Jo Lambert and Brian Mitchell, Jisc Collections
Jisc APC and Jisc Monitor: a shared approach
UKSG, Harrogate, April 2014
14/04/14 UKSG 2014 2
Session aims
» JiscAPC
› introduction and aims
› reflections on the pilot
» Jisc Monitor
› Aims
› Use...
3
Jisc APC Pilot: aims & objectives
APCs Systems and processes
Information sharing Role of 3rd party provider
APC administ...
14/04/14 UKSG 2014 4
Managing APCS: reflections
» Compliance and reporting
requirements
» Workflows and processes still be...
14/04/14 UKSG 2014 5
Jisc APC platform: reflections
» Level of APCs
» Publisher engagement
» Financial transactions
» Data...
14/04/14 UKSG 2014 6
Jisc APC pilot outputs
» Due by August 2014
» Case studies and analysis
» Best practice guidelines
» ...
14/04/14 UKSG 2014 7
Jisc Monitor context
» Reflecting and building on outputs of Jisc APC
» HEFCE policy will mandate ope...
14/04/14 UKSG 2014 8
Jisc Monitor outputs
› Prototypes mapped to 4 use cases and released as free and
open source software...
14/04/14 UKSG 2014 9
Jisc Monitor pilot development
» Managed by Jisc Collections and developed by Mimas utlising skills a...
14/04/14 10
Jisc Monitor use cases
Monitoring all publication activity
to ensure compliance with funder
mandates
Monitorin...
11
Jisc Monitor principles
» Collaboration is key
» User-centred development
» Agile approach
» Open-source
12
Jisc Monitor use cases
Monitoring all publication activity
to ensure compliance with funder
mandates
Monitoring all pub...
14/04/14 UKSG 2014 13
Compliance with funder mandates
» Jisc Monitor analyses publication data to determine whether it is
...
14
Jisc Monitor use cases
Monitoring all publication activity
to ensure compliance with funder
mandates
Monitoring all pub...
14/04/14 UKSG 2014 15
Understanding what has been published
» Jisc Monitor aggregates data from various sources in the for...
16
Jisc Monitor use cases
Monitoring all publication activity
to ensure compliance with funder
mandates
Monitoring all pub...
14/04/14 UKSG 2014 17
Monitoring spend
» Jisc Monitor provides data on how much an institution has spent
on their OA publi...
18
Jisc Monitor use cases
Monitoring all publication activity
to ensure compliance with funder
mandates
Monitoring all pub...
14/04/14 UKSG 2014 19
Standards and interoperability
» Jisc Monitor connects publisher and institution systems to
collate ...
14/04/14 UKSG 2014 20
Questions and comments
› Questions?
› General comments or reflections
› Key issues or pain points wi...
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16.00 qs6 mon jo lambert

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16.00 qs6 mon jo lambert

  1. 1. Jo Lambert and Brian Mitchell, Jisc Collections Jisc APC and Jisc Monitor: a shared approach UKSG, Harrogate, April 2014
  2. 2. 14/04/14 UKSG 2014 2 Session aims » JiscAPC › introduction and aims › reflections on the pilot » Jisc Monitor › Aims › Use cases » Questions and comments
  3. 3. 3 Jisc APC Pilot: aims & objectives APCs Systems and processes Information sharing Role of 3rd party provider APC administration platform
  4. 4. 14/04/14 UKSG 2014 4 Managing APCS: reflections » Compliance and reporting requirements » Workflows and processes still being established » Managing communications » Infrastructures not yet in place » Standards - lack of/not fully adopted
  5. 5. 14/04/14 UKSG 2014 5 Jisc APC platform: reflections » Level of APCs » Publisher engagement » Financial transactions » Data flow and exchange with other key systems » Value of an intermediary service
  6. 6. 14/04/14 UKSG 2014 6 Jisc APC pilot outputs » Due by August 2014 » Case studies and analysis » Best practice guidelines » Data onAPCs » Pilot evaluation and report
  7. 7. 14/04/14 UKSG 2014 7 Jisc Monitor context » Reflecting and building on outputs of Jisc APC » HEFCE policy will mandate open access availability for outputs accepted for publication after 1 April 2016 and submitted to the post -2014 REF » 1 year project starting May 2014 to scope and explore how a Jisc managed shared service might support institutions in meeting this requirement
  8. 8. 14/04/14 UKSG 2014 8 Jisc Monitor outputs › Prototypes mapped to 4 use cases and released as free and open source software by April 2015 › Supported by robust user feedback and an assessment of the opportunities, challenges and dependencies that are likely to impact development › Recommendations for further development of components
  9. 9. 14/04/14 UKSG 2014 9 Jisc Monitor pilot development » Managed by Jisc Collections and developed by Mimas utlising skills and expertise of Sero Consulting, Cottage Labs and Knowledge Integration › Articulation Strand – Iterative documentation and dissemination, including requirements, standards and interfaces, underpinning technical considerations › Exemplification Strand – Development of working prototypes for each of the four Use Cases; using iterative and agile development to work closely with users, systems / services and data › Implementation Strand (final quarter) Integration of prototypes where applicable, assessment of service options and future planning » Prototypes (funder compliance and publication activity available from September 2014, systems interoperability and publication charges due later )
  10. 10. 14/04/14 10 Jisc Monitor use cases Monitoring all publication activity to ensure compliance with funder mandates Monitoring all publication activity to ensure a clear understanding of what has been published Standards development to enable efficient data exchange Monitoring spend on all items Jisc Monitor use cases
  11. 11. 11 Jisc Monitor principles » Collaboration is key » User-centred development » Agile approach » Open-source
  12. 12. 12 Jisc Monitor use cases Monitoring all publication activity to ensure compliance with funder mandates Monitoring all publication activity to ensure a clear understanding of what has been published Standards development to enable efficient data exchange Monitoring spend on all items Jisc Monitor use cases
  13. 13. 14/04/14 UKSG 2014 13 Compliance with funder mandates » Jisc Monitor analyses publication data to determine whether it is compliant with funders’ mandates › Understanding full extent of what has been published › Checking OA options that a researcher chooses in the publishers’ system › Institutions require clarity around funder OA requirements
  14. 14. 14 Jisc Monitor use cases Monitoring all publication activity to ensure compliance with funder mandates Monitoring all publication activity to ensure a clear understanding of what has been published Standards development to enable efficient data exchange Monitoring spend on all items Jisc Monitor use cases
  15. 15. 14/04/14 UKSG 2014 15 Understanding what has been published » Jisc Monitor aggregates data from various sources in the form of a database / knowledge base of an institution’s publication activity › Capturing information about all publication activity › Need to be aware of all publication output to monitor degree of compliance with funder mandates
  16. 16. 16 Jisc Monitor use cases Monitoring all publication activity to ensure compliance with funder mandates Monitoring all publication activity to ensure a clear understanding of what has been published Standards development to enable efficient data exchange Monitoring spend on all items Jisc Monitor use cases
  17. 17. 14/04/14 UKSG 2014 17 Monitoring spend » Jisc Monitor provides data on how much an institution has spent on their OA publications and subscriptions › Difficulties of tracking payments › Assistance withVAT reporting › Interoperability with finance systems
  18. 18. 18 Jisc Monitor use cases Monitoring all publication activity to ensure compliance with funder mandates Monitoring all publication activity to ensure a clear understanding of what has been published Standards development to enable efficient data exchange Monitoring spend on all items Jisc Monitor use cases
  19. 19. 14/04/14 UKSG 2014 19 Standards and interoperability » Jisc Monitor connects publisher and institution systems to collate publication data from the point of manuscript submission to acceptance of manuscript and subsequent publication
  20. 20. 14/04/14 UKSG 2014 20 Questions and comments › Questions? › General comments or reflections › Key issues or pain points within your organisation › Participate

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