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Jisc open access community workshop - July 18th 2017

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Jisc open access community workshop - July 18th 2017

  1. 1. Open access community workshop #JiscOA 18/07/2017 Jisc OA community workshop, 18th July 2017, Birmingham 1
  2. 2. Welcome »Aims »Programme › AM – updates on Jisc services and pathfinder projects › PM – discussion and sharing practice; update on OA survey and dashboard; future community support and events »Housekeeping »Who we are › Steve Byford, Angela Hilton, Keri O’Donoghue, Frank Manista, Linda Naughton 18/07/2017 Jisc OA community workshop, 18th July 2017, Birmingham 2
  3. 3. 18/07/2017 Jisc OA community workshop, 18th July 2017, Birmingham 3 Submission Acceptance Publication Use SHERPA JULIET SHERPA RoMEO SHERPA REF R&D:Beta SHERPA Fact Monitor UK Jisc collections OpenDOAR Publications Router Monitor local CORE IRUS-UK RIOXX Guidance, consultancy, technical support, and OA good practice Research publication lifecycle Jisc services Report on compliance Deposit in repository Manage costs Check compliance Select Journal Maximise impact Record impact Report OA services through an article lifecycle https://www.jisc.ac.uk/content/open-access/our-role
  4. 4. Jisc service update: Monitor Local and Monitor UK Angela Hilton, Scholarly communications service manager 18/07/2017 Jisc OA community workshop, 18th July 2017, Birmingham 4 Submission Acceptance Publication Use SHERPA JULIET SHERPA RoMEO SHERPA REF R&D:Beta SHERPA Fact Monitor UK Jisc collections OpenDOAR Guidance, consultancy, technical support, and OA good practice Research publication lifecycle Jisc services Report on compliance Deposit in repository Manage costs Check compliance Select Journal Maximise impact Record impact Publications Router Report Monitor local CORE IRUS-UK RIOXX
  5. 5. Monitor Services »Monitor Services consists of two distinct but connected products › Monitor Local › Monitor UK »Primary aims are to help institutions with the processing ofAPCs while working towards providing a national picture of the true cost of Open Access »Monitor Local allows institutions to record and monitor APC data at a local level »Monitor UK aggregates the data collected in Monitor Local to provide a national level view ofAPC data 18/07/2017 Jisc OA Services: Monitor Local & Monitor UK 5
  6. 6. Monitor Services »More information on Monitor Services: https://monitor.jisc.ac.uk »Monitor Local » URL: https://monitorlocal.jisc.ac.uk » Current version and release notes: https://monitor.jisc.ac.uk/local/release- notes »Monitor UK » URL: https://monitoruk.jisc.ac.uk » Log in currently disabled » Expected to be active before the end of the Summer 18/07/2017 Jisc OA Services: Monitor Local & Monitor UK 6
  7. 7. Monitor UK: Where are we? »Not currently active… »Product is installed and ‘live’ - initial delays due to technical issues with implementation »However, data flow from Monitor Local to Monitor UK is not functional › Priority development in phase 3 › Expected to be delivered by Knowledge Integration by the end of July 2017 › Rolled into service by the end of Summer 2017 18/07/2017 Jisc OA Services: Monitor Local & Monitor UK 7
  8. 8. Monitor Local: What have we been up to? »Completion of the transition to service and the handover to the OA Development team October 16 to present › Concentration on ‘tidy’ up activities › Essential bug fixes and resolving snag issues › Back end infrastructure refresh »18 of the original pilot groups have signed up to use the service »First meeting of the Monitor User GroupApril 2017 »Release of v1.2 in May 2017 »Phase 3 development with Knowledge Integration November 2016 to July 2017 18/07/2017 Jisc OA Services: Monitor Local & Monitor UK 8
  9. 9. Monitor Local: Functional improvements » Release notes: https://monitor.jisc.ac.uk/local/release-notes » Nightly currency updates from theYahoo service » Users can now specify the tax value in GBP and original currency » “Not required” option added to Funder Acknowledgement and Research MaterialsAccess Statement compliance checks » Improved integration with Sherpa RoMEO to display links to journal policies [when ISSN/ESSN are present] » The COAF compliance check now checks for the IDs that COAF need: › green requires a PMCID › gold needs either a PMID or a PMCID 18/07/2017 Jisc OA Services: Monitor Local & Monitor UK 9
  10. 10. Monitor Local: v1.2 key UI changes »The log-in process big area of concern. Improvements implemented, more to come. 18/07/2017 Jisc OA Services: Monitor Local & Monitor UK 10 The GRAILSAuthorize box caused concerns for some users due to its technical look and language used Full overhaul of the UI for GRAILS with a more meaningful information box
  11. 11. Monitor Local: v1.2 key UI changes 18/07/2017 Jisc OA Services: Monitor Local & Monitor UK 11 Workflow not as clear as we would have liked White interface considered too stark A lot of screen space taken up by the navigation and footer V1.0 Interface example page
  12. 12. Monitor Local: v1.2 key UI changes 18/07/2017 Jisc OA Services: Monitor Local & Monitor UK 12 Tonal changes to the main interface for a more relaxed experience Icons used in the navigation to give a cleaner look and feel Footer removed and it’s links moved to under the navigation Clearer pass/fail on the Workflow tab V1.2 Interface example page
  13. 13. Monitor Local: Funder compliance checking »Monitor Local initially planned to use a 3rd party product to allow compliance checking against funder policy »Implementation of 3rd party solution proved more complicated than anticipated »Alternative solutions are being investigated › Upgrades to SHERPA services expected to offer opportunities 18/07/2017 Jisc OA Services: Monitor Local & Monitor UK 13
  14. 14. Monitor Local: What's next? »Completion of the phase 3 development with Knowledge Integration expected Q3 2017 › Implementation of reporting modules for RCUK/COAF › Improved search functionality for reports › Data push from Monitor Local to Monitor UK 18/07/2017 Jisc OA Services: Monitor Local & Monitor UK 14
  15. 15. Monitor Local:v1.3 release » Advanced search module for academic outputs › Module developed and can be added to › First search shows tasks with outstanding tasks » Improved workflow task check list › Side panel now flags any failed checks and allows a user to ‘jump’ to the correct field to amend » Outstanding tasks count onAcademic Output › See at a glance how complete a record is » Lots of other improved functionality based on feedback at the May user group › release notes to be released soon › Possibility of a showcasing webinar if people are interested? 18/07/2017 Jisc OA Services: Monitor Local & Monitor UK 15
  16. 16. Monitor: product timeline »Phase 3 release: Expected in the 3rd quarter 2017 »V1.3: Release soon, possible webinar, 2nd user group post release »Rollout: Getting more intuitions involved in Monitor 18/07/2017 Jisc OA Services: Monitor Local & Monitor UK 16 phase3 V1.3 Rollout
  17. 17. jisc.ac.uk ThankYou Angela Hilton Scholarly communications services manager OpenAccess Services e: angela.hilton@jisc.ac.uk t: @angehilton w: monitor.jisc.ac.uk 18/07/2017 Jisc OA community workshop, 18th July 2017, Birmingham 17
  18. 18. Jisc service update: Publications Router Helping institutions populate their open repositories 18/07/2017 Submission Acceptance Publication Use SHERPA JULIET SHERPA RoMEO SHERPA REF R&D:Beta SHERPA Fact Monitor UK Jisc collections OpenDOAR Guidance, consultancy, technical support, and OA good practice Research publication lifecycle Jisc services Report on compliance Deposit in repository Manage costs Check compliance Select Journal Maximise impact Record impact Publications Router Report Monitor local CORE IRUS-UK RIOXX
  19. 19. Publications Router – overview What it’s for: »Automatically populates open repositories with journal articles from publishers and other providers »Alerts institutions to their researchers’ papers by supplying metadata and often the full text »Can pass on licensing and embargo information (when supplied by the provider) »Saves institutions time and money 18/07/2017 Jisc OA community workshop, 18th July 2017, Birmingham 19
  20. 20. Workflow 18/07/2017 Jisc OA community workshop, 18th July 2017, Birmingham 20
  21. 21. Contractual arrangements 18/07/2017 Jisc OA community workshop, 18th July 2017, Birmingham 21
  22. 22. Publications Router – current status » Service launchedAugust 2016 » Now delivering live notifications › from 7 content providers › to 17 institutional repositories (Eprints) – many more on way » Can pass on licensing and embargo information » Thousands of notifications already delivered to HEIs’ repositories Progress so far » Now adding open manuscripts of subscription content (started with Gold OA articles) » DSpace to be added very soon » Working to add other institution platforms (RIMS & CRISs) » Working to add further publishers Where it’s headed 18/07/2017 Jisc OA community workshop, 18th July 2017, Birmingham 22
  23. 23. Current content providers » eLife » PLOS » Springer Nature – now including Nature OA journals » A further publisher is live – announcement soon » Europe PubMed Central (full text) » PubMed (metadata) » Crossref (metadata) » …more coming very soon (some more details next)… Up-to-date list at https://pubrouter.jisc.ac.uk/about/providerlist/ 18/07/2017 Jisc OA community workshop, 18th July 2017, Birmingham 23
  24. 24. Some more detail on publishers… »Metadata »Full text (VoR) as PDF and XML »Additional files associated with the article (illustrations, video etc) – eLife & PLOS only »Daily, upon publication »No embargo eLife, PLOS, Springer Nature »For gold OA papers: › Metadata, full text (VoR) as PDF and XML »For subscription content: › Metadata, full text (AM) »In both cases: › Daily, upon publication Additional publisher now live… 18/07/2017 Jisc OA community workshop, 18th July 2017, Birmingham 24
  25. 25. Jisc-Elsevier OA agreement »Elsevier to provide metadata notifications to Router »Elsevier to pursue adaptations to Pure to enable it to receive notifications from Router 18/07/2017 Jisc OA community workshop, 18th July 2017, Birmingham 25
  26. 26. Attracting more publishers » In dialogue with most major publishers » Challenges for publishers: › Co-author affiliations › Accepted manuscripts › Licensing & embargo metadata › Especially at acceptance stage » How can we make it easier for them? › Proposed full-text workflow mediated by Crossref › Publishers actively considering 18/07/2017 Jisc OA community workshop, 18th July 2017, Birmingham 26
  27. 27. Which platforms can receive content? »EPrints › Live › Needs no plug-in for core fields › RIOXX importer plug-in coming soon »DSpace coming very soon »CRISs/ RIMS › Need development by vendors 18/07/2017 Jisc OA community workshop, 18th July 2017, Birmingham 27
  28. 28. If this sounds good… »Chicken and egg? »Or cart and horse? »Let’s work together to make it happen: contact us on pubrouter@jisc.ac.uk »Info at https://pubrouter.jisc.ac.uk/ 18/07/2017 Jisc OA community workshop, 18th July 2017, Birmingham 28
  29. 29. Further information https://pubrouter.jisc.ac.uk/ 18/07/2017 Jisc OA community workshop, 18th July 2017, Birmingham 29
  30. 30. jisc.ac.uk Keep in touch… Steve Byford Scholarly Communications Services Manager steve.byford@jisc.ac.uk https://pubrouter.jisc.ac.uk/ 18/07/2017 Jisc OA community workshop, 18th July 2017, Birmingham 30
  31. 31. OA good practice – one year on18/07/2017 Jisc OA community workshop, 18th July 2017, Birmingham 31
  32. 32. Updates from pathfinder projects » DavidYoung and EllenCole, Northumbria University » Chris Awre, University of Hull » Resources all still available from: https://www.jisc.ac.uk/rd/projects/open-access-good-practice 18/07/2017 Jisc OA community workshop, 18th July 2017, Birmingham 32
  33. 33. Updates from pathfinders »LOCH – Lessons in OA compliance › Thanks to Jackie Proven & DominicTate › Mini-pathfinders – Some schools have well-embedded processes with high compliance; others less successful so use a more mediated approach; one school requested a ‘sheep-dip’ approach – Resource intensive but achieved 90% compliance (St Andrews) – Joint training sessions with other departments 18/07/2017 Jisc OA community workshop, 18th July 2017, Birmingham 33
  34. 34. Updates from pathfinders »LOCH – Lessons in OA compliance › Workflows – LEAN case study still has impact; continue to review workflows regularly – what is ‘standard’ and which ‘outliers’ need efficiencies › Shared experience – OA Scotland group set up oascotland.wordpress.com 18/07/2017 Jisc OA community workshop, 18th July 2017, Birmingham 34 St Andrews Lean case study
  35. 35. Updates from pathfinders » GW4 – Options for administrative efficiencies in OA implementation › Thanks to Kara Jones › Functional Cost Analysis very time-consuming, LEAN exercise more effective in identifying waste in workflow; considering running this every few years › Payment by invoice still most burdensome; moving towards pre-payment accounts and offsetting to minimise invoicing › Exploring overlaps in reporting requirements › GW4 team meeting later this summer to discuss progress 18/07/2017 Jisc OA community workshop, 18th July 2017, Birmingham 35
  36. 36. Key challenges18/07/2017 Jisc OA community workshop, 18th July 2017, Birmingham 36
  37. 37. Concerns and successes »Think about › Baselining and compliance › Structures and workflows › Advocacy › Cost management › Metadata, systems and interoperability › Discovery, usage and impact »Others? 18/07/2017
  38. 38. Future community support and events18/07/2017 Jisc OA community workshop, 18th July 2017, Birmingham 38
  39. 39. One year on from open access good practice »Research Consulting helped us to explore what could come next › Was there demand for an OA support service? › Including community support, training, consultancy, technical support › How could it be maintained? Membership and PAYG options explored › Interviewees from 20 institutions, plus Jisc staff, technical support staff and other stakeholders including SCONUL, RLUK, ARMA, UKCoRR 18/07/2017 Jisc OA community workshop, 18th July 2017, Birmingham 39
  40. 40. Key findings »Community building › Communities and peer support already exists › Jisc could have a role in facilitating events 18/07/2017 Jisc OA community workshop, 18th July 2017, Birmingham 40
  41. 41. Key findings »Training and guidance › Training is especially useful if specific and practical – Jisc perhaps have a role in facilitation, but knowledge lies with practitioners › Concerns around cost of training with expenses on top; online is alternative option › Small number of respondents raised possibility of training academics/non- OA specialists 18/07/2017 Jisc OA community workshop, 18th July 2017, Birmingham 41
  42. 42. Key findings » Consultancy › Interest in consultancy is mostly around technical consultancy to support local implementation » Technical support › Seen as more important by smaller institutions or those without dedicated development support for repository › Any tech support/development needs to be cross-platform; some new developments sound great until you realise they can’t be implemented on your systems 18/07/2017 Jisc OA community workshop, 18th July 2017, Birmingham 42
  43. 43. Key findings » Few people interviewed had budgetary responsibilities, so responses were very speculative » Overall feeling that costs for these services were hard to justify » At most institutions a bid would have to be made for funds with evidence of value for money » Smaller institutions unsure whether priorities of financial managers/budget holders were the same as their own 18/07/2017 Jisc OA community workshop, 18th July 2017, Birmingham 43
  44. 44. Recommendations »A. Conclude there is insufficient demand to justify development of an OA support service and take no further action »B. Develop limited services for elements of the sector where there appears to be demand »C. Pursue partnerships with other bodies to align the Jisc offer with existing networks 18/07/2017 Jisc OA community workshop, 18th July 2017, Birmingham 44
  45. 45. What now? » Discussion with other sector bodies around training and education requirements for scholarly communications » Providing training for institutions on request » Ongoing face-to-face community workshops › What do you think of the format?Which topics should we cover next? » What else could we do? › Twitter chats? Interactive webinars? 18/07/2017 Jisc OA community workshop, 18th July 2017, Birmingham 45
  46. 46. jisc.ac.uk Please get in touch Let me know your ideas! Helen Blanchett Scholarly communications subject specialist helen.blanchett@jisc.ac.uk 18/07/2017 Jisc OA community workshop, 18th July 2017, Birmingham 46

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