Supporting material for the "Out in the open: supporting researchers in navigating the open research environment" workshop delivered by Helen Blanchett, Jisc and Dr Rob Daley, Heriot-Watt University at the Vitae Researcher Development International Conference, Manchester 2016. Workshop overview: Implementing open access and open data in response to funder mandates has had a significant impact on research institutions, in terms of reporting compliance, managing new processes and workflows and changing culture. Researchers, their outputs and their practice are at the heart of the process. Institutions are exploring the best ways to engage researchers and ensure compliance, without losing sight of the true goals of ‘openness’. This interactive workshop will provide a space to discuss key challenges and solutions in supporting researchers in the open research landscape, with a particular focus on open access and open data. The workshop will provide an opportunity to learn from other attendees as well as from the facilitators. Helen Blanchett will highlight findings and resources from the Jisc’s Open Access Good Practice ‘pathfinder’ projects, which explored the impact of implementing open access in institutions across the UK. Rob Daley will share his experiences of supporting open data implementation at Heriot-Watt University.

1. Out in the open
Supporting researchers in navigating the open research environment
Helen Blanchett, Jisc & Dr Rob Daley, Heriot-Watt University
12/09/2016

2. A researcher’s view
12/09/2016 Vitae 16, Out in the open: supporting researches in navigating the open research environment, Helen Blanchett & Rob Daley 2
CC-BY
Bill Hubbard, “Getting the Rights
right! Or when policies collide”
http://www.slideshare.net/UKSG/
hubbard-uksg-may2015-public
CC-BY

3. Driven by policy mandates…
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4. Vitae Draft open research lens
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https://www.vitae.ac.uk/doing-research/
open-research-and-open-researchers/
open-research-resources-for-
researcher-developers

5. Open access good practice
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OA Community
development
Pathfinder
projects
OA Good Practice aims to develop shareable
examples of good practice, so that a range of
approaches can be collaboratively developed and
commonly applied according to the individual
needs of the HEI.
Blog http://openaccess.jiscinvolve.org/wp/
Mailing list oagoodpractice@jiscmail.ac.uk
Twitter @OA_Goodpractice #OAGP

6. Key messages
»Get to know researchers’ concerns and pain points
»Promote the benefits of openness
»Brief support staff
»Use a variety of methods to engage
»Embed compliance in research workflows
»Join up support across your institution
»All advocacy outputs can be found here: http://bit.ly/1UijE5y
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Oxford Brookes OA Cat

7. Pathfinder outputs: advocacy
» UCL/ Newcastle/ Nottingham Pathfinder
(Pathways to OA): advocacy toolkit
» Coventry/ Northampton/ DeMontfort (O2OA):
OA lifecycle: ‘Needs analysis’, Guide for
researchers; Intervention mapping guide for
understanding researcher behaviour
» Oxford Brookes/ NottinghamTrent University/
University of Portsmouth (Making Sense of
OA) : CIAO ; MIAO; Researcher interview data/
methodology; Portsmouth REF poster
» Edinburgh/ Heriot-Watt/ St Andrews (LOCH):
case studies, templates
» Northumbria/ Sunderland:
decision-making tool for researchers
712/09/2016
All advocacy outputs can be found here:
http://bit.ly/1UijE5y
Vitae 16, Out in the open: supporting researches in navigating the open research environment, Helen Blanchett & Rob Daley

8. Brief support staff
12/09/2016 Vitae 16, Out in the open: supporting researches in navigating the open research environment, Helen Blanchett & Rob Daley 8
‘Pathways to Open Access’ Pathfinder
(UCL / Newcastle / Nottingham)

9. Promote benefits
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https://aoasg.files.wordpress.com/2013/02/cc-by_logo.png
NottinghamTrent University
https://www4.ntu.ac.uk/library/
research_support/open-access/index.html

10. Embed in research workflows
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‘O2OA’ Pathfinder
guide for researchers
(Coventry / Northampton /
De Montfort)
https://library.hud.ac.uk/blogs/hhuloa/2015/1
2/02/new-oa-life-cycles-for-comment/

11. Embed in research workflows
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HHuLOA Pathfinder (Huddersfield, Hull, Lincoln)
https://library.hud.ac.uk/blogs/hhuloa/2015/12/0
2/new-oa-life-cycles-for-comment/

12. Intervention mapping
Worksheet: http://find.jorum.ac.uk/resources/20120
Facilitator guide: http://find.jorum.ac.uk/resources/20119
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13. 12/09/2016 Vitae 16, Out in the open: supporting researches in navigating the open research environment, Helen Blanchett & Rob Daley 13

14. Intervention mapping in practice…
University wide issues
› Communication /
awareness
› Differences between
departments
› Technical systems
Researcher issues*
› Technical systems
› Versions
› Gold vs Green
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* As experienced by library/research support staff

15. Open practices and digital capability
»“Digital literacy, capability and
confidence are critical to open
practices of all kinds.”
Beetham, H., Falconer, I., McGill, L. and Littlejohn, A. Open
practices: briefing paper. Jisc, 2012
https://oersynth.pbworks.com/w/page/
51668352/OpenPracticesBriefing
A digital capability framework
https://www.jisc.ac.uk/rd/projects/building-digital-capability
Researcher profile
http://repository.jisc.ac.uk/6238/1/Digital_capabilities_researche
r_profile.pdf
Coming soon… an online digital capability tool…
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16. Data management and data sharing
»Key elements
› Understanding the changing
research landscape
› Being clear about research
funders’ policies
› Creating a Data Management
Plan (DMP)
› FAIR principles
› Citing research data
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17. Understanding the changing research landscape
»Science as an Open Enterprise, A
Royal Society report (2012)
https://royalsociety.org/~/media/policy/projec
ts/sape/2012-06-20-saoe.pdf
»Open data dialogue, Final
Report. (2012)
http://www.rcuk.ac.uk/documents/document
s/tnsbmrbrcukopendatareport-pdf
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18. Being clear about research funders’ policies
»RCUK Common Principles on
Data Policy
http://www.rcuk.ac.uk/research/data
policy/
»Concordat on Open Research
Data
http://www.rcuk.ac.uk/documents/d
ocuments/
concordatonopenresearchdata-pdf/
»DCC Overview
http://www.dcc.ac.uk/resource
s/policy-and-legal/overview-
funders-data-policies
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19. Creating a data management plan
»Digital Curation Centre
guidance on DMPs
http://www.dcc.ac.uk/resources/
data-management-plans
»Online tool for creating
DMPs
https://dmponline.dcc.ac.uk/
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20. FAIR principles
»Findability, Accessibility, Interoperability, Reusability
https://www.force11.org/group/fairgroup/fairprinciples
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Horizon 2020 infographic
http://ec.europa.eu/research/press/2016/pdf/opendata-infographic_072016.pdf#view=fit&pagemode=none

21. Citing research data
»Guides on citing data:
› http://www.dcc.ac.uk/resources/how-
guides/cite-datasets
› https://www.ukdataservice.ac.uk/use-
data/citing-data
› https://www.datacite.org/cite-your-
data.html
»ORCID http://orcid.org/
»Digital Object Identifiers
http://www.dcc.ac.uk/resources/how-
guides/cite-datasets#sec:dois
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Ball, A., & Duke, M. (2015). ‘How to Cite Datasets and Link to
Publications’. DCC How-to Guides. Edinburgh: Digital Curation
Centre. Available online: http://www.dcc.ac.uk/resources/how-guides

22. Further resources
»“Research Data Management and Sharing” a MOOC
https://www.coursera.org/learn/data-management
»University of Edinburgh free on-line training resources on Managing
Digital Research Data http://datalib.edina.ac.uk/mantra/
»Managing and Sharing Research Data: Best Practice for
Researchers: http://www.data-
archive.ac.uk/media/2894/managingsharing.pdf
»How and why you should manage your research data: a guide for
researchers https://www.jisc.ac.uk/guides/how-and-why-you-
should-manage-your-research-data
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23. For more information, contact…
23
Helen Blanchett
Helen.Blanchett@jisc.ac.uk
12/09/2016 Vitae 16, Out in the open: supporting researches in navigating the open research environment, Helen Blanchett & Rob Daley
Rob Daley
r.a.daley@hw.ac.uk