Jisc OA Good Practice

1. Jisc OA Good Practice Helen Blanchett, Subject specialist (scholarly communications)

2. Supporting OA implementation, Helen Blanchett

3. Open access good practice 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. Pathfinder projects OA Community development Supporting OA implementation, Helen Blanchett

4. Pathfinder projects Supporting OA implementation, Helen Blanchett Across regions Across institutional types (mission, scale of research intensity) Across professions (librarians, research managers, repository managers) Across OA themes (cost management, advocacy etc.) Across policies (RCUK/COAF, REF, Horizon 2020) Across disciplines Realigned in 2015

5. Community • Events • http://openaccess.jiscinvolve.org/wp/events/ • Blog • http://openaccess.jiscinvolve.org/wp/ • Mailing list • oagoodpractice@jiscmail.ac.uk • Twitter • @OA_Goodpractice • #OAGP Supporting OA implementation, Helen Blanchett

6. Cycle of impact • Cost savings • Cost efficiencies • Improved productivity • Toolkits • Case studies • Templates Improved knowledge/ skills/ capacity Pathfinder projects • Cost management • Advocacy • Institutional policy Improved OA processes/ workflows • Workshops • Webinars • Syntheses OA community Supporting OA implementation, Helen Blanchett

7. Pathfinder outputs so far: 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/ Nottingham Trent 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 All advocacy outputs can be found here: http://bit.ly/1UijE5y Supporting OA implementation, Helen Blanchett

8. Pathfinder outputs so far: workflows • Manchester/ Edge Hill/ Salford/ Liverpool/ John Moores (opeNWorks: Case studies and toolkit • Hull/ Lincoln/ Huddersfield (HHuLOA) : OA Lifecycle • Northumbria/ Sunderland: Case studies; • Glasgow/ Lancaster/ Southampton/ Kent (E2EOA): Lancaster workflows • Edinburgh/ Heriot-Watt/ St Andrews (LOCH) : St Andrews Lean case study St Andrews Lean case study All workflow outputs can be found here: http://bit.ly/1MI0DIp Supporting OA implementation, Helen Blanchett

9. Pathfinder outputs so far: cost management • Bath/ Bristol/ Exeter/ Cardiff (GW4): FCA report • Bath/ Bristol/ Exeter/ Cardiff (GW4): Guide to using credit cards,  Open Access Reporting Checklist and Sample APC Payment Workflows for Institutions; Off-setting report (coming soon) • Northumbria/ Sunderland: APCCost Modelling tool All cost management outputs can be found here: http://bit.ly/1E4wIlJ Supporting OA implementation, Helen Blanchett

10. Pathfinder outputs so far… Systems & metadata Policy Hull/ Lincoln/ Huddersfield (HHuLOA): Funder policy mapping Glasgow/ Lancaster/ Southampton/ Kent/ (E2EOA): REF workshop fed back to HEFCE and had FAQ updated as result • Glasgow/ Lancaster/ Southampton/ Kent (E2EOA): Eprints OA metadata spec; and Hydra implementation case study (coming soon) • Hull/ Huddersfield/ Lincoln: Fedora OA metadata implementation case study (coming soon) • Edinburgh/ Heriot-Watt/ St Andrews (LOCH): PURE specification • Various project links/ testing, particularly Hull/ Huddersfield/ Lincoln: Monitor and RIOXX All Policy outputs can be found here: http://bit.ly/1DmKFAF All Pathfinder systems and metadata outputs can be found here: http://bit.ly/1OKZtJL Supporting OA implementation, Helen Blanchett

11. Pathfinder realignment • Manchester (opeNWorks) • Approaches to deposit • Benchmarking of institutional OA support services • Using case studies and sector-wide survey in December, reports to be released in March 16 • UCL (Pathways to OA) • Exploration of approach to treating research outputs as REF exceptions- workshop and resulting toolkit in Jan 16 • REF OA policy and use of subject repositories- workshop and report Feb 16 • Payment of APCs on multi-author/multi-institution papers- survey (completed) and report Feb 16 • Also planning to scope benefits of Springer off-setting deal Supporting OA implementation, Helen Blanchett

12. Jisc’s regional and national engagement Jisc is based in seven UK nations and regions with dedicated account managers for each organisation so that… …you have a complete view of Jisc services and their benefits and ways to shape future services …you get the greatest savings and efficiencies and ways to improve the learning, teaching and research experience Supporting OA implementation, Helen Blanchett

13. For more information, contact… Helen Blanchett Helen.Blanchett@jisc.ac.uk Sign up for the quarterly OA digest jisc.ac.uk/forms/sign-up-for-our-open-access-digest oasupport@jisc.ac.uk Except where otherwise noted, this work is licensed under CC-BY-NC-ND Supporting OA implementation, Helen Blanchett