Post on 11-May-2015
Jo Lambert and Brian Mitchell, Jisc Collections
Jisc APC and Jisc Monitor: a shared approachUKSG, Harrogate, April 2014
UKSG 2014 214/04/14
Session aims
» Jisc APC
› introduction and aims
› reflections on the pilot
» Jisc Monitor
› Aims
› Use cases
» Questions and comments
3
Jisc APC Pilot: aims & objectives
APCs Systems and processes
Information sharing Role of 3rd party provider
APC administration platform
UKSG 2014 414/04/14
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
UKSG 2014 514/04/14
Jisc APC platform: reflections
» Level of APCs
» Publisher engagement
» Financial transactions
» Data flow and exchange with other key systems
» Value of an intermediary service
UKSG 2014 614/04/14
Jisc APC pilot outputs
» Due by August 2014
» Case studies and analysis
» Best practice guidelines
» Data on APCs
» Pilot evaluation and report
UKSG 2014 714/04/14
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
UKSG 2014 814/04/14
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
UKSG 2014 914/04/14
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 )
1014/04/14
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
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 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
UKSG 2014 1314/04/14
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
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
UKSG 2014 1514/04/14
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
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
UKSG 2014 1714/04/14
Monitoring spend
» Jisc Monitor provides data on how much an institution has spent on their OA publications and subscriptions
› Difficulties of tracking payments
› Assistance with VAT reporting
› Interoperability with finance systems
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
UKSG 2014 1914/04/14
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
UKSG 2014 2014/04/14
Questions and comments
› Questions?
› General comments or reflections
› Key issues or pain points within your organisation
› Participate