Jisc Monitor Updates on Developments Monitor Local and

Jisc Monitor: Updates on Developments Monitor Local and Monitor UK Dr Frank Manista Senior Open Access Support Coordinator APC Payment Management: In Practice and Good Practice 18 November 2015 Photo by Kate Ter Haar CC-BY

Jisc Monitor Suite: Local Open Access Tracking with UK-Wide Benefits » Completed in June 2015 » Inputs from over 60 UK institutions » The pilot examined how institutions (and the broader support chain) might support and track Open Access publications processes, especially compliance and costs monitoring » Jisc has committed to developing two related applications within its OA offer, potentially to be released in Summer 2016 2

The Challenge » The Monitor business case recognised that institutions are addressing the same problem in a variety of ways › Spreadsheets › Tailoring generic systems (such as a CRM) › Building their own solution › Working with suppliers to add to CRIS or Repository functionality 3

Monitor local: OA tracking and reporting » Record and report on data relating to OA publications within institutions » Supports ‘Gold’ and ‘Green’ publication routes » Range of coverage and flexibility › Any phase of publication › Any type of output › Any level of detail › Any author Jon Hathaway: https: //flic. kr/p/pwn. Uwr 4

Monitor Local Benefits » UK specific focus » Automation of data collection and validation wherever possible » Especially for publication record enhancement and compliance checking » Will be compliant with open standards for data exchange and exploit data from global and UK services such as › CORE › Cross. Ref › “How Open Is It? ” › KB+ › SHERPA › Potentially Publications Router and SHARE 5

Monitor UK: data aggregation › An application that aggregates › › › and presents data analytics Enables institutions to share and learn from cost and compliance data relating to their Open Access publications by the ‘Gold’ route Provides new and convenient ways to access and use the data and a level of business intelligence not otherwise available Will run in the cloud for appropriate security 6

Monitor UK Benefits » The benefits will be of interest in a number of contexts: › Institutions › Jisc Collections › Funders › Monitor UK will be compliant with established profiles for data exchange (notably RIOXX) and will map incoming data to standard names (notably publishers and funders) 7

Monitor UK Flexibility » Participating institutions are able to supply data from a variety of alternative sources, depending on their local practices and systems: › From Monitor Local › From an alternative system › From a spreadsheet › https: //www. jisc. ac. uk/rd/projects/monitoring-openaccess-activity 8

Pilot participation Tier 1 Review Tier 2 Evaluate Tier 3 Trial • Participate in workshops and webinars to shape Monitor workflows and integration with other services • Benefit from sharing of ideas and dialogue to test and enhance your local plans • Access the demo platform to assess and comment on either / both systems based on a test data set • Contribute to specification of reports and exports • Use a secure Monitor Local institution account to build up real institutional data with option to transfer it to the full service and / or • Use data from other institutional applications to populate the UK aggregation via spreadsheet or API 9

Find out more… Contact… Dr Frank Manista Senior Open Access Support Coordinator Frank. Manista@jisc. ac. uk 18 Nov 2015 Jisc Pathfinder Event 10

Questions? Photo by Ethan Lofton CC-BY 11