Jisc Monitor Pilot Project: an exploration of how a Jisc managed shared service might support institutions in meeting the post-2014 REF Open Access policy, Brian Mitchell & Owen Stephens, Jisc

1. Jisc Monitor

2. 31 July 2014 Jisc Monitor Presentation at Repository Fringe 2014
Jisc Monitor context
» Jisc APC identified key challenges in management of OA. See the case
studies: http://www.jisc-collections.ac.uk/Jisc-APC-project/Case-studies/
» Reflecting and building on research outputs of Jisc APC
» UK Policies relating to Open Access
» Exploring development of services to help universities monitor publication
activity, comply with funder OA policies and monitor associated expenditure
on publication charges

3. 31 July 2014 Jisc Monitor Presentation at Repository Fringe 2014
Jisc APC preliminary findings
› Institutions expressed a need for support and pointed to a role
for Jisc with:
– Monitoring ALL publications, not just Gold and Green
– Complying with funder mandates, such as licensing
– Monitoring spend
– Supporting development of standards and best practice in this area

4. 31 July 2014 Jisc Monitor Presentation at Repository Fringe 2014
Jisc Monitor outputs
› Functioning prototypes mapped to 4 use cases and released
as free and open source software by May 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

5. 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
Jisc Monitor use
Standards development to enable
efficient data exchange
Monitoring spend on all items
cases
31 July 2014 Jisc Monitor Presentation at Repository Fringe 2014

6. Jisc Monitor development
Managed by Jisc Collections, developed by Mimas utilising skills and expertise of Sero Consulting,
Cottage Labs and Knowledge Integration
31 July 2014 Jisc Monitor Presentation at Repository Fringe 2014

7. Lead members of project team
» Ross MacIntyre (Mimas)– Senior Supplier
» Jo Lambert – Project Manager for Jisc Collections, link to related activities
» Ian Chowcat (Sero) – Project Manager, Mimas
» Frank Manista (Mimas) – Community and HEI liaison
» Brian Mitchell (Jisc Collections) –Technical liaison and standards
» Ian Ibbotson (Knowledge Integration) –Technical Architect
» David Kay (Sero) – Lead Data Architect
» Owen Stephens – Domain Expert
» Richard Jones (Cottage Labs) –Open source software development
8 July 2014 Jisc Monitor Presentation at Repository Fringe 2014

8. Jisc Monitor principles
» Collaboration is key
» User-centred development
» Agile approach
» Open-source
31 July 2014 Jisc Monitor Presentation at Repository Fringe 2014

9. Use case 1: monitoring publication activity
» Institutions need:
› To capture all publication activity
but data can be in multiple places
– institutional and subject
repositories, CRIS, publisher
websites, indexing services
› To identify authors including
joint authorship across
institutions and borders
› An understanding of all
publication output to support
compliance e.g. licensing terms
Monitoring all publication activity
to ensure a clear understanding of
what has been published
8 July 2014 Jisc Monitor Presentation at Repository Fringe 2014

10. Use case 3: compliance
» Institutions need:
› Clarity around funder
reporting requirements
› Confirmation that research
outputs meet funder
compliance requirements…
› …and meet institutional
requirements
› Certainty whether a particular
research output is unfunded
Monitoring all publication activity
to ensure compliance with funder
mandates
8 July 2014 Jisc Monitor Presentation at Repository Fringe 2014

11. Use case 2: standards development
» Institutions, publishers and
funders need:
› Interoperability of
institutional, funder,
publisher (incl. submission),
ID systems
› Solutions that support a
global rather than UK
specific audience
Standards development to enable
efficient data exchange
8 July 2014 Jisc Monitor Presentation at Repository Fringe 2014

12. Use case 4: monitoring spend
» Institutions need:
› To monitor spend on both
OA charges and
subscriptions
› Invoices and payment
details provided in a
standardised and
consistent way for accurate
capture and recording of
information
Monitoring spend on all items
8 July 2014 Jisc Monitor Presentation at Repository Fringe 2014

13. Collaboration with other Projects
» Synergies with Jisc Pathfinder
projects
» RIOXX
» Publications Router
» SHERPA
» Total Cost of Ownership
» SHARE / CHORUS
31 July 2014 Jisc Monitor Presentation at Respository Fringe 2014

14. 8 July 2014 Jisc Monitor Presentation at Repository Fringe 2014
Want to know more?
» Follow the Monitor blog
http://jiscmonitor.jiscinvolve.org/wp/
» We will be running a series of follow-on
webinars, all between 10:00 and 11:00:
» 6 August 2014 and 2o August 2014
» Timelines - http://www.jisc-collections.
ac.uk/Jisc-Monitor/Jisc-
Monitor-Time-Lines/
» Workshop 19 September 2014

15. 8 July 2014 Jisc Monitor Presentation at Repository Fringe 2014
Contact us and participate
» Frank Manista - Frank.manista@manchester.ac.uk
» Jo Lambert - J.lambert@jisc.ac.uk
» Ian Chowcat - Ian.Chowcat@sero.co.uk

16. 31 July 2014 Jisc Monitor Presentation at Repository Fringe 2014
Next steps
» User consultation and requirements
gathering
» Follow-on webinars focused on
Publication Activity and Funder
Compliance
» The prototypes from those use
cases will be available from
September 2014
» Systems Interoperability and
Publication Charge workshop and
follow-on webinars to begin in
September 2014, with prototypes
due later in the year

17. 31 July 2014 Jisc Monitor Presentation at Repository Fringe 2014
Questions