Jisc Monitor

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

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

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

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

31 July 2014 Jisc Monitor Presentation at Repository Fringe 2014

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

8 July 2014 Jisc Monitor Presentation at Repository Fringe 2014

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

Jisc Monitor principles

» Collaboration is key

» User-centred development

» Agile approach

» Open-source

31 July 2014 Jisc Monitor Presentation at Repository Fringe 2014

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

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

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

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

Jisc Monitor Presentation at Respository Fringe 201431 July 2014

Collaboration with other Projects» Synergies with Jisc

Pathfinder projects

» RIOXX

» Publications Router

» SHERPA

» Total Cost of Ownership

» SHARE / CHORUS

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

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

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

31 July 2014 Jisc Monitor Presentation at Repository Fringe 2014

Questions