1. Jisc OA Good Practice

2. Supporting OA is a priority for Jisc 12/02/2016 2 Sherpa RoMEO Sherpa FACT Jisc Collections Jisc OA Monitor Jisc Publications Router Jisc OA Monitor CORE IRUS-UK RIOXX OA Good Practice Jisc Collections helpdesk Repository technical support OA Good Practice Jisc Collections helpdesk Repository technical support

3. OA Support 12/02/2016 3 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

4. Cycle of impact 12/02/2016Jisc OA Good Practice, Helen Blanchett 4 Workshops Webinars Syntheses Cost management Advocacy Institutional policy Toolkits Case studies Templates Cost savings Cost efficiencies Improved productivity Improved knowledge/ skills/ capacity Pathfinder projects OA Community Improved OA processes/ workflows

5. 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 5 12/02/2016 All advocacy outputs can be found here: http://bit.ly/1UijE5y

6. 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 12/02/2016 6 St Andrews Lean case study All workflow outputs can be found here: http://bit.ly/1MI0DIp

7. 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: APC Cost Modelling tool 7 12/02/2016 All cost management outputs can be found here: http://bit.ly/1E4wIlJ

8. Pathfinder outputs so far… Systems & metadata » 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 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 12/02/2016 8 All Policy outputs can be found here: http://bit.ly/1DmKFAF http://bit.ly/1DmKFAF All Pathfinder systems and metadata outputs can be found here: http://bit.ly/1OKZtJL http://bit.ly/1OKZtJL

9. 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 12/02/2016 9

10. Jisc OA Good Practice, Helen Blanchett 10 Find out more at: OA Good Practice blog: http://openaccess.jiscinvolve.org/ Pathfinder Project Blogs: http://www.netvibes.com/ sarahfahmy#General @OA_GoodPractice oagoodpractice@jiscmail.ac.uk Find out more at: OA Good Practice blog: http://openaccess.jiscinvolve.org/ Pathfinder Project Blogs: http://www.netvibes.com/ sarahfahmy#General @OA_GoodPractice oagoodpractice@jiscmail.ac.uk Things to look out for:

11. For more information, contact… 12/02/2016 11 Sarah Fahmy Scholarly Communications Services Manager sarah.fahmy@jisc.ac.uk info@jisc.ac.ukjisc.ac.uk Except where otherwise noted, this work is licensed under CC-BY-NC-ND