24rd Nov 2015 How compliant is your repository? Meeting RCUK and REF metadata and policy requirements.

Current & Future services

2Jisc OA Services Portfolio

Jisc Publications Router

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Publications Router

»Update:

› System is now in advanced development

› Moving to robust technical infrastructure (early 2016)

› Adding new publishers (handful) – currently testing files from publishers.

› Open for new institutions to join (early 2016)

› Expressions of interest (now)

› Incremental launches over 2016

› Contact Steve Byford: steve.byford@jisc.ac.uk

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Jisc Monitor (Local)

» Software application enabling institutions to record and report on data relating to the publication of Open Access outputs by their academics

› The first version of the prototype built on the Jisc APC data being collected by Jisc – monitoring costs of publication.

› Next phase to focus on other reporting requirements such as -monitoring compliance and publication.

› Developments done with strong community collaboration –opportunity to get involved in the early stages.

3 Aug 2015 Jisc Publications Router – Repository Fringe 2015 5

Jisc Monitor (Local)

» Move from prototype to a service (first half of 2016)

» Contact: Frank Manista: frank.manista@jisc.ac.uk

Jisc Monitor Local prototype screencast– https://www.youtube.com/watch?v=MiMZ5I3FYHo&feature=yo

utu.be

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SHERPA/FACT

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SHERPA/REF

» HEFCE is working with Jisc to develop this service

• Support authors and institutions in meeting the new open access (OA) requirements of the post-2014 Research Excellence Framework (REF)

• Builds on the current portfolio of SHERPA services

• help authors and institutions ascertain whether a journal allows them to comply with the REF policy, and what to do when it does not

• December – release of pilot system for user feedback

• Aim for beta release in January 2016.

3 Aug 2015 Jisc Publications Router – Repository Fringe 2015 8

OA standards & standardisation

» National

› RIOXX metadata application profile and guidelines for research papers Meeting RCUK and HEFCE (most but not all) requirements.– Developed plug-ins for RIOXX – EPrints and DSpace. – Developing REF package for EPrints.

› Working with RCUK to agree use of standards and standardisation across their systems. (OSIP)

› Jisc- CASRAI OA reporting group. Centrally documenting agreed standards

› Standardisation of publisher policy term expression

› Desiderata – what we what from publishers

3 Aug 2015 Jisc Publications Router – Repository Fringe 2015 9

OA standards & standardisation

»International

› CASRAI COAR interoperability WG – agreeing standards across repository networks

› OpenAIRE2020 guidelines

› Mapping RIOXX to OpenAIRE

› National Information Standards Organisation(NISO)

› Schema for OA Policies – Standardisation of institutions and funders policy terms expression.

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RIOXX Application Profile

» RIOXX metadata application profile and guidelines (Research Papers)

» Worked with RCUK and HEFCE

» Developed by Paul Walk (EDINA) and Sheridan Brown (Key Perspectives)

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RIOXX

Benefits:

»Facilitates interoperability.

»Supports consistency for key metadata fields to facilitate the tracking of research outputs across scholarly systems.

»Will facilitate reporting from institutions to funders

»Supports robust service functionality.

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RIOXX

Plug-in and patches to support implementation:

» EPrints RIOXX plug-in for 3.3

» DSpace patches for version 3,4 and 5

» CRIS user groups have started to engage with RIOXX.

» Currently 35 institutions (EPrints) that have installed the RIOXX plug-in and are starting to collect relevant data.

» DSpace users are in planning to implement.

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REF package

» REF OA compliance checker (EPrints)

› Works with the dates plug-in (EPrints)

› Works with the RIOXX data collected

› Works with REF 2014 plug-in (will be updated for REF 2020 requirements)

› REF OA compliance checker (EPrints) ready in early Jan 2016

› Developing a screencast

» DSpace REF OA compliance checker (currently scoping).

26/11/2015 14

Jisc Repository Technical Support

26/11/2015 15

https://www.jisc.ac.uk/repository-technical-support

Find out more…

OA and the REF – Jisc initiatives to help you comply. ARMA conference 02/06/2015 16

Contact…

Balviar NotayScholarly Communications Services Manager

balviar.notay@jisc.ac.ukhttp://www.jisc.ac.uk/open-access

Except where otherwise noted, this work is licensed under CC-BY-NC-ND