Sector and enterprise efficiency; Open agenda; Research enablement Outlined in Open Mirror report: this is a necessary piece of preparatory work to ensure Jisc investments are well-made A systematic mapping exercise and review of the potential of elements of the infrastructure, national and international infrastructure for OA A systematic mapping of OA infrastructure elements Better Jisc investment decisions, with more support from our customers and stakeholders May 2014 Sept 2014 Complete 2014 Open Mirror report
Open agenda; Research enablement Open Mirror report suggests but does not conclusively that valuable services / tools can be built over an OA aggregation. A number of user-focussed, pilot projects to demonstrate to end users the potential benefits of different uses of the OA aggregation. Views by subject will be important for interfaces built on top of any aggregation Reports Tool / service concepts Code Evidence of the of the aggregation in supporting new tools / services Stimulate developers and system / service providers (including Jisc) to use the aggregation to products of value to Jisc customers Business case for aggregation accepted by stakeholders July 2014 – start Jan 2015 - complete 2014-15 Open Mirror report Open agenda; Research enablement Stakeholder response to Open Mirror study has been to ask for further consultation. Managed consultation on Open Mirror (and perhaps related services) Consensus on next steps in service provision in this area Reduced risk of dissent or disagreement among Jisc stakeholders and customers on Jisc’s plans. July 2014 – start Jan 2015 - complete 2014-15 Open Mirror report trial
Sector and enterprise efficiency; Open agenda Rationale: HEIs need help demonstrating compliance with funder OA mandates. Identification of services to increase efficiency and reduce risk of non-compliance Jisc Monitor: testbeds and mini-pilots Gold OA infrastructure group Pilots / testbeds Case studies Options appraisal(s) for services Requirements catalogue Draft roadmap toward services Standards development Institutions have robust evidence to demonstrate compliance wth funder mandates Examples could include: •Improvement in compliance rates •Economic value of such an improvement Evidence of compliance needs to be provided by customers: baseline then changes. Could be sampled. Delivered throughout 2014 and into 2015 as per agreed workplan 2014-2015 2013- Jisc APC case studies, Jisc APC evaluation activities, feedback from Jisc Monitor workshops.
Sector and enterprise efficiency; Open agenda Rationale: Moves to Gold OA threaten to be too costly for institutions Value: Improved Jisc negotiating position on behalf of institutions. Collection and analysis of data on journal costs to institutions / sector (some aspects of work) ‘Total value of ownership’ Internal reports and briefings Buy-in from Jisc’s customers Reports: value of any savings resulting from information in report. Internal reports: survey users on value Buy-in: trend surveys (could be sample) of response 2013- 2014-2015
Research enablement: sector efficiency; open agenda NHS Pilot: Extending access to academic licensed research contentt to NHS users. Provides users with content they do not have access to in support of their research activity in the NHS sector Partnership building: NHS, publishers, academic; relationship and expectations management; procurement process, publisher negotiation, NHS user engagement, authentication issues, licensing, promotion, usage analysis, business modelling, reporting Access to published journal content to NHS users for a free period; delivery of usage statistics; analysis and report including business model. NHS will have access to academic research content at minimal or no cost Better treatment? April-Dec 2013 - establish group and run 2014 the Pre-Pilot period related to access. April 2014-March 2015 the pilot period. June - final report NHS Pilot: 1.4.2014 - 30.3.2015 Finch report
Research enablement; Open agenda Rationale: OA seen as potential alternative to failing monographs business model Value: Viable monograph models supporting largely AHSS research OAPEN deposit service, Knowledge Unlatched pilot Reports on OA monograph publishing deposit service Pilot KU service Increase in OA monograph publishing supported by evidence that Jisc work has been influential; case studies confirming of sample of OA monographs to avoid “vanity publishing” criticisms. Survey users (depositors and readers) of deposit service to determine value and cost of alternative ways to achieve the same result. 2011-2015 Analytics would include downloads from repository/ies
Research enablement Rationale: Changes are happening in peer review methods and accepted practice Value: tbc Review of peer review methods and the potential of new technologies Review report Better investment decisions by Jisc and HEIs in scholarly systems Better products on offer to the sector tbc tbc Anecdotal, to be confirmed by consultation with Jisc stakeholders, eg at the Scholarly Comms Advisory Group Activity 2: Technical standards implementation Jisc impact area Rationale Activity Outputs Impact Milestone Evidence of demand
Sector and enterprise efficiency Rationale: Finch and Open Mirror reports identify major inefficiencies in institutional / shared systems eg repositories Value: Increased efficiencies in repository / CRIS operations. Repository and CRIS CASRAI, V4OA, some elements of the “repository package”, ORCID pilots Standards, protocols, vocabularies Guidelines Implementation guidance Reference implementations Will be able to track research across scholarly systems and tie publication with research funding. Institutions are easily able to meet funder requirements (REF, RCUK policies etc) through their systems. Funders better able to monitor compliance to policies and move towards a more automatic way of compliance. Supports the building new services and functions needed by the community (Jisc Monitor) Update application profile to include V4OA outputs. Meets RCUK requirements and Where feasible also HEFCE requirements. (March/April 2014. Update software patches: May (2014) Repositories start to integrate plug-in/metadata in repositories. (July 2014 to July 2015) RIOXX Guidance for repositories: June 2014 Consolidated web presence as part of UK repository package: September 2014 (TBC) RCUK and HEFCE are both wanting RIOXX to be implemented within repositories to support data collection and compliance. Improving metadata quality is required by a number of services such as IRUS, CORE, OpenAIRE, Jisc Monitor. Institutions want guidance for metadata and common vocabularies as this is a common bottleneck for data sharing. Jisc impact area Rationale Activity Outputs Impact Milestone Evidence of demand
Open agenda; Sector efficiency; Research UK infrastructure needs to meet international requirements, eg H2020 OA policy, mobile researchers / ERA. Partnership with OpenAIRE Workshops, events, etc for Jisc customers Enhancement of OpenAIRE infrastructure by reference to UK work. Enhancement of UK infrastructure by reference to OpenAIRE work. Seamless infrastructure reducing barriers to researchers moving across Europe. Compliance with H2020 OA policy. Jan 15 start 2018 finish? Open Mirror report Other tbc Activity 3: Capacity building Jisc customers Jisc impact area Rationale Activity Outputs Impact Milestone Year/s Evidence of demand
Sector and enterprise efficiency; Research enablement Rationale: Institutions facing significant investment decisions and uncertain requirements Increased capacity to select systems that meet requirements efficiently Support for institutions procuring research information systems 1. get validated requirements 2. assess products against core requirements 3. consider framework agreements / discounts for the products that best meet requirements Common / core requirements document Product reviews against requirements Framework / discount offers for these products negotiated by Jisc Better decisions by institutions Better products offered into the market Proposed: Oct 14: Common / core requirements document Dec 14: Product reviews against requirements From Feb 15: Framework / discount offers negotiated by Jisc 2014-15 Currently anecdotal: to be confirmed by consultation with stakeholders. Jisc impact area Rationale Activity Outputs Impact Milestone Year/s Evidence of demand
Sector and enterprise efficiency; Research enablement; Open agenda Rationale: the transfer of copyright to third parties unnecessarily complicates the IPR landscape for research users. Value: increased and impact of UK research; reduced costs of achieving this. Promotion of a non-exclusive “licence to publish” approach, whereby authors retain copyright. Briefing materials Events Communication activities, in partnership with others Increased re-use and impact of UK research; reduced costs of achieving this. Evidenced by increased rights statements indicating rights retained by author; usage of material so licensed. Uncertain how to evidence reduced Oct 2014 – start; update existing materials, product new ones Jan 2014 – first event / dissemination Dec 2015 - complete 2014-15 Open Mirror report Other tbc Activity 4: Services (existing, emerging) Jisc impact area Rationale Activity Outputs Impact Milestone Year/s Evidence of demand
Sector and enterprise efficiency; Open agenda Rationale: Reliable usage data enables benchmarking, evaluation, user services, etc. Value: Institutions better able to benchmark, evaluate and provide services. IRUS-UK Usage statistics shared service for repositories Appropriate interfaces Review of opportunities to expand to cover publishers Guidance for institutions Sustainability plan Institutions better able to benchmark, evaluate and provide services Institutions able to easily provide robust usage figures for management reporting, wider business intelligence and benchmarking. Increasing usage figures demonstrates the impact of OA repository infrastructure investment. (13.5 million downloads from July 2012 to March 2014 from 54 repositories. (Take this as a baseline?) Survey to check that downloads were valuable to Jisc customers Production strength service infrastructure: July 2014 Improve UI to July 2015) Modified API SUSHI and COUNTER Increase Repositories being harvested Target 150? by July 2015 (TBC) Tracker Code and guidelines via IRUS toolbox (Available) Established helpdesk procedures: July 2014) Draft sustainability plan Dec 2014) 2013 - 2015 Current annual usage survey is not yet closed so figures will change): 68% reported that IRUS-UK has improved statistical reporting 65% reported that IRUS-UK saves time collecting statistics 65% reported that IRUS-UK enables reporting previously unable to do 35% reported that IRUS-UK enhances decision making 83% hope to use IRUS-UK for benchmarking
Sector and enterprise efficiency; Open agenda Rationale: HEFCE policy will require repositories to record all potential REF submissions. Value: Reduced costs in populating repositories. Repository Junction Broker (note: name will change) Broker service Appropriate interfaces Sustainability plan Reduced costs in populating repositories. (Need to quantify this) More content in repositories deposited in an automatic way from content providers (publishers, subject repositories etc) (perhaps the is in the use of this content, hence data from would help?) All (?) repositories and CRISs have a mechanism to receive content: March 2015 (Date TBC) Licence agreements with institutions for OA are signed by all participating repositories. (Date TBC) SLA: March 2015 (TBC) Draft sustainability plan: March 2014 (TBC) 2013-2015 Both EuropePMC and Nature Publishing Group participating in pushing data and see this as a benefit to institutions. Also identified by the Open Mirror work as a mechanism to assist in Gold OA landscape.
Sector and enterprise efficiency; Open agenda Rationale: Authors and institutional need information on what they must and can do on OA. Value: Time saved by authors and library staff checking policies and permissions Sherpa RoMEO, Juliet, FACT Information services Appropriate interfaces International sustainability plan Time saved by authors and library staff checking policies and permissions Institutions have clarity, transparency and confidence about deposit licences and compliance to funder policies. (RoMEO saves an institutions time £9,788pa approx) – extrapolated from (i) workflow analysis and (ii) RoMEO usage data Robust technical infrastructure: March 2015 (TBC) Improved data quality (Dec 2015 - ongoing) Improved UI for all services: March 2015 (TBC) APIs for all the services: December 2014 (TBC) Draft Sustainability Plan December 2014 (TBC) 2013-2015 · receives over 30,000 visits per week and on average 15,000 requests per day. JULIET receives. FACT is being by RCUK and Wellcome to support compliance to OA policies. Initial usage statistics (Display of Results) January to March 2014 show 4717 unique page views. Juliet: (Need to get the latest usage figures)
Sector and enterprise efficiency; Research enablement; Open agenda Rationale: OA aggregation can support a range of end-user services. Value: More efficient end-user services CORE / Open Mirror Aggregation of UK OA content Aggregation of OA content worldwide Appropriate interfaces Need user testimony of the value of these impacts.. Increased visibility and usage of OA content in repositories via the aggregation, search engines and library systems / services Provides business intelligence and supports quality management and also management reporting for repository managers Better business intelligence for standards development and monitoring uptake. Better business intelligence for funders such as monitoring Gold OA SEO for Google Scholar (April 2014) Supplying OpenAIRE compliant records: September 2014 (TBC) Robust Technical Infrastructure (date TBC) Draft sustainability plan: April 2014 (TBC) 2013-? Need identified through the aggregation use cases and KPL search report. Currently the service receives (xxx) visits per week?? IRUS consolidates download stats from CORE. CORE Data has been integrated by Europeana via the API
Research enablement; Open agenda Rationale to be developed from current NMS Futures work Open Monograph publishing platform NB – being taken forward in Futures Use documentation. Hosted technical platform (such as OMP). Framework agreements with presses and publishers. Case studies/pilots. Business and format experimentation Increase in (institutional) monograph publishing. Smaller institutions and HEIs establish small, open presses. Increased between institutions and libraries, and publishers and presses. Improved preservation of open, digital monographs for research, teaching and learning. Improved skills base for institutions and libraries. June 2014 - Use case and requirements gathering. June/July 2014 - Technical and landscape review. August 2014 - Platform alpha testing and piloting. . January 2015 - proto-service pilot. 2015- Need evidence of demand to support impact claims.
Rationale to be developed from current Futures work Open Journal publishing platform NB – being taken forward in Futures Hosted journal publishing platform (such as OJS). Value-add services and plug-ins, such as SafeNet and Keepers. Cases studies. Increase in (institutional) journal publishing. Increase in open access journals. Reduced journal costs for libraries. Increase in smaller and specialist journals. Improved skills base for institutions and libraries. July 2014 - Technical landscape review. August 2014 - testing and piloting. January 2015 - proto-service pilot. 2015- Sector and enterprise efficiency; Research enablement; Open agenda Rationale: Jisc customers benefit from trusted information and guidance Value: More informed investment decisions by Jisc customers Various Jisc advisory services NOTE: These are delivered outside this workplan Defined outside workplan?
Activity 6: Market research / business case Jisc impact area Rationale Activity Outputs Impact Milestone Year/s Evidence of demand Sector and enterprise efficiency; Research enablement; Open agenda Rationale: Jisc’s work needs to be informed by demand from the sector. Value: Appropriate Jisc interventions (as above, and in the future) meeting sector needs. Jisc Scholarly Communications Advisory Group Sector groups (OAIG, UUK group) OA Good Practice- OA Implementation community Notes from quarterly meetings Notes from meetings Jisc offer that demonstrably meets an explicit business case drafted by Jisc and confirmed by Jisc’s customers. Quarterly meetings OAIG twice yearly 2014- WIlson report Sector and enterprise efficiency; Research enablement; Open agenda Rationale: Without convincing evidence of the value and impact of Jisc’s work, then we will lose sector support. Value: The sector risks losing valuable services through a lack of evidence of that value; this work reduces that risk. Dedicated value and impact work TBC Risk reduction (see Value) Jisc offer that demonstrably meets an explicit business case drafted by Jisc and confirmed by Jisc’s customers.. TBC 2014- WIlson report
Activity 7: Communications Sector and enterprise efficiency; Research enablement; Open agenda Rationale: Jisc’s work to be communicated effectively for it to be used and valued. Value: Maximises the value the sector gets from Jisc interventions.. Communications planning Website Social activity Press releases Design and production of major reports Briefings for institutions Events OA Good Practice/ OA Implementation community Gantt chart, regularly updated Web content Tweets, blog posts Press releases Reports Briefings Events Maximises the value the sector gets from Jisc interventions (overview of impact evidence; perhaps a survey) Well-used services (absolute usage, trends, % of potential users actually using them, etc) High awareness of and support for Jisc’s work in this area (% of people in relevant involved/aware, number reached by channels such as workshops, newsletters etc.) Immediate milestones include: April 2014: Response to REF OA announcement; Web presence for scholarly communications Plan for monthly corporate blog posts Thereafter, tbc 2014- Wilson report