The document discusses a prototype for monitoring open access outputs and costs called Jisc Monitor. It describes the background and goals of Jisc Monitor, including tracking compliance, managing costs, and knowing about academics' publications. The prototype would integrate with repositories, publishers, and other services to gather publication and cost data and enable compliance checking. It aims to provide a tool for both local institutional use and national aggregation of open access monitoring information.
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150331 uksg jisc monitor breakout
1. The collection unbundled
Processing and monitoring open
access outputs
AKA - Piecing together the Open Access jigsaw
David Kay & Owen Stephens - www.serohe.co.uk
2. In the next 45 minutes ¡
1 ¨C Ice Breaker - OA Pain Points
2 ¨C Jisc Monitor Background & Likely Outcomes
3 - Monitor Local
4 ¨C Monitor UK Aggregator
5 ¨C Wrap Up ¨C Relevance to Libraries
4. Institutional OA Pain Points
Vote for two of the following
1. Getting value from subscriptions
2. Tracking compliance
3. Managing pre-pay and other financial twists
4. Knowing about our academics¡¯ publications
5. Processing non-traditional research outputs
6. Curating open scholarship
6. `?
Author
Deposits
AAM & other
Publication Events
(e.g. SHARE, CrossMark)
Publication
Evidence
Rep
s
CORE
Router
Various
Services
(e.g. DOAJ, EPMC,
JTOCs),
Compliance
evidence:
- Harvested
- Human
Maintained
Price Lists:
- Harvested
- Human
Maintained
Charges:
- EDI
- Human
Maintained
ID Sources
(e.g. FundRef, ISNI,
ORCID)
16. Data Model
? Intended for building the Monitor Local software
? Complimentary to RIOXX
¨C We will map data elements in our model to RIOXX elements
? Split into 4 overlapping areas
¨C Publication
¨C Costs
¨C Compliance
¨C Tasks
19. Publication
? Based around the ¡®Academic Output¡¯ - which might be an
article, a book chapter, an artwork, etc.
? ¡®Publication Title¡¯ is a container for the publication. Could
be a journal title, a book, an exhibition
? ¡®Publisher¡¯ is the organisation responsible for the
publication
21. Cost Item
? The Cost Item is the key cost entity and includes a monetary amount
to reflect either expected or actual costs
? The Cost Item Status describes whether a Cost Item is Committed or
Actual
? The Cost Item Category is a list of controlled values such as ¡®APC
Base Cost¡¯, ¡®Bank Charges¡¯ and ¡®Refund¡¯ reflecting types of cost which
might be incurred
? The Order reflects the purchase order to which a cost item is related
? The Invoice reflects the Invoice to which the cost item is related
23. Compliance
? Extensible mechanism - we aren¡¯t limited to a set of pre-
determined compliance measures
? Allows for compliance measures to be defined by funders,
funder grouping or by the local institution
? Allows for different types of Academic Outputs to have
different measures
? Records ¡®evidence¡¯ as well as ¡®pass/fail¡¯
25. Tasks
? Workflow management, driven by data
? Institution specific
? What workflows and tasks do you want to support?
29. Compliance checking
? What is the licence a work has been published under?
? What embargo is the work subject to?
? Does the article include the funder acknowledgement?
? Is the article archived in a suitable repository?
? Does the article include an acknowledgement of the research
materials?
? Is the article free-to-read (i.e. accessible without login/payment,
irrespective of the re-use licence)
37. Wrap up ¨C Relevance to Libraries
? Tracking OA for Funders and the REF
? Assessing Subscription Costs
? Curating our stuff
? Exposing stuff as ours
Editor's Notes
#20: Using REF 2014 list of research types as starting point for what is supported
#27: Repositories done via CORE - don¡¯t want to build things twice
Publisher information via CrossRef and notification services as they develop (e.g. Router, SHARE)
More on KB+ on next slide
Compliance information - see subsequent slides
#28: Reminder of where KB+ appears in our data model
#29: More detail of KB+ integration
By sharing identifiers & appropriate APIs can show subscription data
Cost items in both systems - so can compare costs
#31: CORE - tells us about repository deposit
Europe PMC - Licence information & EPMC deposit
Sherpa - tells us about journal policies - which can be used as part of evidence about compliance
ContentMine - could be mechanism for retrieving acknowledgement data
Gateway to Research not currently being worked on but may be needed to help check funding codes for acknowledgements