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The collection unbundled
Processing and monitoring open
access outputs
AKA - Piecing together the Open Access jigsaw
David Kay & Owen Stephens - www.serohe.co.uk
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
What about
OA article
Stewardship?
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
150331 uksg jisc monitor breakout
`?
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)
150331 uksg jisc monitor breakout
150331 uksg jisc monitor breakout
150331 uksg jisc monitor breakout
150331 uksg jisc monitor breakout
Possible
Service
Possible
Service
View prototype at http://apc.ooz.cottagelabs.com
Possible
Service
150331 uksg jisc monitor breakout
Jisc Monitor Local
Prototype
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
150331 uksg jisc monitor breakout
150331 uksg jisc monitor breakout
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
150331 uksg jisc monitor breakout
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
150331 uksg jisc monitor breakout
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¡¯
150331 uksg jisc monitor breakout
Tasks
? Workflow management, driven by data
? Institution specific
? What workflows and tasks do you want to support?
Integration
? Repositories
? Publisher information
? KB+
? Compliance information
150331 uksg jisc monitor breakout
150331 uksg jisc monitor breakout
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)
Compliance checking
? CORE
? Europe PMC
? Open Access Gauge
? Sherpa
? ContentMine
? [Gateway to Research?]
More integration?
Jisc Monitor UK Aggregation
Service Prototype
150331 uksg jisc monitor breakout
150331 uksg jisc monitor breakout
150331 uksg jisc monitor breakout
150331 uksg jisc monitor breakout
Wrap up ¨C Relevance to Libraries
? Tracking OA for Funders and the REF
? Assessing Subscription Costs
? Curating our stuff
? Exposing stuff as ours

More Related Content

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)
  • 12. Possible Service View prototype at http://apc.ooz.cottagelabs.com
  • 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?
  • 26. Integration ? Repositories ? Publisher information ? KB+ ? Compliance information
  • 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)
  • 30. Compliance checking ? CORE ? Europe PMC ? Open Access Gauge ? Sherpa ? ContentMine ? [Gateway to Research?]
  • 32. Jisc Monitor UK Aggregation Service Prototype
  • 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
  • #22: Currently refining this part of the model
  • #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
  • #32: What would you like to see?