Moving Open Access Implementation Forward

In December 2016, JISC released Moving Open Access Implementation Forward: A Handbook for Open Access Good Practice Based on Experiences of UK Higher Education Institutions. The handbook is based on the experiences of the nine pathfinder projects. Though this resource is aimed at staff involved in supporting open access implementation in the UK, it is also of use to others. The handbook is published under the CC BY 4.0 licence.

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Following the completion of the Open Access Good Practice (OAGP) initiative, JISC has produced a new handbook based on the experiences of the nine pathfinder projects  (involving 30 universities plus a wider community of practice of more than 200 professionals from 90 universities). The pathfinder projects are producing advice, guidance, models, case studies and other support materials to help the higher education sector to implement open access (OA) as efficiently as possible.

      # OA good practice (JISC, short video) 

     # An introduction to OA (JISC, quick guide) 

     # Complying with OA policies (JISC, quick guide) 

 The handbook summarises the lessons learned by the projects and points towards key tools and resources, according to the following recommendations: 

Baselining and policy compliance

 

 

Capture your current situation

 

Benchmark against other institutions

 

Treat implementation as a project

 

Take advantage of opportunities for change

 

Integrate compliance with other reporting and systems

 

Involve stakeholders from across your institution

 

Incorporate open access into institutional strategies

 

Find positive solutions

 

Set up regular reviews

Structures and workflows

 

 

Find the right approach for your institution

 

Review your whole workflow or fine tune individual tasks

 

Coordinate processes across your institution

 

Think about mapping to existing processes

 

Consider how you handle REF exceptions

 

Explore workflow models

 

Ensure sustainability

Advocacy

 

 

Get to know your researchers and how they work

 

Keep the message clear and simple

 

Promote the wider benefits

 

Help researchers navigate the policy landscape

 

Use a range of approaches

 

Review your support regularly

 

Encourage institution-wide involvement

 

Get the buy-in of key stakeholders or champions

 

Ensure support staff have the right skills

Cost management

 

 

Understand the OA cost management landscape

 

Capture workflow costs

 

Adapt your cost management workflow to make time-saving efficiencies

 

Track down “APCs paid in the wild”

 

Provide feedback

 

Make a case for an institutional open access fund

Metadata and systems interoperability

 

 

Standardize your data entry

 

Implement systems that will help you automate OA workflows

 

Be part of the discussion

   # A detailed review of the initiative and the individual projects, including a list of outputs by project, can be found in the final report OA Good Practice Initiative.  

   # comprehensive list of the resources produced as part of the initiative is also available.

   # Read the full text of the handbook here.

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