Institutions are starting to realise the benefits of open access, but one barrier to achieving this has been poor interoperability between funder, publisher and institutional systems.
There are now steps that your institution can take to help make improvements.
What you can do
In order to better understand key information that needs to be collected for OA compliance reporting, you can use our RIOXX metadata application profile and guidelines, developed in consultation with research funders.
To simplify the process of collecting and validating the metadata needed to achieve funder (Research Excellence Framework (REF) and Research Councils UK (RCUK)) OA compliance, we have developed RIOXX software applications that will help you with the most common repository platforms.
Your RIOXX repository records will be passed (via the Open University and our CORE service) to OpenAIRE, where they are automatically mapped and transformed into records which comply with the European Commission Horizon 2020 policy.
Implementing ORCID in your institution could help you manage better workflows around OA and research management. ORCID provides a unique, persistent, internationally-accepted identifier for researchers and is increasingly being used by research funders and publishers.
For cost management
Our Article Processing Charges (APCs) spreadsheet will help you report on block grants for APCs from both Research Councils UK (RCUK) and funders who are partners in the Charity Open Access Fund, such as the Wellcome Trust.
If possible, you should share APC data openly in this format - for example, using a service like Figshare - to increase transparency in the market.
For discovery, use and impact
Implementing RIOXX can improve metadata quality. It therefore leads to better discovery of, and access to, content via search services such as CORE. Furthermore, because RIOXX records include a rights statement, users will be more confident in using that content.
Installing the Institutional Repository Usage Statistics (IRUS) service tracker code within your repository will give you more trustworthy usage and benchmarking statistics. This is because IRUS uses the international COUNTER standard to measure use of repository content reliably.
A key next step is to improve international interoperability. We have already worked hard to ensure that the services mentioned above take into account initiatives such as NISO - information industry standards - and OpenAIRE - enabling researchers and universities involved in Horizon 2020 projects to comply with the European Commission open access policy.
We are also members of CASRAI whose mission is to adapt the principles and best practices of open standards and data governance to lead and facilitate key stakeholders in annual deliberations to develop ‘standard information agreements’ that serve as bridges between research information users.