This document summarizes a workshop on the Jisc Repository Shared Services Project. The workshop included a discussion of the project's Publications Router function and an update on HEFCE's new open access policies and an early survey of repositories. Attendees then broke into groups to discuss barriers to implementing the new policies and providing input to help guide the project's development. The groups reported back and the requirements were refined based on the discussion.

1. Muriel.Mewissen@ed.ac.uk Repository Fringe 2014 - Edinburgh - 31 July 2014 1

2. Workshop
1. (10/15mins)
– Context - Jisc Repository Shared Services Project
– Reminder - Publications Router function & offer
– Update - HEFCE AAMs & early survey results
2. (20 mins) Discuss & Input - Group breakout
3. (10 mins) Report & Summary
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3. Bringing together key repository services to deliver a connected
national infrastructure to support OA
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4. Support for Integration
• Repositories to implement - patches, scripts and plug-ins
produced by repository shared services. Support is being
planned via:
• Repository Support Project (RSP)
• Planning co-ordination with platform-specific support
through Eprints Services, the DSpace community and
Fedora.
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5. Muriel.Mewissen@ed.ac.uk
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6. Offer to Supplier
• Forward your content directly to IRs
• Expose your OA content through GUI and
• API for browsing and downloading
• Accept your metadata: metadata only,
• metadata and OA full-text, or metadata and embargoed full-
text
• Identify target IRs using affiliation in your metadata
• Allow onward tracking of your content
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7. Offer to Consumer
Direct Delivery of OA content
• Get OA content from all data suppliers to IR SWORD endpoint
• Get all content using one single metadata format
• Importer scripts available for Eprints 3.3. & 3.2, DSpace 1.8
Direct Delivery of All content
• As above (without DSpace) plus
– Agree to manage embargo periods
– Get OA and embargoed content
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8. Offer to Consumer
Browse
• See all OA content from all data suppliers
• Web GUI http://broker.edina.ac.uk/
• Search by target repository and author
Harvest
• Get all OA content from all data suppliers
• Use OAI-PMH APIs http://broker.edina.ac.uk/cgi/oai2
• Search by target repository, author and funder
• Choose from multiple formats
Notification
• Receive monthly email alerts of new content from all data suppliers
for chosen repositories
• Self-register at http://broker.edina.ac.uk/cgi/postcard_registration
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9. HEFCE REF OA mandate
• Change the requirements – AAMs
• Require new workflows
• Explore, support, revise & adapt – Chance to Input
• Jisc survey of HEIs
– Circulated via UKCoRR, ARMA, RLUK, SCONUL 2-18 July
2014
– 113 respondents
– Some duplicate institutions – responses from different
people within same institution
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10. How well would each of the following
ways of getting the accepted
manuscripts into your institution's
system(s) work for you?
Jisc Publications Router – Repository Fringe 2014, Edinburgh 10
•
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11. i. Third-party service to push content
to your system (e.g. using SWORD).
• Wouldn't work 8%
• OK at a push 11%
• Satisfactory 23%
• Ideal solution 21%
• Don't know 37%
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12. ii. Pull the content into your system using
an API.
• Wouldn't work 1%
• OK at a push 9%
• Satisfactory 30%
• Ideal solution 29%
• Don't know 31%
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13. iii. Receive the content via email as file
attachments.
• Wouldn't work 7%
• OK at a push 43%
• Satisfactory 30%
• Ideal solution 6%
• Don't know 14%
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Repository Fringe 2014 - Edinburgh - 31 July 2014

14. If there is another solution not listed above
that would work better for you, please
describe it here.
• “Deposit at publication”
• “Our academics receive their post-prints and upload them to the
repository. Why or how would other systems be needed or help?”
• “Solutions above are good, the ideal source of this information and
metadata would be from publishers.”
• “SWORD-like technologies would be interesting provided that
institution/author matching is really good. A pull system would give us
more control and reduce the scope for errors”
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•Some example replies…
Repository Fringe 2014 - Edinburgh - 31 July 2014

15. • “Anything that involves minimal reliance on academics updating
information etc would be ideal. I can see how this could work for the
meta data, but not sure how we'd also get the post-print.”
• “Self deposit directly into system”
• “Publishers to provide the metadata to institutions on acceptance. We
cannot rely on authors to do this.”
• “researchers will have to do it themselves - we can't rely on management
or software to do it for them.”
• “being notified of accepted manuscripts by publishers so that we can
liaise with authors”
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•
More example replies…
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16. Discussions with publishers
 Representations are still underway
 Most publishers open to this agenda
 Most interested in principle in depositing via Router
 Uncertain about technical issues
 Jisc to make more specific proposal to them in late
September
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17. Breakout
• Small group
• Discuss the barriers & issues
• Inform developments
• Suggested questions
• Choose 3 questions/topics max
• 1 reporter per group
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18. Summary
• Report from each group
• Refine requirements
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