Jisc Open Access Good Practice Workshop

Options for administrative efficiencies in OA implementation

Kara JonesLibrary : University of Bath17 June 2014

The pitch:

‘Options for administrative efficiencies in OA implementation’

• Expectation of increased costs, both financial and administrative during the transition from subscription to an OA model for the journal market.

• Where are the administrative overheads and how can they be reduced?

• Look at workflows for various types of APC payment options and pinpoint where institutions may make savings in staff and administrative costs.

• Pilot of recommendations and development of data to help with projected staffing arrangements to deal with OA payments.

• Payment effects on stakeholders – not transferring the load to authors/ publishers /etc.

• Look at workflows for reporting on Open Access and potential reductions in administration.

Not in scope:

• Actual APCs charged by publishers (although we will investigate whether pre-pay bundles skew or change the responsiveness of the APC market)

• Off-setting of APCs to subscription costs

• Technical specifications for metadata exchange

More:

• Building on Jisc APC project: compliance checklists, best practice guidelines for third party intermediaries for APC payments, case studies.

• Gathering evidence on the use of:• voucher / waiver codes• pre-pay bundles and discounts• credit cards• other payment options

• Gathering evidence of the administrative load on authors and publishers .

• Using a methodology (Lean Six Sigma) to guide improvement in processes, reduce wasted/redundant workflows and making systems work better.

• Guidance or solutions suggested should be scalable so as to be relevant to as wide a community as possible.

Questions/comments?