The overall aim of E2E is to reduce the burden of Open Access (OA) implementation by establishing improved methods for dealing with requirements and issues such as:

  • Which metadata to store to satisfy funders, interested parties, and internal requirements.
  • Practical solutions to integrate capture and report metadata with existing infrastructure.
  • Methods for linking award information with outputs and outcomes.
  • The need to integrate the OA requirements of the next REF into processes.
  • The ramifications of limited engagement with OA and the potential for sanctions and reduced impact of the goals of OA policies.

There are multiple relevant metadata standards at varying degrees of maturity and Organisations use a variety of systems.  Many do not have a robust method of recording open access activity.  Spreadsheets are often used with the associated issues of inconsistencies and restricted access due to multiple users and non-integration with other core systems.  Finance Information is typically held in Finance Systems with no key to link it to the relevant publication.

In cooperation with other stakeholders such as CASRAI and related Jisc projects, we will actively contribute to provision of a standard metadata recording and reporting specification that will facilitate analysis of open access activity and reporting to funders. To this end, the project will include provision of improved mechanisms to link award information to research outputs.

The above functionality will be delivered via the EPrints platform, however we intend to work with the wider community thus ensuring standardisation as far as possible with other platforms and facilitating the evolution of robustly tested generic requirements.  We will specifically include exploration and testing of the functionality in the Hydra platform in the project. This cross-platform comparative dimension, alongside cross-programme communication, will help ensure the development of sector-scale functionality.

We believe that communication is key and therefore several workshops will be arranged and widely advertised to discuss issues, share solutions, and plan future work. Open Access is wide reaching and is intrinsically linked with global developments to support open data, impact narratives, and evidence of research efficiencies. Thus, any recommendations in relation to wider open access activities such as dataset management, impact, and, other research outcomes will be shared with relevant stakeholders and feed into other initiatives.

Objectives

The key objectives for the E2E project are:

  • To provide a standard metadata profile and functionality within EPrints to support the Funding Councils’ Open Access mandate for the next REF, funder, and internal requirements. This will be widely discussed and shared with other HEIs and be beneficial to the EPrints community and beyond.
  • To establish reporting capability in EPrints to provide assurance about the processes involved in recording open access information.
  • To apply the standard metadata profile to a further digital repository infrastructure, Hydra, and provide guidelines on its applicability.
  • To provide workshops and fora where stakeholders can identify issues and potential solutions, to summarise these, share these as widely as possible using existing networks, and proactively encourage problem solution and information sharing.
  • To identify issues associated with implementation of the new REF open access requirements and propose some solutions.
  • To identify issues associated with engaging researchers with the open access agenda and propose some solutions.

Strategic alignment

The project specifically aims to align organisations with:

  •  Changes required to workflows and systems to facilitate compliance with future REF open access requirements.
  • Changes required to workflows and systems to comply with RCUK and Horizon 2020 open access requirements.
  • HEI policies for open access and good research practice

Scope

The scope of the project will be open access to articles, and to conference proceedings with an ISSN.  Detailed metadata about datasets (excluding that included in the requirements for open access to articles) and other research outputs are outwith the scope.

Communication, dissemination and events

Under E2E, we will organise several workshops for stakeholders to hear about the outputs and to feed in ideas and suggestions. These workshops will be open to all and we will actively encourage HEI’s, system providers, funders, publishers and a range of other interested parties to attend.

There is also a project blog. Significant communication will take place both informally and formally through networks such as UKCoRR, ARMA, SCONUL, RLUK, EPrints, PURE and Converis User Groups and via social media such as Twitter (please use the hashtag #e2eoa).

We will proactively communicate with other projects in the programme and utilise tools and fora particularly the OA Implementation Community provided by Jisc for such purposes.