JISC Collections 20 November 2008 | JISC Collections AGM 2008 | Slide 1

Jisc APC Briefing Session

JISC Collections

Jisc APC Briefing Session

•Welcome, introductions, scene setting, aims and objectives of the pilot

•Demonstration of Jisc APC

•Managing the money

•Working with publishers

•Requirements of pilot institutions

•Q & A

•Closing remarks, next steps

JISC Collections

Survey responses: Jisc APC pilot institutions by Jisc band

JISC Collections

Survey responses: Jisc APC pilot institutions by group

JISC Collections

Number of articles published by academics from your institutions

JISC Collections

Survey responses: does your institution have a CRIS or planning to implement one?

JISC Collections

Survey responses: does your institution have a fund for APCs?

JISC Collections

Survey responses

The Library and/or Research Support Services/Research Office is leading on development in this area in virtually all institutions

The approximate number of articles authored by staff in the last 12 months ranged from 0 to 12,000

JISC Collections

Jisc APC pilot aims and objectives

JISC Collections

Jisc APC pilot aims and objectives

APCs

Collate information on the level of APCs and understand the extent to which APCs can be negotiated and the factors that influence this

Systems and processes

Support organisations in developing more efficient and cost-effective processes for managing APCs

Identify the types of value-added services that complement Jisc APC and could be provided via the platform as well as support for these services

Identify opportunities for standardisation and define the types of standards required to facilitate effective data exchange

JISC Collections

Jisc APC pilot aims and objectives

Information sharing

Identify, capture, monitor and disseminate data of interest to all stakeholders throughout the pilot

Identify and establish links with other systems or services active in this area

Role of a 3rd party

Test the ability of a third party in providing efficiencies for institutions and publishers in a Gold OA environment

Identify the advantages (and disadvantages) of a third party in this administrative role for the various stakeholders

Build and develop the knowledge base and expertise within JISC Collections in this new area

JISC Collections

Jisc APC Steering Group

Ann Rossiter, Sconul

David Prosser, RLUK

Giles Carden, University of Warwick

Margaret Hurley, Wellcome Trust

Martin Moyle, UCL

Mark Toole, University of Stirling

Neil Jacobs, Jisc

Mark Thorley, RCUK

Ian Carter, Association of Research Managers and Administrators (ARMA)

Paul Harwood, Jisc Collections

Lorraine Estelle, Jisc Collections

Ade Soremekun, Jisc Collections

Jo Lambert, Jisc Collections

Carolyn Alderson, Jisc Collections

Simon Thomson, OAK

Robert Kurn, OAK

JISC Collections

Jisc APC demonstration

JISC Collections

Jisc APC Phase1 and 2

Phase 1 workflow – from 1st April 2013 (with institutional agreements in place)

– All invoices forwarded from authors/universities/publishers to Jisc Collections

Can we run all invoices through system? Yes

Can we deposit our funds with Jisc APC? Yes

Can we get admin reports for all transactions? Yes

Can we manage current publisher agreements via this system? Yes

Phase 2 workflow (with publisher agreements in place)

– All invoices forwarded directly from publisher to Jisc APC Yes

JISC Collections

Managing the money

JISC Collections

Managing the money

Once article accepted by institution, JISC APC is informed and system updated. Request for payments are then created

Request for payments are created by the JISC APC database and electronic copies sent to relevant Institutions

All Request for payments are linked to a specific publisher, Institution, currency (£,$,€) and journal title

Institutions either make payments to offset any request for payments received or decide to deposit funds with JISC Collection

All funds are kept in designated JISC Collections bank accounts, deposits include terms associated with managing and utilisation of said funds.

JISC Collections

Managing the money

Institution make payment for any RFP received by the agreed payment terms or notify JISC Collection to use relevant deposits.

Publishers issue Invoice to JISC Collections to collect amalgamated funds from relevant institutions on agreed time scales

Payments made by JISC Collections to publishers within pre agreed payment terms (30 days)

All transactions are logged unto the APC database so all parties can follow the money trail

It is essential that Institutions fully understand the VAT rules regarding the RFP’s as we won’t be issuing Invoices.

It is the responsibility of each institution to account for their own VAT via reverse charge or any other appropriate means.

JISC Collections

Managing the money