There has been much preparation over the past couple of years to put in place processes to enable compliance with the HEFCE REF Open Access policy that came into force on 1st April 2016. This preparation was itself building on, in many cases, a number of years of Open Access advocacy. Open Access is now better established than it has ever been, particularly within libraries. The further embedding of Open Access within our institutions remains, though, an ongoing task.

At this Learning Exchange, those institutions within the Northern Collaboration that have participated in the Jisc Open Access Pathfinder projects over the past two years will share their experience and the findings from this project activity. All the projects have focused in different ways on embedding Open Access within institutional processes and systems. The day will look at embedding from different perspectives: the Open Access lifecycle, APC management, CRIS/repository systems, and general top tips.

The exchange is also open to attendees sharing their own practice where this has proved to be effective. Open Access will require local processes, but there is much we can learn from each other to make it the embedded activity we would like it, and need it, to be.

Agenda:

10:00 – Coffee/tea

10:20 – Welcome – The HHuLOA project, to include overview of Pathfinder projects

10:30 – Session 1 – The Open Access Lifecycle (including different stakeholder perspectives, link to ERM, link to Jisc Monitor services) - the HHuLOA project

11:30 – Session 2 – APC management, experiences and practices - Optimising Resources to Develop a Strategic Approach to Open Access project (Northumbria/Sunderland) / Pathways to Open Access project (UCL/Newcastle/Nottingham)

12:30 – Lunch

1:15 – Session 3 – 3 short presentations on capturing data for HEFCE (system, metadata, and process) - EPrints / PURE / Hydra (and open to DSpace input from other sites) - to include input from opeNWorks project (Manchester and northwest partners) and End to End Open Access (e2eoa) project (Glasgow/Lancaster/Kent/Southampton)

2:15 – Session 4 – Making Open Access work across our institutions: Pecha Kucha style good practice sharing with input from the projects and an invitation to attendees to share. Volunteers welcome!

3:15 – Wrap-up and conclusions from the day. A panel from all projects focusing on next steps.

3:45 – End

Image from SPARC video "Open Access Policies: An Introduction from COAPI", available on Youtube at https://www.youtube.com/watch?v=UcXpF8bU714, available under a CC-BY license.