HEFCE/HEFCW new project to analyse REF case studies

News of a HEFCE/HEFCW commissioned project to analyse the impact of research:

“The objectives of this work are to:

  • Make the impact case studies freely available in a form and format that will enable any researcher to carry out analysis, using a range of techniques and methods including automated text-mining. We envisage that this will be achieved through an online database of case studies.
  • Carry out a qualitative and quantitative analysis of the impact case studies, to extract common themes and messages that will form evidence of the broad impact of higher education research on wider society.

The results of the project will be published in spring 2015.”

Full article can be seen here: http://www.hefce.ac.uk/news/newsarchive/2014/news88461.html

 

WHELF survey of library access schemes

WHELF recently carried out a survey to audit library reciprocal access schemes in Wales. The survey was run as part of Strategic Aim 1 of the WHELF Action Plan: Student Experience to assess whether WHELF was meeting its objective to develop partnership access schemes in order to further the student experience and to ascertain what areas need further development in this area. A 10 question survey via SurveyMonkey was distributed and responses were received from eight institutions: Aberystwyth University, Bangor University, Cardiff University, Cardiff Metropolitan University, National Library of Wales, Swansea University, University of South Wales and UWTSD.

The survey results revealed that the most widely used access scheme in Wales is Sconul Access with regional schemes such as Libraries Together and Linc y Gogledd also very popular. Walk in Access Wales, a recent WHELF project that allows the general public to access electronic resources at participating institutions was also widely used. The largest user group of these schemes are postgraduate students at 87.5%. The general public and undergraduates were in joint second place.

All respondents felt that the library access schemes were of benefit to their institution and their users/members. Additional benefits from the schemes included fulfilling gaps in providing service/resource provision to users along with offering greater choice to staff and students not just in terms of providing access to materials but also offering choice in terms of study environments. The SCONUL Access scheme was seen to add value through offering equity and fairness of provision across institutions. Access schemes were also seen as a useful promotional tool for the University providing benefits to the immediate local community through offering bespoke schemes and regional access schemes such as Libraries Together and Linc Y Gogledd are connecting sectors (HE/FE/public libraries) and areas together by offering a service that covers a wide geographical region.

So, where next? The survey provided WHELF with some useful feedback on developing library access scheme provision including:

  • the need to provide better signposting to the access schemes through making the membership offer more coherent for users e.g. outlining what’s available where;
  • the need for WHELF members take a more ‘joined-up approach’ to provision of access schemes and any address gaps in provision for undergraduates;
  • to provide clearer guidance on schemes e.g. through the provision of a single information portal via the WHELF blog;
  • address gaps in provision for access to e-resources;
  • map the current schemes to see where the gaps are particularly in terms of reciprocal borrowing.
  • better targeting/promotion of the existing schemes;
  • finding an appropriate access scheme for the NLW to join

 

In order to address these issues a WHELF working group will be meeting in September. Progress will be reported on via the WHELF website.

WHELF meeting minutes summary

WHELF (Wales Higher Education Libraries Forum) meeting July 15th 2014: summary of minutes

WHELF met via videoconference between Cardiff, Aberystwyth and Wrexham.

Present: Aled Gruffydd Jones (Chair), NLW; Emma Adamson, Cardiff Metropolitan; Judith Agus, RWCMD; Ann Cross, University of South Wales; Ann Davies, OU; Alison Harding, UWTSD: Carmarthen & Lampeter; Julie Hart, Aberystwyth; Anne Harvey, UWTSD: Swansea,; Mark Hughes, Swansea; Paul Jeorrett, Glyndŵr; Mark Lester, Uof W; Janet Peters, Cardiff; Rachael Whitfield, WHELF Development Officer.

Along with regular standing WHELF agenda items (i.e. the WHELF Action Plan, updates from WHELF sub-groups, information sharing via members’ attendance at conferences, meetings and Sconul groups) WHELF discussed the following topics:

Consultation on the 2014-2020 Ireland Wales Cooperation Programme

WHELF has drafted a response to this Welsh Government consultation. A few additions/amendments to the draft document were suggested by the group including working to resolve IP (Intellectual Property) issues when universities and SMEs or other commercial organisations wish to work in partnership and developing a single research repository themed around Celtic connections. The information regarding the WHELF Shared LMS project should also be elaborated on to mention that it could potentially be a model for other countries. The potential for WHELF to collaborate with CONUL on the programme was also raised, the WHELF Development Officer will contact CONUL to raise awareness that WHELF is responding to this consultation and invite a member of CONUL to attend a future WHELF meeting.

The WHELF Archives &Special Collections sub-group have also been contacted to ask for their response on the Priority Axis 3 Natural and Cultural Resources Heritage.

The final draft response will be circulated to WHELF Reps for agreement prior to submission on 30th July 2014.

WHELF Survey of access schemes in Wales

As part of the WHELF Action Plan, a survey had been prepared and circulated to WHELF members. There had been 8 respondents and the feedback very useful. Ways to use the results were discussed including preparing a report for the WHELF blog and publicising the results in this year’s annual report.

Rationalising the range of schemes on offer was discussed including whether the schemes should be condensed into a WHELF access scheme to replace or reduce the number of schemes available and a small working group of WHELF Reps and will now meet to discuss the various existing schemes and map to see where the gaps are, particularly in terms of reciprocal borrowing.

Retirement of Judith Agus

This was the last meeting for Judith Agus (Librarian, Royal Welsh College of Music and Drama) as she will be retiring at the end of the summer. We bid farewell and many thanks to Judith for her support of WHELF over the years and wished her well in her retirement.

Date of next meeting

9th & 10th October 2014 at Gregynog

WHELF Shared LMS

The main WHELF meeting was followed by a meeting of the WHELF Shared LMS Steering Group with an update from Gareth Owen (WHELF Shared LMS Project Manager). The participating consortium institutions are:

  • Aberystwyth University
  • Bangor University
  • Cardiff University (and NHS Libraries in Wales)
  • Cardiff Metropolitan University
  • Glyndwr University
  • National Library of Wales
  • Royal Welsh College of Music and Drama
  • Swansea University
  • University of South Wales
  • University of Wales Trinity St David

The WHELF Shared LMS project is entering the final stage of the tender process, with the top 3 ranking suppliers from the ITT stage to be evaluated through reference site visits and supplier presentations over the course of the summer. The supplier ranking in first place on completion of this stage of the tender process will be recommended to the WHELF Shared LMS Working Group to be awarded the contract.

The WHELF Shared LMS project was established to procure, as part of a consortium of institutions including all higher education institutions in Wales, the National Library of Wales and the NHS libraries in Wales, a cloud hosted next generation library management system.

It is anticipated that the WHELF Shared LMS will bring benefits to participating institutions. These benefits are financial and non-financial.

Financial

  1. The project is expected to deliver cost savings, through:
  • Sharing the cost of the EU procurement (e.g. programme manager post is funded by a grant from Welsh Government and contributions from all consortium partners)
  • Suppliers have indicated that there will be a discount for buying a system as part of a consortium
  • Reduced hardware costs through operating a cloud hosted system
  • Long-term potential to share collection development and services

Non-Financial

  1. The project is expected to deliver improved user experience, through:
  • Potential to search across collections of participating institutions in Wales from a single point of entry
  • Fewer system outages from using a more resilient cloud-hosted system
  • Improved workflows leading to service improvements
  • Enabling opportunities for further collaboration through use of the shared system, which could include
    • reciprocal arrangements for borrowing and licence management
    • shared management information and real-time analytics leading to improved service delivery

Presentations from the Repository and Research Support Seminar, Swansea University July 21st 2014

Swansea University Library recently organized a highly informative seminar day for WHELF on repositories and supporting research. The event covered a wide range of topics from the Welsh Repository Network and the WW1 project, to REF, bibliometrics, ORCID and the experiences of the NLW and Swansea University visit to Antwerp, Ghent and Brussells to find out more about Flanders coordinated approach to digital heritage management.

Presentations from the seminar day can be seen below:

The day concluded with an all-group discussion of the themes that had arisen throughout the day and future directions. A summary of the discussion can be read here

Following the event Lis Parcell (Senior Learning Advisor, Jisc RSC Wales) and Verena Weigert (Senior Technology Manager, Jisc) collated together some Jisc resources on this topic. Including:

and Rachel Bruce’s slides  from the Jisc Research Data Management consultation on 13 May 2014

Many thanks to Lis and Verena for providing these useful links.

A WHELF follow up event to Seminar Day will be held at the NLW on Tuesday 23rd September 2014 at the NLW (see posting below)

Notes from the panel discussion held at the end of the day can be read here, with thanks to Rebecca Kelleher for providing these.

Forthcoming event: Repositories and Digitisation day @ NLW

An event is being held at the National Library of Wales to inform, discuss and share experiences on repositories and digitisation on Tuesday 23rd September 2014. This is a follow up event to the Repositories day held at Swansea University on 21st July 2014. Please see further details below of the programme and how to book.

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Hoffem eich gwahodd i Lyfrgell Genedlaethol Cymru ar 23ain Medi i wrando ar ein profiadau gyda cadwrfeydd, digido a deunydd digidanedig. Mae’r diwrnod wedi ei anelu at gyd-ymarferwyr ac yn canolbwyntio ar weithrediadau a gwasanaethau yn hytrach na phrosiectau. Hoffem wahodd cydweithwyr WHELF LMS, cydweithwyr Cadwrfa WHELF ac unrhyw Archifyddion Brifysgol a all fod â diddordeb. Mae’r agenda arfaethedig fel a ganlyn:

10:30 – 11:00 Coffi
11:00 – 11:30 Cadwrfeydd yn LlGC
11:45 – 11:30 Cyd-destun ARCW
11:45 – 12:15 Archivematica ac amlyncu
12:15 – 12:30 Preservica
12:30 – 13:00 Cyflwyniad i MabLab (fforensig)

13:00 – 14:00 Cinio

14:00 – 14:20 Gwaith y stiwdio digido
14:20 – 14:30 Digido Sgrîn a Sain
14:30 – 15:15 Ymweliad â’r stiwdio digido

Bydd y cyfarfod yn cael ei gynnal yn y Drwm. Rydym yn gobeithio y bydd y diwrnod yn llawn gwybodaeth os ydych yn cynllunio unrhyw rai o’r gwasanaethau uchod yn eich sefydliad eich hun a hefyd yn dangos pa wasanaethau y gall Llyfrgell Genedlaethol Cymru eu cynnig petai eu hangen. Os hoffech fynychu’r digwyddiad uchod cysylltwch â Iona Bailey (iona.bailey@llgc.org.uk).

Diolch ac edrychwn ymlaen at eich gweld ar y 23ain.

Glen Robson
Pennaeth Uned Systemau
Llyfrgell Genedlaethol Cymru

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We would like to invite you to the National Library of Wales on the 23rd of September to hear our experiences with repositories, digitisation and born digital material. The day is aimed at fellow practitioners and concentrates on operations and services rather than projects. We would like to invite WHELF LMS colleagues, WHELF Repository colleagues and any University Archivists that might be interested. The proposed agenda is as follows:

10:30 – 11:00 Coffee
11:00 – 11:30 Repository at NLW
11:30 – 11:45 ARCW context
11:45 – 12:15 Archivematica and ingest
12:15 – 12:30 Preservica
12:30 – 13:00 Intro to MabLab (forensics)

13:00 – 14:00 Lunch

14:00 – 14:20 The work of the digitisation studio
14:20 – 14:30 Screen and Sound digitisation
14:30 – 15:15 Visit to digitisation studio

The meeting will be held in the Drwm. We hope the day will be informative if you are planning any of the above services in your own institution and also show what services the National Library of Wales could offer if it was required. If you would like to attend the above event please contact Iona Bailey (iona.bailey@llgc.org.uk).

Thanks and we look forward to seeing you on the 23rd.

Glen Robson
Head of Systems Unit
National Library of Wales

 

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WHELF guide to open access policies and guidelines

The publication of the Finch report in 2012 marked the beginning of a wide debate on open access. This guide provides a summary of key resources, issues, policies and guidelines on open access and provides a link to the main document for further reading.  It is not meant to be an exhaustive list but it includes:

RCUK Policy on open access and supporting guidance

Sconul open access briefing September 2013

RLUK/Sconul, Open Access: impact for researchers, universities and society

HEFCE Policy for open access in the post-2014 REF

SAGE/Jisc Collections Open Access statement on double dipping

UNESCO Policy guidelines for the development and promotion of open access

CILIP Briefing on Open Access

Developing an Effective Market for Open Access Article Processing Charges by Bo-Christer Björk and David Solomon

RIN Monitoring Progress in the Transition to Open Access: Report of a Working Group


RCUK Policy on open access and supporting guidance (April 2013)
“Key Points to Note
•This policy applies only to the publication of peer -reviewed research articles (including review articles not commissioned by publishers) and conference proceedings that acknowledge funding from the UK’s Research Councils;
•The Research Councils UK (RCUK) policy supports both ‘Gold’ and ‘Green’ routes to Open Access, though RCUK has a preference for immediate Open Access with the maximum opportunity for re-use;
•Funding for Open Access arising from Research Council -supported research will be available through a block grant awarded directly to research organisations;
•RCUK recognises that the journey to full Open Access is a process and not a single event and therefore it expects compliance to grow over a transition period anticipated to be five years; RCUK will undertake a comprehensive, evidence-based review of the effectiveness and impact of its Open Access policy in 2014 and periodically thereafter (probably in 2016 and 2018);
•When assessing proposals for research funding RCUK considers that it is the quality of the research proposed, and not where an author has or is intending to publish, that is of paramount importance;
•RCUK is mindful that the impact of its policy on different disciplinary areas is likely to be varied and
has therefore made allowance for a different pace of adjustment by permitting different embargo
periods across the disciplines supported by the Research Councils. We will also be mindful of these differences between disciplines when monitoring the impact of the policy and, in future processes, when looking at compliance.”

Click here to link to the full document

Sconul open access briefing September 2013
“The briefing includes:
• a short history of open access developments
• a clear statement of funder requirements
• learning from a series of case studies and a survey of members
• further resources which SCONUL members may find helpful.”
Click here to link to the full document

RLUK/Sconul, Open Access: impact for researchers, universities and society (2012) by Alma Swan
“Open Access helps research to be carried out more efficiently by reducing duplication and blind alley research, by enabling researchers to find what they need more quickly and without cost and by helping researchers develop and diffuse the use of open standards. It makes possible better peer review and other methods of upholding academic rigour because researchers can easily see and judge the work of their peers and can access data for re-analysis and independent confirmation of findings. It also encourages collaborative endeavours by making research visible to new communities, including the general population.” Click here to link to the full document.

HEFCE Policy for open access in the post-2014 REF
“Key points:
The policy states that, to be eligible for submission to the post-2014 REF, authors’ final peer-reviewed manuscripts must have been deposited in an institutional or subject repository on acceptance for publication. Deposited material should be discoverable, and free to read and download, for anyone with an internet connection. The requirement applies only to journal articles and conference proceedings with an International Standard Serial Number. It will not apply to monographs, book chapters, other long-form publications, working papers, creative or practice-based research outputs, or data. The policy applies to research outputs accepted for publication
after 1 April 2016, but we would strongly urge institutions to implement it now.

Action required:
Higher education institutions are now advised to implement processes and procedures to comply with this policy, which may include using a combination of the‘green’ and ‘gold’ routes to open access. Institutions can achieve full compliance without incurring any additional publication costs through article processing charges. We will be working closely with Jisc to support repositories in implementing this policy, and will issue further information on this work in due course.”
Access the full document here.

SAGE/Jisc Collections Open Access statement on double dipping
“SAGE Publications and Jisc Collections have been working together to ensure a fair and sustainable model for hybrid Open Access (OA) publication under the current NESLi2 agreement. Both Jisc Collections and SAGE feel that this policy should be highlighted to senior library partners to inform and reassure colleagues that the issue of so-called “double dipping” is being addressed by SAGE at both a local and global level.”
Access the full document here.

UNESCO Policy guidelines for the development and promotion of open access by Alma Swan (2012)
“These Guidelines provide an account of the development  of Open Access, why it is important and desirable, how to  attain it, and the design and effectiveness of policies.”  Access the full document here.

CILIP Briefing on Open Access (July 2013)
“This paper gives an overview of the key drivers behind the development and growth of open access. The different routes to open access publishing are set out. It includes a summary of arguments both for and against open access. Links to a selection of recent policy documents and statements are provided.” Access the full document here.

Developing an Effective Market for Open Access Article Processing Charges by Bo-Christer Björk and David Solomon (commissioned by Jisc, RLUK, RCUK, Wellcome Trust et al.)
“This report was commissioned by a consortium of European research funding organizations led by the Wellcome Trust. The study was undertaken to stimulate thinking among research funders who have set up, or are considering setting up, mechanisms for direct “earmarked” funding of article processing charges (APCs) in open access (OA) journals. The report covers both full OA journals (referred to in the report as “full OA”, such as those published by Biomed Central and PLOS) and subscription journals which offer authors the possibility of making their individual articles OA by paying an APC.This latter category is known as “hybrid OA”. There are many full OA journals that are funded by means other than APCs and the term “gold OA” also includes these journals.
When they are included in the discussion this will be made clear, the focus of the report is however on the segment of gold OA funded by APCs. Access the full document here.

RIN Monitoring Progress in the Transition to Open Access: Report of a Working Group (2014)
“This current report presents proposals for a framework of indicators to monitor progress towards open access(OA) in the UK. The proposals do not attempt to cover all elements of the Finch recommendations, but focus on the transition to OA. Our aim has been to produce a framework of indicators which address key questions relating to the transition, based on data that can be gathered annually in relatively straightforward fashion. The picture the indicators present should be reasonably authoritative. But we recognise that some important questions require more detailed research; and we have concluded reluctantly that these must for the present lie outside the scope of the framework we propose. All our proposals, however, including our exclusions from the framework, should be kept under review in the light of experience and of developments in the availability of data”. Access the full document here

 

 

 

 

 

 

WHELF Shared LMS

The WHELF Shared LMS project is entering the final stage of the tender process, with the top 3 ranking suppliers from the ITT stage to be evaluated through reference site visits and supplier presentations over the course of the summer. The supplier ranking in first place on completion of this stage of the tender process will be recommended to the WHELF Shared LMS Working Group to be awarded the contract.

The WHELF Shared LMS project was established to procure, as part of a consortium of institutions including all higher education institutions in Wales, the National Library of Wales and the NHS libraries in Wales, a cloud hosted next generation library management system.

The participating consortium institutions are:

  • Aberystwyth University
  • Bangor University
  • Cardiff University (and NHS Libraries in Wales)
  • Cardiff Metropolitan University
  • Glyndwr University
  • National Library of Wales
  • Royal Welsh College of Music and Drama
  • Swansea University
  • University of South Wales
  • University of Wales Trinity St David

It is anticipated that the WHELF Shared LMS will bring benefits to participating institutions. These benefits are financial and non-financial.

Financial

  1. The project is expected to deliver cost savings, through:
  • Sharing the cost of the EU procurement (e.g. programme manager post is funded by a grant from Welsh Government and contributions from all consortium partners)
  • Suppliers have indicated that there will be a discount for buying a system as part of a consortium
  • Reduced hardware costs through operating a cloud hosted system
  • Long-term potential to share collection development and services

Non-Financial

  1. The project is expected to deliver improved user experience, through:
  • Potential to search across collections of participating institutions in Wales from a single point of entry
  • Fewer system outages from using a more resilient cloud-hosted system
  • Improved workflows leading to service improvements
  • Enabling opportunities for further collaboration through use of the shared system, which could include
    • reciprocal arrangements for borrowing and licence management
    • shared management information and real-time analytics leading to improved service delivery