Some essential tools:
This checklist is intended to assist institutions in identifying data required for OA reporting to Jisc for RCUK (APC spreadsheet) and HEFCE for REF OA.
Mapping workflows at the four collaborating institutions identified a generic series of ‘steps’ in each payment scenario used by each institution. This led to the development of sample workflows for each payment method which it is hoped will provide a useful aid for institutions developing new, or adapting old, workflows. Institutions may, however, need to adapt the sample workflows to suit their own requirements, systems and processes.