Pathfinder Outputs- Policy and Baselining

These outputs relate to understanding the progress made across the institution in terms of OA implementation at strategic and practical level in order to help identify areas where more work needs to be done to support OA implementation.

***Hull Pathfinder (HHuLOA): Funder Policy Mapping tool***

This tool aims to aid navigation of the OA policy landscape, in order to inform OA practitioners and researchers. This is the first step towards being able to identify as many policies, mandates, and statements from stakeholder organisations as possible, and to record them systematically. However, involvement from across the sector is encouraged to improve the spreadsheet data and documentation, and to use it to build useful tools and services for people at the ‘sharp end’ of communicating and understanding OA. See the editable Google spreadsheet here

***Oxford Brookes Pathfinder (Making sense of OA): MIAO (My individual assessment of OA tool)***

Released 25th February 2015

MIAO is a self-assessment tool for researchers to assess how prepared they think they, and their institution, are for Open Access (OA) compliance. This is based on CIAO – Collaborative Institutional Assessment of Open Access – a benchmarking tool for assessing institutional readiness for Open Access (OA) compliance. It can be downloaded here

To offer feedback, please email:

***Hull Pathfinder (HHuLOA): Baselining tool**

Released 5th February 2015

The Hull Pathfinder (HHuLOA) have released their baseline of current OA activity within their institutions as a way of identifying areas that require attention, and also to highlight where there has been progress as we move towards April 2016.  A Google spreadsheet has been created to capture this information, which will be updated every six months by the project partners.  This spreadsheet is openly shared under a CC-BY licence at this link

To offer feedback, please contact Chris Awre @

***Manchester Pathfinder (opeNWorks): Baseline case studies***

Released 24th March 2015

The case studies provide a baseline level of Open Access (OA) activity at each of the opeNWorks project universities (Manchester, Edge Hill, Liverpool, Salford and John Moores) during the period 2013-14 based on set criteria, eg, number of staff supporting OA, number of deposits in the institutional repository, number of article processing charges (APCs) paid.

Analysis of the case studies identified common challenges for all institutions, ie, implementing the HEFCE OA policy and OA advocacy, and highlighted some difficulties encountered during the case study period, eg, reporting on total APC expenditure and total research outputs.

Read the full report here

***UCL (Pathways to Open Access): Baseline report***

Released 17th December 2014

Despite their differences in size, research focus and open access infrastructure, the Pathfinder project partners (UCL, Newcastle and Nottingham) have all encountered extremely similar issues and challenges with delivering compliance with funders’ open access policies. This is no surprise given the broad consensus within the UK HEI sector that there is a need for substantial changes not only to authors’ behaviours, but also and critically to institutional systems, before compliance can be managed effectively.

Read the full report here

*** Oxford Brookes Pathfinder (Making Sense of OA): ‘CIAO – Collaborative Institutional Assessment of Open access ***

Released 13th November 2014

CIAO (Collaborative Institutional Assessment of Open access) is a benchmarking tool for assessing institutional readiness for Open Access (OA) compliance. The tool is based on the CARDIO (Collaborative Assessment of Research Data Infrastructure and Objectives- It can be downloaded here

Please contact the project to provide feedback @

*** Coventry Pathfinder (O2OA): ‘Needs Assessment’ report ***

Released 23rd December 2014

The O2OA project team have now produced the final version of their Needs Assessment. The team will be incorporating these findings into the development of workflows over the next few months ahead of live testing later next year.

The report highlights the range of attitudes/ knowledge/ barriers outlined by researchers which will underpin the development of technical and behavioural workflows.

Read the full report here

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