Pathfinder Outputs- Advocacy

These outputs relate to how a project is communicating/ advocating aspects of OA implementation across the institution, but mainly to its researchers

***Northumbria Pathfinder: OA Decision-making tool for researchers***

This decision making tool was created by the library’s Resource Discovery and Access team at Northumbria University, to enable the researcher to answer questions about their research, to find out what options are available to them and how to get further information. In many cases, researchers will be advised how to find out more about the publisher or funder policy for themselves, or given the option to contact the Scholarly Publications team for more information.

***Oxford Brookes (Making Sense) Pathfinder: Undertaking researcher behaviour analysis at Nottingham Trent University***

Nottingham Trent interviewed over 50 researchers across the institution in order to give them some insights into how researchers viewed and were responding to OA funder mandates

Interview Questions- Nottingham Trent University

Results from the research behaviour analysis were coded in order to identify trends, which could be built on through enhanced advocacy work.

Interview analysis- Nottingham Trent University

***Coventry Pathfinder (O2OA): Intervention Mapping guides for understanding researcher behaviour ***

Intervention approaches teach us that to make real changes, approaches need to address the underlying problems. This involves understanding what the difficulties are (from the user perspective), what type of change is needed, and what solution will be most useful. The aim is to work with the users to acknowledge how they may engage with something, and strategically help overcome barriers.

This simplified approach draws on intervention development techniques to give research support staff tools to better understand the areas they are needing to change

Intervention mapping- worksheet

Facilitators Guide


This Intervention Mapping tool, derived from Intervention Mapping (Bartholomew et al, 2011), helps research management, library and allied staff unpack the difficulties in delivering OA and build a series of clear goals/activities to address this.


***UCL Pathfinder (Pathways to OA): Advocacy Toolkit***

This toolkit provides good practice recommendations and practical advice for UK HEIs to help them communicate with researchers about funder requirements and institutional policies on open access.

***Coventry Pathfinder (O2OA): ‘OA and the research lifecycle: a guide for researchers***

Open access and the research lifecycle: a guide for researchers’ is based on the stages of the research lifecycle (identify new research area, produce proposal, bid for funding…) and suggests questions to think about and tools and resources to support researchers in preparing for, and taking advantage of, open access to research.

***Oxford Brookes Pathfinder (Making Sense): REF Eligibility Advocacy poster***

University of Portsmouth, one of the partners of the Oxford Brookes Pathfinder project, was one the first Pathfinder institutions to adapt the HEFCE guidance to suit local local workflows- available here. If you would like to do the same, please contact Sarah Fahmy ( for the original artwork

***Edinburgh Pathfinder (LOCH)***

Case studies: 

A year in the life of Open Access support: continuous improvement at University of St Andrews

This case study looks at the Lean Exercise undertaken by the Open Access and Research Publications Support Team at St Andrews last year.  See full report here

Implementation of HEFCE Open Access policy for the next REF within the College of Medicine and Veterinary Medicine Case study, University of Edinburgh

This case study gives an overview of the local preparations being made for Open Access in the post-2014 REF within the College of Medicine and Veterinary Medicine (CMVM) at the University of Edinburgh, and is published as part of the Jisc-funded Project Lessons in Open Access Compliance in Higher Education (LOCH). Full report can be downloaded here

OA Implementation Documents 




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