Jisc Monitor Local

Knowledge Integration were lead developers in the Jisc Monitor Local project (one of several Jisc Open Access projects), commissioned in response to changes in the HEFCE policy for Open Access research. The HEFCE policy now mandates that Higher Education Institutions in the UK must deposit their published conference papers and journal articles in an institutional or subject repository and provide free, unrestricted online access. 

Monitor Local has been developed to help institutions manage their processes around Green and Gold Open Access publishing, from the point at which an author gets in touch to see whether funding is available for his or her research, through to recording the deposit of the published work in a repository and ensuring the necessary mandates have been applied to comply with funders' policies.

The first full release of Monitor Local (developed in collaboration with Sero Consulting) was completed in September 2016 and is being made available to UK academic institutions from November 2016 onwards.

Administrators at institutions use Monitor Local to:

  • Manually input an Academic Output or automatically lookup details of a published article
  • Manage liaison with key members of the Academic Output research team, admin team, publisher company, funding body and other HEIs
  • Capture and manage financial information, including Application Processing Costs charged by publishers, invoices, budgets and grants
  • Auto-assess compliance of an Academic Output with funders' open access policies (e.g. HEFCE REF, Horizon 2020)
  • Review the status of outputs within the institution and manage any outstanding tasks
  • Analyse and report on the data

Monitor Local is built to consume or share data with several other systems:

  • Monitor UK is a partner system to Monitor local which openly aggregates article level Open Access publication information from participating institutions, providing analyses and data for institutions, funders and Jisc to benchmark costs and to assess trends
  • Crossref is a database containing over 8 million academic published items, with the aim of making content easy to find, link, cite and assess
  • KB+ aims to help UK libraries manage their e-resources more efficiently by providing accurate publication, subscription, licence and management information. Monitor Local consumes Journal data from KB+. 
  • Publications Router helps institutions capture content to their open repositories by passing on feeds from publishers and other content providers. This helps institutions comply with funders’ open access policies. 
  • Lantern pulls together metadata essential to calculating a work's compliance with an Open Access policy.
  • Sherpa Romeo summarises publishers' conditions for depositing articles in repositories and information about publishers' compliance with funders' conditions on open access

The design and development process of Monitor Local was highly consultative, involving stakeholders from institutions around the UK at every stage. Over 20 UK academic institutions contributed to the development through frequent workshops and webinars and also by piloting the beta system. Also, regular meetings with the HHuloa project team helped shape the workflow aspect of Article Processing Costs.

Knowlege Integration is now handing over to Jisc so that the product can be supported and extended by an in-house development team.

The live Monitor Local service can be accessed from Jisc's website at: https://monitor.jisc.ac.uk/local/