Project update March 2015

We have been working steadily away on our project, despite the radio silence on this blog!  Most of our attention has been taken with the Functional Cost Analysis evaluation of the APC payments process, gathering data from the Universities of Bristol, Cardiff and Exeter to see where there might be room for efficiencies in terms of the cost, effort and number of activities from various payment methods.


Above is the Functional Family Tree for APC Payments, which came from a detailed analysis of the workflows from each institution and input from the Jisc Monitor team.  Time and effort were recorded for each function and sub-function, giving us an idea of what was the most resource intensive.  These were:

  1. Paying the APC
  2. Reporting
  3. Meeting funder requirements.

Additional points of information gleaned from the analysis included:

  • Three of the four institutions had remarkably similar patterns around the implementation of APC payments.
  • Payment by invoice tends to be the most resource intensive method and has the highest number of activities in the process.
  • Adding suppliers to finance systems can add significant times to invoice payments.
  • We can infer costs in the order of £50+ per simple APC for these comparable institutions, although this doesn’t account for problem investigation or incomplete data (the ‘Counting the Costs of Open Access’ report estimated £81 for directly attributable costs to research organisations.
  • Other groups doing analysis around the APC payment process may find the Functional Family Tree useful as a starting point for breaking down the activities.

We did find Functional Cost Analysis a struggle, simply due to the dispersed nature of our group.  FCA has its roots in engineering and manufacturing and is designed to identify where to target further investigation and improvement in a process.  We’ll load our report here on the blog shortly with more detailed reflection.

Other work we’ve been doing has centred around APC payment methods.  We will shortly be releasing a Good Practice Guide on APC Payment with Credit Cards, looking at the advantages, limits and issues around using card payment.

What next from us?  Here are a few outputs to watch for before June 2015:

  1.  Blog post on APC intermediary services
  2. Blog post on access/excel for recording APC spend
  3. Using Credit Cards for APC payment
  4. Off-setting and APC payments
  5. FAQs on APCs for publishers  (with the RLUK OA subgroup by the end of March 2015)

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