Open Access Reporting Checklist and Sample APC Payment Workflows for Institutions

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. We are aware of other work in this area but developed the guide with other work for our Jisc Good Practice Pathfinder project and we believe it may be useful for other institutions. It has confirmed there is very little overlap in data requirements for RCUK and HEFCE OA reporting.

Open Access Reporting Checklist for Institutions

Mapping workflows at our four collaborating institutions identified a generic series of ‘steps’ in each payment scenario used by our institutions. This led to the development of sample workflows for each payment method which we hope will prove a useful aid for institutions developing new, or adapting old, workflows. Institutions may need to adapt the sample workflows to suit their own requirements, systems and processes.

Sample payment workflows

We welcome feedback and comments on the checklist and workflows.

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