The recently published checklist has been updated with the data required for version 2 of the RCUK APC spreadsheet as applicable to HEI APC expenditure reporting in January 2016. The changes were identified in an email from Stuart Lawson to the UKCORR discussion group dated 21st May 2015 and reported by Neil Jacobs on the Jisc Scholarly Communications blog .
Jisc reporting
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.
We welcome feedback and comments on the checklist and workflows.
OA Good Practice Pathfinder Project - Bath 