Managing open access (OA) workflows at the University of St Andrews: challenges and Pathfinder solutions

Abstract

This article arose out of a presentation given to the UKSG seminar on ‘Managing Open Access: pain points and workflows’. It presents a case study on the workflows in place at the University of St Andrews and how these are developing to meet funder compliance policies and the challenge of the new HEFCE Research Excellence Framework (REF) open access (OA) policy. The case study describes the research environment at St Andrews and in particular the challenges faced and how these may be answered. Since the seminar in May 2014, the Open Access Research Publications Support Team has engaged in a ‘Lean’ exercise to evaluate and streamline workflows within the institution. St Andrews is also now a partner in the LOCH project, one of the Jisc Pathfinder projects. The paper gives an update on recent activities and looks at strategies and practical ideas for improving workflows and removing pain points.