Major navigation


Project description

The project aimed to explore potential centralised services that would support and encourage the publication of OA peer-reviewed monographs. Potential services should primarily serve OA book publishers, in particular New University Presses (NUPs) and Library presses, but could also benefit libraries, research and repository management, and funders.

The project was conducted on co-design principles, with representatives from universities that have an interest in OA monographs – as university-based publishers, consumers, or supporters. 

Co-design workshop

The project started with a workshop with invited representatives of UK universities, conducted on 21 October 2014. The primary goal of the workshop was to identify use cases for potential centralised services, based on a number of main functions, which were used as input for the workshop:

-        support quality assurance of OA books;

-        aggregation and deposit of OA books and chapters;

-        improve dissemination and discovery of OA books;

-        report about OA policies and usage

The use cases were developed by discussing these functions from the perspective of four stakeholder groups (Funders, NUPs, Repository and Library managers, Research managers and Researchers), which eventually resulted fifteen potential use cases:

  1. Peer review
  2. Rigour of publishing process – Transparency/accountable
  3. Faster publishing process
  4. Proof of impact
  5. Developing/accessing metadata – asap, open
  6. Access to research corpus
  7. Discoverability (transparent)
  8. Preservation, permanently useable
  9. Reputation, prestige, promotion
  10. Transparency of cost, business model
  11. Improved dissemination
  12. Clarity of OA status
  13. ROI
  14. Cross funder reporting
  15. Conversation: communication with peers; evidence of re-use

Read the full report on the workshop

Work packages and project plan

The outcomes of the workshop were used to develop a set of identified user needs, possible actions or solutions to address those needs, and possible pilots or work packages to validate the use cases and draft service specifications.

These were then used for subsequent consultation of workshop participants, further interested parties, and an advisory group.

The consultation process resulted in the following Work Packages (WPs):

1. Knowledge exchange
2. Publisher information
3. Metadata
4. Aggregation
5. Impact / reporting
6. Green OA
7. Evaluation

Project organization

The project was conducted by Jisc Collections and the OAPEN Foundation, funded by Jisc Collections.

OAPEN offers OA infrastructure for book publishing in a number of ways, including quality assurance; aggregation and deposit of OA publications; discovery and dissemination; digital preservation of OA books; reporting and statistics.

Jisc Collections is the operating name of Jisc Services Ltd, a division of Jisc. It supports the procurement of digital content for education and research in the UK, and manages a large number of research projects addressing innovative resource creation and provision.

The abovementioned work packages were further developed in a project description, which was finalised in May 2015.

Project Approach (July 2015 - April 2016)

As mentioned earlier, the project was set up to explore the potential of centralised services and not to develop or deliver services. The idea was to conduct a small-scale project in a relatively short time frame. The project should be seen as a first step in an ongoing process towards establishing the infrastructure and services to support OA monographs. From the start, it was clear that the workshop and subsequent consultation process resulted in a large number of proposed pilots, and that some of them would be large-scale. However, rather than limiting the scope of the identified work packages and risk losing sight of further actions and their benefits, the approach was to start work in these areas, evaluate the outcomes at the end of the project, and recommend further work.

You can read about each of the work packages and the outcomes from these in the workpages section.



Last updated: February 2017