Title

Monitoring Open Access compliance with a BI dashboard

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Document Type

Video

Abstract

Monitoring compliance with the open access requirements of different funders is an ongoing process at the University of Edinburgh. In addition, progress with maintaining and improving compliance rates needs to be communicated to the University’s Senior management team to ensure that resources are in place. With these objectives in mind, the Research Information Systems team worked with colleagues from Colleges and Schools across the University to develop a reporting and monitoring dashboard that provides compliance information for both completed and in progress records in Pure and provides both overview and detailed perspectives that supports the ongoing work to ensure the University’s research outputs are made available open access.

Development of the dashboard involved two groups:

• the Research Information Systems team, who retrieved data from Pure in the form of reports, transformed the data in PowerBI and designed the visualisations for the data in the PowerBI dashboard

• the Research Output Network Reporting working group, who provided sample reports as well as use cases for the reports, commented on the visualisations, tested the data in the reports and tested use of the reports in their local processes.

The reports in the dashboard are divided into two groups:

• Research outputs overview

To display the number and type of records created by Colleges and Schools. These reports are to inform the Senior management teams of the volume of work that was happening at the local levels.

• REF 2021 Open Access Policy

To display the compliance rates for the REF 2021 Open Access policy for completed records and records in progress. These reports are to inform the Senior management team of compliance rates at College, School and Institute levels. Research managers and administrators can also use the reports to find records that need to be completed.

We are also working on adding reports on other Open Access policies, including the UKRI Open Access policy and the University’s publications policy.

We would love the opportunity to demonstrate the functionality of the dashboard to Pure practitioners and gather their comments and suggestions to improve the dashboard and reporting on Open Access.

Publication Date

11-2022

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