March Update from LOCH

I realise we’ve been a bit quiet recently, so it is high time we posted an update to let you know what we have been doing over the last few months!   The good news is that we now have a case study and a number of related documents which we are pleased to be able to share with you.  We hope that these documents will provide some inspiration and assistance in planning and gearing up for Open Access in the next REF.


ARMA Good Practice Event

Last week Janet Aucock and I attended ARMA’s Good Practice Exchange event, at which we presented St Andrews and Edinburgh Universities’ approaches to preparing for OA in the next REF.  St Andrews are adopting a more central approach with the library taking ownership for all the administration, whilst here at Edinburgh, we are adopting a more decentralized approach, with more work being carried out in Schools and Colleges.  We’ve made St Andrews and Edinburgh’s slides available, as well as our planning checklists.


Open Access Implementation Case Study – College of Medicine and Veterinary Medicine 

Anna Krzak, Edinburgh’s Open Access Administrator in CMVM has kindly put together a case study looking at the specifics of implementing the REF OA requirements in the context of medical sciences.  Hopefully this will be of use to other Universities.  If you have any comments about this then please contact either or and we would gladly discuss this work further.


Communications Best Practice – Example Emails

Here at Edinburgh, we are starting to contact academics about the new requirements, and you might be interested to this exemplar draft email, which is intended to be sent to all staff in the College of Medicine.  This second example email was sent to all staff in the School of Mathematics.


School Implementation Plans & Job Descriptions – Humanties & Social Sciences

The University of Edinburgh is in the process of agreeing implementation plans within many of its Schools to agree locally how the new OA requirements will apply, and to details the processes needed to make this happen.  We’re delighted to include here an example School Implementation Plan, drafted by Jacq McMahon (Research Officer in the College of Humanities & Social Sciences).  This College is also starting to think about what resources will need to be put in place to manage any additional workload.  At present the College is considering employing new Open Access Facilitators to work in Schools and in co-ordination with the Library’s Scholarly Communications Team.  A (draft) job description is also available.


Resource List:

ARMA Good Practice Event:

University of Edinburgh Slides:

St Andrews University Slides:

Discussion Points and Planning Checklist:


College of Medicine and Veterinary Medicine Open Access Implementation Case Study:


Exemplar Emails:

College of Medicine:

School of Mathematics:


Example School OA Plan and Risk Register (Humanities & Social Sciences):

OA Facilitator Job Description:

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