CIAO and MIAO - fully editable versions are now available

CIAO and MIAO are at the Fringe 2015

Just had a stimulating couple of days at Repository Fringe here in Edinburgh where there was much talk about the role of repositories/ the CRIS, open access and research data management. Now going to the LOCH - Open Access for the REF Planning workshop and what better place to launch the fully editable versions of CIAO  - http://bit.ly/1N9dkcd  and MIAO - http://bit.ly/1DsXnOa . Both are now available as word documents which means that you can customise them to meet our own institutional needs. Adjustments to the Hefce policy means that we need to possibly tweak our message to academics slightly. Now you can edit MIAO  and tailor for your own institutional needs so that's what I will be doing on my return to Oxford Brookes. 

The change in the Hefce policy does gives us some time to ensure that all our resources and systems are in place so it may be time to review progress so far using the CIAO framework.

Good to see that there is a cat presence  at the Edinburgh Fringe 2015!

Researcher behaviours revealed and their engagement with Open Access. What happened at the Open Access workshop on 20 May 2015, Oxford Brookes University

Around 50 delegates from UK universities attended the 'Uncovering researcher behaviours and engagement with Open Access' a Joint Jisc OA Good Practice Pathfinder Workshop for the Making Sense Project and the O2OA Project

The workshop was run with our project partners, Nottingham Trent University and the University of Portsmouth, and in co-operation with the O2OA project led by Coventry University.The event opened with a welcome and three provocations from our Vice-Chancellor, Professor Alistair  Fitt. Attendees were then introduced to the outputs so far from each of the projects before moving on to identifying and analysing the barriers to OA compliance for researchers and formulating solutions.

Working with the O2OA Project we were able to take advantage of areas of mutual interest, particularly around the issue of behavioural change and how we can support our researchers.

Here's a link to a writeup of the day from one of the delegates, thanks to Jennifer Gallagher from Oxford University

and see how the day developed via tweets and images thanks to Alison McNab's storify.

The following presentations are now available from RADAR.
Morning Sessions
Jisc OA Good Practice - Sarah Fahmy
Researcher Behaviours and Attitudes – evidence so far. 

• Making sense: a researcher centred approach to funder mandates
• Project aims - perspectives and methodologies - Stuart Hunt, Oxford Brookes University
• Open Access interviews - the practicalities, findings and conclusions Sharon Potter Nottingham Trent University
• Making sense at Portsmouth - Andrew Simpson,University of Portsmouth
• What next? - ethnographical interviews and cultural probes - Rowena Rouse, Oxford Brookes University

Groupwork - OA – Understanding what needs to change and how

•  Individual brainstorm: write down on post-it notes all the problems with OA that they are currently experiencing.
• Group reviews all problems and group them as:

1. Problem from university perspective (e.g. ‘academics don’t deposit)
2. Problem from researcher perspective (e.g. academics unclear on Green vs Gold)
3. If both, break it down into what the problem is for each group

• Group identifies top 3 university problems and top 3 researcher problems: discussion - are they the same problems? Are there additional problems? 
• Group selects top 3 researcher problems to take forward to the afternoon session 

Afternoon
Open to Open Access (O2OA) - Julie Bayley, Coventry University
Using intervention development approaches: intervention mapping - Julie Bayley, Coventry University

Groupwork : Practical Intervention Mapping

The resources that delegates were supplied with are now available from RADAR and include the following:

Tools and techniques for effective understanding and communication

• CIAO
• MIAO
• Interview Questions from NTU
• Coding from NTU
• Hefce poster – Portsmouth
• Researcher Lifecycle – Northampton
• Open Access and your published paper – Northampton
• Intervention Mapping – worksheet and grid 

Booking open: Uncovering researcher behaviours and engagement with Open Access, 20 May, Oxford Brookes University

Booking is now open for 

Uncovering researcher behaviours and engagement with Open Access: a Joint JISC OA Good Practice Pathfinder Workshop for the Making Sense Project and the O2OA Project

on Wednesday 20 May, to be held in the recently opened John Henry Brookes Building, Oxford Brookes University 

Follow this link to book a place

Background 
Last April the Hefce report - Policy on open access in the post-2014 Research Excellence Framework (2014/7) highlighted the need for behaviour change if researchers are to engage with the OA agenda. One year on, what have institutions done to encourage behaviour change?  

Do you want to understand researchers better? 
Do you want to learn new techniques to embed culture change and improve your services? 

Come and hear about how you can use ethnography and behavioural change analysis to understand your researchers, analyse your current practices and achieve the behaviour change required. 

 At this workshop, participants will: 

• Learn about techniques and methodologies to investigate researcher behaviours 
• Share their own experiences and learn from others' strategies for implementing open access 
• Gain practical experience of analysing and interpreting OA problems using intervention mapping 
• Be equipped with a range of tools to apply in their own institutions 

Target Audience 
Librarians, research managers and administrators involved in implementing open access in their institutions We also welcome the participation of researchers who are able to share their thoughts on what OA means to them. 

Programme 
9.30 Registration 
10.00 Welcome. Professor Alistair Fitt, Vice Chancellor, Oxford Brookes University 
10.15 - 11.15 Researcher Behaviours and Attitudes – evidence so far. The Making Sense project and the O2OA project . 
11.15 - 11.30 Break 
11.30 -12.30 Groupwork - OA – Understanding what needs to change and how  

12.30 – 1:30 Lunch 

1.30 - 1.50 Introduction to Intervention mapping - Julie Bayley, O2OA Project Manager
1.50 - 2.50 Practical intervention mapping
2.50 - 3-30 Tools and techniques for effective understanding and communication

3.30 Q&A and close

Making Sense: Project Update March 2015

Open Access Base lining

Having launched CIAO - Collaborative Institutional  Assessment of Open Access in November last year, we now have evidence that a number of institutions have already used it and have fed back comments. So far there have been 193 clicks on the link to CIAO and Zoe Clark from Edge Hill University has sent this feedback:

'When I first saw CIAO I was delighted as it is just what  I needed to establish where we needed to go with OA. So it is an excellent guide in that respect as I was worried there were areas of OA I may be blissfully unaware of, so CIAO re-assured me which areas needed to be covered. I sent a copy to the Head of our Research Office, and we then met to go through it. It was a really good document to have in the meeting, as it meant we did not need to define for ourselves what we needed to do, we just needed to work through CIAO to see what progress we had already made, and what we still needed to do. It made the meeting really straightforward – and we were able to agree what progress we had already made with OA and identify areas that needed more work.'   (Zoe Clark from Edge Hill University)

Following on from this, we launched MIAO My Individual Assessement of Open access in February 2015 which is a self-assessment tool aimed at researchers so that they can gauge for themselves what they know about Open Access and how do they think their institution is supporting them with Open Access. We haven't had any feedback from this yet but there have been 93 clicks on the link.

Having a Design team available within Learning Resources has helped us immensely in creating attractive outputs. As we now have a series of outputs and there will be more then we now have some feline project branding.

Interviews
Highlighting how universities work in different ways, we decided early on in the project that here at Oxford Brookes, having recently completed 90 interviews for research data management that we wouldn't conduct any more interviews straight away but both Nottingham Trent University and Portsmouth University were keen to conduct some interviews to get a sense of researcher  attitudes to open access. For Nottingham Trent, it was an opportunity for their newly formed dedicated research support team within the library to get to know their researchers and raise awareness of their services. The team  managed to conduct 50 interviews across faculties which were recorded, transcribed and are now being coded.

Learning from each other - preparing for our workshop on 20th May
At the end of last week we set aside two days to talk about our results so far and planning for the workshop on 20th May. To me this is all about the value of being part of a pathfinder project and so having the excuse of discussing with colleagues from other institutions what they are doing to support open access, why are they doing it that way and what can we learn from this. On the second day we invited Julie Bayley along from Coventry (O2OA  pathfinder) , who has extensive experience of behaviour change with health, and we are collaborating with her on 'intervention mapping for OA' which we will be sharing at the workshop.

Looking ahead
The programme for the our workshop will be announced on 20 March. Intervention mapping is being tested with Portsmouth University and coding continues at Nottingham Trent. At Oxford Brookes, the first ethnographical interview has been conducted and the feline family is expanding as we  develop our cultural probes for the longitudinal study of researcher behaviour around the publishing process.

MIAO - My Individual Assessment of Open Access

Introducing  MIAO - My Individual Assessment of Open Access

MIAO is self-assessment tool for researchers to assess how prepared they think they, and their institution, are for Open Access (OA) compliance. This is based on CIAO - Collaborative Institutional Assessment of Open Access - a benchmarking tool for assessing institutional readiness for Open Access (OA) compliance. It can be downloaded   from http://bit.ly/1DCmlW9 .

How can it be used?
You can download it and print it out on  an A4 sheet of paper and then get researchers to rate themselves. I'm planning to use it with new researchers to gauge  OA awareness when they join Oxford Brookes.  We may also use it as an ice-breaker with smaller groups of researchers. Note this is the pilot version so we are interested in any feedback and how other institutions have used it.

We are planning to create a form so that the survey can be conducted online and we can collect the data too.

CIAO - Collaborative Institutional Assessment of Open access the Pilot version is published

CIAO is ready!

CIAO - Collaborative Institutional Assessment of Open access is a benchmarking tool for assessing institutional readiness for Open Access (OA) compliance. The tool is based on the CARDIO (Collaborative Assessment of Research Data Infrastructure and Objectives- http://cardio.dcc.ac.uk). This tool has been produced as part of the JISC OA Pathfinder: Making Sense: a researcher-centred approach to funder mandates.  

Where can I find it?
This resource is available from here: http://bit.ly/1ElNlKY
and is licenced under  CC BY
Here you will find a version which you can download and a sheet about how you can use it.

We need feedback
This is a pilot version so we are very keen of getting feedback on how it has been used in different institutions. How useful is it, how can we make it better? Email openaccess@brookes.ac.uk

What Next?
We are looking at alternative ways of delivering this tool. We are also developing similar tool to be completed by individuals. MIAO - My Individual Assessment of Open access .

OA Baselining at institutional and individual level

More questions than answers 
It seems like a long time since our first project meeting way back in July when we started on our journey. Having each given some background to  where each university was with systems, structures and processes, we started to think about how we could explore researcher behaviour at each of our universities. It was decided that Nottingham Trent University (NTU) and University of Portsmouth would draw on the experiences of Oxford Brookes who had successfully used structured interviews for their research data audit and to use these techniques to discover more about researchers and the publication process. At the same time Oxford Brookes would conduct some more in-depth ethnographic studies on a number of researchers at different levels using a set of cultural probes which could be observations, diary keeping - video or written, recording open access pain points. We will be making  more progress on this in the next six months.

OA Baselining
Institutional
OA baselining has been our main concern over the summer months. We have been trying to create a CARDIO type tool for Open Access Compliance. Here’s an extract:

The idea is that each institution gathers together all the stakeholders for Open Access and then uses this tool to assess their institutional readiness for open access. We are concentrating on a version that could be used in a workshop-type setting - perhaps it could be tested at a community workshop if one is being held on OA baselining. A test version should be ready by the end of September 2014.

Individual
We explored the possibility of a re-run of the ‘Unlocking attitudes’ survey which was conducted in 2011 by the Repositories Support Project(RSP) and there was some interest in this from fellow pathfinders. Each of the institutions that took part in that survey had data that could serve as a baseline to attitudes now. For Oxford Brookes, if we were going to do this, we had to move fast as our Pro Vice- Chancellor was planning to run research roadshows for each REF Unit of Assessment starting in October 2014 and this was likely to affect researcher attitudes. Sadly we decided not to do it and to focus on the institutional baselining however we have a new academic/research staff induction gathering next week and would like to find out their understanding of OA as they are new to Oxford Brookes and then follow-up with another survey just for them a year later. Just a short survey of about 5 questions .

What next?
By December, we hope to be testing a number of cultural probes with a pilot group of researchers, Stuart Hunt, the project director will be presenting at the RLUK conference in November and the Collaborative Assessment for Institutional Readiness for Open Access will be ready for use. Our community workshop is booked for May 20 2015 at Oxford Brookes University.