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October 30 2018 - 10:00
October 30 2018 - 16:00


The King's Fund (Edwards Room)
No. 11 Cavendish Square
London, W1G 0AN
United Kingdom

About the Event

Previously an area primarily of concern to publishers and intermediaries, the rise of open access and associated ‘compliance’ requirements has resulted in an increasing role for librarians in supporting pre-publication workflows for journal articles and other research outputs. It has also led to the development of a widening range of services, systems and standards to support publication and manage compliance.

Course summary

This new course will give a basic introduction to this rapidly evolving area. In particular it will:

  • outline the key stages in the publication lifecycle of a journal article from submission to publication, noting the key differences between Green and Gold publication
  • summarise the typical requirements for compliance with government policies and funder mandates, and relate these to the publication routes for Green and Gold publication
  • examine the complementary roles of publishers, libraries and intermediaries in supporting these stages, and the typical activities that they each perform during the lifecycle
  • look at the emerging range of services, systems and standards designed to support and manage the process.

Why you should attend

This course will be valuable to those working in libraries, publishers and intermediaries. It will be useful for new entrants at practitioner level wishing to gain an overview of processes and players, but also for senior managers needing a summary of a rapidly growing area. Whilst some elements may focus more specifically on the policy and compliance context in the UK, it will nevertheless also be of relevance to international members.

Course level and previous knowledge required

This course offers an introductory, entry-level overview and no previous knowledge is required, although some awareness of the different types of scholarly journals and open access models (such as Green and Gold) may be useful.

Please note that this is not a detailed practical or technical course and it will not go into detail about how specific services or systems function, or how to optimise workflows. Instead the course gives a high-level, introductory overview of the essential elements of processes and systems, providing the conceptual foundation for other more specific training in the use of particular services and systems.

Learning objectives

  • Understand the key stages in publication of a journal article in relation to open access and compliance
  • Be able to summarise typical compliance criteria, and relate these to the publication lifecycle
  • Understand the basic roles of publishers, libraries and intermediaries at each stage
  • Be aware of the range of services and systems which support workflows, such as CRIS systems, Jisc open access services and publisher dashboards
  • Gain a broad awareness of the key metadata standards, such as ORCID, RIOXX and CASRAI, and their role in supporting workflows.


To register your interest in this event please e-mail Bev Acreman.

NB: UKSG reserves the right to alter or vary the programme due to events or circumstances beyond its reasonable control without being obliged to refund monies.

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