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This is a one-day event exploring the increasing role for librarians and publishers in supporting prepublication workflows for journal articles and other research outputs.


February 06 2020 - 10:00
February 06 2020 - 16:00


Woburn House Conference Centre
20 - 24 Tavistock Square
London, WC1H 9HQ
United Kingdom

About the Event

Course Summary

The rise of open access and associated compliance requirements has created an increasing role for librarians in supporting pre-publication workflows for journal articles and other research outputs. It has also led research institutions to develop a widening range of services and systems to support publication and manage compliance.   
This course will give a basic introduction to this rapidly evolving area. In particular it will:

  • provide an overview of the research and funding landscape 
  • 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
  • the complementary roles of publishers, libraries and intermediaries in supporting these stages, and the typical activities that they each perform during the life-cycle
  • explain the part that preprints play in scholarly communication
  • look at selected services, systems and standards designed to support and manage the process
  • explain how new policies (eg Plan S) are affecting compliance requirements 

Why you should attend

This course will be valuable to those working in research management, 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. 

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 funders, research managers, libraries, publishers, intermediaries at each stage  
  • Be aware of the key services, systems and metadata standards which support workflows  


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.   

Supporting Information package

This will be sent to registered delegates in advance of the seminar. The course organisers have compiled an optional Open Access pre-Course Reading List for attendees - all items will be openly available.  In addition, we encourage delegates to listen to the recording of the UKSG webinar on Working with Open Access (7 October 2019) which introduces the basic concepts of Open Access and how they work together to build wider access to knowledge.  


Programme and Speakers


Registration and refreshments


Introduction and Welcome

Jonathan Cook
Content Development Project & Implementation Officer British Library

Jon currently works within a Collections Development role for the British Library. He was previously involved in supporting Open Access programmes at the Universities of York and Huddersfield.


An Overview of Open Access from funding to research outputs, and the typology of Open Access

Rebecca Evans
Library Training Manager SAGE Publishing

Rebecca Evans is Senior Library Training Manager at SAGE Publishing. She supports international sales teams in understanding the library market by designing and developing training initiatives, and oversees SAGE’s customer training in Europe, the Middle East, Africa and Latin America.


An overview of the publication lifecycle from the library and research managers perspective

Key differences in supporting Gold and Green OA

Supporting systems from the library prospective, including CRIS systems, institutional repositories etc.

Zoe Fletcher
Gold OA Service Co-ordinator University of Manchester

Zoe Fletcher is a Research Services Librarian and Library Output Analyst at The University of Manchester where her main roles include co-ordination of the Gold Open Access service and managing compliance with the REF 2021 Open Access policy. She has previously worked at The University of Birmigham, which is where her interest in Open Access began


Plan S - what will change and what will its impact be

Patricia Killiard
Cambridge University Library

Patricia Killiard is Senior Deputy Director, Academic Services, Cambridge University Libraries, responsible for strategic leadership of services supporting education and research, collection development and management. The directorate includes the Office of Scholarly Communication, which provides the research community with OA and research data management support, and the team managing the university-wide Journal Co-ordination Scheme. She leads for the libraries of the University on supporting the implementation of Plan S. 


An overview of the publication lifecycle from the publishers perspective

Key distinctions between Gold and Green open access

Key definitions (eg author accepted manuscripts, version of record)

Supporting systems (eg publisher dashboards)

Amy Drew
Taylor & Francis Group*

Amy Drew is the Open Access Operations and Research Specialist at Taylor & Francis. Amy works with the business to develop systems and processes to deliver scalable open access workflows. She also manages the day to day running of open access operations at T&F.


The funders' perspective

Geraldine Clement-Stoneham
Medical Research Council UK /UKRI

Geraldine Clement-Stoneham is the Head of Knowledge Management and Scholarly Communication at the Medical Research Council, a part of UK Research and Innovation, where she leads on the development and implementation of open science policies. Geraldine is active both at national and international level, working with other funders and stakeholders to harmonise policies and develop good practice. She is a member of the Europe PubMed Central Funders Committee, the ASAPbio member advisory group, and is a UKRI representative on the Science Europe Working Groups on Research Data Management. She has most recently contributed to the development of the Science Europe Framework for Discipline-specific Research Data Management. She currently sits on the UKRI Open Access policy review Steering Committee, which aims to present a revised UKRI open access policy in 2020.




Breakout Session


Overview of key services, systems and standards

Alison McNab
Research Support Librarian

Alison McNab is an academic librarian at the University of Huddersfield, where her main role is to support researchers at all stages of the research cycle. For much of her library career she specialised in the marketing and exploitation of e-content. Her involvement with open access began when working for the Jisc Collections Team in in the early 2000s, and has continued in subsequent roles. She has a particular interest in games which enable researchers to learn about open access and other aspects of scholarly communications. Alison is a member of the UKSG Education & Events Subcommittee, and the current Chair of Cilip’s MmIT group.


Refreshment break


Preprints and their place in the publication ecosystem

Frank Norman
Head of Library & Information Services Francis Crick Institute

My career as a librarian started in the pharmaceutical industry and then in a hospital library. In 1989 I joined the library at the National Institute for Medical Research, initially providing information services to biological scientists and later managing the whole service. Serials management was a major part of my role and I first became involved in open access advocacy and support in the early 2000s. My role transferred to the Francis Crick Institute in 2015 and I became responsible for a completely digital library service. I have been advocating for preprints for a few years and am a member of the advisory board for bioRxiv. I am currently a member of the UKSG Education Subcommittee.


Panel Discussion on challenges and opportunities (from both sides)


Wrap up and close


September 01 2019 - 00:00 - February 05 2020 - 00:00

£ 185.00 + £ 37.00 VAT

UKSG Members

£ 235.00 + £ 47.00 VAT

UKSG Non-Members

£ 0.00 + £ 0.00 VAT



Registration has now closed, for any queries please contact 

Please take a look at our code of conduct 



By Wednesday 22nd January - full refund
From Thursday 22nd January  -  no refund

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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