Release type: Incremental – Release Date: 2020-03-09

Functionality

• New scrolling navigation button: a circular, blue button has been added to the user interface and appears after scrolling down the page to facilitate navigation
• Actual and committed costs are now included in columns in academic output list to allow a quick snapshot of the costings associated with an AO
• New ‘Set 20% tax’ button added to ‘Invoice’ section to help streamline working
• Added new Jisc banner, logo and font.

Usability

• Amended wording in ‘Academic Outputs’: Renamed “assigned person” to “assigned user” for added clarity
• Added the option to choose ‘Not applicable’ for payment option in ‘Invoice’ section, as well as changing this to an optional field rather than mandatory
• Bug resolved for deletion of academic outputs following specific amends to costings
• Bug resolved for setting 20% tax to existing actual and committed costs.

Release type: Incremental – Release Date: 2019-12-04

Usability

• Display performance improvements
• Allow alternative currency indicators (three letter codes or symbols) in TCO spreadsheet

Release type: Patch – Release Date: 2019-11-15

Usability

• Bug resolved for exporting ‘What’s Listed’ csv and xlsx files.

Release type: Patch – Release Date: 2019-11-06

Usability

• Bug resolved for exporting ‘All’ csv and xlsx files.

Release type: Incremental – Release Date: 2019-10-29

Functionality

• The ‘Advanced / filter’ search has received the following enhancements:
  – Automatically filters the results to allow streamlined searching of academic outputs
  – Academic outputs that have failed or have outstanding compliance checks can be filtered
  – Academic outputs can be filtered according to ‘Funder group’.
• The academic output ‘Finance‘ details have received the following enhancements:
  – ‘Net’ and ‘gross’ costs can be entered separately, and the net/gross cost is automatically calculated when tax percentage is entered
  – New ‘Set 20% tax button’ for automatic calculation of gross or net costs
  – New cost category for ‘publisher fee’ added
  – New ‘Convert to GBP’ button to enable both automatic conversion and the ability to manually amend conversion as appropriate.
• Ability to view an invoice in a new window if a valid URL is entered.
• Bug resolved which was preventing the automated confirmation email being sent following use of the ‘People Import’ tool.
• Exported lists of academic outputs has a ‘People – Department’ column.
• Monitor Local will transfer £0 APCs to Monitor UK (for Monitor UK users).

Usability

• Option to record an assigned department for an academic output.
• All references to RCUK have been changed to UKRI.

Plus other minor bug fixes and improvements.

Release type: Incremental – Release Date: 2019-07-03

Functionality

• New ‘People Import’ tool, which allows users (those with Institutional Admin role) to upload a CSV file of person information to generate people records for their institution. Features of this new tool include:
  – Upload page, found under ‘People’ > ‘Bulk Upload’, including an example CSV file for guidance.
  – Verification function, to provide warnings if there is a problem with the data, and to check for duplicates. Any duplicates, matched on either the email address or ORCID, will not be created.
  – Automated email notification when import has completed.
• Publication Identifiers added to the dropdown title lists – ISSNs, eISSNs, ISBNs & eISBNs will now appear next to the titles of publications wherever they appear in dropdown lists, in order to assist with identification of required title.
• Funders which do not belong to a Funder Group (such as COAF or UKRI/RCUK) will now be displayed as ‘Other’ in reports, rather than a blank space as previously.
• Bug resolved which was causing the ‘Show records without a DOI’ filter to return some incorrect results.
• ‘Local Reference’ is now a searchable value in the general AO search.

Usability

• ‘No items’ boxes added to Invoice / Cost Items and Person / Contact Details sections, to make clear that no details have yet been added.
• ‘Manage’ page links re-styled – all links on these pages are now underlined, to make clear that they are active links.
• Warning triangle removed from DOI field when it is in an empty state, as this is not an invalid value.

Plus other minor bug fixes and improvements.

Release type: Incremental – Release Date: 2019-04-29

Functionality

• New advanced searching options added to the Academic Output ‘Manage’ page:
  – Date of acceptance
  – Funder
  – Publisher
  – Publication
  – Paid/unpaid cost items
• When importing records using the Jisc TCO spreadsheet (done by emailing the spreadsheet to the Monitor team at Jisc), Grant records will now be created and linked to Academic Outputs as part of this process.

Usability

• Bug which was causing PMIDs and PMCIDs to be blanked when a new DOI was added to an Academic Output record has been fixed.

Plus other minor bug fixes and improvements.

Release type: Incremental – Release Date: 2019-03-25

Usability

• ‘Add person’ form within the Academic Output workflow has been rearranged and improved to make this more intuitive.
• ‘People’ details (within an Academic Output) are now listed as cards, instead of a table.
• ‘Grant’ details (within an Academic Output) are now listed as cards, instead of a table.
• Appropriate maximum lengths set for relevant fields, and notifications added to alert users when this is exceeded – this will prevent internal server errors from appearing.
• ‘Cost’ form now notifies users of invalid entries by highlighting the field so users can fix the problem data.
• Fix applied to the DOI look-up function, so that it now correctly sets the output type, and resolves issues of PMID and PMCID data being removed.

Plus other minor bug fixes and improvements.

Release type: Incremental – Release Date: 2019-02-18

Functionality

• Review version of reports added – this includes Monitor ID and Local Reference fields, so that institutions can more easily check and compare the reports with their own records. This option appears below the ‘Download Report’ button.

Usability

• Notes now automatically save upon creation/edit, rather than requiring the user to re-save the record.
• Publication lifecycle fields are now hidden until the Academic Output is marked as published or awaiting publication.
• APC approval fields are now hidden until the APC funding approval status has been set to anything other than null or pending.
• Publisher submission and response fields are hidden until the Academic Output has been marked as submitted.
• Usability enhancements to change some more fields into radio buttons and checkboxes where appropriate.

Plus other minor bug fixes and improvements.

Release type: Incremental – Release Date: 2019-01-14

Functionality

• All note fields are now included in ‘Export All’ exports.
• Improvements have been made to the TCO import process to reduce errors.

Usability

• Quick-link report buttons added to the ‘Manage Academic Outputs’ screen.
• Modifications made to layout of the Person page.
• Improvements made to the Budget page to replace dropdown menus with checkboxes.
• ‘Publisher response’, ‘Output type’ and ‘Publication route’ have now all been changed to radio buttons for easier use.
• Date fields have been updated with a new look and feel.
• Invoice page has been rearranged to be more user friendly.
• Yes/no dropdown fields associated with dates in the Invoice page have been removed – setting a date now implies ‘yes’ and no date implies ‘no’.

Plus other minor bug fixes and improvements.

Release type: Incremental – Release Date: 2018-10-08

Functionality

• We have introduced the facility for users to record a payment date along with payment status in the Costs screen, without requiring an invoice. Where there is an associated invoice, these fields will be disabled to prevent any duplication or confusion of data (as payment status and date will be recorded in the Invoice).
• New functionality has been added to the back-end of the system, allowing the Jisc support team an improved view of institutional accounts & records, in order to increase our ability to support troubleshooting enquiries.
• The Jisc TCO report now includes all parts of the Jisc Collections template for ease of use and submission (the following tabs are now included: ‘Introduction’; ‘Definitions’; ‘Jisc APC report’; ‘Discounts, memberships & pre-payment agreements’; RCUK compliance summary’)
• Users can now add new suppliers into the supplier list within Invoices.

Usability

• Users will now be able to save records using a keyboard shortcut (Ctrl/Cmd+S).

Plus other minor bug fixes and improvements.

Release type: Incremental – Release Date: 2018-09-06

Functionality

• ‘Export All’ functionality has been introduced for all user-facing entities – institutions can now export all of their records via the manage screens.

Usability

• Updates made to the Jisc TCO report, to resolve display issues and include additional tabs (this now fully mirrors the Jisc Collections’ v4 template spreadsheet)

Plus other minor bug fixes and improvements.

Release type: Incremental – Release Date: 2018-08-02

Functionality

• Updates made to Monitor Local to allow the system to send usage statistics to the Jisc Data Warehouse team – this means that Monitor Local usage will now be displayed in My Jisc.

Usability

• Usability improvements made to the Notes fields, to make these easier to work with and clearer to read.
• Bug fixed which was preventing search results from displaying when viewed using older versions of some browsers.

Plus other minor bug fixes and improvements.

Release type: Incremental – Release Date: 2018-07-09

Functionality

• The ability to import TCO spreadsheets to assist with back-filling publication and APC data has been added (this is an admin function – please contact help@jisc.ac.uk to submit spreadsheets)
• The Jisc APC (TCO) report has now been added to the list of reporting options.
• Improvements made to tracking cookie, so banner requesting cookie permissions will not reappear more frequently than every 6 months.
• ‘My Profile’ has been renamed to ‘Settings’ and will include account options going forward.

Usability

• Meaningful error messages have been introduced when something cannot be saved due to a mandatory field being empty.
• Improvements made to allow easier deletion of invoices with attached suppliers.
• Journal OA type is now sent to Monitor UK, to allow reports to be viewed showing spread of APCs across Pure / Hybrid / Delayed OA publications.
• Dropdown lists of funders (within Grants and Budgets) have been improved, to remove the titles of ‘funder groups’.
• Duplication warnings have been introduced, to highlight a duplicate title or DOI when creating a new AO.
• An advanced search option has been added to the AO Manage screen, allowing users to search for items with missing DOIs.
• Issue affecting searches for grant names containing a forward slash has been fixed.
• Buttons for selecting known / estimated costs have been improved, and display has been corrected to accurately reflect this information.

Plus other minor bug fixes and improvements.

Release type: Incremental – Release Date: 2018-05-24

Functionality

• The saved format of DOIs has now been standardised, all DOIs will now be stored in the format https://doi.org/10.xxxx/xxxx.
• The DOI look-up function (to pull publication details from CrossRef) has been improved, to include more accurate labels and more informative error text.
• Fix applied, so that ‘Funder name’ is now included in all reports.

Usability

• DOI import tool has now been incorporated into the main Academic Output ‘general’ tab (rather than opening a pop-up window) and the input and validate button have been improved to give a more user-friendly experience.
• Fixes have been applied to prevent some display issues occurring when using Internet Explorer 11 or other older browsers.
• Improvements made to the item deletion process – Monitor will now check for issues preventing deletion, and report back to user if the item cannot be deleted.
• New ‘Give feedback’ button added to the sidebar, to allow quick and simple method of providing feedback on user experience.
• The default ‘paid’ status will now be marked as ‘no’ when committed costs are moved to actual. This mandatory field was previously left blank when the costs migrated.

Plus other minor bug fixes and improvements.

Release type: Incremental – Release Date: 2018-03-21

Functionality

• Work done to resolve problems with Knowledge Base+ import, and to re-activate this tool.

Usability

• ‘Department’ field is no longer marked as required in the contact details section of Person records.
• When searching for a Person to add to an Academic Output, the filter will now default to the user’s organisation.
• Help icons have been added to several fields within the Academic Output workflow, to clarify what information is required.
• Modifications have been made to the Reports results table, to make this view consistent with the interactive elements of the Manage pages.
• Invoice and budget names are no longer truncated within cost tables.

Plus other minor bug fixes and improvements.

Release type: Incremental – Release Date: 2018-01-25

Functionality

• Changes made to allow institutions to have historic APC data pushed into Monitor UK, without having to update all of their previous Academic Outputs.
• The source of currency exchange rates has been updated, so rates are more accurate and updated daily.

Usability

• Display of Committed and Actual Costs associated with Academic Outputs has been improved, and descriptions added to clarify the different costs.
• Arrangement of the buttons on the Manage screens has been updated, to provide a cleaner and more intuitive interface.
• When adding people or funders to Academic Outputs, it is now possible to select the required entity without applying an organisational filter.
• It is now possible to navigate between tabs when creating a new Academic Output without having to save the record each time, leading to a smoother user experience.

Plus other minor bug fixes and improvements.

Release Type: Incremental – Release Date: 2017-12-14

Functionality

• All columns on Academic Outputs manage screen now export to CSV & XLSX
• Academic outputs can now be sorted by committed & actual costs
• Monitor UK APC synchronisation now scheduled to be every 30 minutes

Usability

• Clicking column rows on “manage” screens now loads up the relevant record
• Authentication screen now fully visible in all browsers
• Date format now consistent for all dates and times in manage Academic Output export
• Typeaheads in the Journal Details section of academic outputs now prioritise shortest results, so all values can now be found

Plus various minor improvements

Release Type: Incremental – Release Date: 2017-11-14

Functionality

• RCUK & COAF reporting added, located under the Academic Outputs menu

Release Type: Incremental – Release Date: 2017-10-26

Functionality

• Main Contact Name and Department are now sortable on the AO search screen
• If the user hasn’t set their name, they are now prompted to do so
• Users should be able to stay logged in for a week
• Compliance tab now correctly re-renders when edits are cancelled

Usability

• Login process improved to require fewer steps
• When new users log in, they are given a more useful screen to help them get started and learn the system
• When experienced users log in, they are given a more useful screen to help them engage with the system
• Plus other minor usability improvements

Release Type: Incremental – Release Date: 2017-10-10

Functionality

• Added a feature to enable to users see, and navigate to individual deductions that are drawing from a given budget.
• Fixed an issue where the compliance form could unexpectedly disappear under specific circumstances
• Fixed an issue where refreshing the browser could send users to a different screen
• Fixed an issue where Academic Output page could break when a person with no contact details is associated with an AO
• Fixed a caching issue to ensure Monitor web pages update correctly on new releases
• Improvements to the Person Import functionality to prevent unintended overwriting of other data
• Plus under-the-hood improvements to service performance and reliability

Usability

• This release introduces an improved layout to make forms more usable and make better use of user’s available screen space.
  • Field-widths have been set to sizes appropriate to the data being entered
  • On wide-screens, the task list automatically displays.
• Improvements to the usability of the feature to manage cost items associated with an academic output, including improving the layout and functionality.
• Improvements to the usability of the feature to manage a person’s contact details, including improving the layout and functionality.
• Improvements to the usability of the feature that lets users show/hide columns on manage screens.
• Plus a variety of minor usability enhancements

Release Type: Incremental – Release Date: 2017-08-15

Functionality

• More columns added to the table on the manage academic outputs screen
• Budget screens now show a breakdown of estimated, known, paid and unpaid costs
• New ‘advanced search’ interface for the manage academic outputs screen put into place. (note: this is an ongoing development, more fields will be added in the future).
• Net cost calculation now uses only GBP values, and column headers have been clarified. This is instead of an inconsistent mixture of GBP and native currency values which may have caused confusion.
• Improved ‘compliance check’ task, so that it flags up if any compliance items have failed
• Saving / canceling edits to author ORCiDs now behaves correctly
• Plus under-the-hood improvements to service performance and reliability

Usability

• Number of outstanding workflow tasks now shows in search result list on manage academic outputs screen
• Links have been added to make adding new people, grants, and budgets to the system easier, from within other parts of the system, such as within the edit academic output screen

Release Type: Incremental – Release Date: 2017-05-31

Functionality

• Users can now specify the tax value in GBP as well as the original currency
• “Not required” option added to Funder Acknowledgement and Research Materials Access Statement compliance checks
• When ISSN/ESSN are present, links to journal policies (in Sherpa RoMEO) are provided to the user
• The COAF compliance check now checks for the IDs that COAF need – if it’s green route, it requires a PMCID, if it’s gold route it needs either a PMID or a PMCID

Usability

• Simplified the login screen
• Improved the main navigation
• Page titles made more meaningful (e.g. when editing an academic output, the header shows the title of the academic output)
• Fixed issue where invalid data was not producing an error message
• Plus various other minor usability improvements

Release Type: Incremental – Release Date: 2017-05-31

Functionality

• Journal title data is updated nightly from KB+
• Currency exchange rates are updated nightly from Yahoo

Usability

• Introduced a cleaner look and feel across the service
• Improvements to the notification system: Better UI, more helpful functionality.

Stability

• Fixed an issue with deletion of duplicate people and academic outputs