REF Support

Version History

v2.6

• Update Outputs report to not return firstPage for items other than D and E, and articleNumbe for items other than type D.

v2.5

• Return earliest published/published online date when exporting Year and Month in Outputs report. Get the earliest of either the published or published online date, unless that's too early (i.e. before 01/01/2014), in which case opt for the other.

v2.4

• Update Outputs report to not return field values for types where the field is not required.
  • Only return "place" for types L P I M S
  • Only return "publisher" for types A B C G N O T U
  • Only return "volume" and "issue" for types D and E
  • Only return "isbn" for types A B C R
  • Only return "issn" for types D and E
  • Never return "is_physical_output" for type D
  • Only return "open_access_status" for types D or E when the "issn" value is set

v2.3

• Exclude URL from Outputs report when isPhysicalOutput is selected
• Add new field REF Support Selection, "other_desc", to provide brief description of type for "T - Other" items. This is then exported via the "publisher" column in the Outputs report, as described at https://ref.ac.uk/media/1701/output-information-requirements.xlsx

v2.2

• Add "mediaOfOutput" field to REF Selections and Research Outputs report export
• Update "reasonsForNoConnectionStatement" in Current Staff and Former Staff Contract report exorts to return array values as a single string (rather than an ARRAY ref)

v2.1

• Research groups 'Name' maximum length from 64 to 128
• Current staff report column renamed from "contractFTE" to "contractedFTE"
• "reasonsForNoConnectionStatement" column added to Current staff report
• "reason_no_connections" user field options updated from: 'CaringResponsibilities', 'PersonalCircumstances', 'ReducedHours', 'NormalDisciplinePractice' to: 'CaringResponsibilities', 'PersonalCircumstances', 'ApproachingRetirement', 'DisciplinePractice'
• Former staff contract report column renamed from "contractFTE" to "contractedFTE"
• "reasonsForNoConnectionStatement" column added to Former staff contract report
• Research Outputs report in "webOfScienceIdentifier" column maximum length changed from 15 to 20 characters
• "isPendingPublication" and "pendingPublicationReserve" removed from Research Outputs report. Fields labelled as "DEPRECATED" in Add Info workflow for REF Selections.
• New "isDelayedByCovid19" and "covid19Statement" fields, included in Research Outputs report
• Minor accessibility updates

v2.1.1

• Export DOIs in Research Outputs report using the 10.xxx format (removing any data preceding the 10.)
• EPrints reported as Gold OA via the REF CC (hefce_oa) problem have their openAccessStatus value set to 'Compliant'

v2.1.2

• Don't set an open_access_status value for items not of type D or E

v2.1.3

• Fix a bug where current staff and former staff were reporting all users assigned to a UoA for benchmarks other than the current benchmark. Former benchmarks will now report current and former staff in the same manner as the current benchmark, i.e. current staff = all users assigned to a UoA where their End Date has either not been set or is after 31/07/2020, former staff = all users assigned to a UoA with an End Date prior to 31/07/2020.

v2.1.4

• Apply bug fix from 2.1.3 to the Former Staff Contracts report too...

v2.1.5

• Which tabs appear in the complete submission Excel export (and which sections appear in the XML export) can now be configured in the local archive (useful for removing unused REF 4 tabs).
• Tabs are now exported in the correct order for the complete submission Excel export (ResearchGroup, CurrentStaff, FormerStaff, FormerStaffContract, Output, StaffOutputLink, ResearchDoctoralsAwarded, ResearchIncome, ResearchIncomeInKind
• CurrentStaff and StaffOutputLink will now export either HESA ID or Staff Identifier, but not both (with preference for HESA ID)
• contracts column removed from the FormerStaff Excel export
• HESA ID exported to FormerStaff and FormerStaffContract staffIdentifier column where available, or Staff ID where HESA is not available.
• Add EPrint post-commit trigger to recommit any REF Selections this eprint has been selected for when the EPrint's REF CC compliance value has been updated

v2.1.6

• Fix bug with complete submission XML exports, ensuring it uses only reports specified in zz_ref_support_reports_2021.pl config.

v2.1.7

• Update authorContributionStatement and researchConnection to long text fields to reflect number of characters allowed by the submission system.

v2.1.8

• Update researchConnection to long text field for former staff contracts.
• Fix accessibility DOM creation issue with Manage Former Staff Contracts screen.

v1.6

• Add assessor rating, plus configuration to display it as an optional field
• Fix issue where a UoA Champion can see selections belonging to a UoA they are not a champion of.

v1.5

• Show REF CC compliance dot for items that have been selected
• Dots only show next to items that REF CC OA compliance criteria apply to

v1.5.1

• Fix warning message bug

Introduction

The REF Support plugin, derived from the REF2014 plugin, has been designed to support REF2021 submissions.

This plugin provides the following key features:

• New Units of Assessment for REF2021.
• Benchmarks – ability to conduct one or more trial runs of your submission as well as the final run.
• Assign UoA Champions – assign champions to oversee allocated units so they can check and verify submissions as well as submit on behalf of others.
• REF1 Profile Information – create an enhanced profile to generate the REF1 report.
• Identify REF2 Outputs – individual staff taking part in the REF submission may select their outputs for submission, providing additional key information for the panel to consider.
• REF CC integration – the compliance indicator from the REF Compliance Checker is shown when selecting outputs.
• Record REF4 Data – store data about degrees awarded and research income for each unit of assessment.
• Installs alongside existing REF2014 plugin functionality.

Further Information

EPrints Services offers a support package for assistance with installing and using this plugin. For more information about the REF Support Package, please contact info@services.eprints.org