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A Solution for Public Access. CHORUS Implementation Workshop #2 Howard Ratner, Executive Director, CHOR, Inc. [email protected] www.chorusaccess.org. Identification Discovery Access Preservation Compliance. Open Access Funder Mandates. - PowerPoint PPT Presentation
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16 May 2014
A Solution for Public Access
CHORUS Implementation Workshop #2Howard Ratner, Executive Director, CHOR, Inc.
Identification Discovery Access Preservation Compliance
16 May 2014 Presentation name Presenter Name and Date 2
Open Access Funder Mandates
16 May 2014
Increasing Access to the Results of Federally Funded Scientific Research
Free public access to peer-reviewed research articles
(guideline: 12-month embargo, adapted to
agency/discipline need)
Need policies on both articles and data
Ensure interoperability and long-term stewardship
All federal agencies funding $100M or more annually in extramural research must
develop public access policies
Issued February 2013Draft plans submittedNow out for revision
16 May 2014
A broad coalition of scholarly publishers formed to develop, implement and steward a partnership with the federal research funders for providing public access to the peer-reviewed publications that report on federally funded research.
• Evolved from an ad-hoc group of publishers who initiated partnership discussions with several agencies in Spring 2011
• Incorporated as a not-for-profit entity – CHOR, Inc. – on October 1, 2013
• US IRS 501(c)(3) tax-exempt status pending
• 100+ signatories and growing
• Exploring international partnerships
• Already in pilot!
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16 May 2014
PLUS OVER 100 SIGNATORIES
16 May 2014
Supporting Organizations (April 2014)AAASAcoustical Society of AmericaACSESSAmerican Association of AnatomistsAmerican Association for Cancer ResearchAmerican Association of Physicists in MedicineAmerican Association of Physics TeachersAmerican Astronomical SocietyAmerican Chemical SocietyAmerican Crystallographic Association, Inc.American College of Chest PhysiciansAmerican College of PhysiciansAmerican Dental AssociationAmerican Diabetes AssociationAmerican Geophysical UnionAmerican Inst of Aeronautics and AstronauticsAmerican Institute of Biological SciencesAmerican Institute of Chemical EngineersAmerican Institute of PhysicsAmerican Mathematical SocietyAmerican Meteorological SocietyAmerican Medical AssociationAmerican Nuclear SocietyAmerican Physical SocietyAmerican Physiological SocietyAmerican Psychiatric PublishingAmerican Psychological AssociationAmerican Society for Biochemistry and
Molecular BiologyAmerican Soc of Agricultural & Biological
EngineersAmerican Society of AgronomyAmerican Society of Civil EngineersAmerican Society of Mechanical EngineersAmerican Society for Microbiology
American Society of NeuroradiologyAmerican Society of Plant BiologistsAmerican Speech-Language-Hearing AssociationAsociacon Columbiana de InfectologiaAssoc for Computing Machinery (ACM)Assoc for Research in Vision and OphthalmologyAVS: Science & Technology of Materials,
Interfaces and ProcessingBiophysical SocietyBioscientificaBotanical Society of AmericaBritish Editorial Society of Bone & Joint SurgeryBMJCambridge University PressColumbia University PressThe Company of BiologistsCrop Science Society of AmericaDove PressDuke University PressEcological Society of AmericaECS - The Electrochemical SocietyEDP SciencesElsevierEmerald Group Publishing LimitedThe Endocrine SocietyEntomological Society of AmericaEuropean Respiratory SocietyFabricators and Manufacturers Association,
InternationalGenetics Society of AmericaGeoScienceWorldHuman Factors and Ergonomics SocietyIEEEiMedPub. Internet Medical PublishingINFORMS
Institute of Physics PublishingInstitution of Engineering and Technology (IET)Journal of Bone and Joint SurgeryJournal of Infection in Developing CountriesJournal of Rehabilitation Research and DevLynne Rienner Publishers, Inc.Materials Research SocietyMcGraw-HillMycological Society of AmericaNature Publishing GroupNew England Journal of MedicineThe Optical SocietyOxford University PressThe Physiological SocietyRevista Medica de RisarldaThe Royal College of PsychiatristsThe Royal SocietyRoyal Society of ChemistrySage PublicationsSociety for the Advancement of Materials on
Process EngineeringSociety for the Study of ReproductionSoil Science Society of AmericaSpringer Science+Business Media LLCTaylor & FrancisThieme PublishersUniversity of Chicago PressJohn Wiley & SonsWolters Kluwer Medical Research
Plus 11 more service providers & organizations
16 May 2014
US Office of Science and Technology Policy (OSTP) + CHORUS
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OSTP Requirement• Free public access to peer-
reviewed research articles (guideline: 12 month embargo adapted to agency/discipline needs)
• Optimize search, archival, and dissemination features to encourage innovation
• Ensure interoperability and long-term stewardship
• Policies on public data also called for
• Develop plans in consultation with stakeholders
CHORUS Services• Publishers provide free public access to
best available version (accepted author manuscript or Version of Record) post embargo or if paid by article processing charge
• CHORUS API enables content syndication and search services
• CHORUS enables archiving via CLOCKSS, Portico, and other government sponsored archives
• CHORUS infrastructure can link to data repositories when available
• CHORUS is ready to work with agencies
16 May 2014
AlanAgency
LottieLibrarian
PeterPublic
PennyPublisher
RachelResearcherCompliance
Identification Discovery
AccessPreservation
How Does CHORUS Help?
16 May 2014
Preserve Agency Fundsfor Research!
Builds on existing infrastructure of the scholarly community
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16 May 2014 10
How CHORUS Works: Identification…built into the author’s submission process
16 May 2014 11
Government maintained
or other 3rd-party dark
archive
How CHORUS Works: Preservation…use of existing, multiparty preservation strategy
16 May 2014
Accepted Author Manuscript becomes publicly accessible
Version of Recordbecomes publicly accessible
Embargo Period Expiresor Author/Funder Pays for Public Access
How CHORUS Works: Access
16 May 2014 13
Text and Data-Mining Services
How CHORUS Works: Discovery…by any existing search engine
16 May 2014powered by
search.chorusaccess.org
16 May 2014powered by
16 May 2014powered by
API Integration with Agency Portals
16 May 2014 18
API and dashboards for monitoring and tracking publisher contributions to CHORUS
Government Agency Reports
Institution Reports
Publisher Reports
How CHORUS Works: Compliance
Live dashboard: dashboard.chorusaccess.org/nsf
http://dashboard.chorusaccess.org/nsf
# Deposits made to dark archives
Content testedfor public accessibility
# Records having agreeable licenses
# Depositsidentifying
NSF funding
16 May 2014
Ramp upFeb – June 2013
Proof ofConcept
Delivered 30 Aug
Pilot Phase 130 Sept -31 Dec
2013
Pilot Phase 2
Jan – July 2014
ProductionJuly 2014
Incorporation of CHOR, Inc.
1 Oct 2013
AAP Startup Funding
Appointment of Howard Ratner, Director of Development (July)
Fundraising
Appointment of Howard Ratner, Executive Director (January)
Pilot TechBuild
Delivered 30 Sept
16 May 2014
• CHORUS aspires to be inclusive and interoperate with scholarly repositories and other systems providing access to scholarly articles
• Agreed to work jointly on persistent identifiers, metrics, and notification system
• Continuing to explore more areas of collaboration• Member of SHARE workflow working group
16 May 2014
• Unclear whether there is one unified mechanism for data and publications
• Value in linking data to the papers it supports• Simplify procedures for researcher compliance and funding agency
monitoring • CHORUS infrastructure can link to data repositories when available• CHORUS will use standard identifier schemes
Data?
16 May 2014
What Do Publishers Need To Do?• Become a signatory of CHORUS• Become a member of CrossRef• Sign up for FundRef as part of CrossRef membership• Submit agency-related data to CrossRef/FundRef for all
new content• Send public access content reuse license and embargo
metadata to CrossRef • Deposit full text URIs with CrossRef • Sign CHORUS Agreement (Pilot or Membership)• Send relevant content to archiving service
16 May 2014
Simple Guide to Implementing CHORUS
What Do Publishers Need To Do?1. Collect funder information (via your manuscript tracking system or by extracting from
your articles) and map it to entries in the CrossRef Funder Registry2. Send the funder information to CrossRef's FundRef system3. Link to a common license or post your proprietary license for content reuse on your
site4. Make at least one version of your articles reporting on funded research publicly
accessible on your website, either Version of Record (VOR) or Accepted Manuscript (AM), with an appropriate embargo period if desired
5. Send to CrossRef the URL for the publicly accessible version paired with the URL for the reuse license with an appropriate start date commensurate with the chosen embargo period
6. Permit your publicly accessible versions to be harvested for indexing by agencies (agencies will link back to you by the DOI)
7. Archive the VOR at a recognized archive service
16 May 2014
Discover more information www.chorusaccess.org
Contact: Howard [email protected]
Next Webinar Workshop: Friday, May 16th, 11:00 – 1:00 PM (EDT)
Identification Discovery Access Preservation Compliance
