Open Access Week Webinar 2014

Los Angeles | London | New DelhiSingapore | Washington DC

SHARE, CHORUS, and Open Access: What you need to know

Tuesday, October 21, 2014

10am PST, 1pm EST

Webinar hashtag: #SAGETalk


● Issued directive in Feb 2013

● Every federal research agency with expenditures over $100M per annum to produce a public access plan ensuring that articles and data resulting from its funded research be made freely accessible, online, to the public

● 12 month embargo set as a guideline

● Initial deadline of for submissions Aug 22nd, 2013

● publications and metadata must be stored in an archival solution that provides for long-term preservation and access


● Released Public Access plan July, 2014

● Access provided through PAGES portal

● Articles based on DOE funded research must be made available no later than 12 months after publication:

• If Publishers VoR is available link to that through CHORUS• If not, link to the Authors Accepted Manuscript deposited in an Institutional

Repository by the author

● No mention of reuse, text or data mining

SHAREACRL-CHOICE Webinar: SHARE, CHORUS,

and Open Access: What You Need to KnowJudy RuttenbergOctober 21, 2014

A BRIEF HISTORY

b. June 7, 2013 as a development draft

“Research universities are long-lived and are mission-driven to generate, make accessible, and preserve over time new knowledge and understanding.”

CHALLENGES

Preservation of, access to, & reuse of

research outputs

CHALLENGESInfrastructure

Workflow Policy


research outputs

CHALLENGESInfrastructure

Workflow Policy


research outputs

Varied repository platforms/capacitiesStandards and ProtocolsIdentifiers

Public accessOpen accessCopyrightData management & sharing

Multiple siloed systems = Administrative burden

PROBLEM SPACE

Knowing who is producing what, and under whose auspices, is critical to a wide range of stakeholders - funders, sponsored research offices, government agencies, tenure and promotion committees, and repository managers, and the research community.

SHARE COMPONENTS

December 2013:

Notification ServiceRegistryDiscoveryMining and Reuse

Alfred P. Sloan Foundation Planning Grant

EARLY 2014• Joint grant from IMLS and the Sloan

Foundation: March, 2014 through September, 2015

• $1,000,000 to develop Notification Service and long term SHARE vision

CENTER FOR OPEN SCIENCE

Mission alignment with development partner

“We foster openness, integrity, and reproducibility of scientific research”

Charlottesville, VA-based nonprofit technology start-up

TYPES OF RESEARCH RELEASE EVENTS

Data SetsArticles

Preprints

CONSUMERS OF RESEARCH RELEASE EVENTS

FundersCampus Repositories

Sponsored Research Offices

SHARE Notification

Service

SHARE WIKI @ GITHUB

NOTIFICATION SERVICE STATUS

Initial data harvest from:

PROTOTYPE PLANS FALL 2014

Plans for prototype expansion include 10 more campus sites from DuraSpace and bepress, inclusion of more data sets, addition of DMPTool data.

“Push API” and further subscription methods to the prototype.

GOVERNANCEwww.arl.org/share

Advisory Board & Executive Committee

Director: Tyler WaltersOperations Group

Community Working Groups

SHARE Notification

Service

SHARERegistry

SHAREDiscovery

For Systems via Protocol & API For People

timely, structured, comprehensive

organized and related source of linked data

searchable and friendly

AGGREGATION/REUSE

Infrastructure

Workflow Policy


research outputs

THANK YOU!

www.arl.org/share

@SHARE_Research

[email protected]

mailto:[email protected]

SHARE, CHORUS, and Open Access: What You Need to Know

21 October 2014Howard Ratner

Executive Director, CHOR Inc., @chorusaccess

Identification Discovery Access Preservation Compliance

Advancing Public Access to Research | www.chorusaccess.org

US Office of Science and Technology US Office of Science and Technology Policy (OSTP) + CHORUSPolicy (OSTP) + CHORUS

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

•Plans 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 sooner if paid by article processing charge

•Open APIs enabling content syndication and search services

•Articles archived via CLOCKSS, Portico, and other government sponsored archives

•Can link to data repositories when available

•Up and running: already working with agencies


PLUS OVER 100 SIGNATORIES

Board of Directors


Supporting Organizations (October 2014)Supporting Organizations (October 2014)


Ramp upFebruary – June 2013

Ramp upFebruary – June 2013

Proof ofConcept

Delivered 30 August

2013

Pilot Phase

Sept 2013 -July 2014

InProduction

31 July 2014

MembershipDrive

+Publisher

Onboarding

CHOR incorporated:501(c)(3) not-for-profit

public charity (1 October 2013)

2013 Fundraising

AAP Startup Funding

2014 Fundraising

InternationalExploration

US Dept of EnergyAnnounces Partnership

(4 August 2014)


US Agencies & CHORUSUS Agencies & CHORUS

US Department of Energy Announced Partnership with CHORUS on 4 August 2014

Active discussions with 5-10 federal agencies


Why CHORUS?Why CHORUS?


AlanAgency

LottieLibrarian

PeterPublic

PennyPublisher

RachelResearcherComplianceCompliance

IdentificationIdentification DiscoveryDiscovery

AccessAccessPreservationPreservation

How Does CHORUS Help?How Does CHORUS Help?


Cost Effective Public Cost Effective Public Access InfrastructureAccess Infrastructure

Builds on existing infrastructure of the scholarly community

32


Accepted Author Manuscript becomes publicly accessible

Version of Recordbecomes publicly accessible

Embargo Period Expiresor Author/Funder Pays for Public Access

How CHORUS Works: How CHORUS Works: AccessAccess


How CHORUS Works:How CHORUS Works: Identification Identification……built into the author’s submission processbuilt into the author’s submission process


How CHORUS Works: How CHORUS Works: IdentificationIdentification……built into the author’s submission processbuilt into the author’s submission process


How CHORUS Works: How CHORUS Works: IdentificationIdentification……built into the author’s submission processbuilt into the author’s submission process


Government maintained

or other 3rd-party

dark archive

Government maintained

or other 3rd-party

dark archive

IdentificationIdentification DiscoveryDiscovery

ComplianceCompliance

PreservationPreservation


• CHORUS objective: interoperate with scholarly repositories and other systems providing access to scholarly articles

• Agreed to work jointly on persistent identifiers, metrics, and notification system

• Exploring more areas of collaboration• Active member of SHARE workflow working

group


Helps faculty maintain compliance with funder requirements now

•Utilizes existing author workflowo Minimizes researchers’

compliance efforts o Streamlines technologyo Scalable solution

•Lowers overheado Free to academic institutions,

libraries, agencies and the public

CHORUS + Academia

LottieLibrarian

RachelResearcher

Help us, help you!Become an academic supporter today

www.chorusaccess.orgContact: Howard Ratner

[email protected] us on Twitter: @chorusaccess

Identification Discovery Access Preservation Compliance


Q&APlease submit your questions in the comment box or on

twitter using #SAGETalk

Education

Open Access Week Webinar 2014