oai9 geneva, switzerland 18 june 2015 howard ratner, hratner@chorusaccess.org access discovery ...

OAI9 Geneva, Switzerland

18 June 2015Howard Ratner, hratner@chorusaccess.org

www.chorusaccess.org

Access Discovery Compliance Identification Preservation

Advancing Public Access to Research | www.chorusaccess.org

courtesy of Oxford University PressOpen Access Funder Mandates

Advancing Public Access to Research | www.chorusaccess.org

CHORUS advances sustainable, cost-effective public access to articles reporting on funded research in ways that benefit all in

the scholarly communications community. 

• 501(c)(3) not-for-profit membership organization

• Leverages existing infrastructure

• Promotes collaboration

• Sparks innovation

• Broadens the dialogue among publishers, societies, funders, service providers, researchers, and other stakeholders

Advancing Public Access to Research | www.chorusaccess.org

PLUS OVER 117 SIGNATORIES

Advancing Public Access to Research | www.chorusaccess.org

Supporting Organizations (June 2015)AAAS/ScienceAcoustical 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 Society for Investigative PathologyAmerican Soc of Agricultural & Biological

EngineersAmerican Society of AgronomyAmerican Society of Civil EngineersAmerican Society of HematologyAmerican Society of Mechanical Engineers

American Society for MicrobiologyAmerican 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 AmericaGeoScienceWorldHindawiHuman Factors and Ergonomics SocietyIEEEiMedPub. Internet Medical Publishing

INFORMSInstitute 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 MedicineNow PublishersThe Optical SocietyOxford University PressThe Physiological SocietyPNASRevista Medica de RisarldaThe Rockefeller University PressThe Royal College of PsychiatristsThe Royal SocietyRoyal Society of ChemistrySage PublicationsSociety for the Advancement of Materials on

Process EngineeringSociety for the Study of ReproductionSociety of Exploration GeologistsSoil Science Society of AmericaSpringer Science+Business Media LLCTaylor & FrancisThieme PublishersUniversity of Chicago PressWileyWolters Kluwer Medical Research Plus 15 more service providers & organizations

Advancing Public Access to Research | www.chorusaccess.org

US Agencies & CHORUS

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

Signed Agreement on 15 April 2015

Active discussions with 5-10 US federal agenciesNSF, NASA, NOAA, NIST mention CHORUS in plans

Advancing Public Access to Research | www.chorusaccess.org

Why CHORUS?Sustainable, scalable path to public access

Addresses the priorities of researchers, funders,

publishers, and academic institutions &

libraries alike

Free to academic institutions & libraries and the public

Cuts overhead for fundersContains costs for publishers

Advancing Public Access to Research | www.chorusaccess.org

Agency

Librarian Public

Publisher

Researcher

Compliance

Identification Discovery

AccessPreservation

How Does CHORUS Help?

Office ofResearch

Advancing Public Access to Research | www.chorusaccess.org

capture funding metadata via

CrossRef’s FundRef

transmit key article dates via metadata

- manuscript acceptance- publication- embargo start/end

be transparent about embargoes

I would like publishers to …

Adapted from JISC Desiderata Discussion Document, April 2015

Agency

identify articles by grantees and staff

researchers

provide public access to articles reporting on funded research

Advancing Public Access to Research | www.chorusaccess.org

attach the accepted manuscript to my acceptance email

I would like publishers to …

clearly tell me what people can do with my accepted manuscript

clearly tell me what people can do with

the Version of Record of my article

help me comply with my funder’s policies

Adapted from JISC Desiderata Discussion Document, April 2015

Researcher

make my article easy to find

Advancing Public Access to Research | www.chorusaccess.org

register the DOI upon manuscript acceptance

I would like publishers to …

capture funding metadata via

CrossRef’s FundRef

allow unrestricted machine access to

OA content

transmit key article dates via metadata- manuscript acceptance- publication- embargo start/end

promote and use ORCiD identifiers

capture institutional affiliation metadata

be transparent about embargoes

Adapted from JISC Desiderata Discussion Document, April 2015

Librarian Office ofResearch

ensure public access to articles

in perpetuity

Advancing Public Access to Research | www.chorusaccess.org

Cost Effective Public Access Infrastructure

Builds on existing infrastructure of the scholarly community

Advancing Public Access to Research | www.chorusaccess.org

Accepted Author Manuscript becomes publicly accessible

Version of Recordbecomes publicly accessible

Embargo Period Expiresor Author/Funder Pays for Public Access

How CHORUS Works: Access

Advancing Public Access to Research | www.chorusaccess.org

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

Publisher MTS

. . .

Advancing Public Access to Research | www.chorusaccess.org

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

Advancing Public Access to Research | www.chorusaccess.org

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

Publisher Host

. . .

Advancing Public Access to Research | www.chorusaccess.org

Government maintained

or other 3rd-party dark

archive

How CHORUS Works: Preservation…use of existing, multiparty preservation strategy

Advancing Public Access to Research | www.chorusaccess.org

Text and Data-Mining Services

How CHORUS Works: Discovery…by any existing search engine

search.chorusaccess.org

Advancing Public Access to Research | www.chorusaccess.org

Advancing Public Access to Research | www.chorusaccess.orgpowered by

Advancing Public Access to Research | www.chorusaccess.org

API Integration with Agency Portals

Advancing Public Access to Research | www.chorusaccess.org

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

Advancing Public Access to Research | www.chorusaccess.org

DOIs / Articles Description

307,573 unique CrossRef DOIs with FundRef IDs

110,448 CrossRef DOIs with US FundRef IDs

107,395 reported in CHORUS Dashboard

25,878 verified publicly accessible todayAs of 8 June 2015

CHORUS Dataset Statistics

Advancing Public Access to Research | www.chorusaccess.org

Total CHORUS Articles Monitored

as of 6/8/15

107,395

23,366

Advancing Public Access to Research | www.chorusaccess.org

6/14/1

0

6/25/1

0

7/6/1

0

7/17/1

0

7/28/1

0

8/8/1

0

8/19/1

0

8/30/1

0

9/10/1

0

9/21/1

0

10/2/1

0

10/13/1

0

10/24/1

0

11/4/1

0

11/15/1

0

11/26/1

0

12/7/1

0

12/18/1

0

12/29/1

0

1/9/1

1

1/20/1

1

1/31/1

1

2/11/1

1

2/22/1

1

3/5/1

1

3/16/1

1

3/27/1

1

4/7/1

1

4/18/1

1

4/29/1

1

5/10/1

1

5/21/1

1

6/1/1

10

5000

10000

15000

20000

25000

30000

35000

40000

45000

NSFUSDHHSUSDODUSDOENASAUSDAUSDOINISTBMGFUSAIDSmithsonianDHSDOTEDEPANOAAVA

Monitored Articles by US Agency

as of 6/9/15

Advancing Public Access to Research | www.chorusaccess.org

http://dashboard.chorusaccess.org/nsf

# Depositsmade to dark archives

Content testedfor public accessibility

# Records having reuse terms posted

# Depositsidentifying

funding

Advancing Public Access to Research | www.chorusaccess.org

Advancing Public Access to Research | www.chorusaccess.org

Advancing Public Access to Research | www.chorusaccess.org

Advancing Public Access to Research | www.chorusaccess.org

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

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

• Exploring more areas of collaboration• Active member of SHARE joint working group

Advancing Public Access to Research | www.chorusaccess.org

• Value cross-linking data and articles• CHORUS infrastructure can link to data repositories • Unclear if there is one unified mechanism for data

and publications • Simplify procedures for researcher compliance and funding

agency monitoring • Member RDA-WDS Publishing Data Services Working Group• CHORUS to use standard identifier schemes

Data

Advancing Public Access to Research | www.chorusaccess.org

Proven Technology

Open API

Optimized Search

Preservation Archiving

Free Public Access Distributed

Access

Dashboard Metrics

Text & Data Mining

Cost-Effective

Discover more information www.chorusaccess.org

Contact: Howard Ratnerhratner@chorusaccess.org

Follow us on Twitter: @chorusaccess

Access Discovery Compliance Identification Preservation