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Charleston Neapolitan: Open Access, Public Access: Policies, Implementation, Developments, and the Future of US Published Research.
 

Charleston Neapolitan: Open Access, Public Access: Policies, Implementation, Developments, and the Future of US Published Research.

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Howard Ratner (speaker), Amy Friedlander (speaker), John Wilbanks (speaker), Judy Ruttenberg (speaker), Alicia Wise (moderator)

Howard Ratner (speaker), Amy Friedlander (speaker), John Wilbanks (speaker), Judy Ruttenberg (speaker), Alicia Wise (moderator)

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    Charleston Neapolitan: Open Access, Public Access: Policies, Implementation, Developments, and the Future of US Published Research. Charleston Neapolitan: Open Access, Public Access: Policies, Implementation, Developments, and the Future of US Published Research. Presentation Transcript

    • A not-for-profit Public-Private Partnership Providing Public Access to the Results of Agency Sponsored Research Charleston Conference November 8, 2013 Howard Ratner, Director of Development, CHOR Inc. 8 November 2013 1
    • Introduc)on     •  CHORUS  (first  service  of  CHOR  Inc.)  now  offers  an  open  technology  pla?orm   to  meet  the  public  access  needs  of  funding  agencies  and  researchers   •  For  all  key  stakeholders:   •  Funding  agencies  (iden)fies  and  provides  access  to  arGcles  reporGng   on  research  they  fund,  ensures  preserva)on  of  research  arGcles,   ensures  researcher  and  publisher  compliance)   •  Authors/researchers/insGtuGons  (simplifies  compliance  with  funder   mandates,  provides  access  to  research  results)   •  Libraries  (ensures  preserva)on  of  research  arGcles,  provides  access  to   research  results)   •  The  public  (provides  access  to  arGcles  reporGng  on  publicly  funded   research)   •  Publishers  (simplifies  compliance  with  funder  mandates,  retains   traffic  )     •  No  significant  cost  for  agency  use  or  parGcipaGon  because     CHORUS  builds  on  exisGng  infrastructure  in  the  publishing  community     (CrossRef,  FundRef,  Prospect,  CLOCKSS,  PorGco,  ORCID,  etc)   8 November 2013 2
    • Alan  the  Agency  Department  Head     (e.g.,  DOE,  NSF,  USAID)   Wants  to…     •  meet  OSTP  guidelines/mandate   •  measure  grantee  and  agency  compliance  with  guidelines/mandate     •  show  how  his  agency’s  investments  are  having  impact  (ROI)   •  provide  access  to  the  best  available  version  (BAV*)  of  arGcles  resulGng   from  agency  funding  for  their  consGtuency   •  preserve  the  arGcles  that  report  on  his  agency’s  funded  research   •  integrate  informaGon  from  publisher  systems  with  their  own  internal   systems  (via  APIs)   •  text  and  data  mine  arGcles  reporGng  on  funded  research   •  ensure  publisher  compliance   •  avoid  administraGve  burden  to  researchers   •  …     *  BAV  =  Best  Available  Version  –  accepted  manuscript  or  version  of  record   8 November 2013 3
    • Rachel  the  Researcher  /  Principal   Inves)gator   Wants  to  …   •  obtain  funding  for  her  research   •  comply  with  funding  agency  requirements   •  know  the  sources  of  funding  in  her  area  of  research   •  have  access  to  best  available  version  (BAV*)  of  content  in  her   research  area   •  text  and  data  mine  arGcles  reporGng  on  funded  research   •  avoid  extra  administraGve  work   •  …     *BAV  =  Best  Available  Version  –  accepted  manuscript  or  version  of  record     8 November 2013 4
    • LoHe  the  Librarian   Wants  to  …   •  have  access  to  best  available  version  (BAV*)  of  content  for   her  patrons  or  her  own  research   •  text  and  data  mine  arGcles  reporGng  on  funded  research   •  know  that  arGcles  reporGng  on  funded  research  will  be   readily  available  in  perpetuity   •  help  researchers  comply  with  funding  agency  requirements   •  build  discovery  tools  for  researchers   •  …     *  BAV  =  Best  Available  Version  –  accepted  manuscript  or  version  of  record   8 November 2013 5
    • Peter  the  Public   Wants  to  …   •  have  access  to  best  available  version  (BAV*)  of  content  to   research  a  problem/drive  economic  development   •  see  what  the  government  is  funding   •  learn  the  impact  of  specific  agency  grants   •  understand  the  latest  developments  in  science   •  have  content  connected  to  learning  tools     •  …       *  BAV  =  Best  Available  Version  –  accepted  manuscript  or  version  of  record   8 November 2013 6
    • Penny  the  Publisher   Wants  to  …   •  help  her  authors  and  their  insGtuGons  comply  with  funder   mandates   •  retain  traffic  on  journal  websites  to  be]er  demonstrate  value   to  librarians   •  retain  traffic  on  journal  websites  to  drive  adverGsing  revenue   •  enable  text  and  data  mining  of  arGcles  reporGng  on  funded   research   •  minimize  administraGve  costs  through  automaGon   •  ensure  that  arGcles  reporGng  on  funded  research  in  her   journals  will  be  readily  available  in  perpetuity   •  avoid  duplicaGon  of  effort/addiGonal  costs  by  uGlizing  exisGng   publishing  infrastructure   •  …     *  BAV  =  Best  Available  Version  –  accepted  manuscript  or  version  of  record   8 November 2013 7
    • How  CHORUS  Works:  Iden)fica)on   8  
    • How  CHORUS     Works:  Preserva)on   Government maintained  or other  3rd-party dark archive 9  
    • How  CHORUS     Works:  Access   Funding  Agency  Embargo  Period  Expires   or  Author/Funder  Pays  for  Immediate  Public  Access   Accepted  Author  Manuscript     becomes  publicly  accessible   Version  of  Record   Becomes  publicly  accessible   10  
    • How  CHORUS     Works:  Discovery   Text  and  Data-­‐Mining  Services   11  
    • How  CHORUS  Works:  Compliance   API  and  Dashboards  for  monitoring  and  tracking  publisher  contribuGons  to  the  CHORUS  system     Government  Agency   Reports   InsGtuGon  Reports   Publisher  Reports   Live  CHORUS  DOE  dashboard:   h]p://dashboard.chorusaccess.org/usdoe   12
    • Ramp  up   Feb  –     June   2013   AAP  Startup     Funding   July  2013   8 November 2013 Proof  of   Concept   Delivered     30  Aug   Pilot     Tech   Build   Delivered    30  Sept     Pilot     Phase   30  Sept  -­‐   31  Dec     2013   Pilot     Review   Begins   Jan  2014   ProducGon   Early   2014   IncorporaGon     Fundraising   of  CHOR  Inc.   1  Oct  2013   13  
    • •  Met  in  August  2013  to  discuss  iniGaGves  and   explore  areas  of  possible  collaboraGon   •  Agreed  to  work  jointly  on  persistent  idenGfiers   and  metrics     •  Agreed  to  follow  up  in  next  few  months   8 November 2013 14  
    • CHORUS  Live  Pilot  Services     h]p://dashboard.chorusaccess.org/usdoe   h]p://dashboard.chorusaccess.org/usda     h]p://dashboard.chorusaccess.org/nsf     h]p://search.chorusaccess.org/     7+  pilot  publishers   13,000+  pilot  records   80+  publisher  signatories   IdenGficaGon  Ÿ  Discovery  Ÿ  Access  Ÿ  PreservaGon    Ÿ  Compliance   8 November 2013 15
    • Discover  more  informa)on  at   www.chorusaccess.org   Contact:   Howard  Ratner   hratner@chorusaccess.org     IdenGficaGon  Ÿ  Discovery  Ÿ  Access  Ÿ  PreservaGon    Ÿ  Compliance     8 November 2013 16
    • Supporting Organizations (October 1, 2013) Publishers   ACM   AcousGcal  Society  of  America   American  AssociaGon  for  the  Advancement   of  Science   American  AssociaGon  of  Anatomists   American  AssociaGon  for  Cancer  Research   American  AssociaGon  of  Physicists  in   Medicine   American  AssociaGon  of  Physics  Teachers   American  Astronomical  Society   American  Chemical  Society   American  Crystallographic  AssociaGon,  Inc.   American  College  of  Chest  Physicians   American  College  of  Physicians   American  Dental  AssociaGon   American  Diabetes  AssociaGon   American  Geophysical  Union   American  InsGtute  of  AeronauGcs  and   AstronauGcs   American  InsGtute  of  Biological  Sciences   American  InsGtute  of  Physics   American  MathemaGcal  Society   American  Meteorological  Society   American  Medical  AssociaGon   American  Nuclear  Society     American  Physical  Society   American  Physiological  Society   American  Psychiatric  Publishing   American  Psychological  AssociaGon   American  Society  for  Microbiology   American  Society  of  Agricultural  &  Biological   Engineers   American  Society  of  Civil  Engineers   American  Society  of  Mechanical  Engineers   American  Society  of  Plant  Biologists   American  Speech-­‐Language-­‐Hearing   AssociaGon   AssociaGon  for  Research  in  Vision  and   Ophthalmology   AVS:  Science  &  Technology  of  Materials,   Interfaces  and  Processing   Biophysical  Society   BioscienGfica   Botanical  Society  of  America   BMJ   Cambridge  University  Press   Columbia  University  Press   Duke  University  Press   Ecological  Society  of  America   Elsevier   Emerald  Group  Publishing  Limited   The  Endocrine  Society   Entomological  Society  of  America   Fabricators  and  Manufacturers  AssociaGon,   InternaGonal   GeneGcs  Society  of  America   Human  Factors  and  Ergonomics  Society   IEEE   iMedPub.  Internet  Medical  Publishing   InsGtute  of  Physics  Publishing   Journal  of  Bone  and  Joint  Surgery   Journal  of  RehabilitaGon  Research  and   Development   Lynne  Rienner  Publishers,  Inc.   Materials  Research  Society   McGraw-­‐Hill   Mycological  Society  of  America     New  England  Journal  of  Medicine   The  OpGcal  Society   Oxford  University  Press   The  Physiological  Society   The  Royal  College  of  Psychiatrists   The  Royal  Society   Royal  Society  of  Chemistry   Society  for  the  Advancement  of  Materials  on   Process  Engineering   Society  for  the  Study  of  ReproducGon   Springer  Science+Business  Media  LLC   Taylor  &  Francis   Thieme  Publishers   University  of  Chicago  Press   John  Wiley  &  Sons   Wolters  Kluwer  Medical  Research     Service  Providers  and  Other  Organiza)ons   AssociaGon  of  Learned  and  Professional   Society  Publishers   CrossRef   DC  Principles  CoaliGon   InternaGonal  AssociaGon  of  ScienGfic,   Technical  and  Medical  Publishers  (STM)   Publishing  Technology   Silverchair  Science+CommunicaGons,  Inc.   17