A Solution for Public Access
PSP Annual Conference
Washington, DC, February 6, 2014
Howard Ratner, Executive Director, CHO...
A broad coalition of scholarly publishers formed to develop, implement and steward
a partnership with the federal research...
How Does CHORUS Help?
Identification
Alan
Agency

Discovery

Compliance

Preservation

Access
Peter
Public

Lottie
Librari...
Preserve Agency Funds
for Research!
Builds on existing infrastructure of
the scholarly community

6 February 2014

4
How CHORUS Works: Identification
…built into the author’s submission process

6 February 2014

5
How CHORUS Works: Preservation
…use of existing, multiparty preservation strategy

Government
maintained
or other
3rd-part...
How CHORUS
Works: Access
Funding Agency Embargo Period Expires
or Author/Funder Pays for Public Access

Accepted Author Ma...
How CHORUS Works: Discovery
…by any existing search engine

Text and Data-Mining
Services
6 February 2014

8
search.chorusaccess.org

powered by
powered by
powered by
API Integration with Agency Portals

6 February 2014
How CHORUS Works: Compliance
API and dashboards for
monitoring and tracking
publisher contributions
to CHORUS
Government
A...
http://dashboard.chorusaccess.org/nsf

# Deposits
identifying
NSF
funding

# Records
having
agreeable
licenses

Content te...
Ramp up
Feb –
June
2013

Proof of
Concept
Delivered
30 Aug

AAP Startup
Funding
Appointment of
Howard Ratner,
Director of
...
• CHORUS aspires to be inclusive and interoperate
with scholarly repositories and other systems
providing access to schola...
• Unclear whether there is one unified mechanism for data
and publications
• Value in linking data to the papers it suppor...
What Do Publishers Need To Do?
•
•
•
•

•
•
•
•

Become a signatory of CHORUS
Become a member of CrossRef
Sign up for Fund...
Live Pilot Services
http://dashboard.chorusaccess.org/
http://search.chorusaccess.org/
10+ pilot publishers
13,000+ pilot ...
Board Members
David Crotty, Oxford University Press

Howard Ratner, CHORUS

Scott Delman, ACM

Joe Serene, American Physic...
Supporting Organizations (January 2014)
Publishers
AAAS
Acoustical Society of America
ACSESS
American Association of Anato...
Sign up today!
Contact:
Howard Ratner
hratner@chorusaccess.org
Identification  Discovery  Access  Preservation  Compli...
EXTRAS

6 February 2014
Technical Working Group
Mark Doyle, American Physical Society (chair)
Geoffrey Bilder, CrossRef
Elizabeth Crellin, Oxford ...
US Office of Science and Technology
Policy (OSTP) + CHORUS
OSTP Requirement

CHORUS Services

•

Free public access to pee...
US Office of Science and Technology
Policy (OSTP)
“Increasing Access to the Results of Federally-Funded Scientific
Researc...
Personas / Stakeholders

6 February 2014

28
Alan the Agency Department Head
(e.g., DOE, NSF, USAID)
Wants to…
• meet OSTP guidelines/mandate
• measure grantee and age...
Rachel the Researcher / Principal
Investigator
Wants to …
• obtain funding for her research
• comply with funding agency r...
Lottie the Librarian
Wants to …
• have access to best available version (BAV*) of content for
her patrons or her own resea...
Peter the Public
Wants to …
• have access to best available version (BAV*) of content to
research a problem/drive economic...
Penny the Publisher
Wants to …
• help her authors and their institutions comply with funder
mandates
• retain traffic on j...
Building on a Tested Model for the Proposed Partnership
FundRef:
A methodology for identifying articles reporting on agenc...
How Can Agencies Participate?
• Participate in the CHORUS discussion and
development
• Sign the Agency-CHORUS Pilot Progra...
CHORUS Presentation at PSP Annual Conference February 6, 2014
CHORUS Presentation at PSP Annual Conference February 6, 2014
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CHORUS Presentation at PSP Annual Conference February 6, 2014

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Howard Ratner presents the Clearinghouse for the Open Research of the Unites States at the PSP Conference. Detailing its emphasis on Identification, Access, Preservation, Discovery, and Compliance of articles reporting on federally funded research

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  • Here is what the main search page for the new PILOT looks like…..type in a funding agency….and
  • Here’s what you see. Please note the elements included in the search result. For example, publication sources and DOIs are always included….
  • Here’s what you see. Please note the elements included in the search result. For example, publication sources and DOIs are always included….
  • Here’s a look at the dashboard set-up….
  • So, where are we now and where are we heading……Have a look at the timeline. Fundraising has already taken place to make the service sustainable in the near term, and there is a growing commitment from the publishing community for a long term commitment as the service gains support from more publishers over time.
  • SHARE and CHORUS met in July 2013 to discuss initiatives and explore areas of possible collaboration. I believe this meeting included Judy from ARL and Howard from CHORUS.Both agreed to work jointly on persistent identifiers (DOIs) and metrics (dashboard could potentially be used to expose metrics from SHARE). Metrics to be determined, but most important message here is the potential collaboration and spirit of working together to solve problems... And both agreed to follow up this month
  • SoWhat Do Publishers Need to Do?Become a signatory of CHORUSBecome a member of CrossRefSign up for FundRef as part of CrossRef membershipSubmit Agency Related data to FundRef for all new contentSend public access content reuse License and Embargo metadata to CrossRefDeposit full text URIs with CrossRef ProspectSign CHORUS Pilot AgreementSend relevant content to archiving service Sign CHORUS Pilot AgreementSend relevant content to a host archive service
  • Please check out our live pilot dashboards and search service. 11 pilot publishers – ACS, AIP, APS, Elsevier, Wiley and OUP + AAAS, ACM, Sage, RSC, T&F13,000 records.90+ publisher signatories
  • CHORUS Board of Directors.
  • List of signatories as of January2014. New members joining every week.
  • Thank you! If you’d like to become a signatory, please contact Howard Ratner.
  • CHORUS Technical Working Group!
  • Whenever you develop a product or service you should identify the key stakeholders and figure out what might drive them to use such a service or in other words WHAT they want. We have defined around 10 personas but today I will only mention the top 5. Keep in mind, personas are about what the stakeholders desire. It does not mean that every desire can or should be delivered. Alan wants to * meet OSTP guidelines+ measure grantee and agency compliance with guidelines/mandate ++ show how his agency’s investments are having impact (ROI) + provide access
  • Rachel the Researcherobtain funding for her researchcomply with funding agency requirementsknow the sources of funding in her area of researchhave access to best available version (BAV*) of content in her research area
  • Lottie the Librarianhave access to best available version (BAV*) of content for her patrons or her own researchtext and data mine articles reporting on funded researchknow that articles reporting on funded research will be readily available in perpetuityhelp researchers comply with funding agency requirementsbuild discovery tools for researchers
  • Peter the Publichave access to best available version (BAV*) of content to research a problem/drive economic developmentsee what the government is fundinglearn the impact of specific agency grantsunderstand the latest developments in sciencehave content connected to learning tools
  • And Penny wants to:help her authors and their institutions comply with funder mandatesretain traffic on journal websites to better demonstrate value to librarians
  • No real time to do a live demo of FundRef, but this is one of the underlying components of the CHORUS service and many in the audience will be familiar with FundRef and how it works….American Institute of Physics, American Psychological Association, in pilotNow in Fund RefAmerican Chemical Society (ACS)American Diabetes AssociationAmerican Institute of Physics (AIP)American Physical Society (APS)American Psychiatric PublishingAmerican Psychological Association (APA)American Society of Neuroradiology (ASNR)Association for Computing Machinery (ACM)etc
  • We are making it very simple for Agencies to participate in CHORUSWhat Do Agencies need to do?Participate in CHORUSSign CHORUS Digital Preservation AgreementUse CHORUS and FundRef systems (websites or APIs)There will be no fees for the CHORUS basic service to Agencies.
  • If you would like to learn more about the service…please go to the CHORUS information site. It looks like this.
  • CHORUS Presentation at PSP Annual Conference February 6, 2014

    1. 1. A Solution for Public Access PSP Annual Conference Washington, DC, February 6, 2014 Howard Ratner, Executive Director, CHORUS h.ratner@chorusaccess.org www.chorusaccess.org Identification  Discovery  Access  Preservation  Compliance 6 February 2014
    2. 2. 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 review 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 • Applying for US IRS 501(c)(3) tax-exempt status • 90+ signatories and growing • Exploring international partnerships • Already in pilot! 6 February 2014 2
    3. 3. How Does CHORUS Help? Identification Alan Agency Discovery Compliance Preservation Access Peter Public Lottie Librarian Penny Publisher 6 February 2014 Rachel Researcher
    4. 4. Preserve Agency Funds for Research! Builds on existing infrastructure of the scholarly community 6 February 2014 4
    5. 5. How CHORUS Works: Identification …built into the author’s submission process 6 February 2014 5
    6. 6. How CHORUS Works: Preservation …use of existing, multiparty preservation strategy Government maintained or other 3rd-party dark archive 6 February 2014 6
    7. 7. How CHORUS Works: Access Funding Agency Embargo Period Expires or Author/Funder Pays for Public Access Accepted Author Manuscript becomes publicly accessible 6 February 2014 Version of Record becomes publicly accessible
    8. 8. How CHORUS Works: Discovery …by any existing search engine Text and Data-Mining Services 6 February 2014 8
    9. 9. search.chorusaccess.org powered by
    10. 10. powered by
    11. 11. powered by
    12. 12. API Integration with Agency Portals 6 February 2014
    13. 13. How CHORUS Works: Compliance API and dashboards for monitoring and tracking publisher contributions to CHORUS Government Agency Reports Institution Reports Publisher Reports Live dashboard: dashboard.chorusaccess.org/nsf 6 February 2014 13
    14. 14. http://dashboard.chorusaccess.org/nsf # Deposits identifying NSF funding # Records having agreeable licenses Content tested for public accessibility # Deposits made to dark archives
    15. 15. Ramp up Feb – June 2013 Proof of Concept Delivered 30 Aug AAP Startup Funding Appointment of Howard Ratner, Director of Development (July) 6 February 2014 Pilot Tech Build Delivered 30 Sept Incorporation of CHOR, Inc. 1 Oct 2013 Pilot Phase 1 30 Sept 31 Dec 2013 Pilot Phase 2 Jan – July 2014 Fundraising Appointment of Howard Ratner, Executive Director (January) Production July 2014
    16. 16. • CHORUS aspires to be inclusive and interoperate with scholarly repositories and other systems providing access to scholarly articles • Met in July 2013 to discuss initiatives and explore areas of possible collaboration • Agreed to work jointly on persistent identifiers and metrics • Meeting again this month 6 February 2014
    17. 17. • 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 6 February 2014
    18. 18. 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 FundRef for all new content Send public access content reuse License and Embargo metadata to CrossRef Deposit full text URIs with CrossRef Sign CHORUS Pilot Agreement Send relevant content to archiving service 6 February 2014
    19. 19. Live Pilot Services http://dashboard.chorusaccess.org/ http://search.chorusaccess.org/ 10+ pilot publishers 13,000+ pilot records 90+ publisher signatories Identification  Discovery  Access  Preservation  Compliance 6 February 2014
    20. 20. Board Members David Crotty, Oxford University Press Howard Ratner, CHORUS Scott Delman, ACM Joe Serene, American Physical Society Fred Dylla, American Institute of Physics John Tagler, PSP/AAP Patrick Kelly, John Wiley & Sons Alicia Wise, Elsevier Thane Kerner, Silverchair Fran Zappulla, IEEE Susan King, American Chemical Society (Chair) Advisors Ed Pentz, CrossRef David Weinreich, AAP/STM 6 February 2014
    21. 21. Supporting Organizations (January 2014) Publishers AAAS Acoustical Society of America ACSESS American Association of Anatomists American Association for Cancer Research American Association of Physicists in Medicine American Association of Physics Teachers American Astronomical Society American Chemical Society American Crystallographic Association, Inc. American College of Chest Physicians American College of Physicians American Dental Association American Diabetes Association American Geophysical Union American Institute of Aeronautics and Astronautics American Institute of Biological Sciences American Institute of Physics American Mathematical Society American Meteorological Society American Medical Association American Nuclear Society American Physical Society American Physiological Society American Psychiatric Publishing American Psychological Association American Society of Agricultural & Biological Engineers American Society of Agronomy American Society of Civil Engineers American Society of Mechanical Engineers 6 February 2014 American Society for Microbiology American Society of Plant Biologists American Speech-Language-Hearing Association Asociacon Columbiana de Infectologia Association for Computing Machinery (ACM) Association for Research in Vision and Ophthalmology AVS: Science & Technology of Materials, Interfaces and Processing Biophysical Society Bioscientifica Botanical Society of America British Editorial Society of Bone & Joint Surgery BMJ Cambridge University Press Columbia University Press The Company of Biologists Crop Science Society of America Dove Press Duke University Press Ecological Society of America EDP Sciences Elsevier Emerald Group Publishing Limited The Endocrine Society Entomological Society of America European Respiratory Society Fabricators and Manufacturers Association, International Genetics Society of America GeoScienceWorld Human Factors and Ergonomics Society IEEE iMedPub. Internet Medical Publishing INFORMS Institute of Physics Publishing Institution of Engineering and Technology (IET) Journal of Bone and Joint Surgery Journal of Infection in Developing Countries Journal of Rehabilitation Research and Development Lynne Rienner Publishers, Inc. Materials Research Society McGraw-Hill Mycological Society of America New England Journal of Medicine The Optical Society Oxford University Press The Physiological Society Revista Medica de Risarlda The Royal College of Psychiatrists The Royal Society Royal Society of Chemistry Sage Publications Society for the Advancement of Materials on Process Engineering Society for the Study of Reproduction Soil Science Society of America Springer Science+Business Media LLC Taylor & Francis Thieme Publishers University of Chicago Press John Wiley & Sons Wolters Kluwer Medical Research Plus 7 more service providers & organizations
    22. 22. Sign up today! Contact: Howard Ratner hratner@chorusaccess.org Identification  Discovery  Access  Preservation  Compliance 6 February 2014
    23. 23. EXTRAS 6 February 2014
    24. 24. Technical Working Group Mark Doyle, American Physical Society (chair) Geoffrey Bilder, CrossRef Elizabeth Crellin, Oxford University Press Paul Dlug, American Physical Society Mark Donoghue, IEEE Gerry Grenier, IEEE Wayne Graves, ACM Walter Jones, AAAS Thane Kerner, Silverchair Robert Koepke, AAAS David Martinsen, American Chemical Society Chris McMahon, American Institute of Physics Paul Mostert, Elsevier Evan Owens, American Institute of Physics Howard Ratner, CHORUS John Shaw, Sage Chris Shillum, Elsevier Craig Van Dyck, John Wiley & Sons John Walker, John Wiley & Sons Karl Ward, CrossRef Advisors Mark Martin, Office of Scientific and Technical Information, US DOE 6 February 2014
    25. 25. US Office of Science and Technology Policy (OSTP) + CHORUS OSTP Requirement CHORUS Services • Free public access to peerreviewed research articles (guideline: 12 month embargo adapted to agency/discipline needs) • Publishers provide free public access to best available version (accepted author manuscript or Version of Record) post agency embargo or if paid by article processing charge • Optimize search, archival, and dissemination features to encourage innovation • CHORUS API enables content syndication and search services • Ensure interoperability and long-term stewardship • CHORUS enables archiving via CLOCKSS, Portico, and other government sponsored archives • Policies on public data also called for • CHORUS infrastructure can link to data repositories when available • Develop plans in consultation with stakeholders • CHORUS is ready to work with agencies 6 February 2014 26
    26. 26. US Office of Science and Technology Policy (OSTP) “Increasing Access to the Results of Federally-Funded Scientific Research” – 22 February 2013 • All federal agencies funding $100M or more annually in extramural research must develop public access policies • Free public access to peer-reviewed research articles (guideline: 12-month embargo, adapted to agency/discipline need) • • • • Need policies on both articles and data Optimize search, archival, and dissemination features to encourage innovation Ensure interoperability and long-term stewardship Develop plans in consultation with stakeholders 6 February 2014 27
    27. 27. Personas / Stakeholders 6 February 2014 28
    28. 28. 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 articles resulting from agency funding for their constituency • preserve the articles that report on his agency’s funded research • integrate information from publisher systems with their own internal systems (via APIs) • text and data mine articles reporting on funded research • ensure publisher compliance • avoid administrative burden to researchers • … * BAV = Best Available Version – accepted manuscript or version of record 6 February 2014 29
    29. 29. Rachel the Researcher / Principal Investigator 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 articles reporting on funded research • avoid extra administrative work • … *BAV = Best Available Version – accepted manuscript or version of record 6 February 2014 30
    30. 30. Lottie the Librarian Wants to … • have access to best available version (BAV*) of content for her patrons or her own research • text and data mine articles reporting on funded research • know that articles reporting 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 6 February 2014 31
    31. 31. 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 6 February 2014 32
    32. 32. Penny the Publisher Wants to … • help her authors and their institutions comply with funder mandates • retain traffic on journal websites to better demonstrate value to librarians • retain traffic on journal websites to drive advertising revenue • enable text and data mining of articles reporting on funded research • minimize administrative costs through automation • ensure that articles reporting on funded research in her journals will be readily available in perpetuity • avoid duplication of effort/additional costs by utilizing existing publishing infrastructure • … * BAV = Best Available Version – accepted manuscript or version of record 6 February 2014 33
    33. 33. Building on a Tested Model for the Proposed Partnership FundRef: A methodology for identifying articles reporting on agency funded research was launched in May 2013 by CrossRef after completion of a pilot involving DOE, NSF, NASA, Wellcome Trust and seven of the partner publishers This pilot project addressed article identification by funding agencies; it is now a live service as of May 2013 6 February 2014
    34. 34. How Can Agencies Participate? • Participate in the CHORUS discussion and development • Sign the Agency-CHORUS Pilot Program Letter of Agreement • Use CHORUS and FundRef systems (websites or APIs) 6 February 2014 35
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