advancing public access to research | agenda 2:00-2:10welcome - howard ratner, chorus 2:10-2:30...

Advancing Public Access to Research | www.chorusaccess.org

Agenda2:00-2:10 Welcome - Howard Ratner, CHORUS2:10-2:30 CHORUS Overview - Howard Ratner, CHORUS

Publisher Implementations2:30-2:45 Mark Doyle, APS2:45-3:00 Colin McAteer, ASME3:00-3:15 Dan O’Brien, ACS3:15-3:30 Chris Shillum, Elsevier

3:30-4:00 Q&A / Wrap up - Mark Doyle, APS

5:00-7:00 Holiday Drinks @ W Hotel

Implementation Workshop18 December 2014

Howard Ratner, Executive DirectorCHOR Inc.

Identification Discovery Access Preservation Compliance


courtesy of Oxford University PressOpen Access Funder Mandates


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 plans for 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 plans

Issued February 2013Agency plans under

development with OSTPDOE issued plan

24 July 2014


PLUS OVER 130 SIGNATORIES

Members


Supporting Organizations (December 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 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 SocietyIEEE

iMedPub. Internet Medical PublishingINFORMSInstitute 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 SocietyRevista 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 ReproductionSoil Science Society of AmericaSpringer Science+Business Media LLCTaylor & FrancisThieme PublishersUniversity of Chicago PressJohn Wiley & SonsWolters Kluwer Medical Research Plus 10 more service providers & organizations


Board MembersDavid Crotty, Oxford University Press

Scott Delman, ACM

Fred Dylla, American Institute of Physics

Thane Kerner, Silverchair

Susan King, American Chemical Society (Chair)

Howard Ratner, CHORUS

Joe Serene, American Physical Society

John Tagler, PSP/AAP

Andrew Tien, Wiley

Alicia Wise, Elsevier

Fran Zappulla, IEEE

AdvisorsEd Pentz, CrossRef

David Weinreich, AAP/STM


Technical Working GroupMark Doyle, APS (chair)Geoffrey Bilder, CrossRefPaul Dlug, American Physical SocietyMark Donoghue, IEEEWayne Graves, ACMGerry Grenier, IEEEWalter Jones, AAASThane Kerner, Silverchair Robert Koepke, AAAS

Kevin Lawson, Dartmouth Journal Services

David Leeming, RSCWendy Marriott, AIPPDavid Martinsen, ACSColin McAteer, ASMEPaul Mostert, ElsevierDan O’Brien, ACSJames Phillpots, OUP

AdvisorsEvan Owens, Cenveo

Mark Martin, Lance Vowell, Office of Scientific and Technical Information, US DOEKirsty Meddings, CrossRef

Howard Ratner, CHORUSJohn Shaw, SageKathleen Sheedy, APAChris Shillum, ElsevierTodd Vaccaro, AptaraCraig Van Dyck, WileyJohn Walker, WileyWill Willcox, WileyKarl Ward, CrossRef


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 & CHORUS

US Department of Energy Announced Partnership with CHORUS on 4 August

2014

Active discussions with 5-10 federal agencies


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


AlanAgency

LottieLibrarian

PeterPublic

PennyPublisher

RachelResearcherCompliance

Identification Discovery

AccessPreservation

How Does CHORUS Help?


Cost Effective Public Access Infrastructure

Builds on existing infrastructure of the scholarly community

13


Accepted Author Manuscript becomes publicly accessible

Version of Recordbecomes publicly accessible

Embargo Period Expiresor Author/Funder Pays for Public Access

How CHORUS Works: Access


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

Publisher MTS

. . .



powered by



Publisher Host

. . .


Government maintained

or other 3rd-party dark

archive

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


Text and Data-Mining Services

How CHORUS Works: Discovery…by any existing search engine

19

powered by

search.chorusaccess.org

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


API Integration with Agency Portals


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


Total Articles Monitored

6/1/10 7/1/10 8/1/10 9/1/10 10/1/10 11/1/10 12/1/100

10000

20000

30000

40000

50000

60000

25,366

as of 12/11/14

55,882


6/1/10 7/1/10 8/1/10 9/1/10 10/1/10 11/1/10 12/1/100

5000

10000

15000

20000

25000

NSFUSDHHSUSDODUSDOENASAUSDAUSDOINISTUSAIDSmithsonian

as of 12/11/14

Monitored Articles by US Agency


DOIs / Articles Description

165,504 unique CrossRef DOIs with FundRef IDs

55,882 covered by CHORUS Dashboard

18,101 offer public access

18,560 offer no public access

19,221 yet to be auditedAs of 11 December 2014

CHORUS Dataset Statistics


• 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


• 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


What Do Publishers Need To Do?

ComplianceResearchers can easily

comply with their agencies

IdentificationTag content with

CrossRef’s FundRef agency identifiers and

your embargo metadata

DiscoveryResearchers can search and find

your content

AccessProvide public access to

articles on your site posted with your reuse

license terms

PreservationSend content to archiving

service

1 2 3

JOIN CHORUS


Membership ModelPublisher Members

<$5M Total Publishing Revenue: $1,000≤$20m Total Publishing Revenue: $3,000≤$50m Total Publishing Revenue: $5,000≤$100m Total Publishing Revenue: $15,000≤$200m Total Publishing Revenue: $25,000≤$500m Total Publishing Revenue: $35,000>$500m Total Publishing Revenue: $50,000

Affiliate Members

<$1m Gross Revenue: $5,000≤$10m Gross Revenue: $15,000>$10m Gross Revenue: $25,000

Agency/Funder Partners

No costEndorse and use services Advisory status only

Academic Supporters

No costAdvisory status only

Discover more information www.chorusaccess.org

Contact: Howard [email protected]

Follow us on Twitter: @chorusaccess

Identification Discovery Access Preservation Compliance

advancing public access to research | agenda 2:00-2:10welcome - howard ratner, chorus 2:10-2:30...

Documents

public access plans

extramural research

w hotel slide

need plans

welcome howard ratner

agency plans

mark doyle

infectologia assoc