IR@UF and Elsevier:

Broad Partnership to Open Up Accepted Manuscripts

Chelsea Dinsmore, University of Florida

Letitia Mukherjee, Elsevier

NFAIS Open Access Conference

October 2018

The Smathers Libraries are engaged in a project with Elsevier that demonstrates collaboration between academic libraries and publishers for interoperability between information systems to the benefit both organizations.

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Source: SciVal and Scopus

University of Florida Articles by Publisher 2016

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University of Florida Articles by Discipline 2014

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Gold OA publishing on the rise • 601 articles by 1,443 UF authors 2009 – 2016

Metadata is a challenge for everybody

Phase 1 - Discoveries

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Phase 2 – Completed*

• Access provided to accepted manuscripts through IR@UF

• Indexing based on metadata and full-text

* User Experience testing is ongoing

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UX Test – Preliminary Notes

Researchers find the “streaming PDF” page very busy

Researchers look for

Researchers were not able to find the print button

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• Provide an access option for users without a subscription

• Offer full text searching through the IR@UF, with links to the published article on ScienceDirect

• Usability testing

• Research on open access publishing by UF Authors

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WHY IR SERVICES: GROWTH OF THE NUMBER OF INSTITUTIONAL REPOSITORIES (IR’S)

• Since 1990s the number of IRs grew significantly

• Has a significant impact on scholarly communication

• Challenges for IRs: Getting awareness, complete and accurate metadata, ensuring copyright, licensing and funder requirements

• 43% of the Open source repositories use DSpace software.

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Source: http://v2.sherpa.ac.uk/opendoar

# of IRs continues to grow Global software platforms overview

3777 IRs 1-9-2018

43% on DSpace

Why IR services: Growth of the number of Institutional Repositories (IR’s)

ELSEVIER’S SERVICES FOR INSTITUTIONAL REPOSITORIES

Populate & add content

Work together

Populate Organize Report Preserve

1. Sharing & Hosting Policy

2. Resources : • Manual for

building an IR step by step (IR webpage)

• Webinars .

Scopus APIs and/orScienceDirect APIs

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1. PURE: Current Research Information Solution: Pure aggregates your organization's research information.2. Digital Commons: Complete Institutional Repository service to showcase all of your institutional output.

We work with CRIS and IRs because there are clear benefits for everyone when we work in partnership

DSpace plugins

Workflow:

Elsevier’s services for Institutional Repositories

FUELING INSTITUTIONAL REPOSITORIES: FREE API PROGRAM

Please Note: **Minimum part of the program.

Article Retrieval

API embeds the

final article in your

repository so

subscribers don’t

leave your site to

access the article

Keep users on your

IR

Search API can

extract the

metadata and

abstracts of your

affiliated authors to

help populate your

repository, enhance

discoverability and

create links or

embed final version

Entitlements API**

can ensure

subscribed users

see the final

version and visitors

can see the

accepted

manuscript hosted

on your repository

Get metadata &

abstracts

Show the final

version

Hosting

permissions API

can retrieve

embargo end

dates so you can

make manuscripts

automatically

available to the

public after

embargo

Make manuscripts

public

Did you know?

Scopus customers can also integrate Scopus APIs to retrieve metadata and

abstracts across all publishers

//dev.elsevier.com/tecdoc_sd_ir_integration.html

Fueling Institutional Repositories: Free ScienceDirect API Program

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REQUIREMENTS FOR PARTICIPATION AND REGISTRATION PROCESS

ScienceDirect prerequisites:• Your institution does not have to subscribe

to ScienceDirect or any other Elsevier service to participate in the standard SD IR program;

• There is no cost involved for the institution.

Scopus prerequisites: • Scopus APIs are complimentary for Scopus

subscribers• CRIS providers can integrate SD and Scopus

APIs for mutual customers, and develop their software in line with the use cases. Contact us for an agreement for CRIS-providers.

SD program registration process:1. Register your interest on our webpage:

https://www.elsevier.com/solutions/sciencedirect/support/institutional-repository

2. Register for an API key and accept the terms and conditions https://dev.elsevier.com/user/login

3. Develop software in line with the developers instructions that can be found on our developers portal http://dev.elsevier.com/tecdoc_sd_ir_integration.html or DSpace IRs can visit githubsite to download plugins.

DSpace plugins can be downloaded here: https://github.com/atmire/Elsevier

How: Free participation and registration process

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200 Pure Portal CRIS-systems: eg. Aalborg University research portal:

http://vbn.aau.dk/en/

DSpace integrations:

• QSpace: Qatar University’s Dspace repository: includes embedded Publisher versions of the articles

https://qspace.qu.edu.qa/handle/10576/10449

• Openrepository.com:

• Helmholtz Centre for Infection Research (HZI):

https://hzi.openrepository.com/handle/10033/621376

• Institutional Repository of the Peruvian University of Applied Sciences:

https://repositorioacademico.upc.edu.pe/handle/10757/345729

• Repositorio Institucional del Tecnológico de Monterrey:

https://repositorio.itesm.mx/handle/11285/628074

• Teagasc: Agriculture and Food Development Authority, Ireland

https://t-stor.teagasc.ie/handle/10197/2276

• Vlerick Business school: https://repository.vlerick.com/.

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CRIS & IR program: Implementation examples

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NEW PURE PORTAL INTEGRATION: USERS FROM SUBSCRIBING INSTITUTIONS

ARE GUIDED TO THE LATEST AVAILABLE VERSION – “YOU HAVE ACCESS TO

VIEW THIS DOCUMENT”

Visitors from subscribing institutions are guided to the full text PDF of the article: “You have access to view this document”

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NEW PURE PORTAL INTEGRATION: SCIENCEDIRECT EMBARGO AND LICENSE

INFORMATION

Embargo end date information is added for all articles published in Elsevier journals. Embargoes are on article level and based on Elsevier’s hosting policy.

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Case study Qspace: A DSpace Institutional RepositoryScopus and ScienceDirect API services provide metadata and abstracts. Additional links are provided to guide visitors to the latest available version for Elsevier articles.

Visit this example at Qspace: http://qspace.qu.edu.qa/handle/10576/4639

A. Publisher version response types:1. Open Access (all users)2. Full text PDF (subscribers)3. First page preview (pre-embargo

for non-subscribers)

B. Link to a locally hosted manuscript

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QSPACE: EMBEDS OPEN ACCESS AND FULL TEXT PDFS FOR

SUBSCRIBERS

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SD API:

TBD

Qspace embeds full text PDF articles in the IR instead of linking users out to ScienceDirect. The users do not leave the IR pages.

Embedded full text PDF article is downloadable for visitors from subscribing institutions

Visit this example at Qspace: http://qspace.qu.edu.qa/handle/10576/463915

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NEXT STEP FOR ACCEPTED MANUSCRIPTS: NEW ONSCREEN READER

Benefits:1. Easy Download &

printing of PDF icons2. Users can use ctrl-F to

search in the PDF3. Zoom, Toggle fit to

screen width & Rotate functionalities.

4. Meets accessibility standards (WCAG)

5. Feedback-button6. Automatic on-the-fly

rendering of AM PDFs7. Analytics on usage

and downloads.

Chorus example-link: click here

Please feel free to contact us:

Chelsea Dinsmore Letitia Mukherjee

University of Florida Elsevier

chelseaz@ufl.edu l.mukherjee@elsevier.com

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Contact details