October 1 NISO Training Thursday: Using Alerting Systems to Ensure OA Policy Compliance
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Howard Ratner, Executive Director, CHORUS
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October 1 NISO Training Thursday: Using Alerting Systems to Ensure OA Policy Compliance
- 1. NISO Training Thursday: Using Alerting Systems to Ensure OA Policy Compliance Wednesday, October 1, 2015 Presenters: Howard Ratner, Executive Director, CHORUS f Judy Ruttenberg, Association of Research Libraries Erin Braswell, Center for Open Science Fabian von Feilitzsch, Center for Open Science http://www.niso.org/news/events/2015/training_Thursdays/TT_alerting/
- 2. Using Alerting Systems to Ensure Public Access Compliance 1 October 2015 Howard Ratner, Executive Director, CHORUS hratner@chorusaccess.org www.chorusaccess.org | @chorusaccess Access Discovery Compliance Identification Preservation
- 3. Advancing Public Access to Research | www.chorusaccess.org courtesy of Oxford University PressOpen Access Funder Mandates
- 4. 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
- 5. Advancing Public Access to Research | www.chorusaccess.org PLUS OVER 117 SIGNATORIES
- 6. Advancing Public Access to Research | www.chorusaccess.org US Office of Science and Technology Policy (OSTP) + CHORUS OSTP Requirement • Free public access to peer- reviewed research articles (guideline: 12 month embargo adapted to agency/discipline needs) • Optimize search, archival, and dissemination features to encourage innovation • Ensure interoperability and long-term stewardship • Plans on public data also called for • Develop plans in consultation with stakeholders CHORUS Services • Publishers provide free public access to best available version (accepted author manuscript or Version of Record) post embargo or sooner if paid by article processing charge • Open APIs enabling content syndication, search and other innovations • Perpetual public access through CLOCKSS, Portico, and other government sponsored archives • Can link to data repositories when available • Up and running: already working with agencies
- 7. Advancing Public Access to Research | www.chorusaccess.org US Agencies & CHORUS Smithsonian Announced Partnership with CHORUS on 18 August 2015 Signed Agreement on 24 June 2015 NIST Signed Pilot Agreement on 9 July 2015 US Department of Energy Announced Partnership with CHORUS on 4 August 2014 Signed Agreement on 15 April 2015 Active discussions with 5-10 other US federal agencies
- 8. 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 funders Contains costs for publishers
- 9. Advancing Public Access to Research | www.chorusaccess.org Agency Librarian Public Publisher Researcher Compliance Identification Discovery AccessPreservation How Does CHORUS Help? Office of Research
- 10. 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
- 11. 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
- 12. 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 of Research ensure public access to articles in perpetuity
- 13. Advancing Public Access to Research | www.chorusaccess.org Access Identification Discovery Compliance Preservation Persistent Identifiers, Trusted Archives CHORUS Services, Open APIs Manuscript Tracking Systems, Publishing Platforms Cost-effective Public Access Infrastructure Builds on existing scholarly infrastructure . . .
- 14. Advancing Public Access to Research | www.chorusaccess.org How CHORUS Works: Identification …built into the author’s submission process Publisher Host . . . Publisher MTS . . .
- 15. 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
- 16. Advancing Public Access to Research | www.chorusaccess.org Text and Data-Mining Services How CHORUS Works: Discovery …by any existing search engine
- 18. Advancing Public Access to Research | www.chorusaccess.org
- 19. Advancing Public Access to Research | www.chorusaccess.org powered by
- 20. Advancing Public Access to Research | www.chorusaccess.org API Integration with Agency Portals
- 21. 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
- 22. Advancing Public Access to Research | www.chorusaccess.org Accepted Author Manuscript becomes publicly accessible Version of Record becomes publicly accessible Embargo Period Expires or Author/Funder Pays for Public Access How CHORUS Works: Access
- 23. Advancing Public Access to Research | www.chorusaccess.org What Do Publishers Need To Do? Compliance Researchers can easily comply with their agencies Identification Tag content with CrossRef’s FundRef agency identifiers and your embargo metadata Discovery Researchers can search and find your content Access Provide public access to articles on your site posted with your reuse license terms Preservation Send content to archiving service 1 2 3 JOIN CHORUS
- 24. Advancing Public Access to Research | www.chorusaccess.org Total CHORUS Articles Monitored as of 9/25/15 164,059 23,366 DOIs / Articles Description 164,059 reported in CHORUS Dashboard 31,594 verified publicly accessible today
- 25. Advancing Public Access to Research | www.chorusaccess.org 0 10000 20000 30000 40000 50000 60000 70000 NSF USDHHS USDOD USDOE NASA USDA USDOI NIST BMGF USAID Smithsonian DHS DOT ED EPA NOAA VA Monitored Articles by US Agency as of 9/16/15
- 26. Advancing Public Access to Research | www.chorusaccess.org http://dashboard.chorusaccess.org/nsf # Deposits made to dark archives Content tested for public accessibility # Records having reuse terms posted # Deposits identifying funding
- 27. Advancing Public Access to Research | www.chorusaccess.org
- 28. Advancing Public Access to Research | www.chorusaccess.org
- 29. Advancing Public Access to Research | www.chorusaccess.org
- 30. Advancing Public Access to Research | www.chorusaccess.org Agency Dashboard Email Alerts Customizable Frequency: Daily Weekly Monthly 12829 2243USDOD August 25, 2015 5:01 AM Mark Martin
- 31. Advancing Public Access to Research | www.chorusaccess.org Funder Dashboard Open API To retrieve NIST (100000161) information: https://api.chorusaccess.org/agencies/100000161/histories/2015/2/23 Available for testing since August 2015 More testers needed!
- 32. Advancing Public Access to Research | www.chorusaccess.org Agency Info Publication Metadata CHORUS Public Access Metadata
- 33. Advancing Public Access to Research | www.chorusaccess.org # Deposits made to dark archives Content tested for public accessibility # Records having reuse terms posted # Deposits identifying funding
- 34. Advancing Public Access to Research | www.chorusaccess.org
- 35. 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
- 36. 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
- 37. Advancing Public Access to Research | www.chorusaccess.org Helps faculty maintain compliance with funder requirements now • Utilizes existing author workflow o Minimizes researchers’ compliance efforts o Streamlines technology o Scalable solution • Lowers overhead o Free to academic institutions, libraries, agencies and the public o Provides transparency through dashboard monitoring and reporting CHORUS + Academia Office of Research & Librarian Researcher
- 38. 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
- 39. Discover more information www.chorusaccess.org Contact: Howard Ratner hratner@chorusaccess.org Follow us on Twitter: @chorusaccess Access Discovery Compliance Identification Preservation
- 40. NISO Webinar • October , 2015 Questions? All questions will be posted with presenter answers on the NISO website following the webinar: http://www.niso.org/news/events/2015/training_Thursdays/TT_alerting/ October 1 NISO Training Thursday Using Alerting Systems to Ensure OA Policy Compliance
- 41. Thank you for joining us today. Please take a moment to fill out the brief online survey. We look forward to hearing from you! THANK YOU
Notas do Editor
- As David said the OSTP memo issued in February of last year. Since October 2013 CHORUS publishers have been providing public access to the best available version – either accepted author manuscript or Version of Record – from their website post embargo or sooner if paid by article processing charge CHORUS uses open APIs enabling content syndication and search services CHORUS enables archiving via CLOCKSS, Portico, and other government sponsored archives CHORUS infrastructure can link to data repositories when available CHORUS is ready to work with agencies
- Over the last year, the CHORUS board and I have had countless meeting with government agencies teaching them about CHORUS and what publishers have to offer them regarding delivering Public Access. On August 4 2014 the US DOE 4 announced their intention to partner with us We are confident that others will also make similar announcements in the coming months.
- But Why CHORUS? CHORUS addresses the priorities of all stakeholders alike. It is sustainable and cost-effective, containing publisher spending, cutting funder overhead, and Free to funders, academic institutions and libraries, and the public. Widespread access to research is a good thing—it’s at the very core of our mission as publishers. But as we all know, coming up with a sustainable and scalable approach to delivering free public access to scholarly content reporting on funded research in the United States is easier said than done. The challenge is to develop something that works for all everyone, ensuring the reliable reporting, review, dissemination and long-term availability of research literature.
- 34,164 unique DOIs
- So What Do Publishers Need to Do? Tag content with CrossRef’s FundRef agency identifiers and your embargo metadata Provide public access to articles on your site with your reuse license terms Preserve your content with an archiving service Join CHORUS and our services will enable researchers to discover and utilize your publicly accessible content and our compliance tools will show how researchers are in compliance with agency mandates
- Here’s a look at the dashboard set-up….
- Here’s a look at the dashboard set-up….
- SHARE and CHORUS met in July 2013 to discuss initiatives and explore areas of possible collaboration. 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 in next few months
- … RDA-WDS Data-Pub Services Working Group
- CHORUS is built with proven, open technology you are all familiar with and it advances public access while keeping the content in context on the publishers sites.