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FundRef Presentation at the May 2013 STM Spring Meeting in Washington DC
S T M S P R I N G M E E T I N GM A Y 1 , 2 0 1 3 - W A S H I N G T O N D CFundRef: A Funder-PublisherCollaborationSharon JordanProject Consultant
MY [UNIQUE] PERSPECTIVE OF THE VALUEOF FUNDREFCareer-Long Commitment to Ensuring Access to AgencyR&D Results• Federal career with U.S. Department of Energy Office of Scientificand Technical Information: a government “publisher”• Scholarly articles were an elusive “gap” in coverage• DOE/OSTI has supported FundRef and believes it is a hugeaccomplishmentBeliever of Collaboration• Intra-agency, Interagency, and Agency-Publisher• As consultant to CrossRef, supported FundRef pilot project• Also consultant to DOE/OSTI via agreement with InformationInternational Associates• Committed to see FundRef become reality
THE CHALLENGE3Publishing industry lackedstandard practices for collecting anddisplaying funder attribution ofresearch reported in publishedworks.Funders lacked a way to find andaccount for research reported inscholarly articles, a key measure ofoutput of their funded research.This situation made it difficult for allstakeholders (funders, researchers,research institutions, publishers,and the public) to track or analyzepublished results.A common solution, developedthrough a unique collaboration, isnow emerging – called FundRef.
PUBLISHER-FUNDER COLLABORATIONPublishers FundersBroad view of research producingpublications and sponsoringorganizations worldwideKnowledge of agency-fundedresearch, government programs andpolicies, and guidance granteesreceiveWell-defined publishing systemsand peer-review processWell-defined award systems andresearch management processRelationship with authors ofmanuscripts submitted forpublicationRelationship with researchersfunded by agency
THE FUNDREF PILOT: IN BRIEFMarch 2012March 2013The pilot project report outlined findingsand provided recommendations for goingforward. It was presented to the CrossRefBoard of Directors in March.FundRef wasapproved as a serviceto be provided byCrossRef.• Scholarly publishers and funders worked together to develop ameans for capturing funder name and award number inmetadata for published scholarly research.• Approx 40 staff from 7 publishers and 4 funding agencies, as wellas CrossRef as facilitator, contributed to the project.• The proof of concept was deemed successful.Finishhttp://www.crossref.org/fundref/FundRef_Pilot_Project_Report.pdf
KEY ACCOMPLISHMENTS OF THE PILOT7An industry-wide methodology for connecting scholarlypublications to research funders was designed anddemonstrated by the proof-of-concept pilot.Publishers added funder name and grant number metadataand deposited test records to CrossRef.A funder taxonomy (SciVal, contributed by Elsevier) was used totest the capture and display of funding sources. Requirementsfor a future, ongoing Funder Registry were defined.In November, the CrossRef Board agreed for CrossRef to run theFunder Registry. A funder search was provided to makeFundRef data accessible.
CROSSREF FUNDER SEARCH RESULTS(SAMPLE SCREEN SHOT – UNDER DEVELOPMENT)(http://doi.Crossref.org/fundrefSearch)FundRef data
CROSSREF FUNDER SEARCH RESULTS(SAMPLE SCREEN SHOT – UNDER DEVELOPMENT)FundRef data
RECOMMENDATIONS FOR FUNDREF:PATH FORWARD• Institute FundRef as a cross-industry initiative• CrossRef: Coordinate and manage FundRef; maintain FunderRegistry; include FundRef data in various apps; formally charterthe advisory group• Begin implementation• Publishers: modify systems to collect and display funder informationmetadata; deposit as part of regular deposits to CrossRef• Funders: educate grantrecipients about FundRef;explore ways to useFundRef data and DOIs• Authors: Supply completeand accurate fundername(s) and awardnumber(s)
INTENDED BENEFITSFOR VARIOUS CONSTITUENTSAuthorsChoose from a standard set of funder names at articlesubmission.ResearchersView funding information in a standard way acrosspublishers to help them evaluate scholarly content.ResearchInstitutionsTrack articles reporting work of their researchers aswell as the funders supporting them.Publishers Track the funders driving the content in their journals.FundersBetter demonstrate the scholarly output resulting fromtheir expenditures because articles will be easier toidentify and point to.PublicBetter understanding of research funding and scholarlyresults.
WHAT’S NEXT?CrossRef is preparing FundRef as aproduction serviceFundRef Funder Registry(taxonomy of funder names)Deposit schema includesFundRef metadataTerms & Conditions forpublishers to participate inFundRefMore information coming soon;official launch planned late MayPublishers encouraged to planimplementationPublishers to coordinate withmanuscript system companiesFunders to assess means of usingthe FundRef data
WANT TO KNOW MORE ABOUT FUNDREF? Handout available The FundRef Factsheet with Workflow Sign up for Webinar: May 9 See FundRef page at:www.crossref.org/fundref Talk to a CrossRef representative here today14