Complementing Public Access - Wiley Publishing …2016/10/27 · Complementing Public Access Wiley Executive Seminar July 2017 Howard Ratner, Executive Director, CHORUS Mark Robertson,

Complementing Public AccessWiley Executive Seminar

July 2017Howard Ratner, Executive Director, CHORUS

Mark Robertson, President Wiley Japan; Vice President and Publishing Director, Research;Asia‐Pacific Executive Director Wiley Australia

Access Discovery Compliance Identification Preservation

Conflict of Interest (COI) of the Presenters：No potential COI to disclose

AdvancingPublicAccesstoResearch| www.chorusaccess.org

CHORUSiscreatingafuturewheretheoutputoffundedresearchiseasilyandpermanentlydiscoverable,accessible

andverifiablebyanyoneintheworld.

• 501(c)(3)not‐for‐profitmembershiporganization

• Maximizesinteroperabilitybyemployingwidelyusedstandardsandinfrastructure

• Policyagnostic– worksacrossaspectrumoffunderpolicies,goldandgreenOAbusinessmodels,publishingplatforms

• Broadensthedialogueamongpublishers,societies,funders,serviceproviders,researchers,andotherstakeholders


Cost‐effective Public Access SolutionBuilds on Existing Infrastructure


US Agencies & CHORUSUSDepartmentofAgricultureSignedLetterofAgreementon27October2016

DepartmentofDefenseAnnouncedPartnershipon3February2016SignedAgreementon18December2015

NationalScienceFoundationAnnouncedPartnershipon30November2015SignedAgreementon1October2015

USGeologicalSurveyAnnouncedPartnershipon16November2015SignedAgreementon23October2015

SmithsonianAnnouncedPartnershipon18August2015SignedAgreementon24June2015

NISTSignedPilotAgreementon9July2015

USDepartmentofEnergyAnnouncedPartnershipon4August2014SignedAgreementon15April2015

Activediscussionswith5‐10otherUSfederalagencies


… I’d like to combine the usage statistics from PubMed Central with CHORUS’s usage statistics to get a good idea of what our total usage is, so our library staff knows where to put their subscription money.

What Funding Agencies are Saying…

Jeffrey Salmon DOE

Katherine SharplessNIST

Reported by Lisa PeetLibrary Journal, 1/21/16

Keith Kirk USGS

Jim KuroseNSF

Given the extremely limited budget science agencies have because of the flat funding…for over a decade, we needed to have a cost‐effective solution…for all these agencies it’s a grand experiment.

When you’re a federal agency and there’s a data call… it’s a huge resource drain. With CHORUS, because they’re collecting this data continuously and in a consistent way, all that’s automated for us, and that’s a big plus.

…we [NSF] are very much looking forward to working with CHORUS to help further our public access goals.

…DOE has been providingpublic access to research since 1947. This has meant keeping up with and implementing radically changing technology across decades…Formalizing our collaboration can only propel our acquisition process leading to more compre‐hensive coverage of the landscape of articles.



Total CHORUS Articles Monitored

as of 7/12/17

366,580

23,366

DOIs / Articles Description

366,580 reported in CHORUS Dashboard

79,976 verified publicly accessible today


Why CHORUS?Sustainable,scalablepathtopublicaccess

Addressestheprioritiesofresearchers,funders,

publishers,andacademicinstitutions&

librariesalike

Lowersoverheadforfundersandacademicinstitutions

ContainscostsforpublishersFreetothepublic


Agency

Librarian Public

Publisher

ResearcherCompliance

Identification Discovery

AccessPreservation

How Does CHORUS Help?

Office ofResearch

How CHORUS Works

Other readers will seethe full text of the acceptedmanuscript or final version of the article after an embargo

expires (may be zero)

Data is fed through to CHORUS dashboards where funders,

institutions and publishers can monitor and track real time

compliance


Accepted Author Manuscript becomes publicly accessible

Version of Recordbecomes publicly accessible

Embargo Period Expiresor Author/Funder Pays for Public Access

How CHORUS Works: Access


Government maintained

or other 3rd-party

dark archive

Identification Discovery

Compliance

Preservation


# depositsidentifying funding

Content testedfor public accessibility

# records having reuse terms posted

http://dashboard.chorusaccess.org/nsf

# depositsmade to dark archives





CHORUS Pilots

Launched Sept 2016Launched July 2016

University ofDenver

Launching March 2017


September 2016 – April 2017Identification

• Identifyandcollectmetadataforarticleswrittenbyinstitutionstaff,facultyandstudentsandpublishedbyCHORUSpilotmemberpublishersinOctober2015‐ January2017FilterandsortbyUSagencyfunding

Compliance • Developinstitutionaldashboards,alertingandreporting• Collaboratetocreatemechanismstotrackandreportoncompliance

Engagement• Generateinterestandinvolvementofotherstakeholdersintheproject

Recommendwaystominimizeduplicationofeffortandburdensonresearchers• Explorerelatedmetadata,identifierandcomplianceinitiativesandmapfutureinteractions

Discovery (Optional Extensions)• Indexing: Harvestmetadataandfulltextfrompublishersfordeliverytoparticipating

institutions• Linking:LinkfromportalsearchresultsviaCrossrefDOIstorelevantcontentonpublisher

platforms• Display:ConsideruseofanAPItoallowdisplayoffulltextwithinthelocalsearchresults

usingcontentstreamedfrompublisherplatforms

Institution Pilot Aims

18


JST Pilot AimsJuly 2016 – May 2017

• DiscusspublicaccesscomplianceneedsofJST• ImproveJSTfunderagencyinformationandmayimproveother

JapanesefunderagencyinformationinCrossrefOpenFunderRegistry

• ImprovemetadataatJapaninstitutionalrepositories(e.g.,ChibaUniversity)forarticlestaggedasreportingonJST‐fundedresearchandauthoredbyuniversityandresearchinstitutestaff,facultyandstudents

• InstitutionalrepositorylinkingtoarticlesonpublisherssitesviaDOI• CreatingandimprovingvalueofpilotJSTDashboard• CreatingandimprovingpilotJSTsearchportal(e.g.,ORCIDIDs,

linkingtodatasets,grantinformation,etc.)andsharingwithpublicwhenready


reseacherreseacherreseacherreseacherresearcher

fund

publisher

Register DOIspublisher

publisher

publisher

publisher

metadata+ funder info

Submit papers+ funder info

Open Funder Registry

Register DOIs

Open to public

(API)

Downloads metadata of articles written by the Chiba University researchers, funded by JST and published by participating CHOR pilot publishers.CHIBA links to identified articles on publisher site via DOI.Under separate agreement (outside of pilot), Wiley will and other CHOR Pilot publishers may give public access to the identified articles on their sites.

metadata + funder info

Views accessibility and statistics and gets metadata of articles funded by JST and CHOR publisher members on the CHOR JST dashboard

June 1, 2016 JST / updated September 7, 2016 CHOR

20

Funder

Participating CHOR pilot publisher members may make articles reporting on JST fundedresearch publicly accessible on publisher

site after embargo

no route

publisher

Workflow


# depositsidentifying funding

Content testedfor public accessibility

# records having reuse terms posted

# depositsmade to dark archives





What Do Publishers Need To Do?

ComplianceResearcherscaneasily

complywiththeiragencies

IdentificationTagcontentwith

Crossef’s openfunderidentifiersandyourembargometadata

DiscoveryResearcherscansearchandfind

yourcontent

AccessProvidepublicaccesstoarticlesonyoursite

postedwithyourreuselicenseterms

PreservationSendcontenttoarchivingservice

1 2 3

JOIN CHORUS


Proven Technology

Open API

Optimized Search

Preservation Archiving

Free Public Access Distributed

Access

Dashboard Metrics

Text & Data Mining

Cost‐Effective

Discover more information www.chorusaccess.org

Contact: Howard [email protected]

Follow us on Twitter: @chorusaccess

Access Discovery Compliance Identification Preservation

資料の無断転載はご遠慮下さい。

(No reproduction or republication without written permission)

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学会英文誌出版部

Tel 03-3830-1233Email [email protected]

Complementing Public Access - Wiley Publishing …2016/10/27 · Complementing Public Access Wiley Executive Seminar July 2017 Howard Ratner, Executive Director, CHORUS Mark Robertson,

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