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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
Advancing Public Access to Research | www.chorusaccess.org
courtesy of Oxford University PressOpen Access Funder Mandates
Advancing Public Access to Research | www.chorusaccess.org
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
Advancing Public Access to Research | www.chorusaccess.org
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
Advancing Public Access to Research | www.chorusaccess.org
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
Advancing Public Access to Research | www.chorusaccess.org
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
Advancing Public Access to Research | www.chorusaccess.org
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)
Advancing Public Access to Research | www.chorusaccess.org
US Agencies & CHORUS
US Department of Energy Announced Partnership with CHORUS on 4 August
2014
Active discussions with 5-10 federal agencies
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 fundersContains costs for publishers
Advancing Public Access to Research | www.chorusaccess.org
AlanAgency
LottieLibrarian
PeterPublic
PennyPublisher
RachelResearcherCompliance
Identification Discovery
AccessPreservation
How Does CHORUS Help?
Advancing Public Access to Research | www.chorusaccess.org
Cost Effective Public Access Infrastructure
Builds on existing infrastructure of the scholarly community
13
Advancing Public Access to Research | www.chorusaccess.org
Accepted Author Manuscript becomes publicly accessible
Version of Recordbecomes publicly accessible
Embargo Period Expiresor Author/Funder Pays for Public Access
How CHORUS Works: Access
Advancing Public Access to Research | www.chorusaccess.org
How CHORUS Works: Identification…built into the author’s submission process
Publisher MTS
. . .
Advancing Public Access to Research | www.chorusaccess.org
How CHORUS Works: Identification…built into the author’s submission process
powered by
Advancing Public Access to Research | www.chorusaccess.org
How CHORUS Works: Identification…built into the author’s submission process
Publisher Host
. . .
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
Advancing Public Access to Research | www.chorusaccess.org
Text and Data-Mining Services
How CHORUS Works: Discovery…by any existing search engine
19
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
Advancing Public Access to Research | www.chorusaccess.org
http://dashboard.chorusaccess.org/nsf
# Deposits made to dark archives
Content testedfor public accessibility
# Records having agreeable licenses
# Depositsidentifying
NSF funding
Advancing Public Access to Research | www.chorusaccess.org
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
Advancing Public Access to Research | www.chorusaccess.org
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
Advancing Public Access to Research | www.chorusaccess.org
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
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 notification system
• Exploring more areas of collaboration• Active member of SHARE workflow working
group
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
Data
Advancing Public Access to Research | www.chorusaccess.org
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
Advancing Public Access to Research | www.chorusaccess.org
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