Date post: | 19-Feb-2017 |
Category: |
Education |
Upload: | national-information-standards-organization-niso |
View: | 555 times |
Download: | 0 times |
NISO Training Thursday: Using Alerting Systems to Ensure OA Policy
Compliance
Wednesday, October 1, 2015Presenters:
Howard Ratner, Executive Director, CHORUSf
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/
Using Alerting Systems to Ensure Public Access Compliance
1 October 2015Howard Ratner, Executive Director, CHORUS
[email protected] | @chorusaccess
Access Discovery Compliance Identification Preservation
Advancing Public Access to Research | www.chorusaccess.org
courtesy of Oxford University PressOpen Access Funder Mandates
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
Advancing Public Access to Research | www.chorusaccess.org
PLUS OVER 117 SIGNATORIES
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
Advancing Public Access to Research | www.chorusaccess.org
US Agencies & CHORUSSmithsonian Announced Partnership with CHORUS on 18 August 2015Signed 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
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
Agency
Librarian Public
Publisher
ResearcherCompliance
Identification Discovery
AccessPreservation
How Does CHORUS Help?
Office ofResearch
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
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 manuscriptclearly 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
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 ofResearch
ensure public access to articles
in perpetuity
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 InfrastructureBuilds on existing scholarly infrastructure
. . .
Advancing Public Access to Research | www.chorusaccess.org
How CHORUS Works: Identification…built into the author’s submission process
Publisher Host
. . .
Publisher MTS
. . .
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
search.chorusaccess.org
Advancing Public Access to Research | www.chorusaccess.org
Advancing Public Access to Research | www.chorusaccess.orgpowered by
Advancing Public Access to Research | www.chorusaccess.org
API Integration with Agency Portals
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
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
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
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
Advancing Public Access to Research | www.chorusaccess.org
6/14/10
6/26/1
0
7/8/10
7/20/1
0
8/1/10
8/13/1
0
8/25/1
0
9/6/10
9/18/1
0
9/30/1
0
10/12/10
10/24/10
11/5/10
11/17/10
11/29/10
12/11/10
12/23/10
1/4/11
1/16/11
1/28/1
1
2/9/11
2/21/1
1
3/5/11
3/17/1
1
3/29/1
1
4/10/1
1
4/22/1
1
5/4/11
5/16/1
1
5/28/11
6/9/11
6/21/11
7/3/11
7/15/1
1
7/27/1
1
8/8/11
8/20/1
1
9/1/11
9/13/1
10
10000
20000
30000
40000
50000
60000
70000
NSFUSDHHSUSDODUSDOENASAUSDAUSDOINISTBMGFUSAIDSmithsonianDHSDOTEDEPANOAAVA
Monitored Articles by US Agency
as of 9/16/15
Advancing Public Access to Research | www.chorusaccess.org
http://dashboard.chorusaccess.org/nsf
# Depositsmade to dark archives
Content testedfor public accessibility
# Records having reuse terms posted
# Depositsidentifying
funding
Advancing Public Access to Research | www.chorusaccess.org
Advancing Public Access to Research | www.chorusaccess.org
Advancing Public Access to Research | www.chorusaccess.org
Advancing Public Access to Research | www.chorusaccess.org
Agency Dashboard Email Alerts
CustomizableFrequency:
DailyWeeklyMonthly
12829 2243USDOD
August 25, 2015 5:01 AM
Mark Martin
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!
Advancing Public Access to Research | www.chorusaccess.org
Agency Info
Publication Metadata
CHORUS Public AccessMetadata
Advancing Public Access to Research | www.chorusaccess.org
# Depositsmade to
dark archives
Content testedfor public accessibility
# Records having reuse terms posted
# Depositsidentifying
funding
Advancing Public Access to Research | www.chorusaccess.org
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
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
Helps faculty maintain compliance with funder requirements now
• Utilizes existing author workflowo Minimizes researchers’ compliance efforts o Streamlines technologyo Scalable solution
• Lowers overheado Free to academic institutions, libraries,
agencies and the publico Provides transparency through dashboard
monitoring and reporting
CHORUS + Academia
Office of Research& Librarian
Researcher
Advancing Public Access to Research | www.chorusaccess.org
Proven Technology
Open API
Optimized SearchPreservation ArchivingFree Public AccessDistributed 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
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 ThursdayUsing Alerting Systems to Ensure OA Policy Compliance
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