Charleston Neapolitan: Open Access, Public Access: Policies, Implementation, Developments, and the Future of US Published Research.
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CHORUS is a public-private partnership that enhances public access to results from agency-sponsored research, targeting various stakeholders including funding agencies, researchers, libraries, and the public. It aims to ensure compliance with funding mandates, provide access to the best available versions of research articles, and preserve these works for long-term availability. The initiative seeks to streamline processes and reduce administrative burdens while integrating existing publishing infrastructure.
![Penny
the
Publisher
Wants
to
…
• help
her
authors
and
their
insGtuGons
comply
with
funder
mandates
• retain
traffic
on
journal
websites
to
be]er
demonstrate
value
to
librarians
• retain
traffic
on
journal
websites
to
drive
adverGsing
revenue
• enable
text
and
data
mining
of
arGcles
reporGng
on
funded
research
• minimize
administraGve
costs
through
automaGon
• ensure
that
arGcles
reporGng
on
funded
research
in
her
journals
will
be
readily
available
in
perpetuity
• avoid
duplicaGon
of
effort/addiGonal
costs
by
uGlizing
exisGng
publishing
infrastructure
• …
*
BAV
=
Best
Available
Version
–
accepted
manuscript
or
version
of
record
8 November 2013
7](https://image.slidesharecdn.com/choruscharleston-howardratner11082103-131217181156-phpapp01/85/Charleston-Neapolitan-Open-Access-Public-Access-Policies-Implementation-Developments-and-the-Future-of-US-Published-Research-7-320.jpg)
![How
CHORUS
Works:
Compliance
API
and
Dashboards
for
monitoring
and
tracking
publisher
contribuGons
to
the
CHORUS
system
Government
Agency
Reports
InsGtuGon
Reports
Publisher
Reports
Live
CHORUS
DOE
dashboard:
h]p://dashboard.chorusaccess.org/usdoe
12](https://image.slidesharecdn.com/choruscharleston-howardratner11082103-131217181156-phpapp01/85/Charleston-Neapolitan-Open-Access-Public-Access-Policies-Implementation-Developments-and-the-Future-of-US-Published-Research-12-320.jpg)
![CHORUS
Live
Pilot
Services
h]p://dashboard.chorusaccess.org/usdoe
h]p://dashboard.chorusaccess.org/usda
h]p://dashboard.chorusaccess.org/nsf
h]p://search.chorusaccess.org/
7+
pilot
publishers
13,000+
pilot
records
80+
publisher
signatories
IdenGficaGon
Ÿ
Discovery
Ÿ
Access
Ÿ
PreservaGon
Ÿ
Compliance
8 November 2013
15](https://image.slidesharecdn.com/choruscharleston-howardratner11082103-131217181156-phpapp01/85/Charleston-Neapolitan-Open-Access-Public-Access-Policies-Implementation-Developments-and-the-Future-of-US-Published-Research-15-320.jpg)
Charleston Neapolitan: Open Access, Public Access: Policies, Implementation, Developments, and the Future of US Published Research.
- 1. A not-for-profit Public-Private Partnership Providing Public Access to the Results of Agency Sponsored Research Charleston Conference November 8, 2013 Howard Ratner, Director of Development, CHOR Inc. 8 November 2013 1
- 2. Introduc)on • CHORUS (first service of CHOR Inc.) now offers an open technology pla?orm to meet the public access needs of funding agencies and researchers • For all key stakeholders: • Funding agencies (iden)fies and provides access to arGcles reporGng on research they fund, ensures preserva)on of research arGcles, ensures researcher and publisher compliance) • Authors/researchers/insGtuGons (simplifies compliance with funder mandates, provides access to research results) • Libraries (ensures preserva)on of research arGcles, provides access to research results) • The public (provides access to arGcles reporGng on publicly funded research) • Publishers (simplifies compliance with funder mandates, retains traffic ) • No significant cost for agency use or parGcipaGon because CHORUS builds on exisGng infrastructure in the publishing community (CrossRef, FundRef, Prospect, CLOCKSS, PorGco, ORCID, etc) 8 November 2013 2
- 3. Alan the Agency Department Head (e.g., DOE, NSF, USAID) Wants to… • meet OSTP guidelines/mandate • measure grantee and agency compliance with guidelines/mandate • show how his agency’s investments are having impact (ROI) • provide access to the best available version (BAV*) of arGcles resulGng from agency funding for their consGtuency • preserve the arGcles that report on his agency’s funded research • integrate informaGon from publisher systems with their own internal systems (via APIs) • text and data mine arGcles reporGng on funded research • ensure publisher compliance • avoid administraGve burden to researchers • … * BAV = Best Available Version – accepted manuscript or version of record 8 November 2013 3
- 4. Rachel the Researcher / Principal Inves)gator Wants to … • obtain funding for her research • comply with funding agency requirements • know the sources of funding in her area of research • have access to best available version (BAV*) of content in her research area • text and data mine arGcles reporGng on funded research • avoid extra administraGve work • … *BAV = Best Available Version – accepted manuscript or version of record 8 November 2013 4
- 5. LoHe the Librarian Wants to … • have access to best available version (BAV*) of content for her patrons or her own research • text and data mine arGcles reporGng on funded research • know that arGcles reporGng on funded research will be readily available in perpetuity • help researchers comply with funding agency requirements • build discovery tools for researchers • … * BAV = Best Available Version – accepted manuscript or version of record 8 November 2013 5
- 6. Peter the Public Wants to … • have access to best available version (BAV*) of content to research a problem/drive economic development • see what the government is funding • learn the impact of specific agency grants • understand the latest developments in science • have content connected to learning tools • … * BAV = Best Available Version – accepted manuscript or version of record 8 November 2013 6
- 7. Penny the Publisher Wants to … • help her authors and their insGtuGons comply with funder mandates • retain traffic on journal websites to be]er demonstrate value to librarians • retain traffic on journal websites to drive adverGsing revenue • enable text and data mining of arGcles reporGng on funded research • minimize administraGve costs through automaGon • ensure that arGcles reporGng on funded research in her journals will be readily available in perpetuity • avoid duplicaGon of effort/addiGonal costs by uGlizing exisGng publishing infrastructure • … * BAV = Best Available Version – accepted manuscript or version of record 8 November 2013 7
- 8. How CHORUS Works: Iden)fica)on 8
- 9. How CHORUS Works: Preserva)on Government maintained or other 3rd-party dark archive 9
- 10. How CHORUS Works: Access Funding Agency Embargo Period Expires or Author/Funder Pays for Immediate Public Access Accepted Author Manuscript becomes publicly accessible Version of Record Becomes publicly accessible 10
- 11. How CHORUS Works: Discovery Text and Data-‐Mining Services 11
- 12. How CHORUS Works: Compliance API and Dashboards for monitoring and tracking publisher contribuGons to the CHORUS system Government Agency Reports InsGtuGon Reports Publisher Reports Live CHORUS DOE dashboard: h]p://dashboard.chorusaccess.org/usdoe 12
- 13. Ramp up Feb – June 2013 AAP Startup Funding July 2013 8 November 2013 Proof of Concept Delivered 30 Aug Pilot Tech Build Delivered 30 Sept Pilot Phase 30 Sept -‐ 31 Dec 2013 Pilot Review Begins Jan 2014 ProducGon Early 2014 IncorporaGon Fundraising of CHOR Inc. 1 Oct 2013 13
- 14. • Met in August 2013 to discuss iniGaGves and explore areas of possible collaboraGon • Agreed to work jointly on persistent idenGfiers and metrics • Agreed to follow up in next few months 8 November 2013 14
- 15. CHORUS Live Pilot Services h]p://dashboard.chorusaccess.org/usdoe h]p://dashboard.chorusaccess.org/usda h]p://dashboard.chorusaccess.org/nsf h]p://search.chorusaccess.org/ 7+ pilot publishers 13,000+ pilot records 80+ publisher signatories IdenGficaGon Ÿ Discovery Ÿ Access Ÿ PreservaGon Ÿ Compliance 8 November 2013 15
- 16. Discover more informa)on at www.chorusaccess.org Contact: Howard Ratner hratner@chorusaccess.org IdenGficaGon Ÿ Discovery Ÿ Access Ÿ PreservaGon Ÿ Compliance 8 November 2013 16
- 17. Supporting Organizations (October 1, 2013) Publishers ACM AcousGcal Society of America American AssociaGon for the Advancement of Science American AssociaGon of Anatomists American AssociaGon for Cancer Research American AssociaGon of Physicists in Medicine American AssociaGon of Physics Teachers American Astronomical Society American Chemical Society American Crystallographic AssociaGon, Inc. American College of Chest Physicians American College of Physicians American Dental AssociaGon American Diabetes AssociaGon American Geophysical Union American InsGtute of AeronauGcs and AstronauGcs American InsGtute of Biological Sciences American InsGtute of Physics American MathemaGcal Society American Meteorological Society American Medical AssociaGon American Nuclear Society American Physical Society American Physiological Society American Psychiatric Publishing American Psychological AssociaGon American Society for Microbiology American Society of Agricultural Biological Engineers American Society of Civil Engineers American Society of Mechanical Engineers American Society of Plant Biologists American Speech-‐Language-‐Hearing AssociaGon AssociaGon for Research in Vision and Ophthalmology AVS: Science Technology of Materials, Interfaces and Processing Biophysical Society BioscienGfica Botanical Society of America BMJ Cambridge University Press Columbia University Press Duke University Press Ecological Society of America Elsevier Emerald Group Publishing Limited The Endocrine Society Entomological Society of America Fabricators and Manufacturers AssociaGon, InternaGonal GeneGcs Society of America Human Factors and Ergonomics Society IEEE iMedPub. Internet Medical Publishing InsGtute of Physics Publishing Journal of Bone and Joint Surgery Journal of RehabilitaGon Research and Development Lynne Rienner Publishers, Inc. Materials Research Society McGraw-‐Hill Mycological Society of America New England Journal of Medicine The OpGcal Society Oxford University Press The Physiological Society The Royal College of Psychiatrists The Royal Society Royal Society of Chemistry Society for the Advancement of Materials on Process Engineering Society for the Study of ReproducGon Springer Science+Business Media LLC Taylor Francis Thieme Publishers University of Chicago Press John Wiley Sons Wolters Kluwer Medical Research Service Providers and Other Organiza)ons AssociaGon of Learned and Professional Society Publishers CrossRef DC Principles CoaliGon InternaGonal AssociaGon of ScienGfic, Technical and Medical Publishers (STM) Publishing Technology Silverchair Science+CommunicaGons, Inc. 17