open access week webinar 2014
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Los Angeles | London | New DelhiSingapore | Washington DC
SHARE, CHORUS, and Open Access: What you need to know
Tuesday, October 21, 2014
10am PST, 1pm EST
Webinar hashtag: #SAGETalk
Los Angeles | London | New DelhiSingapore | Washington DC
● Issued directive in Feb 2013
● Every federal research agency with expenditures over $100M per annum to produce a public access plan ensuring that articles and data resulting from its funded research be made freely accessible, online, to the public
● 12 month embargo set as a guideline
● Initial deadline of for submissions Aug 22nd, 2013
● publications and metadata must be stored in an archival solution that provides for long-term preservation and access
Los Angeles | London | New DelhiSingapore | Washington DC
● Released Public Access plan July, 2014
● Access provided through PAGES portal
● Articles based on DOE funded research must be made available no later than 12 months after publication:
• If Publishers VoR is available link to that through CHORUS• If not, link to the Authors Accepted Manuscript deposited in an Institutional
Repository by the author
● No mention of reuse, text or data mining
SHAREACRL-CHOICE Webinar: SHARE, CHORUS,
and Open Access: What You Need to KnowJudy RuttenbergOctober 21, 2014
A BRIEF HISTORY
b. June 7, 2013 as a development draft
“Research universities are long-lived and are mission-driven to generate, make accessible, and preserve over time new knowledge and understanding.”
CHALLENGES
Preservation of, access to, & reuse of
research outputs
CHALLENGESInfrastructure
Workflow Policy
Preservation of, access to, & reuse of
research outputs
CHALLENGESInfrastructure
Workflow Policy
Preservation of, access to, & reuse of
research outputs
Varied repository platforms/capacitiesStandards and ProtocolsIdentifiers
Public accessOpen accessCopyrightData management & sharing
Multiple siloed systems = Administrative burden
PROBLEM SPACE
Knowing who is producing what, and under whose auspices, is critical to a wide range of stakeholders - funders, sponsored research offices, government agencies, tenure and promotion committees, and repository managers, and the research community.
SHARE COMPONENTS
December 2013:
Notification ServiceRegistryDiscoveryMining and Reuse
Alfred P. Sloan Foundation Planning Grant
EARLY 2014• Joint grant from IMLS and the Sloan
Foundation: March, 2014 through September, 2015
• $1,000,000 to develop Notification Service and long term SHARE vision
CENTER FOR OPEN SCIENCE
Mission alignment with development partner
“We foster openness, integrity, and reproducibility of scientific research”
Charlottesville, VA-based nonprofit technology start-up
TYPES OF RESEARCH RELEASE EVENTS
Data SetsArticles
Preprints
CONSUMERS OF RESEARCH RELEASE EVENTS
FundersCampus Repositories
Sponsored Research Offices
SHARE Notification
Service
SHARE WIKI @ GITHUB
NOTIFICATION SERVICE STATUS
Initial data harvest from:
PROTOTYPE PLANS FALL 2014
Plans for prototype expansion include 10 more campus sites from DuraSpace and bepress, inclusion of more data sets, addition of DMPTool data.
“Push API” and further subscription methods to the prototype.
GOVERNANCEwww.arl.org/share
Advisory Board & Executive Committee
Director: Tyler WaltersOperations Group
Community Working Groups
SHARE Notification
Service
SHARERegistry
SHAREDiscovery
For Systems via Protocol & API For People
timely, structured, comprehensive
organized and related source of linked data
searchable and friendly
AGGREGATION/REUSE
Infrastructure
Workflow Policy
Preservation of, access to, & reuse of
research outputs
SHARE, CHORUS, and Open Access: What You Need to Know
21 October 2014Howard Ratner
Executive Director, CHOR Inc., @chorusaccess
Identification Discovery Access Preservation Compliance
Advancing Public Access to Research | www.chorusaccess.org
US Office of Science and Technology US Office of Science and Technology Policy (OSTP) + CHORUSPolicy (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 and search services
•Articles archived via 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
PLUS OVER 100 SIGNATORIES
Board of Directors
Advancing Public Access to Research | www.chorusaccess.org
Supporting Organizations (October 2014)Supporting Organizations (October 2014)
Advancing Public Access to Research | www.chorusaccess.org
Ramp upFebruary – June 2013
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 & CHORUSUS 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?Why CHORUS?
Advancing Public Access to Research | www.chorusaccess.org
AlanAgency
LottieLibrarian
PeterPublic
PennyPublisher
RachelResearcherComplianceCompliance
IdentificationIdentification DiscoveryDiscovery
AccessAccessPreservationPreservation
How Does CHORUS Help?How Does CHORUS Help?
Advancing Public Access to Research | www.chorusaccess.org
Cost Effective Public Cost Effective Public Access InfrastructureAccess Infrastructure
Builds on existing infrastructure of the scholarly community
32
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: How CHORUS Works: AccessAccess
Advancing Public Access to Research | www.chorusaccess.org
How CHORUS Works:How CHORUS Works: Identification Identification……built into the author’s submission processbuilt into the author’s submission process
Advancing Public Access to Research | www.chorusaccess.org
How CHORUS Works: How CHORUS Works: IdentificationIdentification……built into the author’s submission processbuilt into the author’s submission process
Advancing Public Access to Research | www.chorusaccess.org
How CHORUS Works: How CHORUS Works: IdentificationIdentification……built into the author’s submission processbuilt into the author’s submission process
Advancing Public Access to Research | www.chorusaccess.org
Government maintained
or other 3rd-party
dark archive
Government maintained
or other 3rd-party
dark archive
IdentificationIdentification DiscoveryDiscovery
ComplianceCompliance
PreservationPreservation
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
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 public
CHORUS + Academia
LottieLibrarian
RachelResearcher
Help us, help you!Become an academic supporter today
www.chorusaccess.orgContact: Howard Ratner
hratner@chorusaccess.orgFollow us on Twitter: @chorusaccess
Identification Discovery Access Preservation Compliance
Los Angeles | London | New DelhiSingapore | Washington DC
Q&APlease submit your questions in the comment box or on
twitter using #SAGETalk
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