1. OAI9 Geneva, Switzerland 18 June 2015 Howard Ratner, hratner@chorusaccess.org www.chorusaccess.org Access  Discovery  Compliance  Identification  Preservation

2. Advancing Public Access to Research | www.chorusaccess.org courtesy of Oxford University Press Open Access Funder Mandates

3. 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

4. Advancing Public Access to Research | www.chorusaccess.org PLUS OVER 117 SIGNATORIES

5. Advancing Public Access to Research | www.chorusaccess.org Supporting Organizations (June 2015) AAAS/Science Acoustical Society of America ACSESS American Association of Anatomists American Association for Cancer Research American Association of Physicists in Medicine American Association of Physics Teachers American Astronomical Society American Chemical Society American Crystallographic Association, Inc. American College of Chest Physicians American College of Physicians American Dental Association American Diabetes Association American Geophysical Union American Inst of Aeronautics and Astronautics American Institute of Biological Sciences American Institute of Chemical Engineers American Institute of Physics American Mathematical Society American Meteorological Society American Medical Association American Nuclear Society American Physical Society American Physiological Society American Psychiatric Publishing American Psychological Association American Society for Biochemistry and Molecular Biology American Society for Investigative Pathology American Soc of Agricultural & Biological Engineers American Society of Agronomy American Society of Civil Engineers American Society of Hematology American Society of Mechanical Engineers American Society for Microbiology American Society of Neuroradiology American Society of Plant Biologists American Speech-Language-Hearing Association Asociacon Columbiana de Infectologia Assoc for Computing Machinery (ACM) Assoc for Research in Vision and Ophthalmology AVS: Science & Technology of Materials, Interfaces and Processing Biophysical Society Bioscientifica Botanical Society of America British Editorial Society of Bone & Joint Surgery BMJ Cambridge University Press Columbia University Press The Company of Biologists Crop Science Society of America Dove Press Duke University Press Ecological Society of America ECS - The Electrochemical Society EDP Sciences Elsevier Emerald Group Publishing Limited The Endocrine Society Entomological Society of America European Respiratory Society Fabricators and Manufacturers Association, International Genetics Society of America GeoScienceWorld Hindawi Human Factors and Ergonomics Society IEEE iMedPub. Internet Medical Publishing INFORMS Institute of Physics Publishing Institution of Engineering and Technology (IET) Journal of Bone and Joint Surgery Journal of Infection in Developing Countries Journal of Rehabilitation Research and Dev Lynne Rienner Publishers, Inc. Materials Research Society McGraw-Hill Mycological Society of America Nature Publishing Group New England Journal of Medicine Now Publishers The Optical Society Oxford University Press The Physiological Society PNAS Revista Medica de Risarlda The Rockefeller University Press The Royal College of Psychiatrists The Royal Society Royal Society of Chemistry Sage Publications Society for the Advancement of Materials on Process Engineering Society for the Study of Reproduction Society of Exploration Geologists Soil Science Society of America Springer Science+Business Media LLC Taylor & Francis Thieme Publishers University of Chicago Press Wiley Wolters Kluwer Medical Research Plus 15 more service providers & organizations

6. Advancing Public Access to Research | www.chorusaccess.org US Agencies & CHORUS US Department of Energy Announced Partnership with CHORUS on 4 August 2014 Signed Agreement on 15 April 2015 Active discussions with 5-10 US federal agencies NSF, NASA, NOAA, NIST mention CHORUS in plans

7. 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 Addresses the priorities of researchers, funders, publishers, and academic institutions & libraries alike Free to academic institutions & libraries and the public Cuts overhead for funders Cuts overhead for funders Contains costs for publishers

8. Advancing Public Access to Research | www.chorusaccess.org Agency Librarian Public Publisher Researcher Compliance IdentificationDiscovery AccessPreservation How Does CHORUS Help? Office of Research

9. 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

10. 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 manuscript clearly 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

11. 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 of Research ensure public access to articles in perpetuity

12. 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 Record becomes publicly accessible Embargo Period Expires or Author/Funder Pays for Public Access How CHORUS Works: Access

14. Advancing Public Access to Research | www.chorusaccess.org How CHORUS Works: Identification …built into the author’s submission process Publisher MTS...

15. Advancing Public Access to Research | www.chorusaccess.org How CHORUS Works: Identification …built into the author’s submission process

16. Advancing Public Access to Research | www.chorusaccess.org How CHORUS Works: Identification …built into the author’s submission process Publisher Host...

17. 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

18. Advancing Public Access to Research | www.chorusaccess.org Text and Data-Mining Services How CHORUS Works: Discovery …by any existing search engine

19. search.chorusaccess.org

20. Advancing Public Access to Research | www.chorusaccess.org

21. powered by

22. Advancing Public Access to Research | www.chorusaccess.org API Integration with Agency Portals

23. 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

24. Advancing Public Access to Research | www.chorusaccess.org DOIs / ArticlesDescription 307,573unique CrossRef DOIs with FundRef IDs 110,448CrossRef DOIs with US FundRef IDs 107,395reported in CHORUS Dashboard 25,878verified publicly accessible today As of 8 June 2015 CHORUS Dataset Statistics

25. Advancing Public Access to Research | www.chorusaccess.org Total CHORUS Articles Monitored as of 6/8/15 107,395 23,366

26. Advancing Public Access to Research | www.chorusaccess.org Monitored Articles by US Agency as of 6/9/15

27. Advancing Public Access to Research | www.chorusaccess.org http://dashboard.chorusaccess.org/nsf # Deposits made to dark archives Content tested for public accessibility # Records having reuse terms posted # Deposits identifying funding

28. Advancing Public Access to Research | www.chorusaccess.org

31. 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

32. 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

33. Advancing Public Access to Research | www.chorusaccess.org Proven Technology Open API Optimized Search Preservation Archiving Free Public Access Distributed Access Dashboard Metrics Text & Data Mining Cost- Effective

34. Discover more information www.chorusaccess.org Contact: Howard Ratner hratner@chorusaccess.org Follow us on Twitter: @chorusaccess Access  Discovery  Compliance  Identification  Preservation