Access  Discovery  Compliance  Identification  Preservation NCAR Data & Publication Linking Workshop 5 January 2016 Howard Ratner, Executive Director hratner@chorusaccess.org @chorusaccess | www.chorusaccess.org Access  Discovery  Compliance  Identification  Preservation

501(c)(3) not-for-profit membership organization 9/23/14 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

PLUS OVER 118 SIGNATORIES

Active discussions with 5-10 other US federal agencies US Agencies & CHORUS 9/23/14 National Science Foundation Announced Partnership on 30 November 2015 Signed Agreement on 1 October 2015 US Geological Survey Announced Partnership on 16 November 2015 Signed Agreement on 23 October 2015 Smithsonian Announced Partnership on 18 August 2015 Signed Agreement on 24 June 2015 NIST Signed Pilot Agreement on 9 July 2015 US Department of Energy Announced Partnership on 4 August 2014 Signed Agreement on 15 April 2015 Active discussions with 5-10 other US federal agencies Over the last year, the CHORUS board and I have had countless meeting with government agencies teaching them about CHORUS and what publishers have to offer them regarding delivering Public Access. On August 4 2014 the US DOE 4 announced their intention to partner with us We are confident that others will also make similar announcements in the coming months.

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 funders Contains costs for publishers But Why CHORUS? CHORUS addresses the priorities of all stakeholders alike. It is sustainable and cost-effective, containing publisher spending, cutting funder overhead, and Free to funders, academic institutions and libraries, and the public. Widespread access to research is a good thing—it’s at the very core of our mission as publishers. But as we all know, coming up with a sustainable and scalable approach to delivering free public access to scholarly content reporting on funded research in the United States is easier said than done. The challenge is to develop something that works for all everyone, ensuring the reliable reporting, review, dissemination and long-term availability of research literature.

How Does CHORUS Help? Identification Discovery Compliance Preservation Agency Researcher Compliance Preservation Access Public Librarian Office of Research Publisher

Cost-effective Public Access Solution Builds on Existing Infrastructure

How CHORUS Works: Access Embargo Period Expires or Author/Funder Pays for Public Access Version of Record becomes publicly accessible Accepted Author Manuscript becomes publicly accessible

Government maintained or other 3rd-party dark archive Identification 9/23/14 Discovery Compliance Preservation Government maintained or other 3rd-party dark archive The other four services are: Identification – done on the Publishers Manuscript Tracking System using the CrossRef FundRef system Discovery – using the CHORUS search engine or an agency developed one all using Open APIs into the CrossRef metadata Compliance – using our Dashboard service Finally, preservation utilizing the existing services of CLOCKSS and Portico – industry standards in scholarly publishing

Total CHORUS Articles Monitored DOIs / Articles Description 198,290 reported in CHORUS Dashboard 41,805 verified publicly accessible today 198,290 23,366 as of 1/4/16

Government Agency Reports How CHORUS Works: Compliance API and dashboards for monitoring and tracking publisher contributions to CHORUS Government Agency Reports Institution Reports 34,164 unique DOIs Publisher Reports Live dashboard: dashboard.chorusaccess.org/nsf

Content tested for public accessibility # Records having reuse terms http://dashboard.chorusaccess.org/nsf # Deposits identifying funding Here’s a look at the dashboard set-up…. Content tested for public accessibility # Records having reuse terms posted # Deposits made to dark archives

Monitored Articles by US Agency as of 12/1/15

Funder Dashboard Open API For example, to retrieve NIST (100000161) information: https://api.chorusaccess.org/agencies/100000161/histories/2015/2/23 Live since September 2015 Agency Info Publication Metadata CHORUS Public Access Metadata

Beta # Deposits identifying funding Content tested for public Here’s a look at the dashboard set-up…. Content tested for public accessibility # Records having reuse terms posted # Deposits made to dark archives

Exploring more areas of collaboration 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 SHARE and CHORUS met in July 2013 to discuss initiatives and explore areas of possible collaboration. Both agreed to work jointly on persistent identifiers (DOIs) and metrics (dashboard could potentially be used to expose metrics from SHARE). Metrics to be determined, but most important message here is the potential collaboration and spirit of working together to solve problems... And both agreed to follow up in next few months

Data 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 … RDA-WDS Data-Pub Services Working Group

What Do Publishers Need To Do? 1 2 3 Identification Tag content with CrossRef’s FundRef agency identifiers and your embargo metadata Access Provide public access to articles on your site posted with your reuse license terms Preservation Send content to archiving service JOIN CHORUS So What Do Publishers Need to Do? Tag content with CrossRef’s FundRef agency identifiers and your embargo metadata Provide public access to articles on your site with your reuse license terms Preserve your content with an archiving service Join CHORUS and our services will enable researchers to discover and utilize your publicly accessible content and our compliance tools will show how researchers are in compliance with agency mandates Discovery Researchers can search and find your content Compliance Researchers can easily comply with their agencies

Preservation Archiving Proven Technology Open API Optimized Search Preservation Archiving Free Public Access Distributed Access Dashboard Metrics Text & Data Mining Cost-Effective CHORUS is built with proven, open technology you are all familiar with and it advances public access while keeping the content in context on the publishers sites.

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