1. Broadening Access to Faculty Scholarship through Partnerships: A UF case study
Christy Shorey Southern Miss
Institutional Repository Manager Institutional Repository
Conference
April 27, 2018

2. Overview The Need Vivo Elsevier Other Partnerships Trajectory
Phase I
Phase II
Successes
Challenges
Other Partnerships
Chorus
Data Harmony

3. The Need Requests from: Requests for: Provost
Vice President for Research
Faculty Research Council
Other faculty
Requests for:
Means to document research
Improved access to research
Preferably the “best” (final published) version
Track articles to ensure compliance with federal funded deposit mandates
Dean had several discussions over the years with the Provost, Vice President for Research, the Faculty Research Council and other faculty members
Need to document and provide improved access to faculty research
White House Office of Science and technology Policy (OSTP) mandates for deposit of federally funding research
“Why can’t the library solve this problem-without placing additional burden on our very busy faculty

4. The Reality IR@UF Faculty at UF Research at UF
Manager + 1 Staff
Faculty at UF 
5,309 Faculty in 2017
Research at UF
1,600 faculty receiving funding awards
10,750 active projects
$801 million in research expenditures
UF authors publish ~8,000 scholarly journal articles a year
No culture or policy of deposit for manuscripts into
In 2017
Dean had several discussions over the years with the Provost, Vice President for Research, the Faculty Research Council and other faculty members
Need to document and provide improved access to faculty research
White House Office of Science and technology Policy (OSTP) mandates for deposit of federally funding research
“Why can’t the library solve this problem-without placing additional burden on our very busy faculty

5. Vivo
Many VIVO implementations are closely tied to the library and yet local VIVO systems have prioritized the integration of institutional repository data far below other internal or external data sources. A new partnership between the UF Libraries and Elsevier makes the UF Institutional Repository an excellent internal data source for UF authored publications. 

6. UF/Elsevier Pilot: Phase I
Provide all visitors access to full-text of UF-authored Open Access Elsevier articles.
Open Access
Increase comprehensiveness of coverage of Elsevier-published content by UF authors through the
Increase coverage
Provide subscribers with access to the best available (published) version through the
Best version
Allow users to return to their IR search results when reading published articles from Science Direct
Navigation
Dean Russell approached Elsevier to request access to manuscripts by UF authors. Elsevier had the final submitted copy. Elsevier knew what rights our authors had retained or signed away.
When we began to explore that option, we learned that Elsevier had developed and wanted to test APIs to provide access to the published version through university institutional repositories. The implementers on the Libraries staff quickly decided to use the APIs, rather than to continue to seek the manuscripts.
There is not a culture of deposit at UF. We had only 7 Elsevier articles on deposit in the IR when the projected started. They were all supported by the UF Open Access Publishing Fund which required deposit of the final article in the IR.

7. UF/Elsevier Pilot: Phase I
Goals: 
Metadata and links for ~31,000 articles by UF authors in from
Indexing based on metadata 
Links to ScienceDirect for access by licensed users 
Discoveries: 
More gold OA publishing than anticipated (601 articles by 1,443 unique UF authors between 2009 and early 2016)
The most difficult problem was identifying UF authors. The words University and Florida appear in the names of a number of institutions! We have long supported ORCID IDs, but we now also strongly support institutional identifiers.   
The most surprising discovery was the high number of open access articles published by UF authors in Elsevier journals. We are doing further analysis of open access publishing by these authors and expect to survey them to learn more about their motivation and source of funds. We hope some of them will become champions for a campus-wide open access policy.  
8 to 10 of these authors published over 20 OA articles with Elsevier in these 7 years; one published 30.  

8. Phase I: Search Results Indicate Access for Published Version

9. UF/Elsevier Pilot: Phase II
Goals: 
Provide access to accepted manuscripts to non-subscribers
Stream final articles or accepted manuscripts to
Research OA publishing by UF authors
Research use of Elsevier metadata for other University purposes, including compliance
Improvements
Offer full text searching through the with links to the published article on ScienceDirect.
Usability testing by Elsevier and UF
An IR that includes author-deposited manuscripts will need to employ the embargo date.
If a user is from a subscribing institution, they will be able to view the final published version.
If a user is from a non-subscribing institution, they will be able to view the manuscript (after the embargo period has ended).

10. Phase II: Accepted Manuscript Embedded Viewer Prototype

11. Successes

12. Successes User authentication
API creation for transfer of metadata and links
Ingest of 36,787 metadata records to date

13. Challenges

14. Challenges Identifying UF authors
Usability of wording on labels indicating access
Accepted manuscripts not as robust as we'd hoped
Only date back to 2013
2,928 titles
Difficulties with embedded viewer delayed rollout
Need to implement orcid and institution codes – a lot of universities have "University" and "Florida", our institution identified about 27 different ways in various articles

15. The most frequent question I get asked about these projects is this one: Why Elsevier? Why Chorus? I think this slide answers that question. 8 of the 10 publishers most selected by UF authors are CHORUS members. Elsevier has the largest volume of any publisher, followed by Springer/Nature and Wiley.  Automated solutions for identification and access to articles by UF authors from multiple publishers reduces the burden on our academic faculty, the library faculty and staff, and by 

16. Other Partnerships Chorus Data Harmony by Access Innovations
Pull information from many publishers
Includes funder information
Access to best available version
Elsevier model demonstrates authentication
Data Harmony by Access Innovations
Machine Assisted Indexing to enhance metadata
Full text search
Controlled vocabularies
We set the rules base

17. Christy Shorey chrshor@uflib.ufl.edu IRManager@uflib.ufl.edu
@shoreychristy  
  University of Florida