Complementing Public AccessWiley Executive Seminar
July 2017
Howard Ratner, Executive Director, CHORUS
Mark Robertson, President Wiley Japan; Vice President and Publishing Director, Research;
Asia‐Pacific Executive Director Wiley Australia
Conflict of Interest (COI) of the Presenters：No potential COI to disclose

Access  Discovery  Compliance  Identification  Preservation

CHORUS is creating a future where the output of funded researchis easily and permanently discoverable, accessible
and verifiable by anyone in the world.
• 501(c)(3) not‐for‐profit membership organization• Maximizes interoperability by employing widely usedstandards and infrastructure• Policy agnostic – works across a spectrum of funder policies,
gold and green OA business models, publishing platforms• Broadens the dialogue among publishers, societies, funders,service providers, researchers, and other stakeholders
Advancing Public Access to Research | www.chorusaccess.org

Cost‐effective Public Access Solution
Builds on Existing Infrastructure

Advancing Public Access to Research | www.chorusaccess.org

US Agencies & CHORUS
Smithsonian
Announced Partnership on 18
August 2015 Signed Agreementon24 June 2015

US Department of Agriculture
Signed Letter of Agreement
on 27 October 2016
Department of Defense
Announced Partnership on 3February 2016 Signed Agreement
on 18 December 2015

NIST
Signed Pilot Agreement on 9 July2015

National Science Foundation
Announced Partnership on 30
November 2015
Signed Agreement on1 October 2015
US Geological Survey
Announced Partnershipon 16 November 2015
Signed Agreement on23 October 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

Advancing Public Access to Research | www.chorusaccess.org

What Funding Agencies are Saying…
When you’re a federal
agency and there’s adata call… it’s a hugeresource drain. WithCHORUS, because
they’re collecting thisdata continuously andin a consistent way, allthat’s automated for us,
and that’s a big plus.

Given the extremely limited
budget science agencies havebecause of the flat funding…forover a decade, we needed tohave a cost‐effectivesolution…for all these agencies
it’s a grand experiment.

Keith Kirk
USGS

Jeffrey
SalmonDOE… I’d like to combine the usage
statistics from PubMed Central withCHORUS’s usage statistics to get a goodidea of what our total usage is, so ourKatherine
SharplessNIST

library staff knows where to put theirsubscription money.

Jim Kurose
NSF

Advancing Public Access to Research | www.chorusaccess.org…DOE has been providing
public access to research
since 1947. This has meant
keeping up with andimplementing radicallychanging technology acrossdecades…Formalizing ourcollaboration can only propel
our acquisition process
leading to more compre‐
hensive coverage of thelandscape of articles.
…we [NSF] are very muchlooking forward to working
with CHORUS to help further
our public access goals.
Reported by Lisa Peet
Library Journal, 1/21/16

Advancing Public Access to Research | www.chorusaccess.org

Total CHORUS Articles Monitored
DOIs / Articles

Description

366,580reported in CHORUS Dashboard

79,976

verified publicly accessible today

366,580

23,366

Advancing Public Access to Research | www.chorusaccess.org

as of 7/12/17

Why CHORUS?
Sustainable, scalable
path to public access
Addresses the priorities
of researchers, funders,publishers, andacademic institutions &libraries alike

Lowers overhead for funders andacademic institutions
Contains costs for publishers
Free to the public

Advancing Public Access to Research | www.chorusaccess.org

How Does CHORUS Help?
Identification
AgencyDiscovery

Compliance

Preservation

Researcher

AccessPublicLibrarian
Office ofResearch
Advancing Public Access to Research | www.chorusaccess.org

Publisher

How CHORUS Works

Data is fed through to CHORUS
dashboards where funders,institutions and publishers canmonitor and track real timecompliance

Other readers will see
the full text of the accepted
manuscript or final version of
the article after an embargo
expires (may be zero)How CHORUS Works:
AccessEmbargo Period Expiresor Author/Funder Pays for Public AccessAccepted Author Manuscript
becomes publicly accessible

Version of Record
becomes publicly accessible

Advancing Public Access to Research | www.chorusaccess.org

Identification

Discovery

Compliance
Preservation

Government
maintainedor other
3rd-party
dark archive
Advancing Public Access to Research | www.chorusaccess.org

http://dashboard.chorusaccess.org/nsf# deposits
identifying
funding

Content tested
for publicaccessibility# records
havingreuse terms
Advancing Public Access to Research | www.chorusaccess.org
posted# deposits
madeto darkarchives

Advancing Public Access to Research | www.chorusaccess.org

Advancing Public Access to Research | www.chorusaccess.org

Advancing Public Access to Research | www.chorusaccess.org

CHORUS Pilots

University ofDenverLaunched Sept 2016
Launched July 2016

Launching March 2017
Advancing Public Access to Research | www.chorusaccess.org

Institution Pilot Aims
September 2016 – April 2017
Identification•

Identify and collect metadata for articles written by institution staff, faculty and students
and published by CHORUS pilot member publishers in October 2015 ‐ January 2017
Filter and sort by US agency funding

Compliance••

Develop institutional dashboards, alerting and reporting
Collaborate to create mechanisms to track and report on complianceEngagement••

Generate interest and involvement of other stakeholders in the project
Recommend ways to minimize duplication of effort and burdens on researchers
Explore related metadata, identifier and compliance initiatives and map future interactions

Discovery (Optional Extensions)•••Indexing: Harvest metadata and full text from publishers for delivery to participating
institutions
Linking: Link from portal search results via Crossref DOIs to relevant content on publisher
platforms
Display: Consider use of an API to allow display of full text within the local search results
using content streamed from publisher platforms
Advancing Public Access to Research | www.chorusaccess.org

18

JST Pilot Aims
July 2016 – May 2017••••••

Discuss public access compliance needs of JSTImprove JST funder agency information and may improve otherJapanese funder agency information in Crossref Open Funder
Registry
Improve metadata at Japan institutional repositories(e.g., Chiba University) for articles tagged as reporting on
JST‐funded research and authored by university and research
institute staff, faculty and students
Institutional repository linking to articles on publishers sites via DOI
Creating and improving value of pilot JST DashboardCreating and improving pilot JST search portal (e.g., ORCID IDs,linking to datasets, grant information, etc.) and sharing with public
when readyAdvancing Public Access to Research | www.chorusaccess.org

June 1, 2016 JST / updated September 7, 2016 CHOR

Workflow

Register DOIs
no route
publisher

Funderreseacherreseacherreseacherreseacherresearcher
fundpublisher
Register DOIs
publisher

Submitpapers+ funderinfo

Views accessibility and statistics and gets metadata ofarticles funded by JST and CHOR publisher members on
the CHOR JST dashboard

publisher

metadata+ funder
infopublisherOpenFunderRegistry

metadata+ funder info(API)Open to public

publisher
Downloads metadata of articles written by the Chiba University researchers,
funded by JST and published by participating CHOR pilot publishers.
CHIBA links to identified articles on publisher site via DOI.
Under separate agreement (outside of pilot), Wiley will and other CHOR Pilot
publishers may give public access to the identified articles on their sites.

Participating CHOR pilot publisher members
may make articles reporting on JST funded
research publicly accessible on publisher
Advancing Public Access to Research | www.chorusaccess.org
site after embargo
20

# deposits
identifying
fundingContent tested
for publicaccessibility# records
havingreuse terms
Advancing Public Access to Research | www.chorusaccess.org
posted# deposits
madeto darkarchives

Advancing Public Access to Research | www.chorusaccess.org

Advancing Public Access to Research | www.chorusaccess.org

Advancing Public Access to Research | www.chorusaccess.org

What Do Publishers Need To Do?
1

Identification
Tag content with
Crossef’s open funderidentifiers and yourembargo metadata

2

AccessProvide public access toarticles on your site
posted with your reuse
license terms

3Preservation
Send content
to archiving
service

JOIN
CHORUS
Discovery
Researchers can search and findyour content

Compliance
Researchers can easily
comply with their agencies

Advancing Public Access to Research | www.chorusaccess.org

Preservation
Archiving

Free Public
AccessDistributed
AccessOptimized
SearchOpen API

ProvenTechnology

Dashboard
Metrics

Text & Data
Mining

Cost‐
Effective

Advancing Public Access to Research | www.chorusaccess.org

Discover more informationwww.chorusaccess.org
Contact: Howard Ratnerhratner@chorusaccess.org
Follow us on Twitter: @chorusaccess
Access  Discovery  Compliance  Identification  Preservation

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