1. Access  Discovery  Compliance  Identification  Preservation
NCAR Data & Publication Linking Workshop 5 January 2016 Howard Ratner, Executive |
Access  Discovery  Compliance  Identification  Preservation

2. 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

3. PLUS OVER 118 SIGNATORIES

4. Active discussions with 5-10 other US federal agencies
US Agencies & CHORUS
9/23/14
National Science Foundation Announced Partnership on 30 November Signed Agreement on 1 October 2015
US Geological Survey Announced Partnership on 16 November Signed Agreement on 23 October 2015
Smithsonian Announced Partnership on 18 August 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 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.

5. 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.

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

7. Cost-effective Public Access Solution Builds on Existing Infrastructure

8. 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

9. 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

10. 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

11. 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

12. Content tested for public accessibility # Records having reuse terms
# 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

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

16. Funder Dashboard Open API
For example, to retrieve NIST ( ) information:
Live since September 2015
Agency Info
Publication
Metadata
CHORUS
Public Access
Metadata

17. 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

18. 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

19. 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

20. 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

21. 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.

22. Discover more information www.chorusaccess.org
Contact: Howard Ratner
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Access  Discovery  Compliance  Identification  Preservation