chorus: a collaborative approach to public access

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Carol Anne Meyer CrossRef @meyercarol ORCID: 0000-0003-2443-2804 CHORUS A Collaborative Approach to Public Access AAP/PSP 6 February 2014

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Carol Anne Meyer

CrossRef

@meyercarol

ORCID: 0000-0003-2443-2804

CHORUS

A Collaborative Approach to Public

AccessAAP/PSP

6 February 2014

A not-for-profit trade association of

global scholarly publishers

CrossRef has 1900 members,

representing 4627 publishers

5

Members come from 100 countries

Services

•Reference linking

•Cited-by linking

•Plagiarism screening

•Update identification

•Metadata feeds to third parties

•Funding identification

Powered by iThenticate

Now we have 90 affiliates and 2045 libraries

Our community includes

Affiliates and Libraries

We have two offices:

Lynnfield, MA and Oxford, UK

We have 24 employees

62

41012

4364

1511612

>500

201-500

101-200

51-100

26-50

10-25

5-10

1-5

<1

# of Members

Re

ve

nu

e T

iers

($

mill

ion

)

The Long Tail of Members

Mission

To be a trusted collaborative organization with

broad community connections; authoritative

and innovative in support of a persistent,

sustainable infrastructure for scholarly

communication.

Improving scholarly

communication through

community collaboration

6-Word Mission

0

200000

400000

600000

800000

2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012

# of CrossRef DOI resolutions or “clicks” each year

(000)

Traffic to publishers’ sites

• author (s)

• journal title

• article title

• volume

• issue

• publication

date

• ISSN

• page numbers

• article IDs

• internal

identifiers

• URL

• DOI

Basic CrossRef Metadata

• ORCID

• CrossMark

Updates (related CrossRef DOIs)

Publication record information

• Text and Data Mining Data

• NISO Open Access Identifier

Additional metadata

• Funder Name

• Funder Identifier

• Award Number

Additional metadata

A standard way of reporting funding

sources for published scholarly research

Launched May 2013

For further reading

http://fundref.crossref.org/docs/funder_kpi_metadata_best_practice.html

The Problem

<fn fn-type="financial-disclosure">

<p>This work was supported in part by NIH

grant R01 GM094800B to G.J.J., a gift to Caltech

from the Gordon and Betty Moore Foundation, and

a stipend from the Bayerische Forschungsstiftung

to M.P. The funders had no role in study design,

data collection and analysis, decision to publish, or

preparation of the manuscript.</p>

</fn>

</fn-group>

</back>

</article>

<body>

...

<sec>

<title>Funding</title>

<p>This work was supported by the

<grant-sponsor

xlink:href="http://www.grf.org"

id="GS1">Generic Research

Foundation</grant-sponsor>, the

<grant-sponsor

xlink:href="http://www.energy.gov"

id="GS2">Department of Energy</grant-

sponsor> Office of Science grant

number <grant-num rid="GS2">DE-FG02-

04ER63803</grant-num>, and the <grant-

sponsor

xlink:href="http://www.nih.gov"

id="GS3">National Institutes of

Health</grant-sponsor>.

</p>

</sec>

</body>

Funding bodies cannot easily track the published

output of funding

Publishers cannot easily report which articles

result from research supported by specific

funders or grants

Institutions cannot easily link funding received to

published output

Lack of standard metadata for funding sources

makes it difficult to analyze or mine the data

Why does this

matter?

National Institutes of Health

NIH? N.I.H.? National Institute of Health?

Abbreviations, misspellings, translations...

The Solution

Publishe

rs

Relationship with

authors submitting

manuscripts

Established

publishing

and peer-

review

systems

Funders

Relationship with

researchers funded by

agencies

Established award

systems and

research

management

processes

InstitutionsRelationship with

researchers

The public

FundRef Pilot

5500 funder names and ID numbers from

curated Elsevier SciVal registry, donated to

FundRef

Hosted by CrossRef, available under CC0

Updated and extended monthly—

Publishers use this list to ensure consistency

The FundRef Registry is

taxonomy of 5500 funder names.

www.crossref.org/fundref/fundref_registry.html

FundRef

Registry

Publisher

Submission System

Grant Number

Funder Production

Systems

CrossRef

Database &

Query APIs

Funders

Researchers

Institutions

Publishers

SHARE

DOI

Funding

Source

Award

Number

Submission Workflow1. Collect funding data from authors on submission

using FundRef Registry taxonomy

Workflow Issues1. Collect funding data from authors on submission

using FundRef Registry taxonomy

http://www.crossref.org/fundref

ImplementationWidget -

http://labs.crossref.org

Submission System

Grant Number

Funder Production

Systems

Implementation2. Pass funding data from submission system to

production systems

Publish

er

Submission System

Grant Number

Funder Production

Systems

Implementation2. Pass funding data from submission system to

production systems

Publish

er

Editorial

Check

Submission System

Grant Number

Funder Production

Systems

Implementation2. Pass funding data from submission system to

production systems

Publish

er

Editorial

Check

http://labs.crossref.org

Workflow3. Deposit FundRef data with

CrossRef

CrossMark participants should

deposit FundRef data within

CrossMark deposits

CrossMark participation

recommended for standard

display of funding information

Workflow3. Deposit funding data with

CrossRef

Look up funding data

http://search.crossref.org/fundref

Search for funder

Results

Search by other metadata

• 52,000 + unique documents with

FundRef records

• 71,000 + funder-document relationships

• 80% of the funder names from these

relationships are in the FundRef

Registry

So, how are we doing?

American Chemical Society

American Diabetes Association

American Institute of Physics

American Psychiatric Publishing

American Psychological Association

American Physical Society

American Society of Neuroradiology

Association for Computing Machinery

BioMed Central

Bioscientifica

Copernicus GmBH

eLife Sciences Publications

Elsevier

FapUNIFESP (SciELO)

Hindawi Publishing Corporation

Institute of Electrical & Electronics Engineers

International Union of Crystallography

Internet Medical Publishing

IOP Publishing

Journal of Rehabilitation Research & Development

Just Medical Media, Ltd.

Kowsar Medical Institute

Landes Bioscience

National Library of Serbia

Optical Society of America

Oxford University Press

Royal Society of Chemistry

ScienceOpen

Taylor & Francis

The Royal Society

Wiley-Blackwell

http://www.crossref.org/fundref/fundref_agreement.html

These deposits come from

9 publishers of 30 signed up

Publishers: sign up now!

FundRef Terms & Conditions:

www.crossref.org/fundref

No fees for FundRef deposits

• CrossRef (with FundRef) provides the social and

technology standards and practices that makes

CHORUS possible.

• CrossRef DOIs directs interested parties to the

correct documents

• CrossRef’s existing metadata database will hold data

about ORCID, FundRef, Open Access Indicator, Text

and Data mining

• CrossRef’s Application Programming Interfaces

(APIs) and search interfaces will serve these new

types of data.

But, what does all this have to do with

CHORUS?

• CrossRef staff participate on the Technical Working

Groups of CHORUS and SHARE

• CrossRef also has expressed an openness to make

its infrastrure available for other public access

initiatives.

• CrossRef does not do custom development for

projects that are specific to that project and not

generalizable to the industry.

Full Disclosure:

CrossRef plays the field