FundRef, or Name That Funder!

Or, Name That Funder! Carol Anne Meyer

@meyercarolCrossRef Business Development & Marketing

Council of Science Editors Annual MeetingNew Standards in Science Publishing

May 5, 2013, Montreal

FundRef

The Challenges

•Publishing industry

•Funders

2

Where is the funding info?

Pilot participants: Publishers

Pilot participants: Funders

Publisher-Funder Collaboration

Publishers Funders

Broad view of research producing publications and sponsoring organizations worldwide

Knowledge of agency-funded research, government programs and policies, and guidance grantees receive

Well-defined publishing systems and peer-review process

Well-defined award systems and research management process

Relationship with authors of manuscripts submitted for publication

Relationship with researchers funded by agency

Pilot Report issuedhttp://www.crossref.org/fundref/

FundRef_Pilot_Project_Report.pdf

The fundref Pilot: In brief

March 2012

March 2013

Approved by CrossRef

• Publishers, Manuscript Tracking Systems captured funder information on submission

• 40+ staff from all organizations.• The proof of concept was deemed successful.

Finish

The FundRef workflow

Key Pilot Accomplishments

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Industry-wide methodology for connecting scholarly publications to research funders demonstrated

Funder name and grant number metadata deposited to CrossRef

Scival funder taxonomy (contributed by Elsevier) used Requirements for ongoing Funder Registry defined

CrossRef to run Funder Registry FundRef Search created

FundRef data

Fundref Search

Funders in data now

• Air Force Office of Scientific Research

• Air Force Research Laboratory (AFRL)

• Army Research Office

• Australian Research Council

• Basic Energy Sciences, Office of Science, U.S. Department of Energy

• Boeing

• Defense Threat Reduction

Agency

• Glenn Research Center, NASA

• National Aeronautics and Space Administration

• National Institutes of Health

• National Nuclear Security Administration, U.S. Department of Energy

• National Science Foundation

• Office of Naval Research

• U.S. Department of Energy

http://doi.crossref.org/fundref

Recommendation: Launch!

• CrossRef

• Coordinate and manage FundRef

• Maintain Funder Registry

• Include FundRef data in metadata

• Charter advisory group

Role of Publishers• Modify systems to collect and display controlled funder

information metadata;

• Work with manuscript tracking systems

• Work with production vendors

• Deposit funder and grant info to CrossRef with or after bibliographic metadata deposits

Role of Funders, Authors

• Funders:• Educate grant recipients • Explore ways to use FundRef data and DOIs

• Authors: • Supply accurate funder name(s) and award

number(s)

Stakeholder Benefits

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Researchers Evaluate scholarly content based on standard funding information across publishers

Research Institutions

Track productivity of researchers and funders supporting them

Publishers Track funders supporting journal content

FundersDemonstrate scholarly outcome from expenditures

Public Monitor research spending and outcomes

To Do• Arrange to maintain Funder Registry

(taxonomy of 4000+ funder names)• Finalize Terms & Conditions for publishers• Spread the word

CrossRef

• Plan implementation • Coordinate with vendors (manuscript tracking,

production, online)Publishers

• Assess access paths for FundRef data• Define access and search requirements• Investigate assigning DOIs to grants, proposals,

reportsFunders

FundRef Integration Prototype Implementation•Demonstrate simplicity of workflow integration

•Assure high-fidelity capture of funding agency identity

•Provide for multiple funders per manuscript

•Demonstrate use of interactive identity presentation to users

•Show downstream utilization of captured data

Autocomplete Interactive Data Entry

Candidate list updates as each letter is typed

“Starts with” as

well as embedded

matching

Autocomplete Interactive Data

Entry

Candidate list narrows as more characters are typed

Grant Identity and Multiple Funders

Downstream Access to Captured

Funding Data

Grant information transmitted onwards to publisher production systems, according to agreed XML schemae

Submission Form Question

28eJournalPress Confidential

Auto-Completion• Typing in 3 or more characters display an auto-

complete line

29eJournalPress Confidential

Hieratical Data / Parent Organizations

30eJournalPress Confidential

• Parent Organization's “Short Name” pre-pended

• Can be search string

Configuration Screens

31eJournalPress Confidential

• Staff FundRef configuration screen

• Allows for download of latest FundRef XML file on demand.

• Local database updated to reflect FundRef XML file changes.

Want to know More About FundRef?

Handout available

The FundRef Factsheet with Workflow

Sign up for Webinar: May 9

See FundRef page at:www.crossref.org/fundref

Talk to us

32

I Can Name that Funder in 3 Letters

Name

That

Funder!

Shameless Plug

•All things CrossRef

•Tomorrow, May 6 2013 at 4:15-5:45

•With Rachael Lammey, CrossCheck and CrossMark Product Manager

cmeyer@crossref.org@meyercarol