The panel will focus on a pilot project to ensure that all stakeholders understand the services and infrastructures to be included in the DMPs by the granting councils and CFI.

1. Aligning Repository Networks
Kathleen Shearer, Executive Director,
COAR

2. About COAR
• Confederation of Open Access Repositories
(COAR)
• Launched in 2009
• Over 120 members from 35 countries on 5
continents
• COAR Vision: A global knowledge
infrastructure, based on worldwide networked
open access digital repositories
• Strategic and pragmatic activities
Kathleen Shearer – CASRAI – COAR Aligning repository networks 2

3. Open Access has arrived!
G8 Science Ministers Statement

4. Research is global!
4

5. Research is global!
Kathleen Shearer – CASRAI – COAR Aligning repository
networks

7. But these repositories must become
a network
10/06/2014 Kathleen Shearer – CASRAI – COAR Aligning repository
networks
7
The full potential of digital content, stored on
thousands of repositories around the world can
only be exploited once they are connected.

8. While I am convinced that OA is
the future, I’m not completely
sure whether it will be a
“research-driven OA”, or a
“publishing-driven OA”. Both
scenarios are still possible, and
the way in which we will
transition and implement OA will
make a world of difference (Eloy
Rodrigues, U Minho)
Global challenge is to build
inclusive and participatory
models of OA, if we want to
have research without borders
in the form of a shared
ecosystem of digital
repositories (Dominique
Babini, CLASCO)
The Green Road introduces
competition into the system and
will act as an important
deterrent to arbitrary price
increases by publishers
(Kathleen Shearer, COAR)
“Openness is not simply about gaining
access to knowledge, but about the
right to participate in the knowledge
production process, driven by issues
that are of local relevance, rather than
research agendas set elsewhere or
from the top down” (leslie Chan)

9. We are moving from “Big science” to
“Networked science”
Kathleen Shearer – CASRAI – COAR Aligning
repository networks

10. Current Repository Landscape
• Regional Networks: OpenAIRE, La
Referencia
• National networks: SHARE (US), Australia,
Canada, China, Japan, UK, etc.
• Topical and disciplinary networks: PMCs,
World Bank, others (?)
Existing networks are being developed
based on different requirements, metadata
standards and vocabularies
Kathleen Shearer – CASRAI – COAR Aligning repository
networks
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11. Latin America
Kathleen Shearer – CASRAI – COAR Aligning repository
networks
LAREFERENCIA
RED FEDERADA DE
REPOSITORIOS
INSTITUCIONALES DE
PUBLICACIONES
CIENTÍFICAS
11

12. OpenAIRE
• Slide OpenAIRE
Thanks to Donatella Castelli, CNR
Kathleen Shearer – CASRAI – COAR Aligning repository
networks

13. United States
SHared Access Research Ecosystem
Kathleen Shearer – CASRAI – COAR Aligning repository
networks
Thanks to Elliot Shore, ARL

14. China
• China
Thanks to Xiaolin Zhang, CAS
Kathleen Shearer – CASRAI – COAR Aligning repository
networks
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15. Aligning Repository Networks Meeting
Rome, March 2014
Kathleen Shearer – CASRAI – COAR Aligning repository
networks
15
• Paul Ayris, LIBER (United Kingdom)
• Donatella Castelli, OpenAIRE (Italy)
• Carmen Gloria Labbé, LAReferencia (Chile)
• Norbert Lossau, COAR (Germany)
• Rick Luce, SHARE (USA)
• Natalia Manola, OpenAIRE (Greece)
• Katharina Mueller, COAR
• Brent Roe, CARL (Canada)
• Eloy Rodrigues, COAR (Portugal)
• Kathleen Shearer, COAR (Canada)
• Judy Stokker, AOASG (Australia)
• Marta Viragos, COAR (Hungary)
• Tyler Walters, SHARE (USA)
• Xiaolin Zhang, CAS (China)

16. Why Align Repository Networks?
• To create a seamless scientific infrastructure that
supports the needs of researchers at the global
level.
• To provide evidence to national funding bodies
and governments that local and regional service
are being developed in parallel with international
activities.
• To provide uniform information to governments
and funding agencies about the impact of open
access policies.
• To avoid duplication of work across networks
and enable cost synergies in areas of common
interest. Kathleen Shearer – CASRAI – COAR Aligning repository
networks
16

17. Why Align Repository Networks?
And, to demonstrate are a
viable, sustainable solution for
open access!
Kathleen Shearer – CASRAI – COAR Aligning repository
networks
17

18. How can repository networks be
aligned?
• Political level: high-level coordination that raises
the visibility and strengthens legitimacy of
regional networks.
• Technical level: adopting common set of
interoperability standards to ensure that content
can be aggregated across networks, facilitating
discovery, re-use and the development of value
added services.
• Service level: common approaches to service
adoption that would be of interest at the global
level (e.g. common usage statistics across
regions).
Kathleen Shearer – CASRAI – COAR Aligning repository
networks
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19. Strategic level
Statement about Embargo Periods
May 14, 2014: “We endorse the policies and practices that
enable Open Access – immediate, barrier free access to and
reuse of scholarly articles…
Embargo periods dilute the benefits of open access policies
and we believe that, if they are adopted, they should be no
more than 6 months for the life and physical sciences, 12
months for social sciences and humanities.”
Kathleen Shearer – CASRAI – COAR Aligning repository
networks
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20. Services level
• Share best practices for research data
management
• Promote the role of repositories in the
research evaluation system
• Identify sustainable models to support
global services that are of value for the
repository community (OpenDOAR,
SHERPA-ROMEO, etc.)
Kathleen Shearer – CASRAI – COAR Aligning repository
networks
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21. Interoperability Level
• ORCID IDs
• persistent identifiers
• common vocabulary elements for embargo
periods, access and re-use conditions, funder
IDs, project IDs
• common approaches to usage data
• protocols that enable data exchange and
cross-system transfer
Kathleen Shearer – CASRAI – COAR Aligning repository
networks
21

22. Interoperability
• On June 23, COAR organized a meeting with
major repository networks to review
metadata elements and identify differences.
• All agreed we should continue the discussion
and adopt a more formal process for making
progress towards interoperable standards
Kathleen Shearer – CASRAI – COAR Aligning repository
networks
22

23. COAR-CASRAI Working Group:
Open Access Interoperability
• COAR (Convener)
• Jisc (UK)
• La Referencia (Latin America)
• OpenAIRE (Europe)
• SHARE (United States)
• CASRAI (International)
• EuroCRIS (Europe)
• Soon- Australia
Kathleen Shearer – CASRAI – COAR Aligning repository
networks

24. Use Cases
• I want to find all of the publications that
came from a collaborative international
research project
• I want to find all of the publications that are
produced by my institution
• I want to build a discovery layer on top of all
open access publications to create a subset
of those publications in a specific area
• Others…
Kathleen Shearer – CASRAI – COAR Aligning repository networks
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25. Thank you!
Kathleen.shearer@coar-repositories.
org
Kathleen Shearer – CASRAI – COAR Aligning
repository networks