 All right, I think I have my slides shared and excuse me heard a little bit about our communication throughout the day today. And what we're going to be chatting about in this webinar is features on the OSF for talking about discovery in a few different ways. And this particular event is focusing on tracking and reporting fund and research plans and outcomes. So I know I can see just from the chat here that we have a number of funder representatives. I mean, then probably a number of you that are that support funder research at your institution and other in other ways. Now, all of you are welcome and we'll have some things that I think you'll you'll learn here. There is also another webinar next week, I believe, and we could put the date in the in the chat and that one is more focused on that institutional persona but you'll see a lot of connections between all of these. So thank you for joining us today. So you'll be hearing from me today mostly I'm the product manager here at at COS. And, you know, I'm a I'm an open book so my contact info is here if you anything that you see today or seem related to OSF or beyond the OSF please do feel free to reach out to me I'm always in welcoming new communications and contacts and relationships and you can see what I'm all about and my working record there if you like. I'm also joined by a couple of colleagues that are staffing the panel here. Amanda who is running the show. And then Blaine who is a colleague of mine, who's going to help with, you know, following the chat and questions and things. So you can always shoot them notes if you need to, as we're proceeding today. It's best if you throw the questions in that Q&A panel because it's easier for us to keep track of those but as I mentioned we'll use the chat feature on a little bit as well in just a moment. So, what we're going to review today is talk a little bit about how, as a representing a funder from that perspective, how to make the work that you're funding or supporting more discoverable and the same tools and logistics that we mentioned is very relevant if you're supporting from an institutional perspective as well. A little bit about how that same logic works when connecting research across the life cycle. And then we'll tell you a little bit about OSF search features specifically we just have some brand new stuff that only released a few weeks ago that we're super excited about and is very relevant here and to you. You can actually just live jump into the OSF and show you a couple of these pieces and if you there's anything as we're going along here that you want to see. And I can show you live please do just just ask and we'll we'll go through that but all of us, what you're going to see here is public so you can play with it as much as you like on your own as well. Very quickly, if you haven't played with the OSF before or heard of us. A lot of what I'm going to talk about today is just generally really good practices and available features that whether you're using the OSF specifically or, or other tools in the landscape that they're going to apply either way. The OSF is integrating these features because we find them very valuable and best practice and where the OSF stands out in the landscape of many, many, many research tools out there. One we're free and we're open source all of our code is completely open and available. Somebody wants to spin up their own version of the OSF they're welcome to there's a couple of them actually already out there. The OSF running in Japan and one at Los Alamos National Laboratory just as a couple of examples, but this version of the OSF all the things that we're going to talk about today is all connected and open. The, the idea, unlike, you know, a number of the repository tools out there is that the OSF really wants to support researchers across the entire research life cycle all the way from coming up with, you know, their, their study idea and plan. They're publishing and reporting their results. And I think there's a lot of useful features and practices for you that I can share with you today and some of this will be brief but I have lots of resources that we can share with you about these things. If you want to get into them some more. And then the other part that will have a stand apart from some other tools in our space is where, how do we come up with what we build on the OSF. You know, how do we prioritize what's new and what we support over time and really we're driven by the research community this very general idea of the many, many research communities out there, and slightly more specifically these three buckets that we work with. We have members and supporters so we have memberships that use some of our service interfaces that are built on top of the OSF that are for research communities like research institutions and communities that want to group together their research outcomes or pre prints. All of those we have interfaces for, so they are a major stakeholder obviously in the work that we're doing. We integrate a number of tools across the life cycle storage and preservation and citation managers and, and others coming soon so that the technology of interoperability is important to us and we'll see a couple of examples of that. Shortly, and then obviously those that are coming and depositing research and data and coming and using research and data in the OSF that those are major stakeholders for us to and you know we're weighing all of those needs across those communities and you know ideally we find places where lots of those needs and valuable features are going to overlap and that dialogue is how we come up with the priorities for the OSF so we don't just develop tech toss it out and oh well I wonder if that'll work and really is a conversation across these stakeholders to build something they're actually very much want to use and would be valuable in terms of advancing our mission of transparency and openness and science but also their needs as far as their own research cultures and where that you know intersects with making research funded research more valuable is probably a term you hear a lot because it's it's coming up more and more often and especially in the space like yours but just as a as a summary here. One of the expectations across probably a lot of your organizations and the work your funding but elsewhere as well as the data and metadata should be fair and when they say that what they're what they're trying to get at is that the that work should be findable so the discovery that we're really going to get into today is going to cover a lot of that but having identifiers and metadata and indexed in in useful locations accessible so that I can actually get to the things that I find interoperable which we just talked a little bit about and I'll have several examples of and then reusable so I know how I can actually use the things that I'm finding because it has licenses and information about where it came from and how I can use it. And we'll see some examples here but I don't know if I captured any of your organizations that are in the room here in these examples but this is just a couple of of examples that have have you know come up with even just in the last year or so or not that they didn't these organizations didn't already operate and with this space but have made changes and increase their expectations like the the NIH here in the US just this year has set even more data management and sharing expectations which is very exciting in our from our perspective but we know that that can be a little bit you know anxiety inducing from a researcher and those that are supporting researchers because there's a lot that they now have to be accountable for but a lot of the the funders are either are following suit or we're even doing this prior to in the NIH and others making these announcements which is also super exciting. So how do we you know help you with some of this and there's pieces that are very clearly discussed in those compliance policies like having a data management plan that that one is becoming more and more of an expectation across the the funder landscape and researchers are mostly on board with you know what that means and having good metadata whether they understand exactly what that means they understand that they're responsible for it. But then there's all these other pieces that you know might be kind of under the surface could be extremely valuable but maybe you don't seem as clear to the researchers or even to those that are setting these policies that they could make these more of an expectation and it just benefits everything else you know that that is being shared before and after the sort of final outcome of the project and I'll tell you a little bit about some of these here shortly. So let me give you the USF example here and as I mentioned a lot of what I'm going to share with you with the USF example doesn't mean that other platforms aren't doing it because there's some really great work in this space happening in other platforms as well but obviously I'm biased and I think the USF is great and has some really cool tools for you here and as I get into this maybe let's use that chat again and just give me a very brief thought on as I get into how we can make some of your research funding or the funding research that you are supporting more discoverable like when you are supporting right now as a program officer or a similar role or as an institutional support. What's the part that you get to in somebody's project that I call man I have to do this now like where do you get stuck and you're not really finding that you have the resources or it just is very difficult to complete when you have to get to that part of the tracking or reporting or other parts of the research support part of your roles. So if you have some thoughts there just very briefly just chop possible in the chat and we can look at those as I go here. So on the USF we've had a lot of metadata especially at each of our object types and so on the USF we have object types that sort of support different parts of the research life cycle and a couple of these I'm going to share specifically in a little bit for research planning but there are workflows specifically for that that are similar to a data management plan except talking more about your analysis and not just what you're going to do with your data and then also during collaborating and managing during a process a project and then sharing and reporting with pre prints and other tools and what we've done pretty well over time is at that level capturing lots of information to go along with the data that's being shared. So we had data we have metadata for those. We didn't capture a lot at the file level so we knew we needed to do some more work there but there was more opportunities to add some really neat metadata that would support stakeholders like yourselves in the work that you're doing. And so we added this whole new page on those object types that capture some some metadata that we didn't capture before and to some degree the infrastructure may not have been you know prepared for but we're seeing lots of progress and so a couple of examples here is the resource types we use the data site schema and the resource type taxonomy that they've developed, which is a controlled list of that describes the idea being you can describe in just one controlled, excuse me, the vocabulary term. What kind of object is this that I'm referring to so that it's easily filterable by just finding things that are in that resource type. So this isn't a something that I just type in and you know may or may not be useful downstream I actually selected this resource type of collection from the data site list. And then obviously for this audience most critical is you can now on the USF these objects add funding and support information and I'll actually just demo this in a little bit, but critically the we've integrated the cross F cross ref funder registry into this so it's not relying on a researcher that may or may not spell your, your funder that the name correctly so that you have to go and sort that out downstream. They choose from the the API responses from the cross ref funder registry, their funder. And then we include that identifier in the metadata for this object so once you are querying that identifier, you are going to get that object if I've selected your funder and not have to, you want to sort that out later. So we're really pleased with that addition and you could add some other, you know, a grand identifier or other information in there as well. If you use those, but critically having that funder data as an identifier was really critical from our perspective. And so just summary of some of the other things that we've, we have here in this metadata that's available is we are mostly for anything that data site has a schema in the schema has something that can support it, we will use the data site in the schema and that consistency is really helps with not just when we submit things to data site from the OSF but also consistency a lot across lots of repositories, especially with data but other object types as well that are similarly submitting creating this metadata so it makes it a lot easier on your side to search for specific things because you can use exactly how it's set up by data site instead of by many, many different controlled tabularies and schemas. So we use controlled lists for those resource resource types and the funders that I mentioned, but also licenses, the subjects disciplines that the work is in dates, authors. There's no free text entry of authors on the OSF that are associated with profiles, and that goes for their affiliations as well so if you use some of those member interfaces that I mentioned earlier for your institution, you can add affiliations to the author can add their affiliation to their work. And that affiliation comes with the institution's ROR ID, which is the research organization registry if you have not familiar with that. And we submit that to data site as well so that same logic of being able to just query that ROR ID and find everything that's been affiliated on the OSF and elsewhere. So one of those compliance areas that's really critical as we mentioned earlier is that the expectation now is that not just the specific work that you're supporting but also the repositories and other tools that you would sort of point your researchers to is going to be pit ready so that they have identifiers that are interoperable with their systems as speaking from the funder perspective but also other systems across the research life cycle and I'll show you specifically some examples of this in a moment. We have a lot of this going on in the OSF already so we have DOIs for the objects themselves. We have working IDs collected and associated with users and their profiles, ROR IDs for those affiliations, institutional affiliations and then the cross ref funder registry for the funders. Just very recently it was announced that the cross ref funder registry is going to start sunsetting over the next year or more and the ROR ID is actually going to take over that function of representing the identifier for a funder. So we're already prepared for that when that's ready to switch over because we already used the ROR IDs for institutions so OSF is well prepared for that change. That's not something you have to like worry about right now if you're a funder but something to think about before too long making sure you have a ROR ID and you can send me an email I can help you with any of that if you're not sure. And then being able to connect all of these various pieces across the research life cycle and I'll show you some of that too in a moment. We also created a profile of how all of our metadata works together on the OSF. So if you really wanted to dig in on what kind of metadata we enabled for all of our object types in the OSF and how do those relationships match together within the OSF and elsewhere. We have that all defined and maintained in our application profile and you can add a lot of this metadata now even at the file level. We don't mint DOIs for specific files only of these containers but you can add resource types and other specific information to those files. And then we document all of this too because all of these cool features are only as useful as the user can actually get in and take advantage of them. So we have lots of documentation on how to use our metadata features and then we will prompt users to take advantage of those including if you might have had research that you submitted to the OSF years ago. But if it was supported by the NIH like in our example earlier you can go back and add that now and we will prompt those users to do so. And you can do the same thing if you have researchers that are using the OSF you can have them go and add those funder information to their work already. And where that interoperability part comes in is that if everything just went into the OSF and stayed there the utility is somewhat limited but it's not just staying in the OSF. It's interoperable across the research landscape. So just in this example here is one OSF project and we can see we have a contributor here that has an ORCID ID. We have data site resource types that were filled in. We have a funder in this case NIH and even some award specific award information that was submitted. And when a DOI was minted for this object and was all sent to data site on the data site here we can see the some of those specific fields like the license information and the language and the object types that were submitted from the project. We can see the ORCID ID and the profile the author information. We can see the institutional affiliation here and that the funder ID for NIH that was submitted as the funder. So all of that now is all captured in data site and those relationships could be indexed here and elsewhere just because Nicole in this case filled in that metadata on the OSF site. She took maybe a minute and a half to go fill those in. Now all of those are getting picked up. Those metadata are getting picked up on the data site side. She's also synced her ORCID record with data site. So now that's getting pushed into her ORCID record as well. So again she took 30 seconds to set that sync up and now she doesn't have to worry about it. All of the stuff that she submits on OSF and gets a data site DOI is going to sync to her ORCID records. Lots of time saved in terms of maintaining what her activity is on her ORCID record, which then could get pulled into other systems as she's submitting for new grants or new publications. So there's a lot of value there. And then back on the OSF side, even just a search preview, which is what we're seeing here, all of those metadata items, those really critical pieces like the funder and what the resource type is and the license all of that. You can see without even having to open the whole thing up as a search result. You can just quickly see these and I'll show you a little bit more on the search here in a minute. And I just plugged in this video here because this is just a really quick way to see exactly described. You know, when a researcher submits content to us, they have a funder information that they're submitting to us, their institutional information they're submitting to with their OSF content. We meant to do I would data site that includes all of that information. And then once that is minted that gets is available now across the landscape including by querying those were IDs from the institution and the funder ID from the funder in this case, NIH, as well as possibly many, many other pieces of metadata that they could query. So that's just a quick look at the same. Oops, let me skip that slide here. That same process and then what I wanted to talk about just for a minute is, you know, that's just one example of an OSF object being connected to lots of other things externally, but one of the things we want to enable on the OSF. If we remember this image here about the, the life cycle is that we don't want you to just, you know, wouldn't want to enable only just one part of that research, like your, you know, research final report or your data that's deposited on the OSF. And you connected all this stuff that's really great. But what we also want to enable for you if you want to use them analysis, you know what you intend to do with your analysis and your samples and your hypotheses, all of that. You can submit that with all of this metadata and then associate it with your collaboration and data management, and then your initial sharing like a pre print or other outcomes, and then a report that you're submitting to your funders. We want you to be able to link all of those together really easily too. And all of that you could do right now in the OSF and you could do it from other platforms as to associate those resources together. So you don't have to use only the OSF it's not one or the other, but we want to be able to connect all of those for you in the OSF so that's part that we're really interested in continuing to improve us all the way from planning to that report final report you might get as a funder from your fund these make it really easy for those all be connected and you're just getting, you know, one identifier that you can then follow and see all of the pieces that you need. So there's no manual tracking down by trying to find citations of your funder in a paper somewhere and free text. We don't want you to have to do that anymore. So just have identifiers that you can just track down very quickly and get your results so OSF is here to support you if you're if your fundees will submit that metadata and just just a little bit about that research planning part. And this is a term you may see flying around and I want to maybe demystify this a little bit. So the data management planning as we mentioned earlier is an expectation now so that you submit early on in your research process even as you're submitting your proposals, where's my data going to go, how am I going to share it, what's the policies of the repository that I may be choosing and that's part of the process that a funder would review with the potential project but there's all of these other things about research planning that you know is not really taken into account in those steps but could be really valuable especially when you think about connecting all of those pieces together with an outcome down the road. And so a pre registration is that idea is that instead of a data management plan this is your study management plan what are all the other things that you need to consider and could we're you know document. So this is a time stamped version of your research plan that you submit and then you can make updates that you justify later, but it has a time stamp, it will be public, eventually, you can embargo it for up to four years but the idea is that that always eventually is accessible. So by publish my paper years later, I can also include my research plan and any other details from my funder or other supporters. And now I could see what happened at the beginning and at the end at least of a research project so that's part of that connecting those things together. So telling that story, the pre registration feature is where the OSF is trying to enable that planning part of the story. And there's some, you know, very research practice specific reasons to do that. And we see sort of publishing trends that are, we'd like to disrupt only because we see that as not being conducive to transparent and positive research practices. And so if we increase the expectations that things like this they don't have to be pre registration exactly but having research plans be available and transparent. We do more of that or we have that be more of an expectation then we see some of those trends and publishing and tenure and promotion. Start to shift a little bit to favor transparency and and having your results be shared whether they are exactly what you thought they were going to be or or seem valuable at the moment. You know, we want those to be shared out of the file drawer, as we say, rather than them then going away and I'm sure as a funder. You would feel the same way that you don't want just results be shoveled away because they weren't exactly what was, you know, hypothesized in the initial proposal so that's really the the goal here with pre registration and then enabling those connections across the life cycle. We obviously need an object for them to connect to and that's pre registration for us. So yeah quickly tell you a little bit about the discovery stuff and I'm going to show you how this works live, because I think there's some benefits you can take advantage of right now as a funder with OSF search. So things we just added over the last few weeks is obviously the having a text matching is is a critical features we've made that even better in our OSF search and have some wild cards that have come to be expected by those that are searching for research so those you probably would expect to see in research search databases, but some really cool stuff that we've started to add is you can filter by those OSF content types which, you know, more or less map to where and the research life cycle they are representing. And then those filters on the identifiers for the funder most critical to you and the affiliated institutions. You can filter by those member interfaces that we talked about before which makes their work more discoverable and those match. Pretty closely to either their the institution or that just general research community they're they're representing so very useful filter. And then those relationships to other objects connected data papers and code. You can filter to only have results that have those relationships already connected to those OSF objects so millions of combinations and all of this. And what I'll show you here in just a moment is how you can use some of those for some of your own just, you know, at a glance reporting purposes. So let me just exit this and go to this is an example of an OSF project obviously not the most formal in the world since this is about our lunch menus in the office but I choose this one just because not going to disrupt anything by demonstrating just a feature here and this is our funder registry, the the picker for the funder. And I think I saw earlier that we had some representatives from any help I can spell from the Templeton foundations. And so just as a researcher I might not know exactly what the name of the the funder is or how they want to refer to themselves but I know it's one of these temptants. And so I start a type ahead here, and then I can choose exactly which one I want associated with my with this project so which, which of the Templeton foundations is supporting my work there's thousands of funders in here. And if yours isn't in there just let me know I can help you get that set up. And then if I were to complete this and fill in the funder and other information if I have it. Now that's all going to be reportable and discoverable both here on the OSF and elsewhere that gets that is indexing OSF content like data site. So that's how the funding information gets added it takes a few seconds as you see there. So prompting your, the folks that you fund, as well as, you know, we continue to prompt our users to go and fill those in. The burden is very low. So we're really hoping that we can continue to have more and more funder information added over time. And then the other benefit of that information getting added is you get to use it as a funder. This is all public information this is our public search page here on the OSF, and you can filter by the funder information that's already added to OSF content. And if you're is that we just grabbed the top, you know, 12 or 15 in this first list here but then you can choose specifically your funder. And that same, it's using the same identifiers from the information I was entering on the project level there. So now if I just want to see what's on the OSF that's public and is funded by the john temple foundation, I can apply that filter, and I've got exactly those results. So if I'm representing the foundation here, I can get a very quickly I can get a look at what is already on the OSF and has the identifier added to it. And so if that's an expectation and I have of my of the researchers on funding and Andrew said he was going to deposit his things and make it public and have the identifiers on on the OSF. I can verify that in in 10 seconds, whether he's done that already. And then if you want to take advantage of more of those additional filters, like which provider. One of those community interfaces they might be submitted to or which licenses they've put on it, which disciplines they've included. Many others that just the Templeton any of the Templeton projects haven't added some of the other relationships here. But if they had all of those filters would also be available. Then you can see the badges here which represent whether they've connected any of those additional resources just out of glance you can see those. There's the search previews that we mentioned before. So just in a few seconds I've gotten a quick understanding of what I have supported from the john Templeton foundation in this case. That is on the OSF and is public and can review these and you know determine if the expectations have been met that I have put on my fund ease that have determined they want to use the USF so we're really excited about how easily easy that is for you or folks like you to take advantage of and if there's feedback for us and how we can make that even easier or have things that can map closer to what your specific policies are. Then we do want to talk to you about that. So certainly come and send us a note. Before I get into just Q a time here. One of the things I do want to mention is some upcoming work that we have for additional metadata. So we're going to integrate a tool called the CDAR embeddable editor and and what the CDAR tool does already is you can go to their workbench and for your specific research community. And then as complex a metadata schema as you need to describe the data or other output type that you're submitting to a repository. And the value there being that that could be very different than the some of the general metadata items that we're collecting on the OSF currently. What we'll do is enable researchers to go to that same metadata page and then actually load up one of those very specific templates fill in that schema. And then we put those those responses into that same metadata page and some of the discovery works differently than our default metadata would. We do want all of it to be findable and readable along with that OSF object. So we think this is really valuable tool for folks like yourselves that fund within specific disciplines that the sort of default metadata doesn't get to everything that you would want to see this would enable that. And we expect this work to be released early next year. And again, with, we'd love your, your feedback, if you have some thoughts there so as I wrap up and get into some questions I see some questions already piling in. None of what you know I got into today is you as a funder or the researcher support roles, you don't have to take on all of that all at once. Obviously things have you never heard of it before like pre registration. But taking on some of this, a lot of the funders are already doing things like the, the identifiers, we just want to support you there. And if moving into more of these other spaces is something you want to do. We really want to enable that for you and help you do that. But the where you are is where we want to support you. Like, if you're not doing everything that I mentioned that, you know, I don't want to associate with you because that's not clue that's not the case at all I really want to work with you wherever, wherever you are in your policies and research support. So come and talk to us about any of this at all, would love to hear from you. So I'll leave this sort of resources page here open while I jump into the chat and QA here. Christo submitted a question how to comply with data that can be open access but is under an IRB that should be clean of identifiers. Yeah, good question. So there are repositories that, especially when you get into like participant data, things like that. That if you've described what your cleaning process is and it's still needs to be in a HIPAA compliant environment, the OSF is not that. So as much as I want you to come and use the OSF that I would tell you to ask your institution or other resource, what do you have available that is HIPAA compliant for submitting that work because you wouldn't want to submit it to the OSF. Now if you've made as part of your process that that cleaning is really going to do to remove all of that kind of critical information and it can be in a repository generalist repository like the OSF. Certainly that would would be an option but I think you would probably want to talk to your library or research to support to see where your project falls on what you've committed to you and and what's going to be shared. That's helpful. Christo actually has another question here. Recognize standards for metadata with double core and implications for institutional repositories. That's great question and that's exactly what the application profile is is prepared to answer for you I can actually grab this link for you because it's all it is all public. Our application profile and it in that profile tells you which of the sort of metadata taxonomies and schemas that that's we have gone with for our, you know, each of the relationships and then what that maps to as far as the standards. I mentioned there's a lot of mapping the data site schema and practices, but there's others in there that you'll see double core and other associated standards. So this is probably, oops, menu here. It's a resource that you want so many. I just send it. It's in the QA with the Christos question I'll put it in the chat here too. And we maintain that on the product team. So if you have any questions about this at all we have a metadata expert who is a librarian on our team specific and part of her role is maintaining this profile. And she would love to talk to you if you have questions or suggestions on that so please do reach out to us we would love to love to talk to you about any questions or thoughts you have there. Are there any slides being shared after. Yes, absolutely. We will share the slides, the recording, and then a number of the resources that we refer to or we share in the chat, all of those will get shared in a in an email follow up that will come out in the next day or two. So keep a lookout for that. And that, you know, we don't have to stop our conversation there. If you do want to continue to have, you know, want to meet with us and talked about some of the things you're working on as a funder or as an institutional rep. We would love to do that so please do you follow up on that email or just shoot me a note personally and be happy to set that up. But yeah, you will definitely get feedback, or you will get a follow up in the next few days. We got a question in the chat if I recall correctly days like metadata scheme is based on double core. I don't remember exactly which part. But there's a lot of the of the fields where that makes perfect sense to map it to to existing standards like Dublin core there's also some things that data sites trying to do that don't map to an existing standard so they sort of become the de facto standard for some of those, particularly when we're talking about relationships with other object types. So that you would see that in the metadata profile that I linked in in the chat, where some of those might diverge. But yeah, you'd see a lot of relationship between the date of Dublin core standards and data site and others of Dublin core being a very valuable standard. Alright, we're on low on time any other questions or things I can show you have a request to be happy to look at it with you. Let me put the link to the search if you want to just play with that. So I mentioned all of this is completely open to you. One thing I'll actually release in the next week or so is if you were to set one of those filters so you know if you're representing the NSF, you could set this funder filter up, and then, you know, any of these other additional filters stack them up as needed so if I only wanted data sets that were funded by the NSF and have a CC for license. For example, if this was my critical intersection that I needed to be reporting on as an NSF was one of the program officers. There will be a URL right now you'll see this URL hasn't changed as I've added filters, but that next release over the next week. Each time you add a new filter will update the URL so you just, you know, complete the filters you want copy the URL, and you just kind of put it in your notes. Each time you needed to see those updated results you just click on that URL, you'll put the same filters in and update the results. So again, in a second you'd be able to see what kind of uptake you've seen with funded by NSF is data set has this license. Just by clicking that link. So we think that'll be really useful for you and others. Excuse me, I'm having that as a resource. Let's see any other questions come in. But thank you for joining us. And if you have other questions or requests or things you want to chat with us about please do reach out to me and to our team. Love to hear from you and talk to you so thanks again and if I see again next week for the the next webinar. I'm excited to have you for that one as well. All right, thank you again.