OSF for Organizations

Hello everybody and welcome. Um as folks trickle in. Um I'll just give uh a couple admin um pointers at the top. Um so if you have questions throughout this webinar um uh my colleagues who are also here will introduce um we'll be able to answer your questions. Please put them in the Q&A so we can make sure we're answering all the questions that everybody has. Um couple other things. The slides um and a recording of the webinar will be sent out to you um if you are a registrant or an attendee. So you should be getting the slides with all the links um and um everything that I say uh in a follow-up likely tomorrow. Um, if you want to introduce yourself just in the regular chat, not in the Q&A, feel free to drop your name and the institution or organization you're coming from. Um, and whether or not maybe you're already a uh subscriber or member to some of our services uh including OSF institutions, registries, preprints or um or you have taken our training. Um, excuse me. Um, one other thing is that um, [clears throat] if uh, there is something that I say that's unclear or um, or you want to follow up and not put it in the Q&A, um, there'll be an opportunity at the end uh, for just some open time for you to to put questions in. Um, I might answer them throughout the course of the webinar. So keep that in mind um, as you're asking questions. Um, and with that, I think seems that the trickling has slowed. So uh we'll um jump straight in. So today what [clears throat] we'll be talking about is how OSF can be leveraged and utilized for organizations and uh institutions. Um and in particular we'll be focusing on um the paid service offerings we have including OSF institutions, OSF registries, OSF preprints and um our group and self-paced training. And I'll just say also that today is really um uh the audience we've built this for is you know research support staff, library administrators, research offices like VPR offices um research integrity officers. But if that's not you and you are a researcher or a PI uh or a student um you might get something out of this also. So don't go away. Um my name is Nadia Ortelt. I'm the strategic partnerships manager at the Center for Open Science. Um, and I'll also say that I work very closely with my colleagues who are here on the call, including Gretchen Gigan, who's our information services and communities manager. She's an amazing librarian. She knows so much about the OSF. Um, and she's here to help answer questions. [clears throat] Excuse me, Ken. Um my colleague Crystal Selenpole is also here who builds out all of our really powerful educational tools and um does a lot of evaluation um and education work um at the center for open science um and in relation to OSF can also answer a lot of questions um and I also have uh our amazing marketing team um Teresa here as well who is helping to run this webinar. [laughter] Okay, so feel free to email us. Um, you'll also be getting these emails in a follow-up, but if you want to jot them down, I'm a great person to talk to if you are interested in a service. If you're already um paying for services or you're with uh affiliated with an institution or organization that pays for services, please reach out to Gretchen, [clears throat and cough] excuse me. Um, and a couple of resources to bookmark even while we're doing this webinar. Um the OSF paid products uh page includes links to um some um marketing pages that kind of give an overview of what OSF institutions, registries, preprints, and training are. Um there's a link here to uh the OSF uh platform um as well as some big changes that are kind of underway right now on the OSF and I'll talk about how those impact our services uh as well. And you [clears throat] can also create a free OSF account if you haven't already. Um just go to osf.iogister. And um I'll be talking a bit as well about our um self-paced paid training um which you can sign up for um as well. And again, you'll be getting these slides with these links, but then just just some flags of some of the things that I'll be talking about. It already [clears throat] only takes a minute to make a free OSF account. Um so I recommend, you know, as you're listening to me talk, if you don't have one, it's helpful to make one. So, we're gonna uh Teresa's going to launch a poll right now. And I'll just wait uh just a minute or two while folks um answer this Zoom poll that Teresa will launch. This is super important. So, I really ask that all of you fill it out. It takes just a minute. Um it's really helpful for us to understand, you know, are are we marketing this webinar to the right people? Are you coming? Um and is this the right place for you? um and are we uh you know leveling the material um in in such a way that it meets your expectations and needs. So please fill this out. It's about your familiarity with the OSF, your familiarity with registrations um and your your kind of role and responsibility at your institution or organization or research group. [clears throat] I'll just take a sip of water while you're filling out So I believe that that poll can kind of remain in the background um while I move on. So I am going to move on and talk give a little bit of um background to uh what we're talking about here today and how the OSF works. So, um you may be familiar with the OSF. It is free for individual users. Um our terms of service um uh require that a user on the OSF is a person uh not an organization or institution. Um so if you are using the OSF in a in an incorrect way where you have a login that is representative of a institution or organization, talk to me. Um but creating an account for an individual is free. Um, and creating and publishing material on the OSF um, is free. So if you want to create and publish a registration, if you want to create and publish a pre-print or for now um, until some changes are made um, in February, you can create and publish a project and that's always free for individuals. Um what we'll be talking about today are the kind of layers that sit on top of that free utilization of the OSF by researchers um which uh aggregate uh affiliate um and help moderate and collect those objects. So, registrations, preprints, um, and projects. Um, and there's a caveat asterisk for projects because, as some of you who are here might know, we are deprecating um, and transitioning um, projects um, starting now and um, with a a hard hard stop in uh, February. I'll talk a little bit about that. But just as [clears throat] a top layer um you know if you are a representative of an organization or an institution um these paid services OSF institutions registries and preprints allow you to work with those published objects that your researchers um uh students uh may be publishing on the OSF or that you may ask to publish on the OSF. So very briefly, OSF institutions is a single sign on automatic aggregation of uh affiliated users, registration, preprints and soon to be archived projects. Um OSF registries is a way to um uh aggregate and moderate OSF registrations in a kind of community operated branded registry. Um and similarly OSF preprints is a way to moderate and aggregate and collect preprints um in a brandable or branded um uh registry of preprints. Um the the benefit of OSF institutions registries and preprints is that as an organization or a discipline disciplinary group or research group, you're able to um brand uh material that you want all in one place. Have it affiliated with your organization or institution and demonstrate to both uh readers and people within your community that you support um uh different open scholarship practices. um uh and open scholarship uh more generally. [clears throat] So, one thing to note up top, it's really important is that OSF projects which were um one of the three workflows on the OSF um that researchers used will be transitioned in early 2027. So, effective February 2027, OSF projects are going to move to a readonly archive state. So no new project can be created after this date. It might be a little bit confusing because I'm going to be essentially talking um from that point in time February uh forward because I we're trying to not encourage people to um utilize the OSF project workflow when we know that it will be transitioned. Um but so that you know today you can publish and create a project or registration or preprint but starting February projects will be transitioned and then moving forward OSF um is a place that we hope um will be a primary repository for registrations of study plans and linked material as well as uh preprints the publication of preprints. And again, if you have any questions as I'm talking, please drop them in the Q&A so that my colleagues Crystal and Gretchen can answer those questions. The thing that you know um is important to keep in mind and part of why we're shifting um from away from uh projects towards uh registrations and study plans is that um the thing that makes us distinctive is that we allow for the publication of a pre-registration with linked um data with linked preprints outcomes and we allow for them to have persistent identifiers um for them to be fair findable and discoverable. Um, and this is different from uh the way in which a lot of other repositories work. And we think that it's um the way that we can work within an ecosystem um of many many other repositories that have um in many cases um uh better and more robust ways of doing things that we will no longer do moving forward in February. Things like sharing uh just data files only within a project, for example. Um so our focus is going to be on the linked OSF study plan record um moving forward and this will impact the the ways in which I'm talking about things like OSF institutions um OSF preprints and OSF registries. >> [clears throat] >> So, first, for those of you that may not be familiar with a registration or pre-registration, um uh this is important because it sort of underlies the paid tooling and um paid infrastructure that we have that sits on top of the free OSF. So, any user again can create a a pre-registration or registration on the OSF. Generally, what a registration is uh is not singular to the OSF. Um it's utilized differentially across disciplines but the general definition is that it's a time timestamped archived record of your research and analysis plan which is created before you start your study. Um and a way to think about it is that pre-registering separates planned from unplanned work and it can improve the quality, transparency and reportability of a study. Um and on the OSF um an a registration or pre-registration is timestamped. it's permanent. Um there can be updates made to it, but you cannot remove a registration from the OSF. Um on the OSF, uh a registration is uh read only. Um it's a snapshot of your study plan. Um you currently can create a registration from a project, although as you recall, you will not be able to do that moving forward in February. You can start a registration from scratch. You can embargo registrations. Um once submitted and made public, the content of a registration can't be edited, although you can make very clear updates. Um registrations are assigned to DOI, they become a part of the OSF registry, so they can be searched and cited. Um if they're uh submitted to a community operated registry, which is what we call OSF registries, and I'll talk about that. Um they'll also be searchable and and findable, but also affiliated with that uh registry. Um this is different than a project on the OSF. Um the words that we use are sometimes a little bit complicated because often research is called a project. But the project object on the OSF, the one which will be deprecated in February is an editable object on the OSF. Um it can be deleted for example unlike a registration. Um a project is a lot more flexible. um doesn't necessarily have to adhere to a template um unlike a registration which um uh requires the the um utilization of a of a template when publishing on the OSF. Um here's just an overview of some of the templates that we have. Um some [clears throat] of them like the OSF pre-registration template is a very comprehensive template for um those who are perhaps publishing a study plan for the first time. It really guides you through a lot of detailed questions about for example study design variables and your analysis plan. Excuse me. But we also have a selection of templates uh for specific research types. Um we have you know generalized systematic review templates which are used by a lot of our users for systematic reviews and scoping reviews. Um if you're interested in that uh we actually um have a webinar which I believe is publicly available where we talk about that. Um we also have a lot of resources around pre-registration um and many templates which may apply to specific disciplines or specific types of research that you're doing. Um you can download any template as a Google doc before you commit to it because again registrations are permanent. So we encourage users to do that. Um uh and uh we will send out um links for you to look at all these templates in a followup. I think also my colleagues might be able to drop one too if you're unable to find it. So what is OSF registries then? So OSF registries is a paid product for organizations or institutions and it provides a branded kind of collection of registrations. So this allows you to have your identity on uh every registration on on the uh page that aggregates all the registrations. It allows you to set your own moderation criteria and scope um and allows for all of um the affiliated material with that registration. So for example, linked projects or preprints to be um traced back to your organization or your institution. Um through registry, you can create a moderation or governance framework um that your community may want to share publicly or just have it uh be an internal framework that's affiliated with submission of registrations to your registry. You can also work with us um to create custom registration templates that ensure alignment with your um editorial frameworks. And I'll say that OSF registries um are utilized by organizations that really want to advertise their commitment to research rigor and transparency. So funders, research communities, um research groups um so you know from really large sizes to very small sizes that are committed to supporting transparency um and research plan sharing. They utilize OSF registries. So in some cases um the implementation of open scholarship policies for a group or a funer is really well aligned with the creation of an OSF registry and um that's a great use case for starting one up. Um, so funders, for example, many of whom have registries on the OSF, may require like that grantees submit an embargoed pre-registration of a study plan that they hope to fund and then their branded registry becomes a place to to highlight, um, all of the research that that organization funds. [clears throat and cough] So, um, a registry gives you again that branded landing page, submission control, and the ability to create custom templates. It allows you to affiliate all of the submissions with your registry and you can also build internal editorial policies um and research policies that are necessary to then moderate your registry and those are up to you. Um so we don't um engage with um sort of like the editorial or like governance of a community operated registry. Um okay so I'll just show you an example of what a registry looks like. So this is a branded registry from a a foundation on the OSF. Um and all of the um 167 registrations within this uh funders registry are funded research projects um that have had their uh study plans um submitted to the registry by grantees. the um the uh funer has its own policy for um moderating and uh allowing for those submitted registrations to be approved. Um and um as part of the registration interface on the OSF, if data or code or materials or uh preprints or supplementary material are linked to that registration, it will show you um within the um the branded registry on uh for each registration whether that material is there. So this is the view that your researchers and the broader community will see once a registry is up and running for your institution. Um um so moving on to OSF preprints is very similar kind of framework. Uh community operated preprint services let an you or your institution or group or community run um a moderated uh or unmodderated preprint service. Um uh the degree of which again similarly to a registry um is internal. So you can create um editorial frameworks for approval of registries uh criteria for approval etc. Um and these research outputs in the form of a pre-print a PDF with metadata um can be shared you know at whatever point um you determine via your editorial policy. So that could be ahead of or alongside formal publication. Um you can connect those preprints directly to registrations to projects as well. Um, so you can keep the full research record uh traceable in one place. Um, and what a pre-print service includes is again a branded landing page. You can have submission control uh via moderation of your service. There's also tiered pricing. So the preprint service is um has a lower uh floor um and it depends on the number of submissions you have on an annual basis. Um I'll talk about that pricing at the end. Um and uh all of the submissions to your preprint service have affiliations. So here's just a couple of examples of types of preprint services. We have um a research group. Um this is international society for the study of emerging drugs. Uh we have an open archive for legal scholarship um which is called the law archive which is actually backed by a number of um legal uh institutions and schools and programs. We also have an example [clears throat] here of a funer um a foundation that uh focuses on a specific um type of research and they have their own uh pre-print uh repository. Um so I'll talk a little bit now about OSF for institutions. So we've talked about um projects which um will be transitioned. We've talked about preprints and we've talked about registrations. Um, OSF institutions aggregates all of that material across your institution in a single branded page. Um, the difference here is that OSF for institutions uses a single sign on. Um, so any user uh or excuse me, researcher from your institution that's already using um, uh, your single sign on can use that to log onto the OSF and any material that they then publish on the OSF. So any new registration or preprint will be automatically aggregated um onto your institutional page and affiliated with your institution. Um, one of the great things that we do um uh as part of onboarding of uh institutions that that um sign up for OSF institutions is that we help provide you with supported materials to um bring on as many researchers to the OSF as possible who might be able to leverage our workflows um and utilize the platform. So there are as many institutions as there are guides um and guidelines for how to use the OSF. Every organization has its own um ecosystem of software tools, repositories internal and external that they use and we try to help you determine if OSF institutions is a good um uh tool and how it can fit in for your students, for your research groups, for your departments. This is an example of a institutional page. So this is the University of British Columbia. Um you can see here that you can um as as a reader um you can see uh and parse by projects, registrations, preprints, files and users. Um and you can also search um uh using OSF search um in the same way that you would just on the OSF general um repository. So it's um uh a branded page. Uh this is automatically aggregated so it does not require the moderation um of a single for example librarian or a research support staff team. Um we can give um uh as many people as you'd like administrative um backend access. Um but this kind of runs on its own after we've set up a single sign on service. Just an example of what the affiliation looks like for different types of objects on the OSF for. So on the upper left hand side here you can see um a project DOI for example and the fact that that specific project is affiliated with UBC with the branding. You can see on the um left uh in the middle there there's an abstract um from a um preprint which is actually in the center of the page here. Um, and this is actually interesting because it has two affiliated institutions, so Princeton and UBC, but it has also been submitted to um our community operated pre uh preprint service archive. Um, so you can see that affiliation in the top left. Um, and the idea here is that we're trying to make a robust fair um uh object on the OSF with with as many affiliations um and persistent identifiers as possible. So, so this can um be found in as many locations as possible both on the OSF and off. Um you can see on the right hand side there, this is just a a selection from a registration which is affiliated with UBC. Again, you can see that affiliated institution um as well as an associated project link um as well as you know some other metadata like licensing um and the registration DOI. [clears throat] So this is um all what happens when you sign up for um an OSF institutional membership is that we set up single sign on for you and we help um uh users understand that they can use single sign on the OSF and then affiliate all of their um public material with your institution. Um it's really important um for creating fair uh uh data and metadata on the OSF both for us and for your institution that institutional branding is not just visual. We also append roar identifiers um on all of the preprints uh projects and registrations that are affiliated with your um uh or published by your affiliated researchers or users. Um and uh the metadata and data that's then affiliated with your institution shows up in data site commons. Uh if your users are linking their orchid records to their OSF account, it's also linked there. Um and that that uh data uh shows up as well in crossref um and in uh any library discovery layers that utilize uh those uh platforms. One [clears throat] of the other great benefits with OSF for institutions is that you can see your institutions's uh user activity in two different ways. One is via a real-time admin metrics dashboard and again we can provide access to as many admins um as you need. Um this shows you information about you know number of users, the number of individual objects like registrations, preprints or projects. Um it can show you public file counts, total storage counts. um uh the number of active users you have, things like that. Um and you can download data. Um you can uh there's a way in which you can um uh engage with users around um data curation. Um and one of the other things that we do is that we have a really hands-on relationship with you. I say we but it's often Gretchen Gigan who has this relationship um with our member institutions and she works to look at longitudinal data. So um what is happening with total page views over time? What are we seeing in terms of downloads of material or the private or public um uh types of data that your institutionally affiliated users are putting on the platform. And we have worked really hard, Gretchen has worked really hard and our whole product team has really um tried to make um the interface for administrators as useful as possible. Um we we've built our dashboard and built OSF institutions to try to be um of utility to research administrators, librarians um and we work really closely with um with our institutions to see if we can build out features that are uh helpful to them. Um our dashboard is a really helpful tool for any kind of evidence for compliance um and accreditation reporting. you can look at um uh search criteria uh via OSF search but also within our dashboard. So looking at things like um you know funder metadata um may be helpful depending on your role um at your institution. One of the things that I think is very important to note um because it's related to some of the reasons why we've deprecated or we will be um deprecating and transitioning projects and why we're having a renewed focus on pre-registration use is that we know that pre-registration can benefit researchers and scholars in a number of key ways and we're really trying to um uh to help institutions and organizations to to build OSF adoption of prior registration um so that you can increase the quality of your research outputs. So this is related to some of those poll questions that I asked at the beginning trying to understand you know whether um it is within your role or remmit to care about research quality um or research integrity or research rigor um because these are questions that um that uh our focus on pre-registration um can can help with. Um, we know that, um, you know, documenting research plans in advance can really provide teams with an opportunity to think more about aspects of the research plan, how they're design, you know, relates to what they hope to learn. Um, memory. So, research studies take a really long time to complete. It's easy to forget important details. When you really document a research plan in advance, there's a record um, so that uh, you're not relying on memory for what was planned and why. Um I think shared understanding is really obvious um between you know internally and externally um you know in collaborations um and credibility. So peer registration can really help avoid skepticism from reviewers um uh transparency um can provide others with insight into your research process um to help you evaluate evidence. Um, and in general, the transparency of the pre-registration helps to increase readers ability to assess the credibility of claims and the evidence that's then used to support those claims. Um, it also makes any kind of deviations from research from the initial plan uh much more clear. Um, and it can really help authors and readers calibrate confidence in the claims that they've made. Um, a very important aspect of pre-registration is that it enables reporting null results. It provides a lot of opportunities for a more reflexive engagement with research practices and in uh a field. So not just as it relates to a research project if pre-registration is you know used appropriately it it has been shown to um uh show uh increases in accuracy of effect size estimates and reduce publication bias. So there are there are real um reasons why pre-registration use and specifically pre-registration use on the OSF can be helpful for um increasing the quality of research outputs. Um we have an entire research team, evaluation team, um education team on the OSF outside of or sorry at COS outside of the OSF. So if you have questions about pre-registrations um and uh pre-registration generally as a concept um please reach out ask questions um send us an email but also we have a lot of training resources which I'll talk about um in a moment. So um we have two types of training um uh that we offer at COS. Um the first kind I'll say is group training. Um we've offered that for many years. Um we can train up to 40 people in a webinar. Um we uh try to often offer a version of this um for every new institution that comes on board just to to get uh at least an initial team or group um uh to sort of understand some of the basics of OSF institutions and the OSF. But we also offer um specific types of uh group training. Um, and if you are an OSF, if you're uh paying for OSF institutions, you get a 25% discount on that group training. Um, that group training, um, there's some links that folks can drop and and in the slides, but the group training, the standard price is $2,800 for 40 people in that group. It's led by Crystal, who's here um, uh, in the webinar. Um, it allows for different types of group dynamics to play out um, in real time in the webinar. synchronous. We also have self-paced training. And that self-paced training allows for individual researchers to um take a course. It's it's we use the uh Canvas LMS. Um they can uh receive badges that they can use on LinkedIn, for example. Um and we have been releasing uh Crystal has been releasing self-paced training modules on Canvas um for for during this year. We're there's a new one that's about to drop within the next month. Um but if you enroll um you can take that course at any time. You can take your time in taking that course. Um and you can also as an institution or an organization buy uh a bundle of licenses so that a group of people can do the self-paced training within your organization. Um right now we have the fundamentals of open scholarship uh pre-registration and registered reports and a data management and sharing course that are available as self-led training. Um uh again, OSF institutions get a 25% discount on group training, but we also have uh various discounts for this year on bundles of self-paced licenses. So, please email us at training@cos.io if you have questions uh about that. So, just some uh costs and pricing to talk about. um OSF institutions is uh the our price for that which includes single sign on a branded uh landing page um administrative dashboard access um metrics uh quarterly metrics as well as real-time metrics dashboard um the ability to uh curate some of the data and material on the platform is $5,000 a year OSF registries which again is a moderated branded landing page um the ability to moderate um submitted registrations is also $5,000 a year. And OSF preprints is tiered pricing based on submission numbers. Um so it starts at $999 a year for up to a hundred submitted preprints a year. Um and our self-led and group training, the pricing is linked on our page, but group training for up to 40 people is $2,800. Self-led training is just $100 per seat um per course. Um if you are part of an institution however or an affiliated institution there's some discounting so please just reach out to us or out to me um uh nadiacos.io. Um if you are already you're here and you're from a subscribing institution you're you uh have an OSF institutional affiliation but you have some questions um please reach out to Gretchen coos.io. Thank you to my colleagues and to everybody who's come to the webinar. We welcome your feedback. Please reach out to me at nadiacos.io if you have any questions about anything we've talked about here. I can also direct you to the right to the right person if you need to talk to Gretchen or Crystal or somebody on our research team or policy team. Thank you very much.