Connecting Authors and Repositories Through SWORD

1. Connecting Authors and Repositories Through SWORD Pablo Fernicola pablofe@microsoft.com Microsoft Corporation

2. Topics • User Experience • SWORD in Context • Article Authoring Add-in • Additional Metadata

3. Scenarios and User Experience • Authors will use the add-in to upload documents from Word 2007 to: • Information Repositories • ArXiv, EPrints, DSpace • Publishers’ online submission process • Institutional repositories • Electronic journal services • Microsoft Electronic Journals Service • With a consistent author experience and infrastructure across repositories and journals • Open formats as the foundation

4. Simplicity

5. SWORD in Context • Content • Digital consumption • Information Repositories and Open Access • Search • Authors • Self publishing/archiving • Publishing • Multiple delivery platforms • Metadata • Semantics over presentation

6. Digital-First Workflows Print Page Layout PDF Author Editorial Archival HTML XML Search Metadata and Semantics

7. Article Authoring Add-in • Add-in for Word 2007 focused on simplifying the authoring experience and publishing process for STM • Provides support for: • Author and article metadata entry • Templates • National Library of Medicine XML formats • NLM article and book formats • Used in PubMed Central and publishers workflows • SWORD and ORE • Version 2 Beta 2 release imminent

8. Authoring Add-in Templates • Created by journals and repositories • Simplify authors’ guidelines and author experience • Extend Word’s dotx files • Can define structure for articles • Required and optional sections • Length requirements • Metadata support • Controlled vocabulary for keywords and taxonomies, and metadata requirements • SWORD submission information • ORE user interface - verbs and file formats • Enable client-side validation prior to submission

9. Typical SWORD Workflow • Author downloads template • Template is applied to document • Author clicks on Upload button • Document is validated against template requirements • Author reviews repository information and metadata • Authentication and license are validated on the server • Document is uploaded • Confirmation dialog presented

10. User Agreement Scenario • Online sites may be governed by user agreements • In addition to an account on the online site, authors may have to accept terms prior to submission • Also accommodates revisions to the agreement • Negotiation steps • If acceptance of terms is required, online site replies with an error (403) • Information encoded in sword:error element • Add-in displays meaningful message to author • Author goes online and accepts terms • Author submits again

11. Supplemental Data • ORE resource map • Data files • Format conversion based on template at the time of upload

12. Another SWORD Scenario • Transfer documents between online services • Replaces FTP • “Business-to-Business” scenario • As part of the peer review process in Microsoft’s Electronic Journals Service documents can be transferred to • Third party providers for value add services • ArXiv and any other SWORD repository for archival

13. Additional Discussions • Docx as a container for SWORD submissions • Efficiency and simplicity • Open Packaging Conventions provide structure to zip container • Images and supplementary material stored in document • Greater use of template validation on the client • Increase importance of semantics in authoring • We welcome your feedback and feature requests