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Crossref
Best Practice Ed Pentz
Executive Director
Best practice is the
foundation for everything
Crossref does
And the key to Crossref
fulfilling its mission
Crossref DOI Display Guidelines
• What is this?…..
•doi:10.1666/09-114.1
• Incorrect way to display a Crossref DOI in any circumstance
Crossref DOI Display
Display Crossref DOI as a URL on…
response page
(required)
TOCs, abstracts, PDFs,
citation downloads,
metadata feeds, social
media links
http://www.crossref.org/02publishers/doi_display_guidelines.html
Crossref DOI Display
•http://dx.doi.org/10.1666/09-114.1
•http://doi.org/10.1666/09-114.1
Take home message
DOI:
doi:
Best practice: complete metadata
Basic citation metadata:
• author(s)
• journal title
• article title
• volume
• Issue
• page numbers
• publication date
• book title
• chapter title
Additional metadata for maximum
benefit:
• references
• funder ID and grant number
• authenticated ORCID iDs
• licenses (embargoes)
• full text URL for TDM
• CrossMark metadata
• abstracts
Crossref is now….
• Metadata source on compliance with funder mandates -
Crossref has extended the metadata it collects and its APIs
to enable funders, institutions, publishers and researchers to
track compliance with mandates
• Solution to the problem of bi-lateral relationships -
Funders will need to track outputs from thousands of
publishers and publishers need a standard and efficient way
to demonstrate conformance to thousands of funders. All
spanning disciplines, institutions, geographies and
jurisdictions.
Crossref has….
• Updated the metadata it collects to be a central source of
standard, authoritative metadata to track outputs of research
- it’s NOT just funding information but also licensing and full
text links and other information
• Updated the Crossref API (http://api.crossref.org/) so that
funders, institutions, publishers and researchers can all use
the same metadata to track a wide range of scholarly content
• This only works if publishers supply the appropriate
metadata and follow the specified metadata deposit
workflows.
Update metadata and URLs
• There are no charges for updates
• Acquire a title from another Crossref member?
• DO NOT create new DOIs for existing content
Actively manage Crossref interactions
Reports:
Recurring reports:
• Resolution Report (email)
• As-needed reports:
• Conflict
• DOI Error Report (email)
• Schematron Report (email)
Always available:
• Depositor Report
• Status Report
• Go-live report
• Title list
Tools:
• XML Parser
• Test system: http://test.crossref.org
• Deposit Harvester
Pay bills
• Annual membership - calendar year - invoice sent in
December for upcoming year
• Quarterly Deposit billing - all deposit activity from previous
quarter
• Send any changes to contact information to
info@crossref.org
Where to find help
• Help docs: http://help.crossref.org
• support@crossref.org
• or visit http://support.crossref.org
• Webinars -
• http://www.crossref.org/01company/webinars.html
Best practice is the
foundation for everything
Crossref does
And the key to Crossref
fulfilling its mission
Thank
you!

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Ed Pentz: Crossref Best Practice #crossref15

  • 1.
  • 2. Crossref Best Practice Ed Pentz Executive Director
  • 3. Best practice is the foundation for everything Crossref does And the key to Crossref fulfilling its mission
  • 4.
  • 5. Crossref DOI Display Guidelines • What is this?….. •doi:10.1666/09-114.1 • Incorrect way to display a Crossref DOI in any circumstance
  • 6. Crossref DOI Display Display Crossref DOI as a URL on… response page (required) TOCs, abstracts, PDFs, citation downloads, metadata feeds, social media links http://www.crossref.org/02publishers/doi_display_guidelines.html
  • 8.
  • 9.
  • 10.
  • 11.
  • 12.
  • 14. Best practice: complete metadata Basic citation metadata: • author(s) • journal title • article title • volume • Issue • page numbers • publication date • book title • chapter title Additional metadata for maximum benefit: • references • funder ID and grant number • authenticated ORCID iDs • licenses (embargoes) • full text URL for TDM • CrossMark metadata • abstracts
  • 15.
  • 16. Crossref is now…. • Metadata source on compliance with funder mandates - Crossref has extended the metadata it collects and its APIs to enable funders, institutions, publishers and researchers to track compliance with mandates • Solution to the problem of bi-lateral relationships - Funders will need to track outputs from thousands of publishers and publishers need a standard and efficient way to demonstrate conformance to thousands of funders. All spanning disciplines, institutions, geographies and jurisdictions.
  • 17. Crossref has…. • Updated the metadata it collects to be a central source of standard, authoritative metadata to track outputs of research - it’s NOT just funding information but also licensing and full text links and other information • Updated the Crossref API (http://api.crossref.org/) so that funders, institutions, publishers and researchers can all use the same metadata to track a wide range of scholarly content • This only works if publishers supply the appropriate metadata and follow the specified metadata deposit workflows.
  • 18. Update metadata and URLs • There are no charges for updates • Acquire a title from another Crossref member? • DO NOT create new DOIs for existing content
  • 19. Actively manage Crossref interactions Reports: Recurring reports: • Resolution Report (email) • As-needed reports: • Conflict • DOI Error Report (email) • Schematron Report (email) Always available: • Depositor Report • Status Report • Go-live report • Title list Tools: • XML Parser • Test system: http://test.crossref.org • Deposit Harvester
  • 20. Pay bills • Annual membership - calendar year - invoice sent in December for upcoming year • Quarterly Deposit billing - all deposit activity from previous quarter • Send any changes to contact information to info@crossref.org
  • 21. Where to find help • Help docs: http://help.crossref.org • support@crossref.org • or visit http://support.crossref.org • Webinars - • http://www.crossref.org/01company/webinars.html
  • 22. Best practice is the foundation for everything Crossref does And the key to Crossref fulfilling its mission

Editor's Notes

  1. Good morning - I’d like to welcome everyone here today. It’s great to see so many people. We’ve got a great agenda of workshops and case studies today followed by the main annual meeting tomorrow. But the other thing I want to mention is that the Crossref staff are here so please take the opportunity to talk to them and ask them questions during the workshops but also during the breaks and lunch. The has always been the idea of what constitutes Best Practice for Crossref but over the last couple of years ‘best practice’ for Crossref has been changing
  2. talk about best practice from a strategic point of view as well as diving into some specifics. one side of best practice is correct XML formatting, correct and complete metadata and issues that we talk about a lot. But all the services that Crossref offer depend on our members following best practice - and this is the key to Crossref fulfilling its mission. Now you may have noticed Crossref has a new logo - which is fantastic - but we’ve also given a lot of thought to how we describe Crossref and how to simplify it.
  3. Best practice enables all of this.
  4. DOI: history - early days of the web and http: there’s was gopher, FTP, was
  5. Best practice is not about what is optional and required but about what will provide maximum benefit for Crossref members, Crossref itself and the wider scholarly communications community.
  6. talk about best practice from a strategic point of view as well as diving into some specifics. one side of best practice is correct XML formatting, correct and complete metadata and issues that we talk about a lot. But all the services that Crossref offer depend on our members following best practice - and this is the key to Crossref fulfilling its mission. Now you may have noticed Crossref has a new logo - which is fantastic - but we’ve also given a lot of thought to how we describe Crossref and how to simplify it.