Blog

Looking back over 2024, we wanted to reflect on where we are in meeting our goals, and report on the progress and plans that affect you - our community of 21,000 organisational members as well as the vast number of research initiatives and scientific bodies that rely on Crossref metadata.

In this post, we will give an update on our roadmap, including what is completed, underway, and up next, and a bit about what’s paused and why. We’ll describe how we have been making resourcing and prioritisation decisions, including a revised management structure, and introduce new cross-functional program groups to collectively take the work forward more effectively.

The Crossref2024 annual meeting gathered our community for a packed agenda of updates, demos, and lively discussions on advancing our shared goals. The day was filled with insights and energy, from practical demos of Crossref’s latest API features to community reflections on the Research Nexus initiative and the Board elections.

Our Board elections are always the focal point of the Annual Meeting. We want to start reflecting on the day by congratulating our newly elected board members: Katharina Rieck from Austrian Science Fund (FWF), Lisa Schiff from California Digital Library, Aaron Wood from American Psychological Association, and Amanda Ward from Taylor and Francis, who will officially join (and re-join) in January 2025. Their diverse expertise and perspectives will undoubtedly bring fresh insights to Crossref’s ongoing mission.

The meeting started with a recap of our mission and priorities. Ed Pentz reiterated the Research Nexus vision of increasing transparency of the connections that make up the scholarly record and underpin the research ecosystem.

Background

The Principles of Open Scholarly Infrastructure (POSI) provides a set of guidelines for operating open infrastructure in service to the scholarly community. It sets out 16 points to ensure that the infrastructure on which the scholarly and research communities rely is openly governed, sustainable, and replicable. Each POSI adopter regularly reviews progress, conducts periodic audits, and self-reports how they’re working towards each of the principles.

In 2020, Crossref’s board voted to adopt the Principles of Open Scholarly Infrastructure, and we completed our first self-audit. We published our next review in 2022.

In June 2022, we wrote a blog post “Rethinking staff travel, meetings, and events” outlining our new approach to staff travel, meetings, and events with the goal of not going back to ‘normal’ after the pandemic. We took into account three key areas:

1. The environment and climate change
2. Inclusion
3. Work/life balance

We are aware that many of our members are also interested in minimizing their impacts on the environment, and we are overdue for an update on meeting our own commitments, so here goes our summary for the year 2023!

Metadata is one of the most important tools needed to communicate with each other about science and scholarship. It tells the story of research that travels throughout systems and subjects and even to future generations. We have metadata for organising and describing content, metadata for provenance and ownership information, and metadata is increasingly used as signals of trust.

Following our panel discussion on the same subject at the ALPSP University Press Redux conference in May 2024, in this post we explore the idea that metadata, once considered important mostly for discoverability, is now a vital element used for evidence and the integrity of the scholarly record. We share our experiences and views on the metadata significance and workflows from the perspective of academic and university presses – thus we primarily concentrate on the context of books and journal articles.

For the third year in a row, Crossref hosted a roundtable on research integrity prior to the Frankfurt book fair. This year the event looked at Crossmark, our tool to display retractions and other post-publication updates to readers.

Since the start of 2024, we have been carrying out a consultation on Crossmark, gathering feedback and input from a range of members. The roundtable discussion was a chance to check and refine some of the conclusions we’ve come to, and gather more suggestions on the way forward. As in previous years, we were able to include a range of organisations, which led to lively and interesting discussions. See below for the full participant list.

https://doi.org/10.13003/ief7aibi

In our previous blog post in this series, we explained why no metadata matching strategy can return perfect results. Thankfully, however, this does not mean that it’s impossible to know anything about the quality of matching. Indeed, we can (and should!) measure how close (or far) we are from achieving perfection with our matching. Read on to learn how this can be done!

How about we start with a quiz? Imagine a database of scholarly metadata that needs to be enriched with identifiers, such as ORCIDs or ROR IDs. Hopefully, by this point in our series this is recognizable as a classic matching problem. In searching for a solution, you identify an externally-developed matching tool that makes one of the below claims. Which of the following would demonstrate satisfactory performance?

We’re in year two of the Resourcing Crossref for Future Sustainability (RCFS) research. This report provides an update on progress to date, specifically on research we’ve conducted to better understand the impact of our fees and possible changes.

Crossref is in a good financial position with our current fees, which haven’t increased in 20 years. This project is seeking to future-proof our fees by:

• Making fees more equitable
• Simplifying our complex fee schedule
• Rebalancing revenue sources

In order to review all aspects of our fees, we’ve planned five projects to look into specific aspects of our current fees that may need to change to achieve the goals above. This is an update on the research and discussions that have been underway with our Membership & Fees Committee and our Board, and what we’ve learned so far in each of these areas.

On behalf of the Nominating Committee, I’m pleased to share the slate of candidates for the 2024 board election.

Each year we do an open call for board interest. This year, the Nominating Committee received 53 submissions from members worldwide to fill four open board seats.

We maintain a balanced board of 8 large member seats and 8 small member seats. Size is determined based on the organization’s membership tier (small members fall in the $0-$1,650 tiers and large members in the $3,900 - $50,000 tiers). We have two large member seats and two small member seats open for election in 2024.

https://doi.org/10.13003/pied3tho

In our previous instalments of the blog series about matching (see part 1 and part 2), we explained what metadata matching is, why it is important and described its basic terminology. In this entry, we will discuss a few common beliefs about metadata matching that are often encountered when interacting with users, developers, integrators, and other stakeholders. Spoiler alert: we are calling them myths because these beliefs are not true! Read on to learn why.