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This year, metadata development is one of our key priorities and we’re making a start with the release of version 5.4.0 of our input schema with some long-awaited changes. This is the first in what will be a series of metadata schema updates.

What is in this update?

Publication typing for citations

This is fairly simple; we’ve added a ‘type’ attribute to the citations members supply. This means you can identify a journal article citation as a journal article, but more importantly, you can identify a dataset, software, blog post, or other citation that may not have an identifier assigned to it. This makes it easier for the many thousands of metadata users to connect these citations to identifiers. We know many publishers, particularly journal publishers, do collect this information already and will consider making this change to deposit citation types with their records.

Today, we’re delighted to let you know that Crossref members can now use ROR IDs to identify funders in any place where you currently use Funder IDs in your metadata. Funder IDs remain available, but this change allows publishers, service providers, and funders to streamline workflows and introduce efficiencies by using a single open identifier for both researcher affiliations and funding organizations.

As you probably know, the Research Organization Registry (ROR) is a global, community-led, carefully curated registry of open persistent identifiers for research organisations, including funding organisations. It’s a joint initiative led by the California Digital Library, Datacite and Crossref launched in 2019 that fulfills the long-standing need for an open organisation identifier.

It’s been a while, here’s a metadata update and request for feedback

In Spring 2023 we sent out a survey to our community with a goal of assessing what our priorities for metadata development should be - what projects are our community ready to support? Where is the greatest need? What are the roadblocks?

The intention was to help prioritize our metadata development work. There’s a lot we want to do, a lot our community needs from us, but we really want to make sure we’re focusing on the projects that will have the most immediate impact for now.

We’ve just added to our input schema the ability to include affiliation information using ROR identifiers. Members who register content using XML can now include ROR IDs, and we’ll add the capability to our manual content registration form, participation reports, and metadata retrieval APIs in the near future. And we are inviting members to a Crossref/ROR webinar on 29th September at 3pm UTC.

The background

We’ve been working on the Research Organization Registry (ROR) as a community initiative for the last few years. Along with the California Digital Library and DataCite, our staff has been involved in setting the strategy, planning governance and sustainability, developing technical infrastructure, hiring/loaning staff, and engaging with people in person and online. In our view, it’s the best current model of a collaborative initiative between like-minded open scholarly infrastructure (OSI) organizations.

It seems like ages ago, particularly given recent events, but we had our first public request for feedback on proposed schema updates in December and January. The feedback we received indicated two big things: we’re on the right track, and you want us to go further. This update has some significant but important changes to contributors, but is otherwise a fairly moderate update. The feedback was mostly supportive, with a fair number of helpful suggestions about details.

Our paper, Crossref: the sustainable source of community-owned scholarly metadata, was recently published in Quantitative Science Studies (MIT Press). The paper describes the scholarly metadata collected and made available by Crossref, as well as its importance in the scholarly research ecosystem.

The first version of our metadata input schema (a DTD, to be specific) was created in 1999 to capture basic bibliographic information and facilitate matching DOIs to citations. Over the past 20 years the bibliographic metadata we collect has deepened, and we’ve expanded our schema to include funding information, license, updates, relations, and other metadata. Our schema isn’t as venerable as a MARC record or as comprehensive as JATS, but it’s served us well. It’s not currently positioned to fully support everything we want to do long term - we’d like to support assertions, map cleanly to JATS and schema.org magically at the same time, and maybe even move beyond XML - but for now it’s something we can work with to empower member metadata to help find, cite, and connect scholarly content.

We’ve all been subject to floods of conference invitations, it can be difficult to sort the relevant from the not-relevant or (even worse) sketchy conferences competing for our attention. In 2017, DataCite and Crossref started a working group to investigate creating identifiers for conferences and projects. Identifiers describe and disambiguate, and applying identifiers to conference events will help build clear durable connections between scholarly events and scholarly literature.

Chaired by Aliaksandr Birukou, the Executive Editor for Computer Science at Springer Nature, the group has met regularly over the past two years, collaborating to create use cases and define metadata to identify and describe conference series and events. We first asked for input on metadata specifications in April 2018. Technical implementation kicked off in February with a workshop at CERN to discuss the mechanics of making PIDs for conferences a reality.

This month we have officially released a new version of our input metadata schema. As well as walking through the latest additions, I’ll also describe here how we’re starting to develop a new streamlined and open approach to schema development, using GitLab and some of the ideas under discussion going forward.

We first announced plans to investigate identifiers for grants in 2017 and are almost ready to violate the first rule of grant identifiers which is “they probably should not be called grant identifiers”. Research support extends beyond monetary grants and awards, but our end goal is to make grants easy to cite, track, and identify, and ‘Grant ID’ resonates in a way other terms do not. The truth is in the metadata, and we intend to collect (and our funder friends are prepared to provide) information about a number of funding types. Hopefully we encompass all of them.