In the first half of this year weāve been talking to our community about post-publication changes and Crossmark. When a piece of research is published it isnāt the end of the journeyāit is read, reused, and sometimes modified. That’s why we run Crossmark, as a way to provide notifications of important changes to research made after publication. Readers can see if the resesarch they are looking at has updates by clicking the Crossmark logo.
Weāre happy to note that this month, we are marking five years since Crossref launched its Grant Linking System. The Grant Linking System (GLS) started life as a joint community effort to create āgrant identifiersā and support the needs of funders in the scholarly communications infrastructure.
The system includes a funder-designed metadata schema and a unique link for each award which enables connections with millions of research outputs, better reporting on the research and outcomes of funding, and a contribution to open science infrastructure.
In our previous blog post about metadata matching, we discussed what it is and why we need it (tl;dr: to discover more relationships within the scholarly record). Here, we will describe some basic matching-related terminology and the components of a matching process. We will also pose some typical product questions to consider when developing or integrating matching solutions.
Basic terminology Metadata matching is a high-level concept, with many different problems falling into this category.
Update 2024-07-01: This post is based on an interview with Euan Adie, founder and director of Overton._
What is Overton? Overton is a big database of government policy documents, also including sources like intergovernmental organizations, think tanks, and big NGOs and in general anyone who’s trying to influence a government policy maker. What we’re interested in is basically, taking all the good parts of the scholarly record and applying some of that to the policy world.
You can now easily search for publications and add them to your ORCID profile in the new beta of Crossref Metadata Search (CRMDS). The user interface is pretty self-explanatory, but if you want to read about it before trying it, here is a summary of how it works.
When you go to to CRMDS, you will see that there is now a small ORCID sign-in button on the top right-hand side of the screen.
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Clicking on this button allows you to connect CRMDS to your ORCID profile and authorises CRMDS to add publications to your profile.Ā First, if you are not already logged into ORCID, CRMDS will ask ORCID to log you in:
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Once you have logged in, ORCID will ask you if you want to allow CRMDS to be able to view and update your ORCID profile:
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After youĀ authoriseĀ CRMDS to access your profile, you will be returned to the CRMDS screen and the top right corner of the CRMDS page will indicate that you have connected to your ORCID profile (note, you can always de-authoriseĀ CRMDS from accessing your ORCID profile in your ORCID settings):
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Once you are logged in, you can enter search terms that are likely to return records of your publications:
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Each search result will show an icon telling you whether that particular item is visible in your ORCID profile. If the item is not in your ORCID profile, you see an icon like this:
And if the item is already in your ORCID profile, you will see an icon like this:
In the following search results you can see that 1 item is already in Josiah Carberryās profile, and 2 items are not:
Clicking on the āAdd to Profileā button will confirm that you want to add the specified publication to your ORCID profile:
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After clicking on “Yes” to add the publication to your profile, the search results will refresh to reflect that the item has been added.
You can then just continue searching for and adding any publications that are not in your ORCID profile.
Note that, occasionally, you may see an orange icon that says that an item is “Not Visible”
This only occurs when you have previously added an item to your profile using CRMDS and then either:
Set the ORCID privacy for that particular work item to āPrivateā in your ORCID profile.
Deleted the work from your ORCID profile.
Unfortunately, CRMDS has no way to determine which of these two eventsĀ occurredĀ However, If you click on the āNot Visibleā icon, you will be prompted with two ways to resolve this issue. Either you can:
Reset the privacy settings on the specified work to āPublicā or āLimitedā
Confirm to CRMDS that you have deleted the item from your profile.
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If the issue was your privacy settings, then once you have changed the privacy settings to public/limited you can simply click on the “Refresh” button and CRMDS will reflect the correct status of the work.
The best way to avoid this kind of confusion is to go to your ORCID settings and set the default privacy level for “works” to either “limited” or “public.”
Crossref Metadata Search is still a “Crossref Labs” project and, as such, we are very interested to hear feedback on this new ORCID functionality for CRMDS. Please send comments, etc. to: