https://doi.org/10.13003/axeer1ee
In our previous entry, we explained that thorough evaluation is key to understanding a matching strategy’s performance. While evaluation is what allows us to assess the correctness of matching, choosing the best matching strategy is, unfortunately, not as simple as selecting the one that yields the best matches. Instead, these decisions usually depend on weighing multiple factors based on your particular circumstances. This is true not only for metadata matching, but for many technical choices that require navigating trade-offs.
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.
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.
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.
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. 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 you authorise 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-authorise 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 Carberry’s profile, and 2 items are not:
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Clicking on the “Add to Profile” 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.
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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”
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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 “Private” in your ORCID profile.
Deleted the work from your ORCID profile.
Unfortunately, CRMDS has no way to determine which of these two events occurred However, If you click on the “Not Visible” icon, you will be prompted with two ways to resolve this issue. Either you can:
Reset the privacy settings on the specified work to “Public” or “Limited”
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:
