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.
Every year we release metadata for the full corpus of records registered with us, which can be downloaded for free in a single compressed file. This is one way in which we fulfil our mission to make metadata freely and widely available. By including the metadata of over 165 million research outputs from over 20,000 members worldwide and making them available in a standard format, we streamline access to metadata about scholarly objects such as journal articles, books, conference papers, preprints, research grants, standards, datasets, reports, blogs, and more.
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.
We began our Global Equitable Membership (GEM) Program to provide greater membership equitability and accessibility to organizations in the world’s least economically advantaged countries. Eligibility for the program is based on a member’s country; our list of countries is predominantly based on the International Development Association (IDA). Eligible members pay no membership or content registration fees. The list undergoes periodic reviews, as countries may be added or removed over time as economic situations change.
The Crossref R&D team was originally created to focus on the kinds of research projects that have allowed Crossref to make transformational technology changes, launch innovative new services, and engage with entirely new constituencies. Some Illustrious projects that had their origins in the R&D group include:
DOI Content Negotiation
Similarity Check (originally CrossCheck)
ORCID (originally Author DOIs)
Crossmark
The Open Funder Registry
The Crossref REST API
Linked Clinical Trials
Event Data
Grant registration
ROR
And for each project that has graduated, there have been several that have not. Some projects were simply designed to gather data. Others just didn’t generate enough interest. You are not truly experimenting if you don’t fail occasionally too.
Recently we’ve been doing very little experimenting of any kind. Instead, the R&D team has mostly been seconded to the software development team to help them through a period of organizational and process change. We would not have made it through the past two years without their help.
But now we’re ready to focus on more ‘R’ and less ‘D’. And to that end, we are increasing the size of the team as well. Rachael Lammey will be joining the team as Head of Strategic Initiatives. She will work alongside our Principal R&D Developers, Esha Datta and Dominika Tkaczyk. Together they will be able to engage with new communities and immediately start experimenting with ways in which Crossref might be able to address their needs and use-cases.
We hope to soon add to our list of distinguished R&D project alumni.
Rationale & details
The Crossref R&D group (AKA “Labs”) has been the incubator of many services that are now in production and which form a fundamental part of Crossref’s identity and value. Similarity Check, ORCID, Crossmark, Open Funder Registry, The REST API, Linked Clinical Trials, and Event Data all started as R&D projects. More recently the enhancement of our reference matching infrastructure and the development and launch of ROR were also R&D projects.
And prior to the formation of the outreach group in 2015, the R&D group also led a critical function engaging with communities that, at the time, Crossref only had tangential connections with: PKP; DOAJ; funders; and the data and altmetrics communities.
But since the R&D group merged with the technology team back in 2019, we have done very little “R.” and very little community engagement of our own. Instead, the R&D team has supported the development team through a period of major cross-cutting projects and organisational change. Dominika has led the REST API rewrite and Esha—when she is not acting as technical lead on ROR—has also worked on the API rewrite and has kept Crossref metadata search on its feet. We would not have been able to make it through the past few years without their help.
Throughout this period, Rachael Lammey has continued the vital work of identifying, engaging with, and advocating for members of our community who we previously didn’t even know were members of our community.
The strength of the R&D group was that it combined outreach, product, and development functions. It was not only able to engage with new constituencies, but to quickly experiment with ways in which Crossref might be able to serve them. Previously, members of the R&D team would return from a conference or workshop that no Crossref member had ever attended before with a set of new contacts and ideas for new services and tools. They’d form interest groups and develop prototypes. Sometimes the interest groups would lead nowhere and sometimes the prototypes would be discarded. But critically, some of them would turn into the major services and organisations that now form a foundational part of open scholarly infrastructure.
And this is why it makes so much sense for Rachael to join the R&D team. The group is most effective when it is able to engage with new communities and immediately start experimenting with ways in which Crossref might be able to address their needs and use-cases. Rachael’s extensive experience in both product management and outreach—combined with Esha and Dominika’s experience leading development projects—is exactly what we need to reinvigorate the group and put the R back into R&D.
To kick off, we are going to be working on some small-ish, discrete projects. These include:
Better matching and linking of preprints to published articles;
Extending our journal title classification to cover all journal and conference proceedings titles; and
Tools to allow us to community-source structured metadata correction information and feed it back to our members.
We will consult with and update the community on the kinds of projects we are working on through regular tech updates and a revitalised Labs area of our website.
Oh- and we will certainly be designing some new Labs creatures. –G
