Collaboration on Crossref

Collaboration with Knowledge Futures to build support for high-volume DOI registration

Travis Rich — Mon, 08 Jun 2026 00:00:00 +0000

Cross-posted from the Knowledge Futures blog.

For many years, PubPub has made it possible for communities to assign DOIs to a range of outputs and component Pubs. Knowledge Futures and Crossref are building together to test the limits of what’s possible for high-volume, high-granularity DOI management. That means fast prototypes, real building, and learning through the process.

What this looks like

We’re starting by building. The goal is to get working prototypes in front of real use cases as quickly as we can, and let the technical, UX, operational, and infrastructure questions get answered through that process. What does it take to register and manage DOIs at a level of volume and granularity that goes beyond what most existing tools support? We’ll find out by trying.

A broader orientation for KF

This is also an example of where Knowledge Futures is headed more generally. We’re taking what we’ve learned from building publishing infrastructure and applying it across different parts of the scholarly communication ecosystem. Not siloed within PubPub development, but open to building more broadly and collaborating across organizational lines.

We’ve spent close to a decade learning what it takes to build and maintain reliable infrastructure for knowledge communities. That experience doesn’t have to live inside one product. We think working this way puts us in a stronger position as stewards of the things we maintain, and it opens the door to more collaboration across the ecosystem.

Aligned direction with Crossref

As Crossref adoption has skyrocketed, enabling DOIs for a vast range of research objects and organizations, they are looking to support these objects at scale and further upstream than traditional outputs. Alongside its fee remodelling effort begun in 2023, Crossref is backing this work with a $258k investment, partnering with Knowledge Futures to explore new models for the future of open research infrastructure.

Get involved

We’d love to hear your thoughts about high-volume, high-granularity DOIs. What’s your use case? What would it unlock for your community? Want to be involved in the design process? This collaboration with Crossref is just one piece of where we’re headed. If you’re curious about what we’re up to, or have something you’d like to share with us, get in touch. We’d love to tell you what we’re working on and hear what excites you too.

Why metadata matters for research integrity: a new joint guide from Crossref and DataCite

Madhura Amdekar — Thu, 23 Apr 2026 00:00:00 +0000

Preserving the integrity of the scholarly record is an important component of the overall endeavour to protect research integrity. Open scholarly infrastructure enables persistent recording of research objects and associated metadata, which provides an evidence trail for these objects for all in the research community. Crossref and DataCite – as providers of essential infrastructure for preservation of the scholarly record – we share our joint expertise in the new guide on “Why metadata matters for research integrity and how to contribute”.

Both our organisations enable our members to share metadata about the research outputs, resources, and activities that they produce and steward. That metadata about scholarly outputs provides important information about them, which can help evidence integrity. To highlight how and which elements in the Crossref and DataCite metadata schemas support this endeavour, we are excited to make our new guide, available at https://doi.org/10.5281/zenodo19695957.

This joint guide offers practical information for all stakeholders in the scholarly ecosystem about the different metadata elements supported by Crossref and DataCite that can help in assessing the integrity of the scholarly record. With growth in the type and complexity of research outputs over the years, there is also a growing need to be able to ascertain the trustworthiness of research outputs. Metadata directly supports this function. Creators and stewards of research outputs can provide metadata about the content that they produce, including information on who authored the work, who funded it, which other works it cites, whether it was updated after publication, how it relates to other items in the research ecosystem, and more. This guide lists the metadata elements that capture this information in the Crossref and DataCite metadata schemas and the important role played by each of them in assessing integrity and rigour. We hope that by knowing more about the applications of metadata for preserving the integrity of the scholarly record, prospective authors, researchers, publishers, repositories, integrators, and funders will be encouraged to contribute rich and accurate metadata when registering DOI records.

This information can also be leveraged by researchers and users of metadata who are looking to incorporate open metadata into their tools and analyses. All of the metadata in Crossref and DataCite can be accessed via open APIs and public data files. This guide contains details of what each of the metadata elements can be used for, helping you to identify the right data that you need for your analyses of interest, such as looking at citation patterns, network analysis, and other research integrity trends.

As you read through this guide, please share your feedback and any questions that you may have via the Crossref community forum.

Reflections from the Crossref Ambassador Community

Johanssen Obanda — Mon, 16 Mar 2026 00:00:00 +0000

Crossref Ambassadors act as local points of contact, meeting editors, librarians, researchers, and institutions to help them navigate Crossref services and understand how strong metadata supports visibility, integrity, and trust in research. They explain how to participate in our rich network of connections between works, people, and institutions, in ways that make sense in their own contexts. And last year, being our 25th anniversary, Ambassadors also massively contributed to our celebrations!

In 2025, the Crossref Ambassador Programme continued to grow globally with 51 volunteers from 41 countries. We were delighted to welcome five new Ambassadors: Ahmet Anıl Müngen (Turkey), Mokheseng Richard Buti (South Africa), Richard Risasi (Democratic Republic of the Congo), Pedro López Casique (Mexico), and Nadia Boutaleb (Morocco).

During the year, Ambassadors promoted the value of robust metadata through webinars, including Metadata Health Check sessions in Arabic, Bahasa, French and Turkish, alongside conference participation and institutional visits across their regions. While others were more active in the Crossref Community Forum, bringing questions from their communities and contributing to discussions that helped others learn and problem-solve together.

ABEC Conference 2025 in Brazil and the 5th Latin American Scientific Journal Editors and Researchers Congress in Colombia, with Crossref Ambassadors engaging editors and researchers.

Highlights

We endeavour to stay in touch with our communities locally, and Ambassadors play a critical role in these efforts. Ambassadors joined the first Metadata Sprint in Spain, supported engagement at the Beijing International Book Fair, and co-organised local Crossref events, such as Crossref Quito and Crossref Accra. Others played active roles in the Global Equitable Membership (GEM) program, engaging communities in Sri Lanka, Tanzania, Ghana, and Senegal.

Ambassadors connecting with the scholarly community at the Beijing International Book Fair (China)(upper left), Crossref Quito (Ecuador)(upper right), and Crossref Accra (Ghana).

Dr. Lasith Gunawardena leading a GEM programme workshop at the University of Colombo, Sri Lanka.

Some Ambassadors delivered metadata health check sessions in French, Turkish, Bahasa, and Spanish. Several institutions supported by Ambassadors went on to become new Crossref members, while others began conversations about improving their metadata completeness.

Crossref Ambassador Ahmet Anıl Müngen hosting a Metadata Health Check webinar in Turkish.

Ambassadors contribute their understanding of the industry and local contexts, and their communities’ feedback into Crossref, too. Nicolás Mejía Torres, Juan Felipe Vargas, Ahmed Moustafa, Sandra Gisela Martín and Guo Xiaofeng have recently joined our new Metadata Advisory Group, where they support us to craft our metadata for the future in tune with the community’s needs, and in particular, helping us shape how we reflect global scholarship through multilingual metadata.

To mark Crossref’s 25th anniversary, a celebratory series of Ambassador-led satellite events was hosted to coincide with the Annual Meeting. These events, held in Nairobi (Kenya), Bogotá (Colombia), and Medan (Indonesia), featured workshops, presentations, and a watch party, allowing attendees to synchronously join the main live annual meeting program.

Crossref satellite events bringing local communities together in Bogotá (top), Medan (center), and Nairobi (bottom).

Many of our Ambassadors routinely organise virtual meetings and webinars. Recognising the growing need for effective online engagement, we partnered with the Centre for Scientific Collaboration and Community Engagement (CSCCE) to deliver a targeted training program focused on the advanced skills of convening and facilitating highly engaging and interactive online events. This intensive training was designed to provide our Ambassadors with practical techniques and resources for maximising participant involvement, fostering dynamic discussions, and ensuring that their online gatherings are both productive and stimulating. Equipping Ambassadors in this way ultimately strengthens the overall effectiveness of their outreach and community-building efforts.

Challenges & lessons learned

Alongside successes in their roles as Crossref Ambassadors, many balanced the role alongside demanding professional responsibilities, while others encountered language gaps or uneven awareness of Crossref across their regions. In some contexts, limited institutional readiness or infrastructure meant that engagement required more foundational work and patience.

These experiences offered valuable lessons, including the importance of demonstrations, translated reference and training materials, and more regionally tailored support.

The impact of the programme was also reflected through Ambassador feedback. In the annual survey, most reported feeling that their work had significantly increased their community’s capacity to understand and use Crossref services. Similarly, Ambassadors reported that their role helped Crossref reach new people and institutions that were previously unaware of Crossref.

Survey results showing how Ambassadors increased community capacity around Crossref services and helped reach new institutions (40 of 51 responses).

In 2025, Ambassadors delivered 43 activities, including training sessions, webinars, events, translations, and feedback on tools and services both individually and collaboratively, reaching more than 1,200 people worldwide.

In 2026, the priority for the program includes strengthening regional and multilingual outreach, increasing visibility of the Ambassador role, expanding access to up-to-date resources and tools, and creating more opportunities to connect with Crossref staff.

Renewed partnership: DOAJ and Crossref focus on equitable scholarly metadata and global support

Reyhana Mahomed — Thu, 12 Mar 2026 00:00:00 +0000

We have renewed our partnership with DOAJ to focus on a new set of objectives that reflect both organisations’ commitment to improving sustainable and equitable services and infrastructure. This renewed collaboration focuses on improving the quality of scholarly metadata while expanding support for journals in low- and middle income- countries.

We have worked together since 2021, primarily to encourage the dissemination and use of scholarly research using online technologies, and regional and international networks, partners and communities. This partnership has helped to build local institutional capacity and sustainability within the global scholarly communication ecosystem. A continued partnership also reflects that we have a shared community; currently almost 90% of DOAJ journals are represented in Crossref.

Our renewed collaboration will support:

Article Metadata Enhancements: DOAJ will improve the ingestion, processing, storage, and display of article-level metadata. Improvements include:

Author affiliations and persistent identifiers
Open references
Expanded metadata harvesting

These enhancements are expected to benefit both direct users of DOAJ and downstream discovery, aggregation, and research analytics services that rely on DOAJ metadata.

Ambassador Programme: Our collaboration with DOAJ will support the continued development of DOAJ’s Ambassador programme. This global network of ambassadors primarily based in low- and middle-income countries:

Support journal editors in understanding and applying good practices in open access publishing
Organise and deliver workshops, webinars, and local events
Collaborate with regional partners and policymakers
Raise awareness of DOAJ and publishing standards within local scholarly communities

Crossref’s contribution will support ambassador travel and the organisation of workshops and events.

We value our longstanding collaboration with Crossref. As fellow open scholarly infrastructures, we share a commitment to strengthening the systems that support trusted, global research discovery. This new partnership enables DOAJ to move forward with important work around interoperability. Improving how infrastructures connect and exchange information is a priority for us, and this support helps ensure we can continue to serve the community in line with the Principles of Open Scholarly Infrastructure—with openness, collaboration, and long-term sustainability at the centre.

– Joanna Ball, Managing Director of DOAJ

The collaborations with DOAJ so far only reaffirmed our shared goal to help make the global scholarly communications system more equitable wherever we can. Our joint projects aim to seek out and devise support for resource-constrained journals in multiple ways. DOAJ’s work is essential in helping journals to adopt good practice, while Crossref offers an open infrastructure to ensure all journals can be included and discoverable in the global scholarly record.

– Ginny Hendricks, Chief Program Officer at Crossref

About DOAJ

DOAJ is a community-curated online directory that indexes and provides access to high quality, open access, peer reviewed journals. DOAJ deploys around one hundred carefully selected volunteers from the community of library and other academic disciplines to assist in curating open access journals. This independent database contains over 20,400 peer-reviewed open access journals covering all areas of science, technology, medicine, social sciences, arts and humanities. DOAJ is financially supported worldwide by libraries, publishers and other like-minded organizations. DOAJ services (including the evaluation of journals) are free for all, and all data provided by DOAJ are harvestable via OAI/PMH and the API. See https://doaj.org/ for more information.

Contact: DOAJ - Joanna Ball, Managing Director - joanna@doaj.org.

About Crossref

Crossref is a non-profit organisation that runs an open infrastructure to link research objects, entities, and actions, creating a lasting and reusable scholarly record that underpins open science. Together with their 24,000 members in 166 countries, Crossref drives metadata exchange and supports nearly 2 billion monthly API queries, facilitating global research communication, for the benefit of society.

Contact: Crossref - Kora Korzec, Director of Community – kkorzec@crossref.org.

A spotlight on our community in Indonesia

Susan Collins — Wed, 28 Jan 2026 00:00:00 +0000

Click here for the translation in Bahasa Indonesia

As Crossref celebrated its 25th anniversary last year, we are highlighting some of the most active and engaged regions in our global community.

Over the past 25 years, the makeup of Crossref membership has evolved significantly; founded by a handful of large publishers, we now have more than 24,000 members representing 165 countries. Nearly two-thirds of them self-identify as universities, libraries, government agencies, foundations, scholar publishers, and research institutions.

The Crossref community in Indonesia is by far the most dynamically growing region. Each year since 2017, we’ve seen the highest number of new members joining from the country. There are now over 4,400 members based in Indonesia who have registered the metadata for more than 2.6 million works, connecting their research to the global community.

Indonesia also happens to be the largest user of OJS globally, with close to 20,000 journals publishing on the platform. Most journals are published by universities, research institutions, and government agencies.

There is a strong emphasis on publishing as part of completing a university degree. The Ministry of National Education policy requires all students to publish their research before graduation. To provide opportunities and accessible platforms for publication, Indonesian universities and faculties have established journals to help their students meet these requirements for graduation.

Most journals in Indonesia are indexed in SINTA (Science and Technology Index), which is managed by the Ministry of Higher Education, Science, and Technology (MoHEST). The aim of SINTA is to improve journal quality, facilitate assessment, and increase the competitiveness of Indonesian journals. The use of DOIs is a requirement for indexing on the platform.

Members know the value of persistent identifiers for their content, but many also realise the value of Crossref’s commitment to open metadata and the open scholarly record. Being a member of Crossref means being part of a larger community. While DOIs may be required for national indexing, organisations have various reasons for becoming Crossref members. One of the most important factors is to increase the global visibility of their content and, therefore, increase the impact of their publications.

“We feel like we’re part of the Crossref community because we don’t just use your service; we contribute to it. By providing DOIs and metadata, we’re helping to build the open scholarly record that benefits everyone. Being a part of the Crossref network is more than just being a member—it’s about a shared vision. We see ourselves as active contributors. Every time we register a DOI and provide metadata, we add a new link to the global chain of knowledge. This helps ensure our research can be easily found, cited, and connected to other works, which benefits everyone.” — Nita Nurdiana, Universitas PGRI Palembang

We have very dedicated ambassadors based in Indonesia who advocate for Crossref’s mission, Fauji Nurdin ST. Mudo and Zulidyana Rusnalasari. Each has been instrumental in organising in-person events and webinars for members, as well as in representing Crossref at events throughout the region.

In October, as part of our 25th Anniversary celebration, the ambassadors, with the support of our Sponsor Relawan Jurnal Indonesia (RJI), held a satellite event in Medan, which brought together participants from universities, publishers, government agencies, research institutes, non-governmental organisations, libraries, and museums. It provided a forum for dialogue around key topics in scholarly publishing.

Crossref 25th Anniversary Satellite Event, Medan, October 2025

The majority of members in Indonesia work through one of our regional sponsors. Sponsors provide support to smaller organisations that often face financial, technical, and language barriers, making membership challenging. Their knowledge of the unique needs of their local publishing community and extensive networks help organisations learn more about Crossref in a more accessible way.

Our first sponsor in Indonesia, Relawan Jurnal Indonesia (RJI), joined in 2017; we now have eight sponsors that together support over 3,900 members in Indonesia.

Our sponsors are also key partners in helping us engage with the community, facilitating webinars and supporting our in-person meetings. In August 2024, in collaboration with RJI, we held a two-day in-person event in Jakarta, attended by over 100 members, and joined by our sponsors and ambassadors. Along with discussions on the fundamentals of Crossref and the role of quality metadata, we’ve heard from Ahmad Saefudin Surapermana, a sub-coordinator from ISSN Indonesia. Because so many members in Indonesia use the OJS publishing platform, colleagues from the Public Knowledge Project (PKP) joined us for a session on OJS plugins and an upgrade workshop for OJS system administrators. We continue to receive feedback from members that more regular in-person and online events should be held to facilitate connections and share developments.

Crossref Jakarta, August 2024

While interest in Crossref among this community is ever-growing, there are still painpoints for Indonesian members. Though many join through a Sponsor, some report challenges with metadata deposits, errors, and submission failures, and others struggle to navigate the documentation when technical issues arise. Some members have noted that our metadata requirements can be complex and that they struggle to achieve metadata completeness in their records. These concerns can be particularly challenging for institutions with limited resources.

To provide additional support, we developed a series of webinars in Bahasa Indonesia, covering topics such as using our Participation Reports to assess metadata completeness and workshops on best practices for using OJS. These webinars have been some of the most attended by our members. The strong interest reflects the value these sessions bring to our community, and we continue to receive requests for additional training opportunities. In total, we welcomed 1,044 registrants and 501 attendees across our webinars last year. This level of participation highlights the importance of ongoing training and the enthusiasm of our members to engage, learn, and grow together.

Despite some challenges, many members feel there is significant value in being a Crossref member. Including their metadata in Crossref enhances the visibility and accessibility of their journals globally. Because Crossref provides the infrastructure of persistent identifiers and open metadata, this ensures scholarly outputs are discoverable, connected, and part of a global research record.

“Crossref’s vision of creating open, connected scholarly infrastructure directly supports our university’s core mission of advancing knowledge and research impact. As an academic institution, we rely on Crossref’s DOI system to ensure our faculty publications and institutional repository content remain permanently accessible and properly cited. This infrastructure is essential for maximizing the visibility and impact of our research output, which directly contributes to our university’s reputation and ranking. Additionally, Crossref’s commitment to open scholarly communication aligns with our values of making knowledge freely accessible, supporting our open access initiatives and helping us demonstrate research impact to funding bodies and stakeholders. The persistent linking system also supports our students and researchers in conducting reliable literature reviews and building upon existing scholarship with confidence that their citations will remain valid over time.” — Anggota dari STIS Darul Falah, Indonesia

Ratna Galuh Manika Trisista, from Universitas Islam Jakarta, has also illustrated how joining Crossref and stewardship of rich metadata supports the development of Indonesian journals in her presentation, Our Metadata Story: Improving Citation Visibility through Reference Linking during the Crossref2025 Annual Meeting.

As membership growth in Indonesia continues, we look forward to building relationships within the community, supported by our ambassadors, sponsors, and members’ contributions.

Much of the information in this report comes from a survey sent to our members, sponsors, and ambassadors in Indonesia. We appreciate all the feedback, comments, and suggestions we received, and we look forward to continuing our collaborations and increasing our engagement with the community.

Translation in Bahasa Indonesia

Tahun lalu Crossref merayakan usia ke-25, dan momen ini menjadi kesempatan istimewa untuk menyoroti wilayah-wilayah yang paling aktif dan berperan penting dalam komunitas global Crossref. Salah satunya adalah Indonesia.

Dalam perjalanan 25 tahun tersebut, keanggotaan Crossref telah berkembang pesat. Yang awalnya hanya digagas oleh beberapa penerbit besar, kini Crossref menaungi lebih dari 24.000 anggota dari 165 negara. Menariknya, hampir dua pertiga anggota Crossref saat ini berasal dari perguruan tinggi, perpustakaan, lembaga pemerintah, yayasan, penerbit ilmiah, serta institusi riset, menunjukkan semakin kuatnya peran komunitas akademik dalam ekosistem publikasi global.

Indonesia menjadi wilayah dengan pertumbuhan komunitas paling dinamis di Crossref. Sejak tahun 2017, Indonesia secara konsisten mencatat jumlah anggota baru terbanyak setiap tahunnya. Saat ini, lebih dari 4.400 anggota Crossref berbasis di Indonesia telah mendaftarkan metadata untuk lebih dari 2,6 juta karya ilmiah. Kontribusi ini tidak hanya memperkuat visibilitas riset nasional, tetapi juga menghubungkan pengetahuan yang dihasilkan di Indonesia dengan komunitas ilmiah global.

Pertumbuhan ini tentu tidak terjadi begitu saja. Ia lahir dari kerja kolektif para pengelola jurnal, penerbit perguruan tinggi, editor, dan komunitas akademik di Indonesia yang terus belajar, beradaptasi, dan saling berbagi praktik baik dalam tata kelola publikasi ilmiah. Semakin banyak institusi yang menyadari pentingnya metadata yang berkualitas, transparansi dalam publikasi, serta keterhubungan riset melalui DOI sebagai fondasi visibilitas dan keberlanjutan ilmu pengetahuan.

Di berbagai forum, pelatihan, dan pendampingan komunitas, semangat kolaborasi ini terus tumbuh. Komunitas Crossref di Indonesia tidak hanya berkembang secara kuantitas, tetapi juga menunjukkan peningkatan kualitas dalam pengelolaan metadata, kepatuhan terhadap standar internasional, serta komitmen terhadap praktik publikasi ilmiah yang etis dan terbuka. Inilah yang menjadikan Indonesia bukan sekadar pengguna, melainkan kontributor aktif dalam ekosistem pengetahuan global.

Indonesia juga dikenal sebagai pengguna Open Journal Systems (OJS) terbesar di dunia, dengan hampir 20.000 jurnal yang dikelola dan diterbitkan melalui platform ini. Sebagian besar jurnal tersebut diterbitkan oleh perguruan tinggi, lembaga riset, dan instansi pemerintah, yang menunjukkan kuatnya peran institusi akademik dan publik dalam ekosistem publikasi ilmiah nasional.

Budaya publikasi ilmiah di Indonesia sangat erat kaitannya dengan dunia pendidikan tinggi. Kebijakan Kementerian Pendidikan Tinggi, Sains, dan Teknologi mewajibkan mahasiswa untuk mempublikasikan hasil penelitiannya sebagai salah satu syarat kelulusan. Untuk menjawab kebutuhan tersebut sekaligus menyediakan ruang publikasi yang inklusif dan mudah diakses, banyak universitas dan fakultas di Indonesia membentuk serta mengelola jurnal ilmiah mereka sendiri sebagai wadah bagi karya mahasiswa.

Sebagian besar jurnal di Indonesia terindeks dalam SINTA (Science and Technology Index) yang dikelola oleh Kementerian Pendidikan Tinggi, Sains, dan Teknologi (MoHEST). SINTA bertujuan untuk meningkatkan kualitas jurnal, memfasilitasi proses penilaian, serta mendorong daya saing jurnal ilmiah Indonesia. Dalam konteks ini, penggunaan DOI menjadi salah satu persyaratan penting agar jurnal dapat terindeks di platform tersebut.

Para anggota Crossref di Indonesia memahami pentingnya persistent identifiers untuk memastikan keberlanjutan dan keterlacakan karya ilmiah mereka. Namun, semakin banyak pula yang menyadari nilai lebih dari komitmen Crossref terhadap metadata terbuka dan rekam jejak ilmiah yang terbuka. Menjadi anggota Crossref bukan sekadar memenuhi kewajiban teknis, melainkan juga menjadi bagian dari komunitas global yang lebih besar. Meski DOI dibutuhkan untuk kepentingan pengindeksan nasional, banyak organisasi memilih bergabung dengan Crossref demi meningkatkan visibilitas global konten mereka—dan pada akhirnya, memperluas dampak dari publikasi yang dihasilkan.

“Kami merasa menjadi bagian dari komunitas Crossref karena kami tidak hanya menggunakan layanannya, tetapi juga berkontribusi di dalamnya. Melalui pendaftaran DOI dan penyediaan metadata, kami ikut membangun rekam jejak keilmuan terbuka yang bermanfaat bagi semua. Menjadi bagian dari jejaring Crossref bukan sekadar status keanggotaan—ini adalah tentang visi bersama. Kami melihat diri kami sebagai kontributor aktif. Setiap kali mendaftarkan DOI dan metadata, kami menambahkan satu mata rantai baru dalam jejaring pengetahuan global. Hal ini memastikan riset kami dapat ditemukan, disitasi, dan terhubung dengan karya lain, sehingga memberi manfaat bagi semua pihak.” — Nita Nurdiana, Universitas PGRI Palembang

Semangat kontribusi ini juga diperkuat oleh peran para ambassador Crossref di Indonesia yang dengan penuh dedikasi mengadvokasi misi Crossref. Fauji Nurdin ST. Mudo dan Zulidyana Rusnalasari telah menjadi penggerak penting dalam penyelenggaraan berbagai kegiatan, mulai dari acara luring hingga webinar untuk para anggota, sekaligus mewakili Crossref dalam beragam forum di berbagai wilayah Indonesia.

Pada bulan Oktober lalu, sebagai bagian dari perayaan ulang tahun ke-25 Crossref, para ambassador ini—dengan dukungan sponsor dari Relawan Jurnal Indonesia (RJI)—menyelenggarakan sebuah acara satelit di Medan. Kegiatan ini mempertemukan peserta dari perguruan tinggi, penerbit, instansi pemerintah, lembaga riset, organisasi non-pemerintah, perpustakaan, hingga museum. Acara tersebut menjadi ruang dialog yang hidup untuk membahas isu-isu kunci dalam dunia publikasi ilmiah dan memperkuat jejaring kolaborasi lintas sektor.

Crossref 25th Anniversary Satellite Event, Medan, October 2025

Sebagian besar anggota Crossref di Indonesia bergabung dan beraktivitas melalui sponsor regional. Para sponsor ini berperan penting dalam mendampingi organisasi-organisasi kecil yang kerap menghadapi berbagai tantangan—mulai dari keterbatasan finansial, kendala teknis, hingga hambatan bahasa—yang membuat proses keanggotaan menjadi tidak selalu mudah. Dengan pemahaman yang kuat terhadap kebutuhan khas komunitas penerbitan lokal serta jejaring yang luas, para sponsor membantu organisasi mengenal dan memanfaatkan Crossref dengan cara yang lebih ramah dan mudah diakses.

Sponsor pertama Crossref di Indonesia, Relawan Jurnal Indonesia (RJI), bergabung pada tahun 2017. Hingga kini, Indonesia telah memiliki delapan sponsor yang secara kolektif mendukung lebih dari 3.900 anggota di seluruh Indonesia. Peran ini menjadikan para sponsor sebagai tulang punggung pertumbuhan dan keberlanjutan komunitas Crossref di tanah air.

Lebih dari sekadar pendamping teknis, para sponsor juga menjadi mitra strategis dalam membangun keterlibatan komunitas—mulai dari memfasilitasi webinar hingga mendukung pertemuan luring. Pada Agustus 2024, misalnya, Crossref bekerja sama dengan RJI menyelenggarakan acara luring selama dua hari di Jakarta, yang dihadiri oleh lebih dari 100 anggota. Selain diskusi mengenai dasar-dasar Crossref dan pentingnya metadata berkualitas, kegiatan ini juga menghadirkan Ahmad Saefudin Surapermana dari ISSN Indonesia, serta para sponsor dan ambassador Crossref. Mengingat banyaknya anggota di Indonesia yang menggunakan platform OJS, rekan-rekan dari Public Knowledge Project (PKP) turut bergabung untuk memberikan sesi khusus tentang plugin OJS serta lokakarya peningkatan versi bagi para administrator sistem OJS. Hingga kini, Crossref terus menerima masukan dari para anggota bahwa kegiatan luring dan daring yang lebih rutin sangat dibutuhkan—tidak hanya untuk memperkuat jejaring, tetapi juga untuk berbagi perkembangan terbaru dalam dunia publikasi ilmiah.

Crossref Jakarta, August 2024

Seiring dengan meningkatnya minat komunitas ini terhadap Crossref, masih terdapat sejumlah tantangan (pain points) yang dirasakan oleh anggota di Indonesia. Meskipun banyak yang bergabung melalui sponsor, sebagian anggota melaporkan kendala dalam proses deposit metadata, munculnya error, hingga kegagalan pengiriman data. Ada pula yang merasa kesulitan menavigasi dokumentasi teknis ketika menghadapi permasalahan sistem. Beberapa anggota juga menilai bahwa persyaratan metadata Crossref cukup kompleks, sehingga mereka mengalami tantangan dalam mencapai kelengkapan metadata pada rekaman mereka. Kondisi ini tentu menjadi lebih berat bagi institusi dengan sumber daya yang terbatas.

Untuk memberikan dukungan tambahan, Crossref kemudian mengembangkan rangkaian webinar dalam Bahasa Indonesia, yang membahas topik-topik praktis seperti pemanfaatan Participation Reports untuk menilai kelengkapan metadata, serta lokakarya praktik terbaik dalam penggunaan OJS. Webinar-webinar ini menjadi salah satu kegiatan dengan tingkat kehadiran tertinggi. Minat yang kuat mencerminkan nilai yang dibawa sesi ini bagi komunitas kami, dan Crossref terus menerima permintaan untuk pelatihan tambahan. Secara keseluruhan, kami menyambut 1.044 pendaftar dan 501 peserta dalam webinar sepanjang tahun 2025. Tingkat partisipasi ini menegaskan pentingnya pelatihan berkelanjutan serta antusiasme anggota kami untuk terlibat, belajar, dan berkembang bersama.

Di balik berbagai tantangan tersebut, banyak anggota tetap merasakan nilai strategis dari keanggotaan Crossref. Penyertaan metadata jurnal ke dalam Crossref secara signifikan meningkatkan visibilitas dan aksesibilitas jurnal Indonesia di tingkat global. Melalui infrastruktur persistent identifiers dan metadata terbuka yang disediakan Crossref, keluaran ilmiah menjadi lebih mudah ditemukan, saling terhubung, dan tercatat sebagai bagian dari rekam jejak riset global.

“Visi Crossref dalam membangun infrastruktur keilmuan yang terbuka dan saling terhubung sangat mendukung misi utama universitas kami dalam memajukan pengetahuan dan dampak riset. Sebagai institusi akademik, kami mengandalkan sistem DOI Crossref untuk memastikan publikasi dosen dan konten repositori institusi kami tetap dapat diakses secara permanen dan disitasi dengan tepat. Infrastruktur ini sangat penting untuk memaksimalkan visibilitas dan dampak luaran riset kami, yang secara langsung berkontribusi pada reputasi dan peringkat universitas. Selain itu, komitmen Crossref terhadap komunikasi ilmiah terbuka sejalan dengan nilai-nilai kami dalam membuka akses pengetahuan seluas-luasnya, mendukung inisiatif open access, serta membantu kami menunjukkan dampak riset kepada lembaga pendanaan dan para pemangku kepentingan. Sistem keterhubungan yang berkelanjutan ini juga mendukung mahasiswa dan peneliti kami dalam melakukan tinjauan pustaka yang andal, dengan keyakinan bahwa sitasi yang digunakan akan tetap valid dalam jangka panjang.”
— Anggota dari STIS Darul Falah, Indonesia

Pengalaman serupa juga disampaikan oleh Ratna Galuh Manika Trisista dari Universitas Islam Jakarta, yang memaparkan bagaimana keikutsertaan di Crossref dan pengelolaan metadata yang kaya dapat mendukung pengembangan jurnal Indonesia. Hal ini ia sampaikan dalam presentasinya berjudul “Our Metadata Story: Improving Citation Visibility through Reference Linking” pada Crossref Annual Meeting 2025. Seiring pertumbuhan keanggotaan Crossref di Indonesia yang terus berlanjut, kami menantikan penguatan relasi dengan komunitas—dengan dukungan para ambassador, sponsor, serta kontribusi aktif dari para anggota itu sendiri.

Sebagian besar informasi dalam laporan ini bersumber dari survei yang dikirimkan kepada anggota, sponsor, dan ambassador Crossref di Indonesia. Kami sangat menghargai seluruh umpan balik, komentar, dan saran yang telah diberikan, dan berharap dapat terus melanjutkan kolaborasi serta meningkatkan keterlibatan bersama komunitas di masa mendatang.

Highlights of a very busy year: our 2025 annual report

Ginny Hendricks — Thu, 18 Dec 2025 00:00:00 +0000

As we finish celebrating our 25th anniversary, we can look back on a truly transformational year, defined by the successful delivery of several long-planned, foundational projects—as well as updates to our teams, services, and fees—that position Crossref for success over the next quarter century as essential open scholarly infrastructure. In our update at the end of 2024, we highlighted that we had restructured our leadership team and paused some projects. The changes made in 2024 positioned us for a year of getting things done in 2025. We launched cross-functional programs, modernised our systems, strengthened connections with our growing global community, and streamlined a bunch of technical and business operations while continuing to grow our staff, members, content, relationships, and community connections.

Read on for the highlights of a very busy year, grouped around our four strategic themes.

Strategic theme 1: Contribute to an environment where the community identifies and co-creates solutions for broad benefit

Enhanced tools and services

In October, we released an enhanced Participation Reports dashboard that shows metadata coverage across all 180 million records and provides individual member organisations with actionable gap reports to guide them to improve metadata completeness. The new tool provides more complete coverage of all members and resource types, now including funders and grants, with up to 11 best-practice metadata elements publicly tracked.

We launched support for journal articles in the New Metadata Manager record registration form (initially only for grants), which includes built-in reference and relationships deposit capabilities. In the New Metadata Manager, it’s now also possible to search for previously registered DOIs to edit your metadata records. In the coming years, we are planning to expand the new Metadata Manager to support all the many different content types that you can register with Crossref DOIs.

After a long break between regular updates, we have fixed our process for and just released v.1.63 of the Open Funder registry. With the updated process, we’re now able to resume more frequent updates to the registry (while of course still working towards the transition to ROR for funders).

Throughout 2025, we conducted a website information architecture review to improve the information we provide to our members and the wider community. Based on the recommendations from this review, we will be renewing our website and documentation in 2026.

Deprecations and modernisation

‘Old’ Metadata Manager is to be retired at the end of 2025, with users transitioning to the ‘New’ version or to our other helper tools for registering and updating DOIs. All users have been contacted during 2025 and received training on how to use the New Metadata Manager.

We also announced the deprecation of Co-access, which will end in 2026, bringing an end to the service that allowed duplicate DOIs for book content. Users of co-access have been informed and are in the process of transitioning to multiple resolution.

Together with Turnitin and our members, we are working to transition all subscribers to our Similarity Check service to a new version of iThenticate 2.0. We are happy to report that all platforms with integrations with us transitioned to 2.0 during 2025, and we will continue working with our members to get everyone transitioned during 2026.

Eating our own DOI dogfood

In June this year, we were particularly pleased to finally support the registration of DOIs for our own content, this very blog, through partnering with Rogue Scholar. Blogs are a growing format for scholarly discourse and our own blog is no different as it’s the main way that we share guidelines and best practices, as well as news and stories from the scholarly community. With a Crossref DOI for all blogs going back to 2006, we’re setting ourselves up to ensure better future preservation of the discussion and information about Crossref.

Community connections

We delivered 29 metadata health-check webinars over the course of the year, in French, Indonesian, Spanish, and English, reaching 2,166 participants with practical advice on identifying gaps in journal metadata using Participation Reports.

Crossref Accra took place in March as our first in-person event in a GEM country. We also held similar events in Ecuador and Türkiye with Crossref Quito in September and Crossref Ankara in November. At these three events, we welcomed key figures from each country’s library, government, publishing, and academic communities and we learned so much about the thriving communities there, and also that even more dedicated workshops on the specifics of metadata quality improvements would be appreciated.

Our metadata sprint in Madrid in April brought together community members to tackle specific problems collaboratively, with teams exploring coding, documentation, translation, and research using our open metadata. We’re already planning our next sprint in São Paulo for March 2026, and it will be held in three languages: Portuguese, Spanish, and English.

A strategic goal for Crossref is to grow research funders’ adoption of the Grant Linking System, and we produced the first in a series of interviews with funder members this year to highlight how and why Crossref DOIs are fulfilling goals to assess the reach and return of their research support for FWF (Austria), NWO (Netherlands), FCCN|FCT (Portugal), and Wellcome. This year, we welcomed more funders including Fonds de recherche du Québec (Canada) and Independent Research Fund Denmark as part of their national research platform NORA; we look forward to reporting on their experiences and outcomes next year and others as they work towards Crossref Grant DOI adoption.

We continued working closely with PKP and renewed our partnership to help drive better experience for OJS users registering metadata with Crossref. We also delivered a proportion of the metadata health-checks together to maximise the learning opportunities for our members using OJS; and we joined PKP’s Sprint in Oslo to help make improvements to OJS and OMP.

Crossref staff members serve on almost 50 committees, boards, and other community bodies alongside our own direct work. These include in the areas of research integrity, metascience, metadata and PID standards, open science policy or monitoring, development of new models (such as Diamond OA), editorial production, library and institutional publishing, and citation and other metadata analyses. We also work with other DOI Registration Agencies and support the sustainability of the DOI Foundation with an additional annual subsidy. Many DOI RAs are also Crossref Sponsors so that their members can access our unique reference matching service. While we often might advise, we also learn a huge amount from collaborating with the numerous systems and initiatives that make up the wider research community.

Our involvement with developing the Barcelona Declaration on Open Research Information led us to become the fiscal host and to participate in most of the working groups on open metadata. Of particular note this year was the Funding Metadata Working Group round table about moving forward the state of funding metadata, which we co-hosted with Barcelona Declaration colleagues, and three funding bodies, NWO (Netherlands), FWF (Austria), and ANR (France) as we heard from publishers and their vendors about challenges and how to overcome them to increase the quantity and quality of available open funding metadata.

All our community engagement activities have been enthusiastically supported and enriched by our indispensable Ambassadors and our group of now 130 Sponsors, organisations that help thousands of Crossref members with local language and technical support and lower cost access to our membership.

Strategic theme 2: A sustainable source of complete, open, and global scholarly metadata and relationships

Schema developments

The grant schema version 0.2.0 was released in January, adding support for ROR identifiers to identify funders and new funding types for in our taxonomy, including APC, BPC, and infrastructure. All of these funding types can be specified in the metadata of our grant-giving members alongside the existing types such as use of facilities or salary/training awards, etc.

Version 5.4 of our publications schema was released in March, marking our first update in many years and a great opportunity to learn how to do this and make the process more efficient. This release introduced typed references to denote the type of object referenced (dataset, blog, software, etc.), preprint status indicators, and version numbering.

Just last week, we also added a dedicated field for grant DOIs to our publications schema. This means it’s now possible to indicate in an article’s metadata which grant(s) funded the research using the persistent identifier. This is an essential step toward better alignment between grant funding and research, enriching the Research Nexus.

We also launched our new Metadata Advisory Group and they have already devised sub-working groups in three focus topic areas:

Multilingual metadata
Subjects and keywords
Relationships

Public data file

We released the 2025 public data file in March, containing metadata for (at the time) over 165 million research outputs from more than 22,000 organisations.

Inaugural Metadata Awards

In May, we launched the first-ever Metadata Awards to recognise members demonstrating excellence in metadata completeness and enrichment. Winners included Noyam Publishers (Ghana), GigaScience Press (Hong Kong), eLife (UK), American Society for Microbiology (USA), Universidad La Salle Arequipa (Peru), and Instituto Geologico y Minero de España (Spain). The awards will be held biennially going forward.

Metadata Matching project

In April, we launched the metadata matching project with the aim of building a more complete picture of the research nexus over time by automatically identifying missing relationships between entities across the scholarly record. The project’s goal is to modernise Crossref’s enrichment workflows by rebuilding them using modern software development and data science practices.

We are in the throws of developing a consolidated matching workflow that will eventually replace all existing production matching processes, with results exposed through the REST API. All new matching strategies will be rigorously evaluated, and the resulting data will be accompanied by clear provenance information. This project covers six matching tasks:

bibliographic reference matching
funder name matching
preprint matching
affiliation matching
grant matching
title matching

In the meantime, while work continues on integrating matching results into the REST API, we’ve been releasing standalone matching datasets for separate download and analysis. These include relationships between preprints and journal articles, relationships involving research organisations, and relationships between grants and research outputs.

Data infrastructure and Research Nexus participation dashboard

Staying on the data science front, we’ve established an internal data environment that combines all relevant data sources (scholarly metadata, logs and usage data, and external datasets) in their raw forms into a single place. This environment is supported by a suite of modern tools and data processing techniques, enabling data science experiments and analytics pipelines to run effectively at scale.

Building on this foundation, we plan to develop a series of dashboards to monitor the state of the scholarly record over time. These dashboards will feature both work-level and member-level statistics (for example, how many works of a given type have been registered, or how many members are registering grant IDs) as well as more detailed insights at the relationship level (for example, how many bibliographic references have been automatically matched, or how many times ROR IDs are included in funder assertions). Some of these statistics are already available in a public spreadsheet for now, pending the dashboard.

Retraction Watch integration

In 2023, Crossref acquired the Retraction Watch database to make it open data. Initially, this was done through sharing simple CSV files, but this year we have set up a pipeline to feed this information into our REST API, which means that Retraction Watch data is now fully available through the REST API, integrated with Crossref member-supplied retraction and correction metadata. This is the first example of Crossref integrating third-party metadata, and we’re learning a lot about how to best incorporate other datasets in future.

Metadata API and services improvements

From 1 December 2025, we revised rate limits for the REST API to ensure system stability whilst maintaining free access to metadata for everyone. Changes were made to the rate limits for our ‘public’ and ‘polite’ APIs, while the limits for our Metadata Plus users stayed the same. We continue to make all metadata openly available to the whole community.

We also improved how information from our content system feeds into the REST API. A tool we call ‘pusher’—because it pushes information from the content system to the REST API—was rebuilt so that we now have a more reliable transfer of information between our two systems.

While adding to technical improvements, we’ve also worked to better understand the use of and streamline the service offering for paid options. We’ll share more about this year’s Metadata Plus consultation soon. And based on feedback, we have already retired the ‘Query Affiliate’ service, where a handful of organisations still paid us a fee to access our XML API, whereas no credentials have been required for some time.

Strategic theme 3: Manage Crossref openly and sustainably, modernising and making transparent all operations so that we are accountable to the communities that govern us

Infrastructure modernisation

One of our biggest projects of 2025—if not the biggest—was the move from our data centre into the cloud (AWS). For 25 years, Crossref had been running a physical data centre in Massachusetts, USA, but as part of modernising our systems, it was high time to move everything into the cloud. The move to AWS took several months, but we successfully completed this move to the cloud in July this year. We’re spending these last weeks of 2025 fully decommissioning our data centre, which means that we are removing all the equipment we had there and locking the door for the last time.

A part of the move to AWS included moving onto an open-source database solution, PostgreSQL. This reduced our reliance on closed, costly licensed solutions, while also aligning with our POSI commitment to open-source. Running our entire system in AWS provides a more stable, modern approach to our infrastructure, but it also is expensive. We expect to spend about 2 million USD on AWS fees next year, with the majority of this cost coming from REST API usage. Some of the improvements described above will help us manage those costs and better observe traffic patterns.

Our new cloud infrastructure is a bittersweet milestone: while we are happy to not have to rely on a physical presence to support a 24/7 global infrastructure, we also say a sad farewell to our much-loved and long-suffering Sys Admin, Tim Pickard, who has been with Crossref since 2002, and has contributed significantly and unwaveringly to keeping our system up and running in the data centre. Tim will be leaving Crossref at the end of the year; we’re grateful to Tim for all his years of dedication, and we will greatly miss his impressive Hawaiian shirt game on our all-staff calls.

After 25 years, it was also time to get serious about modernising our core content system, because even though it serves our community well, an older system with legacy code is a constant risk and frustration. We’ve therefore embarked on a multi-year modernisation project where we are replacing our old code piece by piece. We no longer want to have one big content system (a monolith), but are planning to identify different pieces of functionality and rebuild these as separate services (a modular, flexible, and robust approach). This year, we already managed to reconstruct some smaller pieces (for example, the ‘pusher’ mentioned above), and next year we will tackle larger projects, such as Metadata Matching and Authentication.

We continue to prioritise open, timely communication for planned or unplanned service interruptions and encourage everyone to monitor our status page at status.crossref.org. We’ll further hone our incident response processes in 2026, including openly posting incident reviews, and we’ll also centre system maintenance and documentation clarity in everything we do.

RCFS Projects

The Resourcing Crossref for Future Sustainability projects (RCFS) and the work of our Membership & Fees Committee resulted in deciding not to change some things (such as the basis for annual membership fees), but to change three things about our fees, as reported in July:

A new lower membership fee tier of 200 USD for members with annual revenues/expenses of under 1000 USD - so far, this includes around 3000 members. See below for more info.
A removal of volume discounts to reduce complexity in our billing code; they were little used, and those who did use these were fine with the loss of the discount.
A removal of the rule that only publishers of a title could register peer review reports (including comments and annotations) at the lower 0.25 USD fee for the first review; this lower fee is now available to any member to register any reviews of any other members’ works.

A new late-breaking addition to these fee decisions is the reduction of fees for members registering grants. As of January 1st 2026, there will be no fee for back-year (BY) grant registration, to encourage the faster adoption of older grants, which are more likely to have research outputs to be matched. This will be a two-year pilot to trial how a reduced fee incentivises adoption and boosts metadata connections, and could be extended to other record types as we monitor its success and sustainability. In addition, the 2 USD fee per current-year (CY) grant record is being reduced to 1 USD in line with the next-nearest fee, this is a permanent change for the foreseeable future.

Membership growth, efficiencies, and accessibility

In March, the board voted to update membership terms and bylaws to clarify processes for suspending and revoking membership, and to be more explicit about member practices that preserve the integrity of the scholarly record. A short-term Member Practices Working Group will be meeting in the first half of 2026 to draft these.

Crossref now serves 23,600 members across 164 countries, with continued growth particularly in Asia and Latin America. We’ve continued our ongoing member onboarding activities to support new members joining the community. We see around 230 new members join each month, and have welcomed 2,700 this year so far. We recently reported on how the shape of membership has evolved over our 25 years of operation.

From January 2026, we’re introducing a new lower membership fee tier of 200 USD for organisations with annual revenue or expenses of 1,000 USD or less, making membership more accessible to low-resourced organisations. Already, over 3000 members have been eligible to move into or join under that fee, and the idea is to monitor how this affects Crossref’s financial sustainability and potentially adjust the 200 USD annual fee down again in future years.

From 1 January 2026, the GEM program, which offers fee-free membership and content registration for all members from certain countries, will expand to include 18 additional countries, further reducing financial barriers to participation in the scholarly record, so we expect several hundred further members to join the existing 600 organisations in this category. More information about the GEM program expansion here.

As our membership base continues to grow, the Membership and Finance teams are constantly exploring ways to make shared processes more efficient. A key component in this work has been the efforts to automate several tasks within both teams to help us manage the additional work caused by our growth and allow our teams to focus more on providing the best quality service we can.

Our membership team continues to support our members, sponsors, service providers, metadata users and the wider community by email and through our community forum. The membership team includes staff members who focus on member support, and staff members who focus on technical support. During 2025 so far, we’ve received 36.8k member enquiries through our support system, a 17% increase from last year. This includes 22.6k inquiries related to general membership and 13k technical support enquiries. We’ve received 3.8k membership applications, and welcomed 2.7k new members.

Growth by the numbers

Crossref continues its steady revenue growth in 2025 due to the expansion of our membership base. With the addition of new members and the general growth of Crossref, comes an increase in the transaction-based tasks our Finance team handles.

So far in 2025 we have issued 14,833 invoices, which is a 9% increase since last year. We’ve seen an 11% increase in the number of payments received and applied, and a 12% increase in the amount of credit and debit memos applied over the same time last year. We have also seen a 42% increase in the number of billing-related tickets, totalling 20,723. A large segment of these tickets are related to fee updates associated with the new $200 membership tier.

Not all transactional work in Finance has increased as steadily, with increased revenue of 8% we have also seen a 14% increase in operating expenses. Through the strategic consolidation of vendors and use of financial tools, we have only seen a 1% increase in Accounts Payable invoices processed.

Organisational sustainability

Finance-wise, we’re doing well. We’re projecting to finish this year with revenue of 14,200,000 USD and expect revenue next year of 14,500,000 USD. We’re budgeting 2% growth in overall revenue, accounting for some of the changes to fees that will reduce our earnings on membership dues, but anticipating continued growth of content registration revenue.

Revenue and expenses trends

About 67% of our expenses come from personnel costs, and the other 33% include non-personnel costs like AWS, travel, legal fees, etc. As we continue to build out the team, we have ten new positions planned for the next year (recruitment for many of these is already underway or done). With additional staff roles and AWS expenses, we’re expecting expense growth of 16%. We post our financial statements and Form 990 filings on the financials page on our website.

Revenue per member size (by tier)

As the chart above shows, we still see ’the long tail’ of smaller members in the lowest fee category (275 USD) contributing more revenue than those in the largest category (50,000 USD) at 5.8 million USD versus 5 million USD.

Another aspect of sustainability is our impact on the world around us. And this year we were able to publish a second report on Crossref’s carbon footprint, having monitored and controlled for several carbon-heavy activities, primarily staff travel. Our reported emissions went up 40% from 2023 to 2024, due to more travel given our growth in staff and members, better recording our emissions (for example, with hotel stays), and including travel that we support for our partners, ambassadors and board members. In terms of travel spending, we are still well below 2019 when we were smaller, demonstrating that we are following through on not going back to the pre-pandemic norm.

We were one of the first open infrastructure organisations to adopt the POSI Principles and now have a few years’ experience in trying to meet them. Together with other adopters, we proposed updates and additions to the principles, based on real-world practice, and gathered a lot of community comment, resulting in the group publishing POSI v2 in October. We conduct a self-assessment every other year and we’ll be involving all our staff in the next self-assessment, due later in 2026.

Open governance through board election and annual meeting

We continued our commitment to being member-led and community-driven. This year’s anniversary Annual Meeting in October brought together members to discuss strategy, metadata developments, and hear the results of their voting in our board election. It comprised two half-days of online conferencing and several in-person satellite meetings spread across five continents, gathering close to 500 members of our community. It was a platform to reflect together on the past quarter of the century of building community infrastructure and connections underpinning the progress of scholarship, and to share plans for the future.

Each member has one vote, and together they elected the following organisations to serve a three-year term alongside the rest of the board:

Tier 1 candidates (electing one seat):

Rebecca Wambua, Distance, Open and e-Learning Practitioners’ Association of Kenya

Tier 2 candidates (electing four seats):

Damian Bird, CABI
Rose L’Huillier, Elsevier*
Anjalie Nawaratne, Springer Nature*
Nick Lindsay, The MIT Press*

*returning board member

Congratulations to the remaining and incoming board members as we start their new term in January 2026. Have a look at all the outputs from our Annual Meeting.

Strategic theme 4: Foster a strong team—because reliable infrastructure needs committed people who contribute to and realise the vision, and thrive doing it

Team structure

We reorganised the team heading into 2025 because we had ambitious goals that required a more structured, collaborative approach. We reorganised the work around three strategic, mission-driven areas of focus described above. This was our first full year with the cross-functional program groups in place, and the activities reported here make it evident that our team members, both existing and new, are firing on all cylinders.

New staff and new roles

We welcomed eight new team members in 2025. In February, we welcomed our new Director of Programs & Services, Helena Cousijn, and a new member of the Technical Support team, Arley Soto. In March, we welcomed our new Community Manager for funders, Rocío Gaudioso Pedraza. In April, we launched our new Data Science team by welcoming Jason Portenoy and Alex Bédard-Vallée. In November, we welcomed our new DevOps Engineer, Thelma Laryea, and our new Program Technical Lead for the OSO program, Bharath Govindarajan. In December, we welcomed another member of the Technical Support team, Natali Giorgobiani.

We also had team members step up into new roles. Dominika Tkaczyk completed the new leadership team by taking on the Director of Technology role, Paul Davis has started his new role as Product Manager, and Michelle Cancel has taken on the Head of Human Resources role. And there’s more to come! As next year begins, two team members will step into Program Technical Lead roles: Carlos del Ojo Elias for the CRN program and Patrick Vale for the CCT program. Together with the Program Technical Lead for the OSO program and the Head of Infrastructure Services, these roles will complete the new structure of the technology team. This structure is more closely aligned with how our work is organised and will enable stronger coordination both within and across cross-functional programs.

Supporting a thriving global culture

As our team grows in different aspects within our new org structure to meet the needs of the community, we remain committed to supporting a thriving culture through training, conducting regular temperature checks, and organising our annual staff retreat. This year, we continued our work on psychological safety and introduced workshops on giving and receiving feedback and on consensus building. We were able to put some of this training into practice at our in-person all-staff event in Split, Croatia, where we all came together to build our roadmap.

We are ending the year with 51 staff in 14 countries and look forward to diversifying and evolving even further as a team in 2026—we’re currently hiring in UX, Communications, and Membership—and keep an eye on our jobs page for forthcoming opportunities in Software, DevOps, Metadata, and Operations!

Thank you to our community of members, partners, board, ambassadors, sponsors, metadata users, service providers, integrators—and of course our team—for making 2025 such a productive year. Together, we’re building a richer, more connected research ecosystem for the benefit of society. We can’t wait to continue the work together in 2026.

Crossref and PKP enter new partnership phase to support richer and more inclusive metadata

Kornelia Korzec — Mon, 22 Sep 2025 00:00:00 +0000

Crossref and the Public Knowledge Project (PKP) have been working closely together for many years, sharing resources and supporting our overlapping communities of organisations involved in communicating research. Now we’re delighted to share that we have agreed on a new set of objectives for our partnership, centred on further development of the tools that our shared community relies upon, as well as building capacity to enable richer metadata registration for organisations using the Open Journal Systems (OJS).

Crossref is working towards the vision of a rich and open network underpinning global scholarship, making relationships between works, people, institutions, and actions visible, thanks to the thread of metadata – the research nexus. This vision depends upon participation of research communication organisations coming from all parts of the world, disciplines, and languages. Working with PKP towards making tools for metadata registration more comprehensive, accessible, and easier to use is a big step towards supporting our community to participate in the research nexus.

The renewed partnership has three main goals:

Developments to improve experience and support metadata registration workflows in OJS, bringing relevant functionalities together under the Crossref plug-in, and developing an OMP Crossref plug-in.
Joint community engagement in support of transitioning OJS users to the future Long-Term Support (LTS) version of OJS, which will enable richer metadata registration.
Creation of a PKP School self-paced training course for system administrators.

Crossref and PKP have a rich history of collaboration, including previous investment in tools development in 2020, which resulted in some vital improvements to Crossref metadata management in OJS and a more streamlined experience for Crossref members on the platform, as well as many collaborative community events and training.

We know that thousands of Crossref members use OJS to register their metadata. Many are based in resource-constrained institutions, so the training provided by Crossref and PKP will be key to building their capacity to participate in the research nexus. With OJS 3.5 empowering organisations to register richer metadata, we look forward to opening up more opportunities for members to enhance their participation.

At PKP, we’re excited to deepen our longstanding collaboration with Crossref, supporting our global community in amplifying the visibility and impact of their research through streamlined integration for robust metadata management. By working together on both technological innovation and capacity-building initiatives, we anticipate even greater outcomes that will strengthen open scholarship throughout the duration of this partnership and well into the future.” – said Kevin Stranack, PKP Director of Operations.

– Kevin Stranack, PKP Director of Operations

About Crossref

Crossref runs an open infrastructure to link research objects, entities, and actions, creating a lasting and reusable scholarly record that underpins open science. Together with their 23,000 members in 164 countries, Crossref drives metadata exchange and supports nearly 2 billion monthly API queries, facilitating global research communication, for the benefit of society.

About PKP

Public Knowledge Project (PKP) seeks to improve the scholarly and public quality, reach, and diversity of academic research through the research, development, implementation, and support of innovative open source software to support scholarly publishing and communication.

Scholarly blogs and their place in the research nexus

Lena Stoll — Tue, 24 Jun 2025 00:00:00 +0000

If you are reading this blog on our website, you may have noticed that alongside each post we now list a Crossref DOI link, which was not the case a few months ago (though we have retroactively added DOIs to all older posts too). You can find the persistent link for this post right above this paragraph. Go on, click on it, we’ll wait.

Are you back here? Good. As you probably expected, the DOI link for this post resolves to the post itself, and you should use it anytime you want to cite this post. But the DOI does more than just point readers to this page––it is part of a rich metadata record that includes the authors’ ORCID iDs, the publication date, and more. In other words, the posts on this blog are part of what we call the research nexus: the open network of relationships connecting research outputs, people, organisations, and actions.

Crossref research nexus vision

Why blogs deserve a place in the scholarly record

A blog post may not be the first thing that comes to mind when you think of scholarly outputs. But scholarly blogs have been around since at least the early 2000s and have carved out a niche for themselves as a type of “grey literature” that allows researchers to write about research in a way that may not fit neatly into more traditional, peer-reviewed publishing venues, but also is too long-form for social media. Science blogs can give readers a window into ongoing work that isn’t ready to publish yet, serve as a self-publishing venue, or allow researchers to comment on others’ work and recent developments in science and science communication. These kinds of perspectives add crucial context to the scholarly record that should not be overlooked.

However, as Martin Fenner explained at the #Crossref2023 annual meeting, blogs have largely not benefitted from the metadata and long-term archiving solutions that tend to be applied to more “traditional” forms of publishing. As a result, most blogs have been left out of the scholarly record. But in recent years, there have been some efforts in the community to change this. Earlier this year, ORCID added support for the work type blog post, among others, to align more closely with the Confederation of Open Access Repositories (COAR) vocabulary of resource types.

At our 2025 midyear community update, we asked our community what content types they saw as growing in importance. Blog posts were mentioned several times as a ‘trending’ record type, and as one that members would like to see support for in the Crossref system.

Eating our own dog food

We had already been thinking for a while about how our own blog should be a part of the research nexus. We started out by manually uploading XML files through our Admin tool for each post. We did this for a few months and quickly found, like many of our members do, that this can be a laborious and error-prone process.

In the product management world, the process of using the products you usually spend your time building and maintaining is often referred to as dogfooding. The idea is that firsthand experience makes it easier to understand your end users’ needs and feel their pain - and we have certainly found that registering metadata for our blog posts has reinforced the importance of making manual registration easier for our members, but also of supporting and enabling machine-to-machine integrations.

What did we do?

The Crossref website, which includes this blog, uses an open-source static site generator named Hugo. Rather than using a content management system (CMS), we edit the website content in Markdown format using code editors. Whenever we start working on a post for this blog, we not only write the content of the post itself, but also include some front matter for the page, which contains some key metadata about the post.

The front matter of a recent post on this blog

We wanted this metadata to be part of the research nexus. But then there was also the question of archiving. Our membership terms state that:

The Member shall use best efforts to contract with a third-party archive or other content host (an “Archive”) (a list of which can be found here) for such Archive to preserve the Member’s Content and, in the event that the Member ceases to host the Member’s Content, to make such Content available for persistent linking.

So we knew that if this blog was to be part of the scholarly record, we would need to ensure that it would be available in perpetuity, even if www.crossref.org were to go offline one day.

Doing this properly was starting to look like a sizeable project!

Fortunately, we knew that others had already done some great work in this field, so we would not have to start from scratch. After considering our options, we opted to integrate our blog with an established workflow for registering blog metadata: the Rogue Scholar service.

The Rogue Scholar was launched in 2023 by Martin Fenner as an archive for scholarly blog posts, hosted by Front Matter. Rogue Scholar improves science blogs in important ways, including full-text search, long-term archiving, and DOIs and metadata, such as versions and relationships along with identifiers such as ORCID iDs and ROR IDs. It provides the necessary tools to treat blog posts as research outputs through better attribution, preservation, and discoverability.

How did we do it?

Rogue Scholar works on the basis of consuming RSS and ATOM feeds (you may remember them from the days of getting headlines direct to your browser or feed reader). We created a new feed, including the proposed DOI as each entry’s id: and taking full advantage of the ATOM format by listing the post’s authors and including their ORCID iDs. We also provide the entire post as the entry’s <content> to allow for full-text indexing and archiving.

The XML feed entry for a recent post on this blog

For each post, we generate and assign a unique DOI under the Crossref prefix 10.64000. The Rogue Scholar integration then registers the DOI along with the metadata of the post as posted content. If you are interested in getting a similar workflow set up for your blog, you can read more in the Rogue Scholar blog and documentation.

What does the future hold for scholarly blogs?

Researchers are increasingly sharing their early work, or commenting on others’ work, in less formal ways, and if you look at the growth in the number of blogs covered in the Rogue Scholar platform in just a couple of years, it seems like science blogging is here to stay and will only increase. We believe that this practice is an integral part of a healthy scholarly ecosystem, and it needs to be represented in the research nexus.

The Crossref input schema does not include a blog work type, but we are planning to add it as a subtype of posted content in our next schema update. We will discuss this and other plans and ideas in the metadata advisory group that we are currently forming.

If you have thoughts on the role of blogs in the public discourse around science and science communications, or you would like to share your experience of registering metadata for your blog, let us know by commenting below. Your comments will be threaded in our community forum for discussion.

Request for proposals: Crossref website information architecture review

Lena Stoll — Thu, 17 Apr 2025 00:00:00 +0000

We are looking for an organisation to perform an audit of, and propose changes to, the structure and information architecture underlying our website, with the aim of making it easier for everyone in our community to navigate the website and find the information they need.

UPDATE, August 2025: We are partnering with Cazinc and Cactus AI Solutions on this work. Stay tuned for updates on the progress of this project over the coming months.

About Crossref

Crossref is a nonprofit membership organisation that exists to make scholarly communications better. We run open infrastructure to link research objects, entities, and actions, creating a lasting and reusable scholarly record that underpins open science and makes research outputs easy to find, cite, link, assess, and reuse.

Together with our 22,000 members in 160 countries, we drive metadata exchange and support nearly 2 billion monthly API queries, facilitating global research communication, for the benefit of society. Our members include research institutions, publishers, libraries, funders, government bodies, and other stakeholders in the scholarly communications ecosystem.

About the Crossref website

We launched the current website in 2016. A few years later, we custom-developed the current Documentation section, moving from a separate site (Zendesk, and prior to that HelpIQ). We subsequently launched a Discourse community forum and actively encourage self-service there. Despite these efforts, we still answered about 50,000 support emails in 2024.

We use the Hugo static site generator, and all the content, assets, and code are open in GitLab. We have dedicated staging and sandbox branches, and use staging for editing instead of the usual git merge requests, and sandbox for testing more substantial code or navigation changes.

We share the responsibility for editing across the teams, with a page owner/author denoted for each page. Most staff use VSCode for editing; we don’t have or need a CMS. We deploy changes to the live site around twice a week. Several custom shortcodes are in place, such as for tables and displaying related information based on tags, or for presentation elements like highlight boxes or columns. We host (many) images and files directly in the repository, rather than using a CDN. We use Algolia for site search, which was chosen because it can support multiple languages.

Current website structure

There are currently four main sections of the website:

Get involved: this landing page is the most up-to-date with our current positioning and messaging. The section includes how to join as a member and the ways you can participate, obligations and benefits; a welcome page for new members to get started; events and webinars like our annual meeting; special projects or campaigns that need landing pages; fees; programs such as for service providers and ambassadors; global equitable membership; code of conduct; and working groups (which are different from board committees).
Find a service: listing the purpose and value/benefits for each service, such as content registration, metadata retrieval/APIs/Search, Crossmark, Similarity Check, Grant Linking System, and some other quasi-services that require members to develop or enable something, like reference linking or the Open Funder Registry or ROR.
Documentation: following more-or-less our “managed member journey” pathway, this includes getting set up, how to create DOI suffixes, how to select the right tool for content registration, how to interpret the various reports that members receive, what to expect in terms of invoicing, schema library and best practices for metadata sharing incl. guidance on principles to follow and sample XML files to edit. Each ‘service’ then has it’s own documentation section too.
About: governance, including information about our board, committees, and bylaws. Financial information and annual reports. Staff pages, org chart, jobs, and policies incl. employee handbooks. History of Crossref and mission. Under the sub-heading “Operations & sustainability”, there is also detailed information about membership processes such as revocations, managing legal sanctions, member practices, and member offboarding.

Additionally, the website hosts our blog and allows users to sign up for our newsletter, which are two key ways in which we keep our community informed.

Project overview

End goal

We want to allow our community to self-serve with information about what Crossref does, how to become a member, how to use our tools, and how to participate in our programs and services. The Principles of Open Scholarly Infrastructure are central to how we operate, and we want the information about the how, what, and why of Crossref to not only be openly available, but also easy to discover and reuse.

Visitors to www.crossref.org should be offered the information that they are looking for quickly and intuitively. A reduction in the number of help-desk tickets we receive (in 2024 we answered 50,000 of them) would be an indication of an improved self-service website, as would lower bounce rates.

Scope and deliverables

At the end of this information architecture review project, we expect to have agreed on a set of recommendations for tackling the problem statements laid out in the appendix of this document, as well as a plan for how the recommendations should be implemented. This plan will form the basis for an implementation project in 2026. We encourage applications both from organisations who would also be comfortable taking on the implementation project and from those who feel their expertise is specific to the review project described herein.

Specifically, we expect the following deliverables:

Assessment of key user needs (through analytics and/or user interviews incl. editors)
Audit and analysis of current site structure and how it serves key user pathways
Recommendations for content re-architecture, navigation and search improvements
Strategy for taxonomy and/or tagging system
Strategy for documentation site setup
Strategy for information pathways between website, docs, community forum, ticketing systems
Recommended roadmap for 2026 implementation project
Nice to have: Wireframes or annotated sitemaps for future site layout

Problem statements

It is difficult to find information about our services. Even Crossref staff often use search engines to find a page on our website rather than navigating to it or using the built-in search on the website. It’s often not clear whether the information you are looking for is on the “Find a service” page or the “Documentation” page for a given service, and there is no consistent cross-linking between the two groups of pages. There is a search bar prominently placed on the home page, but the search currently only looks for direct matches between the search terms and page contents (with some declensions, stopwords, and fuzziness to allow for typos). We have limited tracking available in Algolia, but can see that in a 7-day span in March 2025, a large portion of searches (78%) returned no results.
It is difficult to navigate our website. The home page contains some quick links to key pages, but they are not very visible. In order to navigate the website from the home page, users have to expand a hamburger menu which takes up the whole page, and are then presented with an overwhelming amount of options. Once users have left the home page, the way they navigate depends on which section of the website a user finds themselves in: all pages have breadcrumbs going back to Home, while only Documentation pages have a hierarchical sidebar. In order to switch between the basic groups of pages (Get involved, Find a service, Documentation, About us), users have to use the global hamburger menu.
Our home page doesn’t do a very good job of explaining who we are and what we do. A lot of real estate is taken up by images and recent news items without much context. Bounce rates from the home page are high (65% as of March 2025).
Our user interfaces and reports are not easily accessible from our website. While we are not a SaaS organisation, there is an established pattern of being able to access an organisation’s services directly from its website (often via a login button at the top right). This is complicated by the fact that we don’t have one single frontend “platform”. In fact we don’t have a single page linking out to the various frontends and interfaces, nor do we have a consistent pattern of linking out to an interface from the documentation page describing how to use it.
Some of the pages and grouping of pages are outdated and don’t reflect our current priorities or ways of working anymore. For example, the Get involved section still features Special programs and Service providers quite prominently, but the cross-functional programs that shape most of our strategic work now (Co-creation and Community Trends, Contributing to the Research Nexus, Open and Sustainable Operations, Metadata Development) are not represented. Find a service strongly suggests we’re a service provider, whereas most of our services are enabling infrastructure, requiring members to build or act on something. Some more recently created pages don’t fit neatly into any of the current groupings: e.g., API Learning Hub can be found under Get involved and in the home page footer, but doesn’t really belong in either. We also have time-limited, special projects or campaigns like the 25th anniversary of Crossref or the Resourcing Crossref for Future Sustainability project, for which there isn’t a great home. Lastly, we want to host additional content on our website in future, such as our own staff publications; instructions on how to find our codebases and how to contribute to them; how to build technical integrations; how to report bugs; and general best practices in scholarly communications (e.g. in the context of our work on the integrity of the scholarly record), which is not really part of the documentation of our services.

Project budget and timeline

We have a maximum budget of $20,000 allocated to the information architecture review project. The projected timeline is as follows:

RFP issued: April 17, 2025
Final deadline for proposals: May 15, 2025
Shortlisted applicant interviews: May 2025
Appointment made: June 2025
Project kick-off: July 2025
Final deliverables due: October 2025

If you are interested in applying but don’t think this timeline is deliverable for you, please contact us to suggest what would be realistic for you or your organisation before applying.

Proposal submission requirements

Proposals, as well as any questions, should be submitted to Lena Stoll by 15 May 2025.

Please include the following in your proposal:

Company background and relevant experience with open-source static sites and mission-driven communications
Case studies or examples of comparable work
Your approach to the proposed project and how you would structure it
Team bios and roles incl. typical timezones
Timeline and milestone estimates
Proposed budget, including breakdown
Proposed cadence of check-ins, communications, milestones, and deliverables
Contact information

Proposal evaluation criteria

We will evaluate proposals based on:

Demonstrated understanding of our mission and community needs
Proven experience designing for multilingual and multinational audiences
Expertise in mission-driven business-to-business communications and information architecture
Quality of previous work and case studies
Value for money

We look forward to hearing from you!

Ed Pentz on building open scholarly infrastructure: a journey of collaboration and diplomacy

Ed Pentz — Fri, 01 Nov 2024 00:00:00 +0000

Ed Pentz on building open scholarly infrastructure: A journey of collaboration and diplomacy

This article expands on Ed Pentz’s Miles Conrad Award lecture at NISO Plus 2024. Drawing on three decades in scholarly publishing — including 24 years as Crossref’s Executive Director — it explores the collaboration, diplomacy, and key inflection points that shaped open scholarly infrastructure, and reflects on the challenges and opportunities ahead.

Strategists

Understand why collaboration and diplomacy are the foundation of open infrastructure. How inflection points create windows for change — and why patience, trust-building, and non-profit governance are what make those changes stick.

Decision-makers

Learn the principles behind Crossref’s founding and longevity. Why collective action, mission-aligned sustainability, and the right governance model matter more than technology alone — with hard-won lessons from 24 years of building open infrastructure.

Practitioners

Trace the technical and organisational milestones from DOI-X to open metadata. From the first cross-publisher reference linking experiments to POSI, ROR, and fully open metadata for 180 million research outputs.

What this paper covers

Inflection points — the moments that catalysed major change: the World Wide Web, DOI-X, open access, and more
The founding of Crossref — why collective action, not technology alone, was the solution to cross-publisher reference linking
Key lessons — focus on the problem, build trust, develop a sustainability model, and be prepared to compromise
Principles of Open Scholarly Infrastructure (POSI) — why governance and sustainability matter as much as technical standards
Diversity, equity, and inclusion — how these principles have shaped Crossref’s culture and the future of open infrastructure
Future challenges — AI, metadata quality, and the evolving landscape of scholarly communication

Read the full paper

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DOAJ and Crossref renew their partnership to support the least-resourced journals

Ginny Hendricks — Wed, 06 Mar 2024 00:00:00 +0000

Crossref and DOAJ share the aim to encourage the dissemination and use of scholarly research using online technologies and to work with and through regional and international networks, partners, and user communities for the achievement of their aims to build local institutional capacity and sustainability. Both organisations agreed to work together in 2021 in a variety of ways, but primarily to ‘encourage the dissemination and use of scholarly research using online technologies, and regional and international networks, partners and communities, helping to build local institutional capacity and sustainability around the world.’ Some of the fruits of this labour are:

DOAJ added support for Crossref XML to make it easier for publishers to upload metadata
Closer collaboration between customer/member support at both organisations, making it easier for publishers and journal editors to navigate both service’s technologies
the launch of PLACE: ‘a ‘one-stop shop’ for information to support publishers in adopting best practices the industry developed’ (together with other partners)
a pilot gap analysis of the journals in DOAJ with the possibility of helping them start to use and resolve DOIs.

The new agreement, signed earlier this month, will slightly shift focus to build upon existing collaborations, particularly around metadata. One of the primary sections of the MOU is enhancing support for the least-resourced journals by:

Assigning DOIs and depositing the metadata with Crossref
Finding ways to improve their DOAJ application experience to help them become indexed
Collect and ingest their Crossref metadata into DOAJ
Help them to get preserved via JASPER or similar initiatives
Help identify other local partners, such as Crossref Sponsoring Organisations, to support their use of Crossref services

It’s great that we can further underpin what is already a good working relationship. Both Crossref and DOAJ are central to discovery so it’s a natural partnership. Helping journals meet better standards and become indexed to make them more discoverable on a global scale is at the heart of our strategy. This agreement opens up a new avenue that allows the community to really focus on supporting those journals and the research they publish.’

– Joanna Ball, Managing Director of DOAJ

‘The collaborations with DOAJ so far only reconfirmed our shared goal to help make the global scholarly communications system more equitable wherever we can. Our joint projects aim to seek out and devise support for resource-constrained journals in multiple ways. DOAJ’s work is essential in helping journals to develop good practice, while Crossref offers an open infrastructure to ensure all journals can be included and discoverable in the global scholarly record.’

– Ginny Hendricks, Director of Member and Community Outreach at Crossref

——– END ——

About DOAJ

DOAJ is a community-curated online directory that indexes and provides access to high quality, open access, peer reviewed journals. DOAJ deploys around one hundred carefully selected volunteers from the community of library and other academic disciplines to assist in curating open access journals. This independent database contains over 20,400 peer-reviewed open access journals covering all areas of science, technology, medicine, social sciences, arts and humanities. DOAJ is financially supported worldwide by libraries, publishers and other like-minded organisations. DOAJ services (including the evaluation of journals) are free for all, and all data provided by DOAJ are harvestable via OAI/PMH and the API. See https://doaj.org/ for more information.

About Crossref

Crossref is a global community-governed open scholarly infrastructure that makes all kinds of research objects easy to find, assess, and reuse through a number of services critical to research communications, including an open metadata API that sees over 1.5 billion queries every month. Crossref’s ~20,000 members come from 155 countries and are made up of universities, publishers, funders, government bodies, libraries, and research groups. Their ~155 million DOI records contribute to the collective vision of a rich and reusable open network of relationships connecting research organisations, people, things, and actions; a scholarly record that the global community can build on forever, for the benefit of society.

For more information please contact: dominic@doaj.org and rclark@crossref.org

The PLACE for new publishers – a one-stop-shop for information and a friendly community

Kornelia Korzec — Mon, 17 Apr 2023 00:00:00 +0000

The Publishers Learning And Community Exchange (PLACE) at theplace.discourse.group is a new online public forum created for organisations interested in adopting best practices in scholarly publishing. New scholarly publishers can access information from multiple agencies in one place, ask questions of the experts and join conversations with each other.

Scholarly publishing is an interesting niche of an industry – it appears at the same time ancillary and necessary to the practice and development of scholarship itself. The sooner and more easily a piece of academic work is shared, the greater the chance that others will find and build upon it. Many practices of the publishing industry have been developed to support discovery and integrity of the scholarship that produces shareable works, and as the landscape of scholarly communications constantly evolves, a number of agencies arose to promote and continuously update the standards and best practices within it.

We realise that the sheer number of agencies involved in regulating and preserving scholarly content is in itself a challenge and can be confusing. Newer publishers may find it difficult to know where to go to find the right information, what policies they need to follow or international criteria they need to meet and how to go about doing so. When time or finances are tight, it’s not easy to try to reinvent the wheel.

Following the long-established practice of signposting organisations between us, we’ve worked together with the Committee on Publication Ethics (COPE), the Directory of Open Access Journals (DOAJ), and the Open Access Scholarly Publishers Association (OASPA) to establish the PLACE. We share values and goals to work more effectively to better support the needs of our communities. Each organisation is taking actions to lower barriers to participation and provide greater support for the organisations that publish scholarly and professional content that we work with.

Hence, we envisaged the PLACE as a ‘one stop shop’ for access to more consolidated and plainly put information, to support publishers in adopting best practices the industry developed. We also hope that by setting the information service as a forum, we will encourage open exchange with publishers who aspire to do things right, as well as between them.

Rethinking staff travel, meetings, and events

Ginny Hendricks — Tue, 07 Jun 2022 00:00:00 +0000

As a distributed, global, and community-led organisation, sharing information and listening to our members both online and in person has always been integral to what we do.

For many years Crossref has held both in-person and online meetings and events, which involved a fair amount of travel by our staff, board, and community. This changed drastically in March 2020, when we had to stop traveling and stop having in-person meetings and events. Due to the hard work and creativity of our team and the support of our Ambassadors and Sponsors, we were able to move to exclusively online meetings and events and maintain connections with colleagues, members, and much of the scholarly research community.

Online meetings have benefits compared to in-person ones; they have a much lower carbon footprint, and they can be more inclusive because people don’t have to find the time and money to travel. But there are limitations to online meetings; individual connections made in person do become harder to maintain, and new connections are more difficult to make and grow online. Sometimes just by sitting with someone, meeting their team and drinking their tea, free-flowing conversation leads to real progress.

But with over 17,000 members in 150 countries, our small staff can’t be everywhere, and we need to consider the personal as well as the environmental impacts.

When we started work on the 2022 budget last year, our staff and board took the opportunity to think about our approach, with the goal of not going back to ‘normal’. So we asked ourselves, now that we have a better sense of what works and what doesn’t, how can we make our travel and in-person meetings have a greater impact on our goals, while also traveling less and reducing our impact on the environment?

We decided that in the context of our mission and values, we had to take into account three key areas:

The environment and climate change
Inclusion
Work/life balance.

We developed an updated strategy for in-person and online meetings from 2022 onwards along with a set of recommendations and commitments to reduce our carbon footprint. The commitments were approved by the board at its November 2021 meeting.

Our plan for online and in-person meetings

Online events will generally be aimed at broad groups, in multiple timezones, to inform, update, and test general ideas and assumptions at scale. In contrast, in-person events will be smaller, focusing on deep learning, co-creation, and collaborating through various formats such as workshops, roundtables, or sprints, ideally working toward a specific outcome. These smaller in-person meetings will be scheduled alongside other community events so there will be fewer trips on the whole but each trip more consolidated.

Each in-person meeting will have stated goals such as recruiting and onboarding a new Sponsor, bringing our Ambassadors together to build relationships and share best practices, or getting experts together in a room to help decide important polices, improve some code, or plan new initiatives. At the moment, we are not planning ‘hybrid’ events as we don’t believe they will help meet our goals.

While online meetings and webinars provide a breadth of interactions, in-person meetings can provide greater depth and opportunities for more meaningful engagement and purposeful discussion, and it is this depth that we have missed over the last two and a half years. Therefore, we are identifying focus countries where we plan on engaging more with local community groups. Each country-level engagement plan includes outreach and communications activities and some in-person meetings.

Factors and aims for selecting focus countries

Inclusion is important for us and we are committed to supporting the needs of our community members worldwide. We aim to combine meaningful conversations with informational activities. We want to provide time in the day for technical problem solving and/or a more strategically focused session, both of which have worked well in the past. We hope to learn more about trends in our selected focus countries, including the challenges our members face, local publishing norms, barriers to participation in Crossref, and understand and help to adapt government policies.

We consider a number of factors when selecting countries with which to focus our activities:

Where we have a relatively large number of members.
Where we are seeing an increase in new members joining.
Where we have not undertaken engagement activities in at least 3 years.
Where we have good contacts to collaborate with, i.e., a national funder, a sponsor or ambassador, a government body, or another organisation aligned with our mission.
Where we have very few members but where research output is high according to other sources, in order to understand and overcome barriers to participating in Crossref.
Where we can consolidate multiple engagement activities in one trip, for example run a LIVE (informational) meeting or workshop, develop relationships with a key Sponsor, or discuss national research policy with government representatives.
Where we can coordinate our engagement efforts alongside other local community events.

Our environmental commitments

In line with rethinking how we engage with our members and making sure we do so in the most sustainable, inclusive, and impactful way, we are making the following commitments:

Crossref staff will think strategically and consider environmental, inclusion, and work/life balance issues when they plan travel. We will make the most of in-person events by focusing on those that involve interaction, such as listening and learning from our members and users, deepening relationships, co-creating, and forming new alliances
We will travel less and have fewer face-to-face meetings going forward compared with 2019 as a baseline year. The 2022 travel and events budget was reduced by 40% and set at 60% of the 2019 budget. Travel and in-person events for the first half of 2022 have been limited so we will make this same commitment for 2023 still using 2019 as the baseline.
Crossref will track the carbon footprint of staff travel to meetings and events. We will regularly review the data and find ways to reduce the environmental impact.
Combine stakeholder visits with event trips and vice versa whenever possible (if you do 1 plane trip to a location 1000 miles away instead of 2 trips, you reduce your impact by 0.5t)
As previously planned before the COVID-19 pandemic, the Crossref LIVE Annual Meetings will remain online only and will be held in different time zones. Having them in different time zones will enable global sharing of updates with a lower environmental impact.
Crossref board meetings will be reduced from three in-person meetings per year to one face-to-face and two online meetings per year.
Fewer staff will attend fewer in-person conferences and will combine them with other travel.
For Crossref staff meetings, it is important for our distributed staff to meet face-to-face as a whole organisation and as teams. We will plan for one all-staff in person meeting per year (at which there can also be team meetings). Additional team meetings will be based on the reduced travel and meetings budget. Where possible, team meetings will be combined with other meetings (e.g. conferences or other community events).
While trips that combine meetings may mean longer time away from home, we will still try to avoid staff having to travel or be away on weekends. We will also:
- Avoid short-haul flights (under 2.5 to 3 hours) where trains are available.
- Book hotels within walking distance of the event locations (if safe) in order to reduce taxi use.
- Use public transport and trains (if efficient and safe).
- Select hotels that have good sustainability plans in place, seeking out ‘green’ hotels where (if available and within budget).
- Prioritize locations where the fewest number of staff have to travel or travel the shortest distances.

Reporting

From now on, we will:

Track staff travel incl. the number of trips, miles flown, and the carbon impact.
Estimate the carbon footprint of our two offices, staff home working, our data center, and our cloud infrastructure.
Track all Crossref-hosted events - in-person and online and review annually (what went well, what can be improved, how to further reduce carbon footprint) as part of the budgeting process.

Many organisations are now rethinking how to go about travel, conferences, meetings, and work in general. The pandemic may have been the trigger for a big shift in the ways we work and interact, and not all of it was welcome or should continue; however, sometimes it takes a big event to give us the space to sit back, reflect, and change things for the better going forward. As always, we’ll evaluate these approaches over time.

All of this means we may be declining some in-person meetings (and when we do, please don’t take it personally) but we still look forward to engaging with our community in a purposeful way.

This feels like a good time to give a shout-out to all our Ambassadors and Sponsors around the world who are very important for insight and engagement, and we will continue to partner with them for both online and in-person meetings.

Do you want to be a Crossref Ambassador?

Vanessa Fairhurst — Thu, 14 Apr 2022 00:00:00 +0000

A re-cap

We kicked off our Ambassador Program in 2018 after consultation with our members, who told us they wanted greater support and representation in their local regions, time zones, and languages.

We also recognized that our membership has grown and changed dramatically over recent years and that it is likely to continue to do so. We now have over 16,000 members across 140 countries. As we work to understand what’s to come and ensure that we are meeting the needs of such an expansive community, having trusted local contacts we can work closely with is key to ensuring we are more proactive in engaging with new audiences and supporting existing members.

We know that Crossref still remains inaccessible to many around the world, and in line with our strategic goal to engage communities, we want to lower the barriers to participation. Our Ambassadors are essential to us achieving this goal as we look to develop additional content in languages other than English, identify organisations to work closer with to support local research ecosystems, provide more in-person and online events in local time zones and languages, and do more in terms of open support via our community forum.

What are our ambassadors up to now?

We currently have a team of 30 ambassadors, spanning Indonesia, Turkey, Ukraine, India, Bangladesh, Colombia, Mexico, Tanzania, Cameroon, Nigeria, Russia, Brazil, USA, UAE, Australia, China, Malaysia, Mongolia, Singapore, and Taiwan. The program is reviewed annually, welcoming new faces and sometimes sadly saying goodbye to others. This enables us to continue improving how we work together and ensures the Ambassador team remains a diverse group of committed individuals that have the time and support from Crossref to fully participate in the program.

Over the last 3 years, we’ve had some great successes alongside a few challenges, not least of which has been working across 15 countries during a pandemic. We have all experienced the additional personal and professional strain that COVID-19 brought along, including shifts in the way we work and anxieties in the way we go about our lives. Of course, it has also meant that all our interactions have been restricted to Zoom, which has many benefits but doesn’t compare to face-to-face interactions when it comes to building strong working relationships, particularly across language and cultural barriers.

Despite this, our ambassador team helped us run 15 multi-lingual webinars last year, including Content Registration in Arabic, Getting Started with Books in Brazilian Portuguese, and an Introduction to Crossref in Chinese. They also helped us translate various materials and content into other languages, provided feedback on our new developments, took part in beta-testing, provided support to members on our community forum, and participated in calls to contribute to the program’s future.

I love helping people get to know Crossref’s products and services.

I was proud to work as Ambassador and give an online Chinese webinar to introduce Crossref and the services in Oct. 2021.

I am glad to be of help to Spanish speakers who are not able to grasp all the Crossref information correctly because of a language barrier or because they don’t have the time to read and explore all the information available.

Muy contento de poder formar parte como Embajador y con ello poder promover el uso y aprovechamiento de los productos de Crossref.

I feel so blessed meeting with many diverse friends in Crossref ranging from Europe to Asia continents.

Feeling happy by giving back knowledge to my regional community.

The future is ours to co-create

As countries are slowly dropping restrictions and we are taking our first cautious steps into a potential ‘post-pandemic’ world, our Community Engagement and Communication team has been looking at what this means for our activities in 2022 and beyond.

A big part of this is identifying local communities and groups to engage with to learn what challenges our members are facing, what barriers to participation in Crossref still exist, and how we can overcome these together. This practice is also fundamental to our vision of the Research Nexus––a rich and reusable open network of relationships connecting research organisations, people, things, and actions––which can only become a reality if everyone can fully contribute to the scholarly record.

As such, we would like to expand our Ambassador Program and particularly encourage applications from those based in the following countries:

Argentina
Chile
Canada
Croatia
El Salvador
Germany
Ghana

Iraq
Kenya
Nicaragua
Nigeria
Peru
Poland
Vietnam

By being one of our ambassadors, you will become a key part of the Crossref community; our first port of call for updates or to test out new products or services, become well connected to our wide network of members, and work closely with us to make scholarly communications better for all.

If you are interested in participating, please read more on our Ambassadors page. You can submit an application letting us know why you are interested, how you work with Crossref currently, and a bit more about yourself. We will then follow up with you to discuss your ideas and the program in more detail.

The Ambassador Program is quite flexible, so you can choose how and when you contribute based on your comfort levels and other commitments. However, it does come with some minimum requirements of attending two team calls a year, being responsive and letting us know if anything is preventing you from participating, and completing our annual feedback survey so we can continue to improve the program going forward. A good level of English and a firm understanding of our services and systems at Crossref is also a must to participate fully in the program and provide support to others in your local community. If you have just joined Crossref or want to learn more about how to work with us, then the Ambassador program may be too much for you right now, but our documentation has lots of helpful information and step-by-step guides, and you could also look at attending one of our events or joining our community forum.

If you have any questions, you can always contact us at feedback@crossref.org. We look forward to hearing from you!

Announcing the ROR Sustaining Supporters program

Ed Pentz — Wed, 23 Mar 2022 00:00:00 +0000

In collaboration with California Digital Library and DataCite, Crossref guides the operations of the Research Organization Registry (ROR). ROR is community-driven and has an independent sustainability plan involving grants, donations, and in-kind support from our staff.

ROR is a vital component of the Research Nexus, our vision of a fully connected open research ecosystem. It helps people identify, connect, and analyze the affiliations of those contributing to, producing, and publishing all kinds of research objects. Crossref added support for ROR to its schema and REST API in 2021 and we are asking Crossref members to use ROR IDs for author affiliations in the metadata they deposit with Crossref. But this post is about how the Crossref community can support ROR in another way.

All three lead organisations—as well as the ROR initiative—have publicly committed to the POSI Principles and we know that our diverse and global community is increasingly interested in showing its support for open scholarly infrastructure too. Now there’s an opportunity to show that support; the following blog by Maria Gould, cross-posted from the ROR blog, explains how.

ROR begins a new round of community fundraising

Since ROR launched in 2019, we have been charting a path to sustainability that leverages our broad community network and diversifies our funding sources. ROR is currently funded through a combination of in-kind support from its three operating organisations, project-based grant funds, and financial contributions from community members.

While ROR aims to minimize overhead and contain costs, it still requires resources to build and maintain the registry’s infrastructure, especially as adoption continues to grow. ROR has been working to establish independent revenue streams that complement ROR’s in-kind support, avoid dependence on grant funds, and ensure the registry data remains openly available.

This year, ROR is initiating a new round of community fundraising. Building on the community fundraising campaign we ran during 2019-2021, we are renewing a call for organisations to commit to supporting ROR financially. We are launching a Sustaining Supporters program that opens up new ways for organisations to participate in the collective funding of ROR.

ROR Sustaining Supporters program

With the Sustaining Supporters program, organisations are encouraged to support ROR’s operating expenses on a recurring annual basis. Any organisation that signs up to support ROR through the end of 2022 will be recognized as a Founding Supporter and receive a supporter badge that can be displayed on their website.

We want to make the process of contributing to ROR as easy as possible. To ensure this is the case, organisations can support ROR at any amount that works for their budget and capacity. Also, to simplify the invoicing process, organisations that are already members of Crossref or DataCite can choose to receive an invoice directly from Crossref and DataCite for their ROR contributions. However, if organisations prefer, they can also be invoiced directly from ROR.

Why support ROR

ROR aims to be an example of the power and potential of community-funded open infrastructure. ROR is committed to providing open, stakeholder-governed infrastructure for research organisation identifiers and associated metadata. Implementation of ROR IDs in scholarly infrastructure and metadata enables more efficient discovery and tracking of research outputs across institutions and funding bodies.

The Sustaining Supporters program is the next step in ROR’s sustainability journey. ROR is continuing to explore future potential paid service tiers designed for those organisations and companies that rely heavily on our infrastructure, which would complement the supporters program. However, rest assured that any paid services will not impact the availability of ROR data or our commitment to supporting our community, in line with our commitment to the Principles of Open Scholarly Infrastructure (POSI).

We’ve all seen key infrastructure components disappear, be enclosed, or get acquired. We are also realistic about how much effort and cost is involved in sustaining key components of open infrastructure that the scholarly community depends on. And we are committed to doing this right. That means not just sustaining core infrastructures, but investing in them so that they can evolve alongside community needs.

ROR is a free resource for the research community. However, this shared infrastructure does require a collective funding approach that can sustain it as a common good.

Join us!

This is an exciting moment to be part of ROR’s growth. Let’s fund open infrastructure together!

If your organisation is interested in supporting ROR and helping to fund open, community-led infrastructure, sign up here.

Now is the time to work together toward open infrastructures for scholarly metadata

Ginny Hendricks — Wed, 27 Oct 2021 00:00:00 +0000

Now is the time to work together toward open infrastructures for scholarly metadata

The closure of Microsoft Academic — and its records not covered by Crossref — was a wake-up call for the scholarly community. Published on the LSE Impact Blog in October 2021, this piece draws lessons from that moment and makes the case for open, collectively governed, and sustainable metadata infrastructure.

Strategists

Understand why open scholarly infrastructure is fragile — and what makes it resilient. How the loss of Microsoft Academic revealed gaps in coverage, governance, and sustainability, and why POSI offers a framework for building something more durable.

Decision-makers

Know what your organisation should commit to. A direct call to action for publishers, funders, institutions, and infrastructure providers — and why mandating open, FAIR metadata is essential to the health of the scholarly record.

Practitioners

See the gaps and how to fill them. What the Microsoft Academic coverage data revealed about grey literature and Global South scholarship, and how open metadata workflows and full-text access can address those gaps.

What this piece covers

The Microsoft Academic closure — what was lost, and what the coverage gap revealed about equity and representation in open scholarly infrastructure
Four lessons learned — why metadata infrastructure must be POSI-compliant, collaborative, supported by systematic policy, and paired with open full-text access
A call to action for each stakeholder group:
- Publishers — deposit complete metadata (references, abstracts) in open infrastructures; support the Initiatives for Open Citations and Open Abstracts
- Researchers — choose journals that offer open access to both full text and complete, validated metadata
- Funding agencies — mandate that metadata from funded research be made openly available
- Institutions and libraries — require complete, open metadata availability in contracts with publishers
- Infrastructure and service providers — simplify metadata deposition for smaller publishers with limited technical capacity
- Metadata disseminators — ensure enriched metadata is openly available with full provenance using common standards and open licences

Read the article

Read on LSE Impact Blog

DOAJ and Crossref sign agreement to remove barriers to scholarly publishing for all

Ginny Hendricks — Mon, 21 Jun 2021 00:00:00 +0000

22 June 2021, London, UK and Boston, MA, USA — The future of global open access publishing received a boost today with the signing of a Memorandum of Understanding between the Directory of Open Access Journals (DOAJ) and Crossref. The MOU formalizes an already strong partnership between the two organisations and furthers their shared pursuit of an open scholarly communications ecosystem that is inclusive of emerging publishing communities.

Both organisations aim to encourage the dissemination and use of scholarly research using open infrastructure, online technologies, regional and international networks, and community partners - all supporting local institutional capacity and sustainability around the world.

“DOAJ is delighted to be formalizing today’s agreement with Crossref, an organisation we are already closely aligned with. Together we stand a greater chance of encouraging an open, fair, and fully inclusive future for scholarly publishing,” said Lars Bjørnshauge, DOAJ Founder and Managing Director.

The agreement will enable content from journals indexed on DOAJ to be more easily identified through the use of Crossref metadata. The MOU also covers the exchange of a variety of services and information and greater coordination of technical and strategic requirements between DOAJ and Crossref. Included too is the development of outreach and training materials, coordination of service and feature development, as well as research studies to explore the overlaps and gaps in the journals and metadata covered by each organisation.

“As academic-led journals continue to grow in number and geographic reach, it’s important we support this community more effectively. Our partnership with DOAJ means we can share strategies, data, and resources in order to lower barriers for emerging publishers around the world,” said Ginny Hendricks, Crossref’s Director of Member & Community Outreach.

About DOAJ

DOAJ is a community curated online directory that indexes and provides access to high quality, open access, peer reviewed journals. DOAJ deploys more than one hundred carefully selected volunteers from among the community of library and other academic disciplines to assist in the curation of open access journals. This independent database contains over 15,000 peer-reviewed open access journals covering all areas of science, technology, medicine, social sciences, arts and humanities. DOAJ is financially supported worldwide by libraries, publishers and other like-minded organisations. DOAJ services (including the evaluation of journals) are free for all, and all data provided by DOAJ are harvestable via OAI/PMH and the API. See doaj.org for more information.

About Crossref

Crossref makes research objects easy to find, cite, link, assess, and reuse. We’re a not-for-profit membership organisation that exists to make scholarly communications better. We rally the community; tag and share metadata; run an open infrastructure; play with technology; and make tools and services—all to help put research in context. Visit crossref.org for further information.

Please contact louise@doaj.org or feedback@crossref.org with any questions.

Open-source code: giving back

Joel Schuweiler — Fri, 30 Apr 2021 00:00:00 +0000

TL:DR;

Hi, I’m Joel
GitLab UI unsatisfactory
Wrote a UI to use the API
Wrote a missing API
Open company contributes changes back to another open company
Now have a method for getting work done much easier
Hurrah!

I’m Joel, a Senior Site Reliability Engineer here at Crossref. I have a long background in open source, software development, and solving unique problems. One of my earliest computer influences was my father. He wrote software to support scientists in search of things like the top quark, the most massive of all observed elementary particles.

One day my father came home with over 40 floppy disks, excited to have this cool, free operating system called Linux. Together we installed Linux and ended up with a fully functional computer. Learning and using Linux opened up an entirely new world to me of amazing open-source software that I could use freely. As I enjoyed all this new software now available to me, I tried to fix any bugs or problems I’d encounter and report solutions for them to the software developers. It felt great to be able to contribute back so others could benefit.

Software teams tend to manage their workflow by writing issues, reviewing them to make sure they make sense and have an achievable goal, estimate how much time it will take to complete, and finally––the crucial step––putting the issues in the order in which they should be completed. To manage my work, I’ve always used Jira––a product designed to help teams of all types prioritize work––and for the first time in over a decade, I find myself not using it in my work.

Product development tracking with GitLab

The Crossref team took the decision a few years ago to move all our development and product tracking work via GitLab––a commercial open-source product anyone can use to help keep track of software throughout the development life cycle––with an open-by-default policy. Work is tracked using the issues feature of Gitlab. GitLab will host it, so you don’t have worry about maintenance and backups. One major drawback I discovered with GitLab, is a lack of maturity when it comes to doing light project management work.

This is where the trouble begins with GitLab.

In the board view of your issues, you can transition your issues from waiting, to in progress, from in progress to done. The problem with this view is its width-restricted, and things like tags on issues, which are used to help categorize, take up valuable vertical space. With enough tags and a long enough subject line, you can only see five issues at a time on a MacBook Pro monitor, for example.

In the list view of your issues, you get a clean compact view; the perfect view to order issues. However there’s one major flaw, it’s paginated. (You know when you’re shopping and they make you click to see another page of goods? Yes, like that.) The problem with GitLab’s implementation is you can drag and drop issues on a given page, but there is no way to move the issues to another page in the list of results. Additionally, all newly-created issues are added to the end of the list.

The solution

I went about finding a solution by visiting GitLab’s own public issue page and found that requests requiring user interface (UI) changes would languish; in some cases, they would go years without getting approval. Instead of putting in all the work to open an issue with them, only to have it be discarded or ignored, I decided to look for another way.

GitLab has an API, what more could I need? I discovered I could log in and get a list of all the issues, by project, and by group. “This is perfect!”, I thought. I can write my own UI around it. It took three evenings writing a UI that was satisfactory to me. When I started writing javascript to interact with the UI, I learned that the ’re-ordering of issues’ didn’t actually have an API. Further investigation lead me to the issue tracker where I found an issue by a GitLab employee asking for the same functionality––the ability to re-order issues.

While in a chatroom for GitLab development, I was genuinely surprised by my experience. There was quick attentive help on locating the file I would need to implement the change, they set up a development environment, and even helped submit tests for my code while I worked on updating documentation and writing a changelog entry. It felt like GitLab must’ve designated an employee to work with the community on submitting improvements. In no time, the API for re-ordering was implemented. After the scheduled monthly release of GitLab rolled out with my new API, I was able to easily re-order issues.

GitLab’s response when help was needed along the way was impressive. Now there is a much easier method for getting work done that everyone can use. It’s rewarding when you can contribute back to the community for all to benefit.

Is GitLab as polished as Jira? No. Did they embrace me making changes by being open from the start and providing help along the way? Yes. Do I see Jira shifting its culture to match? Unlikely.

By emulating GitLab, an open organisation like Crossref has a shot at encouraging community development.

Discuss all things metadata in our new community forum

Vanessa Fairhurst — Thu, 11 Feb 2021 00:00:00 +0000

TL;DR: We have a Community Forum (yay!), you can come and join it here: community.crossref.org.

Community is fundamental to us at Crossref, we wouldn’t be where we are or achieve the great things we do without the involvement of you, our diverse and engaged members and users. Crossref was founded as a collaboration of publishers with the shared goal of making links between research outputs easier, building a foundational infrastructure making research easier to find, cite, link, assess, and re-use. It is at the very core of what we do and who we are. Our global community now includes publishers, libraries, government agencies, funders, researchers, universities, ambassadors, and more from over 140 countries. We are also actively part of the larger scholarly research community, which includes other open scholarly infrastructure organisations, metadata users and aggregators, open science initiatives, and others with shared aims and values.

What do we mean by ‘community’?

‘Community’ is often one of those words which gets bandied around without much thought given to its meaning. At Crossref, we are aware that expertise lies within our broad, global community and we engage with them (you!) in a variety of ways to ensure that decisions we make are community-led and that what we do, as well as what we don’t do, are in line with the views of our members and developed with your insights and input. We do this via our working groups, committees, ambassador program, beta-testing groups, in-person and online events, webinars, and on-going dialogues and feedback via our support channels and even social media. We are also involved in a number of collaborative projects with other organisations such as ROR, Metadata 2020, Make Data Count, PIDapooloza, and the FREYA project to name but a few.

Community is more than just signing up to be a Crossref member. It’s more than just attending an event or a webinar, or levelling up to include the use of a service like Crossmark or Similarity Check –– it’s really engaging with us and creating something together of shared value for the scholarly community. As an organisation, we’ve been so thrilled that there is a new group dedicated to highlighting community managers and our work. We are working with –– and learning a lot from –– the Centre for Scientific Collaboration & Community Engagement to improve the way we interact and involve people in Crossref. The model below shows a trajectory towards true collaboration that we aim to follow in the coming months and years.

Cite as: Center for Scientific Collaboration and Community Engagement. (2020) The CSCCE Community Participation Model – A framework for member engagement and information flow in STEM communities. Woodley and Pratt doi: 10.5281/zenodo.3997802

In the current climate, there are additional challenges and limitations on how we interact with all the various communities that we as individuals are a part of, both professionally and personally. I wrote in my last blog about how we have moved our events online and thought about new ways to better connect and engage with our community virtually. One of those ways is our Community Forum.

The purpose of our community forum

Hosted on the open-source discussion platform Discourse, you can find our forum at community.crossref.org. The goal of the community forum is to create an inclusive, open space where Crossref members, ambassadors, sponsors, service providers, and others who share a passion for scholarly infrastructure, can connect. This enables collaborative problem-solving, the sharing of expertise and experiences across time zones and languages, and allows members to post questions to be answered by other community members or even our staff. Members of the community engage via creating posts, commenting on existing content in the forum, volunteering for working groups or beta-testing projects, helping to co-create materials that include translations and shared FAQs, giving feedback on new developments, and joining online events and webinars. Throughout these interactions, we expect that those who use the community forum will form relationships –– a collective working together to advance their work with Crossref and shape the future of scholarly infrastructure.

When I joined Crossref as Community Manager over three years ago, the idea of a forum had already begun to take shape, but it wasn’t quite there just yet. There was additional research and consultation with the community to be done to check this was the approach we wanted to take.

This involved speaking to others working in scholarly communications about forums they were involved in running or were an active participant of –– check out the PKP forum for instance if you haven’t already –– and having numerous valuable conversations about successes, potential downfalls, and realistic expectations. The most important –– and commonly cited –– takeaway is that building an online community takes time. We are still at the start of this journey. It will only work if it is a place of value for all and a place where people feel a sense of belonging and co-ownership.

Preparing to rollout the forum

We tested the platform with a small group of beta-testers and also sent out a survey to over 1,700 of our members, taking a sample with a geographical and organisational spread. The responses thankfully held no major surprises and reinforced our belief that this is something of use to people.

Key research findings

77% of respondents had previously contacted our Support team for help resolving an issue.
90% stated either ‘yes’ or ‘maybe’ to whether they would use a community forum to post their questions, though over half have never used a forum before.
Most common reasons of importance for joining are ‘Community support in solving issues or answering questions’, ‘To locate FAQs and quickly find answers to common issues’, and ‘To connect with others working in a similar role and/or with similar interests’
Most commonly-stated things that would discourage or limit member’s participation would be how time-consuming and complex the forum is to use, and any potential language barriers.

Things you can do on the forum

We hope this will provide a much more open level of support for the community, enabling us to bring out all those great questions and thoughtful conversations we receive via our Support channels into the public sphere, where we can all benefit from these rich exchanges. Ultimately our goal for the future is that this space is owned by you, the Crossref community. This is a platform for you to connect and build relationships with others working in scholarly communications: metadata fanatics, identifier aficionados, developer gurus, and open research enthusiasts - we welcome you all!

Share what activities or projects you are working on and get input from others.
Share issues that you need some help resolving, post a question to the forum in your native language and get help from another community member.
Give us feedback on our plans and help us shape future developments at Crossref.
Test out new tools and services.
Find out about upcoming events and webinars, and share any you think are of interest to the community.
Help us identify better ways of working together through Crossref and co-create new materials and projects.

How to get started

So, how do I sign up you ask? Simply head over to community.crossref.org and set up an account. There’s a useful How-To guide available on our welcome post, as well as some Community Guidelines all our members should follow.

Do you have a question about registering or updating your metadata? Then head over to the Content Registration category and post your query to the group. Want to find out about getting started with Similarity Check service? Then take a look at our Similarity Check topic in our services category. Or maybe you want to know more about upcoming multilingual webinars at Crossref, or perhaps you have one of your own you’d like to share? Then check out the Community Calendar.

We’re also looking for talented linguists out there to help us translate our welcome email template into multiple languages so that anyone joining the community can get a welcome in their native language. To join in, visit my post in our ‘Questions from Crossref’ category.

We look forward to seeing you in the community soon!

Event Data: A Plan of Action

Martyn Rittman — Mon, 01 Feb 2021 00:00:00 +0000

Event Data uncovers links between Crossref-registered DOIs and diverse places where they are mentioned across the internet. Whereas a citation links one research article to another, events are a way to create links to locations such as news articles, data sets, Wikipedia entries, and social media mentions. We’ve collected events for several years and make them openly available via an API for anyone to access, as well as creating open logs of how we found each event. Some organisations are already using Event Data and we are keen for more to come on board.

Last year we gave an update on Event Data with apologies for being so quiet and a promise of more information at a later date. It’s been some time, so here goes…

I joined Crossref in the middle of last year as a Product Manager and was tasked with looking into Event Data. The first thing I found was a large amount of enthusiasm for Event Data, both within Crossref and further afield. The idea of gathering information beyond the metadata deposited by our members is popular, and creates valuable connections between DOIs and a range of other sources. Interest spans the spectrum of academic research, publishing, bibliometrics, and beyond.

At the same time, I found a project with a very solid, well-built code base but unstable performance. After being put into production in 2018, we didn’t provide sufficient support. Coupled with staff changes and other competing priorities, Event Data hasn’t had the opportunity to live up to early expectations.

To address these issues, we have embarked on a plan to make the server infrastructure more robust, improve monitoring, and make sure that the future of Event Data makes the best use of the resources we have without over-stretching. It means working with the community to determine the most essential aspects of Event Data, and providing support where it’s needed.

The steps below are not necessarily sequential and some depend on the completion of work in other parts of Crossref, but they outline the priorities we have for Event Data in 2021.

The Plan

Stability

Since we put in place our original Event Data infrastructure, the amount of incoming data has grown, and at an ever-increasing rate. In 2017 we were creating 2 million new events per month, that number is now over 20 million. We have known for some time that we need to refresh the infrastructure, but didn’t have the resources to move forward: now we do.

In the first part of the plan we will renew the server infrastructure that underpins Event Data. Maybe not a headline-grabbing move, but the aim is to reduce downtime and pull in missing data. Through improving our monitoring and shortening the response time when things go wrong, we will be able to ensure that events are added on a regular basis and the API can reliably handle requests.

We’ve made the first steps in this direction by upgrading our API infrastructure and making some other tweaks to improve performance. There is still work to do, but we’ve already seen a significant improvement in performance with nearly >99.99% uptime in December.

Consolidation

The second component of the plan is to review performance and data quality. We will evaluate the event sources, update artefacts (such as the lists of publisher landing pages and news websites, and review performance reporting. This will help us to have a better understanding of Event Data in its current form: if the stability component is about improving what comes in and goes and out, this part will give us increased confidence in what Event Data already contains.

Future roadmap

While the two steps above are being carried out, we will revisit the applications of Event Data and talk to organisations that currently use it or have expressed an interest. These conversations will feed into future development in which we will evaluate new sources and other ways to optimize the service.

Central to the roadmap will be continued support of the data citation endpoint in Scholix format, which we run in close collaboration with DataCite. Additionally, we will add new data from relationships between Crossref works, for example a preprint is matched to a journal article, or where there are corrections, retractions, or translations of works.

We expect to continue supporting the current sources of events and where there are organisations with either a strong interest in a particular source or a database of events that they can send directly, we are keen to build collaborations. Event Data, like everything that Crossref does, is a community-based effort.

Staying in touch

To join the conversation about Event Data and keep informed, head over to our Community pages. You can also check out our Gitlab pages. At the end of last year we updated the Education pages where you can learn more about Event Data.

Calling all 24-hour (PID) party people!

Kathleen Luschek — Tue, 13 Oct 2020 00:00:00 +0000

While we wish we could be together in person to celebrate the fifth PIDapalooza, there’s an upside to moving it online: now everyone can participate in the universe’s best PID party! With 24 hours of non-stop PID programming, you’ll be able to come to the party no matter where you happen to be.

Send us your ideas for #PIDapalooza21

Now is your chance to share your work in the #PIDapalooza21 spotlight! We’re seeking proposals for short, interactive sessions about what you are doing––or want to do––with persistent identifiers and the communities that love and use them.

#PIDapalooza21 will feature sessions around the broad theme of PIDs and Open Research Infrastructure, focusing on the following areas:

Theme 1. PIDs 101

For PID beginners! You’ve got just 30 minutes to get attendees up to speed on a PID or PIDs. Make it fast! Make it fact-filled! Make it fun!

Theme 2. PID Communities International

Have you always wanted to host a Spanish-language PID session, or bring together PID people in the humanities? Tell us how you’d connect with PID peers around the world!

Theme 3. PID Success Stories

There’s nothing better than hearing about what’s working in the PID world––and why! Share your success stories so we can all benefit from them.

Theme 4. PID Party!

It wouldn’t be PIDapalooza without the party sessions, so be creative! Help us make this the best PID party ever!

Propose a session now!

The call for proposals will be open until October 30. Submit your PIDea now!

*Note: The PIDapalooza submission form uses Google. If you are unable to access Google Forms, email your session idea.

Get the full low-down on #PIDapalooza21 at the PIDapalooza website.

Open Abstracts: Where are we?

Ludo Waltman — Fri, 25 Sep 2020 00:00:00 +0000

The Initiative for Open Abstracts (I4OA) launched this week. The initiative calls on scholarly publishers to make the abstracts of their publications openly available. More specifically, publishers that work with Crossref to register DOIs for their publications are requested to include abstracts in the metadata they deposit in Crossref. These abstracts will then be made openly available by Crossref. 39 publishers have already agreed to join I4OA and to open their abstracts.

Where are we at the moment in terms of openness of abstracts? For an individual publisher working with Crossref, the percentage of the publisher’s content for which an abstract is available in Crossref can be found in Crossref’s Participation Reports. The chart presented below gives the overall picture (as of September 1, 2020) for medium-sized and large publishers working with Crossref. The vertical axis shows the number of journal articles of a publisher in the period 2018-2020. Because of the large differences between publishers in the number of articles they publish, this axis has a logarithmic scale. The horizontal axis shows the percentage of the articles of a publisher for which an abstract is available in Crossref. The orange dots represent publishers that have agreed to join I4OA. The publishers colored in blue have not yet agreed to join the initiative.

A similar chart was published a few months ago in this blog post on the importance of open abstracts. Comparing the above chart with the one published a few months ago, the first effects of I4OA are already visible. While for most publishers the percentage of abstracts available in Crossref has hardly changed, it has increased from 11% to 95% for the Royal Society, one of the founding publishers of I4OA. This reflects the efforts the Royal Society has made over the past months to improve the availability of abstracts in Crossref for its content, not only for new content but also for existing content. For SAGE, another founding publisher of I4OA, the percentage of abstracts available in Crossref has increased from 38% to 50%. A further increase can be expected to take place in the coming months. The third founding publisher of I4OA, Hindawi, has remained at a stable level, with abstracts being available for 97% of its content.

The above chart shows that many publishers supporting I4OA are already making abstracts available in Crossref. Other publishers do not yet make abstracts available in Crossref but have nevertheless decided to join I4OA. This is the case for Frontiers, PLOS, and Karger, and also for several smaller publishers not visible in the above chart, such as EMBO and Ubiquity Press. These publishers are currently adjusting their workflows and will start submitting abstracts to Crossref soon.

Of the publishers that have not yet joined I4OA, some may not yet be aware of I4OA, while others may need more time to decide whether they will join the initiative. As can be seen in the above chart, most publishers that have not yet joined I4OA do not make abstracts available in Crossref at the moment. However, some publishers have not yet joined I4OA even though they do make abstracts available in Crossref. We hope these publishers will join I4OA soon. By joining the initiative, these publishers would formalize their commitment to openness of abstracts.

None of the publishers in the above chart makes abstracts available in Crossref for 100% of its journal content. Some publishers, such as Copernicus and Hindawi, are close to 100%, but even these publishers have some content for which no abstract is available. Importantly, this does not necessarily mean that publishers have failed to submit abstracts to Crossref for some of their content. Instead, it may simply mean that some of their journal content does not have an abstract. Research articles usually have an abstract, but many other types of content published in journals, such as book reviews, letters, editorials, and corrections, often do not have an abstract. For most publishers, it is therefore impossible to make abstracts available for 100% of their content. Moreover, since Crossref does not distinguish between different types of content published in journals, we cannot provide separate statistics on the availability of abstracts for different types of journal content.

As an example, let’s consider Brill, a publisher that has joined I4OA and that mainly focuses on the humanities and social sciences. Abstracts are available in Crossref for 57% of Brill’s content in the period 2018-2020. This may suggest that Brill has failed to submit abstracts to Crossref for a significant share of its content. However, when we look up journal publications of Brill in 2018 and 2019 in the Web of Science database, abstracts turn out to be available for only 68% of these publications. Assuming that Web of Science has more or less complete coverage of abstracts, this seems to indicate that Brill has already submitted most of its abstracts to Crossref. In fact, Web of Science shows that about a quarter of the publications of Brill are book reviews and that hardly any of these book reviews has an abstract. This illustrates why some publishers, for instance those that publish many book reviews, cannot be expected to get close to 100% availability of abstracts.

Despite the above caveats, it is clear that there is still a long way to go in improving the availability of abstracts in Crossref. As of September 1, 2020, abstracts were available for 21% of all journal articles in Crossref in the period 2018-2020. In Web of Science (Science Citation Index Expanded, Social Sciences Citation Index, and Arts & Humanities Citation Index), 86% of all journal publications in 2018 and 2019 that have a DOI also have an abstract.

Publishers who wish to distribute their abstracts openly through Crossref can include them in the normal content registration process. They can send XML to Crossref (using Crossref’s metadata deposit schema), either directly via HTTPS POST or via the Crossref admin system. For back-content, a resubmission of the full XML is required. In addition, various tools can be used to deposit abstracts. Open Journal Systems (OJS) has a plugin that supports the depositing of abstracts. Metadata Manager also facilitates this, but only for journal articles. Crossref’s web deposit form does not yet support abstracts, but Crossref is working on this.

To keep track of the progress publishers are making in depositing abstracts in Crossref, we plan to publish regular updates of the chart presented above on the I4OA website. We look forward to witnessing the impact of I4OA in the coming months!

Thank you to guest authors Bianca Kramer and Ludo Waltman, as well as the other founding members of I4OA.

Publishers, are you ready to ROR?

Maria Gould — Tue, 25 Aug 2020 00:00:00 +0000

If you manage a publishing system or workflow, you know how crucial—and how challenging!—it is to have clean, consistent, and comprehensive affiliation metadata. Author affiliations, and the ability to link them to publications and other scholarly outputs, are vital for numerous stakeholders across the research landscape. Institutions need to monitor and measure their research output by the articles their researchers have published. Funders need to be able to discover and track the research and researchers they have supported. Academic librarians need to easily find all of the publications associated with their campus. Journals need to know where authors are affiliated so they can determine eligibility for institutionally sponsored publishing agreements.

Until recently, an open, unambiguous, and persistent identifier for research organisation affiliations has been a missing layer of the scholarly ecosystem. DOIs could identify articles and datasets and other research outputs, and ORCID IDs could identify researchers, but no equivalent solution was available to identify institutions. With the launch of the Research Organization Registry (ROR) in 2019 (which Crossref has helped to develop), the landscape is changing. ROR IDs are an opportunity to make affiliation details easier for publishers to use and easier for those who rely on this data.

Affiliations are a key piece of Crossref metadata that has been missing, but will soon be supported in the Crossref metadata schema. This means that content registered with Crossref can be associated with a ROR IDs to enable better tracking and discovery of research and other publication outputs by institution.

What is ROR?

ROR is the Research Organization Registry––open, noncommercial, community-led infrastructure for research organisation identifiers. The registry currently includes globally unique persistent identifiers and associated metadata for more than 98,000 research organisations (as of August 2020).

ROR IDs are specifically designed to be implemented in any system that captures institutional affiliations and to enable connections (via persistent identifiers and networked research infrastructure) between research organisations, research outputs, and researchers.

ROR IDs are interoperable with those in other identifier registries, including GRID (which provided the seed data that ROR launched with), Crossref Funder Registry, ISNI, and Wikidata. ROR data is available under a CC0 waiver and can be accessed via a public API and data dump.

ROR is not the first organisation identifier to exist. But ROR is distinct because it is completely open, specifically focused on identifying affiliations, and collaboratively developed by, with, and for key stakeholders in scholarly communications. ROR is operated as a joint initiative by Crossref, DataCite, and California Digital Library, and was launched with seed data from GRID in collaboration with Digital Science. These organisations have invested resources into building an open registry of research organisation identifiers that can be embedded in scholarly infrastructure to effectively link research to organisations.

Why care about ROR IDs in Crossref metadata?

Ed Pentz, Crossref’s Executive Director, explains the key role ROR can play in enriching Crossref metadata:

“Over the years Crossref has expanded the metadata it collects (for example, ORCID IDs and license URLs) based on the changing needs of our members and the scholarly research community. A key type of metadata that is missing from Crossref is affiliations. We’ve had a lot of feedback from members that adding affiliations should be a priority. At Crossref LIVE19 in Amsterdam, ROR was ranked joint first place for Crossref by the 100 plus attendees at the meeting. For the last few years we’ve been diligently working on the initiative and are very happy that ROR is now coming to fruition.”

Crossref metadata does include some affiliations already. But this data is not comprehensive or consistent, and appears as free-text strings only (even if originally sourced from a list of institutions). A search for UC Berkeley, for instance, returns multiple variants of the university’s name:

University of California, Berkeley
University of California-Berkeley
University of California Berkeley
UC Berkeley
And likely more…

While it isn’t too difficult for a human to guess that “UC Berkeley,” “University of California, Berkeley,” and “University of California at Berkeley” are all referring to the same university, a machine interpreting this information wouldn’t necessarily make the same connections. If you are trying to easily find all of the publications associated with UC Berkeley, you would need to run and reconcile multiple searches at best, or miss data completely at worst. This is where an affiliation identifier comes in: a single, unambiguous, standardized identifier that will always stay the same (for UC Berkeley, that would be https://ror.org/01an7q238).

ROR IDs for affiliations can transform the usability of Crossref metadata. While it’s crucial to have IDs for affiliations, it’s equally important that the affiliation data can be easily used. The ROR dataset is CC0, so ROR IDs and associated affiliation data can be freely and openly used and reused without any restrictions.

What does this mean for publishers?

As the Crossref schema update is being cleared for takeoff, this is a good time for publishers and publishing service providers to be thinking about adopting ROR.

ROR IDs can be useful in publishing workflows in a variety of ways. They can easily be implemented into manuscript tracking systems to identify the affiliations of submitting authors and co-authors. This can be done via a simple institution lookup that connects to the ROR API. Authors choose their affiliation from a dropdown list populated from ROR; they do not have to provide a ROR ID or even know that a ROR ID is being collected.

Upon publication, ROR affiliation data can be included when content is registered with Crossref. ROR IDs are also supported in the JATS XML format that many publishers use. Crossref metadata can be searched and crawled, and the Crossref API will make ROR IDs available so affiliation data can be captured by tools and services and fed into downstream reporting and tracking systems.

Get ready to ROR!

ROR is already working with a number of publishers and service providers that are planning to integrate ROR in their systems, map their affiliation data to ROR IDs, and/or include ROR IDs in publication metadata.

For example: Rockefeller University Press has already added the collection of ROR IDs to their publication workflow. Upon submission, the author selects an institutional affiliation from a dropdown list of options that comes from ROR. Rockefeller University Press also relies on this affiliation data for billing and licensing purposes to coordinate Gold Open Access publishing agreements.

In addition to publishers, libraries and repositories and other stakeholders are building in support for ROR. You can also see the list of active and in-progress ROR integrations here.

We know decisions about identifier adoption aren’t easy or immediate, so get in touch with ROR if you have questions or want to be more involved in the project. ROR holds regular community meetings and webinars and supports several community working groups for those interested in implementing ROR IDs and working with ROR data. This is a community-driven effort so we want to hear from you!

Events got the better of us

Bryan Vickery — Fri, 27 Mar 2020 00:00:00 +0000

Publisher metadata is one side of the story surrounding research outputs, but conversations, connections and activities that build further around scholarly research, takes place all over the web. We built Event Data to capture, record and make available these ‘Events’ –– providing open, transparent, and traceable information about the provenance and context of every Event. Events are comments, links, shares, bookmarks, references, etc.

In September 2018 we said Event Data was ‘production ready.’ What we meant was development of the service had reached a point where we expected no further major changes to the code, and we encouraged you to use it. What normally would have followed was a detailed handover to our operations team, for monitoring and performance management, and for Product Management to expand Event Data by adding new Crossref member domains and evaluating additional event sources.

Why so quiet?

But many things changed on the staff front, meaning 2019 was a year of reinvention for the Technical and Product teams and of critical knowledge sharing and learning –– Event Data had to take a back seat as we focused resources on other key projects (more on that later). From a technical perspective, we’ve found the Elasticsearch index is not performing well and the approach taken to specifically support data citations through Scholix has not really scaled.

When things go wrong, whether in ways you can or can’t anticipate, the most important thing is communication –– in dealing with the challenges we forgot to do that. We understand how frustrating that can be and we’re extremely sorry to have gone so quiet.

So, where are we today?

Event Data is important to us and clearly important to you too as you’ve contacted us about your use-cases and the reliability of the service. Event Data remains available and you’re welcome to use it, but you should expect instability to continue and be aware that it does not find events for DOIs/domains of our newer members (who joined Crossref since 2019) –– so we’re conscious it might be hard to say whether it’s a good fit for your project at this point.

What are we doing?

We have brought in additional expert Elasticsearch resources to assist with a separate project to migrate our REST API from SOLR to Elasticsearch. We’re making fantastic progress on this. As soon as we’re confident we can make this switch, we will move those same Elasticsearch resources to shoring up Event Data. The REST API takes priority over Event Data because we need to add support for important new record types (like research grants) that aren’t yet available via the API.

We’re also concluding the process of hiring two new Product Managers which means we’ll be in a position to assign someone to head up the product management of Event Data. When we do return to Event Data in the coming months, our initial priority will be increased support for data citation and Scholix. If that means radical changes to the rest of the service, we’ll let you know.

Opening up the discussion

We will have more news on Event Data in mid-2020. We’d love you to join the Crossref Community Forum; we’ve created a new Category for Event Data where you can post details of how you are using, or plan to use Event Data; post questions to the group; suggestions for future development and provide general feedback on the Event Data service.

Can you help us to launch Distributed Usage Logging?

Kirsty Meddings — Mon, 02 Mar 2020 00:00:00 +0000

Update: Deadline extended to 23:59 (UTC) 13th March 2020.

Distributed Usage Logging (DUL) allows publishers to capture traditional usage activity related to their content that happens on sites other than their own so they can provide reports of “total usage”, for example to subscribing institutions, regardless of where that usage happens.

We are looking for a consultant to take the lead with DUL outreach, promoting the service and its benefits in order to solicit participation from publishers (receivers) and content-hosting platforms/scholarly collaboration networks (senders).

Crossref provides the infrastructure for DUL. The call for participation is being led by COUNTER and the selected consultant will be representing COUNTER, with additional support from Crossref

If you are interested in this opportunity, please download the request for information (RFI).

The RFI response deadline is 23:59 (UTC) 13 March 2020.

Metadata 20/20 outcomes: principles, personas and practices for richer open scholarly metadata

Ginny Hendricks — Mon, 30 Dec 2019 00:00:00 +0000

Metadata 20/20: Principles, personas and practices for richer open scholarly metadata

Metadata 20/20 was an international, community-led initiative bringing together researchers, publishers, librarians, funders, data repositories, and service providers around a shared goal: richer, more connected, more reusable, and more open metadata for all research outputs. The outcomes page collects the full set of deliverables from the initiative’s three phases.

Strategists

Understand why richer metadata is a community problem — and a community opportunity. The principles and use cases that make the case for investing in metadata quality across the scholarly ecosystem.

Decision-makers

Know what good metadata practice looks like for your role. Personas across six stakeholder communities — researchers, publishers, librarians, funders, data repositories, and platforms — clarify what each group needs from metadata and what each can contribute.

Practitioners

Apply the practices, evaluation frameworks, and best practices guidance. Concrete implementation guidance drawn from a multi-stakeholder survey (211 responses from 23 countries), a peer-reviewed literature review, and a 2019 workathon.

What the initiative produced

Metadata principles — aspirational guidelines for improving research communications, discoverability, and reuse across the community
Metadata personas — role-based constructs for six stakeholder communities, identifying what each needs from metadata and how each can contribute
Metadata practices — implementation guidance to help each persona act on the principles
Use cases — real-world challenges and opportunities that illustrate the cost of poor metadata and the value of richer records
Literature review — a peer-reviewed synthesis of the metadata landscape, published in RIO Journal
Multi-stakeholder survey — 211 responses from 23 countries exploring metadata awareness and attitudes (2019)
Evaluation framework — approaches for assessing and improving metadata quality
Workathon proceedings — outputs from the September 2019 community event on metadata change management
Methods paper — documentation of the community-based process used to develop the principles and personas

Explore the outcomes

Speaking, Traveling, Listening, Learning

Vanessa Fairhurst — Thu, 29 Aug 2019 00:00:00 +0000

2019 has been busy for the Community Outreach Team; our small sub-team travels far and wide, talking to members around the world to learn how we can better support the work they do. We run one-day LIVE local events alongside multi-language webinars, with the addition of a new Community Forum, to better support and communicate with our global membership.

This year we held a publisher workshop in London in collaboration with the British Library in February to talk about all things metadata and Open Access, before heading over to speak to members in Kyiv in March at the National Technical University of Ukraine. June saw our first ever non-English LIVE local event in Bogota held in collaboration with Biteca, and in an action-packed week in July, Rachael Lammey and myself jetted across to Kuala Lumpur and Bangkok where we collaborated with Malaysian Ministry of Education, USIM, Chulalongkorn University, iGroup, and ORCID to run two events for our South-East Asian members.

Despite the varied locations, speakers and audiences at these events, some common themes emerged…

Language Matters

We currently work with member organisations in over 125 countries around the world, spanning an even greater number of languages. Whilst, at the moment at least, it is not possible to provide support across all these languages, we are improving support for non-native English speakers. We now have service videos, factsheets, and brochures available in 8 languages including: French, Spanish, Brazilian Portuguese, Arabic, Chinese, Japanese, Korean, and Bahasa Indonesia. As well as expanding our webinars to include a series in Russian, Brazilian Portuguese, Arabic, Spanish and Turkish so far.

Our global team of 24 Ambassadors have been key in helping us to provide translated documentation, to run multi-lingual webinars and in-person events, and to answer questions from our members across languages and timezones. Our LIVE local event in Bogota, saw us run our first ever Spanish event with support from our Latin American ambassador team.

I know first hand how daunting public speaking can be, particularly in a second language. As a non-native Spanish speaker, the fear of being misunderstood or mis-pronouncing a word can be paralysing. Members come along to our events with a whole host of questions, sometimes preferring to come and speak to us one-on-one at the break or follow up with us after the event. Everyone has their own preferences, however, being able to communicate in the local language helps to break down barriers and boosts audience participation by taking away these added pressures.

Additionally after running a number of these events, one of the key things we have learnt is how much content to cover in a day. Our LIVE locals are free to attend and open to the whole community. This however can mean that we have a very varied audience in terms of technical know-how and experience of working with our systems. At first we attempted to cover all we could, addressing as many needs, questions and uses of Crossref metadata that we could. However, creating content to please everyone is often a recipe for disaster and information overload. If you start to see your attendee’s eyes glaze over or they start answering emails on their smartphones, you’ve lost them.

Instead we are now going to tailor our events a little more, asking registrants questions in advance, and selecting specific topics to cover. Having a good range of distinct topics and presenters, including local guest speakers, also helps to maintain momentum and avoid audience fatigue. Wider information and conversations will then continue on our Community Forum as well as events being supplemented by webinars in local languages and timezones.

Relationship status: It’s complicated

A question we are often asked when talking to members is how to link distinct content items in the metadata - whether this be a data-set to the published results, a preprint with the version of record, or a translated version of an article with the original. Linking these related research outputs is extremely important; researchers need to be able to cite the correct version of the work they have used in their research. Creating a network of these linkages between scholarly outputs also helps ourselves, our members, and the wider community better track how research is used and developed.

English is by far the most common language used in international academic journals and often is required for publication, however the article can be published in two or more languages, enabling greater discovery and use of the research. A frequent question we get asked is how to register the two versions, whether they use the same DOI or whether each should be assigned its own identifier. Our advice is that each version of the article should have it’s own DOI for citation reasons, but should be linked in the metadata of the translated version as in the xml example below:

However, our schema covers far more relationship types than purely translations. Another interesting area of discussion which has become increasingly prevalent in the last couple of years is around preprints. We began supporting the registration of preprints in November 2016, using their specific record type and enabling linking in the metadata to the version of record, providing a clear publication history for accurate citation. Today we have almost 150k registered in our system.

In Kyiv, we had a request to talk more about data citation; the importance of making data available and persistently linked to. Although data is often shared, it is not routinely referenced in the same way as journal articles or other publications, and this is something we want to encourage. When data is cited it provides clarity and context about the research underpinning the published article, as well as enabling greater discovery and re-use of that data in future research and publications. You can do this in two ways at Crossref, either by including data citations your reference lists, or, again, by using the relations section of the schema. If you want to learn more about the ‘how’ of data citation, we have some useful guidance you can take a look at.

As we are always saying Crossref is all about making connections. Linking research objects by capturing and declaring relationships within your metadata helps to map the evolution of research. Making the distinct parts of the research and publication process accessible by both readers and machines, enables wider discovery, re-use, transparency, accuracy of citations and provides greater acknowledgment of contributors.

Finding Solutions to Resolutions

Reports are rarely the things that get pulses racing (you should probably take a long, hard look at yourself if so) but they are important and can be very useful to make sure your content and the associated metadata is being registered correctly.

We often get questions from members who want to better understand their resolution reports. These are reports generated on a monthly basis for each DOI prefix, sent to the business contact for your organisation, which provide statistics on the resolution rates of your content. So what do we mean by a resolution? Well simply, when a reader clicks on a DOI link for an article, that counts as one DOI resolution. No information is captured about the user or where they are coming from. Although we work to filter out computer-generated usage, the numbers are not a precise measure of human click-throughs to a publishers website - cached articles, search engine crawlers, and traffic directed through a library link resolver can be included in these numbers. However, the reports still provide a good idea of traffic to your publications via the DOI.

Often the part of the report which is of particular interest is the resolution failure rate. Although in an ideal world this would be 0%, realistically 2-3% is the norm. Publishers who are new to Crossref or who have created a small number of DOIs may have a higher failure percentage and this isn’t necessarily a problem (for example, a publisher with 1 failure and 9 successes will have a 10% failure rate). A .csv file containing a list of all failed DOI resolution attempts for the month is attached to each report so that you can review any significant number of failures or any dramatic changes which may indicate a problem that needs to be solved.

Possible reasons for DOI failures:

Bad links - check that your DOI is directing readers to the correct location of your full text or landing page.
Undeposited DOIs - any DOIs that have been distributed or published should be deposited immediately. Simply adding a DOI to your content page will not automatically register this link.
Similarly, if your DOI was deposited mid-month and distributed earlier, any attempts prior to this date will appear as failures on your report.
User error - sometimes users can make mistakes when typing or copy-and-pasting DOIs. To minimize the risk of this keep your DOIs simple and short.

It is also important to make sure you keep the contact details we have on file for your organisation up to date. Otherwise you might miss out on receiving important information about your account. Where it is possible we ask members to submit at least three separate contacts and review this regularly as people often move within and between organisations. We want to keep in touch to give you helpful, essential and interesting information (no spam!)

Get involved

Our next LIVE local event will be held in Oakland, California on 19 September, registration is open and spaces are still available. Alternatively you might want to sign up to one of our interactive Metadata Manager webinars to learn how to use our new content registration tool. Our plans for 2020 are still in the inception phase and we welcome any interest in collaboration, you can contact us at feedback@crossref.org or send us a message on the Community Forum, where you can also keep up to date with our plans as well as giving us your feedback and suggestions. Speaking of feedback and, we have a survey which is trying to collect just that. Please let us know what you value about Crossref (and what you don’t) - we’d love to hear your thoughts.

We'll be rocking your world again at PIDapalooza 2020

Ginny Hendricks — Sun, 18 Aug 2019 00:00:00 +0000

The official countdown to PIDapalooza 2020 begins here! It’s 163 days to go till our flame-lighting opening ceremony at the fabulous Belem Cultural Center in Lisbon, Portugal. Your friendly neighborhood PIDapalooza Planning Committee—Helena Cousijn (DataCite), Maria Gould (CDL), Stephanie Harley (ORCID), Alice Meadows (ORCID), and I—are already hard at work making sure it’s the best one so far!

We have a shiny [new website](https://pidapalooza.org), with loads more information than before, including spotify playlists (please add your PID songs to [the 2020 one](https://open.spotify.com/playlist/1oJtbpTzF9I3MewQ1Yasml?si=D0TKdR8BTJSL-GA3X_LwVQ)!), an instagram photo gallery, and of course registration information. Look out for updates there and on [Twitter](https://twitter.com/pidapalooza).

And, led by Helena, the Program Committee is starting its search for sessions that meet PIDapalooza’s goals of being PID-focused, fun, informative, and interactive. If you’ve a PID story to share, a PID practice to recommend, or a PID technology to launch, the Committee wants to hear from you. Please send them your ideas, using this form, by September 27. We aim to finalize the program by late October/early November.

Don’t forget to tie your proposal into one of the six festival themes:

Theme 1: Putting Principles into Practice

FAIR, Plan S, the 4 Cs; principles are everywhere. Do you have examples of how PIDs helped you put principles into practice? We’d love to hear your story!

Theme 2: PID Communities

We believe PIDs don’t work without community around them. We would like to hear from you about best practice among PID communities so we can learn from each other and spread the word even further!

Theme 3: PID Success Stories

We already know PIDs are great, but which strategies worked? Share your victories! Which strategies failed? Let’s turn these into success stories together!

Theme 4: Achieving Persistence through Sustainability

Persistence is a key part of PIDs, but there can’t be persistence without sustainability. Do you want to share how you sustain your PIDs or how PIDs help you with sustainability?

What would make heterogeneous PID systems ‘interoperate’ optimally? Would standardized metadata and APIs across PID types solve many of the problems, and if so, how would that be achieved? And what about the social aspects? How do we bridge the gaps between different stakeholder groups and communities?

Theme 6: PID Party!

You don’t just learn about PIDs through powerpoints. What about games? Interpretive dance? Get creative and let us know what kind of activity you’d like to organize at PIDapalooza this year!

PIDapalooza: the essentials

What? PIDapalooza 2020 - the open festival of persistent identifiers
When? 29-30 January 2020 (kickoff party the evening of January 28)
Where? Belem Cultural Center, Lisbon, Portugal (map)
Why? To think, talk, live persistent identifiers for two whole days with your fellow PID people, experts, and newcomers alike!

We hope you’re as excited about PIDapalooza 2020 as we are and we look forward to seeing you in Lisbon.

Funders and infrastructure: let’s get building

Josh Brown — Mon, 29 Jul 2019 00:00:00 +0000

Human intelligence and curiosity are the lifeblood of the scholarly world, but not many people can afford to pursue research out of their own pocket. We all have bills to pay. Also, compute time, buildings, lab equipment, administration, and giant underground thingumatrons do not come cheap. In 2017, according to statistics from UNESCO, $1.7 trillion dollars were invested globally in Research and Development. A lot of this money comes from the public - 22c in every dollar spent on R&D in the USA comes from government funds, for example. Funders really do support a LOT of research.

For that research to count, it needs to be communicated. For us to interpret those research communications critically, we need to understand how the research was done and who paid for it.

At Crossref, we’ve been working with funders for many years. The Open Funder Registry was launched (with donated support from Elsevier) in 2012, and provides a taxonomy of funders, each uniquely identified, which has grown to cover 20,000 funders around the world. This resource has helped to connect the organisations that provide research funds to resources, projects, and publications. Some are also members and have been registering content with us. This is a growing trend as more funders start to launch their own open platforms. Funders also consume metadata from Crossref members, using it to track and report on the published outputs of the researchers they support.

More recently, we have been exploring the ways that we can do more in partnership with the funding community. As our board concluded in 2017,

Crossref requires increased emphasis on funders, understanding their needs and requirements and increasingly including funders in the scholarly communication dialogue.

In response, we have explored new services and practical enhancements to our existing portfolio, such as the new grants registration system, which will also power search and lookup tools.

This new initiative will link structured information about grants with DOIs, and enable us to provide open tools to help institutions, publishers, and research supporting organisations to re-use that data and make long-lasting connections between specific funding (and other kinds of research support) and research activities and outcomes. The value of this was beautifully explained by our friends at Wellcome (now members) in this blog post, and was reinforced by a recent survey undertaken by ORCID in which linking grants to outputs was cited as one of the major challenges facing funders. The Crossref Grant Linking System launched this July with a group of early adopter funders, ably supported by the team at Europe PMC.

We’re not stopping there though: we are lucky to have a dedicated and engaged funder advisory group, and we will continue to work with them to understand how our interactions with funders can benefit the wider ecosystem that we support, and help funders to achieve their goals.

There are many platforms providing vital intelligence to funders, from Dimensions to OpenAIRE, which rely on Crossref data. Last month, I was at the OAI11 workshop in Geneva, and it was striking how many presentations included a slide that mentioned using Crossref data. There were 200 people from the open science community there, and they clearly rely on Crossref as a foundational infrastructure to build their ecosystem. That community is also just a subset of the more than 2,500 registered consumers of Crossref metadata. We need to keep asking how this metadata can improve the information available to funders, to their partners and to service providers. Adding grants to the mix will help all of these parties provide an even richer picture of research.

As we move forward with our engagement with the global funding community, new opportunities are becoming visible, and not just for funders. Better experiences for authors, reduced overhead for publishers and easier benchmarking for institutions are a selection of benefits that this work can help us realize.

When we really start to get to grips with opening up information about the inputs to research in the way we already have with its outputs, truly exciting things can happen. The really great thing about this is that, quite literally, everyone benefits: from Crossref members to everyone touched by advances in our understanding of the world. Let’s get building!

Big things have small beginnings: the growth of the Open Funder Registry

Kirsty Meddings — Sun, 21 Jul 2019 00:00:00 +0000

The Open Funder Registry plays a critical role in making sure that our members correctly identify the funding sources behind the research that they are publishing. It addresses a similar problem to the one that led to the creation of ORCID: researchers’ names are hard to disambiguate and are rarely unique; they get abbreviated, have spelling variations and change over time.

The same is true of organisations. You don’t have to read all that many papers to see authors acknowledge funding from the US National Institutes of Health as NIH, National Institutes for Health, National Institute of Health, etc. And wait, are you sure they didn’t mean National Institute for Health Research? (An entirely separate UK-based funder).

And a lot of countries have a National Science Foundation…

If each funder has a unique identifier, our members can include it in the metadata that they register with us, giving a clear and accurate link between the funder of the research and the published outcomes. And we can make that information available to everyone via our API, and build human interfaces so that you can look it up.

Many types of funding bodies are represented in the Funder Registry, from government agencies and large international foundations to small single-mission charities, and everything in between. As well as a unique DOI for each institution, the Registry contains additional metadata that can help to identify the funder such as country, abbreviated or alternate names, translated names, and so on.

The Registry also supports relationships between different funders. These can be hierarchical parent/child relationships for larger organisations, or connections between archival and current entries in instances where a funder has changed its name or become part of another body (to tell us about these kinds of changes you just need to get in touch).

The Registry was donated to Crossref by Elsevier when we first introduced funding information as part of our Content Registration schema back in 2012. We started out with a list of just over 4000 funders. Through an ongoing partnership the list has been - and continues to be - updated on a monthly basis by Elsevier, and sent to Crossref as a formatted XML file that we process and release.

In return, Crossref sends Elsevier a feed of funder names that our members have registered with us that are not present in the Registry, which a team at Elsevier validates and adds to their databases, and then puts those newly-identified funders in to the next iteration of the list they send to us. It’s nice and circular and benefits both parties.

We released v1.27 of the Funder Registry last week, and it contains entries for an impressive 21,356 funders.

I’ve been involved in this project since its inception, and have enjoyed a productive and cooperative working relationship with the team at Elsevier, headed by Peter Berkvens (Senior Product Manager) and Paul Mostert (Director Product Management). I asked them to explain a little about the process from their side:

“Our team maintains a workflow in which Acknowledgement and Funding sections from articles are scanned for appearances of funding organisations using Natural Language Processing techniques. External Elsevier vendors then edit the data and add the validated names of the funders to what is called the Funding Bodies Taxonomy. The latter feeds Crossref’s Open Funder Registry.

Currently, the Taxonomy is nearing 22,000 Funders. It is expected it will grow to 25,000 Funders eventually. When this stage is reached, Elsevier believes that all existing Funders will be covered in the Funder Registry. Elsevier will continue to maintain the list adding new Funders as soon as they appear in scientific papers.

Elsevier’s Primary Articles production workflow for ScienceDirect uses the Funder Registry during the copyediting process, validating and tagging the Funders that appear in the accepted articles for Elsevier journals hosted by ScienceDirect. We then send the funder names and IDs to Crossref as part of our metadata.”

Thanks to everyone involved for getting us ever-closer to a truly comprehensive list of funders.

And if you’re a member who’s not already registering funding information, why not look into getting started? It all leads to richer metadata which means more people can find, cite and re-use research – and we all know that’s a good thing…

Here’s to year one!

Vanessa Fairhurst — Fri, 22 Mar 2019 00:00:00 +0000

Our Ambassador Program is now one year old, and we are thrilled at how the first 12 months have gone. In 2018 we welcomed 16 ambassadors to the team, based in Australia, Brazil, Colombia, India, Indonesia, Mexico, Nigeria, Peru, Russia, Singapore, South Korea, UAE, Ukraine, USA, and Venezuela.

Our ambassadors are volunteers with a good knowledge of Crossref and the wider scholarly community, they are well connected and passionate about the work that we do. Participating in the ambassador program is complementary to people’s existing roles and enables those who already work with Crossref to have a mechanism to feed back to us and to provide support for their communities.

We reflected on the successes and challenges of the first 12 months and discovered quite a lot has been achieved so far.

The Ambassador Program better equips me to support researchers to conduct outreach and collaborate in multidisciplinary discovery!

– Woei Fuh Wong, Research 123, Singapore

Within the framework of the Ambassador Crossref program, I ran a seminar, webinar, and held several meetings in Ukrainian scientific organisations.

– Andrii Zolkover, Internauka, Ukraine

In my role as ambassador, I am able to provide a greater level of support in Russian. Alongside translated materials, we have also received over 400 tickets to our Russian electronic support system and made over 300 consultations by phone.

– Maxim Mitrofanov, NEICON, Russia

Being an ambassador has enabled me to increase knowledge of Crossref within my community.

– Edilson Damasio, Department of Mathematics Library of State University of Maringá-UEM, Brazil

The ambassador program has helped in vastly raising the awareness of Crossref and its services all over the world. Based in the Middle East, I see the need in the Arab region to know more about Crossref in their mother tongue (Arabic). The program has proven success and its positive impact is tangible.

– Mohamad Mostafa, Knowledge E, UAE

Highlights

Over the course of 2018, there were a number of big achievements which would not have been possible without the help of our ambassadors.

Due to your feedback, we’re very keen to expand the level of multi-language support we offer our diversifying community. In addition to translating key messages, slide decks, and other educational materials, our ambassadors (and some members - thanks also!) helped us in the production of a series of short videos. We now have videos available for each of the Crossref services in nine languages including English, French, Spanish, Brazilian Portuguese, Chinese, Japanese, Korean, Arabic, and Bahasa Indonesia. You can see in the chart below, that although our English videos have the most views (this is the default language), others have also experienced a lot of visitors, particularly notable are the Chinese and Spanish language videos. This underscores the importance of further support in non-English languages, as our series of multi-lingual webinars also demonstrated.

In 2018 we ran webinars in Russian, Brazilian Portuguese, Spanish and Arabic. Several ambassadors have taken a lead in running these webinars in their local languages with assistance from Crossref staff on producing materials and answering questions on the day. Spanish language webinars saw record numbers of attendees from a range of different countries, and our Russian webinar recordings have been viewed over 200 times. We will be continuing to offer more webinars in different time zones and languages, and the recordings are always available for anyone who can’t attend on the day.

Our ambassadors have also been helping us improve and expand our LIVE local events. Last year we held events in Japan, South Africa, Russia, Germany, Brazil and India. Ambassadors help by providing recommendations on venues, accommodation, guest speakers, or even attending and speaking at the event themselves. Some run their own Crossref events which we can help provide materials and also represent Crossref at related industry events in their region. You may have had the chance to meet some of our ambassadors at our annual event in Toronto last November as well.

As our ambassadors are our representatives, acting as our eyes and ears in the wider community, it is important that they are kept up to date with new developments and have good opportunities to report back to us. The ambassador team has participated in beta-testing of a number of new initiatives including our new Metadata Manager and Participation Reports and our upcoming Community Forum. By providing feedback from their own user perspective and from how they anticipate those in their communities will view and use these tools, it enables us get better insights into how an initiative might work before launching it more widely.

Future Plans

Initial feedback on the program has been overwhelmingly positive, both from the ambassadors themselves and the wider Crossref community, so we’re looking at what we can do to hone the program over time. In 2019 we will be welcoming some more ambassadors to the team to further support our global community. We want to support our ambassadors, so we don’t foresee the group growing to the point where there are too many ambassadors for us to be able to engage with. You can read about the team and where they are based, as well as all about the new ambassadors we have welcomed so far this year, on Our Ambassadors page.

This year our ambassadors will be involved when we launch our online community forum (more to come on that soon). They’re already helping with the task-force that is advising on our new documentation, and we’ll be providing them with further training on Crossref tools and services. We also have more webinars and LIVE locals in the pipeline. Keep an eye on our webinars and events pages for more details as they come.

So a final thank you to our ambassador team - it has been great to work with you over the last year, and we look forward to how we can continue to work together!

Work through your PID problems on the PID Forum

Rachael Lammey — Thu, 21 Feb 2019 00:00:00 +0000

As self-confessed PID nerds, we’re big fans of a persistent identifier. However, we’re also conscious that the uptake and use of PIDs isn’t a done deal, and there are things that challenge how broadly these are adopted by the community.

At PIDapalooza (an annual festival of PIDs) in January, ORCID, DataCite and Crossref ran an interactive session to chat about the cool things that PIDs allow us to do, what’s working well and, just as importantly, what isn’t, so that we can find ways to improve and approaches that work.

We titled the session the Yin & Yang of PIDs and challenged attendees to put down on paper (post-its) their thoughts about what’s good about PIDs (the Yin) and what’s not so good (the Yang). Attendees could also upvote other’s comments by adding a smiley face sticker to the concept(s) they supported.

So what came out of the session? Lots of things!

Limits to PID uptake are often more cultural than technical
Yay for auto-update!
Slow adoption of new PID types
Trust issues (I don’t want my information in another system)
“I’m the only Erik, I don’t need an ORCID”
User stories work!

We know we only scratched the surface in the session, but fortunately PIDapalooza also brought a good way to continue the conversation: pidforum.org! The PIDforum was launched at PIDapalooza and is a global discussion platform for all things PID-related. Many PID providers and PID users are already on there, so help us understand more about the yin and yang of PIDs by sharing your own PID problems!

ROR announces the first Org ID prototype

Maria Gould — Sun, 10 Feb 2019 00:00:00 +0000

What has hundreds of heads, 91,000 affiliations, and roars like a lion? If you guessed the Research Organization Registry community, you’d be absolutely right!

Last month was a big and busy one for the ROR project team: we released a working API and search interface for the registry, we held our first ROR community meeting, and we showcased the initial prototypes at PIDapalooza in Dublin.

We’re energized by the positive reception and response we’ve received and we wanted to take a moment to share information with the community. Here are the links to our latest work, a recap of everything that happened in Dublin, some of the next steps for the project, and how the community can continue to be involved.

🎉 Ta da! The first ROR prototype

The Research Organization Registry (ROR) is finally here! We’re thrilled to officially announce the launch of our ROR MVR (minimum viable registry). The MVR consists of the following components, which are ready for anyone to use right now.

ROR IDs: Starting with seed data from GRID, ROR has begun assigning unique identifiers to approximately 91,000 organisations in its registry. ROR IDs include a random, unique, and opaque 9-character string and are expressed as URLs that resolve to the organisation’s record. For instance, here is the ROR ID for California Digital Library: https://ror.org/03yrm5c26
Search: We also built a search interface to look up organisations in the registry: https://ror.org/search.

ROR records: ROR IDs are stored with additional metadata about the organisation, such as alternate names/abbreviations, external URLs (e.g., an organisation’s official website), and other identifiers, such as Wikidata, ISNI, and the Open Funder Registry. This metadata will allow ROR to be interoperable with other identifiers and across different systems. The current schema is based on GRID’s dataset and we plan to incorporate other metadata fields over time and according to community needs.

API: The ROR API is now public. You can access the JSON files at https://api.ror.org/organisations.
OpenRefine reconciler: We’ve released an OpenRefine reconciler that can map your internal identifiers to ROR identifiers: https://github.com/ror-community/ror-reconciler.
Documentation: We have begun storing documentation on Github and will be adding more as we go along. Please feel free to follow and contribute: https://github.com/ror-community.

Community meeting recap

On January 22, 60+ representatives from across the research and publishing community gathered in Dublin to see what the ROR project team has been up to, demo the first prototypes in action, and discuss where we want to go next - and, of course, to practice ROR-ing together.

In the second half of the meeting, attendees split into discussion groups to identify specific aspirations for ROR and brainstorm concrete actions needed to achieve these goals, focusing on the main use case of exposing and capturing all research outputs of a given institution. The proposed ideas covered a spectrum of possibilities for ROR, highlighting the following themes:

ROR as seamlessly-integrated and sometimes invisible infrastructure

Integration between and within existing systems (and in new ones!)
Auto-detection of ROR IDs for example in manuscript tracking and funding application platforms
As such, researchers don’t ever have to be responsible for knowing what a ROR is and using it appropriately - the systems they use will do this for them.

ROR as a critical piece of funder workflows and infrastructure

Demonstrate to funders how ROR can help them analyze impact of research they fund
Conduct outreach with key international funders, especially those interested in open infrastructure
Make funders aware of ROR and encourage them to adopt and mandate use of ROR IDs - involve funders at the beginning to collaborate on technology
Integrate ROR with existing systems and identifiers already in use by funders and other stakeholders

ROR as a trusted registry, collaborative partner, and responsible steward

Culturally sensitive, inclusive, and respectful of what countries are already doing with regard to organisational identifiers, partnering with national bodies working on this and mapping ROR IDs to locally used identifiers.
Involve the institutions listed in the registry early on as well as CRIS systems
Interoperability with existing communities and governance bodies
Workflows to support trust and responsible management of organisational metadata, with policies and procedures for long-term curation and maintenance of records

What we’re hearing

Now that the ROR MVR is here, we’re hearing some really good questions about the data we’re capturing, how it can be used, and how we’ll be maintaining the registry going forward. We wanted to take a moment to respond to some of these questions.

What is the criteria for being listed in ROR? What is a “research organisation”?

We define the notion of “research organisation” quite broadly as any organisation that conducts, produces, manages, or touches research. This is in line with ROR’s stated scope, which is to address the affiliation use case and be able to identify which organisations are associated with which research outputs. We use “affiliation” to describe any formal relationship between a researcher and an organisation associated with researchers, including but not limited to their employer, educator, funder, or scholarly society.

Will ROR map organisational hierarchies?

No - ROR is focused on being a top-level registry of organisations so we can address the fundamental affiliation use case, and provide a critical source of metadata that can interoperate with other institutional identifiers.

ROR IDs are cool - what can I do with them?

Now that we have built our MVR, we will be working to incorporate ROR IDs into relevant pieces of the scholarly communication infrastructure. If you are a publisher, funder, metadata provider, research office, or anyone else interested in capturing affiliations, please get in touch with us to discuss how we might coordinate. If you are a developer, you are welcome to start playing around with the API: https://api.ror.org/organisations.

There’s an error in my organisation’s ROR record — can you fix it?

For the time being, please email info@ror.org to request an update to an existing record in ROR or request that a new record be added. We will formalize our data management policies and procedures in the next stage of the project.

What is ROR’s relationship to other organisational identifiers?

For ROR to be useful, it needs to augment the current offerings in a way that is open, trusted, complementary, and collaborative, and not intentionally competitive. We are committed to providing a service that the community finds helpful and not duplicative, and enables as many connections as possible between organisation records across systems.

I have my own dataset of institutional affiliations — can I give it to ROR?

We are always happy to hear about other efforts to capture affiliation data. Please get in touch with us to discuss how we might coordinate.

Can ROR support multiple languages and character sets?

GRID already supports multiple languages and character sets, so by extension ROR will have this enabled as well. Here is one example: https://ror.org/01k4yrm29.

How will ROR handle curation, i.e., updating records if an organisation changes its name or ceases to exist?

The curation and long-term management of records will be a cornerstone of our efforts in 2019 and we hope to release a working set of policies and procedures soon.

What’s next for ROR

Now that we have our MVR, what happens next for ROR? We’re eager to sustain the momentum from January’s stakeholder meeting at the same time we know there are some longer-term plans to put in place, and so we’re looking at both some immediate tasks as well as bigger-picture questions.

Product development

We have a few to-do items on our list following the launch of the MVR to keep everything running smoothly while we develop a comprehensive long-term product roadmap.

Rewrite some of the code for both the API and the OpenRefine reconciler
Address a few bugs in our repos
Provide guidance for troubleshooting issues
Communicate our processes for users to request changes, report bugs, and suggest features

As a reminder, you can access the existing code in Github: https://github.com/ror-community

Policy development

We’ve been emphasizing here and in community conversations that our primary focus now turns to formulating policies and procedures to ensure the successful management of ROR data over the long term. This is something we can’t (and shouldn’t) do on our own — we want to work with community stakeholders to develop the right solutions and establish the right frameworks. We understand the urgency of firming up these policies, but we are also aware that something this important can take time to complete and is not something to rush into lightly.

Community development

To help guide the next stages of the project, we are putting out an open call for participation in the ROR community advisory group. Advisory group members will be involved in giving input on data management, testing out new features, giving feedback on the product roadmap, and discussing ideas for events and outreach. We plan to convene this advisory group through bimonthly calls and asynchronous communication channels through the end of the year. We hope you will consider joining us! Please email info@ror.org if you are interested.

For those who want to stay informed about the project but not necessarily be part of the advisory group, you have other options!

Sign up for our mailing list (via the footer at ror.org)
Join our community on Slack (www.tinyurl.com/ror-community),
Follow us on Twitter (@ResearchOrgs).

You can also always drop us a line at info@ror.org, and let us know if you’d ever like to set up a meeting or conference call to talk about the project in more detail.

Final thoughts

Community engagement has been vital to ROR’s beginnings and will likewise be critically important for the next steps that we take. As both a registry of identifiers and a community of stakeholders involved in building open scholarly infrastructure, ROR depends on guidance and involvement at multiple levels. Thank you for being part of the journey thus far, and for joining us on the road that lies ahead. 🦁

Zen and the Art of Platform Migration

Amanda Bartell — Mon, 28 Jan 2019 00:00:00 +0000

Nowadays we’re all trying to eat healthier, get fitter, be more mindful and stay in the now. You think you’re doing a good job — perhaps you’ve started a yoga class or got a book on mindfulness. And then, wham! Someone in your organisation casually mentions they’re planning a platform migration. I can sense the panic from here.

While the Holmes and Rahe Stress Scale doesn’t include platform migration as one of the top ten most stressful life events, we hear from our members that it should probably be in there somewhere. There’s so much to think about and plan for - how do you know you’re choosing the right platform partners for the future? How can you be sure that your understanding of what they offer really matches what you need? Will it make it easier for your readers to access your content? What about delays? What if it all breaks on changeover day?

Gaaaaah!

With all that to think about, worrying about whether your DOIs will resolve and what the migration will mean for the quality of your Crossref metadata just seems like an unnecessary layer of stress. It is, however, very important to consider this - even before you start thinking about who your platform partners will be. The process of working through these things up front could help you make better decisions, and set you up for success with the project and into the future.

So, to help you plan ahead, we’ve created a platform migration guide that offers guidance on things like:

What to consider even before you start selecting a new service provider
Planning the change over process
The change over itself (and what that means for your URLs)
What you should do after the migration is complete

The guide gives advice on how to plan for what you really need right now, and what you’re going to need in the future. For example, what metadata are you going to want to register with us and share with the thousands of industry organisations that make use of the data? What other Crossref services might benefit you in the future? What different record types are in your publishing plans?

The guide also has a handy checklist which you can include in your Request For Proposal documentation, to ensure that you’re asking the right questions of potential suppliers.

Once you’ve read the platform migration guide, let us know if there’s anything else you think we should add to it - we’re sure many of you have platform migration stories, and it’s good to share!

Myth busting in Mumbai

Vanessa Fairhurst — Tue, 22 Jan 2019 00:00:00 +0000

In December, Crossref’s Head of Metadata, Patricia Feeney and I headed to Mumbai for our first ever LIVE local event in India, held in collaboration with Editage.

Crossref membership in India has escalated in recent years, with a fifth of its 500 members joining in 2017 alone. Around 40% of these new members are smaller organisations who joined through one of the eight sponsors we currently have in the country.

With such a large increase in membership numbers, it seemed timely to visit and meet both our new and longer-standing members face-to-face. Our LIVE local events provide a great opportunity for us to learn what challenges our members in the community face, so we can understand how to best meet their needs. It also gives us a chance to explain in detail how to benefit from the services we offer, as well as keep them informed about any future developments. A special thanks goes to Editage for all their help in organizing, promoting, and running this event with us.

The Mumbai event was held at the Sahara Star hotel and attended by participants from a range of organisations, with varying levels of knowledge about Crossref. Patricia talked about how to register your content and the importance of providing us with accurate and comprehensive metadata. She also introduced our new Metadata Manager tool, which many participants were excited to hear more about. I gave an overview of Crossref services, with a specific focus on Crossmark and Similarity Check. The afternoon session was run by Editage, and featured a session on ‘Helping journals and publishers to get closer to authors’, followed by a lively debate on research integrity. The debate brought up a number of interesting talking points, including how to attract more students into a career in research, issues around malpractice and plagiarism, and how to improve India’s research culture.

The Q&A part of the day highlighted a number of myths about Crossref that I thought would be worth detailing here, as other members may benefit from these explanations.

Myth #1: Crossref is a mark of publisher and content quality

We have a membership application process where we ask for different types of information and make it clear what the Crossref member obligations are. Crossref doesn’t assess the quality of its members’ content or verify members’ publication processes and procedures. It’s not our role or part of our mission to do these things. It’s important to remember that content with a Crossref DOI says nothing about the quality of the content, or that it is peer-reviewed or authoritative.

Myth #2: Crossref archives content

We store the metadata our members provide about a piece of content, not the content itself. Our metadata is openly available across our APIs and search interfaces. The same applies for access to the full-text. A DOI will take you to a landing page for a piece of content, but access to the full-text will depend upon the content owner’s publishing model.

Myth #3: Crossref provides impact factors

On publisher websites, you’ll sometimes see the number of times a paper has been cited in Crossref, Google Scholar, Web of Science, etc. The Crossref citation information is made available to publishers through our Cited-by service, but it is not an impact factor. Cited-by counts are based on the subset of Crossref’s members participating in that service, so they’ll probably differ from other sources. Crossref Cited-by counts are meant to complement other services rather than replace them.

Myth #4: Crossref charges to make updates or corrections to the metadata associated with a DOI

Not true - while you have to pay for your initial registration, any subsequent updates, corrections or additions you make to the metadata of a content item is free of charge (apart from Crossmark metadata). If you’re a member, we actively encourage you to update your metadata to ensure that your records are as comprehensive and accurate as possible. This helps the scholarly community find and use the content you publish.

Myth #5: Crossref charges for failed deposits

Only deposits which are successful will be counted. You will receive an error message if your metadata deposit has failed, so you are aware of any errors and can resubmit. If you’re not sure what has gone wrong, you can contact our support team.

Myth #6: You need to have separate prefixes to register different record/resource types

You can register all your record types under one prefix (and you don’t need to tell us if you start to do so).

Myth #7: DOI resolutions are how many DOIs you have registered

No. When someone clicks on a DOI link for an article, we count that as one DOI resolution. This is different than the number of unique DOIs you have registered with us. We’ll send you a resolution report once a month which provides details of your total number of resolutions, as well as DOIs which have been most frequently clicked, and any resolution failures. These failures can be an indication that you need to update your metadata with us for that particular article to ensure your DOI is directing readers to the correct webpage.

Myth #8: Crossref own the plagiarism software used in Similarity Check

The Similarity Check service is provided in collaboration with Turnitin who run the iThenticate text-comparison tool. The iThenticate database is the largest comparison database of full-text academic content in the world. Similarity Check participants enjoy cost-effective use of iThenticate because they contribute their own published content into Turnitin’s database. Turnitin also provides our members with access to additional features in iThenticate, such as enhanced text-matches within the document viewer and access to a dedicated Similarity Check support team in order to discuss any technical or billing queries.

It’s great to have the opportunity to do some myth-busting! You’re bound to have more questions, so we’ll be running more LIVE locals in 2019, as well as virtual events. To keep updated, follow us @CrossrefOrg, or subscribe to our newsletter.

Crossref LIVE Brazil evoked vibrant Q&A session

Susan Collins — Wed, 31 Oct 2018 00:00:00 +0000

There has been a steady increase in the growth of our membership in Latin America—and in Brazil in particular—over the past few years. We currently have more than 800 Brazil-based members; some as individual members, but most are sponsored by another organisation. As part of our LIVE Local program Chuck Koscher and I traveled to meet some of these members in Goiânia and Fortaleza, where we co-hosted events with Associação Brasileira de Editores Científicos do Brasil (ABEC Brasil)—one of our largest Sponsors.

These events always provide a great opportunity for us to update our members on new and upcoming Crossref developments. They are also an important way for us to discover more about the varied needs of our members’ communities and learn how we can work together better.

The LIVE Brazil events were attended by more than two hundred members and were held at the Universidade Federal de Goiás and the Universidade de Fortaleza respectively. Chuck and I enthusiastically demonstrated two new tools from Crossref— Participation Reports and Metadata Manager, we discussed our newest record types—preprints and peer review reports, and continually highlighted the importance (and the uses) of quality metadata.

We were joined by some fantastic guest speakers; Milton Shintaku from ABEC explained how to register content using the Crossref/OJS deposit plugin and Crossref ambassador, Edilson Damasio, spoke about Similarity Check and gave a demonstration of how to use the iThenticate interface when checking papers for originality.

The vibrant Q&A sessions reflected the varying needs of the audience. We talked generally about the different Crossref services and went more in-depth with discussions around submitting relationship metadata for peer review and preprints. Crossmark and its implementation was also a hot topic, as was how to benefit from Similarity Check—and in particular how to address cases of duplication in submitted manuscripts, and the setting up of plagiarism policies for each journal. There was also a lot of discussion around OJS integrations, and we were able to share that PKP/OJS is currently in the process of enhancing the Crossref/OJS integration, including the ability for publishers to deposit references.

We were also pleased to see so much interest in supplementing Crossref metadata with references, Similarity Check URLs, license information, etc. To address this we’re running a webinar in Brazilian Portuguese entitled: “Registering content and adding to your Crossref metadata in Portuguese” on 26th November. You can sign up here if you’d like to attend.

I’d like to thank Universidade Federal de Goiás and the Universidade de Fortaleza for hosting the events, providing the venues and the translation team, and of course, thanks to everyone who came!

A special mention of ABEC for their help in organizing and promoting the events. As a Sponsor, they relieve our team of an intense amount of technical support, billing, and other administrative burdens, saving us time and expense, while offering a localized service to Brazilian publishers.

Crossref staff with co-hosts ABEC and representatives from UFG who helped with the event - thank you!

Event Data is production ready

Christine Buske — Wed, 12 Sep 2018 00:00:00 +0000

We’ve been working on Event Data for some time now, and in the spirit of openness, much of that story has already been shared with the community. In fact, when I recently joined as Crossref’s Product Manager for Event Data, I jumped onto an already fast moving train—headed for a bright horizon.

What’s on the horizon? Well, the reality is you never really reach the horizon. Good product development—in my opinion—is like that train. You keep aiming for the horizon and passing all the stations (milestones) along the way, but the horizon keeps moving as you add features, improve the service, and maybe even review where you are headed. However, for Event Data we are pleased to say we have now arrived at a rather important station.

Technical readiness

Thank you to all the beta testers who have journeyed with us this far—we’ve listened and learned, refined and rebuilt with the help of your feedback. We are now thrilled to say that we are service production ready. We’ve reached the station called ‘technical readiness’, and are eager to see more users board our train!

During this time of building and refining, Event Data has grown to include at least 66,7 million events from sources like (in order of magnitude): Wikipedia, Cambia Lens, Twitter, Datacite, F1000, Newfeeds, Reddit links, Wordpress.com, Crossref, Reddit, Hypothesis, and Stackexchange. Wikipedia alone accounts for 50 million events (and counting).

What does this mean?

Event Data is production ready.

Being production ready means we are not going to make any breaking changes to the code, and we are excited to see more people jump on board to explore where you can go with Event Data, and what product or service you might want to build with it.

Getting started

Having a look at Event Data, and using it, is easy. While the user guide outlines everything you need to know to get fully engrossed, you can get your feet wet with a few sample queries:

Above I mentioned Event Data has about 50 million Wikipedia events, you can check if that has grown by looking at a query that lists all distinct events by source (your browser will need a JSON viewer extension):

https://api.eventdata.crossref.org/v1/events/distinct?facet=source/:*&rows=0

You can also see a live stream of events going through Event Data.

For all events registered for a specific content item, you simply query http://api.eventdata.crossref.org/v1/events?obj-id=https://doi.org/XXX, where XXX is replaced with the DOI.

What next?

We are now focusing on the final stretch towards the official roll-out. Beyond this, we will continue to add sources and features and have a healthy roadmap to keep us on track. We value any feedback you have for us about your own journey with Event Data. Your feedback may help shape the direction we take in the future. Most of all, we are all excited to see what people build with it!

We look forward to continuing on our Event Data journey and we welcome you all aboard the train! Please contact me with your ideas.

Presenting PIDapalooza 2019

Christine Cormack Wood — Tue, 28 Aug 2018 00:00:00 +0000

PIDapalooza, the open festival of persistent identifiers is back and it’s better than ever. Mark your calendar for Dublin, Ireland, January 23-24, 2019 and send us your session ideas by September 21.

Yes, it’s back and – with your support – it’s going to be better than ever! The third annual PIDapalooza open festival of persistent identifiers will take place at the Griffith Conference Centre, Dublin, Ireland on January 23-24, 2019 - and we hope you’ll join us there!

Hosted, once again, by California Digital Library, Crossref, DataCite, and ORCID, PIDapalooza will follow the same format as past events – rapid-fire, interactive, 30-60 minute sessions (presentations, discussions, debates, brainstorms, etc.) presented on three stages – plus main stage attractions, which will be announced shortly. New for this year is an unconference track, as suggested by several attendees last time.

In the meantime, get those creative juices flowing and send us your session PIDeas! What would you like to talk about? Hear about? Learn about? What’s important for your organisation and your community and why? What’s working and what’s not? What’s needed and what’s missing? We want to hear from as many PID people as possible! Please use this form to send us your suggestions. The PIDapalooza Festival Committee will review all forms submitted by September 21, 2018 and decide on the lineup by mid-October.

As a reminder, the regular themes are:

PID myths: Are PIDs better in our minds than in reality? PID stands for Persistent IDentifier, but what does that mean and does such a thing exist?
PIDs forever - achieving persistence: So many factors affect persistence: mission, oversight, funding, succession, redundancy, governance. Is open infrastructure for scholarly communication the key to achieving persistence?
PIDs for emerging uses: Long-term identifiers are no longer just for digital objects. We have use cases for people, organisations, vocabulary terms, and more. What additional use cases are you working on?
Legacy PIDs: There are of thousands of venerable old identifier systems that people want to continue using and bring into the modern data citation ecosystem. How can we manage this effectively?
Bridging worlds: What would make heterogeneous PID systems ‘interoperate’ optimally? Would standardized metadata and APIs across PID types solve many of the problems, and if so, how would that be achieved? What about standardized link/relation types?
PIDagogy: It’s a challenge for those who provide PID services and tools to engage the wider community. How do you teach, learn, persuade, discuss, and improve adoption? What’s it mean to build a pedagogy for PIDs?
PID stories: Which strategies worked? Which strategies failed? Tell us your horror stories! Share your victories!
Kinds of persistence: What are the frontiers of ‘persistence’? We hear lots about fraud prevention with identifiers for scientific reproducibility, but what about data papers promoting PIDs for long-term access to reliably improving objects (software, pre-prints, datasets) or live data feeds?

We’ll be posting more information on the PIDapalooza website over the coming months, as well as keeping you updated on Twitter (@pidaplooza).

In the meantime, what are you waiting for!? Book your place now – and we also strongly recommend that you book your accommodation early as there are other big conferences in Dublin that week.

PIDapalooza, Dublin, Ireland, January 23-24, 2019 - it’s a date!

Org ID: a recap and a hint of things to come

John Chodacki — Thu, 02 Aug 2018 00:00:00 +0000

Cross-posted on the blogs of University of California (UC3), ORCID, and DataCite: https://doi.org/10.5438/67sj-4y05.

Over the past couple of years, a group of organisations with a shared purpose—California Digital Library, Crossref, DataCite, and ORCID—invested our time and energy into launching the Org ID initiative, with the goal of defining requirements for an open, community-led organisation identifier registry. The goal of our initiative has been to offer a transparent, accessible process that builds a better system for all of our communities. As the working group chair, I wanted to provide an update on this initiative and let you know where our efforts are headed.

Community-led effort

First, I would like to summarize all of the work that has gone into this project, a truly community-driven initiative, over the last two years:

A series of collaborative workshops were held at the Coalition for Networked Information (CNI) meeting in San Antonio TX (2016), the FORCE11 conference in Portland OR (2016), and at PIDapalooza in Reykjavik (2016).
Findings from these workshops were summarized in three documents, which we made openly available to the community for public comment:
organisation Identifier Project: A Way Forward (PDF)
organisation Identifier Provider Landscape (PDF)
Technical Considerations for an organisation Identifier Registry (PDF)
A Working Group worked throughout 2017 and voted to approve a set of recommendations and principles for ‘governance’ and ‘product’:
Governance Recommendations
Product Principles and Recommendations
We then put out a Request for Information that sought expressions of interest from organisations to be involved in implementing and running an organisation identifier registry.
There was a really good response to the RFI; reviewing the responses and thinking about next steps led to our most recent stakeholder meeting in Girona in January 2018, where ORCID, DataCite, and Crossref were tasked with drafting a proposal that meets the Working Group’s requirements for a community-led, organisational identifier registry.

Thank you

I want to take this opportunity to thank everyone who has contributed to this effort so far. We’ve been able to make good progress with the initiative because of the time and expertise many of you have volunteered. We have truly benefited from the support of the community, with representatives from Alfred P. Sloan Foundation; American Physical Society, California Digital Library, Cornell University, Crossref, DataCite, Digital Science, Editeur, Elsevier, Foundation for Earth Sciences, Hindawi, Jisc, ORCID, Ringgold, Springer Nature, The IP Registry, and U.S. Geological Survey involved throughout this initiative. And we couldn’t have done any of it without the help and guidance of our consultants, Helen Szigeti and Kristen Ratan.

The way forward

The recommendations from our initiative have been converted into a concrete plan for building a registry for research organisations. This plan will be posted in the coming weeks.

The initiative’s leadership group has already secured start-up resourcing and is getting ready to announce the launch plan—more details coming soon.

We hope that all stakeholders will continue to support the next phase of our work – look for announcements in the coming weeks about how to get involved.

As always, we welcome your feedback and involvement as this effort continues. Please contact me directly with any questions or comments at john.chodacki@ucop.edu. And thanks again for your help bringing an open organisation identifier registry to fruition!

References

Bilder, G., Brown, J., & Demeranville, T. (2016). Organisation identifiers: current provider survey. ORCID. https://doi.org/10.5438/4716

Cruse, P., Haak, L., & Pentz, E. (2016). organisation Identifier Project: A Way Forward. ORCID. https://doi.org/10.5438/2906

Fenner, M., Paglione, L., Demeranville, T., & Bilder, G. (2016). Technical Considerations for an organisation Identifier Registry. https://doi.org/10.5438/7885

Laurel, H., Bilder, G., Brown, C., Cruse, P., Devenport, T., Fenner, M., … Smith, A. (2017). ORG ID WG Product Principles and Recommendations. https://doi.org/10.23640/07243.5402047

Laurel, H., Pentz, E., Cruse, P., & Chodacki, J. (2017). organisation Identifier Project: Request for Information. https://doi.org/10.23640/07243.5458162

Pentz, E., Cruse, P., Laurel, H., & Warner, S. (2017). ORG ID WG Governance Principles and Recommendations. https://doi.org/10.23640/07243.5402002

Crossref LIVE and local (to you)

Vanessa Fairhurst — Wed, 18 Jul 2018 00:00:00 +0000

The last few months have been busy for the Crossref community outreach team. We’ve been out and about from Cape Town to Ulyanovsk—and many places in between—talking at ‘LIVE locals’ to members about all things metadata. Our LIVE locals are one-day events, held around the world—but local to you—that provide both deeper insight into Crossref, and information on our services and how to benefit from them. These events are always free to attend, and whether you are a long-established member, totally new, or not even a member at all, we welcome you all to join us.

At our most recent events we collaborated with some fantastic organisations and welcomed attendees from a variety of backgrounds including editors, publishers, service providers, researchers and other metadata users.

South Africa

In April Chuck Koscher, Director of Technology, and I travelled to South Africa for two LIVE locals, one in Pretoria and the other in Cape Town—and both in collaboration with the Academy of Science of South Africa (ASSAf). ASSAf also provided two excellent speakers, Nadine Wubbeling (ASSAf) and Pierre de Villiers (AOSIS), who shared their experiences with Crossref and presented valuable insights into the work that they do.

Delivering events for a varied audience like this means there are often differing levels of knowledge and experience. So, to make sure everyone benefited from our sessions, we covered the different ways you can work with the Crossref deposit system as an XML pro, or an absolute beginner. This included a live demonstration of our new deposit tool Metadata Manager (currently in beta) which should help those less technically-minded people (like myself), and be a big improvement upon our current web deposit form.

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The day ended with a technical session, where attendees discussed specific issues they needed help with, which mainly focussed on retrieving metadata in the Crossref system, interpreting reports, and support with XML.

Images left to right: Dr. Pierre de Villiers talks about the Crossref Experience at AOSIS, and the stunning scenery of Table Mountain provided a nice backdrop to our Cape Town event.

Russia

Just back from a few days in Russia 🇷🇺. We ran a @CrossrefOrg LIVE local in Ulyanovsk for 60 editors, made plans to do more education and outreach in the region and caught a #FifaWorldCup2018 game... pic.twitter.com/GSdNEujJXa
— Rachael Lammey (@rachaellammey) June 22, 2018

The World Cup wasn’t the only big event in Russia last month. That’s right, we were there too—with our very first Russian LIVE local! On the 19th June, 60 attendees from a range of academic and publishing institutions joined us at The Ulyanovsk State Pedagogical University. Rachael Lammey and I introduced Crossref, the role of identifiers, and how to register different resource types with us. We also discussed the use and importance of providing accurate and comprehensive metadata, and shared some interesting use cases.

Guest speaker Professor Zinaida Kuznetsova talked about her experiences of working with Crossref and the benefits of being a member. This was complimented by a talk by fellow guest speaker Maxim Mitrofanov from Crossref sponsoring organisation, NEICON. Maxim explained how NEICON works with Crossref, and provide services for the smaller members they support. Maxim is also one of our Crossref Ambassadors - and he will be running more Russian webinars on our services in the near future, so look out for those listed on our webinar page!

We’d like to say a big thank you to the team at Ulyanovsk State Pedagogical University for their support and help with the event. Also thanks to our fantastic interpreters who helped us immensely by relaying the information to the audience in Russian, as well as helping to translate and answer questions.

Germany

Najko Jahn from Göttingen State and University Library talks about how he uses @CrossrefOrg metadata in his work #CRLIVEGermany pic.twitter.com/Y89ZkBMoSh
— Vanessa Fairhurst (@NessaFairhurst) June 27, 2018

One week later and we were in Hannover, Germany. Crossref’s Laura Wilkinson, Joe Wass and Jennifer Kemp joined me for this event, which was held in collaboration with the German National Library of Science and Technology (Technische Informationsbibliothek - TIB at their impressive venue in on the 27th June.

The day focused on all things metadata - how it can be used and why good metadata is important. This included taking a look at our new Participation Reports tool and a fascinating talk from guest speaker Najko Jahn from Göttingen State and University Library on the benefits of using Crossref metadata for libraries and scientists.

Datacite’s Britta Dreyer also spoke about how DataCite and Crossref support research data sharing, before Joe Wass and I presented updates to the collaborative Org ID project and Event Data service. The day concluded with us sharing more ways to participate in Crossref and other community initiatives.

Questions? Вопросов? Fragen?

Over the course of these events we were asked many questions—and here are some of the more interesting/common ones posed to the team:

Q. Do I have to join Crossref directly, or can I join as part of a group of smaller organisations?
A. You don’t have to be a direct member, you can join via a Sponsor. See our sponsors page for a list of Sponsors in your area, and for more information on becoming a Sponsor.

Q. Can I link translations of works together?
A. Yes, a journal article published in two languages can each be assigned its own DOI, and then linked in the metadata using the relationship type TranslationOf from our schema.

Q. Does the web deposit form support depositing abstracts and references?
A. No, it doesn’t. However, our new Metadata Manager tool does and if you are in interested in trying it out in beta, let us know.

Q. Can I share your new Participation Report tool with my colleagues?
A. Yes you can! It’s open and available for use, just come along and search for a member.

Q. Can I also register book chapters, dissertations and other record types under the same prefix?
A. Yes you can. You can register any of the different resource types we support under one prefix.

Q. Will you be doing more events in this region in future?
A. We hope so, and we are always happy to hear from those who wish to collaborate on future events, so just contact us to get involved.

Hello, meet Event Data Version 1, and new Product Manager

Christine Buske — Thu, 29 Mar 2018 00:00:00 +0000

I joined Crossref only a few weeks ago, and have happily thrown myself into the world of Event Data as the service’s new product manager. In my first week, a lot of time was spent discussing the ins and outs of Event Data. This learning process made me very much feel like you might when you’ve just bought a house, and you’re studying the blueprints while also planning the house-warming party.

If Event Data is like a house, it’s been built and we’ve recently been putting on a last coat of paint. We’re very happy to announce version 1 of the API today. This is bringing us closer to the launch (house warming party), which will officially present Event Data to the world. Further to that analogy, while I bought into the house, I wasn’t around to see it being built. That’s both incredibly exciting and a little daunting.

Version 1 contains fixes for some challenges we came up against. Like scalability, data modeling for Wikipedia, and polishing. Version 1 is a new release of the data, but it is the same data set you already know and love. It should solve some of the recent stability issues, for which we apologize.

Moving forward, we expect the data model in V1 to persist and are not planning to make further large scale, fundamental changes to the Event Data API. As such, the version 1 release of the API is exceptional and a big step forward. It is important that we address these fixes before we go into production as it affects everyone who uses the service.

Same Event Data, new address

In setting up for the upcoming production service rollout, we have updated the Event Data API domain so that it is in line with Crossref’s suite of APIs. The Query API can now be found at a new URL. Here is an example query: https://api.eventdata.crossref.org/v1/events?rows=1

We have also simplified the standard query parameters in favor of a cleaner filter syntax.

Lastly, we have added a new “Mailto” parameter, just like in our REST API. It is encouraged but optional, so you are not obliged to supply it. We’ll only use it to contact you if there’s a problem.

Changes to the Wikipedia data structure

We’ve done a lot of work to use the canonical URLs for web pages to represent content as consistently as possible. This has entailed updating previously collected Events across data sources. As such, we’ve updated our Wikipedia data model to align with this. Because this update has impacted every Wikipedia Event in the system, we recommend those who have used or saved existing data from the deprecated Query API version to pull a new copy of the data. Read more about the rationale for changing the Wikipedia data model.

Updated data

This then brings me to how we now handle updated data. Sometimes we edit Events to add new features, or we may edit Events if there is an issue processing and/or representing the data when we provision it to the community. And sometimes we must remove Events to comply with a particular data source’s terms and conditions (ex: deleted Tweets). You can read about how updates work in the user guide.

To make life easier moving forward, we’ve split updated Events into two API endpoints. If you are already using Event Data, you will need to make some small updates to your client(s) to align with this. The new endpoints are further described in the documentation.

Event Data beta group

With the version 1 release we are making solid progress towards an official launch (the house-warming party!), we are quite excited to hear how you are using Event Data. Please consider [joining our beta group] (https://groups.google.com/forum/#!forum/crossref-event-data-beta-testers), if you are using the Event Data API or want to hear about updates.

This is also where you can read about these updates in more detail.

For more information and to get started with Crossref Event Data, please refer to the user guide.

I am looking forward to seeing how Event Data is being used, and working with the community to continuously improve what we can offer through this service. Feedback is always welcome, feel free to get in touch with me at eventdata@crossref.org.

Crossref LIVE in Tokyo

Rachael Lammey — Thu, 08 Mar 2018 00:00:00 +0000

What better way to start our program of LIVE locals in 2018 than with a trip to Japan? With the added advantage of it being Valentine’s Day, it seemed a good excuse to share our love of metadata with a group who feel the same way!

We’ve worked closely with the Japan Science and Technology Agency (JST) since 2002, and were delighted when they agreed to collaborate with us on a LIVE event at their offices in Tokyo.

With help from the team at JST, we welcomed around 80 attendees—a mix of editors, publishers and enthusiastic metadata users—who all enjoyed the talks from our guest speakers, Nobuko Miyari from ORCID, Ritsuko Nakajima from JST and Tatsuji Tomioka from Kyoto University Library (who talked about the use of DOIs and metadata in their research information repository, named KURENAI).

Vanessa Fairhurst and I also took part in the days program and talked about the different services that Crossref offers. With many of our members in Japan already well-versed in DOIs, we placed the focus of our sessions around the importance of accurate, complete metadata, and new record types (such as peer reviews and preprints). We also discussed our new community initiatives such as the OI project, identifiers for grants and Metadata2020.

We’d like to say a big thank you to Kentaro Kinoshita from JST for his help with organizing the event. We’d also like to thank the excellent team of translators who assisted us greatly by relaying the content to the audience in Japanese—being able to offer information and take questions in English and Japanese was an invaluable part of the day.

Any questions?

One day is never quite enough to cover all things Crossref, so we were happy to answer questions from the enthusiastic audience:

What metadata is required to register peer review reports with Crossref?
To answer this we pointed them to this informative blog on peer reviews.

How can I find information on using your REST API?
This is a great starting point, and most information can be found here https://api.crossref.org

Is the forthcoming Metadata Manager tool something I can use?
Yes! We hope it will make it much easier for you to deposit good metadata—and if you are in interested in participating in our open beta, let us know.

We’re looking forward to continuing to collaborate with JST, and are really grateful for their help in working with us to make the event go so smoothly. Thank you to those who joined us, and we hope to see you again soon.

Bridging Identifiers at PIDapalooza

Joe Wass — Mon, 22 Jan 2018 00:00:00 +0000

Hello from sunny Girona! I’m heading to PIDapalooza, the Persistent Identifier festival, as it returns for its second year. It’s all about to kick off.

One of the themes this year is “bridging worlds”: how to bring together different communities and the identifiers they use. Something I really enjoyed about PIDapalooza last year was the variety of people who came. We heard about some “traditional” identifier systems (at least, it seems that way to us): DOIs for publications, DOIs for datasets, ORCIDs for researchers. But, gathered in Reykjavik, under dark Icelandic skies, I met oceanographic surveyors assigning DOIs to drilling equipment, heard stories of identifiers in Chinese milk production and consoled librarians trying navigate the identifier landscape.

In addition to the usual scholarly publishing and science communication crowd, it was encouraging to see a real diversity of people from different walks of life encounter the same problems and work on them them collaboratively. The thing that brought everyone together was the understanding that if we’re going to reliably reference things – be they researchers, articles they write, or ships they sail – we need to give them identifiers. And those identifiers should be as good as possible: persistent, resolvable, interoperable.

Who cares about PIDs?

At the turn of the century, a handful of publishers came together to create Crossref (or CrossRef as it was in those days). It was becoming increasingly important to be able to store references in machine-readable format, but publishers were faced with a problem. If an author wants to cite an article, they’ll do so without worrying who published it. This means they needed an identifier system that worked across all publishers. Thus the Crossref DOI was born.

Today we’re heading toward 10,000 members, and the thing that they have in common is that they all produce scholarly content and care about how it’s referenced. As a trade association, we effectively act on behalf of all of our members, allowing them to register their content, share metadata and links, and assign an identifier.

But there’s a whole world out there. Publications have never been the be-all and end-all of scholarship, but they have been a backbone. But more and more scholarship, especially science, is done outside journal publishing. Sometimes it’s done on platforms that care about the scholarly record as much as publishers. And sometimes it isn’t.

The Twitterverse

Lots of people use Twitter to talk about science. Some are scientists, some aren’t. Scientific articles are linked from news reports and discussed on blogs. Gone are the days of scholarly articles being cited only by other scholarly articles. We see links coming in from all over the place. And, although not all of this can be counted as the “scholarly record”, some of it could be.

The barrier-to-entry for journals publishing means that science journals contain only science articles. The barrier-to-entry for Twitter means that anyone can, and does, publish there. My Twitter feed is finely balanced between bibliometrics research, marine biology and pictures of snow leopards with Japanese captions. I don’t understand all of it, but I like looking at the pictures.

Back in the days when the only references to scholarly publications were from other scholarly publications, it was easy to keep track of those references. When an article was published, its references went into a citation database. This happened because the publisher considered this important.

But Twitter, the publisher of tweets, doesn’t care. It is used for a huge variety of communications and although some people choose to use it to engage in scholarship, we’re just a blip on their radar. The same goes for Reddit, a platform that describes itself as “the front page of the Internet”. There are communities engaged in scientific discussions, but Reddit doesn’t feel the need to publish its bibliographic references.

Nor should it.

Bridging those who care with those who don’t

The barrier-to-entry for contributing to scientific discussions has lowered, meaning that the role of more non-specialist platforms has increased.

I imagine that there are other communities out there who have their own concerns about the web. Maybe there are model train enthusiasts who want to keep track of every reference to a particular model. Or political commentators who want to keep track of how certain politicians and policies are discussed. As the scholarly community embraces new platforms for communicating, we should recognise that we are part of a broader universe of people using those platforms for more diverse reasons.

Gone are the days when the only way to reply to an article was by writing a letter to the editor. But also gone are the days when you could guarantee that your letter wouldn’t appear next to cat pictures (assuming you weren’t writing to the Journal of Feline Medicine & Surgery). As a specialist community cohabiting online spaces with non-specialists, it falls to us to do whatever we need to adapt that space and make it our own. In our case, this means recording bibliographic references as and where they occur.

Something like this happened once before. As traditional publishers went online, they created Crossref to build and maintain the necessary infrastructure. We’re acting on behalf of the community again to collect links from non-traditional sources. Because we can’t go to platforms like Twitter and say “please deposit your references”, we’re doing the opposite. We identify a platform, then work out how to scrape its content and extract links.

Working at scale

So we’re broadening out the universe of references that we would like to track from “traditional scholarly publishing” to “the entire web”. There are four broad challenges inherent in this, and we think that Crossref infrastructure is the right way to meet them.

The first challenge is physically finding the links. Because social media platforms aren’t specialised for scholarly publishing, they don’t have the same mechanisms in place for capturing bibliographic references. This means that we have to do it ourselves by scraping webpages for references. As the standard-bearer for scholarly PIDs, we think we can do a good job of this.

The second challenge is doing this at the scale of the web. Because we might, in theory, find a link on any webpage, there is a literally infinite number of publishing platforms. From big websites like BBC News down to tiny blogs run out of a bedroom. It would be impossible to partner with each of these individually. The way to solve this is to run a centralised service which goes out and contacts as many sources as possible. This role is a collaborative one. Our system is open to inspection, suggestions and contributions from the community.

The third challenge is the sheer number of publishers. Because they all register content with us, we are in good position to track their DOIs. In addition to that, every member of Crossref publishes content on their own platform, and has their own set of websites to track. We monitor our members’ websites and create a central list of domains that we look for. If this wasn’t done centrally, each publisher would have to run its own web crawlers and perform the same work, only to filter out their own links.

The fourth challenge is how to get all that data to the public. Even if every publisher were able to run their own infrastructure, it would make it very difficult to consume. Through Crossref metadata services, publishers have built a system where you can look up metadata and link to articles without worrying who published them. We think that the same approach should apply to this new link data.

For these reasons, we’re building Crossref Event Data: a system that monitors as many platforms as we can think of, and brings them into one place, and serves the whole community.

Building bridges

If you’ve been following along you’ll know that my last metaphor was the process of refining crude oil. I like metaphors, and mixing them. After all, you can’t mix a good metaphor without breaking a few eggs into the mixing bowl. Today’s metaphors are bridges. And not just one.

Bridge 1: PIDs and URLs

In the world of Persistent Identifiers, we’re quite good at linking. organisations like Crossref, DataCite and ORCID run separate systems but we work together to record and exchange links. But the web is different. There’s no single organisation in control and there are many organisations working to catalogue it. Event Data is our offering: bridging the web with our identifiers.

Bridge 2: Scholarly link providers

Of course, some platforms and systems do care about persistence and Persistent Identifiers. Event Data is an open platform, and we’re collaborating with a few providers to publish links.

We’ve partnered with The Lens to include Patent to DOI references. We’re working with F1000 to include links between reviews and articles. Hopefully we’ll see more organisations use Event Data to publish their links.

Bridge 3: Crossref / DataCite

Event Data is a collaborative project between DataCite and Crossref. When Crossref Registered Content contains a reference to a DataCite DOI we put it into Event Data. DataCite do the same in reverse. This means that Event Data contains a huge number of article - dataset links.

Bridge 4: Traditional discussions vs new ones

At each moment, scholarly discussions are happening in the literature, on various social media platforms and on the web at large. They are all talking about the same thing, but are spread out. Event Data collects links wherever we find them and brings them into one place. By doing this we hope we can help bring those conversations together.

Bridge 5: Bridging bibliometricians and altmetricians to data sources

Capturing links from social media to published literature underpins the field of altmetrics. By collecting this data and making it available under open licenses, we bring it to altmetrics researchers. We don’t provide metrics, but we do provide the data points that can form the basis for research.

Without infrastructure for collecting data, researchers would have to perform the same work over and over again. Because the data is all open, we allow datasets to be republished, reworked and replicated.

Bridge 6: Bridging the Evidence Gap

Running Event Data involves collecting a lot of data - gigabytes per day - and boiling it down into hundreds of thousands of individual Events per day. People consuming the data may want to do further boiling down. At every point of the process we record the input data that we were working from, the internal thought process of the system, and the Events that were produced. A researcher can use the Evidence Logs to trace through the entire process that led to an Event.

We’re a bridge from websites and social media to data consumers. But we take the role very seriously, and there’s nothing hidden. A glass bridge, you could say.

Interesting challenges

It’s not all plain sailing. There are a few challenges along the way to collecting this data which anyone who wanted to collect this kind of information would face. By collecting it in a central place and running an open platform we can solve each problem once, and improve our process as a community.

One problem is choosing what to include. We include any link that we find from a non-publisher website. That means that invariably some of the links are from spam. This problem isn’t new: we see low-quality articles being published in traditional journals from time to time. We try to include all of the data we can find and pass it onto consumers. They might want to whitelist certain sources, or they may want all of the data because they’re trying to study scholarly spam. We have decided to provide data as Events, which strike the balance between atomicity and usefulness.

Another, which I talked about at last year’s PIDapalooza, is how we track article landing pages. Read the blog post, the user guide or hop in a time machine if you’re interested.

The thing about bridges…

… is that they help people get where they’re going. With a few notable exceptions, they’re not the main attraction. We play a humble part in scholarly publishing, helping collect and distribute metadata. Most of what we do goes unseen, and helps people create tools, platforms and research. Event Data is an API, and whilst we hope people will build all kinds of things with it, including altmetrics tools, we’re not making another metric.

PIDapalooza

All of which brings me to my talk, which I’m giving on Wednesday: Bridging persistent and not-so-persistent identifiers. I would tell you about it, but there isn’t much more left to say.

If you want to find out more, we’re currently in Beta, and open for business. Head over to the User Guide to get started!

Crossref ambassador program

Vanessa Fairhurst — Thu, 04 Jan 2018 00:00:00 +0000

We have listened to the feedback from you, our members, and you’ve told us of a need for local experts to provide support in your timezone and language, and to act as liaisons with the Crossref team. You’ve also asked for an increased number of training events both online and in person close to you, and for more representatives from Crossref at regional industry events.

We want to make sure we can reach members around the globe, and as such, a wide team of people is required who are knowledgeable in the languages, cultures, and member needs in a variety of countries. This is why we’re launching our Ambassador Program.

What are Crossref Ambassadors?

Crossref Ambassadors are volunteers who work within the international scholarly research community in a variety of different roles such as librarians, researchers or editors to name but a few. They are individuals who are well connected, value the work that Crossref does and are passionate about improving scholarly communication and the role Crossref plays within this system.

Some of the activities our ambassadors will undertake:

Staying up-to-speed with Crossref developments, for example, by attending webinars and maintaining regular check-ins with the Crossref team.
Engaging in the online community platform; providing feedback, joining in discussions and helping other members to resolve issues posted to the group.
Writing blog posts, or contributing to newsletters.
Participating in beta-testing of new products and services.
Helping with local LIVE events; for example, providing recommendations on speakers or venues, helping with logistics and presenting at the event.
Helping with the translation of Crossref material and content into local languages.
Running webinars on different Crossref services in local languages.
Running training sessions locally with Crossref members
Representing Crossref at relevant industry events

It is important that our ambassadors enjoy the work they are doing with Crossref by contributing in ways in which they feel comfortable, according to their interests, skills and the time they feel they want to contribute. For this reason, the role comes with a high degree of flexibility.

We see our ambassadors as valued members of the Crossref network and will provide them with:

A dedicated contact for any upcoming news, or to share ideas, queries or concerns.
Help with content for proposal calls, presentations, training and written articles.
Crossref materials and giveaways (plus ambassador-branded materials).
Personal endorsement via Crossref
Training on Crossref services and on wider relevant skills as necessary.
First look at new Crossref developments
Certification from Crossref on ambassador and training status.
Personal ambassador logo or badge for use on email, website and profile on the Crossref online community forum (launching later this year).

Crossref Ambassadors will become an increasingly key part of the Crossref community - the first port of call for updates or to test out new products or services, and the eyes and ears within the local academic community - working closely with Crossref to make scholarly communications better for all.

Meet our first ambassadors!

Jae Hwa Chang has been working at infoLumi as a manuscript editor in academic journals since 2010. Prior to joining infoLumi, she was a medical librarian at International Vaccine Institute and was engaged in medical information management and service. Her interests in information control and management started when she was doing work indexing newspaper articles at JoonAng Ilbo. She was fascinated by Crossref’s persistent efforts and contribution in developing new services to “make content easy to find, cite, link, and assess” and has been introducing them to Korean scholarly publishing communities. Jae earned her MA in Library and Information Science from Ewha Womans University, Korea. She serves as a vice chair of the Committee on Planning and Administration at the Korean Council of Science Editors. In her spare time, she enjoys traveling and experiencing new cultures.

장재화는 2010년부터 인포루미에서 의학학술지 원고편집을 담당하고 있다. 그전에는 국제백신연구소 도서관에서 사서로 일하면서 의학정보와 학술지논문 유통에 관심을 가졌으며, 그에 앞서서는 중앙일보에서 신문기사 DB 색인을 하면서 정보관리와 활용에 대해 연구하였다. 정보의 검색, 평가, 활용을 위해 꾸준히 새로운 서비스를 개발하는 Crossref에 매력을 느꼈고, 그 서비스들을 한국의 학술지 출판 관계자들에게 소개해왔다. 이화여자대학교에서 문헌정보학을 전공하였고, 한국과학학술지편집인협의회 기획운영위원회 부위원장을 맡고 있다. 여행과 다양한 문화 체험을 즐긴다.

Edilson Demasio has been a librarian since 1995, with PhD. in Information Science at Federal University of Rio de Janeiro-UFRJ/IBICT. He works in the Department of Mathematics Library of State University of Maringá-UEM, Brazil. With 20 years’ experience in scientific metadata and publishing. His expertise is various including knowledge in scientific communication, Crossref services, research integrity, misconduct prevention in science, publishing on Latin America, biomedical information, OJS-Open Journal Systems, Open Access journals, scientific journals quality and indexing, and scientific bibliographical databases. He is enthusiastic about presenting and disseminating information about Crossref services to his community in Brazil and working within the community, exchanging ideas and experience.

Eu sou bibliotecário desde 1995, Doutor em Ciência da Informação pela Universidade Federal do Rio de Janeiro-UFRJ/convênio IBICT. Eu trabalho na Biblioteca do Departamento de Matemática da Universidade Estadual de Maringá-UEM. Com 20 anos de experiência em metadados científicos e editoração, entre outros. Meus conhecimentos são diversos sobre comunicação científica, cientometria, metadados XML, serviços Crossref, integridade em pesquisa, prevenção de más condutas na ciência, editoração, editoração na América Latina, informação biomédica, OJS-Open Journal Systems, revistas de Acesso Aberto, qualidade de periódicos científicos e indexação, bases de dados bibliográficas. Gosto de disseminar meu conhecimento a outras regiões e pessoas e de trabalhar em comunidade junto as instituições e outros países, de planejar novas apresentações, de trocar experiências como palestrante ou convidado e trabalhar na disseminação do conhecimento para todos.

Lauren Lissaris has dedicated much of her career to the dissemination of valuable content on a robust platform. She takes pride in her achievements as the Digital Content Manager at JSTOR. JSTOR provides access to more than 10 million academic journal articles, books, and primary sources in 75 disciplines. JSTOR is part of ITHAKA, a not-for-profit organisation helping the academic community use digital technologies to preserve the scholarly record and to advance research and teaching in sustainable ways.

Lauren successfully works with all aspects of journal content to effectively assist publishers with their digital content. This includes everything from XML markup, Content Registration/multiple resolution, and HTML website updates. Lauren has been involved in hosting current content on JSTOR since the program’s launch in 2010. She continues to collaborate with organisations to successfully contribute to the evolution of digital content. The natural spread from journals to books has set Lauren up for developing and planning the book Content Registration program for JSTOR. She is a member of the Crossref Books Advisory Group and she helped successfully pilot Crossref’s new Co-access book deposit feature.

If you want to find out more information on the Ambassador Program, or you would like to express your interest in being an ambassador, you can either contact us at [feedback@crossref.org](mailto:feedback@crossref.org?subject=Ambassador Program) or complete our online form.

Working with universities at Crossref LIVE Yogyakarta

Rachael Lammey — Mon, 11 Dec 2017 00:00:00 +0000

Following on from our LIVE Annual Meeting in Singapore, my colleague, Susan Collins, and I held a local LIVE event in Yogyakarta thanks to support from Universitas Ahmad Dahlan (UAD), Universitas Muhammadiyah Sidoarjo and one of Crossref’s new Sponsoring Affiliates, Relawan Jurnal Indonesia.

Over the past two years, we’ve seen accelerated growth in our membership in Asia Pacific (making up a quarter of all new members in the last two years). A lot of those new members have come from Indonesia, so it was great to have the opportunity to meet up, answer questions and to share knowledge between all our different organisations.

We welcomed speakers such as Dr. Muhammad Dimyati, from the Directorate General of Strengthening for Research and Development, Ministry of Research, Technology and Higher Education. Dr. Dimyati talked about the importance of Indonesian research and presented statistics on its growth, but also its coverage in different databases like Scopus and DOAJ.

Dr. Lukman from LIPI, the Indonesian Institute of Sciences also joined us to explain the importance of identifiers within the research ecosystem. As any identifier buff will know, we’re keen to talk more about how organisations are using Crossref metadata and identifiers, and the importance of providing good, complete metadata (Metadata2020) so this, plus a remote presentation from Nobuko Miyari from ORCID helped provide great context for the day.

Metadata and identifiers are of course just one part of the process, and Mr. Tole Sutikno from UAD gave an overview of good practice publishing by looking at some of the wider issues that journal editors (and researchers) need to know.

We had time in the afternoon to talk to our audience about Crossref - our different services, OJS integrations, funding data and our APIs, and thanks to our moderators we were able to take lots of questions from members who had specific questions about Crossmark, Cited-by and depositing references.

A few weeks later, and I’m still absorbing all of the things that happened on our (too) quick trip to Yogyakarta.

Thanks again to our members and hosts for attending the event and sharing their questions, ideas and plans with us, and we plan to come back to continue to build on these in future.

The PIDapalooza lineup is out; come rock out with us at the open festival of persistent identifiers

Ginny Hendricks — Fri, 01 Dec 2017 00:00:00 +0000

PIDs’R’Us and if they’re you, too, please join us for the second PIDapalooza, in Girona, Spain on January 23-24, for a two-day celebration of persistent identifiers.

Together, we will achieve the incredible - make a meeting about persistent identifiers and networked research fun! Brought to you by California Digital Library, Crossref, DataCite, and ORCID, this year’s sessions are organized around eight themes:

PID myths
Achieving persistence
PIDs for emerging uses
Legacy PIDs
Bridging worlds
PIDagogy
PID stories
Kinds of persistence

The program is now final and there really is something for everyone (well, every PID geek)

Hmm, Do Researchers Need to Care about PID Systems? Excellent question.
We’ll hear Stories from the PID Roadies: Scholix.
Nevermind the The Bollockschain and other PID Hallucinations.
An intriguing session on #ResInfoCitizenshipIs?.
There will be a plenary by Johanna McEntyre on As a biologist I want to reuse and remix data so that I can do my research.
And we’ll enjoy another plenary from Melissa Haendel (title to be confirmed).

With half the places already booked, now’s the time to register and plan your trip. We hope to see fellow festival-goers there for some PIDtastic party time (and actually some epic serious conversations).

Contact me via the steering committee at PIDapalooza@datacite.org with any questions, music requests, or backstage passes.

Full lineup

View the Crossref LIVE17 agenda.

Publishers, help us capture Events for your content

Madeleine Watson — Mon, 02 Oct 2017 00:00:00 +0000

The day I received my learner driver permit, I remember being handed three things: a plastic thermosealed reminder that age sixteen was not a good look on me; a yellow L-plate sign as flimsy as my driving ability; and a weighty ‘how to drive’ guide listing all the things that I absolutely must not, under any circumstances, even-if-it-seems-like-a-really-swell-idea-at-the-time, never, ever do.

The margin space dedicated to finger-wagging left little room for championing any driving-do’s. And as each page delivered a fresh new warning, my enthusiasm for hitting the road sunk to levels usually reserved for activities like trigonometry and visits to my orthodontist.

Many years (and an excellent driving record) later, I’m reminded of this again now when thinking about our own Event Data User Guide. Because it contains a chapter with some really important don’ts for our members. Really good, we’d-love-you-to-consider-not-doing-these-things type of advice. But despite our intent to encourage, I feel the ghost of finger-waggers past. So in the spirit of championing enthusiasm over ennui, I thought I’d attempt to contextualise our Event Data Best Practices Guide for Publishers and show you why there’s a lot of good reasons for publishers to be enthusiastic about these rules.

So if you’re a publisher, I encourage you to read on to learn more about how you can help us have the best chance possible of capturing Events for your content.

What’s in it for you? Well, collecting this data helps to give everyone (Crossref, yourself, and others) a better picture of how your content is being used, including for altmetrics.

1. Please let us in

Please do open the door when we come knocking, we promise not to stay long. You can do this by allowing the User Agent CrossrefEventDataBot to visit your site, and whitelisting it if necessary. The bot is how we visit URLs to confirm if they are for an item of content registered with us. The reason why we’re visiting your site could include:

someone tweeted an article landing page
someone discussed it on Reddit
it was linked to from a blog post

The Bot has only one job: to work out the DOI. No information beyond this is stored. Whenever we become aware of a link that we think points to a DOI or an Article Landing Page, we follow it so we can collect the required metadata. Everything in Crossref Event Data is linked via its DOI, so it’s important that we can collect this information.

The bot will identify itself using the standard method. It sets two headers:

Referer: https://eventdata.crossref.org
User-Agent: CrossrefEventDataBot (eventdata@crossref.org)

Once we confirm that a link points to registered content, we then log an Event for the DOI. You should expect our bot to visit no more than once or twice per second, although if there is a period of activity around your articles, you may see higher rates. The bot also takes a sample of DOIs and visits them to work out which domain names belong to our members, so it can maintain a list. This can happen every few weeks. You may see a small number of requests from the bot, but limited to one per second.

If we can’t enter your site to look for metadata though, then we won’t be able to collect Events for your DOIs. So by allowing our bot, you will be helping us to collect Event Data for your registered content.

If you’re worried about traffic on your site, consider sending us your mapping of article landing pages to DOIs. Because Resource URLs aren’t the same as article landing pages, we need more information than the DOI Resource URLs that you already send us.

If you’re running a blog or website (and you’re not a member of Crossref), you may also see our bot visiting, to look for links that comprise Events. Please allow us to visit, so we can record in our Event Data service the fact that your website links to registered content.

2. We ❤️ robots.txt

Robots.txt files are important and we ensure our Event Data Bot respects yours. If we are instructed not to visit a site, we won’t. So if you want us to visit your site in order to check the metadata of your article landing page, please ensure you provide an exception for our Bot, or make sure that you’re not blocking it. Check the restrictions in your file to see if we’re allowed to visit. This is just another way you can help us work for you.

3. Include the DC Identifier

Including good metadata is general best practice for scholarly publishing. When we visit a publisher’s site, we look for metadata embedded in the HTML document (such as DC.Identifier tags that, amongst other things, enable Crossmark to work).

By ensuring you include a Dublin Core identifier meta tag in each of your articles pages, our system can match your landing pages back to DOIs.

Here’s an example:

4. Let us in, even if we don’t bring cookies

We’re like that friend who turns up for dinner without bringing a bottle of wine. And we hope that you’ll be ok with that. Some Publisher sites don’t allow browsers to visit unless cookies are enabled and they block visitors that don’t accept them. If your site does this, we will be unable to collect Events for your DOIs. Allowing your site to be accessed without cookies will help give us the best chance of successfully reading your metadata.

5. We may not speak your language

Sometimes we come across a publisher’s site that won’t render unless JavaScript is enabled. This means that the site won’t show any content to browsers that don’t execute JavaScript. The Event Data Bot does not execute JavaScript when looking for a DOI. This means that if your site requires JavaScript, then we will be unable to collect DOIs for your Events. Consider allowing your site to be accessed without JavaScript. And if this is not possible, then if you ensure you include the tag in the HTML header, then we’ll do our best to collect Events for your registered content.

If you want to pass this on to your friendly system administrator, the best practice is documented in full here: https://www.eventdata.crossref.org/guide/best-practice/publishers-best-practice/. And sorry about all the don’ts you’ll find on that page…. don’t let them curb your enthusiasm for taking Event Data out for a spin!

Organisation Identifier Working Group Update

Ed Pentz — Mon, 18 Sep 2017 00:00:00 +0000

About 1 year ago, Crossref, DataCite and ORCID [announced a joint initiative] (https://orcid.org/blog/2016/10/31/organisation-identifier-project-way-forward) to launch and sustain an open, independent, non-profit organisation identifier registry to facilitate the disambiguation of researcher affiliations. Today we publish governance recommendations and product principles and requirements for the creation of an open, independent organisation identifier registry and invite community feedback.

The organisation Identifier (OrgID) Working Group was established as a joint effort by Crossref, DataCite and ORCID in January 2017. The members of the group bring a broad range of experience and perspectives, including expertise in research data discovery, data management, persistent identifiers, economics research, funding, archiving, non-profit membership organisations, academia, publishing, and metadata development.

The Working Group was charged with refining the structure, principles, and technology specifications for an open, independent, non-profit organisation identifier registry to facilitate the disambiguation of researcher affiliations.

The group has been working in three interdependent areas: Governance, Registry Product Definition, and Business Model & Funding, and today releases for public comment its findings and recommendations for governance and product requirements.

We invite your feedback!

Please send comments by October 15th, 2017.

PIDapalooza is back and wants your PID stories

Ginny Hendricks — Thu, 14 Sep 2017 00:00:00 +0000

Now in its second year, this “open festival of persistent identifiers” brings together people from all walks of life who have something to say about PIDs. If you work with them, develop with them, measure or manage them, let us know your PID adventures, pitfalls, and plans by submitting a talk by September 18. It’ll be in Girona, Spain, January 23-24, 2018.

One of the great strengths of last year’s PIDapalooza was the number of people who spoke and all the conversations that were kindled. So if you’re thinking of going, we encourage you to propose a talk, so we can hear what you’re working on and you can get some feedback.

At the inaugural PIDapalooza event Crossref took to the stage twice, with Ed Pentz covering Org IDs and Joe Wass talking about Event Data.

Here we have Joe’s memories of the event and Ed’s update on the Org ID status.

Joe Wass reflects:

At Crossref, the subject of Persistent Identifiers is something we care deeply about, and linking between DOIs, ORCID iDs and other identifiers is the reason we get up in the morning. But a whole conference dedicated to them? If I’m honest, the first time I heard about PIDapalooza I thought the subject was rather niche.

How wrong I was. It turns out there are people from all walks of life who care about “things” using persistent identifiers to link, describe and reference them. There was a great balance between presenters and attendees, and the programme meant that lots of people had a chance to speak. We heard about identifiers for research vessels, pieces of scientific equipment, individual bottles of milk, plus the usual subjects like scholarly publishing, datasets, organisations and funders, and how to cite them.

Between sessions we chatted over a wide range of subjects, noted similarities between subject areas, offered advice and exchanged ideas. Who knew this stuff was all related?

Ed Pentz on plans for the new organisation IDs

An important presentation at the 2016 PIDapalooza meeting was on organisation identifiers. A week before the conference Crossref, DataCite and ORCID released three documents for public comment outlining a proposed way forward. The goal is launch and sustain an open, independent, non-profit organisation identifier registry to facilitate the disambiguation of researcher affiliations. At the packed PIDapalooza session Crossref, DataCite and ORCID gave an update on their work over the previous year and their proposals going forward.

There was a lively discussion and debate about the issues. Following the meeting the three organisations set up the OI Project Working Group with a broad group of stakeholders. The group has been meeting over the last year and will release two documents next week - a set of Governance Recommendations and Product Principles and Recommendations for community feedback. So watch this space.

The PIDapalooza conference really helped galvanize the work in this area by bringing together a broad range of people interested in persistent identifiers. If you have an idea about PIDs, please come and tell us about it.

Check out the decks from last year's talks, the PIDapalooza website with all the info, and sumbit a proposal for your talk before September 18.

Event Data enters Beta

Jennifer Kemp — Wed, 05 Jul 2017 00:00:00 +0000

We’ve been talking about it at events, blogging about it on our site, living it, breathing it, and even sometimes dreaming about it, and now we are delighted to announce that Crossref Event Data has entered Beta.

A collaborative initiative by Crossref and DataCite, Event Data offers transparency around the way interactions with scholarly research occur online, allowing you to discover where it’s bookmarked, linked, liked, shared, referenced, commented on etc., across the web, and beyond publisher platforms.

The name Event Data reflects the nature of the service, as it collects and stores digital actions that occur on the web, from the quick and simple, such as bookmarking and referencing, through to deeper interconnectivity such as exposing the links between research artifacts. Each individual action is timestamped and recorded in our system as an Event, and made available to the community via an API.

Event Data will be available for absolutely anyone to use; publishers, third party vendors, editors, bibliometricans, researchers, authors, funders etc., and with tens of thousands of events occurring every day, there’s a wealth of insight to be gained for those interested in analyzing and interpreting the data.

It’s important to note that Event Data does not provide metrics. What is does provide is the raw data to help you facilitate your own analysis, giving you the freedom to integrate the data into your own systems.

We are currently working very closely with a few organisations with specific use cases who are helping us to test and refine Beta before we launch our production service later this year. If you decide to take a look at Beta yourself, all the data you collect from Event Data is licensed for public sharing and reuse according to our Terms of Use.

Until Event Data is in production mode, we do not recommend building any commercial or customer-based tools off the data. If you are not in the Beta test group but are interested in participating, please contact me below. For more information about Event Data, please see our user guide.

Please contact me, Jennifer Kemp—Outreach Manager for Event Data—with any questions.

Crossref and colleagues in South Korea

Ginny Hendricks — Fri, 30 Jun 2017 00:00:00 +0000

Connecting Crossref, ORCID, DataCite, and our communities

Q: What do you get if you combine our three organisations for a week to catch up with our Korean community - publishers, librarians, universities, researchers, and service providers? A: Two events, plenty of meetings, great conversations and feedback, fabulous Korean hospitality, and a little jet-lag.

Over the past few years, Crossref has seen huge growth in our members in Korea. We have nine Sponsoring Affiliates (who look after nearly 1,000 members between them), two Sponsoring Members and nearly 80 Library members. With the International DOI Foundation (IDF) strategy meeting taking place in Daejon, it seemed sensible to combine that with our own events and meetings with key organisations. This also fitted nicely with some plans that ORCID and DataCite had, so we combined forces.

We (that’s me, Rachael Lammey, Ed Pentz, and Geoffrey Bilder) hosted a Crossref LIVE local event on Monday 12th June for around 80 members and affiliates. We were joined by Alice Meadows and Nobuko Maiyairi (ORCID), Martin Fenner (DataCite), and Professor Sun-Tae Hong (Seoul National University) as co-presenters. We looked at the global reach of Korean research, and how registering content with Crossref and participating in services like Reference Linking helps create valuable connections between research outputs. With so many established members in Korea, we were able to go beyond the basics and emphasize the importance of metadata input, metadata delivery, and preview our upcoming Event Data service. We also talked data-sharing and the value of integrating ORCID iDs into publisher and institution workflows.

_Growth in research outputs in Asia Pacific 2009-2017. Source: Web of Science databases SCI-E, SSCI and AHCI only, downloaded 19/4/2017. Data provided by Wiley (thank you!)_

Later in the week we took a multi-pronged approach to highlight the many shared principles of our organisations and discuss the specific initiatives we’re collaborating on. We held the Joint Global Infrastructure Conference covering the global nature of what we do and the connections/interoperability between ORCID, DataCite and Crossref. This interoperability and our governance structures lend themselves to cooperation on other initiatives such as Metadata 2020 and The OI Project, which we were able to share.

Check out all #jgic_seoul tweets.

Guest speakers volunteered to talk about how they work with our organisations - we were joined by Choon Shil Lee from the Korean Association of Medical Journal Editors (KAMJE) to demonstrate their ORCID integrations, and Hideaki Takeda from the Japan Link Centre (JaLC) who discussed the infrastructure and services they use to register and disseminate content globally. User stories like this are great - they highlight how people work with our services, give others ideas, and also flag up where we can do more.

Part of doing more involved providing clarification on Crossref’s position alongside other DOI Registration Agencies. With a new Registration Agency in Korea, we needed to communicate the global nature of what we do to help our members achieve their discoverability goals, as not all DOIs are made equal. Through working with ORCID and DataCite colleagues we were able to place great importance both on our work worldwide, and on the benefits to Korean societies in collaborating outside national boundaries.

Combining talks from our three organisations was a great opportunity to emphasize the importance of shared global infrastructure. Geoffrey Bilder’s plug socket analogy is apt - services that work cross-border, cross-language, and cross-subject areas streamline processes for all of our different communities and enable research to travel beyond national boundaries and help it be found, linked, cited and assessed.

Want to find out more? Slides from both meetings are available here and here, and watch out for further collaborative events.

The OI Project gets underway planning an open organisation identifier registry

Ed Pentz — Tue, 28 Mar 2017 00:00:00 +0000

At the end of October 2016, Crossref, DataCite, and ORCID reported on collaboration in the area of organisation identifiers. We issued three papers for community comment and after input we subsequently announced the formation of The OI Project, along with a call for expressions of interest from people interested in serving on the working group.

We had a great response and are happy to report that the Working Group has now been established, and is already underway with work to develop a plan for an open, independent, not-for-profit, sustainable, organisation identifier registry.

There is information about the OI Project Working Group on the ORCID website including a list of the 17 working group members. They represent a broad range of scholarly communications stakeholders. Our scope of work includes three separate but interdependent areas:

Governance;
Registry Product Definition; and
Business Model & Funding.

The initial goal of the Working Group is to create a thorough and robust implementation plan by the end of 2017.

Please take a look at the website for more information and we’ll provide updates as things progress throughout the course of the year.

Please contact us with any questions.

The Organisation Identifier Project: a way forward

Ed Pentz — Mon, 31 Oct 2016 00:00:00 +0000

The scholarly communications sector has built and adopted a series of open identifier and metadata infrastructure systems to great success. Content identifiers (through Crossref and DataCite) and contributor identifiers (through ORCID) have become foundational infrastructure to the industry.

But there still seems to be one piece of the infrastructure that is missing. There is as yet no open, stakeholder-governed infrastructure for organisation identifiers and associated metadata.

In order to understand this gap, Crossref, DataCite and ORCID have been collaborating to:

Explore the current landscape of organisational identifiers;
Collect the use-cases that would benefit our respective stakeholders in scholarly communications industry;
Identify those use-cases that can be more feasibly addressed in the near term; and
Explore how the three organisations can collaborate (with each other and with others) to practically address this key missing piece of scholarly infrastructure.

The result of this work is in three related papers being released by Crossref, DataCite and ORCID for community review and feedback. The three papers are:

organisation Identifier Project: A Way Forward (PDF; GDoc)
organisation Identifier Provider Landscape (PDF; GDoc)
Technical Considerations for an organisation Identifier Registry (PDF; GDoc)

We invite the community to comment on these papers both via email (oi-project@orcid.org) and at PIDapalooza on November 9th and 10th and at Crossref LIVE16 on November 1st and 2nd. To move The OI Project forward, we will be forming a Community Working Group with the goal of holding an initial meeting before the end of 2016. The Working Group’s main charge is to develop a plan to launch and sustain an open, independent, non-profit organisation identifier registry to facilitate the disambiguation of researcher affiliations.

Crossref Use Cases

Crossref has also been discussing the needs of its members over the last year and there is value in focusing on the affiliation name ambiguity problem with research outputs and contributors. In terms of the metadata that Crossref collects, something that is missing has been affiliations for the authors of publications. Over the last couple of years, Crossref has been expanding what it collects - for example, funding and licensing data and ORCID iDs - and this enables a fuller picture of what we are calling the article nexus. In order to continue to fill out the metadata we collect - and for our members to use in their own systems and publications - we need an organisation identifier.

Another use case for Crossref is identifying funders as part of collecting funder data to enable connecting funding sources with the published scholarly literature. In order to enable the reliable identification of funders in the Crossref system we created the Open Funder Registry that now has over 15,000 funders available as Open Data under a CC0 waiver. While this has been very successful, it is a very narrowly focused registry and is not suitable for a broad, community-run organisation identifier registry that addresses the affiliation use case. In future, our goal will be to merge the Open Funder Registry into the identifier registry that the organisation Identifier Working Group will work on.

By working collaboratively we can define a pragmatic and cost-effective service that will meet a fundamental need of all scholarly communication stakeholders.

Geoffrey Bilder will be focusing his talk at Crossref LIVE16 this week on this initiative, dubbed The OI Project. The talk is scheduled for 2pm UK time and will be live streamed along with the rest of that day’s program.

Crossref’s Annual Meeting is now Crossref LIVE16

April Ondis — Fri, 02 Sep 2016 00:00:00 +0000

Everyone is invited to our free annual event this 1-2 November in London. (Register here)!

In years past, only Crossref members typically attended the [Crossref Annual Meeting](/crossref-live-annual). This year, we looked at the event with new eyes. We realized that we’d have even richer conversations, more creative energy, and the meeting would be even better for our members if we could rally the entire community together. So we decided to re-develop our annual event from the ground-up.

The result is Crossref LIVE16, an event with a new format and a new focus on the entirety of the scholarly communications community. We are opening doors for the whole community, welcoming publishers, librarians, researchers, funders, technology providers, and Crossref members alike.

1st November - Mashup Day, from 12 noon: an afternoon of interactive activities including mingling with the Crossref team and special guests, trying out our services, live troubleshooting, and exclusive previews of some exciting things we’re working on. Plus entertainment and refreshments at an early evening reception.

2nd November - Conference Day: a full-day plenary session with distinguished keynote speakers including April Hathcock (NYU), Carly Strasser (Moore Foundation), Ian Calvert (Digital Science), and Dario Taraborelli (Wikimedia Foundation). We will provide the most important updates about our services, and share our vision and strategies for the future.

Note: You are welcome to join us for both days or just one day, as you like.

Location: The Royal Society, London, UK.

We hope you will join us, and extend this invitation to your colleagues.

This is going to be fun.

Register here

Announcing PIDapalooza - a festival of identifiers

Ginny Hendricks — Tue, 30 Aug 2016 00:00:00 +0000

The buzz is building around PIDapalooza - the first open festival of scholarly research persistent identifiers (PID), to be held at the Radisson Blu Saga Hotel Reykjavikon November 9-10, 2016.

PIDapalooza will bring together creators and users of PIDs from around the world to shape the future PID landscape through the development of tools and services for the research community. PIDs support proper attribution and credit, promote collaboration and reuse, enable reproducibility of findings, foster faster and more efficient progress, and facilitate effective sharing, dissemination, and linking of scholarly works.

We believe that by bringing together everyone who’s working with PIDs for two days of discussions, demos, workshops, brainstorming, updates on the state of the art, and more, we can make this happen faster. And you can help by giving us your input on which sessions would be most valuable. Please send us your ideas, using this form by September 18. We will send session proposal notifications the first week of October with the festival lineup.

Register to attend

Registration is now open — come join the festival with a crowd of like-minded innovators. And please help us spread the word about PIDapalooza in your community!

Stay updated with the latest news on on the PIDapalooza website and on Twitter (@PIDapalooza) in the coming weeks.

Looking forward to seeing you in November!

2016 upcoming events - we’re out and about!

Rosa Morais Clark — Wed, 06 Jul 2016 00:00:00 +0000

Check out the events below where Crossref will attend or present in 2016. We have been busy over the past few months, and we have more planned for the rest of year. If we will be at a place near you, please come see us (and support these organisations and events)!

Upcoming Events
SHARE Community Meeting, July 11-14, Charlottesville, VA, USA
Crossref Outreach Day - July 19-21 - Seoul, South Korea
CASE 2016 Conference - July 20-22 - Seoul, South Korea
ACSE Annual Meeting 2016 - August 10-11 - Dubai, UAE
Vivo 2016 Conference - August 17-19 - Denver CO, USA
SciDataCon - September 11-17 - Denver CO, USA
ALPSP - September 14-16 - London, UK
OASPA - September 21-22 - Arlington VA, USA
3:AM Conference - September 26 - 28 - Bucharest, Romania
ORCID Outreach Conference - October 5-6 - Washington DC, USA
Frankfurt Book Fair - October 19-23 - Frankfurt, Germany (Hall 4.2, Stand #4.2 M 85)
Crossref Annual Community Meeting #Crossref16 - November 1-2 - London, UK**
PIDapalooza - November 9-10 - Reykjavik, Iceland
OpenCon 2016 - November 12-14 - Washington DC, USA
STM Digital Publishing Conference - December 6-8 - London, UK

The Crossref outreach team will host a number of outreach events around the globe. Updates about events are shared through social media so please connect with us via @CrossrefOrg.

Outreach Day DC. Next Up? You Tell Us

Jennifer Kemp — Tue, 28 Jun 2016 00:00:00 +0000

Rallying the community is a key Crossref role. Sometimes this means collaborating on new initiatives but it is also an ongoing process, a cornerstone of our outreach efforts. Part of rallying the community is bringing people together, literally, in a series of outreach days around the globe. It means we encourage dialog with us and among members and non-publisher affiliates. We want to hear from the community and we hope to facilitate conversations in it. Not just about Crossref, but larger issues of scholarly communications and your particular part in it. The Crossref outreach team is doing a number of events around the world to bring together the community for updates, feedback and discussion.

On 16 June, Crossref hosted an all day session in Washington, DC where we were joined by about 35 attendees from the region, mostly publishers. The size of the group made for lots of discussion, and we are grateful for the feedback. Here is what we took away from the event:

We all need a better understanding of who is using Crossref metadata and how

Sure, we all know that, for example, submission systems, libraries and hosting platforms use Crossref metadata (‘metadata out’), but pinpointing where in workflows (often multiple instances) and the interplay between publishers and these systems? Not so much. Help us change that: take this short survey to tell us how publisher metadata quality affects your systems and workflows and we will, in turn, make use cases (anonymized if you wish) available as part of an ongoing effort to promote the value of more, better and enriched metadata.

Here I must say a big thank you to our guest speaker for the day, Carly Robinson, who provided an excellent presentation on the work of OSTI, of the U.S. Department of Energy. Carly shared examples of how OSTI uses the Crossref metadata in their systems to aid compliance and compliment the DOE public access model. A live use case is a welcome way to partner with our community!

The more things change, the more they emphasize core best practices

A good part of the day was spent on new initiatives such as: DOIs for preprints, auto-update of ORCID records, ‘early content registration’ , linked clinical trials and more. All good stuff-the industry evolves and workflows must keep pace-but none of which generated a great deal of questions or expressed concern.

One session that did spur a lot of discussion was a simple overview of where Crossref services sit in the publishing process (including pre- and post-). Perhaps this is because it was early in the day but the much-appreciated discussion underscored the need to make the case for enriched metadata in a well-understood workflow that reflects the roles of publishers and affiliate users of metadata.

Outreach is an experiment in which we are all subjects

Finally, it must be noted here that we actively seek feedback on our Community Outreach days! We are not a large team and we can’t do as many outreach days as we’d like, but we are very open to hearing from you: So, tell us in this quick survey: what should we discuss? And where should we head next?

Crossref Event Data: early preview now available

Madeleine Watson — Mon, 18 Apr 2016 00:00:00 +0000

Test out the early preview of Event Data while we continue to develop it. Share your thoughts. And be warned: we may break a few eggs from time to time!

Chicken by anbileru adaleru from the The Noun Project

Want to discover which research works are being shared, liked and commented on? What about the number of times a scholarly item is referenced? Starting today, you can whet your appetite with an early preview of the forthcoming Crossref Event Data service. We invite you to start exploring the activity of DOIs as they permeate and interact with the world after publication.

But first, a bit of background

Discussion around scholarly research increasingly occurs online after publication, for example on blogs, sharing services, social media, and wikis. These ‘events’ occur across the web on numerous platforms and are a critical part of the scholarly enterprise. We are developing an infrastructure service (Crossref Event Data) that collects, stores, and delivers raw data of the events occurring with Crossref DOIs. We will store the data in an open, auditable and portable form for the community to access. Publishers, platforms, funders, bibliometricians and service providers may benefit from access to this raw data, and it can be used to feed into research records or proprietary tools and services that offer aggregation and analysis.

For more information, see our pilot blog post and description of potential use cases.

Collaborative, transparent development

Developers Martin Fenner (DataCite) and Joe Wass (Crossref) enjoy a tofu break

Lagotto, the software originally developed at PLOS, has been extended and improved in a joint effort between DataCite and Crossref. The two DOI Registration Agencies have partnered to envision, build and release the service. On the 13th of April, after a year of collaboration, we jointly released Lagotto 5.0. You can read about the collaboration on the DataCite blog post.

Crossref and DataCite will continue to work closely together to develop Lagotto and the Event Data service. Although Crossref Event Data has mostly Crossref DOIs at launch, you will be able to find DataCite DOIs if they are cited in Crossref or Wikipedia.

All of the software that runs Event Data, including Lagotto, is developed in the open and is open source. Please refer to the Crossref Event Data Technical User Guide for full details.

Preview the data

This service is currently under development with a full launch expected the second half of 2016. Before it is launched however, we invite you to take a look around and preview a subset of the data sources we plan to include. You may experience occasional hiccups while we continue building the service.

At this stage, we are working with data from three sources although we will greatly expand the variety of platforms from which we collect data as development progresses. At this stage, you can view Mendeley bookmarks, Wikipedia references, and Crossref to DataCite links.

Mendeley

Mendeley is a reference manager and academic social network for scholars. View the number of social bookmarks from scholars or groups on Mendeley.

For example, doi.org/10.1016/J.JIP.2016.03.007 currently has 8 readers on Mendeley to date.

Wikipedia

Wikipedia is an online encyclopaedia, the Internet’s largest and most popular general reference work. View references in Wikipedia of Crossref publications in Wikipedia articles in all languages.

For example, doi.org/10.3897/ZOOKEYS.565.7185 was referenced in the Russian Wikipedia page on Oxyscelio

Crossref to DataCite links

DataCite is a global consortium that assigns DOIs to research data. This enables people to find, share, use, and cite data. You can view all the data citations to DataCite research outputs found in Crossref publications (work is underway to make the links found in DataCite metadata available in Event Data).

For example, Global, Regional, and National Fossil-Fuel CO2 Emissions (doi.org/10.3334/CDIAC/00001) dataset has been referenced by six Crossref publications to date. Software links are also included. Another example is PGOPHER (doi.org/10.5523/bris.huflggvpcuc1zvliqed497r2), a general purpose software for simulating and fitting rotational, vibrational and electronic spectra, which has been referenced by seven Crossref publications to date.

Ready to take a spin?

You can explore the Crossref Event Data early preview by visiting http://eventdata.crossref.org and following the links to featured examples within our interim application for inspecting the data, technical documentation, and our Quick Start guide.

This service is currently under development and as such we welcome your thoughts and feedback on the data we are collecting currently from our three active sources. As a reminder, we expect to include the following sources as part of our full service launch later this year (pending confirmation):

[table id=1 /]

We’re also on the lookout for new data sources to investigate for future inclusion in the Event Data service so please do get in touch with requests and recommendations. As we continue to build the service throughout 2016, we will be committing to a model of continuous development so that we can make new sources available as they are completed.

Watch this blog for regular updates on our progress, or subscribe to receive new blog posts by email (just add your details to the upper right side of this page).

Event Data: open for your interpretation

Madeleine Watson — Thu, 25 Feb 2016 00:00:00 +0000

What happens to a research work outside of the formal literature? That’s what Event Data will aim to answer when the service launches later this year.

Following the successful DOI Event Tracker pilot in Spring 2014, development has been underway to build our new service, newly re-named Crossref Event Data. It’s an open data service that registers online activity (specifically, events) associated with Crossref metadata. Event Data will collect and store a record of any activity surrounding a research work from a defined set of web sources. The data will be made available as part of our metadata search service or via our Metadata API and normalised across a diverse set of sources. Data will be open, audit-able and replicable.

We expect to include the following sources at the launch of the clearinghouse in Q3 (pending final confirmation):

[table id=1 /]

What could you achieve?

Anyone interested in metrics and analytics will have direct and open access to a single collection of DOI activity data of events occurring outside of the formal literature. As Event Data records are time-stamped, you can be assured that the data you receive is both auditable and replicable. Collected and stored by Crossref in the one location, we invite researchers, publishers, funders and altmetrics providers to consider the possibilities Event Data offers to enrich and expand your work.

With such a corpus of open, transferable and auditable raw data at your fingertips, what could you achieve?

General and altmetrics service providers

Crossref Event Data is a centrally-managed resource, therefore as a third party vendor you will have the ability to collect real-time data from a central location to enrich, analyze, interpret and report via your own tools. Using our API, you will gain regular access to our collection of raw, auditable data to feed into your own tools and services ready for aggregation and analysis. Additionally, the optional benefit of an SLA with Crossref will ensure that your clients have access to a reliable and flexible source of event data.

Journal editors

Using the data collected in our service, as an editor you can attract authors by offering data on the audience’s research interest, track the full-scope of article dissemination and gain a better understanding of how the publications you manage compare to each other. By analysing the Event Data records, you can quickly find reviewers based on publication network analysis, identify new areas to grow author submissions and track the reach of submissions selected for publication.

Funders

As a Funder, you can use Event Data to isolate and track the dissemination and usage of the research you funded outside of the scholarly literature. As the data is portable, you can be assured that should a journal move, your ability to track its dissemination moves with it. Using the Event Data records collection, you can:

Efficiently track progress of the research impact of grant awardees in an automated fashion, with the signals most relevant to your organisation

Develop measurements of research engagement at the article level which reflect your mission and current funding priorities

Gain visibility into the potent success stories highlighting the impact of your work for your development campaigns

Analyze trends of past and future funding programs

More effectively pursue your funding strategy and manage your portfolio based on data-driven decision making.

Publishers and publishing platforms

By analyzing and interpreting the Event Data collection, as a publisher or content distributor you can use the records to undertake the following metric-lead analysis to help drive your business needs:

Conduct more robust publication growth analysis across titles, subject areas, or all published literature

Gain a balanced understanding of the engagement on your publications across subject areas, titles, or managing editors

Enhance author services (personalization, content discovery, profile management, etc.)

Focused and data-driven product development of tools and services to drive audience engagement

Provide content distributors data on downstream reach of publications.

Bibliometricians

Event Data heavily supports Bibliometric research by facilitating the tracking of DOI-related research activity across different platforms and channels. As a Bibliometrician, use trusted raw data as the underlying data for your research, which you can easily obtain from Crossref in a single, normalized format across a variety of sources. Additionally, as Event Data data is replicable, portable and auditable, you will be assured of high quality results in your research projects.

Research institutions

All of the stakeholders in your institution, from the research, development and marketing offices to the researchers themselves, will benefit from access to data about where and how your research is being discussed in mainstream and social media. As a research institution, Event Data can help you:

Track dissemination of publications (types of channels, rate of growth, etc.) by members of the institution

Access up-to-date information on the research progress of faculty members, useful for tenure and promotion decisions

View data on downstream impact of publications

Roll up data for custom reporting of department’s research activities

Stay tuned, testing begins soon!

With development work on the MVP (Minimum Viable Product) scheduled to complete shortly, we will soon be releasing a small subset of data sources that are collecting event data as well as a testing environment for interested parties to explore a very preliminary version of the software as we continue to work towards implementation of the full Event Data clearinghouse release in Q3. Look out for our MVP announcement, with full technical specifications and confirmation of the selected initial pull and push sources, over the coming weeks.

Taxonomies Meet-up at #FBM15

Ginny Hendricks — Fri, 25 Sep 2015 00:00:00 +0000

The Taxonomies Interest Group would like to invite Crossref members to an informal drop-in at the Frankfurt Book Fair:

4-5pm on Wednesday 14th October at the TEMIS booth H76

The group would like to discuss how different publishers use their taxonomies for content enrichment and to explore the role that the Crossref interest group can play in promoting industry collaboration and emerging standards. TEMIS have kindly offered to host the event at their booth and provide refreshments: Please come by from 4pm at Booth H76.

Graham McCann from IOP Publishing and Christian Kohl from De Gruyter will be coordinating the event. For background information on the work the group is doing, take a look at this webinar recording from March 2015.

DOI Event Tracker (DET): Pilot progresses and is poised for launch

Jennifer Lin — Tue, 15 Sep 2015 00:00:00 +0000

Publishers, researchers, funders, institutions and technology providers are all interested in better understanding how scholarly research is used. Scholarly content has always been discussed by scholars outside the formal literature and by others beyond the academic community. We need a way to monitor and distribute this valuable information.

The Crossref DOI Event Tracker (DET)

To meet this need, Crossref will be introducing a new service that tracks activity surrounding a research work from potentially any web source where an event is associated with a DOI. Following a successful pilot run started Spring 2014, the service has been approved to move toward production and is expected to launch in 2016. Any party wishing to join this phase is welcome to contact Jennifer Lin. The DOI Event Tracker (DET) registers a wide variety of events such as bookmarks, comments, social shares, citations, and links to other research entities, from a growing list of online sources. DET aggregates them, and stores and delivers the data in many ways.

Open, portable, and licensed for maximum reuse

Crossref has long served as the citation linking and metadata infrastructure provider for scholarly communication; the new DOI Event Tracker is a natural next step, providing a practical solution as a resource for the whole community. The tracker offers the following features:

Data on event activity across a common pool of online channels.
Near real-time alerting for select sources with push notifications to the system.
Cross-publisher monitoring to enable benchmarking and provide context to the data.
Common format for normalizing data results across the diverse set of sources via modern REST API.
Secure and regularly refreshed backups of critical data for long term data preservation.
Transparency of data collection so as to ensure auditable, replicable, and trustworthy results.
Query-initiated retrieval or real-time alerts when an event of interest occurs.
CC-0 license for open and flexible propagation of data.

A number of platforms are already confirmed and more parties are welcomed at any stage. So far we have confirmation to track DOI events on the following platforms:

[table id=1 /]

This set of sources reflects our initial focus on parties willing to allow their data to be redistributed in the common pool. Efforts are underway to expand the source list to include Twitter and MyScienceWork, among others. Publishers can also act as sources by publishing and distributing DOI event data via the DET when an event occurs on its platform (for example, when a PDF is downloaded, or when a comment mentions a DOI in a locally hosted discussion forum, etc.). This would make local DOI activity globally available to funders, researchers, institutions, etc.

DET provides benefits of scale and ease of access as a central point for collecting and propagating data to the community. As a single point of access, it overcomes the business and technical hurdles that are a part of managing multiple online sources where scholarly activity occurs, in a rapidly changing landscape of online channels. This resource covers content across publishers and serves as a strong foundation to support the development of tools and services by any party. DET users will always be able to combine the DET data with those individually collected via negotiated or paid access. DET remains a utility separate from any value-added amenities, such as analytics, presentation, and reporting.

DET Service-Level Agreement

For those who seek the highest level of service and a more flexible range of access options, Crossref will provide a Service-Level Agreement (SLA) service for the DOI Event Tracker. The DET SLA includes the following additional features on top of the common data offering:

Access to the complete suite of sources, which includes restricted and/or paid sources in addition to common data, providing the fullest picture of DOI usage activity possible.
Guaranteed uptime and response time to the latest raw data on the aggregate activity surrounding a DOI.
Guaranteed support response time to questions and issues surrounding data and data delivery.
Flexible data access options: on-demand real time data access and scheduled bulk downloads for processing batch analytics.
Optimum retrieval rates and accelerated delivery speeds with the dedicated SLA API.
Access to a webhook API for events of interest as an alternative to polling DET.
Standardized and enhanced linkback service for the difficult-to-track, grey literature.

The DET SLA service has a simple, value-based pricing model based on subscriber size. Register your interest in Crossref’s DOI Event Tracker and the DET SLA service if you would like stay informed of the upcoming launch. Please contact Jennifer Lin for more information.

Image modified from “Radar” icon by Karsten Barnett from the Noun Project.

Linking data and publications

Geoffrey Bilder — Sun, 21 Sep 2014 00:00:00 +0000

Do you want to see if a Crossref DOI (typically assigned to publications) refers to DataCite DOIs (typically assigned to data)? Here you go:

https://web.archive.org/web/20150121025249/http://api.labs.crossref.org/graph/doi/10.4319/lo.1997.42.1.0001

Conversely, do you want to see if a DataCite DOI refers to Crossref DOIs? Voilà:

https://web.archive.org/web/20150321190744/http://api.labs.crossref.org/graph/doi/10.1594/pangaea.185321

Background

“How can we effectively integrate data into the scholarly record?” This is the question that has, for the past few years, generated an unprecedented amount of handwringing on the part researchers, librarians, funders and publishers. Indeed, this week I am in Amsterdam to attend the 4th RDA plenary in which this topic will no doubt again garner a lot of deserved attention.

We hope that the small example above will help push the RDAs agenda a little further. Like the recent ODIN project, It illustrates how we can simply combine two existing scholarly infrastructure systems to build important new functionality for integrating research objects into the scholarly literature.

Does it solve all of the problems associated with citing and referring to data? Can the various workgroups at RDA just cancel their data citation sessions and spend the week riding bikes and gorging on croquettes? Of course not. But my guess is that by simply integrating DataCite and Crossref in this way, we can make a giant push in the right direction.

There are certainly going to be differences between traditional citation and data citation. Some even claim that citing data isn’t “as simple as citing traditional literature.” But this is a caricature of traditional citation. If you believe this, go off an peruse the MLA, Chicago, Harvard, NLM and APA citation guides. Then read Anthony Grafton’s, The Footnote? Are you back yet? Good, so let’s continue…

Citation of any sort is a complex issue- full of subtleties, edge-cases exceptions, disciplinary variations and kludges. Historically, the way to deal with these edge-cases has been social, not technical. For traditional literature we have simply evolved and documented citation practices which generally make contextually-appropriate use of the same technical infrastructure (footnotes, endnotes, metadata, etc.). I suspect the same will be true in citing data. The solutions will not be technical, they will mostly be social. Researchers, and publishers will evolve new, contextually appropriate mechanisms to use existing infrastructure deal with the peculiarities of data citation.

Does this mean that we will never have to develop new systems to handle data citation? Possibly But I don’t think we’ll know what those systems are or how they should work until we’ve actually had researchers attempting to use and adapt the tools we have.

Technical background

About five years ago, Crossref and DataCite explored the possibility of exposing linkages between DataCite and Crossref DOIs. Accordingly, we spent some time trying to assemble an example corpus that would illustrate the power of interlinking these identifiers. We encountered a slight problem. We could hardly find any examples. At that time, virtually nobody cited data with DataCite DOIs and, if they did, the Crossref system did not handle them properly. We had to sit back and wait a while.

And now the situation has changed.

This demonstrator harvests DataCite DOIs using their OAI-PMH API and links them in a graph database with Crossref DOIs. We have exposed this functionality on the “labs” (i.e. experimental) version of our REST API as a graph resource. So…

Now you can get a list of Crossref DOIs that refer to DataCite DOIs using Event Data.

Caveats and Weasel Words

We have not finished indexing all the links.
The API is currently a very early labs project. It is about as reliable as a devolution promise from Westminster.
The API is run on a pair of raspberry-pi’s connected to the internet via bluetooth.
It is not fast.
The representation and the API is under active development.Things will change. Watch the Crossref Labs site for updates on this collaboration with DataCite

Journal Supply Chain Efficiency Improvement Pilot

Ed Pentz — Thu, 12 Oct 2006 00:00:00 +0000

This project - https://web.archive.org/web/20061004011422/www.journalsupplychain.com/ - (which needs a new name or clever acronym) has released a Mid Year Report. The pilot is being extended into 2007 and there is clearly value for publishers in having an unique ID for institutions at the licensing unit level. Ringgold, one of the project partners, has a great database with a validated hierarchy of institutions from consortia down to departments - I had a demo at Frankfurt. The report has some info on benefits for publishers and on possible business models. I think a central, neutral registry of unique IDs would be a real benefit to the industry.

From the report:

“Publishers

Certainly publishers are already using an institutional identifier internally with major

marketing and customer communication benefits. The main areas where the proposed

identifier could add value to the communication between the publisher and customer

should be in areas such as:

• accurate COUNTER usage reports

• institutional renewals being unrecognized as such and therefore appearing as

new subscriptions

• easier ability to track institutional end-users of consolidated subscriptions

(especially those where the agent does not deliver orders via ICEDIS

structured FTP with Type 2 addresses incorporated in the complete record)”

On business models:

“A sensible business model would have those that receive the most economic benefit

from a respective service providing a respective level of funding to support costs. It is

clear that publishers are the primary beneficiaries of the institutional identifier, with

clear benefits, thereby suggesting they should bear the proportionate cost. Ultimately

the subscriber pays anyway; economies are reflected in reduced cost to the subscriber

in a competitive market.

Other participants would see service improvements, but not the same clear benefits. It

would therefore be reasonable to ask the publishers to bear the major cost of the

establishment of such an identifier, and to a certain extent they have already done so

by subscribing selectively to Ringgold’s existing auditing and database services.

The various and relevant business revenue streams might be reflected as follows:

• Free service: limited search only, with number of searches per day restricted,

possibility of searchers to edit or input information using a “response form”

designed for such purposes

• Basic subscription: unlimited search access to the database

• Database license for hosting services: download of standard selected metadata

• Database license for publishers: access for download of selected metadata, and

automatic receipt of alerts for changes”

PRISM Use Cases

Tony Hammond — Mon, 25 Sep 2006 00:00:00 +0000

At last week’s PRISM Face to Face meeting at Time Inc. (NY), Linda Burman raised the question of how (STM) publishers were using PRISM beyond RSS. I gave a brief presentation of how we at Nature were using PRISM: RSS (well you all know about that), Connotea (our social bookmarking tool), SRU (Search/Retrieve by URL), and OTMI (Open Text Mining Interface - which we’ll shortly be making available for wider comment). Be interested to learn if anyone else is using PRISM in other ways.