This year, metadata development is one of our key priorities and we’re making a start with the release of version 5.4.0 of our input schema with some long-awaited changes. This is the first in what will be a series of metadata schema updates.
What is in this update?
Publication typing for citations
This is fairly simple; we’ve added a ‘type’ attribute to the citations members supply. This means you can identify a journal article citation as a journal article, but more importantly, you can identify a dataset, software, blog post, or other citation that may not have an identifier assigned to it. This makes it easier for the many thousands of metadata users to connect these citations to identifiers. We know many publishers, particularly journal publishers, do collect this information already and will consider making this change to deposit citation types with their records.
Every year we release metadata for the full corpus of records registered with us, which can be downloaded for free in a single compressed file. This is one way in which we fulfil our mission to make metadata freely and widely available. By including the metadata of over 165 million research outputs from over 20,000 members worldwide and making them available in a standard format, we streamline access to metadata about scholarly objects such as journal articles, books, conference papers, preprints, research grants, standards, datasets, reports, blogs, and more.
Today, we’re delighted to let you know that Crossref members can now use ROR IDs to identify funders in any place where you currently use Funder IDs in your metadata. Funder IDs remain available, but this change allows publishers, service providers, and funders to streamline workflows and introduce efficiencies by using a single open identifier for both researcher affiliations and funding organizations.
As you probably know, the Research Organization Registry (ROR) is a global, community-led, carefully curated registry of open persistent identifiers for research organisations, including funding organisations. It’s a joint initiative led by the California Digital Library, Datacite and Crossref launched in 2019 that fulfills the long-standing need for an open organisation identifier.
We began our Global Equitable Membership (GEM) Program to provide greater membership equitability and accessibility to organizations in the world’s least economically advantaged countries. Eligibility for the program is based on a member’s country; our list of countries is predominantly based on the International Development Association (IDA). Eligible members pay no membership or content registration fees. The list undergoes periodic reviews, as countries may be added or removed over time as economic situations change.
Typically, when an editorially significant update is made to a document, the publisher will not modify the original document, but will instead issue a separate document (such as a correction or retraction notice) which explains the change. This separate document will have a different DOI from the document that it corrects and will there have different metadata. This process is complementary to versioning.
In this example, article A (with the DOI 10.5555/12345678) is eventually retracted by a retraction notice RN (with the DOI 10.5555/24242424x). Each document has Crossmark metadata, but the fact that RN updates article A is only recorded in the RN’s Crossmark deposit. The Crossmark internal API has to tie the two documents together and indicate in metadata of the original document (A), that it has been updated_by the second document (RN).
The Crossmark part of the metadata schema is used to register updates, but this doesn’t mean that you need to have implemented other parts of Crossmark to deposit updates. In the examples below, in the <crossmark> section you can use only the <update> field in the deposit XML if you don’t usually deposit other Crossmark metadata.
Example 1: simple retraction
This is a simple example of article A being retracted by a retraction notice RN where both A and RN have Crossmark metadata deposited.
First, the PDF is produced and the XML deposited to Crossref.
This is a simple example of article B being corrected by a correction notice CN where both B and CN have Crossmark metadata deposited. The only real difference between this and the previous example is that we are creating a different kind of update.
When a member does not issue a separate update/correction/retraction notice and instead just makes the change to the document (without changing its DOI either), this is called an in-situ update. In-situ updates or corrections are not recommended because they tend to obscure the scholarly record. How do you tell what the differences are between what you downloaded and the update? How do you differentiate them when citing them (remember, we are only talking about “significant updates” here)? However, some members need to support in-situ updates, and this is how they can be supported.
Example 4: correction of article that has no Crossmark metadata deposited
If you deposit Crossmark metadata for a retraction or and update notice which, in turn, points at an article that does not have Crossmark metadata assigned to it, we will generate a “stub” Crossmark for the item being updated. The stub metadata will simply copy essential Crossmark metadata. This metadata can be queried via our API, but won’t activate anything on your site unless you add the Crossmark widget to the corresponding page of the item being updated.
Example 5: correction notice that corrected multiple documents
Sometimes members issue correction or clarification notices which provide corrections for multiple documents. This too can be supported by Crossmark. In the following example, one correction/clarification document provides updates to two documents (F and G)
