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.
To work out which version you’re on, take a look at the website address that you use to access iThenticate. If you go to ithenticate.com then you are using v1. If you use a bespoke URL, https://crossref-[your member ID].turnitin.com/ then you are using v2.
To download a Similarity Report as a print-friendly .pdf document, click the print icon at the bottom left of the Document Viewer.
The .pdf created is based on the current view of the Similarity Report, so a version created while in Match Overview will create a .pdf with color-coded highlights.
Filters and exclusions in individual Similarity Reports (v1)
You can use filters and exclusions to remove certain elements from being checked for similarity, and help you focus on more significant matches. The functions for excluding material are approximate - they are not perfectly accurate. Take care when choosing what to exclude, as you may miss important matches. At folder level, all users can set filters and exclusions, and administrators can also set URL filters and phrase exclusions. These settings will apply to any documents within the folder. But you can also set filters and exclusions on an individual document, so they only apply to the Similarity Report for that specific document.
Start from the Document Viewer, and click the filters icon at the bottom of the sidebar to see the Filters & Settings menu.
The filters and exclusions options are:
Exclude quoted or bibliographic material: Click the check-box next to Exclude Quotes or Exclude Bibliography, then click Apply Changes at the bottom of the Filter & Settings sidebar.
Exclude small sources: Click the check-box for excluding by words or %, and enter a numerical value for sources to be excluded from this Similarity Report. To turn off excluding small sources, select Don’t exclude by size. Click Apply Changes at the bottom of the Filter & Settings sidebar. This setting will affect the All Sources view of the side panel.
Exclude small matches: Under Exclude matches that are less than, choose words, and enter the numerical value for match instances to be excluded from this Similarity Report. To turn off excluding small matches, select Don’t exclude. Click Apply Changes at the bottom of the Filter & Settings sidebar. This setting will affect the Match Overview view of the side panel.
Exclude sections: Under Exclude Sections, choose the sections you would like to exclude:
abstract
methods and materials (including variations)
iThenticate will exclude sections of the submitted document with headers containing the excluded words: ‘abstract’, ‘method and materials’, ‘methods’, ‘method’, ‘materials’, and ‘materials and methods’.
Exclude a match (v1)
If you decide that a match does not need to be flagged, you can exclude the source from the Similarity Report through Match Breakdown or All Sources. The Similarity Score will be recalculated, and may change the current percentage of the Similarity Report.
To access Match Breakdown from Match Overview, hover over the match for which you would like to view the underlying sources, and click the arrow icon.
In Match Breakdown, click Exclude Sources, and select the sources you would like to remove by selecting the check-box next to each, then click the Exclude button.
To exclude an entire source match from All Sources, select Exclude Sources, select the sources you would like to remove by selecting the check-box next to each, then click the Exclude button.
Excluded sources lis (v1)
The excluded sources list shows all sources excluded from the Similarity Report. To see the excluded sources list, click the excluded sources icon at the bottom of the sidebar.
Click the check-box next to any source you would like to re-include in the Similarity Report, and click the Restore button to include the source in the Similarity Report. To restore all of the sources that were excluded from the report, click the Restore All button. The Similarity Score will be recalculated.
The text-only report (v1)
Start in the Document Viewer, and click the Text-Only Report button at the bottom right to see the Similarity Report without document formatting. The report will stay in text-only view mode (even if you close and reopen it) until you click Document Viewer to return to that mode.
Along the top of the screen, the document information bar shows important details about the submitted document (including the date the report was processed, word count, the folder the document was submitted from, the number of matching documents found in the selected databases and the similarity index), and a menu bar with various options. Use the information bar drop-down to switch between uploaded documents in the same folder.
The menu bar beneath the information bar has a mode selection drop-down menu, options to exclude quotes, bibliography, small sources, and small matches, as well as options to print and download.
Choose a viewing mode from the mode drop-down menu:
Similarity Report (default) - this mode has a similar layout to the Document Viewer. You will see the document’s text on the left of the screen, with similarities highlighted. On the right are the sources, color-coded and listed from highest to lowest percentage of matching words. Only the top or best matches are shown - choose Content Tracking mode to see all underlying matches.
Content tracking mode lists all the matches between the submitted document and the databases. Regular updates means that there may be many matches from the same source, some of which may be partially or completely hidden due to the content appearing in a higher matched source. The sources that are the same will specify from where they were taken and when.
Summary report mode offers a simple, printable list of the matches found followed by the paper with the matching areas highlighted. It shows the sources first, with the document text below.
Largest matches mode shows the percentage of words that are a part of a matching text string (with some limited flexibility). In some cases, strings from the same source may overlap, in which case, the longer string in the largest match view will be displayed.
You have options to filter and exclude:
Exclude quoted or bibliographic material - click Exclude Quotes or Exclude Bibliography from the menu bar.
Exclude phrases - click enable this setting for a folder means that any submission made to that folder will exclude the phrases specified in the folder settings. If you would like to include these phrases in the report, click Do not Exclude Phrases in the menu bar.
Exclude a match - use this to exclude a source from the Similarity Report in either the Similarity Report or largest matches viewing modes. To exclude a match, view the report in Similarity Report or largest matches mode. Each source listed has an X icon to its right - click this to exclude the source. Any underlying source, if present, will replace the excluded source. Once a source has been excluded it can be re-included in the Similarity Report through the content tracking mode, which lists all sources with content matching that of the submission. In this view mode, excluded sources have a + icon to the right of their name - click this to re-include the source in the Similarity Report.
Exclude small sources and matches - click Exclude small sources or Exclude small matches in the menu bar.
Exclude small sources - To exclude a small source, enter a value into the word count or percentage field to set an exclusion threshold. Any source below the word court or match percentage threshold will be excluded from the record. Click Update to save the exclusion setting.
Exclude small matches - To exclude a small match, enter a value into the word count field to set an exclusion threshold. Any match below that threshold will be excluded from the report. Click Update to save the exclusion setting.
Making these changes may change the percentage of matching text found within the submission. Deselect an option to include it again.