In the first half of this year we’ve been talking to our community about post-publication changes and Crossmark. When a piece of research is published it isn’t the end of the journey—it is read, reused, and sometimes modified. That’s why we run Crossmark, as a way to provide notifications of important changes to research made after publication. Readers can see if the resesarch they are looking at has updates by clicking the Crossmark logo.
We’re happy to note that this month, we are marking five years since Crossref launched its Grant Linking System. The Grant Linking System (GLS) started life as a joint community effort to create ‘grant identifiers’ and support the needs of funders in the scholarly communications infrastructure.
The system includes a funder-designed metadata schema and a unique link for each award which enables connections with millions of research outputs, better reporting on the research and outcomes of funding, and a contribution to open science infrastructure.
In our previous blog post about metadata matching, we discussed what it is and why we need it (tl;dr: to discover more relationships within the scholarly record). Here, we will describe some basic matching-related terminology and the components of a matching process. We will also pose some typical product questions to consider when developing or integrating matching solutions.
Basic terminology Metadata matching is a high-level concept, with many different problems falling into this category.
Update 2024-07-01: This post is based on an interview with Euan Adie, founder and director of Overton._
What is Overton? Overton is a big database of government policy documents, also including sources like intergovernmental organizations, think tanks, and big NGOs and in general anyone who’s trying to influence a government policy maker. What we’re interested in is basically, taking all the good parts of the scholarly record and applying some of that to the policy world.
In recent years, we operate on a budget of around $12 million (USD). About one-third of our revenue comes from annual dues (e.g., membership fees, subscriptions) and two-thirds from services (e.g., Content Registration, Similarly Check document checking). Our fees are set and reviewed by the Membership & Fees committee, which includes our staff, board, and community members. This group also created a set of fee principles which were approved by the board in 2019.
About 80% of our expenses are related to people - staff, benefits, and contracted support. 20% of our costs are everything else - hosting costs, licensing fees, events, and costs to do business like banking fees and insurance.
Each year we strive to generate a small operating net and have been able to do so nearly every year.
We also maintain a reserve fund to support long-term sustainability. An Investment Committee was formed in 2021 to update our investing policies, and we will share more later this year.
Below is a look at how our operations have changed over time.
Annual financial reporting
As a not-for-profit, we are tax-exempt, and to maintain that status, we undergo a financial audit each year by an independent accounting firm. Our auditors prepare our Form 990, which the US IRS requires and is made publicly available. It gives an overview of what we do, how we are governed, and detailed financial information.