1. Or, Name That Funder!
FundRef

2. The Challenges
Publishing industry
Funders
2

8. Publishers Funders
Broad view of research producing
publications and sponsoring
organizations worldwide
Knowledge of agency-funded
research, government programs and
policies, and guidance grantees
receive
Well-defined publishing systems
and peer-review process
Well-defined award systems and
research management process
Relationship with authors of
manuscripts submitted for
publication
Relationship with researchers funded
by agency

9. Pilot Report issued
http://www.crossref.org/fundref/FundRef_Pilot_Project_Report.pdf
March 2012
March 2013
Approved by CrossRef
• Publishers, Manuscript Tracking Systems captured funder
information on submission
• 40+ staff from all organizations.
• The proof of concept was deemed successful.
Finish

10. The FundRef workflow

11. 11
Industry-wide methodology for connecting scholarly
publications to research funders demonstrated
Funder name and grant number metadata deposited
to CrossRef
Scival funder taxonomy (contributed by Elsevier) used
Requirements for ongoing Funder Registry defined
CrossRef to run Funder Registry
FundRef Search created

12. FundRef
data
Fundref Search

13. Funders in data now

14. http://doi.crossref.org/fundref

18. CrossRef
Coordinate and manage FundRef
Maintain Funder Registry
Include FundRef data in metadata
Charter advisory group

19. Modify systems to collect and display controlled funder
information metadata;
Work with manuscript tracking systems
Work with production vendors
Deposit funder and grant info to CrossRef with or after
bibliographic metadata deposits

20. • Funders:
• Educate grant recipients
• Explore ways to use FundRef data and DOIs
• Authors:
• Supply accurate funder name(s) and award
number(s)

21. 21
Researchers Evaluate scholarly content based on standard
funding information across publishers
Research
Institutions
Track productivity of researchers and funders
supporting them
Publishers Track funders supporting journal content
Funders
Demonstrate scholarly outcome from
expenditures
Public Monitor research spending and outcomes

22. To Do
• Arrange to maintain Funder Registry
(taxonomy of 4000+ funder names)
• Finalize Terms & Conditions for publishers
• Spread the word
CrossRef
• Plan implementation
• Coordinate with vendors (manuscript tracking,
production, online)
Publishers
• Assess access paths for FundRef data
• Define access and search requirements
• Investigate assigning DOIs to grants, proposals,
reports
Funders

23. FundRef Integration
Prototype Implementation

24. Autocomplete Interactive
Data Entry
Candidate list updates as each letter is
“Starts with”
as well as
embedded
matching

25. Autocomplete
Interactive Data Entry
Candidate list narrows as more
characters are typed

26. Grant Identity and Multiple Funders

27. Downstream Access
to Captured
Funding Data
Grant information transmitted onwards to
publisher production systems, according
to agreed XML schemae

28. Submission Form
Question
28
eJournalPress Confidential

29. Auto-Completion
29
eJournalPress Confidential

30. Hieratical Data / Parent
Organizations
30
eJournalPress Confidential
Parent Organization's “Short Name” pre-pended
Can be search string

31. Configuration
Screens
31
eJournalPress Confidential

32. Want to know More
About FundRef?
 Handout available
 The FundRef Factsheet with Workflow
 Sign up for Webinar: May 9
 See FundRef page at:
www.crossref.org/fundref
 Talk to us
32

33. I Can Name that
Funder in 3 Letters
Name
That
Funder!

35. Shameless Plug

36. cmeyer@crossref.org
@meyercarol