Webinar held 6 October 2020. The webinar is relevant for new and existing Crossref members, publishers, editors, researchers, service providers, hosting platforms, funders, librarians; really anyone interested in finding out a bit more about what Crossref is and does. This webinar covers: • How to register content with Crossref • How to make updates to your metadata in order to make changes, corrections, or to add more detail • Participation reports • Additional services and where to find help. Sessions presented in English by Crossref staff.

2. Rachael Lammey
Head of Special Programs
Vanessa Fairhurst
Community Outreach Manager
Kirsty Meddings
Product Manager
Paul Davis
Technical Support Specialist

3. Agenda
00:00 - 00:05 Welcome and Introductions
00:05 - 00:15 Intro to Crossref
00:15 - 00:30 Content Registration
00:30 - 00:45 Updating and Maintaining Your Metadata
00:45 - 01:00 Questions and Break
01:00 - 01:10 Participation Reports
01:15 - 01:35 Crossref Services
Reference Linking
Cited By
Similarity Check
Crossmark
01:35 - 01:45 Community Initiatives
01:45 - 01:50 How to get help
01:50 - 02:00 Questions & Close

4. Crossref makes research outputs easy to find, cite,
link, assess, and reuse.
We’re a not-for-profit membership organization
that exists to make scholarly communications
better.
Mission

6. Governance and Committees
• Advisory Groups and Committees
• 16 member board, cross section of international
publishers
• One member, one vote, including members
represented by a sponsoring organization - each of
you has a vote
• Board elections each November

7. Crossref overview
• Over 14,000 member and affiliated organizations
• Metadata store of over 100 million scholarly content items
• A DOI is just the start - We offer a wide array of services to
ensure that scholarly research metadata is registered, linked,
and distributed.
• We preserve the metadata we receive and make it available via
our open APIs and Search.

8. Who uses Crossref?
• Publishers
• Funders
• Institutions
• Archives & repositories
• Research councils
• Data centres
• Professional networks
• Patent offices
• Indexing services
• Publishing vendors
• Peer review systems
• Reference manager systems
• Lab & diagnostics suppliers
• Info management systems
• Educational tools
• Data analytics systems
• Literature discovery services
• Registration Agencies

9. Why do publishers join Crossref?
• To help get their content discovered
• Show people where their content is located and
update that if/when the content moves
• Drive more traffic to publications
• Turn references into hyperlinks
• Find out who is using their content
• Participate in other collaborative services

10. Crossref Members and Affiliates by Year

12. >117,000,000
content items

13. Content Types
• Journals
• Books
• Conference proceedings
• Standards
• Technical reports
• Working Papers
• Theses and dissertations
• Components (figures, tables)
• Datasets (supplementary data)
• Databases
• Posted content (includes preprints)
• Peer Reviews

14. Registered content

15. Content
registration at
Crossref

16. More than just
DOIs

17. Your prefix
• One prefix may be used for all content
• New titles may be added at any time
• No limit to the number of DOIs created, also no
minimum number is required.
10.4444
10.55555

18. Persistent identifiers
https://doi.org/10.1006/jmbi.1995.0238
• The DOI directory: makes the DOI actionable on the web
• Prefix: assigned by Crossref
• Suffix: assigned by the publisher
Total DOI = routes through the DOI resolver to point to the registered URL

19. DOI suffix
• consistent
• simple
• short
More details: https://www.crossref.org/education/member-setup/constructing-your-dois/

20. Crossref DOI display guidelines
• Always be displayed as a full URL link
• An example of the best practice in displaying a Crossref DOI link is:
https://doi.org/10.1629/22161
• Old format was http://dx.doi.org/

21. Your landing page
• A full bibliographic citation so that the user can verify they have been
delivered to the correct item
• The DOI displayed as a URL, per display guidelines
• A way to access full text: access to full text is completely controlled
by the publisher but the landing page must be accessible to
everyone.

22. metadata
author names, ORCIDs, affiliations, article titles, ISSN, ISBN,
pages, issue #, volume #s, dates, identifiers

23. more metadata
reference lists, funding data, ORCIDs, license data, clinical trial numbers,
errata, retractions, updates and more through our Crossmark service,
JATS-formatted abstracts, relationships between items…

24. Ways to register
content
Upload XML file (https://doi.crossref.org)
The manual web deposit form (https://apps.crossref.org/webdeposit)
OJS Crossref plugin (https://docs.pkp.sfu.ca/crossref-ojs-
manual/en/config)
Metadata Manager (https://www.crossref.org/metadatamanager/)

25. Create XML
Crossref Schema
Metadata deposit schema: for everything
Metadata deposit schema 4.4.2 (documentation)
Resource schema: for adding most non-bibliographic metadata to existing
records
doi_resources4.3.6.xsd (documentation)

26. <journal_metadata>
<full_title>International Journal of
Meetings</full_title>
<abbrev_title>Am J Meet</abbrev_title>
<issn media_type='print'>4445-6767</issn>
</journal_metadata>
<journal_issue>
<publication_date media_type='print'>
<month>5</month>
<day>5</day>
<year>2001</year>
</publication_date>
<journal_volume>
<volume>33</volume>
</journal_volume>
<issue>1</issue>
</journal_issue>
Journal title: International Journal of Meetings
ISSN: 4445-6767
Publication date: 5-5-2001
Volume: 33
Issue: 1

27. <journal_article publication_type='full_text’>
<titles>
<title>Let’s have a meeting</title>
</titles>
<contributors>
<person_name sequence='first' contributor_role='author'>
<given_name>Bob</given_name>
<surname>Surname</surname>
</person_name>
<publication_date media_type='print'>
<month>5</month>
<day>9</day>
<year>2001</year>
</publication_date>
<pages>
<first_page>100</first_page>
<last_page>200</last_page>
</pages>
<doi_data>
<doi>10.50505/test_200704082300</doi>
<resource>http://www.crossref.org/sampleurl</resource>
</doi_data>
article title: Let’s have a
meeting
author: Bob Surname
pages: 100-200
DOI: 10.50505/test_2007

28. Success! Your content now has
persistent identifiers and a Crossref
metadata record
???????
hooray!
Failure…your content has not been
registered.

29. Web deposit form

30. OJS/Crossref integrations
As of OJS 3.1.2
• Reference linking and depositing
• Funding metadata
• iThenticate plugin
https://docs.pkp.sfu.ca/crossref-ojs-manual/en/

33. Please note...
The plugin will deposit DOIs on publication, but your DOIs
will still take time to be processed. It is not immediate.
The plugin does not automatically update DOIs if metadata
changes. That has to be done manually.
If a DOI deposit has failed, you can click on the failure link
for a report
more info at: PKP's Community forum https://forum.pkp.sfu.ca/ and
PKP documentation https://docs.pkp.sfu.ca

34. https://www.crossref.org/metadatamanager/

35. https://www.crossref.org/metadatamanager/
Metadata Manager

37. Not just bibliographic metadata

40. Metadata should be…
• accurate
• complete
• up to date

41. Updating and
adding extra
metadata

42. What do we mean when we talk about Crossref metadata?

43. Members —> Crossref
Basic metadata: titles; author names; ISSNs/ISBNs,
abstracts, references
Funding Information, Funder identifiers, award
numbers
License Information, License URIs
Full-text URIs (e.g. for text mining and Similarity
Check)
Crossmark: updates, retractions, corrections
ORCID iDs
Recently: Peer Review reports, relations, Grant IDs
Soon… Organization IDs

44. Search &
discover

45. Keeping metadata up to date
• Correct metadata errors
• Add more metadata to an existing record
• Update URLs

46. What if something changes
• Change/correction to the metadata
• E.g. author’s name is entered incorrectly
• Change to the URL
• E.g. your publication moves to another site or
you transfer your content to another member
Do not re-assign another DOI
There is never a charge to update DOIs

47. Identifying
errors

48. Viewing your metadata
Crossref Metadata Search
http://search.crossref.org

50. Editing your
metadata

52. Correcting your metadata if you have already
deposited it
• Resubmit metadata via XML - overwriting the old record
with new information
• Redeposit via the Web Deposit Form
• Edit the metadata record in Metadata Manager

56. Importing already registered articles into Metadata Manager

57. Submission summary screen in Metadata Manager

58. Reports
• Our Conflict and Resolution reports can help you
identify existing metadata errors. You can fix these
with no charge.
• The Conflict report includes information about
conflicts that have been created by members when
two (or more) metadata records share similar or
identical metadata.

59. Resolution reports
• Resolution reports are sent out via email at the beginning of
each month
• When a researcher clicks on a DOI link for an article, that
counts as one DOI resolution. No information is captured about
who the user is or where they are coming from.
• A separate report is generated for each DOI prefix.
• If you have a high number of failures - don’t panic, but do pay
attention! Sometimes this can user error in typing or cutting-
and-pasting DOIs or the DOI has been distributed but not
deposited.

60. Why reports are important
• Make sure your content is properly registered
• See how content is being used
• Catch any errors
Make sure the right person in your organization gets
them! If not, please write to member@crossref.org.

61. Questions &
break

62. Crossref Metadata?

63. No, this is Crossref metadata

64. This may be your Crossref metadata

65. ….but maybe this?

66. Participation
Reports

67. A tool to use where:
You can see what metadata you are registering with
Crossref
You can track progress of your metadata
You’re able to see how you measure up to other members
What are they?

68. Why did we create them?
Members are not always aware of what metadata they’re
sending to Crossref
Members can see what’s missing and can fix the gaps
And can track progress of their metadata in an easy and
user-friendly way

70. > 600 million queries per month

71. Access the reports at https://www.crossref.org/members/prep/
and you can find documentation to help on our website.

73. ● Greater discovery of your content
● Inclusion in discovery services
● Only your metadata is shared, not your full text
Sharing metadata

74. Find out more
Monthly Participation Report webinars
(https://www.crossref.org/webinars/)
Schedule a Metadata Health Check
(feedback@crossref.org)

75. Crossref Services

76. Our servicesOur services
• Reference Linking
• Cited-by
• Similarity Check
• Crossmark

77. Reference linking means
hyperlinking with Crossref DOIs
when you create your citation
list.

78. Reference Linking

79. Reference Linking

80. How to add Crossref DOI links to
references
• Use a search engine for individual articles
• Query Crossref with XML
• Use Crossref lookup tools
• Use Metadata Manager
• Third party tools such as OJS 3.1.2

81. https://apps.crossref.org/SimpleTextQuery/

82. https://apps.crossref.org/SimpleTextQuery/

83. Cited-by provides a clear
overview of the publications that
have cited a piece of content

85. 1. Deposit you references
2. Email member@crossref.org to sign up
3. Query Crossref for a list of all DOIs citing an article
4. Display Cited-by results on your website
No fee and is an optional service
How to participate

86. Querying for Cited-by links
https://doi.crossref.org
https://www.crossref.org/education/cited-by/retrieving-cited-by-matches/

87. Similarity Check offers
publishers a way to actively
engage in efforts to prevent
plagiarism.

88. Members are provided with access to Turnitin’s powerful text comparison
tool, iThenticate. This allows them to compare submitted manuscripts against
the largest comparison database of scientific, technical and medical content in
the world.
Similarity Check members contribute their own published content into
iThenticate’s database of full-text literature.
Similarity Check

89. What is iThenticate?
Turnitin’s plagiarism detection software
• Text-based screening
• Compares against content from
○ 1 billion web pages,
○ 60 million items from Crossref members
○ 105 million items from other content partners such as Pearson,
Cengage, EBSCOHost etc.

90. How the service works
• Upload a document to iThenticate
• A similarity report is produced
• Compare side-by-side
• Editor makes a decision about
whether the similarity detected is
legitimate or if further investigation is
required
• When members publish new content,
they provide a link to their full-text
which Turnitin use to index the item
and add it into their database

92. What issues are publishers looking for?
• Poor, missing, or incomplete references (can be fixed)
• Self-plagiarism/text recycling (can be fixed)
• Unattributed use of parts of another person’s work
• Submitting another person’s work as your own
• Is the author attempting to mislead/misrepresent?

93. How to join
https://www.crossref.org/education/similarity-check/participate/eligibility/
Are you eligible?

94. How much does it cost?
• Annual administrative fee equal to 20% of your Crossref membership fee, paid to Crossref along with your annual
membership fee.
• Each document run through Similarity Check is charged at a per-document-checking fee. There is a separate invoice
for Similarity Check document checking fees.
• If you work with a sponsor, they’ll receive the invoices for your use of the service.
• Invoices for the per document checking fees Similarity Check service will be sent, from Crossref, in January (for the
previous year). You can check how many documents you’ve checked in the Reports section in iThenticate.

95. Crossmark is a great way to
show users extra or updated
information about the
content they’re viewing so
that they can trust it

96. Crossmark
• An embedded button for HTML and PDF that, when clicked,
tells the reader if any changes have been made since
publication
• The information stays with the article and can be accessed even
away from the publisher site
• Machine-readable metadata available via the Crossref REST
API

100. Deposit additional metadata
• Funding data
• License information
• ORCID iDs
• Clinical trial numbers
• Any additional custom metadata
• Publication history
• Similarity Check deposited
• etc.

102. Uptake
• Over 1000 publishers depositing Crossmark metadata
• 148,000 updates to content
• Majority corrections or errata
• ~5,000 of the updates are retractions

103. How to participate
1. Create a Crossmark policy page and assign it a DOI.
2. Deposit Crossmark metadata as part of your regular
metadata deposits.
a. This can also be deposited as stand-alone data for
backfile content
3. Add the Crossmark button to your articles (web and
PDF)
From January 2020 we have removed the fees for this
service.

104. Community
Initiatives

105. https://ror.or
g

107. Make Data Count
Since 2014, the Make Data Count (MDC) initiative has focused on building the social and
technical infrastructure for the development of research data metrics. With funding from the
National Science Foundation, Gordon and Betty Moore Foundation, and Alfred P. Sloan
Foundation, the initiative has transformed from a research project with an aim to understand
what researchers value about their data, to an infrastructure development project, and now into
a full-fledged adoption initiative.
Additional funding from the Sloan Foundation to focus on widespread adoption of standardized
data usage and data citation practices, the building blocks for open research data metrics.

108. Make Data Count: aims
1. Increased adoption of standardized data usage across repositories through
enhanced processing and reporting services
2. Increased implementations of proper data citation practices at
publishers by working in conjunction with publisher advocacy groups
and societies
3. Promotion of bibliometrics qualitative and quantitative studies around data
usage and citation behaviors
https://makedatacount.org/

109. Crossref and PKP Collaboration
• PKP Strategic Partner
• Crossref-PKP Working Group
• OJS Plugin
• Sponsorship program

110. Further help
and support

111. https://community.crossref.or
g

112. https://support.crossref.org/hc/en-us/requests/new
• Help members register and maintain their
metadata records
• Help everyone else discover and use
metadata records
• 1/3 of all support tickets are related to
metadata quality concerns
• Find information on services, with technical
explanations and examples at our
education documentation here:
https://www.crossref.org/education/
Support

113. Where can I find out more?
● Community forum: https://community.crossref.org/
● Documentation: https://www.crossref.org/education/
● Email our support, member, and billing teams
support@crossref.org, member@crossref.org
billing@crossref.org
● Webinars: https://www.crossref.org/webinars/

114. Staying up-to-date
Twitter: @crossrefOrg and @crossrefsupport
What are we thinking about: blog.crossref.org
Get in touch: feedback@crossref.org

115. Help us stay up-to-date!
If the contacts at your organisation change, let us know!
Just email member@crossref.org

116. Thank you!