The document provides an agenda and overview for a Crossref workshop on using metadata and Crossref services. The agenda covers topics such as an introduction to Crossref, registering content, the importance of DOIs, and working with the Crossref community. The overview discusses Crossref's role in making research outputs discoverable and reusable, its membership of over 12,000 organizations, and the over 100 million scholarly content items in its metadata store. Key Crossref services that are highlighted include reference linking, cited-by, and the Funder Registry.

1. Rachael Lammey
Head of Community Outreach
Vanessa Fairhurst
Community Outreach Manager

2. Agenda
09.00 - 09:15 Welcome
09.15 - 10:30 Introduction to Crossref: using metadata & Crossref services
Break
11:00 - 12:30 Registration of content with Crossref
Lunch
14.00 - 15:00 The importance of DOI for research outreach
15.00 - 15:30 Enter Once, Reuse Often: The Power of PIDs
15:30 - 16:00 Working with our community & Q&A

3. 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

4. Our truths

6. Crossref overview
• Over 12,000 member organizations
• 16 member board, cross section of international publishers
• 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.

7. 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

8. Crossref Members and Affiliates by Year

10. >100,000,000
content items

11. 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

12. What are we up to?

13. Using metadata:
who, why and
how?

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

15. 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
Soon… Organization IDs, Grant IDs…

16. Crossref metadata for
machines & humans

18. Search &
discover

20. Search &
discover

21. Measure, report…

22. …and apply metrics

23. A collaborative writing tool
Built a tool based on
Crossref metadata to allow
authors to search and cite
without leaving the editor.
Match & link citations

25. Aggregate and integrate
content
Help Unpaywall identify and disambiguate over 20 million Open
Access articles, and it is absolutely essential to our work. We 😍 ❤
🤗 Crossref! – Jason Priem, ImpactStory

26. Collect related research
objects
We check for the availability of
articles associated with our data
packages, and to verify some of
our metadata. Being able to do
this programmatically has
revolutionized our data
publication workflow. – Elizabeth Hull,
Dryad

27. Fill metadata gaps
We enrich the metadata of our hosted preprints and link them to the
manuscript or version of record. We also perform various analyses regarding
the completeness and discoverability of our records. – Mark Hahnel, Figshare

28. Verify records are valid
and accurate
Identify articles unambiguously as we preserve scholarly literature in our
system. Also, in the rare instances when we ‘trigger’ journals for open access,
we want the reference-linking functionality to work, and we work with
Crossref to point the URLs to our site for resolution. – Craig van Dyck, CLOCKSS

29. author profiling tools

30. over 600 million metadata
queries per month across all
interfaces

31. Crossref REST API overview
• Search, filter or sample metadata from thousands of members
• Returns results in JSON
• The information is continually updated
• The REST API helps unlock the value metadata; making it available to query easily
and to integrate into other tools and services
• No sign-up is required and the data can be treated as facts from members.
Therefore it is not subject to copyright and available to use for whatever purpose
• Simplifies access for researchers who want to mine and analyze research outputs
and content

32. Metadata API Plus
● Metadata ‘snapshots’
● Metadata normalized
across interfaces
● Priority support
● Guaranteed uptime
● Higher rate limit
● Notifications
● *Also has a free
public interface

33. Crossref Metadata?

34. No, this is Crossref metadata

35. This may be your Crossref metadata

36. ….but maybe this?

37. Crossref Services

38. Our services
• Reference Linking
• Cited-by
• The Funder Registry
• Event Data
• Crossmark
• Similarity Check

39. Our services
• Reference Linking
• Cited-by
• The Funder Registry
• Event Data
• Crossmark
• Similarity Check

40. Reference linking means
hyperlinking to Crossref DOIs
when you create your citation
list.

41. Reference Linking

42. Reference Linking

43. How to add Crossref DOI links to references
• Use a search engine for individual articles (slow)
• Query Crossref with XML (efficient, requires skill)
• Use Crossref lookup tools (simple)
• Use Metadata Manager
• Third party tools such as OJS 3.1.2

44. https://search.crossref.org/references

45. https://search.crossref.org/references

46. Cited-by provides a clear overview of
the publications that have cited a piece
of content - and lets your readers
navigate from your content to the
content that is citing it.

48. How to participate
1. Deposit reference lists with Crossref for your journal
2. Email member@crossref.org to sign-up
3. Query Crossref for a list of all DOIs citing a document
4. Display Cited-by results on your website
No fee - Cited-by is an optional service

49. Querying for Cited-by links
https://doi.crossref.org
https://support.crossref.org/hc/en-us/articles/214318946-Retrieving-cited-by-matches

51. Figuring out who has cited your
content can be difficult; Cited-by
provides a way to find these
citations, display the results, and
connect your content to further
research.
Current figure: 924,960,692 Cited-by links

52. Crossref metadata helps research
to be found, cited, linked-to,
assessed, and re-used

54. Thank you for joining us
today!
Questions?