These slides will provide new members with tips on getting started with Crossref. Topics will include an introduction to content registration, creating identifiers, member obligations, as well as how to get assistance and keep in touch.

1. Getting
started as a
new member Susan Collins
Community Outreach

2. Welcome to Crossref!
You can now get involved with our community,
connect your content with the global network of
online research, and take up additional infrastructure
services.

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

5. 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

6. We have your metadata and we make it available
Funders, Institutions, Archives & repositories, Research councils, Data centers, 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…
Your links are persistent
Links to your content will live on, regardless of where the content moves
The Crossref community will link to your content
Our members use persistent identifiers in references, which increases (persistent) traffic and
supports scholarly infrastructure

7. Let’s begin

8. First steps
• prefix and login
• different methods to deposit metadata

9. 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

10. 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

11. DOI suffix
• consistent
• simple
• short
https://doi.org/10.1063/1.125173
https://doi.org/10.1021/cm960127g
https://doi.org/10.1101/gr.10.12.1841
https://doi.org/10.1109/16.8842
https://doi.org/10.1098/rspa.2001.0787
More details: https://support.crossref.org/hc/en-us/articles/214669823

12. 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/

13. 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.

14. Landing page

15. Journals
Books
Conference Proceedings
Datasets
Dissertations
Reports
Standards
Posted content (preprints)
Components
What can I register?

16. metadata
everything, including…
author names, ORCIDs, affiliations, article titles,
ISSN, ISBN, pages, issue #, volume #s, dates,
identifiers

17. more metadata
such as …
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…

18. Upload
Crossref XML
Verify registration
Create
Crossref XML
Content registration

19. Content registration
Upload XML file
• https://doi.crossref.org
Manual Web Form
• https://apps.crossref.org/webDeposit/

20. Create XML
Crossref Schema
Metadata deposit schema: for everything
Metadata deposit schema 4.4.1 (documentation)
Resource schema: for adding most non-bibliographic
metadata to existing records
doi_resources4.3.6.xsd (documentation)

21. Web deposit form

22. Coming soon!

23. metadata
record
funding
data
bad data
@#&$*@ citations
Submission queue
All content registration
submissions are added to the
same queue
Most are processed quickly but if
not, you can view your spot in
the queue

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

25. Maintaining your metadata

26. What if something changes?
• Change/correction to the metadata
• E.g. author’s name entered incorrectly
• Change to the URL
• E.g. your publication moves to another website
• Do NOT re-assign another Crossref DOI
• There is no charge to update DOIs

27. How to update your metadata
If there is an error or an update to your metadata:
• Re-submit the metadata
• if updating any of the bibliographic metadata, have to resubmit all the bibliographic
metadata as a whole
• supplemental metadata can be submitted separate from the bibliographic metadata
but would be updated as a whole
• For URL-only changes you can send a .csv file to our support team
10.5555/doi1 http://www.yoururl.com/journal/art1
10.5555/doi2 http://www.yoururl.com/journal/art2

28. Next steps: reference linking
• Reference linking means hyperlinking your
references using Crossref DOIs (this is a
membership obligation)
• Readers can then follow a DOI link from the
reference list of an article to the article on the
publisher’s website

29. Next steps: reference linking
Soleimani N, Mohabati Mobarez A, Farhangi B. Cloning, expression and purification
flagellar sheath adhesion of Helicobacter pylori in Escherichia coli host as a vaccination
target. Clin Exp Vaccine Res. 2016 Jan;5(1):19-25. https://doi.org/10.7774/cevr.
2016.5.1.19
Galli, S.J., and M. Tsai. 2010. Mast cells in allergy and infection: versatile effector and
regulatory cells in innate and adaptive immunity. Eur. J. Immunol. 40:1843–1851. Crossref

30. Crossref Simple Text Query
https://apps.crossref.org/simpleTextQuery
Slides reproduced courtesy of INASP

31. Enter email
Paste references in here
Hit ‘submit’ to finish
Crossref Simple Text Query

32. But wait, there’s more!

33. Get involved!
Governance and Committees
• 16 member board
• one member, one vote
• Board elections each November
• Advisory Groups and Committees
https://www.crossref.org/working-groups/

34. Invoicing
• Member fee is invoiced annually
• Deposit invoiced quarterly (January, April, July, October)
• Credit card, bank transfer, PayPal, check
• Invoice questions: billing@crossref.org

35. Webinars
In-depth presentations on:
Content registration
Maintaining your metadata
How to query metadata
All Crossref services
https://www.crossref.org/webinars/

36. Support Center
support.crossref.org
• comprehensive technical documentation
• create and review support tickets

37. Where to find help
• Help documentation: http://support.crossref.org
• Crossref technical support: email support@crossref.org
• Webinars: https://www.crossref.org/webinars/
• Other questions: member@crossref.org

38. Staying up-to-date
Twitter: @crossrefOrg and @crossrefsupport
What are we thinking about: blog.crossref.org
What are we playing with: labs.crossref.org - new and
experimental tools and initiatives

39. Questions?
member@crossref.org
support@crossref.org