CrossRef How-to: A Technical Introduction to the Basics of CrossRef, Chuck Koscher

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CrossRef How-to: A Technical Introduction to the Basics of CrossRef, Chuck Koscher

  1. 1. CrossRef Technical Basics Chuck Koscher, Director of Technology
  2. 2. Agenda <ul><li>This presentation will not cover: </li></ul><ul><li>CrossRef membership basics (obligations) </li></ul><ul><li>Costs or fees </li></ul><ul><li>We assume: </li></ul><ul><li>Understanding of web linking </li></ul><ul><li>XML and metadata awareness </li></ul><ul><li>This presentation will cover: </li></ul><ul><li>Technical details regarding CrossRef transactions </li></ul><ul><li>Introduce XML specifics as they relate to CrossRef </li></ul><ul><li>Resources available for your use </li></ul>
  3. 3. ‘ The’ DOI Resolver Publisher’s Prefix <ul><li>Deposit article meta-data to CrossRef with the DOI & URL </li></ul><ul><li>Query CrossRef to get a DOI using an article’s meta-data </li></ul><ul><li>Present the referring article to the user with reference links active as DOIs </li></ul><ul><li>The user clicks on a link </li></ul><ul><li>Their browser sends the link to the DOI Resolver </li></ul><ul><li>The Resolver finds the URL and re-directs the user to the target document </li></ul>HTTP://dx.doi.org/10.1016/S0040-4039(01)80789-9 DOI suffix Review: How a DOI works Publisher of the target entity 1 Publisher of the referring entity 2 User 3 Referrer Source 4 Referent 5 6 Service Target
  4. 4. Flow of transactions Joins CrossRef and receives prefix 10.1234 Designs suffix scheme Publishes Article A Build XML for deposit Sends XML to CrossRef Extract references From the article Query CrossRef to get DOIs for the bibliography Build links into on-line article A (link out) Construct an appropriate landing page Deposit Query Query CrossRef to get DOIs for cited-by article A Query Build ‘who cites this article list into on-line article A (link out) Receive a cited-by alert for article A email Update ‘who cites this article list into on-line article A (link out)
  5. 5. <?xml version=&quot;1.0&quot; encoding=&quot;UTF-8&quot;?> … <timestamp>200706181120</timestamp> … <journal> <journal_metadata> <full_title>Test Publication</full_title> <abbrev_title>T27P</abbrev_title> <issn media_type='print'>99999999</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_article publication_type='full_text'> <titles> <title>Article Apr 16, 2007 11:51</title></titles> <contributors> <person_name sequence='first' contributor_role='author'> <given_name>Chuck</given_name> <surname>Koscher</surname> </person_name> <publication_date media_type='print'> <month>5</month> <day>9</day> <year>1995</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/</resource> </doi_data> <component_list> <component parent_relation=&quot;isPartOf&quot;> <description>Some component DOI</description> <doi_data> <doi>10.50505/test_200611161118</doi> <resource>http://www.crossref.org/</resource> </doi_data> </component> </component_list> 1 2 3 4 CrossRef XML
  6. 6. Deposit a list of references in an article - Its just some additional XML <citation_list> <citation key=&quot;10.1002/sat.744-BIB1&quot;> <journal_title>Microwave Journal</journal_title> <author>Steyskal</author> <volume>30</volume> <first_page>107</first_page> <cYear>1987</cYear> </citation> <citation key=&quot;10.1002/sat.744-BIB2“> <volume_title>Wideband CDMA for Third Generation Mobile Communications</volume_title> <author>Ojanperä</author> <cYear>1998</cYear> <unstructured_citation>(eds). Wideband CDMA for Third Generation Mo…. </unstructured_citation> </citation> <citation key=&quot;10.1002/sat.744-BIB3&quot;> <journal_title>IEEE Transactions on Acoustics, Speech, and Signal Processing</journal_title> <author>Treichler</author> <volume>31</volume> <first_page>459</first_page> <cYear>1983</cYear> </citation> <citation key=&quot;10.1002/sat.744-BIB4&quot;> <volume_title>Signal Detection in Non Gaussian Noise</volume_title> <author>Kassam</author> <cYear>1988</cYear> <unstructured_citation>Signal Detection in Non Gaussian Noise. Springer: New York, 1… </citation> </citation_list>
  7. 7. Where to perform transactions <ul><li>95+% of the activity is by automated systems that ‘talk’ to CrossRef sending XML data using simple Web operations. </li></ul><ul><ul><li>http://doi.crossref.org => production system (deposit & query) </li></ul></ul><ul><ul><li>http://test.crossref.org => a ‘sandbox’ for experiments </li></ul></ul><ul><ul><li>www.crossref.org/openurl => OpenURL host (queries only) </li></ul></ul><ul><ul><li>http://oai.crossref.org/OAIHandler => metadata harvesting </li></ul></ul><ul><li>Interfaces for people are available to perform low volume transactions or to do testing. </li></ul><ul><ul><li>http://doi.crossref.org </li></ul></ul><ul><ul><li>http://www.crossref.org </li></ul></ul>
  8. 8. How do I send in this XML? - Use the upload form at http://doi.crossref.org
  9. 9. Automating the process to send this XML - Write a program to do it for you automatically . <ul><li>Documentation </li></ul><ul><ul><li>http://www.crossref.org/help </li></ul></ul><ul><ul><li>http://doi.crossref.org/doc/userdoc.html </li></ul></ul><ul><li>Sample Java </li></ul><ul><ul><li>http://www.crossref.org/08downloads/doUpload.java </li></ul></ul><ul><ul><li>http://doi.crossref.org/doc/samples.zip </li></ul></ul>
  10. 10. What if I don’t program and don’t know XML? - Use http://www.crossref.org/webDeposit/
  11. 14. What if I have articles in NLM based XML? - Use http://www.crossref.org/webDeposit/
  12. 16. People view: Obtain a DOI when you have the metadata - Use the guest query form at http://www.crossref.org/guestquery
  13. 17. People view: Query for a DOI when you have the metadata - Use a form at http://doi.crossref.org Piped query XML query
  14. 18. <ul><li>Write a program to do it for you automatically </li></ul><ul><li>HTTP Post or Get </li></ul>http://doi.crossref.org/servlet/query?usr=<USR>&pwd=<PWD>&qdata= |%20Natl%20Acad.%20Sci.%20USA|Zhou|94|24|13215|1997||| %0A |J.%20Mol.%20Biol.|Hagerman|260|||1996||| POST /servlet/query?usr=creftest&pwd=c53test&format=unixref HTTP/1.1 Host: doi.crossref.org Connection: Keep-Alive, TE TE: trailers, deflate, gzip, compress User-Agent: RPT-HTTPClient/0.3-3 Accept-Encoding: deflate, gzip, x-gzip, compress, x-compress Content-type: application/x-www-form-urlencoded Content-length: 560 ==== Body 560 bytes Body => usr=<USR> Body => &pwd=<PWD> Body => &qdata=%3C%3Fxml+version+%3D+%221.0%22+encoding%3D%22UTF-8%22%3F%3E%3Cquery_batch+version%3D%222.0%22 ns+%3D+%22http%3A%2F%2Fwww.crossref.org%2Fqschema%2F2.0%22+xmlns%3Axsi%3D%22http%3A%2F%2Fwww.w3.org%2F2001%2FXMLSchema-instance% E%3Chead%3E%3Cemail_address%3Eckoscher%40crossref.org%3C%2Femail_address%3E%3Cdoi_batch_id%3Ew001%3C%2Fdoi_batch_id%3E%3C%2Fhead 3Cbody%3E%3Cquery+key%3D%22555-555%22+expanded-results%3D%22true%22%3E%3Cdoi%3E10.1103%2FPhysRevD.7.2467%3C%2Fdoi%3E+%3C%2Fquery 3C%2Fbody%3E%3C%2Fquery_batch%3E%0A ==== XML Get Post Machine view: Query for a DOI when you have the metadata
  15. 19. People view: Obtain a DOI when you have the metadata (OpenURL) http://www.crossref.org/openurl ? aulast=Maas+LRM &title=JOURNAL+OF+PHYSICAL+OCEANOGRAPHY &volume=32 &issue=3 &spage=870 &date=2002 &pid=username:password
  16. 21. Machine view: Obtain a DOI when you have the metadata <ul><li>Use our OpenURL resolver </li></ul>HTTP://www.crossref.org/openurl http://www.crossref.org/openurl?aulast=Maas+LRM &title=JOURNAL+OF+PHYSICAL+OCEANOGRAPHY &volume=32&issue=3&spage=870&date=2002 <ul><li>You must register in order to use this account </li></ul><ul><li>http://www.crossref.org/requestaccount/ </li></ul><ul><ul><li>add “pid=username:password” </li></ul></ul><ul><ul><li>or “pid=some@registered_email” </li></ul></ul><ul><ul><li>to the OpenURL </li></ul></ul>
  17. 23. People view: Query to obtain metadata using a DOI - Use the form at http://doi.crossref.org
  18. 24. http://www.crossref.org/openurl? id=doi:10.1103/PhysRev.47.777 &pid=username:password &noredirect=true Machine view: Query to obtain metadata using a DOI <ul><li>Use our OpenURL resolver </li></ul>HTTP://www.crossref.org/openurl
  19. 25. People view: Query to obtain metadata using a DOI
  20. 26. People view: Obtain a DOI when you have the reference text <ul><li>Use the simple text query form at </li></ul><ul><li>http://www.crossref.org/SimpleTextQuery </li></ul>
  21. 27. People view: Obtain a DOI when you have the reference text If you are the publisher, submit these as references!
  22. 28. Machine view: Obtain a DOI when you have the reference text None (not yet anyway)
  23. 29. Machine view: Query to obtain forward links <ul><li>Its just another type of XML query </li></ul><?xml version = &quot;1.0&quot; encoding=&quot;UTF-8&quot;?> <query_batch version=&quot;2.0&quot; xmlns = &quot;http://www.crossref.org/qschema/2.0&quot; xmlns:xsi=&quot;http://www.w3.org/2001/XMLSchema-instance&quot; xsi:schemaLocation=&quot;http://www.crossref.org/qschema/2.0 http://www.crossref.org/qschema/crossref_query_input2.0.xsd&quot;> <head> <email_address>ckoscher@crossref.org</email_address> <doi_batch_id>fl_001</doi_batch_id> </head> <body> <fl_query alert=&quot;false&quot;> <!-- **** set alert=&quot;true&quot; if we want to receive future emails when someone adds a citation to the article --> <!-- This is the DOI of the article that is 'cited', we must be the owner to retrieve any cited-by links --> <doi>10.1097/00001622-200101000-00005</doi> </fl_query> </body> </query_batch>
  24. 30. <forward_link doi=&quot;10.1097/00001622-200101000-00005&quot;> <journal_cite> <issn>12345678</issn> <journal_title>Test Publication</journal_title> <article_title>Article Mar 2, 2004 10:38</article_title> <first_page>S125</first_page> <year>1999</year> <publication_type>full_text</publication_type> <doi>10.5555/small_md_0001</doi> </journal_cite> <msg>Forward linking query alerts enabled in CrossRef</msg> </forward_link> <forward_link doi=&quot;10.1097/00001622-200101000-00005&quot;> <journal_cite> <issn>12345678</issn> <journal_title>Test Publication</journal_title> <article_title>Article Mar 2, 2004 10:38</article_title> <contributors> <contributor first-author=&quot;true&quot;> <given_name>Tom</given_name> <surname>Jo nes</surname> </contributor> </contributors> <volume>12</volume> <issue>1é</issue> <first_page>S125</first_page> <year>1999</year> <publication_type>full_text</publication_type> <doi>10.5555/char_test_001</doi> </journal_cite> <msg>Forward linking query alerts enabled in CrossRef</msg> </forward_link> </body> </query_result> </crossref_result>
  25. 31. Machine view: Obtain lots of metadata all at one time <ul><li>Use our OAI interface </li></ul>http://oai.crossref.org/OAIHandler/?verb=ListRecords &from=2009-04-20 &until=2009-05-01 &set=10.1007:2661 &metadataPrefix=cr_unixml
  26. 33. www.crossref.org/help

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