Implementing CrossMark (2011 CrossRef Annual Meeting)

Implementing CrossMark Evan Owens CIO, Publishing American Institute of Physics

2 Business Requirements• Policy Page• Major “significant” updates: – Errata, corrigenda, retractions, withdrawals, enhancements• How implemented? – Formal separate publication? – In situ corrections? – Hybrid? (e.g., link, attach, correct in place)• Minor “technical” updates: – Include in CrossMark?• Clear policy is prerequisite for successful process design!

3 Process Engineering• How do you do DOI registration now? – In-house? vendor? – Coordinating production and hosting• Version control issues: – How do you managed post-publication changes today? – What was changed? • XML, PDF, HTML – Why was it changed? – Who needs to know about the change? • Hosting, aggregators, archives • CrossRef/CrossMark

4 Versioning Use Cases from AIP (1)• Key Questions: – Does change affect the author’s intellectual content? – Is the change visible to the reader? In HTML and/or PDF? – Is it “Significant” in CrossMark terms? – What is the “policy” for this kind of change?• Formal updates — Significant! – Errata/Corrigenda/Retraction/Withdrawal• Article-level content changes — Significant? – Adding supplementary material after publication – Ratings, comments, other user-contributed peripheral information

5 Versioning Use Cases from AIP (2)• Article-level technical changes — Not Significant?? – Correcting reference links – Correcting figures – Correcting author name markup – Correcting XML (MathML) to match PDF• Platform-level changes — Not Significant! – Semantic enrichment across all content – Migrating XML to new DTD – Migrating graphics and media formats

6 Other CrossMark Questions• Backfile – Do you know what was changed in your backfile? – Create a baseline for future changes with CrossMark• CrossMark custom metadata – Extensible via custom name/value pairs – AIP proposal for US Govt. Funding Agency Metadata • To be included in CrossMark custom metadata • Working with DOE-OSTI to maintain nomenclature • Govt. agencies could then harvest the funding information

Implementing CrossMark (2011 CrossRef Annual Meeting)

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