Introduction to CrossRef for Publishers

Introduction to
for publishers
Patricia Feeney
Product Support Manager

Agenda
CrossRef overview
Creating and working with CrossRef DOIs
Maintaining your DOIs and metadata
CrossRef services
Resources

mission statement:
CrossRef's goal is to be a trusted collaborative organization with broad community connections; authoritative and innovative in support of a persistent, sustainable infrastructure for scholarly communication.

?
Why do publishers join?
To get persistent identifiers for their content
To drive more traffic to their content
To turn references into hyperlinks
To pull in cited-by links (who cites this?)
Participate in other collaborative services (CrossCheck, CrossMark)

DOI = Digital Object Identifier

Broken links are a problem

A DOI uniquely identifies a piece of electronic content

http://dx.doi.org/ + DOI = persistent URL
http://dx.doi.org/10.1577/H02-043
http://dx.doi.org//10.1577/H02-043

International DOI Foundation (IDF): oversees the central DOI system, promote DOI as a standard, and provides an organizational infrastructure that ensures persistence and interoperability.
Corporation for National Research Initiatives (CNRI):they (among other things) are responsible for the Handle system, which is the technology that causes DOIs to resolve.
Registration Agencies (RAs): Register DOIs on behalf of other organizations. CrossRef is a RA.

DOI Registration agencies
European Union Office of Publications
TIB (TechnischeInformationsbibliotek)
R.R. Bowker
Nielsen Bookdata
Copyright Agency Limited (CAL)
mEDRA
Wanfang Data
DataCite
CrossRef

10.1016/j.lwt.2008.02.010 10.3113/FAI.2008.0185 10.1037/07357028.38.4.338.supp 10.1016/j.diabet.2007.11.004 10.1139/Z07-115 10.1016/j.foreco.2008.01.033 10.1016/j.coph.2008.01.007 10.1109/ISBI.2007.357057 10.1016/j.jcis.2008.01.049 10.1016/j.aorn.2007.12.029 10.1097/HJR.0b013e3282f29aa6 10.1016/j.jmatprotec.2007.12.144 10.1016/j.biopsycho.2008.02.009 10.1016/j.jfs.2007.12.003 10.1177/0278364907085562 10.1016/j.jip.2008.02.011 10.1016/j.resuscitation.2007.10.008 10.1016/j.talanta.2008.02.043 10.1080/1055678031000152079 10.1111/j.1538-7836.2008.02908.x 10.1016/j.cep.2008.01.011 10.1016/j.physletb.2008.03.004 10.1016/j.cytogfr.2008.01.004 10.1006/S0003-2670(03)00575-0 10.1061/(ASCE)0733-9445(1993)119:12(3537) 10.1016/j.orggeochem.2008.03.001 10.1016/j.jce.2008.03.001 10.1097/YIC.0b013e3282f2d42c 10.1016/j.jmmm.2008.02.146 10.2223/JPED.1758 10.1016/j.jns.2008.01.016 10.1109/ISBI.2007.356995 10.1007/3-540-48311-X 10.1016/S0168-583X(97)00553-3 10.1029/2007GL090712 10.1016/j.biombioe.2008.02.002 10.1038/sj.ijo.0801704 10.1111/j.1600-0714.2007.00624.x 10.1016/j.jchemneu.2008.02.007 10.1016/S0021-8502(97)00109-2 10.1016/j.tet.2008.02.077 10.1016/j.yhbeh.2008.02.020 10.1029/2007SW000355 10.1016/j.forsciint.2008.01.009 10.1111/j.1365-2044.2007.05319. 10.1016/j.csr.2008.02.009 10.1016/j.physleta.2008.02.040 10.1016/j.poly.2007.12.031 10.1016/j.biocon.2007.12.030 10.1016/j.eurpsy.2007.11.005 10.3390/molecules130100 10.1016/j.cam.2008.02.015 10.1016/j.nuclphysbps.2007.11.105 10.1007/s12282-008-0037-0 10.1016/j.colsurfa.2008.02.018 10.1016/j.colsurfa.2008.02.018 10.1111/j.1399-6576.2007.01461.x 10.1021/la7032753 10.1111/j.1432-0436.2007.00257.x 10.1109/QSIC.2007.4385520 10.1016/j.nimb.2008.03.025 10.1016/j.nimb.2008.03.028 10.1016/j.nimb.2008.03.036 10.1017/SO266467405003056 10.1016/j.agrformet.2008.01.004 10.1016/j.agee.2008.01.003 10.1016/j.cortex.2008.03.001 10.1016/j.jtbi.2008.02.023 10.1016/j.jmatprotec.2008.03.003 10.1016/j.actamat.2007.12.057 10.1016/j.paed.2007.12.008 10.1016/j.canlet.2008.01.034 10.1016/j.molcata.2008.03.002 10.1016/j.apenergy.2008.01.002 10.1111/j.1365-2044.2007.05262.x 10.1016/j.seares.2008.02.004 10.1016/j.expneurol.2008.02.013 10.1016/j.ica.2008.02.064 10.1080/10242420701379866 10.1016/j.trstmh.2008.01.002 10.1043/0012-9658(1975)056[0511:TMGS]2.0.CO;2 10.1016/j.biortech.2008.01.006 10.1016/j.pedex.2008.01.005 10.1016/j.jsv.2007.07.090 10.1016/j.jomh.2007.11.003 10.1016/j.brainresrev.2008.02.004 10.1016/j.ecolmodel.2008.01.007 10.1111/j.1365-2621.2006.01425.x 10.1080/87565640701376151 10.1016/j.jcpa.2007.11.004 10.1016/j.jala.2007.12.008 10.1016/j.smallrumres.2007.12.023 10.1016/j.eja.2008.01.006 10.1002/(SICI)1096-8644(199708)103:4<507::AID-AJPA8>3.0.CO 10.1007/s12033-008-9055-6 10.1016/j.ijoa.2008.01.005 10.1016/j.rmed.2008.01.004 10.1016/j.compenvurbsys.2007.11.003 10.1016/j.atmosenv.2008.02.031 10.1021/b608262a 10.1016/j.jss.2007.04.049 10.1016/j.rbmret.2007.10.001 10.1097/01.CCM.0000298158.12101.41 10.1016/j.foodchem.2008.01.051 10.1016/j.irfa.2008.02.004 10.1016/j.csr.2008.02.013 10.1016/j.foodchem.2008.01.014 10.1007/978-3-8350-9310- 10.1016/j.nuclphysbps.2007.11.109 10.1146/annurev.celibio.22.011105.102609 10.1016/j.radphyschem.2008.02.010 10.1016/j.chemgeo.2007.12.007 10.1016/j.smallrumres.2007.12.025 10.1016/j.mpdhp.2007.12.003 10.1038 10.1016/j.tiv.2008.01.013 10.1186/1471-2105-9-141 10.1097/WNR.0b013e3282f3476f 10.1016/j.destud.2007.12.006 10.1013/j.bjps/2007.11.011 10.1016/j.fbp.2008.01.001 10.1016/j.jomh.2007.12.004 10.1016/j.actamat.2007.12.036 10.1109/SECON.2007.342869 10.1016/j.ejmech.2008.02.027 10.1016/j.still.2008.01.009 10.1890/060162 10.1016/j.epsr.2007.11.002 10.2514/1.27866 10.1155/2008/483857 10.1016/j.measurement.2008.02.009 10.2466/PRO.101.3.970-978 10.1016/j.ab.2008.03.006 10.1213/01.ane.0000295230.55439.f4 10.1017/S095410200600037X 10.1146/annurev.genom.7.0805.115737 10.1016/j.anl.2007.12.006 10.1016/j.aorl.2007.10.004 10.1016/j.cca.2008.02.021 10.1016/j.cplett.2008.03.001 10.1016/j.na.2008.02.061 10.1111/j.1365-2524.2007.00722.x 10.1016/j.molcata.2008.03.002 10.1016/j.cag.2005.05.010. 10.1109/ICNSC.2007.372901 10.1111/j.1525-142X.2007.00195.x 10.1007/BF02845227 10.1016/j.landusepol.2008.01.001 10.1016/j.neuroimage.2008.02.057 10.1016/j.atherosclerosis.2007.12.013 10.1007/s11450-008-2014-7 10.1002/(SICI)1097-0142(19990515)85:10<2114::AID-CNCR3>3.0.CO;2-U 10.1016/j.archger.2008.01.009 10.1111/j.1552-6569.2007.00179.x 10.1016/j.postharvbio.2007.12.005 10.1016/j.clim.2007.12.010 10.1016/j.jhin.2007.12.012 10.1038/417304a 10.1016/j.jfluidstructs.2007.10.004 10.1016/j.apal.2008.01.001 10.1080/00497870701870285 10.1109/TMI.2007.906091 10.1042/BST0360114 10.1016/j.enggeo.2007.11.005 10.1016/j.tig.2008.01.005 10.1111/j.1750-3639.2007.00121.x 10.1016/j.cbi.2008.02.012 10.1016/j.mpdhp.2007.12.001 10.1016/j.tra.2007.12.002 10.1029/JD007393 10.1016/j.cpc.2008.02.013 10.1111/j.0022-202X.2005.23909.x 10.1016/j.aorn.2007.12.001 10.1111/j.1399-6576.2007.01521.x 10.1016/j.biocon.2008.01.011 10.1016/j.jmatprotec.2008.01.031 10.1016/j.freeradbiomed.2008.03.001 10.1016/j.indmarman.2008.01.001 10.1007/s12230-008-9004-8 10.1016/j.automatica.2007.12.010 10.1016/j.aorl.2007.11.003 10.1002/anie.200705516 10.1111/j.1745-7262.2008.00333.x 10.1016/j.nima.2008.02.065 10.1021/brn700468f 10.1002/esq.1066 10.1016/j.ntt.2008.02.003 10.1016/j.jviromet.2008.01.025 10.1111/j.1708-8305.2007.00164.x 10.1016/j.tcs.2008.03.006 10.1016/j.jspi.2008.02.007 10.1016/j.jspi.2008.02.007 10.1016/j.biocel.2008.02.021 10.1016/j.chemphyslip.2008.02.011 10.1016/j.biocel.2008.02.026 10.1016/j.critrevonc.2008.01.002 10.1016/j.biocel.2008.02.026 10.1163/156854088X00212 10.1043/E-21 10.1016/j.epsl.2008.02.035 10.1016/j.fluid.2008.01.021 10.1016/j.compag.2008.01.009 10.1128/JCM.43.5.2274Ã¢Â€Â“2276.2005 10.1016/j.jeurceramsoc.2007.11.003 10.1016/j.enggeo.2008.02.005 10.1016/j.ode.2006.11.002 10.1002/(SICI)1098-1063(1998)8:3<198::AID-HIPO2>3.0.CO;2-G 10.1109/QELS.1996.865586 10.1016/j.forsciint.2007.11.010 10.3390/molecules13010003 10.1111/j.1552-6569.2007.00175.x 10.1016/j.jallcom.2008.01.045 10.1016/j.jsg.2008.02.017 10.1016/j.nimb.2008.03.037 QELS.1996.865586 10.1016/j.forsciint.2007.11.010 10.3390/molecules13010003 10.1111/j.1552-6569.2007.00175.x 10.1016/j.jallcom.2008.01.045 10.1016/j.jsg.2008.02.017 10.1016/j.nimb.2008.03.037 QELS.1996.865586 10.1016/j.forsciint.2007.11.010 10.3390/molecules13010003 10.1111/j.1552-6569.2007.00175.x 10.1016/j.jallcom.2008.01.045 10.1016/j.jsg.2008.02.017 10.1016/j.nimb.2008.03.037QELS.1996.865586 10.1016/j.forsciint.2007.11.010 10.3390/molecules13010003 10.1111/j.1552-6569.2007.00175.x 10.1016/j.jallcom.2008.01.045 10.1016/j.jsg.2008.02.017 10.1016/j.nimb.2008.03.037QELS.1996.865586 10.1016/j.forsciint.2007.11.010 10.3390/molecules13010003 10.1111/j.1552-6569.2007.00175.x 10.1016/j.jallcom.2008.01.045 10.1016/j.jsg.2008.02.017 10.1016/j.nimb.2008.03.037QELS.1996.865586 10.1016/j.forsciint.2007.11.010 10.3390/molecules13010003 10.1111/j.1552-6569.2007.00175.x 10.1016/j.jallcom.2008.01.045 10.1016/j.jsg.2008.02.017 10.1016/j.nimb.2008.03.037QELS.1996.865586 10.1016/j.forsciint.2007.11.010 10.3390/molecules13010003 10.1111/j.1552-6569.2007.00175.x 10.1016/j.jallcom.2008.01.045 10.1016/j.jsg.2008.02.017 10.1016/j.nimb.2008.03.037QELS.1996.865586 10.1016/j.forsciint.2007.11.010 10.3390/molecules13010003 10.1111/j.1552-6569.2007.00175.x 10.1016/j.jallcom.2008.01.045 10.1016/j.jsg.2008.02.017 10.1016/j.nimb.2008.03.037
=

Content beyond journals…
Books
Standards
Proceedings
Images
Figures
Datasets
Working papers
Dissertations

Linking 5 centuries of content
1665

Member obligations:
outbound reference linking
deposit all current journal articles
resolve any DOI conflicts
update metadata and URLs
do not publicize CrossRef DOIs until links are live
make plans for long term archiving

Step-by-step

Suffix:
Unique within a prefix – a DOI can only be assigned to one item
Consistent
Logical
Easily documented
Readily implemented
Prefix:
Assigned to members
Format is 10.XXXX
Identifies who intially created the DOI
Prefix does not identify the current owner of the DOI

Creating a DOI Suffix
Keep it simple:
10.5664/sleep.1000
10.3183/NPPRJ-1986-01-03-p004-013
10.3103/S0005105507050032
10.4260/BJFT20094508
10.1632/074069503X85526
Allowed characters:
"a-z", "A-Z", "0-9" and "-._;()/”
Establishing a suffix pattern:
http://www.crossref.org/help/CrossRef_Help_CSH.htm#02_Getting_started/Establishing_a_DOI_suffix_pattern.htm

Publish DOI response page
Response page must include:
bibliographic information about the item
means to access full text
the DOI
New DOI Display guidelines!
http://www.crossref.org/02publishers/doi_display_guidelines.html
CrossRef DOIs should always be displayed as permanent URLs in the online environment.
YES: http://dx.doi.org/10.5555/imadoi
NO: doi: 10.5555/imadoi

DOIs are required on the response page, recommended on other pages:
Tables of contents
Abstracts
Full text HTML and PDF articles and other scholarly documents
Citation downloads to reference management systems
Metadata feeds to third parties
“How to Cite This” instructions on content pages
Social networking links
Anywhere users are directed to a permanent, stable, or persistent link to the content

DOIs for books

Deposit Process
Handle
Thanks!
<journal>
<journal_metadata>
<full_title>Test Publication</full_title>
<abbrev_title>T27P</abbrev_title>
<issnmedia_type='print'>99999999</issn>
</journal_metadata>
<journal_issue>
<publication_datemedia_type='print'>
<month>5</month>
<day>5</day>
<year>2001</year>
</publication_date>
<journal_volume>
Researcher
Where is my DOI?
submission
Publisher who did not review
their submission log
CMS subscriber
Member querying for
outbound links

<?xml version="1.0" encoding="UTF-8"?>
…
<timestamp>200706181120</timestamp>
…
<journal>
<journal_metadata>
<full_title>American Journal of Meetings
</full_title>
<abbrev_title>Am J Meet</abbrev_title>
<issnmedia_type='print'>4445-6767</issn>
</journal_metadata>
<journal_issue>
<month>5</month>
<day>5</day>
<year>2001</year>
</publication_date>
<journal_volume>
<volume>33</volume>
</journal_volume>
<issue>1</issue>
</journal_issue>
<journal_articlepublication_type='full_text'>
<titles> <title>Lets have a meeting</title></titles>
<contributors>
<person_name sequence='first' contributor_role='author'>
<given_name>Bob</given_name>
<surname>Surname</surname>
</person_name>
<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/</resource>
</doi_data>
…

Submission log:
<?xml version="1.0" encoding="UTF-8"?>
<doi_batch_diagnostic status="completed" sp="cr6.crossref.org">
<submission_id>426240380</submission_id>
<batch_id>12009_DOIs_unreg_2007-09-21</batch_id> <record_diagnostic status="Success">
<doi>10.1385/AO:38:1:8</doi>
<msg>Success</msg>
</record_diagnostic>
<record_diagnostic status="Failure" msg_id="22">
<doi>all doi's of the current journal element</doi>
<msg>ISSN "15304086" has already been assigned to a different title/publisher/genre</msg>
<record_diagnostic status="Warning">
<doi>10.3386/w11255</doi>
<msg>Addedwith conflict</msg>
<conflict_id>354709</conflict_id>
<dois_in_conflict>
<doi>10.1596/1813-9450-3622</doi>
</dois_in_conflict>
<batch_data>
<record_count>3</record_count>
<success_count>1</success_count>
<warning_count>1</warning_count>
<failure_count>1</failure_count>
</batch_data>
</doi_batch_diagnostic>
<batch_data>
<record_count>3</record_count>
<success_count>1</success_count>
<warning_count>1</warning_count>
<failure_count>1</failure_count>
</batch_data>
More info:
http://www.crossref.org/help/CrossRef_Help_CSH.htm#03_The%20CrossRef%20user%20interfaces/07_Reports/System/Interpreting_reports.htm

Machine interfaces
The vast majority of transactions are made via a machine interface

Public interface
Web deposit formhttp://www.crossref.org/webDeposit/
Enter data into form
Form generates XML and sends it to the system
DOI is deposited (or not, be sure to check your submission log)

Web Deposit Form
at: http://www.crossref.org/webDeposit/
Accepts deposits for:
journals and articles
books and book chapters
conference proceedings and conference papers
reports.

CrossRef system public interface:
http://doi.crossref.org

Querying for outbound links
Public interfaces:
SimpleText Query
Guest Query
http://doi.crossref.org
Machine interfaces:
HTTP POST or GET
OpenURL
OAI-PMH (for CMS subscribers)

SimpleText Query form
http://www.crossref.org/SimpleTextQuery

Guest Query form
http://www.crossref.org/guestquery
Bibliographic metadata search
Author / title search
Formatted reference parsing
DOI-to-metadata Query
Build an XML Query

Machine interface: HTTP POST or GET
Get
http://doi.crossref.org/servlet/query?usr=<USR>&pwd=<PWD>&qdata= |%20Natl%20Acad.%20Sci.%20USA|Zhou|94|24|13215|1997|||
%0A|.%20Biol.|Hagerman|260|||1996|||
POST /servlet/query?usr=secret&pwd=passwerd&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
====
Post
XML
Query help:
http://www.crossref.org/help/CrossRef_Help_CSH.htm#04_Queries_and_retrieving/CrossRef%20Data%20Formats.htm

Next – add outbound links to references

Outbound linking with http://dx.doi.org/

New guidelines
http://www.crossref.org/02publishers/doi_display_guidelines.html
Ghosh, M.K., M.L. Harter. 2003. A viral mechanism for remodeling chromatin structure in G0 cells. Mol. Cell. 12:255–260, http://dx.doi.org/10.1016/S1097-2765(03)00225-9
Ghosh, M.K., M.L. Harter. 2003. A viral mechanism for remodeling chromatin structure in G0 cells. Mol. Cell. 12:255–260, http://doi.org/bm6
Ghosh, M.K., M.L. Harter. 2003. A viral mechanism for remodeling chromatin structure in G0 cells. Mol. Cell. 12:255–260 http://dx.doi.org/10.1016/S1097-2765(03)00225-9
Ghosh, M.K., M.L. Harter. 2003. A viral mechanism for remodeling chromatin structure in G0 cells. Mol. Cell. 12:255–260
Ghosh, M.K., M.L. Harter. 2003. A viral mechanism for remodeling chromatin structure in G0 cells. Mol. Cell. 12:255–260, CrossRef.
Ghosh, M.K., M.L. Harter. 2003. A viral mechanism for remodeling chromatin structure in G0 cells. Mol. Cell. 12:255–260, Article.

Maintaining DOIs and Metadata
URL updateH:email=pfeeney@crossref.org;fromPrefix=10.5555;toPrefix=10.555510.5555/doi1 http://www.yoururl.com/journal/art110.5555/doi2 http://www.yoururl.com/journal/art210.5555/doi2 http://www.yoururl.com/journal/art12
Updating metadata
To make changes to your metadata, resubmit your entire deposit
There is no charge for updating your DOIs – we
encourage you to update them as often as needed.

Maintaining Journal Titles
Title and ISSN combinations are determined by the publisher.
A valid ISSN is required for all journal titles
The title / ISSN combination in your deposit must match the title / ISSN combination in our system.
If a title changes, a new ISSN is required
Journals should be deposited under the original title
Title list: http://www.crossref.org/titleList/

Reports
Recurring or static reports:
Resolution Report
Deposit Report
Missing Metadata Report
Status Report
Go-live report
Title list
As-needed reports:
Conflict
DOI Error Report
Schematron Report
Coming soon:
New system reports!

Resolution Report

Depositor Report
oror

Deposit report detail

Missing Metadata report

Status Report

Go-live report

Conflict reports

compiled from reports submitted by end users
emailed nightly to technical contact
DOI Error report
Reasons for DOI Error:
a DOI was been published but not deposited
the published DOI does not match the deposited DOI
a DOI was deposited but does not resolve to the correct item
the end user misinterpreted or mistyped a DOI (i.e. confusing 1 for l or 0 for O)

Schematron report
Schematron reports notify depositors of non-fatal deposit issues
35-40 emails sent out weekly
Alerts are generated for < 1% of deposits
Tend to identify ‘messy’ deposits
Rules updated periodically

Schematron Warnings
Jr. in surname:
AraújoJr
Prata Jr.
Szezech Jr.
Punctuation in surname:
(Earven) Tribble
Frederick (Frikkie) J.
Arch Marin march@ub.edu
Plauchu********
Other rules:
‘ed’ ‘iss’ ‘vol’ in edition, issue, volume elements
Publication year exceeds current year by >2
Surname / title all upper case

Powered by iThenticate
Services
Cited-by linking
Metadata feeds to third parties
Plagiarism screening
Version verification

http://labs.crossref.org/
Plugins for Moveable Type and Wordpress
Experimental search interfaces
PDF tools
DOI QR code generator

Where to find help:
Help documentation: http://www.crossref.org/help
CrossRef support: email support@crossref.org or visit http://support.crossref.org
Webinars: http://www.crossref.org/01company/webinars.html
Staying up to date:
Announcements forum: http://support.crossref.org/forums/147622-announcements
subscribe via RSS or email
CrossRef Quarterly: CrossRef newsletter
Annual Meetings and Workshops: more info

Questions?
Patricia Feeney pfeeney@crossref.org
Technical support: support@crossref.org
Membership support: info@crossref.org

Introduction to CrossRef for Publishers

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