Introduction to CrossRef 
Patricia Feeney 
Product Support Manager 
September 17, 2014
Why do publishers join? 
 To get persistent identifiers for their content 
 To drive more traffic to their content 
 To...
DOI = Digital Object Identifier 
 Uniquely identifies a digital object 
 Solves link rot (broken links)
http://dx.doi.org/ + DOI = persistent URL 
http://dx.doi.org/10.1155/2013/72753 
9
DOIs 
69,311,247 10.1016/j.lwt.2008.02.010 10.3113/FAI.2008.0185 10.1037/07357028.38.4.338.supp 10.1016/j.diabet.2007.11.0...
International DOI Foundation (IDF): 
oversees the central DOI system, promote 
DOI as a standard, and provides an 
organiz...
Registration agencies 
European Union Office of Publications 
TIB (Technische Informationsbibliotek) 
R.R. Bowker 
Nielsen...
Broken links are a problem
Deposit DOIs and metadata 
Basic citation metadata: 
author (s), journal title, article title, volume, issue, 
publication...
http://dx.doi.org/10.1006/jmbi.1995.0238 
http://dx.doi.org/ 
Prefix: 
 Assigned to members 
 Format is 10.XXXX (or 
10....
Keep it simple: 
10.5664/sleep.1000 
10.3183/NPPRJ-1986-01-03-p004-013 
10.3103/S0005105507050032 
10.4260/BJFT20094508 
1...
<?xml version="1.0" encoding="UTF-8"?> 
… 
<timestamp>200706181120</timestamp> 
… 
<journal> 
<journal_metadata> 
<full_ti...
<journal_article publication_type='full_text'> 
<titles> <title>Lets have a meeting</title></titles> 
<contributors> 
<per...
xxxxxxxxxxxxxxxx 
xxxxxxxxxxxxxxxx 
xxxxxxxxxxxxxxxx 
xxxxxxxxxxxxxxxx 
xxxxxxxxxxxxxxxx 
submission 
xxxxxxxxxxxxxxxx 
xx...
<?xml version="1.0" encoding="UTF-8"?> 
<doi_batch_diagnostic status="completed" sp="cr6.crossref.org"> 
<submission_id>42...
Thanks! 
Where 
is my 
DOI? 
Researcher 
Publisher who did not review 
their submission log 
CMS subscriber 
Member queryi...
Deposit interfaces 
The vast majority of 
transactions are made via a 
machine interface 
Public interface: 
Web deposit f...
Web deposit
Publishing and displaying DOIs 
Do not publicize DOIs until links are live 
Include CrossRef DOIs on response pages 
(requ...
Display DOIs 
Response page must include: 
 bibliographic information about the item 
 means to access full text 
 the ...
Outbound Reference Linking
DOI guidelines 
http://www.crossref.org/02publishers/doi_display_guidelines.html 
Ghosh, M.K., M.L. Harter. 2003. A viral ...
Public interfaces: 
SimpleText Query 
CrossRef Metadata Search 
http://doi.crossref.org 
Machine interfaces: 
HTTP POST or...
SimpleText Query 
DOI match! 
DOI match!
CrossRef Metadata Search
Resolve all conflicts 
Conflicts occur when two (or more) DOIs share the 
same metadata, suggesting two DOIs are assigned ...
Why are conflicts bad? 
 Only one DOI should be assigned per item 
 Queries will return multiple DOIs, causing confusion...
Update metadata and URLs 
URL update 
H:email=pfeeney@crossref.org;fromPrefix=10.5555;toPrefix=10.5555 
10.5555/doi1 http:...
Maintaining Journal Titles 
 Title and ISSN combinations are determined by the publisher. 
 A valid ISSN is required for...
Recurring reports: 
 Resolution Report (email) 
As-needed reports: 
 Conflict 
 DOI Error Report (email) 
 Schematron ...
Resolution Report (emailed monthly) 
More info: Resolution Report
DOI Error report (emailed nightly as 
needed) 
 compiled from reports submitted by end users 
 emailed nightly to techni...
Make plans for long-term archiving 
CLOCKSS: http://clockss.org 
Portico: http://www.portico.org 
Koninklijke Bibliotheek ...
Pay bills and keep in touch 
Billing: 
 Annual membership feel billed annually, sent out in 
December 
 Deposit fees bil...
Where to find help: 
 Help documentation: http://help.crossref.org 
 CrossRef support: email support@crossref.org or vis...
Questions? 
Technical support: support@crossref.org 
Membership support: info@crossref.org
Introduction to CrossRef Webinar
Introduction to CrossRef Webinar
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Introduction to CrossRef Webinar

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This presentation was updated on September 17, 2014.

This is an Introduction to CrossRef. What it does, who its for, how it works. Includes definitions of Digital Object Identifiers, description of the CrossRef organization, gives examples of reference linking, discusses the responsibilities and benefits of membership

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  • This presentation has been updated. For a more recent version of this webinar geared for publishers, please see this presentation: http://tinyurl.com/y8kyhvl

    For a recent version geared for librarians, please see this presentation: http://tinyurl.com/yckcbvw
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  • After you’ve retrieved your reference DOIs, you need to include them in the reference lists on your website. The DOI links can be represented in a few different ways, here’s one example – the ‘Article’ links are DOI links.
  •  
  • Introduction to CrossRef Webinar

    1. 1. Introduction to CrossRef Patricia Feeney Product Support Manager September 17, 2014
    2. 2. 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)
    3. 3. DOI = Digital Object Identifier  Uniquely identifies a digital object  Solves link rot (broken links)
    4. 4. http://dx.doi.org/ + DOI = persistent URL http://dx.doi.org/10.1155/2013/72753 9
    5. 5. DOIs 69,311,247 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.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 10.1016/10.1109/ISBI.2007.356995 Type 10.1007/3-540-48311-X 10.1016/# titles S0168-583X(97)00553-#DOIs 3 10.1029/2007GL090712 % 10.1016/of total j.biombioe.2008.02.002 10.1038/10.1111/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 Journals 10.1016/j.biocon.2007.12.030 35,841 10.1016/j.eurpsy.2007.11.005 53,957,109 10.3390/molecules130100 78% 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.1399-6576.2007.01461.10.1021/la7032753 Books 10.1111/j.1432-0436.2007.00257.551,134 x 10.1109/QSIC.2007.4385520 8,598,275 10.1016/j.nimb.2008.03.025 12% 10.1016/j.nimb.2008.03.028 10.1016/10.1017/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.Proceedings 2008.01.002 10.1111/j.1365-2044.2007.05262.40,663 x 10.1016/j.3,745,918 seares.2008.02.004 10.1016/j.5% 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 10.1016/10.1016/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.1365-2621.2006.01425.10.1080/87565640701376151 Components* 10.1016/j.jcpa.2007.11.004 10.1016/j.jala.2007.12.008 1,660,833 10.1016/j.smallrumres.2% 2007.12.023 10.1016/j.eja.2008.01.006 10.1002/(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.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 * figures, 10.1016/tables, j.mpdhp.2007.12.003 supplemental 10.1038 10.1016/materials 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 10.1109/10.1016/j.ejmech.2008.02.027 Also: 10.1016/Standards, j.still.2008.01.009 10.1890/Working 060162 10.1016/Papers, j.epsr.2007.11.002 Dissertations, 10.2514/1.27866 Datasets 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 10.1111/j.1365-2524.2007.00722.CrossRef x 10.1016/Status j.molcata.2008.03.002 Page 10.1016/j.cag.2005.05.010. 10.1109/ICNSC.2007.372901 10.1111/j.1525-142X.2007.00195.10.1007/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 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/
    6. 6. 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.
    7. 7. Registration agencies European Union Office of Publications TIB (Technische Informationsbibliotek) R.R. Bowker Nielsen Bookdata Copyright Agency Limited (CAL) mEDRA Wanfang Data DataCite
    8. 8. Broken links are a problem
    9. 9. Deposit DOIs and metadata Basic citation metadata: author (s), journal title, article title, volume, issue, publication date, book title, chapter title, page numbers, article IDs, internal identifiers, ISSN, ISBN… Optional (but recommended): Funding information, ORCIDs, references (to support cited-by linking), CrossMark metadata, text and data mining license information
    10. 10. http://dx.doi.org/10.1006/jmbi.1995.0238 http://dx.doi.org/ Prefix:  Assigned to members  Format is 10.XXXX (or 10.XXXXX)  Identifies who initially created the DOI  Prefix does not identify the current owner of the DOI Suffix:  Unique within a prefix – a DOI can only be assigned to one item  Consistent  Logical  Easily documented  Readily implemented  case insensitive DOI directory 10.1006/ DOI prefix jmbi.1995.0238 DOI suffix
    11. 11. 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 "-._;()/”
    12. 12. <?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> <issn media_type='print'>4445-6767</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>
    13. 13. <journal_article publication_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> <publication_date media_type='print'> <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/sampleurl</resource> </doi_data> …
    14. 14. xxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxx submission xxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxx xxxxxxxxxxxxxdoi Submissio n report
    15. 15. <?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> <record_diagnostic status="Warning"> <doi>10.3386/w11255</doi> <msg>Added with conflict</msg> <conflict_id>354709</conflict_id> <dois_in_conflict> <doi>10.1596/1813-9450-3622</doi> </dois_in_conflict> </record_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> </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: Interpreting submission logs Submissio n report
    16. 16. Thanks! Where is my DOI? Researcher Publisher who did not review their submission log CMS subscriber Member querying for outbound links xxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxx submission xxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxx xxxxxxxxxxxxxdoi CrossRef System Submissio n report
    17. 17. Deposit interfaces The vast majority of transactions are made via a machine interface Public interface: Web deposit form: http://www.crossref.org/webDeposit/ System interface: http://doi.crossref.org HTTP More info: Deposit Basics
    18. 18. Web deposit
    19. 19. Publishing and displaying DOIs Do not publicize DOIs until links are live Include CrossRef DOIs on response pages (required), TOCs, abstracts, PDFs, citation downloads, metadata feeds, social network links Display CrossRef DOIs as a URL
    20. 20. Display DOIs Response page must include:  bibliographic information about the item  means to access full text  the DOI
    21. 21. Outbound Reference Linking
    22. 22. DOI 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.
    23. 23. Public interfaces: SimpleText Query CrossRef Metadata Search http://doi.crossref.org Machine interfaces: HTTP POST or GET OpenURL OAI-PMH (for CMS subscribers) More info: How Querying Works
    24. 24. SimpleText Query DOI match! DOI match!
    25. 25. CrossRef Metadata Search
    26. 26. Resolve all conflicts Conflicts occur when two (or more) DOIs share the same metadata, suggesting two DOIs are assigned to a single item.
    27. 27. Why are conflicts bad?  Only one DOI should be assigned per item  Queries will return multiple DOIs, causing confusion  Some queries (OpenURL) may not return a DOI if multiple results are present  Conflicts between two DOIs often result in one of the DOIs being neglected
    28. 28. Update metadata and URLs URL update H:email=pfeeney@crossref.org;fromPrefix=10.5555;toPrefix=10.5555 10.5555/doi1 http://www.yoururl.com/journal/art1 10.5555/doi2 http://www.yoururl.com/journal/art2 10.5555/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.
    29. 29. 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/ Title transfer policies: http://help.crossref.org/#ID5855
    30. 30. Recurring reports:  Resolution Report (email) As-needed reports:  Conflict  DOI Error Report (email)  Schematron Report (email) Always available:  Depositor Report  Status Report  Go-live report  Title list Tools  XML Parser  Test system: http://test.crossref.org  Deposit Harvester Reports!
    31. 31. Resolution Report (emailed monthly) More info: Resolution Report
    32. 32. DOI Error report (emailed nightly as needed)  compiled from reports submitted by end users  emailed nightly to technical contact Reasons for DOI Error:  a DOI has been published but not deposited  the published DOI does not match the deposited DOI  the end user misinterpreted or mistyped a DOI (i.e. confusing 1 for l or 0 for O) More info: DOI Error Report
    33. 33. Make plans for long-term archiving CLOCKSS: http://clockss.org Portico: http://www.portico.org Koninklijke Bibliotheek / National Library of the Netherlands: http://www.kb.nl/
    34. 34. Pay bills and keep in touch Billing:  Annual membership feel billed annually, sent out in December  Deposit fees billed quarterly* ** unless deposit fee total < $1,000, then sent out annually Keep in touch! Send any contact changes to info@crossref.org
    35. 35. Where to find help:  Help documentation: http://help.crossref.org  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  CrossRef Labs: new and experimental tools and initiatives
    36. 36. Questions? Technical support: support@crossref.org Membership support: info@crossref.org
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