Resources for Small Publishers (2011 CrossRef Workshops)


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  • Good morning my name is Anna Tolwinska and I’m the Assistant Marketing Manager at CrossRef. Publishers without large technical departments may find depositing, querying and linking a little daunting. This presentation will take you on a quick tour of the variety of easy-to-use tools available at CrossRef, that may help smaller publishers to assign DOIs and query for DOIs.
  • Small publishers have unique needs. Staff members have to wear many hats (one of them being a CrossRef expert), sometimes while facing multiple looming deadlines, and this may evoke a variety of complex emotions. If you have ever felt this way, don’t despair.
  • CrossRef has a variety of tools to help you.
  • Today I will go over the tools currently available and update you on what we have in the works. Our tools include:The CrossRef Web Deposit form,the Simple Text Query form and the Guest Query form I have added the urls here, but please don’t worry about taking them down as we will distribute the slides after the meeting.
  • This is where the links to The Guest Query form, the Web deposit form, and the Simple Text Query form can be found on the CrossRef homepage.
  • First let me start with the Web deposit form, as most members start with assigning DOIs to their publications.We have one main Public interface for depositing, the web deposit form: enter your DOI and other metadata field by field into the form. XML will be generated for you and sent to the CrossRef system.
  • This is only suitable for low volume deposits for obvious reasons – someone needs to enter all of the metadata into the form. It’s a good option if you publish infrequently or only publish a small number of articles at a time. It’s also handy if you need to update a single DOI and don’t want to redo an entire deposit. The web deposit form accepts deposits for journals and articles, books and book chapters, conference proceedings and conference papers, and reports.1. Enter your metadata field by field into the form, and XML will be generated for you and sent to the system. You first enter basic title-level metadata – for journals, that’s title, ISSN, volume, issue, date – and any title or issue-level DOIs you want to create. Title level DOIs for journals are recommended.2. Next, enter item-level metadata, so for example, for a journal you’d enter article title, authors, and page numbers and publication date. Please enter all available metadata, including all authors – it’s easy to just enter one, but entering all increases the chance that members, users, and subscribers will be able to find your DOIs.3. Last step: submit. There’s a tick box for ‘send XML’ which is selected by default – we recommend that you leave this selected.After you hit the ‘submit’ button, an XML file is sent to the system for deposit. Submitting the form doesn’t mean your DOIs have been deposited, it just means they’ve been submitted. When the deposit has been processed, you’ll get an emailed submission log. We also send you a second email containing the XML from your deposit – it can come in handy if you discover errors in your deposit and need to update your metadata –you can edit the XML instead of re-entering everything into the form. Please note that You can also upload single NLM files to this interface
  • CrossRef is not all about depositing DOIs, it is also about querying for DOIs.Publishers should query CrossRef to retrieve DOI matches for outbound linking: meaning you need to search our database for DOI matches for your journal articles. Outbound linking is required for recent journal articles but we encourage publishers to link references for back issues and other content types as well, since it strengthens the linking network for everyone.Public interfaces: STQ and Guest Query Form – again, suitable only for low volume querying. The STQ form basically breaks your citations into XML , then submits the XML to our system as a query.TheGuest Query form is used to query on a field by field basis.
  • Your list will be returned to you with any DOI matches. Sometimes you may not get a match – the article may not have a DOI assigned, you may also need to check your formatting or use the guest query to search on another metadata field to make sure that there really is a DOI assigned.
  •  We also have a ‘guest query’ form which provides a number of single-DOI searches. It’s not a tool you’d want to use for bulk querying, but it’s an excellent resource for testing out queries. It’s a good practice to query for your own DOIs, just to make sure they are discoverable. 1. The GQ has a ‘bibliographic metadata search’, which allows you to enter fielded metadata into the form  2. There’s also an author/title search, which can be useful if you don’t have full article metadata 3.Next, there’s a formatted reference parser, you can enter a single reference here – for multiple references you’ll need to use the STQ 4. There is a DOI-to-metadata query, you enter a DOI and get back the metadata  5. You’re also able to submit an XML query – this is quite handy for troubleshooting and testing, we’ve got several options for controlling query execution so it’s pretty easy to just cut and paste a query into the box and edit it on the fly.
  • Those are the available tools in a nutshell. We will be updating the interfaces to give them a sharper more spruced up look. Please look for those in the future.
  • One of our more recent developments – the CrossRef PDF tool is another great “small publisher” tool that we’re developing. It’s coming soon and will be initially posted to the CrossRef Labs page. It will allow you to extract references from PDFs for the purposes of outbound linking without having to query separately for those references. Geoffrey Bilder and Karl Ward will give an update on this upcoming tool.
  • You may also contact one our authorized CrossRef Service Providers.They may be able to assist you with depositing, querying and hosting. If you are interested please refer to our affiliate page.
  • If you have any technical questions about the tools I discussed here please contact CrossRef Support and for membership related questions please contact
  • Thank you for your time. We will now take questions.
  • Resources for Small Publishers (2011 CrossRef Workshops)

    1. 1. Resources for Small PublishersOr How To Survive CrossRef Without A Large Technical Department
    2. 2. We have tools
    3. 3. AgendaCrossRef Web Deposit Form: Simple Text Query: Guest Query: updates and new tools
    4. 4. Web deposit form bDeposit/ 1. Enter data into form 2. Form generates XML and sends it to the system 3. DOI is deposited (orPublic interface not, be sure to check your submission log)
    5. 5. Web Deposit Format: deposits for: journals and articles books and book chapters conference proceedings and conference papers reports.
    6. 6. Querying for outbound linksPublic interfaces:Simple Text Query Query
    7. 7. SimpleText Query form
    8. 8. Guest Query form  Bibliographic metadata search  Author / title search  Formatted reference parsing  DOI-to-metadata Query  Build an XML Query
    9. 9. Updates to the interfaces
    10. 10. New and noteworthy:CrossRef PDF Tool
    12. 12. Questions?CrossRef support: email or visithttp://support.crossref.orgMembership support:
    13. 13. Thank You Anna Tolwinska