116 sem 3_s-cohen


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116 sem 3_s-cohen

  1. 1. Reference Linking:A Primary Publisher Case Study Society for Scholarly Publishing Linking Seminar 28 May 2003 Stephen P. Cohen s.p.cohen@ieee.org IEEE Publications Director, Content Engineering
  2. 2. Institute of Electrical and Electronics Engineers• 380,000 members in 150 countries• 40 Engineering Societies and Technical Councils in electrical engineering & related fields, e.g., – Computer and software engineering – Biomedical engineering• Members are: – Engineers, scientists and researchers working in industry and academia – Undergraduate and graduate students
  3. 3. IEEE Services• Sponsors technical conferences, symposia, and meetings worldwide• Promotes industry standards• Provides a range of educational programs• Publishes nearly 30% of the world’s technical papers in electrical, electronics and computer engineering
  4. 4. IEEE Publishes a Variety of Technical Material• 85 Transactions & Journals• 31 Specialized Magazines• 350 Conference Proceedings Annually• 24 - 30 Books each year• 31 newsletters• IEEE Spectrum• The Institute• Proceedings of the IEEE
  5. 5. IEEE Xplore® - IEEE’s Digital Library• Common platform for IEEE’s institutional subscribers and members• All IEEE Transactions, Journals, Conferences & Standards – Backfiles to 1950 – Nearly 950,000 articles – Over 4,000 publication titles• Discipline specific packages• www.ieee.org/ieeexplore
  6. 6. CrossRef Is Vital to Expanding Access to IEEE Content• Registering IEEE Xplore® content – 200,000 Transactions & Magazine articles – 500,000 Conference articles• Began Transactions deposits in 2001• Began Conference deposits in 2002• Began outbound linking (CrossRef queries) in 2003 – Only for Transactions articles
  7. 7. Preparing to Deposit Content• Assembled a team of area experts• CrossRef- & IEEE-specific documentation• Joined CrossRef Technical Working Group – Founding member of CrossRef• Began assessment of CrossRef meta-data requirements & the state of IEEE meta- data
  8. 8. IEEE Reviews CrossRef Meta-data Requirements• IEEE Xplore® meta-data database had most article info per Cross Ref specs• IEEE had to normalize data – Map special characters to their UNICODE equivalents – Abbreviated titles not part of IEEE database – Add DOI field – IEEE developed scripts to finesse data
  9. 9. Defining the DOI Suffix• Assumed that suffix would be a “dumb” as opposed to an “actionable identifier” – Should be “user friendly”• For expediency DOIs for existing content were assigned at time of CrossRef deposit – Based on IEEE-internal numbering scheme• Articles are now assigned DOIs when they arrive at IEEE for publication
  10. 10. Defining Workflows• Legacy data vs. new data – Diagramed the workflows• Legacy meant writing a script to scan data base and extract article & journal meta-data• New data deposits are triggered by updates to IEEE Xplore® data base – Coordinate with delivery to partners
  11. 11. IEEE Prepares to Query CrossRef Meta-data Database• More complex process• Requires local cache for resolved references – Query charge for every hit – Don’t want to pay twice for same meta-data – Question: How often to refresh cache?• Requires coded references to facilitate extracting data for queries – IEEE journals are all SGML/XML-coded
  12. 12. Richly Coded References are Key• Reference coding must be specific enough to support extracting query values – Distinguish between IEEE and non-IEEE journals; only query for non-IEEE articles• Vendor hired to enrich references from one of IEEE’s content providers• Outbound linking only from Transactions
  13. 13. Reference Validation• Maximizing hit rate for CrossRef MDDB queries depends on – Existence of meta-data in the MDDB – Accurately coded references• Going forward IEEE will validate references at the author proof stage – Query IEEE databases (local cache, etc.) – Authors can be asked to check references that should have resolved but did not
  14. 14. IEEE CrossRef Statistics• Article meta-data deposits (average Jan – April 2003) – Journals: 1618 per month – Conferences: 4055 per month – Total: 5673 per month• Journal article queries (Dec 2002 through March 2003) – Queries submitted: 23,857 – Successful matches: 7,073 – Hit rate ~ 30%
  15. 15. IEEE Uses Parameter Passing For Special Linking Arrangements• IEEE Societies exchange meta-data (including DOIs) with non-IEEE Societies – ACM & IEEE Computer Society agreed to allow member access to each other’s digital libraries• Users who subscribe to both secondary publishers & IEEE Xplore® may link directly (without authentication) to IEEE Xplore subscribed content
  16. 16. What is Parameter Passing?• A common framework defining the syntax for information appended to a URL – Based on OpenURL• To work with DOIs – DOI resolver must recognize parameters & attach to the URL associated with the DOI• Target publisher site must be able to understand & act on parameters
  17. 17. Examples of IEEE Use of Parameter Passing• Problem: IEEE CS DOIs resolve to IEEE Xplore® not CS Digital Library – IEEE (not Computer Society) is copyright holder• Parameters added to the IEEE CS DOIs from ACM tells IEEE Xplore to pass the URL (and parameters) on the the IEEE Computer Science Digital Library
  18. 18. ACM & IEEE Computer Society ACM Digital Library CS article DOI + parameters DOI Directory (IEEE CS meta-data) Xplore URL + parameters IEEE CS Digital Library URL + parametersComputer Society IEEE Xplore® Digital Library
  19. 19. Future Uses of Parameter Passing• Easier to provide partner-specific services on IEEE Xplore® – Automatic authentication• Rapid implementation of bi-lateral linking arrangements – Eliminates the need for custom arrangements on a publisher by publisher basis
  20. 20. Thank YouQuestions, Comments s.p.cohen@ieee.org