This document discusses the proper placement and handling of Crossmark, Fundref, and License Ref elements when depositing and updating XML documents. It notes that: - These elements can only exist in certain places within a deposit, with Crossmark containing any Fundref or License Ref elements. - When updating a document, any existing Crossmark, Fundref, or License Ref elements on file must be preserved or merged with new elements as needed. - Crossmark, Fundref, and License Ref can now be deposited individually, requiring processing of nine possible combinations when handling deposits. - The document outlines the step-by-step flow for accepting, verifying, processing, and properly placing these elements when

1. CrossMark, Fundref and License Ref
Care and feeding of XML
Mike Yalter
Developer

2. Elements can exist in certain places only:
DOI deposit can
contain both
If there is a Crossmark,
both must go inside
If there is a Crossmark,
neither outside!
DOI XML
Doi XML
Fundref
License Ref
* Note: Fundref must come
before License Ref, if it
exists.
CrossMark
CrossMark
Data
Data
Fundref
License Ref
Fundref

3. Crossmark is preserved
Initial deposit:
Doi XML
CrossMark
Data
Doi XML
CrossMark
Data
Fundref
License Ref
Fundref
License Ref
Update deposit
Doi XML
Doi XML
CrossMark
Doi XML
CrossMark
Data
Data
Fundref
License Ref
Fundref
License Ref
Merge!
*Note: No Crossmark
*Note: Crossmark on file preserved

4. Fundref License Ref preserved
Initial deposit:
Doi XML
CrossMark
Data
Doi XML
CrossMark
Data
Fundref
License Ref
Fundref
License Ref
Update deposit
Doi XML
CrossMark
(Empty)
Doi XML
CrossMark
Doi XML
Data
Fundref
License Ref
Fundref
License Ref
Merge!
*Note: Crossmark is
empty (being deleted)
*Note: Fundref and License Ref on file is
taken out of Crossmark and preserved

5. Crossmark deletion cannot occur simultaneously
Crossmark must be deleted in a
Deposit 1:
separate deposit from others.
Doi XML
CrossMark
Doi XML
CrossMark
Deposit 2:
Doi XML
Fundref
(Empty)
(Empty)
(Empty)
License Ref
(Empty)
Fundref
(Empty)
License Ref
(Empty)

6. Elements can now exist inside or outside of Crossmark
Now we cannot simply preserve the “on file” Crossmark.
In each case there may be one of the others already on file.
Crossmark can be deposited alone
Fundref can be deposited alone
License Ref can be deposited alone
So we must account for each possibility
That's 9 possibilities so far.
Those possibilities also include deletion!
That's 9 more (once each, then once again for each other item also existing)

7. Flow of deposit handling
1. Accept deposit
2. Verify timestamp
3. Verify XML and Schema
4. Find all DOIs
5. Process content based on type (Journal, Book, etc)
6. Check for Crossmark or Fundref or License Ref within deposit and on file
7. Check for empty (to delete) elements in deposit
8. Move elements into or out of Crossmark as needed
− Crossmark deposited, other data already on file. Use file data to insert into
Crossmark and replace on file data
− Fundref or License Ref deposited, Crossmark already on file. Take Crossmark on
file and add, remove or replace Fundref of License Ref into it
− Etc...

8. Questions?