Carol Anne Meyer	

CrossRef	

@meyercarol	

ORCID:
0000-0003-2443-2804	

Collaboration Through Interoperability
FundRef an...
A not-for-profit trade association of
global scholarly publishers
CrossRef Has 1950 Members,
Representing 4627 Publishers
5
Members Come from 81 Countries
Linking
Reference Linking	
   Cited-by Linking	
  
Discovery and Delivery
CrossRef Metadata Services	
   Bibliographic Man...
Now we have 90 affiliates and 2045 libraries	

Our Community Includes
Affiliates and Libraries
We generate more than a billion
annual “clicks” to our member
publishers’ sites
0	

275,000,000	

550,000,000	

825,000,00...
We have two offices:
Lynnfield, MA and Oxford, UK
CrossRef has 25 Employees
6!
2!
4!
10!
12!
43!
64!
151!
1612!
>500!
201-500!
101-200!
51-100!
26-50!
10-25!
5-10!
1-5!
<1!
# of Members!
RevenueTier...
Mission
To be a trusted collaborative
organization with broad community
connections; authoritative and
innovative in suppo...
Improving scholarly
communication through
community collaboration
6-Word Mission
•  Protein	
  Data	
  Bank	
  
•  Standards	
  in	
  Genomic	
  Science	
  
•  Organiza.on	
  for	
  Economic	
  Developme...
http://xkcd.com/285/!
Best Editorial Practices to
Increase Data Transparency
1. Ask Authors to store and cite data
2. Assign CrossRef DOIs to su...
•  author (s) 	

•  journal title 	

•  article title 	

•  volume 	

•  issue 	

•  publication
date 	

•  ISSN 	

• page...
Additional CrossRef
Metadata
• ORCID	

• CrossMark	

ü Updates (related CrossRef DOIs)
ü Publication record information
...
PDF!
HTML!
NISO OA Metadata &
Indicators
•  2 simple tags:
ü “free_to_read”
ü “license_ref”
•  Embargo periods supported
Additional Metadata for
•  3 simple tags:
ü funder_name
ü funder_identifier
ü award_number
A standard way of reporting funding
sources for published scholarly research
Launched May 2013
For Further Reading
http://fundref.crossref.org/docs/funder_kpi_metadata_best_practice.html
The Funding Attribution
Problem
<fn fn-type="financial-disclosure">	

<p>This work was supported in part by NIH grant
R01 GM094800B to G.J.J., a gift to Ca...
<body>	

...
<sec>
<title>Funding</title>
<p>This work was supported by the
<grant-sponsor xlink:href="
http://www.grf.org...
!   Funding bodies cannot easily track the published
output of funding
!   Publishers cannot easily report which articles ...
!   National Institutes of Health
!   NIH? N.I.H.? National Institute of Health?
!   Abbreviations, misspellings, translat...
The Solution
Publishers
Relationship with
authors submitting
manuscripts
Established
publishing and
peer-review
systems
Funders
Relatio...
FundRef Pilot Brought Together
Publishers and Funders
The FundRef Registry is a
Taxonomy of 6100 Funder Names
www.crossref.org/fundref/fundref_registry.html
!   6100 funder names and ID numbers from curated
Elsevier SciVal registry, donated to FundRef
!   Hosted by CrossRef, ava...
FundRef	

Registry	

Publisher	

Submission System	

Grant Number	

Funder	

Production	

Systems	

CrossRef	

Database & ...
DOI
Funding
Source
Award
Number
Submission Workflow
1. Collect funding data from authors on submission using
FundRef Registry taxonomy
Workflow Issues1. Collect funding data from authors on submission using
FundRef Registry taxonomy
http://www.crossref.org/...
Implementation
Widget - http://labs.crossref.org
Submission System	

Grant Number	

Funder	

Production	

Systems	

Implementation2. Pass funding data from submission syst...
http://labs.crossref.org
Workflow3. Deposit FundRef data with CrossRef
CrossMark participants should deposit
FundRef data within CrossMark
deposits...
Workflow
3. Deposit funding data with CrossRef
Look up Funding Data
http://search.crossref.org/fundref
Search for Funder
Results
Search by Other Metadata
Search by Grant Number
Search by CrossRef DOI
Search by ORCID
How to Participate
	

1. Encourage researchers to submit FundRef info at manuscript
submission. (Hint: Ask for ORCIDs too!...
•  71,000 + unique documents with FundRef
records
•  75% of the funder names from these
relationships are in the FundRef R...
AAAS
ACSESS
American Chemical Society
American Diabetes Association
American Institute of Physics
American Psychiatric Pub...
Publishers: sign up now!
FundRef Terms & Conditions:
www.crossref.org/fundref
No fees for FundRef deposits
•  CrossRef (with FundRef) provides the social and technology
standards and practices that makes CHORUS and SHARE
possible...
FundRef
•  CrossRef staff participate on the Technical Working Groups
of CHORUS and SHARE
•  CrossRef also has expressed an opennes...
www.crossref.org/fundref
cmeyer@crossref.org
Thank you!
Collaboration Through Interoperability: FundRef and Other Metadata
Collaboration Through Interoperability: FundRef and Other Metadata
Collaboration Through Interoperability: FundRef and Other Metadata
Collaboration Through Interoperability: FundRef and Other Metadata
Collaboration Through Interoperability: FundRef and Other Metadata
Collaboration Through Interoperability: FundRef and Other Metadata
Collaboration Through Interoperability: FundRef and Other Metadata
Collaboration Through Interoperability: FundRef and Other Metadata
Collaboration Through Interoperability: FundRef and Other Metadata
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Collaboration Through Interoperability: FundRef and Other Metadata

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Carol Anne Meyer's presentation at the Council of Science Editors 2014 annual meeting May 5 2014
Session Description: There are several organizations, such as CrossRef, the National Library of Medicine, ORCID and Ringgold, which are putting forth ideas to standardize data and data exchange throughout scholarly publishing. This session will discuss new initiatives that address such challenges as easily identifying funding sources, managing author disambiguation, managing institution disambiguation, and standardization of information exchange.
Who Should Attend: Managing Editor/Publisher, Copy Editor/Production Editor, Editorin-
Chief
Standardizing Data and Data Exchange in Scholarly Publishing

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Collaboration Through Interoperability: FundRef and Other Metadata

  1. 1. Carol Anne Meyer CrossRef @meyercarol ORCID: 0000-0003-2443-2804 Collaboration Through Interoperability FundRef and Other Metadata Council of Science Editors Standardizing Data and Data Exchange in Scholarly Publishing 5 May 2014 http://xkcd.com/927/!
  2. 2. A not-for-profit trade association of global scholarly publishers
  3. 3. CrossRef Has 1950 Members, Representing 4627 Publishers
  4. 4. 5 Members Come from 81 Countries
  5. 5. Linking Reference Linking   Cited-by Linking   Discovery and Delivery CrossRef Metadata Services   Bibliographic Management CrossRef Metadata Search Document Delivery Multiple Resolution Link Resolvers CrossRef APIs Evaluating CrossCheck Article Level Metrics CrossMark PreScore FundRef Collaborating Linked Data Text and Data Mining FundRef NISO OA Indicator Threaded Publications Journal Article Tag Set (JATS) Enables Powered  by  iThen.cate  
  6. 6. Now we have 90 affiliates and 2045 libraries Our Community Includes Affiliates and Libraries
  7. 7. We generate more than a billion annual “clicks” to our member publishers’ sites 0 275,000,000 550,000,000 825,000,000 1,100,000,000 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013
  8. 8. We have two offices: Lynnfield, MA and Oxford, UK
  9. 9. CrossRef has 25 Employees
  10. 10. 6! 2! 4! 10! 12! 43! 64! 151! 1612! >500! 201-500! 101-200! 51-100! 26-50! 10-25! 5-10! 1-5! <1! # of Members! RevenueTiers($million)! The Long Tail of Members
  11. 11. Mission To be a trusted collaborative organization with broad community connections; authoritative and innovative in support of a persistent, sustainable infrastructure for scholarly communication.
  12. 12. Improving scholarly communication through community collaboration 6-Word Mission
  13. 13. •  Protein  Data  Bank   •  Standards  in  Genomic  Science   •  Organiza.on  for  Economic  Development  (OECD)   •  Public  Library  of  Science   •  Interna.onal  Union  of  Crystallography  (IUCR)   More than 1 million data items/figures/ components have CrossRef DOIs
  14. 14. http://xkcd.com/285/!
  15. 15. Best Editorial Practices to Increase Data Transparency 1. Ask Authors to store and cite data 2. Assign CrossRef DOIs to supplementary data 3. Encourage authors to assign DataCite DOIs to their data, and link to articles published using that data via CrossRef DOIs 4. Include journal article (or other publication) bibliographic metadata with data deposits 5. Cite data in publication reference sections using DOIs when available 6. CrossMark participants, link to data in the Publication Record tab.
  16. 16. •  author (s) •  journal title •  article title •  volume •  issue •  publication date •  ISSN • page numbers • article IDs • internal identifiers • URL • DOI Sample CrossRef Bibliographic Metadata
  17. 17. Additional CrossRef Metadata • ORCID • CrossMark ü Updates (related CrossRef DOIs) ü Publication record information • Text and Data Mining Data • NISO Open Access Identifier
  18. 18. PDF! HTML!
  19. 19. NISO OA Metadata & Indicators •  2 simple tags: ü “free_to_read” ü “license_ref” •  Embargo periods supported
  20. 20. Additional Metadata for •  3 simple tags: ü funder_name ü funder_identifier ü award_number
  21. 21. A standard way of reporting funding sources for published scholarly research Launched May 2013
  22. 22. For Further Reading http://fundref.crossref.org/docs/funder_kpi_metadata_best_practice.html
  23. 23. The Funding Attribution Problem
  24. 24. <fn fn-type="financial-disclosure"> <p>This work was supported in part by NIH grant R01 GM094800B to G.J.J., a gift to Caltech from the Gordon and Betty Moore Foundation, and a stipend from the Bayerische Forschungsstiftung to M.P. The funders had no role in study design, data collection and analysis, decision to publish, or preparation of the manuscript.</p> </fn> </fn-group> </back> </article>
  25. 25. <body> ... <sec> <title>Funding</title> <p>This work was supported by the <grant-sponsor xlink:href=" http://www.grf.org" id="GS1">Generic Research Foundation</grant-sponsor>, the <grant-sponsor xlink:href=" http://www.energy.gov" id="GS2">Department of Energy</grant- sponsor> Office of Science grant number <grant-num rid="GS2">DE-FG02- 04ER63803</grant-num>, and the <grant- sponsor xlink:href=" http://www.nih.gov" id="GS3">National Institutes of Health</grant-sponsor>. </p> </sec> </body>
  26. 26. !   Funding bodies cannot easily track the published output of funding !   Publishers cannot easily report which articles result from research supported by specific funders or grants !   Institutions cannot easily link funding received to published output !   Lack of standard metadata for funding sources makes it difficult to analyze or mine the data Why Does This Matter?
  27. 27. !   National Institutes of Health !   NIH? N.I.H.? National Institute of Health? !   Abbreviations, misspellings, translations...
  28. 28. The Solution
  29. 29. Publishers Relationship with authors submitting manuscripts Established publishing and peer-review systems Funders Relationship with researchers funded by agencies Established award systems and research management processes Institutions Funder compliance education Track funding received The Public Authors Want accountability for how contributions/taxes spent Have funding information at submission
  30. 30. FundRef Pilot Brought Together Publishers and Funders
  31. 31. The FundRef Registry is a Taxonomy of 6100 Funder Names www.crossref.org/fundref/fundref_registry.html
  32. 32. !   6100 funder names and ID numbers from curated Elsevier SciVal registry, donated to FundRef !   Hosted by CrossRef, available under CC0 !   Updated and extended monthly— !   Publishers use this list to ensure consistency More on the FundRef Registry www.crossref.org/fundref/fundref_registry.html
  33. 33. FundRef Registry Publisher Submission System Grant Number Funder Production Systems CrossRef Database & Query APIs Funders Researchers Institutions Publishers SHARE!
  34. 34. DOI Funding Source Award Number
  35. 35. Submission Workflow 1. Collect funding data from authors on submission using FundRef Registry taxonomy
  36. 36. Workflow Issues1. Collect funding data from authors on submission using FundRef Registry taxonomy http://www.crossref.org/fundref
  37. 37. Implementation Widget - http://labs.crossref.org
  38. 38. Submission System Grant Number Funder Production Systems Implementation2. Pass funding data from submission system to production systems Publisher Editorial Check
  39. 39. http://labs.crossref.org
  40. 40. Workflow3. Deposit FundRef data with CrossRef CrossMark participants should deposit FundRef data within CrossMark deposits CrossMark participation recommended for standard display funding information
  41. 41. Workflow 3. Deposit funding data with CrossRef
  42. 42. Look up Funding Data http://search.crossref.org/fundref
  43. 43. Search for Funder
  44. 44. Results
  45. 45. Search by Other Metadata
  46. 46. Search by Grant Number
  47. 47. Search by CrossRef DOI
  48. 48. Search by ORCID
  49. 49. How to Participate 1. Encourage researchers to submit FundRef info at manuscript submission. (Hint: Ask for ORCIDs too!) 2. Use FundRef Search, CrossRef Metadata Search & CrossRef APIs to retrieve funding information 3. Provide feedback on the tools 4. Use FundRef Registry for funding analysis 5. Always use CrossRef DOIs and ORCIDs when citing research output
  50. 50. •  71,000 + unique documents with FundRef records •  75% of the funder names from these relationships are in the FundRef Registry So, How Are We Doing?
  51. 51. AAAS ACSESS American Chemical Society American Diabetes Association American Institute of Physics American Psychiatric Publishing American Psychological Association American Physical Society American Society of Neuroradiology Association for Computing Machinery BioMed Central Bioscientifica Copernicus GmBH eLife Sciences Publications Elsevier FapUNIFESP (SciELO) Grupo Comunicar Hindawi Publishing Corporation Institute of Electrical & Electronics Engineers International Union of Crystallography Internet Medical Publishing IOP Publishing Journal of Humanity Journal of Rehabilitation Research & Development Just Medical Media, Ltd. KAMJE Kowsar Medical Institute Landes Bioscience National Library of Serbia Optical Society of America Oxford University Press Royal Society of Chemistry ScienceOpen Spandidos Publications Taylor & Francis The Royal Society Wiley-Blackwell http://www.crossref.org/fundref/fundref_agreement.html These Deposits Come from 11 Publishers of 38 Signed Up
  52. 52. Publishers: sign up now! FundRef Terms & Conditions: www.crossref.org/fundref No fees for FundRef deposits
  53. 53. •  CrossRef (with FundRef) provides the social and technology standards and practices that makes CHORUS and SHARE possible. •  CrossRef DOIs directs interested parties to the correct documents •  CrossRef’s existing metadata database will hold data about ORCID, FundRef, Open Access Indicator, Text and Data mining •  CrossRef’s Application Programming Interfaces (APIs) and search interfaces will serve these new types of data. PS: What Does FundRef Have to Do With CHORUS and SHARE?
  54. 54. FundRef
  55. 55. •  CrossRef staff participate on the Technical Working Groups of CHORUS and SHARE •  CrossRef also has expressed an openness to make its infrastructure available for other public access initiatives •  CrossRef does not do custom development for projects that are specific to that project and not generalizable to the industry. Full Disclosure: CrossRef Plays the Field
  56. 56. www.crossref.org/fundref cmeyer@crossref.org Thank you!

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