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, theNational Library of Medicine, ORCID and Ringgold, which are putting forth ideas tostandardize data and data exchange throughout scholarly publishing. This sessionwill discuss new initiatives that address such challenges as easily identifying fundingsources, managing author disambiguation, managing institution disambiguation, andstandardization of information exchange. Who Should Attend: Managing Editor/Publisher, Copy Editor/Production Editor, Editorin- Chief Standardizing Data and Data Exchange in Scholarly Publishing

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. A not-for-profit trade association of
global scholarly publishers

3. CrossRef Has 1950 Members,
Representing 4627 Publishers

4. 5
Members Come from 81 Countries

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. Now we have 90 affiliates and 2045 libraries
Our Community Includes
Affiliates and Libraries

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. We have two offices:
Lynnfield, MA and Oxford, UK

9. CrossRef has 25 Employees

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. 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. Improving scholarly
communication through
community collaboration
6-Word Mission

14. • 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

15. http://xkcd.com/285/!

16. 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.

17. • author (s)
• journal title
• article title
• volume
• issue
• publication
date
• ISSN
• page numbers
• article IDs
• internal identifiers
• URL
• DOI
Sample CrossRef
Bibliographic Metadata

18. Additional CrossRef
Metadata
• ORCID
• CrossMark
ü Updates (related CrossRef DOIs)
ü Publication record information
• Text and Data Mining Data
• NISO Open Access Identifier

20. PDF!
HTML!

21. NISO OA Metadata &
Indicators
• 2 simple tags:
ü “free_to_read”
ü “license_ref”
• Embargo periods supported

22. Additional Metadata for
• 3 simple tags:
ü funder_name
ü funder_identifier
ü award_number

23. A standard way of reporting funding
sources for published scholarly research
Launched May 2013

24. For Further Reading
http://fundref.crossref.org/docs/funder_kpi_metadata_best_practice.html

25. The Funding Attribution
Problem

29. <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>

30. <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>

33. ! 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?

34. ! National Institutes of Health
! NIH? N.I.H.? National Institute of Health?
! Abbreviations, misspellings, translations...

35. The Solution

36. 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

37. FundRef Pilot Brought Together
Publishers and Funders

38. The FundRef Registry is a
Taxonomy of 6100 Funder Names
www.crossref.org/fundref/fundref_registry.html

39. ! 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

40. FundRef
Registry
Publisher
Submission System
Grant Number
Funder
Production
Systems
CrossRef
Database &
Query APIs
Funders
Researchers
Institutions
Publishers
SHARE!

41. DOI
Funding
Source
Award
Number

42. Submission Workflow
1. Collect funding data from authors on submission using
FundRef Registry taxonomy

43. Workflow Issues1. Collect funding data from authors on submission using
FundRef Registry taxonomy
http://www.crossref.org/fundref

44. Implementation
Widget - http://labs.crossref.org

45. Submission System
Grant Number
Funder
Production
Systems
Implementation2. Pass funding data from submission system to production
systems
Publisher
Editorial
Check

47. http://labs.crossref.org

48. Workflow3. Deposit FundRef data with CrossRef
CrossMark participants should deposit
FundRef data within CrossMark
deposits
CrossMark participation
recommended for standard display
funding information

49. Workflow
3. Deposit funding data with CrossRef

51. Look up Funding Data
http://search.crossref.org/fundref

52. Search for Funder

53. Results

54. Search by Other Metadata

55. Search by Grant Number

56. Search by CrossRef DOI

57. Search by ORCID

58. 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

59. • 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?

60. 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

61. Publishers: sign up now!
FundRef Terms & Conditions:
www.crossref.org/fundref
No fees for FundRef deposits

62. • 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?

63. FundRef

64. • 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

65. www.crossref.org/fundref
cmeyer@crossref.org
Thank you!