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Maintaining
your
metadata Patricia Feeney

Product Support Manager

@crossrefSupport
<metadata type=“bibliographic”>
author names, ORCIDs, affiliations, article titles,
ISSN, ISBN, pages, issue #, volume #s, dates,
identifiers
<metadata type=“very-important”>
reference lists, funding data, license data,
clinical trial numbers, errata, retractions,
updates and more through our Crossmark
service, JATS-formatted abstracts,
relationships between items, ‘free to read’ flags
for open content, archive info…
Complete metadata record
author names, ORCIDs, affiliations, article titles,
ISSN, ISBN, pages, issue #, volume #s, dates,
identifiers, reference lists, funding data, license
data, clinical trial numbers, errata, retractions,
updates and more through our Crossmark
service, JATS-formatted abstracts,
relationships between items
Adding to, updating
and correcting
Bibliographic metadata
Must be submitted as a metadata record registration:

• Citation metadata (author, titles, dates, ISSN/ISBN,
volume, issue, DOI) 

• ORCID

• Abstracts
Add metadata (via resource deposits)
• Reference deposits

• As-crawled URLs (used for Similarity Check)

• Multiple Resolution secondary URLs

• Components (supplemental material records)

• Funding metadata

• Crossmark data

• Text and data mining license relationships

• Relationships

https://support.crossref.org/hc/en-us/articles/214002366
Updates to metadata
Resubmit your record!
- must include all metadata in the section you are updating

Update URL only
- resubmit your record (bibliographic metadata only)

or

- send us a list of DOIs and URLs and we’ll update them for you
Remove metadata
Bibliographic metadata: nope, sorry

Resource metadata - must be explicit:
<crossmark/>

<fr:program name=”fundref”/>

<citation_list/>
Timing updates
< 5,000 updates: ok

> 5,000 updates: still OK, may take a few hours

> 50,000 updates: may take a day or so 

> 100,000 updates: coordinate with Crossref or
prepare for delays
only 10,000 files per user allowed in our queue
Mirror mirror on
the wall
who has the best
metadata of all?Evaluating your
metadata
Viewing your metadata
Crossref Metadata Search 

http://search.crossref.org
http://api.crossref.org

View metadata for your prefix (JSON):

http://api.crossref.org/prefixes/10.1256/works

View a single metadata record:

http://api.crossref.org/works/10.1002/14651858.CD004692.pub3
REST API
Total # of DOIs:

http://api.crossref.org/prefixes/
10.xxxx/works?rows=0
REST API
# of records with funder IDs:

http://api.crossref.org/prefixes/10.xxxx/works?filter=has-funder-
doi:true&rows=0

# of records with funder ID and/or name:

http://api.crossref.org/prefixes/10.xxxx/works?filter=has-
funder:true&facet=publisher-name:*&rows=0

# of records with award number:

http://api.crossref.org/prefixes/10.xxxx/works?filter=has-
award:true&rows=0
# of records with Crossmark data:

http://api.crossref.org/prefixes/10.xxxx/works?filter=has-update-
policy:true&rows=0

# of records with license URLs:

http://api.crossref.org/prefixes/10.1111/works?
filter=license.version:tdm&rows=0

# of records with at least one ORCID:

http://api.crossref.org/prefixes/10.1111/works?filter=has-
orcid:true&rows=0
XML API
View your XML by DOI:

https://doi.crossref.org/search/doi?
pid=username:password&format=unixsd&doi=10.1037/a0029223

Caveat: can see deposited references if you use your login (or have
opted to make your references public)

Deposit Harvester
OAI-PMH harvester of your own data (all data included)
Reports
• Schematron report: emailed weekly, identifies some ‘messy’
metadata

• Field (‘missing metadata’) report: lists unpopulated
bibliographic metadata fields

• Title list: volume, issue, publication year

• Conflict report: identifies records with identical metadata

• Resolution report: lists DOIs that have been resolved but not
registered

• Emails from Crossref <— very important
Schematron warnings
Suffix in surname:
Butters Jr.

Prata III

Szezech Sr.

Punctuation in surname:
Maura (Gee) Geraldine

Frederick (Frikkie) J.

Arch Marin march@ub.edu

Peng*

TINA (A.C.)

Other rules:
text in edition, volume, issue
elements:

• ed 1

• iss 5

• vol 4 

Surname / title all upper
case

Page number contains ‘_’
Coming soon:
Participation reports
Want to add your input?
Contact support@crossref.org to help
us beta test!
Need help?
http://support.crossref.org 

or support@crossref.org
Resources
• Crossref metadata and schema documentation: https://support.crossref.org/
hc/en-us/categories/201744683

• Resource deposits: https://support.crossref.org/hc/en-us/articles/214002366

• Updating metadata: https://support.crossref.org/hc/en-us/articles/213022486

• Metadata Search: http://search.crossref.org

• Metadata API: http://api.crossref.org

• XML API: https://support.crossref.org/hc/en-us/articles/213420726

• Reports: https://support.crossref.org/hc/en-us/sections/202832743

• Support: http://support.crossref.org or support@crossref.org

• Ian Calvert talk from Live 16: https://www.youtube.com/watch?v=vEvvb70TfiE
Questions?
support@crossref.org
@CrossrefSupport

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Maintaining your metadata

  • 1. Maintaining your metadata Patricia Feeney Product Support Manager @crossrefSupport
  • 2. <metadata type=“bibliographic”> author names, ORCIDs, affiliations, article titles, ISSN, ISBN, pages, issue #, volume #s, dates, identifiers
  • 3. <metadata type=“very-important”> reference lists, funding data, license data, clinical trial numbers, errata, retractions, updates and more through our Crossmark service, JATS-formatted abstracts, relationships between items, ‘free to read’ flags for open content, archive info…
  • 4. Complete metadata record author names, ORCIDs, affiliations, article titles, ISSN, ISBN, pages, issue #, volume #s, dates, identifiers, reference lists, funding data, license data, clinical trial numbers, errata, retractions, updates and more through our Crossmark service, JATS-formatted abstracts, relationships between items
  • 6. Bibliographic metadata Must be submitted as a metadata record registration: • Citation metadata (author, titles, dates, ISSN/ISBN, volume, issue, DOI) • ORCID • Abstracts
  • 7. Add metadata (via resource deposits) • Reference deposits • As-crawled URLs (used for Similarity Check) • Multiple Resolution secondary URLs • Components (supplemental material records) • Funding metadata • Crossmark data • Text and data mining license relationships • Relationships https://support.crossref.org/hc/en-us/articles/214002366
  • 8. Updates to metadata Resubmit your record! - must include all metadata in the section you are updating Update URL only - resubmit your record (bibliographic metadata only) or - send us a list of DOIs and URLs and we’ll update them for you
  • 9. Remove metadata Bibliographic metadata: nope, sorry Resource metadata - must be explicit: <crossmark/> <fr:program name=”fundref”/> <citation_list/>
  • 10. Timing updates < 5,000 updates: ok > 5,000 updates: still OK, may take a few hours > 50,000 updates: may take a day or so > 100,000 updates: coordinate with Crossref or prepare for delays only 10,000 files per user allowed in our queue
  • 11. Mirror mirror on the wall who has the best metadata of all?Evaluating your metadata
  • 12. Viewing your metadata Crossref Metadata Search http://search.crossref.org
  • 13. http://api.crossref.org View metadata for your prefix (JSON): http://api.crossref.org/prefixes/10.1256/works View a single metadata record: http://api.crossref.org/works/10.1002/14651858.CD004692.pub3 REST API
  • 14.
  • 15. Total # of DOIs: http://api.crossref.org/prefixes/ 10.xxxx/works?rows=0 REST API
  • 16. # of records with funder IDs: http://api.crossref.org/prefixes/10.xxxx/works?filter=has-funder- doi:true&rows=0 # of records with funder ID and/or name: http://api.crossref.org/prefixes/10.xxxx/works?filter=has- funder:true&facet=publisher-name:*&rows=0 # of records with award number: http://api.crossref.org/prefixes/10.xxxx/works?filter=has- award:true&rows=0
  • 17. # of records with Crossmark data: http://api.crossref.org/prefixes/10.xxxx/works?filter=has-update- policy:true&rows=0 # of records with license URLs: http://api.crossref.org/prefixes/10.1111/works? filter=license.version:tdm&rows=0 # of records with at least one ORCID: http://api.crossref.org/prefixes/10.1111/works?filter=has- orcid:true&rows=0
  • 18. XML API View your XML by DOI: https://doi.crossref.org/search/doi? pid=username:password&format=unixsd&doi=10.1037/a0029223 Caveat: can see deposited references if you use your login (or have opted to make your references public) Deposit Harvester OAI-PMH harvester of your own data (all data included)
  • 19.
  • 20. Reports • Schematron report: emailed weekly, identifies some ‘messy’ metadata • Field (‘missing metadata’) report: lists unpopulated bibliographic metadata fields • Title list: volume, issue, publication year • Conflict report: identifies records with identical metadata • Resolution report: lists DOIs that have been resolved but not registered • Emails from Crossref <— very important
  • 21. Schematron warnings Suffix in surname: Butters Jr. Prata III Szezech Sr. Punctuation in surname: Maura (Gee) Geraldine Frederick (Frikkie) J. Arch Marin march@ub.edu Peng* TINA (A.C.) Other rules: text in edition, volume, issue elements: • ed 1 • iss 5 • vol 4 Surname / title all upper case Page number contains ‘_’
  • 23.
  • 24.
  • 25. Want to add your input? Contact support@crossref.org to help us beta test!
  • 27. Resources • Crossref metadata and schema documentation: https://support.crossref.org/ hc/en-us/categories/201744683 • Resource deposits: https://support.crossref.org/hc/en-us/articles/214002366 • Updating metadata: https://support.crossref.org/hc/en-us/articles/213022486 • Metadata Search: http://search.crossref.org • Metadata API: http://api.crossref.org • XML API: https://support.crossref.org/hc/en-us/articles/213420726 • Reports: https://support.crossref.org/hc/en-us/sections/202832743 • Support: http://support.crossref.org or support@crossref.org • Ian Calvert talk from Live 16: https://www.youtube.com/watch?v=vEvvb70TfiE