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Participation reports webinar October 2020
The October 2020 webinar by CrossRef highlighted the importance of metadata registration for members, emphasizing the need to ensure it is correct, complete, and up-to-date. Members can use participation reports to track their metadata progress and identify gaps. The next steps include regularly checking participation reports, updating missing metadata, and registering additional metadata.
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Participation reports webinar October 2020
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- 2. A place where: ●You can see what metadata you are registering with Crossref ● You can track progress of your metadata ● You’re able to see how you measure up to other members What?
- 3. Crossref members: ● Notalways aware of what metadata they’re sending to Crossref ● Can see what’s missing and can fix the gaps ● Can track progress of their metadata in an easy and user-friendly way Why?
- 4. Who uses Crossref’sMetadata?
- 5. Make sure it’s: Correct Complete Up-to-date Whenregistering metadata in Crossref
- 6. So let’s seehow it works https://www.crossref.org/members/prep/
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- 10. Next Steps 1. Checkyour own participation report https://www.crossref.org/members/prep/ regularly to see how you’re doing. 2. Update missing metadata. 3. Register as much metadata as possible.
- 11. @CrossrefOrg Thanks Anna Tolwinska @atolwinska /annat@crossref.org Shayn Smulyan support@crossref.org Amanda Bartell member@crossref.org
Editor's Notes
- #2 INTRODUCTION Thank you again for joining the Participation Report webinar. My name is Anna Tolwinska and I’m a Member Experience Manager here at Crossref I work as part of the Member and Community Outreach team and it’s my pleasure to talk to you a bit about Participation reports. Today I will show you how you can easily track what metadata you are registering with Crossref, why you should be checking the report regularly, how to interpret them and how to improve your metadata coverage levels. These webinars are run regularly. My colleagues Shayn Smulyan and Amanda Bartell are also on this webinar and will help me with any questions while I’m presenting. Thank you for joining. Before we jump in - I’m going to share a quick poll. Hopefully you should a ll see a box with a question please go ahead and answer it now. POLL All the metadata I collect is automatically sent to Crossref - Y or N or Not Sure I’m going to go ahead and share the results with you. So I’ll talk about this bit a little later on in the webinar but for now ...
- #3 I’ll go ahead and get started now by telling you a bit more about the reports. WHAT? Bullet 1 They are a place where you can check what metadata you are registering with Crossref. They are open and free to use by anyone. Bullet 2 They allow you to track the levels of metadata over time. This is handy of you are using service providers or if you are not directly responsible for registering the metadata yourself. Bullet 3 They allow members to see how they measure up to other members and see where the gaps are so that they can be improved. They are now about a year and a half old. We launched them in the summer of 2018. They are in Beta (or what we like to call Phase 1). We’re hoping to improve them so your feedback is very valuable.
- #4 WHY? So you may be wondering why we developed these reports. Bullet 1 Well they came about mainly because we have been hearing from our members (at conferences, in emails to our support staff and on calls or meetings) that they’re not always sure what metadata they are registering with us. We always assumed that our members know exactly what they’re sending us. So we decided to make it easier for our members and ourselves to see what metadata was being registered. This data has been available for quite some time via our REST API but not everyone knew how to query our API as it's not very user friendly and is more geared at machines so no easy to use interface. Bullet 2 Another reason for the Participation reports was that it made it easier for our members to see what’s missing and to fill in the gaps and update their metadata. How can we expect someone to fix something if they’re not sure that something is actually missing. Bullet 3 And lastly the reports allow our members to track their progress and see if what they have updated is actually being reflected in Crossref. This brings us back to our poll at the beginning of the webinar. You may think you are sending Crossref a lot of metadata but it’s only what’s required and the additional optional metadata is. A good example of this is if the member uses a vendor or a service provider for their Crossref deposits sometimes there is a bit of a disconnect. For example a publisher may use several vendors or service providers. They may send all of their metadata to a vendor 1 and then that sends some of the metadata but not all to another service provider that registers the content with Crossref, in many instances not all the metadata makes it to Crossref because if different formats and requirements for example. So conversations with your vendors are really important. This brings us back to our poll at the beginning of the webinar. You may think you are sending Crossref a lot of metadata but only a portion of it may actually be ending up in Crossref. It’s important to register as much metadata as you can because that metadata makes your content more useful and more discoverable. Let’s now take a look at how that happens.
- #5 METADATA So where does the metadata in Crossref end up? Because Crossref’s metadata is standardized and machine readable it is very useful to many organizations that make your content more discoverable here are a few examples.
- #6 When you are registering your metadata it’s also very important to keep in mind that the metadata is: Correct - no errors, typos etc. Complete - all the fields that you can manage ex. Not just the first author but all of them, publications dates and anything not required as well. Ask your authors for ORCIDs and funding data too. Up-to-date - make sure it’s all up to date and talk to your vendors too as they may not always be aware of what you like them to register or there may be extra costs involved or the vendors may not have that capability at this time. Once you update your metadata you can expect to see it reflected in the Participation Report in about 24 hours. All updates are free of charge.
- #7 OK now let’s see how it works DEMO When you navigate to the main page of the reports www.crossref.org/members/prep you will see a search box. In the search box you can enter your organization’s name like this - I’m going to use ex. Hindawi rich metadata Next click enter and you will end up on this page - this is the main page that displays your report and all of the 10 key elements we think are important in making your content more useful and more discoverable. At the top you will see your organization’s name or the name of the organization you are looking up. You will also see the total number of content items (or DOIs) you have registered with us. Please note that the total changes as you change the date range in the drop down a bit below. If you accidentally selected a different name you can go back to the main search screen by clicking on find a member. You can look up any Crossref member not just your own org. This report is open to the public and anyone can look up any Crossref member. Ok next we move on to the section below. There are a few important items to point out here: Firstly you can select the content type you like to view. It defaults to the main content type that you register but all the other content types like books, book chapters, conference proceedings are also available to select and view in this report. Secondly you can also select the date range you’d like to see. It defaults to current content So we’re looking at journals content type. You can do a couple of things here. First you can change the date range - it defaults to current content which means anything you registered in the current year and two prior years. So because we are in January current year today represents anything registered in 2018, 2019 and 2020. Lastly you can select a specific journal title from the search box in the middle. Just start typing in the name of the journal or select a letter and all of the journals starting with that letter will appear. Each one of the key elements you see here has a percentage next to it. The percentage of content items that include that particular element in their metadata.
- #8 Current content screen shot of member in case live demo doesn’t work or you can use the screenshot to do the demo - you can also select a different member if you like.
- #9 Backfile screenshot
- #10 So I’m going to stop the recording now. Check out your own participation report Identify areas where you are doing well References, ORCIDs etc. POLL 2 Identify areas which you could send more metadata POLL 3