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Slide1 : The Ins and Outs of CrossRef May 19, 2000 Ed Pentz Executive Director CrossRef


Reference Linking : Reference Linking Next frontier in journal publishing End user access to logically related articles in one or two clicks Linking allows body of primary literature as group of logically associated articles Researchers want and expect everything to link Links = Added Value No Links = Decreased Value


Why CrossRef? : Why CrossRef? Current Linking Between Secondary and Primary Within online systems (HighWire) Linking Agreements Bilateral - Secondary to Primary Define terms of linking 'no surprises'


Why CrossRef? : Why CrossRef? 1/2(N)(N-1) problem 2-party agreements not scaleable too many publishers too many linking schemes Result - Cooperation among publishers CrossRef makes broad-based linking manageable


CrossRef Goals : CrossRef Goals Enable Reference Linking initial focus on primary article to primary article links (one or two clicks) Broad-Based, Not-for-profit initiative All scholarly publishing Distributed/Virtual Aggregation minimal metadata not a Aandamp;I database to search


The CrossRef Process : The CrossRef Process Publishers deposit article metadata (including DOIs) in CrossRef database Publishers submit references from articles to CrossRef to lookup DOIs Publishers use DOIs to create reference links in their online journals User clicks on reference links and goes to other Publisher’s site


WORKFLOW FOR REFERENCE LINKING : WORKFLOW FOR REFERENCE LINKING 3. Journal production systems export articles with DOIs 2. DOI Lookup: a Journal production system requests a DOI based on citation metadata 1. Journal production systems export metadata to MDDB as new articles are published 4. Users may request and retrieve articles via DOI resolution system CrossRef MDDB Publisher Online Journal System Publisher Production System


Reference Linking Infrastructure : Reference Linking Infrastructure Article identifiers Resolution system(s) Technical Infrastructure software andamp; services (Meta) Data Rules Business Rules


Article Identifier : Article Identifier Digital Object Identifier (DOI) just the number unique, persistent, managed by IDF identifies Intellectual Property, not a location (URLs) NISO standard 10.1006/jmbi.1999.2736 http://dx.doi.org/10.1006/jmbi.1999.2736 Prefix Suffix


Slide10 : Online Journal 1 End User DOI Directory (Handle System) Online Journal 2 4. User Gets Cited Article DOI Resolution - IDF System


DOI Lookup - CrossRef System : DOI Lookup - CrossRef System DOI-X Prototype (AAP/IDF/CNRI) - www.dlib.org Reference linking prototype Metadata Data Rules/XML DTD Metadata Database (MDDB) Reference Resolver (RR) Academic Press/Wiley DOI Lookup/Matching


Metadata Deposit : Metadata Deposit Publishers submit article metadata Journal Title, ISSN/Coden,Volume, Issue, First Page, First Author, Year - mandatory Article Title is optional XML-based DTD (DOI-X) Formal grammar Supplementary 'data rules' Journal articles today Other genres to follow


DOI Lookup : DOI Lookup Publishers submit references to Reference Resolver (RR) References tagged in SGML/XML Minimum Data Abbreviated title, volume, first page - possibly first author and year Send Batches of References RR - intelligent 'link agent'


Current Status : Current Status 1.3 Million articles from 2228 journals Elsevier, Academic Press, Wiley, Springer, Blackwell Science, Nature 3 million articles by end of year: IEEE, U Chicago Press, Kluwer Academic, Taylor andamp; Francis, AIP, AMS, etc 0.5-1 million new articles per year Live reference links by beginning of May


Business Rules/Governance : Business Rules/Governance CrossRef Membership Primary scholarly publishers Deposit metadata/Add links to references Provide full bibliographic citation for incoming DOI links many publishers will give free abstracts information on acquiring article (pay online, document delivery, subscription) CrossRef guarantees links


Organization : Organization Publishers International Linking Association (PILA) non-members can use system Association with International DOI Foundation Board of Directors AAAS (Science),Academic Press (Harcourt), AIP, ACM, Blackwell Science, Elsevier Science, IEEE, Kluwer, Nature, OUP, Springer, Wiley


Members : Members AAAS (Science) Academic Press (Harcourt) ALPSP American Geophysical Union American Institute of Physics American Mathematical Society American Physical Society American Psychological Assoc ACM Annual Reviews Blackwell Science CAB International Cambridge University Press Elsevier Science IEE IEEE Institute of Physics Kluwer Academic Marcel Dekker Mary Ann Liebert Nature Oxford University Press Portland Press The Royal Society Royal Society of Chemistry Springer Taylor andamp; Francis Thieme Verlag University of Chicago Press John Wiley andamp; Sons World Scientific


CrossRef Fees : CrossRef Fees Member Fee Annual Administrative Fee Deposit Fee Lookup Fee Principles cost recovery flexibility no charges to end users to follow links


Fees : Fees Primary Publisher Annual Member Fee 1 title, max 500 articles per year $200 2-5 titles, max 2,500 articles per yr $500 6-20 titles, max 10,000 articles per yr $750 21-100 titles, max 50,000 articles per yr $1,000 andgt;100 titles or andgt;50,000 articles per yr $2,000 Non-Member Annual Administrative Fee Secondary, database andlt;100,000 records/yr $2,000 Secondary, database andgt;100,000 records/yr $5,000 Agents $5,000 Non-resellers (e.g., libraries) $300


Fees : Fees Deposit Fee for Primary Material Current Year -- full text $0.60 Back File (deposit after 10/1/2000) $0.10 Back File (prior to 10/1/2000) $0.05


Fees : Fees Member Retrieval Fee (for successful match) Current File $0.10 Back File $0.05 Non-Member Retrieval Fee (for successful match) Secondaries andamp; Agents, Current $0.10 Secondaries andamp; Agents, Back File $0.05 Non-reseller (libraries) $0.05


Future Developments : Future Developments Multiple Resolution one DOI = one URL is starting point multiple locations and multiple files Appropriate Copy Issue Collaboration DLF/IDF/CNRI/CrossRef, libraries, publishers Interoperability Metadata is 'system neutral'


Slide23 : Publisher Copy Local Copy Aggregator Copy Aandamp;I Record


Contact Details : Contact Details www.crossref.org Ed Pentz - epentz@crossref.org