#Crossref15 Tech Workshops + Member Meeting Boston, MA | Taj Boston November 17, 2015 Ed Pentz discusses Crossref Best Practice

2. Crossref
Best Practice Ed Pentz
Executive Director

3. Best practice is the
foundation for everything
Crossref does
And the key to Crossref
fulfilling its mission

5. Crossref DOI Display Guidelines
• What is this?…..
•doi:10.1666/09-114.1
• Incorrect way to display a Crossref DOI in any circumstance

6. Crossref DOI Display
Display Crossref DOI as a URL on…
response page
(required)
TOCs, abstracts, PDFs,
citation downloads,
metadata feeds, social
media links
http://www.crossref.org/02publishers/doi_display_guidelines.html

7. Crossref DOI Display
•http://dx.doi.org/10.1666/09-114.1
•http://doi.org/10.1666/09-114.1

13. Take home message
DOI:
doi:

14. Best practice: complete metadata
Basic citation metadata:
• author(s)
• journal title
• article title
• volume
• Issue
• page numbers
• publication date
• book title
• chapter title
Additional metadata for maximum
benefit:
• references
• funder ID and grant number
• authenticated ORCID iDs
• licenses (embargoes)
• full text URL for TDM
• CrossMark metadata
• abstracts

16. Crossref is now….
• Metadata source on compliance with funder mandates -
Crossref has extended the metadata it collects and its APIs
to enable funders, institutions, publishers and researchers to
track compliance with mandates
• Solution to the problem of bi-lateral relationships -
Funders will need to track outputs from thousands of
publishers and publishers need a standard and efficient way
to demonstrate conformance to thousands of funders. All
spanning disciplines, institutions, geographies and
jurisdictions.

17. Crossref has….
• Updated the metadata it collects to be a central source of
standard, authoritative metadata to track outputs of research
- it’s NOT just funding information but also licensing and full
text links and other information
• Updated the Crossref API (http://api.crossref.org/) so that
funders, institutions, publishers and researchers can all use
the same metadata to track a wide range of scholarly content
• This only works if publishers supply the appropriate
metadata and follow the specified metadata deposit
workflows.

18. Update metadata and URLs
• There are no charges for updates
• Acquire a title from another Crossref member?
• DO NOT create new DOIs for existing content

19. Actively manage Crossref interactions
Reports:
Recurring reports:
• Resolution Report (email)
• As-needed reports:
• Conflict
• DOI Error Report (email)
• Schematron Report (email)
Always available:
• Depositor Report
• Status Report
• Go-live report
• Title list
Tools:
• XML Parser
• Test system: http://test.crossref.org
• Deposit Harvester

20. Pay bills
• Annual membership - calendar year - invoice sent in
December for upcoming year
• Quarterly Deposit billing - all deposit activity from previous
quarter
• Send any changes to contact information to
info@crossref.org

21. Where to find help
• Help docs: http://help.crossref.org
• support@crossref.org
• or visit http://support.crossref.org
• Webinars -
• http://www.crossref.org/01company/webinars.html

22. Best practice is the
foundation for everything
Crossref does
And the key to Crossref
fulfilling its mission

23. Thank
you!