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Society for Scholarly Publishing
                      May 28, 2003




Linking Implementation

          Chuck Koscher
      Director Of Technology




Chuck Koscher - CrossRef                       1
Linking Implementation


                Agenda


   Refresher on DOIs and CrossRef

    CrossRef Statistics (how its going)

    New Linking Services

    OpenURL and DOIs/CrossRef




    Chuck Koscher - CrossRef              2
Refresher on DOIs and CrossRef

 A Digital Object Identifier (DOI), is a unique string created to
identify a piece of intellectual property in an online environment.





    CrossRef currently accepts DOIs that identify:
            Journal articles
            Books and chapters of books (or any granularity)
            Conference Proceedings

   Guidelines are being finalized for assigning DOIs at the journal level



                    Chuck Koscher - CrossRef                                 3
Refresher on DOIs and CrossRef
              What the DOI does.
                  Provides truly persistent hyper links to the identified entities
                           Makes linking more reliable
                   Enables locating the entity through the CrossRef database
                           Makes linking more accessible




HTTP://dx.doi.org/10.1016/S0040-4039(01)80789-9




                                 Chuck Koscher - CrossRef                            4
Refresher on DOIs and CrossRef
         How the DOI & CrossRef Work
                            HTTP://dx.doi.org/10.1016/S0040-4039(01)80789-9


                             Constant address       DOI used to ‘lookup’
                              of the Resolver        the entity’s URL

Publisher of the             1
 target entity                                         1.   Deposit article meta-data to
                                                            CrossRef with the DOI & URL
                                  2                    2.   Query CrossRef for the DOI
    Publisher of the
                                                            using meta-data
    referring entity
                                                       3.   Present the referring article to
3         Referrer
                                                            the user with reference links
                        4                    5              active as DOIs
          Source
                                 User
                                                       4.   The user clicks on a link
                                                       5.   Their browser sends the link to
                                                            the DOI Resolver
                     Referent
                     Service
                                                       6.   The Resolver finds the URL and
                      Target            6                   re-directs the user to the target
                                                            document

                                 Chuck Koscher - CrossRef                                       5
Refresher on DOIs and CrossRef
   How Publishers use CrossRef
1.      Deposit the metadata for their articles in an XML file
        (Journal / Authors / Article Title / Volume / Issue /Page / Year)
2.      Parse their articles and extract the elements of each reference then query
        CrossRef to find the DOIs
3.      Make the reference link active by using http://dx.doi.org/<some-DOI>
           May cache the DOIs for later use
           Retrieve the DOIs as needed

   How Libraries use CrossRef
       Directly query CrossRef
        (CERN is placing doi.crossref.org/resolve?<an-OpenURL in their links)
       Through local link servers to ‘reverse lookup’ the metadata for a DOI

   How the public uses CrossRef
       Indirectly every time they follow a DOI (CrossRef) enabled link
       Find DOIs using the free lookup form at www.crossref.org


                   Chuck Koscher - CrossRef                                          6
The DOI Community



                              CERN



…and more !!
               …and more !!
                                     …and more !!

                       • Gateway to the DOI world

                      • Develops and maintains
                        the DOI standard
                      • Develops and maintains the
                        Handle system upon which
                        the DOI executes

 Chuck Koscher - CrossRef                           7
CrossRef Statistics

   7,849,013 DOIs in the database
   209 member publishers, 86 libraries, 30 affiliates
   Over 7900 Journal Titles

     3,500,000                                                                              300

     3,000,000                                                                              250

     2,500,000                                                                              200

     2,000,000                                                                              150

     1,500,000                                                                              100

     1,000,000                                                                              50

       500,000                                                                              0

            0                                                                               -50
             Jan- Mar- May- Jul- Sep- Nov- Jan- Mar- May- Jul- Sep- Nov- Jan- Mar-
              01   01   01   01   01   01   02   02   02   02   02   02   03   03

             DOI Resolutions   CrossRef Matches   Number Of Prefixes   Number Of Prefixes



                     Chuck Koscher - CrossRef                                                     8
New Linking Services




  
      Free DOI Queries
  
      Parameter Passing
  
      Forward Linking
  
      Ambiguous Results




Chuck Koscher - CrossRef        9
Free DOI Queries
 Annual fee for libraries has been dropped immediately
 Lookup fee will be eliminated as of Jan 04




              Chuck Koscher - CrossRef                    10
Parameter Passing
         Allows the link source to pass information through the DOI
          resolver to the link target (very cool!)
         Based on OpenURL 1.0


                    Source

HTTP://dx.doi.org/10.1038/123?rfr_dat=cr_pub=EBSCO
   HTTP://dx.doi.org/10.1038/123?from=EBSCO


          With Out Parameter Passing
                Parameter Passing and
           With Parameter Passing                    Registered URL
             a standard vocabulary
                                            HTTP://www.nature.com/articles?id=123



                    Target

   HTTP://www.nature.com/articles?id=123
HTTP://www.nature.com/articles?rft_dat=id=123&rfr_dat=cr_pub=EBSCO
HTTP://www.nature.com/articles?rft_dat=id=123&from=EBSCO



                       Chuck Koscher - CrossRef                                     11
Forward Linking




Chuck Koscher - CrossRef   12
Forward Linking
   CrossRef forward linking will …
      − Allow members to retrieve the DOI and extended
        meta-data for the articles that cite a given article
      − Utilize the same types of interfaces used with the
        current service (deposit and query)
      − Be built easily on top of existing member commitments
        Couple meta-data deposits with DOI queries so we can
        identify a reference’s source document.

   CrossRef forward linking is still under development …
     − Indications are very encouraging, final approval
       expected in Q3
     − Fees and policies are TBD, but…
           … we expect forward linking to be part of the core
           CrossRef service

                 Chuck Koscher - CrossRef                       13
Ambiguous Results
                             (and other enhancements)

   When more than one DOI is found for a meta-data query
    − This happens when the query has a limited number of terms
      or
      when the publisher’s meta-data is incomplete
      or
      when two or more articles have the same metadata
    − Currently CrossRef returns no data
    − For editorial environments return multiple hits and let the
      user decide
   Other changes being implemented this year
    − Enhanced query results (identify how a fuzzy match was performed)
    − Forward matching (alerts that tell when a prior failed query now
      matches because an article was deposited)
    − Free Text queries, cut & paste the reference



                 Chuck Koscher - CrossRef                                 14
OpenURL and DOIs/CrossRef

      The OpenURL is “a mechanism for the representation and
      transportation of specific packages of metadata and identifiers.”

     The DOI and CrossRef are waypoints in the transport


         CrossRef helps solve the appropriate copy problem by
          providing a ‘reverse’ DOI lookup (DOI in / meta-data out)

http://doi.crossref.org/servlet/query?id=10.1006/jmbi.2000.4282&pid=<USR>:<PWD>

         CrossRef offers an OpenURL 1.0 compliant resolver

  http://doi.crossref.org/resolve?pid=<USR>:<PWD>&aulast=Maas LRM
  &title= JOURNAL OF PHYSICAL OCEANOGRAPHY&volume=32&issue=3
  &spage=870&date=2002

              (This resolver will redirect you to the target document)
                        Chuck Koscher - CrossRef                             15

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113 sem 3_c-koscher

  • 1. Society for Scholarly Publishing May 28, 2003 Linking Implementation Chuck Koscher Director Of Technology Chuck Koscher - CrossRef 1
  • 2. Linking Implementation Agenda  Refresher on DOIs and CrossRef  CrossRef Statistics (how its going)  New Linking Services  OpenURL and DOIs/CrossRef Chuck Koscher - CrossRef 2
  • 3. Refresher on DOIs and CrossRef  A Digital Object Identifier (DOI), is a unique string created to identify a piece of intellectual property in an online environment.  CrossRef currently accepts DOIs that identify:  Journal articles  Books and chapters of books (or any granularity)  Conference Proceedings  Guidelines are being finalized for assigning DOIs at the journal level Chuck Koscher - CrossRef 3
  • 4. Refresher on DOIs and CrossRef  What the DOI does. Provides truly persistent hyper links to the identified entities Makes linking more reliable Enables locating the entity through the CrossRef database Makes linking more accessible HTTP://dx.doi.org/10.1016/S0040-4039(01)80789-9 Chuck Koscher - CrossRef 4
  • 5. Refresher on DOIs and CrossRef  How the DOI & CrossRef Work HTTP://dx.doi.org/10.1016/S0040-4039(01)80789-9 Constant address DOI used to ‘lookup’ of the Resolver the entity’s URL Publisher of the 1 target entity 1. Deposit article meta-data to CrossRef with the DOI & URL 2 2. Query CrossRef for the DOI Publisher of the using meta-data referring entity 3. Present the referring article to 3 Referrer the user with reference links 4 5 active as DOIs Source User 4. The user clicks on a link 5. Their browser sends the link to the DOI Resolver Referent Service 6. The Resolver finds the URL and Target 6 re-directs the user to the target document Chuck Koscher - CrossRef 5
  • 6. Refresher on DOIs and CrossRef  How Publishers use CrossRef 1. Deposit the metadata for their articles in an XML file (Journal / Authors / Article Title / Volume / Issue /Page / Year) 2. Parse their articles and extract the elements of each reference then query CrossRef to find the DOIs 3. Make the reference link active by using http://dx.doi.org/<some-DOI>  May cache the DOIs for later use  Retrieve the DOIs as needed  How Libraries use CrossRef  Directly query CrossRef (CERN is placing doi.crossref.org/resolve?<an-OpenURL in their links)  Through local link servers to ‘reverse lookup’ the metadata for a DOI  How the public uses CrossRef  Indirectly every time they follow a DOI (CrossRef) enabled link  Find DOIs using the free lookup form at www.crossref.org Chuck Koscher - CrossRef 6
  • 7. The DOI Community CERN …and more !! …and more !! …and more !! • Gateway to the DOI world • Develops and maintains the DOI standard • Develops and maintains the Handle system upon which the DOI executes Chuck Koscher - CrossRef 7
  • 8. CrossRef Statistics  7,849,013 DOIs in the database  209 member publishers, 86 libraries, 30 affiliates  Over 7900 Journal Titles 3,500,000 300 3,000,000 250 2,500,000 200 2,000,000 150 1,500,000 100 1,000,000 50 500,000 0 0 -50 Jan- Mar- May- Jul- Sep- Nov- Jan- Mar- May- Jul- Sep- Nov- Jan- Mar- 01 01 01 01 01 01 02 02 02 02 02 02 03 03 DOI Resolutions CrossRef Matches Number Of Prefixes Number Of Prefixes Chuck Koscher - CrossRef 8
  • 9. New Linking Services  Free DOI Queries  Parameter Passing  Forward Linking  Ambiguous Results Chuck Koscher - CrossRef 9
  • 10. Free DOI Queries  Annual fee for libraries has been dropped immediately  Lookup fee will be eliminated as of Jan 04 Chuck Koscher - CrossRef 10
  • 11. Parameter Passing  Allows the link source to pass information through the DOI resolver to the link target (very cool!)  Based on OpenURL 1.0 Source HTTP://dx.doi.org/10.1038/123?rfr_dat=cr_pub=EBSCO HTTP://dx.doi.org/10.1038/123?from=EBSCO With Out Parameter Passing Parameter Passing and With Parameter Passing Registered URL a standard vocabulary HTTP://www.nature.com/articles?id=123 Target HTTP://www.nature.com/articles?id=123 HTTP://www.nature.com/articles?rft_dat=id=123&rfr_dat=cr_pub=EBSCO HTTP://www.nature.com/articles?rft_dat=id=123&from=EBSCO Chuck Koscher - CrossRef 11
  • 13. Forward Linking  CrossRef forward linking will … − Allow members to retrieve the DOI and extended meta-data for the articles that cite a given article − Utilize the same types of interfaces used with the current service (deposit and query) − Be built easily on top of existing member commitments Couple meta-data deposits with DOI queries so we can identify a reference’s source document.  CrossRef forward linking is still under development … − Indications are very encouraging, final approval expected in Q3 − Fees and policies are TBD, but… … we expect forward linking to be part of the core CrossRef service Chuck Koscher - CrossRef 13
  • 14. Ambiguous Results (and other enhancements)  When more than one DOI is found for a meta-data query − This happens when the query has a limited number of terms or when the publisher’s meta-data is incomplete or when two or more articles have the same metadata − Currently CrossRef returns no data − For editorial environments return multiple hits and let the user decide  Other changes being implemented this year − Enhanced query results (identify how a fuzzy match was performed) − Forward matching (alerts that tell when a prior failed query now matches because an article was deposited) − Free Text queries, cut & paste the reference Chuck Koscher - CrossRef 14
  • 15. OpenURL and DOIs/CrossRef The OpenURL is “a mechanism for the representation and transportation of specific packages of metadata and identifiers.” The DOI and CrossRef are waypoints in the transport  CrossRef helps solve the appropriate copy problem by providing a ‘reverse’ DOI lookup (DOI in / meta-data out) http://doi.crossref.org/servlet/query?id=10.1006/jmbi.2000.4282&pid=<USR>:<PWD>  CrossRef offers an OpenURL 1.0 compliant resolver http://doi.crossref.org/resolve?pid=<USR>:<PWD>&aulast=Maas LRM &title= JOURNAL OF PHYSICAL OCEANOGRAPHY&volume=32&issue=3 &spage=870&date=2002 (This resolver will redirect you to the target document) Chuck Koscher - CrossRef 15