Introduction to CrossRef Technical Basics Webinar 031815

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Patricia Feeney

Product Support Manager

Intro to CrossRef

Technical Basics

I. Depositing DOIs and metadata

II. Looking up DOIs

III. Maintaining DOIs and metadata

DOI = Digital Object Identifier

Uniquely identifies a digital object

Solves link rot (broken links)

http://dx.doi.org/ + DOI = persistent URL

http://dx.doi.org/10.1155/2013/72753

9

CrossRef DOIs

Uniquely identifies a digital object

and the publisher maintained

version of an item

Solves link rot (broken links)

Citation (and other) metadata

Used for outbound linking

72,758,926 DOIs

Type # titles #DOIs % of total

Journals 37,790 55,803,106 77%

Books 591,567 9,107,608 13%

Proceedings 42,688 3,939,377 5%

Components* 1,803,163 2%

* figures, tables, supplemental materials

Also: Standards, Working Papers, Dissertations, Datasets

CrossRef Status Page

Basic citation metadata:

author (s), journal title, article title, volume, issue,

publication date, book title, chapter title, page

numbers, article IDs, internal identifiers, ISSN,

ISBN…

Optional (but recommended):

Funding information, ORCIDs, references (to

support cited-by linking), CrossMark metadata,

text and data mining license information

SchemaMetadata deposit schema:

crossref4.3.6.xsd

crossref4.3.5.xsd

crossref4.3.4.xsd

crossref4.3.3.xsd

crossref4.3.2.xsd

crossref4.3.1.xsd

crossref4.3.0.xsd

More info: schema

recommended

supported (for now)

Resource schema:

doiresources4.3.6.xsd (not implemented)

doiresources4.3.5.xsd recommended

doiresources4.3.4.xsd OK

doiresources4.3.3.xsd OK

doiresources4.3.2.xsd OK

doiresources4.3.0.xsd OK

Query input schema: crossref_query_input2.0.xsd

More info: schema

<?xml version="1.0" encoding="UTF-8"?>

<doi_batch version="4.3.4"

xsi:schemaLocation="http://www.crossref.org/schema/4.3.

4

http://www.crossref.org/schema/deposit/crossref4.3.4.xs

d" xmlns="http://www.crossref.org/schema/4.3.4"

xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">

<head>

<doi_batch_id>123456</doi_batch_id>

<timestamp>2015011511345682</timestamp>

<depositor>

<depositor_name>Sample Master</depositor_name>

<email_address>support@crossref.org</email_address>

</depositor>

<registrant>CrossRef</registrant>

</head>

Deposit XML

<journal_metadata>

<full_title>American Journal of Meetings</full_title>

<abbrev_title>Am J Meet</abbrev_title>

<issn media_type='print'>4445-6767</issn>

</journal_metadata>

<journal_issue>

<publication_date media_type='print'>

<month>5</month>

<day>5</day>

<year>2001</year>

</publication_date>

<journal_volume>

<volume>33</volume>

</journal_volume>

<issue>1</issue>

</journal_issue>

Journal metadata

<journal_article publication_type='full_text’>

<titles> <title>Lets have a meeting</title></titles>

<contributors>

<person_name sequence='first' contributor_role='author'>

<given_name>Bob</given_name>

<surname>Surname</surname>

</person_name>

<publication_date media_type='print'>

<month>5</month> <day>9</day> <year>2001</year>

</publication_date>

<pages>

<first_page>100</first_page><last_page>200</last_page>

</pages>

<doi_data>

<doi>10.50505/test_200704082300</doi>

<resource>http://www.crossref.org/sampleurl</resource>

</doi_data>

Article metadata

<pages>

<first_page>335</first_page>

<last_page>375</last_page>

</pages>

<fr:program name="fundref">

<fr:assertion name="funder_name">IMA Funder

<fr:assertion

name="funder_identifier">http://dx.doi.org/10.13039/xxxxxxxxxx<

/fr:assertion>

</fr:assertion>

<fr:assertion name="award_number">HPC-227</fr:assertion

</fr:program>

<doi_data>

<doi>10.1007/s100970100032</doi>

<resource>http://www.newurl.org/1234356677777</resource>

</doi_data>

<doi_data>

<doi>10.1007/s100970100032</doi>

<resource>http://www.newurl.org/1234356677777</resource>

</doi_data>

<citation_list>

<citation key="key-10.9876/S0003695199034166-1">

<issn>0027-8424</issn>

<journal_title>Proc. Natl. Acad. Sci. U.S.A.</journal_title>

<author>West</author>

<volume>98</volume>

<issue>20</issue>

<first_page>11024</first_page>

<cYear>2001</cYear>

</citation>

<citation key="key-10.9876/S0003695199034166-2">

<unstructured_citation>Hungate, B. A., &amp; Hampton, H. M.

(2012). Ecosystem services: Valuing ecosystems for climate.

Nature Climate Change, 2(3), 151-152.</unstructured_citation>

</citation>

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submission

Deposit interfaces

The vast majority of

transactions are made via

a machine interface

Public interface:

Web deposit form:http://www.crossref.org/webDeposit/

System interface:http://doi.crossref.org

HTTPS

More info: Deposit Basics

curl:

curl -F 'operation=doQueryUpload' -F 'login_id=USERNAME' -F

'login_passwd=PASSWORD' -F 'fname=@FILENAME' https://

doi.crossref.org/servlet/deposit.

HTTPS:

POST

http://doi.crossref.org/servlet/deposit?operation=doMDUpload&login_id=US

ER&login_passwd=PSWD&area=live HTTP/1.1

Accept: image/gif, image/x-xbitmap, image/jpeg, image/pjpeg, */*

Accept-Language: en-us Content-Type: multipart/form-data; boundary=-----

----------------------7d22911b10028e

User-Agent: Mozilla/4.0 (compatible; MSIE 6.0; Windows NT 5.1; Q312461)

Host: Myhost

Content-length: 1304 Pragma: no-cache -----------------------------

7d22911b10028e

Content-Disposition: form-data; name="fname";

filename="crossref_sample.xml"

<?xml version="1.0" encoding="UTF-8"?>

<doi_batch version="4.3.0" xmlns="http://www.crossref.org/schema/4.3.0"

xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"

xsi:schemaLocation="http://www.crossref.org/schema/4.3.0

http://www.crossref.org/schemas/crossref4.3.0.xsd">

<head>

Submission queue

More info: Submission queue

<?xml version="1.0" encoding="UTF-8"?>

<doi_batch_diagnostic status="completed" sp="cr6.crossref.org">

<submission_id>426240380</submission_id>

<batch_id>12009_DOIs_unreg_2007-09-21</batch_id> <record_diagnostic status="Success">

<doi>10.1385/AO:38:1:8</doi>

<msg>Success</msg>

</record_diagnostic>

<record_diagnostic status="Failure" msg_id="22">

<doi>all doi's of the current journal element</doi>

<msg>ISSN "15304086" has already been assigned to a different title/publisher/genre</msg>

</record_diagnostic>

<record_diagnostic status="Warning">

<doi>10.3386/w11255</doi>

<msg>Added with conflict</msg>

<conflict_id>354709</conflict_id>

<dois_in_conflict>

<doi>10.1596/1813-9450-3622</doi>

</dois_in_conflict>

</record_diagnostic>

<batch_data>

<record_count>3</record_count>

<success_count>1</success_count>

<warning_count>1</warning_count>

<failure_count>1</failure_count>

</batch_data>

</doi_batch_diagnostic>

<batch_data>

<record_count>3</record_count>

<success_count>1</success_count>

<warning_count>1</warning_count>

<failure_count>1</failure_count>

</batch_data>

Submissio

n report

More info: tracking submissions

Deposit failures

XML errors (files do not parse)

System errors

Warnings

Test system: http://test.crossref.org

More info: Interpreting submission logs

Thanks!

Where

is my

DOI?

Researcher

Publisher who did not review

their submission log

CMS subscriber

Member querying for

outbound links

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submission

Submissio

n report

CrossRef

System

Outbound Reference Linking

Outbound linking

DOI guidelineshttp://www.crossref.org/02publishers/doi_display_guidelines.html

Ghosh, M.K., M.L. Harter. 2003. A viral mechanism for remodeling chromatin

structure in G0 cells. Mol. Cell. 12:255–260, http://dx.doi.org/10.1016/S1097-

2765(03)00225-9

Ghosh, M.K., M.L. Harter. 2003. A viral mechanism for remodeling chromatin

structure in G0 cells. Mol. Cell. 12:255–260, http://doi.org/bm6

Ghosh, M.K., M.L. Harter. 2003. A viral mechanism for remodeling chromatin

structure in G0 cells. Mol. Cell. 12:255–260 http://dx.doi.org/10.1016/S1097-

2765(03)00225-9

Ghosh, M.K., M.L. Harter. 2003. A viral mechanism for remodeling chromatin

structure in G0 cells. Mol. Cell. 12:255–260

Ghosh, M.K., M.L. Harter. 2003. A viral mechanism for remodeling chromatin

structure in G0 cells. Mol. Cell. 12:255–260, CrossRef.

Ghosh, M.K., M.L. Harter. 2003. A viral mechanism for remodeling chromatin

structure in G0 cells. Mol. Cell. 12:255–260, Article.

Public interfaces:

SimpleText Query

CrossRef Metadata Search

http://doi.crossref.org

Machine interfaces:

HTTPS POST or GET

OpenURL

OAI-PMH (for CMS subscribers)

api.crossref.org (for searching)

More info: How Querying Works

Query and search interfaces

SimpleText Query

DOI match!

DOI match!

CrossRef Metadata Search

<query key="CR3>

<journal_title>Antiquity</journal_title>

<author>Anderson</author>

<volume>87</volume>

<issue>337</issue>

<first_page>879</first_page>

<year>2013</year>

</query>

Query xml

<query key="CR3" enable-multiple-hits="false" forward-

match="true” secondary-query="author-title">

<journal_title>Antiquity</journal_title>

<author search-all-authors="true">Anderson</author>

<volume>87</volume>

<issue>337</issue>

<first_page>879</first_page>

<year>2013</year>

</query>

More info: XML querying

Query controls

Author/title query<query enable-multiple-hits="false" key="key1">

<article_title match="fuzzy">Concluding

remarks</article_title>

<author search-all-authors="true">Somiari</author>

</query>

<query key="q1" enable-multiple-hits="true">

<unstructured_citation>Hungate, B. A., &amp; Hampton,

H. M. (2012). Ecosystem services: Valuing ecosystems for

climate. Nature Climate Change, 2(3), 151-

152.</unstructured_citation>

</query>

Unstructured citations

http://doi.crossref.org/servlet/query?usr=<USERNAME>&pw

d=<PASSWORD>&qdata=<?xml version="1.0"?><query_batch

version="2.0"

xsi:schemaLocation="http://www.crossref.org/qschema/2.0

http://www.crossref.org/qschema/crossref_query_input2.0

.xsd" xmlns="http://www.crossref.org/qschema/2.0"

xmlns:xsi="http://www.w3.org/2001/XMLSchema-

instance"><head><email_address>support@crossref.org</em

ail_address><doi_batch_id>ABC_123_fff</doi_batch_id>

</head> <body> <query key="1178517" enable-multiple-

hits="false" forward-match="false"><issn

match="optional">15360075</issn><journal_title

match="exact">American Journal of

Bioethics</journal_title><author match="fuzzy" search-

all-authors="false">Agich</author><volume

match="fuzzy">1</volume><issue>1</issue><first_page>50<

/first_page><year>2001</year><article_title>The

Salience of Narrative for

Bioethics</article_title></query></body></query_batch>

15265161,15360075|American Journal of

Bioethics|Agich|1|1|50|2001|full_text|1178517|10.1162/1

52651601750079104

metadata

Update and maintaining metadata

URL update

H:email=pfeeney@crossref.org;fromPrefix=10.5555;toPrefix=10.5555

10.5555/doi1 http://www.yoururl.com/journal/art1

10.5555/doi2 http://www.yoururl.com/journal/art2

10.5555/doi2 http://www.yoururl.com/journal/art12

There is no charge for updating your DOIs – we

encourage you to update them as often as needed.

Updating metadata

To make changes to your metadata, resubmit your entire deposit.

article metadata

Components

As-crawled

URLs

Multiple

Resolution

CrossMark FundRef AccessIndicator

s

Citations

URL

Add or update:

URLs (manual)

Multiple Resolution URLs

As-crawled URLs

Citations

CrossMark

FundRef

AccessIndicators

Relationships

Components**uses metadata deposit schema

More info: Resource deposits

CSV upload

Maintaining Journal Titles

Title and ISSN combinations are determined by the publisher.

A valid ISSN is required for all journal titles

The title / ISSN combination in your deposit must match the title / ISSN

combination in our system.

If a title changes, a new ISSN is required

Journals should be deposited under the original title

Title list: http://www.crossref.org/titleList/

Do not create new DOIs if DOIs already exist!

A DOI prefix indicates who created the DOI, not who owns the DOI

It’s just a way to make sure DOIs are unique across registrants

When you acquire a title, you’ll probably acquire existing DOIs.

Acquired DOIs should be redirected to your content

Title transfer policies: http://help.crossref.org/#ID5855

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

Reports!

The overall resolution failure rate for all publishers is 4.1896%

and your failure rate is 6.0445%.

‘Bad’ DOIs

compiled from reports submitted by end users

emailed nightly to technical contact

DOI Error report (emailed nightly as needed)

Reasons for DOI Error:

a DOI has been published but not deposited

the published DOI does not match the deposited DOI

the end user misinterpreted or mistyped a DOI (i.e.

confusing 1 for l or 0 for O)

Conflict report

Why are conflicts bad?

Only one DOI should be assigned per item

Queries will return multiple DOIs, causing confusion

Some queries (OpenURL) may not return a DOI if multiple results

are present

Conflicts between two DOIs often result in one of the DOIs being

neglected

Conflict reports (in Members Area)

More info: Conflict Report

Where to find help:

Help documentation: http://help.crossref.org

CrossRef support: email support@crossref.org or visit http://support.crossref.org

Webinars: http://www.crossref.org/01company/webinars.html

Staying up to date:

Twitter: crossrefsupport

Announcements forum: subscribe via RSS or email

CrossRef Labs: new and experimental tools and initiatives

Questions?

Technical support: support@crossref.org

Membership support: info@crossref.org