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Carol Anne Meyer CrossRef @meyercarol ORCID: 0000-0003-2443-2804 Collaboration Through Interoperability FundRef and Other Metadata Council of Science Editors Standardizing Data and Data Exchange in Scholarly Publishing 5 May 2013 http://xkcd.com/927/

Collaboration Through Interoperability: FundRef and Other Metadata

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Carol Anne Meyer's presentation at the Council of Science Editors 2014 annual meeting May 5 2014 Session Description: There are several organizations, such as CrossRef, the National Library of Medicine, ORCID and Ringgold, which are putting forth ideas to standardize data and data exchange throughout scholarly publishing. This session will discuss new initiatives that address such challenges as easily identifying funding sources, managing author disambiguation, managing institution disambiguation, and standardization of information exchange. Who Should Attend: Managing Editor/Publisher, Copy Editor/Production Editor, Editorin- Chief Standardizing Data and Data Exchange in Scholarly Publishing

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Carol Anne Meyer CrossRef

@meyercarol ORCID:

0000-0003-2443-2804

Collaboration Through Interoperability FundRef and Other Metadata

Council of Science Editors Standardizing Data and Data Exchange in Scholarly Publishing

5 May 2013

http://xkcd.com/927/!

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A not-for-profit trade association of global scholarly publishers

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CrossRef Has 1950 Members,

Representing 4627 Publishers

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5

Members Come from 81 Countries

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Linking Reference Linking   Cited-by Linking  

Discovery and Delivery CrossRef Metadata Services   Bibliographic Management

CrossRef Metadata Search Document Delivery

Multiple Resolution Link Resolvers

CrossRef APIs

Evaluating CrossCheck Article Level Metrics

CrossMark PreScore

FundRef

Collaborating Linked Data Text and Data Mining

FundRef NISO OA Indicator

Threaded Publications Journal Article Tag Set (JATS)

Enables

Powered  by  iThen.cate  

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Now we have 90 affiliates and 2045 libraries

Our Community Includes Affiliates and Libraries

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We generate more than a billion annual “clicks” to our member

publishers’ sites

0

275,000,000

550,000,000

825,000,000

1,100,000,000

2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013

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We have two offices: Lynnfield, MA and Oxford, UK

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CrossRef has 25 Employees

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6!2!

4!10!12!

43!64!

151!1612!

>500!201-500!101-200!

51-100!26-50!10-25!

5-10!1-5!<1!

# of Members!

Rev

enue

Tie

rs ($

milli

on)!

The Long Tail of Members

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Mission

To be a trusted collaborative organization with broad community connections; authoritative and

innovative in support of a persistent, sustainable

infrastructure for scholarly communication.

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Improving scholarly

communication through

community collaboration

6-Word Mission

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•  Protein  Data  Bank  •  Standards  in  Genomic  Science  •  Organiza.on  for  Economic  Development  (OECD)  •  Public  Library  of  Science  •  Interna.onal  Union  of  Crystallography  (IUCR)  

More than 1 million data items/figures/components have CrossRef DOIs

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http://xkcd.com/285/!

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Best Editorial Practices to Increase Data Transparency

1.  Ask Authors to store and cite data

2.  Assign CrossRef DOIs to supplementary data

3.  Encourage authors to assign DataCite DOIs to their data, and link to articles published using that data via CrossRef DOIs

4.  Include journal article (or other publication) bibliographic metadata with data deposits

5.  Cite data in publication reference sections using DOIs when available

6.  CrossMark participants, link to data in the Publication Record tab.

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•  author (s) •  journal title •  article title •  volume •  issue •  publication

date •  ISSN

•  page numbers •  article IDs •  internal identifiers •  URL •  DOI

Sample CrossRef Bibliographic Metadata

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Additional CrossRef Metadata

• ORCID •  CrossMark

ü Updates (related CrossRef DOIs)

ü Publication record information •  Text and Data Mining Data • NISO Open Access Identifier

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PDF!

HTML!

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NISO OA Metadata & Indicators

•  2 simple tags:

ü “free_to_read”

ü “license_ref”

•  Embargo periods supported

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Additional Metadata for

•  3 simple tags:

ü funder_name

ü funder_identifier

ü award_number

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A standard way of reporting funding sources for published scholarly research

Launched May 2013

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For Further Reading

http://fundref.crossref.org/docs/funder_kpi_metadata_best_practice.html

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The Funding Attribution Problem

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<fn fn-type="financial-disclosure"> <p>This work was supported in part by NIH grant

R01 GM094800B to G.J.J., a gift to Caltech from the Gordon and Betty Moore Foundation, and a stipend from the Bayerische Forschungsstiftung to M.P. The

funders had no role in study design, data collection and analysis, decision to publish, or preparation of the

manuscript.</p> </fn>

</fn-group> </back> </article>

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<body> ... <sec> <title>Funding</title> <p>This work was supported by the <grant-sponsor xlink:href="http://www.grf.org" id="GS1">Generic Research Foundation</grant-sponsor>, the <grant-sponsor xlink:href="http://www.energy.gov" id="GS2">Department of Energy</grant- sponsor> Office of Science grant number <grant-num rid="GS2">DE-FG02- 04ER63803</grant-num>, and the <grant-sponsor xlink:href="http://www.nih.gov" id="GS3">National Institutes of Health</grant-sponsor>. </p> </sec> </body>

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!   Funding bodies cannot easily track the published output of funding

!   Publishers cannot easily report which articles result from research supported by specific funders or grants

!   Institutions cannot easily link funding received to published output

!   Lack of standard metadata for funding sources makes it difficult to analyze or mine the data

Why Does This Matter?

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!   National Institutes of Health

!   NIH? N.I.H.? National Institute of Health?

!   Abbreviations, misspellings, translations...

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The Solution

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Publishers

Relationship with authors submitting

manuscripts

Established publishing and

peer-review systems

Funders

Relationship with researchers funded by agencies

Established award systems and research management processes

Institutions Funder compliance education Track funding received

The Public

Authors

Want accountability for how contributions/taxes spent

Have funding information at submission

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FundRef Pilot Brought Together Publishers and Funders

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The FundRef Registry is a Taxonomy of 6100 Funder Names

www.crossref.org/fundref/fundref_registry.html

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!   6100 funder names and ID numbers from curated Elsevier SciVal registry, donated to FundRef

!   Hosted by CrossRef, available under CC0

!   Updated and extended monthly—

!   Publishers use this list to ensure consistency

More on the FundRef Registry

www.crossref.org/fundref/fundref_registry.html

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FundRef Registry

Publisher

Submission System

Grant Number

Funder Production Systems

CrossRef Database & Query APIs

Funders Researchers Institutions Publishers

SHARE!

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DOI

Funding Source

Award Number

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Submission Workflow 1. Collect funding data from authors on submission using

FundRef Registry taxonomy

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Workflow Issues 1. Collect funding data from authors on submission using

FundRef Registry taxonomy

http://www.crossref.org/fundref

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Implementation Widget - http://labs.crossref.org

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Submission System

Grant Number

Funder Production Systems

Implementation 2. Pass funding data from submission system to production

systems

Publisher

Editorial Check

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http://labs.crossref.org

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Workflow 3. Deposit FundRef data with CrossRef

CrossMark participants should deposit FundRef data within CrossMark deposits

CrossMark participation recommended for standard display of funding information

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Workflow 3. Deposit funding data with CrossRef

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Look up Funding Data

http://search.crossref.org/fundref

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Search for Funder

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Results

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Search by Other Metadata

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Search by Grant Number

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Search by CrossRef DOI

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Search by ORCID

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How to Participate

1.  Encourage researchers to submit FundRef info at manuscript submission. (Hint: Ask for ORCIDs too!) 2.  Use FundRef Search, CrossRef Metadata Search & CrossRef APIs to retrieve funding information 3.  Provide feedback on the tools 4.  Use FundRef Registry for funding analysis 5.  Always use CrossRef DOIs and ORCIDs when citing research output

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•  71,000 + unique documents with FundRef records

•  75% of the funder names from these relationships are in the FundRef Registry

So, How Are We Doing?

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AAAS ACSESS American Chemical Society American Diabetes Association American Institute of Physics American Psychiatric Publishing American Psychological Association American Physical Society American Society of Neuroradiology Association for Computing Machinery BioMed Central Bioscientifica Copernicus GmBH eLife Sciences Publications Elsevier FapUNIFESP (SciELO) Grupo Comunicar Hindawi Publishing Corporation

Institute of Electrical & Electronics Engineers International Union of Crystallography Internet Medical Publishing IOP Publishing Journal of Humanity Journal of Rehabilitation Research & Development Just Medical Media, Ltd. KAMJE Kowsar Medical Institute Landes Bioscience National Library of Serbia Optical Society of America Oxford University Press Royal Society of Chemistry ScienceOpen Spandidos Publications Taylor & Francis The Royal Society Wiley-Blackwell

http://www.crossref.org/fundref/fundref_agreement.html

These Deposits Come from 11 Publishers of 38 Signed Up

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Publishers: sign up now!

FundRef Terms & Conditions: www.crossref.org/fundref

No fees for FundRef deposits

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•  CrossRef (with FundRef) provides the social and technology standards and practices that makes CHORUS and SHARE possible.

•  CrossRef DOIs directs interested parties to the correct documents

•  CrossRef’s existing metadata database will hold data about ORCID, FundRef, Open Access Indicator, Text and Data mining

•  CrossRef’s Application Programming Interfaces (APIs) and search interfaces will serve these new types of data.

PS: What Does FundRef Have to Do With CHORUS and SHARE?

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FundRef

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•  CrossRef staff participate on the Technical Working Groups of CHORUS and SHARE

•  CrossRef also has expressed an openness to make its infrastructure available for other public access initiatives

•  CrossRef does not do custom development for projects that are specific to that project and not generalizable to the industry.

Full Disclosure: CrossRef Plays the Field

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www.crossref.org/fundref [email protected]

Thank you!