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Patricia Feeney Product Support Manager Intro to CrossRef Technical Basics

Introduction to CrossRef Technical Basics Webinar 031815

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Page 1: Introduction to CrossRef Technical Basics Webinar 031815

Patricia Feeney

Product Support Manager

Intro to CrossRef

Technical Basics

Page 2: Introduction to CrossRef Technical Basics Webinar 031815

I. Depositing DOIs and metadata

II. Looking up DOIs

III. Maintaining DOIs and metadata

Page 3: Introduction to CrossRef Technical Basics Webinar 031815

DOI = Digital Object Identifier

Uniquely identifies a digital object

Solves link rot (broken links)

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

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

9

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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

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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

Page 7: Introduction to CrossRef Technical Basics Webinar 031815

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

Page 8: Introduction to CrossRef Technical Basics Webinar 031815

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)

Page 9: Introduction to CrossRef Technical Basics Webinar 031815

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

Page 10: Introduction to CrossRef Technical Basics Webinar 031815

<?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>[email protected]</email_address>

</depositor>

<registrant>CrossRef</registrant>

</head>

Deposit XML

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<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

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<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

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<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>

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<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>

Page 15: Introduction to CrossRef Technical Basics Webinar 031815

xxxxxxxxxxxxxxxx

xxxxxxxxxxxxxxxx

xxxxxxxxxxxxxxxx

xxxxxxxxxxxxxxxx

xxxxxxxxxxxxxxxx

xxxxxxxxxxxxxxxx

xxxxxxxxxxxxxxxx

xxxxxxxxxxxxxxxx

xxxxxxxxxxxxxdoi

submission

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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

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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>

Page 18: Introduction to CrossRef Technical Basics Webinar 031815
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Submission queue

More info: Submission queue

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<?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

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Deposit failures

XML errors (files do not parse)

System errors

Warnings

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

More info: Interpreting submission logs

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Thanks!

Where

is my

DOI?

Researcher

Publisher who did not review

their submission log

CMS subscriber

Member querying for

outbound links

xxxxxxxxxxxxxxxx

xxxxxxxxxxxxxxxx

xxxxxxxxxxxxxxxx

xxxxxxxxxxxxxxxx

xxxxxxxxxxxxxxxx

xxxxxxxxxxxxxxxx

xxxxxxxxxxxxxxxx

xxxxxxxxxxxxxxxx

xxxxxxxxxxxxxdoi

submission

Submissio

n report

CrossRef

System

Page 24: Introduction to CrossRef Technical Basics Webinar 031815

Outbound Reference Linking

Outbound linking

Page 25: Introduction to CrossRef Technical Basics Webinar 031815

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.

Page 26: Introduction to CrossRef Technical Basics Webinar 031815
Page 27: Introduction to CrossRef Technical Basics Webinar 031815

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

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SimpleText Query

DOI match!

DOI match!

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CrossRef Metadata Search

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<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

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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

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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>[email protected]</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>

Page 33: Introduction to CrossRef Technical Basics Webinar 031815

15265161,15360075|American Journal of

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

52651601750079104

metadata

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Update and maintaining metadata

URL update

H:[email protected];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.

Page 35: Introduction to CrossRef Technical Basics Webinar 031815

article metadata

Components

As-crawled

URLs

Multiple

Resolution

CrossMark FundRef AccessIndicator

s

Citations

URL

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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

Page 37: Introduction to CrossRef Technical Basics Webinar 031815

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/

Page 38: Introduction to CrossRef Technical Basics Webinar 031815

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

Page 39: Introduction to CrossRef Technical Basics Webinar 031815

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!

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The overall resolution failure rate for all publishers is 4.1896%

and your failure rate is 6.0445%.

Page 41: Introduction to CrossRef Technical Basics Webinar 031815

‘Bad’ DOIs

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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)

Page 43: Introduction to CrossRef Technical Basics Webinar 031815

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

Page 44: Introduction to CrossRef Technical Basics Webinar 031815

Conflict reports (in Members Area)

More info: Conflict Report

Page 45: Introduction to CrossRef Technical Basics Webinar 031815

Where to find help:

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

CrossRef support: email [email protected] 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

Page 46: Introduction to CrossRef Technical Basics Webinar 031815

Questions?

Technical support: [email protected]

Membership support: [email protected]