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The webinar is relevant for new and existing Crossref members, publishers, editors, researchers, service
providers, hosting platforms, funders, librarians; really anyone interested in finding out a bit more about what
Crossref is and does.
This webinar covers:
• How to register content with Crossref
• How to make updates to your metadata in order to make changes, corrections, or to add more detail
• Participation reports
• Additional services and where to find help.
Community Outreach Manager
Communications & Events Manager
Technical Support Manager
Welcome and Introductions
Intro to Crossref
Updating and Maintaining Your Metadata
Questions and Break
Participation Reports - brief introduction
How to get help
Crossref makes research outputs easy to ﬁnd, cite,
link, assess, and reuse.
We’re a not-for-proﬁt membership organization that
exists to make scholarly communications better.
Governance and Committees
•Advisory Groups and Committees
•16 member board, cross section of international
•One member, one vote, including members
represented by a sponsoring organization - each of
you has a vote
•Board elections each November
• Over 14,000 member and aﬃliated organizations
•16 member board, cross section of international publishers
• Metadata store of over 117 million scholarly content items
• A DOI is just the start - We oﬀer a wide array of services to
ensure that scholarly research metadata is registered, linked,
• We preserve the metadata we receive and make it available via
our open APIs and Search.
Who uses Crossref?
•Archives & repositories
•Peer review systems
•Reference manager systems
•Lab & diagnostics suppliers
•Info management systems
•Data analytics systems
•Literature discovery services
Why do publishers join Crossref?
•To help get their content discovered
•Show people where their content is located and
update that if/when the content moves
•Drive more traﬃc to publications
•Turn references into hyperlinks
•Find out who is using their content
•Participate in other collaborative services
•One preﬁx may be used for all content
•New titles may be added at any time
•No limit to the number of DOIs created, also no
minimum number is required.
• The DOI directory: makes the DOI actionable on the web
• Preﬁx: assigned by Crossref
• Suﬃx: assigned by the publisher
Total DOI = routes through the DOI resolver to point to the registered URL
More details: https://support.crossref.org/hc/en-us/articles/214669823
Crossref DOI display guidelines
• Always be displayed as a full URL link
• An example of the best practice in displaying a Crossref DOI link is:
• Old format was http://dx.doi.org/
Your landing page
• A full bibliographic citation so that the user can verify they have been
delivered to the correct item
• The DOI displayed as a URL, per display guidelines
• A way to access full text: access to full text is completely controlled
by the publisher but the landing page must be accessible to
reference lists, funding data, ORCIDs, license data, clinical trial numbers,
errata, retractions, updates and more through our Crossmark service,
JATS-formatted abstracts, relationships between items…
Ways to register content
Upload XML ﬁle (https://doi.crossref.org)
The manual web deposit form (https://apps.crossref.org/webdeposit)
OJS Crossref plugin (https://docs.pkp.sfu.ca/crossref-ojs-manual/en/conﬁg)
Metadata Manager (https://www.crossref.org/metadatamanager/)
Metadata deposit schema: for everything
Metadata deposit schema 4.4.2 (documentation)
Resource schema: for adding most non-bibliographic metadata to existing
As of OJS 3.1.2
• Reference linking and depositing
• Funding metadata
• iThenticate plugin
The plugin will deposit DOIs on publication, but your DOIs
will still take time to be processed. It is not immediate.
The plugin does not automatically update DOIs if metadata
changes. That has to be done manually.
If a DOI deposit has failed, you can click on the failure link
for a report
more info at: PKP's Community forum https://forum.pkp.sfu.ca/ and
PKP documentation https://docs.pkp.sfu.ca
Keeping metadata up to date
• Correct metadata errors
• Add more metadata to an existing record
• Update URLs
What happens when…
• You discover an error after deposit
• How do you correct the metadata?
• You update your website
• How do you maintain DOI links?
• You partner with another publisher
• Who is responsible for updates?
• You host your content on multiple sites
• Where should the DOI point?
What if something changes
• Change/correction to the metadata
• E.g. author’s name is entered incorrectly
• Change to the URL
• E.g. your publication moves to another site
Do not re-assign another DOI
There is never a charge to update DOIs
Correcting your metadata if you have already
• Resubmit metadata via XML - overwriting the old record
with new information
• Redeposit via the Web Deposit Form
• Edit the metadata record in Metadata Manager (journal
• Our Conﬂict and Resolution reports can help you
identify existing metadata errors. You can ﬁx these
with no charge.
• The Conﬂict report includes information about
conﬂicts that have been created by members when
two (or more) metadata records share similar or
• Resolution reports are sent out via email at the beginning of
• When a researcher clicks on a DOI link for an article, that counts
as one DOI resolution. No information is captured about who
the user is or where they are coming from.
• A separate report is generated for each DOI preﬁx.
• If you have a high number of failures - don’t panic, but do pay
attention! Sometimes this can user error in typing or
cutting-and-pasting DOIs or the DOI has been distributed but
Why reports are important
• Make sure your content is properly registered
• See how content is being used
• Catch any errors
Make sure the right person in your organization gets
them! If not, please write to email@example.com.
A tool to use where:
You can see what metadata you are registering with
You can track progress of your metadata
You’re able to see how you measure up to other members
What are they?
Why did we create them?
Members are not always aware of what metadata they’re
sending to Crossref
Members can see what’s missing and can ﬁx the gaps
And can track progress of their metadata in an easy and
How to add Crossref DOI links to
• Use a search engine for individual articles
• Query Crossref with XML
• Use Crossref lookup tools
• Use Metadata Manager
• Third party tools such as OJS 3.1.2
Cited-by provides a clear
overview of the publications that
have cited a piece of content
1. Deposit you references
2. Email firstname.lastname@example.org to sign up
3. Query Crossref for a list of all DOIs citing an article
4. Display Cited-by results on your website
No fee and is an optional service
How to participate
Querying for Cited-by links
Similarity Check oﬀers
publishers with a way to
actively engage in eﬀorts to
Members are provided with access to Turnitin’s powerful text comparison
tool, iThenticate. This allows them to compare their own documents against
the largest comparison database of scientiﬁc, technical and medical content in
Similarity Check members contribute their own published content into
iThenticate’s database of full-text literature.
• Turnitin’s plagiarism detection
• Text-based screening
• Contains content indexed from over
1 billion web pages, 57 million items
from Crossref members, and a
further 105 million items from other
content partners such as Pearson,
Cengage, EBSCOHost etc.
What is iThenticate?
How the service works
• Upload a document to iThenticate
• A similarity report is produced
• Compare side-by-side
• Editor makes a decision about
whether the similarity detected is
legitimate or if further investigation is
• When members publish new content,
they provide a link to their full-text
which Turnitin use to index the item
and add it into their database
What issues are publishers looking for
•Poor, missing, or incomplete references (can be ﬁxed)
•Self-plagiarism/text recycling (can be ﬁxed)
•Unattributed use of parts of another person’s work
•Submitting another person’s work as your own
•Is the author attempting to mislead/misrepresent?
How to join
Are you eligible?
How much does it cost?
• Annual administrative fee equal to 20% of your Crossref membership fee, paid to Crossref along with your annual
• Each document run through Similarity Check is charged at a per-document-checking fee. There is a separate invoice
for Similarity Check document checking fees.
• If you work with a sponsor, they’ll receive the invoices for your use of the service.
• Invoices for the per document checking fees Similarity Check service will be sent, from Crossref, in January (for the
previous year). You can check how many documents you’ve checked in the Reports section in iThenticate.
Crossmark is a great way to
show users extra or updated
information about the
content they’re viewing so
that they can trust it
•An embedded button for HTML and PDF that, when clicked,
shows the researcher publication information that a publisher
chooses to include
•The information stays with the article and can be accessed even
away from the publisher site
•Machine-readable metadata available via the Crossref REST API
Deposit additional metadata
•Clinical trial numbers
•Any additional custom metadata
•Similarity Check deposited
• Over 1000 publishers depositing Crossmark metadata
• Nearly 12.5 million DOIs
• Around 1% are updates (so even more important that
• Over 4,000 of the updates are retractions
How to participate
1. Contact us to let us know you want to get started
2. Create a Crossmark policy page and assign it a DOI.
3. Deposit Crossmark metadata as part of your regular
metadata deposits, this can also be deposited as
stand-alone data for backﬁle content
From January 2020 we have removed the fees for this service.
Make Data Count
Since 2014, the Make Data Count (MDC) initiative has focused on building the social and
technical infrastructure for the development of research data metrics. With funding from the
National Science Foundation, Gordon and Betty Moore Foundation, and Alfred P. Sloan
Foundation, the initiative has transformed from a research project with an aim to understand
what researchers value about their data, to an infrastructure development project, and now into
a full-ﬂedged adoption initiative.
Additional funding from the Sloan Foundation to focus on widespread adoption of standardized
data usage and data citation practices, the building blocks for open research data metrics.
Make Data Count: aims
1. Increased adoption of standardized data usage across repositories through
enhanced processing and reporting services
2. Increased implementations of proper data citation practices at
publishers by working in conjunction with publisher advocacy groups
3. Promotion of bibliometrics qualitative and quantitative studies around data
usage and citation behaviors
Crossref and PKP Collaboration
•PKP Strategic Partner
•Crossref-PKP Working Group
•Help members register and maintain their
•Help everyone else discover and use
•1/3 of all support tickets are related to
metadata quality concerns
•Find information on services, with technical
explanations and examples at our education
Where can I ﬁnd out more?
● Community forum: https://community.crossref.org/
● Documentation: https://www.crossref.org/education/
● Email our support, member, and billing teams
● Webinars: https://www.crossref.org/webinars/
Twitter: @crossrefOrg and @crossrefsupport
What are we thinking about: blog.crossref.org
Get in touch: email@example.com
Help us stay up-to-date!
If the contacts at your organisation change, let us know!
Just email firstname.lastname@example.org