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Getting
started as a
new member Rachael Lammey

Community Outreach
Welcome to Crossref!
You can now get involved with our community,
connect your content with the global network of
online research, and take up additional infrastructure
services.
New member webinar 052418
Who uses Crossref?
• Publishing vendors

• Peer review systems

• Reference manager systems

• Lab & diagnostics suppliers

• Info management systems

• Educational tools

• Data analytics systems

• Literature discovery services

• Registration Agencies
• Publishers

• Funders

• Institutions

• Archives & repositories

• Research councils 

• Data centres

• Professional networks 

• Patent offices

• Indexing 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
We have your metadata and we make it available

Funders, Institutions, Archives & repositories, Research councils, Data centers, Professional
networks, Patent offices, Indexing services, Publishing vendors, Peer review systems,
Reference manager systems, Lab & diagnostics suppliers, Info management systems,
Educational tools, Data analytics systems, Literature discovery services…


Your links are persistent


Links to your content will live on, regardless of where the content moves

The Crossref community will link to your content


Our members use persistent identifiers in references, which increases (persistent) traffic and
supports scholarly infrastructure
Let’s begin
First steps
• prefix and login

• different methods to deposit metadata
Your prefix
• 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. 

10.4444
10.55555
Persistent identifiers
https://doi.org/10.1006/jmbi.1995.0238

• 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
DOI suffix
• consistent

• simple

• short
https://doi.org/10.1063/1.125173
https://doi.org/10.1021/cm960127g
https://doi.org/10.1101/gr.10.12.1841
https://doi.org/10.1109/16.8842
https://doi.org/10.1098/rspa.2001.0787
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:
https://doi.org/10.1629/22161

• 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 everyone.
Landing page
Journals

Books

Conference Proceedings

Datasets

Dissertations

Reports

Standards

Posted content (preprints)

Components

What can I register?
metadata
everything, including…
author names, ORCIDs, affiliations, article titles,
ISSN, ISBN, pages, issue #, volume #s, dates,
identifiers
more metadata
such as …
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…
Upload
Crossref XML
Verify registration
Create
Crossref XML
Content registration
Content registration
Upload XML file
• https://doi.crossref.org



Manual Web Form
• https://apps.crossref.org/webDeposit/
Create XML
Crossref Schema

Metadata deposit schema: for everything

Metadata deposit schema 4.4.1 (documentation)

Resource schema: for adding most non-bibliographic
metadata to existing records

doi_resources4.3.6.xsd (documentation)
Web deposit form
Coming soon!
Via OJS
metadata
record
funding
data
bad data
@#&$*@ citations
Submission queue
All content registration
submissions are added to the
same queue
Most are processed quickly but if
not, you can view your spot in
the queue
Success! Your content now has
persistent identifiers and a Crossref
metadata record
???????
hooray!
Failure…your content has not been
registered.
Maintaining your metadata
What if something changes?
• Change/correction to the metadata

• E.g. author’s name entered incorrectly

• Change to the URL

• E.g. your publication moves to another website

• Do NOT re-assign another Crossref DOI
• There is no charge to update DOIs
How to update your metadata
If there is an error or an update to your metadata:

• Re-submit the metadata

• if updating any of the bibliographic metadata, have to resubmit all the bibliographic
metadata as a whole

• supplemental metadata can be submitted separate from the bibliographic metadata
but would be updated as a whole

• For URL-only changes you can send a .csv file to our support team

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

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

Next steps: reference linking
• Reference linking means hyperlinking your
references using Crossref DOIs (this is a
membership obligation)

• Readers can then follow a DOI link from the
reference list of an article to the article on the
publisher’s website
Next steps: reference linking
Soleimani N, Mohabati Mobarez A, Farhangi B. Cloning, expression and purification
flagellar sheath adhesion of Helicobacter pylori in Escherichia coli host as a vaccination
target. Clin Exp Vaccine Res. 2016 Jan;5(1):19-25. https://doi.org/10.7774/cevr.
2016.5.1.19

Galli, S.J., and M. Tsai. 2010. Mast cells in allergy and infection: versatile effector and
regulatory cells in innate and adaptive immunity. Eur. J. Immunol. 40:1843–1851. Crossref
Crossref Simple Text Query
https://apps.crossref.org/simpleTextQuery
Slides	reproduced	courtesy	of	INASP
Enter email
Paste references in here
Hit ‘submit’ to finish
Crossref Simple Text Query
But wait, there’s more!
Get involved!
Governance and Committees
• 16 member board

• one member, one vote

• Board elections each November

• Advisory Groups and Committees

https://www.crossref.org/working-groups/
Invoicing
• Member fee is invoiced annually
• Deposit invoiced quarterly (January, April, July, October)
• Credit card, bank transfer, PayPal, check
• Invoice questions: billing@crossref.org
Webinars
In-depth presentations on:

Content registration

Maintaining your metadata

How to query metadata

All Crossref services

https://www.crossref.org/webinars/
Support Center
support.crossref.org

• comprehensive technical documentation

• create and review support tickets
Where to find help
• Help documentation: http://support.crossref.org
• Crossref technical support: email support@crossref.org
• Webinars: https://www.crossref.org/webinars/
• Other questions: member@crossref.org
Further reading
Content registration: https://www.crossref.org/webinars/#contentreg

Maintaining metadata: https://www.crossref.org/webinars/#metadata

Reference linking: https://www.crossref.org/webinars/#referencelinking
Staying up-to-date
Twitter: @crossrefOrg and @crossrefsupport

What are we thinking about: blog.crossref.org

What are we playing with: labs.crossref.org - new and
experimental tools and initiatives
Questions?
member@crossref.org
support@crossref.org

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New member webinar 052418

  • 1. Getting started as a new member Rachael Lammey Community Outreach
  • 2. Welcome to Crossref! You can now get involved with our community, connect your content with the global network of online research, and take up additional infrastructure services.
  • 4. Who uses Crossref? • Publishing vendors • Peer review systems • Reference manager systems • Lab & diagnostics suppliers • Info management systems • Educational tools • Data analytics systems • Literature discovery services • Registration Agencies • Publishers • Funders • Institutions • Archives & repositories • Research councils • Data centres • Professional networks • Patent offices • Indexing services
  • 5. 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
  • 6. We have your metadata and we make it available
 Funders, Institutions, Archives & repositories, Research councils, Data centers, Professional networks, Patent offices, Indexing services, Publishing vendors, Peer review systems, Reference manager systems, Lab & diagnostics suppliers, Info management systems, Educational tools, Data analytics systems, Literature discovery services… 
 Your links are persistent 
 Links to your content will live on, regardless of where the content moves
 The Crossref community will link to your content 
 Our members use persistent identifiers in references, which increases (persistent) traffic and supports scholarly infrastructure
  • 8. First steps • prefix and login • different methods to deposit metadata
  • 9. Your prefix • 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. 10.4444 10.55555
  • 10. Persistent identifiers https://doi.org/10.1006/jmbi.1995.0238 • 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
  • 11. DOI suffix • consistent • simple • short https://doi.org/10.1063/1.125173 https://doi.org/10.1021/cm960127g https://doi.org/10.1101/gr.10.12.1841 https://doi.org/10.1109/16.8842 https://doi.org/10.1098/rspa.2001.0787 More details: https://support.crossref.org/hc/en-us/articles/214669823
  • 12. 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: https://doi.org/10.1629/22161 • Old format was http://dx.doi.org/
  • 13. 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 everyone.
  • 16. metadata everything, including… author names, ORCIDs, affiliations, article titles, ISSN, ISBN, pages, issue #, volume #s, dates, identifiers
  • 17. more metadata such as … 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…
  • 19. Content registration Upload XML file • https://doi.crossref.org 
 Manual Web Form • https://apps.crossref.org/webDeposit/
  • 20. Create XML Crossref Schema Metadata deposit schema: for everything Metadata deposit schema 4.4.1 (documentation) Resource schema: for adding most non-bibliographic metadata to existing records doi_resources4.3.6.xsd (documentation)
  • 24. metadata record funding data bad data @#&$*@ citations Submission queue All content registration submissions are added to the same queue Most are processed quickly but if not, you can view your spot in the queue
  • 25. Success! Your content now has persistent identifiers and a Crossref metadata record ??????? hooray! Failure…your content has not been registered.
  • 27. What if something changes? • Change/correction to the metadata • E.g. author’s name entered incorrectly • Change to the URL • E.g. your publication moves to another website • Do NOT re-assign another Crossref DOI • There is no charge to update DOIs
  • 28. How to update your metadata If there is an error or an update to your metadata: • Re-submit the metadata • if updating any of the bibliographic metadata, have to resubmit all the bibliographic metadata as a whole • supplemental metadata can be submitted separate from the bibliographic metadata but would be updated as a whole • For URL-only changes you can send a .csv file to our support team 10.5555/doi1 http://www.yoururl.com/journal/art1
 10.5555/doi2 http://www.yoururl.com/journal/art2

  • 29. Next steps: reference linking • Reference linking means hyperlinking your references using Crossref DOIs (this is a membership obligation) • Readers can then follow a DOI link from the reference list of an article to the article on the publisher’s website
  • 30. Next steps: reference linking Soleimani N, Mohabati Mobarez A, Farhangi B. Cloning, expression and purification flagellar sheath adhesion of Helicobacter pylori in Escherichia coli host as a vaccination target. Clin Exp Vaccine Res. 2016 Jan;5(1):19-25. https://doi.org/10.7774/cevr. 2016.5.1.19 Galli, S.J., and M. Tsai. 2010. Mast cells in allergy and infection: versatile effector and regulatory cells in innate and adaptive immunity. Eur. J. Immunol. 40:1843–1851. Crossref
  • 31. Crossref Simple Text Query https://apps.crossref.org/simpleTextQuery Slides reproduced courtesy of INASP
  • 32. Enter email Paste references in here Hit ‘submit’ to finish Crossref Simple Text Query
  • 34. Get involved! Governance and Committees • 16 member board • one member, one vote • Board elections each November • Advisory Groups and Committees https://www.crossref.org/working-groups/
  • 35. Invoicing • Member fee is invoiced annually • Deposit invoiced quarterly (January, April, July, October) • Credit card, bank transfer, PayPal, check • Invoice questions: billing@crossref.org
  • 36. Webinars In-depth presentations on: Content registration Maintaining your metadata How to query metadata All Crossref services https://www.crossref.org/webinars/
  • 37. Support Center support.crossref.org • comprehensive technical documentation • create and review support tickets
  • 38. Where to find help • Help documentation: http://support.crossref.org • Crossref technical support: email support@crossref.org • Webinars: https://www.crossref.org/webinars/ • Other questions: member@crossref.org
  • 39. Further reading Content registration: https://www.crossref.org/webinars/#contentreg Maintaining metadata: https://www.crossref.org/webinars/#metadata Reference linking: https://www.crossref.org/webinars/#referencelinking
  • 40. Staying up-to-date Twitter: @crossrefOrg and @crossrefsupport What are we thinking about: blog.crossref.org What are we playing with: labs.crossref.org - new and experimental tools and initiatives