1 2002 crossref annual member meeting crossref/pila annual meeting fairmont copley hotel, boston...

2002 CrossRef Annual Member Meeting1

CrossRef/PILA Annual Meeting

Fairmont Copley Hotel, Boston

September 25th, 2002


'Journals are the principal means by which scientific knowledge is disseminated. The market, which operates worldwide, has a number of features that suggest that competition may not be working effectively. However, market forces harnessing new technology may change this without the need for intervention.'

John Vickers, Director General of Fair Trading, The market for scientific, technical and medical journals-A statement by OFT. (UK Office of Fair Trading) PN 55/02 9 September 2002


CrossRef’s Mission(s)

• To do collectively what can’t be done individually– Use technology to improve scholarly

communications by making content acquisition and discovery easier for scholars

– Add value to content– Provide better services to libraries


CrossRef’s Role• Non-profit membership association

– Reference linking service– DOI Registration Agency

• Registration of metadata and unique, persistent identifiers

• Representation on IDF Board, TWG and RAWG

– Standards and Guidelines• Rules governing metadata and linking• DOI Guidelines – using DOIs


Executive Director’s Report

• 2002 – many new things– New Director of Technology (Chuck Koscher) and

System Support Analyst (Tim Pickard)

– New Offices in Lynnfield, MA– New website– New System is live!


Current Stats

• 157 Members (91 in September 2001, 61 in November 2000, 45 in September 2000)

• 23 Affiliates/8 Agents

• 50 Libraries• 5 million articles (3.7 million articles December

2001, 2 million in November 2000)

• 1.2 million DOI resolutions/month (600,000 - 900,000 in December 2001)

Members

0

20

40

60

80

100

120

140

160

180

Sep-00 Nov-00 Jan-01 Mar-01 May-01 Jul-01 Sep-01 Nov-01 Jan-02 Mar-02 May-02 Jul-02 Sep-02

Date

Num

ber o

f Mem

bers

Members

Journals in CrossRef

0

1000

2000

3000

4000

5000

6000

7000

Sep-00 Nov-00 Jan-01 Mar-01 May-01 Jul-01 Sep-01 Nov-01 Jan-02 Mar-02 May-02 Jul-02 Sep-02

Date

Num

ber o

f Jou

rnal

s

Journals

DOI Resolutions

0

500,000

1,000,000

1,500,000

2,000,000

2,500,000

Nov-00 Jan-01 Mar-01 May-01 Jul-01 Sep-01 Nov-01 Jan-02 Mar-02 May-02 Jul-02

Date

Num

ber o

f Res

olut

ions

Resolutions


Update

• New system – performance, data quality, billing

• Switch to XML Schema

• DOIs for journal titles

• Parameter passing (OpenURL?)

• DOI Guidelines - revision

• CrossRef Search


2002• Library affiliate growth and linking has

been strong – Localized Linking• Outreach and active engagement with

library community – Localized Linking Prototype moved to implementation, interest in archiving issues

• CrossRef Library Advisory Board meeting 10/28• Secondary and A&I use of CrossRef and DOIs

going slowly


DOIs and Linking• USE DOIs and GET OTHERS TO USE THEM• Publishers should include DOIs in all their

external data feeds to third parties• Publishers should use DOIs as their preferred

mechanism for links to full text articles• Publishers should display DOIs in online and print

journals as a standard part of bibliographic data and should encourage secondaries to do the same


DOIs and OpenURL• OpenURL is not an alternative to CrossRef and

DOIs – they work together• The DOI system and CrossRef are OpenURL

aware and therefore publishers are OpenURL through use of CrossRef and DOIs.

• CrossRef and the DOI system are OpenURL – and so are publishers who use DOIs


IDF Update• IDF Registration Agency

– IDF Board of Directors

– Registration Agencies Working Group

– Handle System Advisory Committee

• Burst of activity - Six RAs– TSO (The Stationery Office) – UK Gov

– CDI – Corbis (images), Enpia (Korea), LON (DoD and e-learning), CAL (Australian copyright agency)

– Discussions with Adobe on Acrobat Reader


2003

• Improved member support– Doing as much as possible with current

resources/identifying the best use of additional resources

• Enhanced Linking: parameter passing and multiple resolution


2003

• Continuing financial analysis– fees and fee structure– Cash flow and balance sheet projections

• Libraries - Localized linking/OpenURL/OAi/Archiving

• ONIX for Serials


Ongoing Issues• Members need to deposit AND to link references!

– Linking is a requirement - “linking” fee may be imposed

• Support is available from CrossRef– [email protected]

– [email protected]

• Participate in TWG – this is your organization


Board of Directors Election

• American Institute of Physics - Marc Brodsky

• American Psychological Association - Linda Beebe

• Blackwell Publishing - Robert Campbell

• IEEE - Anthony Durniak

• Wolters-Kluwer Int’l Health & Science – Dean Vogel


Financial Review

Pieter Bolman, Treasurer


2001 Audited Financials2001 Budget:

• Revenue - $1.1 million

• Expenses - $1.6 million

• -$421,788 deficit

• -$821,977 accumulated deficit (2000-2001)


2002 Budget & Financials• 2002 Budget:

– Revenue $2.1 million– Expenses $2.0 million– Change in Net Assets $36,836

• 2002 through June:– Revenue $823,000– Expenses $779,000– Change in Net Assets $44,000


2002 Financials

• 2002 LE:– Revenue - $1.7 million – Expenses - $1.7 million– Change in Net Assets - $10,000– EOY Cash Balance - $500,000


2002 Financial Highlights• 44% increase in revenue over 2001• 6% increase in expenses over 2001• 10% fee increase in July 2002• 54 days average for invoice payment

– Finance charges for late payments will be instituted in October billing

• Deposits doing well; member retrievals are increasing; non-member retrievals lagging


Strategic Issues

• Rolling 12-month cash flow, balance sheet and income statement "forward view" projections planned for each quarter

• $2 million in loans to be repaid 2004-2006

• Need operating surplus to repay loans:– Use of system must increase (linking and new

content types)


Strategic Issues

• The system is largely a fixed cost and must be supported by continuous fee reimbursement– Very large database (deposit fees are one-time fees)

• Consider annual maintenance fee for DOIs OR adjust membership fees to include this

– Not linking means unused system capacity• Consider minimum “linking fee” for all or “non-linking fee”

for publishers not linking after a certain amount of time


2003 Budget• Budget will be done in October and November• Better data after almost 2 years of operating

experience– Will study all the fees and see if any adjustments are

needed

• New system will improve performance and billing (will need some time to see the full impact)

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