introduction to crossref for publishers

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Introduction to for publishers Patricia Feeney Product Support Manage

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This presentation has been superceded by a more recent presentation. See http://www.slideshare.net/CrossRef/introduction-to-crossref-webinar-17423381 for the latest information. This a non-technical introduction to CrossRef and includes a brief outline of how CrossRef works.

TRANSCRIPT

Page 1: Introduction to CrossRef for Publishers

Introduction to

for publishers

Patricia FeeneyProduct Support Manager

Page 2: Introduction to CrossRef for Publishers

Agenda

CrossRef overview

Creating and working with CrossRef DOIs

Maintaining your DOIs and metadata

CrossRef services

Resources

Page 3: Introduction to CrossRef for Publishers

mission statement:

CrossRef's goal is to be a trusted collaborative organization with broad community connections; authoritative and innovative in support of a persistent, sustainable infrastructure for scholarly communication.

Page 4: Introduction to CrossRef for Publishers

?Why do publishers join?

To get persistent identifiers for their content

To drive more traffic to their content

To turn references into hyperlinks

To pull in cited-by links (who cites this?)

Participate in other collaborative services (CrossCheck, CrossMark)

Page 5: Introduction to CrossRef for Publishers

DOI = Digital Object Identifier

Page 6: Introduction to CrossRef for Publishers

Broken links are a problem

Page 7: Introduction to CrossRef for Publishers

A DOI uniquely identifies a

piece of electronic content

Page 8: Introduction to CrossRef for Publishers

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

http://dx.doi.org/10.1577/H02-043

http://dx.doi.org//10.1577/H02-043

Page 9: Introduction to CrossRef for Publishers

International DOI Foundation (IDF): oversees the central DOI system, promote DOI as a standard, and provides an organizational infrastructure that ensures persistence and interoperability.

Corporation for National Research Initiatives (CNRI): they (among other things) are responsible for the Handle system, which is the technology that causes DOIs to resolve.

Registration Agencies (RAs): Register DOIs on behalf of other organizations. CrossRef is a RA.

Page 10: Introduction to CrossRef for Publishers

DOI Registration agencies

European Union Office of Publications

TIB (Technische Informationsbibliotek)

R.R. Bowker

Nielsen Bookdata

Copyright Agency Limited (CAL)

mEDRA

Wanfang Data

DataCite

CrossRef

Page 11: Introduction to CrossRef for Publishers

10.1016/j.lwt.2008.02.010 10.3113/FAI.2008.0185 10.1037/07357028.38.4.338.supp 10.1016/j.diabet.2007.11.004 10.1139/Z07-115 10.1016/j.foreco.2008.01.033 10.1016/j.coph.2008.01.007 10.1109/ISBI.2007.357057 10.1016/j.jcis.2008.01.049 10.1016/j.aorn.2007.12.029 10.1097/HJR.0b013e3282f29aa6 10.1016/j.jmatprotec.2007.12.144 10.1016/j.biopsycho.2008.02.009 10.1016/j.jfs.2007.12.003 10.1177/0278364907085562 10.1016/j.jip.2008.02.011 10.1016/j.resuscitation.2007.10.008 10.1016/j.talanta.2008.02.043 10.1080/1055678031000152079 10.1111/j.1538-7836.2008.02908.x 10.1016/j.cep.2008.01.011 10.1016/j.physletb.2008.03.004 10.1016/j.cytogfr.2008.01.004 10.1006/S0003-2670(03)00575-0 10.1061/(ASCE)0733-9445(1993)119:12(3537) 10.1016/j.orggeochem.2008.03.001 10.1016/j.jce.2008.03.001 10.1097/YIC.0b013e3282f2d42c 10.1016/j.jmmm.2008.02.146 10.2223/JPED.1758 10.1016/j.jns.2008.01.016 10.1109/ISBI.2007.356995 10.1007/3-540-48311-X 10.1016/S0168-583X(97)00553-3 10.1029/2007GL090712 10.1016/j.biombioe.2008.02.002 10.1038/sj.ijo.0801704 10.1111/j.1600-0714.2007.00624.x 10.1016/j.jchemneu.2008.02.007 10.1016/S0021-8502(97)00109-2 10.1016/j.tet.2008.02.077 10.1016/j.yhbeh.2008.02.020 10.1029/2007SW000355 10.1016/j.forsciint.2008.01.009 10.1111/j.1365-2044.2007.05319. 10.1016/j.csr.2008.02.009 10.1016/j.physleta.2008.02.040 10.1016/j.poly.2007.12.031 10.1016/j.biocon.2007.12.030 10.1016/j.eurpsy.2007.11.005 10.3390/molecules130100 10.1016/j.cam.2008.02.015 10.1016/j.nuclphysbps.2007.11.105 10.1007/s12282-008-0037-0 10.1016/j.colsurfa.2008.02.018 10.1016/j.colsurfa.2008.02.018 10.1111/j.1399-6576.2007.01461.x 10.1021/la7032753 10.1111/j.1432-0436.2007.00257.x 10.1109/QSIC.2007.4385520 10.1016/j.nimb.2008.03.025 10.1016/j.nimb.2008.03.028 10.1016/j.nimb.2008.03.036 10.1017/SO266467405003056 10.1016/j.agrformet.2008.01.004 10.1016/j.agee.2008.01.003 10.1016/j.cortex.2008.03.001 10.1016/j.jtbi.2008.02.023 10.1016/j.jmatprotec.2008.03.003 10.1016/j.actamat.2007.12.057 10.1016/j.paed.2007.12.008 10.1016/j.canlet.2008.01.034 10.1016/j.molcata.2008.03.002 10.1016/j.apenergy.2008.01.002 10.1111/j.1365-2044.2007.05262.x 10.1016/j.seares.2008.02.004 10.1016/j.expneurol.2008.02.013 10.1016/j.ica.2008.02.064 10.1080/10242420701379866 10.1016/j.trstmh.2008.01.002 10.1043/0012-9658(1975)056[0511:TMGS]2.0.CO;2 10.1016/j.biortech.2008.01.006 10.1016/j.pedex.2008.01.005 10.1016/j.jsv.2007.07.090 10.1016/j.jomh.2007.11.003 10.1016/j.brainresrev.2008.02.004 10.1016/j.ecolmodel.2008.01.007 10.1111/j.1365-2621.2006.01425.x 10.1080/87565640701376151 10.1016/j.jcpa.2007.11.004 10.1016/j.jala.2007.12.008 10.1016/j.smallrumres.2007.12.023 10.1016/j.eja.2008.01.006 10.1002/(SICI)1096-8644(199708)103:4<507::AID-AJPA8>3.0.CO 10.1007/s12033-008-9055-6 10.1016/j.ijoa.2008.01.005 10.1016/j.rmed.2008.01.004 10.1016/j.compenvurbsys.2007.11.003 10.1016/j.atmosenv.2008.02.031 10.1021/b608262a 10.1016/j.jss.2007.04.049 10.1016/j.rbmret.2007.10.001 10.1097/01.CCM.0000298158.12101.41 10.1016/j.foodchem.2008.01.051 10.1016/j.irfa.2008.02.004 10.1016/j.csr.2008.02.013 10.1016/j.foodchem.2008.01.014 10.1007/978-3-8350-9310- 10.1016/j.nuclphysbps.2007.11.109 10.1146/annurev.celibio.22.011105.102609 10.1016/j.radphyschem.2008.02.010 10.1016/j.chemgeo.2007.12.007 10.1016/j.smallrumres.2007.12.025 10.1016/j.mpdhp.2007.12.003 10.1038 10.1016/j.tiv.2008.01.013 10.1186/1471-2105-9-141 10.1097/WNR.0b013e3282f3476f 10.1016/j.destud.2007.12.006 10.1013/j.bjps/2007.11.011 10.1016/j.fbp.2008.01.001 10.1016/j.jomh.2007.12.004 10.1016/j.actamat.2007.12.036 10.1109/SECON.2007.342869 10.1016/j.ejmech.2008.02.027 10.1016/j.still.2008.01.009 10.1890/060162 10.1016/j.epsr.2007.11.002 10.2514/1.27866 10.1155/2008/483857 10.1016/j.measurement.2008.02.009 10.2466/PRO.101.3.970-978 10.1016/j.ab.2008.03.006 10.1213/01.ane.0000295230.55439.f4 10.1017/S095410200600037X 10.1146/annurev.genom.7.0805.115737 10.1016/j.anl.2007.12.006 10.1016/j.aorl.2007.10.004 10.1016/j.cca.2008.02.021 10.1016/j.cplett.2008.03.001 10.1016/j.na.2008.02.061 10.1111/j.1365-2524.2007.00722.x 10.1016/j.molcata.2008.03.002 10.1016/j.cag.2005.05.010. 10.1109/ICNSC.2007.372901 10.1111/j.1525-142X.2007.00195.x 10.1007/BF02845227 10.1016/j.landusepol.2008.01.001 10.1016/j.neuroimage.2008.02.057 10.1016/j.atherosclerosis.2007.12.013 10.1007/s11450-008-2014-7 10.1002/(SICI)1097-0142(19990515)85:10<2114::AID-CNCR3>3.0.CO;2-U 10.1016/j.archger.2008.01.009 10.1111/j.1552-6569.2007.00179.x 10.1016/j.postharvbio.2007.12.005 10.1016/j.clim.2007.12.010 10.1016/j.jhin.2007.12.012 10.1038/417304a 10.1016/j.jfluidstructs.2007.10.004 10.1016/j.apal.2008.01.001 10.1080/00497870701870285 10.1109/TMI.2007.906091 10.1042/BST0360114 10.1016/j.enggeo.2007.11.005 10.1016/j.tig.2008.01.005 10.1111/j.1750-3639.2007.00121.x 10.1016/j.cbi.2008.02.012 10.1016/j.mpdhp.2007.12.001 10.1016/j.tra.2007.12.002 10.1029/JD007393 10.1016/j.cpc.2008.02.013 10.1111/j.0022-202X.2005.23909.x 10.1016/j.aorn.2007.12.001 10.1111/j.1399-6576.2007.01521.x 10.1016/j.biocon.2008.01.011 10.1016/j.jmatprotec.2008.01.031 10.1016/j.freeradbiomed.2008.03.001 10.1016/j.indmarman.2008.01.001 10.1007/s12230-008-9004-8 10.1016/j.automatica.2007.12.010 10.1016/j.aorl.2007.11.003 10.1002/anie.200705516 10.1111/j.1745-7262.2008.00333.x 10.1016/j.nima.2008.02.065 10.1021/brn700468f 10.1002/esq.1066 10.1016/j.ntt.2008.02.003 10.1016/j.jviromet.2008.01.025 10.1111/j.1708-8305.2007.00164.x 10.1016/j.tcs.2008.03.006 10.1016/j.jspi.2008.02.007 10.1016/j.jspi.2008.02.007 10.1016/j.biocel.2008.02.021 10.1016/j.chemphyslip.2008.02.011 10.1016/j.biocel.2008.02.026 10.1016/j.critrevonc.2008.01.002 10.1016/j.biocel.2008.02.026 10.1163/156854088X00212 10.1043/E-21 10.1016/j.epsl.2008.02.035 10.1016/j.fluid.2008.01.021 10.1016/j.compag.2008.01.009 10.1128/JCM.43.5.2274–2276.2005 10.1016/j.jeurceramsoc.2007.11.003 10.1016/j.enggeo.2008.02.005 10.1016/j.ode.2006.11.002 10.1002/(SICI)1098-1063(1998)8:3<198::AID-HIPO2>3.0.CO;2-G 10.1109/QELS.1996.865586 10.1016/j.forsciint.2007.11.010 10.3390/molecules13010003 10.1111/j.1552-6569.2007.00175.x 10.1016/j.jallcom.2008.01.045 10.1016/j.jsg.2008.02.017 10.1016/j.nimb.2008.03.037 QELS.1996.865586 10.1016/j.forsciint.2007.11.010 10.3390/molecules13010003 10.1111/j.1552-6569.2007.00175.x 10.1016/j.jallcom.2008.01.045 10.1016/j.jsg.2008.02.017 10.1016/j.nimb.2008.03.037 QELS.1996.865586 10.1016/j.forsciint.2007.11.010 10.3390/molecules13010003 10.1111/j.1552-6569.2007.00175.x 10.1016/j.jallcom.2008.01.045 10.1016/j.jsg.2008.02.017 10.1016/j.nimb.2008.03.037QELS.1996.865586 10.1016/j.forsciint.2007.11.010 10.3390/molecules13010003 10.1111/j.1552-6569.2007.00175.x 10.1016/j.jallcom.2008.01.045 10.1016/j.jsg.2008.02.017 10.1016/j.nimb.2008.03.037QELS.1996.865586 10.1016/j.forsciint.2007.11.010 10.3390/molecules13010003 10.1111/j.1552-6569.2007.00175.x 10.1016/j.jallcom.2008.01.045 10.1016/j.jsg.2008.02.017 10.1016/j.nimb.2008.03.037QELS.1996.865586 10.1016/j.forsciint.2007.11.010 10.3390/molecules13010003 10.1111/j.1552-6569.2007.00175.x 10.1016/j.jallcom.2008.01.045 10.1016/j.jsg.2008.02.017 10.1016/j.nimb.2008.03.037QELS.1996.865586 10.1016/j.forsciint.2007.11.010 10.3390/molecules13010003 10.1111/j.1552-6569.2007.00175.x 10.1016/j.jallcom.2008.01.045 10.1016/j.jsg.2008.02.017 10.1016/j.nimb.2008.03.037QELS.1996.865586 10.1016/j.forsciint.2007.11.010 10.3390/molecules13010003 10.1111/j.1552-6569.2007.00175.x 10.1016/j.jallcom.2008.01.045 10.1016/j.jsg.2008.02.017 10.1016/j.nimb.2008.03.037

=

Page 12: Introduction to CrossRef for Publishers

Content beyond journals…

Books Standards Proceedings Images Figures Datasets Working papers Dissertations

Page 13: Introduction to CrossRef for Publishers

Linking 5 centuries of content

Century # of DOIs deposited

17th 1,686

18th 4,200

19th 651,584

20th 20,804,031

21st 13,031,241

1665

Page 14: Introduction to CrossRef for Publishers

Member obligations:

outbound reference linking deposit all current journal articles resolve any DOI conflicts update metadata and URLs do not publicize CrossRef DOIs until links are live make plans for long term archiving

Page 15: Introduction to CrossRef for Publishers

Step-by-step

Page 16: Introduction to CrossRef for Publishers

Prefix:

Assigned to members

Format is 10.XXXX

Identifies who intially created the DOI

Prefix does not identify the current owner of the DOI

Suffix:

Unique within a prefix – a DOI can only be assigned to one item

Consistent

Logical

Easily documented

Readily implemented

Page 17: Introduction to CrossRef for Publishers

Keep it simple:

10.5664/sleep.100010.3183/NPPRJ-1986-01-03-p004-01310.3103/S000510550705003210.4260/BJFT20094508 10.1632/074069503X85526

Allowed characters:

"a-z", "A-Z", "0-9" and "-._;()/”

Establishing a suffix pattern:

http://www.crossref.org/help/CrossRef_Help_CSH.htm#02_Getting_started/Establishing_a_DOI_suffix_pattern.htm

Creating a DOI Suffix

Page 18: Introduction to CrossRef for Publishers

Publish DOI response pageResponse page must include:

bibliographic information about the item

means to access full text

the DOI

New DOI Display guidelines!

http://www.crossref.org/02publishers/doi_display_guidelines.html

CrossRef DOIs should always be displayed as permanent URLs in the online environment.

YES: http://dx.doi.org/10.5555/imadoi

NO: doi: 10.5555/imadoi

Page 19: Introduction to CrossRef for Publishers

DOIs are required on the response page, recommended on other pages:

Tables of contents

Abstracts

Full text HTML and PDF articles and other scholarly documents

Citation downloads to reference management systems

Metadata feeds to third parties

“How to Cite This” instructions on content pages

Social networking links

Anywhere users are directed to a permanent, stable, or persistent link to the content

Page 20: Introduction to CrossRef for Publishers
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Page 22: Introduction to CrossRef for Publishers

DOIs for books

Page 23: Introduction to CrossRef for Publishers

<journal><journal_metadata> <full_title>Test Publication</full_title> <abbrev_title>T27P</abbrev_title> <issn media_type='print'>99999999</issn></journal_metadata><journal_issue> <publication_date media_type='print'> <month>5</month> <day>5</day> <year>2001</year> </publication_date> <journal_volume>

submission

Handle

Thanks!

Where is my DOI?

Researcher

Publisher who did not review their submission log

CMS subscriber

Member querying for outbound links

Deposit Process

Page 24: Introduction to CrossRef for Publishers

<?xml version="1.0" encoding="UTF-8"?> …<timestamp>200706181120</timestamp> …<journal><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_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/</resource> </doi_data>

Page 25: Introduction to CrossRef for Publishers

<?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>

More info:http://www.crossref.org/help/CrossRef_Help_CSH.htm#03_The%20CrossRef%20user%20interfaces/07_Reports/System/Interpreting_reports.htm

<batch_data> <record_count>3</record_count> <success_count>1</success_count> <warning_count>1</warning_count> <failure_count>1</failure_count></batch_data>

Submission log:

Page 26: Introduction to CrossRef for Publishers

Machine interfaces

The vast majority of transactions are

made via a machine interface

Page 27: Introduction to CrossRef for Publishers

Public interfaceWeb deposit formhttp://www.crossref.org/webDeposit/

1. Enter data into form2. Form generates XML

and sends it to the system

3. DOI is deposited (or not, be sure to check your submission log)

Page 28: Introduction to CrossRef for Publishers

Accepts deposits for:

journals and articles books and book chapters conference proceedings and conference papers reports.

Web Deposit Format: http://www.crossref.org/webDeposit/

Page 29: Introduction to CrossRef for Publishers

CrossRef system public interface:

http://doi.crossref.org

Page 30: Introduction to CrossRef for Publishers

Public interfaces:

SimpleText QueryGuest Queryhttp://doi.crossref.org

Machine interfaces:

HTTP POST or GETOpenURLOAI-PMH (for CMS subscribers)

Querying for outbound links

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SimpleText Query form http://www.crossref.org/SimpleTextQuery

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Bibliographic metadata search

Author / title search

Formatted reference parsing

DOI-to-metadata Query

Build an XML Query

Guest Query formhttp://www.crossref.org/guestquery

Page 35: Introduction to CrossRef for Publishers

Next – add outbound links to references

Page 36: Introduction to CrossRef for Publishers

Outbound linking with http://dx.doi.org/

Page 37: Introduction to CrossRef for Publishers

New 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 38: Introduction to CrossRef for Publishers

Maintaining DOIs and MetadataURL update

H:[email protected];fromPrefix=10.5555;toPrefix=10.555510.5555/doi1 http://www.yoururl.com/journal/art110.5555/doi2 http://www.yoururl.com/journal/art210.5555/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 39: Introduction to CrossRef for Publishers

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 40: Introduction to CrossRef for Publishers

Reports

Recurring or static reports:

Resolution Report

Deposit Report

Missing Metadata Report

Status Report

Go-live report

Title list

As-needed reports:

Conflict

DOI Error Report

Schematron Report

Coming soon:

New system reports!

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Resolution Report

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Depositor Report

oror

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Deposit report detail

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Missing Metadata report

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Conflict reports

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compiled from reports submitted by end users

emailed nightly to technical contact

DOI Error report

Reasons for DOI Error:

a DOI was been published but not deposited

the published DOI does not match the deposited DOI

a DOI was deposited but does not resolve to the correct item

the end user misinterpreted or mistyped a DOI (i.e. confusing 1 for l or 0 for O)

Page 47: Introduction to CrossRef for Publishers

Schematron reportSchematron reports notify depositors of non-fatal deposit issues

35-40 emails sent out weekly

Alerts are generated for < 1% of deposits

Tend to identify ‘messy’ deposits

Rules updated periodically

Page 48: Introduction to CrossRef for Publishers

Schematron Warnings

page number contains under-

score2%

first page contains dash4%

last page contains

dash7%

Jr.' in surname61%

punctuation in surname

26%

Jr. in surname:Araújo JrPrata Jr.Szezech Jr.Punctuation in surname:(Earven) TribbleFrederick (Frikkie) J.Arch Marin [email protected]********Other rules:

‘ed’ ‘iss’ ‘vol’ in edition, issue, volume elements

Publication year exceeds current year by >2

Surname / title all upper case

Page 49: Introduction to CrossRef for Publishers
Page 50: Introduction to CrossRef for Publishers

Services

Powered by iThenticate

Cited-by linking

Metadata feeds to third parties

Plagiarism screening

Version verification

Page 51: Introduction to CrossRef for Publishers

http://labs.crossref.org/

Plugins for Moveable Type and Wordpress

Experimental search interfaces PDF tools DOI QR code generator

Page 52: Introduction to CrossRef for Publishers

Where to find help:

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

CrossRef support: email [email protected] or visit http://support.crossref.org

Webinars: http://www.crossref.org/01company/webinars.html

Staying up to date: Announcements forum: http://support.crossref.org/forums/147622-announcements

subscribe via RSS or email

CrossRef Quarterly: CrossRef newsletter

Annual Meetings and Workshops: more info