In our previous instalments of the blog series about matching (see part 1 and part 2), we explained what metadata matching is, why it is important and described its basic terminology. In this entry, we will discuss a few common beliefs about metadata matching that are often encountered when interacting with users, developers, integrators, and other stakeholders. Spoiler alert: we are calling them myths because these beliefs are not true! Read on to learn why.
We’ve just released an update to our participation report, which provides a view for our members into how they are each working towards best practices in open metadata. Prompted by some of the signatories and organizers of the Barcelona Declaration, which Crossref supports, and with the help of our friends at CWTS Leiden, we have fast-tracked the work to include an updated set of metadata best practices in participation reports for our members.
It’s been a while, here’s a metadata update and request for feedback In Spring 2023 we sent out a survey to our community with a goal of assessing what our priorities for metadata development should be - what projects are our community ready to support? Where is the greatest need? What are the roadblocks?
The intention was to help prioritize our metadata development work. There’s a lot we want to do, a lot our community needs from us, but we really want to make sure we’re focusing on the projects that will have the most immediate impact for now.
In the first half of this year we’ve been talking to our community about post-publication changes and Crossmark. When a piece of research is published it isn’t the end of the journey—it is read, reused, and sometimes modified. That’s why we run Crossmark, as a way to provide notifications of important changes to research made after publication. Readers can see if the research they are looking at has updates by clicking the Crossmark logo.
You can now easily search for publications and add them to your ORCID profile in the new beta of Crossref Metadata Search (CRMDS). The user interface is pretty self-explanatory, but if you want to read about it before trying it, here is a summary of how it works.
When you go to to CRMDS, you will see that there is now a small ORCID sign-in button on the top right-hand side of the screen.
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Clicking on this button allows you to connect CRMDS to your ORCID profile and authorises CRMDS to add publications to your profile. First, if you are not already logged into ORCID, CRMDS will ask ORCID to log you in:
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Once you have logged in, ORCID will ask you if you want to allow CRMDS to be able to view and update your ORCID profile:
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After you authorise CRMDS to access your profile, you will be returned to the CRMDS screen and the top right corner of the CRMDS page will indicate that you have connected to your ORCID profile (note, you can always de-authorise CRMDS from accessing your ORCID profile in your ORCID settings):
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Once you are logged in, you can enter search terms that are likely to return records of your publications:
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Each search result will show an icon telling you whether that particular item is visible in your ORCID profile. If the item is not in your ORCID profile, you see an icon like this:
And if the item is already in your ORCID profile, you will see an icon like this:
In the following search results you can see that 1 item is already in Josiah Carberry’s profile, and 2 items are not:
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Clicking on the “Add to Profile” button will confirm that you want to add the specified publication to your ORCID profile:
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After clicking on “Yes” to add the publication to your profile, the search results will refresh to reflect that the item has been added.
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You can then just continue searching for and adding any publications that are not in your ORCID profile.
Note that, occasionally, you may see an orange icon that says that an item is “Not Visible”
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This only occurs when you have previously added an item to your profile using CRMDS and then either:
Set the ORCID privacy for that particular work item to “Private” in your ORCID profile.
Deleted the work from your ORCID profile.
Unfortunately, CRMDS has no way to determine which of these two events occurred However, If you click on the “Not Visible” icon, you will be prompted with two ways to resolve this issue. Either you can:
Reset the privacy settings on the specified work to “Public” or “Limited”
Confirm to CRMDS that you have deleted the item from your profile.
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If the issue was your privacy settings, then once you have changed the privacy settings to public/limited you can simply click on the “Refresh” button and CRMDS will reflect the correct status of the work.
The best way to avoid this kind of confusion is to go to your ORCID settings and set the default privacy level for “works” to either “limited” or “public.”
Crossref Metadata Search is still a “Crossref Labs” project and, as such, we are very interested to hear feedback on this new ORCID functionality for CRMDS. Please send comments, etc. to:
