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.
Many researchers want to carry out analysis and extraction of information from large sets of data, such as journal articles and other scholarly content. Methods such as screen-scraping are error-prone, place too much strain on content sites and may be unrepeatable or break if site layouts change. Providing researchers with automated access to the full-text content via DOIs and Crossref metadata reduces these problems, allowing for easy deduplication and reproducibility. Supporting text and data mining echoes our mission to make research outputs easy to find, cite, link, assess, and reuse.
In 2013 Crossref embarked on a project to better support Crossref members and researchers with Text and Data Mining requests and access. There were two main parts to the project:
To collect and make available full-text links and publisher TDM license links in the metadata.
To provide a service (TDM click-through service) for Crossref members to post their additional TDM terms and conditions and for researchers to access, review and accept these terms.
To date, 37.5 million works registered with Crossref have both full-text links and TDM license information. We continue to encourage all members to include full-text links and license information in the metadata they register to assist researchers with TDM. You can see how each member is doing via its Participation Report (e.g. Wiley’s).
Members are also making subscription content available for text mining (temporarily or otherwise) for specific purposes, such as to help the research community with its response to COVID-19. Back in April we highlighted how this can be achieved by including:
A “free to read” element in the access indicators section of publisher metadata indicating that the content is being made available free-of-charge (gratis)
An assertion element indicating that the content being made available is available free-of-charge.
To access Crossref’s click-through tool for text and data mining, users could log in via their ORCID iD. They could then review TDM license agreements posted by Crossref members and accept, reject or postpone their decisions until later. Having agreed to a publisher’s terms and conditions this action was logged against the user’s API token which they could use when requesting full-text from the publisher.
Since the pilot in 2014, only 2 publishers have continued with the tool and fewer than 300 API tokens have been issued.
Publishers have since developed their own mechanisms for managing TDM requests. The introduction of UK (2014) / EU (2019) copyright exceptions for TDM has significantly reduced the number of requests and at the same time, more and more content is published under an open access license.
Given the low take-up of the click-through by both publishers and researchers, its goals are no longer being met. Therefore we will retire the TDM click-through in December 2020. Until that date, it will still operate for the two publishers and various researchers who use it while they finish implementing their alternative plans.
Crossref will continue to collect member-supplied TDM licensing information in metadata for individual works, and researchers can continue to find this via the Crossref APIs.