Checklist for platform migration

This checklist will help you ask the right questions of your content hosting providers when selecting a new platform. It helps ensure that you can continue to participate with us in the way you want to after a migration - without any surprises.

You can cut and paste the bits you need into your RFP, or use File > Print in your browser to save or print a copy to use in your meeting. But before you remove any sections, do check that you definitely won’t want them in the future. Even if you aren’t planning to use all the options now, it’s good to know what your chosen platform will be able to do for you in the future, and whether there will be any extra costs involved.

Record types

Is the potential provider able to register these record types with Crossref (using the relevant schema)?

Record typeAble to register?Extra charge?Charge (if applicable)
Books, chapters and reference works
Components (as part of other content)
Conference proceedings and conference papers
Journal articles
Peer review reports
Pending publications (DOIs on acceptance)
Reports and working papers
Theses and dissertations
Grants that you award

Metadata elements

Is the potential provider able to gather and register these metadata elements with Crossref?

Metadata typeAble to register?Extra charge?Charge (if applicable)
Award/grant numbers
Full-text URLs for Similarity Check
Full-text URLs for text mining
Funder IDs
License URLs (eg for Version of Record (VOR), Accepted Manuscript (AM), Text and Data Mining (TDM) or STM’s Article Sharing Framework)
Relationships (such as data, translation, preprint)
URL, publication title, authors, and dates
ROR identifiers

Other Crossref services

Is the potential provider able to support these services?

Other Crossref servicesAble to register?Extra charge?Charge (if applicable)
Cited-by display
Crossmark display
Reference linking (displaying Crossref DOIs in article reference lists)

Backfile content

Is the potential provider able to support the deposit of metadata for backfile content?

Backfile contentExtra charge?Charge (if applicable)
Will backfile content be supported?
Will backfile content be migrated at the same time as current?
Will backfile content registration happen at the same time?

DOI obligations and best practice

Is the potential provider able to support the DOI best practice and obligations?

DOI best practice and obligationsExtra charge?Charge (if applicable)
DOI display guidelines compliance

Page owner: Amanda Bartell   |   Last updated 2020-April-08