The Crossref Curriculum

Setting up as a member

When you join as a Crossref member, you provide us with contact details for at least three different people at your organization. These people undertake five important roles to make your relationship with Crossref and the rest of the community a success.

  • The Business contact - this person will be our key contact at your organization. They receive product and service updates, and we contact about things like changes to terms or service agreements. They also receive our monthly resolution reports showing failed resolutions on your DOIs
  • The Voting contact - this person will vote in our Board elections. The Voting contact is often the same person as the Business contact
  • The Technical contact - this person will receive technical updates, DOI error reports, and conflict reports to help you solve problems with your content quickly
  • The Metadata contact - this person will be responsible for fixing any metadata errors that are spotted by the scholarly community
  • The Billing contact - this person will receive invoices from us and pay the annual membership and ongoing content registration fees.

After you’ve paid your membership fee, we set you up with your own unique prefix that you will use to create your DOIs. We’ll send you a Welcome email with your prefix, which includes your Crossref username and password that you’ll need to log in to our content registration systems. If you work with a third party (such as a platform provider or typesetter) to register your content with Crossref, let us know when you apply.

Choosing a content registration method

Your first decision is which of our content registration methods to use. There are six ways to register content with us: three helper tools which will convert your text-based information into XML, and three ways to deposit metadata as XML.

Helper tools

  • Web deposit form - you can use this form to register metadata for journals, books, conference proceedings, reports, and dissertations.
  • Crossref plugin for OJS (Open Journal Systems) - you can use this helper tool if you’re using the Open Journal Systems publishing platform.
  • Metadata Manager (beta) - our new Metadata Manager tool is currently in beta and can only be used with journal content, but it offers a simple way to register and update metadata, for both single and multiple deposits.

Direct deposit of XML

Which content types can you register through which deposit method?

Content type / Deposit method Metadata Manager Web deposit form Crossref plugin for OJS XML (via the web deposit form, admin tool, or HTTPS POST)
Books and chapters Not yet Yes No (OJS is a journal platform) Yes
Conference proceedings Not yet Yes No (OJS is a journal platform) Yes
Datasets No No No (OJS is a journal platform) Yes
Dissertations No Yes No (OJS is a journal platform) Yes
Journals and articles Yes Yes Yes Yes
Peer reviews No No No (OJS is a journal platform) Yes
Posted content (including preprints) No No No (OJS is a journal platform) Yes
Reports and working papers No Yes No (OJS is a journal platform) Yes
Standards No No No (OJS is a journal platform) Yes

Which deposit methods can I use to register pending publications?

Metadata Manager Web deposit form Crossref plugin for OJS XML (via the web deposit form, admin tool, or HTTPS POST)
Pending publication No No No Yes

Last Updated: 2020 April 8 by Amanda Bartell