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Annual Meeting 2004 CrossRef Publishers International Linking Association, Inc. Charles Hotel, Cambridge, MA November 9 th , 2004. The Internet and CrossRef. Strategic Start.
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Annual Meeting 2004CrossRefPublishers International Linking Association, Inc Charles Hotel, Cambridge, MA November 9th, 2004
Strategic Start • Requirement: meet users expectations to add value to e-journals that don’t exist in print by enabling reference linking between scholarly journals • Tactical Problem: Bi-lateral agreements between publishers were not scalable across thousands of journals • Strategic Solution: Set up industry-wide collaboration and a standard way to link references
Strategic Start • Result: independent not-for-profit membership association founded on collaboration • Governed by scholarly publisher members • Result: technical and business infrastructure • Reference linking service and rules • DOI Registration Agency • Registration of metadata and unique, persistent identifiers (DOIs)
Mission Statement • To provide services that bring the scholar to authoritative primary content, focusing on services that are best achieved through collective agreement by publishers • Focus on benefits to end users – readers of online scholarly content
Challenges going into ‘04 • Strategic issue – how to increase use of DOI linking? • Solution: remove DOI retrieval fee • Strategic issue – how to deal with uncertainty of revenue coming from variable fees? • Solution: increase annual member fee as % of overall revenue and develop new membership categories
Challenges going into ‘04 • Substantial fee changes were carefully planned but entailed risks • Annual membership fee revenue was significantly below budget • Denial of tax exempt status • CrossRef is a not-for-profit that pays tax • Taxes paid for 2000-2004 • Re-applied for tax exempt status in September 2004
Review of 2004 • Despite challenges CrossRef has had a very good year • Substantial growth across the board • Finances are sound with a strong cash position • Significant hardware, software and network upgrades • New Services and Features: • Forward Linking, Stored Queries, Component Deposits, Unified Queries, Web Deposit Form, Local Hosting Data, Multiple Resolution
Review of 2004 • Improved publisher uptake and compliance • Increase deposits of books, reference works and conferences • New content types – components and technical reports • Database records being considered (theses and dissertations and patents on the radar) • CrossRef Search Pilot
Governance • By-laws revised in July • Quorum for annual meeting changed from one-half of members to one-third • More formal procedures for membership applications (publishers of primary original scholarly content available online) • Creation of Audit Committee of the board • More formal procedures on setting up board committees
CrossRef – firmly established • 330 Members • 733 Participating publishers • 12.7 million DOIs • 10,400 Journals, 3,300 Books, 5,800 Conference Proceedings • 5.5 million DOI clicks per month
Backfiles • Oldest content in CrossRef • Vol 1, Issue 1, 1823, The Lancet doi:10.1016/S0140-6736(01)18836-7
Publishing Industry Role • ISO ISSN Revision Committee • International DOI Foundation (IDF) • 9 Registration Agencies • Registration Agency Working Group (RAWG) • Interest from other sectors - government
Use of CrossRef DOIs • USE DOIs and GET OTHERS TO USE THEM • Include DOIs in all external data feeds to third parties • Establish DOIs as preferred mechanism for links to full text articles • Educate end users to use DOIs in citations and linking • Display DOIs in online and print journals as a standard part of bibliographic data • Encourage use of DOIs by secondary publishers • Goal: DOIs in citation exports to reference manager software (ProCite, EndNote) • Goal: move forward on journal title DOIs
Strategic Issues Going Forward • What gets assigned a CrossRef DOI? • Started with journals moving to books and conference proceedings • Components of articles (tables, images, etc), technical reports, database entries • New types: theses and dissertations and patents
Strategic Issues Going Forward • What about pre-prints, self-archived author copies of articles and Institutional Repositories? • What is “original”, non-duplicative content? • Discuss issues with libraries and IR providers • Open Access • CrossRef is business model neutral – all types of publishers welcome • Disruption in industry – publishers willing to add value by adding reference links? • Reduced industry cooperation? • Access, authentication and payment mechanisms