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.
Members can participate in Cited-by by completing the following steps:
Deposit references for one or more prefixes as part of your content registration process. Use your Participation Report to see your progress with depositing references. This step is not mandatory, but highly recommended to ensure that your citation counts are complete.
We will match the metadata in the references to DOIs to establish Cited-by links in the database. As new content is registered, we automatically update the citations and, for those members with Cited-by alerts enabled, we notify you of the new links.
Display the links on your website. We recommend displaying citations you retrieve on DOI landing pages, for example:
If you are a member through a Sponsor, you may have access to Cited-by through your sponsor – please contact them for more details. OJS users can use the Cited-by plugin.
Citation matching
Members sometimes submit references without including a DOI tag for the cited work. When this happens, we look for a match based on the metadata provided. If we find one, the reference metadata is updated with the DOI and we add the "doi-asserted-by": "crossref" tag. If we don’t find a match immediately, we will try again at a later date.
There are some references for which we won’t find matches, for example where a DOI has been registered with an agency other than Crossref (such as DataCite) or if the reference refers to an object without a DOI, including conferences, manuals, blog posts, and some journals’ articles.
To perform matching, we first check if a DOI tag is included in the reference metadata. If so, we assume it is correct and link the corresponding work. If there isn’t a DOI tag, we perform a search using the metadata supplied and select candidate results by thresholding. The best match is found through a further validation process. Learn more about how we match references. The same process is used for the results shown on our Simple Text Query tool.
All citations to a work are returned in the corresponding Cited-by query.
Page owner: Isaac Farley | Last updated 2023-April-28
