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.
The Crossref Grant Linking System (GLS) is a service for research funders to contribute to open science infrastructure. As members of Crossref, funders create unique links and open metadata about their support of all kinds, from financial grants to prizes to use of facilities. This metadata is distributed at scale openly and globally and the unique links are acknowledged in any outputs of the funding, such as publications, preprints, data and code - in order to streamline the reporting process.
Background to the Grant Linking System
In 2017, our board agreed that connecting more intentionally with research funding should be a key strategic priority for the Crossref infrastructure which already supported all kinds of research outputs like articles, preprints, standards, datasets, etc. Whilst the scholarly community has long been linking persistently between articles and other objects (Crossref), people (ORCID), and institutions (ROR), the record of the award was not captured in a consistent way across funders worldwide. Researchers and publishers have long been acknowledging funders in their publication metadata but the grants themselves were not easily and persistently linked up with the literature or with researchers or with institutions.
After a board motion in 2017, we reconvened our Funder Advisory Group and worked with other community partners such as Europe PMC to create a new strategic plan. Part of that work was to agree on a sustainability model and fee schedule, and to design a schema that would capture relevant metadata about grants and projects, and in 2019 we launched the Crossref Grant Linking System (GLS).
Now, over 35 funders have joined as members of Crossref created over 125,000 grants with metadata records and globally unique persistent links that can be connected with outputs, activities, people, and organizations.
Features of the Grant Linking System
Globally unique persistent link and identifier for each grant
Connected with 160 million published outputs
Funder-designed metadata schema, including project, investigator, value, and award-type information
Distributed openly to thousands of tools and services
Open search and API for all to discover funding outcomes
Crossref-hosted landing pages
A global community of ~50 funder advisors and >35+ funders already in the Grant Linking System
Membership of Crossref; influence the foundational infrastructure powering open research
What our GLS funder members say
Research funders are a part of the scholarly communications system. We not only provide the funding to do the actual research but can also be the authoritative source of data about the projects we have funded and the outputs arising from that funding. Increasingly, all these elements – grants, researchers, outputs - are linked with persistent identifiers to ensure that research is findable and accessible. As part of its open science policy, NWO will start participating in the Crossref Grant Linking System from July 2025
– Hans de Jonge, Director of Open Science NL, part of the Dutch Research Council (NWO)
Grant DOIs enhance the discovery and accessibility of funded project information and are one of the important links in a connected research ecosystem. I’m grateful and proud to contribute to the robustness and interconnectedness of the research infrastructure. Few funders are currently participating in the Crossref Grant Linking System, and I encourage others to consider doing so. This adoption follows the “network effect,” where the value and utility increase as more people participate, encouraging even wider adoption.
– Kristin Eldon Whylly, Senior Grants Manager and Change Management Lead at Templeton World Charity Fund (TWCF)
The initiative by FCT to assign unique DOIs to national public funding through Crossref is a game-changer for open science, linking funding directly to scientific outcomes and boosting transparency. Join us in this effort—let’s make every grant count and ensure open access to research information!"
– Cátia Laranjeira, PTCRIS Program Manager at Fundacao para a Ciencia e a Tecnologis (FCT Portugal)
In applying for funding, researchers benefit from:
Reduced data entry and improved reusability of information in applications
Better tailored institutional support
Improved targeting and design of career supporting interventions from funders
Improved review
Easier completion of applications
In conducting research, researchers can benefit from:
Boosted current awareness
Easier access to facilities
Reduced administrative overhead
In publishing researchers benefit as authors and as readers from:
Shorter publication delays
Simplified acknowledgement processes
Critical awareness of any potential bias
Richer context and simplified discovery
Reduced uncertainty and administration around policy compliance
In reporting on their activities to funders:
Improved reporting experiences
A shift from data collation/entry to verification
Easier acknowledgement of support for their careers
In building their careers:
Boosted impact and enhanced visibility
As collaborators, from better understanding of the contributions of others and improved recognition for their own contributions
Clearer, more complete and complex career records
Enhanced career recognition and support
More diverse data sources for recognition and reward
At every stage, the core benefits for researchers include:
Better career representations and reputational enhancement
Simplified administration, reporting and application processes with reduced overhead and duplication of effort
Better intelligence about research support and future opportunities for funding and collaboration
Funder-designed metadata model
One thing to note about Crossref grant records is that they can be registered for all sorts of support for research, such as awards, use of facilities, sponsorship, training, or salary awards. Essentially any form of support provided to a research group. The award type list (agreed by the Funder Advisory Group) is currently:
award: a prize, award, or other type of general funding
contract: agreement involving payment
crowdfunding: funding raised via multiple sources, typically small amounts raised online
endowment: gift of money that will provide an income
equipment: use of or gift of equipment
facilities: use of location, equipment, or other resources
fellowship: grant given for research or study
grant: a monetary award
loan: money or other resource given in anticipation of repayment
other: award of undefined type
prize: an award given for achievement
salary-award: an award given as salary, includes intramural research funding
secondment: detachment of a person or resource for temporary assignment elsewhere
seed-funding: an investor invests capital in exchange for equity
training-grant: grant given for training
Take a look at the metadata schema described in our schema markup guide for grant metadata, to see the details of how to send (or retrieve) metadata including investigators, funding values and types, unlimited numbers of projects with titles and descriptions, and more.
Outcomes: funding and outputs connected
Matching and analyses
Over the years, since the Grant Linking System has evolved, we have been closely watching and analysing the effects of all funding data on the global Crossref infrastructure. This round-up of some of the community's analyses shows the breadth of applications.
In 2024, we updated some matching on award IDs in publications with grants registering in Crossref, really showing the linking system in effect.
Publishers have been including funding acknowledgements in their publication metadata at Crossref for over a decade. But they did not have a persistent link to allow seamless linking between article and grant. Now with the Crossref system they do - and as more and more funders join and register grants with us, more and more publishers will start to pick these up and include them in their article (and other) metadata. In fact, all 20,000 Crossref members have a responsibility to use Crossref links wherever they can, in reference lists, on interfaces, in search engines, etc.
Real life example from eLife<->Wellcome of the GLS in action
This unique Crossref link https://0-doi-org.libus.csd.mu.edu/10.7554/eLife.90959.3 is for an eLife article that displays another unique Crossref link (https://0-doi-org.libus.csd.mu.edu/10.35802/212242) to the Wellcome grant on the Europe PMC page.
The same example now in the metadata using the funder-designed metadata schema for relationship is-financed-by.
That’s an example of funders and their grants and publishers and their publications connecting together, using the Grant Linking System within the global open science infrastructure.
The role of Grant Management Systems
Following Europe PMC helping Wellcome and their other funders to create Crossref XML and host landing pages on their site, and Altum’s ProposalCentral integrating with Crossref since 2021, in 2024, the GLS started to see increased interest from other systems in integrating with Crossref. One such example is an open-source plugin for Fluxx, which was kindly funded by OA.Works: https://github.com/oaworks/create-grant-doi-in-fluxx.
We’re currently reviewing and supporting Crossref integrations within a number of other Grant Management Systems and will add a list of those integrations here soon. Please get in touch if you are able to contribute to this work.
Getting started
If you’re reading this far you must be about ready to get going. You’ll be joining Wellcome, European Research Council, NWO - Dutch Research Council, FWF - Austrian Science Fund, FCT - Foundation for Science and Technology, Portugal, JST - Japan Science and Technology Agency, CSIRO, Melanoma Research Alliance, OSTI at the US Department of Energy, and many other Crossref funder members.
You will need to be a Crossref member in order to participate in the Grant Linking System and register unique links for your grants.
Once you’re a member (or in preparation for becoming one), take a look at our documentation on registering grants which will walk you through what you need to know and what information you can to send to Crossref (which makes it globally and openly distributed at scale through our APIs). Some things you will need:
Unique landing page for each grant, which should always also display the unique link
An Open Funder Registry ID (find yours by searching for your organisation at search.crossref.org/funding) and noting the ID in the URL (or ask us)
Ability to create and send XML metadata OR allocate staff to register using the manual form funded by the Moore Foundation
Map your internal award types to the Crossref award types
Create communications for your awardees and/or include the Grant Linking System in your agreements. We’ve compiled a few examples below.
Membership & fees
Funders who would like to participate in the Grant Linking System and register their research grants should apply to join as a member. In some cases, your organization may already be a member - so we’ll check on that for you as you may be able to register grants under you existing membership. Membership comes with obligations to maintain the metadata record for the long term; our membership terms sets these out. You will also be able to participate in Crossref governance such as voting in or standing for our annual board elections - it’s very much encouraged to maintain funder voices in the oversight of Crossref. Your first year’s membership invoice needs to be settled before a DOI prefix is assigned and your grant registrations can begin.
We have an introductory fee structure for funders which includes for a much lower annual membership fee (from USD $200 to USD $1200 depending on annual award value) and a higher per record fee of USD $2.00 for current grants and USD $0.30 for older grants. This fee schedule was proposed by the original Advisory Group of funders and approved by the board in 2018. It allows the cost to be budgeted into the grant itself, rather than through the often non-existent administration or operations budgets. Please see our fees page for more information. Please note that fees may be changed as part of the Resourcing Crossref for Future Sustainability (RCFS) Program that started in 2024.
Communicating with grantees
Some of our members have shared their standard notifications with the rest of the funder group. Some funders include mention of the Crossref unique link in their contracts, on acceptance, and some in emailed or online guidance. Some specify how the awardee should acknowledge their funding. We’ve noted a few examples that can be adapted depending on your process:
In an email notification
Dear [principle investigator],
Through Crossref, [funder name] has assigned a globally unique identifier to your grant: https://0-doi-org.libus.csd.mu.edu/10.#####/#####. We ask that this link is used in all instances when referencing our funding such as when submitting a journal article, or when posting other elements of your research (e.g. preprints, data). Please enter this unique identifier link in the Award Number field (or equivalent) if one is available, and in the funding acknowledgement section of your work (sample included). The publisher can then collect it and associate it with your work.
This will help to accurately identify and recognize any funding you have received, connect your research outputs with the grant automatically, streamline the reporting process, track the outputs of the grant. It can also boost the impact of your research and demonstrate your accomplishments to other funders and the rest of the research community.
Please use the following text to acknowledge the funding: “This publication is based on research supported by [funder name] (open funder registry ID ##########) under the grant https://0-doi-org.libus.csd.mu.edu/10.#####/#####”.
Further details are available […link to guidance as relevant].
In an agreement
Communications clause: Any publication based on or developed under the Grant must, unless otherwise requested by the Grantor, contain an acknowledgment in the following or similar language that includes the Grantor’s open funder registry identifier and the Grant digital object identifier (DOI): “This publication is based on research supported by [funder name] (open funder registry ID ##########) under the grant https://0-doi-org.libus.csd.mu.edu/10.#####/#####".
Acknowledgements
In mid-2024, we celebrated five years of grant linking! While thanks certainly go to our current volunteers from the funding community, we acknowledge that the GLS would not have been possible without early dedicated time and input from the following people and organisations on our working groups for governance and fees, and for metadata modelling:
Yasushi Ogasaka and Ritsuko Nakajima, Japan Science & Technology Agency
Neil Thakur and Brian Haugen, US National Institutes of Health
Jo McEntyre and Michael Parkin, Europe PMC
Robert Kiley and Nina Frentop, Wellcome
Alexis-Michel Mugabushaka and Diego Chialva, European Research Council
Lance Vowell and Carly Robinson, OSTI/US Dept of Energy
Ashley Moore and Kevin Dolby, UKRI/Medical Research Council/Research Councils UK