PID strategies are being written around the world right now, and the decisions being made will shape the scholarly record for decades. After 25 years running open scholarly infrastructure—now on behalf of 25,000 members in 167 countries—Crossref has an informed perspective on what those decisions should ideally rest on. Today we’re setting it out in our’s first position paper: Persistent identifiers in research infrastructure policy: the need for a holistic approach. You can read it online or download the PDF; it’s a 16-minute read.
Research is rarely limited to a single contributor performing a single role. Behind every research output are people contributing in various ways: software development, data analyses, methodology design, and much more. Often, the same person contributes in several of these ways. Until now, Crossref metadata could only capture part of that picture, but this is changing with Schema 5.5.
Through user experience research (UXR) initiatives that take into account our diverse membership and community, we can have a continuous, deeper understanding of the role of metadata in our members’ workflows, and ensure that our work continues to meet our community’s needs. Your support is the key to this process, and will positively impact the wider community - and if you’d like to start today, you can take part in our latest initiative: help us improve our Events page by sharing your thoughts on the page’s feedback form.
Our 2026 Community Update took place on 13 May. Two calls, one for the eastern and one for the western time zone, highlighted how our global community is growing, how we’re refining the metadata that supports trust in the scholarly record, and connecting records more effectively through our latest tools.
Many researchers want to carry out analysis and extraction of information from large sets of data, such as journal articles and other scholarly content. Methods such as screen-scraping are error-prone, place too much strain on content sites and may be unrepeatable or break if site layouts change. Providing researchers with automated access to the full-text content via DOIs and Crossref metadata reduces these problems, allowing for easy deduplication and reproducibility. Supporting text and data mining echoes our mission to make research outputs easy to find, cite, link, assess, and reuse.
In 2013 Crossref embarked on a project to better support Crossref members and researchers with Text and Data Mining requests and access. There were two main parts to the project:
To collect and make available full-text links and publisher TDM license links in the metadata.
To provide a service (TDM click-through service) for Crossref members to post their additional TDM terms and conditions and for researchers to access, review and accept these terms.
To date, 37.5 million works registered with Crossref have both full-text links and TDM license information. We continue to encourage all members to include full-text links and license information in the metadata they register to assist researchers with TDM. You can see how each member is doing via its Participation Report (e.g. Wiley’s).
Members are also making subscription content available for text mining (temporarily or otherwise) for specific purposes, such as to help the research community with its response to COVID-19. Back in April we highlighted how this can be achieved by including:
A “free to read” element in the access indicators section of publisher metadata indicating that the content is being made available free-of-charge (gratis)
An assertion element indicating that the content being made available is available free-of-charge.
To access Crossref’s click-through tool for text and data mining, users could log in via their ORCID iD. They could then review TDM license agreements posted by Crossref members and accept, reject or postpone their decisions until later. Having agreed to a publisher’s terms and conditions this action was logged against the user’s API token which they could use when requesting full-text from the publisher.
Since the pilot in 2014, only 2 publishers have continued with the tool and fewer than 300 API tokens have been issued.
Publishers have since developed their own mechanisms for managing TDM requests. The introduction of UK (2014) / EU (2019) copyright exceptions for TDM has significantly reduced the number of requests and at the same time, more and more content is published under an open access license.
Given the low take-up of the click-through by both publishers and researchers, its goals are no longer being met. Therefore we will retire the TDM click-through in December 2020. Until that date, it will still operate for the two publishers and various researchers who use it while they finish implementing their alternative plans.
Crossref will continue to collect member-supplied TDM licensing information in metadata for individual works, and researchers can continue to find this via the Crossref APIs.
