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2003 CrossRef Annual Member Meeting1
PILA Annual Meeting 2003Publishers International Linking Association, Inc
Savoy House, London
September 16th, 2003
2003 CrossRef Annual Member Meeting2
Generational Change
• 73% of students use the Internet more than the library; only 9% use the library more than the Internet for information searching
• Pew Internet and American Life Project College Students Survey. http://www.pewinternet.org/
2003 CrossRef Annual Member Meeting3
Losing Readers• Many students are likely to use information
found on search engines and various Web sites as research material…and faculty often report concerns about the number of URLs included in research paper bibliographies and the decrease in citations from traditional scholarly sources. Pew Internet and American Life Project College Students Survey. http://www.pewinternet.org/
2003 CrossRef Annual Member Meeting4
CrossRef’s Purpose
• Collective action to make it easier for end users to get to authoritative content– Reference linking is core activity
• CrossRef has reached critical mass and is having a positive impact on readers of online scholarly content
2003 CrossRef Annual Member Meeting5
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
2003 CrossRef Annual Member Meeting6
CrossRef’s Role• Non-profit membership association
– Reference linking service
– DOI Registration Agency• Registration of metadata and unique, persistent identifiers
– Standards and Guidelines• Reference linking, metadata and DOI guidelines
• Improvements to existing system and new services• CrossRef beyond reference linking?
2003 CrossRef Annual Member Meeting7
Executive Director’s Report– 2003: continued growth and move towards financial
stability– “New System” 1 year old – vast improvement and more
resources for direct technical support– New features & functionality regularly added during
2003• Parameter passing, DOI history and conflict reports, tracking
IDs, XML query and response formats, failed query reports, new web reports, switch to XML schema
• Query Match Alert (Forward Matching)• Forward linking project underway
– Publisher implementation is critical
2003 CrossRef Annual Member Meeting8
2003 Accomplishments
• CrossRef Search Prototype and End User Survey completed and posted on website
• Library fee dropped in May
• New fee structure finalized for 2004
• Updated Membership Agreement
• Non-linking fee
• CrossRef is a voting NISO member
2003 CrossRef Annual Member Meeting9
Current Stats• 241 Members (152 last year)
• 25 Affiliates/8 Agents• 145 Libraries (40 last year)
• 8.7 million DOIs (5 million last year)
• 8400 Journals (6500 last year)
• 3.6 million DOI clicks (7-fold increase since January 02 in DOI use – this is users clicking and traffic to publishers’ sites
2003 CrossRef Annual Member Meeting10
Queries
01,000,0002,000,0003,000,0004,000,0005,000,0006,000,0007,000,0008,000,0009,000,000
10,000,00011,000,00012,000,00013,000,00014,000,00015,000,00016,000,000
Jan-02 Mar-02 May-02 Jul-02 Sep-02 Nov-02 Jan-03 Mar-03 May-03 Jul-03
Month
# of Queries
Matches
Queries and Matches
2003 CrossRef Annual Member Meeting11
0
30,000
60,000
90,000
120,000
150,000
180,000
210,000
240,000
270,000
300,000
330,000
360,000
390,000
420,000
450,000
480,000
Backfile Articles
Current Article
Deposits
2003 CrossRef Annual Member Meeting12
DOI Clicks
DOI Clicks
0
500,000
1,000,000
1,500,000
2,000,000
2,500,000
3,000,000
3,500,000
4,000,000
DOI Clicks
2003 CrossRef Annual Member Meeting13
Members and Journals
0
50
100
150
200
250
November-01 February-02 May-02 September-02 December-02 March-03 June-03 October-03
Month
0
1000
2000
3000
4000
5000
6000
7000
8000
9000
Members
Journals
2003 CrossRef Annual Member Meeting14
Non-linking• Non-linking fee imposed in April 2003• Linking is an obligation of membership
– Fairness of system depends on this
– Quid Pro Quo – “I link to you and you link to me”
• In early 2003 about 50% of members were linking (however ~85% of CrossRef content is linked!)
• Non-linking fee has helped – 60% of members now linking – but more is needed
2003 CrossRef Annual Member Meeting15
DOIs and Linking• USE DOIs and GET OTHERS TO USE THEM
– Include DOIs in all external data feeds to third parties– Preferred mechanism for links to full text articles
• Display DOIs in online and print journals as a standard part of bibliographic data - encourage secondaries to do the same
• http://dx.doi.org/ is the central point for linking DOIs
• Educate end users
2003 CrossRef Annual Member Meeting17
DOIs and OpenURL• OpenURL is not an alternative to CrossRef and
DOIs – they work together• The DOI system and CrossRef are OpenURL
aware and therefore publishers are OpenURL through use of CrossRef and DOIs.
• CrossRef and the DOI system are OpenURL enabled
• CrossRef has an OpenURL interface and will be working to integrate Multiple Resolution with local link servers
2003 CrossRef Annual Member Meeting18
IDF Update• CrossRef is an IDF RA and on board of
directors, TWG and RAWG• Seven Registration Agencies (RAs)
– More active collaboration and development of DOI system
– Registration Agencies Working Group (RAWG)
• CrossRef chairing this group which is now actively working on IDF governance
The DOI Community
…and more !!…and more !!
CERN
…and more !!
• Gateway to the DOI world
• Develops and maintains the DOI standard
• Develops and maintains the Handle system upon which the DOI executes
2003 CrossRef Annual Member Meeting20
Ongoing Issues• Publishers need to take advantage of new features:
– Tracking IDs, XML Query Format, Query Matching Alerts
– Forward Linking will take some work to be effective
• Members need to deposit AND to link references!– Support is available - [email protected]
• Participate – this is your organization• Strategic session later – CrossRef - Beyond
Reference Linking?
2003 CrossRef Annual Member Meeting21
New Fee Structure
2003 CrossRef Annual Member Meeting22
New Fee Structure – Why?
• Retrieval fee was a barrier to DOI use (i.e. less traffic to publishers) – disincentive to link isn’t good
• Too little revenue was from membership fee (only 5%) and it was based on journals– System costs are fixed so a better balance was
needed between fixed fees and transaction fees
2003 CrossRef Annual Member Meeting23
New Fees – benefits• DOI retrieval fee eliminated – increased
DOI use and increased traffic to publishers– Compares favorably with OpenURL
• Membership fee is based on organization size (lowest is $250) and provides a good base (39% of revenue)
• Budgeting will be easier• Deposits are connected to system use
2003 CrossRef Annual Member Meeting24
New fees - Effects
• Some members will see fees go up, some will see them go down
# 2003 2004Membership $1,000 $30,000Current 11,586 $8,690 $11,586Back 37,113 $5,567 $6,309Retrieval 513,511 $56,486 $0
$71,743 $47,895 -33%
# 2003 2004Membership $1,000 $7,500Current 5,319 $3,989 $5,319Back 409 $61 $70Retrieval 0 $0 $0
$5,051 $12,889 155%
2003 CrossRef Annual Member Meeting25
Annual Membership
• 7 categories
• Calendar year billing
• Total publishing revenue
• Largest legal entity
• Self categorization (we’ll do it if you don’t)
• Fee covers all types of deposits
2003 CrossRef Annual Member Meeting26
Deposit
• Current $1 – current calendar year and previous two calendar years – rolling basis
• For 2004 current is 2002-2004
• Backfile $0.17 – 2001 and earlier
2003 CrossRef Annual Member Meeting27
Premium Query Account
• Individual queries can be sent to the system or batches can be sent– Some send queries when users click a reference
(not optimal method)– Response time is not guaranteed
• Software will enable “real-time” queries w/dedicated connection to CrossRef– More resources so more expensive
2003 CrossRef Annual Member Meeting28
Local Host
• Available for flat fee– All DOIs/metadata can be delivered or a subset
2003 CrossRef Annual Member Meeting29
Affiliate/Agent Fees• Standard Query account for affiliates – retrieve
DOIs for flat annual fee• Premium Query account (as for members)• Agent acts on behalf of publishers (Extenza, HighWire,
Ingenta)
• Sponsoring Agent – collection of material acting like publisher (Project Muse, BioOne)
• Linking Solutions Partner – build access into systems (Ex Libris, Endeavor) for libraries