Profound changes to scholarly communications have been taking place since the advent of the World Wide Web and changes are continuing. Publishers and librarians are facing a new generation of students, researchers and scientists. The Pew Internet and American Life Project The Internet goes to College (Jones, 2002)found that 73% of students use the Internet more than the library for information searching. The Survey also revealed a danger for publishers of scholarly journals - that of losing readers. To quote from the survey:
In order to counter these trends, publishers and librarians must work together to make it easy for users to access authoritative scholarly sources online. This can be difficult to do since users' expectations of online journals have increased dramatically over the last 8 years and continue to increase. For most users these days content must be online and it must be linked. If it's not linked, it doesn't exist. Linking on the web works very well in conjunction with traditional references in journals. The practice of citing other articles has been around since the first journals appeared in the 17th century and it's a crucial part of the scientific process. So naturally, with online journals there is immense value in users being able to go to a cited item with one or two clicks.
Another important trend is the development of the article economy - journal issues are becoming less important. Most publishers now post articles online, “ahead of print”, without volume, issue and page number, and for many journals the e-article is the article “of record”. Because of this trend and the need for reference links, uniquely identifying each article, creating standardized metadata and creating a system to link references are of critical importance for publishers.
The Digital Object Identifier (DOI) is the answer to uniquely identifying content online. The DOI has been called a bar code for digital objects. It's a string of letters and numbers that uniquely identifies a piece of content and provides a persistent link to the location of the content. Broken and outdated URLs are a real problem on the web and DOIs help to solve this problem. DOIs are flexible and can be assigned to any type of content at any level of granularity - for example a DOI can be assigned to an article and to a figure, image or table from an article. Or looking at larger groupings, a DOI can be assigned to a book or a journal at the title level. The basic rule is that you identify whatever you need to identify. A DOI number is registered, along with a URL, in the central DOI system. By sending a DOI to the DOI Directory the user is linked to the URL registered by the publisher. The DOI Directory comes into play when a user clicks on a DOI link - the DOI system automatically resolves the DOI to the URL deposited by the publishers. This happens as an automatic redirect in the user's browser . Adding this level of indirection through a central DOI Directory helps ensure that DOIs are persistent. While the location of content may change, or ownership of content might change, the DOI itself does not change. Of course, publishers have an obligation to keep the URL up-to-date. The DOI supplements the traditional bibliographic data, it doesn't replace it.
CrossRef is a non-profit membership association of publishers. By creating a non-profit membership organization, with by-laws and rules of fair play, the publishers overcame most of their competitive fears by creating a level playing field. CrossRef provides both a technical and a business infrastructure to enable linking and also provides a structure for determining policies and resolving issues. And, importantly, CrossRef establishes a central source for linking without the need for publishers to negotiate bi-lateral agreements and processes with other publishers. The CrossRef mission statement is: “To provide services that bring the scholar to authoritative primary content, focusing on services that are best achieved through collective agreement by publishers”.
CrossRef is also an official IDF (International DOI Foundation) Registration Agency (RA). This means that CrossRef is officially authorized to register DOIs for its members. The IDF runs the global DOI system and sets the basic standards for how DOIs work and what metadata is needed. As an RA, CrossRef uses the infrastructure provided by the IDF but also actively works with the IDF and other RAs on developing the DOI system. CrossRef sets the specific rules for DOIs and metadata for the scholarly community, collects the metadata and DOIs and represents its members on the IDF board, Technical Working Group and the Registration Agencies Working Group. CrossRef also works with, and establishes, guidelines and standards. For instance, CrossRef has many rules to insure that linking is reciprocal and fair across all its member publishers. Also, this year we published DOI Guidelines on the use of DOIs in journal articles and citations.
CrossRef started with journal articles and is adding conference proceedings and book content. In addition, while STM publishers started CrossRef, members now include large and small publishers from all areas of scholarly communications. Discussions have also started about adding theses and dissertations. In addition there is a whole area of gray literature to consider.
CrossRef is working on what is called “forward linking”. Starting in 2004, when publishers register a DOI and the metadata for an article, they will also deposit the references for the article. This will enable CrossRef to connect an article to other articles that cite it and provide “cited by” links. It will be optional for publishers to provide their references for this service. The service will be used by publishers to add “cited by” links to their websites. Many publishers are already providing “cited by” links, but only within one system or platform (HighWire Press, IOP) - the CrossRef service will potentially extend this functionality across many journals.
In the online world collaboration and standards are necessary to meet end users' ever growing demands. CrossRef provides an organization for publishers to collaborate with one another on reference linking, but it also enables publishers to work with libraries. CrossRef worked closely with libraries and library vendors on the solution to the appropriate copy problem by integrating DOIs, CrossRef and OpenURL. We hope to continue this type of collaboration in the future.
BioMed Central. http://www.biomedcentral.com/
DOI - Digital Object Identifier system. http://www.doi.org/index.html
DOI Directory. http://dx.doi.org/
IDF - International DOI Foundation. http://www.doi.org/
NISO - National Information Standards Organization. http://www.niso.org/index.html
PLoS - Public Library of Science. http://www.publiclibraryofscience.org/
LIBER Quarterly, Volume 14 (2004), No. 1