PILA Annual Meeting 2003 Publishers International Linking Association, Inc

1. PILA Annual Meeting 2003Publishers International Linking Association, Inc Savoy House, LondonSeptember 16th, 2003 2003 CrossRef Annual Member Meeting

2. 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 Meeting

3. 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 Meeting

4. 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 Meeting

5. 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 Meeting

6. 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 Meeting

7. 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 Meeting

8. 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 Meeting

9. 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 Meeting

10. Queries and Matches 2003 CrossRef Annual Member Meeting

11. Deposits 2003 CrossRef Annual Member Meeting

12. DOI Clicks 2003 CrossRef Annual Member Meeting

13. 2003 CrossRef Annual Member Meeting

14. 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 Meeting

15. 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 Meeting

17. 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 Meeting

18. 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 2003 CrossRef Annual Member Meeting

19. The DOI Community CERN …and more !! …and more !! …and more !! • Gateway to the DOI world • Develops and maintains • the DOI standard • Develops and maintains the • Handle system upon which • the DOI executes

20. 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 - support@crossref.org • Participate – this is your organization • Strategic session later – CrossRef - Beyond Reference Linking? 2003 CrossRef Annual Member Meeting

21. New Fee Structure 2003 CrossRef Annual Member Meeting

22. 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 Meeting

23. 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 Meeting

24. New fees - Effects • Some members will see fees go up, some will see them go down 2003 CrossRef Annual Member Meeting

25. 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 Meeting

26. 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 Meeting

27. 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 Meeting

28. Local Host • Available for flat fee • All DOIs/metadata can be delivered or a subset 2003 CrossRef Annual Member Meeting

29. 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 2003 CrossRef Annual Member Meeting