CrossRef/PILA Annual Meeting
Fairmont Copley Hotel, Boston
September 25th, 2002
2002 CrossRef Annual Member Meeting
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'Journals are the principal means by which scientific
knowledge is disseminated. The market, which operates
worldwide, has a number of features that suggest that
competition may not be working effectively. However,
market forces harnessing new technology may change
this without the need for intervention.'
John Vickers, Director General of Fair Trading, The market for
scientific, technical and medical journals-A statement by OFT. (UK
Office of Fair Trading) PN 55/02 9 September 2002
2002 CrossRef Annual Member Meeting
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CrossRef’s Mission(s)
• To do collectively what can’t be done
individually
– Use technology to improve scholarly
communications by making content acquisition
and discovery easier for scholars
– Add value to content
– Provide better services to libraries
2002 CrossRef Annual Member Meeting
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CrossRef’s Role
• Non-profit membership association
– Reference linking service
– DOI Registration Agency
• Registration of metadata and unique, persistent
identifiers
• Representation on IDF Board, TWG and RAWG
– Standards and Guidelines
• Rules governing metadata and linking
• DOI Guidelines – using DOIs
2002 CrossRef Annual Member Meeting
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Executive Director’s Report
• 2002 – many new things
– New Director of Technology (Chuck Koscher) and
System Support Analyst (Tim Pickard)
– New Offices in Lynnfield, MA
– New website
– New System is live!
2002 CrossRef Annual Member Meeting
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Current Stats
• 157 Members (91 in September 2001, 61 in
November 2000, 45 in September 2000)
• 23 Affiliates/8 Agents
• 50 Libraries
• 5 million articles (3.7 million articles December
2001, 2 million in November 2000)
• 1.2 million DOI resolutions/month (600,000 900,000 in December 2001)
2002 CrossRef Annual Member Meeting
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Members
180
160
Number of Members
140
120
100
Members
80
60
40
20
0
Sep-00
Nov-00
Jan-01
Mar-01
May-01
Jul-01
Sep-01
Date
Nov-01
Jan-02
Mar-02
May-02
Jul-02
Sep-02
Journals in CrossRef
7000
6000
Number of Journals
5000
4000
Journals
3000
2000
1000
0
Sep-00
Nov-00
Jan-01
Mar-01
May-01
Jul-01
Sep-01
Date
Nov-01
Jan-02
Mar-02
May-02
Jul-02
Sep-02
DOI Resolutions
2,500,000
Number of Resolutions
2,000,000
1,500,000
Resolutions
1,000,000
500,000
0
Nov-00
Jan-01
Mar-01
May-01
Jul-01
Sep-01
Date
Nov-01
Jan-02
Mar-02
May-02
Jul-02
Update
• New system – performance, data quality,
billing
• Switch to XML Schema
• DOIs for journal titles
• Parameter passing (OpenURL?)
• DOI Guidelines - revision
• CrossRef Search
2002 CrossRef Annual Member Meeting
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2002
• Library affiliate growth and linking has
been strong – Localized Linking
• Outreach and active engagement with
library community – Localized Linking
Prototype moved to implementation, interest in
archiving issues
• CrossRef Library Advisory Board meeting 10/28
• Secondary and A&I use of CrossRef and DOIs
going slowly
2002 CrossRef Annual Member Meeting
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DOIs and Linking
• USE DOIs and GET OTHERS TO USE THEM
• Publishers should include DOIs in all their
external data feeds to third parties
• Publishers should use DOIs as their preferred
mechanism for links to full text articles
• Publishers should display DOIs in online and print
journals as a standard part of bibliographic data
and should encourage secondaries to do the same
2002 CrossRef Annual Member Meeting
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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 – and
so are publishers who use DOIs
2002 CrossRef Annual Member Meeting
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IDF Update
• IDF Registration Agency
– IDF Board of Directors
– Registration Agencies Working Group
– Handle System Advisory Committee
• Burst of activity - Six RAs
– TSO (The Stationery Office) – UK Gov
– CDI – Corbis (images), Enpia (Korea), LON (DoD and
e-learning), CAL (Australian copyright agency)
– Discussions with Adobe on Acrobat Reader
2002 CrossRef Annual Member Meeting
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2003
• Improved member support
– Doing as much as possible with current
resources/identifying the best use of additional
resources
• Enhanced Linking: parameter passing and
multiple resolution
2002 CrossRef Annual Member Meeting
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2003
• Continuing financial analysis
– fees and fee structure
– Cash flow and balance sheet projections
• Libraries - Localized
linking/OpenURL/OAi/Archiving
• ONIX for Serials
2002 CrossRef Annual Member Meeting
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Ongoing Issues
• Members need to deposit AND to link references!
– Linking is a requirement - “linking” fee may be
imposed
• Support is available from CrossRef
– support@crossref.org
– info@crossref.org
• Participate in TWG – this is your organization
2002 CrossRef Annual Member Meeting
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Board of Directors Election
•
•
•
•
•
American Institute of Physics - Marc Brodsky
American Psychological Association - Linda Beebe
Blackwell Publishing - Robert Campbell
IEEE - Anthony Durniak
Wolters-Kluwer Int’l Health & Science – Dean Vogel
2002 CrossRef Annual Member Meeting
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Financial Review
Pieter Bolman, Treasurer
2002 CrossRef Annual Member Meeting
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2001 Audited Financials
2001 Budget:
• Revenue - $1.1 million
• Expenses - $1.6 million
• -$421,788 deficit
• -$821,977 accumulated deficit (2000-2001)
2002 CrossRef Annual Member Meeting
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2002 Budget & Financials
• 2002 Budget:
– Revenue
$2.1 million
– Expenses
$2.0 million
– Change in Net Assets $36,836
• 2002 through June:
– Revenue
$823,000
– Expenses
$779,000
– Change in Net Assets $44,000
2002 CrossRef Annual Member Meeting
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2002 Financials
• 2002 LE:
–
–
–
–
Revenue - $1.7 million
Expenses - $1.7 million
Change in Net Assets - $10,000
EOY Cash Balance - $500,000
2002 CrossRef Annual Member Meeting
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2002 Financial Highlights
•
•
•
•
44% increase in revenue over 2001
6% increase in expenses over 2001
10% fee increase in July 2002
54 days average for invoice payment
– Finance charges for late payments will be
instituted in October billing
• Deposits doing well; member retrievals are
increasing; non-member retrievals lagging
2002 CrossRef Annual Member Meeting
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Strategic Issues
• Rolling 12-month cash flow, balance sheet
and income statement "forward view"
projections planned for each quarter
• $2 million in loans to be repaid 2004-2006
• Need operating surplus to repay loans:
– Use of system must increase (linking and new
content types)
2002 CrossRef Annual Member Meeting
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Strategic Issues
• The system is largely a fixed cost and must
be supported by continuous fee
reimbursement
– Very large database (deposit fees are one-time fees)
• Consider annual maintenance fee for DOIs OR adjust
membership fees to include this
– Not linking means unused system capacity
• Consider minimum “linking fee” for all or “non-linking fee”
for publishers not linking after a certain amount of time
2002 CrossRef Annual Member Meeting
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2003 Budget
• Budget will be done in October and November
• Better data after almost 2 years of operating
experience
– Will study all the fees and see if any adjustments are
needed
• New system will improve performance and billing
(will need some time to see the full impact)
2002 CrossRef Annual Member Meeting
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