Service Providers on Crossref

New Crossref Service Providers program ready for applications

Madhura Amdekar — Tue, 23 Jun 2026 00:00:00 +0000

We are pleased to announce the re-launch of the Crossref Service Providers program. From today, we are accepting applications from organisations providing tools for metadata registration to Crossref members. Participation in this program is free and the application involves an accreditation process to determine eligibility and the appropriate participation tier.

As a membership organisation, Crossref supports its members to provide rich and complete metadata which facilitates integrity judgements, increases discoverability, linking among scholarly objects and activities, and improves transparency. Service providers are key collaborators in this work because they enable our members to adopt better metadata practices.

We ran an earlier version of this program which was paused in 2022 for review. We are now pleased to reintroduce the program as a new structure for our collaboration with service providers. If you are an organisation that provides tools that enable record registration for Crossref members, we invite you to apply for the program via this application form.

Scope and goals of the program

Crossref service providers have historically included organisations such as hosting platforms, manuscript submission systems, grant management systems, XML and metadata providers, and other general publishing services organisations that work with Crossref members to create, register, and/or display metadata on their behalf. As we re-launch the program, the initial focus will be purely on service providers that enable content registration for Crossref members. In the future, and based on community feedback, the program may expand to include additional types of service providers.

The primary goal of the program is to enable registration and maintenance of high-quality and rich metadata by Crossref members, contributing to a more complete research nexus. We aim to achieve this through a closer collaboration between Crossref and service providers. Participants of the Service Providers program will make reasonable efforts to accommodate any changes made to the Crossref schema, promote best metadata practices as per Crossref Participation Reports, and share information about the services that they are able to integrate and provide to their clients.

Participants of the Service Providers program will commit to:

Staying up to date with Crossref services and policies, including participation in ongoing meetings and communications.
Providing feedback to Crossref on our services.
Giving Crossref information about their client service offerings and workflows, including metadata delivery options and test accounts.
Promoting metadata best practices as represented in Crossref Participation Reports.
Making reasonable efforts to accommodate changes to the Crossref schema and services.
Ensuring that their clients’ content and landing pages are kept up to date (including ensuring that clients’ DOIs resolve to active landing pages at all times).

Participants of the Service Providers program will benefit from learning about changes and new services ahead of time coupled with regular updates about our services and policies. We will also list all accredited service providers on our website, and all participants will receive a digital Crossref badge to display on their website. We look forward to providing participants with credentials to access our test system for testing integrations, and providing training where necessary.

Service Providers program tiers

Better metadata support helps improve discoverability, transparency, and the integrity of the scholarly record. We developed two Service Providers program tiers in order to signal to the community the richness of metadata and support these organisations offer to Crossref members. At the Basic Tier, participants are able to provide members with the core metadata support, while the Advanced Tier includes additional features that enable richer metadata support for Crossref members – the details are laid out below.

Application and accreditation process

Applications to join the program are being accepted via this form. The application form asks for basic organisational information including your contact details and the services you provide to Crossref members. You will then be asked about your organisation’s technical capabilities and workflows, including your ability to support metadata registration, manage multiple client prefixes, and comply with the display guidelines for Crossref DOIs. The form also includes questions about metadata support, such as whether your platform can facilitate the deposit and update of recommended and optional metadata elements, which schema versions you are able to support, and the provision of alternative metadata delivery options.

We recommend reviewing the questions to ensure that the appropriate technical and operational requirements can be met before beginning the application. If you require clarification on any of these questions, please do not hesitate to reach out to us.

Basic Tier requirements and questions

Enable Crossref members to register content and deposit required metadata, as per Crossref’s required, recommended and optional metadata.
Ability to support and display multiple client prefixes.
Ensure continuous resolution of clients’ DOIs following platform migrations.
Provide platform support to members.
Comply with the display guidelines for Crossref DOIs.
Maintain communication channels with Crossref and/or participate in trainings.
Notify Crossref when large-scale metadata updates are planned (i.e. when you are aware of daily updates exceeding 500,000 DOIs updated by a single client (Crossref member)).
Use Crossref members’ credentials to register content on their behalf.
Follow industry best practices for credentials security and account protection.

Advanced Tier requirements and questions

In addition to meeting all the Basic Tier requirements, applicants must confirm whether they:

Provide alternative metadata delivery options.
Support recommended and optional metadata elements.
Support latest schema versions (5.3.1 and above).

Following a review of application forms, we will schedule accreditation calls from August 2026 onward that will involve demonstrations of the required functionality and an assessment of the applicant’s ability to meet the requirements of the program. This process will help determine the appropriate tier.

We ask that participants on the Service Providers program renew their accreditation at the beginning of each calendar year, starting in 2028. This will entail the submission of a re-accreditation form which may contain new requirements such as support for newer schema versions.

We look forward to working more closely with service providers to support richer metadata and seamless infrastructure workflows.

Service Provider perspectives: A few minutes with our publisher hosting platforms

Jennifer Kemp — Mon, 24 May 2021 00:00:00 +0000

Service Providers work on behalf of our members by creating, registering, querying and/or displaying metadata. We rely on this group to support our schema as it evolves, to roll out new and updated services to members and to work closely with us on a variety of matters of mutual interest. Many of our Service Providers have been with us since the early days of Crossref. Others have joined as scholarly communications has grown and services have evolved. Though fewer than 20 in number, their impact far outweighs the size of the group.

They, like us, work with a great variety of members and have a broad view into publishing trends. In this post, we focus on views from some of the publishing hosting platform Service Providers, who’ve taken the time to share their thoughts on a few questions:

What is the biggest change you’ve experienced working with publisher metadata over the last few years and how have you adapted to it?

It has become more and more important that not only the DOIs are registered with the minimum of necessary metadata to get the DOIs registered, but that a most complete set of metadata is being sent along – including author identifiers, funding information, abstracts, licenses, to support other Crossref services and improve discoverability.

– de Gruyter

Our clients are increasingly aware of the key role metadata plays in the effective dissemination of research. With an increasing number of published articles and a clear domination of “search engines” and aggregation of content, metadata is the primary means of making sure that publications reach the right audience. Publishers’ value-add includes not just copy editing, formatting, and packaging, but also now creating journal articles for the digital age that are discoverable and well linked to the research corpus. Furthermore, we sense a clear move toward standardization, which goes beyond the structure to introduce standardized semantics: adopting common taxonomies for classifying content in different dimensions. Our response is to introduce effective, automated and consistent services that capture, and surface metadata throughout the value chain from authoring to publication and search.

– Atypon

Highwire’s publishers are always looking to use the latest DTD (Document Type Definition) for the content to stay up to current standards. Currently this would be JATS 1.2. They are choosing to remain current so that they can stay on top of all or new metadata that can enrich their deposits. We have handled this well and offer support for the latest version of DTD when they are released, but some publishers are not always familiar with what can/should be deposited with their content and this can be a learning process for them.

– MPS Limited

How do you explain to clients (and others!) why correct, quality metadata is important?

In the digital age, metadata is the key to enabling effective content consumption. Publications that cannot be effectively discovered are of little value. We can only increase the impact of research with “discoverable” and “machine readable” publications. So ensuring correct and quality metadata is the key to optimizing not only the processing (finding the right journal, editor, reviewers) but also to positioning each publication properly. As the volume of published scientific research increases, article metadata is the way forward — it brings “order” and enables our community to manage this volume.

– Atypon

Highwire always positions itself as “good content in” means “good content out”. This is true for our own content stores. Strong and valid metadata will result in valid and strong deposits. We explain this to all new clients on-boarded with Highwire and the use of current standards and for current client projects where content should/can be enriched through re-load.

– MPS Limited

Getting our journals to care about metadata is a two step process: First, make sure they understand how metadata will help their journal succeed (i.e. why it matters to them). Second, make it easy for them to produce metadata while minimizing the cost, time, or complexity of their workflow. The first step – making a case for why metadata matters – is often easier than you’d think. At the very least, most journal editors understand that metadata, e.g., JATS or DOI registration, is an important signifier of professionalism / prestige. In other words, they see that top journals publish metadata and want the same for their journal. From a more technical standpoint, metadata is important because that’s the format computers understand and, like it or not, the publishing ecosystem relies on computers to deliver all sorts of critical services – such as indexing, archiving, and discoverability. So, if you’re not publishing metadata, you’re likely missing the benefit of these services. The second step – making it easy to produce metadata – is more difficult. Journal editors generally understand metadata matters but often lack the technical skills or resources necessary to create metadata. This is where a platform, such as Scholastica, can be very helpful. Because platforms work with many journals, they can invest in tools to automate the creation of metadata, reducing costs for all their clients. For example, most platforms offer integrations to support automatic DOI registration. At Scholastica, we’re pushing this idea even further with automatic integration to more complicated services such as PubMed Central. By reducing cost and complexity, we can help new or small-budget journals have the same quality metadata normally reserved for large, established journals.

– Scholastica

We are sending other publishers’ metadata to academic libraries and distribution channels. Erroneous metadata will have a direct impact on how discoverable a title may be. The more uniform and correct the metadata, the better it will be indexed in other places.

– de Gruyter

What is the one industry development or trend you’re most excited about for the near future and why?

Open Science and the ability to deliver research with the tools for reproducing it is the most exciting and game changing trend. Technology has enabled the output of science to transition from two-dimensional printed text delivery into globally accessible and responsive web-based delivery. We are now taking the next steps to further leverage web technology to enhance research output with rich assets ranging from audio and video, datasets, executable code, high-resolution imagery, interactive applications and more. As more assets accompany research publications, viewing these assets as modular, individually citable, and reusable becomes a requirement. We are reviewing the whole research output flow from authoring to publishing, and most importantly to its dissemination through the myriad of discovery tools now available.

– Atypon

The move of everything to the cloud – this is changing and improving our infrastructure, our possibility to scale and to stay on top of technological development.

– de Gruyter

Thanks very much to the interviewees for their time and thoughts. We look forward to working with our entire Service Provider group on questions like these and many more. If you’d like more details, you can read about our Service Provider program or contact me for more information.

SSP roadtrip for the Crossref team

Amanda Bartell — Wed, 30 May 2018 00:00:00 +0000

What do you think of when you think of Chicago? Deep dish pizza? Art Deco architecture?

Well for one week only this year you can add scholarly publishing to the list as the #SSP2018 Conference comes to town. Some Crossref people are excited to be heading out for the conference, and we’re looking forward to meeting as many of our members as possible.

Come along to stand 212A and talk to Anna Tolwinska about Participation Reports. Although this new tool is still in beta, she’s giving SSP attendees a sneak peek and the chance to get an early look at whether they (and over 10 000 other members) are registering the ten key elements that add context and richness to the basic required metadata. You’ll get real insight into what metadata you’re registering, even if this work is done by a third party or other department.

Thinking about registering preprints or including data citations? Want to find out more about our forthcoming Event Data service? Our product director Jennifer Lin will be able to give you the ins and outs of all our latest services so do keep an eye out for her at the conference.

Speaking of third parties, I’ll will be popping along to the “Thinking the Unthinkable, or How to Prepare for a Platform Migration” pre meeting seminar on Wednesday with copies of our new Platform Migration Checklist and lots of hints and tips to help form a new platform migration guide which will help members have a smooth transition when thinking of moving providers.

Shayn Smulyan will be attending the ORCID breakfast meeting on Thursday morning, so come and say hello if you have any questions about how ORCID and Crossref work together. Shayn is one of our support specialists, so he’ll be able to help you with any other technical queries you may have.

Our tech director Chuck Koscher will be keen to hone in on members’ advanced questions about Content Registration, citation matching, and any and all schema deets. So seek him out if you have deep technical questions.

Want to find out more about Metadata 2020, the new campaign to improve metadata for research? Rosa Morais Clark will be able to give you the lowdown, and even better - she has stickers!

And don’t feel left out if you aren’t a member but work closely with Crossref. Jennifer Kemp will be on hand to answer all your metadata use and reuse questions, she’ll be looking forward to chatting with all kinds of service providers, platforms, and tools.

We’re looking forward to seeing you there!