1. 1 2003 CrossRef Annual Member Meeting London Annual Member Meeting September 16, 2003 London Forward Linking

2. 2 2003 CrossRef Annual Member Meeting London Forward Linking FL enables publishers to add “cited by” links to their articles Members will retrieve the DOI and metadata for the articles that cite a given article This will benefit end users and add value to content Publishers have started to discuss bi-lateral deals for FL – more value through CrossRef

3. 3 2003 CrossRef Annual Member Meeting London

4. 4 2003 CrossRef Annual Member Meeting London FL Policies 1.Participation in Forward Linking (FL) will be optional for CrossRef members 2.Members must deposit references from their current material to retrieve FL data (i.e. to retrieve “cited by” links). 3.Members may only retrieve FL data to display in primary articles that they own. Agents will be able to retrieve FL data on behalf of members who participate in FL and deposit references

5. 5 2003 CrossRef Annual Member Meeting London FL Policies (cont.) 4.No public interface 5.Members will be charged an extra amount in addition to their annual membership fee to participate in FL. More analysis is needed to determine an adequate charge.

6. 6 2003 CrossRef Annual Member Meeting London To be decided… Secondary use? –Members in secondary products (A&I databases) or affiliates in secondary products If there is secondary use – –What charges are appropriate? –Should Local Hosting be allowed?

7. 7 2003 CrossRef Annual Member Meeting London January 2003 Identifies Forward Linking as a key objective Board Meeting February 2003Forward Linking working group (FLWG) formed Craig Vandyck (Wiley) Doug Gischlar (IEEE) Joe Landolfi (Nature) Jennifer Shorten (Wiley) John Normansell (Extenza)Mark Doyle (APS) Gerry Grenier (IEEE)Tim Ingoldsby (AIP) Chris Shillum(Elsevier) Terry Hulbert (IOP) FebruaryFLWG met three times, generated a specification thru April 2003 May 2003 Technical, cost and policy issues presented. Board MeetingApproves implementation of Forward Matching (FM) June 2003 Feasibility study to assure resources can handle the load July 2003Review of implementation issues and policies Board Meeting September 2003 Forward matching is deployed OctoberBegin implementation Time Line

8. 8 2003 CrossRef Annual Member Meeting London  On Publishers  Must submit references and identify the article they come from (not that different from what is being done today) 1. Include the references when the DOI is deposited 2. Send references separately in a list format  Build a ‘cited-by service that queries CrossRef for Forward Links  Keep links up to date (respond to ‘alerts)  On CrossRef  Service is implemented to take advantage of low-utilization periods (heavy processing is batch scheduled, FL queries are very simple)  Moderately increase already planned resource improvements  Use of the service will gradually build, allowing appropriate staffing adjustments. Impacts

9. 9 2003 CrossRef Annual Member Meeting London Comparison Of Current And Forward Linking Process Current Process For article A having 15 references 11 to other publisher journals 4 to internal journals Submit metadata for A Submit queries for 11 references Present A to end user with 9 of 15 references linked Forward Linking Process Submit metadata for A with all 15 references as metadata queries Or 11 metadata queries, 5 DOIs Receive DOIs for 5 that matched Submit forward linking query for A Receive DOIs for articles that cite A Present A to end user with 9 of 15 references linked ‘cited by’ links 3 1 4 5 2 3 1 4 2 * * * NOTE: no need to query for 4 ‘self’ journal articles,DOIsalready available within the publisher For article A having 15 references 11 to other publisher journals 4 to internal journals Receive DOIs for 5 that matched

10. 10 2003 CrossRef Annual Member Meeting London Updating ‘Cited-By’ References