Documentation

Metadata Manager

The new Metadata Manager tool (previously known as the record registration form) can be used to deposit metadata for your records. You do not need any knowledge of XML to use it. The tool currently supports journal articles and grants, but we are planning to add support for additional record types in future.

How to use the new Metadata Manager

Start at the landing page and sign in using your Crossref account credentials. You can choose to register a new record, edit an existing record, or upload a .json template that you have created using the form. If you want to register a new journal article or grant, choose New Record.

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Create a new record

Select the type of record you wish to create, then enter the metadata associated with your record in the corresponding fields. Some fields are required to be filled out in order to submit your record, while others are optional. If you are registering a journal article, you can find links to our documentation in the form for more information on what each field means.

Journal article metadata also includes some information on the journal and, optionally, the issue and/or volume that the article was published in. To help avoid common errors with journal titles, you can auto-fill the journal metadata by choosing from a list of titles you have previously deposited into. You can search the list by title or by ISSN. Note that an ISSN is currently required to use the new Metadata Manager for registering journal articles.

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Submit your record

After filling out the required fields as well as any optional metadata you want to deposit, check that everything looks correct and then click Submit at the bottom of the form. The submission will be made immediately and a success message will appear on the screen.

From the success page, you can click through to more information about your submission in our Admin tool, or start another submission right away. If you have registered a journal article, you can choose to repeat the process for another article in the same journal and/or journal issue, which will pre-fill the form with the appropriate metadata so you don’t have to re-enter it.

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If there is a problem with your submission, you will see an error message appear instead of the success page. Go to the documentation for tips on how to troubleshoot common errors from our deposit system.

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Edit an existing record

Metadata can change over time, and the new Metadata Manager tool allows you to update your records to reflect this.

Choose Edit Record from the landing page or the sidebar navigation to see a list of the journal article and grant records you have previously registered using this tool, the web deposit form, or the deprecated legacy Metadata Manager.

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You can search for any DOI, scroll through the list of previously registered records, or filter it by the date when the record was last updated. Find the record you are looking for and click Edit to access a form page with the record’s current metadata filled in. Simply make any changes and submit the record again to register the updated metadata.