Persistent Identification
Assign stable identifiers to records, versions, datasets, software, and other enduring outputs.
Scholarly Metadata, Persistent Identifiers & Indexing Policy
Make every record findable. Keep every identifier dependable.
The JR Institute intends to describe, identify, link, index, and preserve scholarly records through accurate metadata, persistent identifiers, researcher identity systems, stable citations, and durable discovery infrastructure.
Developing Framework
This page presents a planned public standard. Final identifier providers, metadata schemas, indexing agreements, authority files, deduplication procedures, and correction workflows should be established before repository launch.
Policy Purpose
A research record is only durable when people can reliably identify and locate it.
Titles change, websites move, authors share names, institutions reorganize, and files are revised over time.
The Institute should use persistent identifiers and structured metadata to keep the scholarly record connected despite those changes.
Core Principles
Accuracy, persistence, interoperability, transparency, and durable discovery.
Researcher Identity
Connect authors to verified identity systems while avoiding forced disclosure beyond legitimate need.
Structured Metadata
Describe titles, authors, subjects, dates, versions, funders, rights, and related objects consistently.
Interoperability
Use standards that support exchange with repositories, libraries, indexes, funders, and citation systems.
Visible Corrections
Update metadata without concealing prior versions, corrections, withdrawals, or retractions.
Long-Term Resolution
Maintain identifier landing pages, redirects, and preservation plans when systems or domains change.
Scope
This policy is intended to apply to preprints, publications, datasets, software, models, technical reports, institutional records, authors, organizations, projects, grants, versions, corrections, and related scholarly objects.
Persistent Identifiers for Research Outputs
Eligible records should receive a stable identifier appropriate to the object type, repository, preservation model, and discovery ecosystem.
Identifier assignment should occur only after required metadata and landing-page elements are complete enough to support durable citation.
- Preprints and publications
- Datasets and software releases
- Models, protocols, and technical reports
- Collections and conference proceedings
- Corrections, retractions, and related notices where appropriate
Author, Contributor, and Institutional Identity
Authors and contributors should be encouraged to connect records with persistent researcher identifiers and verified institutional affiliations.
Names should preserve diacritics, preferred forms, historical changes, and distinctions between people with similar names.
A researcher identifier helps disambiguate identity, but it should not replace the author’s chosen public name or become a condition for unnecessary personal-data collection.
Core Descriptive and Administrative Metadata
Repository records should include complete and structured information sufficient for discovery, citation, rights review, preservation, and relationship mapping.
- Title, subtitle, abstract, and keywords
- Authors, contributors, affiliations, and roles
- Publication, submission, revision, and withdrawal dates
- Subject classifications and language
- Funding, grants, sponsors, and acknowledgments
- Rights, licenses, access conditions, and embargoes
- Related datasets, software, versions, and later publications
Versioning and Relationship Metadata
Metadata should distinguish submitted, accepted, revised, corrected, withdrawn, retracted, and formally published versions.
Relationships should identify which record updates, supplements, cites, is derived from, replaces, or is replaced by another record.
Citation Metadata and Reference Linking
Records should provide a recommended citation and support export in commonly used citation formats.
Reference metadata should preserve identifiers, authors, titles, dates, publication venues, versions, and links to corrections or retractions where available.
Indexing, Harvesting, Search, and Discovery
The repository should support standards-based discovery by libraries, search engines, scholarly indexes, funders, aggregators, and preservation networks.
Indexing relationships should not be presented as endorsement, peer review, or certification unless that status is separately established.
Metadata Quality, Deduplication, and Authority Control
The Institute should review metadata for completeness, consistency, duplicate records, invalid identifiers, incorrect affiliations, and broken relationships.
Authority control may be used for names, organizations, subjects, funders, grants, and geographic entities while preserving appropriate local terminology.
Landing Pages, Redirects, and System Migration
Persistent identifiers should resolve to stable landing pages rather than directly to a file that may later change.
When repositories, domains, platforms, or organizational structures change, redirects and identifier resolution should be maintained without breaking citations.
Metadata Corrections, Withdrawals, and Retractions
Metadata errors should be corrected promptly, with visible notices when the change materially affects authorship, title, status, rights, version, findings, or citation.
Withdrawn and retracted records should retain their identifiers and landing pages unless an exceptional legal, privacy, safety, or security reason requires another approach.
Framework date: July 2026
Metadata Lifecycle
Describe, identify, link, publish, monitor, and preserve.
- Describe. Capture complete authorship, title, subject, dates, rights, funding, and relationship metadata.
- Identify. Assign stable identifiers to the record, version, people, organizations, and related objects.
- Link. Connect preprints, publications, data, software, corrections, grants, and institutions.
- Publish and index. Expose structured metadata to discovery, citation, and preservation systems.
- Monitor and preserve. Correct errors, maintain resolution, repair links, and migrate systems without breaking citations.
Metadata or Identifier Questions
Ask about identifiers, author identity, indexing, citation metadata, or version relationships.
Inquiries may concern DOIs, researcher identifiers, affiliations, duplicate records, metadata corrections, repository indexing, redirects, citations, withdrawals, or retractions.
Submit a Metadata Inquiry
Identify the record, author, identifier, metadata field, requested correction, and available supporting information.
Contact the Institute