Augmenting ZooKeys bibliographic data to flesh out the citation graph

In a previous post (Learning from eLife: GitHub as an article repository) I discussed the advantages of an Open Access journal putting its article XML in a version-controlled repository like GitHub. In response to that post Pensoft (the publisher of ZooKeys) did exactly that, and the XML is available at https://github.com/pensoft/ZooKeys-xml.

OK, "now what?" I hear you ask. Originally I'd used the example of incorrect bibliographic data for citations as the motivation, but there are other things we can do as well. For example, when reading a ZooKeys article (say, using my eLife Lens-inspired viewer) I notice references that should have a DOI but which don't. With the XML available I could add this. This adds another link in the citation graph (in this case connecting the ZooKeys paper with the article it cites). If Pensoft were to use that XML to regenerate the HTML version of the article on their web site then the reader will be able to click on the DOI and read the cited article (instead of the "cut-and-paste-and-Google-it" dance). Furthermore, Pensoft could update the metadata they've submitted to CrossRef, so that CrossRef knows that the reference with the newly added DOI has been cited by the ZooKeys paper.

To experiment with this I've written some scripts that take ZooKeys XML, extract each citation from the list of literature cited, and look up DOIs for each reference that lacks them (using the CrossRef metadata search API). If a DOI is found then I insert it into the original XML. I then push this XML to my fork of Pensoft's repository (https://github.com/rdmpage/ZooKeys-xml). I can then ask Pensoft to update their repository (by issuing a "pull request"), and if Pensoft like what they see, they can accept my edits.

Automating the process makes this much more scalable, although manual editing will still be useful in some cases, especially where the original references haven't been correctly atomised into title, journal, etc.

So that the output is visible independently of Pensoft deciding whether to accept it, I've updated my Zookeys article viewer to fetch the XML not from the ZooKeys web site, but from my GitHub repository. This means you get the latest version of the XML, complete with additional DOIs (if any have been added).

Initial experiments are encouraging, but it's also apparent that lots of citations lack DOIs. However, this doesn't mean that they aren't online. Indeed, a growing number of articles are available through my BioStor repository, and through BioNames. Both of these sites have an API, so the next step is to add them to the script that augments the XML. This brings us a little closer to the ultimate goal of having every taxonomic paper online and linked to every paper that either cites, or is cited by, that paper.

Towards an interactive taxonomic article: displaying an article from ZooKeys

One of the things I keep revisiting is the way we display scientific articles. Apart from Nature's excellent iPhone and iPad apps, most efforts to re-imagine how we display articles are little more than glorified PDF viewers (e.g., the PLoS iPad app).

Part of the challenge is that if we make the article more interactive we immediately confront the problem of how to link to other content. For example, we may have a lovingly crafted ePub view (e.g., Nature's apps), but what happens when the user clicks on a citation to another paper? If the paper is published by the same journal, then potentially it could be viewed using the same viewer, but if not then we are at the mercy of the other publisher. They will have their own ideas of how to display articles, so the simplest fallback is to display the cited article in a web browser view. The problem with this is that it breaks the user experience - the other publisher is unlikely to follow the same conventions for displaying an article and its links. If we are lucky the cited article might be published in an Open Access journal that provides, say, XML based on the NLM DTD standard. Knowing whether an article is Open Access or not is not straightforward, and different journals have their own unique interpretation of the NLM standard.

Then there is the issue of other kinds of content, such as taxonomic names, specimens, DNA sequences, geographic localities, etc. We lack decent services for many of these objects, as a result efforts like PLoS Biodiversity Hub end up being underwhelming collections of reformatted journal articles, rather then innovative integrations of biodiversity knowledge.

With these issues in mind I've started playing with ZooKeys XML, initially looking at ways to display the article beyond the conventional format. Ultimately I'd like to embed the article in a broader web of citations and data. ZooKeys articles are available in PDF, HTML, and XML. The HTML has links to taxon pages, maps, etc., which is nice, but I personally find this a little jarring because it interrupts the reading experience. The ZooKeys web site also surrounds the article with all paraphernalia of a publisher's web site:


As a first experiment, I've taken the XML for article At the lower size limit for tetrapods, two new species of the miniaturized frog genus Paedophryne (Anura, Microhylidae) http://dx.doi.org/10.3897/zookeys.154.1963 and used a XSLT style sheet to reformat the article. I've borrowed some ideas from Nature's apps, such as the font for the title, displaying the abstract in bold, and showing all the figures in the article as thumbnails near the top. I've also added some basic interactivity, which you can see in the video below. Instead of figures being in one place in the article, wherever a figure is mentioned in the article (e.g., "Fig. 1") if you click on the reference to the figure it appears. If the article display a point locality using latitude and longitude, instead of launching a separate browser window with a Google map, click on the locality and the map appears. The idea is that the flow of reading isn't interrupted, figures, maps, and citations all appear in the text.

This demo (which you can see live at http://iphylo.org/~rpage/zookeys) is limited, but most of its functionality comes from simply reformatting XML using XSLT. There's a little bit of jQuery for animation, and I ended up having to write a PHP script to convert verbatim latitude and longitude coordinates to the decimal coordinates expected by Google Maps, but it's all very light weight. It wouldn't take much to add some JSON queries to make the taxon names clickable (e.g., showing a summary of a taxon from EOL). Because ZooKeys uses the NLM DTD for its XML, some of this code could also be applied to other journals, such as PLoS, so we could start to grow a library of linked, interactive taxonomic articles.