I’m working with our journal to improve the quality of the metadata that can be extracted from PDFs of individual journal articles by reference management software like Zotero, Mendeley, EndNote, etc. The only description I’ve found of the metadata extraction process is from Zotero (https://www.zotero.org/support/retrieve_pdf_metadata) which "sends the first few pages of a PDF to the web service, which uses a variety of extraction algorithms and known metadata from CrossRef, paired with DOI and ISBN lookups, to build a parent item for the PDF”. What I haven’t found yet is a description of how to format the text of a PDF to ensure that the article metadata can be reliably extracted by reference managers. Most of these journal articles were published before we were issuing DOIs (or even before DOIs existed) so I’ll be adding a cover page to all the PDFs with title, authors, issue, pages, doi (issued retroactively), issn, etc. I’d like to format these pages in a way that ensures optimal extraction of metadata emphasizing of course the DOI and ISSN. In my experience, Mendeley can sometimes extract the article metadata fairly well even without a DOI lookup so I’d to aim for a format that is easily parsable in this way and not 100% relying on a DOI lookup. Does anyone have any experience or suggestions on how to craft such a page to work well across different reference managers?
Director of Biodiversity Informatics
Botanical Research Institute of Texas
1700 University Drive
Fort Worth, Texas 76107
817-332-4441 ext. 230