Update History

2023 Dec 20Added inline examples to Response and Sub-Article; removed links to external XML and zip files.
2023 Dec 7Updated Author Contributions and <role>.
2023 Dec 1Fully Tagged Samples removed from tagging guidelines. Added examples to <aff>, <article-id>, <history>, <issn>.
2023 Nov 16Links to Fully Tagged Citations removed from the tagging guidelines.
2023 Jul 24Added Single-name Authors.
2023 Jun 27In Article Types, added Author Comment, Aggregated Review Documents, Community Comment, Editor Report, Reviewer Report.

In <article>, added @article-type values "author-comment", "community-comment", "editor-report", "reviewer-report".

In <related-article>, added @related-article-type values "author-comment", "editor-report", "reviewed-article", "reviewer-report".
2023 Jun 15Removed SwissProt from External Links.
2023 May 26Added information about copyright display to Copyright Information and <copyright-statement>.
2023 Mar 13Added information about @xml:lang values to Languages.
2023 Feb 24Updated instructions for capturing formatting of xref.
2022 Nov 28Updated samples in Response and Sub-Article.

In <Abstracts>, added video abstract instructions.

Corrected Collaborative Authors example for NLM v2.3.

Updated references to samples throughout.

Corrected supplementary material tagging in Fully-Tagged sample 2.
2022 Nov 7Updated Fully-Tagged Samples and relevant references to them.

Updated to include JATS version 1.3.
2022 Nov 3In Character Encoding and Special Characters, removed paragraph about control characters and replaced it with Discourged XML Characters.
2022 Oct 27Removed PACTR from Clinical Trials.
2022 Oct 11Various cosmetic fixes.
2022 Oct 6No more than one <volume> or <issue> allowed in <article-meta> or <front-stub>.
2022 Sep 30In Clinical Trials, updated URIs for TCTR, UMINCTR, SLCTR, PACTR, and JPRN.
2022 Sep 29Added version-specific usage notes to <ali:license_ref> and <ali:free_to_read>.
2022 Sep 27Updated Conflict of Interest Statements and <fn> to show @fn-type="coi-statement" for JATS Journal Publishing 1.2 and newer.
2022 Sep 22Added @ext-link-type value "ccdc" to External Links.
2022 Sep 20Small change to formatting in Licensing Information.
2022 Sep 15Added new @ext-link-type values "biomodels", "ec", and "pride" to External Links.
2022 Jul 14Added new section Plain Language Summaries, with modeling example in <abstract>, and definition in Abstracts.
2022 Jul 6Added equal contribution tagging examples to Author Names.
2022 Jun 29In Article Categories or Subjects, added JATS-specific info re: <compund-subject>.

In Translated Article Title, removed <trans-title-group> information from NLM 2.3 guidelines.

In Related Articles, added <related-object> to JATS and NLM 3.0 guidelines.

In <journal-meta>, added <issn-l> to JATS guidelines.

Various cosmetic fixes.
2022 Jun 10In <xref>, removed guideline regarding <sup>.
2022 Jun 8In <article-id>, added @assigning-authority best practice information.
2022 Jun 3Changed niso.org and jats4r.org URLs to https.
2022 May 19In External Links, updated several Resource URIs.
2022 May 17Changed presentation order of version-specific rules so that current JATS is first and NLM v2.3 is last.

Left-side navigation menu DTD Version Rule Selection has been renamed Show/Hide Version Rules. DTD versions now listed in descending order from current JATS to NLM v2.3.

Fixed version-specific rules presentation in Clinical Trials. Also fixed the JATS4R example so that the text sample and tagging sample match.

Changed text in second paragraph of Introduction.
2022 May 12In External Links, added new @ext-link-type values "EBI:emdb", "flybase", "mirbase", "pfam", "pombase", "prosite", "rfam", "sasbdb", "swiss-model", and "wormbase".
2021 Sep 8Updated tagging guidance for Peer Review Documents to change recommendation for tagging peer review PDF files from <self-uri> to <media> in the <body> and updated tagging examples to reflect this change.
2021 Sep 2Added tagging for Author Pronouns.
2021 Aug 12Added <role> and Author Contributions for information about tagging author contributions using the CRediT taxonomy.
2021 Aug 11Updated Peer Review Documents to reflect updated recommendations for <sub-article> attribute @article-type values based on the JATS4R Peer Review Materials recommendations (https://jats4r.org/peer-review-materials/).
2021 Jun 25Updated tagging guidance for <article-id> to specify that only one <article-id> is allowed per any value of @pub-id-type with the exception of the values of "publisher-id", "publisher-manuscript", and "other".
2021 Jun 23Updated tagging guidance License tagging in Licensing Information and <license> to include information about canonical URLs for Creative Commons Licenses as well as guidance on the requirment that if a machine-readable URL is tagged in multiple places within a license that the URL must be identical.
2020 Aug 13Added tagging guidance for JATS 1.2 for completeness. There are currently no differences in the tagging guidelines for JATS 1.1 and 1.2.
2020 Aug 3Added values "preprint" and "published-article" to @related-article-type for the element <related-article>.

Updated documentation to indicate that MathML 3.0 is supported and has been for a while.
2020 Apr 29Corrected tagging guidance for Funder Identifiers in Funding Information to reflect the new <institution-wrap> and <institution-id> elements available beginning with JATS 1.1.
2020 Jan 22Updated Conflict of Interest Statements to correct guidance for when to use @fn-type="conflict" (NLM or JATS Journal Publishing "Blue" DTDs) vs. @fn-type="COI-statement" (NLM or JATS Journal Archiving "Green" DTDs).
2019 Nov 25Updated External Links to improve guidance for tagging CrossRef DOIs.
2019 Jul 29Added Peer Review Documents and updated <related-article> to point to it.
2019 Jan 30Added tagging guidance for DOIs assigned to supplementary material to Supplementary Material.
2018 Dec 28Added Data Availability Statements.
2018 Dec 13Added Reprints and Republications.

Revised <related-article>.
2018 Sep 4Added Clinical Trials description and tagging examples.
2018 May 16Added @content-type="collaborators" description and tagging example.
2018 Mar 20Added details for Graphical Abstracts to Abstracts and an example to <abstract>.
2018 Jan 2Removed @mimetype and @mime-subtype requirement from <supplementary-material>.

Clarified @mimetype and @mime-subtype instructions for <media>.
2017 Dec 8Added @fn-type to <fn> attributes.

Added Conflict of Interest Statements link to <fn>.
2017 Oct 24Added Data Citations.

Updating licensing info to include NISO Access and License Indicatiors elements and the JATS4R recommendations.
2017 Aug 25Added style rules for JATS v1.0.Added detail for <funding-group> tagging.

Clarified @article-type requirement for <sub-article>.
2016 May 24Added details for tagging Conflict of Interest statements.
2015 Nov 9Removed @sec-type from examples.
2015 Sep 16Added link from <season> to Dates; added preferred abbreviation format to <season>.

Removed references to including @sec-type.
2015 Aug 3Clarified one name per <contrib>.
2015 Jun 5Corrected typos
2015 Apr 28Added language defining Structured Abstracts
2015 Jan 13Added explicit statement that <related-article> must not point to article containing the tag.
2014 Oct 7Added requirement of using Green in v2.3 to tag article-type values "data-paper", "methods-article", "systematic-review" to match "expression of concern" in Article Types.

Added missing values for @article-type in <article>.
2014 May 7Added Document Object section Multi-Language Articles.

Added <date> with @date-type="online" description to <history>

Corrected typo in Questions & Answers examples.
2014 Feb 10Added Article Types for "Methods Article" and "Systematic Review".
2013 Dec 2Clarified date tagging for JATS v1.0; added collection pub-date example; corrected minor mistakes in pub-date examples.
2013 Sep 25Added new values to @ext-link-type

@mimetype and @mime-subtype are no longer required on <media>.

Added info for <related-object> to tag journal articles.
2013 Sep 6Attribures mimetype and mime-subtype are no longer required on <media>.
2013 Aug 9Corrected order of elements, tag name typo in <contrib-id> example.
2013 Jul 16Corrected link to fully-tagged citations in <element-citation>
2013 May 28Expression of concern articles in v2.3 must be tagged in Green, not Blue.
2013 May 15Added "expression-of-concern" to list of accepted article-type attribute values in <article>

Added Contributor ID.
2013 May 9Added information on tagging Expressions of Concern.

Added details on breaking long equations with <mml:mspace> with @linebreak="goodbreak".
2013 May 7Added information on new @related-article-type="peer-review" to @related-article-type table.
2013 Jan 24Added DOB sections for multiple versions of affiliations, citations, and author names.

Added element sections for <aff-alternatives>, <citation-alternatives>, <collab-alternatives>, <contrib-id>, <grant-num>, <grant-sponsor>, <issn-l>, <name-alternatives>, <on-behalf-of>, <trans-abstract>.

Edits throughout for consistency and clarity.
2012 Dec 31Updated "Math" section in General Tagging Practices.

Added rules for <tex-math> when used in <alternatives>.

Added details and examples to <mml:math>.
2012 Dec 5Added <td> and <th> to elements allowed to have <alternatives>.

Added rules for <license> tagging and <ext-link> within <license> elements.

Added rule regarding <collab> inside an expanded contributor list.

Added style rules for JATS v1.0.

Added section on associating schemas.
2012 Mar 14Added content and example to Supplementary Material; added info to <supplementary-material>; added <graphic> and <media> sections.
2012 Mar 5Added note about formatting elements in <subject>

Fixed element ordering to make alphabetical.
2011 Sep 1Added NCBI:sra to list of supported external resources in External Links.
2011 Jun 20Added instructions for tagging Author Names as they are to be indexed.

Updated rules for Dates to use hyphens instead of en-dashes for ranges.
2011 Jun 8Updated <issue> and <supplement> to disallow use of the <supplement> element. Added information on financial disclosures to <fn>, <author-notes>, Funding Information. Added Supplementary Issues section to General Tagging Practice. Disallow the use of <sup> to wrap <xref>.
2011 Apr 7Added section on External Links to define external resources supported by PMC and how to tag references to them. Also made minor updates to <ext-link>.
2011 Feb 15Edited the Guidelines to bring NIHMS into closer correspondence with PMC and in preparation for switching to NLM DTD 3.0.

Also edited the Guidelines to bring Books into closer correspondence with PMC.
2010 May 20<mml:math> strict validation rules added. Changes include child element counts and attribute enumerations.
2010 Apr 28Added file name and extension requirement for <supplementary-material> and <inline-supplementary-material>.

Added link to pmc-tagging-guidelines email list.
2010 Mar 25Added <mml:math> fence rules for <mml:msub>, <mml:msup>, and <mml:msubsup>.
2010 Jan 20Added rules for MathML 2.0 deprecated attributes to <mml:math>
2009 Dec 3Added section on Collaborative Authors.
2009 Sep 10Corrected errors in writeup of "Retraction".
2009 Jul 20Added chart to <related-article> showing PMC-generated text based on article-type and related-article-type.
2009 Jun 16Added required id attributes on <response> and <sub-article>.
2009 Jun 1Corrected <author-notes> tag name in <notes> tagging instructions.Added <floats-group> instructions to Figures and Tables for v3.0 tagging.
2009 Jan 12Added generic publication date guidelines.
2008 Dec 9Updated Table coloring and shading rules.
2008 Nov 19Added style rules for v3.0.
2008 Jul 18Added disp-quote description and example in Document Objects Section.
2008 Apr 8Added @alternate-form-of description and example in Document Objects Section.
2008 Jan 14Added information for tagging languages to article pages.
2008 Jan 4Added rule for excluding <xref> from <subject>.
2007 Sep 24Added information for tagging an article-level release delay for PMC embargo using the Processing Instruction <?release-delay ?>.
2007 Aug 17Added information for tagging <corresp>.
2007 Jun 18Added example for <license>.
2007 May 14Removed Tagging Style section: Duplicate of intro text.
2007 Apr 30Updated version number for DTD, floating figures and tables rules; added section element.
2007 Mar 14Added details for tagging complex block affiliations.
2007 Mar 13Added tagging instructions for complex References such as a reference with more than one citation, notes, and notes with citations.
2007 Jan 17Updated rules for Signatures to reflect changes made in DTD v2.2
2006 Aug 8Specified related-article page attribute should only reference first page.
2006 Jul 19Added rule about not using <mml:math> to tag single characters.
2006 Jun 27Added rule about not using sec-type attribute for sections inside abstracts.
2006 Jun 26Added preferred capitalization of Title Case; Added response and sub-article samples.

Added rule for tagging xref ranges.
2006 Jun 20Updated DTD references to v2.2.
2006 Jun 16Added table color tagging.
2006 Jun 7<related-article> must have an @id for valid style, but this was left out of the documentation.
2006 May 15Added control character restriction; contain copyright and license in permissions; table attributes; position="anchor" for objects inside objects; product description; related-article description; response and sub-article descriptions. Modified samples to reflect style updates.
2006 Mar 23Added info about figures and tables being anchored inside appendices and not collected in display-objects section.
2006 Mar 9Added clarification to Author/Affiliation relationship.
2006 Feb 24Added contract/grant info dob; Updated Signatures dob to reflect new structure including named-content; Updated Sample 3 with new signature tagging; Added generated text dob.
2006 Jan 11Updated all DTD references to version 2.1.
2005 Dec 12Specified "Figures and Tables" as title for display-objects section.
2005 Dec 7Clarified tagging instructions for copyright-statement and copyright-year.
2005 Nov 18Updated dates example for month range to 3-letter abbreviations inside season.
2005 Nov 7Expanded Meeting Reports/Abstracts section and included example.
2005 Oct 27Added links to Online Style Checking tool.
2005 Sep 15Added an explicit statement about not using Unicode values from the Private Use Area.
2005 Sep 2Added fully-tagged XML articles in compressed zip and text versions for viewing in browser.
2005 Aug 26Tagging Guidelines available on the public site.
2003 Jan 1First update