Export crossmark data to articlemeta (crossmark_article collection)

[Copilot]

Adds the missing data pipeline to export Crossref CrossMark update information (errata, retractions, partial retractions, etc.) to a dedicated crossmark_article MongoDB collection, keeping it separate from the main articles collection.

O que esse PR faz?

• Stores CrossMark update type (retraction, erratum, partial_retraction, etc.) on RelatedArticle via a new crossref_update_type field, auto-populated from a JATS related-article-type → Crossref update type mapping during XML ingestion
• Adds crossmark_policy URL to CrossRefConfiguration (per DOI prefix), exposed via get_crossmark_policy(prefix)
• Introduces build_crossmark_data() + export_crossmark_article_to_articlemeta() in article/controller.py that assemble and upsert the document:

{
    "code": "S0000-00002025000100001",   # pid_v2
    "collection": "scl",
    "doi": "10.1590/original-doi",
    "crossmark_policy": "https://www.scielo.br/crossmark-policy",
    "updates": [
        {
            "update_type": "retraction",
            "doi": "10.1590/retraction-001",
            "date": {"year": "2025", "month": "03"}
        }
    ]
}

• Adds task_export_crossmark_article_to_articlemeta Celery task for async dispatch
• Django migrations for both model changes

Onde a revisão poderia começar?

article/choices.py → article/models.py (RelatedArticle) → article/sources/xmlsps.py (add_related_articles) → article/controller.py (build_crossmark_data, export_crossmark_article_to_articlemeta)

Como este poderia ser testado manualmente?

1. Configure CrossRefConfiguration with a crossmark_policy URL for a DOI prefix (e.g. 10.1590)
2. Ingest an article XML that contains <related-article related-article-type="retracted-article" ext-link-type="doi" xlink:href="10.1590/some-retraction"/>
3. Verify RelatedArticle record has crossref_update_type = "retraction"
4. Call export_crossmark_article_to_articlemeta(user, article) and confirm a document exists in the crossmark_article MongoDB collection with the expected structure

Algum cenário de contexto que queira dar?

The JATS related-article-type vocabulary does not align 1:1 with Crossref CrossMark update type. Ambiguous cases (corrected-article → correction, updated-article → new_version) use the closest semantic equivalent. The mapping lives in choices.JATS_TO_CROSSREF_UPDATE_TYPE and can be refined editorially. The crossref_update_type field can also be set explicitly (e.g. via <custom-meta>) to override the auto-mapped value.

Screenshots

N/A — backend-only data pipeline.

Quais são tickets relevantes?

Exportar dados referentes a crossmark para o articlemeta

Referências

• Crossref CrossMark schema
• JATS related-article-type attribute values

Original prompt

---

This section details on the original issue you should resolve

<issue_title>Exportar dados referentes a crossmark para o articlemeta</issue_title>
<issue_description>### Descrição da tarefa
Exportar dados referentes a crossmark para o articlemeta.
Considerando que para gerar o crossmark, há certos dados que atualmente não existem no articlemeta, precisamos exportar os dados faltantes para o articlemeta, e estes dados podem ser extraídos do XML do SPS Package, dados do Journal e dados de configuração crossref / crossmark.
Então,

• identifique os dados faltantes
• estes dados faltantes devem ser modelados e inseridos em uma nova coleção (crossmark_article) do mongodb para evitar conflito ou perda se registrado no mesmo documento mongodb

1. addendum

Informação adicional relevante publicada após o artigo original.

<crossmark>
  <crossmark_version>1</crossmark_version>
  <crossmark_policy>https://www.scielo.br/crossmark-policy</crossmark_policy>
  <updates>
    <update type="addendum">
      <doi>10.1590/addendum-example-001</doi>
      <date media_type="online">
        <month>03</month><year>2025</year>
      </date>
    </update>
  </updates>
</crossmark>

---

2. clarification

Esclarece ambiguidade ou trecho confuso sem alterar conclusões.

<crossmark>
  <crossmark_version>1</crossmark_version>
  <crossmark_policy>https://www.scielo.br/crossmark-policy</crossmark_policy>
  <updates>
    <update type="clarification">
      <doi>10.1590/clarification-example-002</doi>
      <date media_type="online">
        <month>04</month><year>2025</year>
      </date>
    </update>
  </updates>
</crossmark>

---

3. correction

Termo genérico para correção de erro não classificado abaixo.

<crossmark>
  <crossmark_version>1</crossmark_version>
  <crossmark_policy>https://www.scielo.br/crossmark-policy</crossmark_policy>
  <updates>
    <update type="correction">
      <doi>10.1590/correction-example-003</doi>
      <date media_type="online">
        <month>05</month><year>2025</year>
      </date>
    </update>
  </updates>
</crossmark>

---

4. corrigendum

Correção formal de erros introduzidos pelos autores.

<crossmark>
  <crossmark_version>1</crossmark_version>
  <crossmark_policy>https://www.scielo.br/crossmark-policy</crossmark_policy>
  <updates>
    <update type="corrigendum">
      <doi>10.1590/corrigendum-example-004</doi>
      <date media_type="online">
        <month>06</month><year>2025</year>
      </date>
    </update>
  </updates>
</crossmark>

---

5. erratum

Correção de erros introduzidos pela editora (tipografia, etc.).

<crossmark>
  <crossmark_version>1</crossmark_version>
  <crossmark_policy>https://www.scielo.br/crossmark-policy</crossmark_policy>
  <updates>
    <update type="erratum">
      <doi>10.1590/erratum-example-005</doi>
      <date media_type="online">
        <month>07</month><year>2025</year>
      </date>
    </update>
  </updates>
</crossmark>

---

6. expression_of_concern

Editor expressa preocupação com integridade dos dados/metodologia.

<crossmark>
  <crossmark_version>1</crossmark_version>
  <crossmark_policy>https://www.scielo.br/crossmark-policy</crossmark_policy>
  <updates>
    <update type="expression_of_concern">
      <doi>10.1590/eoc-example-006</doi>
      <date media_type="online">
        <month>08</month><year>2025</year>
      </date>
    </update>
  </updates>
</crossmark>

---

7. new_edition

Nova edição do trabalho (livro/monografia); substitui a anterior.

<crossmark>
  <crossmark_version>1</crossmark_version>
  <crossmark_policy>https://www.scielo.br/crossmark-policy</crossmark_policy>
  <updates>
    <update type="new_edition">
      <doi>10.1590/new-edition-example-007</doi>
      <date media_type="online">
        <month>09</month><year>2025</year>
      </date>
    </update>
  </updates>
</crossmark>

---

8. new_version

Nova versão do registro (preprint → VoR, dataset atualizado, etc.).

<crossmark>
  <crossmark_version>1</crossmark_version>
  <crossmark_policy>https://www.scielo.br/crossmark-policy</crossmark_policy>
  <updates>
    <update type="new_version">
      <doi>10.1590/new-version-example-008</doi>
      <date media_type="online">
        <month>10</month><year>2025</year>
      </date>
    </update>
  </updates>
</crossmark>

---

9. partial_retraction

Retratação de parte do artigo (seção, figura, experimento).

<crossmark>
  <crossmark_version>1</crossmark_version>
  <crossmark_policy>https://www.scielo.br/crossmark-policy</crossmark_policy>
  <updates>
    <update type="partial_retraction">
      <doi>10.1590/partial-retraction-example-009</doi>
      <date media_type="online">
        <month>11</month><year>2025</year>
      </date>
    </update>
  </updates>
</crossmark>

---

10. removal

Conteúdo removido (legal, segurança nacional, etc.); DOI mantido.

<crossmark...

</details>



<!-- START COPILOT CODING AGENT SUFFIX -->

- Fixes scieloorg/core#1376

<!-- START COPILOT CODING AGENT TIPS -->
---

💡 You can make Copilot smarter by setting up custom instructions, customizing its development environment and configuring Model Context Protocol (MCP) servers. Learn more [Copilot coding agent tips](https://gh.io/copilot-coding-agent-tips) in the docs.