Core Router Update | The OA Switchboard I

“On the first working day of 2023, we shared our plans for the coming year. Building on the successes and lessons learned from 2022, we reconfirmed that our overarching focus will continue to be on:  authoritative data from source; interoperability of existing systems; and, connecting the dots of existing PIDs.


With this in mind, our first development iteration of 2023 involves a core router update, which is built on feedback from our participants.

Research institutions asked us to further develop the existing ‘auto-cc’ feature, that delivers alerts and metadata on publications from non-corresponding authors via a P1-PIO message (Public Information Only). What is now added, with today’s release, is the feature to also deliver these alerts and metadata in case of non-primary affiliations. This means that if an author has more than one affiliation in the version of record, and the institution is not the first affiliation listed, they now also receive a copy of the P1-PIO message….”

Data-Driven Approaches to Design your OA Strategy

“This practical evidence-based webinar is suitable for those within research institutions, funders and academic publishers.

Register today for this webinar to learn and contribute to the discussion.

Open Access (OA) ambitions are continuously being developed, implemented and evaluated by different stakeholders in our ecosystem. There is increased appreciation that transparency and (meta)data are needed to support the broader transformation to OA, and for the design of distinct OA strategies. The required infrastructure and tools exist and continue to advance, and standardised data are increasingly available.

In this webinar our speakers will discuss from their own experiences how they use solid facts and figures to monitor and manage policy and deal compliance, and how we all are getting better at decision-making and strategy-design through quality data….”

SciELO joins OA Switchboard with over 300 open access journals in the SciELO Brazil collection

SciELO Brazil is delighted to announce a partnership with the OA Switchboard making it much easier for research institutions and their libraries worldwide to be alerted to articles of affiliated authors in Brazilian open access journals and connect with their research. Integration between SciELO and the OA Switchboard is now in place, and SciELO Brazil has begun sending automated publication notification messages (so-called P1 messages), with article-level metadata.

The OA Switchboard and Jisc: What’s in it for HEI who are Jisc members? – Research

“Back in December 2020, UKRI, The Wellcome Trust and Jisc announced that we were the first organisations in the UK to support the establishment of something called the OA Switchboard. Shortly thereafter, Jisc announced that any higher education institution (HEI) who is a Jisc member could participate in the Switchboard for free for a three year period, concluding in December 2023.  We are pleased to announce that the agreement has been extended in principle for an additional three years starting in January 2024, again allowing HEI who are Jisc members full participation in the OASB.

Participants use the OA Switchboard in a number of different ways. Research funders, institutions/libraries or consortia and publishers can discover a multitude of benefits and applications in a range of participants’ use cases presented on the OASB website. The OASB is a hub that allows for the standardised communication of these very important stakeholders….”

Better data exchange for Open Access publications: TIB, ZB MED and ZBW sign agreement with OA Switchboard

“The three specialised German National Libraries will fund participation in the OA Switchboard initiative for universities and research institutions in Germany until the end of 2024.

Open Access makes research results freely available to all, and the Open Access transformation is progressing steadily. Many stakeholders are involved in this process: Researchers, academic institutions including libraries, research funders, and publishers.

The OA Switchboard provides a central interface for the rapid standardized exchange of information and messages between universities, universities of applied sciences or research institutions on the one hand and publishers or research funders on the other hand. It was developed to improve communication about submitted and published articles by transmitting relevant metadata about each article in a timely manner and in a standardized data format. In this way, the OA Switchboard can support institutions such as libraries or universities in the necessary documentation of Open Access publications by their own researchers.

The three specialised German National Libraries, TIB – Leibniz Information Centre for Science and Technology, ZB MED – Information Centre for Life Sciences and ZBW – Leibniz Information Centre for Economics are jointly funding access to the OA Switchboard for universities and research institutions throughout Germany for a two-year pilot phase covering 2023 and 2024….”

Blog post 9Dec2022 | The OA Switchboard I

“Following on from our initial post on the ‘intermediary’, the second on the ‘institution’, the third on the ‘publisher’ and the fourth on the ‘funder’ in the series, in this last post in this series we cover how we work together with other community led foundational (infrastructure and standards) solutions, and innovative services and solutions (both commercial and non-commercial) that are being built on top, and also how our tech partner (ELITEX), and their Dutch branch (Appetence), fit into all this….”

How the OA Switchboard fits into the ecosystem (PART 3/THE PUBLISHER)

“Academic publishers vary greatly in origin and purpose: learned societies, university presses, not-for-profit institutions, scholar-led initiatives, family-owned businesses, large (public) companies and more. A historical overview worth a read is here.


Publishers’ open access strategies and business models become more prevalent, increasingly complex and diverse (subscriptions, APC-based, diamond, through collective, community or institutional funding, for example). What do publishers do to navigate the open access research and publishing maze and how does OA Switchboard practically support them in this?…”

How the OA Switchboard fits into the ecosystem (PART 2/THE INSTITUTION)

“Following on from our previous post, here we focus specifically on the relevance of the OA Switchboard to the stakeholder group ‘institutions’.

?What institutions gain by partnering with the OA Switchboard

Institutions receive publication metadata from publishers in different ways (that also often change) which leads to complex technical integrations and increased manual handling. The OA Switchboard ‘message hub’ simplifies the sharing of information, and delivers data quickly and clearly.


What’s in it for institutions?


Two use cases:

Reporting Made Easy

Matching Publication Costs with Publication Funds

Consistent data format from multiple publishers

Reduce (manual) efforts and increase efficiency

Because it’s the right thing to do…


For the ‘reporting made easy’ use case this means:

Structured data (Excel or JSON) and a standardised protocol providing data in a consistent format across publishers. Support the ease of integration with your systems.

Authoritative data from source, leveraged with persistent identifiers (PID’s) e.g. DOI’s, ORCID and ROR id’s.

Notifications are pushed instantaneously upon publication, via one API, across multiple publishers.

A safe space for publication metadata: independently managed, shared infrastructure that allows for the transparent exchange of data….”

How the OA Switchboard fits into the ecosystem with collaboration and transparency built-in (PART 1)

“As research funders and institutions are expanding open access requirements, and business models become increasingly complex and diverse, how do stakeholders navigate the open access research and publishing maze??

How do publishers support a smooth and compliant author journey and report on open access publication output?

How do funders demonstrate the extent and impact of their research funding and deliver on their commitment to open access?

How do research institutions, and their libraries, connect with their research and simplify their workflows?

The OA Switchboard is a mission-driven, community led initiative designed to simplify the sharing of information between stakeholders about open access publications throughout the whole publication journey. It provides a standardised messaging protocol and shared infrastructure that is designed to operate and integrate with all stakeholder systems, and can help with these challenges above. It is built by and for the people who use it, and is leveraged with existing PIDs.?

Who are these stakeholders, systems and identifiers, and how do we fit into the overall open access (OA) publishing ecosystem?


This post, the first in a series to answer that question, is about the ‘intermediary’ concept….”

Fully OA Publishers Live on OA Switchboard – OASPA

“OASPA founded OA Switchboard in 2020 and remains a proud strategic partner. It has been wonderful to see the OA Switchboard develop as a truly collaborative initiative and we are happy to share news that a number of fully open access (OA) publishers have now implemented their connection to OA Switchboard.

OA Switchboard is set up for all publishing business models but one of the great benefits is that it gives visibility to smaller publishers and fully OA publishers who most often lack the opportunities to make direct publishing agreements with institutions. This is one of the main reasons OASPA supported the initiative, so it is great to see these publishers go live with OA Switchboard. The born OA publishers now connected include AboutScience, Beilstein-Institut, Copernicus, eLife, Hindawi, JMIR Publications and PLOS. …”

PLOS and OA Switchboard Announce Partnership – The Official PLOS Blog

“The Public Library of Science (PLOS) and the OA Switchboard today announced a partnership that will enable PLOS to better manage its Open Access publishing agreements with institutions, while also providing greater transparency and metadata to our stakeholders, including consortia, libraries and funders.

PLOS was part of the founding working group that sought to tackle the challenge of supporting funder policies, realizing agreements and developing new business models to support a broader move to Open Access (OA) publishing, and the result was the OA Switchboard which was launched in 2020 by the Open Access Scholarly Publishing Association (OASPA) to serve OA publishers, research institutions and funders alike….”

OA Switchboard 2022 mid-year review: Collaboration drives growth and progress

“We’re happy to report on the huge amount of progress made so far as we reflect on how things are looking halfway through the second year of our 2021-2022 launch phase.


Our blog post OA Switchboard one year live: Community, collaboration, and delivering on the promise of PIDs detailed our achievements in 2021, the lessons learned from the first year of our launch phase and considered what is next on our agenda.

As we celebrated being fully operational for one year, we also proudly shared our end of year statistics: 84,377 messages were sent by participating publishers to research funders and institutions/consortia via the OA Switchboard (‘messages’ = standardised sets of publication-level metadata)….”