Who’s afraid of open infrastructures? | Research Information

“Joanna Ball, Yvonne Campfens and Tasha Mellins-Cohen underline the importance of non-profit infrastructure and standards bodies…

both COUNTER and DOAJ are essential components of the knowledge ecosystem – but new challenges arise and new organisations are needed to help meet them. In 2018 the idea for the OA Switchboard (https://www.oaswitchboard.org/) was conceived to allow publishers, libraries and research funders to easily share information about OA publications throughout the publication journey, synchronising data from a multitude of systems and processes that would otherwise have to be manually connected within each separate organisation.

What do these organisations have in common? We are all owned and led by our community, and we’re not for sale or for profit. We are foundational open infrastructure and standards bodies, operating behind the scenes with low budgets and limited staffing – none of us have salespeople, marketing teams, exhibition budgets or in-house technology support. We collaborate with one another and with bigger bodies like Crossref, ORCID and NISO to create the foundations on which much scholarly infrastructure relies.


And foundations is absolutely the right word: scholarly communications is an exciting and innovative space with new commercial and non-commercial services springing up almost daily. We deliver value through open infrastructure, data and standards, and naturally services and tools have been built by commercial and not-for-profit groups that capitalise on our open, interoperable data and services – many of which you are likely to recognise and may use on a regular basis….”

ACS Publications Flips the Switch to Simpler, Easier Open Access Reporting | ACS Publications Chemistry Blog

“As part of our ongoing commitment to open science, ACS Publications is pleased to announce that later this year, we will join the OA Switchboard initiative alongside other publishing partners such as Oxford University Press, the Royal Society of Chemistry, and Cambridge University Press. OA Switchboard is a mission-driven initiative designed to simplify the sharing and reporting of open access journal information throughout the entire publishing process….”

Mid-summer reflections on our five years’ journey…

“OA Switchboard has been live as operational solution since 1 January 2021 (17 consortia and multi-site participants, 154 institutions, 31 publishers, more than 5,100 ‘organisations’, over half a million ‘messages’), supporting two use cases for journal article publications and a variety of business models, including non-APC based models. It operates a sustainable governance and funding model via Stichting (‘foundation’) OA Switchboard, founded by OASPA in October 2020. Security and privacy is ensured via technology and contracts. All participants in OA Switchboard sign the same Service Agreement that the General Terms & Conditions are an integral part of….”

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. …”