Throughout 2020, a project was run to prepare for the OA Switchboard to go live as an operational solution.
As a priority, the following types of information exchange were addressed:
Eligibility Enquiry: Help authors (and their publishers) understand - in the specific article-metadata situation at hand - whether a particular journal that they want to submit to has the potential to fulfil the requirements of their institution and/or research funder and whether central funding is available to pay for any open access publication charges that may be required.
Note: prior agreements between parties are not required.
Publication/Payment Settlement Notification (previously referred to as Payment Request): Help, at the point of acceptance or publication, to ensure the financial settlement between publisher on the one hand, and institution and/or research funder on the other, can be done. Either via an open access publication charge, or via an applicable open access membership arrangement or offsetting/hybrid/transformative agreement.
Note: the OA Switchboard will not serve as central payment intermediary and will not therefore process any OA financial transactions.
The roadmap for the OA Switchboard project was:
Phase 1: Project set-up
Phase 2: Detailed needs analysis and definition of product specs, including assessment of existing products and services that could be leveraged
Phase 3: Selection of a third party software development provider to build an MVP
Phase 4: Pilot and final deliverables: the MVP and a sustainable governance and funding set-up
In August 2020, the Minimum Viable Product (MVP) was delivered, i.e. the smallest feasible product, developed as an open source solution by our third party tech provider ELITEX. The MVP was developed in close collaboration with our Advisory Group and a small number of stakeholders. We’re now in the pilot phase (until the end of the year) and have already obtained sufficient proof that the MVP is viable in itself and adds value for the stakeholders: it reduces inefficiencies, and saves time and cost. The OA Switchboard has the potential to make things more manageable and more efficient.
Throughout the whole project we’ve regularly reported to and collaborated with representatives of all stakeholder groups. Status updates and demo videos can be found here.
Organisation and governance of the 2020 Project
A Steering Committee consisting of an equal balance of publisher representatives, library/institutional representatives, funder representatives, and a representative from OASPA. The Steering Committee is intended to be a core unit that can provide oversight by representation of the main stakeholder groups who are facing these shared challenges.
An Advisory Group consisting of individuals and representatives of stakeholder groups who will contribute by expertise to supplement the work of the Steering Committee. Members will be invited and appointed at the discretion of the Steering Committee. We’ll aim to work with existing structures and organisations as much as possible.
In the course of 2020 Working Groups were established to gather ideas, prepare for further continuous improvement cycles and to ensure we tie-in to existing initiatives and groups.
In close collaboration with a small number of Pilot Users and our Advisory Group the initiative and MVP were further shaped.
A Project Manager appointed by OASPA to lead the OA Switchboard project.
Steering Committee of the 2020 Project
California Digital Library
Max Planck Digital Library
The Royal Society
Advisory Group of the 2020 project
The Advisory Group consists of individuals and representatives of stakeholder groups who will contribute by expertise to supplement the work of the Steering Committee.
Geoffrey Bilder, Crossref - Technical Advisor
Adam Hyde, Coko Foundation - Technical Advisor
Kamran Naim, CERN - Technical Advisor
Colin Adcock, IOP Publishing
Roheena Anand, Royal Society of Chemistry
Stacey Burke, American Physiological Society
Brian Cody, Scholastica
Fiona Counsell, Taylor & Francis
Matthew Day, Cambridge University Press
Gunther Eysenbach, JMIR
Jennifer Fleet, Aries/Editorial Manager
Rupert Gatti, Open Book Publishers
Max Haring, University of Amsterdam
Ruth Harrison, Imperial College London
Alison Hope, Emerald
Martin Jagerhorn, Chronos
Roy Kaufman, Copyright Clearance Center
Alex Kohls, CERN
Leah Kristensen, Manuscript Manager
Nick Lindsay, MIT Press
Michael Markie, F1000Research
Tasha Mellins-Cohen, Microbiology Society
Dan Morgan, PLOS
Max Mosterd, Knowledge Unlatched
Bill O'Brien, Aptara
Stephanie Paalvast, Brill
Louise Page, Gates Foundation
Damian Pattinson, eLife
Emily Poznanski, De Gruyter
Lucy Robinson, Sage
Johan Rooryck, cOAlition S
Elisabeth Shook, Boise State University
Anne Simoneau, EDP Sciences
Jeroen Sondervan, University Utrecht
Nick Taylor, Atypon
Bryan Vickery, Crossref
John Willinsky, PKP
Contributors and sponsors of the 2020 project
The 2020 project was funded via generous contributions and donations of our contributors and sponsors who financially support the initiative:
Bill & Melinda Gates Foundation
Copyright Clearance Center
Imperial College London
Max Planck Digital Library
The Royal Society