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About the American Society for Microbiology
The American Society for Microbiology (ASM) is a distinguished professional life science organization comprising more than 30,000 scientists, educators, and health professionals dedicated to advancing microbial sciences globally. ASM is uniquely positioned to unite key stakeholders in order to establish life-saving programs, advocate for science funding, nurture the next generation of microbiologists, and address pressing global health challenges. With a mission to foster diversity in the field of microbial sciences, ASM strives to make it the most inclusive area within STEM.
Data-Driven Open Access at Scale
Powering S2O across 6 journals with automated institutional matching and real-time threshold tracking.
The Objective
As ASM prepared to transition its six subscription journal titles to a Subscribe-to-Open (S2O) access model, the publisher set out to achieve the following objectives:
• Enable accurate, transparent tracking of institutional subscribers toward open access thresholds
• Establish consistent institutional identification across subscriptions, including naming variations, multi-site institutions, and consortia
• Simplify subscription validation across multi-site institutions and consortia
• Reduce manual effort through automated metadata workflows
• Gain clear insight into entitlements and usage, supporting evidence-based decisions on flipping journals to open access
The Solution
ASM partnered with Kriyadocs to implement a data-driven foundation for its Subscribe-to-Open initiative, combining robust metadata integration with post-acceptance workflow management.
Kriyadocs ingested ASM’s subscriber data and normalized institutional records, matching institutions across naming variations and linking each to a unique Ringgold ID to ensure consistent identification. This institutional matching is automated within the platform and supported by human-in-the-loop validation, ensuring accuracy in complex cases such as consortia memberships, multi-site institutions, and more.
Automated validation mapped multi-site institutions and consortia accurately, reducing manual effort and ambiguity around entitlements. At the journal level, Kriyadocs enabled configurable S2O threshold setting, enabling ASM to define, monitor, and adjust participation thresholds independently for each journal as S2O policies and participation patterns evolve over time.
S2O reports provided clear visibility into institutional participation, usage, access status, and progress toward open access thresholds. These capabilities ensured that S2O execution remained both operationally reliable and flexible enough to support future changes in journal strategy or open access requirements.
Key Outcomes
• Accurate, human-validated S2O threshold tracking: Enabled monitoring of institutional participation through automated Ringgold matching supported by expert review.
• Standardized institutional identification at scale: Ensured consistent identification across naming variants, multi-site institutions, and consortia using Ringgold IDs with human-in-the-loop validation.
• Simplified subscription validation with reduced manual effort: Automated entitlement validation across institutions and consortia, lowering reconciliation workload while maintaining accuracy.
• Journal-level adaptability for evolving S2O models: Supported independent threshold setting and monitoring at the journal level, providing the ability to adjust participation targets as policies and subscriber dynamics change.
• Reporting for decision-making: Delivered insights into entitlements, usage, and access status to support evidence-based, year-by-year open access decisions.
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"Ringgold matching may sound like a wrestling move from childhood fantasies, but it's actually how we stopped losing our minds trying to figure out whether 'University of California' meant one of seventeen different campuses, a medical center, or a consortium that may or may not include Berkeley depending on which spreadsheet you're looking at. Kriyadocs gave us the automation to handle the grunt work and the human validation to catch the weird edge cases. We now can sleep at night knowing our S2O numbers are accurate and there are fewer people within ASM dedicating their entire existence to Excel archaeology."
David Haber
American Society of Microbiology
By working together to align institutional data with post-acceptance workflows, ASM and Kriyadocs have established a strong foundation for executing the Subscribe to Open model efficiently and with confidence.
Let's Talk
Looking to make your Subscribe-to-Open strategy more transparent, scalable, and data-driven?
Get in touch to explore how Kriyadocs can enable reliable, data-driven open access workflows.