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Snapshot
As Open Access (OA) reporting needs continue to evolve, publishers face increasing pressure to ensure accurate, timely, and transparent data exchange across systems. This case study highlights how the Microbiology Society partnered with Kriyadocs, OA Switchboard, and Copyright Clearance Center to improve interoperability and create smoother, more reliable OA data flows.
OA Reporting, Automated
Publication-ready metadata exchanged automatically at Version of Record—reducing manual handoffs and reconciliation steps.
Challenge
For society publishers, Open Access reporting involves multiple stakeholders, systems, and data handoffs. Publication events, licence information, and institutional notifications must move smoothly and accurately between production platforms, intermediaries, and downstream reporting systems.
Fragmented workflows and manual touchpoints can introduce delays, inconsistencies, and additional overhead for publishing teams, particularly when reporting needs to support transparency initiatives and institutional requirements at scale.
Solution
To address these challenges, the Microbiology Society has adopted an interoperability-first approach by leveraging the Kriyadocs journal production platform as their production system, connecting post-acceptance publishing workflows directly to the OA reporting ecosystem. By anchoring production and metadata enrichment within Kriyadocs, the Society has ensured that OA reporting was driven from a single, authoritative source rather than stitched together across disconnected systems.Our experts designed a scalable remediation workflow that combined automated quality control with rigorous validation steps. Each file was reviewed, corrected, and retested to meet the latest standards, ensuring seamless compatibility across devices and platforms. This approach, led by intelligent automation, made the remediation process 10x faster than traditional manual methods.
Kriyadocs, a Certified Integrator for OA Switchboard, has implemented a direct integration between its XML-first journal production platform and OA Switchboard. This enables structured, automated exchange of enriched article-level metadata at the point of publication. As articles reach Version of Record, standardized publication messages are transmitted to OA Switchboard, ensuring that relevant OA information is shared accurately and without delay. As part of this workflow, Kriyadocs also integrates license and payment-related metadata from external systems such as Copyright Clearance Center (CCC) RightsLink for Scientific Communications. CCC, through its RightsLink services, supports Open Access agreements, licensing, and transactional workflows. Kriyadocs combines this financial and licensing metadata with article-level publication metadata generated within its production workflow, creating a validated and enriched metadata feed.
These interoperable connections create a more reliable and transparent flow of OA information across production, reporting, and licensing environments. For the Microbiology Society, this integration embeds OA reporting directly into the production workflow, supporting accurate and timely data exchange through shared infrastructure.
Impact
• Improved interoperability between production, OA intermediaries, and reporting systems
• Smoother, automated flow of OA metadata at the point of publication
• Reduced manual handling and reconciliation across publishing workflows
• A scalable foundation to support evolving transparency and reporting initiatives
Voices from the Collaboration
“The Microbiology Society are pleased to collaborate with CCC RightsLink, Kriyadocs, and OA Switchboard to ensure accurate reporting on OA publications across our portfolio. The seamless running of this reporting brings benefits to authors, librarians, and publishers alike,” said Joe Kelly, Publishing Operations Lead of Microbiology Society.
“Publishers are under increasing pressure to efficiently report on Open Access data across an increasingly connected ecosystem,” said Ravi Venkataramani, CEO of Kriyadocs. “This collaboration demonstrates how interoperable workflows can remove friction and enable reliable and timely data exchange across publishing systems.”
“As a community-driven, not-for-profit metadata exchange hub, OA Switchboard connects publishers, institutions, and funders,” said Yvonne Campfens, Executive Director of OA Switchboard. “We are very pleased that Kriyadocs, as a certified integrator, now enables participating publishers to send validated financial data together with article-level publication metadata from a trusted, authoritative source.”
“By serving as the source of verified OA financial data within this integration, RightsLink empowers publishers and collaborators across the scholarly ecosystem to deliver greater transparency, efficiency, and trust to the research community,” said Jamie Carmichael, Senior Director, Information & Content Solutions, CCC.
By prioritising interoperability and connected workflows, this collaboration between the Microbiology Society, Kriyadocs, OA Switchboard, and CCC demonstrates how publishers and infrastructure partners can work together to enable smoother data flows and more transparent OA reporting across the scholarly publishing ecosystem.
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