Operations & sustainability

We are a not-for-profit organisation, registered in the United States of America as a 501(c)6 (a “trade association”). We are sustained by a mixed-model with annual membership fees that are tiered according to organisational size and a one-time Content Registration fee for each record whose metadata is registered with us. We also provide both free metadata retrieval and paid-for options for access to and support for using this open metadata, along with other collective-access tools and services for our members only, such as Similarity Check.

Members can and do participate in many ways and contribute to our global network of linked scholarly content. We are governed by sixteen elected members that form our board, each serving three-year terms.

Crossref adopted the Principles of Open Scholarly Infrastructure in 2020, and this section of our website is part of our commitment to transparent operations. From here you can find information about our financials, our membership operations, our policies, and our staff handbook and other formerly-internal documents.

Sustainability at Crossref

Revenue from Crossref’s annual dues and services sustains operations. Financial sustainability is a difficult task for open community infrastructures, and often a work in progress. Through decades of steady growth and careful management, Crossref has achieved financial health: a mixed model of membership- and activity-based revenue, rather than reliance on grant funding that can be withdrawn at short notice, and an operating reserve equal to one year’s expenses—a goal we reached in 2023.

Sustainability is a target to hit, not a surplus to hoard. Once our goals were met, we began returning the difference to members: reducing fees and removing back-year registration fees, while investing accumulated reserves in rebuilding our systems and supporting community initiatives. Infrastructure that asks to be relied upon in perpetuity should be able to show how it will still be here—and still be useful—in fifty years, not just five.

Crossref’s openness journey

Principles can be easy to box-tick; the test is what actions follow the promise. Becoming more open is not one decision but an accumulation of them: nudges over time that add up. Openness is also about accessibility and being available for all relevant stakeholders to participate in the infrastructure that we operate. Here are some of the openness choices Crossref has made over fifteen years, through four lenses.

Community

  • Preprints and peer review as first-class objects (2016)
  • Open metadata analyses through I4OC (2017–2024) and I4OA (2019–)
  • Metadata 20/20 (2018–2022)
  • Crossmark fees removed (2020)
  • DOAJ partnership (2021–)
  • Introduced a new Global Equitable Membership (GEM) program (2023)
  • Barcelona Declaration support (2023–)
  • Fees reduced and back-year registration made free (RCFS, 2026)
  • Removed our metadata brokerage role from our member terms (2017)
  • “Metadata as facts” in our legal terms (2018)
  • Broadened membership eligibility to ‘producers’ not only ‘publishers’ (2018)
  • 100% of references made open by default (2022)
  • International non-profit association (AISBL) in formation (2026)

Governance

  • Author ID project, which became ORCID (2010)
  • Contested board elections introduced so members voting have a real choice (2017)
  • Org ID project, which became ROR which we still co-operate (2018–)
  • Adopted Principles of Open Scholarly Infrastructure (2020)
  • First funder elected to the board, broadening stakeholder governance (2021)
  • Non-voting membership category to extend participation to more of the world (2026)

Technical

  • Open REST API, free to all (2013-)
  • OJS plugins with PKP (2015–)
  • Acquired and opened the Retraction Watch data (2023)
  • Moved Oracle to Postgres: open-source database management (2024)
  • Moved data and systems to the cloud and closed physical data centres (2025)

Nothing here was inevitable, and much of it was argued over at the time. That is rather the point: the record of what an open infrastructure organisation has done is the best evidence for what it will do.

And it adds up. Openness is the mechanism; a connected scholarly record that everyone can rely on is the impact. For where this goes next, see our strategy.

The Principles of Open Scholarly Infrastructure (POSI)

Crossref publishes biannual POSI self-assessments of our progress toward and reflections on meeting those principles. We also worked with the other POSI-adopting organisations to develop version 2 of the Principles, based on community input. For more on this, see the summary and recording of our March 2026 webinar with other adopters through the Barcelona Declaration.

POSI matters to Crossref because it converts good intentions into checkable commitments, across three pillars: how an organisation is governed, how it is funded, and what insures the community and its assets if it fails.

The POSI principles, version 2, grouped under three pillars: governance, sustainability, and insurance

Cite the principles as: POSI Adopters (2025). The Principles of Open Scholarly Infrastructure. https://doi-org.ezproxy.csu.edu.au/10.14454/G8WV-VM65

The official ten fee principles

In July 2019 our board voted to approve the following set of principles to inform all future fee modelling and fee-related decisions. Crossref’s fees should:

  1. Enable us to fulfil our mission to make research outputs easy to find, cite, link, assess, and reuse
  2. Encourage best practice and discourage bad practice, as our policies and obligations advise
  3. Be non-discriminatory, encouraging broad participation from organisations of all sizes and types
  4. Support the long-term persistence of our services and infrastructure, so long as relevant and valuable to the community
  5. Deliver value to our members
  6. Be transparent and openly available, recommended by the Membership & Fees Committee and approved by the board
  7. Be the same for all, not discounted or negotiated individually, to ensure fairness
  8. Be independent of our members’ own business models
  9. Not always be necessary (e.g., new record types are not usually separate services)
  10. Be based on providing services not metadata

We are accredited in handling data

Crossref was awarded the SOC 2® accreditation most recently in 2025 after an independent assessment of our controls and procedures by the American Institute of CPA’s (AICPA).

The SOC 2® accreditation is awarded to service organisations that have passed standard trust services criteria relating to the security, availability, and processing integrity of systems used to process users’ data and the confidentiality and privacy of the information processed by these systems.

The AICPA’s assessment also reviewed our vendor management programs, internal corporate governance and risk management processes, and regulatory oversight.

Find out more about the SOC accreditation structure


We welcome public discourse about Crossref’s operations and sustainability. Please open a thread on our community forum if you have any questions or concerns to raise.

Page maintainer: Lucy Ofiesh
Last updated: 2026-July-25