PID strategies are being written around the world right now, and the decisions being made will shape the scholarly record for decades. After 25 years running open scholarly infrastructure—now on behalf of 25,000 members in 167 countries—Crossref has an informed perspective on what those decisions should ideally rest on. Today we’re setting it out in our’s first position paper: Persistent identifiers in research infrastructure policy: the need for a holistic approach. You can read it online or download the PDF; it’s a 16-minute read.
Research is rarely limited to a single contributor performing a single role. Behind every research output are people contributing in various ways: software development, data analyses, methodology design, and much more. Often, the same person contributes in several of these ways. Until now, Crossref metadata could only capture part of that picture, but this is changing with Schema 5.5.
Through user experience research (UXR) initiatives that take into account our diverse membership and community, we can have a continuous, deeper understanding of the role of metadata in our members’ workflows, and ensure that our work continues to meet our community’s needs. Your support is the key to this process, and will positively impact the wider community - and if you’d like to start today, you can take part in our latest initiative: help us improve our Events page by sharing your thoughts on the page’s feedback form.
Our 2026 Community Update took place on 13 May. Two calls, one for the eastern and one for the western time zone, highlighted how our global community is growing, how we’re refining the metadata that supports trust in the scholarly record, and connecting records more effectively through our latest tools.
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.
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–)
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.
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:
Enable us to fulfil our mission to make research outputs easy to find, cite, link, assess, and reuse
Encourage best practice and discourage bad practice, as our policies and obligations advise
Be non-discriminatory, encouraging broad participation from organisations of all sizes and types
Support the long-term persistence of our services and infrastructure, so long as relevant and valuable to the community
Deliver value to our members
Be transparent and openly available, recommended by the Membership & Fees Committee and approved by the board
Be the same for all, not discounted or negotiated individually, to ensure fairness
Be independent of our members’ own business models
Not always be necessary (e.g., new record types are not usually separate services)
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.
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