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Implement new category aliases for cs/math/stat and add a new category for q-fin - In the past the creation of category aliases (e.g. math.IT/cs.IT) and associated recategorization of articles has required a mix of manual DB edits and one-off scripting. We will develop tools to safely do bulk edits of this sort. Testing is also required to ensure that having articles where the primary classification does not match the old-style id as a result of these new aliases is handled correctly everywhere. Status as of 8/13: Not done

Improve author identifier support and data export - Add basic support for ORCID and other author identifiers associated with arXiv accounts. Add periodic data dumps for all public authorship data. Status as of 8/13: Not done

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Recruit an Interim arXiv Scientific Director -We created a new position to provide intellectual leadership for arXiv's operation.  First we would like to test this position and refine the job description. In support of this goal, we'll recruit a temporary Scientific Director at 0.20 FTE capacity to explore how such a position can contribute to arXiv in formulating overall scientific direction of the service and its policies.

Test and refine  the operation of the new governance model -The arXiv principles aims to clarify the authority, responsibilities, and constraints of CUL, MAB, and SAB. Ironing out problems and developing a working system may system will require some time to test and observe the inner operation of the governance model.  For instance, there may be overlaps and tension, due to role ambiguity or personality conflicts. Currently there is not a clear mechanism to settle potential conflicts among the three chambers - CUL, MAB, SAB. CUL will engage SAB and MAB in proactively identifying and addressing problems. The first strategy to reduce/avoid tension is having in place a roadmap for arXiv so that everyone knows the CUL team's priorities and goals. Both boards need to understand the vision, priorities, and challenges to be able to contribute to the arXiv's governance. Status as of 8/13: In progressCreate a working relationship between SAB and MAB - The advisory groups need to regularly exchange information in order to contribute to each other's agendas in a meaningful and useful manner. For instance, CUL will provide joint briefings(reports) to SAB and MAB to highlight common interest areas and complementary perspectives. Having ex officio member representation in each group will also faciliate information sharing and developing a common understanding of the respective goals. Status as of 8/13: In progress as we've appointed representatives for each group We will continue our engagements with both of the boards and experiment with different communication strategies.

Further refine the benefits of being a member for participating institutions - During the governance planning meetings, several ideas emerged as potential free services for members; however, implementing these features may require significant staff time. Therefore these services need to be considered in the context of arXiv's current maintenance and development priorities. After the MAB is formed, in order to better understand demand for services, CUL will invite ideas/proposals and  review them with MAB and SAB.  Some of the ideas to be considered include: submission-based data when arXiv's metadata structure is ready; institutional repository bulk download.  Member institutions are also very keen on informing their scientists and researchers about arXiv's business model (e.g.,arXiv LibGuide to share with their faculty and students in related disciplines). Often, we are advised to make it easier to find business info on the arXiv webpage (one idea proposed is to put links from abstracts or submission forms to 'sustainability' page). Status as of 8/13: To be discussed during the September SAB meetingWe will engage the MAB to discuss possible ideas and assess their potential value and requirements from the arXiv team.

Continue the membership drive - We are very encouraged with the five-year pledges received so far. We want to increase the number of arXiv member institutions to create a large and international network of supporters. Another goal is to be able to reduce the institutional membership fees in the future (current annual institutional fees are in the $1,500-$3,000 range). Status as of 8/13: In progress 

New Partnerships & Communication

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