Link to 2013 arXiv Road Map
Technical
Items are listed in approximate priority order.
Add automatic classification checks to submission system - We will use classifier software developed by Paul Ginsparg to classify incoming submissions according to our category scheme. Where these automatic classifications differ significantly from the user-selected classifications we will add a warning to the moderator alerts.
Improve tools and interfaces to support moderators - We will work with the SAB and moderators to define and develop better tools that allow moderators to interact more directly and efficiently with the arXiv system and administrators. The overarching aim is to make best use of available moderator effort by making the work of moderators as quick and convenient as possible, consistent with achieving the quality goals and following policies set out by the SAB.
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.
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.
Improve dataset support - Review use of and experience with the Data Conservancy pilot and then either discontinue or improve interaction. Decide on a medium-term strategy for data and consider assigning DataCite DOIs for ancillary files. Status as of 8/13: The Data Conservancy pilot was discontinued (http://arxiv.org/help/data_conservancy) experience reviewed. We will continue to support modest sized datasets and other materials using the existing ancillary files mechanism (http://arxiv.org/help/ancillary_files), and will ingest data from the pilot as ancillary files to support it long-term. We have subscribed to the EZID service and will assign DataCite DOIs to ancillary files.*
Security and login, email privacy - There are significant deficiencies which should be addressed. Issues include: all password entry and authenticated interactions should occur via https; domain based cookies should not be sent to mirror sites; and user email addresses should be more carefully protected.
Alerting system - The email alerting system remains popular but the mechanisms for subscription management are outdated. Users should be able to see and control their subscriptions from their user account page. New software will be developed to replace the extremely old and hard to maintain software implementing the current email subscription system. Status as of 8/13: Not done
User Support and Moderation
Define and implement new tools and interfaces for moderators - Work with existing moderators and IT to define and implement new tools and interfaces to support the work of moderators. See "Improve tools and interfaces to support moderators" in Technical section above.
arXiv moderator coverage and evaluation - Work with subject committees to attain a full complement of moderators. Develop and implement metrics for evaluating moderator performance, to share with subject committee chairs.
General Physics moderation - Work with Physics Advisory Committee to implement an effective moderation process for the General Physics category.
Scientific Director - Work with various stakeholders to define the role of the Scientific Director with respect to daily moderation processes and workflows.
Evaluate administrative processes - Work with Scientific Director to evaluate arXiv administration processes and staffing, especially in light of evolving moderation tools.
arXiv category definitions - Work with Physics Advisory Committee to develop public subject category descriptions for existing physics categories. Only a small number of physics categories currently have descriptions. Defining the scope and boundaries of the categories will help users, moderators, and administrators.
Business Model & Governance
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 will require some time to test and observe the inner operation of the governance model. Both boards need to understand the vision, priorities, and challenges to be able to contribute to the arXiv's governance. 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. We 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. We recently formed two SAB subcommittees. The first one aims to assess and revise our tier model to consider other classes of member categories such as scientific societies (to be implemented during the next 5-year plan). The second group will focus on fund raising policies & strategies such as the potential addition of a 'Give' button to arXiv homepage to encourage donations.
New Partnerships & Communication
Continue the dialogue with publishers/societies - Continue information exchange with publishers/societies represented in arXiv, especially in exploring the evolving public policies and open access mandates. One of the ideas is implementing a pilot with the IOP for faciliating deposit of author version of articles to arXiv after they are published.
Define and communicate measures of success - To address this dynamic process, one goal over the next several months is to create an assessment model to help CUL continue to fine-tune the sustainability model. Working with SAB and MAB, we will develop an assessment framework with three key components. Desired outcomes and success measures to measure progress (for instance, dynamics of the governance model, level of financial support, enhancements to arXiv, improvements to moderation system, etc.); Assessment model to gauge and report success based on the identified outcome measures.