The arXiv roadmap is a living document and communication tool to accommodate continuous prioritization throughout the year. Items are listed in approximate priority order, subject to change based upon consideration of input from arXiv stakeholders, assessment of new opportunities and initiatives as they arise, and progress on next generation arXiv development.
Technical
Moderator Web UI: Implement enhancements to the existing moderation Web UI to improve the proposal system based on moderator feedback. Also, enable moderators to take multiple actions and commit them together as a set of actions. Develop a new alternate moderator user experience to offer an efficient way for moderators to work on multiple submissions on a single responsive web page. The alternate moderator user experience will provide new paradigm for category management, improved proposal features, and an improved notification scheme to decrease email volume for moderators.
Status: in progress
Moderation API: Define and implement a new API that provides a service endpoint for all essential operations necessary to support the moderation workflow. The API will be brought forward in to the new arXiv-NG architecture with the intention of it being able to support new applications and user interfaces in the future to support moderation in arXiv-NG.
Status: in progress
Upgrade database infrastructure: This is a system operations priority.
Status: in progress
PHP/tapir to PERL/Catalyst: Complete the conversion of PHP code to provide modularity, consistency, and improved maintainability of key parts of arXiv codebase. Migrate functions away from old PHP/Tapir codebase and into Perl/Catalyst (will mostly be done by end of 2016 but a few tasks remain).
Improve submission error checking: Analyze submission process to identify improvements and minimize submission errors for authors.
Author notification of reclassification: Add new features to provide authors with notification about reclassification of their paper. Notifications will provide information about follow-up action that is required (i.e., what action in what timeframe).
Auto-endorsement: Shift the auto-endorsement rules to work of a single white-list of recognized email domains. Expand the list of email domains that qualify for auto-endorsement. Develop an admin interface to update the auto-endorsement list.
Submission system security audit: This is a systems operations priority.
User Support & Moderation
Author curated links: Based on the findings of the arXiv user study , improving support for linking research data, code, slides and other materials associated with papers emerged as an important service to expand.
Publish physics category descriptions: Finalize input from moderators and publish the descriptions on arXiv.org. This work started in 2016 and we hope to complete early 2017.
Overlap policy: Implement the SAB Sept 2014 decision that cases of self-overlap get bounced to users before publishing.
Update Help pages: Assess which section of the Help pages to update in 2017 (submission, moderation, reading/downloading, etc). Rewrite those sections. Identify straggling pages and pages that could be slated for removal.
Systematize arXiv's individual archive pages: The "home" pages for individual archives within arXiv have grown organically over time and are inconsistent with each other and in some cases outdated.
Process Improvement
Stakeholder communication improvements: Improve the support ticketing process for Admin and SAB for making requests that need development. Provide a means for stakeholders to submit requests in a consistent way. Define best practices for prioritizing and ensure that requests do not not get lost in the action or become stale. Improve process of communicating with stakeholders to ensure that the loop is closed on each request and that the submitter receives updates on status and closure.
Continuous prioritization of development priorities: Modify the planning process so that the Roadmap becomes living document that can incorporate changes on a quarterly basis. Coordinate the communication between the SAB, the arXiv development and admin teams to ensure a transparent process that engages key stakeholders in a new prioritization process. Evolve development team tactical process to manage backlog and support tickets effectively and enable continuous evaluation of priorities and resources to maximize impact.
arXiv Workflow and Moderation analysis: Embark on a fresh analysis of workflows for moderators, appellate moderators, and Chairs. Identify and implement process improvements. This will inform both classic arXiv and arXiv-NG. Improve communication to moderators regarding system updates, process improvement, guidelines for moderation, and recruitment. Expand documentation on roles, relationships, and workflows between moderators, appellate moderators, committees, and Chairs.
Business Model, Governance, and Partnership
Recruit a Scientific Director: In 2014, we created the Scientific Director position to provide intellectual leadership for arXiv and appointed Dr. Chris Myers as the interim Scientific Director to test and refine the role. After Chris Myers's departure in April 2016, we have started to revise the job description with the goal of filling the position in 2017. The Scientific Director (.5 FTE) will collaborate with the arXiv staff and the arXiv's Scientific Advisory Board in providing intellectual leadership for arXiv's operations.
Status: After Chris Myers’ departure in April 2016 as the interim Scientific Director, we took a few months to review the original job description and expectations and Chris’s assessment of how the position played out in reality. Accordingly, a revised job description was developed and and announced and posted on several listservs, online job sites such as Physics Today (AIP), MathJobs (AMS), BrightRecruits (IOP), jobs.acm.org (ACM; and almost 30 chairs of physics/math departments were contacted to share the information with their faculty. After receiving several applications, the search committee (coordinated by Oya Rieger, including Dave Morrison (SAB), Carol Hoover (MAB/SAB liaison), and Eberhard Bodenchatz) is in the process of conducting preliminary phone interviews. The goal is appointing a SD this summer so that the incumbent can join the team before the annual SAB/MAB meeting.
Continue the membership drive & identify new funding sources: Ensuring a broad international network of supporters requires an ongoing effort in order to develop new outreach strategies and revenue sources. We will continue our efforts in increasing awareness about sustainability issues and the arXiv business plan. Also, we will raise additional revenue streams through online fund raising campaigns and the promotion of the new sponsorship program.
Status: in-progress with successful online fund raising efforts
Create a business model for 2018-2022: This is the final year of our 5-year business plan. We have started planning for the next 5-years during 2016 and will finalize and announce the new model, including a revised tier structure.
Status: The new business model was finalized and rolled out in Spring 2017: 2018-2022: Sustainability Plan for Classic arXiv
Raise funds to support arXiv-NG project: In addition to raising funds to support the current arXiv operation, during 2016, we successfully secured two grants in the amount of $650,000 to initiate the next-generation arXiv initiative, which is envisioned to be a 3-year project with a total budget of $3+ million. Therefore it is essential that we continue writing grants to raise the necessary funds for successful and timely completion of the project. Click for more information on arXiv-NG initiative.
Status: in-progress
arXiv Next Generation (arXiv-NG)
Based on the conclusions of ten months of planning activities during 2016, the arXiv team successfully secured a $450,000 grant from the Sloan Foundation to initiate the next-generation arXiv (arXiv-NG) initiative. The 18-month project will enable us to plan and begin to improve the architecture of this critical scientific infrastructure. We anticipate that a multi-phase design and development of a next-generation arXiv (arXiv-NG) will require approximately 3 years with an additional $2+ million budget, including requirements specification, evaluation of alternate strategies and partnerships, design of a new system architecture, assessment, and deployment. As we are developing arXiv-NG, during the next three years we will continue to rely on the existing system (Classic arXiv) and are committed to continue its robust services. Additional information: Next Generation arXiv
Another source of funding in support of arXiv-NG came from the Allen Institute for Artificial Intelligence (AI2). An initial gift of $200,000 for 2017 will support a collaboration between the Cornell University Library and the Cornell Computing and Information Science (CIS). This donation will allow us to hire a Research & Innovation Fellow to collaborate with the arXiv team in designing and integrating a series of updated, research-oriented features for arXiv. The ultimate goal is to integrate tools that emerge from research into the production system to improve user and moderator experience.
Special Projects (under consideration)
A number of special projects from previous roadmaps are being incorporated into next generation arXiv planning and development.
The current 5-year business plan represents a baseline maintenance scenario. It was developed based on an analysis of arXiv's baseline expenses during 2010-2012. It does not factor in any new functionality requirements or other unforeseen resource needs. Although a development reserve was established to fund such expenses, it is not sufficient to subsidize significant development efforts through surplus funds.
Selected interoperability initiatives
Improve ORCID integration
- Reference linking
Other initiatives
- Search
- Mobile app for moderation