Practices for Scaling Open Access Publishing Workflows

This guide outlines essential practices for publishers aiming to successfully scale their open access (OA) programs. It emphasizes the importance of cross-functional alignment within teams to automate OA workflows effectively. The document discusses the significance of evaluating and enriching manuscript metadata, which is critical for driving automation and enhancing author experience. It also highlights the need to define and operationalize OA agreements and workflows to ensure timely triggers for authors and institutions. Additionally, the guide presents strategies for optimizing the author experience by automating assistance programs and simplifying funding requests. It stresses the importance of onboarding institutional and funder partners through self-service tools and collaborative workflow design. Lastly, the document encourages leveraging agreement funding and transactional reports for data-driven decision-making, ensuring that publishers can assess their program's effectiveness and make necessary adjustments.