membership – OpenCitations blog

OpenCitations’ renewed compliance with the Principles of Open Scholarly Infrastructure (April 2026)

OpenCitations has formally adopted the Principles of Open Scholarly Infrastructure (POSI) since its first self-assessment in August 2021. At that time, we had only recently been included in the SCOSS funding round and, although we had a clear vision of what we wanted to build and the role we wanted to play within the Open Science ecosystem, both our financial and human resources were still very limited. For this reason, the POSI self-assessment proved to be an important exercise, since it allowed us to critically reflect on both the strengths we could build upon and the weaknesses we needed to address as we developed OpenCitations into a sustainable, community-governed Open Science infrastructure.

That first assessment highlighted some key areas of attention. In particular, it highlighted the limited executive power of the community bodies involved in governance, as well as challenges related to long-term financial sustainability, particularly the ability to generate and manage financial surpluses.

Between 2021 and 2026, OpenCitations has evolved significantly, becoming a more complex infrastructure by expanding both the services it offers and the number of data sources it integrates. During this period, we have also expanded our team, worked on the development of a container-based infrastructure, and relaunched our governance framework.

These developments made it necessary to update our POSI self-assessment. This update is also timely, given the recent release of POSI Version 2 in October 2025. The new version of the principles is the result of a collective effort by POSI adopters and includes several clarifications to existing principles (for example, around the concept of lobbying and the distinction between transparent governance and transparent operations). In addition, new principles have been introduced to better reflect how scholarly infrastructures operate within the broader research ecosystem.

We are therefore happy to share our updated POSI self-assessment, which provides a comprehensive snapshot of OpenCitations as of April 2026. At the same time, it represents a renewed declaration of our commitment to the POSI principles.

Disclaimer. As with many early POSI adopters, our previous assessment used a traffic-light system to indicate the level of alignment with each principle. In this system:

Green indicates that the principle is fully met and evidenced in practice.

Yellow indicates that the principle is partially met, with active steps underway to achieve full alignment.

Red indicates that the principle is not currently met, or that compliance is not feasible.

During the POSI Version 2 working group discussions, it emerged that the use of this traffic-light system is not mandatory for POSI self-assessments. Nevertheless, we have decided to maintain this approach, as we believe it remains particularly effective as a communication tool and, at the same time, ensures continuity with our previous assessment. We have, however, taken the liberty of adding one more element: a symbol to indicate where we were already “green” in 2021, but have further improved our performance.

The symbol is therefore a “plus” placed next to the green traffic light.

Coverage across the scholarly enterprise

OpenCitations demonstrates broad coverage by collecting citation data from global scholarship, ensuring representation across disciplines, geographic areas, and research communities. The scope of OpenCitations’ coverage is universal, not limited to a particular scholarly domain, nor to the English language, nor restricted by imposed acceptance criteria.

Stakeholder governed

Governance is structured to reflect the stakeholder community, with the International Advisory Board elected by the Council of members and responsible for approving the Trustee Network. For more information: https://opencitations.net/governance/

Non-discriminatory participation or membership

Membership is open to all individuals and organisations that support Open Science principles, enabling inclusive and non-discriminatory participation in line with OpenCitations’ founding values.

Transparent governance

OpenCitations maintains a high level of transparency by publicly documenting its organisational structure, governance processes, and decision-making procedures. Reports and relevant documentation are shared with the community, including annual reports and the Rules of Membership and Organizational Bodies.

Cannot lobby

OpenCitations does not engage in political or financial lobbying activities. Its role remains focused on supporting the scholarly community without pursuing regulatory changes that would advantage its own position.

Living will

A clear long-term stewardship strategy is in place, ensuring that data, services, and infrastructure can be responsibly transferred if needed. This is supported by a recently implemented fully replicable technical infrastructure and a new governance model designed to facilitate handover thanks to the presence of the Trustee Network, which is capable of appointing new hosting members to physically and administratively host the infrastructure.

Regular review of purpose and community value

OpenCitations has recently monitored its relevance and community value through mechanisms such as community surveys. In addition, it has established governance and technical strategies to support a responsible wind-down process, including, if necessary, the transfer of assets and infrastructure through its Trustee Network. Additionally, the Trustee Network is responsible for regularly monitoring OpenCitations’ adherence to its mission and values, as well as its annual activities and finances.

Transparent operations

OpenCitations ensures a high level of operational transparency by openly providing key documentation, including financial reports, a public roadmap, a mission statement and value proposition, a sustainability model and fee structure, and privacy policies.

Time-limited funds used only for time-limited activities

Grant income is restricted to funding specific, time-limited projects, including the appointment of personnel working on them, while core operations are not dependent on such funding.

Goal to generate surplus

Thanks to memberships and donations, as well as in-kind support from the University of Bologna, OpenCitations has recently achieved the financial capacity to ensure stability until 2029, at least, in terms of funds allocated for staff salaries and technical operational expenses.

Establish and maintain financial reserves guided by policy

Although OpenCitations has reached a level of financial stability that ensures a budget surplus, there is currently no formal financial policy defining the amount of reserves to be allocated for a transition or wind-down plan, or to address exceptional or unforeseen events. However, OpenCitations has already initiated the necessary consultations to develop a Financial Reserve Policy, which will not only define the level and management of reserves but also provide a clear framework for handling revenues. In addition, it will establish and formalise procedures for approving both budget forecasts and actual expenditures.

Mission-consistent revenue generation

Revenue generation is aligned with the organisation’s mission (in particular, the value proposition according to which “external financial support is required from the stakeholder community to support OpenCitations and enable it to expand its delivery of high-quality comprehensive open bibliographic and citation metadata”), primarily through community funding via membership fees and donations. OpenCitations‘ members are listed on the website: https://opencitations.net/members-and-donors/

Revenue generated from services, not data

OpenCitations charges no fees for any of its services, access to its data, or reuse of its software. OpenCitations members, donors and third parties all have equal free access.

Volunteer labour

OpenCitations’ core operations are carried out by paid staff, ensuring that the continuity and reliability of its services do not depend on volunteer labour. Nevertheless, OpenCitations recognises the value of voluntary labour. Indeed, the document Rules of Membership and Organizational Structure specifies that membership of the International Advisory Board is honorary and without remuneration, and that the Hosting Entity will reimburse all reasonable expenses related to travel, accommodation, and meals incurred in attending meetings, within the limits of the budget allocated for such purposes. While this is already stated in the governance framework, it is important to reiterate and further formalise it within the Financial Policy document currently under development. More broadly, the OpenCitations Mission Statement emphasises the importance of community engagement (voluntary and non-remunerated) through, for example, the involvement of community actors in the direct provision and curation of OpenCitations data, as well as the broader role of the community in supporting funding and participating in governance.

Transition planning

Transition planning is only partially developed. While the governance structure is in place, ensuring a management handover through the possibility of changing the hosting member upon approval by the Trustee Network, there is a lack of detailed operational documentation for individual roles within the management and technical teams, which may limit the organisation’s ability to ensure immediate continuity in the event of key personnel changes.

Open source

All OpenCitations software is released under open source licences, ensuring full transparency, reusability, and the possibility for the community to inspect, modify, and replicate the infrastructure.

Open data

To ensure the greatest possible reusability, all OpenCitations data is published under a Creative Commons CC0 Public Domain Waiver that permits downloading and re-use of any nature, including added-value re-purposing and commercial exploitation.

Available data

Data are provided through multiple access points, including REST APIs, SPARQL endpoints, query interfaces, and downloadable data dumps. This ensures broad accessibility and supports diverse use cases across the community.

Patent non-assertion

OpenCitations commits not to pursue patents, ensuring its infrastructure remains fully open and replicable.

Prioritise interoperability and open standards to ensure continuity and resilience

The infrastructure has been redesigned as a container-based solution, thereby facilitating replication, deployment across different environments, and long-term service continuity.

Growing in complexity: why OpenCitations needed a new Governance Model

Since 2019, OpenCitations has undergone a period of significant growth and consolidation, becoming a far more complex and interconnected infrastructure. What began as a focused service has grown into a key component of the global Open Science ecosystem, embedded in a dense network of relationships and long-term commitments involving its community, its members, and the University of Bologna. As this complexity increased, it became clear that the original governance framework could no longer fully reflect or support the reality in which OpenCitations now operates, and that needed to evolve accordingly. We are pleased to finally share the outcomes of this governance evolution process, a natural response to the growth and increasing complexity of OpenCitations over the last few years. This new governance model is the most logical and necessary evolution of the infrastructure, responding to the need to recognize and formalize the responsibilities, expectations, and mutual commitments that have developed over time, while providing a structure capable of sustaining them in the long term.

The starting point can be traced back to OpenCitations’ selection by SCOSS for the 2019–2022 funding cycle. At that time, the Rules of Membership established a three-year membership duration, in line with the timeframe of the SCOSS support. While this structure was appropriate for the initial phase, the conclusion of the SCOSS cycle highlighted the need for greater flexibility in membership commitments and for governance rules better suited to a more mature and complex organization.

During the same period, OpenCitations joined intentional projects (e.g. OpenAIRE) and was included in the European Open Science Cloud (EOSC), an ecosystem to which the University of Bologna also contributes as an associate member. With the end of the SCOSS-supported triennium, several governance-related issues emerged. These included the need for a clearer and more robust institutional framework, as well as the formalization and verifiability of the in-kind support provided by the University of Bologna.

The International Advisory Board for OpenCitations played a key role in shaping the discussion around these challenges. In particular, it emphasized the importance of strengthening OpenCitations’ autonomy, reducing its dependence on the Director’s role, and establishing a governance structure that would be transparent, sustainable, and resilient over time. With the guidance of the Legal Office of the University of Bologna, a strategic decision was made to revise and strengthen the internal departmental framework hosting OpenCitations, rather than creating a separate external legal entity. This approach allowed for the definition of a stable, long-term organizational structure while remaining consistent with internationally recognized Principles of Open Scholarly Infrastructure (POSI). Within this context, a dedicated working group of the International Advisory Board identified the core elements of the new governance model.

These include the formalization of the hosting membership currently exercised by the University of Bologna through ReCOSM, and the establishment of a Trustee Network. This network is designed to monitor OpenCitations’ adherence to Open Science principles and to safeguard its independence and autonomy. Public bodies and non-profit organizations with a demonstrated commitment to Open Science, or with a clear interest in supporting the infrastructure, may join this network. In addition, a transparent procedure was defined to regulate the potential transfer of the infrastructure in the event that the University of Bologna were ever to discontinue its support.

As part of the revised governance framework, the membership plan was also restructured to better reflect the nature of OpenCitations’ sustainability model. The University of Bologna was formally integrated into the membership scheme as an in-kind hosting member, recognizing its central role in providing institutional support and infrastructure. At the same time, the membership levels were simplified, moving from three tiers to two: Strategic Members, who contribute more substantially to the long-term sustainability and direction of the infrastructure, and Supporting Members, who provide financial support aligned with their capacity and interest. In this new framework, one-off or unrestricted donations are no longer included as a mechanism for supporting OpenCitations.

Working closely with the Legal Officers of the University of Bologna, the new principles were translated into concrete governance instruments. New Rules of Membership and Organizational Structure were drafted to replace the previous Rules of Membership and Organizational Bodies and Finances. In parallel, a new OpenCitations Participation Agreement was prepared, incorporating the revised membership framework and replacing the existing Memorandum of Understanding. This process culminated in the formal approval of the new governance model by the OpenCitations Council, which endorsed the proposed framework through an online vote held between 9 and 13 February.

The adoption of this new model provides OpenCitations with a clearer and more robust institutional foundation. We believe it will help in strengthening its accountability, reducing reliance on individual roles, and aligning the organization with established best practices for the sustainability of Open Science infrastructures. Above all, it embodies a shared commitment by the OpenCitations community to ensure that the infrastructure can continue to operate transparently in service of researchers, institutions, and the whole academic community for the years ahead.

OpenCitations is a plural: insights from the OpenCitations Community Survey

At OpenCitations, we have always described ourselves as community-driven and community-governed infrastructure. This definition deeply reflects our nature, since OpenCitations was born as a non-profit Open Science infrastructure to support open scholarship for the benefit of the scholarly community, and it continues to rely on that same community for its sustainability and governance, through memberships and participation in strategic decision-making processes.

For this reason, it is essential for us that both our technical development and our outreach activities remain aligned with the real needs of the academic community. Over the past year, we have focused on strengthening our technical infrastructure and increasing awareness of OpenCitations’ values and activities. We are now entering a phase in which future priorities and developments need to be defined, at a time when the landscape of open citation services has become more crowded and complex. This makes it increasingly important for OpenCitations to clarify its positioning within the research ecosystem.

To address this need, we came up with a simple insight: instead of assuming what the community needs, we decided to ask directly. This intuition led to the idea of launching a Community Survey. Developed with the support and guidance of the OpenCitations International Advisory Board, the survey was open to anyone in the academic community, including users, members, and people encountering OpenCitations for the first time. It was intentionally broad, covering both technical and outreach aspects. Its goal was not to evaluate performance, but to better understand how OpenCitations is perceived, used, and expected to evolve.

The survey was open from 20 October to 16 December 2025, and we would like to sincerely thank everyone who took the time to respond and to help disseminate it within their networks. The feedback we received was of high quality, showing a strong level of engagement and a genuine willingness to provide thoughtful answers, especially through the open-ended questions.

Respondents came from a wide range of backgrounds, primarily within academia and research, including researchers, librarians, information specialists, developers, and professionals working on research infrastructures and scholarly communication. Affiliations were mostly universities, research institutes, libraries, and non-profit infrastructures, reflecting a community already closely connected to Open Science practices. Levels of familiarity with OpenCitations varied considerably, from regular users to people who discovered the infrastructure for the first time through the survey.

Across responses, OpenCitations was consistently associated with strong values such as openness, transparency, reproducibility, and independence from commercial interests. A recurring theme is the trust in the quality of the data and in the team maintaining the infrastructure. At the same time, awareness of specific services was uneven. While bibliographic and citation databases are relatively well known, more technical components such as APIs, data models, and SPARQL endpoints are mainly familiar to technically experienced users.

This perception was reflected by usage patterns: OpenCitations often operates behind the scenes, with its data adopted within repositories and other scholarly tools. Citation analysis and metrics are another common use case, where OpenCitations is valued as an open alternative data source to proprietary databases. More specialised applications, such as knowledge graph construction and editorial workflows, were also mentioned, highlighting the flexibility of open citation data.

When it comes to choosing OpenCitations over other databases, one of the strongest motivations is alignment with Open Science values. Respondents repeatedly emphasised the importance of open licences and the public-good orientation of the infrastructure. At the same time, several barriers remain, concerning in particular the limited coverage in certain areas, delays in data updates, technical complexity, and fragmented documentation. Another limit to adoption is the lack of awareness, together with institutional reliance on commercial databases.

Regarding community engagement, awareness of OpenCitations often spreads through informal academic networks, conferences, workshops, and mailing lists. Active participation, however, remains limited, since many respondents follow OpenCitations’ activities without directly engaging. Still, there is a clear interest in deeper involvement, especially when it comes to contributing to Open Science, learning new skills, and aligning with institutional priorities around openness and transparency.

Looking ahead, respondents expressed strong expectations around the expansion and enrichment of citation data, improved interoperability with other infrastructures, tutorials to support non-technical users, and more user-friendly interfaces.

We are very glad to have opened this dialogue with the community. While some of the feedback confirmed issues we were already aware of, the survey also revealed we had not fully considered, particularly regarding how OpenCitations is perceived within the broader community. Overall, the Community Survey confirms that OpenCitations is widely recognised as a valuable and trustworthy open infrastructure for open science. At the same time, it highlights concrete areas for improvement, especially in usability, coverage, and community engagement.

We see this survey not as a conclusion, but as a starting point for ongoing dialogue. The detailed results of the survey, including charts and word clouds, are available on Zenodo for public consultation:

Di Giambattista, C., & Peroni, S. (2026). Summary Report of the OpenCitations Community Survey 2025. Zenodo. https://doi.org/10.5281/zenodo.18470862

This survey now opens a phase of reflection that will inform future steps in our roadmap, and may also lead us to repeat this experiment in the future, exploring alternative formats for community engagement beyond surveys. Above all, we look forward to sharing concrete outcomes of this collaborative process with the community, as we continue to build OpenCitations with the community and for the community.

OpenCitations needs you: support the change in research practices

In OpenCitations, we like to define our infrastructure organization as “community-based” and “community-driven”, and we really mean it. The support coming from the number of academic libraries and consortia coming after OpenCitations’ involvement in the 2nd SCOSS funding cycle has made it possible, starting from 2020, to make OpenCitations develop from a small university project based on time-limited grant incomes to being an open infrastructure globally recognized for the provision of open citation data and bibliographical metadata. We want to thank all our members and donors, for trusting our mission and sustaining OpenCitations activities with their continuous and generous support, despite the pandemic and post-pandemic times.

While retracing our work in the last three years, we are astonished by the achievements our team has accomplished, and by how in such a limited time frame OpenCitations has approached David Shotton’s initial vision (who is one of the co-directors of OpenCitations), when he first shaped the project back in 2010. Here are just some of the technical developments that have marked the last years:

in 2021, COCI, the OpenCitations Index of Crossref open DOI-to-DOI citations crossed the threshold of one billion citations stored;
in 2022, we released the two new OpenCitations indexes of open citations, DOCI (citations from DataCite) and POCI (citations from PubMed);
we expanded our collection besides the citation data by releasing OpenCitations Meta, a database storing and delivering bibliographic metadata for all the publications in the OpenCitations Indexes, including the publication’s title, type, venue (e.g. journal name), volume number, issue number, page numbers, publication date, identifiers and details of the main actors involved in the document’s publication (the names of the authors, editors, and publishers);
as of October 2023, OpenCitations Indexes contain information on 1.82 billion unique open citations.

However, the most significant achievements for OpenCiations in the last years have been the creation of a prolific network of collaborations with other Open Science projects, such as OpenAIRE-Nexus, RISIS2 and GraspOS, and the establishment of a structured team, involving young researchers and PhD students, whose work at the University of Bologna has made it possible to work on the technical developments day by day.

Our results are a strong indicator of the growing sensibility on the theme of the open provision of bibliographical metadata and citation data, of which Open Citations is at the forefront as a founding member of the Initiative for Open Citations (I4OC) and the Initiative for Open Abstracts (I4OA). The effort and awareness campaigns led by these initiatives, by DORA and the Open Science community as a whole, have led more and more publishers to a change of heart and to open their reference lists. OpenCitations is an integral part of an ongoing process of transformation of the research environment, and we have collected and interpreted some of the needs of the academic community to plan our future activities and developments. We still need your help and support to make it possible to maintain and improve our infrastructure and to sustain the team working at OpenCitations.

If you believe in

the importance of open bibliographic data for the creation of reproducible metrics for research assessment exercises
the power of the scholarly community to change existing practice by reclaiming ownership of its own data– and you want to become an active part of this change

please consider supporting OpenCitations either via membership or donation. You can find all the information on membership on our website at https://opencitations.net/membership, or you can ask for information by contacting us at membership@opencitations.net.

Together, we can work to create an open and inclusive future for science and research.

Thank You!