--- PLACEHOLDER POLICY ---
CUSAP Policy — [Your Organization]
Effective date: 2025-09-17
1. Purpose
To ensure the integrity, transparency, and currency of the scholarly record by implementing a standardized protocol to notify platforms, services, and users about updates to published works (e.g., errata, corrections, retractions, name changes, expressions of concern, and updated versions). This policy describes how [Your Organization] participates in and conforms to the CUSAP standard.
2. Scope
Applies to all scholarly content published, hosted, or managed by [Your Organization]: journal articles, conference papers, books, chapters, preprints/postprints, repository items, and associated metadata. It covers all post-publication updates regardless of medium.
3. Definitions
- CUSAP: Content-Update Signaling & Alerting Protocol.
- Update / Amendment: Any post-publication change (erratum, correction, retraction, name change, expression of concern).
- Metadata package: The CUSAP-compliant payload describing the update.
- Recipient platform: Any downstream service that hosts or redistributes content or metadata.
4. Policy Statement
[Your Organization] commits to:
- Issue CUSAP-compliant metadata packages for every qualifying content update, promptly and accurately.
- Signal updates to all known downstream platforms and aggregators using supported channels (APIs, webhooks, feeds).
- Maintain versioned, traceable records of updates and make update notices transparent to readers.
- Follow CUSAP format and technical guidance to maximize interoperability.
5. Procedures
Detecting & Authorizing Updates
- Editorial, legal, or production teams identify potential updates.
- A formal decision process classifies the update (erratum, correction, retraction, etc.) and records the authorization date.
Metadata Creation
- For each update, produce a metadata package including identifiers (DOI, ISSN, etc.), update type, date, version info.
- Include a summary of changes (or diff) and links to updated resources.
- Validate and QA metadata before release.
Publication & Signaling
- Publish updated content or notices on our platform.
- Send metadata packages to registered recipient platforms via configured endpoints.
- Record delivery events in a signaling log.
Monitoring & Remediation
- Monitor delivery success and whether recipients applied updates.
- Follow up with recipients in case of failure or mismatch.
- Maintain an internal log for audit purposes.
6. Responsibilities
| Role | Responsibilities |
|---|---|
| Editorial | Identify and approve updates; classify status. |
| Legal / Compliance | Ensure legal and ethical compliance for updates. |
| Production / Publishing | Create updated content and metadata; publish notices. |
| Technical | Implement CUSAP endpoints, deliver packages, monitor signals. |
| Metadata & Indexing | Ensure metadata reaches indexing services. |
7. Standards & Technical Requirements
- Produce CUSAP-compliant JSON/XML metadata packages (as specified by STM).
- Use stable persistent identifiers (DOI, etc.) and versioning timestamps.
- Expose secure, documented endpoints (APIs, webhooks, feeds) for recipients.
- Provide schema validation and graceful handling for recipients that do not support all fields.
8. Monitoring, Reporting & Review
- Maintain logs of signaling events, recipients, and delivery status.
- Define success metrics: delivery rate, application rate, time-to-signal.
- Conduct regular audits and annual policy review.
9. Risks & Mitigation
- Non-consumption by platforms: Maintain relationships, provide adoption guides and client libraries.
- Metadata errors: QA, validation tools, templates.
- Signaling delays: Internal SLAs and clear ownership for each step.
- User confusion: Clear labeling, accessible change notices and version histories.
10. Compliance & Governance
Non-compliance incidents will be investigated and remediated. Staff will receive initial and periodic training. This policy is enforceable under [Your Organization]'s governance procedures.
11. Status Types (Examples)
- Erratum: Minor correction that does not alter main conclusions.
- Correction: Substantive change but not a withdrawal.
- Retraction: Withdrawal due to major flaws or ethical issues.
- Expression of concern: Temporary flag while investigation is ongoing.
- Name change: Author name updates (e.g., personal changes).
12. Effective Date & Review
Effective date: 2025-09-17. This policy will be reviewed at least annually or earlier if the CUSAP specification or legal/technical environment changes.
Note: By continuing with registration, the user acknowledges they have read and accepted this CUSAP policy.