Introducing IOI’s Research Fellows

“With the generous support of the Alfred P. Sloan Foundation, we are excited to introduce IOI’s first Research Fellows: Anne Britton and Teri Wanderi. They’ll be working with us over the next few months to expand and enhance our research to support and sustain open infrastructure….”

Beyond open: Key criteria to assess open infrastructure

“Today, we wanted to share more about how we’re examining the open infrastructure and open technology landscape to further equitable, just, and accessible infrastructure, and what’s emerging as our key criteria. These criteria are designed to center community, reliability, and transformative influence into our analysis. Below we elaborate on those attributes….

The criteria below represent our first cut at examining infrastructure for transformative influence, or a demonstration of the intention and ability to create change towards our vision of an equitable, just, and accessible infrastructure for all….”

 

Designing a Preparedness Model for the Future of Open Scholarship | Zenodo

“This is the final report for the Future of Open Scholarship research project, a participatory research effort conducted by Invest in Open Infrastructure….

The culmination of decades of resource deficiency and over-reliance on commercial solutions, scholarly infrastructure systems across the globe were unprepared to adequately respond to the pandemic when it hit. For many in this ecosystem, this experience has cemented the need for sustainable change. Invest in Open Infrastructure (IOI) believes any worthwhile change must consider improving the adaptive capacity of the academic community so it can not only deal with future crises but also evolve and improve with its changing circumstances. Central to this change is the development of a robust preparedness model that can inform mitigation and response strategies in events of socioeconomic stress or disaster.

For any preparedness model to be successful, it must consider the strengths and capabilities of the stakeholders committed to making it a success. In the face of sweeping budget and staffing cuts, increased demand and strain on core shared infrastructure, and heightened concern over the stability of the infrastructure scholarship relies on, IOI mounted a participatory research effort to support decision makers looking to employ, support, and sustain open technology and systems that advance research and scholarship.

Over the past year, we have interviewed and worked with institutional decision makers, infrastructure providers, and funding bodies to better understand key decision points, costs and funding models to maintain, sustain, and scale open infrastructure projects, and thresholds for change. We spoke with 128 institutional leaders, press directors, infrastructure providers, societies and scholars in an effort to better understand the challenges they’ve encountered in furthering open scholarship (including the use of open infrastructure) in their communities, and to subsequently map a path forward.

This work focuses on open infrastructure and its relationship to the future of open scholarship. We believe that for open scholarship to thrive, we need to ensure that the software, systems, and tooling that enable knowledge production and dissemination are also tended for and aligned with the values of the community, with adequate resourcing, support, and oversight.

The findings highlighted below are about choice and tensions, product and people, and costs and benefits. They also demonstrate the ways in which the structuring of the current system has impeded responsiveness to current events….”

Future of Open Scholarship: Costs & Benefits of Collective Investment | Zenodo

Pugh, Katrina, & Thaney, Kaitlin. (2021). Future of Open Scholarship: Costs & Benefits of Collective Investment. Zenodo. https://doi.org/10.5281/zenodo.5153496

This research brief explores the costs and benefits of collective investment, conducted as part of the Future of Open Scholarship research effort led by Invest in Open Infrastructure. Accompanying this brief is an interactive model which can be accessed here: https://tinyurl.com/ioi-cost-model

For additional information on this project, visit: https://investinopen.org/research/future-of-open-scholarship/

Designing a Preparedness Model for the Future of Open Scholarship | Zenodo

“The culmination of decades of resource deficiency and over-reliance on commercial solutions, scholarly infrastructure systems across the globe were unprepared to adequately respond to the pandemic when it hit. For many in this ecosystem, this experience has cemented the need for sustainable change. Invest in Open Infrastructure (IOI) believes any worthwhile change must consider improving the adaptive capacity of the academic community so it can not only deal with future crises but also evolve and improve with its changing circumstances. Central to this change is the development of a robust preparedness model that can inform mitigation and response strategies in events of socioeconomic stress or disaster. For any preparedness model to be successful, it must consider the strengths and capabilities of the stakeholders committed to making it a success. In the face of sweeping budget and staffing cuts, increased demand and strain on core shared infrastructure, and heightened concern over the stability of the infrastructure scholarship relies on, IOI mounted a participatory research effort to support decision makers looking to employ, support, and sustain open technology and systems that advance research and scholarship. Over the past year, we have interviewed and worked with institutional decision makers, infrastructure providers, and funding bodies to better understand key decision points, costs and funding models to maintain, sustain, and scale open infrastructure projects, and thresholds for change. We spoke with 128 institutional leaders, press directors, infrastructure providers, societies and scholars in an effort to better understand the challenges they’ve encountered in furthering open scholarship (including the use of open infrastructure) in their communities, and to subsequently map a path forward. This work focuses on open infrastructure and its relationship to the future of open scholarship. We believe that for open scholarship to thrive, we need to ensure that the software, systems, and tooling that enable knowledge production and dissemination are also tended for and aligned with the values of the community, with adequate resourcing, support, and oversight. The findings highlighted below are about choice and tensions, product and people, and costs and benefits. They also demonstrate the ways in which the structuring of the current system has impeded responsiveness to current events….”

 

Furthering the Future of Open Scholarship: Final Report & Key Findings

“Over the past year through the Future of Open Scholarship project, we have worked with institutional decision makers, infrastructure providers, and funding bodies to better understand key decision points, costs, and funding models to maintain, sustain, and scale open infrastructure projects. Today we are proud to share the outputs of that work.

The full report, “Designing a Preparedness Model for the Future of Open Scholarship”, can be found here. Additional resources and briefs created for this project include:

Costs & Benefits of Collective Investment // Interactive modeling tool
Open Monograph Ecosystem Impact Analysis
Future of Open Scholarship: Preliminary Findings
Project recommendations and theory of change
Shared project folder …”

Future of Open Scholarship: Final report & key findings are now live

“Over the past year through the Future of Open Scholarship project, we have worked with institutional decision makers, infrastructure providers, and funding bodies to better understand key decision points, costs, and funding models to maintain, sustain, and scale open infrastructure projects. Today we are proud to share with you the outputs of that work.

The full report, “Designing a Preparedness Model for the Future of Open Scholarship”, can be found here on Zenodo. Additional resources and briefs created for this project include:

Costs & Benefits of Collective Investment

Interactive modelling tool

Open Monograph Ecosystem Impact Analysis
Future of Open Scholarship: Preliminary Findings
Project recommendations and theory of change
Shared project folder 
Future of Open Scholarship webinar recaps …”

Infusion of funding boosts prospects for impact of Invest in Open Infrastructure (IOI) on information ecosystem – SPARC

“With commercial forces increasingly consolidating control of scholarly research and knowledge production services, there is growing momentum behind an effort to offer a more community-aligned alternative.

Invest in Open Infrastructure (IOI) has brought together a variety of partners and funders to promote a community-governed system of infrastructure that can advance the health of the sector. SPARC was an early supporter of the non-profit initiative, working to catalyze its launch in the fall of 2019. The initiative has steadily developed into a growing global coalition….”

Ensuring Accountability and Oversight in Open Infrastructure

“You’re invited to a conversation on the accountability and oversight of open infrastructure.

Last summer, we began a research effort to look at collective opportunities to support the open technologies, systems, and people that enable the flow of knowledge and scholarship. This project, Future of Open Scholarship, brought together over 120 institutional leaders, infrastructure providers, library consortia, and advocates for open scholarship. This research effort provided a unique opportunity to work with decision makers navigating a system under extreme duress instigated by the COVID-19 global pandemic.

Over the next few months, IOI will be sharing and building on this work through a series of community conversations. These webinars will explore some of the key findings uncovered in this project as well as discuss the path forward, exploring topics including technical resilience, funding models and investment needs, staffing and maintenance, as well as accountability.

Join us on June 30th for our third conversation titled Ensuring Accountability and Oversight in Open Infrastructure. We’ll hear from experts in the field on how they are working to ensure accountability and oversight of data, technology, and infrastructure in academia, research, and beyond. The conversation will also create space to reflect on the Clarivate Analytics announcement as well as discuss IOI’s call for community participation in response efforts….”

IOI receives $3.47M grant from Arcadia to increase investment in open infrastructure for research

We are excited to share that Invest in Open Infrastructure (IOI) has been awarded a 3-year, $3.47M grant from Arcadia – a charitable fund of Lisbet Rausing and Peter Baldwin. This grant will accelerate IOI’s work to increase investment, adoption, and sustainability of open infrastructure.

Take action to stop the lock up of research and learning

“We, IOI, ask the community to join us as we coordinate an effort to:

Audit Clarivate and ProQuests’ data resale and surveillance practices and policies.
Organize a community consultation on data governance for institutional customers of Clarivate and ProQuest services.
Review Clarivate and ProQuest’s pricing, terms of use, lock-in policies, & contract details.
Call for institutions to commit to anti-surveillance practices, first by signing below, and then by working together to improve terms of use to support this aim….”

Future of Open Scholarship

“The leading structures that conduct, publish and disseminate scholarly research are at risk of collapse. There’s an urgent need to invest now in a coordinated approach to create a preparedness plan for the future of scholarship and research at the institutional level. In doing so, institutions have an opportunity to explore collectively cost-effective and sustainable solutions to address immediate needs at their institution. They also have an opportunity to play an active role in furthering a larger, more systemic shift towards open, community-owned and operated infrastructure at the institutional level to support scholarship and ensure research continuity.

To support that shift, IOI launched a research project in partnership with a network of institutional decision makers to model the future of open scholarship….”