What we are working on: 2022-08-26 | Invest in Open Infrastructure

“…We released the first report from our investigation into community governance models and best practices. Drawing from a selection of scholarly literature from the nonprofit management and evaluation discipline, this review explores the importance of governance within a nonprofit organization, the key features commonly ascribed to effective governance, and the impact of governance on the operations of a nonprofit organization. More to come next week!

We share our strategic and research roadmaps to signal our intent, be transparent about our thinking and strategic direction, and keep ourselves accountable. We invite everyone interested to explore these roadmaps and add comments to the cards with constructive thoughts, questions, and other feedback.

Our Director of Research & Strategy Richard Dunks participated in a fireside chat on “defining open infrastructure in different contexts” hosted by the Turing Way. We will share a recording and short recap in the next weeks!

We’re at the final stages of setting up our Customer Relationship Management (CRM) system. Using CiviCRM Spark, we hope that this will support us in being more careful and intentional in our communication and engagement. We sincerely thank the team at Megaphone Technology Consulting for their work on this project….”

Sharing our strategic and research roadmaps

“…Today, we share two roadmaps as living, breathing documents: Our Strategic Roadmap for the Fiscal Year (FY) 2022-23 builds off our 2021-2024 Strategic Plan. This roadmap seeks to actualize the Strategic Plan with a set of desired outcomes for the five goals laid out in the Strategic Plan, helping bring the strategic planning work of IOI down from the broad goals and closer to the day-to-day work of the organization. This Strategic Roadmap is intended to be both practical and aspirational, defining both a destination and a rough outline of how we plan to get there. As with any map, this exists to guide our staff and partners as well as inform our stakeholders and the broader community of those invested in building a vital ecosystem of open science and scholarly communication practices, tools, and services with both where we are and where we’re going. Our Research Roadmap brings our strategy even closer to the day-to-day work of IOI by linking the elements in the Strategic Roadmap to key research questions. We also track status (in development, being scoped, etc) and related deliverables, linking both to the tangible research outputs of IOI as well as to the Strategic Roadmap and the Strategic Plan. This is intended to outline our research objectives and key activities on a quarterly basis….”

job: Communications Associate – Invest in Open Infrastructure | Code for Science & Society

“Invest in Open Infrastructure (IOI) was launched to create a strategic, global body dedicated to furthering a network of open, interoperable community-led and -supported infrastructure to advance scholarship, research, and education. We work in concert with institutional funders, decision makers, and philanthropic funders to better understand the decision points, funding and governance models available, and costs associated with maintaining, sustaining, and scaling open infrastructure projects. We are seeking a part-time Communications Associate to join our growing team and help us build a stronger, vibrant, and more resilient infrastructure supporting scientific and scholarly research. The Communications Associate will work with our Engagement Lead to ensure that IOI’s work is responsive to, and reflective of, the needs of the communities we serve: researchers, scholars, budget holders/funders, and the open infrastructure community. This is a fantastic opportunity for those looking to build or transition into a career in communications and stakeholder engagement, particularly in the STEM, nonprofit, and/or open-source spaces. The Communications Associate will provide editorial, communications campaign management, and event coordination support to further IOI’s mission and operationalize IOI’s research. This is a part-time, temporary, remote contract position, reporting to the Engagement Lead….”

Say Hello to Anno : Hypothesis | 18 Aug 2022

“It’s been 11 years since we launched Hypothesis. It’s gone by so fast. During this time, we’ve accomplished many things: We defined a vision for open web annotation, we built an open source framework to implement it, we helped form and lead the working group that shipped the W3C standard, and we launched a service that’s now used by over a million people around the world who have made nearly 40 million annotations. In higher education, more than 1,200 colleges and universities use Hypothesis. And we’ve grown from a handful of people into a team of more than 35 passionate web builders. We’re not stopping here.

We’ve always had our sights set on the bigger idea: that this still-nascent effort can blossom into a true network of interoperable services — a rich ecosystem of collaboration, conversation and community over all knowledge. We believe that when incentives are aligned toward quality and away from monetizing attention, we can produce something of profound social importance. A utility layer for humanity. Since launch, the Hypothesis Project has been incorporated as a nonprofit. And while our nonprofit was an excellent home for our mission, it also limited us to grants and donations. Though we were beginning to provide services that we could charge for, we still needed capital to expand. Frustratingly, while our needs were growing, several of the key funding sources we’d relied on were no longer available to us as they shuttered programs or changed strategies. In 2019, we and others formed Invest In Open Infrastructure (IOI), an “initiative to dramatically increase the amount of funding available to open scholarly infrastructure.” We recruited Kaitlin Thaney to that effort, and she has been doing a terrific job laying the foundation for this. But all this would take time we didn’t have.

In response, and to better position us to achieve our long-held mission, we’ve formed Anno, a public benefit corporation (aka “Annotation Unlimited, PBC”) that shares the Hypothesis mission as well as its team. We’ve done this so that we can take investment in a mission aligned way and scale the Hypothesis service to meet the opportunity in front of us. Anno is funded by a $14M seed round that includes a $2.5M investment from ITHAKA, the nonprofit provider of JSTOR, a digital library that serves more than 13,000 education institutions around the world, providing access to more than 12 million journal articles, books, images and primary sources in 75 disciplines. Also participating in the round are At.inc, Triage Ventures, Esther Dyson, Mark Pincus and others. ITHAKA’s president, Kevin Guthrie, has joined Anno’s board as an observer….”

In the news | Invest in Open Infrastructure


Let the Metadata Wars Begin, The Scholarly Kitchen, 22 June 2022.
Invest In Open Infrastructure????????????????????????????????????? [Invest In Open Infrastructure publishes preliminary research report on definition of open academic infrastructure: soliciting opinions](in Japanese), Current Awareness Portal, 22 April 2022.
The Future of Open Scholarship Project Report on Open Infrastructure, Open Scholarship Policy Observatory, 18 March 2022.
Overview of research software funding landscape, Research Software Alliance, 24 February 2022.
Invest in Open Infrastructure (IOI) Startet “Catalog of Open Infrastructure Services” [Invest in Open Infrastructure (IOI) launches the Catalog of Open Infrastructure Services] (in German), Vereinigung Österreichischer Bibliothekarinnen und Bibliothekare, 10 January 2022.
Openness, Integrity, Inclusion, and Innovation in Scholarly Communication: Competing or Complementary Forces?, Virginia Barbour, 3 January 2022.


Now is the time to work together toward open infrastructures for scholarly metadata, LSE Blog, 27 October 2021.
Now is the Time to Fund Open Infrastructures, Peter Kraker, 20 August 2021.
Re-Envisioning Humanities Infrastructure, Times Inside Higher Ed, 22 February, 2021….”

IOI Community Discussion: Assessing financial health, Aug 9, 2022 12 noon (EDT), 5pm (BST) | Invest in Open Infrastructure

In this community discussion session, we will share more about our approach to analyzing the financial data on nonprofits in research and scholarship (detailed in https://investinopen.org/blog/assessing-the-financial-health-of-nonprofits/). We also hope to facilitate a discussion amongst the broader community, to hear and learn from your perspectives and ideas on assessing financial health.

This session will be recorded. The recording and a short summary will be shared on our blog (https://investinopen.org/blog) within a week after the session.

Invest in Open Infrastructure: 2021/22 Year-in-review

“This past year can be best described as one of growth, transition, and calibration. At this point last year, we were hiring our first core staff members, approving an ambitious three-year strategic plan, and working with our inaugural Steering Committee to almost completely turn over our governance membership. All of these pieces of organizational growth aligned to usher in a new phase of IOI – one where we had the runway and the permission to dive deep into building the evidence base, structures, and representation needed to support a vision rooted in challenging the systems of funding and supporting research at a fundamental level….

Research and analysis: In the past year, we worked on the following research projects:

Costs of Open Infrastructure, where we mapped the costs of open infrastructure by surveying public fiscal and organizational data and conducting in-depth interviews with funders, institutional leads, and open infrastructure service providers.
Funding Open Infrastructure, where we improved our understanding of the open infrastructure funding landscape, through assessing the available funding data sources and aggregating this information.
Future of Open Scholarship, where we partnered with a network of institutional decision makers to identify opportunities, leverage points, costs, and approaches to further open scholarship.
Defining Open Scholarly Infrastructure, where we examined a body of literature to develop a framework for understanding the characteristics and dimensions of open scholarly infrastructure…..

Community engagement: We coordinate with stakeholders to increase the sustainability of the sector, as a trusted third-party and partner, outlining with key stakeholders interventions and plans to evolve funding and resourcing for the sector. Over the past year, we focused on iteratively developing spaces, processes, and tools for us to more effectively and meaningfully engage with our stakeholders:

In August 2021, we convened the Community Oversight Council, an independent, non-voting governing body of IOI, to surface themes, trends, and issues in the open research and scholarship infrastructure sector and adjacent spaces, to provide a collaborative, safe forum for discussions, and to advise and inform IOI staff and Steering Committee on mechanisms to ensure that IOI’s work is serving our community.
In February 2022, we started biweekly updates on our blog to share what we are working on, who we are talking to, and what we are reading more widely.
We held our first quarterly Collaborator Calls in April 2022, with the aim to create a collaborative space for stakeholders to co-design and advance a shared roadmap towards “open infrastructure as a default in research”.
To broaden our perspectives and help grow awareness of diverse open infrastructure efforts, we developed the Open Infrastructure Tracking Project (OITP). We recently launched a Twitter account for OITP, with the aim to build towards a community-sourced newsfeed for open infrastructure-related news and commentary….

Future plans: … We continue to explore business models that both diversify our support levels and work with institutions, government funders, philanthropic entities, and others….This year, we will be deepening our research and testing of a variety of funding models for IOI that are in service of our mission to grow the investment and adoption of open infrastructure in research and scholarship. This includes exploring earned revenue and support models, feasibility studies into collective funding mechanisms to pilot…”

What we are working on: 2022-07-29 | Invest in Open Infrastructure

“What we are working on:

We shared our year-in-review for the fiscal year 2021/22. Read for a summary of our leading activities and achievements last year – we’d like to express our sincere thanks to partners and supporters who enabled this work!

As part of our effort to build more effective and accountable governance, we developed a Conflict of Interest Declaration and Policy. Read our latest blog post to find out more.

On the research side, we have been looking at community governance models and practices in the scholarly communication and open research infrastructure contexts, and in the broader nonprofit space. The resulting memos are currently undergoing reviews – stay tuned for more later in August!

We are also planning our community discussion on understanding and assessing the financial health of nonprofits in research and scholarship on 9 August, 12pm ET – register to join us!

We welcomed Taimour Azizuddin, Naomi Penfold, and C. Samala as research affiliates. Taimour will be conducting user research to identify better the value propositions of the Catalog of Open Infrastructure Services (COIs) for our key stakeholder groups. Naomi will be researching the preprint cause. Samala will be conducting a feasibility study on various funding mechanisms and identifying opportunities for their application in the open infrastructure space.

We also welcomed Carm Key-Mays as IOI’s Administrative Assistant Carm will be supporting our operations work and Executive Leadership, including supporting the Steering Committee and our governance work….”

What we are working on: 2022-06-17 | Invest in Open Infrastructure

“What we are working on: We welcome Tania Hernandez Ortiz to the team! Tania recently earned her PhD in Community Resources & Development with a specialization in Nonprofit Leadership & Management from Arizona State University. She has a background in consulting and evaluation of public programs in Mexico and Latin America and brings a depth of knowledge about the broad field of nonprofit management and evaluation to the IOI team. We’re excited to have her join us and bring her expertise to the work we’re doing.

We organized a community workshop to gather the community’s experience and thoughts on best practices for investing in open science infrastructure and services, in response to UNESCO’s global call for open science best practices. We will be summarizing our discussion to create a response to the call, and will also be sharing out our response here on our website.

Our interest survey for the next release of the Catalog of Open Infrastructure Services (COIs) is open until next Monday. We are grateful for the 30+ responses we have received so far– please help us spread the word so that we can reach more infrastructure services worldwide.

Kaitlin Thaney, our executive director, participated in two panel discussions at RIghtsCon and at the EBSCO User Group Meeting.

We are exploring ways to organize requests for comments and invited reviews prior to publication for some of our research work, to improve the accuracy and reliability of our work….”

What we are working on: 2022-06-03 | Invest in Open Infrastructure

“Approaching the end of the fiscal year, we are reflecting on our achievements and learnings so far and setting up and planning for the next phase of work….We are finalizing the report from our preliminary investigation into defining open scholarly infrastructure. We would like to sincerely thank everyone for your input and feedback – we have learnt a lot, both from the content of your comments and from running this open comment period!

In parallel, our research team is working on various investigations, including an analytic memo on community governance in scholarly communication, a literature review on non-profit governance, and an exploration of the value of community for open infrastructure services.

As the fiscal year comes to an end, we are working on financial reporting and budget forecasts for the next fiscal year.

We are also in the process of identifying contractors and scoping some communications work, including implementing a Customer Relationship Management system, redesigning our website, and updating our brand and visual language….

Who we are talking to: Anne Lee Steele, the Turing Way, to exchange ideas about the infrastructure chapter of the Turing Way and how we can collaborate to develop that. Jessica Polka and Iratxe Puebla, ASAPbio, to better understand the evolving roles of preprints and issues surrounding the sustainability and development of preprint servers. Daniela Saderi, PREreview, to learn from their experience of cultivating a community of preprint reviewers and learn more about their funding needs….”

What we are working on: 2022-05-20 | Invest in Open Infrastructure

“…What we are working on: We shared our plans for the Catalog of Open Infrastructure Services (COIs)! We invite all open infrastructure service providers to express your interest to be included in the next release of COIs, to help further iterate on our current prototype and build towards a more streamlined, robust backend while also increasing the number of projects represented. Read our blog post to find out more.

As part of this work, we organized two Q&A sessions where we discussed and addressed questions from the community. You can find the recordings, slides, and shared notes on our blog.

In parallel, we are planning some additional testing with stakeholders to further inform the design of the next release of COIs and to better understand its value proposition and utility.

We are planning a short virtual team retreat at the beginning of June to reflect on our work so far and refine our roadmap for the next half a year.

To further anchor our research and engagement strategies, we are constructing persona profiles of our key stakeholders and audience, based on our experience and quantitative data that we have from our communication channels.

We welcome Ravin Cline to the team! Ravin is a PhD student in Public and Nonprofit Management at the University of Texas, Dallas, as well as the founder and Executive Director of a US-based nonprofit focused on helping immigrants find self-sufficiency and significance through education and counsel. Ravin will be expanding our understanding of governance with a review of the current literature on nonprofit governance to advance our advocacy for more and better community-focused governance of open infrastructure services….”

Community workshop to respond to UNESCO’s global call for best practices in open science

“Further to the adoption of the UNESCO Recommendation on Open Science in November 2021, UNESCO is launching a Global Call for Best Practices in Open Science. This call aims to collect best practices in open science at individual, institutional, national, regional, and international levels with a particular focus on the seven priority areas of action highlighted in the Recommendation.

Invest in Open Infrastructure (IOI) has been working to conduct research to provide strategic support and investment guidance to funders, budget holders, policymakers, and other stakeholders on investing in open infrastructure for scholarship and research. To this end, we wish to work with our community to contribute to this Global Call, to gather our experiences to identify best practices in supporting, adopting, using, and contributing to open infrastructure.

To this end, we are collaborating with the Turing Way, the Tools, Practices & Systems (TPS) Programme at the Alan Turing Institute, and Open Life Science to create a series of three 90-min community workshops. Each workshop is hosted by a hosting organization/initiative and will focus on one or two priority areas of action that is/are most central to that community’s work. We invite everyone interested in learning more about others’ practices in supporting open science and open infrastructure to participate in our workshops to contribute to a community response to the UNESCO call.

Wednesday 8 June 2022, 10-11:30 am EDT (see this in your time zone): On “investing in open science infrastructures and services“ hosted by IOI; register here

Wednesday 15 June 2022, 10-11:30 am EDT (see this in your time zone): On “promoting innovative approaches for open science at different stages of the scientific process“ and “promoting international and multi-stakeholder cooperation in the context of open science and with a view to reducing digital, technological and knowledge gaps” hosted by the Turing Way and the TPS Programme; register here

Wednesday 22 June 2022, 10-11:30 am EDT (see this in your time zone): On “investing in human resources, training, education, digital literacy and capacity building for open science“ and, “fostering a culture of open science and aligning incentives for open science” hosted by Open Life Science; register here

We will draft a community response to the UNESCO call based on the input from the session and will share our response publicly upon submission….”

Next steps for the Catalog of Open Infrastructure Services (COIs) | 2022-05-09 | Invest in Open Infrastructure

“We invite open infrastructure service providers to express interest in being added to the next release of the COIs….

We are releasing the COIs documentation. This documentation is the primary resource for understanding the background, content, and key frameworks for COIs. We define key terms, describe key inputs, and articulate our internal decision-making on what content we included and how we chose to display it in order to inform and engage users of COIs, as well as support those interested in submitting information on services not already included in COIs.

We are launching an interest survey for open infrastructure service providers who are interested in being added to the next release of COIs. In this short survey, we ask service providers to assess their information on the key areas covered in COIs, and how they would like to submit that information to and maintain it on COIs. We would like to invite a broad range of open infrastructure service providers, e.g. of different sizes, governance models, and geographical areas, to take part in this survey. This would help build a more comprehensive understanding of the diversity of data types and practices, and increase the resilience of COIs, its infrastructure and processes.

Contribute to developing COIs — We can only move COIs and this work forward with the support of open infrastructure services providers. You can help by expressing your interest in being added to the next release of COIs by filling in the Interest survey, by June 20.

We also invite everyone interested to read and comment on the COIs documentation to help improve the value, usability, scalability and overall user experience of COIs.

We are organizing two Q&A sessions on Tuesday, May 17, 2022 to further discuss these plans with the community and answer any questions you may have: Session 1: 10 am EDT (see this in your time zone) – register here. / Session 2: 7 pm EDT (see this in your time zone) – register here. The sessions will be recorded, and the recordings and a short recap will be shared here on our blog. We look forward to meeting you at one of the sessions!…”

What we are working on: 2022-05-06 | Invest in Open Infrastructure

“…Thank you to everyone who provided input to the “Defining Open Scholarly Infrastructure” draft report – we have now closed the open comment period. We will be reading and addressing your comments and will publish the final report early June. We’re also reviewing our public comment process to help make it more inclusive in the various stages of the work so we can incorporate more feedback earlier in the scoping process. We look forward to iterating towards a more participatory process.

We are scoping and conducting new preliminary investigations on topics including training for open infrastructure and tools and community governance. Watch this space for more about these investigations in the next few weeks!

We are finalizing a first version of the documentation for the Catalog of Open Infrastructure (COIs) and preparing the next phase of work. More about our plans for COIs and how you can participate next week!

We welcome Samuel Moore to the team! Sam will be building on his previous work on governance and community-led models in scholarly communication to help enrich our work in this critical area. His contribution will improve our understanding as we work to identify key frameworks for good governance in open infrastructure.

Our Community Oversight Council hosted its first community discussion with Afua Bruce and Amy Sample Ward, the authors of The Tech That Comes Next. Thank you to everyone who participated in the discussion – we will publish the recording and a short summary next week, here on our blog.

With our Governance and Nominating Committee, we are scoping out the work to strengthen our governance processes and establish our Financial Oversight Group.

We are exploring and setting up communication tooling and processes, including tools for social media scheduling and customer relationship management. The aim is to make our communication efforts more efficient and scalable, as well as to improve our data practices.

We have updated our privacy policy to better reflect how we collect, process, and store data. We will continue to work with ZwillGen to look at how we can be more ethical, transparent, and accountable in the ways we handle data….”