“What we are working on: We published a report from our exploration into the financial health of nonprofits in research and scholarship. Using financial ratio analysis, we conducted a baseline assessment on the financial health of nonprofit organizations in the open scholarship and research ecosystem and explored general guidelines for decision makers to improve the financial health of organizations they fund – find out more in this blog post.
We shared a summary and resources from our Funders Summit. Last month, we brought together 80 funders, budget holders, and other key stakeholders involved in the financing and resourcing of open infrastructure to discuss what to fund in open infrastructure for research and scholarship and how to fund it. Access slides, recordings, and other related resources from the Summit from this blog post.
We are hiring a Business Development and Partnership Lead. This role will be instrumental to the next phase of IOI’s growth and development as we look to diversify our funding modes and streams, as well as grow uptake and investment of open infrastructure by institutions and funders globally. More details and application link on this page….”
“Between October 31 and November 4, 2022, Invest in Open Infrastructure (IOI) organized our first Funders Summit, where we brought together over 80 funders, budget holders, and other key stakeholders involved in the financing and resourcing of open infrastructure to collaboratively explore and discuss a shared framework for investment in open research infrastructure and test out building an alternative funding mechanism. As outlined in our strategic plan, we recognize the need for global cooperation and coordination to increase and sustain open infrastructure investment at an ecosystem-wide level. In our many conversations with stakeholders throughout the past years, we have also come to understand the desire for more evidence-based strategic guidance and recommendations for funders looking to invest more meaningfully in open infrastructure, as well as the need to test new models and interventions. In organizing this Summit, we aimed to: Go beyond the “usual suspects”, to bring together diverse stakeholders from around the world, from those representing inter-governmental organizations to those from the broader digital and/or public infrastructure space. Share key research and data to spark discussions and challenge assumptions on what to fund and how to fund. Create a safe space for experimentation, to test out an alternative means to collectively fund open infrastructure and for all participants – including IOI – to learn from the experience. Below, we share a summary of the discussions at the Summit, as well as links to recordings, slides, and other related resources. We’ll reflect on the collective fund pilot run during the Summit and key lessons we learnt in the following weeks….
The shared notes and complete recordings remain accessible to Summit participants. The links and ways to access these additional artefacts can be found on our HackMD page.”
Dissemination via Indieweb.Social (an instance of Mastodon) of the Open Infrastructure Tracking Project (OITP), maintained by Invest in Open Infrastructure. Much of OITP’s content comes from the Open Access Tracking Project. OITP runs on TagTeam software.
OITP can also be found on Twitter: https://twitter.com/oitp_ioi
“We hosted our first Funders Summit. More than 60 participants joined us in discussing why, how, and what to fund in open infrastructure. We look forward to sharing out more from the Summit in the next few weeks!
We announced the launch of a fund to further investment in open infrastructure globally. The fund will serve to catalyze and deepen investment in under-resourced areas, increase and expand the pool of funders of open infrastructure, and activate a mechanism for bold, higher-risk investments. Over the course of the next year, we will be hosting invited discussions and launching a Community Investment Council to bring transparency and accountability to fund stewardship. You can register your interest to join those conversations via this short survey….”
“Invest in Open Infrastructure (IOI) is excited to announce that we will be launching a fund to further investment in open infrastructure. The fund will go live in early 2024 and provide targeted support to further our mission to sustain effective digital infrastructure needed for open knowledge to flourish. Read our announcement for more information: https://investinopen.org/blog/ioi-launches-fund-to-deepen-investment-in-open-infrastructure/
The fund will serve as a means to further the following aims: Catalyze and deepen investment in under-resourced areas, addressing gaps that current funding mechanisms fail to support, enhancing access to funding to services outside of the Global North, and drive investment to enhance a more representative and accessible ecosystem. Increase and expand the pool of funders of open infrastructure, including calling for those who extract significant value from the open ecosystem to reinvest in the open systems from which they profit. Activate a mechanism for bold, higher risk investments, including exploring community investment in current infrastructure, to counter the increased corporate control of tools and technologies.
Over the course of 2023, IOI will be sharing more about our plans for the fund, and we will also be launching a Community Investment Council. The Council will bring transparency and accountability to fund stewardship, to further build on our efforts to design values-aligned ways to debias funding decisions. You can register your interest to join those conversations via this short survey….”
“Invest in Open Infrastructure (IOI) is excited to announce that it will be launching a fund to further investment in open infrastructure globally. The fund will go live in early 2024 and provide targeted support to further our mission to sustain effective digital infrastructure needed for open knowledge to flourish. … The fund was announced as part of IOI’s Funders Summit, a gathering of key stakeholders involved in financing and resourcing open infrastructure. It will serve as a means to further the following aims:
Catalyze and deepen investment in under-resourced areas, addressing gaps that current funding mechanisms fail to support, enhancing access to funding to communities outside of the Global North, and driving investment to enhance a more representative and accessible ecosystem.
Increase and expand the pool of funders of open infrastructure, including calling for those who extract significant value from the open ecosystem to reinvest in the open systems from which they profit.
Activate a mechanism for bold, higher-risk investments, including exploring community investment in current infrastructure, to counter the increased corporate control of tools and technologies….
IOI’s fund builds on existing momentum to increase investment for critical, digital, open infrastructure, as seen with the recent commitment by leaders to advance and invest in the use of digital public goods such as open source software, Germany’s launch of the Sovereign Tech Fund to support vital and stable open source technologies, and continued efforts from organizations such as the Global Sustainability Coalition for Open Science Services (SCOSS).
Over the course of next year, IOI will be sharing more about its plans for the fund via a series of invited discussions. They will also be launching a Community Investment Council to bring transparency and accountability to fund stewardship, to further build on their efforts to design values-aligned ways to de-bias funding decisions. You can register your interest to join those conversations via this short survey.”
“We’re preparing for our Funders Summit, October 31 – November 4. We’ve confirmed a list of speakers from 360Giving, GivingTuesday, the Chan Zuckerberg Initiative, Wellcome Trust, Simons Foundation, and other stakeholders involved in the financing and resourcing of open infrastructure. We are also finalizing a programme that aims to facilitate the collective shaping of a funding mechanism. Please email contact [at] investinopen [dot] org for an invitation if you’d like to join us!
We welcomed Naomi Penfold and Tim Elfenbein to our team! Naomi joins us as a full-time research data analyst – she will be working on building upon the preprint cause research that she has previously worked on. As a research affiliate, Tim will be exploring the importance of labour in developing and maintaining open infrastructure….”
“Research technology and infrastructure are to be open and community-owned, for science to thrive. This is why the non-profit initiative “Invest in Open Infrastructure” is dedicated to improve funding for open technologies supporting research and scholarship. Emmy Tsang, Engagement Lead at “Invest in Open Infrastructure”, points out what makes an infrastructure open and sustainable and how the Berlin University Alliance can be inspired by their efforts to build a sustainable, collaborative research ecosystem….”
“…What we are working on: We shared findings from our preliminary investigation into supporting open infrastructure for preprints. In exploring preprint services and infrastructure as a case study for how we can support critical research infrastructure, we conducted this preliminary investigation to ask: what is the current situation with preprints and open infrastructure for them, and how could IOI pursue work to further investment and sustain activities in this space? Read our report to find out more….
We are organizing our first Funders Summit, Oct 31 – Nov 4, online! This convening aims to bring together funders, budget holders, and key stakeholders involved in the financing and resourcing of open infrastructure. If you’re interested in joining us, please reach out to contact [at] investinopen [dot] org for an invitation….”
“Invest in Open Infrastructure (IOI) is hosting its first Funders Summit, happening October 31-November 4, 2022. This invite-only event will occur online, and is open to those involved in the financing and resourcing of open infrastructure. Over the course of the week, participants will work with IOI to help shape the pilot of a collective funding mechanism for open infrastructure. You will: Discuss funding trends in open infrastructure; Explore collective funding mechanisms and their feasibilities; and Work together with other participants to shape a first iteration of a collective funding mechanism for open infrastructure….The programme is designed for us to work together, through reflection and discussions, to shape the pilot for a collective funding mechanism for open infrastructure. IOI will lead in committing $100,000 USD to this pilot. We are seeking additional co-investment and commitment from partners who would like to join us in investing in the open infrastructure necessary for research to thrive. Interested in learning more? Email us at contribute [at] investinopen [dot] org. If you’re interested in joining us, please email contact [at] investinopen [dot] org for an invitation….”
“…We are concerned that the preprints ecosystem is not yet financially sustainable, with services dependent on substantial voluntary and in-kind contributions that aren’t fully accounted for in financial plans and are not reliable for long-term strategic planning. The majority of preprints are not shared using open infrastructure. Overall, we find the potential of preprints in open scholarly communication is not yet fully realized and is at risk from competition with for-profit, commercial, and other proprietary solutions. While developments in the existing journal publishing ecosystem make it possible to more rapidly share work, we risk losing the opportunity for this activity to be done on community-governed infrastructure built on open source tools that is transparent and accountable to its stakeholders. To address these challenges and concerns, we recommend work to:
Raise awareness of the potential benefits and drawbacks of using existing open services for preprints as shared infrastructure.
Support research and development (and testing) of business models that could work at a larger scale.
Advocate for increased investment in projects and initiatives that support preprints to enable more inclusive and equitable participation in science and scholarship.”
Summary: “Preprints are being used across multiple scholarly disciplines – at varying levels of adoption. In this research, we asked: what is the current situation with preprints and open infrastructure for them, and how could IOI pursue work to further investment and sustain activities in this space?”
“…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….”
“…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….”
“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….”