OSI is a project created and led by the Science Communication Institute (SCI), a US-based 501c3 nonprofit public charity. The executive director of SCI appoints the program manager for OSI (for the past three years, the same person has filled both roles). The OSI summit group serves as the strategic management arm of OSI, and is comprised of representatives from most of OSI’s stakeholder groups, as well as OSI’s steering committee. OSI’s steering committee is the senior executive team; most members have helped steer OSI from its outset in 2014. In practice, the full OSI group is a “coalition of the willing.” Leaders and participants are not paid and travel costs to conferences are most often paid for out of their institutions’ budgets.
|ALSO IN 2016-18 STEERING GROUP||NAME||TITLE||STAKEHOLDER GROUP|
|Abel Packer||Co-founder and director, SciELO||Scholarly journal editors|
|Ali Andalibi||Associate Dean of Research, Science, George Mason University||Research universities|
|Anthony Watkinson||Principal Consultant CIBER Research||Scholcomm & publishing industry experts|
|X||Bhanu Neupane||Program Manager, UNESCO||Government policy organizations|
|X||Bryan Alexander||President, Bryan Alexander Consulting||Scholcomm & publishing industry experts|
|X||Christopher Erdmann||Chief Strategist for Research Collaboration, NCSU Libraries||Scholcomm & publishing industry experts|
|X||Claudia Holland||Scholarly Communication Coordinator, Mississippi State||Scholcomm & publishing industry experts|
|Colleen Campbell||Director, OA2020 Partner Development, Max Planck Digital Library||Non-university research institutions|
|David Mellor||Project Manager, Journal and Funder Initiatives, Center for Open Science||Open knowledge groups and “born-open” publishers|
|X||Eric Olson||US Outreach Coordinator, ORCID||Scholcomm & publishing industry experts|
|X||Frances Pinter||Founder and executive director, Knowledge Unlatched||Scholcomm & publishing industry experts|
|Gemma Hersh||VP, Policy and Communication, Elsevier||Commercial publishers|
|Glen Campbell||Managing Director, BMJ North America||Commercial publishers|
|X||Glenn Hampson (ex-officio)||Program Director, OSI|
|Jason Steinhauer||Director, Lepage Center for History in the Public Interest, Villanova University||Open knowledge groups and “born-open” publishers|
|Jennifer Pesanelli||Deputy executive director, FASEB||Scholarly societies|
|X||John Warren||Head, Mason Publishing Group, George Mason||University and library publishers|
|X||Joyce Ogburn||Digital Strategies and Partnerships Librarian, Appalachian State University||Research universities|
|Kim Barrett||Distinguished Professor of Medicine and Editor-in-Chief, The Journal of Physiology||Scholarly journal editors|
|Margaret Winker||Secretary, World Association of Medical Editors||Scholarly journal editors|
|X||Mel DeSart||Head, Engineering Library and Head, Branch Libraries, University of Washington||Scholarly libraries and library groups|
|Nancy Davenport||University Librarian, American University||Research universities|
|Patrick Herron||Senior Research Scientist for Information Science + Studies, Duke University||Research universities|
|Richard Gedye||Director of Outreach Programmes, STM and Publisher Coordinator, Research4Life||Scholcomm & publishing industry experts|
|X||Rick Anderson||Associate Dean for Collections & Scholarly Communication, University of Utah||Scholcomm & publishing industry experts|
|Rob Johnson||Director, Research Consulting||Government policy organizations|
|X||Scott Plutchak (chair)||Director of Digital Data Curation Strategies, UAB||Scholcomm & publishing industry experts|
|Sioux Cumming||Programme Manager Journals Online, INASP||Open knowledge groups and “born-open” publishers|
|Win van der Stelt||EVP Strategic Relations, SpringerNature||Commercial publishers|
The principles and practices of scholarly communication are critical to the advancement of research and knowledge. OSI’s mission is to build a robust framework for communication, coordination and cooperation among all nations and stakeholders in order to: improve scholarly communication; find common understanding and just, achievable, sustainable, inclusive solutions; and to work collectively toward these solutions that increase the amount of research information available to the world, as well as the number of people who can access this information regardless of location or financial capability. The guiding principles of OSI are to involve the entire stakeholder community in a collaborative effort; to value all stakeholder voices and perspectives; to thoughtfully consider the consequences of all approaches; to coordinate and collaborate on developing joint solutions and efforts; and to pursue and continue refining solutions over time to ensure their implementation, effectiveness, and success.
Article 1: Goals
The goals and priorities of OSI are defined by OSI management, the OSI summit group, and OSI participants subject to the provisions described herein.
Article 2: Mechanisms
The mechanisms for achieving OSI’s goals will vary and evolve over time, including but not limited to online conversations and annual meetings.
Article 3: Authority
OSI relies on the involvement of and feedback from OSI participants to ensure that the focus and priorities of OSI’s activities reflect the focus and priorities of the broad stakeholder community in scholarly communication.
3.1. Stewardship. Until or unless an alternative arrangement is deemed desirable by OSI participants, the stewardship responsibility for this effort rests with SCI. The SCI executive director assigns the program director for OSI, subject to such considerations that SCI may deem necessary appropriate (such as consultation with OSI members and the SCI board; note as well that these two roles might be filled by the same person).
3.2. Consultation. On all matters related to the content and substance of OSI, the OSI program director works together with OSI participants and the OSI summit group to produce programs, products, position papers and more, which attempt to accurately reflect the sense of the OSI community. The OSI program director solicits and considers advice and feedback provided by OSI participants and the OSI summit group to the fullest extent practicable where the director deems this information to be helpful and/or necessary. This advice is crucial for the proper functioning of OSI but it is not binding.
Article 4: Funding and support
OSI may elect to receive financial and in-kind support from a variety of entities, including but not limited to governments, foundations and individuals. These entities receive no special privileges or consideration in return for their support—only increased visibility as deemed reasonable by OSI (such as including their name and/or logo on the program cover and/or mentioning their name in press releases), except as otherwise approved by the OSI summit group. Funding and support decisions that may be problematic are referred to the OSI summit group for advice. OSI may define the funding and support it receives in a variety of ways, such as gifts, grants or sponsorships. At the time of this document’s consideration, these three definitions are sponsors, partners and hosts.
4.1 Sponsors. Entities that provide financial support to OSI.
4.2 Partners. Entities involved in helping shape the program or focus of OSI, such as UNESCO. Partners are also listed as sponsors in order to avoid disclosure confusion (since some disclosure materials may only require a complete list of sponsors).
4.3 Hosts. Hosts are the universities and institutions that host OSI meetings. Hosting OSI meetings gives institutions and universities a unique opportunity to showcase their work and involve individuals (in the case of universities, these might be administrators, researchers, faculty, staff and students). Hosts may also be granted certain privileges with regard to participating in planning meetings, in which case they may also be considered partners. Hosts are also listed as sponsors due to their in-kind support, and for the disclosure clarity described in section 4.2.
Article 5: Legal commitments
There are no legal commitments involved in participating in OSI as an individual participant, institution, summit group member, supporter, or any other capacity, except for the OSI program director, who is legally bound to this effort through the contracts that are signed for its funding and for program-related needs and activities.
Article 6: Durability
As long as the Science Communication Institute is entrusted with this effort, SCI will ensure the long-term durability of OSI and its products and assets at a minimum through calendar year 2025, barring any other management arrangements that OSI members choose through the mechanism described herein.
Article 7: Transparency
All records related to OSI (apart from private communications and the unique reports filed to sponsors so requesting) will be available for public review from SCI until 2026. If another entity assumes responsibility for OSI (or if OSI becomes its own entity), this responsibility for transparency will be required to endure.