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 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|
|Stakeholder group||Percent of OSI delegates||Summit reps (25)|
|1. Research universities||35%||7|
|2. Commercial publishers||10%||2|
|3. Scholarly societies and society publishers||5%||1|
|4. Non-university research institutions and publishers||5%||1|
|5. Open knowledge groups and “born-open” publishers||5%||1|
|6. University presses and library publishers||5%||1|
|7. Government policy organizations||5%||1|
|8. Funders, public and private||5%||1|
|9. Scholarly libraries and library groups||5%||1|
|10. Broad faculty and education groups||5%||1|
|11. Tech industry||5%||1|
|12. Scholarly research infrastructure groups||5%||1|
|13. Other universities and colleges||5%||1|
|14. Scholarly communications and publishing industry experts||Up to 20 per meeting||1|
|15. Active researchers and academic authors||Up to 20 per meeting||1|
|16. Scholarly journal editors||Up to 10 per meeting||1|
|17. Journalists||Up to 10 per meeting||1|
|18. Elected officials||Up to 10 per meeting||1|
The current composition of the summit group doesn’t match the target composition as noted in the above table. The reason for this mismatch is two-fold:
The gender balance of this current group is also skewed. The full OSI group is close to balanced, but the 4/11/18 iteration of the summit group skews male as a consequence of who accepted the invitation to participate in this group.
The principles and practices of scholarly communication are critical to the advancement of research and research 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.
The goals and priorities of OSI are defined by OSI management, the OSI summit group (defined below), and OSI participants subject to the provisions described herein.
The mechanisms for achieving OSI’s goals will vary and evolve over time, including but not limited to online conversations and annual meetings.
OSI relies on participation 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 and scholarly publishing.
3.1. Stewardship. Until such time and unless otherwise desired by OSI participants, the stewardship responsibility for this effort will rest with the Science Communication Institute (SCI). The SCI executive director appoints the program director for OSI, subject to such considerations that SCI may deem appropriate (such as consultation with OSI member and the SCI board).
3.2. Consultation. On all matters related to the content and substance of OSI, the OSI program director shall work together with OSI participants and the OSI summit group to produce programs, products, position papers and more, which accurately reflect the sense of the OSI community. The OSI program director shall solicit and consider advice and feedback provided by OSI participants and 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—there shall be no mechanism, for instance, compelling the program director to adopt measures by majority vote of the members (in order to protect OSI from imbalance that may occur as a result of participant recruitment over time, or participant engagement).
It is vital that the scholarly publishing stakeholder community works together to build OSI, and views this effort as a collective investment—of time, money, intellect, effort, and goodwill—in order to ensure that OSI develops in a sustainable manner, and is both representative of and responsive to this community. To this end, including a broad array of perspectives in OSI is important. OSI will strive to ensure that listserv membership, annual meeting attendance, and summit group composition reflect this variety in rough proportion to the goals and quotas defined annually by the OSI summit group and reviewed by OSI participants (noting that group definitions and numbers are going to be continually refined over time as OSI’s outreach and understanding grows).
OSI sponsors, partners and hosts (as defined below) receive no special privileges or consideration in terms of agenda items or favorable decisions—only increased visibility from sponsorship acknowledgements. Sponsorship and funding decisions that may be problematic will be referred to the OSI summit group for advice.
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.
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 participants choose through the mechanism described herein.
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.