Working together to improve global access to research


Process and administrative details


What's the first step?

Once workgroups are connected via email, members introduce themselves to colleagues. The rest is up to the group. Groups are encouraged to start discussing ideas in advance of meetings and to to reach out to colleagues or organizers any time for ideas or information.

Think about a facilitator

Each workgroup is encourage to nominate one person who can take the lead on group progress and facilitation. Facilitation training is available upon request (this person won’t necessarily end up serving as your group’s facilitator, but they will be available to serve as your “resident expert” in the event your group needs to layer more structure onto your deliberations at some point).

What about writers, chairs, etc.?

Writers, presenters, chairs (if any), facilitators and discussion leaders are chosen by workgroups(potential facilitators are appointed or identified first, as noted above).

Expected outputs

Each team is responsible for putting together a five-minute slide presentation for the full group. Teams are also asked to submit a written paper within four weeks of the end of the conference. These papers and the official conference proceedings will be published. Both resources form the foundation of ongoing conversations—broadening participation, getting more feedback and refinement, and connecting this work to the development of solutions.

What do at-large delegates do?

At-large members drop in on workgroup conversations and also meet as a group throughout meetings to develop a big-picture overview for this effort and also report on any workgroup issues that might need to be addressed.

Process Summary

  1. OSI’S GOAL. The goal of the Open Scholarship Initiative is to create an effective, robust framework for discussion and collaborative action between a diverse array of stakeholder groups in scholarly publishing. Workgroups are an effective means toward this end, providing an intense forum for cross-stakeholder deliberation and planning. 
  2. WORKGROUP COMPOSTION & ASSIGNMENTS. OSI participants are divided into different workgroups, each focusing on different questions in scholarly publishing. The composition of these workgroups is balanced and diverse in order to incorporate a broad range of stakeholder perspectives and experiences and also encourage the development of new ideas and approaches.
  3. KEEP AN OPEN MIND. The perspectives participants share at OSI meetings can be individual thoughts as well as official institutional perspectives. Stated another way, while many participants are the top executives at their institutions, or have the blessings of their top executives to speak and act in an official capacity, they need not feel that they are only representing an official point of view or that what they say necessarily commits their organization to a particular point of view or follow-up action. Their overall guidance is to keep an open mind, worry less about selling solutions than trying to see the big picture, and be open to the possibility that views may shift and evolve over the course of this effort.
  4. ANSWER THE BIG QUESTIONS. The initial questions posed in workgroup descriptions are starting points for discussion. Each group IS free to explore other aspects of their question as it sees fit. The touch points of group deliberations are to: (1) Quickly summarize the issue and the various perspectives involved, (2) In more detail, describe areas of general agreement and disagreement between stakeholders and the knowledge, perspective and/or policy gaps that may be powering these different viewpoints, (3) Even if in rough outline form, propose a set of actions or outcomes that can balance the needs and interests of all stakeholders (or a mechanism for finding solutions or bridging gaps), and (4) Describe the challenges their proposal faces and how these might be addressed.
  5. OPERATIONAL DETAILS. Each workgroup meets several times for face-to-face conversation over the course of a meeting for a total of at least 5-6 hours. Online work also occurs. Each workgroup team is then responsible for putting together a five-minute slide presentation for the full group’s consideration. Teams are also tasked with submitting a written paper within four weeks of the end of the conference.

2016 Workgroup Assignments

The final assignments shifted throughout 2016; this list represents our best guess as to who landed where.


  1. Amy Brand, Director, MIT Press
  2. Ann Gabriel, Vice President, Academic & Research Relations, Elsevier
  3. James Butcher, Publishing Director, Nature Journals
  4. Jamie Vernon, Director of Science Communications and Publications at Sigma Xi and Editor-in-Chief, American Scientist
  5. Kathleen Fitzpatrick, Director of Scholarly Communication, Modern Language Association (MLA)
  6. Matt Spitzer, Community Manger, Center for Open Science (COS)
  7. Meg Buzzi, Director, Opus Program, UCLA
  8. Rikk Mulligan, Program Officer for Scholarly Publishing, Association of Research Libraries (ARL)
  9. Trevor Dawes, Associate University Librarian, Washington University St. Louis
  10. Vivian Siegel, Director of Education and Training, Global Biological Standards Institute, Vanderbilt University
  11. Winston Tabb, Dean of Libraries and Museums, Johns Hopkins University


  1. Andrew Tein, Vice President, Global Government Affairs, Wiley
  2. Harriette Hemmasi, University Librarian, Brown University
  3. Ivan Oransky, Vice President and Global Editorial Director, MedPage Today, and Co-Founder, Retraction Watch
  4. John Inglis, Executive Director and Publisher, Cold Spring Harbor Laboratory Press and Co-Founder, bioRxiv
  5. Lisa Macklin, Director, Scholarly Communications Office, Emory University
  6. Mark Parsons, Secretary General, Research Data Alliance
  7. Melanie Dolechek, Executive Director, Society for Scholarly Publishing (SSP)
  8. Nancy Rodnan, Senior Director of Publications, American Society for Biochemistry and Molecular Biology (ASBMB)
  9. Sharon Farb, Associate University Librarian for Collection Management and Scholarly Communication, UCLA
  10. Steven Hall, Managing Director, IOP Publishing


  1. Alicia Wise, Director of Access and Policy, Elsevier
  2. Catherine Murray-Rust, Dean of Libraries & Vice Provost for Academic Effectiveness, Georgia Tech
  3. Denise Stephens, University Librarian, University of California Santa Barbara
  4. Diane Graves, Assistant Vice President for Information Resources and University Librarian, Trinity University
  5. Dick Wilder, Associate General Counsel, Bill & Melinda Gates Foundation
  6. Kathleen Shearer, Executive Director, Confederation of Open Access Repositories (COAR)
  7. Martin Kalfatovic, Associate Director, Digital Program and Initiatives, Smithsonian Libraries
  8. Rick Anderson, Associate Dean of Libraries at the University of Utah and President-Elect, Society for Scholarly Publishing (SSP)
  9. Roy Kaufman, Managing Director, New Ventures, Copyright Clearance Center
  10. Seth Denbo, Director of Scholarly Communication and Digital Initiatives, American Historical Association
  11. Steven Hill, Head of Research Policy, Higher Education Funding Council for England (HEFCE)
  12. Susan Haigh, Executive Director, Canadian Association of Research Libraries


  1. Adam Huftalen, Senior Manager of Federal Government Affairs, RELX Group
  2. Deborah Stine, Professor of the Practice, Engineering and Public Policy, Carnegie Mellon University
  3. Ivy Anderson, Interim Executive Director and Director of Collections, California Digital Library (CDL)
  4. Joan Lippincott, Associate Executive Director, Coalition for Networked Information (CNI)
  5. John Vaughn, Senior Fellow, American Association of Universities (AAU)
  6. Lee Cheng Ean, University Librarian, National University of Singapore
  7. Mel DeSart, Head, Engineering Library, University of Washington
  8. Ralf Schmimer, Head of Scientific Information Provision, Max Planck Digital Library, Max Planck Society
  9. Remi Gaillard, Head of Collection Management Department, University of Pierre and Marie Curie
  10. Salvatore Mele, Head of Open Access, European Organization for Nuclear Research (CERN)
  11. Susan Gibbons, Deputy Provost, Libraries & Scholarly Communication, Yale University


  1. Bill Priedhorsky, Science Resource Office Director, Los Alamos National Laboratory
  2. Cheryl Ball, Director, Digital Publishing Institute, West Virginia University
  3. Donna Scheeder, President, International Federation of Library Associations and Institutions (IFLA)
  4. John Willinsky, open access pioneer, PKP founder, and professor, Stanford University
  5. Karina Ansolabehere, human rights and democracy expert, FLACSO-Mexico
  6. Medha Devare, Data and Knowledge Manager, Consultative Group on International Agricultural Research (CGIAR)
  7. Mike Taylor, Software Engineer, Index Data and Research Associate, University of Bristol
  8. Ryan Merkley, CEO, Creative Commons
  9. Susan Veldsman, Director, Scholarly Publishing Unit, Academy of Science of South Africa (ASSAf)
  10. Tee Guidotti, President-Elect, Sigma Xi
  11. Wim van der Stelt, Executive Vice President, Projects Open Research, Springer Nature


  1. Amy Nurnberger, Research Data Manager, Columbia University
  2. Chris Erdmann, Director, Harvard-Smithsonian Astrophysics Library
  3. Dee Magnoni, Research Library Director, Los Alamos National Laboratory
  4. Emily McElroy, Director, McGoogan Library of Medicine, University of Nebraska Medical Center
  5. Éric Archambault, President and Founder, Science-Metrix
  6. Ginger Strader, Director, Smithsonian Institution Scholarly Press
  7. Kevin Bradley, President, US Journals, Taylor & Francis Group
  8. Lorcan Dempsey, VP Research, Online Computer Library Center (OCLC)
  9. Michael Van Woert, Executive Officer and Director, National Science Board Office, National Science Foundation (NSF)
  10. Robin Staffin, Director for Basic Research, US Department of Defense
  11. Stephanie Fulton, Executive Director, Research Medical Library, MD Anderson


  1. Adyam Ghebre, Director of Outreach, Authorea
  2. Elizabeth Kirk, Associate Librarian for Information Resources, Dartmouth College
  3. Frank Sander, Director, Max Planck Digital Library, Max Planck Society
  4. Geoffrey Bilder, Director of Strategic Initiatives, CrossRef
  5. Joshua Nicholson, CEO and Co-Founder, The Winnower
  6. Matthew Salter, Publisher, American Physical Society
  7. Melinda Kenneway, Executive Director, Kudos
  8. Nancy Weiss, Senior Advisor to the Chief Technology Officer, Innovation and IP, White House Office of Science and Technology Policy (OSTP)
  9. Paul Murphy, Director, RAND Press
  10. Robert Kiley, Head of Digital Services, Wellcome Library


  1. Aaron McCollough, Head, Scholarly Communication and Publishing Unit, University of Illinois Library
  2. Alison Mudditt, Director, University of California Press
  3. Brett Bobley, CIO, National Endowment for the Humanities (NEH)
  4. Frances Pinter, CEO, Manchester University Press and Founder of Knowledge Unlatched
  5. Lisa Spiro, Executive Director of Digital Scholarship Services, Rice University
  6. Marilyn Billings, Scholarly Communication & Special Initiatives Librarian, University of Massachusetts
  7. Micah Vandegrift, Digital Scholarship Coordinator, Florida State University
  8. Michael Eisen, co-founder of PLOS and Professor of Genetics, Genomics and Development, U Cal Berkeley
  9. Renaud Fabre, Director, Scientific and Technical Information Directorate (DIST), French National Centre for Scientific Research (CNRS)
  10. Richard Price, Founder and CEO,
  11. Tony Roche, Publishing Director, Emerald Publishing Group


  1. Christopher Thomas, Administrator, Defense Technical Information Center (DTIC), US Department of Defense
  2. Jack Schultz, Director, Christopher S. Bond Life Science Center, University of Missouri
  3. Jason Hoyt, CEO, PeerJ
  4. Jean-Gabriel Bankier, President, bepress
  5. John Dove, library and publishing consultant
  6. Karin Trainer, University Librarian, Princeton University
  7. Natalia Manola, Director, OpenAIRE
  8. Neil Thakur, Special Assistant to the Deputy Director for Extramural Research, NIH, and program manager for the NIH Public Access Policy
  9. Rebecca Kennison, Principal, K|N Consultants
  10. Trevor Owens, Senior Program Officer, Institute of Museum and Library Services (IMLS)


  1. Barbara DeFelice, Program Director for Scholarly Communication, Copyright and Publishing, Dartmouth College
  2. Crispin Taylor, Executive Director, American Society of Plant Biologists
  3. Gary Evoniuk, Director of Publication Practices, GlaxsoSmithKline (GSK)
  4. Jane McAuliffe, Director, National and International Outreach, Library of Congress
  5. Jeff Mackie-Mason, Dean of Libraries, University of California Berkeley
  6. Jennifer Pesanelli, Deputy Executive Director for Operations and Director of Publications, Federation of American Societies for Experimental Biology (FASEB)
  7. Julie Hannaford, Deputy Chief Librarian, University of Toronto
  8. Michael Wolfe, Executive Director, Authors Alliance
  9. Nancy Davenport, University Librarian, American University
  10. Paul Royster, Coordinator of Scholarly Communications, UNL Libraries
  11. Pollyanne Frantz, Executive Director, Grants Resource Center, American Association of State Colleges and Universities (AASCU)


  1. Bryan Alexander, higher education publishing consultant and futurist
  2. Claudia Holland, Head of Scholarly Communication and Copyright, George Mason University
  3. Jake Orlowitz, Head of The Wikipedia Library
  4. Jeff Tsao, Distinguished Member of the Technical Staff, Sandia National Laboratories
  5. Joyce Ogburn, Dean of Libraries, Appalachian State
  6. Kathleen Keane, Director, Johns Hopkins University Press
  7. Mary Augusta Thomas, Deputy Director, Smithsonian Libraries
  8. Kim Barrett, Dean of the Graduate Division, University of California San Diego (UCSD)
  9. Patrick Herron, Senior Research Scientist, Information Science + Studies, Duke University
  10. Sioux Cumming, Program Manager, Online Journals, International Network for the Availability of Scientific Publications (INASP)


  1. Agathe Gebert, Open Access Repository Manager, GESIS-Leibniz-Institute for the Social Sciences
  2. Brooks Hanson, Director of Publications, American Geophysical Union
  3. Christina Drummond, Director of Strategic Initiatives, Educopia Institute
  4. James Hilton, University Librarian and Dean of Libraries, Vice Provost for Digital Education and Innovation, University of Michigan
  5. Joyce Backus, Associate Director for Library Operations, National Library of Medicine, National Institutes of Health
  6. Maryann Martone, Director of Biosciences,, and President, FORCE11
  7. Richard Ovenden, Bodley’s Librarian, Bodleian Libraries, University of Oxford
  8. Rita Scheman, Publications Director, American Physiological Society
  9. Robert Cartolano, Vice President for Digital Programs and Technology Services, Columbia University
  10. Sarah Michalak, Associate Provost for University Libraries and University Librarian, University of North Carolina Chapel Hill (UNC)
  11. Sarah Pritchard, Dean of Libraries, Northwestern University


  1. Angela Cochran, Director of Journals, American Society of Civil Engineers (ASCE)
  2. Becky Clark, Director of Publishing, Library of Congress
  3. Bev Acreman, Commercial Director, F1000
  4. Caroline Black, Editorial Director, BioMed Central (SpringerNature)
  5. Catriona MacCallum, Acting Advocacy Director, PLOS
  6. Chris Bourg, Director, MIT Libraries
  7. Francisco Valdés Ugalde, Director General, Latin American Faculty of Social Sciences (FLACSO) in Mexico
  8. Kevin Davies, Vice President for Business Development, American Chemical Society, and Publisher, C&EN
  9. Paul Peters, CEO, Hindawi Publishing
  10. Peter Berkery, Executive Director, American Association of University Presses (AAUP)
  11. Rachel Dresbeck, President, National Organization of Research Development Professionals (NORDP) and Director of Research Development and Communications, Oregon Health and Science University
  12. Robert Schnabel, CEO, Association of Computing Machinery


  1. Ann Riley, President, Association of College and Research Libraries (ACRL)
  2. Audrey McColloch, Chief Executive, Association of Learned and Professional Society Publishers (ALPSP)
  3. Danny Kingsley, Head of Scholarly Communication, Cambridge University
  4. Eric Massant, Senior Director of Government and Industry Affairs, RELX Group
  5. Gail McMillan, Director of Scholarly Communication, Virginia Tech
  6. Glenorchy Campbell, Managing Director, British Medical Journal (BMJ) North America
  7. Gregg Gordon, President, Social Science Research Network (SSRN)
  8. Keith Webster, Dean of Libraries, Carnegie Mellon University
  9. Laura Helmuth, Incoming President, National Association of Science Writers (NASW)
  10. Tony Peatfield, Director of Corporate Affairs, Medical Research Council, Research Councils UK (RCUK)
  11. Will Schweitzer, Director of Product Development, AAAS/Science


  1. Colleen Cook, Dean of Libraries, McGill University
  2. David Ross, Executive Director for Open Access, SAGE Publications
  3. Roberto F. Arruda, Special Advisor to the Scientific Director, São Paulo Research Foundation (FAPESP)
  4. Laurie Goodman, Editor-in-Chief, GigaScience
  5. Mary Ellen Davis, Executive Director, Association of College and Research Libraries (ACRL)
  6. Neil Jacobs, Head of Scholarly Communication Support, UK Joint Information Systems Committee (JISC)
  7. Pablo Gentili, Executive Secretary, Latin American Council of Social Sciences (CLACSO) and Director, Latin American Faculty of Social Sciences (FLACSO) in Brazil
  8. Richard Gedye, Executive Council Chair, Research4Life and Director of Outreach Programs, International Association of STM Publishers
  9. Robin Champieux, Scholarly Communication Librarian, Oregon Health & Science University (OHSU)
  10. Stuart Taylor, Publishing Director, The Royal Society


  1. Ali Andalibi, Associate Dean of Research, George Mason University
  2. Bhanu Neupane, Program Specialist, Communication and Information Sector, UNESCO
  3. Concetta Seminara, Editorial Director, US Social Science & Humanities Journals Program, Routledge/Taylor & Francis
  4. Dave McColgin, User Experience Director, Artefact
  5. Grace Xiao, Co-Founder and President, Kynplex
  6. Jessica Sebeok, Associate Vice President for Policy, Association of American Universities (AAU)
  7. John Warren, Head, Mason Publishing Group, George Mason University
  8. John Zenelis, Dean of Libraries and University Librarian, George Mason University
  9. Joshua Greenberg, Program Director for Digital Information Technology, Alfred P. Sloan Foundation
  10. Judy Luther, President, Informed Strategies
  11. Kamran Naim, Lead Researcher, Open Access Cooperative Study
  12. Mark Ware, Director, Mark Ware Consulting
  13. Mary Woolley, President, Research!America
  14. Meredith Morovati, Executive Director, Dryad
  15. Nancy Gwinn, Director, Smithsonian Libraries
  16. Norbert Lossau, Vice President, University of Göttingen
  17. Peter Potter, Director of Publishing Strategy, Virginia Tech
  18. Scott Plutchak, Director of Digital Data Curation Strategies, University of Alabama at Birmingham
  19. Sindy Escobar-Alvarez, Senior Program Officer, Doris Duke Charitable Foundation Medical Research Program
  20. Steve Fiore, President, Interdisciplinary Network for Group Research (INGRoup)
  21. Susan Skomal, President/CEO, BioOne
  22. Terry Ehling, Associate Director, Content Acquisition and Publisher Relations, Project MUSE, Johns Hopkins University Press
  23. Todd Carpenter, Executive Director, National Information Standards Organization (NISO)
  24. William Gunn, Director of Scholarly Communications, Elsevier

2017 Assignments

OSI2017 participants met in workgroup and stakeholder groups. Please see the OSI2017 report for details.