Skip to main content

NISO Tech Summit: Reflections Upon The Year of Open Science

Virtual Conference


In January of this year, 2023, the White House Office of Science and Technology Policy (OSTP) launched a significant milestone in the science and technology arena when it unveiled the Year of Open Science. As we approach the conclusion of this pivotal year, NISO’s Technology Summit brings this topic center stage to reflect on  this multi-agency endeavor and its far-reaching impacts.

The summit will constructively critique the role of technology and supporting organizations in either facilitating or impeding the progress toward open science. We’ll consider which existing systems were prepared to embrace the declaration’s ideals and which required new implementations. Furthermore, we’ll explore how library and publishing communities seized the opportunity presented by the Year of Open Science and how we can collectively strive for improvement.

This year, the Summit is being organizations with the insights and perspective of a thoughtful and experienced committee, including:

  • Sayeed Choudhury, Associate Dean, Digital Infrastructure & Director, Open Source Programs Office, Carnegie-Mellon University
  • Maurice Coleman, Principal, Coleman & Associates
  • Peter Murray, Library Technologist, Index Data
  • Christine Smith, Director, Product Operations, Altum

Confirmed speakers include Caitlin Carter, Program Manager, HELIOS; Jason Griffey, Director of Strategic Initiatives, NISO; Mark Hahnel, CEO and founder, Figshare; Iain Hrynaszkiewicz, Director, Open Research Solutions, PLOS; Sue Kriegsman, Deputy Director, Center for Research on Equitable and Open Scholarship (CREOS) and Interim Co-Director of Human Resources, Massachusetts Institute of Technology (MIT) Libraries; Sarah Lippincott, Head of Community Engagement, Dryad; Eunice Mercado-Lara, Open & Equitable Program Manager, Open Research Funders Group; Nicole Pfeiffer, Chief Product Officer Center for Open Science (COS); Kristen Ratan, Founder, Stratos | CoFounder, ICOR; Howard Ratner, Executive Director, CHORUS; Shelley Stall, Vice President, Open Science Leadership, American Geophysical Union (AGU); Tiffany Straza, Open Science consultant, UNESCO; Greg Tananbaum, Director, Open Research Funders; Emmy Tsang, Director of Finance and Operations, Open Life Science; and Keith Webster, Dean of University Libraries, Carnegie Mellon University.


Day One
10:00 am - 10:15 am     Welcome: Todd Carpenter
10:15 am - 10:45 am     Keynote: State of the Industry: 2023 The Year of Open Science
                                      Confirmed Speaker: Kristen Ratan
10:45 am - 11:45 am     Mapping Progress: Reflections and Charting Future Pathways
                                      Moderator: Greg Tananbaum  
                                      Confirmed Panelists: Mark Hahnel, Shelley Stall, and Keith Webster
11:45 am - 12:00 pm     Q+A
12:00 pm - 12:15 pm     Break
12:15 pm - 12:45 pm     Empowering Research: A Publisher’s Perspective on Open Science
                                      Confirmed Speaker: Iain Hrynaszkiewicz
12:45 pm - 1:15 pm       Bridging Academia: Open Science at HELIOS
                                      Confirmed Speaker: Caitlin Carter
1:15 pm - 1:30 pm         Debriefing & Paving the Way: A Moderator’s Perspective
                                      Confirmed Speaker: Greg Tananbaum

Day Two
10:00 am - 10:15 am     Welcome & Setting the Stage for Deeper Discussion: Todd Carpenter
10:15 am - 11:15 am      Navigating the Open Science Landscape: Intersections of Open
                                      and Equity
                                      Confirmed Speakers: Sue KriegsmanEunice Mercado-Lara, Tiffany Straza,
                                      and Emmy Tsang
                                      Moderator: Kristen Ratan
11:15 am - 11:30 am      Q+A
11:30 am - 11:45 am     Break
11:45 am - 12:45 pm     Enhancing Open Science: Assessing Tools & Charting Progress
                                      Confirmed Speakers: Sarah Lippincott, Nicole Pfeiffer, and Howard Ratner
                                      Moderator: Jason Griffey
12:45 pm - 1:00 pm       Q+A
1:00 pm - 1:30 pm         Closing Reflections & Envisioning the Future

Event Sessions


10:00 am - 10:15 am: Welcome


10:15 am - 10:45 am: Keynote: State of the Industry: 2023 The Year of Open Science


10:45 am - 11:45 am: Mapping Progress: Reflections and Charting Future Pathways


Shelley Stall

VP, Data Leadership Institute, American Geophysical Union
American Geophysical Union (AGU)

Keith Webster

Dean of University Libraries
Carnegie Mellon University

Moderator: Greg Tananbaum, Director, Open Research Funders.

Shared resources:

Provided by Keith Webster:

The Royal Society: Final report (June 2012) - Science as an open enterprise - The Science as an open enterprise report highlights the need to grapple with the huge deluge of data created by modern technologies in order to preserve the principle of openness and to exploit data in ways that have the potential to create a second open science revolution.

Provided by Shelley Stall:

AGU: Welcome to Your Journey to Open Science! (December 2022) - Each researcher’s experience with Open Science is unique. However, one thing is true for everyone: making your research process and outputs more open and understood helps make scientific knowledge openly available, accessible, and reusable for everyone, to help increase scientific collaboration, creation, evaluation, and communication.

Stall, S., Bilder, G., Cannon, M. et al. Journal Production Guidance for Software and Data Citations. Sci Data 10, 656 (2023). - Software and data citation are emerging best practices in scholarly communication. This article provides structured guidance to the academic publishing community on how to implement software and data citation in publishing workflows.

11:45 am - 12:00 pm: Q+A

12:00 pm - 12:15 pm: Break

12:15 pm - 12:45 pm: Empowering Research: A Publisher’s Perspective on Open Science


12:45 pm - 1:15 pm: Bridging Academia: Open Science at HELIOS


Shared resources:

Provided by Shelley Stall

The Higher Education Leadership Initiative for Open Scholarship (HELIOS) - The Higher Education Leadership Initiative for Open Scholarship (HELIOS) is a cohort of colleges and universities committed to collective action to advance open scholarship within and across their campuses. Leaders from US colleges and universities have joined this community of practice, working together to promote a more transparent, inclusive, and trustworthy research ecosystem.

Provided by Greg Tananbaum

HELIOS Workstreams & Outputs - HELIOS participants collaborate with key campus actors, peers at other participating institutions, and representatives from philanthropies, governmental agencies, professional societies, and other contributors to the scholarly ecosystem. Members meet periodically, as a collective and in focused working groups, to develop actionable policies, resources, guidance, metrics, and infrastructure in support of open scholarship.

Open Science & Open Scholarship - The Academic Data Science Alliance (ADSA) aims to nurture and support a community of researchers and educators who take responsibility for a just, equitable future where data science approaches are thoughtfully applied in all domains for the benefit of all.

ASM Journals Open Science - American Society for Microbiology (ASM) is the home for microbial scientists from around the globe to connect, learn, discover and prepare for the future. ASM and its 30,000 members partner with global organizations to solve the world’s most pressing challenges. We connect with millions of experts and harness their science to serve humanity.

ORFG Advances Efforts to Improve Research Output Tracking - In June of 2022, the Open Research Funders Group (ORFG) launched a public effort to improve research output tracking. We began by publishing an open letter to the community, outlining priority areas such as persistent identifiers (PIDs) and machine readable metadata, and recommended actions for funders, publishers, infrastructure providers, and other key actors. We then opened up a survey to receive community feedback, and reported publicly on the results in September of 2022.

Provided by Caitlin Carter

HELIOS + PID Community Partnership authored by Zach ChandlerZach Chandler - This document is a survey of the open science scholarly communications landscape originally drafted for the HELIOS Infrastructure working group. It lays out an argument for universities to partner with non-profit PID providers to advance open science aims.

1:15 pm - 1:30 pm: Debriefing & Paving the Way: A Moderator’s Perspective


Shared resource:

From the Office of Scholarly Communication: UC to End Funding Support for Open Access Publishing with IEEE in 2024; Reading Access Will Continue


10:00 am - 10:15 am: Welcome & Setting the Stage for Deeper Discussion


10:15 am - 11:15 am: Navigating the Open Science Landscape: Intersections of Open and Equity


Sue Kriegsman

Deputy Director, Center for Research on Equitable and Open Scholarship (CREOS) and Interim Co-Director of Human Resources
Massachusetts Institute of Technology (MIT) Libraries

Emmy Tsang

Director of Finance and Operations
Open Life Science

Shared Resources:

Provided by Tiffany Straza

UNESCO: Open science working groups - UNESCO convened 5 ad-hoc Working Groups focusing on key impact areas, bringing together experts and open science entities, organizations and institutions, according to their field of activity and expertise.

All are welcome to join any Working Group; join by registering for a meeting or by emailing

UNESCO Science Report 2021: Countries’ top five foreign collaborators by number of scientific publications, 2014–2016 and 2017–2019 - The text associated with a country name details the country’s total share of publications with foreign co-authors (with its top five partners and all others).

Provided by Emmy Tsang

Call for proposals: Open Infrastructure Fund - The fund aims to strengthen sustainability and resilience and increase the adoption of open infrastructure that underpins research and knowledge creation

Provided by Sue Kriegsman

MIT Libraries receives grant from National Science Foundation to explore open science evaluations with ICOR - MIT Libraries has received an Early-concept Grants for Exploratory Research (EAGER) grant of $300,000 from the National Science Foundation to explore a transformative model for evaluating open science policies, practices, and interventions. The project is a collaboration between the Libraries’ Center for Research on Equitable and Open Scholarship (CREOS), a hub for rigorous research to inform the development of a more equitable and open system of scholarly communications, and Incentivizing Collaborative and Open Research (ICOR).

Provided by Eunice Mercado-Lara

Worksheet for Values-based Academic Assessment (Contributors: Erin McKiernanCaitlin CarterMichael R Dougherty​​​​​​, and Greg Tananbaum) - We present a worksheet designed to help academic institutions and departments rethink and reform academic asssessments - including review, promotion, and tenure (RPT) processes - using a values-based approach. For each value, we outline some possible considerations, related academic activities or outputs, and potential behaviors or indicators that may embody those values and could be evaluated. This list is not exhaustive, and will depend on disciplinary considerations, but we share these examples as a starting point. This resource is a work in progress, and we will be updating the resource based on community feedback.

Provided by Kristen Ratan

From the Global Indigenous Data Alliance: CARE Principles for Indigenous Data Governance - The current movement toward open data and open science does not fully engage with Indigenous Peoples rights and interests. Existing principles within the open data movement (e.g. FAIR: findable, accessible, interoperable, reusable) primarily focus on characteristics of data that will facilitate increased data sharing among entities while ignoring power differentials and historical contexts. The emphasis on greater data sharing alone creates a tension for Indigenous Peoples who are also asserting greater control over the application and use of Indigenous data and Indigenous Knowledge for collective benefit.

11:15 am - 11:30 am: Q+A

11:30 am - 11:45 am: Break

11:45 am - 12:45 pm: Enhancing Open Science: Assessing Tools & Charting Progress


Moderator: Jason Griffey, Director of Strategic Initiatives, NISO.

Shared Resource:

Provide by Jason Griffey

Dr. David Weinberg, Opening Keynote (NISO Plus 2023): Unanticipated Metadata In The Age Of The Net & The Age Of AI

This presentation was provided by Sarah Lippincott of Dryad, during the two-day "NISO Tech Summit: Reflections Upon The Year of Open Science." Day two was held on October 26, 2023.

12:45 pm - 1:00 pm: Q+A

1:00 pm - 1:30 pm: Closing Reflections & Envisioning the Future

Additional Information

NISO assumes organizations register as a group. The model assumes that an unlimited number of staff will be watching the live broadcast in a single location, but also includes access to an archived recording of the event for those who may have timing conflicts. 

NISO understands that, during the current pandemic, staff at a number of organizations may be practicing safe social distancing or working remotely. To accommodate those workers, we are allowing registrants to share the sign-on instructions with all colleagues so that they may join the broadcast directly. 

Registrants receive sign-on instructions via email on the Friday prior to the virtual event. If you have not received your instructions by the day before an event, please contact NISO headquarters for assistance via email ( 

Registrants for an event may cancel participation and receive a refund (less $35.00) if the notice of cancellation is received at NISO HQ ( one full week prior to the event date. If received less than 7 days before, no refund will be provided. 

Links to the archived recording of the broadcast are distributed to registrants 24-48 hours following the close of the live event. Access to that recording is intended for internal use of fellow staff at the registrant’s organization or institution. Speaker presentations are posted to the NISO event page.

Broadcast Platform

NISO uses the Zoom platform for purposes of broadcasting our live events. Zoom provides apps for a variety of computing devices (tablets, laptops, etc.) To view the broadcast, you will need a device that supports the Zoom app. Attendees may also choose to listen just to audio on their phones. Sign-on credentials include the necessary dial-in numbers, if that is your preference. Once notified of their availability, recordings may be downloaded from the Zoom platform to your machine for local viewing.