# Key milestones in IOI’s history

Last updated: 2023-07-05
URL to this page: https://hackmd.io/@investinopen/timeline
URL for this site: https://hackmd.io/@investinopen/how-we-work

## 2018

**August**
-- [Joint Roadmap for Open Science Tools (JROST)](https://jrost.org/meetings) conference held (IOI begins as a coalition).

## 2019

**May**
-- investinopen.org website launched.

**June**
-- [Mapping the Scholarly Communication Landscape – 2019 Census](https://investinopen.org/blog/educopia-releases-mapping-the-scholarly-communication-landscape-2019-census-report-and-data-visualizations/) research report published by Educopia.

**October**
-- Code for Science and Society announces fiscal sponsorship of IOI.
-- Schmidt Futures awards $150,000 USD one-year grant.

**November**
-- Sloan Foundation awards $50,000 USD one-year grant.

## 2020

**March**
-- Kaitlin Thaney joins IOI as Executive Director.

**June**
-- IOI issues an open [call for participation](https://investinopen.org/blog/reopening-plans-and-the-future-of-open-scholarship-a-call-for-participation/) for their [Future of Open Scholarship project](https://investinopen.org/research/future-of-open-scholarship/).
-- Center for Research Libraries awards $5,000 USD one-year grant to support the Future of Open Scholarship work.
-- Stanford Libraries awards $5,000 USD one-year grant to support the Future of Open Scholarship work.
-- Scholarly Publishing and Academic Resources Coalition (SPARC) awards $20,000 USD one-year grant to support the Future of Open Scholarship work and grow IOI’s research capacity.
-- State University of New York (SUNY) at Buffalo awards $20,000 USD one-year grant to support the Future of Open Scholarship work and grow IOI’s research capacity.
-- North Carolina State University awards $10,000 USD one-year grant to support the Future of Open Scholarship work.

**July**
-- Chan Zuckerberg Initiative (CZI) awards $50,000 USD one-year grant to support the second JROST conference.
-- Indiana University-Bloomington awards $10,000 USD one-year grant to support the Future of Open Scholarship work.
-- Iowa State University awards $5,000 USD one-year grant to support the Future of Open Scholarship work.

**August**
-- [Educopia](https://educopia.org/) awards $20,000 seven-month subgrant to IOI to administer an assessment pilot and the [Next Generation Library Publishing project](https://educopia.org/next-generation-library-publishing/).

**September**
-- SPARC Europe and IOI publish [Ten Key Interviews](https://investinopen.org/research-resources/sustainability-interviews/).

**October**
-- CZI awards $80,000 USD one-year grant to provide operational support and grow IOI’s research capacity.
-- Wellcome Trust awards $40,000 USD one-year grant to support the Future of Open Scholarship work and analysis of the open monograph ecosystem.
-- Libraries of the Big Ten Academic Alliance award $20,000 USD one-year grant to provide operational support and grow IOI’s research capacity.
-- [Scoping the Open Science Infrastructure Landscape in Europe](https://investinopen.org/research-resources/scoping-the-open-science-infrastructure-landscape-in-europe/) research report published by SPARC Europe in collaboration with IOI.

**November**
-- Schmidt Futures grants IOI an additional $150,000 USD (matching gift of their initial 2019 grant).

**December**
-- [Joint Roadmap for Open Science Tools (JROST)](https://investinopen.org/jrost2020-agenda/) event takes place online. Videos of the over 50 sessions can be accessed [here](https://investinopen.org/blog/jrost-videos-are-now-online/). 
-- IOI administers its first funding pilot via a [Rapid Response Fund](https://investinopen.org/blog/jrost-rapid-response-fund/), supported by Hypothesis, Crossref, CZI and ITHAKA. In total, [$50,000 USD was awarded to 8 projects](https://investinopen.org/blog/jrost-rapid-response-fund-awardees/).

## 2021

**January**
-- Sloan Foundation awards $36,850 USD one-year grant for a Research Fellowship pilot program.

**February**
-- [Mellon Foundation awards $135,125 USD](https://investinopen.org/blog/mellon-grant-hidden-costs-open-infrastructure/) 15-month grant to investigate hidden costs of open infrastructure.

**April**
-- Stanford Libraries renews its support with a $5,000 USD commitment.

**May**
-- IOI administers a community consultation to gather feedback and comment on their [draft three-year strategic plan](https://investinopen.org/blog/the-work-ahead-iois-strategic-plan/).
-- [IOI issues action statement following announcement of ProQuest acquisition by Clarivate Analytics for $5.3B USD](https://investinopen.org/blog/take-action-to-stop-the-lock-up-of-research-and-learning/)
-- Public event ["Building Technical Resilience in Open Infrastructure"](https://investinopen.org/blog/building-technical-resilience-video-now-live/) held online.

**June**
-- Public event ["Maintenance & Labor of Open Infrastructure"](https://investinopen.org/blog/maintenance-and-labor-of-open-infrastructure-recap-recording-and-reading-list/) held online.
-- [Arcadia awards $3,470,000 USD three-year grant to IOI](https://investinopen.org/blog/ioi-arcadia-funding/) to increase investment in open infrastructure for research.
-- EBSCO makes a $35,000 USD contribution to IOI.
-- Public event ["Ensuring Accountability & Oversight in Open Infrastructure"](https://investinopen.org/blog/accountability-in-open-infrastructure-recap-recording-and-how-to-join-us/) held online.
-- [Strategic Plan for 2021-2024](https://investinopen.org/about/strategic-plan-2021-2024/) unanimously approved by the IOI Steering Committee; launched to the public.

**July**
-- Asura Enkhbayar and Richard Dunks hired as Research Data Analysts.

**August**
-- Public [Community session on IOI's governance plans and launch of the Community Oversight Council](https://investinopen.org/blog/governance-community-oversight/) held online.
-- [Designing a Preparedness Model for the Future of Open Scholarship](https://zenodo.org/record/5218968#.YfHBYPXMI-Q) research report published.

**September**
-- [Costs of Open Infrastructure](https://investinopen.org/blog/mapping-the-costs-of-open-infrastructure/) research investigation begins.
-- Teri Wanderi and Anne Britton hired as [inaugural Research Fellows](https://investinopen.org/blog/introducing-iois-research-fellows/), funded by the Sloan Foundation.
-- [Community Oversight Council](https://investinopen.org/about/who-we-are/) formed.

**September-October**
-- [Interviews](https://investinopen.org/blog/the-costs-of-open-infrastructure-conversations-with-providers-funders-and-institutions/), focus groups held as part of [Costs of Open Infrastructure research](https://investinopen.org/research/costs-of-open-infrastructure/).

**November**
-- Costs of Open Infrastructure research [subjects](https://investinopen.org/blog/costs-characteristics-oi-providers/) announced.
-- Survey of funding data [sources](https://investinopen.org/blog/funding-open-infrastructure-a-survey-of-available-data-sources/) for Costs of Open Infrastructure project published.

**December**
-- [IOI Community Oversight Council issue statement](https://investinopen.org/blog/the-conquest-of-proquest-and-knowledge-unlatched-how-recent-mergers-are-bad-for-research-and-the-public/) in reaction to Clarivate/ProQuest acquisition and Knowledge Unlatched acquisition by Wiley.

## 2022

**January**
-- Richard Dunks promoted to Director of Research and Strategy.
-- Anne Britton hired as Project Coordinator.
-- [Catalog of Open Infrastructure Services (COIs)](https://investinopen.org/research/catalog/) launched.
-- Public "[Catalog of Open Infrastructure Services (COIs) Informational Sessions](https://investinopen.org/blog/cois-info-sessions-recap)" held online.

**February**
-- Emmy Tsang hired as Engagement Lead.
-- Biweekly blogpost series "What We Are Working On" begins publication.

**February-March**
-- [Strategy retreat](https://investinopen.org/blog/strategy-retreat-recap-key-learnings-and-resources/) held.

**March**
-- Saman Goudarzi begins work as research affiliate.
-- Research Organisation Registry (ROR) unique identifier assigned for IOI: [0588n4k65](https://ror.org/0588n4k65).

**April**
-- First quarterly Collaborator Call held.
-- "Defining Open Scholarly Infrastructure: Preliminary Investigation" literature review published.

**May**
-- Samuel Moore and Ravin Cline begin work as research affiliates.
-- Community Discussion held with Afua Bruce and Amy Sample Ward.
-- Public "[Catalog of Open Infrastructure Services (COIs) survey Q+A sessions](https://investinopen.org/blog/next-steps-for-the-catalog-of-open-infrastructure-services-cois/)" held online.

**June**
-- Internal team strategy retreat held.
-- Public "Response Workshop for the UNESCO global call for best practices in open science" held.
-- Tania Hernandez begins work as Research Data Analyst.
-- Second quarterly Collaborator Call held.

**July**
-- Carmela Key-Mays joins staff as [Administrative Assistant](https://hackmd.io/@investinopen/job-descriptions#Administrative-Assistant); Matt Canute begins work as data engineer; and Naomi Penfold, Taimour Azizuddin, and Samala begin work as research affiliates.
-- IOI participates in first session of the UNESCO Working Group on Open Science Infrastructures.
-- First upload to IOI's [Zotero community collection](https://zenodo.org/communities/investinopen).

**August**
-- Community discussion held on financial health.

**September**
-- Kaitlin and Emmy attend Chan Zuckerberg Initiative Annual Open Science Meeting.
-- Staff meet in New York for in-person team retreat.

**October**
-- Naomi Penfold joins staff as Research Data Analyst; Tim Elfenbein begins work as research affiliate; Jerry Sellanga joins staff as Communications Associate.
-- First [dataset published](https://doi.org/10.5281/zenodo.7259472).
-- Emmy presents on open infrastructure definitions at a virtual [event](https://investinopen.org/community/why-and-how-to-invest-in-open-research-infrastructure-vivo-talks/) hosted by the Berlin University Alliance.

**October-November**
-- Week-long virtual [Funders Summit](https://investinopen.org/ioi-funders-summit-2022/) held.

**November**
-- [Fund launched](https://investinopen.org/blog/ioi-launches-fund-to-deepen-investment-in-open-infrastructure/) to further investment in open infrastructure globally.
-- Mastodon feeds launched for both [IOI](https://indieweb.social/@investinopen) and [OITP](https://indieweb.social/@oitp_ioi).
-- [Business Development & Partnerships Lead](https://hackmd.io/@investinopen/job-descriptions#Business-Development--Partnerships-Lead) position recruitment begins.

**December**
-- Naomi presents at the '[Recognizing Preprint Peer Review](https://investinopen.org/blog/next-steps-for-preprint-review-infrastructure/)' event in Virginia, US.
-- [Research Lead](https://hackmd.io/@investinopen/job-descriptions#Research-Lead) position recruitment begins.

## 2023

**January**
-- Quarterly Collaborator Call held.

**February**
-- Emmy participates in the [EU Open Source Policy Summit 2023](https://investinopen.org/eu-open-source-policy-summit-2023/) in Brussels, Belgium.
-- Kaitlin participates in the [3rd Open Science Conference](https://www.un.org/en/library/OS23) at the United Nations Headquarters in New York, US.
-- [Regional research](https://investinopen.org/research/regional-research/) project begins.

**March**
-- [IOI Dataverse hub](https://dataverse.harvard.edu/dataverse/IOI) launched.
-- Logo and branding redesigned.
-- With the West and Central African Research and Education Network (WACREN), IOI co-hosts '[Charting common pathways for collective action in advancing open infrastructure in Africa](https://investinopen.org/community/wacren-ioi-workshop/)' workshop in Accra, Ghana.
-- Mellon Foundation awards $1 million USD to IOI for COIs productization and revenue reinvestment testing.

**April**
-- Katherine Skinner joins staff as [Research Lead](https://hackmd.io/@investinopen/job-descriptions#Research-Lead); Jennifer Kemp and Sarah Lippincott begin work as research affiliates.
-- Quarterly Collaborator Call held.

**May**
-- Sarah Lang joins staff as [Business Development + Partnerships Lead](https://hackmd.io/@investinopen/job-descriptions#Business-Development--Partnerships-Lead); Madelyn Waterbury begins as [Administrative Assistant](https://hackmd.io/@investinopen/job-descriptions#Administrative-Assistant); Jerry Sellanga becomes Engagement Coordinator, Networks.
-- [Open Infrastructure Fund pilot](https://investinopen.org/blog/open-infrastructure-fund-pilot-cfp/) ($5-25k USD) announced.
-- Kaitlin attends COAR annual meeting in Costa Rica.

**June**
-- IOI facilitates workshop on public-private partnerships in Cape Town,South Africa adjacent to the Open Repositories 2023 conference.
-- Bilingual [office hours](https://investinopen.org/community/oi-fund-office-hours/) for the Open Infrastructure Fund begin.
-- IOI Leadership team attends in-person, internal, strategic retreat in New York.

**July**
-- [Forthcoming]: Research Data Analyst joins staff.

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## See also

- IOI's bi-weekly [Friday update](https://investinopen.org/tag/friday-updates/) (“What We Are Working On”) blogpost series
- [IOI publications catalog](https://hackmd.io/@investinopen/publications)
- [IOI in the news](https://investinopen.org/about/in-the-news/)
- Archived copy of this page (via the Internet Archive's Wayback Machine): https://web.archive.org/web/*/https://hackmd.io/@investinopen/timeline

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This page first published: 2022-02-07

###### tags: `about-us`
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