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[[File:Open science pillars.png|thumb|upright=1.35|Open Science infrastructure is one of the four pillars of Open Science in the UNESCO Recommendation on Open Science (2021)]]
'''Open Science Infrastructure''' (or ''open scholarly infrastructure'') is an [[information infrastructure]] that supports the open sharing of scientific productions such as publications, datasets, metadata or code. In November 2021 the [[Unesco]] recommendation on Open Science describe it as "shared research infrastructures that are needed to support [[open science]] and serve the needs of different communities".<ref
Open science infrastructures are a form of scientific infrastructure (also called ''[[cyberinfrastructure]]'', ''[[e-Science]]'' or ''e-infrastructure'') that support the production of open knowledge. Beyond the management of common resources, they are frequently structured as community-led initiatives with a set collective norms and governance regulations, which makes them also a form of [[knowledge commons]]. The definition of open science infrastructures usually exclude privately-owned scientific infrastructures run by leading commercial publishers. Conversely it may include actors not always characterized as scientific infrastructures that play a critical role in the ecosystem of open science, such as publishing platforms in open access (''open scholarly communication service'').
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''Open science infrastructure'' is a form of knowledge infrastructure that makes it possible to create, publish and maintain open scientific outputs such as pûblication, data or softwares.
The [[Unesco]] recommendation of Open Science approved in November 2021 define open science infrastructures as "shared research infrastructures that are needed to support open science and serve the needs of different communities".<ref
===Infrastructure===
The use of the term "infrastructure" is an explicit reference to the physical infrastructures and networks such as power grids, road networks or telecommunications that made it possible to run complex economic and social system after the industrial revolution: "The term infrastructure has been used since the 1920s to refer collectively to the roads, power grids, telephone systems, bridges, rail lines, and similar public works that are required for an industrial economy to function (…) If infrastructure is required for an industrial economy, then we could say that cyberinfrastructure is required for a knowledge economy".<ref>{{harvnb|Atkins|2003|p=5}}</ref> The concept of infrastructure was notably extended in 1996 to forms of computer-mediated knowledge production by [[Susan Leigh Star]] and [[Karen Ruhleder]], through an empirical observation of an early form of open science infrastructure, the Worm Community System.<ref>{{harvnb|Star
Open science infrastructure have specific properties that contrast them with other forms of open science projects or initiatives:
*Open science infrastructures are not simply a technical product but embed a set of tools, institutions and social norms<ref name="fecher_500">{{harvnb|Fecher et al.|2021|p=500}}</ref><ref>{{harvnb|Edwards et al.|2006|p=6}}</ref> Consequently, infrastructures are not always visible as they can be largely hidden under the routine of normal activities<ref>{{harvnb|Moore|2019|p=121}}: "infrastructures are not easily divisible, recognisable or compartmentalised"</ref><ref>{{harvnb|Okune et al.|2018|p=3}}</ref> The resilience and tacitness of the infrastructures makes it especially difficult to identify the real contributions and "labour cost" of open science work, as it remains "invisible in the university system".<ref>{{harvnb|Moore|2019|p=143}}</ref> This make it also difficult to allocate funding effectively as critical infrastructure may remain undetected by funding bodies.<ref>{{harvnb|Neylon|
*Open science infrastructures are durable and resilient. They are expected to run on a long term basis and multiple research programs relies on.<ref>{{harvnb|Atkins|2003|p=5}}</ref><ref name="fecher_500"/> To some extent, infrastructure are successful when they are forgotten and become an integral part of routine research activities: "Infrastructure at its best is invisible. We tend to only notice it when it fails."<ref name="principles_2015">{{harvnb|Neylon et al.|2015}}</ref>
*Open science infrastructures can be shared and used by different actors and communities. It must be sufficiently consistent to remain coordinated and yet it have to welcome a diverse array of local uses: "an infrastructure occurs when the tension between local and global is resolved".<ref>{{harvnb|Star
===Openness and the commons===
Open science infrastructures are open, which differentiate them with other scientific and knowledge infrastructure and, more specifically, with subscription-based commercial infrastructures. Openness is both a core value and a directing principle that affect the aims, the governance and the management of the infrastructure. Open science infrastructure face similar issues met by other open institutions such as [[open data]] repositories or large scale collaborative project such as Wikipedia: "When we study contemporary knowledge infrastructures we find values of openness often embedded there, but translating the values of openness into the design of infrastructures and the practices of infrastructuring is a complex and contingent process".<ref>{{harvnb|Karasti et al. IV|2016|p=5}}</ref>
The conceptual definition of open science infrastructures has been largely influenced by the analysis of [[Elinor Ostrom]] on the [[commons]] and more specifically on the [[knowledge commons]]. In accordance with Ostrom, [[Cameron Neylon]] understates that open infrastructures are not only characterized by the management of a pool of common resources but also by the elaboration of common governance and norms.<ref>{{harvnb|Neylon|
Open science infrastructures are not only a more specific subset of scientific infrastructures and cyberinfrastructures but may also include actors that would not fall into this definition. "Open access publication platforms" such as [[Scielo]], [[OpenEdition.org|OpenEdition]] or the [[Open Library of Humanities]] are considered an integral part of open science infrastructures in the UNESCO definition<ref
Open science infrastructures may also incorporate additional values and ethical principles. Samuel Moore has theorized a form of ''care-full scholarly commons'' that does not exist yet but would incorporate latent forms of open science infrastructure and communities: "In addition to sharing resources with other projects, commoning also requires commoners to adopt an outwardly-focused, generous attitude to other commons projects, redirecting their labour away from proprietary."<ref>{{harvnb|Moore|2019|p=183}}</ref> In 2018, Okune et al. introduced a similar concept of "inclusive knowledge infrastructures" that "deliberately allow for multiple forms of participation amongst a diverse set of actors (…) and seek to redress power relations within a given context."<ref>{{harvnb|Okune et al.|2018|p=3}}</ref>
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Influent members of the [[National Science Foundation]] like [[Joshua Ledeberg]] advocated for the creation of a "centralized information system", [[SCITEL]] that would at first coexist with printed journals and gradually replace them altogether on account of its efficiency.<ref>{{harvnb|Wouters|1999|p=60}}</ref> In the plan laid out by Ledeberg to Eugen Garfield in November 1961, the deposit would index as much as 1,000,000 scientific articles per year. Beyond full-text searching, the infrastructure would also ensure the indexation of citation and other metadata, as well as the automated translation of foreign language articles.<ref>{{harvnb|Wouters|1999|p=64}}</ref>
Although it anticipates key features of online scientific platforms, the SCITEL plan was technically irrealistic at the time. The first working prototype on an online retrieval system developed in 1963 by Doug Engelhart and Charles Bourne at the Stanford Research Institute was heavily constrained by memory issues: no more than 10,000 words of a few documents could be indexed.<ref>{{harvnb|Bourne
[[File:Principle medlars.png|thumb|The indexation process of citations in MEDLARS, an early scientific infrastructure for publications in medicine]]
Instead of a general purpose publishing platform, the early scientific computing infrastructures focused on specific research areas, such as [[MEDLINE]] for medicine, NASA/RECON for space engineering or OCLC Worldcat for library search: "most of the earliest online retrieval system provided access to a bibliographic database and the rest used a file containing another sort of information—encyclopedia articles, inventory data, or chemical compounds."<ref>{{harvnb|Bourne
{{Quotation|The designers of the first online systems had presumed that searching would be done by end users; that assumption undergirded system design. MEDLINE was intended to be used by medical researchers and clinicians, NASA/RECON was designed for aerospace engineers and scientists. For many reasons, however, most users through the seventies were librarians and trained intermediaries working on behalf of end users. In fact, some professional searchers worried that even allowing eager end users to get at the terminals was a bad idea.<ref>{{harvnb|Bourne
The development of digital infrastructure for scientific publication was largely undertaken by private companies. In 1963, Eugene Garfield created the [[Institute for Scientific Information]] that aimed to transform the projects initially envisioned with Lederberg into a profitable business. The [[Science Citation Index]] relied on a computational processing of citation data. It had a massive and lasting influence on the structuration of global scientific publication in the last decades of the 20th century, as its most important metrics, the Journal Impact Factor, "ultimately came to provide the metric tool needed to structure a competitive market among journal.<ref>{{harvnb|Future of scholarly publishing|2019|p=15}}</ref> Garfield also successfully launched ''Current Contents'', a periodic compilation of scientific abstracts that acted as a simplified commercial version of the central deposit envisioned within SCITEL. Rather than being replaced by a centralized information system, leading scientific publishers have been able to develop their own information infrastructure that ultimately reinforced their business position. By the end of the 1960s, the dutch publisher [[Elsevier]] and the german publisher [[Springer Publishing|Springer]] have started to computarize their internal data, as well as the management of the journal reviews.<ref>{{harvnb|Andriesse|2008|p=189}}</ref>
Until the advent of the web, the landscape of scientific infrastructures remained fragmented.<ref>{{harvnb|Campbell-Kelly
=== The Web Revolution (1990–1995) ===
The [[World Wide Web]] was originally framed as an open scientific infrastructure. The project was inspired by [[ENQUIRE]], an information management software commissioned to [[Tim Berners-Lee]] by the [[CERN]] for the specific needs of high energy physics. The structure of ENQUIRE was closer to an internal web of data: it connected "nodes" that "could refer to a person, a software module, etc. and that could be interlined with various relations such as made, include, describes and so forth".<ref>{{harvnb|Hogan|2014|p=20}}</ref> While it "facilitated some random linkage between information" Enquire was not able to "facilitate the collaboration that was desired for in the international high-energy physics research community".<ref>{{harvnb|Bygrave
Sharing of data and data documentation was a major focus in the initial communication of the World Wide Web when the project was first unveiled in August 1991 : "The WWW project was started to allow high energy physicists to share data, news, and documentation. We are very interested in spreading the web to other areas, and having gateway servers for other data".<ref>Tim Berners-Lee, “[https://www.w3.org/People/Berners-Lee/1991/08/art-6484.txt Qualifiers on Hypertext Links]”, mail sent on August, 6 1991 to the alt.hypertext</ref>
The web rapidly superseded pre-existing online infrastructure, even when they included more advanced computing features. From 1991 to 1994, users of the [[Worm Community System]], a major biology database on worms, switched to the Web and Gopher. While the Web did not include many advanced functions for data retrieval and collaboration, it was easily accessible. Conversely, the ''Worm Community System'' could only be browsed on specific terminals shared across scientific institutions: "To take on board the custom-designed, powerful WCS (with its convenient interface) is to suffer inconvenience at the intersection of work habits, computer use, and lab resources (…) The World-Wide Web, on the other hand, can be accessed from a broad variety of terminals and connections, and Internet computer support is readily available at most academic institutions and through relatively inexpensive commercial services.<ref>{{harvnb|Star
The Web and similar protocols developed at the time have had a similar impact on scientific publications. Early forms of open access publishing were not developed by large scale institutional infrastructures but through small initiatives. Universal access, regardless of the operating system, made it possible to maintain and share community-driven electronic journals year before online commercial scientific publishings became viable:
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[[File:Providers of digital tools for the scientific workflow.png|thumb|Leading commercial ecosystems for scientific research]]
Leading commercial publishers were initially distanced by the unexpected rise of the Web for academic publication: the executive board of [[Elsevier]] "had failed to grasp the significance of electronic publishing altogether, and therefore the deadly danger that it posed—the danger, namely, that scientists would be able to manage without the journal".<ref>{{harvnb|Andriesse|2008|p=257-258}}</ref> The persistence of high revenues from subscription and the consolidation of the sector made it possible to fund the conversion of the pre-existing online services to the web as well as the digitization of past collections. By the 2010s, leading publishers have been "moving from a content-provision to a data analytics business"<ref name="andressi_5">{{harvnb|Aspesi et al.|2019|p=5}}</ref> and developed or acquired new key infrastructures for the management scientific and pedagogic activities: "Elsevier has acquired and launched products that extend its influence and its ownership of the infrastructure to all stages of the academic knowledge production process".<ref>{{harvnb|Posada
{{quote|The privatised control of scholarly infrastructures is especially noticeable in the context of ‘vertical integration’ that publishers such as Elsevier and SpringerNature are seeking by controlling all aspects of the research life cycle, from submission to publication and beyond. For example, this vertical integration is represented in a number of Elsevier’s business acquisitions, such as Mendeley (a reference manager), SSRN (a pre-print repository) and Bepress (a provider of repository and publishing software for universities).<ref>{{harvnb|Moore|2019|p=156}}</ref>}}
=== Toward open science infrastructures (2015-…) ===
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In contrast with the consolidation of privately-owned infrastructure, the open science movement "has tended to overlook the importance of social structures and systemic constraints in the design of new forms of knowledge infrastructures."<ref>{{harvnb|Okune et al.|2018|p=13}}</ref>. It remained mostly focused to the content of scientific research, with little integration of technical tools and few large community initiatives. "common pool of resources is not governed or managed by the current scholarly commons initiative. There is no dedicated hard infrastructure and though there may be a nascent community, there is no formal membership."<ref>{{harvnb|Bosman et al.|2018|p=19}}</ref>
More precise concepts were needed to embed ethical principles of openness, community-service and autonomous governance in the building of infrastructure and ensure the transformation of small localized scholarly networks into large, "community-wide" structures.<ref>{{harvnb|Neylon|
{{Quote|Over the past decade, we have made real progress to further ensure the availability of data that supports research claims. This work is far from complete. We believe that data about the research process itself deserves exactly the same level of respect and care. The scholarly community does not own or control most of this information. For example, we could have built or taken on the infrastructure to collect bibliographic data and citations but that task was left to private enterprise.<ref name="principles_2015"/>}}
Since 2015 these principles have become the most influential definition of Open Science Infrastructures and been endorsed by leading infrastructures such as Crossref,<ref>[https://www.crossref.org/blog/crossrefs-board-votes-to-adopt-the-principles-of-open-scholarly-infrastructure/ Crossref’s Board votes to adopt the Principles of Open Scholarly Infrastructure]</ref> OpenCitations<ref>[https://opencitations.wordpress.com/2021/08/09/opencitations-compliance-with-the-principles-of-open-scholarly-infrastructure/ OpenCitations’ compliance with the Principles of Open Scholarly Infrastructure]</ref> or Data Dryad<ref>[https://blog.datadryad.org/2020/12/08/dryads-commitment-to-the-principles-of-open-scholarly-infrastructure/ Dryad’s Commitment to the Principles of Open Scholarly Infrastructure]</ref> and has become a commmon basis for the institutional evaluation of existing open infrastructures.<ref name="ficarra_21">{{harvnb|Ficarra et al.|2020|p=21}}</ref> The main focus of the ''Principles'' is to build "trustworthy institutions" with significant committments in terms of governance, financial sustainability and technical efficiency sot that it can be durably relied on by scientific communities.<ref>{{harvnb|Neylon|
By 2021, public services and infrastructures for research have largely endorsed open science as an integral part of their activity and identity: "open science is the dominant discourse to which new online services for research refer."<ref>{{harvnb|Fecher et al.|2021|p=505}}</ref> According to the 2021 Roadmap of the {{ill|European Strategy Forum on Research Infrastructures|WD=Q2623454}} (ESFRI), major legacy infrastructures in Europe have embraced open science principles. "Most of the Research Infrastructures on the ESFRI Roadmap are at the forefront of Open Science movement and make important contributions to the digital transformation by transforming the whole research process according to the Open Science paradigm."<ref name="ESFRI_159">{{harvnb|ESFRI Roadmap|2021|p=159}}</ref> Examples of extensive data sharing programs include the [[European Social Survey]] (in social science), [[ECRIN ERIC]] (for clinical data) or the [[Cherenkov Telescope Array]] (in Astronomy).<ref name="ESFRI_159"/>
In agreement with the original intent of the ''Principles'', open science infrastructure are "seen as an antidote to the increased market concentration observed in the scholarly communication space."<ref>{{harvnb|Kraker|2021|p=2}}</ref>. In November 2021, the UNESCO Recommendation for Open Science acknowledged open science infrastructure as one of the four pillar of open science, along with open science knowledge, open engagement of societal actors and open dialog with other knowledge system and called for sustained investment and funding: "open science infrastructures are often the result of community-building efforts, which are crucial for their longterm sustainability and therefore should be not-for-profit and guarantee permanent and unrestricted access to all public to the largest extent possible."<ref
The development of open scientific infrastructure has become a debated topic regarding the future of online scientific research. In January 2021, a collective of researchers called for a ''Plan I'' or ''Plan Infrastructure'' in reaction to perceived shortcomings of the international initiative for open science of the cOAlition S, the ''Plan S''.<ref>{{harvnb|Brembs et al.|2021}}</ref> In contrast with the focus of Plan S on scientific publication, Plan I aims to integrate all research outputs on large interoperable infrastructures: "research and scholarship are crucially dependent on an information infrastructure that treats all scholarly output, text, data and code, equally and that is based on open standards and open markets."<ref>{{harvnb|Brembs et al.|2021|p=4}}</ref>
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Many Open Science Infrastructure run "at a relatively low cost" as small infrastructures are an important part of the open science ecosystem.<ref name="ficarra_35">{{harvnb|Ficarra et al.|2020|p=35}}</ref> In 2020, 21 out of 53 surveyed European infrastructures "report spending less than €50,000".<ref name="ficarra_35"/> Consequently, more than 75% of surveyed European infrastructures are run by small teams of 5 FTEs or less.<ref>{{harvnb|Ficarra et al.|2020|p=41}}</ref> The size of the infrastructure and the extent of its funding is far from always proportional to the critical service it offers: "some of the most heavily used services make ends meet with a tiny core team of two to five people."<ref>{{harvnb|Kraker|2021|p=3}}</ref> Volunteer contributions are significant as well with is both "a strength and weakness to an OSI’s sustainability".<ref name="ficarra_35"/> The landscape of open science infrastructures is therefore rather close to the ideals of a "decentralised network of small projects" envisioned by theoricians of the scholarly commons.<ref>{{harvnb|Moore|2019|p=176}}</ref> A very large majority of open science infrastructure are non-commercial<ref name="ficarra_48"/> and collaborations or financial support from the private sector remain very limited.<ref name="ficarra_45"/>
Overall, European infrastructures were financially sustainable in 2020<ref>{{harvnb|Ficarra et al.|2020|p=51}}</ref> which contrasts with the situation ten years prior: in 2010, European infrastructures had much less visibility: they usually lacked "a long-term perspective" and struggled "with securing the funding for more than 5 years".<ref>{{harvnb|Role of e-Infrastructure|2010|p=103}}</ref> In 2020, European infrastructures frequently relies on grants from National funds and from the European Commission.<ref name="ficarra_45">{{harvnb|Ficarra et al.|2020|p=45}}</ref> Without theses grants, most of theses actors would "could only remain viable for less than a year".<ref name="ficarra_48">{{harvnb|Ficarra et al.|2020|p=48}}</ref> Yet, one quarter of surveyed European infrastructures was not supported by any grants and subventions and used either alternative means of incomes or voluntary contributions.<ref name="ficarra_35"/> As they can be "difficult to define adequately", open science infrastructures can be overlooked by funding bodies, which "contributes to the challenge of securing funding".<ref>{{harvnb|Neylon|
== References ==
{{reflist|25em
<ref name=UNESCO>UNESCO Recommendation on Open Science, 2021, CL/4363</ref>
}}
== Bibliography ==
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=== Report ===
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=== Conference ===
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