May 20, 2022

Report From Knowledge Exchange Pre-Conference Workshop on Open Scholarship Framework Published

From Knowledge Exchange:

As part of Knowledge Exchange‘s (KE) work on Open Scholarship, we developed the Open Scholarship Framework, to map the considerations for Open Scholarship across a variety of scales, phases and arenas. Having developed the concept with several expert groups and projects, we held a pre-conference workshop, as part of the FORCE2019 conference held in Edinburgh, October 2019, to engage a wider group of experts to test and further refine the Framework.

About the Framework and Report

The first dimension [of the framework] addresses the level of granularity (Macro, Meso, Micro) of actors; the second dimension is the phase of the research (Discovery, Planning, Project Phase, Dissemination); and the third dimension is the arena (Political, Economic, Social, Technological).


The main purpose of the workshop was to test and gain community feedback on the Open Scholarship Framework, using it while addressing issues such as research evaluation, FAIR and Plan S. The report provides some recommendations for next steps towards further utilisation of the Framework, potential use cases, and other follow-up actions.

The workshop showed that:

  • The KE OS Framework is a useful paradigm for working through issues of Open Scholarship. This is especially the case when seeking explanations for seemingly contradictory situations
  • Using the Framework does not necessarily deliver solutions directly. However, it can enable new insights and understandings that may not otherwise have been discovered. This has a bearing on the information and other materials that should be developed alongside the framework, advising on its uses and limitation
  • The meso-level appears to contain actors ranging from large-scale commercial publishers such as Elsevier, to a three-person laboratory in a small university. The meso-level may be subject to any number of (potentially conflicting) incentives, barriers, and social and technological factors
  • The ‘arena’ dimension would benefit from being made more granular (to include legal issues, power differentials, and time considerations)

Direct to Summary/Photos From Pre-Conference

Direct to Full Text Report
24 pages; PDF.

About Gary Price

Gary Price ( is a librarian, writer, consultant, and frequent conference speaker based in the Washington D.C. metro area. Before launching INFOdocket, Price and Shirl Kennedy were the founders and senior editors at ResourceShelf and DocuTicker for 10 years. From 2006-2009 he was Director of Online Information Services at, and is currently a contributing editor at Search Engine Land.