Our Shared Open Future: Building from Tradition
April 3-5, 2019
European University Institute
Villa Schifanoia - Via Boccaccio, 121
50133 - Florence, Italy
Founding Sponsors: Against the Grain Casalini Libri The Charleston Company
An informal meeting of leading library and information industry participants devoted to thinking through and debating the new world order in collection development.
Local Host 2019
Join us for the 21st in this series of important discussions about the future of libraries, publishing, collections, and scholarship.
The Fiesole Retreat Series offers a unique opportunity to interact with a select group of your colleagues in a relaxed and thoughtful setting.

Our 2019 Fiesole Retreat returns to its home in Fiesole (Florence), Italy and the beautiful campus of the European University Institute. This year, our Pre-Retreat Session will focus on exciting new technologies and their applications. Our Full-Day Session will be devoted to a multi-dimensional discussion of Open Strategies, including the important movements of Open Science, Plan S, and Open Scholarship. We will examine and discuss the impacts of these strategies from the perspectives of all stakeholders, and end with a debate and discussion concerning our shared future. Our Final Half-Day Session will examine the Academic Monograph and its place in the emerging environment.

Our goal is to create an environment of open and honest conversation that builds from our shared traditions and seeks always to harness what is best in the new world in service to researchers, scholars, learners and students. We welcome wide participation in our discussion.

Speeches & Presentations

Listed in order of program schedule


Registration is now open, please click here to apply.

Practical Information

• Where to stay in Fiesole & Florence  
• Transportation (mini bus) from meeting points in Florence and Fiesole to the conference venues will be provided.

Final Program

Wednesday, April 3

 Villa Schifanoia, Florence
At the Cutting Edge: AI, IIIF, Mirador, LD4P, Share-VDE & Discovery by Concepts
Seatbelts & up-to-date medical insurance advised. This session will examine new technologies and their applications in learning and research
  • Convener
    Michael Keller
    University Librarian, Director of Academic Information Resources, Founder of HighWire Press, Publisher of Stanford University Press, Stanford University
1:00 p.m. - 1:30 p.m.
Registration Open
1:30 p.m. - 3:00 p.m.
Panel One: AI
  • Roger Jøsevold
    Deputy Director, National Library of Norway
    AI in Libraries
  • Ruggero Gramatica
    Founder and CEO, Yewno
    Use of AI, Machine Learning, and Neural Networking
3:00 p.m. - 3:30 p.m.
3:30 p.m. - 5:00 p.m.
Panel Two: Image Interoperability Technologies
  • Phil Schreur
    Assistant University Librarian for Technical and Access Services, Stanford University
    LD4P: Development and Current State of Play
  • Tiziana Possemato
    CIO, Casalini Libri
  • Paola Manoni
    Head of the Coordination of IT Services, Vatican Apostolic Library
    IIIF and Mirador
 Villa La Torrossa, Fiesole

6:00 p.m. - 7:30 p.m.
Opening Reception at Villa La Torrossa
Sponsored by Casalini Libri
Dinner Open / On Your Own

Thursday, April 4

 Villa Schifanoia, Florence
8:45 a.m. - 9:00 a.m.
Registration Open
9:00 a.m. - 9:10 a.m.
Welcome and Introductions
9:10 a.m. - 11:10 a.m.
Session One
Examining Library Initiatives in Open Science
In this session the Open Science approach of the European Union will be explored through presentations concerning applied activities, developments, initiatives and policies of Open Science. The speakers are experts on these fields and very familiar with the Open Science movement in Europe. Open Science has and will continue to have a great impact on information infrastructures including libraries.
  • Convener
    Andreas Degkwitz
    Chief Librarian, Humboldt University, Berlin
  • Kristiina Hormia-Poutanen
    LIBER Adviser on Open Science/Member of the Open Science Policy Platform of the EU - National Library of Finland
    International Collaboration Boosting Open Science in Finland
    Finland aims to be a leading country in Open Science. The development of the basic building blocks was started already in 2010 in a national initiative. In 2018 the responsibility of national coordination of Open Science was given to the Federation of Learned Societies in accordance with the recommendations of the Open Science Policy Platform. Research is global and also the development of policies, infrastructures, sharing of best practices etc. must happen in international collaboration. Various platforms and organisations -Open Science Policy Platform, Liber, LERU, OA2020 initiative and licensing consortia to mention a few- support the transition towards Open Science.
  • Jean-Claude Burgelman
    European Commission - Brussels
    Jean-Claude Burgelman is Head of Unit Open Science at DG RTD. He joined the European Commission in 1999 as a Visiting Scientist in the Joint Research Centre (the Institute of Prospective Technological Studies - IPTS), where he became Head of the Information Society Unit in 2005. In January 2008, he moved to the Bureau of European Policy Advisers (attached to the president of the EC) as adviser for innovation policy. Since 1-10-2008, he joined DG RTD, as advisor and then Head of Unit in charge of top level advisory boards like the European Research and Innovation Area Board, the Innovation for Growth Group and the European Forum for Forward Looking Activities. Till 2000 he was full professor of communication technology policy at the Free University of Brussels, as well as director of the Centre for Studies on Media, Information and Telecommunication and was involved in science and technology assessment. He has been visiting professor at the University of Antwerp, the European College of Brughes and the University of South Africa and sits on several academic journals. He chaired the World Economic Forums Global Agenda Council on Innovation and was a member of its Science Advisory Committee.
    Open Access and Open Science initiatives of the EU
  • Beate Eellend
    National Library of Sweden
    National Assignment to Coordinate Open Access in Sweden
    Since 2006 The National Library of Sweden has worked with advancing open access to scholarly output. In 2017 the National Library received an appropriation directive from the Swedish Government to act as a national coordinating body in the work towards a transition to open access to scholarly publications. During 2017-2019 the NLS coordinates five studies on open access concerning:
    - The current merit and resource allocation system versus incentives for open access
    - Funding for a transition from a subscription-based to an open access publishing system
    - Open access to scholarly monographs
    - Financial and technical support to open access scholarly journals published in Sweden ? Monitoring of compliance with open access policies and mandates
  • Ines Drefs
    GO FAIR International Support & Coordination Office - Leibniz Information Centre for Economics
    The GO FAIR Initiative: An Open and Inclusive Eco-system for FAIR Pioneers
    In this presentation, the GO FAIR office at the Leibniz Information Centre for Economics shares its experience with supporting and coordinating individual researchers, projects or organisations who in one way or another work towards making unlinked research data findable, interoperable, accessible and reusable (FAIR). Under the umbrella of the GO FAIR initiative, they team up as so-called Implementation Networks and contribute to a bottom-up implementation of the European Open Science Cloud (EOSC) as part of a global Internet of FAIR Data & Services. The GO FAIR initiative is entirely open, inclusive and stakeholder-driven.
11:10 a.m. - 11:30 a.m.
11:30 p.m. - 12:00 noon
Another Perspective
Open Science, Open Scholarship and STM
  • Guest Speaker
    Michael Mabe
    CEO, International Association of STM Publishers
12:00 noon - 1:00 p.m.
1:00 p.m. - 2:30 p.m.
Session Two
Barriers to Researchers Adopting Open Practices
The purpose of this session is to highlight the importance of the attitudes of and problems for the research community, that is, the people who create knowledge - those stakeholders in scholarly communication whose views have recently proved of perhaps little interest to those who make policies. The entire panel are either present or past researchers, or who work in researcher-led organisations, or who have reflected on the research communities in a wider context including not just scientists but social scientists and scholars in the humanities.
  • Convener
    Anthony Watkinson
    Principal Consultant, CIBER Research
    What Harbingers Tell Us
  • Alison Mudditt
    Chief Executive Officer, PLOS
    Alison Mudditt joined PLOS as CEO in 2017, having previously served as Director of the University of California Press and Executive Vice President at SAGE Publications. Her 30 years in scholarly publishing also include leadership positions at Blackwell and Taylor & Francis. Alison writes for the Scholarly Kitchen and serves on the Boards of the Society for Scholarly Publishing, the Center for Open Science, Knowledge Unlatched and the Advisory Board for the Authors Alliance. In the past, Alison has also served on the Board of ALPSP, as Vice Chair of the Scientific Publications Committee and a member of the Open Science Committee for the American Heart Association and on the Executive Council of PSP.
    Deconstructing the Prestige Economy: And How We Can Catalyze Change
    At the core of the challenges facing the research enterprise is a system of perverse incentives rewarding novelty and publication in a small number of highly-selective journals and leading to a self-perpetuating state in which the research community feels shackled and is resistant to change.In addition to unpacking these problems, I will talk about four specific concepts that PLOS is embracing to begin shifting these dynamics. Through focus on each of these four areas, our goal is to create a suite of new publishing choices, leveraging PLOSs brand to incentivize and reward the practice of open science and to invest in the research communities of the future.
  • Dr Bernd Pulverer
    Chief Editor, The EMBO Journal
    Following undergraduate studies in Cambridge, Bernd received his PhD in 1992 from the Ludwig Institute for Cancer Research, London, for uncovering posttranslational regulation of the transcription factors c-Jun and c-Myc by the JNK and MAP kinases. He carried out postdoctoral research at the Ontario Cancer Institute, Toronto, the Fred Hutchinson Cancer Research Center, Seattle and at the University of Innsbruck. Bernd was associate and then senior editor at Nature from 1999 until 2002 and subsequently chief editor of Nature Cell Biology. He has been the chief editor of The EMBO Journal and Head of Scientific Publications at EMBO since 2009. Bernd serves on the advisory board of bioRxiv and the San Francisco Declaration of Research Assessment (DORA).
    Open Access - or Open Science?
    Recent Open Access (OA) initiatives have led to a welcome re-evaluation of OA publication models. Few would argue against barrier-free sharing of scientific information, but the implementation raises concerns in the scientific community. Currently, OA models are based on author fees, which risks replacing one access barrier (to readers) with another (to authors) and thus new financing mechanisms are welcome. Open Science (OS) platforms require investment in infrastructure, new research assessment paradigms and incentives. As currently framed, OA initiatives such as PlanS raise the question of whether the priority is to reduce publishing costs, or the overdue conversion to OS. OA should be a first step to a more efficient and open research process based on a multi-layered, transparent mode of scientific exchange at every level of research. I will illustrate the benefits and limitations of new OA models based on the journals published by EMBO and the feedback we have received from EMBO members.
  • Piero Attanasio
    Head of International Affairs, R&D and Academic Publishing, Associazione Italiana Editori (AIE)
    Piero Attanasio got a degree in economics at the University of Bologna. He works in book publishing since 1986. He is head of international affairs, R&D programmes and academic publishing at AIE, the Italian Publishers Association. He is also CEO of mEDRA (the IT spin-off of AIE); and member of the Board of the Federation of European Publishers, the Membership committee of the International Publishers Association (IPA), the Executive Committee of the ISBN International Agency, the Board of Fondazione LIA and the advisory board of the P&R Foundation. He is lecturer in the postgraduate course on publishing of the University of Milan.
    How Open Access May Serve a Wider Audience
    The production of journals in humanities and social sciences is less investigated than the STM ones. In Italy 3,200+ journals in these disciplines are published by 1,800+ publishers. They are rooted in a tradition where journals (and books) have been conceived as the instrument to open up the scholars thought to the society, and not just for the communication within the scholarly communities. From a publishing perspective, focusing on open science means first identifying the audience, looking for broader communities of readers, and then the best means to facilitate the bi-directional interaction between readers and authors. In this context, the role of publishers is not limited in serving scholarly communities of peers. It should be more active, and sometimes provocative. To better promote open science, Open works, in the meaning set by Umberto Eco (1962), are more important than open access.
2:30 p.m. - 3:00 p.m.
3:00 p.m. - 4:30 p.m.
Session Three
Publisher Strategies in the Open Era
The purpose of this session is to air publisher perspectives on the various accelerating push movements towards open access. While most recently "Plan S" has been proposed at the EU level and supported by a growing number of funding organizations, there have been other initiatives, and still more are likely. Events are in rapid motion. All the initiatives, especially "Plan S", will have significant impacts for the current publishing community, with particular effect on society publishers and publishers in non-science areas such as humanities and social sciences. This panel of participants will discuss their organizations' activities and strategies with respect to advancing open access and will air their concerns about downstream consequences of current proposals. The perspectives come from significant but smaller publishers, and with some focus as well on humanities and social sciences publications.
The presentations will focus on: (1) summary of enterprise and OA activities and (2) challenges and opportunities over the next 3-5 years, including outreach, education, partnerships.
The session will conclude with a discussion of what we have learned so far.
  • Convener
    Ann Okerson
    Center for Research Libraries

Speakers to address this session in panel format:
  • Jasmine Lange
    Chief Publishing Officer, Brill (Netherlands)
    Jasmin holds a PhD in book history and master's degree in business management. Before joining Brill, she worked for Ernst Klett in Germany, Blackwell's in the UK and for an international academic network based at the University of Edinburgh. After moving to Brill in 2011 she specialized in M&A, new business models, licensing and open access. She is a member of Brills Executive Committee.
  • Natasha Mellins-Cohen
    Director of Publishing, Microbiology Society (UK)
    An active participant in the scholarly publishing community, Tasha is a member of the COUNTER Executive and of the UKSG Education Committee. Her industry expertise stretches from publishing operations and project management to policy setting, via technology management and business analysis.
  • Simon Ross
    CEO, Manchester University Press (UK)
    Simon Ross joined Manchester University Press as Chief Executive in 2016, after nearly 10 years with Cambridge University Press as MD of Journals and Deputy MD of the Academic Group, spending the last 4 years based in New York. He has held senior editorial and management positions at Sage Publications, Pearson Education, and the Times Publishing Group, and is a past Chairman of ALPSP. Before moving into publishing, he was a research scientist and lecturer in psychology and computer science. He has an MBA from the Judge Business School at the University of Cambridge.
4:30 p.m. - 5:30 p.m.
Questions for our Shared Open Future
  • Facilitator
    David Worlock
    Co-Chair, Outsell Leadership Programs
7:00 p.m. - 9:30 p.m.
Conference Dinner
Sponsored by EBSCO
  • Dinner Speaker
    Sam Brooks
    Executive Vice President, EBSCO Information Services

Friday, April 5

 Villa Schifanoia, Florence
9:00 a.m. - 12:00 noon
Session Four
Academic Monographs: Open and Commercial Tools and Services
  • Convener
    Pep Torn
    Library Director European University Institute
  • Michael Levine-Clark
    Dean and Director, University of Denver Libraries
  • Eric Merkel-Sobotta
    Vice President, Communications & External Affairs, De Gruyter
  • Esther Chen
    Max Planck Institute for the History of Science
    Klaus Thoden
    Max Planck Institute for the History of Science
    Open Access Initiatives at the Max Planck Institute for the History of Science
  • Heather Staines
    Director Business Development at
    Collaborative Open Annotation in Research and Education
12:00 noon - 12:30 p.m.
Closing Remarks
  • Jim ODonnell
    University Librarian, Arizona State University
12:30 p.m - 1:30 p.m.
Informal Lunch & Tours

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