Choosing Pathways to OA

Working Forum | Oct. 16-17 | International House, UC Berkeley | Berkeley, CA

Draft schedule - subject to change

October 16 (Day 1)

Chevron Auditorium (breakout rooms: Slusser & Sproul)


8:00 - 8:30

Registration & breakfast

Chevron Auditorium, International House

8:30 – 8:45

Welcoming remarks & logistics


8:45 – 9:00

Introduction & overview by Forum Moderator (Günter Waibel)

9:00 – 9:50

Group 1 Fishbowl Storytelling


Facilitators and participants will share their expertise and ideas using a model called fishbowl storytelling. Storytellers share their experiences with represented strategies achieving “empathize” and “define” stages of design thinking. Participants have opportunities to ask questions of the storytellers, generating conversations about experiences with different strategies.

9:50 – 10:35

Group 2 Fishbowl Storytelling

10:35 – 10:50


10:50 – 11:40

Group 3 Fishbowl Storytelling

11:40 – 12:25

Group 4 Fishbowl Storytelling


12:30 – 1:30

1:30 – 2:00

Unkeynote (In the form of “What, So What, Now What”) with Forum Moderator, & participant questions & reflections


2:00 – 3:45

Strategy Stations

Strategy Stations will be set up for participants to engage with facilitators to dive deeper into various Pathways strategies that were touched upon during the morning sessions. The aim of the discussions is to undertake a deeper S.W.O.T. (strengths, weaknesses, opportunities, threats) for the strategies so that participants can better understand implications of pursuing them.


  • Gold APC, Offsetting
  • Facilitator: Ivy Anderson, California Digital Library 


  • Gold APC / Green, Funders, funding pools, & funder OA platforms
  • Facilitator: David Sweeney, Research England


  • Gold Non-APC, Collectives & crowd-sourcing
  • Facilitators: Kamran Naim, Annual Reviews, and Catherine Anderson, Knowledge Unlatched


  • Gold Non-APC, Consortial investments
  • Facilitator: Jill Grogg, LYRASIS


  • Gold Non-APC, OA book strategies
  • Facilitators: Mary Francis, The University of Michigan Press, and Eileen Joy, Punctum Books


  • Green, Pre-prints & repositories
  • Facilitator: Rusty Speidel, Center for Open Science


  • Green & Gold, Multi-pronged strategies
  • Facilitators: Ellen Finnie, MIT Libraries, and Danny Kingsley, Cambridge University Library


  • Universal Strategies, Infrastructure investment
  • Facilitators: David Lewis, IUPUI University Library, and Kristen Ratan, Coko Foundation


  • Universal Strategies, Faculty engagement
  • Facilitator: Eric Bakovic, University of California, San Diego; Rich Schneider, UCSF (day 2)

Every 20 minutes, a bell will ring to give participants a formal opportunity to switch to other stations if they wish, though they can remain at stations as long as they would like.

3:45 – 4:00


4:00 – 4:40

Reporting back from Strategy Stations

4:40 – 5:00

Plenary Discussion of Logistics for Reception & Day 2

5:00 - 7:00

Ideating & Networking Reception

Great Hall, International House


  • Connect with other participants / colleagues
  • Hear Forum Moderator reflections on the day
  • Planning Committee will lead 25/10 liberating structure to generate bolder ideas that will be used to guide work on Day 2 


October 17 (Day 2)


Chevron Auditorium (breakout rooms: Slusser & Sproul)


8:00 - 8:30


Chevron Auditorium, International House

8:30 – 8:45

Plenary Discussion of Day 2 Logistics


8:45 - 9:00

Guiding Remarks from Forum Moderator


9:00 - 11:00

Implementation Mapping: Institutional / Community


Strategy Stations from Day 1 are reprised. Facilitators help guide discussion at their Strategy Stations regarding issues such as:


  1. What does your institution or community need or need to do to move forward with this strategy?
  2. If you see a need or desire to work with partners, who would they be and how will you initiate relationships or collaborate with these partners?
  3. What must your institution or community stop doing to move forward with this strategy?
  4. What concrete next steps can your institution or community take to implement this strategy?


Every 20 minutes, a bell will ring to give participants a formal opportunity to switch to other stations if they wish, though they can remain at stations as long as they would like.

11:00 - 12:00

Reporting Back from Implementation Mapping / Full Group Discussion


12:00 – 1:00

1:00 – 2:00

Implementation Mapping: Personal


Participants are assigned a randomly-numbered table during lunch, at which they convene after lunch. Participants convene at their corresponding facilitator-led tables, but facilitators are there only to help in conversation and not representing any given strategy. The goal of this session is to bring together people to define and share next steps regardless of strategy--so that participants gain a greater understanding of what everyone at the forum is doing (even if those strategies do not align with one’s own). 

The Facilitator organizes:

15 minutes personal reflection

Each participant at the table reflects on the following:

  1. What do you personally need to move forward with all of the strategies you’re interested in?
  2. What obstacles do you personally face for implementing the strategies?
  3. What are your individual next steps after this forum?


10 minutes participants to share their personal implementation map with an adjacent member at their table.


35 minutes for the full table to share and discuss personal maps with each other. Facilitators should help participants identify opportunities for synergies even among people whom are not necessarily interested in the same strategies.

2:00 - 3:00

Closing Celebration

  • Led by the Forum Moderator, final reflections, questions, and thoughts to complete and celebrate the arc of designing Pathways to OA.


Draft schedule - subject to change