Minutes of meeting of the

Cochrane Collaboration Steering Group

Ottawa, Canada
1 and 4 October 2004

 

[These minutes were approved by the Steering Group Executive on 22 November 2004]

 

Subject

Item

Advisory Group budgets

7.5

Advisory Group, Cochrane CENTRAL

22.3

[Advisory] Group, Cochrane Library Users’

22.4

Advisory Group, Colloquium Policy

22.5

Advisory Group, Criticism Management

22.6

Advisory Group, Handbook

22.7

[Advisory] Group, Information Management System

22.8

Advisory Group, Quality

22.9

Advisory groups, future Steering Group membership of

16

Advisory groups, reimbursement of convenors and members

7.8

Annual General Meetings, agenda and format of the

21

BMJ/Clinical Evidence, relationship with

18

Book series, agreement on

5.1

Campbell Collaboration, liaison

22.15

Centres, commercial sponsorship of

9.2

Centres, report from entity representatives

25.4

Centres, revision of section in The Cochrane Manual

22.1.2

Chief Executive Officer, position of the

6.2

Chief Executive Officer, report from the

5

Chris Silagy Prize, commitment to the

7.4

Clinical trials, prospective registration of

5.2

Cochrane [Exchange] Fellowship, revised name and timetable for

26

Cochrane Library, complimentary copies of The

7.4

Cochrane Manual, revision of section on Centres

22.1.2

Cochrane Reviews, creation of umbrella (summary) reviews

12

Cochrane Reviews of diagnostic test accuracy

22.10

Cochrane Reviews, plagiarism within

3.21.1

Cochrane Reviews, prioritisation of key topic

13

Collaborative Review Groups, guiding principles for

3.21.4.2.2

Collaborative Review Groups, report from entity representatives

22.1; 25.1

Colloquia, filming of sessions

25.1.3

Colloquium Manager, proposal for development of

28.4

Colloquium, Dublin, 2006

28.2

Colloquium, Melbourne, 2005

28.1

Colloquium, São Paulo, 2007

28.3

Commercial sponsorship, Cochrane Collaboration policy on

5.6; 9

Commercial sponsorship, ambiguities in the policy

9.1

Commercial sponsorship, position of Centres

9.2

Company Secretary, job description of

23.6

CONSORT Statement, endorsement of the

19

Consumer Network

5.9; 25.5

Contact Database, suggested amendment to terms of use of

22.8.1

Contingency Fund expenditure

7.6

Contingency plan

7.7

Declarations of interest by everyone involved in the review process

2.2

Declarations of interest by Steering Group members,
  IMS Director and Secretariat staff

2.1

Derivative products, commercial sponsorship of

9.1

Developing countries initiative

14

Diagnostic Test Accuracy Working Group

22.10

Discretionary Fund expenditure

7.6

Donations, central fund or foundation for receiving unrestricted

9.3

Editors, gender balance of

25.1.1

Elections, information on candidates

22.2.3

Entity representatives, verbal reports from

25

[Exchange] Fellowship, revised name and timetable for

26

Fields/Networks, report from entity representatives

25.3

Finance, advisory group budgets

7.5

Finance, allocation of expenditure between financial years

3.5.2

Finance, cash flow forecast and current financial position

7.4

Finance, Contingency and Discretionary Fund expenditure 

7.6

Finance, recommendations about the size and purpose of the Contingency Fund

7.7

Finance, reimbursement of sub- and advisory group convenors and members

7.8

Funders’ Forum, report from

22.14

Funding Arbiter, report from

22.13; 23.4

Funding working group

5.5

Funding, European Union

5.7

Funding, foundation

5.8; 9.3

Funding, monthly newsletter from Chief Executive Officer

5.4

Global review of access to healthcare information

5.3

Guidelines International Network, relationship with

17

Information Management System, status of

8.1

Information Management System, name for new server

8.2

James Lind Alliance, relationship with the

20

Job description, Co-Chair of the Steering Group

23.1

Job description, Company Secretary

23.6

Job description, Funding Arbiter

23.4

Job description, Ombudsmen

23.5

Job description, Publication Arbiter

23.3

Job description, Steering Group members

23.2

Kenneth Warren Prize 2004

7.9

Mazars LLP, acceptance of

7.2

MeerKat, support and development of

3.18

Methodological quality improvement projects

11

Methods Groups, report from entity representative

25.2

Mid-year meeting of Steering Group in Thailand in 2006

27.3

Monitoring and Registration Group, report from the

22.1

Monitoring, frequency of

22.1.1

Non-randomised studies and specialised registers

25.1.2

Ombudsmen, report from the

22.11

Priority setting for the next four years

6.1

Prospective registration of clinical trials

5.2

Publication Arbiter

22.12; 23.3

Quality improvement projects, methodological

11

Risk assessment, table of

7.1

Specialised registers, non-randomised studies and

25.1.2

Steering Group elections, information on candidates

22.2.3

Steering Group members, verbal reports from outgoing

15

Steering Group membership of sub- and advisory groups, proposed

16

Steering Group mid-year meetings

27.3

Steering Group, monitoring the

22.2.1

Steering Group, next five meetings of the

27

Steering Group, procedure for selecting a Chair of

22.2.2

Strategic Plan in relation to the Information Management System

8

Treasurer, report and financial statements

7.1

Trading Company Directors, issues raised by the

7.3

Visiting Fellowship (formerly called ‘Exchange’ Fellowship)

26

Website development project

24

Wiley, report from

10

 

 
Minutes of the meeting of the

Cochrane Collaboration Steering Group

Ottawa, Canada

1 and 4 October 2004

 

[These minutes were approved by the Steering Group Executive on 22 November 2004.]

Present (Steering Group members shown in bold typeface):  Godwin Aja, Claire Allen, Gerd Antes (on 1 October only), Lorne Becker (on 4 October only), Lisa Bero, Kathie Clark, Mike Clarke (on 1 October only; Chair on 1 October, but absent for item 11 on methodological quality improvement projects), Mark Davies, Jon Deeks, Kay Dickersin (only for item 22.12 on the Publication Arbiter’s report on 4 October), Deborah Dixon (for item 10 only), Zbys Fedorowicz, Dan Fox (only for item 22.14 on the Funders’ Forum on 1 October), Davina Ghersi, Sally Green, David Henderson-Smart (on 1 October, and only for item 22.12 on the Publication Arbiter’s report on 4 October), Jini Hetherington (minutes), Louise Kitchener (until noon on 1 October), Monica Kjeldstrøm, Carol Lefebvre (only for item 10, the report from Wiley representatives regarding search testing the Wiley InterScience site, on 1 October), Steff Lewis, Jim Neilson (Chair on 4 October), Jordi Pardo, Deborah Pentesco-Gilbert (for item 10 only), Nick Royle (absent from discussion about renewal of the CEO’s contract – item 6), Rob Scholten, Silvana Simi (on 1 October only), Haluk Soydan (on 4 October only), Peter Tugwell, Janet Wale and Liz Waters.

 

1.     Welcomes, apologies for absence, introductions, and approval of the agenda
Mike welcomed everyone to the meeting, and introduced the incoming members of the Steering Group, Godwin Aja (representing the Consumer Network), Lisa Bero (representing Centres), Zbys Fedorowicz (representing CRGs), Rob Scholten (representing Centres) and Liz Waters (representing Fields).  Mike explained that Lorne Becker, sharing the position of Field Representative with Liz Waters, would join the second Steering Group meeting on 4 October.  For the benefit of the incoming members, Mike explained that Steering Group meetings during Colloquia are a day shorter than the mid-year meetings, due to time constraints.  The agenda was approved.

2.     Declarations of interest of Steering Group members, IMS Director, and Secretariat staff


2.1            Current declarations:  Mike invited people to mention any changes to their current declarations of interest, which had been included with the agenda for this meeting, and would form an appendix to these minutes; there were no changes.  It was agreed that guidance as to what should be disclosed in such declarations would be helpful, as would a standard format.  Lisa volunteered to provide a template for discussion at the next Steering Group meeting in Providence in April 2005.
Action:  Lisa

2.2            Should everyone involved in the review process (including editors and referees) make declarations of interest in Cochrane reviews?  It was pointed out that potential conflicts of interest of editors should be declared in the CRG modules published in The Cochrane Library, and the CRG representatives were asked to remind their constituents of this.  It was suggested that referees should also be encouraged to declare their potential conflicts of interest to their CRG(s).  It was not thought to be necessary to declare these conflicts within individual reviews.
Action:  CRG representatives 

3.  Matters arising from the minutes of the previous meeting
Mike reminded everyone that the minutes of the mid-year Steering Group meeting in Bergamo had been approved by the Executive in a teleconference in March 2004. The following matters arising from those minutes were discussed:

Item 5.2 - Allocation of expenditure between financial years:  Nick reminded everyone that the default policy is that the Collaboration does not pay institutional overheads on grants to other legal entities.  In cases where a contribution to indirect overheads is requested and refusal to pay these costs would impact negatively on the Collaboration's ability to function effectively, each case should be referred to the Steering Group for consideration by its Executive, which would make a recommendation.  A statement to this effect is contained in The Cochrane Manual.

Item 18 – Proposal for MeerKat support and development:  Nick reported that the MeerKat Working Group has continued to work on a revised budget since the Steering Group meeting in Bergamo, after discussions with the Information Management System Group.  The revised budget has not yet been formally presented to the Steering Group, and Nick agreed to follow this up so that it can be brought to a future Executive teleconference for approval.
Action:  Nick

Item 21.1 – Plagiarism within Cochrane reviews:  Mike explained that preparation of a policy document on plagiarism was still in progress.  Sally asked that the editors of the Cochrane Reviewers’ Handbook (Phil Alderson, Julian Higgins and herself) be sent an early draft of this to comment on, since the policy will eventually be included in the Handbook.
Action:  Mike

Item 21.4.2.2 - Guiding principles for CRGs:  Peter and Davina said they were still in the process of preparing a similar document to ‘Guiding principles for Centre Directors and Centre staff’ for CRGs, and would report to the Steering Group at its next meeting in Providence in April 2005.
Action:  Peter, Davina

4.     Report from the Co-Chairs
Neither Jim nor Mike had anything to report that had not been included on the agenda of this meeting.

5.     Report from the Chief Executive Officer

5.1     Book series:  Nick reported that negotiations for a book series had been concluded, and an agreement had recently been signed between The Cochrane Collaboration and Wiley.  (See also item 18 below.)

5.2        Prospective registration of clinical trials:  Nick said that he would be meeting in New York with people interested in this initiative at the end of October 2004, and would report back to the Steering Group by e-mail.
Action:  Nick

5.3        Global review of access to healthcare information:  Nick reported that the Collaboration is a core participant in this project looking at access to healthcare information in developing countries, and will be preparing the section on access to systematic reviews.  The project is being conducted under the auspices of INASP and WHO, and Paul Chinnock of the Injuries Group is taking the lead on behalf of the Collaboration.  It is expected that there will be a final report to the Steering Group during the Melbourne Colloquium in October 2005, although doubts have arisen recently about the stability of INASP’s funding for the project.

5.4        Funding newsletter:  Nick invited feedback on the usefulness of his monthly funding newsletter.

5.5        Funding working group:  This group (comprising Gerd, Jim, Jon, Kathie [who replaced Mike], Mark, Nick and Nandi) has met once by teleconference and is in the process of establishing its remit and an action plan.

5.6        Commercial sponsorship:  Nick is in discussions with the Association of the British Pharmaceutical Industry (ABPI) about funding initiatives within the context of the Collaboration's policy on commercial sponsorship.

5.7        European Union funding:  The Collaboration’s work does not fit into the EU’s current call for applications for funding, but Nick reported that he was hopeful that a future call would be more relevant.

5.8            Foundation funding:  Nick hopes to work on this area in the next few months.

5.9        Consumer Network issues:  Nick reported that the lengthy dispute had recently been resolved, and that the Cochrane Collaboration Consumer Network Incorporated (CCCNI) is in the process of being dissolved.  Signed agreements by the parties in the dispute are now in place.  He thanked Janet in particular for her part in reaching a resolution, and Sally and Janet both thanked him for all he had done to this end.  Sally reported that all the documents of the CCCNI are archived at the Australasian Cochrane Centre.  Kathie drew attention to the fact that any change of legal status or governance (e.g. registering as a company or charity) requires approval of the Monitoring and Registration Group.  It was agreed that entities will be discouraged in future from setting themselves up as separate legal entities.

6.     Report on progress against objectives set at the Steering Group meeting in Melbourne in March 2003, and priority setting for period 2005-06 to 2007-08

6.1              Progress and priority setting for the next four years: 
Nick was asked to develop this draft document further for discussion at the next Steering Group meeting in Providence.  It was agreed that the priority of developing consumer synopses for those reviews without a synopsis should be reworded to include improving the quality of existing synopses.  Janet agreed to bring recommendations from the group working on synopses to the next Steering Group meeting in Providence.  Jon was asked to discuss with methodologists their role in taking the lead in liaising with CRGs.  Liz requested that Fields be more involved in discussions about priorities in future.  It was agreed that the Collaboration’s Strategic Plan should be discussed in detail at the next Steering Group meeting in Providence. 
Action:  Nick, Janet, Jon
 
6.2            Position of the Chief Executive Officer:  Nick’s two-year contract as Chief Executive Officer (CEO) ends on 31 March 2005.  He left the meeting for the discussion about whether or not to maintain this post.  It was agreed that the Collaboration needs to continue employing a CEO.  Nick’s annual performance appraisal should be conducted in the next month by a panel comprised of Jim and Kathie (the Co-Chairs) and Jordi (who has the perspective of members of The Cochrane Collaboration based in countries whose first language is not English).  This panel will make a recommendation to the Steering Group about renewal of Nick’s contract, and also about the optimum length of the contract.  The Co-Chairs will ask Steering Group members for questions that should be asked as part of Nick’s appraisal, and share these with Nick in advance.  
Action:  Jim, Kathie, Jordi

 

7.     Report from the Treasurer - financial and legal matters:

7.1        Report and Financial Statements:  Jini was asked to e-mail this year’s table of risk assessment to the Steering Group for information. 
Action:  Jini 

             

7.2        Acceptance of Mazars LLP (formerly called Mazars):  It was agreed that, if approved at the AGM, the Collaboration would continue to accept Mazars LLP as its auditors, and Jini would communicate this to the company.
Action:  Jini

 

7.3        Issues raised by the Trading Company Directors:  Monica reported that according to the table of key dates the Trading Company Directors and the Company Secretary had fulfilled all their responsibilities so far this year.  The Directors had requested that information on the income from sales of reprints and subscriptions to pharmaceutical companies should be declared by Wiley in their quarterly breakdowns of royalty figures, and recommended that the Steering Group should also review these figures on a regular basis.  Jos Kleijnen is resigning from the board of directors of the Trading Company at this year’s Annual General Meeting, and is being replaced as Chair by Mike Clarke when Mike steps down from the Steering Group on 3 October 2004.  Monica explained to new Steering Group members that the Collaboration holds 100% of the shares of the Trading Company, and that the Trading Company passes all surplus income to The Cochrane Collaboration.  
Action:  Nick

7.4        Cash flow forecast, and current financial position:  Nick presented the cash flow forecast and there was discussion about the continuation of some of the current initiatives.  This will be formally reviewed at the next Steering Group meeting in Providence in 2005.  The Chris Silagy Prize should be added to the cash flow forecast as an ongoing commitment.  Nick clarified that the projected income figures on the cash flow forecast are based on a ‘worst case’ scenario.               

            Action:  Nick

7.5        Advisory Group budgets:   Mike drew attention to the document with the agenda materials which listed the advisory group budgets that had been approved at the Steering Group meeting in Bergamo in February/March 2004.
   

7.6        Contingency and Discretionary Fund expenditure:  Attention was drawn to the fact that only one application had been made for Discretionary Fund support during the current financial year.  Entity representatives should bring this opportunity to apply for resources to the attention of their constituents.
Action:  All entity representatives

7.7                Recommendations regarding the size and purpose of the core Contingency Fund and related contingency plan:  It was agreed that one of the actions in the contingency plan drafted by Nick should be the initiation of legal proceedings if the loss of royalties is due to breach of contract, and an estimate of these costs should be added to the proposed Contingency Fund of £150,000.  Monica was asked to work out how much it would cost to support the IMS team for twelve months, and to send that figure to Nick, so that the Steering Group can come to a decision at a later date if necessary about whether or not to include that figure in the Contingency Fund.  It was agreed that new IMS developments would be put on hold should the Collaboration’s core income collapse, and the contingency plan need to be activated.  Nick was asked to e-mail a revised contingency plan to the Steering Group, taking account of the agreed changes.
Action:  Monica, Nick   

7.8            Reimbursement to sub- and advisory group convenors and members:  Mike and Sally declared their conflict of interest as advisory group convenors.  There was agreement that reimbursing advisory group convenors for their work as convenors was not appropriate.  It was agreed that if there is a specific substantive project that needs to be done by an advisory group to the Steering Group, the Executive should be asked for approval of funding on a case-by-case basis.

 

7.9        Kenneth Warren Prize 2004:  Mike explained that this will be a standing item on Steering Group agendas in future, to inform them of the current state of this restricted fund, which currently amounts to approximately £22,700.

8.            Information Management System

8.1  Status of the new IMS: 
Monica reported that good progress was being made on the development of the new IMS, as outlined in her report.  The Cochrane Collaboration has funded a system developer to work full-time on the new IMS on a temporary contract.  To ensure continuity and maintain the developer expertise that exists within the IMS team, Monica requested funding to retain this person on staff on a long-term basis.  This was agreed to in principle, and Monica was asked to provide details and a budget for discussion by the Steering Group at its next meeting in Providence, within the context of the current IMS budget.  Monica’s report should describe this person’s particular skills and how ongoing IMS work contributes to the Collaboration’s Strategic Plan.  She confirmed that the four CRGs pilot-testing the IMS are globally distri