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Building the European
Open Science Cloud
.
Sarah Jones
Chair of EOSC FAIR
Working Group
Twitter: @sjDCC
Cathrin Stöver
Vice Chair of EOSC
Executive Board
Twitter: @Cat_Stover
EOSCsecretariat webinar, 1st July 2019
Four years of EOSC in documents & projects
EOSCsecretariat webinar, 1st July 2019 2
Gutenberg to Berners-Lee science
Peer
review
Editors Services Libraries
Publications
Software
THE INTERNET
Publications
Data
Software
The opportunity
Harness the power of the web to connect research communities,
collaborate and share quicker and more easily
EOSCsecretariat webinar, 1st July 2019 3
Why the EOSC?
Enable Open Science and the digital transformation of science
Empower 1.7 million European researchers to reap the benefits
of data-driven science
Build an open research data commons in Europe widely inclusive
of all disciplines and Member States, sustainable in the long-term
Give Europe a global lead in research data management;
help developing an internet of FAIR digital objects
Reduce fragmentation by federating existing Research
Infrastructures (including e-Infrastructures)
Enable interdisciplinary research to address societal challenges
Enable the Digital Single Market and stimulate the emergence of
a competitive EU cloud sector
EOSCsecretariat webinar, 1st July 2019 4
What is the EOSC?
A trusted and open virtual environment for the scientific community with
seamless access to services (with highest TRLs) addressing the whole
research data life cycle:
Federating core services to federate and connect existing or planned RIs
Services to make data FAIR, store them, ensure their long-term preservation
Services to find, access, combine, analyse and process data
Protected, personalized work environment
FAIR competition, no lock-in by individual service providers
Free at the point of use for the researchers
User-oriented and inclusive (across borders and disciplines)
Accessible through a non-exclusive, simple, universal gateway
Governed by a minimal set of Rules of Participation
Steered by a governance based on increasing mutuality
5EOSCsecretariat webinar, 1st July 2019
An open festival for science
• Virtual space where science producers and science
consumers come together
• Inclusive to people of all backgrounds and cultures
• An open-ended range of content and services
• Quality mark « Data made in Europe »
EOSCsecretariat webinar, 1st July 2019 6
A platform for European research
Grow in stages…
• Underlying infrastructure needs to be developed,
owned and operated publicly
• Extend to engage with private initiatives
• All must adhere to Rules and uphold common values
• Be a living, breathing system that adapts to changes
EOSCsecretariat webinar, 1st July 2019 7
Design principles
• Co-creation
• Research-led
• Community-driven
• Flexible by design
• Extensible / scalable
• Incremental and iterative
• Hands-on and participatory
• Continuous engagement, consultation & user testing
EOSCsecretariat webinar, 1st July 2019 8
bit
by
bit
Driving principles for
implementation
Cooperative
Voluntary
participation
In common
interest
EOSCsecretariat webinar, 1st July 2019 9
Decision making process
• Openness - processes open to all interested and informed parties
• Broad consensus - allow for all views to be considered, such that
agreement can be found across a range of interests
• Transparency - stakeholders will provide public notice of proposed
development activities and conditions for participation. Easily
accessible records of decisions.
• Balance - activities will not be exclusively dominated by any particular
person, organisation or interest group
• Due process - decisions will be made with equity and fairness among
contributors. Periodic reviews and updating will be well defined.
EOSCsecretariat webinar, 1st July 2019 10
EOSC Governance 2019-2020
EOSC governance structure
EOSCsecretariat webinar, 1st July 2019 11
Governance Board
• Representatives from all 28 member states and 10
associated countries
• Chaired by Hans Josef Linkens, BMBF, Germany
• Forming sub-groups to feed strategic inputs into EOSC
Exec Board and Working Groups
https://ec.europa.eu/research/openscience/pdf/ec_rtd
_eosc-governance-board_062019.pdf
EOSCsecretariat webinar, 1st July 2019 12
Executive Board
EOSCsecretariat webinar, 1st July 2019 13
• Karel Luyben &
Cathrin Stöver as Co-
Chairs
• 8 representatives of
stakeholder groups
• 3 independent experts
https://www.eoscsecretariat.eu/eosc-
governance/eosc-executive-board
Communications
• Must be 2-way…
• Engage, don’t just broadcast!
Communications & engagement
• Strong and consistent communication strategy
• Messaging in different ‘languages’ to speak to all stakeholders
• Use of the existing communications channels to reach scale
• Need to develop a collectively-owned EOSC brand
• Critically important to engage with stakeholders at all times
• Continual testing and feedback loop to support adoption
• Set up a co-owned sub-group between EB/GB to manage this
EOSCsecretariat webinar, 1st July 2019 15
Key documents and links
• EOSC Strategic Implementation Plan
• https://www.eoscsecretariat.eu/eosc-governance/eosc-
executive-board
• EOSC Work Plan
• Watch this space!
• Working Group remits
• https://www.eoscsecretariat.eu/eosc-working-groups
• Blog
• https://www.eoscsecretariat.eu/news-events-opinion
EOSCsecretariat webinar, 1st July 2019 16
EOSC Exec Board Working Groups
EOSCsecretariat webinar, 1st July 2019 17
https://www.eoscsecretariat.eu/eosc-working-groups
EOSCsecretariat webinar, 1st July 2019 18
Chair: Jan Hrusak
Independent Expert
Provide options for progressive convergence
and alignment of structures and initiatives in
Europe to facilitate the EOSC
HOW
1. Build on outcomes of EOSC-related H2020
projects and input from member states
2. Map EOSC-relevant national infrastructures
and spending
3. Take stock of federation constraints and
opportunities at the various architectural levels
4. Propose mechanisms and best practices for
national and regional alignment
5. Analyse member state preparedness for
financial resources, political stability and
infrastructural planning
WHAT WHY
Q4 2019
Final mapping with
input of INFRAEOSC-5B
cluster projects
Q3 2019
Initial mapping based on
existing EOSC-related projects
and national initiatives
Consolidate the existing landscape
• National research infrastructures, e-
Infrastructures and open science policies
• ESFRI RIs, cluster projects, thematic
initiatives and clouds
Q3 2020
Report on EOSC readiness of
the Member States and RIs
(joint output)
EOSCsecretariat webinar, 1st July 2019 19
Chair: Juan Bicarregui
RDA representative
Recommend rules of participation which define rights,
obligations and accountability to govern EOSC users,
providers and operators. Identify common requirements.
HOW
Identification of different rules taking into account:
1. Differing roles and services
2. Scientific disciplines
3. Preparedness of infrastructures, services and
member states
4. The growing range of EOSC users and providers
5. Changing needs and practices including
regulations
WHAT WHY
Q3 2019
Objectives of
the RoP
Q4 2020
Revised proposal
for EOSC RoP for
application after 2020
Guarantee open, secure and cost-
effective federated EOSC with
services of documented quality
Assessable Quality
Q4 2019
Proposal for an initial
set of EOSC Rules of
Participation
testing & iterating
EOSCsecretariat webinar, 1st July 2019 20
Chair: Jean-Francois Abramatic
Independent Expert
Propose a technical framework to enable and sustain
an evolving EOSC, including an interoperability layer
to build the federation of systems
HOW
Review current offerings and define
1. EOSC core services and their interfaces
2. EOSC OS APIs for reuse by thematic services
3. EOSC portal components and catalogues
4. EOSC data description standards
5. Other standards and best practices
6. Converge towards globally-accepted frameworks
WHAT WHY
Q2 2020
Preliminary connection of
most EOSC infra & services
EOSC catalogue of datasets
Q4 2019
Initial EOSC federating core
Registry of data infrastructure
Updated EOSC catalogue of
services and portal
Define the interoperability layer
necessary for seamless operation of the
EOSC federation core
Identify the federated core of EOSC
Q3 2020
Interoperability
framework
(joint)
Q4 2020
PID policy
(joint)
Provide recommendations on the implementation of
FAIR, including corresponding requirements for services,
in order to foster cross-disciplinary interoperability
EOSCsecretariat webinar, 1st July 2019 21
HOW
1. Data standards & sharing agreements
2. Upscale best-practice solutions
3. EOSC Interoperability Framework
4. Identify service requirements for FAIR
5. Persistent Identifier Policy for EOSC
6. Frameworks to assess FAIR data and
certify services that enable FAIR
7. Converge towards globally-accepted frameworks
WHAT WHY
Q1 2020
2020 Annual
FAIR work plan
Q4 2019
PID policy defined
Outline metrics for
FAIR data & service
certification
Q3 2020
EOSC
Interoperability
Framework
Q2 2019
2019 Annual
FAIR work plan
Q4 2020
Updated PID policy
Updated FAIR metrics
& service certification
testing & iterating
Connect people,
data and service
via standards
Be the glue
Chair: Sarah Jones
Independent Expert
EOSCsecretariat webinar, 1st July 2019 22
Co-Chair: Conor O’Carroll
Science Europe representative
Co-Chair: Rupert Lueck
EMBL representative
22
Provide strategic, legal and financing
recommendations for an operational, scalable and
sustainable EOSC federation after 2020
HOW
1. Analyse business models and implications on
legal entity, costs, regulations, financial
strategies, supporting NDI alignment
2. Map potential legal entities, taking into
account national and European legislation
3. Examine options for a governance framework
to oversee EOSC operations and development
4. Analyse regulatory/policy environments and
assess impact of proposed structures and
funding streams at national & European level
WHAT WHY
A clear understanding of key strategic, financial
and legal aspects is essential for the second
phase of the EOSC implementation
Towards a sustainable EOSC
Q3 2020
Recommendations on strategic and financing
orientations and organisational settings for the
future of the EOSC, post 2020
Q1 2020
Initial analysis of alternative
business model scenarios and
potential future legal models
Q2 2020
Refined business
model options and
future legal models
MVP by end 2020
• Agreed and tested Rules of Participation
• Analysis of the existing national infrastructures and policies
• Financing model, legal entity and post 2020 governance structure
• Functioning federated core & initial services
• Catalogues of EOSC data and services
• EOSC Interoperability Framework
• Persistent Identifier policy
• Metrics for FAIR data and repository certification
EOSCsecretariat webinar, 1st July 2019 23
Work plan
EOSCsecretariat webinar, 1st July 2019 24
Iteration and testing built into plan
Initial / outline outputs à TEST à Updated / final
Agree versions for implementation post 2020
Working Group formation
• Nominations by Governance Board (all)
• Nominations by Executive Board (FAIR WG)
• Nominations by H2020 projects (Architecture)
• Open calls to engage wider stakeholders
(Architecture, FAIR and Rules of Participation)
• WGs may call in Experts, H2020 projects and
commission consultancy reports where needed
EOSCsecretariat webinar, 1st July 2019 25
WGs by numbers
EOSCsecretariat webinar, 1st July 2019 26
Landscape
11 male
5 female
RoP
5 male
7 female
Architecture
27 male
2 female
FAIR
15 male
11 female
Sustainability
10 male
8 female
Experts represent 20 of
the EU Member States
and Associated Countries
Status of Working Groups
• First meetings all scheduled or happened
• Working Groups establishing who will do what
• Identifying any missing skills across membership
• Planning engagement with projects
EOSCsecretariat webinar, 1st July 2019 27
Open Call
• Will happen for three groups
• Architecture
• FAIR
• Rules of Participation
• Priority will be filling skills gaps
• Open to all – apply with short CV and statement of
what skills you will bring
• Expect to be open late Summer
EOSCsecretariat webinar, 1st July 2019 28
First steps
• Need to reach out to H2020 projects, national
initiatives and coalition of the doers
• Working Groups dependent on YOU!
• You building and we coordinate & endorse
• Collectively we will build EOSC
EOSCsecretariat webinar, 1st July 2019 29
Interact
EOSCsecretariat webinar, 1st July 2019 30
Let’s get this show on the road!
Thanks for listening!
Questions?

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Towards a Strategic Implementation of the EOSC & Addressing strategic priorities for the EOSC through the Executive Board Working Group

  • 1. Building the European Open Science Cloud . Sarah Jones Chair of EOSC FAIR Working Group Twitter: @sjDCC Cathrin Stöver Vice Chair of EOSC Executive Board Twitter: @Cat_Stover EOSCsecretariat webinar, 1st July 2019
  • 2. Four years of EOSC in documents & projects EOSCsecretariat webinar, 1st July 2019 2
  • 3. Gutenberg to Berners-Lee science Peer review Editors Services Libraries Publications Software THE INTERNET Publications Data Software The opportunity Harness the power of the web to connect research communities, collaborate and share quicker and more easily EOSCsecretariat webinar, 1st July 2019 3
  • 4. Why the EOSC? Enable Open Science and the digital transformation of science Empower 1.7 million European researchers to reap the benefits of data-driven science Build an open research data commons in Europe widely inclusive of all disciplines and Member States, sustainable in the long-term Give Europe a global lead in research data management; help developing an internet of FAIR digital objects Reduce fragmentation by federating existing Research Infrastructures (including e-Infrastructures) Enable interdisciplinary research to address societal challenges Enable the Digital Single Market and stimulate the emergence of a competitive EU cloud sector EOSCsecretariat webinar, 1st July 2019 4
  • 5. What is the EOSC? A trusted and open virtual environment for the scientific community with seamless access to services (with highest TRLs) addressing the whole research data life cycle: Federating core services to federate and connect existing or planned RIs Services to make data FAIR, store them, ensure their long-term preservation Services to find, access, combine, analyse and process data Protected, personalized work environment FAIR competition, no lock-in by individual service providers Free at the point of use for the researchers User-oriented and inclusive (across borders and disciplines) Accessible through a non-exclusive, simple, universal gateway Governed by a minimal set of Rules of Participation Steered by a governance based on increasing mutuality 5EOSCsecretariat webinar, 1st July 2019
  • 6. An open festival for science • Virtual space where science producers and science consumers come together • Inclusive to people of all backgrounds and cultures • An open-ended range of content and services • Quality mark « Data made in Europe » EOSCsecretariat webinar, 1st July 2019 6 A platform for European research
  • 7. Grow in stages… • Underlying infrastructure needs to be developed, owned and operated publicly • Extend to engage with private initiatives • All must adhere to Rules and uphold common values • Be a living, breathing system that adapts to changes EOSCsecretariat webinar, 1st July 2019 7
  • 8. Design principles • Co-creation • Research-led • Community-driven • Flexible by design • Extensible / scalable • Incremental and iterative • Hands-on and participatory • Continuous engagement, consultation & user testing EOSCsecretariat webinar, 1st July 2019 8 bit by bit
  • 9. Driving principles for implementation Cooperative Voluntary participation In common interest EOSCsecretariat webinar, 1st July 2019 9
  • 10. Decision making process • Openness - processes open to all interested and informed parties • Broad consensus - allow for all views to be considered, such that agreement can be found across a range of interests • Transparency - stakeholders will provide public notice of proposed development activities and conditions for participation. Easily accessible records of decisions. • Balance - activities will not be exclusively dominated by any particular person, organisation or interest group • Due process - decisions will be made with equity and fairness among contributors. Periodic reviews and updating will be well defined. EOSCsecretariat webinar, 1st July 2019 10
  • 11. EOSC Governance 2019-2020 EOSC governance structure EOSCsecretariat webinar, 1st July 2019 11
  • 12. Governance Board • Representatives from all 28 member states and 10 associated countries • Chaired by Hans Josef Linkens, BMBF, Germany • Forming sub-groups to feed strategic inputs into EOSC Exec Board and Working Groups https://ec.europa.eu/research/openscience/pdf/ec_rtd _eosc-governance-board_062019.pdf EOSCsecretariat webinar, 1st July 2019 12
  • 13. Executive Board EOSCsecretariat webinar, 1st July 2019 13 • Karel Luyben & Cathrin Stöver as Co- Chairs • 8 representatives of stakeholder groups • 3 independent experts https://www.eoscsecretariat.eu/eosc- governance/eosc-executive-board
  • 14. Communications • Must be 2-way… • Engage, don’t just broadcast!
  • 15. Communications & engagement • Strong and consistent communication strategy • Messaging in different ‘languages’ to speak to all stakeholders • Use of the existing communications channels to reach scale • Need to develop a collectively-owned EOSC brand • Critically important to engage with stakeholders at all times • Continual testing and feedback loop to support adoption • Set up a co-owned sub-group between EB/GB to manage this EOSCsecretariat webinar, 1st July 2019 15
  • 16. Key documents and links • EOSC Strategic Implementation Plan • https://www.eoscsecretariat.eu/eosc-governance/eosc- executive-board • EOSC Work Plan • Watch this space! • Working Group remits • https://www.eoscsecretariat.eu/eosc-working-groups • Blog • https://www.eoscsecretariat.eu/news-events-opinion EOSCsecretariat webinar, 1st July 2019 16
  • 17. EOSC Exec Board Working Groups EOSCsecretariat webinar, 1st July 2019 17 https://www.eoscsecretariat.eu/eosc-working-groups
  • 18. EOSCsecretariat webinar, 1st July 2019 18 Chair: Jan Hrusak Independent Expert Provide options for progressive convergence and alignment of structures and initiatives in Europe to facilitate the EOSC HOW 1. Build on outcomes of EOSC-related H2020 projects and input from member states 2. Map EOSC-relevant national infrastructures and spending 3. Take stock of federation constraints and opportunities at the various architectural levels 4. Propose mechanisms and best practices for national and regional alignment 5. Analyse member state preparedness for financial resources, political stability and infrastructural planning WHAT WHY Q4 2019 Final mapping with input of INFRAEOSC-5B cluster projects Q3 2019 Initial mapping based on existing EOSC-related projects and national initiatives Consolidate the existing landscape • National research infrastructures, e- Infrastructures and open science policies • ESFRI RIs, cluster projects, thematic initiatives and clouds Q3 2020 Report on EOSC readiness of the Member States and RIs (joint output)
  • 19. EOSCsecretariat webinar, 1st July 2019 19 Chair: Juan Bicarregui RDA representative Recommend rules of participation which define rights, obligations and accountability to govern EOSC users, providers and operators. Identify common requirements. HOW Identification of different rules taking into account: 1. Differing roles and services 2. Scientific disciplines 3. Preparedness of infrastructures, services and member states 4. The growing range of EOSC users and providers 5. Changing needs and practices including regulations WHAT WHY Q3 2019 Objectives of the RoP Q4 2020 Revised proposal for EOSC RoP for application after 2020 Guarantee open, secure and cost- effective federated EOSC with services of documented quality Assessable Quality Q4 2019 Proposal for an initial set of EOSC Rules of Participation testing & iterating
  • 20. EOSCsecretariat webinar, 1st July 2019 20 Chair: Jean-Francois Abramatic Independent Expert Propose a technical framework to enable and sustain an evolving EOSC, including an interoperability layer to build the federation of systems HOW Review current offerings and define 1. EOSC core services and their interfaces 2. EOSC OS APIs for reuse by thematic services 3. EOSC portal components and catalogues 4. EOSC data description standards 5. Other standards and best practices 6. Converge towards globally-accepted frameworks WHAT WHY Q2 2020 Preliminary connection of most EOSC infra & services EOSC catalogue of datasets Q4 2019 Initial EOSC federating core Registry of data infrastructure Updated EOSC catalogue of services and portal Define the interoperability layer necessary for seamless operation of the EOSC federation core Identify the federated core of EOSC Q3 2020 Interoperability framework (joint) Q4 2020 PID policy (joint)
  • 21. Provide recommendations on the implementation of FAIR, including corresponding requirements for services, in order to foster cross-disciplinary interoperability EOSCsecretariat webinar, 1st July 2019 21 HOW 1. Data standards & sharing agreements 2. Upscale best-practice solutions 3. EOSC Interoperability Framework 4. Identify service requirements for FAIR 5. Persistent Identifier Policy for EOSC 6. Frameworks to assess FAIR data and certify services that enable FAIR 7. Converge towards globally-accepted frameworks WHAT WHY Q1 2020 2020 Annual FAIR work plan Q4 2019 PID policy defined Outline metrics for FAIR data & service certification Q3 2020 EOSC Interoperability Framework Q2 2019 2019 Annual FAIR work plan Q4 2020 Updated PID policy Updated FAIR metrics & service certification testing & iterating Connect people, data and service via standards Be the glue Chair: Sarah Jones Independent Expert
  • 22. EOSCsecretariat webinar, 1st July 2019 22 Co-Chair: Conor O’Carroll Science Europe representative Co-Chair: Rupert Lueck EMBL representative 22 Provide strategic, legal and financing recommendations for an operational, scalable and sustainable EOSC federation after 2020 HOW 1. Analyse business models and implications on legal entity, costs, regulations, financial strategies, supporting NDI alignment 2. Map potential legal entities, taking into account national and European legislation 3. Examine options for a governance framework to oversee EOSC operations and development 4. Analyse regulatory/policy environments and assess impact of proposed structures and funding streams at national & European level WHAT WHY A clear understanding of key strategic, financial and legal aspects is essential for the second phase of the EOSC implementation Towards a sustainable EOSC Q3 2020 Recommendations on strategic and financing orientations and organisational settings for the future of the EOSC, post 2020 Q1 2020 Initial analysis of alternative business model scenarios and potential future legal models Q2 2020 Refined business model options and future legal models
  • 23. MVP by end 2020 • Agreed and tested Rules of Participation • Analysis of the existing national infrastructures and policies • Financing model, legal entity and post 2020 governance structure • Functioning federated core & initial services • Catalogues of EOSC data and services • EOSC Interoperability Framework • Persistent Identifier policy • Metrics for FAIR data and repository certification EOSCsecretariat webinar, 1st July 2019 23
  • 24. Work plan EOSCsecretariat webinar, 1st July 2019 24 Iteration and testing built into plan Initial / outline outputs à TEST à Updated / final Agree versions for implementation post 2020
  • 25. Working Group formation • Nominations by Governance Board (all) • Nominations by Executive Board (FAIR WG) • Nominations by H2020 projects (Architecture) • Open calls to engage wider stakeholders (Architecture, FAIR and Rules of Participation) • WGs may call in Experts, H2020 projects and commission consultancy reports where needed EOSCsecretariat webinar, 1st July 2019 25
  • 26. WGs by numbers EOSCsecretariat webinar, 1st July 2019 26 Landscape 11 male 5 female RoP 5 male 7 female Architecture 27 male 2 female FAIR 15 male 11 female Sustainability 10 male 8 female Experts represent 20 of the EU Member States and Associated Countries
  • 27. Status of Working Groups • First meetings all scheduled or happened • Working Groups establishing who will do what • Identifying any missing skills across membership • Planning engagement with projects EOSCsecretariat webinar, 1st July 2019 27
  • 28. Open Call • Will happen for three groups • Architecture • FAIR • Rules of Participation • Priority will be filling skills gaps • Open to all – apply with short CV and statement of what skills you will bring • Expect to be open late Summer EOSCsecretariat webinar, 1st July 2019 28
  • 29. First steps • Need to reach out to H2020 projects, national initiatives and coalition of the doers • Working Groups dependent on YOU! • You building and we coordinate & endorse • Collectively we will build EOSC EOSCsecretariat webinar, 1st July 2019 29 Interact
  • 30. EOSCsecretariat webinar, 1st July 2019 30 Let’s get this show on the road!