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EOSCpilot Policy
Recommendations
Stakeholder Forum Policy Session
Vienna
22 November 2018
Dale Robertson, Jisc
www.eoscpilot.eu
The European Open Science Cloud for Research pilot project is funded by the
European Commission, DG Research & Innovation under contract no. 739563
1
EOSCpilot Policy Engagement Work
www.eoscpilot.eu
The European Open Science Cloud for Research pilot project is funded by the
European Commission, DG Research & Innovation under contract no. 739563
2
Aim: Establish the policy environment required for the effective operation of, access
to and use of the EOSC
Landscape Review
Jan 2018
43 Draft
Recommendations
Open Science
Data Protection
Procurement
Ethics
Aug 2018
Final
Recommendations:
specific, actionable
proposals
What We’ve Come Up With
www.eoscpilot.eu
The European Open Science Cloud for Research pilot project is funded by the
European Commission, DG Research & Innovation under contract no. 739563
3
Policy Proposition: To realise an Ethical, Open, Secure and Cost-effective research
environment in Europe
Nine high-level recommendations
supporting actions (draft)
https://tinyurl.com/eoscpilotpolicyrecs
Some Considerations
www.eoscpilot.eu
The European Open Science Cloud for Research pilot project is funded by the
European Commission, DG Research & Innovation under contract no. 739563
4
EOSC objectives
sharing resources/delivering capacity
FAIR and (appropriately) open research outputs
Balance
FAIRness/openness of results
ease of participation in EOSC
But policies add value to the EOSC
Carrots and sticks
incentives
monitoring
Subsidiarity
EOSC competences
competences of participating organisations
Action Categories
www.eoscpilot.eu
The European Open Science Cloud for Research pilot project is funded by the
European Commission, DG Research & Innovation under contract no. 739563
5
Policy
Actions
EOSC Governance
Working Groups
and expertise
Operational
frameworks/codes
of conduct
Skills, training,
outreach,
advocacy
Policy supporting
services
Panel Discussion
Chair: Prodromos Tsiavos, ARC
Panellists:
Audience contributions via Mentimeter:
Go to www.menti.com and use code 722073
Refer to Policy Recommendations at
https://tinyurl.com/eoscpilotpolicyrecs
www.eoscpilot.eu
The European Open Science Cloud for Research pilot project is funded by the
European Commission, DG Research & Innovation under contract no. 739563
6
Jean-Claude Burgelman, European Commission
Anca Hienola, ICOS
Eva Mendez, Universidad Carlos III de Madrid
Astrid Verheusen, LIBER
www.eoscpilot.eu
The European Open Science Cloud for Research pilot project is funded by the
European Commission, DG Research & Innovation under contract no. 739563
7
Thank you
Principles, Rules, Policies, …
www.eoscpilot.eu
The European Open Science Cloud for Research pilot project is funded by the
European Commission, DG Research & Innovation under contract no. 739563
8
Overall Guiding Principles
Rules of Participation
Policies
EOSC Declaration
Transparency
Openness
Inclusivity
Ethical EOSC
www.eoscpilot.eu
The European Open Science Cloud for Research pilot project is funded by the
European Commission, DG Research & Innovation under contract no. 739563
9
Openness (metadata); transparency (funding, contract
negotiations)
Task-specific groups
Ethics and Legal Advisory Board
1. The EOSC, and its partner or member organisations, should commit to a policy of
full transparency and accountability, in the context of any activity that relates to
EOSC data, data providers, services or users, including activities carried out with
third parties
Open EOSC
www.eoscpilot.eu
The European Open Science Cloud for Research pilot project is funded by the
European Commission, DG Research & Innovation under contract no. 739563
10
AARC framework for interoperable AAI
Minimum metadata schema, APIs
Assurance/certification
Cleared, documented IPR prior to sharing
Coherent, machine readable IPR and licencing policies
Consistent enforcement of Open Access policies, rights and licences
PIDs
Standardise costs - publishing, preservation, RDM
2. Encourage openness and ease of use of resources by developing a
Charter for Access to EOSC Infrastructures, Services and Other Resources
3. Encourage open access to and reutilisation of research outputs
by providing a comprehensive and coherent IPR framework
4. Provide clarity for all participants in Open Science around expected behaviour and
standards by developing and adopting a European Open Science Code of Conduct
DMPs
Data stewardship
Open EOSC
Training for staff of RPOs and RIs - RDM, FAIR, GDPR, Ethics
www.eoscpilot.eu
The European Open Science Cloud for Research pilot project is funded by the
European Commission, DG Research & Innovation under contract no. 739563
11
EOSC rewarding mechanism
Support Open Next Generation Metrics infrastructure
OS included in assessment – OS-CAM
Open Science Policy Monitor and
Registry
5. Help develop the skills essential for the EOSC by developing, supporting and
promoting an EOSC Skills and Capability Framework as a common reference point
6. Provide incentives for practicing Open Science by adopting the
recommendation of the OSPP Working Group on Rewards and embedding
Open Science in the evaluation of researchers at all stages of their careers
7. Support the EOSC Policy Framework by developing and operating
Open Science Policy Supporting Services
Secure EOSC
www.eoscpilot.eu
The European Open Science Cloud for Research pilot project is funded by the
European Commission, DG Research & Innovation under contract no. 739563
12
Monitor derogations from opening clauses to determine EOSC obligations
Produce a data protection framework for personal data focussing on
governance, risk and compliance
EOSC Data Protection Officer recommended
Information Security Framework
Support for determining legal basis for research data processing
Metadata identification tagging
Personal data dashboards
8: Ensure EOSC Open Access research data use and reuse permit the rights and
obligations of the EU data protection regime to be achieved in a fair, transparent
and accountable manner
Cost-effective EOSC
www.eoscpilot.eu
The European Open Science Cloud for Research pilot project is funded by the
European Commission, DG Research & Innovation under contract no. 739563
13
Identify greatest potential
Specialist expertise and (human) resource
Future exemption to EC Procurement
Directive requirement to identify all
potential users?
9: Aggregated procurement should be utilised when making resources available to
the EOSC marketplace to realise efficiencies in the buying process, implementation
of common standards and economies of scale with multiple suppliers

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EOSC Policy Session - EOSC Stakeholders Forum 2018

  • 1. EOSCpilot Policy Recommendations Stakeholder Forum Policy Session Vienna 22 November 2018 Dale Robertson, Jisc www.eoscpilot.eu The European Open Science Cloud for Research pilot project is funded by the European Commission, DG Research & Innovation under contract no. 739563 1
  • 2. EOSCpilot Policy Engagement Work www.eoscpilot.eu The European Open Science Cloud for Research pilot project is funded by the European Commission, DG Research & Innovation under contract no. 739563 2 Aim: Establish the policy environment required for the effective operation of, access to and use of the EOSC Landscape Review Jan 2018 43 Draft Recommendations Open Science Data Protection Procurement Ethics Aug 2018 Final Recommendations: specific, actionable proposals
  • 3. What We’ve Come Up With www.eoscpilot.eu The European Open Science Cloud for Research pilot project is funded by the European Commission, DG Research & Innovation under contract no. 739563 3 Policy Proposition: To realise an Ethical, Open, Secure and Cost-effective research environment in Europe Nine high-level recommendations supporting actions (draft) https://tinyurl.com/eoscpilotpolicyrecs
  • 4. Some Considerations www.eoscpilot.eu The European Open Science Cloud for Research pilot project is funded by the European Commission, DG Research & Innovation under contract no. 739563 4 EOSC objectives sharing resources/delivering capacity FAIR and (appropriately) open research outputs Balance FAIRness/openness of results ease of participation in EOSC But policies add value to the EOSC Carrots and sticks incentives monitoring Subsidiarity EOSC competences competences of participating organisations
  • 5. Action Categories www.eoscpilot.eu The European Open Science Cloud for Research pilot project is funded by the European Commission, DG Research & Innovation under contract no. 739563 5 Policy Actions EOSC Governance Working Groups and expertise Operational frameworks/codes of conduct Skills, training, outreach, advocacy Policy supporting services
  • 6. Panel Discussion Chair: Prodromos Tsiavos, ARC Panellists: Audience contributions via Mentimeter: Go to www.menti.com and use code 722073 Refer to Policy Recommendations at https://tinyurl.com/eoscpilotpolicyrecs www.eoscpilot.eu The European Open Science Cloud for Research pilot project is funded by the European Commission, DG Research & Innovation under contract no. 739563 6 Jean-Claude Burgelman, European Commission Anca Hienola, ICOS Eva Mendez, Universidad Carlos III de Madrid Astrid Verheusen, LIBER
  • 7. www.eoscpilot.eu The European Open Science Cloud for Research pilot project is funded by the European Commission, DG Research & Innovation under contract no. 739563 7 Thank you
  • 8. Principles, Rules, Policies, … www.eoscpilot.eu The European Open Science Cloud for Research pilot project is funded by the European Commission, DG Research & Innovation under contract no. 739563 8 Overall Guiding Principles Rules of Participation Policies EOSC Declaration Transparency Openness Inclusivity
  • 9. Ethical EOSC www.eoscpilot.eu The European Open Science Cloud for Research pilot project is funded by the European Commission, DG Research & Innovation under contract no. 739563 9 Openness (metadata); transparency (funding, contract negotiations) Task-specific groups Ethics and Legal Advisory Board 1. The EOSC, and its partner or member organisations, should commit to a policy of full transparency and accountability, in the context of any activity that relates to EOSC data, data providers, services or users, including activities carried out with third parties
  • 10. Open EOSC www.eoscpilot.eu The European Open Science Cloud for Research pilot project is funded by the European Commission, DG Research & Innovation under contract no. 739563 10 AARC framework for interoperable AAI Minimum metadata schema, APIs Assurance/certification Cleared, documented IPR prior to sharing Coherent, machine readable IPR and licencing policies Consistent enforcement of Open Access policies, rights and licences PIDs Standardise costs - publishing, preservation, RDM 2. Encourage openness and ease of use of resources by developing a Charter for Access to EOSC Infrastructures, Services and Other Resources 3. Encourage open access to and reutilisation of research outputs by providing a comprehensive and coherent IPR framework 4. Provide clarity for all participants in Open Science around expected behaviour and standards by developing and adopting a European Open Science Code of Conduct DMPs Data stewardship
  • 11. Open EOSC Training for staff of RPOs and RIs - RDM, FAIR, GDPR, Ethics www.eoscpilot.eu The European Open Science Cloud for Research pilot project is funded by the European Commission, DG Research & Innovation under contract no. 739563 11 EOSC rewarding mechanism Support Open Next Generation Metrics infrastructure OS included in assessment – OS-CAM Open Science Policy Monitor and Registry 5. Help develop the skills essential for the EOSC by developing, supporting and promoting an EOSC Skills and Capability Framework as a common reference point 6. Provide incentives for practicing Open Science by adopting the recommendation of the OSPP Working Group on Rewards and embedding Open Science in the evaluation of researchers at all stages of their careers 7. Support the EOSC Policy Framework by developing and operating Open Science Policy Supporting Services
  • 12. Secure EOSC www.eoscpilot.eu The European Open Science Cloud for Research pilot project is funded by the European Commission, DG Research & Innovation under contract no. 739563 12 Monitor derogations from opening clauses to determine EOSC obligations Produce a data protection framework for personal data focussing on governance, risk and compliance EOSC Data Protection Officer recommended Information Security Framework Support for determining legal basis for research data processing Metadata identification tagging Personal data dashboards 8: Ensure EOSC Open Access research data use and reuse permit the rights and obligations of the EU data protection regime to be achieved in a fair, transparent and accountable manner
  • 13. Cost-effective EOSC www.eoscpilot.eu The European Open Science Cloud for Research pilot project is funded by the European Commission, DG Research & Innovation under contract no. 739563 13 Identify greatest potential Specialist expertise and (human) resource Future exemption to EC Procurement Directive requirement to identify all potential users? 9: Aggregated procurement should be utilised when making resources available to the EOSC marketplace to realise efficiencies in the buying process, implementation of common standards and economies of scale with multiple suppliers