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The European Open Science Cloud: just what is it?

Presented at Jisc and CNI leaders conference 2018, 2 July 2018, Oxford, UK ( The European Open Science Cloud. What exactly is it? In principle it is conceived as a virtual environment with open and seamless services for storage, management, analysis and re-use of research data, across borders and scientific disciplines. How? By federating existing scientific data infrastructures, currently dispersed across disciplines and Member States. In practice, what it is depends on the stakeholder. To European Research Infrastructures it’s a coordinated mission to organise and exchange their data, metadata, software and services to be FAIR – Findable, Accessible, Interoperable, Reusable – and to use e-Infrastructures, either EU or commercial. To EU e-Infrastructures offering data storage and cloud services, it’s a funding mission to integrate their services, policies and organisational structures, and to be used by the Research Infrastructures. To agencies it’s a means to promote Open Science, standardisation, cross-disciplinary research and coordinated investment with a dream of a “one stop shop” for researchers. And for Libraries?

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The European Open Science Cloud: just what is it?

  1. 1. The European Open Science Cloud: just what is it? Professor Carole Goble The University of Manchester, UK Head of Node ELIXIR-UK Chair FAIRDOMAssociation EOSCPilot The European Open Science Cloud for Research pilot project is funded by the European Commission, DG Research & Innovation under contract no. 739563 Jisc and CNI leaders conference 2018, 2 July 2018, Oxford, UK
  2. 2. What is the European Open Science Cloud? With thanks to: Matthew Dovey (EOSCPilot, Jisc) Brian Matthews (EOSCPilot, STFC) MassimoCocco (ENVRI) Rafael Jimenez (ELIXIR Hub) JonathanTedds (ELIXIR-Hub) Nick Juty (ELIXIR-UK,U Man) Shoaib Sufi (Software Sustainability Institute, U Man) ValentinoCavalli (LIBER)
  3. 3. What is the European Open Science Cloud? Explained by ZBW - Leibniz-Informationszentrum Wirtschaft Launching the European Open Science Cloud: A virtual environment for Europe's 1.7 million researchers. Published on 27 May 2016
  4. 4. A trusted virtual environment to store, share & re-use research information. Reduce reinvention! Avoid duplication! Simplify access! Support interdisciplinary re-use! Serve Europe's 1.7 million researchers and 70 million science and technology professionals
  5. 5. From: EOSC Stakeholder Forum, Brussels 28-29 November 2017 Soap-box session: Intermediaries, Research communities & Libraries, Valentino Cavalli
  6. 6. What is the European Open ScienceCloud? Data Driven Digital Economy • data infrastructure to store and manage data • high-speed connectivity to transport data • High Performance Computers to process data • Response to non-EU and commercial drivers Open Science Move, share and re-use data seamlessly • across global markets and borders • among institutions and research disciplines • Trusted free flow of data Facilitate open science and open innovation Add value - scale, data-driven science, inter- disciplinarity, data to knowledge to innovation
  7. 7. What is the European Open ScienceCloud?
  8. 8. The Concept • FAIR principles - Findable, Accessible, Interoperable, Reusable • Top issues – Skills: Data stewards shortage & incentives – Tackling fragmentation: interoperability & access • Key principles – community-based, lightweight, sustainable governance – build on existing excellence – support scientists and innovators & user driven doi:10.2777/940154 2016 EOSC High Level Expert Group
  9. 9. The Concept doi:10.2777/940154 2016 EOSC High Level Expert Group Analogy with the Internet • Not a new major, localised and centrally governed initiative • Minimal, open standards • Ecosystem of services Culture clash • domain researchers • data/ICT professionals
  10. 10. eucli d Pan-European e-Infrastructures Research Infrastructures HPC Centres of Excellence NationalRegional e-Infrastructures Policy and Best Practice NationalLocal Research Infrastructures Integration Projects Thematic e-Infrastructures [Per Oster]
  11. 11. Stakeholders Constellation researchers? ≠ research communities Research Producing Organisations,Academic Institutions and Research Libraries Core users e-infrastructures,VREs and H2020 projects Key building blocks National, Regional or Local Government Agencies Efficient Open Science Research Funding Bodies Catalysts Research Infrastructures The engine of EOSC and basis of a federated EOSC Service Providers Heart of EOSC’s value proposition Learned Societies, Research Communities, Scientific & ProfessionalAssociations Allies Enterprises Opportunities The Public From: EOSCPilot Booklet
  12. 12. Research Infrastructures e-Infrastructures Member state National Infrastructures The European Commission’s Dream Lets simplify the story…. (a constellation of stakeholders) Libraries mainly fit here? Institutional infrastructures? Institutional libraries? – “the Last Mile”. More later! Libraries mainly fit here? Each intersection point is a challenge
  13. 13. The EC Dream Leveraging Investments Overcome fragmentation and ad-hocry many entry points, duplication of efforts across thematic initiatives and different scientific disciplines (e.g. multiple portals, web-platforms, websites, etc.). Multi-disciplinary exchange and reuse through universal access and metadata
  14. 14. Integrate and consolidate Federate to bridge fragmentation Simplify access & (re)use both ways
  15. 15. Domain thematic services Common “cross cutting” services
  16. 16. Communities AAIBioContainers Services… Commercial Services National infrastructures
  17. 17. A Research Infrastructure Perspective Dataandtoolsfromcontributors NationalNodes,Sitemonitoring Community oriented Integration [Based on Massimo Cocco, ENVRI] e-InfrastructuresResearch Infrastructures
  18. 18. National Facilities, Research Infrastructures … and Intermediaries = Libraries Users of EOSC services and resources Suppliers of research data and software Providers of added value services Providers of thematic capabilities (metadata, standards, QC…) Trusted access to communities Knowledge and engagement with researchers Long term and well established co-ordinations at the national level
  19. 19. EOSC Challenges/Opportunities Not green field – hard-won legacy Not just technologies or the e-Infrastructures. • Engagement • Governance • Policies • Scientific Motivation • Skills and Capabilities Research Data and Software Digital services and applications Knowledge and Expertise Instruments [Adapted, Matthew Dovey]
  20. 20. Implementation Roadmap for the European Open Science Cloud, EUROPEAN COMMISSION Brussels, 14.3.2018 SWD(2018) 83 final EOSC Challenges/Opportunities: Data Management Policies Priority measure to improve data management policies at national, European and international level
  21. 21. Challenges / opportunities of e-Infra Service Interoperability multiple federated e-infrastructures Diversity and incompatibility of the AAIs Low awareness of the e- infrastructures and services Network services Diversity of access policies Diversity of services and providers Lack of expertise, training, easy tools, human networks Global AAI Improve Technical interoperability Multidisciplinary mutualised space Common vocabulary, global services catalogue, dissemination Foster adoption, expertise sharing, user tools, human networks [Adapted, Brian Matthews]
  22. 22. Elements of success openin design, participation and use publicly funded and governed with the “commons approach” research-centric with an agile co-design with researchers and research communities comprehensive in terms of universality and inclusiveness of all disciplines diverse and distributed empowering network effects interoperable with common standards for resources and services service oriented and protocol-centric social connecting diverse communities Barriers: policy, funding, lack of interoperability, access policies, coordinated provisioning Implementation Roadmap for the European Open Science Cloud, EC Brussels, 14.3.2018 SWD(2018) 83 final Technical Cultural Scientific Many of the resources and services already exist. Must be scalable, composable, deployable.
  23. 23. 2017 The Community • “Community of Doers” • 70+ Signatures • 33 high level statements • Data Culture & FAIR Data • Research data services and architecture • Governance and funding
  24. 24. Practical considerations for timely implementation of the EOSC -> a MinimalViable Product Recommendations: • Implementation (12) • Open interop & QoS standards, open dev. • Skilling data stewards and data experts • FAIR principles • Ecosystem of services (incl. commercial) • Engagement (5) • Researcher, supply and demand incentives • Steering (4) • Partnerships, doers • Act fast EOSC High Level Expert Group The Practice2018 consultation Closes 5 August 2018 Results 23 November 2018
  25. 25. The Practice EG/Action-plan FAIR Data 34 Recommendations ment/d/1FcnBOPUm- 9gW3gjF18FDoPNUvIn- ojduLeLe0Y8yEH8/edit Consultation - 5th August 2018 EC Commission Expert Group on FAIR Data Have your say! 2018
  26. 26. FAIR Data, Stewardship, Skills and incentives Data & Software Rules of participation with different actors. Comply with legal and technical frameworks Increase legal certainty & trust. Rules Federated Infrastructure, consolidate e-InfrastructuresArchitecture New governance frameworks, all stakeholders – National and Research Infrastructures. Mechanisms, open data obligations, access data across different disciplines Access & Interface Ecosystem of services from a user perspective.Services Governance The Implementation Roadmap (March 2018) result of stakeholder consultation
  27. 27. Governance Executive ExecutiveGovernance Board Strategic National Institution al Forum External Funders Forums Steering Stakeholder Forum Consumer Forums Research Communities Research Producing Organisations Provider Forums Public sector services Enterprise services Technology providers Intermediaries ESFRI E-Infrastructures Provides Solutions Subsidises Incentivises Compensates Objectives Metrics Performance and Impact Report against Objectives Metrics EOSC Resources Working Committees Engaging,Advisory Doing, Implementation Measuring, decision making Scientific Case Requirements & Proposals Technology Requirements & Proposals PolicyPrinciples of Engagement Requirements & Proposals [Adapted from Brian Matthews]
  28. 28. Policies, Principles of engagement processes, procedures…. • Trusted environment • Macro & micro policies • Open science • Data protection, Ethics • Procurement • IT Service Management, SLAs • e-Infrastructure-ish External EOSC Compatible Compliant EOSC Core Resources EOSC Supported Resources ExternallySupported Resources EOSC resources = technical, middleware, knowledge, access and facilitation services EOSC Resource = Services + Data + People
  29. 29. The Implementation Phase 1: 2016 Phase 2: 2017 Phase 3: 2018 Communities “Thematics” & ESFRIs Technical services/infra Governance Thematic communities Top down: EC Funding Calls, High Level Expert Groups, Summits Bottom up: Community Initiatives 6-7 Bn Euro
  30. 30. • Governance framework – Minimal rules of engagement, policy, best practice • Develop demonstrators – 15 pilots with research domains – integrate services & infrastructures – show interop • Stakeholder engagement • Skills and training
  31. 31. The EOSC-hubService Catalogue A single contact point for European researchers Access compute, data storage and analytic tools Business model & procurement framework In-kind contributions
  32. 32. EOSC-Life proposal
  33. 33. 1. Rhetoric Reality reflected by the two different EC DGs A coordinated mission to organise and exchange their data, metadata, software and services to be FAIR To use e- Infrastructures, either EU or commercial A funding mission to integrate their services, policies and organisational structures To be used by the Research Infrastructures A mission to promote Open Science, standardisation, cross- disciplinary research and coordinated optimised investment To be a “one stop shop” for all researchers. The European Commission
  34. 34. Research Infrastructures e-Infrastructures European Open Science Cloud European Accessible Research Commons 2. Cloud and/or Commons reflected by the two different EC DGs shared community resources rules & governance stewardship privacy, GDPR scholarly IP incentives availability seamless, trustworthy, scalable, accessible platform digital objects, metadata F A I R
  35. 35. 3: Federation ≠ Centralisation “Single point of access” “One place”, “Single interface” “The EOSC Service Catalogue” “The EOSC Portal” Default universal entry point for long tail researchers Multiple entry points good and necessary Capability vs platform confusion Or command and control governance Vision decentralised, Implementation centralised; Vision bottom up, Implementation top down.
  36. 36. 3: Federation ≠ Centralisation Dataandtoolsfromcontributors NationalNodes,Sitemonitoring [Based on Massimo Cocco, ENVRI] e-InfrastructuresResearch Infrastructures USERS USERS USERS USERS
  37. 37. 4. Pan-Discipline Reuse Fantasy Universal metadata for all disciplines? Really? • EOSCpilot observation – no pan- discipline demonstrators. • Ecosystem of metadata catalogues in the disciplines – Poor at exposing metadata useful for EOSC e-Infra services • Single metadata standard exchange between catalogues? – Find, Access – ok – Interoperate, Reuse – no.
  38. 38. Data Interoperability Federated, multi-entry, lightweight, COTS protocols interoperability between legacy infra data catalogues Flexible metadata models to embrace domain specifics Common and minimum metadata for finding and accessing data [Adapted, Rafael Jimenez]
  39. 39. <data> data access metadata index metadata discovery metadata access Data resources Dataset metadata catalogues Services OmicsDI for exposing dataset metadata (based on EDMI metadata to find and access datasets scalable and composable and deployable Data Interoperability Federated, multi-entry, lightweight, COTS protocols interoperability between legacy infra data catalogues [Adapted, Rafael Jimenez]
  40. 40. 5.The Researchers?The Last Mile* EOSC can be used by researchers and institutions • On-boarding ramps and reuse analysis platforms • Access, support and enablement • Incentives and rewards *The ‘last mile’ challenge for European research e-infrastructures Cloud-based automated compilation and submission of a data paper to a journal Universal tagging of Life Science datasets, tools, protocols using web-standard techniques -> knowledge graph Data2Paper Cloud-based integrative workflows and analysis over EOSC resources Platforms to help researchers manage their own research outputs, and upload /link to EOSC resources
  41. 41. Whither “intermediary” libraries and researchers? Skills landscape and gap analysis Skills workshops - how to fill the competence gaps Skills framework linking EOSC services to competences Recommendations to service providers and governance Scoping training- as-a-service in EOSC Layered model for delivering training/ information Jisc Partners DCC DANS EGI.ue KIT LIBER “An important aspect of the EOSC is… professional data management and long term data stewardship.” A Cloud on the 2020 Horizon, EOSC HLEG more than Skills &Training [Adapted, Brian Matthews]
  42. 42. The “intermediary” libraries National Infrastructures FAIR Data Stewardship & Curation RepositoryCertification Catalogue management Linking with publications Life cycle management Long term archiving Metadata & Standards Repository management Credit & scholary comms Linking institutional data platforms and their researchers with EOSC Skills An environment for researchers to be most effective in publication, dissemination, long-term preservation and reuse of all types of research results.
  43. 43. So….. What is EOSC? An EU driven attempt to drive forward open sciences by assembling a virtual environment to store, share & re-use FAIR research information out of prior investments. In practice depends on where you come from. Challenges for implementation instruments and entrenched legacy to meet the vision Research Libraries users/enablers – providers? • Uptake of the FAIR principles • Driving Open Science • Scholarship evaluation • Add value to data-driven research, inter-disciplinarity, data to knowledge to innovation)
  44. 44. Funder Acknowledgements The European Open Science Cloud for Research pilot project is funded by the European Commission, DG Research & Innovation under contract no. 739563