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Katarzyna Szkuta: "The European Open Science Cloud and the Open Science Policy"

  1. The European Open Science Cloud and the Open Science Policy EERA-Session: Open Science and Educational Research> Inclusion and Exclusion at the European Science Cloud September 5, 2018 Bolzano, Italy European Commission DG Research and Innovation RTD.A2. Open Data Policy and Science Cloud Katarzyna SZKUTA
  2. Opening up the full research cycle It’s not only about Open Access or Open Data, it is changing the way we do science, and the system of services, products and standards is building up Szkuta, Osimo 2016
  3. For citizens and policy makers • More transparency of the science system: the public taxpayer has this right and it can only enhance the quality of science • Fit for 21st century science purpose: all grand societal challenges need cross disciplinary research • Faster circulation of new ideas: in the academia and beyond - we have 22 million EU SME's that will have access to top notch research without having to significantly pay for it! • Better ROI of the R&I investments: if all the results of our public research are made reusable, more productive use follows by default Why promoting Open Science? For researchers: • Wider dissemination and sharing of their results • More visibility and credit • New career paths e.g. data scientists, start-ups, science diplomacy
  4. Enablers Image by Nick Youngson CC BY-SA 3.0 Alpha Stock Images o policy measures, o individual practice of scientists, o and new infrastructure and services.
  5. "As I see it, European success now lies in sharing as soon as possible, (…). The days of open science have arrived." "Presidency Conference Open Science", Amsterdam, April 4th, 2016 Therefore: top level policy priority
  6. 2007 • EC Communication on Scientific Information 2008 • 7th Framework Programme (FP) Open Access Pilot 2012 • Recommendation on OA to and preservation of scientific information • Communication on European Research Area (ERA) 2014 • Horizon 2020 Open Access and Open Research Data policies 2015 • Digital Single Market (DSM) strategy 2016 • Council Conclusions on open science (Member States) 2016 • European Cloud Initiative Communication (ECI)- The European Open Science Cloud (EOSC) 2018 • Revision of the 2012 Recommendation in conjunction with PSI Directive 2018 • Council Conclusions on EOSC and the launch of the first phase of the EOSC 2018 • Preparing Open Science for the 9th Framework Programme - Horizon Europe How the European Commission is working on making science more open?
  7. HOLISTIC POLICY AGENDA SCOPE & AMBITIONS 4 with regard to the use & management of research results and data  Open Data: FAIR data sharing is the default for funding scientific research  Science Cloud: All EU researchers are able to deposit, access and analyse European scientific data through the open science cloud, without leaving their desk  Altmetrics: Alternative metrics (next generation metrics) to complement conventional indicators for research quality and impact (e.g. Journal Impact Factors and citations)  Future of scholarly communication: All peer-reviewed scientific publications are freely accessible 7 8 policy priorities agreed in 2016
  8. HOLISTIC POLICY AGENDA SCOPE & AMBITIONS 4 with regard to relations with research actors (researchers, institutions and funders)  Rewards: The European research career evaluation system fully acknowledges Open Science activities  Research Integrity: All publicly funded research in the EU adheres to commonly agreed Open Science Standards of Research Integrity  Education and skills: All young scientists in Europe have the necessary skills and support to apply Open Science research routines and practices  Citizen Science: Citizens significantly contribute and are recognised as valid knowledge producers of European science 8 8 policy priorities agreed in 2016
  9. • The main changes • Research data management (incl. FAIR data) • Incentives schemes and reward systems for researchers to share data and commit to other Open Science practices • Skills and competences regarding scientific information • Text and Data Mining (TDM) and technical standards that enable re-use • Infrastructures for Open Science (incl. European Open Science Cloud) • The expected impact • An even more powerful policy instrument that is fit for purpose • The next steps • A new compass for Member States Commission Recommendation on access to and preservation of scientific information A stronger instrument
  10. The evolution of the EU funding programmes for R&I FP7 OA Green or Gold+Green Pilot H2020 OA Green or Gold+Green obligation & ORD/DMP Pilot H2020 OA Green or Gold+Green obligation & ORD/DMP by default FP9 Will go beyond OA and embrace and embed Open Science
  11. Open Science across the programme  Mandatory Open Access to publications: beneficiaries must ensure the existence of sufficient rights to comply with open access requirements  Mandatory Data Management Plan for FAIR (Findable, Accessible, Interoperable, Re-usable) and Open Research Data : the norm for all research data with possibilities to opt-out from open access requirements Horizon Europe will support researcher skills and reward systems for open science. Certain work programmes may require additional open science practices and the use of European Open Science Cloud. Open Science Will ensure better exploitation of R&I results, increase the innovation potential of results and support the active engagement of society
  12. Open Science policies: summing up the current focus of work • Designing an FP9 that is permeated by open science and reflects ambitions! • Launching the 1st phase of the EOSC • Revision of recommendation and Public Sector Information Directive - mainstreaming/uptake in MS • Provide more options for grantees and do as we preach: the Open Research Europe publishing platform Significant emphasis on research data, especially through EOSC and FP9 policy
  13. The European Open Science Cloud Not a cloud made in Brussels
  14. • Vision is now as clear to external stakeholders as it is internally. • Single online platform where all European researchers will be able to: • Find, access and re-use data produced by other scientists. • Deposit, analyse and share data they have been paid to produce. • Initially (until 2020), the EOSC will build on existing investments, no/little fresh money is needed • The Commission provides top-up money to set up and organise the federation and to start creating common European resources. • EOSC will provide 1.7m EU researchers an environment with free, open services for data storage, management, analysis and re-use across disciplines. • EOSC will JOIN existing and emerging horizontal and thematic data infrastructures, bridging todays fragmentation and ad-hoc solutions. • EOSC will add value (scale, data-driven science, inter- disciplinarity, faster innovation) and leverage past infrastructure investment (10b per year by MS, two decades EU investment). From Vision …. … to Action After the EOSC Vision has been adopted and embraced by the relevant stakeholders, it is now time for action Source: RTD Vision endorsed by the EP, by the EESC and the CoR, by the G7 and copied, literally, by a host of nations globally: Japan, Canada and China. 14
  15. EOSC PORTAL ESFRIs e-Infrastructures EIROs SERVICE CATALOGUE Applications Computing Software Storage Data Under the federated model, access to data would be universal but legacy would be taken into account Source: RTD
  16. Stakeholders meetings: EOSC Summit 2017 Followed by the EOSC Declaration, 26 October 2017 • 33 high level statements  Data culture & FAIR data,  Research data services & architecture,  Governance and funding • Signed by +70 scientific stakeholders ('Coalition of the Doers')
  17. 2nd EOSC Summit: 11 June 2018 o A plenary session to share and discuss the EOSC implementation roadmap o 2 workshops & launch of stakeholder consultations (11 June - 5 August): o EOSC Rules of Participation o FAIR data action plan
  18. Launch of the European Open Science Cloud (EOSC) Governance Structure – 23 November ● at the Austrian Presidency Conference ● University of Vienna ● 2018-11-23-EOSC-Launch.html
  19. Source: RTD, SWD 2018 (83) Implementation Roadmap for the EOSC FAIR data management and tools. A common data language to ensure data stewardship across borders/disciplines based on FAIR principles. b. Data Rules of participation for different EOSC actors. An opportunity to comply with existing legal and technical frameworks and increase legal certainty & trust. e. Rules Architecture of the federated infrastructures as the solution to the current fragmentation in research data infrastructures which are insufficiently interoperable. a. Architecture Governance of the EOSC, aiming at ensuring EU leadership in data-driven science but requiring new governance frameworks. Mechanisms/interfaces for accessing EOSC. A simple way for dealing with open data obligations or accessing research data across different disciplines. d. Access & Interface Available services from a user perspective. A rich environment offering a wide range of services covering the needs of the users. c. Services f. Governance 19
  20.  The process of federation will be implemented:  Gradually;  On a voluntary basis;  According to a well-defined extent of involvement for data infrastructures;  Based on simple guidelines consistent with existing good practices. Architecture Federation of research/data infrastructures
  21. Services for European researchers 1. A researcher will find five types of services in the EOSC: 1. Identification and authentication, and an access point and routing system towards the resources of the EOSC 2. A protected & personalised work environment/space (e.g. logbook, settings, compliance record and pending issues) 3. Access to relevant information (e.g. status of EOSC, list of infrastructures, policy-related information, compliance framework) and specific guidelines (e.g. how to make data FAIR, certify a repository or service, procure joint services) 4. Services to find, access, store, re-use and analyse (e.g. analytics, data merge/fusion, mining) the data generated by others, catalogued appropriately 5. Services to make their own data FAIR, to store them and ensure long-term preservation Researchers would NOT have to pay for most services under 1, 2, 3 & 4, but may need co-funding via a grant or other mechanism for services under 4 & 5 (especially when big data is involved, customization required or great computation power). Services
  22. Cost of not having FAIR data: minimum calculations * Indicator #1 : Time spent Indicator #2 : Cost of storage Indicator #3 : Licence costs Indicator #4 : Research retraction Indicator #5 : Double funding • Split academics & non-academics • EU28 Average researcher salary • Number of researchers • Time dedicated to research • Time wasted • Data volume per researcher/year • Cost per TB • Number of repositories where data is stored • Data retention period • Reduction of the number of repositories where data is stored (FAIR) • Current research data Open • Proportion of data that could be Open • Licence costs bearded by academic research organisations in EU28 • Split academics & non-academics • EU28 Average researcher salary • Number of researchers • Time dedicated to research • Time wasted due to retraction • Funds allocated to research grant in EU28 • Number of research grant in EU28 • Number of suspicious overlaps #1 in € + #2 in € + #3 in € + #4 in € + #5 in € = € 10.2 bn annually FAIR Data * PwC study conducted for the European Commission
  23. EOSC model/access & interface A user should have the choice between different entry points for accessing EOSC services, for practical reasons and to ensure a smooth transition from legacy systems. These different entry points to the EOSC should be similar but not equivalent, all consisting of:  a web-based user interface / front-end, tailored to the specific needs and context of particular user communities, including individual data infrastructures. These entry points would need to comply with a set of minimum requirements.  a common platform (building on the "EOSC Hub" project and further developed in the INFRAEOSC-06-2020a call) or back-end, offerings access to all EOSC shared resources (cf. data pillar) and to the full range of EOSC services via machine-to-machine interfaces. By default, EOSC services should be accessible via the EOSC portal, which should act as a universal entry point for all potential users via a full-fledged user interface, irrespective of geographic location or scientific affiliation. Access & Interface
  24. o The rules of participation define the rights, obligations and accountability of the EOSC actors (notably data producers, service providers, data/service users) against:  agreed tools, specifications, catalogues and standards (‘EOSC shared resources’) and applicable methodologies (framework for FAIR research data)  adopted principles for regulating transactions in the EOSC (e.g. financial mechanisms and procedures, agreements/bylaws established by the EOSC governance framework)  applicable legal frameworks (e.g. GDPR, copyright rules, Data Security and Cybercrime, dispute resolution and redress mechanisms, e-commerce directive) o Differentiating the rules to different EOSC actors taking into account:  The specificities of different scientific disciplines  The diversity and level of readiness of infrastructures and services at discipline, MS and EU level (RIs, eInfras) and the differences in their established rules and processes  The variety of service providers and users that will be involved in the EOSC (e.g. public vs private; horizontal vs specialised)  Changing needs and practices regarding the implementation of the rules, in particular concerning compliance with existing legal frameworks (e.g. GDPR) and emerging ones (e.g. free flow of data) Source: RTD Rules of Participation Rules
  25.  Staged approach in setting governance:  Phase 1 (<end 2020): steering and overseeing the initial EOSC development, primarily led by MS and EC, with stakeholders consulted and advising  Phase 2 (>2020): (following a thorough evaluation) steering and overseeing initial EOSC operations and further development, largely stakeholder-driven, with MS/EC keeping a higher-level oversight role  Guiding principles for 1st phase, supported by EOSC Declaration:  Separation between advisory role, decision-making and implementation  Stakeholders (mainly) advise, propose and implement, while funders (MS/EC) (mainly) set orientations and endorse proposals,  Low intervention cost, light mechanisms, high accountability  Any proposal for governance in 2nd phase would be included in FP9 proposal Source: RTD Governance guiding principles Governance
  26. Source: RTD Governance Three layer structure  EOSC Board of MS/AC and EC representatives to ensure effective supervision of EOSC implementation  Executive Board of stakeholder representatives to help ensure proper EOSC implementation and accountability  Stakeholder Forum to provide input from a wide range of actors
  27. Financing of the EOSC: staged approach  In Phase 1, until 2020:  the Commission will invest EUR 300m to support the core functions of the EOSC as per milestones  Member States would flag the national initiatives that they want to federate into the EOSC and the resources they are willing to provide in kind;  Research funders would start making costs eligible for FAIR data only. In Phase 2, after 2020, the activities of the EOSC could be financed by a mix of funding including possibly deposit fees from national funders The Governance Framework would produce a full cost estimate for the running of the EOSC in Phase 1; based on this, it will prepare a financial prospect for Phase 2, addressing scalability and legacy.
  28. EUROPEAN OPEN SCIENCE CLOUD IN HORIZON EUROPE •Introducing stronger obligations regarding the technical conformity of research data management with EOSC standards •Launching FAIR-conformant certification schemes that ensure compliance with the FAIR principles •Introducing an obligation to store all FP9-funded research data in FAIR-certified repositories – EOSC compliant •Creating a formal entity for further development of the EOSC (2nd phase)
  29.  EOSC Summit forming the coalition of the willing EOSC policy milestones – the Road to Vienna June 2017  EOSC Implementation RoadmapMarch 2018 End 2020  MS+ EC agreement on the future strategic orientation and financing scheme for the EOSC Oct 2017  EOSC Declaration published for endorsements and to seek commitments Nov 2018  Establishment of the Governance structure; MS designate representatives to the EOSC board. Selection of members to the governance structure  Council conclusions endorsing the EOSC RoadmapMay 2018 Fall 2018  Launch of the EOSC governance structure (Austrian Presidency event in Vienna)
  30. Thank you for your attention Website: E-mail:,