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Open Science
Opportunities in Open Science
National Library of Sweden, Vinnova,
SW NOAD Open Aire, SW Research Council,
H2020 contact agencies
Stockholm, 19-1-2017
Jean-Claude BURGELMAN
R. Von Schomberg
European Commission
Head of Unit
DG Research & Innovation
A.6-Data, Open Access and Foresight
Open Science: a new approach to
the research process
Open Science
• A systemic change to the way science is organised and research is
carried out
• Based on cooperative work and new ways of diffusing and sharing
knowledge using digital technologies and new collaborative tools
• It affects virtually all components of doing science and research,
from conceptual work to publishing, from empirical research to data-
analysis.
• Shifting focus from "publishing as fast as possible" to "sharing
knowledge as early as possible"
Notes: tiam ultricies nisi vel augue. Curabitur ullamcorper ultricies nisi. Nam eget dui. Etiam 
rhoncus. Maecenas tempus, tellus eget condimentum rhoncus, sem quam semper libero,
Collaborative 
bibliographies
Analysis
Impact Story
Runmycode.org
Sci-starter.com
Openannotation.org
An emerging
ecosystem of services
and standards
Open Science – It's real!
Why?
• Open Science has the potential to increase the quality,
impact and benefits of science (…) by making it more
reliable, more efficient and accurate, better
understandable by society and responsive to societal
challenges (COMPET, 27.5.2016)
4
 Better value for money by strengthening the productivity of the 
European science and research system through the uptake of 
results by businesses, in particular SMEs that may not have the 
resources to pay for access to research results
 More transparency, openness and networked collaboration leading 
to a higher degree of responsiveness of the research community to 
societal challenges
 A sound science and society relationship: more openness may also 
lead to more trustworthy science from the point of view of the 
citizen and civil society organisations (NGOs)
 Big and open data are estimated to add 1.9% of EU‐28 GDP by 
2020. 
Great opportunities
 Wider dissemination and sharing of the results
 Involvement in more interdisciplinary research
 More visibility and credit for those collecting and sharing 
underlying research data
 Involvement in international networks full of potential
 New career paths e.g. data scientists, start‐ups, science 
diplomacy 
Great opportunities for researchers
What is at stake?
In total in 2014, LERU members 
alone had an economic impact 
across Europe of
• €71.2 billion GVA
• 900,000 jobs
• Study by BiGGAR economics
•www.biggareconomics.co.uk
How - genesis of EC policy
Extensive stakeholder consultation
 Public consultation (July-September 2014)
 Validation workshops (October-December 2014)
 Final report (February 2015):
http://ec.europa.eu/research/consultations/science-2.0/science_2_0_final_report.pdf
Broad consensus on key policy action lines
Strong support by MS and Council
 Policy debate & Council conclusions 'data-driven economy' May 2015
 Presidency conference Open Science & Council conclusions 'open science') May 2016
Reflected in the Commission top priorities and actions
 Included in the Digital Single Market strategy May 2015
 European Open Science Agenda May 2015
 High Level Expert Groups on 8 Action Lines
 Open Science Policy Platform
8
5 broad policy action lines…
• … originating from public consultation, validated
by stakeholders incl. MS and endorsed in DSM
 Fostering and creating incentives for open science
 Removing barriers for open science
 Mainstreaming and further promoting open access policies
 Developing an open science cloud
 Embedding open science in society to make science more responsive
to societal and economic expectations
9
1. Reward systems
2. Measuring quality and impact: altmetrics
3. Future of scholarly publishing
4. FAIR open data
5. Open Science Cloud
6. Research integrity
7. Citizen Science
8. Open education and skills
8 key issues to adress
8 top level ambitions to realise
• … 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: The role of alternative metrics in replacing/complementing
conventional indicators for research quality and impact (e.g. Journal
Impact Factors and citations)
 Future of Scholarly publishing: All peer reviewed scientific
publications are freely accessible
11
Eight top level 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 publically 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: Citizen scientists significantly contribute and are
recognised as valid knowledge producers of European science
12
1. Reward systems
2. Measuring quality and impact: altmetrics
3. Changing business models for publishing
4. FAIR open data
5. Open Science Cloud
6. Research integrity
7. Citizen Science
8. Open education and skills
A new way of doing policy
Open Science Policy Platform
• May 2016 Competitiveness Council:
• "NOTES the establishment of the Open Science Policy Platform by the Commission,
which aims at supporting the further development of the European Open Science
policy and promoting the uptake by stakeholders of best practices, including issues
such as adapting reward and evaluation systems, alternative models for open
access publishing and management of research data (including archiving),
altmetrics, guiding principles for optimal reuse of research data, development and
use of standards, and other aspects of open science such as fostering research
integrity and developing citizen science";
• Commissioner Moedas will inform the Council biannually on
advances of the Platform
Co-design! Ensuring strong stakeholder involvement in preparation,
implementation and take-up
15
OSPP – goals
1. Catalyse the transition towards Open Science
Advance Open Science in order to radically increase the
quality and impact of European science
2. Identify the issues
Work along the 8 priorities of the Open Science Agenda
Harvest & connect what's happening ' outside' (RDA, MS,
G7,..)
Make use of the expert groups, network, outside expertise,
best practices, …
Set up/work on new ideas (Right of initiative)
3. Connect the issues
Have an overarching view 16
1. First meeting on 19 September 2016
 Initial exchange with Commissioner Moedas
 Working method
 Discussions on Open Access to Publication and Data; and on Integrity
2. Second meeting on 9 December 2016
 Open Science Cloud
 Citizen Science
 Open Access Publishing Requirements
3. Third meeting on 20 March 2017
 Altmetrics
 …
Open Science Policy Platform – Meetings
Where are we today?
2 policy domains at the stage of implementation
• 1. Open access (publications and data)
• 2. European Open Science Cloud (EOSC)
From FP7 to H2020: OA to publications
from pilot to underlying principle
• Obligation to provide OA, either through the Green or Gold way in all
areas (deposition mandatory either way)
• Allowed embargoes: 6/12m
• Gold open access costs eligible for reimbursement as part of the
project budget while the project runs & post‐grant support being
piloted through OpenAIRE
• Authors encouraged to retain copyright and grant licences instead
Optimal re-use of Research Data
• Competitiveness Council:
• 1.Make research data produced by
H2020 open by default
• 2.Encourage MS to Promote data
stewardship and implement data
management plans
• 3.Encourage MS and Commission
to follow FAIR principles in
research programmes and funding
mechanisms
• Follow-Up by Stakeholders, EC
and MS:
• 1. As of 2017, Open Data is the
default option under H2020- Data
Management Plans will be
mandatory
• 2. Evaluation of MS advances on
Open Data will be necessary
• 3. Evaluation of MS advances on
Open Data will be necessary;
Expert Group on FAIR data will
advise DG RTD in course of 2017
European Open Science Cloud
• Competitiveness Council:
• "CALLS on the Commission, in
cooperation with Member States
and stakeholders, to explore
appropriate governance and
funding frameworks'
• European Commission-Follow up
of the April 2016 Communication
on a European Cloud Initiative:
• Commission will need to have a
roadmap for funding of European
Open Science Cloud: early 2017
22
HLEG EOSC report (11-10 2016)
• Publication of First report by the Commission 
High Level Expert Group on the European 
Open Science Cloud
• Including recommendations on Policy, 
Governance and Implementation
http://ec.europa.eu/research/openscience/in
dex.cfm?pg=open-science-cloud
Remainder of H2020: actions on
Open Science
• Scheduled Launch of a call under Science with and for Society
(SWAFS): Open Science in Action (scheduled call for April 2017)
• The challenge is to operationalise an Open Science rationale for one
or more of the societal challenges defined under Horizon 2020
• (such as Health, Food Security, Climate Action etc) in order to offer
research and innovation solutions.
• This should be done by a knowledge coalition based of civil society
organisations, industry, government, academia and possibly citizen
scientists, which are committed to work together and share
knowledge and data among each other and interested third parties,
thus putting Open Science in action- can include Citizen Science
Remainder of H2020: actions on
Open Science
• Preparations for Work programmes 2018-2020
• Substantial Funding of European Open Science
Cloud initiatives: specifics will be known by April
2017
And last but not least: going global
Open Science and the G7, G20, RDA etc
• G7-Autumn 2017, Italy scheduled to adopt statement on Open Science
with special reference to global dimension of Open Science Cloud and
Rewards for Researchers to engage with Open Science
• The G20 Science, Technology and Innovation Ministers Meeting of 4
November 2016 stated: 'We encourage discussion on open science and
access to publicly-funded research results on findable, accessible,
interoperable and re-usable (FAIR) principles in order to increase
collaboration on science and research activities’.
And also
• Global Science Forum under the OECD is developing a framework for
open and inclusive collaboration in Science in order to define future work
priorities on Open Science
• UNESCO, RDA, …
In one word….
Exiting policy times
as now is time to bring open science from
vision to reality
Let co-do it!
Thank you
Jean-Claude.BURGELMAN@ec.europa.eu
And btw ….
Open Science Stockholm

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Open Science Stockholm

  • 1. Open Science Opportunities in Open Science National Library of Sweden, Vinnova, SW NOAD Open Aire, SW Research Council, H2020 contact agencies Stockholm, 19-1-2017 Jean-Claude BURGELMAN R. Von Schomberg European Commission Head of Unit DG Research & Innovation A.6-Data, Open Access and Foresight
  • 2. Open Science: a new approach to the research process Open Science • A systemic change to the way science is organised and research is carried out • Based on cooperative work and new ways of diffusing and sharing knowledge using digital technologies and new collaborative tools • It affects virtually all components of doing science and research, from conceptual work to publishing, from empirical research to data- analysis. • Shifting focus from "publishing as fast as possible" to "sharing knowledge as early as possible" Notes: tiam ultricies nisi vel augue. Curabitur ullamcorper ultricies nisi. Nam eget dui. Etiam  rhoncus. Maecenas tempus, tellus eget condimentum rhoncus, sem quam semper libero,
  • 4. Why? • Open Science has the potential to increase the quality, impact and benefits of science (…) by making it more reliable, more efficient and accurate, better understandable by society and responsive to societal challenges (COMPET, 27.5.2016) 4
  • 5.  Better value for money by strengthening the productivity of the  European science and research system through the uptake of  results by businesses, in particular SMEs that may not have the  resources to pay for access to research results  More transparency, openness and networked collaboration leading  to a higher degree of responsiveness of the research community to  societal challenges  A sound science and society relationship: more openness may also  lead to more trustworthy science from the point of view of the  citizen and civil society organisations (NGOs)  Big and open data are estimated to add 1.9% of EU‐28 GDP by  2020.  Great opportunities
  • 6.  Wider dissemination and sharing of the results  Involvement in more interdisciplinary research  More visibility and credit for those collecting and sharing  underlying research data  Involvement in international networks full of potential  New career paths e.g. data scientists, start‐ups, science  diplomacy  Great opportunities for researchers
  • 7. What is at stake? In total in 2014, LERU members  alone had an economic impact  across Europe of • €71.2 billion GVA • 900,000 jobs • Study by BiGGAR economics •www.biggareconomics.co.uk
  • 8. How - genesis of EC policy Extensive stakeholder consultation  Public consultation (July-September 2014)  Validation workshops (October-December 2014)  Final report (February 2015): http://ec.europa.eu/research/consultations/science-2.0/science_2_0_final_report.pdf Broad consensus on key policy action lines Strong support by MS and Council  Policy debate & Council conclusions 'data-driven economy' May 2015  Presidency conference Open Science & Council conclusions 'open science') May 2016 Reflected in the Commission top priorities and actions  Included in the Digital Single Market strategy May 2015  European Open Science Agenda May 2015  High Level Expert Groups on 8 Action Lines  Open Science Policy Platform 8
  • 9. 5 broad policy action lines… • … originating from public consultation, validated by stakeholders incl. MS and endorsed in DSM  Fostering and creating incentives for open science  Removing barriers for open science  Mainstreaming and further promoting open access policies  Developing an open science cloud  Embedding open science in society to make science more responsive to societal and economic expectations 9
  • 10. 1. Reward systems 2. Measuring quality and impact: altmetrics 3. Future of scholarly publishing 4. FAIR open data 5. Open Science Cloud 6. Research integrity 7. Citizen Science 8. Open education and skills 8 key issues to adress
  • 11. 8 top level ambitions to realise • … 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: The role of alternative metrics in replacing/complementing conventional indicators for research quality and impact (e.g. Journal Impact Factors and citations)  Future of Scholarly publishing: All peer reviewed scientific publications are freely accessible 11
  • 12. Eight top level 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 publically 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: Citizen scientists significantly contribute and are recognised as valid knowledge producers of European science 12
  • 13. 1. Reward systems 2. Measuring quality and impact: altmetrics 3. Changing business models for publishing 4. FAIR open data 5. Open Science Cloud 6. Research integrity 7. Citizen Science 8. Open education and skills A new way of doing policy
  • 14. Open Science Policy Platform • May 2016 Competitiveness Council: • "NOTES the establishment of the Open Science Policy Platform by the Commission, which aims at supporting the further development of the European Open Science policy and promoting the uptake by stakeholders of best practices, including issues such as adapting reward and evaluation systems, alternative models for open access publishing and management of research data (including archiving), altmetrics, guiding principles for optimal reuse of research data, development and use of standards, and other aspects of open science such as fostering research integrity and developing citizen science"; • Commissioner Moedas will inform the Council biannually on advances of the Platform
  • 15. Co-design! Ensuring strong stakeholder involvement in preparation, implementation and take-up 15
  • 16. OSPP – goals 1. Catalyse the transition towards Open Science Advance Open Science in order to radically increase the quality and impact of European science 2. Identify the issues Work along the 8 priorities of the Open Science Agenda Harvest & connect what's happening ' outside' (RDA, MS, G7,..) Make use of the expert groups, network, outside expertise, best practices, … Set up/work on new ideas (Right of initiative) 3. Connect the issues Have an overarching view 16
  • 17. 1. First meeting on 19 September 2016  Initial exchange with Commissioner Moedas  Working method  Discussions on Open Access to Publication and Data; and on Integrity 2. Second meeting on 9 December 2016  Open Science Cloud  Citizen Science  Open Access Publishing Requirements 3. Third meeting on 20 March 2017  Altmetrics  … Open Science Policy Platform – Meetings
  • 18. Where are we today? 2 policy domains at the stage of implementation • 1. Open access (publications and data) • 2. European Open Science Cloud (EOSC)
  • 19. From FP7 to H2020: OA to publications from pilot to underlying principle • Obligation to provide OA, either through the Green or Gold way in all areas (deposition mandatory either way) • Allowed embargoes: 6/12m • Gold open access costs eligible for reimbursement as part of the project budget while the project runs & post‐grant support being piloted through OpenAIRE • Authors encouraged to retain copyright and grant licences instead
  • 20. Optimal re-use of Research Data • Competitiveness Council: • 1.Make research data produced by H2020 open by default • 2.Encourage MS to Promote data stewardship and implement data management plans • 3.Encourage MS and Commission to follow FAIR principles in research programmes and funding mechanisms • Follow-Up by Stakeholders, EC and MS: • 1. As of 2017, Open Data is the default option under H2020- Data Management Plans will be mandatory • 2. Evaluation of MS advances on Open Data will be necessary • 3. Evaluation of MS advances on Open Data will be necessary; Expert Group on FAIR data will advise DG RTD in course of 2017
  • 21. European Open Science Cloud • Competitiveness Council: • "CALLS on the Commission, in cooperation with Member States and stakeholders, to explore appropriate governance and funding frameworks' • European Commission-Follow up of the April 2016 Communication on a European Cloud Initiative: • Commission will need to have a roadmap for funding of European Open Science Cloud: early 2017
  • 22. 22 HLEG EOSC report (11-10 2016) • Publication of First report by the Commission  High Level Expert Group on the European  Open Science Cloud • Including recommendations on Policy,  Governance and Implementation http://ec.europa.eu/research/openscience/in dex.cfm?pg=open-science-cloud
  • 23.
  • 24. Remainder of H2020: actions on Open Science • Scheduled Launch of a call under Science with and for Society (SWAFS): Open Science in Action (scheduled call for April 2017) • The challenge is to operationalise an Open Science rationale for one or more of the societal challenges defined under Horizon 2020 • (such as Health, Food Security, Climate Action etc) in order to offer research and innovation solutions. • This should be done by a knowledge coalition based of civil society organisations, industry, government, academia and possibly citizen scientists, which are committed to work together and share knowledge and data among each other and interested third parties, thus putting Open Science in action- can include Citizen Science
  • 25. Remainder of H2020: actions on Open Science • Preparations for Work programmes 2018-2020 • Substantial Funding of European Open Science Cloud initiatives: specifics will be known by April 2017
  • 26. And last but not least: going global Open Science and the G7, G20, RDA etc • G7-Autumn 2017, Italy scheduled to adopt statement on Open Science with special reference to global dimension of Open Science Cloud and Rewards for Researchers to engage with Open Science • The G20 Science, Technology and Innovation Ministers Meeting of 4 November 2016 stated: 'We encourage discussion on open science and access to publicly-funded research results on findable, accessible, interoperable and re-usable (FAIR) principles in order to increase collaboration on science and research activities’. And also • Global Science Forum under the OECD is developing a framework for open and inclusive collaboration in Science in order to define future work priorities on Open Science • UNESCO, RDA, …
  • 27. In one word…. Exiting policy times as now is time to bring open science from vision to reality
  • 28. Let co-do it! Thank you Jean-Claude.BURGELMAN@ec.europa.eu And btw ….