Defining EOSC Rules of Engagement Damien Lecarpentier (CSC)

Where are RoEs being discussed in EOSCpilot? T5.3 Service Management Framework T5.3 Outputs & Milestones Service Management Framework Inventory of existing SMF’s in EINFRAs and RIs (M6) D5.3 EOSC Federated Service Management Framework (M18) Definition of the overall service architecture for the EOSC (T5.1), and building of a portfolio and future roadmap of EOSC services from existing research infrastructures and e- infrastructures (T5.2) as well as the related rules of engagement for service providers (T5.3) on which the science demonstrators will be built (T5.4) T2.3.1 Organisational Rules of Engagement Organisational, legal, financial & ethical aspects covered in this task, in particular conflicting rules between scientific organisations & service providers T5.3 expected to provide input to T2.3.1, leading to D.5.4 EOSC Rules of Engagement (M19) 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

T5.3 planning Review existing SMF and rules followed by service providers in existing e-Infrastructures & Research Infrastructures (EGI, EUDAT, PRACE, OpenAIRE, GEANT, ESFRIs, etc.) (M1-6)  Inventory of existing SMF in e-Infras & RIs (Month 6) Organise discussion on common SMF for EOSC (M6-12)  Consult service providers & end-users / customers (what is required & what is possible) Provide a SMF document including a set of rules of engagement for EOSC service providers  D5.3 EOSC Federated Service Management Framework (M18) 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

T5.3 work done so far Review existing SMF and rules followed by service providers in existing e-Infrastructures & Research Infrastructures (EGI, EUDAT, PRACE, OpenAIRE, GEANT, ESFRIS, etc.) (M1-6)  Inventory of existing SMF in e- Infras & RIs (Month 6) Initial survey (living document): https://docs.google.com/document/d/1 QIYwk2OMQzdCzQGorFvnqQnFux9t6SGa q8bM9jpc46g/edit# Initiatives surveyed: EGI, EUDAT, PRACE, GEANT, OpenAIRE & ELIXIR (i.e. only limited subset – not all existing SMFs) Contributors so far: D. Lecarpentier (CSC), A. Lukkarinen (CSC), A. Smith (EBI), P. Kalhem (EBI), D. Castelli (CNR), M. Viljoen (EGI) Introduction 2 What we mean by Service Management Framework 2 Why is a Service Management Framework needed for EOSC? 2 What are the possible approaches and challenges? 2 Looking at what’s out there: some preliminary findings 3 Legal constructs 4 National associations & foundations 4 Contractual agreements 5 International Organisations 6 Service provisioning 6 Rules of engagement for service providers 7 Federated service management 8 Some preliminary conclusions 11 Annex 1 - The FitSM-1 process model 11 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

Some preliminary findings & questions Heterogeneous rules of engagement for service providers within surveyed infrastructures (procedure of inclusion, minimal requirements, monitoring of the rules, access to services and terms of use)  can we define a minimal set or some basic principles? And is this sufficient? Can everybody comply to these rules? Can we accommodate existing rules with new EOSC rules?  Different legal frameworks for organizing activities (AISBL, Stichting, ERICs, Collaboration Agreements, etc.)  is this trivial, or does this reflect fundamental differences related to the nature of service providers and the way services are being provisioned within the infrastructure, including in terms of financial commitment and liabilities? 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

Which EOSC do we want? There is a strong relationship between the kind of EOSC we want and the rules of engagement we can define to achieve this. Is the aim of the EOSC to make all existing services discoverable or to promote a subset of them as EOSC services? Do we want federated service management & provisioning or just a market place? Access: do we want free services at the point of use, or do we accept restrictions?  AAI: Do we want a federated AAI? And if so is this a requirement that each service is connected to this AAI? Openness: Do we really want to promote Open Science & FAIR principles? And if so how shall this translates in term of RoEs? Interoperability: Is this a pre-requisite? Do we follow the recommendations of the European Interoperability Framework for digital public services? And finally… who defines what kind of EOSC we want? 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

More questions… Do the RoEs apply to the service provider as an entity (labelled as EOSC service provider) or to the specific services it wishes to deliver as part of the EOSC (labelled as EOSC service)? Or both? Do we have different rules for different “classes” of services? When can a service be considered as ready for inclusion in the EOSC service catalogue? How do we “retire” services? Who set the rules that any service provider should follow? How do we make sure that the rules are followed?  Who ensures that service providers comply with the rules and that the rules are followed?  Are the rules mandatory or just simple recommendations? How do we reconcile the ambition of being as inclusive as possible so that a multitude of service providers can participate to the EOSC, with the necessity to ensure some coordination, consistency, and ultimately quality of the service provisioning within the 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

Which EOSC do we want? Non- Federated EOSC Federated 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

Non- Federated EOSC SPs A multi-tiered EOSC? Level 3 Level 2 Level 1 No FITSM? Level 3 RoEs? Part FITSM? Level 2 RoEs? Full FITSM Level 1 RoEs? Non- Federated EOSC SPs Federated EOSC SPs 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

Thanks! Task leader: Damien Lecarpentier (CSC) damien.lecarpentier@csc.fi WP mailing list WP5@eoscpilot.eu 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