US CMS Data Preservation Discussion, 16 February 2012 CMS Data Preservation Policy On behalf of Data preservation working group Active Members: Paoti Chang, David Colling, Andreas Heiss, Kati Lasilla-Perini (chair), Sudhir Malik, Patty McBride, Jesus Marco, Liz Sexton-Kennedy, Lucas Taylor, Roberto Tenchini, (CMS) Su ̈ nje Dallmeier-Tiessen, Salvatore Mele (CERN INSPIRE/Open Access)

US CMS Data Preservation Discussion, 16 February Why are we here today? The CMS Collaboration Board in February 2011 set the following mandate: “To produce the CMS data preservation and access policy and a implementation plan, in coordination with CERN and other LHC experiments, to be approved by the Collaboration” Subsequently a task force was created for this purpose There have been 10 meetings of this task force to prepare the above policy and plan, made 2 presentations to the CMS Many of you have provided excellent input to it and also had genuine concerns After several iterations and inputs/concerns, we have a latest draft of the policy that is planned to be presented at the CMS CB meeting March 2, 2012 Today we are here to discuss this policy as a USCMS community and seek agreement

US CMS Data Preservation Discussion, 16 February Why is this important to (US)CMS? Requests for open access to publicly funded data becoming frequent from our funding agencies We are not “special” - our very hard earned funding is in competition with other fields which already offer open access to their data Climate, Astrophysics, Molecular biology ….. Funding agencies may want more value for their money and ask for more than we may be ready to give We now have a unique opportunity to define a policy before it is imposed on review our Modus operandi and adapt our practices to still make it in time Enable us in a position to provide a unique response to the present and future requests

US CMS Data Preservation Discussion, 16 February Who benefits the most? The main beneficiary of data preservation effort is the CMS collaboration itself (though not the domain of the policy) Use the opportunity of providing open access as the driving force to preserve data for our own possible future needs, preserve know-how Data preservation activities would be a natural long-term extension to the current CMS way of operation In other sciences, where open access has been provided, additional resources have been attracted

US CMS Data Preservation Discussion, 16 February What is being proposed? We are proposing a policy for an approval This policy is a commitment from the CMS collaboration to preserve the data and access to a part of it as defined in the policy Only after the policy is approved can we have an appropriate structure in place to address the technical issues

US CMS Data Preservation Discussion, 16 February Current CMS practices In general, CMS way of operation is already aligned with the long- term data preservation and re-use CMS is already doing a lot - AOD reprocessing, raw data compatibility for new software versions, public, open access results, software and documentation publically available, outreach... These practices need to be extended from the current short time-scale to ensure the long-term usability of the data There are many details which need to taken care of with appropriate resources and some new habits need to be adopted already now to ensure the preservation of the low-energy and low-occupancy data.

US CMS Data Preservation Discussion, 16 February Level 1 - publications in open access journals, supporting documents and numerical additional data made available at the time of publication Level 2 - simplified data formats for theory interpretations, limited analysis, education, outreach samples released promptly as determined by the CB Level 3 - reconstructed data and simulations, together with the software, analysis workflows and documentation samples released yearly during the long LHC machine shutdown periods, and at best effort during LHC running after an embargo period of 3 years limited to max 50% of the amount of data (in integrated luminosity) which is available to the collaboration a first stress-test exercise with a public release of a part of 2010 data in 2013 after which the experience is reviewed. In absence of unexpected overhead the public data release can be accepted as a standard procedure Level 4 - raw data and the software and documentation needed to access, reconstruct and analyze them CMS will decide whether to extend the public access to Level-4 data after the experience of the first public release of the Level-3 data has been reviewed and evaluated. Salient features of the policy

US CMS Data Preservation Discussion, 16 February CMS Data use outside the CMS collab. By Whom CMS Associates - As defined in the CMS Constitution Experimental physicists, Theorists, Other scientists, Education, Outreach, Citizen scientists How Cite public CMS data Re-use the CMS data (responsibility of the final user) Data released under Creative Commons CC0 waiver

US CMS Data Preservation Discussion, 16 February Links to past meetings and presentations Links to the preparatory meetings from here: Links to presentations to the CMS At the CMS week (Brussels, Sep 2011) (see under “Data preservation - Progress report ”) At the CMS CB ( Open to all CMS )(30 Nov, 2011) The latest draft of the policy is attached to the agenda of this meeting Answers to some pertinent questions are also attached to the agenda of this meeting Useful Links

US CMS Data Preservation Discussion, 16 February Over to the discussion