1. Economical opportunities stemming from data and computing e- infrastructures Stakeholders consultation on computing and data for the WP 2016-17 Brussels, 17 June 2014 Bob Jones (bob.jones cern.ch)

2. Hybrid public-private models Public orgs are already making use of commercial ICT services Hybrid public-private models can increase the value and impact of public research results and e-infrastructures - Helix Nebula and CERN openlab are examples that have shown it is possible to develop successful public-private partnerships Successful public-private partnerships have commitments (cash/in- kind) from the partners to achieve a common goal rather than being a ‘consortium’ created purely to compete for EC funds The EC can have a positive impact by promoting marketplaces and also encouraging joint-procurement across the public sector Providing commercial suppliers with network access will help the marketplaces grow Bob Jones, CERN2

3. Open access The H2020 open access data pilot is helpful but there are additional costs associated with meeting open access obligations. The data mgmt plan encourages participants to think about data aspects and highlight the additional costs. Hybrid public-private models can help limit the open access budget burden for public organisations by moving to a pay-per-usage model by which the downstream users/business sectors help fund these additional costs. Bob Jones, CERN3

4. Encourage service marketplaces Financial incentives encourage suppliers and users to engage with marketplaces where research results can be exploited and have a wider impact on the economy. Actions to achieve this include: - accept marketplace supplier costs in H2020 projects - implement a European-wide “innovation voucher” like scheme extended beyond SMEs - Use PCP & PPI actions to increase engagement of suppliers & users/procurers in marketplaces Bob Jones, CERN4

6. A catalyst for change Identified a series of accelerators to ensure a flourishing open cloud services market in Europe Federating multiple commercial cloud service suppliers into an open platform Using data-intensive science to bolster the data-driven economy Building the hybrid cloud by putting together public and private cloud services Adhering to open standards that encourage uptake of a federated cloud Providing network access to cloud services Introducing a financial incentive model to include more stakeholders and increase demand for cloud services Bob Jones, CERN6

7. Helix Nebula GA, CERN Geneva, May 20147 GÉANT / Internet EC2 Bridge IaaS Broker AtosCloudSigmaInterouteT-Systems HNX Platform EGI FedCloud Initial four commercial cloud providers integrated Amazon EC2 Bridge for compatibility with third party tools, such as StarCluster or any EC2- compatible tool Integration with the EGI FedCloud on our roadmap for 2014 Marketplace Operator

8. ESA UNCLASSIFIED – For Official Use Supersites Exploitation Platform: Infrastructure concept for science use Universities Research Centers SMEs commercial infrastructure public e-Infrastructure networks

9. Services Layers of the future Helix Nebula Infrastructure Blue Box Blue Box(es) Processing Storage Network IaaS generic Infrastructure as a Service IaaS generic Infrastructure as a Service Applications InfoaaS Information as a Service InfoaaS Information as a Service SaaS applications AppStore etc. Middleware Databases Metadata management Directories, FIM Service buses etc. Sector-specific frameworks Time Functionality

10. Hybrid clouds Our preferred model is a hybrid cloud that combines commercial cloud services with resources managed by public organisations Bob Jones, CERN10

11. The business of research Bob Jones, CERN Factors such as the pattern of demand, TCO and transformation costs need to be factored into any financial analysis of a potential cloud computing solution Source: Cloud: Economics, Sept 2011 by Rackspace Knowledge Center Funding agencies supporting research communities make investments in e-infrastructure that must be justified –e-infrastructures must show impact for the research communities –To gauge impact this market of end-users must be well understood 11

12. Findings Public organisations see value (rationalisation of IT services and reduction of costs) and opportunities (expand the impact of their work) in making use of commercial cloud services The production usage of commercial cloud services by public organisations has already started The public sector is a potentially profitable market for commercial cloud service providers The procurement and use of commercial cloud services poses a number of legal questions A coordinated approach by public organisations will help structure the market and reduce the burden on individual organisations Bob Jones, CERN12

13. Bob Jones (CERN)13 Vision for the future The e-Infrastructure commons marketplace will Provide access to world class resources through a dynamic and sustainable marketplace Take a hybrid approach building on public and commercial assets to cover the entire scientific workflow Offer a broad range of services Use open standards to ensure interoperability of service providers and adhere to European policies, norms and requirements

14. A catalyst for change Identified a series of accelerators to ensure a flourishing open cloud services market in Europe Federating multiple commercial cloud service suppliers into an open platform Using data-intensive science to bolster the data-driven economy Building the hybrid cloud by putting together public and private cloud services Adhering to open standards that encourage uptake of a federated cloud Providing network access to cloud services Introducing a financial incentive model to include more stakeholders and increase demand for cloud services Bob Jones, CERN14

15. 15 Make it happen in H2020 Make it possible to trade services – Services from commercial and public providers offered on a pay-per-usage model should be considered eligible costs for EC projects Model GA article13 — Implementation of Action Tasks by Subcontractors The beneficiaries must ensure that the majority of the research and development work done by the subcontractor(s) (including the work of the main researchers) is located in the EU Member States or associated countries (‘place of performance obligation’).

16. Bob Jones, CERN16

17. Innovation Vouchers Innovation Vouchers for start-ups & SMEs to work with ‘suppliers’ such as universities, research and technology organisations, commercial cloud providers, designers and consultants etc. Working example of pay-per-use approach Supported by national funding (Ireland, Netherlands, Spain, UK etc.) and linked to European Regional Development Funds Bob Jones, CERN Generalise (beyond SMEs) and expand (across Europe) the ‘innovation voucher’ scheme in WP 2016- 17 to encourage uptake of the e-infrastructure commons marketplace 17

18. A Marketplace Linking EC Initiatives Project Collaborations –Coordination –Interactions Research Communities –Integration & Use Service Providers –Technology Integration –Need user demand 18Bob Jones, CERN

19. CERNEFDAEMBLESAESOESRFEuropean XFELILL A Vision for a European e ‐ Infrastructure for the 21st Century The goal is to transform existing Distributed Computing Infrastructures (DCIs) based on a range of technologies into a service-oriented platform for the global research community that can be sustained through innovative business models Prepared by CERN on behalf of the EIROforum IT Working Group DOI:10.5281/zenodo.759210.5281/zenodo.7592

20. European Procurers’ Platform Build on the work of Helix Nebula and projects such as CloudForEurope to raise the level of understanding of cloud services procurement Case Studies, Barriers and Best Practices Preparation of cross-border procurements Research procurement roadmap Organise procurement of e-infrastructure on a European-level: ‘services’ & ‘s/w licenses’ from public and private providers within the e-Infrastructure Commons Marketplace ‘h/w’ for public organisations as part of the hybrid model Bob Jones, CERN20

21. Future IT Challenges zenodo.org/record/8765 CERN openlab public-private partnership between leading research labs (CERN, EMBL-EBI, ESA, ESRF, ILL) and IT industry Bob Jones, CERN21

22. Summary Helix Nebula and CERN openlab have shown that it is possible to develop successful public-private partnerships in the e-infrastructure domain Public orgs are making use of commercial cloud services and a hybrid public-private model can increase the value and impact of public research results and e-infrastructures Network connectivity is essential - Geant to provide access in this hybrid environment for the full duration of H2020 Open access obligations represents additional costs for research orgs – hybrid models can help limit the budget burden by moving to a pay-per-usage model by the users Financial incentives are required to encourage suppliers and users to engage with an e-infrastructure commons marketplace: accept e-infrastructure commons marketplace supplier costs in H2020 projects implement a European-wide “innovation voucher” like scheme extended beyond SMEs PCP & PPI actions to increase engagement of suppliers & users (procurers) Bob Jones, CERN22