1. NA2 Strategy, Policy and Communications
Sergio Andreozzi
Strategy and Policy Manager, EGI.eu
WP2 Activity Leader, EGI-Engage

2. NA2 Strategy, Policy and Communications
Outline
Overview
Objectives, tasks, partners and effort
Achievements
Communications and events
Dissemination of project results
Strategy, policy and governance development
Service management and innovation
Engaging with the private sector
Use of resources
Plan for PY2
Summary
NA2 Strategy, Policy and Communications

3. Overview

4. NA2 Strategy, Policy and Communications
NA2 (WP2) objectives
Task #
Task Objectives
NA2.1 Communication and Dissemination
Keep the EGI community informed of the project activities
Disseminate the success stories
NA2.2 Strategy, Business Development and Exploitation
Disseminate the project’s outputs for exploitation
Develop the EGI strategy and governance towards the Open Science Commons vision and assess progress
Assess the EGI impact by defining/measuring key indicators
Evolve the services and solutions portfolio and related business models
Establish collaboration agreements with strategic partners
NA2.3 SME/Industry Engagement and Big Data Value Chain
Facilitate the engagement with SMEs
Explore the creation of pilot projects, especially those based on Open Data in selected industry sectors
NA2 Strategy, Policy and Communications

5. NA2 Strategy, Policy and Communications
NA2 partners and effort
20 Participants
PY1 effort
83 PMs
Project Total effort
199 PMs
6.7 FTEs
NA2
Task
Leader / Partner
NA2.1
Communication and Dissemination
Sara Coelho / EGI.eu
NA2.2
Strategy, Business Development and Exploitation
Sergio Andreozzi / EGI.eu
NA2.3
SME/Industry Engagement and Big Data Value Chain
Sy Holsinger / EGI.eu
Provided by PO
NA2 Strategy, Policy and Communications

6. Achievements
Main achievements of the work package

7. Communications and events Communications channels (1/3)
EGI Blog
Announcements, opinions (20 posts)
EGI Newsfeed
Stories about stakeholders, achievements and collaborations, what is new (39 news items)
Case Studies
EGI applications to research (2 articles)
Open Science Commons website
About the OSC, with news and publications
Social Media
1700+ followers page likes subscribers members
NA2 Strategy, Policy and Communications

8. Communications and events Communications channels (2/3)
Inspired: EGI newsletter
Articles contributed by the community
Opinion, ongoing work, developments, successes, new initiatives and projects
4 issues with 32 articles
Sent by
Metrics:
1,000-2,000 opens
clicks to read
NA2 Strategy, Policy and Communications

9. Communications and events Communications channels (3/3)
Brochures
For distribution at events
Basic information about key topics
Published
EGI introduction
Open Science Commons
In preparation
EGI Business Engagement
EGI Impact
Other publications are available in their envelops
NA2 Strategy, Policy and Communications

10. 260 287 Communications and events EGI community events in PY1
Engaging the Research Community towards an Open Science Commons
Building next generation
e-Infrastructures
through communities
260
287
explain what audiences are being addressed:
User communities
Technology providers
Policy makers
Research infrastructure managers
NA2 Strategy, Policy and Communications

11. Communications and events EGI community events planned for PY2
Opening science
in Europe and in the World
Serving the User Base
explain what audiences are being address:
User communities
Technology providers
Policy makers
Research infrastructure managers
Explain that the new DI4R is the extended EGI community forum concept and EGI has promoted its adoption by other e-Infrastructures
Organised by EGI, EUDAT, GÉANT, OpenAIRE and RDA Europe Hosted by ACC Cyfronet AGH
NA2 Strategy, Policy and Communications

12. Dissemination approach IP protection approach
Dissemination Dissemination of project outputs
Established catalogue of project results
Dissemination approach
Publication
Website
EGI conference
Software repository
Output category
Technical output to standards
Policy & procedure development
Software & service innovation
Business model innovation
Know-how
IP protection approach
Open source license
Copyright
Confidential information
Application
of the output
In standardisation activities
Developing/creating/marketing product/service/
process
In further activities other than the project
Target groups
Research infrastructures and collaborations
Long tail of science
Industry/SME
Funding agencies and policy makers
Standardisation bodies
D2.8:
NA2 Strategy, Policy and Communications

13. Strategy development New strategy and process adopted
Adoption of the new EGI strategy (May 2015)
Developed in collaboration with EGI.eu staff, Executive Board and Council
Discussed in open workshops
New process
Open and collaborative
Interviews, surveys, workshops
Strategy update
Every 2 years
Implementation assessment
Every year
NA2 Strategy, Policy and Communications

14. Strategy development EGI strategy at a glance
NA2 Strategy, Policy and Communications

15. Policy development Promoting the Open Science Commons
Open workshops, external presentations at key events and website to promote the Open Science Commons
Competitiveness Council, 28-29/05/2015
Contribution to the dialogue on the European Open Science Cloud
Input to the High Level Expert Group on EOSC
Joint paper with other e-Infrastructures
Co-organisation of 3 open workshops
NA2 Strategy, Policy and Communications

16. Governance Updates to EGI.eu statutes and fee model
First version: 8 Feb 2010
Second version: 20 Jul 2015
Main changes:
Open to the world
Open to user representation
ERIC/EIRO can be full participants
EGI, NGI
A name (not an acronym anymore)
Name:
Stichting EGI
EGI.eu
EGI Foundation
Fee model
Simplified to 6 levels
Linked to GDP for national reps
Or organisation turnover for EIROs
Linked to number of votes
Associated participants pay 50% with no voting rights
Affiliation program
To try out participation in EGI
12 months x2
Fixed fee: 1,5K/year
Open to the world: initially only European NGIs could join; now all NGIs
NA2 Strategy, Policy and Communications

17. Governance Services and Solutions Board (SSB)
Purpose & Responsibility
Advise on priorities for evolving the services and solutions portfolio
Supporting service management implementation
Interface with the UCB, TCB and OMB, SIB (through Council) for inputs
Composition
EGI IMS Service owner/manager
EGI IMS Process owners/managers
Representatives from UCB/TCB/OMB
Frequency
Every 8 weeks
During the first year, met monthly to kick-start and boost the work
Initial results
Major revision of the EGI service portfolio
Increased maturity of service design
NA2 Strategy, Policy and Communications

18. Governance EGI governance bodies
SIB
EGI Council
EGI.eu Executive Board
Terms of
Reference
(ToR)
Common
Process
(PDP)
Glossary
(GCG)
Services & Solutions
SSB
Technology
TCB
Security
SPG
SCG
Operations
OMB
Users
UCB
URT
SVG/RAT
CSIRT
OTAG
Primary group
Supporting group
NA2 Strategy, Policy and Communications

19. Service management and innovation EGI service portfolio
Services offered by the EGI federation
Compute
Storage
Data
Security
Operations
Training
Alpha
Beta
Discovery
Production
Retired
Design Phases
Cloud Compute
Data Transfer
Configuration Database
Online Storage
Attribute Management
FitSM
Cloud
ContainerCompute
Content Distribution
Service Monitoring
Archive Storage
Training Infrastructure
IdP Proxy
Each service can be in a different design phase defines as follows:
discovery: researching users needs, exploring technological or policy constraints;
alpha: prototype available for closed set of users;
beta: service being developed while available for testing publicly;
production: service available in the live environment meeting security/performance requirements;
retired: the service is not anymore offered
Mention FitSM
High Throughput
Compute
Federated Data Manager
Service catalogue
Helpdesk
Data Hub
NA2 Strategy, Policy and Communications

20. Service management and innovation EGI internal service portfolio
The list of services delivered internally to the EGI federation to enable the EGI resource providers to work together
Coordination
Operations
Security
Alpha
Beta
Discovery
Production
Retired
Design Phases
Project Management
& Planning
Configuration Database
Coordination
& Support
Attribute Management
Accounting
Technical Coordination
Service Monitoring
Validated Software Repository
Identity Provider Proxy
Security Coordination
Community Coordination & Development
Helpdesk
Service catalogue
Strategy
& Policy Development
Operations Tools
Collaborations & Community Management Tools
ITSM
Coordination
Communication & Promotion
Marketplace
NA2 Strategy, Policy and Communications

21. Service management and innovation Marketplace concept
Entry point for researchers to discover services and resources
Promote EGI services
Support communities to build collections of services
Ability to add EGI quality statement to services
Offer generation of persistent identifiers
Tool selection and demonstrator by JRA1 to be released in August 2016
Phase 1
Community Platforms
HTC
HPC
Identify Federations
Data preservation
Open Scholarship
Phase 2
Cloud Compute
High Throughput
Compute
Online Storage
Archive Storage
Data Transfer
Content Distribution
Attribute Management
Configuration Database …
Phase 2 has two parts, first making it other services available, then the orange/green lines show up to say that we could then not just show “services” but then group them as “solutions”
Only EGI services
Shared access to rules and policies
EGI Agreement Framework (SLAs, OLAs)
Include services from external providers that are engaged with EGI through underpinning agreements
Expose different catalogues for different user groups
General purpose and thematic
NA2 Strategy, Policy and Communications

22. Service management and innovation FitSM training and certification
FitSM: lightweight service management standard
EGI.eu: member of FitSM WG - through ITEMO
FitSM Training and certification (3 levels)
EGI.eu added training and certification on FitSM as a commercial service in Oct ’15
Registered training organisation with TÜV SÜD
2 trainers among EGI.eu staff
Obtained VAT exemption from Dutch tax office
Program for “short vocational training” organisations
Formal audit by the Dutch central registrar (CrKBO)
2 paid trainings conducted in Oct, Dec 2015
In-house course (Terradue, Rome)
Open registration (Science Park, Amsterdam)
Planned schedule for 2016
NA2 Strategy, Policy and Communications

23. Motivation Goal Progress
Service management and innovation ISO 9001/20000 certification for EGI.eu as coordinator of EGI
IMS: Integrated Management System
SMS: Service Management System
ITSMS: IT Service Management System
Motivation
Improve trust, reputation, competitiveness, quality, consistency, interoperability
Extend work on FitSM
Goal
Achieve by end 2016
Progress
Defined roadmap
IMS implementation is ongoing
Scope of the Integrated Management System (IMS): The management system implemented to plan, implement, monitor and continually improve all business processes under responsibility of EGI Foundation. The IMS covers both the SMS and ITSMS.
Scope of the Service Management System (SMS): The management system implemented to deliver all services covered by the service catalogue of EGI Foundation. The SMS covers the ITSMS.
Scope of the IT Service Management System (ITSMS): The management system implemented to deliver all IT services covered by the service catalogue of EGI Foundation.
The IMS covers both the SMS and ITSMS.
NA2 Strategy, Policy and Communications

24. Proof-concept -> alpha Technical layer
Service management and innovation Moving pay-for-use capability to production
Proof-concept -> alpha
Technical layer
Improved SLA negotiation process
Enhanced matching algorithm for finding available resource pools
Improved request workflow to include agreements acceptance
Business layer
Letters of Intent stating ability to participate and access policies
Agreement outlining processes and responsibilities
For paid resources requests from: FMI, BILS, Terradue
Providers involved in P4U: 30
Actively working on enabling P4U: 8-10
Letters of Intent received: 3
Avg. price (HTC/cloud): €0.05/h
Paid resource requests: 4 (in progress)
NA2 Strategy, Policy and Communications

25. Engaging with the private sector From research to market – value chain
Pilot
Market
Application
Effect on research
Effect on innovation
Platform
Innovation in applications
EGI infrastructure and services
Infrastructure
Effect on market
Innovation in market
Primary effect
Secondary effect
NA2 Strategy, Policy and Communications

26. Engaging with the private sector Business engagement program
SMEs/Industry
Involved in data/compute-intensive activities
In research and innovation
As consumers or suppliers
Benefits
Access infrastructure/platforms
Reuse research datasets and applications
Co-design new products and services
Market services through EGI
Active contacts: 60 (36 SMEs)
Identified business cases: 36
Formal collaborations: 5
Partners in EGI-Engage: 3 (2 SMEs + 1 large enterprise)
Formal agreements: BDVA (Membership), UberCloud (MoU), CloudSME (MoU to be sgined), TEISS (contract), TerraDue (MoU to be signed)
NA2 Strategy, Policy and Communications

27. Engaging with the private sector Established collaborations
Business development
Platform integration
Marketplaces
EGI-Engage Business Partners
Training
NA2 Strategy, Policy and Communications

28. Engaging with the private sector Selected sectors: earth observation
Fast growing EO sector
Fragmentation of EU ICT supply
EARSC vision of a marketplace for EO services
EGI can play a key role for the research and innovation
EARSC Position Paper – Feb 2016
NA2 Strategy, Policy and Communications

29. Engaging with the private sector Selected sectors: fishery and marine
Findings from market analysis
Need for new services combining different types of cloud services and reuse of data from third parties, software and technical support
Demand for accessing external data, in other sectors and related domains, such as geospatial and biodiversity
Recommendations for EGI on legal interoperability of data
Raise awareness on legal aspects of data sharing amongst data owners
Rights of data owners, responsibilities of data users
Benefits of data sharing
The importance and use of common-use licenses
Consider rights of publicly funded data owners and ensure that this data will be openly shared where possible
Promote the use of common-use licenses
Provide access to data resources in developing countries
Top-down: To identify and characterize
what type of data that is managed and in which way.
mapped to a data value chain flow of data and information (from collection to exploitation
NA2 Strategy, Policy and Communications

30. Use of resources
Numbers will be provided by PO, work package leaders must provide explanation

31. NA2 – Effort consumed in PY1
Majority of partners have small effort
Looking at the absolute value and the work to be done, no major issues are identified
NA2 Strategy, Policy and Communications

32. Plan for PY2
Freedom on way to present

33. NA2 Strategy, Policy and Communications
Plan for PY2 Main goals
Communications
Launch new EGI website, simpler, centred on service offerings
Update the Champions program to include on-boarding activities
Strategy
Complete implementation assessment with indicators
Start the revision through an open process and evaluate impact of EOSC/ECI
Prepare an EGI impact report
Governance
Assess impact of new statutes and fee scheme
Service management
Achieve ISO9001/ISO20000 certification for EGI.eu
Complete revision of service portfolios and publish catalogues
Update the solutions portfolio
Business models
Move pay-for-use into production
Complete procurement study
Analyse applicability of virtual & transnational access to EGI services
VAT and tax, paid services from EGI
e-GRANT Terms and Conditions
Launch production instance
Analyse billing function
EGI.eu as a broker role
NA2 Strategy, Policy and Communications

34. NA2 Strategy, Policy and Communications
Summary
Objective 1 (O1): The continued coordination of the EGI Community
Adopted new EGI strategy for
Promoted the Open Science Commons
Updated the EGI governance and fee model for more fairness and flexibility
Established a plan to complete FitSM implementation and move towards ISO9001/20000 for EGI.eu
Objective 2 (O2): EGI Solutions, related business models and access policies
Major revision of the EGI service portfolio and established the Services and Solutions Board (SSB)
Launch of the business engagement program
Conducted analysis on legal interoperability of data and market analysis in the fishery & marine sector
Objective 3 (O3): Offer and expand an e-Infrastructure Commons solution
Defined concept of an EGI marketplace
Advanced implementation of pay-for-use option
Objective 4 (O4): Open data platform and the European Big Data Value
Obtained full membership in BDVA and assigned people to task forces for contribution
Supported development of the concept for the new EGI Data Hub service and related use cases
Objective 5 (O5): Promotion of the adoption and extension of the current EGI services
Increased community involvement in generating media content (~25% from EGI Community)
Started revision of EGI website towards more service-centric approach
Achievements grouped by objectives
NA2 Strategy, Policy and Communications