1. www.egi.eu EGI-InSPIRE RI-261323 EGI-InSPIRE www.egi.eu EGI-InSPIRE RI-261323 Sustaining EGI Sergio Andreozzi Strategy and Policy Manager, EGI.eu EGI Council Workshop, EGI CF 2014 Helsinki, May 22 rd 22/05/14 1

2. www.egi.eu EGI-InSPIRE RI-261323 Outline Sustainability Perspectives Current EGI Solutions & Services Strategic Planning EGI Mission & Vision Growth and Sustainability Strategies 22/05/14 2 You can note comments/questions in the shared document http://go.egi.eu/egicf14-sustainability

3. www.egi.eu EGI-InSPIRE RI-261323 What do we mean by “Sustaining EGI”? “by the end of EGI-InSPIRE, we should not depend anymore on EC funding for operating the federation” 2010-2013 22/05/14 3 “Sustainability is ensuring confidence that a certain service/organisation will persist in the future with no concern that it will disappear; technological transitions should not be disruptive; the quality of management of infrastructures is very important” K. Glinos, 10 th e-Concertation Meeting, 04/2013 that delivers value

4. www.egi.eu EGI-InSPIRE RI-261323 Sustainability Perspectives Organisational Training, retention of qualified professionals and knowledge Financial Cover costs Optimise costs Long-term financial support Technical Ensure a reliable pipeline of technology and innovation driven by user needs Collaboration with private sector for knowledge transfer Legal Alignment with procurement, privacy, intellectual property and competition laws 22/05/14 4 EGI.eu/NGIs/RCs staff, research/technology champions, … at least, cover costs of EGI.eu/NGIs/RCs critical services through open standards, interoperability, competition from software choices, professional service management to instil confidence that services will stay; to reduce fears in user communities due to end-of/short-term funding cycles enables smooth transition from lab to market laws, regulations are changing, evaluate impact and align

5. www.egi.eu EGI-InSPIRE RI-261323 EGI-InSPIRE www.egi.eu EGI-InSPIRE RI-261323 EGI Today 22/05/14 5

6. www.egi.eu EGI-InSPIRE RI-261323 EGI Solutions Portfolio 22/05/14 6 Federated Operations Federated Cloud Community Driven Innovations and Support High- Throughput Data Analysis Individual Researchers & Teams Research Communities & Institutions Resource Centres & Institutions http://www.egi.eu/solutions

7. www.egi.eu EGI-InSPIRE RI-261323 Types of service agreements and their relationships 7 Federation members Operational Level Agreements (OLAs) Service A Service components Service Level Agreements (SLAs) Customer Suppliers Contracts (UCs) Service B Service C IT service provider 22/05/14

8. www.egi.eu EGI-InSPIRE RI-261323 EGI Service Portfolio Coordination Project and Programme Management Operations Coordination Technology Coordination Security Coordination Consulting and Support Specialised Consultancy Strategy and Policy Decision Support Policy Development Technical Consultancy and Support Helpdesk Support Marketing and Outreach Marketing Outreach Software and Services Federated Operations Repository of Validated Software Applications Database Training Marketplace Services coordinated by EGI.eu and delivered in collaboration with NGIs/EIROs 22/05/14 8

9. www.egi.eu EGI-InSPIRE RI-261323 Cost of Services coordinated by EGI.eu within EGI-InSPIRE Project 22/05/14 9 Total cost is ∼ 4M€ including the co-funding from NGIs on core activities EC funding: ∼ 50% Membership fees: ∼ 25% NGIs In-kind contr.: ∼ 25%

10. www.egi.eu EGI-InSPIRE RI-261323 EGI Members Service Portfolio HTC Platform Grid Compute Grid Storage File Transfer File Metadata Catalogue Cloud Platform Cloud Compute Cloud Storage Services* coordinated and delivered by NGIs/EIROs/RC 22/05/14 10 * not a complete list

11. www.egi.eu EGI-InSPIRE RI-261323 EGI-InSPIRE www.egi.eu EGI-InSPIRE RI-261323 Strategic Planning 22/05/14 11

12. www.egi.eu EGI-InSPIRE RI-261323 Strategic Planning Process Vision & Mission Core Values EGI’s purpose & value External Analysis PEST Analysis Industry/sector Analysis Definition of Opportunities & Threats Internal Analysis Resources Governance Definition of Strengths & Weaknesses SWOT Analysis For EGI For EGI.eu Strategy Formulation Growth Strategies Engagement Sustainability Actions 22/05/14 12 Review/ Update

13. www.egi.eu EGI-InSPIRE RI-261323 EGI Vision researchers from all disciplines can easily connect to the most innovative ICT services, data, knowledge and expertise they need for performing collaborative excellent research 22/05/14 13

14. www.egi.eu EGI-InSPIRE RI-261323 EGI Mission to be a core player of the “backbone” for federation-enabling services for compute, storage, data, communication, knowledge and expertise for the ERA complementing community specific capabilities 22/05/14 14

15. www.egi.eu EGI-InSPIRE RI-261323 By 2020 … By 2020, European researchers will be able to: Access a single point of contact for obtaining the necessary ICT services (integrated and interoperable) the related capacity and support from the various e-Infrastructures (including commercial providers) Connect to the best expert consultancy to understand the services they need or to support developing new solutions to perform their digital research Freely discover, share, use, re-use research outputs (publications, data, software, workflows, …) 22/05/14 15 Open Science Commons

16. www.egi.eu EGI-InSPIRE RI-261323 Open Science Commons (e- )Infrastructures Commons Open Data Commons Knowledge Commons 22/05/14 16 a flexible and dynamic ecosystem providing integrated services through interoperable infrastructures observations, results, applications of scientific activities available for anyone to use and reuse collaborations, communities and the shared ownership of knowledge to address challenges in education and research …

17. www.egi.eu EGI-InSPIRE RI-261323 Strategy for e-Infrastructure Commons Strengthen the relationship between e- Infrastructures towards a common backbone of federated services Policies, processes and business models for joint capacity planning Open integrated marketplace including commercial providers 22/05/14 17

18. www.egi.eu EGI-InSPIRE RI-261323 Strategy for Open Data Commons Expand services for open data sharing, curation and long-term preservation Stimulate sharing of current and future research outputs (open access policy) Integrate with OpenAIRE 22/05/14 18

19. www.egi.eu EGI-InSPIRE RI-261323 Strategy for Knowledge Commons Distributed Competence Centre (DCC) embracing connectivity, compute, data services, data management planning, data archives certification User engagement is important Collaboration with Centre of Excellence (CoE) from the HPC strategy Facilitate knowledge transfer to private sector To increase opportunities for socio-economic impact 22/05/14 19 see last session

20. www.egi.eu EGI-InSPIRE RI-261323 EGI-InSPIRE www.egi.eu EGI-InSPIRE RI-261323 Strategic Actions for EGI 22/05/14 20

21. www.egi.eu EGI-InSPIRE RI-261323 Revise the EGI Governance 22/05/14 21 see next session

22. www.egi.eu EGI-InSPIRE RI-261323 Ingredients for Business Model Innovation Pay for Use for NGIs/EIROs Raise awareness of economic value of services Open up possibility to direct charge to users Combine infrastructure services with consultancy/expertise EGI.eu as Broker Different business models may apply E.g. technical vs. financial vs. one-stop-shop Need to find the right incentives for members to contribute capacity Public Procurement of Cloud services Pre-Commercial Procurement (PCP) Public Procurement for Innovative solutions (PPI) 22/05/14 22

23. www.egi.eu EGI-InSPIRE RI-261323 New Service Development Examples of innovations planned: Federated Storage: Enhanced Cloud STaaS service with a single entry point, for virtually unlimited storage iPaaS: General-purpose integration Platform-as-a-service Data access and dissemination: A general-purpose system for storing, extracting metadata, cataloguing, and accessing scientific data Virtual Laboratory-as-a-Service: Integrated system for integrating easily Virtual Laboratories Secure Personal Storage: Storage solution for data sharing and collaboration 22/05/14 23

24. www.egi.eu EGI-InSPIRE RI-261323 Financial Sustainability of services coordinated by EGI.eu for EGI Services coordinated by EGI.eu (provided in collaboration with NGIs/EIROs) enables trans-national access to distributed ICT services at EU level and worldwide (see slide 8) On average, 1/3 of resources from one country is used by foreigners Benefits: sharing, scalability, distribution, innovation, cost efficiency How to split the cost: EGI members already contribute capacity built with MS funding Federation-enabling services and general coordination are EU added value The EC could provide a long-term support through a framework partnership agreement (FPA) Ensures cohesion, provides stability and confidence, improve negotiation power of EGI members with MS Community-specific services should be co-funded by the communities via membership fees/pay-for-use and e-Infrastructures 22/05/14 24

25. www.egi.eu EGI-InSPIRE RI-261323 Reaching New Communities EGI Engagement Strategy to focus on: The Large and Medium Size Research Infrastructures (RIs) on the ESFRI roadmap The large number of relatively small research collaborations and research networks The long tail of science EGI should build on its strengths EGI.eu as a coordinating body to collaborate with ESFRIs NGIs to reach out to the long tail of users And develop new tools and approaches For instance, develop an ecosystem of partners (e.g., researchers, SMEs, consultants) that would serve the long tail 22/05/14 25

26. www.egi.eu EGI-InSPIRE RI-261323 Reaching New Communities: from ESFRIs to the long tail… 22/05/14 26 EGI EGI.eu Big Research Community 1 Big Research Community 2 NGIs Small Research Groups Individual Researchers EGI partners

27. www.egi.eu EGI-InSPIRE RI-261323 Improve Communication with Policy Makers Increase effort in the communication with the policy makers Face-to-face events Common strategy to outreach national funding agencies New publications describing tangible results and impact 22/05/14 27

28. www.egi.eu EGI-InSPIRE RI-261323 Conclusion Sustaining EGI means ensuring that value is delivered and long-term funding is guaranteed The vision of Open Science Commons leads to closer integration among e-Infrastructures, full implementation of open access and connected knowledge and expertise to simplify researchers life A number of actions for growth and sustainability for EGI have been presented for discussion 22/05/14 28