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It takes more than a village: lessons on
building global research commons
Sarah Jones, EOSC & DCC
Email: sarah.jones@glasgow.ac.uk
Twitter: @sjDCC
National Data Services Framework Summit
5-6th February 2020
Ottawa, Canada
Image by Marymount.edu
Slides by EOSC Executive Board
What is the Digital Curation Centre
Future IDCC venue?
Consultancy for
International Development
Research Council
Sit on Portage
steering group
Delivered data
science school in
Costa Rica
Open source code
partnership with
DMP Assistant
a centre of expertise in digital information curation with a
focus on building capacity, capability and skills for
research data management and open science
Deliver a range of services, increasingly internationally
Consultancy
Research projects
DMPonline services
Data management and open science training
Events – RDMF, IDCC conference and workshops
www.dcc.ac.uk
Conducted CIFAR case study on
delivering national AI strategy
My role in relevant initiatives
Co-author of Turning FAIR into
Reality Expert Group report
https://doi.org/10.2777/1524
Independent Expert on EOSC Executive
Board and chair of FAIR Working Group
https://www.eoscsecretariat.eu/eosc-
governance/eosc-executive-board
Co-chair of RDA Global Open
Research Commons IG
www.rd-alliance.org/groups/
global-open-research-
commons-ig
What is EOSC?
Image: Martin Reisch https://unsplash.com/photos/6DivtP_WRYs
A platform for European research
Federation of existing services
Web of FAIR research data (and services)
Virtual space where science producers and consumers come together
An open-ended range of content and services
Quality mark « Data made in Europe »
EOSC design principles
Co-creation
Research-led
Community-driven
Flexible by design
Extensible / scalable
Incremental and iterative
Hands-on and participatory
Continuous engagement, consultation & user testing
bit
by
bit
Long history of political agreements and activity
Lots of groundwork since 2015
Council Conclusions
Expert Group reports
EC documents
Major investment in EOSC
related projects…
EOSC Governance 2019-2020
EOSC governance structure
EOSC Working Groups and Task Forces
Landscape
WG
Rules of Participation WG
Architecture
WG
FAIR WG
Sustainability
WG
Skills & Training WG
InternationalEngagementTaskForce
CommunicationsTaskForce
EOSC Executive Board
Strategic focus
Close liaison with
Governance Board
Practical
implementation
focused WGs
https://www.eoscsecretariat.eu/eosc-working-groups
Working Groups by numbers
Landscape
15 male
9 female
RoP
11 male
8 female
Architecture
39 male
3 female
FAIR
16 male
11 female
Sustainability
10 male
8 female
Experts represent 26 of the
EU Member States and
Associated Countries
Skills
4 male
10 female
A first iteration of EOSC by end 2020
Agreed and tested Rules of Participation (Rules of Participation WG)
Analysis of the existing national infrastructures and policies (Landscape WG)
Financing model, legal entity & post 2020 governance structure (Sustainability WG)
Functioning federated core
Initial set of EOSC data and services Architecture WG
EOSC Interoperability Framework
Persistent Identifier policy FAIR WG
Metrics for FAIR data and certified services
First iteration – a minimum viable EOSC (MVE)
The MVE includes EOSC-Core and EOSC-Exchange
which work with federated FAIR datasets
MVE must enable the federation of existing and
planned research data infrastructures
Federate the disciplinary cluster and regional
projects as a critical first step
Begin with simple use cases – open data not
sensitive or closed
EOSC-Core: functions and proposed coverge
Functions
Provides the means to discover, share,
access and re-use data and services
Will not store, transport or process
data, at least initially
Should be as widely used as possible
 will be accessible to any
authenticated user to promote open
research across Europe
Proposed coverage
Shared open science policy framework
AAI framework
Data access framework
Service management & access framework
Minimum legal metadata framework
Open metrics framework
PID services
Help-desk
Proposed second and third iterations
Extensions to serve public sector and industry
Not new user communities as public sector and
industrial partners will already use MVE
Would ideally be one ‘marketplace’ but differing
requirements and legislation may require linked
but alternately governed spaces
Public-funded research
Public
sector
Private sector
EOSC is a journey – it won’t happen overnight
Progress to date
Image: Lindsay Henwood https://unsplash.com/photos/7_kRuX1hSXM
Draft Persistent Identifier policy
Out for consultation since mid December 2019
Over 900 downloads and comments from Australia, USA, China and
obviously Europe!
New version due in March and implementation guidelines in
Summer 2020
Comment on PID forum: https://www.pidforum.org/t/please-give-
us-your-feedback/775
Policy: https://doi.org/10.5281/zenodo.3574203
Draft Rules of Participation
GROUND RULES
G1. EOSC is open to all
G2. EOSC resources are registered in an EOSC recognised catalogue
DATA RULES
D1. Data resources exposed through EOSC are free of charge at the
point of access
D2. Data producers adhere to principles of proper research conduct .
D3. Data providers determine the terms of use of data resources.
D4. Data providers will respect principles of FAIR data.
D5. Data users adhere to the terms of use of data resources.
D6. Data users reference the source.
SERVICE PROVIDER RULES
S1. Services exposed through EOSC are free of charge at the point of access
S2. Service providers adhere to principles of proper research conduct.
S3. Service providers determine and publish the conditions of use of their services.
S4. Services align with EOSC service architecture
S5. Service users adhere to the terms of use of the services they consume.
S6. Service users reference the source.
OPERATOR RULES (related to EOSC Core)
Op1. Registry of Data and Service Catalogues
Op2. Onboarding of data and services
Op3. Monitoring and Accounting
Op4. Authentication and Authorisation
Op5. Search function and other global functions
Op6. APIs for value-add providers
Draft RoP imminent
Draft metrics and certification guidelines
Metrics based on output from FAIR Maturity Working Group in RDA
Based on tests, we will define what can be required in EOSC
Repository certification based on CoreTrustSeal, with phased entry
Workshop to define other services which should be certified
Papers out for consultation in w/c 10th February
Ongoing partnership proposal and SRIA
Partnership proposal is effectively a business case for Member States
to support EOSC and decide nature of relationship with EC
Strategic Research and Innovation Agenda aims to agree focus of
next Framework Programme and set budget allocation
Various drafts submitted to Governance Board between October
2019 – March 2020
Ongoing work…
Learning from
the Aussies
Image Mads Schmidt Rasmussen https://unsplash.com/photos/PByvSytCs6Y
What is the ARDC?
A transformational initiative that enables the
Australian research community and industry
to access nationally significant, leading edge
data intensive eInfrastructure, platforms,
skills and collections of high-quality data.
[It will become] a coherent research
environment to enable researchers to find,
access, contribute to and effectively use
services to maximise research quality and
impact.
https://ardc.edu.au
The organisation is not the thing
“The ARDC is not the
Australian Research
Data Commons”
Rosie Hicks, ARDC Chief Information Officer
Challenge of remit without authority…
ARDC holds the overall remit for bringing the Commons into existence but doesn’t have
the mandate to coordinate DDeRP (main stakeholders).
EOSC Exec Board has remit to steer but ultimately has no sway over H2020 projects.
Need to give greater emphasis to how we interact
Interact
Three under-represented groups in EOSC (my view)
Researchers
Institutions
Internationals
Recommendation:
Consider the role research institutions play in EOSC and
ways to ensure their input in included
Recommendation:
Involve the Research Infrastructures and representative bodies
e.g. Academies / Learned Societies more closely in EOSC work
Recommendation:
Institute an international advisor role and ensure each Working Group
endorses approaches that work globally, not just in EOSC context, unless
appropriate to do so
Report and presentation
Provides an overview to the ARDC and
Australian Research Data Commons
Makes recommendations for EOSC
implementation
https://doi.org/10.2777/41170
Slides:
www.slideshare.net/sjDCC/reflections-on-
eosc-through-the-mirror-of-ardc
Image Frame Harirak https://unsplash.com/photos/2oBDlim9r98
Take aways
Clarify the decision making process
Who is the ultimate authority to approve work?
When will they do this?
What information do they need?
What lead times do you need to work to?
For EOSC, the Governance Board (Member States & Associated Countries)
ultimately decide and we need a Legal Entity in place by December 2020 to
sign the MOU with the European Commission
Consult openly and transparently
Make documents public
Announce the consultation widely
Enable various forms of feedback – googledoc comments, survey
responses, voting/likes, freeform written responses, workshops…
Give clear timelines for responses and new versions
Be inclusive and encourage diversity
Adopt a ‘radical collaboration’ approach like Nancy McGovern
Who is at your table? Do they reflect the group you serve?
Consider gender, ethnicity, sexual orientation,
research discipline, career stage, professional
background, country, characteristics….
If necessary, level the playing field
https://publications.arl.org/14uvcr7
Engage research institutions
It’s where research happens and who is ultimately responsible
They are your friend – can act as a conduit to research community
Libraries, IT, research offices and local support staff will often point
researchers to relevant services
Build on partners like data stewards and research software engineers
Use global fora like the RDA
Copy what works elsewhere
Learn from others’ mistakes
Get a sounding board for your ideas
Build more robust, internationally applicable solutions
“If you want to go fast, go alone. If you want to go far, go together”
https://www.rd-alliance.org
Thanks!
Any questions?

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It takes more than a village: lessons on building global research commons

  • 1. It takes more than a village: lessons on building global research commons Sarah Jones, EOSC & DCC Email: sarah.jones@glasgow.ac.uk Twitter: @sjDCC National Data Services Framework Summit 5-6th February 2020 Ottawa, Canada Image by Marymount.edu Slides by EOSC Executive Board
  • 2. What is the Digital Curation Centre Future IDCC venue? Consultancy for International Development Research Council Sit on Portage steering group Delivered data science school in Costa Rica Open source code partnership with DMP Assistant a centre of expertise in digital information curation with a focus on building capacity, capability and skills for research data management and open science Deliver a range of services, increasingly internationally Consultancy Research projects DMPonline services Data management and open science training Events – RDMF, IDCC conference and workshops www.dcc.ac.uk Conducted CIFAR case study on delivering national AI strategy
  • 3. My role in relevant initiatives Co-author of Turning FAIR into Reality Expert Group report https://doi.org/10.2777/1524 Independent Expert on EOSC Executive Board and chair of FAIR Working Group https://www.eoscsecretariat.eu/eosc- governance/eosc-executive-board Co-chair of RDA Global Open Research Commons IG www.rd-alliance.org/groups/ global-open-research- commons-ig
  • 4. What is EOSC? Image: Martin Reisch https://unsplash.com/photos/6DivtP_WRYs
  • 5. A platform for European research Federation of existing services Web of FAIR research data (and services) Virtual space where science producers and consumers come together An open-ended range of content and services Quality mark « Data made in Europe »
  • 6. EOSC design principles Co-creation Research-led Community-driven Flexible by design Extensible / scalable Incremental and iterative Hands-on and participatory Continuous engagement, consultation & user testing bit by bit
  • 7. Long history of political agreements and activity Lots of groundwork since 2015 Council Conclusions Expert Group reports EC documents Major investment in EOSC related projects…
  • 8. EOSC Governance 2019-2020 EOSC governance structure
  • 9. EOSC Working Groups and Task Forces Landscape WG Rules of Participation WG Architecture WG FAIR WG Sustainability WG Skills & Training WG InternationalEngagementTaskForce CommunicationsTaskForce EOSC Executive Board Strategic focus Close liaison with Governance Board Practical implementation focused WGs https://www.eoscsecretariat.eu/eosc-working-groups
  • 10. Working Groups by numbers Landscape 15 male 9 female RoP 11 male 8 female Architecture 39 male 3 female FAIR 16 male 11 female Sustainability 10 male 8 female Experts represent 26 of the EU Member States and Associated Countries Skills 4 male 10 female
  • 11. A first iteration of EOSC by end 2020 Agreed and tested Rules of Participation (Rules of Participation WG) Analysis of the existing national infrastructures and policies (Landscape WG) Financing model, legal entity & post 2020 governance structure (Sustainability WG) Functioning federated core Initial set of EOSC data and services Architecture WG EOSC Interoperability Framework Persistent Identifier policy FAIR WG Metrics for FAIR data and certified services
  • 12. First iteration – a minimum viable EOSC (MVE) The MVE includes EOSC-Core and EOSC-Exchange which work with federated FAIR datasets MVE must enable the federation of existing and planned research data infrastructures Federate the disciplinary cluster and regional projects as a critical first step Begin with simple use cases – open data not sensitive or closed
  • 13. EOSC-Core: functions and proposed coverge Functions Provides the means to discover, share, access and re-use data and services Will not store, transport or process data, at least initially Should be as widely used as possible  will be accessible to any authenticated user to promote open research across Europe Proposed coverage Shared open science policy framework AAI framework Data access framework Service management & access framework Minimum legal metadata framework Open metrics framework PID services Help-desk
  • 14. Proposed second and third iterations Extensions to serve public sector and industry Not new user communities as public sector and industrial partners will already use MVE Would ideally be one ‘marketplace’ but differing requirements and legislation may require linked but alternately governed spaces Public-funded research Public sector Private sector
  • 15. EOSC is a journey – it won’t happen overnight
  • 16. Progress to date Image: Lindsay Henwood https://unsplash.com/photos/7_kRuX1hSXM
  • 17. Draft Persistent Identifier policy Out for consultation since mid December 2019 Over 900 downloads and comments from Australia, USA, China and obviously Europe! New version due in March and implementation guidelines in Summer 2020 Comment on PID forum: https://www.pidforum.org/t/please-give- us-your-feedback/775 Policy: https://doi.org/10.5281/zenodo.3574203
  • 18. Draft Rules of Participation GROUND RULES G1. EOSC is open to all G2. EOSC resources are registered in an EOSC recognised catalogue DATA RULES D1. Data resources exposed through EOSC are free of charge at the point of access D2. Data producers adhere to principles of proper research conduct . D3. Data providers determine the terms of use of data resources. D4. Data providers will respect principles of FAIR data. D5. Data users adhere to the terms of use of data resources. D6. Data users reference the source. SERVICE PROVIDER RULES S1. Services exposed through EOSC are free of charge at the point of access S2. Service providers adhere to principles of proper research conduct. S3. Service providers determine and publish the conditions of use of their services. S4. Services align with EOSC service architecture S5. Service users adhere to the terms of use of the services they consume. S6. Service users reference the source. OPERATOR RULES (related to EOSC Core) Op1. Registry of Data and Service Catalogues Op2. Onboarding of data and services Op3. Monitoring and Accounting Op4. Authentication and Authorisation Op5. Search function and other global functions Op6. APIs for value-add providers Draft RoP imminent
  • 19. Draft metrics and certification guidelines Metrics based on output from FAIR Maturity Working Group in RDA Based on tests, we will define what can be required in EOSC Repository certification based on CoreTrustSeal, with phased entry Workshop to define other services which should be certified Papers out for consultation in w/c 10th February
  • 20. Ongoing partnership proposal and SRIA Partnership proposal is effectively a business case for Member States to support EOSC and decide nature of relationship with EC Strategic Research and Innovation Agenda aims to agree focus of next Framework Programme and set budget allocation Various drafts submitted to Governance Board between October 2019 – March 2020 Ongoing work…
  • 21. Learning from the Aussies Image Mads Schmidt Rasmussen https://unsplash.com/photos/PByvSytCs6Y
  • 22. What is the ARDC? A transformational initiative that enables the Australian research community and industry to access nationally significant, leading edge data intensive eInfrastructure, platforms, skills and collections of high-quality data. [It will become] a coherent research environment to enable researchers to find, access, contribute to and effectively use services to maximise research quality and impact. https://ardc.edu.au
  • 23. The organisation is not the thing “The ARDC is not the Australian Research Data Commons” Rosie Hicks, ARDC Chief Information Officer
  • 24. Challenge of remit without authority… ARDC holds the overall remit for bringing the Commons into existence but doesn’t have the mandate to coordinate DDeRP (main stakeholders). EOSC Exec Board has remit to steer but ultimately has no sway over H2020 projects. Need to give greater emphasis to how we interact Interact
  • 25. Three under-represented groups in EOSC (my view) Researchers Institutions Internationals Recommendation: Consider the role research institutions play in EOSC and ways to ensure their input in included Recommendation: Involve the Research Infrastructures and representative bodies e.g. Academies / Learned Societies more closely in EOSC work Recommendation: Institute an international advisor role and ensure each Working Group endorses approaches that work globally, not just in EOSC context, unless appropriate to do so
  • 26. Report and presentation Provides an overview to the ARDC and Australian Research Data Commons Makes recommendations for EOSC implementation https://doi.org/10.2777/41170 Slides: www.slideshare.net/sjDCC/reflections-on- eosc-through-the-mirror-of-ardc
  • 27. Image Frame Harirak https://unsplash.com/photos/2oBDlim9r98 Take aways
  • 28. Clarify the decision making process Who is the ultimate authority to approve work? When will they do this? What information do they need? What lead times do you need to work to? For EOSC, the Governance Board (Member States & Associated Countries) ultimately decide and we need a Legal Entity in place by December 2020 to sign the MOU with the European Commission
  • 29. Consult openly and transparently Make documents public Announce the consultation widely Enable various forms of feedback – googledoc comments, survey responses, voting/likes, freeform written responses, workshops… Give clear timelines for responses and new versions
  • 30. Be inclusive and encourage diversity Adopt a ‘radical collaboration’ approach like Nancy McGovern Who is at your table? Do they reflect the group you serve? Consider gender, ethnicity, sexual orientation, research discipline, career stage, professional background, country, characteristics…. If necessary, level the playing field https://publications.arl.org/14uvcr7
  • 31. Engage research institutions It’s where research happens and who is ultimately responsible They are your friend – can act as a conduit to research community Libraries, IT, research offices and local support staff will often point researchers to relevant services Build on partners like data stewards and research software engineers
  • 32. Use global fora like the RDA Copy what works elsewhere Learn from others’ mistakes Get a sounding board for your ideas Build more robust, internationally applicable solutions “If you want to go fast, go alone. If you want to go far, go together” https://www.rd-alliance.org