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Matthew Dovey, ([email protected])...Aligns “Engaging Citizens” and “Getting Things...

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Governance and Sustainability of EOSC Ambitions, Challenges and Opportunities Matthew Dovey, ([email protected]) EOSC Stakeholder Forum, 29 th November 2017
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Page 1: Matthew Dovey, (matthew.dovey@jisc.ac.uk)...Aligns “Engaging Citizens” and “Getting Things Done.” 2 Organizations Managing for Results: Aligns “Measuring Results” and “Getting

Governance and Sustainability of EOSC

Ambitions, Challenges and Opportunities

Matthew Dovey, ([email protected])

EOSC Stakeholder Forum, 29th November 2017

Page 2: Matthew Dovey, (matthew.dovey@jisc.ac.uk)...Aligns “Engaging Citizens” and “Getting Things Done.” 2 Organizations Managing for Results: Aligns “Measuring Results” and “Getting

EOSCPilot’s vision on EOSC governance

Capable of supporting the definition, management and coordination of EOSC components and service providers without imposing a strict hierarchical model or supply chain

Define organisational, operational and managerial interoperability, whilst recognising the System-of-Systems will evolve and adapt over time.

A rich ecosystem consisting of many different stakeholders and a heterogeneity of services and technologies which will need to operate across a wide range of organisational, community and national borders.

Same principles of openness, transparency and inclusion that EOSC seeks to encourage amongst the research community

Stakeholders Forum

Governance Board

(Executive) Institutional funders

(Member States, EC)

Three level governance model introduced in the EOSC declaration

www.eoscpilot.eu The European Open Science Cloud for Research pilot project is funded by the European Commission, DG Research & Innovation under contract no. 739563

2

http://eoscpilot.eu/content/d22-draft-governance-framework-european-open-science-cloud

Page 3: Matthew Dovey, (matthew.dovey@jisc.ac.uk)...Aligns “Engaging Citizens” and “Getting Things Done.” 2 Organizations Managing for Results: Aligns “Measuring Results” and “Getting

Importance of MS and Associated Countries in the governance and decision making

Stakeholders have different roles and their participation

may serve different purposes

in EOSC

Governance as simple and flexible as possible, no need

to create new legal structure, leverage on what is already

existing

Federated governance framework

for the EOSC

Layered governance framework,

importance of interoperability between layers

Apply European Interoperability

Framework and Digital Governance Ecosystem

of Internet

Unclear relation between the governance model described in the EOSC declaration and governance framework draft

by EOSCpilot

Involve all stakeholders in the

governance, including

researchers and citizens

Items for the framework draft • European Interoperability

Framework one of the founding elements of the governance framework.

• Three options for the EOSC Core Resources Delivery Model; one of which does not foresee any new legal structure or organization.

• Governance model described in the EOSC declaration included in the governance framework draft, the relation between the two explained.

• Community governance model applied in the framework ensuring stakeholder driven.

Consultation feedback

Page 4: Matthew Dovey, (matthew.dovey@jisc.ac.uk)...Aligns “Engaging Citizens” and “Getting Things Done.” 2 Organizations Managing for Results: Aligns “Measuring Results” and “Getting

Stakeholder Roles

www.eoscpilot.eu The European Open Science Cloud for Research pilot project is funded by the European Commission, DG Research & Innovation under contract no. 739563

4

CONSUMER Will make use of services, data, or other resources from EOSC Learned Societies, Research Communities, Scientific and Professional Associations Research Infrastructures Research Producing Organisation e-Infrastructures, VRE, and Other H2020 Projects Academic Institutions and Research Libraries General Public

PROVIDER Provides services, data or other resources (e.g. training) into EOSC e-Infrastructures, VRE, and Other H2020 Projects Service Providers Enterprise Academic Institutions and Research Libraries Research Infrastructures

DECISION-MAKERS Will be involved in the strategic direction, compliance and funding of EOSC National, Regional or Local Government Agencies Research Funding Bodies

Page 5: Matthew Dovey, (matthew.dovey@jisc.ac.uk)...Aligns “Engaging Citizens” and “Getting Things Done.” 2 Organizations Managing for Results: Aligns “Measuring Results” and “Getting

Community Governance Models

www.eoscpilot.eu The European Open Science Cloud for Research pilot project is funded by the European Commission, DG Research & Innovation under contract no. 739563

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http://www.rtmteam.net/page.php?pageID=25&section=overview_of_ecg

1 Community Problems Solving: Aligns “Engaging Citizens” and “Getting Things Done.”

2 Organizations Managing for Results: Aligns “Measuring Results” and “Getting Things Done.”

3 Citizens Reaching for Results: Aligns “Engaging Citizens” and “Measuring Results.”

4 Communities Governing for Results: Aligns all three core skills.

Page 6: Matthew Dovey, (matthew.dovey@jisc.ac.uk)...Aligns “Engaging Citizens” and “Getting Things Done.” 2 Organizations Managing for Results: Aligns “Measuring Results” and “Getting

EOSC Governance Layers

www.eoscpilot.eu The European Open Science Cloud for Research pilot project is funded by the European Commission, DG Research & Innovation under contract no. 739563

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1. Institutional, including EU Member

States and European Commission

2. Executive/Operational, including a

governance board at the executive

level and relevant working

committees (e.g. thematic and

functional)

3. Advisory, including a stakeholder

forum

Measuring Results (+ identifying)

Strategic

Getting things done Executive

Engaging community Steering

Page 7: Matthew Dovey, (matthew.dovey@jisc.ac.uk)...Aligns “Engaging Citizens” and “Getting Things Done.” 2 Organizations Managing for Results: Aligns “Measuring Results” and “Getting

Community Governance Model for EOSC

www.eoscpilot.eu The European Open Science Cloud for Research pilot project is funded by the European Commission, DG Research & Innovation under contract no. 739563

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Steering EOSC Stakeholders

(Providers, Consumers, Intermediaries)

Executive Strategic

Requirements Best Practices

Objectives Metrics

Performance Against Needs

EOSC Resources

Page 8: Matthew Dovey, (matthew.dovey@jisc.ac.uk)...Aligns “Engaging Citizens” and “Getting Things Done.” 2 Organizations Managing for Results: Aligns “Measuring Results” and “Getting

EOSC Resource Model

www.eoscpilot.eu The European Open Science Cloud for Research pilot project is funded by the European Commission, DG Research & Innovation under contract no. 739563

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EOSC resources = technical, middleware, knowledge, access and facilitation services

Most of the resources within EOSC fully compliant with the Principles of Engagement (PoE) Compliant

Compatible

External

Not fully compliant (yet), technically compatible with the EOSC, of value to EOSC Consumers

Resources outside of EOSC, of value to EOSC consumers, may or not be technically compatible with EOSC resources, “non-EOSC approved players are free to explore any role in the Open Science ecosystem they wish, even if they do not adhere to the PoE”

Exte

rnal

EOSC

Co

mp

lian

t Compatible

EOSC

Co

re

Res

ou

rces

EOSC Supported Resources

Externally Supported Resources

Interactive Session - 13:30 Principles of engagement in the EOSC – Plenary Room

Page 9: Matthew Dovey, (matthew.dovey@jisc.ac.uk)...Aligns “Engaging Citizens” and “Getting Things Done.” 2 Organizations Managing for Results: Aligns “Measuring Results” and “Getting

EOSC Governance Decision Flow Model

www.eoscpilot.eu The European Open Science Cloud for Research pilot project is funded by the European Commission, DG Research & Innovation under contract no. 739563

9

Executive

Executive\Governance Board

External

EOSC

Compliant

EOSC Core Resources

Co

mp

atible

EOSC

Sup

po

rted

Reso

urces

Externally Su

pp

orted

Reso

urces

Strategic

National Institutional

Forum

External Funders Forums

Steering

Stakeholder Forum

Consumer Forums

Research Communities Research Producing

Organisations

Provider Forums

Public sector services Enterprise services

Technology providers

Intermediaries ESFRI

E-Infrastructures

Provides Solutions

Subsidises Incentivises

Compensates

Objectives Metrics

Scientific Case Requirements & Proposals Technology Requirements & Proposals

Policy\Principles of Engagement Requirements & Proposals

Performance and Impact

Report against

Objectives\Metrics

Page 10: Matthew Dovey, (matthew.dovey@jisc.ac.uk)...Aligns “Engaging Citizens” and “Getting Things Done.” 2 Organizations Managing for Results: Aligns “Measuring Results” and “Getting

EOSC Governance Decision Flow Model

www.eoscpilot.eu The European Open Science Cloud for Research pilot project is funded by the European Commission, DG Research & Innovation under contract no. 739563

10

Executive

Executive\Governance Board

External

EOSC

Compliant

EOSC Core Resources

Co

mp

atible

EOSC

Sup

po

rted

Reso

urces

Externally Su

pp

orted

Reso

urces

Strategic

National Institutional

Forum

External Funders Forums

Steering

Stakeholder Forum

Consumer Forums

Research Communities Research Producing

Organisations

Provider Forums

Public sector services Enterprise services

Technology providers

Intermediaries ESFRI

E-Infrastructures

Provides Solutions

Subsidises Incentivises

Compensates

Objectives Metrics

Scientific Case Requirements & Proposals Technology Requirements & Proposals

Policy\Principles of Engagement Requirements & Proposals

Performance and Impact

Report against

Objectives\Metrics

Page 11: Matthew Dovey, (matthew.dovey@jisc.ac.uk)...Aligns “Engaging Citizens” and “Getting Things Done.” 2 Organizations Managing for Results: Aligns “Measuring Results” and “Getting

EOSC Core Resources Delivery Models

www.eoscpilot.eu The European Open Science Cloud for Research pilot project is funded by the European Commission, DG Research & Innovation under contract no. 739563

11

Interactive Session - 11:00 Sustainability of the EOSC – Room 213/215

Page 12: Matthew Dovey, (matthew.dovey@jisc.ac.uk)...Aligns “Engaging Citizens” and “Getting Things Done.” 2 Organizations Managing for Results: Aligns “Measuring Results” and “Getting

EOSC Governance Decision Flow Model

www.eoscpilot.eu The European Open Science Cloud for Research pilot project is funded by the European Commission, DG Research & Innovation under contract no. 739563

12

Executive

Executive\Governance Board

External

EOSC

Compliant

EOSC Core Resources

Co

mp

atible

EOSC

Sup

po

rted

Reso

urces

Externally Su

pp

orted

Reso

urces

Strategic

National Institutional

Forum

External Funders Forums

Steering

Stakeholder Forum

Consumer Forums

Research Communities Research Producing

Organisations

Provider Forums

Public sector services Enterprise services

Technology providers

Intermediaries ESFRI

E-Infrastructures

Provides Solutions

Subsidises Incentivises

Compensates

Objectives Metrics

Scientific Case Requirements & Proposals Technology Requirements & Proposals

Policy\Principles of Engagement Requirements & Proposals

Performance and Impact

Report against

Objectives\Metrics

Page 13: Matthew Dovey, (matthew.dovey@jisc.ac.uk)...Aligns “Engaging Citizens” and “Getting Things Done.” 2 Organizations Managing for Results: Aligns “Measuring Results” and “Getting

European Interoperability Framework

www.eoscpilot.eu The European Open Science Cloud for Research pilot project is funded by the European Commission, DG Research & Innovation under contract no. 739563

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Page 14: Matthew Dovey, (matthew.dovey@jisc.ac.uk)...Aligns “Engaging Citizens” and “Getting Things Done.” 2 Organizations Managing for Results: Aligns “Measuring Results” and “Getting

Country 3 National Technical

Interoperability Principles for

National providers

Country 2 National Technical

Interoperability Principles for

National providers

Scientific Community 2

Data Interoperability Principles

Interoperability Domains of Domains

www.eoscpilot.eu The European Open Science Cloud for Research pilot project is funded by the European Commission, DG Research & Innovation under contract no. 739563

14

Scientific Community 1 Data Interoperability

Principles

EOSC Data Interoperability

Principles

Scientific Community 3

Data Interoperability Principles

Country 1 National Technical Interoperability

Principle for National providers

EOSC Technical Interoperability

Principles

EOSC Principles

Page 15: Matthew Dovey, (matthew.dovey@jisc.ac.uk)...Aligns “Engaging Citizens” and “Getting Things Done.” 2 Organizations Managing for Results: Aligns “Measuring Results” and “Getting

Interoperability Contexts

www.eoscpilot.eu The European Open Science Cloud for Research pilot project is funded by the European Commission, DG Research & Innovation under contract no. 739563

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Page 16: Matthew Dovey, (matthew.dovey@jisc.ac.uk)...Aligns “Engaging Citizens” and “Getting Things Done.” 2 Organizations Managing for Results: Aligns “Measuring Results” and “Getting

Stakeholder Forums Strawman

www.eoscpilot.eu The European Open Science Cloud for Research pilot project is funded by the European Commission, DG Research & Innovation under contract no. 739563

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Steering

Stakeholder Forum

Consumer Forums

Research Communities Research Producing

Organisations

Provider Forums

Public sector services Enterprise services

Technology providers

ESFRI E-Infrastructures

Interactive Session - 13:30 Shape the advisory stakeholder forum – Room 213/215

Birds of a Feather Groups (BOFs)

Oversight Board

Thematic Area Committees

Working Groups

Page 17: Matthew Dovey, (matthew.dovey@jisc.ac.uk)...Aligns “Engaging Citizens” and “Getting Things Done.” 2 Organizations Managing for Results: Aligns “Measuring Results” and “Getting

Co-design the Stakeholder Forums with stakeholders Develop Business Models for Executive to deliver EOSC Incorporate Principles of Engagement into the Governance Framework Incorporate Policy Framework into the Governance Framework Discuss, pilot and develop the Governance Framework with stakeholders

13:30 Shape the advisory stakeholder forum – Room 213/215

11:00 Sustainability of the EOSC – Room 213/215

13:30 Principles of engagement in the EOSC – Plenary Room

11:00 Building a European policy framework – Room 211/212

EOSC Governance workshop, Porto, 25 January

https://eudat.eu/eudat-conference-2018-programme

Next Steps

www.eoscpilot.eu The European Open Science Cloud for Research pilot project is funded by the European Commission, DG Research & Innovation under contract no. 739563

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Page 18: Matthew Dovey, (matthew.dovey@jisc.ac.uk)...Aligns “Engaging Citizens” and “Getting Things Done.” 2 Organizations Managing for Results: Aligns “Measuring Results” and “Getting

Get involved

Stakeholder Forum Sessions 11:00 Building a European policy framework – Room 211/212

11:00 Sustainability of the EOSC – Room 213/215

13:30 Principles of engagement in the EOSC – Plenary Room

13:30 Shape the advisory stakeholder forum – Room 213/215

EOSC Governance workshop, Porto, 25 January in conjunction with EUDAT conference

https://eudat.eu/eudat-conference-2018-programme

Draft Governance Framework http://eoscpilot.eu/content/d22-draft-governance-framework-european-open-science-cloud

Governance Development Forum https://eoscpilot.eu/about/governance-framework

Register for project updates at https://eoscpilot.eu/user/register

www.eoscpilot.eu

The European Open Science Cloud for Research pilot project is funded by the European Commission, DG Research & Innovation under contract no. 739563

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Page 19: Matthew Dovey, (matthew.dovey@jisc.ac.uk)...Aligns “Engaging Citizens” and “Getting Things Done.” 2 Organizations Managing for Results: Aligns “Measuring Results” and “Getting

www.eoscpilot.eu The European Open Science Cloud for Research pilot project is funded by the European Commission, DG Research & Innovation under contract no. 739563

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