=Paper=
{{Paper
|id=Vol-2277/paper01
|storemode=property
|title=
Relevance of EOSC and FAIR in the Realm of Open Science and Phases of Implementing the EOSC
|pdfUrl=https://ceur-ws.org/Vol-2277/paper01.pdf
|volume=Vol-2277
|authors=Michel Schouppe,Jean-Claude Burgelman
|dblpUrl=https://dblp.org/rec/conf/rcdl/SchouppeB18
}}
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Relevance of EOSC and FAIR in the Realm of Open Science and Phases of Implementing the EOSC
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Relevance of EOSC and FAIR in the Realm of Open Science and Phases of Implementing the EOSC Michel Schouppe Jean-Claude Burgelman European Commission (Directorate-General for Research and Innovation), Brussels, Belgium Michel.Schouppe@ec.europa.eu Jean-Claude.Burgelman@ec.europa.eu Abstract. In the realm of its Open Science strategy, the European Commission (EC) has announced its intentions to promote open access to research data resulting from publically funded research under Horizon 2020 to increase the circulation and exploitation of knowledge. Openness should become the default case respecting constraints to privacy, national security and intellectual property rights. For making open science happen, two major pillars need to be addressed. Data needs to be FAIR (Findable, Accessible, Interoperable, Reusable) to overcome the fragmentation and inefficiencies and thus to increase data reuse effectively. Commissioner Moedas made clear that "Europe's final transition must be one from fragmented data sets to an integrated European Open Science Cloud (EOSC)". By 2020, all European researchers need to be able depositing, accessing and analyzing European scientific data through the EOSC. EOSC and FAIR research data are closely related and the EC is working out phases for implementing EOSC and action plans to make data FAIR. Keywords: Open Science, European Open Science Cloud (EOSC), FAIR data management, open data sharing, research infrastructures, e-infrastructures, cloud technologies. more responsive to societal challenges and closer to 1 Introduction citizens. The ongoing transition to open science brings new opportunities to accelerate fundamental In a fast moving and increasingly interdependent world, research, cross-disciplinary research, cutting many social, economic and sustainability issues faced by edge innovation and co-designed pathways countries and citizens are cross-border and inter- towards sustainability. disciplinary in nature. Grand societal challenges like climate change, health and energy are intertwined with Since about five years, the European Commission – local and regional issues. Addressing such complex at the instigation of Carlos Moedas, the EU challenges at various scales requires strengthening Commissioner for Research, Science and Innovation - collaboration across borders and disciplines based on has placed the concepts of Open Science, Open new shared approaches to generate and diffuse scientific Innovation and Open to the World at the center of the knowledge (the latter being increasingly data driven by European policy for research and innovation [6]. Broad default). consultations and engagement activities across Europe In 2013, the G8 science ministers recognized the since 2014 have resulted into eight Open Science policy pivotal role of science to secure present and future actions, including the following two pillars: sustainable growth [7]. Proposed areas for collaboration • to develop research infrastructures for Open Science included global challenges, global research and a common European framework to improve data infrastructure, open scientific research data, and storage, access, analysis, re-use and governance of increasing access to the peer-reviewed, published results research data; of scientific research. • to mainstream and further promote open access to At the Hangzhou Summit in 2016, the G20 Leaders research data (and metadata), as well as data resolved to promote open science and to facilitate management practices aiming at making these data appropriate access to public funded research results Findable, Accessible, Interoperable and Re-usable through implementation of Findable, Accessible, (FAIR). Interoperable and Reusable (FAIR) principles [8]. Open Science provides a fundamental transformation of the whole research lifecycle to make it more open and 2 The European Open Science Cloud accessible, more credible with increased integrity, more As a general trend, the quantity of data produced by or reliable and transparent, more efficient and collaborative, susceptible to be injected in research life cycles is growing exponentially. With the internet of everything, all reality tends to become a data point and therefore fit Proceedings of the XX International Conference for research. Exploiting this trend requires levelling up “Data Analytics and Management in Data Intensive capacities to discover, access, and process research data Domains” (DAMDID/RCDL’2018), Moscow, Russia, October 9-12, 2018 1 and information of different types, volumes and origins. communities and heterogeneous access policies by The challenge becomes more acute when investigating different research data infrastructures generate complex the intersection of multiple fields, disciplines and ecosystems of poorly interoperable data infrastructures. cultures. This emphasizes an increasing dependency of Resulting data silos slow down the circulation of science and innovation on new Information and knowledge and prevent cross-fertilization of Communication Technologies (ICT) including interdisciplinary research. This kind of situation occurs technologies for data analytics and processing on the in Europe and other regions of the world. cloud. It also highlights the pressing need to better The FAIR data principles were first introduced in address cross-domain interoperability. 2014 and published in 2016 [9] to define a minimal set As a matter of fact, too many datasets and of community-agreed guiding principles allowing both publications from publicly funded research still remain humans and machines to Find, Access, Interoperate and beyond the reach of most scientists, even of scientists Re-use data. The initial intention was to support research belonging to the same discipline. Obstacles are diverse data providers to follow good data management and data ranging from a huge variety of individual (or stewardship practices. The principles are being community) data handlings to the low level of resources progressively extended to other digital objects (including (e.g. time, budget, skills) invested in data annotation and algorithms, models, and workflows) produced by preservation researchers, as well as to data managed by the public The European Open Science Cloud (EOSC) initiative sector. has been proposed in 2016 by the European Commission Policy-related action to support the demand for FAIR as part of the European Cloud Initiative to build a data has started in Europe. Leading by example, the competitive data and knowledge economy in Europe [1]. European Commission has introduced the obligation of The EOSC initiative is a means to give a strong push in FAIR Data Management Plans (DMPs) in the context of Europe towards the FAIR management of research data Horizon 2020, the EU Framework Programme for and to ensure that European researchers and research and innovation in the period 2014-2020. professionals in science and technology reap the full Horizon Europe – the successor of Horizon 2020 after benefits of the data-driven science. 2020 – is being conceived to support Open Science at all The ambition is to set up a virtual environment which levels [3]. federates the handling of research data by existing At the same time, the EU Member States are scientific data infrastructures and provides a one-stop- consistently working on open access to and preservation shop (from the point of view of the researcher) for of scientific information. Overall, open access and open seamless access to services supporting the research science are also consistently included in the national community along the data life cycle. Data providers will research agendas. benefit from services for data annotation, storage, The next challenge will be to turn the FAIR data curation and long term preservation on trusted principles into practice by all European stakeholders repositories. Data users will be empowered to discover, across all EU Member States. A FAIR Data Action Plan access, re-use, combine and analyze research data. [2] will be released in November including actions until Amongst its future service offering, the EOSC would 2020 to operationalize the FAIR data principles. also connect to underpinning high-capacity cloud solutions with super-computing capacity. 4 The EOSC implementation roadmap The EOSC will be discipline-agnostic. As such, the initiative represents a collective venture of which the An extensive consultation with scientific and implementation must remain inclusive of all stakeholders institutional stakeholders in Europe took place in 2016 including research communities, research institutions, and 2017. This consultation confirmed the demand for a research infrastructures, research funding bodies and fit for purpose pan-European federation of research data policy makers. infrastructures, with a view to moving from the current Following the example of the internet, the EOSC will fragmentation to a situation where data is easy to store, be governed by rules and procedures which are not find, share and re-use. physically related to a server or institutions. EOSC is The summary outcome of the consultation was therefore sometimes associated to the internet of FAIR presented in March 2018 by the European Commission research data. in the form of a roadmap for implementing the EOSC [4]. Challenges are multi-dimensional: scientific, This roadmap was broadly welcomed by the Council of technical, cultural and governance-related. Europe's the European Union on the occasion of Competitiveness decision to develop the EOSC reflects the willingness to Council on 18 May 2018. Implementation will follow a "embrace change, try new things and be willing to take two-stage approach for the roll-out of the EOSC. The risks to keep European research and innovation at the initial phase will run until 2020 and be essentially forefront of modernity and economic growth”[5]. implemented through a batch of Horizon 2020 projects. The start of the second phase after 2020 will depend on an in-depth evaluation of the initial phase by the 3 The FAIR data principles and the European Commission and the Member States. European FAIR data action plan The roadmap till 2020 includes twelve action lines Varying data management practices by different research related to (i) the EOSC architecture, (ii) the FAIR data 2 principles, (iii) services and datasets accessible via the References EOSC, (iv) rules of participation and (v) the governance structure of the EOSC. [1] "European Cloud Initiative - Building a Before the end of the year, the governance structure competitive data and knowledge economy in will be formally set up as an agreement of the Member Europe", Communication of the European States at the ministerial level. A prototype "EOSC Commission to the European Parliament, the Portal" will also be launched and will evolve to become Council, the European Economic and social the future universal entry point to the EOSC service and Committee of the Regions, COM(2016) 178 data gateways. The EOSC platform will progressively final, 19 April 2016 expand its catalogues of data and services following a [2] Hodson S., Jones S., Collins S., Genova F., continued survey of data infrastructures in Europe Harrower N., Mietchen D., Petrauskaité R., interested in taking part in the development phase of the Wittenburg P., FAIR Data Action Plan: Interim EOSC. Following a recent open consultation, a recommendations and actions from the compliance framework including rules of participation to European Commission Expert Group on FAIR the EOSC will be refined to take into consideration the data, 2018, diversity of EOSC providers and users. These rules will https://doi.org/10.5281/zenodo.1285290 guide future operationalization of day-to-day [3] Lamy P. Brudermüller M., Ferguson M., Friis transactions across the EOSC federation and strengthen L., Garmendia C., Gray I., Gulliksen J., requirements for FAIR-accredited/certified data Kulmala H., Maher N., Plents Fagundes M., infrastructures in Europe. Wozniak L. A., Zic Fuchs M. "Investing in the European future we want", Report of the 5 Conclusions independent High Level Group on maximising the impact of EU Research & Innovation 2018 is a landmark year for the EOSC. Consultation, Programmes, European Commission engagement and pilot demonstration activities conducted publication, © European Union, 2017, ISBN during the last years are now converging to kick-off the 978-92-79-70571-7, doi:10.2777/477357 initial phase of implementation. [4] "Implementation Roadmap for the European The EOSC typifies an Open Science accelerator Open Science Cloud", Commission Staff aiming at promoting data Commons and developing a Working Document, SWD(2018) 83 final, 14 FAIR ecosystem in Europe. Implementation will follow March 2018 a step-wise approach. While, the EOSC will foremost serve the research community in Europe, it will then [5] Moedas C., Next Steps in Tackling Societal expand further to the broader community of users Challenges, Extract from the statement by the including European public authorities, SMEs and European Commissioner for Research, Science citizens. and Innovation, Lund, Sweden, 4 December In that respect EOSC is Europe’s answer - as a public 2015. good - to the transition to open science. [6] "Open innovation, open science, open to the While EOSC has a pan-European focus, its scope is world – A vision for Europe", European global. The initiative is framed to become a major EU Commission publication, © European Union, contribution to a global playing field regarding open and 2016, ISBN 978-92-79-57346-0, FAIR research data and related services. Over time, the doi:10.2777/061652 EOSC will reach out beyond its initial core of European [7] "Open scientific research data should be easily infrastructures and gradually widen to interested discoverable, accessible, assessable, intelligible, networks and nodes from global research partners. useable, and wherever possible interoperable to specific quality standards.” G8 Science Acknowledgments. This paper draws largely on Ministers Statement, London UK, 12 June observations and recommendations by the Open Science 2013, Policy Platform of the European Commission, the High https://www.gov.uk/government/news/g8- Level Expert Group on the European Open Science science-ministers-statement. Cloud, the European Commission Expert Group on [8] "We support appropriate efforts to promote FAIR data and the group of Horizon 2020 projects open science and facilitate appropriate access to involved in the Implementation Roadmap for the publicly funded research results on findable, European Open Science Cloud [4]. accessible, interoperable and reusable (FAIR) principles." G20 Leaders’ Communiqué, Disclaimer. The views expressed in this paper do not Hangzhou Summit, China, 5 September 2016, necessarily represent the opinions of the European http://europa.eu/rapid/press- Commission or any other body; nor do they commit the release_STATEMENT-16-2967_en.htm Commission to implement them. [9] Wilkinson M. D., Dumontier M., Aalbersberg I. J., Appleton G., Axton M., Baak A., Blomberg N., Boiten J-W., da Silva Santos L. B., Bourne P. E., Bouwman J., Brookes A. J., Clark T., 3 Crosas M., Dillo I., Dumon O., Edmunds S., Evelo C. T., Finkers R., Gonzalez-Beltran A., Gray A. J. G., Groth P., Goble C., Grethe J. S., Heringa J., ’t Hoen P. A. C., Hooft R., Kuhn T., Kok R., Kok J., Lusher S. J., Martone M. E., Mons A., Packer A. L., Persson B., Rocca-Serra P., Roos M., van Schaik R., Sansone S-A., Schultes E., Sengstag T., Slater T., Strawn G., Swertz M. A., Thompson M., van der Lei J., van Mulligen E., Velterop J., Waagmeester A., Wittenburg P., Wolstencroft K., Zhao J. Mons B.: The FAIR Guiding Principles for scientific data management and stewardship. In: Scientific Data volume 3, Article number: 160018 (2016). doi:10.1038/sdata.2016.18, 15 March 2016 4