EGIIn SPIRE Sustaining EGI Sergio Andreozzi Strategy and

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

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

What do we mean by “Sustaining EGI”? “by the end of EGI-In. SPIRE, we should not depend anymore on EC funding for operating the federation” 2010 -2013 that delivers value “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 22/05/14 EGI-In. SPIRE RI-261323 3 www. egi. eu

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

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

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

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

EGI Service Portfolio Services coordinated by EGI. eu and delivered in collaboration with NGIs/EIROs Coordination • Project and Programme Management • Operations Coordination • Technology Coordination • Security Coordination 22/05/14 EGI-In. SPIRE RI-261323 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 8 www. egi. eu

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

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

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

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

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 EGI-In. SPIRE RI-261323 13 www. egi. eu

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 EGI-In. SPIRE RI-261323 14 www. egi. eu

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, …) Open Science Commons 22/05/14 EGI-In. SPIRE RI-261323 15 www. egi. eu

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

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 EGI-In. SPIRE RI-261323 17 www. egi. eu

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 Open. AIRE 22/05/14 EGI-In. SPIRE RI-261323 18 www. egi. eu

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

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

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

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 EGI-In. SPIRE RI-261323 22 www. egi. eu

New Service Development • Examples of innovations planned: • Federated Storage: Enhanced Cloud STaa. S service with a single entry point, for virtually unlimited storage • i. Paa. S: 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 EGI-In. SPIRE RI-261323 23 www. egi. eu

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 EGI-In. SPIRE RI-261323 24 www. egi. eu

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 EGI-In. SPIRE RI-261323 25 www. egi. eu

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

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 EGI-In. SPIRE RI-261323 27 www. egi. eu

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 EGI-In. SPIRE RI-261323 28 www. egi. eu