BELMONT FORUM E-INFRASTRUCTURES AND DATA

MANAGEMENT PROJECTUpdates and Next Steps to Deliver the final

Community Strategy and Implementation Plan

Lee Allison and Robert Gurney, Co-Chairs

US Delegation Call on November 6, 2014

Agenda

1. Interim Report1. Process – how did we get here?

2. Conclusions and Recommendations

2. Belmont Forum feedback3. Addressing the deliverables and timeline4. Discussion and Questions

E-Infrastructures and Data Management Project:

• Address Belmont Challenge priorities

• Leverage’ existing investments through international added value

• Bring together new partnerships of natural scientists, social scientists, and users

• Improve how funding agencies collaborate with each other and develop new opportunities for research

Interim ReportSeptember 2014

Progress Report Preview of emerging findings, conclusions, recommendations

Short-term recommendations that the Belmont Forum should consider implementing in 2015

All WP contributions were included; mature recommendations were synthesized in report body

Assessment of what needs to be done to deliver the final Community Strategy and Implementation Plan

Road to the Interim Report (1)

WP ActivitiesFebruary 2014 –

August 2014

WP ThemesData stewardship, including data

management plans (1, 4, 6), Legal (4, 6), funding scientific research (4),

Open Data (5), Exemplars/case studies (2, 3), Governance (6),

Security (6), Education (6)August 2014

Road to the Interim Report (2)

Steering Committee MtgCross-Cutting Recommendation Themes

1. Communication, collaboration, and coordination2. Mapping the cyberinfrastructure “landscape” in the short and long-term3. Active data management and stewardship principles or requirements4. Funding of research infrastructure 5. Funding of scientific research, including proposal requirements and evaluation6. Security issues7. Knowledge transfer and development schema8. Legal issues

Paris, August 2014

Road to the Interim Report (3)

Secretariat Writing Session

Outcomes >> 4 cross-cutting near-

term recommendations

NSF Headquarters, Washington DC, September

2014

Steering Committee & WP Review

September 2014

Delivered to

the BF; BF

Annual Meetin

gSeptember 22; October 8-10

2014

Interim Report: Contents

Actions that produce quick wins leading to recognizable results

Strategic leverage points that make a large impact with little funding or policy changes

Analysis of funding mechanisms that best sustain e-infrastructures

Strategic community-building initiatives around data infrastructures

Process to engage the Belmont Forum in the co-design of future CRAs to keep pace with changing global e-infrastructure landscape

Findings and Emerging Conclusions

Coordination of data and information is universally recognized as essential for global environmental research

Much agreement, consistency, commonality, convergence across the Work Packages

Funding e-Infrastructure is very different from funding research Necessary to address cultural, organizational, and social obstacles in tandem with

technical challenges High Performance Computing Infrastructure (HPCI) and Data Intensive Analysis

Infrastructure (DIAI) need to be considered together for both to be effective and create usable and actionable information for science and society

More international Collaboration, Coordination, and Communication is needed More Training, Knowledge Transfer and co-Development between computer

science and environmental science is needed

Findings and Emerging Conclusions

There is a role and need for the Belmont Forum to: Foster good practice on sharing data in the scientific community Solicit, prioritize and develop use cases/exemplars that employ user-driven approaches that bring together environmental scientists, computer scientists, and data centers

Design and implement short courses to start to bridge skills gaps and promote best practices between HPCI and DIAI communities, and environmental sciences more generally

Support and fund activities that increase awareness of data security and legal issues

Near-Term Recommendations

1. Establish e-Infrastructure Community Social Elements and Coordination

2. Create Working Groups and Promote Training Activities

3. Foster Active Data Management and Stewardship Principles

4. Provide Support for the Development of Case Studies and Exemplars

1. Establish E-infrastructure Community Social Elements and Coordination

Build a coordinated network of contributors that will: Continue to map the dynamic landscape of interoperability, architecture,

organizational efforts and expertise

Increase communication across global e-infrastructure efforts

Identify people, projects, programs, organizations working toward interoperability in science informatics, and the specific roles they play

Establish (or support existing) capabilities to: Develop reference frameworks for legal and security issues around data

Formulate specific plans for training

Coordinate both between these efforts and with worldwide efforts in e-infrastructure

Support legal, security and training working groups (proposed)

2. Create Working Groups and Promote Training Activities

Establish Legal, Security and Training working groups Coordinate national activities by Belmont Forum members

Deliverables: Legal and Security

Legal Guide and Compendium Draft Data Security Guide and Compendium Draft

Training Mechanisms for recognition of training agreed with relevant professional bodies Exemplar summer schools and online courses Criteria for programs or short courses to be adopted by the Belmont Forum

3. Foster Active Data Management and Stewardship Principles

BF-funded research projects are required to: Create and implement Data Management Plans (DMPs)

BF monitors and evaluates DMP implementation; factor in future BF funding

Identify additional DMP costs Funders could provide infrastructure including data repositories to reduce overall data management costs

Make datasets publicly available by default Restricting access requires appropriate justifications

Place datasets into trusted data repositories with appropriate metadata Datasets are given data quality indicators

Make data interoperable and accessible Comply with minimum standards for international programs, such as Future Earth, to

ensure usability and compliance across disciplines and activities internationally

Individual BF members should adopt, monitor, and evaluate the implementation of a harmonized DMP template

4. Provide Support for the Development

of Case Studies and Exemplars Invite proposals for Case Studies or Exemplars that demonstrate to researchers and infrastructure experts best practices: Research projects under Future Earth to test data management policy recommendations

Research projects as a tool for determining benefits of cross-disciplinary approaches by the users of harmonized e-infrastructure Where appropriate, these funding calls could focus on HPCI and

infrastructure, ensuring they are harmonized and enable stakeholders to work through end-to-end cooperation

Belmont Forum Feedback on Interim Report

2014 Annual Meeting, Beijing, China

Report accepted and strongly endorsed by the BF Go-ahead to continue refining our findings and recommendations

BF will decide on taking actions based on the final Community Strategy & Implementation Plan (CSIP)

Final CSIP may be the first official Belmont Forum deliverable May result in greater global recognition of our work

Our work may influence future BF funding calls More collaborative than competitive funding calls

Impressed by level of international collaboration

Belmont Forum FeedbackGuidance for the final CSIP

Focus around how findings promote reproducible science

Make explicit the goals, deliverables and participants in proposed legal, security and training working groups

Outline broader impacts for each recommendation What difference can the BF can make by acting on recommendations? How will scientists and the BF be able to do things that they couldn’t do before?

What are the consequences of not carrying out a recommendation?

Belmont Forum FeedbackGuidance for the final CSIP (cont.)

Focus on recommendations that best leverage the BF process Recommendations that are unique or best carried out by the BF that might be difficult or impossible to carry out any other way

Make sure WPs contribute to a single final CSIP, with agreed and evidenced recommendations supported by each of the WP deliverables Recommend increased cross-WP participation

Revised Timeline

November 2014: WPs re-start workDecember 13-14: Steering Committee (SC) Meeting at AGU Fall Meeting

January – March 2015: WPs continue workApril 3, 2015: Draft WP reports dueMid-April 2015: SC Meeting, Secretariat writing session of draft CSIPMay 25 - July 3: Assembly and BF review of draft CSIP July 2014: Final SC and BF review of draft CSIPWeek of August 3: Final CSIP due

Proposed WP ChangesIn response to BF feedback

WP1: Model data management plans; model ways of publishing models as well as data.  Work closely with WP4.

WP2 & WP3: Work together to select/develop exemplars WP4: Best practices for determining/establishing trusted data repositories,

implementation of data quality indicators publishing data journals, Digital Object Identifiers. Work closely with WP1. Legal task group

WP5: Open Data Survey – results can inform all WPsWP6: Training and security work groups, governance, best practices for funding research vs. funding research infrastructure Work with the GPC and with all WPs

New Knowledge Hub

www.bfe-inf.org

Interim Report is available online

Additional Information

Community Strategy and Implementation Plan Mid-2015

Vision that clearly expresses global e-infrastructure needs, barriers and gaps

Identify strategic science policies, outlining what can be done better, in a multilateral way, to support global change research Informs stakeholders Prioritizes action to address the interoperability challenges

Integrates existing national and international research in order to promote more holistic environmental support system