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Brokering IG session. 4 rd RDA Plenary Amsterdam, 22-24 Sep 2014. S. Nativi, Jay Pearlman and Max Craglia. Activity. « Brokering Governance » WG Statement WG committed members and Stakeholders
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Brokering IG session 4rdRDA Plenary Amsterdam, 22-24 Sep 2014 S. Nativi, Jay Pearlman and Max Craglia
Activity • «BrokeringGovernance» WG Statement • WG committedmembers and Stakeholders • GEOSS, WDS/ICSU, CEOS, SeaDataNet, IODE, OneGeology, EC Regional programmes, EPOS, GEO-BON, CLARIN, IPCSR, DataCite, SIOS, NSF Bcube, …. • Chairs: Max Craglia (EuropeanCommission), S. Nativi (CNR), Jay Pearlman (IEEE/Univ. Colorado) • Recognized Potential Use Cases • GEO-BON • ICSU-WDS • EC Danube • SIOS
WG Proposal Status • Wide interest from the Community –comments received and addressed in a revised version of the statement • “TAB is convinced the topic has merit and the team is right”; WG asked to refine details of case statement demonstration • New Description submitted and under review • The WG has already about 20 members (https://rd-alliance.org/group/brokering-governance.html)
Brokering IG Agenda Monday, Sept 22 2014 13:30–15:00 White Room • The BrokeringGovernancePlan • Updates on the WG statement • Governanceactivities (whatshouldbeincluded) • Governancemodels and sustainability • Use Cases • Updates from the major multidisciplinaryprogramsand initiatives (i.e. Stakeholders) • Plan Forward
Broker Requirements • Support users and further interoperability; • Be sustainable; • Support and be compliant with national and international policies (including research objectives); • Support core technical capability advancement, be accessible to a wide range of users; • Create a flexible adaptable framework for incorporation of new developments; • Offer a range of services essential to multi-disciplinary science collaborations –this range of services is expected to grow. • Scalable; supports a wide range of standards and data models • Open, transparent, trustworthy (improved managed access] • Consider – incorporation of RDA metadata wg outputs and capabilities such as metadata harvesting, linked data. Show how different approaches integrate
Governance Areas Assessment of Sustainability (Business Models) • Relation between brokering organization and data/service providers (typically called an service agreement) • FITSF is an open source management guidelines – look at commons licenses (service license or operations license agreement • Agreements may include: • Agreements for notification of changes in formats for data or metadata or changes in web interface protocols • Confirmation of access requirements and release policy • Requirements for sign-on and authorization • Intellectual Property Rights – including access, use and reuse • Security requirements for data uptake and distribution • Code of conduct (e.g., will not distribute user information) • License Agreements (service or operation license agreements) • Other ?????
Business Models • Information and Ad sales • - Google is available at no cost for search and for visualization of earth information. Google is supported by advertising and sale of collected information. Facebook has the same model. • Product (Document) Sales • - Standards organizations (IEEE, ISO, etc.) sell standards documents and rely on volunteers and corporate participation to formulate standards. • Corporate Support • - OGC has a membership model with fees for participation (different levels are available) and relies on volunteers. • - The Open Source Initiative is moving from a volunteer base to a member/affiliate base. They focus on licenses. The financial base comes from corporate sponsors.
Business Models • “Software as a Service” (SAS) Model • Companies provide a mixture of base and enhanced services. • Wikipedia defines a similar freemium model -“Freemium is a pricing strategy by which a product or service (typically a digital offering such as software, media, games or web services) is provided free of charge, but money (premium) is charged for proprietary features, functionality, or virtual goods • - Model can work through individual sales or large scale subscriptions. • - Examples: WordPress has an open source component (wordpress.org) and a service component (wordpress.com) The latter offers enhanced services for fee. Redhat follows the same model. • Government Funding • - GEOSS solicits support from governments for their secretariat operations, both in funds and in staff assignments.. • - Pan-European research Infrastructures provide an information service based on government grants.
Adopters Participation • Roles and Responsibilities: • Adopters will use selected business model and will participate in a service agreement (including the initial formulation of such agreement • Broker will provide the agreed upon service and duration of service • Adopters will exercise the use cases for an agreed duration • Adopters will provide feedback on positive and negative aspects of model and service agreement including recommendations for updates. • Adopter will participate in writing a final recommendation to RDA as an outcome of the working group
Use Cases • International repositories: ICSU WDS • ( Michael Diepenbroek, Mustapha Mokrane) interested in coordination of 50 members of WDS – there were challenges Metadata catalog was part of a certification process for member infrastructures. Metadata catalogs are not standard – now working on portal update; use brokering to extend framework – prefer open source project • Environmental sciences: European Commission Danube SDI • (Max Craglia) 19 countries in the basin, EU regional development strategy, include both EU and non-EU countries. • Global Changes: GEO-BON • (Wim Hugo/Tobias Spears) – Leipzig meeting will define broker interface of 7 data families for biodiversity to reach across data families – persistent reuse (into GBIF), brokering instructions will be reusable – moving to common practices • SIOS (Svalbard Integrated Observation System) • (Bente Lye) Four Country Arctic agreement for data resources, communication and interface.
Work Plan Tasks • TB1: Brokering process definition and definition of terms; agreements with adopters (sub-WG 2) • TB2: Review of initial governance model; considerations of options (sub-WG 1) • TB3: Stakeholders apply/test the governance model; document experience (sub-WG 3) • TB4: Analysis of governance model – examination of updates; testing of updates (WG) • TB5: Develop recommendations for a brokering framework governance approach; (recommendations by each sub-WG) • TB6: Review recommendation with a broad stakeholder and RDA Communities; and • TB7: Report writing
Next Steps • Creation and Operation of three subworking groups (sub-WG) • 1. Business model sub-WG • 2. Service (license?) agreement sub-WG • 3. Use Cases sub-WG • Open Solicitation for participation • Meeting of WG to review models, agreements and use cases; create consensus goals and schedule • Meeting of sub-WG to address sub-WG charter definition including planned outcomes and schedules