cern openlab phase v governance, timelines and plans cern openlab major review 16/10/2014 alberto di...
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The CERN openlab V Ecosystem New partners CERN openlab V Governance, Timelines and Plans 316/10/2014TRANSCRIPT
CERN openlab Phase V Governance, Timelines and Plans
CERN openlab Major Review16/10/2014
Alberto Di Meglio
CERN openlab V Governance, Timelines and Plans 216/10/2014
Governance
The CERN openlab V Ecosystem
New partners
CERN openlab V Governance, Timelines and Plans 316/10/2014
CERN openlab V Governance, Timelines and Plans 4
Motivations
› A necessary scope extension: Closer interaction with the LHC experiments Work across more CERN departments Engage with other scientific communities Enable more multi-partner collaborative work
› Focus will remain on IT subjects, but: Across more scientific areas Common challenges, common solutions
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What does change imply?
› Expanding the scope of CERN openlab requires Clear, widely agreed membership and
collaboration rules Clear definition of the work to be done, the
expected outcome and the required resources More flexibility to accommodate the
requirements of other organisations
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CERN openlab V Governance, Timelines and Plans
CERN openlab Formal Agreements
CERN openlab Framework AgreementAgreement signed by each sponsor (research lab, company, etc.) with CERN
Project 1Project AgreementSignedby allproject participants
Project NProject 2
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CERN openlab Framework Agreement
› Each CERN openlab member agrees to Sign the CERN openlab framework agreement Commit according to the role of their organisation:
; Companies:• Pay 25,000 CHF/year• Contribute to summer student programme
; Research partners:• Host CERN openlab project-based events• Contribute to summer student programme• Contribute to dissemination/outreach activities within their communities
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CERN openlab V Governance, Timelines and Plans
Projects and Project Agreements
Projects are independent from each other and have separate lifecycle and review processesEach project has
Project agreement (signed by all participating members) Clear objectives Identified team and project leader Set of resources committed by participating members (cash and in-kind) Schedule with key milestones and deliverables Annual internal project report (includes results achieved and resources consumed) Annual publishable project summary
There is a minimum size for a project to be eligible for inclusion in CERN openlab: Minimum 2 members and 1 year duration (smaller activities can be performed within the context of
the framework agreement) When a member company provides a cash contribution to fund project effort at a research lab it
must be in units of 12 person-months. Required funds depend on the profile needed.
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Statement of Work
CERN openlab V Governance, Timelines and Plans 9
Project Resource Commitments
› The set of resources to be committed to a project is defined according to the project’s needs Contributions from member companies can be a mixture of “in-kind” (H/W, S/W,
personnel on-site at research labs, consultancy, etc.) and “cash” (for the research labs to hire young IT specialists dedicated to the project)
Contributions from research partners can include:; Domain specific & IT expertise; Supervision of hired project personnel; Use-cases; Project management; Testing environment; End-user engagement; On-site visits
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CERN openlab V Governance, Timelines and Plans
Management Structure
Collaboration Board
(all members represented)
Mgmt team(Head, CTO,
Comms, Admin)
Project 1(Project leader)
Project 2(Project leader)
Project N(Project leader)
CERN/IT Mgmt.(DHO, IT-EC
ProjectOffice, etc.), Legal, KT
CERN Partner
Contacts
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Collaboration Board
› Highest level management body of CERN openlab
› Includes representatives of all members companies and research organisations
› Annual Collaboration Board meeting Members review the CERN openlab activities and the plans for the
coming year
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CERN openlab Mgmt Team
› Head of CERN openlab (nominated by CERN DG)› Chief Technology Officer› Communications Officer› Administration Officer
The management team will ensure an oversight and coordination of all the projects within CERN openlab and coordinate the dissemination activities
The management team will also ensure a single liaison point exists with each company and research organisation and liaise with other IT Dep. Mgmt and other offices/services (e.g. the IT-EC Project Office, Legal Services, Knowledge Transfer, etc.)
Interns may be included in the mgmt team to help with communication and administration, etc.
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Membership levelsThe membership level for industry members corresponds to their total accumulated cash contributions across all the projects plus the membership fee
150,000 to 299,999 CHF/yearContributor
25,000 to 149,999 CHF/yearAssociate
According to the rules for research labsResearch
300,000 CHF/year and abovePartner
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Membership benefits as described in the Framework Agreement – Annex 1
CERN openlab V Governance, Timelines and Plans 14
LHC Experiments
› LHC experiments are formally considered on the same level as research labs However, as they are not full legal entities, they cannot sign
the Framework Agreement Instead, we ask for Letters of Endorsement and Support from
an Experiment Spokeperson and establish an FA with research institutes as needed (if not directly CERN)
› Same model may apply to similar collaborations from other labs
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Timelines and Plans
CERN openlab V Governance, Timelines and Plans 16
Agreements Signatures
› Framework and Project Agreements have been sent to all existing partners
› Feedback received has been or is being discussed and incorporated› Aim to sign the FAs and at least one PA per member before the end of
the year or soon after
› Projects can start as soon as Agreements are signed, even before January 2015
› Proposal to sign offline and then organize a more formal event with CERN management at the first Collaboration Board meeting in March
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Project N
Project Scheduling
Projects have start/end dates with annual cyclesProjects reviewed annually by participating membersProjects are being planned now, more details later. More can be planned during the next three yearsThe number of one year projects should be limited due to the overhead in preparation and management
Project 1
Project 2
2015 2016 2017
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Project Reviews
› No more common Major Reviews Technical status updates can be done at the CB meeting
› Each Project is responsible to organize its formal reviews (at least one per year) and define its visibility and audience (must include openlab mgmt. )
› “Minor reviews” can be done within a project at any time› Experts from the projects will be asked to regularly deliver technical
seminars via the existing channels (IT Technical Forum, Computing Seminars series, ad hoc public or targeted seminars, etc.)
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Communication
Project activities and results will be disseminated to a wide audience› In a way compatible with each project objectives› Subject to agreement between all the participating sponsors that it does
not compromise legitimate academic or commercial interests› Press releases and spotlights (must not imply endorsement of products by
research labs etc.)› Participation to company-sponsored events› In collaboration with the other participating labs
Visibility and presence of member companies on the website and joint dissemination activities will be proportional to the membership level
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CERN openlab V Governance, Timelines and Plans 20
Annual Reporting
› Each project will produce a brief annual project report summarising work performed, achievements, resources consumed and communication activities These project reports can serve as justifications for the resources
committed by each sponsor
› The publishable sections of the projects reports will be used to produce an overall annual report for CERN openlab This will be prepared in time for approval at the annual Collaboration
Board meeting
http://openlab.web.cern.ch/sites/openlab.web.cern.ch/files/annual_reports/Report_11_2012_0.pdf
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Education and Training
› Every project is expected to include some level of dissemination, education and training Technical seminars, invited experts, presentations to
conferences, workshops, papers and publications, etc.
› Dedicated activities will also be implemented Summer student program, schools of computing Integrate educational and training offers from companies and
research labs Focused projects
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CERN openlab V Governance, Timelines and Plans 22
Annual CERN openlab Event
› High-visibility public event to promote the activities and results of CERN openlab and its projects Possibly thematic Press will be invited and the event can be broadcast
› Each sponsor will be allocated a number of seats according to their sponsorship level Sponsors can invite their partners/customers within the limit of their
allocated seats Visits to CERN installations (LHC etc.) will be organised for
participants
Globe @ CERNCapacity ~200
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CERN openlab V Governance, Timelines and Plans 23
External Funding
› Projects and activities within openlab may provide opportunities to submit proposals to competitive EC funding calls (Horizon 2020) See http://ec.europa.eu/digital-agenda/en/news/guide-ict-related-activities-horizon-2020-wp-2014-15
› Any EC funds should be considered as additional funds to supplement commitments made by CERN openlab partners A project will not be approved within the context of CERN openlab if EC funding is
essential to its operation EC projects can build on CERN openlab activities but must not delay, hinder or deviate
such activities Any EC project proposals that do build on CERN openlab activities should be made
known to the CERN openlab project partners and CERN openlab management prior to submission
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Mark the date
› Collaboration Board 18-19 March 2015 Preceded by a public openlab
V launch event Agreement signature photo
taking/press release
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Mark the date
› CERN openlab Event 10 June 2015 Public technical dissemination
event Organized as a one-day
conference Possibly thematic
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EXECUTIVE CONTACT
Alberto Di Meglio, CERN openlab Head (Phase V)
TECHNICAL CONTACT
Fons Rademakers, CERN openlab CTO
COMMUNICATION CONTACT
Mélissa Gaillard, CERN openlab Communication Officer
ADMIN CONTACT
Kristina Gunne, CERN openlab Administration Officer
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