WP8: TNA - Access to Russian Research Infrastructures

ICISTE, DESY, NUST MISIS, NRC KI

CREMLINplus Annual Meeting 2021March 24th, 2021

Anastasia Zadorina, ICISTE Greta Facile, DESY

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WP8 timeline OVERVIEWTASK 8.1 Analysis and assessment of access potential of LIST-11 RIs (M1- M18)TASK 8.2 Knowledge transfer from EU to Russia on access policy and governance for RI (M1- M18)TASK 8.3 Develop transnational access (TNA) models for Russian RIs (M12-M48)TASK 8.4 Case studies: Transnational access to Russian RIs (M24- M48)TASK 8.5 Helpdesk and promotion of TNA to Russian RIs (M1-M48)TASK 8.6 Access to scientific data at Russian RIs (M12-M48)

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TASK 8.1 Analysis and assessment of access potential of LIST-11 RIs (M1-M18)

❖ Series of 5 Kickoff meetings with LIST-11 Representatives conducted between April and June 2020 (achieved)

Achievements:▪ Replacing the WP live Kickoff meetings, foreseen in April 2020 (cancelled due to Covid-19 outbreak);▪ Collecting general information about LIST-11 RIs structure and organization, field of research and main tools,

current access mode.▪ Organizing regular meetings with representatives of the LIST-11 RIs: bilateral meetings; videoconference on

December 2020; videoconference May 2021 (tbc).

❖ Survey on analysis and assessment of access potential (ongoing)

Achievements:

▪ Collecting detailed information about access policies, selection process, international cooperation and userspolicies;

▪ Collecting expectations about the participation in CREMLINplus TNA programme;▪ Guiding LIST-11 representatives through a self-assessment excercise about their readiness to provide access to EU

researchers (relative opportunities, challenges and risks).

D8.1: report on the survey on the potential of access to Russian RIs – due in M18 (July 2021)

TASK 8.1 Analysis and assessment of access potential of LIST-11 RIs (M1-M18)

❖ Assessment of the interest of EU researchers for Russian RIs (ongoing)

Achievements (ongoing):• Estimate the level of interest of the European scientific communities by contacting corresponding ESFRI RIs;• Identify the possible pulling factors, opportunities, risks and challenges related to Russian RIs;• Collect information about EU access models and develop a better understanding of how EU RIs organized their TNA

policies;• Create contact list of potential users in view of the CREMLINplus TNA Call;• Conduct video-interviews with EU top Managers from European RIs (currently done already with life sciences

community: INFRAFRONTIER, INSTRUCT, OPENSCREEN and LifeWatch);• Develop interview guidelines.

Preliminary outcomes (ongoing):• Confirmed strong interest by European RIs;• Confirmed willingness to enhance cooperation with Russian RIs: e.g. exchange of knowledge via mutual visits and

cooperation on scientific topics;

• Identified first set of challenges:o collect the appropriate set of information from LIST-11 RIs => to better exchange with EU expertso identify the appropriate European user communities => in view of the TNA call.

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TASK 8.1 Analysis and assessment of access potential of LIST-11 RIs (M1-M18)

Next steps:

▪ Finalize the survey on analysis and assessment of access potential (1 RIs remains);▪ Prepare the relative report (D 8.1 due in M18 – July 2021);▪ Finalize Interviews with the managers of EU RIs working in for each of the scientific fields covered by LIST-11;▪ Develop the dissemination plan for the CREMLINplus TNA call among the European users communities.

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TASK 8.2 Knowledge transfer from EU to Russia on access policy and governancefor RIs (M1-M18)

❖ Workshop on the European Charter of Access and best practices of governance of RIs – POSTPONED TO 2022

Objectives for the Workshop:▪ Analysis of the opportunities and challenges while providing access to the Russian RIs for EU scientists;▪ Dissemination of Russian and EU RIs;▪ Exchanging of best practices concerning access policies and governance of RIs;▪ Keeping the event in face-to-face modality.

(open to Megascience projects)

Next steps:▪ Organize a Virtual symposium on EU and Russian RIs in Fall 2021 (in addition) => dissemination and networking;▪ Organize the „Workshop on the European Charter of Access and best practices of governance of RIs” as face-to-face

event as early as possible in 2022 (D 8.2 postponed to 2022).

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TASK 8.3 TNA models for Russian RIs (M12-M48)

❖ Create tailored models for the Transnational Access to Russian RIs (task just started)

Objectives:▪ Collect best practices on access modes from EU RIs;▪ Develop appropriate access policies and regulations;▪ Set up the adequate user support;▪ Set up WP8 Scientific Review Panel and proposals selection regulations;▪ Combine the needs and access features of the different scientific communities around LIST-11 RIs;▪ Engage funding to grant appropriate access conditions for all the different user communities.

Next steps:▪ Develop the first set of tailored TNA Models for Russian RIs (MS40 „First Models of access to Russian RIs“ – due

in M24 – January 2022);▪ Test these models during the first CREMLINplus centralized call (task 8.4 to start in M24 - January 2022).

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TASK 8.4 Case studies: Transnational access to Russian RIs (M24-M48)

Task to be started in 2022

Next steps:▪ Preparation work for the launch of the first CREMLINplus TNA Call – development of relative regulations, set up

of the Wp8 Scientific Review Panel, selection procedure and all access related instructions;▪ Launch the first CREMLINplus Centralized call for TNA dedicated to European researchers in early 2022;▪ Disseminate the call through appropriate information channels.

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TASK 8.5 Helpdesk and promotion of TNA to Russian RIs (M1-M48)

❖ Helpdesk for EU scientists for access to Russian RIs (ongoing)

Achievements:▪ The centralized helpdesk for transnational access (TNA) to Russian RIs has been set up – at the website of the

Russian National Contact Point (NCP) (http://h2020-infra.misis.ru/en/helpdesk);Milestone 39 “NCP webpage active” – achieved in M12 – January 2021

▪ Develop LIST-11 INFORMATION SHEETS: brief presentation sheets per each of the LIST-11 RIs containing informationabout the organization and its main tools and services;

▪ Develop a central point of information to disseminate the future TNA initiatives; Information about LIST-11 RIs’,future events and training occasions;

Next steps:▪ Development of a specific LIST-11 electronic catalogue destined to users in view of the CREMLINplus TNA call;▪ Finalization of the Helpdesk NCP page;▪ Helpdesk services will start operation in view of the CREMLINplus TNA call (MS41 “Helpdesk start operating” - due in

M28 -July 2022)

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TASK 8.5 Helpdesk and promotion of TNA to Russian RIs (M1-M48)

Brief description of theorganization and of the RI facility

Contacts and website

Research domain

Main instruments/tools availableand their brief description

Example of LIST-11 information sheet

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TASK 8.5 Helpdesk and promotion of TNA to Russian RIs (M1-M48)

▪ Links CREMINplus website:https://www.cremlinplus.eu/collaboration/helpdesk/▪ Link NCP website:http://www.h2020-infra.misis.ru/en/helpdesk

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TASK 8.6 Access to scientific data at Russian RIs (M12-M48)

Task to be started soon

Objectives:▪ Exchanging information on common rules of handling data (Data Policy Frameworks; FAIR Data Policies; Data

Management Plans (DMPs);▪ Common platform for exchanging information on data analysis (Analysis pipelines and their tools; Use and

Integration of AI and ML);▪ Evaluating common tools to seamlessly exchange data between RIs in Russia and Europe.

Next steps:▪ Landscaping data access, analysis and policies at the partner RI’s;

Analysis of the relevant Big Data Infrastructure in Russia and Europe and their data access regulation and policies; For Europe, focus on the FAIR H2020 Project, but also at ESFRI clusters;

▪ Contributing to the organisation of the Workshop on access;Preparing the program including experts from Russia and Europe (on data analysis, data handling and access, dataPolices/FAIR data and DMP’s);Finalizing deliverable D8.2 (with results from the workshop, a gap analysis on goals which could be achieved incommon, provide a plan for working on mitigating the gaps).

WP8: Preliminary outcomes of the survey on access

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Task 8.1 – Survey on Access and Self-assessment exercise for Russian Research Infrastructures (RIs)

2-OVERALL OBJECTIVE:

identify access policiesand governance of the

LIST-11 RIs

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potential opportunities , challenges and risk linked

to access of EU researchers

1-TARGET:

Executive/Management LIST-11 Russian RIs.

3-OUTCOME:

REPORT

D8.1 - July 2021

(CONFIDENTIAL: members ofthe consortium only + EC)

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LIST

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11 priority state-of-the-art Russian Research

Organisations

19 RIs

( 2 are still in finalization )

Great variety of instruments and research

topics

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2-OVERALL OBJECTIVES:

reflected in the structure of the Survey

SECTION 1: GOVERNANCE AND CURRENT ACCESS POLICIES

SECTION 2: SELF-ASSESSMENT EXERCISE

❖General approach to the access policy andgovernance of the LIST-11 RIs

❖readiness to provide TNA to (or to more)European researchers.

❖possible opportunities, risks, challenges andneeds linked to opening to (or to more)European users.

METHODOLOGY -1.Kickoff meeting sessions;

2. European Charter of Access;3. “The GSO toolkit for Global Research Infrastructures” assessment exercise;

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Access Mode

Physical 14

(mainly physical 7)

Remote 14

(mainly remote 7)

Virtual 5

(mainly virtual 2)

Access Type

Excellence driven14 (mainly ED 9)

Market driven 11(mainly MD 4)

Open Access 2

through Joint research

partnership (forInternational

Users) 13

Access Instruments

Direct request tomanagement 12

Formal Calls forapplication 5

Direct access fromwebsite (open

access) 2

Online application11

Dedicated Users Portal 6

Preliminary results of theSurvey:

SECTION 1

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Selection/Evaluation Process

Formal selection process 7

External Review Panel 3

Internal review 13

Not formally structured selectionprocess 7

User Support

VISA support (physical access)

Data Analysis support

Arrangement of accommodation(physical access)

Arrangement of transport(physical access)

SURVEY SECTION 1

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0

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4

6

8

10

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ACCESS POLICY SUPPORT TOUSERS POLICY

USERCOMMUNITY

STRATEGY

INTEGRATION INTHE NATIONAL

LANDSCAPE

INTEGRATION INTHE

INTERNATIONALLANDSCAPE

We don´t have oneyet but we areinterested in havingone in the futureCurrently not apriority

Needs substantialimprovement

It is fine but could beimproved

No improvementneeded

Self assessment of the current performance ofthe RIs in the mentioned topics

SURVEY SECTION 2

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SURVEY SECTION 2

EUROPEAN USERS CURRENTLY

EUROPEAN USERSFUTURE PERSPECTIVE

0

2

4

6

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10

12

Less than 5% Between 5% and 10% Between 10% and 30% No specific limitations forEU users

Percentage of European Users : currently VS future

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SURVEY SECTION 2

Expectations from thecollaboration within CREMLINplus

WP8

Attracting moreEU researchers

Improve accesspolicy, selectionprocedures and users support

Training opportunities for

the staff and exchange of best

practices

Increase scientificcollaboration with

EU RIs and EU consortia

Increase visibilityand improve

dissemination

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SURVEY SECTION 2

On foreignlanguages

8

On accesspolicy &

procedures

9

On User comunitybuildingstrategy

11

On international laws &

regulations

7

On impactassessmentconcerning

access

5

On User support activities

6

On dataanalysis & managem

ent

3

NEEDS FOR TRAINING:More access units (5)

Human Resources (12)

Resources forInfrastructure (9)

More computingresurces (4)

No extra resourcesneeded (3)

vs

NEEDS FOR EXTRA

RESOURCES:

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Impact of the political relations between Russia and EU

Need for more resources, training and investments

Need for document, templates and procedures improvement

Need to establish specific partnership agreements with EU RIs

Need for translation of website, templates, forms, etc.

Need to comply with different research programs and scientific priorities (actractiveness)

Need to comply with different international laws and regulations

Possible challenges and riskslinked to opening to (or to more)

EU researchers

SURVEY SECTION 2

THANK YOU FOR YOUR ATTENTION

ICISTE, DESY, NUST MISIS, NRC KI

Anastasia Zadorina, ICISTE Greta Facile, DESY

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