EOSC Federation Handbook

The EOSC Federation Handbook will comprehensively address the purpose, structure, governance, architecture and operations of the EOSC Federation.

The Tripartite Group, which has the remit within the EOSC Partnership’s Tripartite Governance to steer the community development of the EOSC Federation, has endorsed EOSC-A to continue to lead the community-wide co-creation of the EOSC Federation Handbook.

The decisions taken by the EOSC Tripartite Governance on the EOSC Federation will be reflected in the Handbook, which will through this process of iteration become the reference document for the operation of the EOSC Federation.

The EOSC Federation Handbook will be written collaboratively with open consultations, meetings, events and sprints.


EOSC Federation Handbook draft table of contents

A table of contents has been developed for the EOSC Federation Handbook by the core writing team, who have been working together since March 2024 with the support of the EOSC Focus project.

1. Purpose

  • Goals and purpose of the EOSC Federation
  • Success criteria for the Federation

2. Governance and legal framework

  • Governance structure
    • EOSC Node Forum
  • Legal framework
  • Communication and external relations
  • Risk management

3. Operational structure and responsibilities

  • Introduction
  • Management and operational responsibilities
  • Nodes
    • Application process to become an EOSC Node
    • Operations
    • Responsibilities
    • Review of EOSC Nodes
    • Roles for EOSC Nodes
    • EOSC Node Members

4. Federation Platform

  • Core and Exchange Services (EU Node)
  • Federation Interoperability Framework
  • Technical operations
  • Compute and storage resources
  • Cybersecurity
  • Links to external entities
  • Training

5. Federation scientific resources

  • FAIR data repositories
  • Productivity tools
  • Scientific services
  • Services discovery
  • Training

6. Federation policies

  • Rules of Participation
  • Access Policy
  • Acceptable Usage Policy
  • Ethical, legal and societal issues
  • Cybersecurity, Privacy and Data Protection Policy
  • Intellectual Property Policy
  • Code of Conduct

Core writing team

Editors

Andy Götz
EOSC Association

Mark Dietrich (co-editor)
EGI Foundation

Miguel Rey Mazón (co-editor)
TU Graz

Writers

Abdulrahman Azab
Sikt

Susanne Blumesberger
University of Vienna

Korbinian Bösl
University of Bergen

Sally Chambers
DARIAH-EU

Helen Clare
Jisc LBG

Oscar Corcho
UPM

Matthew Dovey
Jisc LBG

Annika Glauner
ETH Zurich

Petr Holub
BBMRI-ERIC

Emma Lazzeri
CNR

Josefine Nordling
CSC – IT Center for Science

Jana Pavlic-Zupanc
BBMRI-ERIC

Nanette Rissler-Pipka
Max Weber Foundation

Martino Romaniello
ESO

Davide Salomoni
INFN and ICSC Foundation

Diego Scardaci
EGI Foundation

Carlos Oscar Sorzano
Instruct-ERIC

York Sure-Vetter
NFDI

Jonathan Tedds
ELIXIR

Mark van de Sanden
Coöperatie SURF

Kannan Venkatesh
ICHEC

Alen Vodopijevec
CESSDA

Reviewers

Victoria Dominguez del Angel
Inria

Natalia Galica
NCN

Daniel Garijo
UPM

Eduardo González
UPM

Peter Maccallum
ELIXIR

Tanja Maier
GÉANT

Paolo Manghi
OpenAIRE

Jana Pavlic-Zupanc
BBMRI

Tommi Suominen
CSC

Eirini Xemantilotou
Instruct-ERIC

The planning and events during 2024 that will impact the drafting process, include:

  • Tripartite Events and Tripartite Group meetings preparing for the post-2027 governance of the EOSC Federation
  • Milestones in the deployment of the EOSC EU Node
  • 27-28 May 2024
    The 8th General Assembly of the EOSC Association will include consultation sessions with the membership on the preliminary draft
  • June 2024
    Writing of the draft EOSC Federation Handbook starts
  • 05 July 2024
    Discussion of preliminary draft at EOSC Partnership Board meeting #6
  • October 2024
    Community consultation on draft chapters (1-3) and chapter outlines (4-6) of the Handbook
  • 21-23 October 2024
    The EOSC Symposium 2024 in Berlin, where progress on the EOSC Federation Handbook will be presented
  • November 2024
    European Tripartite Meeting, where the mature draft will be presented for endorsement

We are pleased to share with you the drafts of the first three chapters of the EOSC Federation Handbook. The public consultation has closed, and these drafts will be revised based on responses to the autumn 2024 consultation.

The writing of the text has been coordinated by the EOSC Association and supported by the EOSC Focus project, following the task assigned by the Tripartite Group (a sub-group of the Tripartite Governance) to draft “a single reference document describing the EOSC Federation, its operational structure and responsibilities, its legal and governance framework, and its technical operations”.

The first version of the EOSC Federation Handbook covers the build-up phase of the Federation in 2025 and 2026. The first three chapters describe the purpose, initial governance and organisational structure of the Federation.

Also in preparation, but not yet completed, are chapters 4, 5 and 6, to be developed and released for consultation in the coming months. These chapters will address operational aspects, services and policies of the EOSC Federation, and the chapter outlines are also included in the consultation.

Once completed, the first iteration of the Handbook will serve as a guide for the initial implementation of EOSC Nodes and the Federation as a whole.

Purpose of the Handbook

When complete, the Handbook will provide a detailed overview of the structure and functioning mechanisms expected to be adopted by the EOSC Federation. The Handbook will guide organisations interested in joining the Federation to contribute resources and collaborate in the pan-European research ecosystem.

The implementation of the EOSC Federation is foreseen to occur over multiple phases. The Handbook will be updated regularly to reflect the current situation of the Federation. 

Why your feedback matters

The version of the Handbook shared for consultation is an early draft. More work is needed, so your constructive input and feedback will help the community converge more quickly toward a more complete and effective guidebook to create the Federation. As key stakeholders in the research community, your insights and expertise are invaluable to refine this Handbook, enhance its clarity, relevance, and effectiveness, and ensure it meets the needs of all parties involved.

What we are asking for

We invite you to review the attached draft and provide your feedback on several key areas by answering some specific questions. Your thoughts will help shape the final version of the Handbook, ensuring it is as comprehensive and practical as possible for all potential actors.