Evolving EGI Workshop and co-located e-FISCAL Workshop

28 Jan 2013, 11:00 → 30 Jan 2013, 16:30 Europe/Amsterdam

Turingzaal (Amsterdam)

Steven Newhouse (EGI.EU)

This workshop offers an opportunity for key members across the EGI community, both technical and management, to come together and discuss specific topics and new directions on how EGI is evolving in the short- to medium-term. The final e-FISCAL workshop will also be co-located in order to offer the wider European e-Infrastructure community insights into the projects findings and results. Areas to be covered comprise: implementation discussions around EGI Council policies on peer reviewed resource allocation, pay per use of resources within EGI, and the definition and funding of EGI global tasks. Over the 3 days, a mix of presentations and focused discussions will allow participants to understand and provide input into the future evolution of EGI.

Monday, 28 January

11:00 → 12:30 e-FISCAL Workshop - Tutorial: methodologies and their uses

The goal of this session is to give the audience an overview of the basic skills needed to initiate, execute and analyse the results of simple cost assessment exercises. The session covers the key aspects of the different cost assessment methodologies and their optimal application areas. The end of the session has been reserved for a tutorial on how e-FISCAL costing model works in practice as well as on basic cost considerations related to cloud adoption.

Convener: Dr Fotis Karagiannis (Independent)

11:00 Setting the scene: Distinguishing costs from prices and value - Uses of costing information

Speaker: SANDRA COHEN (Athens University of Economics and Business)

Slides E-FISCAL-Tutorial_Vfinal.pdf

11:20 Cost Assessment Methodologies: FCA, TCO, e-FISCAL - Where do they fit best

Speaker: SANDRA COHEN (Athens University of Economics and Business)

Slides E-FISCAL-Tutorial_Vfinal.pdf

11:45 e-FISCAL costing model and basic cost considerations related to cloud (avoidable costs and savings)

Speaker: SANDRA COHEN (Athens University of Economics and Business)

Slides E-FISCAL-Tutorial_Vfinal.pdf

12:30 → 13:30 Lunch

13:30 → 15:30 e-FISCAL Workshop - Project Findings

Over the past two years, the e-FISCAL project has been assessing the overall cost of computing service provision for research in Europe. This session of the final project workshop will present the key findings of the project including a state of the art review, cost models and analysis, and results on benchmarking EGI and mid-sized HPC installations with the comparable services available from Amazon EC2. Participants will gain a better understanding of the kind of cost assessment issues for high-utilisation rate ICT services that should be considered when choosing between different infrastructure options.

Convener: Owen Appleton (Emergence Tech Limited)

13:30 Welcome message

Speaker: Steven Newhouse (EGI.EU)

13:35 e-FISCAL Key Findings

Speaker: Dr Fotis Karagiannis (Independent)

Slides Karayannis_-_e-FISCAL_Workshop-_January_2013-___Amsterdan-v4.pptx

13:55 Benchmarking Results: HTC & HPC vs. Amazon EC2

Speaker: Dr Kashif Iqbal (ICHEC, NUI Galway)

Slides eFiscal_Amsterdam_KI_Final.pdf eFiscal_Amsterdam_KI_Final.pptx

14:15 Business and Pricing Models

Speaker: Sergio Andreozzi (EGI.EU)

Slides eFISCAL-BusinessModels-V2.pptx

14:35 e-FISCAL Reusable Tools and Approaches

Speaker: Matti Heikkurinen (Emergence Tech Ltd)

Slides eFiscal_project_findings_Amsterdam_Heikkurinen.ppt

14:55 Q&A

15:30 → 16:00 Coffee/Tea

16:00 → 17:50 e-FISCAL Workshop - Case studies

An important aspect of the work carried out by e-FISCAL will be the application of the results. The case studies presented will offer participants concrete examples on how the outputs of e-FISCAL can be applied across the e-Infrastructure community and commercially.

Convener: Matti Heikkurinen (Emergence Tech Ltd)

16:00 Introduction

Speaker: Matti Heikkurinen (Emergence Tech Ltd)

16:05 Global HPC budget map

Speaker: Addison Snell (Intersect 360)

Slides Snell_IS360_TCO_presentation.pptx

16:30 Cost and Value analysis of digital data archiving

To show how costs of preserving digital research data can be estimated, this presentation uses the case of the Data Archiving and Networked Services (DANS) institute, a well-known trusted repository. The approach used is the activity based costing (ABC). The DANS-ABC model has been tested on empirical cost data and results are presented. The economic value/benefits analysis of research and data infrastructure investments is based on the recent benefits studies conducted by Charles Beagrie Ltd. Approaches that estimate minimum values and approaches that measure the wider value are analysed. Both the cost and the benefit analyses provide funders, managers and other decision-making stakeholders with valuable information connected to the strategic goals of an organisation. Anna has studied Economics in the universities of Thessaloniki and Amsterdam and currently works as a research associate at Charles Beagrie Ltd and as a research assistant at Ecorys. She is focusing mostly on Cost/Benefit analyses, organisational performance, evaluation and impact studies. She has been involved in the Keeping Research Data Safe (KRDS) projects and also as part of her degree worked at the Dutch Data Archiving and Networked Services (DANS) institute on a project related to costs and benefits of digital archiving of research data.

Speaker: Anna Palaiologk (Charles Beagrie Ltd.)

Slides DANS_AnnaPalaiologk_efiscal-final-workshop.pdf

16:50 LifeWatch costing and funding, the LifeWatch e-Infrastructure financial construction

The presentation will highlight the specifics of a distributed Research Infrastructure, the way the construction costs for LifeWatch have been established, the funding model and suggestions for further (financial) study on the issue of in-kind contributions.

Speaker: Jacco Konijn (University of Amsterdam)

Slides Lifewatch_efiscal-final-workshop.pptx

17:10 Panel Discussion

Speakers: Matti Heikkurinen (Emergence Tech Ltd), Speakers

19:15 → 21:30 e-FISCAL Dinner

e-FISCAL will be hosting a dinner for the participants of its final workshop. Places are only available for those who confirmed during the workshop registration. Lieve Belgisch Restaurant Herengracht 88 1015 BS Amsterdam eten@restaurantlieve.nl The restaurant is conveniently located in the heart of the city centre, a 10 minute walk from Amsterdam Central Station. Public Transport: "Nieuwezijds Kolk" stop – trams 1, 2, 5, 13, 17 or bus 170, 172, 348, 352, 354, 258, N70. Map: http://www.restaurantlieve.nl/en/contact/

Tuesday, 29 January

08:30 → 09:00 Coffee, discussion and demonstrations of e-FISCAL tools

09:00 → 10:30 e-Fiscal Workshop: Sustainable e-Infrastructures for Research

The final session of the e-FISCAL workshop focuses on moving towards the future beyond the project, which finishes at the end of January 2013. Participants will hear different future scenarios from various e-Infrastructure providers as well as industry. This session also serves as a bridge to the EGI dedicated sessions by focusing on specific interests of the e-Infrastructure community.

Convener: Sergio Andreozzi (EGI.EU)

09:00 Summary of the previous day’s discussions & setting the stage

Speaker: Matti Heikkurinen (Emergence Tech Ltd)

Slides Summary_of_the_first_day.ppt

09:05 Global of view of e-Infrastructure budgets

Speaker: Addison Snell (Intersect 360)

Slides Snell_IS360_HPC_trends.pptx

09:20 EGI: Cost considerations of HTC service provision - the EGI.eu model

Speaker: Steven Newhouse (EGI.EU)

Slides HTCinEGI-eFiscal-2013.pptx

09:35 Business models for federated infrastructures - FedSM model

Speaker: Owen Appleton (Emergence Tech Limited)

Slides BizModels-eFISCAL.pptx

09:50 e-FISCAL: Sustainability and Business models - Lessons Learned and Way Forward

Speaker: Dr Fotis Karagiannis (Independent)

Slides Karayannis_-_e-FISCAL_panel-_January_2013-___Amsterdan-vfinal.pptx

10:05 Wrap-up Panel Discussion: Issues to discuss, Actions and Recommendations

- What cost assessment tells us, what are the limits? - Business models - knowing the costs as the fist step towards enabling pay-per-use - Linking the costs with value - excellent science - Moving beyond €/core hour - mapping costs with service portfolio

Speakers: Matti Heikkurinen (Emergence Tech Ltd), Speakers

10:30 → 11:00 Coffee/Tea

11:00 → 12:30 Charging for EGI Services

Due to potential changes in future funding models, a thought experiment around adding pay-for-use models for EGI services that compliments current usage models was endorsed by the EGI Council. This session will cover their recommendations regarding this issue and the different roles, models and plans that are proposed for how such models could be applied within EGI. This includes a short-term experiment for NGIs to participate that would feed into longer-term initiatives. This session also provides and opportunity to discuss the supporting services that should be put in place by EGI.eu, NGIs and resource centres in order to implement the pay-for-use model.
Objectives:
• Present the EGI Pay-for-Use Model
• Discuss the model and agreement on the processes
• Identify participants of the proposed experiment

Convener: Steven Newhouse (EGI.EU)

paper Pay-for-Use Paper

Survey-Summary EGI-Pay-for-Use-Survey-Summary_vfinal.pdf

Taxation-Issues EGI-PfU-VAT-Taxation-Issues-Vfinal.pdf

11:00 Introduction to the EGI Pay-for-Use Model

Speaker: Steven Newhouse (EGI.EU)

11:10 EGI Pay-for-Use Models and Experiment

Speaker: Sy Holsinger (EGI.EU)

Slides EGI-Pay-for-Use-Models_Holsinger_vfinal.pdf

11:35 Processes needed to implement the EGI Pay-for-Use

Speaker: Sigve Haug (ETH ZURICH)

Slides EGI-WS-2012-01-28.pdf

12:00 Discussion (the model, process agreement, experiment participation)

12:30 → 14:00 Lunch

14:00 → 15:30 Coordinated offering of a federated resource pool

The EGI Council has adopted a policy to explore how Excellent European Science can be supported through a European level review and resource allocation process of pooled NGI resources. This session will expand on the initial discussion moving forward to an implementation roadmap.
Objectives:
• Present the objectives of this experimental activities
• Present the role, responsibilities, composition and operating arrangements of the Scientific Review Committee that will evaluate resource allocation requests from researchers
• Outline the requirements from user communities and resource providers and various resource provisioning models
• Discuss potential issues to processes

Convener: Dr Tiziana Ferrari (EGI.EU)

paper EGIPolicy-ExcellentScience_vfinal.pdf

14:00 Federated resource allocation: objectives and activity roadmap

This presentation will introduce the objectives on the EGI initiative on coordinated offering of federated resources and the related experimental activity roadmap.

Speaker: Dr Tiziana Ferrari (EGI.EU)

Demonstrating Excellent European Science https://documents.egi.eu/document/1415

Slides introduction.pptx

14:20 Scientific Review Committee

The Scientific Review Committee (SRC) is a permanent body reviewing the scientific merit of projects that use the requested resource allocations. The presentation will describe responsibilities, composition and operating arrangements of the SRC.

Speaker: Damir Marinovic (EGI.EU)

Slides EGI-SRC.pdf

14:40 Coordinated offering of federated resources: requirements, models and activities

We present the works of the Resource Allocation Task Force on requirements of user communities and resource providers, and we propose various resource allocation models with the related roles and activities for discussion.

Speaker: Mr T. Szepieniec (CYFRONET)

Resource allocation task force https://wiki.egi.eu/wiki/Resource_Allocation_Task_Force

Slides ResourceAllocationTF-summary201301-vFb.pdf

15:00 Open discussion regarding potential issues to processes

15:30 → 16:00 Coffee/Tea

16:00 → 17:40 EGI Scientific Publication Repository and Discipline Classification

This session covers policy changes resulting from EGI Virtual Team project regarding how scientific publications will be tracked through customised OpenAIRE services for a more accurate demonstration of the scientific impact of EGI. Changes will also be made to how scientific disciplines are classified and used throughout EGI, which will be presented through a newly formed Virtual Team.
Objectives:
• Describe the new policies, processes and tools to improve the tracking of scientific publications possible thanks to EGI and scientific impact assessment
• Present the collaboration with the OpenAIRE project
• Present the results of the new Virtual Team on the scientific discipline classification
• Discuss potential issues to processes

Convener: Richard McLennan (EGI.EU)

paper VT-SciPubRepo-Recommendations-vfinal.pdf

16:00 EGI Scientific Publications Repository and OpenAIRE Collaboration

The ultimate goal of EGI is to support researchers in achieving faster, better and newer scientific results. Therefore, it is of utmost importance to track all the scientific publications that have been possible thanks to EGI in order to demonstrate its real scientific impact. Tracking the scientific outputs based on EGI has been always difficult because of the geographically dispersed communities that use the infrastructure and the lack of well-defined processes and tools. The Scientific Publications Repository Virtual Team was created in June 2012 to mitigate this issue by analysis and recommending policies, procedures and tools to improve the process of collecting scientific publications that used EGI resources for better demonstrating the EGI impact on science. This presentation present the results of this Virtual Team published in Nov 2012 including recommendations provided and follow-up work that has taken place with the OpenAIRE project.

Speaker: Sergio Andreozzi (EGI.EU)

Paper VT-SciPubRepo-Recommendations-Final.pdf

Slides EGI-SciPubRepo-201301-V3.ppt

16:30 The OpenAIRE Infrastructure: on measuring research impact

Speaker: Pasquale Pagano (CNR - ISTI)

Slides OpenAIRE-EvolvingEGI-workshop-2013-01.pptx

16:50 Scientific Discipline Classification

Speaker: Sy Holsinger (EGI.EU)

Slides VT-SDC_Holsinger_vfinal.pptx

17:10 Q&A

Wednesday, 30 January

09:00 → 10:30 Defining Service Portfolios

EGI.eu has started work on defining its service portfolio according to standard IT practices with support from the FedSM project. This session offers a first outline of how these services have been defined and structured. A presentation covering an NGI service portfolio for both NGI international tasks (support services) and user-facing services (e.g., batch processing, storage) will help shape discussions on service evolution and connection to funding.
Objective:
• Present and review the defined EGI/NGI service portfolio for user-facing and support services (based on the refactoring of the EGI-InSPIRE Global and NGI international tasks)

Convener: Sergio Andreozzi (EGI.EU)

09:00 Defining the EGI Service Portfolio - The Approach

Speaker: Owen Appleton (Emergence Tech Limited)

Slides EGIServPortfolioTalk.pptx

09:15 EGI.eu Service Portfolio (Global Tasks)

Speaker: Malgorzata Krakowian (EGI.EU)

Slides EGI.eu_Service_Portfolio.pptx

09:45 PL-Grid Service Portfolio -- user-facing services and sites-facing features

Speaker: Mr T. Szepieniec (CYFRONET)

Slides PLGrid-servicePortfolio-v2.pdf

10:15 Q&A

10:30 → 11:00 Coffee/Tea

11:00 → 12:30 Evolving EGI Global Services

Over the first two years of EGI-InSPIRE, a cost analysis has evolved, which started with EGI Global services, breaking down costs between operations, maintenance and development. These figures were presented at the 2nd EC Review and need to be further refined. This session provides an opportunity to present the current status of this activity and discuss the service evolution beyond EGI-InSPIRE. Initial work towards mapping these services between EC and Community funding sources will be presented as a basis for afternoon discussions.
Objectives:
• Understand service evolution after the end of EGI-InSPIRE.

The afternoon session will focus on revising the priority and criticality for funding of EGI services through breakout sessions based on an initial assessment from EGI.eu.

Convener: Steven Newhouse (EGI.EU)

Cost-Breakdown https://documents.egi.eu/document/1552

11:00 Introduction to EGI Service Cost Analysis, Motivation and Expected Results

Speaker: Steven Newhouse (EGI.EU)

Slides EGIServices-301012a.pptx

11:20 Operations global tasks: evolution after the end of EGI-InSPIRE (SA1)

We present an overview of the operational global tasks focusing on emerging tasks, the global task expected evolution after EGI-InSPIRE and the impact on funding.

Speaker: Dr Tiziana Ferrari (EGI.EU)

Slides Operations_global_tasks-v2.pptx

Task priorities for breakout session Service-Portfolio_Cost-Breakdown_2013-V9-tf.xlsx

11:40 SA2 service evolution after the end of EGI-InSPIRE

- explanation of why some service is stopping - identification of new services - changing in funding of current services

Speakers: Michel Drescher (EGI.EU), Peter Solagna (EGI.EU)

Slides SA2-report-wed-morning-v2.3.ppt

12:00 NA2 Service evolution after the end of EGI-InSPIRE

- explanation of why some service is stopping - identification of new services - changing in funding of current services

Speaker: Dr Gergely Sipos (EGI.EU)

Slides NA2_services_v4.pptx

12:20 Summary

12:30 → 13:30 Lunch

13:30 → 15:00 Evolving EGI Global Services

Over the first two years of EGI-InSPIRE, a cost analysis has evolved, which started with EGI Global services, breaking down costs between operations, maintenance and development. These figures were presented at the 2nd EC Review and need to be further refined. This session provides an opportunity to present the current status of this activity and discuss the service evolution beyond EGI-InSPIRE. Initial work towards mapping these services between EC and Community funding sources will be presented as a basis for afternoon discussions.
Objectives:
• Understand service evolution after the end of EGI-InSPIRE.

The afternoon session will focus on revising the priority and criticality for funding of EGI services through breakout sessions based on an initial assessment from EGI.eu.

Convener: Steven Newhouse (EGI.EU)

Cost-Breakdown https://documents.egi.eu/document/1552

15:00 → 15:30 Coffee/Tea

15:30 → 16:30 Wrap-up/Action summary/Next steps

The final afternoon session will close the workshop by presenting the results of the breakout sessions, summarising the morning sessions and list a set of actions moving forward.