European Requirements for R&D in Information Infrastructure Dependability R&D Strategy For Sustaining An Information Society US-EU Collaboration National Conference Center, Lansdowne, VA September 23-24, 2002 Reinhard Hutter, IABG Andrew Rathmell, KCL

Dependability Development Support Initiative DDSI aims to establish networks of interest, to provide baseline data and to develop policy roadmaps on information infrastructure dependability. Marking the transition of II dependability from a bottom up, technical concern to a public policy & strategic business concern Viewing dependability as a business enabler Across national and sectoral boundaries European focus, global context Informing the policy debate

Deliverables Concepts Conceptual Framework Global Inventory/Benchmarking Global Policy Status Overview EU and NAS Policy Status Report Public Policy Findings Public Policy Workshop Policy Synthesis Public conference (10 October, Brussels) Warning and Information Sharing Public Private Partnerships R&D Policy

R&D Policy Roadmap a strategic roadmap for the development of a European R&D programme aimed at improving the dependability of Europe’s information infrastructures identify strategic approaches to develop a coherent and overarching research strategy addressing all aspects of information infrastructure dependability provide a basis for other roadmaps

Towards a Roadmap

Workshop Aims Vision Drivers/needs Requirements Capture Research & policy Research agenda Input to overall gap analysis Technology Take-up

R&D Vision Challenge is clear Societal dependence upon large, unbounded, multi-jurisdictional socio-technical systems  Ambient Intelligent Space as the new infrastructural paradigm Strategic Goals and societal impact? Benefits to European society  E.g. Component level (warrantable software) to boost IT industry  System and societal level – Focus upon services  Social, political, business goals - “Dependability Gap”

Dependability Approaches Improving dependability is a means Making dependability an integral property of the Information Society But do not have adequate analytical frameworks and methods for the new environment So, “revolution” or “paradigm shift” required Draw from other disciplines/communities Especially for task of characterising the infrastructures (e.g. Complex Systems Theory)  Practical applications of biomimetic approaches, financial market modelling, oceanography, etc

 System View:from Componentsto Networks from Single Sectorto Multidisciplinary from Boundedto Unbounded  MOE/Metrology:from Fewto Manyfold  Knowledge:from Comprehensiveto Inkomplete  Concepts:from Knownto Emergent  Stakeholders:from Fewto Many  Ownership:from Clearto Diffuse  Threat:from „Classical“to Asymmetric  Methodology: from Familiarto Novel  Legal&Regulatory:from Stableto Uneasy Changing Paradigms

Requirements From centralised control to the economics of functionality E.g. home user; electrical sector From the functionality-security dilemma to embedding dependability Current user concerns vs the future paradigm  From the PC-based infrastructure to pervasive computing  Variety of user communities (e.g. retail software vs. enterprise)  Fixing today’s problems and building the new paradigm

Research & Policy Research Policy Management, funding, impact Research for Policy Support Informing policy-making through a transnational network of experts Policy aspects of dependability Better understanding of political, social, economic contexts and drivers

Research Agenda Societal, system of systems, components Reinforce strengths at component design level but stress “new” levels Prioritisation & categorisation Multiple sources of recommendations & “shopping lists”

Topics Policy Issues Basic Research Interdependencies; Threats & Risks; Implications of new technologies Human Factor User/Customers; Service Providers & Vendors; Others Economic Aspects Technical Measures & Capabilities Protection; Detection; Reaction; Other Organisational Measures Measurement, Simulation & Testing

Take-Up Two way dialogue between researchers, implementers and users Mechanisms for “tactical” research Assisting users with identification of applicable techniques & approaches Awareness activities to stimulate market School, corporate, public education Market mechanisms (e.g. corporate governance, liability, insurance, legislation) Education & skills

 GovernmentPolitics  Providers & Economy, Market, ManufacturersTechnology  Users & DependantsPublic Life, Awareness  Universities & InstitutesResearch Bringing Actors Together

 Sharing of Efforts  Optimising of Investments  Synergy of the Best  Shared Solutions Bringing Actors Together

 System View:from Componentsto Networks from Single Sectorto Multidisciplinary from Boundedto Unbounded  MOE/Metrology:from Fewto Manyfold  Knowledge:from Comprehensiveto Inkomplete  Concepts:from Knownto Emergent  Stakeholders:from Fewto Many  Ownership:from Clearto Diffuse  Threat:from „Classical“to Asymmetric  Methodology: from Familiarto Novel  Legal&Regulatory:from Stableto Uneasy Changing Paradigms

 Degree of Complexity – Systems of Systems  Pace of Technological Development  Global Penetration & Proliferation  Interdependencies of Many Sectors  Different National or Local Approaches  Differing Objectives and Diverging Interests of Stakeholders  Unpredictable Threat Obstacles to Fast Solutions

 New R&D Approaches Required  A Challenging Domain for R&D  No Total Deterministic Solution  Learn and Benefit from other Disciplines  Creativity and Fantasy Required  Analytical Tools Necessary for - Better Understanding - Design and Optimisation - Evaluation of Procedures - Investigation of Scenarios - In Action Decision Support - Training and Education  Fusion and Integration of National and Local Programmes and Projects Conclusions

 High and Growing Attention at the EU  Growing Attention at Member State´s Governments  Promising Local Efforts, Programs and Organisations  Improving Regional and Global Exchange and Information Sharing  R&D Programmes and Approaches at Many Places  Building of Communities  Harmonisation of Terminology, Approaches, Standards  Establishing of Joint Projects Hope & Vision