Research Infrastructures Roadmap 2010 Western Balkan Platform on Research September, 24th 2014 Trieste The new 2016 Roadmap of the European Strategy Forum on Research Infrastructures (ESFRI) Pre-view of official launch Strategy Report on Research Infrastructures Roadmap 2010 Giorgio Rossi Università degli Studi di Milano (IT) Deputy-Chair of ESFRI

Importance of Research Infrastructures Broad consensus that future competitiveness in a globalising knowledge economy depends on research capability Research capability requires Investment in higher education and research institutions Access to first class research infrastructures Coordination on a European (and increasingly a global) scale is required because Limited investment funds available Increasing level of infrastructure investments needed to remain at the cutting edge Advanced data sharing and exploitation for science and innovation RIs are intellectual hubs, not (just) big machines or big datasets Open access is the reference basis

Why a new ESFRI Roadmap ? ESFRI was set up by the EU Council of Research Ministers in 2002 It brings together representatives of Ministers of the 28 Member States, 10 Associated States, and of the European Commission Supports a coherent and strategy-led approach to policy making on Research Infrastructures Mandate to develop a Roadmap and prioritise research infrastructures Update mandate after the Informal Competitiveness Council in Milano (July 2014) to complete a new Roadmap for 2016 with new criteria of selection and format The New Roadmap will be shorter (25 Projects) and contain projects at the “decision stage”

today: ESFRI Roadmap 2010 The “10-years rule” Social and Cultural Innovation ( 5 ) Health and Food ( 13 ) Environmental Sciences ( 9 ) Energy ( 7 ) Analytical Facilities ( 6 ) Physics Science and Engineering ( 10 ) e-Infra- structures (1) SHARE BBMRI ELIXIR ICOS EURO-ARGO ECCSEL Euro-FEL ELI TIARA* PRACE European Social Survey ECRIN INFRA FRONTIER LIFEWATCH IAGOS Wind-scanner EMFL SPIRAL2 CTA CESSDA INSTRUCT EATRIS EMSO EPOS EU-SOLARIS European XFEL E-ELT** SKA CLARIN EU-OPEN-SCREEN EMBRC SIAEOS EISCAT_3D JHR ESRF Upgrade KM3NeT FAIR DARIAH Euro Bio-Imaging ERINHA COPAL IFMIF NEUTRON ESS SLHC-PP* ILC-HIGRADE* ISBE MIRRI HiPER ILL20/20 Upgrade ANAEE MYRRHA   Distributed research infrastructures Single sited research *Projects from CERN’s European Strategy for Particle Physics The “10-years rule” Green: implemented, Red: 10-years expire on 2015, Black: stay on

The new ESFRI Roadmap 2016 Rationale The ESFRI strategy document with extended scope and analysis: a) the landscape of RIs in Europe and elsewhere + ESFRI impact b) the gaps in the European RI ecosystem c) the new list of pan-European RI projects d) the strategy of optimization of the whole RI system, the synergy with existing RIs, the sustainability and the increase of return of investment, the continuous upgrade, and the end of life perspectives e) the global research infrastructure opportunities (GSO, G8+5)

PSE

Landscape Analysis and ESFRI impact Physics RIs represent > 50% investment cost of the ESFRI Roadmap 2010 Physics+Energy+HPC >75% cost

Competitiveness of Europe: the example of physics in the economy

Impact of Physics on Economy and Competitiveness -Italy 7.4% GDP from Physics -UK 8.5% -Italy 6.1% employment -UK 4% employment GVA per worker in physics Italy €78100 / €64000 average UK £70000 / £36000 average Since 2008 physics-based productivity +2.5% vs -1.5% all-economy productivity

Rules for new Roadmap Approximately only 25 Decision Stage Projects on the new Roadmap Projects that have been on the roadmap and not implemented will automatically roll off after 10 years Any project that wants to be considered again after 10 years must reapply, and compete with the new ones Approximately 16 projects will remain on the Roadmap (entered in 2008 and 2010) so there will be room for 8-10 NEW projects Assessment of new projects will be by scientific peer review, assessment matrix, and indicators of pan-European relevance Entry level projects will be at a more mature level (conceptual design and feasibility done) to become implemented within the 10-year term Every 2-3 years audit of the project by ESFRI Implementation WG

Proposing projects for new roadmap The proposal process will be on-line (reserved to National Delegations and EIRO forum). Key questions will include: What is the value for science? for innovation? Cost and Schedule? What is the strategy for siting? What is the governance model? What is the data management plan? How it is planned to be financed? Does it replace existing facilities? Is the project included on one or more national roadmaps? What is the intended user community? Will it be open access? What preparatory work has been done? Design Studies? Business case? Investment plan? Is it intended to apply for H2020 preparatory phase?

New Projects Submission and Selection Presentation to ESFRI EB National Delgations collect and present on behalf of MS(s) and AS (S) or EIROFORUM presents SWG starts analysis ESFRI asks EB to perform Pre-screening and to report to Forum (eliminate uneligible projects) and attributes to SWGs Science Scientific Analysis: Uniqueness Increase of capacity Global Competitiveness ALL PROJECTS undergo independent PEER REVIEW Peer Review Pan European Relevance Application of Indicators by SWG/EB Analysis od National Strategies (Roadmaps) New Projects Submission and Selection Assessment Matrix E-IRG white paper Governance Management Financial Plan IMPLEMENTATION SWG AEG Matrix

Method of evaluation and assessment The new ESFRI Roadmap 2016 Method of evaluation and assessment The ESFRI Indicators of Pan-European relevance

Assessment of maturity by IG 1. ESFRI Delegation of EIRO Forum Member completes online submission form (31-03-2015) 2. two independent Experts assess proposal and Rapporteur delivers report to IG and SWG (31-05-2015) 3. IG formulates drafts recommendation (30-06-2015) 4. IG Member participates in (on site) hearing with projects and/or relevant (governmental) stakeholders (30-07-2015) 5. IG formulates final recommendation on project and offers it via Executive Board for decision to Plenary Forum (30-08-2015)

Research Infrastructures Roadmap 2010 www.europa.eu/research/esfri Strategy Report on Research Infrastructures Roadmap 2010

ESFRI synergy with Horizon 2020 Developing new world-class Research Infrastructures Concept & Preparatory Phases INFRADEV 1 Support conceptual design of new research infrastructures, which are of a clear European dimension and interest: bottom-up proposals for new infrastructures INFRADEV 2 Support preparatory & pre-implementation phases of ESFRI infrastructures: Linked to prioritisation of ESFRI infrastructures Implementation & Operation Phases INFRADEV 3 Individual ESFRI projects with established legal structure and governance such as ERIC. First call targets prioritised ESFRI projects INFRADEV 4 Thematic clusters of ESFRI and other World Class Research Infrastructures OWCRIs: joint activities and implementation of common solutions for RI in specific domain: Targets ESFRI RIs together with OWCRI, Integrating Activities, e-infrastructures

Horizon 2020 – Calls Integrating and opening RI of European interest INFRAIA 1 To open up key national and regional research infrastructures to all European researchers and to ensure their optimal use and joint development: Networking; Transnational / Virtual Access; Joint Research Activities for the improvement of RI services An emphasis on management efficiency, innovation capacity (technology transfer, participation of SMEs, instrumentation development), international dimension, management of generated data… Are expected to engage with relevant ESFRI projects

example: Integrating Infrastructures for Nanoscience with Analytical Large Scale Facilities (ESFRI and National)

Upcoming Events in Trieste on 24-25 September www.elettra.eu/Conferences/2014/ELRI/ www.copori.eu on 25/9 at 14:30

Follow the 25 September Launch event on streaming ! www.europa.eu/research/esfri