What is expected for each phase?

What is expected for each development phase from the basic service teams?

Please note! Plan extra effort for the Base4NFDI requirements when applying for a phase, in terms of deliverables and events to attend – familiarise yourself below to plan and allocate appropriate resources per phase.

Status: Feb 2025

For all phases (Initialisation, Integration, Ramping-Up)

Workshops and training

Base4NFDI kick-off meeting for each phase*
Training task force*
Hosting workshops/knowledge shares
Consortia Integration workshops
Internal EOSC planning workshops
Individual Base4NFDI consultings

*mandatory. Rest is highly recommended.

Events and outreach

Regular (monthly) meetings with Base4NFDI*
Presentation (of phase results) at Section meetings at the end of each phase*
Presentation at Base4NFDI User Conference*
Presentation at Services Roadshow by Base4NFDI*
One NFDITalk per phase*
Bi-yearly CoRDI conference
NFDI consortia events
Create own service web presence

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1) Initialisation Phase

Formal criteria to enter phase

Formal criteria for each phase (consortia approval 25%, TRL 3-4, SWOT, concept)

Deliverables (from the Base4NFDI proposal)

Requirement analysis (D1.4.1)
Software evaluation (D1.4.2)
Service design (D1.4.3)
Service prototype (D1.4.4)
Service piloting and user testing (D1.4.5)

how to report in initialisation phase Requirements for completion of initalisation phase Guidelines for a Short Overview after the initalisation phase

Other

Persona workshops
(User studies)

Resources from Base4NFDI

Decision Memo - formal check of the Initialisation phase proposal
Website Policy - guidance on how to structure the websites, domains, and policies
Service Documentation Guide - how to document your basic service
User Persona Creation Kit - find user journeys and use cases for your service via personas

2) Integration Phase

Formal criteria to enter phase

Formal criteria for each phase (consortia approval 50%, TRL 5-6, operational concept, interoperability, international compliance)

Deliverables (from the Base4NFDI proposal) + explanations

Report on conducted service integration (D2.4.1), i.e. IAM4NFDI integration, integration success stories for all consortium fields (life sciences, natural sciences, etc.)
Report on results of quality and sustainability studies (D2.4.3), i.e. TRL, designated service providers, service quality standards/limitations, draft business model, clarify legal aspects, service level agreements, etc.)
Report on admission for a given service/admission to service portfolio (D2.4.4), i.e. meet standards, definition of KPIs regarding (e.g.) usage/integration/success metrics, incident/security management, privacy policies, interoperability with EOSC

Other

Service Documentation
User studies

Resources from Base4NFDI

Decision Memo - formal check of the Initialisation phase proposal (tba)
Website Policy
Service Documentation Guide
User Persona Creation Kit

3) Ramping-Up Phase

Formal criteria to enter phase

Formal criteria for each phase (consortia approval 75%, TRL 7-8 -> 9 by the end of this phase, operational phase is sustainably supported by commitments from participating/further institutions)

Deliverables (from the Base4NFDI proposal)

Report conducted service operation ramp-up (D2.4.2)

Other

Compliance and legal framework, e.g. GDPR compliance
Security and data protection, e.g. data privacy policy
Technical readiness and integration
Quality assurance and sustainability
Service ramp-up and portfolio admission

... tba!