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Sally Chambers, Michael Kurzmeier, DARIAH-EU, and Hannah Short, CERN

AARC Tree All Hands Meeting, TIIME

Introducing WP5

Compendium and Recommendations

1st April 2025

Authentication and Authorisation for Research and Collaboration

https://aarc-community.org

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AARC-TREE Compendium and Recommendations

To produce a compendium of AARC best practices and deliver recommendations for a common long-term strategy for AAI services in pan-European Research Infrastructures in Europe

Builds on RI Use Cases based on stakeholder interviews
Takes into account the Changing landscape, e.g. establishment of the EOSC EU Node, EOSC Federation and EOSC ‘Candidate’ Nodes etc.

https://aarc-community.org

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WP5 - Compendium and Recommendations - Who?

Partners: Summative effort 13 PM

Co-leads: DARIAH (Sally Chambers, Michael Kurzmeier) & CERN (Hannah Short)

Géant - 1 PM Christos
Nikhef - 1 PM David
GRnet - 1 PM Nicolas
EGI - 1 PM Valeria
CERN - 2 PM Hannah

Surf - 1 PM Maarten
KIT - 1 PM Marcus
CSC - 1 PM Manne
DARIAH - 2 PM Sally, Michael
STFC - 1 PM Dave
Paul Scherrer Institut - 1 PM Bjoern

https://aarc-community.org

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WP5 - Compendium and Recommendations - When?

[M14 - M24, April 2025 - February 2026]

T5.1 - Compendium Design

T5.2 - Compendium Preparation and Validation

T5.3 - Compendium Publication and Outreach

M5.1 - Compendium Workshop [M15, May 2025]

June online
September at CERN - proposed date: 17th September with OSCARS

M5.2 - Initial Version of Compendium [M20, October 2025]

M5.3 - Compendium Outreach Campaign [M23, January 2026]

M5.4 - Compendium Launch [M23, January 2026]

D5.1 - Compendium of Best Practices & Recommendations [M23, Jan. 2026]

https://aarc-community.org

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OSCARS and the 5 Science Clusters

https://oscars-project.eu/ & https://science-clusters.eu/

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D2.1: Clusters’ Services and Data Sources Portfolio

Chambers, S., Nentwich, M., Guerrieri, G., Hienola, A., Pierre, M., Kurzmeier, M., Barbot, L., Chazallet, L., López Lerida, J., David, R., Millar, P., Ďurčo, M., Wolff-Boenisch, B., Kaczmirek, L., Tedds, J., Götz, A., Bodera Sempere, J., Ivanoaica, T., Wagh, J., … Saunders, G. (2025). OSCARS D2.1 - Clusters' Services and Data Sources Portfolios. https://doi.org/10.5281/zenodo.14881627

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Consolidation & Terminology Workshop

https://oscars-project.eu/news/oscars-consolidation-and-terminology-workshop-overview

Consolidation and Terminology Workshop, 30th September – 1st October 2024, DESY, Hamburg.

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Cultural Heritage / Digital Humanities Workflow

Humans-in-the-loop

Automatic Text Recognition (HTR, OCR)

Digital (Text) Analysis Workflows

Named Entity Extraction
Social Network Analysis
Sentiment & Emotion Mining

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WP5 - Compendium and Recommendations

Task 5.1 Compendium Design (M14-M16)

Building on:

Results of the use case analysis performed in WP3
Technical, Architectural and Policy Guidance from WP1 and WP2

This task will:

Design the compendium structure and identify required content
Close liaison with the Research Infrastructures, Science Clusters and the other stakeholders identified by the project.

https://aarc-community.org

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WP5 - Compendium and Recommendations

Diverse audience for the Compendium:

Managers of the Research Infrastructures and their Service Providers
Research Communities who use their services
Technical Architects and AAI Practitioners, Policy Makers and Funding Bodies
[Changing landscape: establishment of the EOSC EU Node, EOSC Federation and EOSC ‘Candidate’ Nodes, c.f. OSCARS, EOSC Beyond etc.]

A Compendium Online Workshop will be held in June, and an in person event in September

https://aarc-community.org

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So what are we trying to create?

A web resource (likely a Wiki?)
Where Research Community managers and technical supporters can find the guidance they need
Jargon to be avoided as much as possible
Providing as much help as possible e.g. a flow chart to help decide whether to host an AAI yourself or use a hosted solution
Answers to current FAQs e.g. how to integrate with EOSC, which guidance to adopt to maximise compatibility long term
Particular focus on being helpful to small communities (10 - 100 people)

https://aarc-community.org

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davidg@nikhef.nl

Thank you

Any Questions?

https://aarc-community.org

The work leading to these results has received funding from the European Union (GAP 101131237) and other sources

https://aarc-community.org

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WP5 - Compendium and Recommendations

T5.2 - Compendium Preparation and Validation (M16-M22)

Builds on the results of the Compendium Workshop (M15, June 2025)

Gathers materials and prepares publication of the compendium,

AARC Blueprint Architecture and guidelines (WP1 & WP2)
Input from WP3 Use Case Analysis

Compendium Initial draft presented in M20, October 2025

Opportunity for further community feedback
In close liaison with the Validation Team (WP4)

M5.2 - Initial Version of Compendium [M20, October 2025]

https://aarc-community.org

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WP5 - Compendium and Recommendations

T5.3 - Compendium Publication and Outreach (M22-M24)

This task will :

undertake the final editing and publication of the first version of the “Compendium of AARC Best Practices and Recommendations”
Compendium to be published as a living document on the AARC TREE website (WP6)
Sustainability and the maintenance of the Compendium after the project, e.g. leveraging existing communities such as FIM4R

https://aarc-community.org

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WP5 - Compendium and Recommendations

T5.3 - Compendium Publication and Outreach (M22-M24)

Final version of the Compendium published in M23, January 2026
Comprehensive outreach campaign to the key audiences of the Compendium in collaboration with WP7 (Communication, Dissemination and Exploitation)

M5.3 - Compendium Outreach Campaign [M23, January 2026]

M5.4 - Compendium Launch [M23, January 2026]

D5.1 - Compendium of Best Practices & Recommendations [M23, Jan. 2026]

https://aarc-community.org