Deli e able D2.1.2
Repo on Base4NFDI se ice
amp-up p ocedu es
Co ne s ones o he Ramp-Up Phase
Ve sion 2, Oc obe 2025
Au ho s
Ch is ian Schä e -Ne h (0000-0002-6995-8706)
Sö en Lo enz (0000-0001-8577-6614)
h ps://zenodo.o g/ eco ds/17304387
Funded by DFG as pa o NFDI. G an Numbe s:
521453681, 521460392, 521462155, 521463400, 521466146, 521471126, 521473512, 521474032,
521475185, 521476232
1
Table o con en s
O e iew 2
Wha o do and when 4
Timeline and mee ings 4
Ramp-up (D2.4.2) 6
Tasks o he se ice eam 6
Tasks o Base4NFDI 7
Due da es 7
Po olio admi ance (D2.4.4) 8
Tasks o he se ice eam 8
Tasks o Base4NFDI 8
O e iew
He e we desc ibe he amp-up p ocedu es, he espec i e asks o he se ice eams and
Base4NFDI, and he associa ed decision wo kflows in Base4NFDI’s Ramp-Up Phase.
The Ramp-Up Phase is dedica ed o asce aining ha a se ice in he Base4NFDI p ocess
comple es all necessa y s eps and p e equisi es o olling ou he se ice o widesp ead
use in a sus ainable and scalable manne .
A he end o he phase, he e is a business model ha defines he o ganisa ional o m o
he se ice ope a ion, quan ifies he cos s o i s p o ision and documen s he necessa y
long- e m financing scheme. The se ice has been made complian wi h ele an legal
egula ions, in he fi s place wi h GDPR. Any equi ed secu i y, backup, and p o ec ion
measu es a e in place o ensu e in eg i y and a ailabili y o bo h se ice and da a.
In e ope abili y has been u he ad anced o make he se ice an in eg al pa o he
NFDI se ice po olio and enable i o use in la ge con ex s, especially o ede a ing
wi hin EOSC.
This builds upon he g ound laid by TA2’s concep o he se ice po olio/ca alogue1
(D2.2.2) and in eg a ion2 (D2.1.1).
As i is he case wi h he In eg a ion Phase, he e a e wo in e dependen de elopmen s o
bo h he se ice eams and Task A ea 2 o Base4NFDI:
➔ The eams b ing he se ice om i s s a us de eloped in he In eg a ion Phase in o
a sus ainable and scalable ope a ion. The equi ed ac ions a e desc ibed in he
wo k p og amme o he amp-up p oposal, and he conc e e objec i es a e defined
he e by co esponding se ice-specific deli e ables and miles ones.
2 Repo on se ice in eg a ion p ocedu es, h ps://doi.o g/10.5281/zenodo.15235863
1 Repo on se ice po olio amewo k, h ps://doi.o g/10.5281/zenodo.15303622
2
➔ Base4NFDI is de eloping he u u e basic se ice po olio o he NFDI, as
desc ibed in he Base4NFDI p oposal,3 and helps he se ice eams o fi hei
se ices cohe en ly in o his po olio. This is summa ised by wo co esponding
Base4NFDI deli e ables which should be me a he end o he Ramp-Up Phase:
D2.4.2 – Repo on conduc ed se ice amp-up,
D2.4.4 – Repo on po olio admission o a gi en se ice.
The Base4NFDI deli e ables a e de ailed by a numbe o conc e e equi emen s o
po olio (and se ice) ope a ion4 which will be explained in he ollowing sec ions.
Disclaime s
● Gene al
He e, we e e o he s a us o Base4NFDI’s de elopmen s as o Sep embe 2025.
Se e al aspec s a e s ill unde discussion, including he scope o he upcoming
se ice po olio, i s ela ion o a use -o ien ed se ice ca alogue, possibly s ic e
equi emen s such as SLAs and ce ifica ions, and an alignmen o p ocesses o
non-basic se ices. This will be add essed in e ised e sions o his documen as
ma e s become clea e .
● Rela ion o his documen o he deli e ables o he se ice eams
He e, wo se s o se ice eam deli e ables ha e o be conside ed:
○ Fi s ly, he ones defined o he In eg a ion Phase, as desc ibed in ou
Repo on se ice in eg a ion p ocedu es. These ma k he p e equisi es o
en e ing he Ramp-Up Phase. F om hese, single ac ionable deli e ables o
he eams ha e been de i ed, as de ailed in “Requi emen s o Comple ion
o he In eg a ion Phase”.5
○ Secondly, he e a e he co esponding Base4NFDI deli e ables o amp-up,
D2.4.3/4, as ou lined in his pape . These ma k he finalisa ion o he
Ramp-Up Phase. Again, hese asks will be b oken down in o
eam-ac ionable ones and complemen ed by co esponding wo k i ems in
he se ice eam's OpenP ojec wo kspace. Any esul s will ei he be
acked/linked he e o in a Google sp eadshee p epa ed o acking
po olio- ele an me ada a.
● Rela ion o his documen o he amp-up p oposal empla e
The empla e o he amp-up applica ion will use he eam-o ien ed, ac ionable
asks explained abo e, bo h o documen ing he success ul in eg a ion using he
OpenP ojec asks men ioned abo e, and o defining he objec i es o he
Ramp-Up Phase.
5 “Requi emen s o Comple ion o he In eg a ion Phase”, h ps://doi.o g/10.5281/zenodo.17107044
4 “Repo on Base4NFDI se ice in eg a ion p ocedu es”,
h ps://doi.o g/10.5281/zenodo.15235863 → no es_on_po olio_ equi emen s
3 “Base4NFDI - Basic Se ices o NFDI”, h ps://doi.o g/10.5281/zenodo.10245518
3
Wha o do and when
The abo e scheme illus a es wha is o be done by Base4NFDI (beige) and se ice eams
(g een) du ing he Ramp-Up Phase. The se ice eam’s own wo kplan, asks, and
deli e ables ma k he pi o al poin o hese ac i i ies, and he Base4NFDI deli e ables
D2.4.x ma k he final goal.
Abo e all, he se ice eam is asked o ollow i s own wo k plan and p o ide he
documen a ion as shown. Bases4NFDI is esponsible o suppo ing he eams wi h
app op ia e empla es and guidelines, and mapping he eams' indi idual achie emen s
o he po olio equi emen s and he o e a ching deli e ables o Base4NFDI. In he end,
TA2 confi ms he app op ia eness o he con en o he epo s and TA3 hei
comple eness. Based on his, he esponsible bodies o NFDI decide on he inclusion o
he basic se ice in he NFDI se ice po olio.
4
Timeline and mee ings
The ollowing able indica es wha will ha e o be done be o e, a e , and du ing a ull
wo-yea Ramp-Up Phase. I he phase will be sho e because o as e p og ess o
limi ed unding, he imes mus be ca e ully adjus ed.
5
Be o e applying
o amp-up
Discussion o amp-up concep in a sec ion mee ing
Mee ing wi h TA2: amp-up o e iew and espec i e esponsibili ies
o se ice eam and Base4NFDI, e alua ion o necessi y o quali y
and so wa e assessmen s, discussion and decision on he ac ual
leng h o he phase
A e accep ance
by he conso ia
assemblance,
be o e amp-up
Collec ion o scien ific sena e’s equi emen s (TFGS)
Mon h 1
Ramp-up kick-o wi h Base4NFDI (TA2, se ice s ewa ds,
ep esen a i es o TA3 and TA4)
Mon h 15
In e im epo o scien ific sena e, a he eques o he sena e wi h
an accompanying o e o he TEC
Be o e Mon h 18
Consul a ion wi h TA2 and decision on a business model
Mon h 22–23
3 d sel -assessmen o so wa e quali y (i applicable / de eloped as
pa o he se ice)
P epa a ion o final epo s on adop ion, in e ope abili y, success
s o ies, quali y, sus ainabili y, echnological eadiness, secu i y, and
legal compliance
Check o ulfilmen o po olio- ele an equi emen s
Mon h 23
Final epo o scien ific sena e: p o ide s, business model,
in e ope abili y wi h po olio and beyond
Mon h 24
Confi ma ion o success ul comple ion o he Ramp-Up Phase, based
on he epo s/checks, and final epo
P esen a ion o he esul s in a sec ion mee ing
Announcemen o he success ul comple ion o he Ramp-Up Phase
Inclusion o he se ice in he po olio
Ramp-up (D2.4.2)
A he end o he Ramp-Up Phase, he se ice shall be
● o a echnology eadiness le el o 9 o equi alen ma u i y,
● o su ficien so wa e quali y i so wa e is de eloped as pa o he se ice,
● legally complian ,
● ope a ional in a scalable s a e based on a sus ainable pe spec i e.
Mos o hese equi emen s a e co e ed wi h he a o emen ioned po olio equi emen s
and he documen a ion o hei ulfilmen . The majo i y o hese will ha e been icked o
al eady du ing he In eg a ion Phase, lea ing he ones discussed below.6
Tasks o he se ice eam
The eam will ha e o define and desc ibe how he quali y, legal, and ope a ional
equi emen s o he se ice ha e been ulfilled o he subsequen ope a ional phase.
Ma u i y / quali y
A su ficien deg ee o ma u i y is cha ac e ised by he ac ha he se ice, i s amewo ks,
s anda ds, o p ac ices a e widely adop ed and us ed. This should be plausibly
documen ed. In he case o a p edominan ly echnical se ice, his can be achie ed
acco ding o he TRL concep , s a ing ha he se ice is ope a ional in he in ended
en i onmen (TRL 9).7
I applicable, he eam should as well conduc and documen he final sel -assessmen o
hei so wa e, as desc ibed o he In eg a ion Phase.8
Legal compliance
The se ice eams shall confi m/documen , o each o he in ol ed se ice p o ide s,
● ha he se ice complies wi h GDPR,
● how pe sonal da a is p ocessed and p o ec ed, including ele an
echnical-ope a ional measu es and da a p ocessing ac i i ies
● how se ice/da a p i acy is main ained, including ele an TOMs and VTs,
● he da a p o ec ion and backup measu es in place.
I pa s o his a e no applicable o he se ice, e. g., because no backups a e needed, his
should be s a ed acco dingly.
8 as abo e, → no es_on_so wa e_quali y
7 as abo e, → p. 12
6 “Repo on Base4NFDI se ice in eg a ion p ocedu es”,
h ps://doi.o g/10.5281/zenodo.15235863 → no es_on_po olio_ equi emen s
6
Ope a ion, scalabili y and sus ainabili y
F om he In eg a ion Phase, he e should be (an) assigned p o ide (s) o he se ice and a
d a ed ope a ional concep . This shall be ully de eloped in o a business model, and
he e mus be clea commi men s o p o ide he se ice. In coope a ion wi h he
designa ed se ice p o ide s, he eams will ha e o come up wi h
● a business model, including in o ma ion on cos s, unding, and ele an applicable
aspec s o se ice ope a ion and main enance (pe sonnel amoun and
qualifica ion, ha dwa e and so wa e componen s, licensing and subsc ip ions,
use suppo , documen a ion, web p esence, onboa ding and aining)
● w i en commi men s o he p o ide s.
We sugges ha hese documen s co e a se ice ope a ion ime span o a leas fi e
yea s, which is a ypical ime ame o IT in as uc u e enewals.
Tasks o Base4NFDI
Toge he wi h he se ice s ewa ds, TA2 will suppo he eam by iden i ying ou comes o
hei wo k ha a e ele an o hese epo s and guide he compila ion. TA2 will suppo
he eam in gene alising he TRL concep in e ms o o e all se ice ma u i y, applying i o
hei specific use cases, and conduc ing he so wa e assessmen .
To acili a e he compila ion o legal documen s and he business model, TA2 will p o ide
empla es, guides, and checklis s ha a e a ge ed o di e en , ypically o be expec ed
echnical and non- echnical se ice con ex s. TA2 is happy o o ganise specific eam
mee ings add essing hese issues.
TA2 suppo s he eam in acking all ele an achie emen s in OpenP ojec and p o ides
cus omised elec onic o ms o ela ed checklis s.
The Base4NFDI aining coo dina o consul s he eam on aining - especially ele an
aspec s o scalabili y and main enance.
Due da es
The business model should be eady by mon h 18 o he Ramp-Up Phase.
All o he epo s, policy desc ip ions, and assessmen s should be a ailable by he end o
he Ramp-Up Phase. As he e will be mo e han one se ice in amp-up, he ac ual
p epa a ion o he documen s should be scheduled indi idually, oge he wi h Base4NFDI.
7
Po olio admi ance (D2.4.4)
Tasks o he se ice eam
A he end o he Ramp-Up Phase, a sho o e iew o he se ice and he esul s o he
phase mus be w i en, ocusing on majo achie emen s, o e ings, and benefi s. This
epo will be published as a news i em on he Base4NFDI websi e. In addi ion, he e mus
be a p esen a ion o he Ramp-Up Phase esul s in a mee ing o he espec i e sec ion
a e he phase has ended.
Tasks o Base4NFDI
A he end o he Ramp-Up Phase, TA2 will e iew he acked esul s and confi m ha all
equi emen s in e ms o con en ha e been me , while TA3 will do he same in e ms o
comple eness. This will be o mally epo ed o he scien ific sena e, and he esponsible
pe sons/commi ees o he NFDI will decide on he inclusion o he se ice in he
po olio.
Following a posi i e decision, he po olio manage makes he se ice a ailable in he
ca alogue.
8
