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Onboarding procedures for EOSC Providers who want to include training resources in the Knowledge Hub

  • A Provider starts registration in the EOSC Portal – using current EPOT onboarding workflows:  The training providers need to be onboarded onto the marketplace as any other resource providers. Once a Provider is approved by EPOT the provider can on-board services and training resources. 
  • If a Provider wants to include its training resources in the EOSC Future Knowledge Hub (KH) training catalogue - service registration - the EPOT team redirects a Provider to the KH, a service validation process is frozen until the KH registers the resources.
  • KH team is included in the EPOT team and is a part of the rota for training resources. The only work of the KH team within the EPOT rota is the validation of the first training resource, and the future validation/auditing of onboarded training resources. EPOT is doing regular audits of RP and Resources and the KH team is involved in the training related ones.  
  • A Provider fills out a form in the KH training catalogue / marketplace.  
  • For a manual registration “resource by resource” KH trusts the resource (no validation, approval is by default when a form is filled out, validation is done on the Provider level) and gives permission to register training resources. Periodic auditing takes place. The forms ensure that mandatory metadata is supplied before an entry can go into the training catalogue.  
  • Only the first training resource from an onboarded provider would be validated by EPOT - subsequent ones do not need explicit validation. 
  • There is a synchronization between the KH catalogue and the EOSC catalogue/portal/marketplace (as there is an additional research product catalogue). 
  • A master product is always in the marketplace.  
  • KH team curates training resources using the curation quality checklist, follows up with a Provider if needed. Some automated curation will be implemented to minimise the workload of the KH team. Audits will be automated as much as possible, certain checks on URLs for example. 
  • The Provider agrees to periodically update training resources (and corresponding metadata) to keep them current. If a resource will not be well maintained but may still be useful, a Provider includes a note that maintenance is not continued. 

Terminology issues and EOSC Future approaches

Rules of Participation exist on the EOSC level and not on the EOSC Future project level, which means that we could only discuss the practical implication of the rules for training resources and make recommendations for the newly launched EOSC Association Task Force. 

Inclusion criteria for onboarding EOSC service providers are within the scope of the EOSC Future project, but we don’t want to introduce specific criteria for different types of EOSC providers and we don’t expect new entities such as training providers. For example, EGI, GEANT and OpenAIRE already have training onboarded as services in the Marketplace. Also, not all training is provided by (training) service providers and training is not always connected to specific services. We should separate training as a service from training material. No difference on the provider level is the project approach. 

So when we talk about onboarding EOSC training resources we could only focus on the content level - e.g. do we need more metadata on training? And this is already addressed in D9.1 EOSC Training Catalogue and Learning Platform Specification. 

Practical implications

The current version of The Rules of Participation in EOSC is available at (Service Requirements), see the text below: 

Services and resources of the EOSC Portal are provided and maintained by different providers under a variety of licenses. To become a provider we require that:

  • The service is accessible to users outside its original community.
  • The service is described through a common template focused on value proposition and functional capabilities.
  • At least one service instance is running in a production environment available to the user community.
  • Publish Research data which is Findable, Accessible, Interoperable and Reusable.
  • Release notes and sufficient documentation are available.
  • Helpdesk channels are available for support, bug reporting and requirements gathering.

Some requirements, such as - Publish Research data which is Findable, Accessible, Interoperable and Reusable - clearly refer to data and we would like to ensure that training resources are also covered - for example by saying: Publish Research data and training resources which is Findable, Accessible, Interoperable and Reusable.

This generic rule - Release notes and sufficient documentation are available - could be rephrased to be more training specific, for example: Training resources are documented for reuse i.e. not just slides, and are up-to-date

While promoting openness, Rules of Participation should also cover commercial training offerings and favour the costs that are really only recoverable costs of provision, not massively lucrative / expensive courses

The EOSC Future Roadmap

This activity will co-create a checklist for quality assurance of training materials, such as materials review policies, prerequisites, continuous improvement based on feedback, responsibilities, etc. It will be available at the public wiki page: as a living document for community feedback.

We would also like to contribute to the resource category tree document for the (new) EOSC users roles descriptions (based on the categories coming from the EOSC Enhance) and include training materials as a new category. The EOSC Marketplace catalogue ( could be expanded in the Future of the Marketplace and discussions with the WP3 will take place. The plan is to add some description to each (current) supercategory/category/subcategory to make the Marketplace more user friendly. For now, such information is available only for categories: 

Priority action: select a few subcategories from the Education & Training category and define the metadata for those, e.g. online courses, etc., based on the Training Roadmap and D9.1 EOSC Training Catalogue and Learning Platform Specification.

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