#  Executive Summary

This document, D9.2 Open Data Management Plan (ODMP) main objetive is to
collect, analyse and share open motor design, characterization and testing
data and experience to validate and de-risk future industrial innovations.
This objective has been addresed in this document and there have been no
deviations in content or time from the deliverable objectives set out in the
ReFreeDrive Grant Agreement. The data gathering and management will be a
continuous action throughout the duration of the project.

The Consortium strongly believes in the concepts of open science, and in the
benefits that the European innovation ecosystem and economy can draw from
allowing the reuse of data at a larger scale. Besides, the share and reuse of
research data to the electric machine design research community will eliminate
barriers and enforece an innovation culture.

The purpose of the ODMP is to provide an analysis of the main elements of the
data management policy that will be used by the Consortium with regard to the
project open research data.

The ODMP covers the complete research data life cycle. It describes the types
of research data that will be generated or collected during the project, how
the research data will be preserved and what parts of the datasets will be
shared for verification or reuse.

Research data linked to exploitable results will not be put into the open
domain if they compromise its commercialisation prospects or have inadequate
protection, which is a H2020 obligation. The rest of research data will be
deposited in an open access repository.

The ODMP is not a fixed document; on the contrary it will evolve during the
lifespan of the project. This first version of the ODMP includes an overview
of the datasets to be produced by the project, and the specific conditions
that are attached to them. The next versions of the ODMP will get into more
detail and describe the practical data management procedures implemented by
the ReFreeDrive project.

The expected types of research data that will be collected or generated along
the project will be discussed following the project work package structure.

#  1 Introduction

Open access is defined as the practice of providing on-line access to
scientific information that is free of charge to the reader and that is
reusable. In the context of research and innovation, scientific information
can refer to peer-reviewed scientific research articles or research data.

Research data refers to information, in particular facts or numbers, collected
to be examined and considered and as a basis for reasoning, discussion, or
calculation. In a research context, examples of data include statistics,
results of experiments, measurements, observations resulting from fieldwork,
survey results, interview recordings and images. The focus is on research data
that is available in digital form.

Nevertheless, data sharing in the open domain can be restricted as a
legitimate reason to protect results that can reasonably be expected to be
commercially or industrially exploited. Strategies to limit such restrictions
will include anonymising or aggregating data, agreeing on a limited embargo
period or publishing selected datasets. It must be duly noted that the
automotive industry is highly competitive and ReFreeDrive project aims at
providing its industrial partners with added value innovation, which would not
be such if made public.

##  _1.1 Purpose_

The purpose of the ODMP is to provide an analysis of the main elements of the
data management policy that will be used by the Consortium with regard to the
project research data.

The ODMP covers the complete research data life cycle. It describes the types
of research data that will be generated or collected during the project, the
standards that will be used, how the research data will be preserved and what
parts of the datasets will be shared for verification or reuse. Figure 1 shows
the research data life cycle, taken from [1], which has been used as guideline
for this deliverable.

The ODMP is not a fixed document, but will evolve during the lifespan of the
project, particularly whenever significant changes arise such as dataset
updates or changes in Consortium policies.

This document is the first version of the ODMP, delivered in Month 6 of the
project. It includes an overview of the datasets to be produced by the
project. The ODMP will be updated in month 18 if needed and again at the end
of the project.

This document has been produced following the EC guidelines for project
participating in this pilot and additional consideration described in ANNEX I:
KEY PRINCIPLES FOR OPEN ACCESS TO RESEARCH DATA.

**Figure 1. Reserach Data Life Cycle**

##  _1.2 Research data types_

For this first release of ODMP, the data types that will be produced during
the project are focused on the Description of the Action (DoA) and on the
results obtained in the first months of the project.

According to such consideration, Table 1 reports a list of indicative types of
research data that each of the ReFreeDrive work packages will produce. This
list may be adapted with the addition or removal of datasets in the next
versions of the ODMP to take into consideration the project developments. A
detailed description of each dataset is given in the following sections of
this document.

**Table 1. Work pacakges and expected datasets of the ReFreeDrive project**  
  
<table>  
<tr>  
<th>

**#**

</th>  
<th>

**Work Package**

</th>  
<th>

**Lead Partner**

</th>  
<th>

**Expected Datasets**

</th> </tr>  
<tr>  
<td>

**1**

</td>  
<td>

Project Management

</td>  
<td>

CIDAUT

</td>  
<td>

None

</td> </tr>  
<tr>  
<td>

**2**

</td>  
<td>

Boundary Conditions

</td>  
<td>

PRIVÉ

</td>  
<td>

KPIs, driving cycles and boundary conditions values

</td> </tr>  
<tr>  
<td>

**3**

</td>  
<td>

Induction Machine Design

</td>  
<td>

MDL

</td>  
<td>

Design Simulation results

</td> </tr>  
<tr>  
<td>

**4**

</td>  
<td>

Synchronous Reluctance

Machine Design

</td>  
<td>

IFPEN

</td>  
<td>

Design Simulation results

</td> </tr>  
<tr>  
<td>

**5**

</td>  
<td>

e-Drive Design

</td>  
<td>

PRIVÉ

</td>  
<td>

Control Simulation results

</td> </tr>  
<tr>  
<td>

**6**

</td>  
<td>

Prototype Manufacturing

</td>  
<td>

UAQ

</td>  
<td>

Prototype Pictures

</td> </tr>  
<tr>  
<td>

**7**

</td>  
<td>

Powertrain Testing, Vehicle integration and Validation

</td>  
<td>

CIDAUT

</td>  
<td>

Test Results

</td> </tr>  
<tr>  
<td>

**8**

</td>  
<td>

Techno Economic Evaluation and Exploitation

</td>  
<td>

JLR

</td>  
<td>

Environmental assessment (LCA results)

</td> </tr>  
<tr>  
<td>

**9**

</td>  
<td>

Dissemination Communication

</td>  
<td>

and

</td>  
<td>

UAQ

</td>  
<td>

None

</td> </tr> </table>

Specific datasets may be associated to scientific publications (i.e.
underlying data), public project reports and other raw data or curated data
not directly attributable to a publication. The policy for open access are
summarised in the following Figure 2.

**Figure**

**2**

**. ReFreeDrive timing of different options**

ReFreeDrive

Results

Research

Data

Exploitable?

Deposit Data

Linked to Publication?

Gold Open

Access

Green Open

Access

YES

NO

YES

NO

≤ Project

End

≤ Publication Date

\+

6 Months

=

Publication Date

Research data linked to exploitable results will not be put into the open
domain if they compromise its commercialization prospects or have inadequate
protection, which is a H2020 obligation. The rest of research data will be
deposited in an open access repository.

When the research data is linked to a scientific publication, the provisions
outlined in the Grant and Consortium agreements will be followed. Research
data needed to validate the results presented in the publication should be
deposited at the same time for “Gold” Open Access  1  or before the end of the
embargo period for “Green” Open Access  2  . Underlying research data will
consist of selected parts of the general datasets generated, and for which the
decision of making that part public has been made.

Other datasets will be related to any public report or be useful for the
research community. They will be selected parts of the general datasets
generated or full datasets and be published as soon as possible.

##  _1.3 Responsibilities_

Each ReFreeDrive partner has to respect the policies set out in this ODMP.
Datasets have to be created, managed and stored appropriately and in line with
applicable legislation.

The Project Coordinator has a particular responsibility to ensure that data
shared through the ReFreeDrive website are easily available, but also that
backups are performed and that proprietary data are secured. CIDAUT, will
ensure dataset integrity and compatibility for its use during the project
lifetime by different partners.

Validation and registration of datasets and metadata will be done by CIDAUT in
close collaboration with the Work Package Leader generating the respective
datasets. Metadata constitutes an underlying definition or description of the
datasets, and facilitate finding and working with particular instances of
data.

Backing up data for sharing through open access repositories will be done by
CIDAUT.

Quality control of these data is the responsibility of the relevant WP leader,
supported by the Project Coordinator.

If datasets are updated, the partner that possesses the data has the
responsibility to manage the different versions and to make sure that the
latest version is available in the case of publically available data. WP1 will
provide naming and version conventions.

Last but not least, all partners must consult the concerned partner(s) before
publishing data in the open domain that can be associated to an exploitable
result, as outlined in the Grant and Consortium Agreements of this project.

#  2 Data Sharing

Relevant datasets will be stored in ZENODO [2] , which is the open access
repository of the Open Access Infrastructure for Research in Europe, OpenAIRE
[3]. ZENODO builds and operates a simple and innovative service that enables
researchers, scientists, EU projects and institutions to share and showcase
multidisciplinary research results (data and publications) that are not part
of the existing institutional or subject-based repositories of the research
communities. ZENODO enables researchers, scientists, EU projects and
institutions to: easily share the long tail of small research results in a
wide variety of formats including text, spreadsheets, audio, video, and images
across all fields of science. display their research results and get credited
by making the research results citable and integrate them into existing
reporting lines to funding agencies like the European Commission. easily
access and reuse shared research results.

Data access policy will be unrestricted since no confidentiality or
Intellectual Property Rights (IPR) issues are expected regarding the
environmental monitoring datasets. All collected datasets will be disseminated
without an embargo period unless linked to a green open access publication.
Data objects will be deposited in ZENODO under:

  * Open access to data files and metadata and data files provided over standard protocols such as HTTP and Open Archive Initiative-Protocol for Metadata Harvesting (OAI-PMH). 

  

  * Use and reuse of data permitted. 

  

  * Privacy of its users protected. 

  

##  _2.1 Findable, Accessible, Interoperable, Reusable (FAIR) Principles_

FAIR Principles definition as referenced from FAIR principles description [4].

**2.1.1 To be Findable:**

  * **F1** : (meta)data are assigned a globally unique and persistent identifier o A Digital Object Identified (DOI) is issued to every published record on Zenodo. 

  

  * **F2** : data are described with rich metadata (defined by Reusable R1 principle below) o Zenodo's metadata is compliant with  DataCite's Metadata Schema  minimum and recommended terms, with a few additional enrichements. The DataCite Metadata Schema is a list of core metadata properties chosen for an accurate and consistent identification of a resource for citation and retrieval purposes, along with recommended use instructions. 

  

  * **F3** : metadata clearly and explicitly include the identifier of the data it describes o The DOI is a top-level and a mandatory field in the metadata of each record. 

  

  * **F4** : (meta)data are registered or indexed in a searchable resource o Metadata of each record is indexed and searchable directly in Zenodo's search engine immediately after publishing. o Metadata of each record is sent to DataCite servers during DOI registration and indexed there. 

  

**2.1.2 To be Accessible:**

  * **A1** : (meta)data are retrievable by their identifier using a standardized communications protocol o Metadata for individual records as well as record collections are harvestable using the OAI-PMH protocol by the record identifier and the collection name. o Metadata is also retrievable through the public Representational state transfer (REST) Application Programming Interface (API) API. 

  

  * **A1.1** : the protocol is open, free, and universally implementable o See point A1. OAI-PMH and REST are open, free and univesal protocols for information retrieval on the web. 

  

  * **A1.2** : the protocol allows for an authentication and authorization procedure, where necessary o Metadata are publicly accessible and licensed under public domain. No authorization is ever necessary to retrieve it. 

  

  * **A2** : metadata are accessible, even when the data are no longer available o Data and metadta will be retained for the lifetime of the repository. This is currently the lifetime of the host laboratory CERN, which currently has an experimental programme defined for the next 20 years at least. 

    * Metadata are stored in high-availability database servers at CERN, which are separate to the data itself. 

  

  

**2.1.3 To be Interoperable:**

  * **I1** : (meta)data use a formal, accessible, shared, and broadly applicable language for knowledge representation. o Zenodo uses JavaScript Object Notation (JSON) Schema as internal representation of metadata and offers export to other popular formats such as Dublin Core or MARCXML. The Dublin Core Schema is a small set of vocabulary terms that can be used to describe digital resources (video, images, web pages, etc.), as well as physical resources such as books or CDs, and objects like artworks. The full set of Dublin Core metadata terms can be found on the Dublin Core Metadata Initiative website. MARCXML is an XML schema based on the common MARC21 standards. MARCXML was developed by the Library of Congress and adopted by it and others as a means of facilitating the sharing of, and networked access to, bibliographic information. Being easy to parse by various systems allows it to be used as an aggregation format, as it is in software packages. 

  

  * **I2** : (meta)data use vocabularies that follow FAIR principles o For certain terms Zenodo refers to open, external vocabularies, e.g.: license (Open Definition), funders (FundRef) and grants (OpenAIRE). 

  

  * **I3** : (meta)data include qualified references to other (meta)data o Each referrenced external piece of metadata is qualified by a resolvable URL. 

  

**2.1.4 To be Reusable:**

  * **R1** : (meta)data are richly described with a plurality of accurate and relevant attributes o Each record contains a minimum of DataCite's mandatory terms, with optionally additional DataCite recommended terms and Zenodo's enrichments. 

  

  * **R1.1** : (meta)data are released with a clear and accessible data usage license o License is one of the mandatory terms in Zenodo's metadata, and is referring to a Open Definition license. 

    * Data downloaded by the users is subject to the license specified in the metadata by the uploader. 

  

  

  * **R1.2** : (meta)data are associated with detailed provenance o All data and metadata uploaded is tracable to a registered Zenodo user. 

    * Metadata can optionally describe the original authors of the published work. 

  

  

  * **R1.3** : (meta)data meet domain-relevant community standards o Zenodo is not a domain-specific repository, yet through compliance with DataCite's Metadata Schema, metadata meets one of the broadest cross-domain standards available. 

  

##  _2.2 Archiving and Preservation_

Zenodo is hosted by CERN which has existed since 1954 and currently has an
experimental programme defined for the next 20+ years. CERN is a memory
institution for High Energy Physics and renowned for its pioneering work in
Open Access. Organisationally Zenodo is embedded in the IT Department,
Collaboration Devices and Applications Group, Digital Repositories Section
(IT-CDADR).

Zenodo is offered by CERN as part of its mission to make available the results
of its work (CERN Convention, Article II, §1 [5]).

Data files and metadata are backed up nightly and replicated into multiple
copies in the online system.

**2.2.1 Data storage**

All files uploaded to Zenodo are stored in CERN’s  EOS service  3  in an 18
petabytes disk cluster. Each file copy has two replicas located on different
disk servers.

For each file Zenodo stores two independent MD5  4  checksums. One checksum is
stored by Invenio  5  [6], and used to detect changes to files made from
outside of Invenio. The other checksum is stored by EOS, and used for
automatic detection and recovery of file corruption on disks.

Zenodo may, depending on access patterns in the future, move the archival
and/or the online copy to The CERN Advanced STORage manager (CASTOR) [7] in
order to minimize long-term storage costs.

EOS is the primary low latency storage infrastructure for physics data from
the Large Hadron Collider  6  (LHC) [  8  ] and CERN currently operates
multiple instances totalling 150+ petabytes of data with expected growth rates
of 30-50 petabytes per year. CERN’s CASTOR system currently manages 100+
petabytes of LHC data which are regularly checked for data corruption.

Invenio provides an object store like file management layer on top of EOS
which is in charge of e.g. version changes to files.

#  3 Datasets Description

The Table 2 refers to each of the datasets that will be produced during the
project, their description and importance to the project.

**Table 2. Datasets generated by the ReFreeDrive Project**  
  
<table>  
<tr>  
<th>

**Who (WPs**

**generating the dataset)**

</th>  
<th>

**What (Dataset description)**

</th>  
<th>

**Why (Importance of this dataset)**

</th>  
<th>

**How (use of this dataset in the project)**

</th> </tr>  
<tr>  
<td>

WP2

</td>  
<td>

KPIs: Project targets at vehicle levels

</td>  
<td>

These figures set the design space for the project

electric motors

</td>  
<td>

These values will drive the different designs

</td> </tr>  
<tr>  
<td>

WP2

</td>  
<td>

Full Subsystems

Technical specifications

</td>  
<td>

Assigned boundary conditions at the subsystem level

</td>  
<td>

These values will drive the different designs and lead the in vehicle
integration activities

</td> </tr>  
<tr>  
<td>

WP3

</td>  
<td>

Simulation Results: Electromagnetic, mechanical,

thermal, Noise

Vibration,

Harshness (NVH)

</td>  
<td>

Induction Machine design expected result will help comparisons with other
technologies

</td>  
<td>

This dataset will be the basis for at least one scientific publication.

</td> </tr>  
<tr>  
<td>

WP4

</td>  
<td>

Simulation Results: Electromagnetic, mechanical, thermal, NVH

</td>  
<td>

Synchronous Reluctance design expected results will help comparisons with

other technologies

</td>  
<td>

This dataset will be the basis for at least one scientific publication.

</td> </tr>  
<tr>  
<td>

WP3 & WP4

</td>  
<td>

Material characterization values

</td>  
<td>

Grain oriented and non grain oriented materials magnetic and mechanical
performance will help other designers reuse this knowledge

</td>  
<td>

This information will be used for design purposes. This dataset will be the
basis for at least one scientific publication.

</td> </tr>  
<tr>  
<td>

WP5

</td>  
<td>

Control algorithm design results

</td>  
<td>

Implementation of control strategies or innovation in control strategies

</td>  
<td>

This dataset will be the basis for at least one scientific publication. It
will drive the power electronic configuration.

</td> </tr>  
<tr>  
<td>

WP6

</td>  
<td>

Prototype

Manufacuring

Pictures

</td>  
<td>

Comparison with other technologies, technology demonstration feasibility

</td>  
<td>

The project will use these pictures for communication purposes

</td> </tr>  
<tr>  
<td>

WP7

</td>  
<td>

Motor Test Results: test results for the integrated e-Drive

</td>  
<td>

These data will enable a comparison with other technologies and help designers
set ambitious

targets in future designs

</td>  
<td>

This dataset will be the basis for at least one scientific publication.

The project will use these data for the techno economic evaluation and
exploitation strategies

</td> </tr>  
<tr>  
<td>

WP7

</td>  
<td>

Powertrain test results: results in the powertrain test

</td>  
<td>

These data will enable a comparison with other technologies and help

</td>  
<td>

This dataset will be the basis for at least one scientific

</td> </tr>  
<tr>  
<td>

</td>  
<td>

bench

</td>  
<td>

designers set ambitious

targets in future designs

</td>  
<td>

publication.

The project will use these data for the techno economic evaluation and
exploitation strategies

</td> </tr>  
<tr>  
<td>

WP7

</td>  
<td>

Vehicle driving test results

</td>  
<td>

These data will enable a comparison with other technologies at the vehicle
level

</td>  
<td>

This dataset will be the basis for at least one scientific publication.

The project will use these data for the techno economic evaluation and
exploitation strategies

</td> </tr>  
<tr>  
<td>

WP7

</td>  
<td>

Vehicle integration pictures

</td>  
<td>

Technology demonstration

feasibility

</td>  
<td>

The project will use these pictures for communication purposes

</td> </tr>  
<tr>  
<td>

WP8

</td>  
<td>

Life Cycle Analysis

(LCA) results:

environmental

assessment and comparatives of the studied technologies

</td>  
<td>

LCA data are used throughout the electric vehicle market for marketing,
communication, and new designs comparative evaluations.

</td>  
<td>

LCA will be key to demonstrate the rare earth free environmental advantages
poised by the ReFreeDrive technologies

</td> </tr> </table>