SGCI - Science Gateways Bootcamp: Strategies for Developing, Operating and Sustaining Science Gateways

Sandra Gesing
Sandra GesingScientific Outreach and DEI Lead at Discovery Partner Institute, University of Illinois Chicago
Award Number
ACI-1547611
Sandra Gesing, Michael Zentner, Juliana Casavan, Betsy Hillery,
Mihaela Vorvoreanu, Randy Heiland, Suresh Marru, Marlon
Pierce, Nayiri Mullinix, Nancy Maron
sandra.gesing@nd.edu
16 October 2017
IWSG-A, Brisbane, Australia
Science Gateways Bootcamp:
Strategies for Developing,
Operating and Sustaining
Science Gateways
Science Gateways Survey 2014
2
What services
would be helpful?•  sent out to 29,000 persons
•  4,957 responses from
across domains
•  52% from life, physical or
mathematical sciences
•  32% from computer and
information sciences or
engineering
•  45% develop data collections
•  44% develop data analysis
tools
Proposed Service % Interest
Evaluation, impact analysis, website analytics 72%
Adapting technologies 67%
Web/visual/graphic design 67%
Choosing technologies 66%
Usability Services 66%
Visualization 65%
Developing open-source software 64%
Support for education 64%
Community engagement mechanisms 62%
Keeping your project running 62%
Legal perspectives 61%
Managing data 60%
Computational resources 59%
Mobile technology 59%
Database structure, optimization, and query
expertise
59%
Data mining and analysis 58%
Cybersecurity consultation 57%
Website construction 57%
Software engineering process consultation 53%
Source code review and/or audit 51%
High-bandwidth networks 45%
Scientific instruments or data streams 44%
Management aspects of a project 38%
Science Gateways Survey 2014
3
Well-designed gateways require a variety of
expertise
34% 36%
20%
17%
31%
26%
42%
16%
30%
18%
45% 44%
14% 15%
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
50%
Usability
Consultant
Graphic
Designer
Community
Liaison/
Evangelist
Project
Manager
Professional
Software
Developer
Security
Expert
Quality
Assurance
and	Testing
Expert
Wished	we	had	this
Yes,	we	had	this
Challenges
•  Some topics and roles are
only needed for part of the
project
⇒ Not fully funded positions
via one project
⇒ For diverse expertise,
several different people
are needed
4
Typical Lifecycle of a Science Gateway
5
Early
adopters
Publicity
Wider
adoption
Funding
ends
Scientists
disillusioned
New
project
prototype
Science Gateways Community Institute
6
•  Diverse expertise on
demand
•  Longer term support
engagements
•  Software and visibility
for gateways
•  Information exchange in
a community
environment
•  Student opportunities
and more stable
career pathshelp@sciencegateways.org
http://sciencegateways.org/
Science Gateways Community Institute
7
•  Diverse expertise on
demand
•  Longer term support
engagements
•  Software and visibility
for gateways
•  Information exchange in
a community
environment
•  Student opportunities
and more stable
career pathshelp@sciencegateways.org
http://sciencegateways.org/
Incubator Service
8
Technology
Planning
•  Choosing technologies
•  Cybersecurity
•  Software engineering
•  Interfaces to compute and
data
•  Business model development
•  Financial planning
•  Project management
•  Software licensing
•  Staff and sustainability
planning
Business Planning
Specialized Expertise
Security
• Center for Trustworthy Scientific
Cyberinfrastructure
Sustainability
• Nancy Maron, creator of the ITHAKA
S+R course on Sustaining Digital
Resources
Evaluation & Impact Measurement
• Ann Zimmerman Consulting
Campus Resource Development
Client Interaction
Planning
•  Usability studies
•  Web/visual/graphic design
•  Impact measurement
•  Community engagement
•  Support for education
Common Experiences
•  Training sessions
•  Group interactions
Continuing Engagement
•  Customized structure, content, goals
•  Mentoring
•  Pay It Forward
A Framework for Decision Making
Network / Cohort Formation
An Ongoing
Dispassionate Ear
Bootcamp at a
Glance
9
•  5 full days
•  Teams on science
gateways
•  Knowledge
dissemination
•  Interactivity
•  Community formation
•  Putting away the
normal daily routine
•  Homework
COURSE PLAN
Introductions
Course Outline
and Goals
The “Napkin”
Drawing
Defining Your
Value
Proposition
10
Your Audience(s)
and Stakeholders
Mapping the
landscape
Going beyond
your initial
market
Technology,
Open Source
User Centered
Design
Goal Setting
Budgeting
Cybersecurity
On-Campus
Support
Funding
Models
Marketing &
Outreach
Outreach
Your
Sustainability
Model – Making
Your Case
Impact
Measurement
Case Study
Next Steps
Closing
MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY
Bootcamps
11
•  twice per year
•  additional ones can be booked (travel expenses
for presenters)
•  adapted to feedback
Bootcamp 1 Bootcamp 2
Feedback to the Bootcamps
12
Bootcamp 1 Bootcamp 2
Feedback to the Bootcamps
13
Bootcamp 1 Bootcamp 2
Feedback to the Bootcamps
14
"The Science Gateways Bootcamp
is useful to people involved at any
stage of their science gateway
project, and in any role. Their
experts have you consider all
aspects of sustainability, from
understanding your unique value
proposition and audience, through
to best practices and standards in
software development. They
cultivate a lively, active, hands-on
environment. A great experience
overall.”
Steve Androulakis
Manager — Community Platforms,
NeCTAR.org.au, ANDS.org.au, RDS.org.au
(now at Amazon)
"The SGCI Bootcamp has fundamentally
altered, in a constructive way, my view
toward developing and implementing the
projects on which I work. The work during
the week helped me to generate a new
approach to the gateway on which I'm
working that has much greater potential to
be successful, and I intend to apply the
ideas and concepts from the Bootcamp to
all project phases, from idea to
implementation.”
Christopher Lenhardt
Domain Scientist for Environmental Data Science &
Systems, RENCI Data Observatory
Risk Analytics Discovery Environment (RADE) gateway
https://sciencegateways.org/-/reflections-from-the-inaugural-science-gateways-bootcamp-in-april-2017
International Collaboration
15
•  Hire consultants
•  Partner with us
•  Apply to the bootcamp
•  Bring the bootcamp to you!
(Travel expenses for
8 instructors is more
cost efficient than
sending 20 researchers)
Thanks for your attention!
help@sciencegateways.org
http://sciencegateways.org/
16
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SGCI - Science Gateways Bootcamp: Strategies for Developing, Operating and Sustaining Science Gateways

  • 1. Award Number ACI-1547611 Sandra Gesing, Michael Zentner, Juliana Casavan, Betsy Hillery, Mihaela Vorvoreanu, Randy Heiland, Suresh Marru, Marlon Pierce, Nayiri Mullinix, Nancy Maron sandra.gesing@nd.edu 16 October 2017 IWSG-A, Brisbane, Australia Science Gateways Bootcamp: Strategies for Developing, Operating and Sustaining Science Gateways
  • 2. Science Gateways Survey 2014 2 What services would be helpful?•  sent out to 29,000 persons •  4,957 responses from across domains •  52% from life, physical or mathematical sciences •  32% from computer and information sciences or engineering •  45% develop data collections •  44% develop data analysis tools Proposed Service % Interest Evaluation, impact analysis, website analytics 72% Adapting technologies 67% Web/visual/graphic design 67% Choosing technologies 66% Usability Services 66% Visualization 65% Developing open-source software 64% Support for education 64% Community engagement mechanisms 62% Keeping your project running 62% Legal perspectives 61% Managing data 60% Computational resources 59% Mobile technology 59% Database structure, optimization, and query expertise 59% Data mining and analysis 58% Cybersecurity consultation 57% Website construction 57% Software engineering process consultation 53% Source code review and/or audit 51% High-bandwidth networks 45% Scientific instruments or data streams 44% Management aspects of a project 38%
  • 3. Science Gateways Survey 2014 3 Well-designed gateways require a variety of expertise 34% 36% 20% 17% 31% 26% 42% 16% 30% 18% 45% 44% 14% 15% 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50% Usability Consultant Graphic Designer Community Liaison/ Evangelist Project Manager Professional Software Developer Security Expert Quality Assurance and Testing Expert Wished we had this Yes, we had this
  • 4. Challenges •  Some topics and roles are only needed for part of the project ⇒ Not fully funded positions via one project ⇒ For diverse expertise, several different people are needed 4
  • 5. Typical Lifecycle of a Science Gateway 5 Early adopters Publicity Wider adoption Funding ends Scientists disillusioned New project prototype
  • 6. Science Gateways Community Institute 6 •  Diverse expertise on demand •  Longer term support engagements •  Software and visibility for gateways •  Information exchange in a community environment •  Student opportunities and more stable career pathshelp@sciencegateways.org http://sciencegateways.org/
  • 7. Science Gateways Community Institute 7 •  Diverse expertise on demand •  Longer term support engagements •  Software and visibility for gateways •  Information exchange in a community environment •  Student opportunities and more stable career pathshelp@sciencegateways.org http://sciencegateways.org/
  • 8. Incubator Service 8 Technology Planning •  Choosing technologies •  Cybersecurity •  Software engineering •  Interfaces to compute and data •  Business model development •  Financial planning •  Project management •  Software licensing •  Staff and sustainability planning Business Planning Specialized Expertise Security • Center for Trustworthy Scientific Cyberinfrastructure Sustainability • Nancy Maron, creator of the ITHAKA S+R course on Sustaining Digital Resources Evaluation & Impact Measurement • Ann Zimmerman Consulting Campus Resource Development Client Interaction Planning •  Usability studies •  Web/visual/graphic design •  Impact measurement •  Community engagement •  Support for education Common Experiences •  Training sessions •  Group interactions Continuing Engagement •  Customized structure, content, goals •  Mentoring •  Pay It Forward A Framework for Decision Making Network / Cohort Formation An Ongoing Dispassionate Ear
  • 9. Bootcamp at a Glance 9 •  5 full days •  Teams on science gateways •  Knowledge dissemination •  Interactivity •  Community formation •  Putting away the normal daily routine •  Homework
  • 10. COURSE PLAN Introductions Course Outline and Goals The “Napkin” Drawing Defining Your Value Proposition 10 Your Audience(s) and Stakeholders Mapping the landscape Going beyond your initial market Technology, Open Source User Centered Design Goal Setting Budgeting Cybersecurity On-Campus Support Funding Models Marketing & Outreach Outreach Your Sustainability Model – Making Your Case Impact Measurement Case Study Next Steps Closing MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY
  • 11. Bootcamps 11 •  twice per year •  additional ones can be booked (travel expenses for presenters) •  adapted to feedback Bootcamp 1 Bootcamp 2
  • 12. Feedback to the Bootcamps 12 Bootcamp 1 Bootcamp 2
  • 13. Feedback to the Bootcamps 13 Bootcamp 1 Bootcamp 2
  • 14. Feedback to the Bootcamps 14 "The Science Gateways Bootcamp is useful to people involved at any stage of their science gateway project, and in any role. Their experts have you consider all aspects of sustainability, from understanding your unique value proposition and audience, through to best practices and standards in software development. They cultivate a lively, active, hands-on environment. A great experience overall.” Steve Androulakis Manager — Community Platforms, NeCTAR.org.au, ANDS.org.au, RDS.org.au (now at Amazon) "The SGCI Bootcamp has fundamentally altered, in a constructive way, my view toward developing and implementing the projects on which I work. The work during the week helped me to generate a new approach to the gateway on which I'm working that has much greater potential to be successful, and I intend to apply the ideas and concepts from the Bootcamp to all project phases, from idea to implementation.” Christopher Lenhardt Domain Scientist for Environmental Data Science & Systems, RENCI Data Observatory Risk Analytics Discovery Environment (RADE) gateway https://sciencegateways.org/-/reflections-from-the-inaugural-science-gateways-bootcamp-in-april-2017
  • 15. International Collaboration 15 •  Hire consultants •  Partner with us •  Apply to the bootcamp •  Bring the bootcamp to you! (Travel expenses for 8 instructors is more cost efficient than sending 20 researchers)
  • 16. Thanks for your attention! help@sciencegateways.org http://sciencegateways.org/ 16