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SGCI - Science Gateways - Technology-Enhanced Research Under Consideration of Usability and Sustainability

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Science gateways - also called virtual research environments or virtual labs - allow science and engineering communities to access shared data, software, computing services, instruments, and other resources specific to their disciplines and use them also in teaching environments. In the last decade mature complete science gateway frameworks have evolved such as HUBzero and Galaxy as well as Agave and Apache Airavata. Successful implementations have been adapted for several science gateways, for example, the technologies behind the science gateways CIPRES, which is used by over 20.000 users to date and serves the community in the area of large phylogenetic trees. Lessons learned from the last decade include that approaches should be technology agnostic, use standard web technologies or deliver a complete solution. Independent of the technology, the major driver for science gateways are the user communities and user engagement is key for successful science gateways. The US Science Gateways Community Institute (SGCI), opened in August 2016, provides free resources, services, experts, and ideas for creating and sustaining science gateways. It offers five areas of services to the science gateway developer and user communities: the Incubator, Extended Developer Support, the Scientific Software Collaborative, Community Engagement and Exchange, and Workforce Development. The talk will give an introduction to science gateways, examples for science gateways and an overview on the services offered by the SGCI to serve user communities and developers for creating successful science gateways.

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SGCI - Science Gateways - Technology-Enhanced Research Under Consideration of Usability and Sustainability

  1. 1. Award Number ACI-1547611 Sandra Gesing Center for Research Computing, University of Notre Dame sandra.gesing@nd.edu University of Hawai’i January 9, 2018 Science Gateways - Technology-Enhanced Research Under Consideration of Usability and Sustainability
  2. 2. 2 • In the middle of nowhere of northern Indiana (1.5 h from Chicago) • 4 undergraduate colleges • ~35 research institutes and centers • ~12,000 students University of Notre Dame
  3. 3. University of Notre Dame
  4. 4. Center for Research Computing • Software development and profiling • Cyberinfrastructure/science gateway development • Computational Scientist support • Collaborative research/ grant development • System administration/ prototype architectures • Computational resources: 25,000 cores+ • Storage resources: 3 PB • National resources (e.g., XSEDE) • ~40 researchers, research programmers, HPC specialists CRC and OIT building http://crc.nd.edu CRC HPC Center (old Union Station)
  5. 5. Technology-Enhanced Research 5 •  Increased complexity of •  today’s research questions •  hardware and software •  skills required •  Greater need for openness and reproducibility •  Science increasingly driving policy questions •  Opportunity to integrate research with teaching •  Better workforce preparation We need end-to-end solutions that provide broad access to advanced resources and allow all to tackle today’s challenging science questions è Science Gateways
  6. 6. 6 Data and compute- intensive problems High-speed networks Users generally not IT specialists Tools and workflow engines Web-based agile frameworks Distributed data and computing infrastructures
  7. 7. 7 Data and compute- intensive problems High-speed networksTools and workflow engines Web-based agile frameworks Distributed data and computing infrastructures Users generally not IT specialists Need for science gateways!
  8. 8. 8 Data and compute- intensive problems High-speed networksTools and workflow engines Web-based agile frameworks Distributed data and computing infrastructures Users generally not IT specialists
  9. 9. 9
  10. 10. 10 It’s a Science Gateway It’s a Research Portal It’s a Collaboratory It’s a Cyber- infrastructure It’s a Virtual Research Environment It’s a Virtual Lab
  11. 11. Gateway users are 77% of active XSEDE users in Q4 2016 11 This is largely due to the CIPRES and I-TASSER gateways, but others are gaining All users Gateways XSEDE users Login
  12. 12. CIPRES
  13. 13. CIPRES
  14. 14. CIPRES DEMO
  15. 15. Life Sciences
  16. 16. Microbiome
  17. 17. Microbiome
  18. 18. Microbiome
  19. 19. Microbiome
  20. 20. Microbiome DEMO
  21. 21. Astronomy
  22. 22. Astronomy
  23. 23. Astronomy DEMO
  24. 24. Astronomy
  25. 25. Astronomy
  26. 26. Astronomy
  27. 27. Climate
  28. 28. Climate
  29. 29. Science Gateways Survey 2014 29 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%
  30. 30. Science Gateways Survey 2014 30 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 Well-designed gateways require a variety of expertise
  31. 31. Technologies •  Widely used complete frameworks (Galaxy, HUBzero, Open Science Framework, Globus Data Portal etc.) •  RESTful APIs and support of multiple programming languages in widely used frameworks (Apache Airavata, the Agave platform, etc.) •  Reused interface implementations such as the one of CIPRES with its RESTful API (CIPRES has served more than 25,000 users to date) •  Science gateways as a service with provision of hardware in the background such as SciGap (Science Gateway Platform as a Service) Lessons learned: approaches should be technology agnostic, using APIs and standard web technologies OR deliver a complete solution Community Engagement is key HUBzero instances world wide
  32. 32. Technologies Re-inven'ng is not always necessary..
  33. 33. Technologies ... and users should get more features easily...
  34. 34. Technologies ... but the model should fit to the demands of the community
  35. 35. 35 Reproducibility Carole Goble on Reproducibility (2016)
  36. 36. Re-Usability • Sharing of knowledge and data • Re-Using of „recipes“ and workflows • Re-Usability of soBware “The key to produc/vity is reusability. The easiest way to produce code is obviously to have it already!" (John R. Bourne in “Object-oriented Engineering: Building Engineering Systems Using Smalltalk-80”, 1992)
  37. 37. 37 “After all, usability really just means that making sure that something works well: that a person … can use the thing - whether it's a Web site, a fighter jet, or a revolving door - for its intended purpose without getting hopelessly frustrated.” (Steve Krug in “Don't make me think!: A Common Sense Approach to Web Usability”, 2005) Usability
  38. 38. 38 Sustainable software is software which is: •  Easy to evolve and maintain •  Fulfils its intent over time •  Survives uncertainty •  Supports relevant concerns (Political, Economic, Social, Technical, Legal, Environmental) (Patricia Lago at WSSSPE4) Software Sustainability
  39. 39. Science Gateways Community Institute 39 •  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 paths
  40. 40. Incubator Service 40 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
  41. 41. Bootcamp at a Glance 41 •  5 full days •  Knowledge dissemination •  Interactivity •  Community formation •  Putting away the normal daily routine •  Homework
  42. 42. Incubator Bootcamp – Magic Moments 42 The lightbulb effect, who I can unify community request for support to create a funding request to campus leadership. I'm planning to organize the gateway community on our campus, including humanities, libraries, engineering and science and create a strategic budget request to our campus leadership. For me, it was the realization of our team after the second day that we weren't in a black box of "where do we go from here", but could see a path to making our gateway sustainable in the next 5 years (50% nsf funding) and 10 years (0% nsf funding). I was really impressed by the common challenges faced by such diverse projects. They were diverse in their maturity, goals, and disciplinary contexts and yet we all could learn from each other by addressing the shared challenges.
  43. 43. Extended Developer Support 43 Focus • Front-end development • Gateways using all types of CI • Both sides give 2-month to 1- year commitment • Well-defined engagements with work plans • Technology agnostic Mission • Bring new gateways into existence • Adapt existing gateways to new resources and technologies • Provide “burst” support to help gateways with smaller issues Benefits • Reinforce Incubator lessons • Develop deep understanding of community needs that feed into other Institute areas • Capture and document support efforts for scalability • Hands-on opportunities for student participants Data Instruments Analysis Tools Workflows Sensor s Computation Collaboration Education Airavata AGAVE And more… Galaxy HUBzero Jupyter
  44. 44. Scientific Software Collaborative 44 End-to-End Solutions •  Serve a diverse set of scientific domains •  Out-of-the-box gateway solution that can be customized •  Based on Docker – executable images that are the skeleton for a secure and functioning gateway •  Portable and reproducible •  Community-contributed •  API integration •  Variety of services •  Information •  Security •  Execution •  Data •  Event •  Accounting •  Hosting opportunity “Use-what-you- need” Gateway Discovery •  Open registry •  Promotes use of existing science gateways •  Community-contributed •  Admin approval •  Automated cleanup Software Integration & Community Contribution •  Docking mechanisms for community- contributed software, including NSF SI2 •  Incorporate community standards Engage Other Areas of Institute •  Support projects leverage Collaborative components •  Framework evolves as a result of gateway engagements •  Community outreach Software Marketplace for Science Gateways
  45. 45. Scientific Software Collaborative 45
  46. 46. Gateway Catalog 46
  47. 47. Gateway Catalog 47
  48. 48. Gateway Catalog 48
  49. 49. Gateway Catalog 49
  50. 50. Gateway Catalog 50
  51. 51. Gateway Catalog 51
  52. 52. Gateway Catalog 52
  53. 53. Community Engagement and Exchange 53 Website Activities •  Discussion forums •  Gateway showcase with case studies •  Symposium series •  News: media coverage, related happenings, academic publications, job openings, events calendar •  Curated blog with guest authors, •  Professional development: synchronous and asynchronous training •  Capture client/user feedback on web and through other areas •  Tutorials and workshops •  Paper presentations •  Invited keynotes and panels •  Interactive elements: Open Space, poster session •  Travel support for students and campus IT staff Builds on 10 years of experience with GCE and IWSG series Annual Conference Campus Gateway Groups •  Task force builds campus-based expertise •  Channel for scaling institute services Outreach to Complementary NSF Initiatives •  NSF SI2 projects •  Large NSF projects •  Science and Technology Centers •  Engineering Research Centers •  MolSSI software institute collaboration
  54. 54. Conferences and Workshops •  2006: GCE (Gateway Computing Environment) workshop series started – successful 10th anniversary in 2015 •  2009: IWSG (International Workshop on Science Gateways) workshop series started •  since 2013: GCE partners with IWSG on yearly special issue 10th IWSG will take place 13-15 June in Edinburgh, Scotland (Submissions open!) •  since 2015: GCE and IWSG partnering with Australian IWSG-A (International Workshop on Science Gateways – Australia) on yearly special issue 3rd IWSG-A took place 16-17 October in Brisbane, Australia •  2016: GCE extended to Gateways conference with 140 participants at the first event Gateways 2018 will take place September 25-27 in Austin, Texas ,USA
  55. 55. Workforce Development 55 Providing Financial Support •  Enabling students learning gateway skills •  Including internship experiences Integrating Gateways into Course Content •  Providing broader access to high-end resources Promoting Gateway- Related Career Paths •  Campus opportunities •  Job boards Partners National Organization for the Professional Advancement of Black Chemists and Chemical Engineers (NOBCChE) Association of Computer/ Information Sciences and Engineering Departments at Minority Institutions (ADMI) Molecular Science Software Institute Google Summer of Code (GSoC) Establishing Center for Training and Education at ECSU •  Vigorous schedule of on-site and virtual training •  Development of training and course curricula about science gateways technologies SGCI Institute Areas 4 Focal Areas •  Student- related conference programs
  56. 56. Opportunities 56 •  Get advice (sustainability, usability, cybersecurity, other) on your existing gateway •  Work with SGCI to build a gateway for you •  Find a working gateway or gateway development software in our catalog •  Learn how to set up a gateway group on your campus •  Keep up to date on gateway developments •  webinar series, gateways in the news, google scholar feed, case studies, annual conference, blog posts •  Enroll a student in an internship program to learn gateway development •  Partner with SGCI on your own projects, technologies and events
  57. 57. YOU ARE NOT ALONE! 57 https://sciencegateways.org/ https://sciencegateways.org/engage/bootcamp
  58. 58. Galaxy 58
  59. 59. Galaxy 59
  60. 60. Galaxy 60
  61. 61. Galaxy – Hands-On 61 •  Please create a user at https://usegalaxy.org/ •  Upload the three files fastaDNAexample.fasta, fastaExample.fasta and lambda-virus.fa from goo.gl/TnJT6T to Galaxy •  Look at the history and its details
  62. 62. Galaxy – Hands-On 62 •  Please create a user at https://usegalaxy.org/ •  Upload the three files fastaDNAexample.fasta, fastaExample.fasta and lambda-virus.fa from goo.gl/TnJT6T to Galaxy •  Look at the history and its details
  63. 63. Galaxy – Hands-On 63 •  Convert lambda-virus.fa to FASTQ. You may need more than one tool. Choose the parameters (you don't have a quality column).
  64. 64. Galaxy – Hands-On 64 •  Create a workflow from the steps you needed for converting the files. •  Run the same workflow with fastaDNAexample.fasta. View the details of the last job. •  Select all lines from fastaExample.fasta, which start with > as first character. Which regular expression do you have to use? •  Import the 1000 Genome library in your history. What is the content of the first line of one of the files?
  65. 65. HUBzero Origins 65 https://nanohub.org/
  66. 66. HUBzero Origins 66 •  370+ Simulation Tools •  4700+ Other Resources •  3000+ Online Presentations •  540+ Teaching Materials •  35,000+ Students Reached
  67. 67. HUBzero Today 67 •  Open source platform •  Foundation •  Development •  Hosting services •  60+ Hubs •  1.5 million visitors worldwide hubzero.org
  68. 68. HUBzero Offers 68 •  Content management •  Collaboration •  Publication & Citation •  Project management •  Hub administration •  Best practices •  Tools development platform and workspace •  Tools scalable execution (OpenVZ) •  Distributed workflow management •  Geosearch •  Courses •  Store •  Help & supportTools Online Resources Interactive Collaboration CMSPublishing
  69. 69. HUBzero Gateways 69 CatalyzeCare https://catalyzecare.org An online platform dedicated to the improvement of healthcare services by applying engineering principles in all aspects of service delivery. PURR https://purr.purdue.edu A research collaboration and data management solution for Purdue University researchers and their collaborators. DiaGrid https://diagrid.org A scientific computing gateway for instant access to research tools and a distributed network of HPC, HTC and data resources. nanoHUB https://nanohub.org The largest online nanotechnology facility, hosting online simulation tools and resources for use in education and research. CDMhub https://cdmhub.org Increase the number and use of simulation tools through education and evaluation of existing and emerging simulation tools. NCIPhub https://nciphub.org Community research and collaboration in cancer research and informatics for sharing resources, hosting online communities, and collaboration.
  70. 70. HUBzero – NCIPHub example 70 •  National Cancer Informatics Program (NCIP) •  Collaboratory for cancer research
  71. 71. HUBzero – NCIPHub example 71
  72. 72. HUBzero – NCIPHub example 72
  73. 73. HUBzero – NCIPHub example 73
  74. 74. HUBzero – Demo 74
  75. 75. YOU ARE NOT ALONE! 75 https://sciencegateways.org/ https://sciencegateways.org/engage/bootcamp
  76. 76. Award Number ACI-1547611 Sandra Gesing Center for Research Computing, University of Notre Dame sandra.gesing@nd.edu University of Hawai’i January 10, 2018 Science Gateways - Technology-Enhanced Research Under Consideration of Usability and Sustainability – Part II
  77. 77. Technology-Enhanced Research 2 •  Increased complexity of •  today’s research questions •  hardware and software •  skills required •  Greater need for openness and reproducibility •  Science increasingly driving policy questions •  Opportunity to integrate research with teaching •  Better workforce preparation We need end-to-end solutions that provide broad access to advanced resources and allow all to tackle today’s challenging science questions è Science Gateways
  78. 78. 3 “After all, usability really just means that making sure that something works well: that a person … can use the thing - whether it's a Web site, a fighter jet, or a revolving door - for its intended purpose without getting hopelessly frustrated.” (Steve Krug in “Don't make me think!: A Common Sense Approach to Web Usability”, 2005) Usability
  79. 79. In the past… Interface design was system-centric Users had to adapt to the technology Focus was on training users Design was concerned with: What can we build with such-and-such a platform? How efficient is the code? How can resources be optimized? 4 Most users don’t care about these unless they impact usability and the user experience
  80. 80. System-Centered Design 5 https://xkcd.com/619/ View of the user? The user is just like me!
  81. 81. For Usable Software Need to shift the focus from system-centered design to user-centered design 6
  82. 82. Corollary: if you think you know thy users, think again! 7 KnowThy Users! And you are not thy users… First Rule of User-Centered Design
  83. 83. Usability Learnability: How easy is it for users to accomplish basic tasks the first time they encounter the design? Efficiency: Once users have learned the design, how quickly can they perform tasks? Memorability:When users return to the design after a period of not using it, how easily can they re-establish proficiency? Errors: How many errors do users make, how severe are these errors, and how easily can they recover from the errors? Satisfaction: How pleasant is it to use the design? 8
  84. 84. 9 User-Centered Design Why? Because usability and user experience are predictors of technology adoption.
  85. 85. 10 Usability Test Spend one hour a week on a usability test and the increase of usability is overproportional!
  86. 86. 11 Usability Test Go to http://sciencegateways.org/ Find: •  How can you partner with us? •  How can you apply for developer services? •  How can you sign up for the email list?
  87. 87. Lifecycle of a Science Gateway 12
  88. 88. 13 Sustainable software is software which is: •  Easy to evolve and maintain •  Fulfils its intent over time •  Survives uncertainty •  Supports relevant concerns (Political, Economic, Social, Technical, Legal, Environmental) (Patricia Lago at WSSSPE4) Software Sustainability
  89. 89. What is a Napkin Drawing to You? •Technical design of idea •How will it work? •Is it possible? 14
  90. 90. What is a Napkin Drawing to Your Customer? •Effectively communicate through verbal and visual communication •What it is •What it does •NOT how it works •Articulate the components of your idea that make it distinctively different than what already exists •Avoid technical jargon 15
  91. 91. Napkin Drawing Example - eBird 16 Birder Researcher
  92. 92. Verbal Communication 17 “I have , it does for customer.” Allow the other person to lead the conversation and ask questions. Create Intrigue converseexplanation understanding
  93. 93. Methods for Sharing + Go to market + Milestones + Competitors + Financials 20 Minute Pitch •  Product •  Differentiator 2 Sentence Intro 2 Minute Pitch Story + Customer Problem + Market Size/ Landscape •  Customer Problem •  Market Size/ Landscape
  94. 94. Your Own Napkin
  95. 95. Who CARES About Your Science Gateway? No, really! Who are the people who benefit most from your work?
  96. 96. YOUR AUDIENCE AND KEY STAKEHOLDERS •  Direct beneficiaries •  Indirect beneficiaries Photo credit Alper Çuğun via Flickr.
  97. 97. If you were at risk to disappear… • Would they fight to keep you? • If not, how to get there? • (Are there other alternatives out there that they prefer?)
  98. 98. THE ENVIRONMENT • What other initiatives may be serving a similar purpose? • How do you compare? • More important, how do your beneficiaries think you compare? Photo credit: Stiller Beobachter via Flickr.
  99. 99. YOUR VALUE TO YOUR USERS •  VALUE PROPOSITION •  What is so valuable that people will advocate for it? •  What is so valuable that people will… pay for it? •  What is so valuable that people will donate their time and effort to making it a success? Photo credit: Hans Splinter. Chicken Transport. Via Flickr
  100. 100. GOALS 1. Define primary and secondary audience segments for your Gateway 2. Identify key stakeholders 3. What does each segment value (or need) from you? 4. Pinpoint the open questions that need further research 5. Begin to see connection between audience data and strategies for outreach & impact 25
  101. 101. Strong Value Proposition More users More volunteers → Greater impact → Strong reputation → → Grants → → In-kind support → → Rev generation •  Meet needs •  Something NEW? •  MORE ENJOYABLE? •  BETTER? CHEAPER? FASTER? ROLE OF AUDIENCE IN SUSTAINABILITY
  102. 102. How well do you know your audience?
  103. 103. TYPES OF INFORMATION • Usage stats number of people, visits, downloads • Demographic profile who they are, by profession, age, background, interest • Behavioral what they do on the site, how do they use the service • Attitudes and motivations what value they find in the site/service; why they use it
  104. 104. •  Your audience may be several audiences! •  Different subgroups may •  want different services •  have different mission value for your library/institution •  be reachable through different tactics •  There may be different ways to “segment” your audience depending on the purposes (user needs, business model, etc…) FIRST STEP – WHO ARE THEY?
  105. 105. BE SPECIFIC! Too general •  Researchers Are there differences between… •  Researchers in certain disciplines? •  Researchers at certain levels of seniority? •  At institutions of all sizes? •  Is it also useful for high school instructors? Which ones? At which schools?
  106. 106. WHY DO THESE DISTINCTIONS MATTER? Researchers Breaking it down •  Certain disciplines might have more urgent/intensive need •  Junior (untenured) faculty might engage in this activity more (or less). •  Those at research intensive universities might not need the same support as those in liberal arts colleges •  What else?
  107. 107. Do you have competitors? 32
  108. 108. SURE! Projects compete for... Users’ time and attention Their perception of relative value is more important than “reality”! Scarce resources For not-for-profits, competition takes on an ethical dimension – is your project making the best possible use of philanthropic funding or institutional resources? 33
  109. 109. Who is your competition? 1.  Direct competitors: Alternatives to your project that may include projects similar to your own, aimed at audiences quite similar to yours 2.  Indirect competitors: Projects that offer overlapping benefits to similar audiences. (substitutes) 3.  Or … choosing not to act 34
  110. 110. Market Landscape Map 35 •  Demonstrate where it fits in the existing landscape •  Illustrate the relationships between the existing solutions •  Identify the key forces that drive the marketplace •  Find your product market fit X
  111. 111. GENERATING FUNDS – Do we have to? Depends on what direct costs you must cover today and in the future. May provide some needed flexibility to invest in new programs. Can be a buffer when other sources of funding are less certain
  112. 112. 37 Resources Needed Project Management IT Development Content Creation Event Planning Outreach and Promotion Legal Guidance Financial Guidance Office/Classroom Space
  113. 113. 38 Resources Needed Project Management IT Development Content Creation Event Planning Outreach and Promotion Legal Guidance Financial Guidance Office/Classroom Space From…? Direct Payment In-kind support Volunteer Labor X X X X X X X X
  114. 114. 39 Resources Needed Project Management IT Development Content Creation Event Planning Outreach and Promotion Legal Guidance Financial Guidance Office/Classroom Space From…? Direct Payment In-kind support Volunteer Labor X X X X X X X X $ Strategy to generate revenue Focus on host, partners, stakeholders Drive audience, incentivize volunteers
  115. 115. GENERATING FUNDS – Do we have to? Depends on what direct costs you must cover today and in the future. May provide some needed flexibility to invest in new programs. Can be a buffer when other sources of funding are less certain
  116. 116. 41 Resources Needed Project Management IT Development Content Creation Event Planning Outreach and Promotion Legal Guidance Financial Guidance Office/Classroom Space
  117. 117. 42 Resources Needed Project Management IT Development Content Creation Event Planning Outreach and Promotion Legal Guidance Financial Guidance Office/Classroom Space From…? Direct Payment In-kind support Volunteer Labor X X X X X X X X
  118. 118. 43 Resources Needed Project Management IT Development Content Creation Event Planning Outreach and Promotion Legal Guidance Financial Guidance Office/Classroom Space From…? Direct Payment In-kind support Volunteer Labor X X X X X X X X $ Strategy to generate revenue Focus on host, partners, stakeholders Drive audience, incentivize volunteers
  119. 119. 44 Which sources of value might you be able to leverage? Value Assessment Framework Content? Tools and Services? Audience? Mission?
  120. 120. Bring value as you fulfill a need Communicate and connect with your audience Deliver a service that people can benefit from Exchange ideas Engage with your target audience Build lasting relationships and followers 45
  121. 121. The Four Ps of Marketing Traditionally, there are four marketing mix variables that are associated with a product that have been considered when making decisions regarding marketing activities. 46
  122. 122. Product The entire experience including design, usability, packaging, quality, options. “Products” by Nick Webb is licensed under CC BY 2.0 47
  123. 123. Price Not just the list price, but all the factors associated with a product. “Money” by TaxCredits.net is licensed under CC BY 2.0 48
  124. 124. Promotion Any and all efforts to publicize a product and make the consumer aware of its existence. “Wienermobile!” by Jerry Ferguson is licensed under CC BY 2.0 49
  125. 125. Place All distribution and location aspects of a product. Where the product is placed to get it to the audience. Photo credit: Joanna Mainowska Location: Sibiu, RO http://freestocks.org/photo/blue-tea-cupboard/ 50
  126. 126. How will people know that you exist? 51 WE HAVE AN AWESOME GATEWAY!
  127. 127. nanoHUB.org ●  A place for computational nanotechnology research, education, and collaboration ●  Website hosts a collection of simulation tools for nanoscale phenomena that run in the cloud and are accessible through a web browser ●  Also provides online presentations, nanoHUB-U short courses, animations, teaching materials, etc. 52
  128. 128. nanoHUB.org ●  The goal is to offer resources that help users learn about their simulation tools and about nanotechnology in general. ●  Their website offers researchers a venue to explore, collaborate, and publish content via workspaces, user groups, and projects. 53
  129. 129. nanoHUB.org In their mission, nanoHUB states that “our vision is to grow a diverse community who uses an increasingly rich collection of nanotechnology research and educational resources.” How do they tackle the monstrous task of growing their community and reaching their audiences? 54
  130. 130. How nanoHUB.org reaches their audience 1) They look for relevant events and conferences where more than one nanoHUB user will be attending, and for which the conference sessions match well with nanoHUB resources. ○  Make a presentation (talk or poster) tailor-made for each conference/event ○  Offer a tutorial, workshop, short course ○  Have a table at resource expos/exhibit halls 55
  131. 131. How nanoHUB.org reaches their audience Events are selected based on the audiences that nanoHUB is trying to target. They ask themselves, is this audience: •  an engineering education audience? •  a materials science audience? •  a photonics audience? •  a chemistry audience? •  a K-12 education audience? •  a nanotechnology technician preparation audience? •  etc…. Each audience would use nanoHUB in a different way, so materials must be prepared with that in mind. 56
  132. 132. How nanoHUB.org reaches their audience As nanoHUB thinks about the audience they’ll be presenting to, they ask themselves questions about the audience that will help make decisions on what to present: ●  do they use simulations? ●  do they use simulations in research? ●  do they make their own simulation tools? ●  do they teach? ●  do they teach with simulations? ●  etc... 57
  133. 133. Your first task will be to raise awareness of your gateway. Ask yourself... 1) What topics and sources of information are most important to them? 2) What events matter to them? 3) What problems can I help them solve? 4) What jobs can I help them complete? 5) What makes you different from others and special to your audience? 6) What are the main topics, categories, or messages that support your gateway? 58
  134. 134. Topics Make topics broad enough that running out of content will be impossible. Educational? Statistical? Technical? Procedural? Informational? All of the above? 59
  135. 135. nanoHUB.org Content Strategy nanoHUB is most active on Facebook and Twitter, but they also maintain a Pinterest account and send out monthly newsletters. nanoHUB’s marketing goal is to drive people to their website, so most of the posts they make are about the resources and tools that they have available. 60
  136. 136. nanoHUB.org Content Strategy The team at nanoHUB created a chart to decide how many times a week to talk about each subject, and created a schedule for posts to be made to each of the social media outlets. Each of the posts ties back to their initial marketing goal, which is to drive people to their website. 61
  137. 137. Twitter Each week, nanoHUB tweets four times about the simulation tools that are available on their website for a grand total of 35 tweets per week. The team generated a document that outlines the different ways to write about each of the tools. This way, each one tool has four or five different ways of explaining the same thing. Tip from nanoHUB: It’s ok to repeat tweets! Things can get lost on news feeds pretty quickly. 62
  138. 138. 63
  139. 139. Be Responsive Make an effort to respond to each and every comment and message you receive and try to view every interaction as an opportunity to learn more about your audience. Keep in mind that the community you grow in the beginning stages are often the most supportive advocates of your service. They can help improve your work and can be your biggest enthusiasts. 64
  140. 140. Find your niche Expand your following and community by finding relevant/related Facebook and LinkedIn groups, Twitter chats, Google+ Communities, etc. and participate in them. Getting involved in focused groups related to your niche can provide incredible insight into what’s important to your audience and replaces the real-life version of going to conferences, joining groups on campus, or being on an email list. 65
  141. 141. Ask for Feedback Consider creating posts on occasion that ask your audience what they are interested in. ●  What are their top problems? ●  What are the products and features they wish they had access to? 66
  142. 142. Be Original and Make Content Spreadable Think peanut butter and jelly sandwich spreadable. If topics are varied and interesting, you will reach more people and grow your community significantly through shares, retweets, comments on Quora or Reddit. “40+116 PB&J” is licensed under CC BY 2.0 67
  143. 143. Sustainability via On-Campus Teams •  Great visibility for the institution’s research activities •  Synergy effects between projects •  Shared resources, costs and expertise across departments •  Lower learning curves •  Expertise that is otherwise difficult for individual projects to obtain •  Ability to retain top-quality research computing support by providing interesting projects 68
  144. 144. Opportunities •  A breadth of interesting topics in the science gateway creation process •  Novel frameworks and web applications •  Inter- and multidisciplinary work •  Contributing to grand challenges, e.g., Malaria eradication •  HPC usage… •  A breadth of interesting roles •  HPC programmers, designers, statisticians, librarians, machine learning experts, usability experts,… 69
  145. 145. 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 70
  146. 146. Your Campus 71 Is your campus seeing an increasing number of research projects that include web-based applications using HPC? Does each group have to hire developers independently? This can be time consuming and inefficient, but there is a solution.
  147. 147. YOU ARE NOT ALONE! 72 Even ants wish they had an extra pair of hands when developing science gateways! • • • • • • • • • Is your campus seeing an increasing number of research projects that include web-based applications? Does each group have to hire developers independently? This can be time consuming and inefficient. You are not alone. Contact us to request a free consultation, webi- nar, or on-campus visit to start your path toward sustainable gateway development. Addressing Software Sustainability on Your Campus THEREISASOLUTION Synergy between projects http://sciencegateways.org/campusgroups help@sciencegateways.org We can provide supplemental expertise where you don’t have it. We can provide support for your journey to creating a campus-based group. We can provide ongoing advice based on campuses who have successfully created their own groups. Creating a central pool of expertise on your campus offers many benefits including: NOWISTHERIGHTTIME! INTERESTED?CONTACTUS! Science gateways are online, end-to-end solutions that provide broad access to advanced resources. They provide a community space for science and engineering research and education, allowing all to tackle today's challenging science questions. Gateways are an increasingly common component of funded activities by many agencies. Individual PIs find it challenging to recruit and sustain teams that offer the diversity of expertise necessary for developing gateways. HOWTOSTART?
  148. 148. Sustainability via On-Campus Teams 73 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Typical Research Team Extended Research Team Shared On- Campus Team Q&A Expert Security Expert Usability Expert Graphic Designer Professional Software Developer Postdoc PhD Student Potential salary cost distribution
  149. 149. Sustainability via On-Campus Teams 74 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Typical Research Team Extended Research Team Shared On- Campus Team Q&A Expert Security Expert Usability Expert Graphic Designer Professional Software Developer Postdoc PhD Student Potential salary cost distribution Increased possibility of research team to focus on research
  150. 150. Sustainability via On-Campus Teams 75 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Typical Research Team Extended Research Team Shared On- Campus Team Q&A Expert Security Expert Usability Expert Graphic Designer Professional Software Developer Postdoc PhD Student Potential salary cost distribution Increase of quality of application and efficiency of software development
  151. 151. Success Stories Some universities have successful centers/groups with centralized services for science gateways •  Center for Research Computing at University of Notre Dame •  HUBzero® Team at Purdue University •  Science Gateways Research Center at Indiana University •  Science Gateway Group at TACC at the University of Texas, Austin •  … 76
  152. 152. ND CRC in 2006-2008 •  Effort with 7 FTEs centrally funded •  HTC and HPC Computing and basic user support •  One centrally funded cluster plus multiple faculty funded clusters in various cabinets on campus •  Around 300 active users •  80% centrally funded hardware •  No other kinds of research computing services •  Underserved social sciences and humanities for their need on science gateways •  ~1000 faculty, ~12000 students 77
  153. 153. ND CRC Mission CRC engages in computational science, fosters multidisciplinary research and provides advanced computational tools and services. The CRC works to facilitate discoveries across science, engineering, the arts and humanities, social sciences, business and other disciplines. 78
  154. 154. ND CRC Vision To become an internationally recognized multidisciplinary research computing center based upon our reputation for facilitating and accelerating discovery through effective and novel applications of cyberinfrastructure. 79
  155. 155. ND CRC Director’s thoughts on Vision •  “Nice vision, but how we get there?” •  “What should we do first?” •  “Users should tell us what they need…” •  “HPC works fine, so let’s focus on CI Development…” •  “We need portals and other collaborative environments” •  “We need good user support, and good, straight resource usage policies” •  “We need CI and HPC teams working together” •  “How do we fund all these with very limited resources?” •  “What is available out there? •  And so on… 80
  156. 156. Implementation by Jarek Nabrzyski Take the risk and hire people first è train people è generate / bring projects è assign people to projects and focus on getting more projects and more people -> etc... è if not successful then exit, i.e. quit J Fortunately, we had many projects, mostly science gateway projects of various kinds and difficulty. 81
  157. 157. ND CRC in 2017 •  45 FTEs with 70% of the staff salaries supported through grants and services •  HTC and HPC Computing and user support •  26,000 cores •  1,800 active users •  10 HPC engineers and user support staff •  30% of compute nodes are centrally funded •  Cyberinfrastructure development •  ~15-20 CI projects each year with ~35 faculty from various departments including social sciences and humanities •  supported by ~15 research programmers, ~8 computational scientists, some FTE fractions of HPC engineers, and a few (7) grad students and undergraduate interns (4-6) •  ~1000 faculty, ~12000 students 82
  158. 158. Lessons Learned by the Four Teams •  You need an evangelist to build/sustain teams •  You are going to have staff turnover •  Plug into your talent reservoir •  Put effort into your onboarding process •  Get people contributing to your software and projects as quickly as possible •  Keep alumni involved •  Developer mailing lists for example •  Potentially hire as consultants •  Use internal and external resources for creating/ maintaining science gateways 83
  159. 159. Funding Mechanisms – External Resources Now is the right time – Get support from SGCI via diverse services! 84
  160. 160. Funding Mechanisms – External Resources •  Get support from SGCI via diverse services •  Contractors from mature science gateway frameworks ⇒ Means to create and/or maintain science gateway(s) successfully while working on building up internal resources 85
  161. 161. Funding Mechanisms – Internal Resources •  Funding via involvement of some person months in grants •  Funding on some hard money from universities •  Funding via re-charge •  Funding via NSF for building facilitators/ cyberpractitioner career-paths (under development - models like full funding the first year and increasing responsibility on the side of universities) 86
  162. 162. Using Existing Free On-Campus Resources •  Do you have people such as “digital librarians”? They are generally not only serving humanities and have great knowledge about data preservation, data lifecycle, programming skills, .. •  Do you have data scientists? They probably know about machine learning, meta-data, ontologies, statistics … •  Do you have an HPC center? They know how to access HPC resources, VMs, containerization, distributed data management … 87
  163. 163. •  Deans? •  Department chairs? •  HPC colleagues? •  Web developers? •  Gateway group? 88 Identify key contacts and evangelists on your campus
  164. 164. Sharing resources •  Share human resources (librarians, data scientists, web developers, HPC specialists,…)? •  Share free resources such as office space? •  Which departments? •  Possibility between universities? •  Presentations at events (new faculty events, meetings within faculty, meetings between departments, …)? 89
  165. 165. YOU ARE NOT ALONE! 90 https://sciencegateways.org/ https://sciencegateways.org/engage/bootcamp

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