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Standards:
awareness, information, education
Susanna-Assunta Sansone, PhD
Twitter: @SusannaASansone
ORCiD: 0000-0001-5306-5690
Consultant,
Founding Academic Editor
Associate Director,
Principal Investigator
CHARME, EMBnet, NETTAB, BITS workshop on Reproducibility, standards and SOP in Bioinformatics
October 25-26, CNR, Rome, 2016
Too many
cooks in the
standards’
kitchen? !
•  Agreed-upon conventions for doing ‘something’, established
by community consensus or an authority
§  e.g. managing a process or delivering a service
Standards – a definition
•  Agreed-upon specifications, guidelines or criteria designed
to ensure data and any other digital object (such as code,
algorithms, workflows, models, software, or journal articles)
are FAIR
Interoperability standards – as enablers of FAIR
•  Enable the operational processes
§  such as exchange, aggregation, integration, comparison etc.
•  Automation for both human and machine requires
§  metadata: or descriptors for the digital objects
§  identifiers: unique, resolvable and versionable
Interoperability standards – nuts and bolts
•  Enable the operational processes
§  such as exchange, aggregation, integration, comparison etc.
•  Automation for both human and machine requires
§  metadata: or descriptors for the digital objects
§  identifiers: unique, resolvable and versionable…not the focus on my
talk but…..
Interoperability standards – nuts and bolts
Data citation
principles and
implementation
groups
Interoperability standards – invisible machinery
•  Identifiers and metadata to be implemented by technical
experts in tools, registries, catalogues, databases, services
§  to find, store, manage (e.g., mint, track provenance, version) and
aggregate (e.g., interlink and map etc.) these digital objects
•  It is essential to make standards ‘invisible’ to lay users, who
often have little or no familiarity with them
•  Descriptors for a digital object that help to understand what it
is, where to find it, how to access it etc.
•  The type of metadata depends also on the digital object
•  The depth and breadth of metadata varies according to their
purpose
§  e.g. reproducibility requires richer metadata then citation
Metadata standards – fundamentals
•  Infrastructure to support their preservation, discovery, reuse
and attribution lags behind that of other digital research
outputs
§  Documented needs and efforts in progress, e.g.:
Metadata standards - software
Meeting Report, May
2014
Minimal metadata schemas for
science software and code
Including academics and
•  Increase discoverability (e.g. by search engines),
aggregation (e.g. by indices) and analysis of content in
different websites and services
Metadata standards - websites and services
Training	
materials	
Events	 Organiza1ons	
Data	So5ware	
Standards	
•  use of structured semantic markup (for web pages’ content) by Google, Bing, Yahoo, Yandex
•  coordinate its extension, where needed, in the life science area
Gaining traction and support by:
•  Domain-level descriptors that are essential for interpretation,
verification and reproducibility of datasets
•  The depth and breadth of descriptors vary according to the
domain broadly covering the what, who, when, how and why
Content standards – deeper metadata for datasets
•  Domain-level descriptors that are essential for interpretation,
verification and reproducibility of datasets
•  The depth and breadth of descriptors vary according to the
domain broadly covering the what, who, when, how and why
allowing:
§  experimental components (e.g., design, conditions, parameters),
§  fundamental biological entities (e.g., samples, genes, cells),
§  complex concepts (such as bioprocesses, tissues and diseases),
§  analytical process and the mathematical models, and
§  their instantiation in computational simulations (from the molecular
level through to whole populations of individuals)
to be harmonized with respect to structure, format and
annotation
Content standards – deeper metadata for datasets
Minimum information reporting
requirements, checklists
o  Report the same core,
essential information
o  e.g. MIAME guidelines
Controlled vocabularies, taxonomies,
thesauri, ontologies etc.
o  Unambiguous identification and
definition of concepts
o  e.g. Gene Ontology
Conceptual model, schema,
exchange formats etc
o  Define the structure and
interrelation of information,
and the transmission format
o  e.g. FASTA Formats Terminologies Guidelines
Types of content standards
Formats Terminologies Guidelines
Content standards in numbers
210
110
500+
source source
source
miame!
MIRIAM!
MIQAS!
MIX!
MIGEN!
ARRIVE!
MIAPE!
MIASE!
MIQE!
MISFISHIE….!
REMARK!
CONSORT!
SRAxml!
SOFT! FASTA!
DICOM!
MzML!
SBRML!
SEDML…!
GELML!
ISA!
CML!
MITAB!
AAO!
CHEBI!OBI!
PATO! ENVO!
MOD!
BTO!
IDO…!
TEDDY!
PRO!
XAO!
DO
VO!
•  Producers
§  How do I make my standards visible to others?
•  Consumers:
§  How do I find the content standards appropriate for my case?
Improving discoverability of (content) standards
Map	of	the	landscape,	monitoring		development	and	evolu&on	of	
standards,	their	use	in	databases	and	the		
adop1on	of	both	in	data	policies
Interactive graph to inform and educate, e.g.
database
standard
policy
de jure de facto
grass-roots
groups
standard
organizations
Nanotechnology Working Group
Variety of community efforts, just few examples:
•  Formal authorities
§  openess to participations varies
§  standards are sold or licenced (at a
costs or no cost)
§  charges apply to advanced training or
programmatic access
•  Bottom-up communities
§  open to interested varies
§  standards are free for use
§  volunteering efforts
§  minimal or little funds for carry out
the work, let alone provide training
Formats Terminologies Guidelines
•  Perspective and focus vary, ranging:
§  from standards with a specific biological or clinical domain of study
(e.g. neuroscience) or significance (e.g. model processes)
§  to the technology used (e.g. imaging modality)
•  Motivation is different, spanning:
§  creation of new standards (to fill a gap)
§  mapping and harmonization of complementary or contrasting efforts
§  extensions and repurposing of existing standards
•  Stakeholders are diverse, including those:
§  involved in managing, serving, curating, preserving, publishing or
regulating data and/or other digital objects
§  academia, industry, governmental sectors, and funding agencies
§  producers but also also consumers of the standards, as domain (and
not just technical) expertise is a must
A complex landscape
Understanding the community process
dx.doi.org/10.6084/m9.figshare.3795816.v2
Susanna-Assunta Sansone, Leslie K. Derr,
David N. Kennedy and Michael F. Huerta
The standards’ life cycle:
Life cycle - phases
•  Formulation
§  use cases, scope, prioritization and expertise
•  Development
§  iterations, tests, feedback and evaluation
§  harmonization of different perspectives and available options
•  Maintenance
§  (exemplar) implementations, technical documentation, education
material, metrics
§  sustainability, evolution (versions) and conversion modules
•  Fragmentation
•  Coordination, harmonization, extensions
•  Credit, incentives for contributors
•  Governance, ownership
•  Funding streams
•  Indicators and evaluation methods
•  Implementations: infrastructures, tools, services
•  Outreach and engagement with all stakeholders
•  Synergies between basic and clinical/medical areas
•  Education, documentation and training
•  Business models for sustainability
Technical and social engineering – pain points
Technologically-delineated
views of the world

Biologically-delineated
views of the world
Generic features (‘common core’)
- description of source biomaterial
- experimental design components
Arrays
Scanning Arrays &

Scanning
Columns
Gels
MS MS
FTIR
NMR
Columns
transcriptomics
proteomics
metabolomics
plant biology
epidemiology
microbiology
Fragmentation of content standards
Guidelines
110
source
miame!
MIRIAM!
MIQAS!
MIX!
MIGEN!
ARRIVE!
MIAPE!
MIASE!
MIQE!
MISFISHIE….!
REMARK!
CONSORT!
SRAxml!
SOFT! FASTA!
DICOM!
MzML!
SBRML!
SEDML…!
GELML!
ISA!
CML!
MITAB!
AAO!
CHEBI!OBI!
PATO! ENVO!
MOD!
BTO!
IDO…!
TEDDY!
PRO!
XAO!
DO
VO!
Portal and Foundry
doi: 10.1038/nbt.1411
Fragmentation of content standards
Standards fusion….anyone?
Harmonization is the magic word…until it is not
Foundry
Working in/across multiple domains is challenging
•  Requires
§  Mapping between/among heterogeneous representations
To help users find and access shared datasets
available in public databases
aggregator'
A'
B C
A
aggregator'
Data'Discovery'Index'
data'
Aggregators:
repositories or various indices
Data:
digital research objects
Pilot projectsCore
development team
Mapping, mapping, mapping and more mapping
Knowing which (content) standard a repository
implement is key - just a simplified example:
Working in/across multiple domains is challenging
•  Requires
§  Mapping between/among heterogeneous representations
§  Conceptual modelling framework to encompass the
domain specific content standards
§  Tools to handle customizable annotation, multiple
conversions and validation
model and related formats
Complementary roles of RO, ISA and nanopublications
“As Data Science culture grows,
digital research outputs (such as
data, computational analysis and
software) are being established as
first-class citizens.
This cultural shift is required to go
one step further: to recognize
interoperability standards as digital
objects in their own right, with their
associated research, development
and educational activities”.
Sansone, Susanna-Assunta; Rocca-Serra, Philippe (2016).
Interoperability Standards - Digital Objects in Their Own
Right. Wellcome Trust”
https://dx.doi.org/10.6084/m9.figshare.4055496.v1

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Standards: awareness, information, education

  • 1. Standards: awareness, information, education Susanna-Assunta Sansone, PhD Twitter: @SusannaASansone ORCiD: 0000-0001-5306-5690 Consultant, Founding Academic Editor Associate Director, Principal Investigator CHARME, EMBnet, NETTAB, BITS workshop on Reproducibility, standards and SOP in Bioinformatics October 25-26, CNR, Rome, 2016
  • 2. Too many cooks in the standards’ kitchen? !
  • 3.
  • 4.
  • 5. •  Agreed-upon conventions for doing ‘something’, established by community consensus or an authority §  e.g. managing a process or delivering a service Standards – a definition
  • 6. •  Agreed-upon specifications, guidelines or criteria designed to ensure data and any other digital object (such as code, algorithms, workflows, models, software, or journal articles) are FAIR Interoperability standards – as enablers of FAIR
  • 7. •  Enable the operational processes §  such as exchange, aggregation, integration, comparison etc. •  Automation for both human and machine requires §  metadata: or descriptors for the digital objects §  identifiers: unique, resolvable and versionable Interoperability standards – nuts and bolts
  • 8. •  Enable the operational processes §  such as exchange, aggregation, integration, comparison etc. •  Automation for both human and machine requires §  metadata: or descriptors for the digital objects §  identifiers: unique, resolvable and versionable…not the focus on my talk but….. Interoperability standards – nuts and bolts Data citation principles and implementation groups
  • 9. Interoperability standards – invisible machinery •  Identifiers and metadata to be implemented by technical experts in tools, registries, catalogues, databases, services §  to find, store, manage (e.g., mint, track provenance, version) and aggregate (e.g., interlink and map etc.) these digital objects •  It is essential to make standards ‘invisible’ to lay users, who often have little or no familiarity with them
  • 10. •  Descriptors for a digital object that help to understand what it is, where to find it, how to access it etc. •  The type of metadata depends also on the digital object •  The depth and breadth of metadata varies according to their purpose §  e.g. reproducibility requires richer metadata then citation Metadata standards – fundamentals
  • 11. •  Infrastructure to support their preservation, discovery, reuse and attribution lags behind that of other digital research outputs §  Documented needs and efforts in progress, e.g.: Metadata standards - software Meeting Report, May 2014 Minimal metadata schemas for science software and code Including academics and
  • 12. •  Increase discoverability (e.g. by search engines), aggregation (e.g. by indices) and analysis of content in different websites and services Metadata standards - websites and services Training materials Events Organiza1ons Data So5ware Standards •  use of structured semantic markup (for web pages’ content) by Google, Bing, Yahoo, Yandex •  coordinate its extension, where needed, in the life science area Gaining traction and support by:
  • 13. •  Domain-level descriptors that are essential for interpretation, verification and reproducibility of datasets •  The depth and breadth of descriptors vary according to the domain broadly covering the what, who, when, how and why Content standards – deeper metadata for datasets
  • 14. •  Domain-level descriptors that are essential for interpretation, verification and reproducibility of datasets •  The depth and breadth of descriptors vary according to the domain broadly covering the what, who, when, how and why allowing: §  experimental components (e.g., design, conditions, parameters), §  fundamental biological entities (e.g., samples, genes, cells), §  complex concepts (such as bioprocesses, tissues and diseases), §  analytical process and the mathematical models, and §  their instantiation in computational simulations (from the molecular level through to whole populations of individuals) to be harmonized with respect to structure, format and annotation Content standards – deeper metadata for datasets
  • 15. Minimum information reporting requirements, checklists o  Report the same core, essential information o  e.g. MIAME guidelines Controlled vocabularies, taxonomies, thesauri, ontologies etc. o  Unambiguous identification and definition of concepts o  e.g. Gene Ontology Conceptual model, schema, exchange formats etc o  Define the structure and interrelation of information, and the transmission format o  e.g. FASTA Formats Terminologies Guidelines Types of content standards
  • 16. Formats Terminologies Guidelines Content standards in numbers 210 110 500+ source source source miame! MIRIAM! MIQAS! MIX! MIGEN! ARRIVE! MIAPE! MIASE! MIQE! MISFISHIE….! REMARK! CONSORT! SRAxml! SOFT! FASTA! DICOM! MzML! SBRML! SEDML…! GELML! ISA! CML! MITAB! AAO! CHEBI!OBI! PATO! ENVO! MOD! BTO! IDO…! TEDDY! PRO! XAO! DO VO!
  • 17. •  Producers §  How do I make my standards visible to others? •  Consumers: §  How do I find the content standards appropriate for my case? Improving discoverability of (content) standards
  • 18.
  • 20. Interactive graph to inform and educate, e.g. database standard policy
  • 21. de jure de facto grass-roots groups standard organizations Nanotechnology Working Group Variety of community efforts, just few examples: •  Formal authorities §  openess to participations varies §  standards are sold or licenced (at a costs or no cost) §  charges apply to advanced training or programmatic access •  Bottom-up communities §  open to interested varies §  standards are free for use §  volunteering efforts §  minimal or little funds for carry out the work, let alone provide training Formats Terminologies Guidelines
  • 22. •  Perspective and focus vary, ranging: §  from standards with a specific biological or clinical domain of study (e.g. neuroscience) or significance (e.g. model processes) §  to the technology used (e.g. imaging modality) •  Motivation is different, spanning: §  creation of new standards (to fill a gap) §  mapping and harmonization of complementary or contrasting efforts §  extensions and repurposing of existing standards •  Stakeholders are diverse, including those: §  involved in managing, serving, curating, preserving, publishing or regulating data and/or other digital objects §  academia, industry, governmental sectors, and funding agencies §  producers but also also consumers of the standards, as domain (and not just technical) expertise is a must A complex landscape
  • 23. Understanding the community process dx.doi.org/10.6084/m9.figshare.3795816.v2 Susanna-Assunta Sansone, Leslie K. Derr, David N. Kennedy and Michael F. Huerta The standards’ life cycle:
  • 24. Life cycle - phases •  Formulation §  use cases, scope, prioritization and expertise •  Development §  iterations, tests, feedback and evaluation §  harmonization of different perspectives and available options •  Maintenance §  (exemplar) implementations, technical documentation, education material, metrics §  sustainability, evolution (versions) and conversion modules
  • 25. •  Fragmentation •  Coordination, harmonization, extensions •  Credit, incentives for contributors •  Governance, ownership •  Funding streams •  Indicators and evaluation methods •  Implementations: infrastructures, tools, services •  Outreach and engagement with all stakeholders •  Synergies between basic and clinical/medical areas •  Education, documentation and training •  Business models for sustainability Technical and social engineering – pain points
  • 26. Technologically-delineated views of the world
 Biologically-delineated views of the world Generic features (‘common core’) - description of source biomaterial - experimental design components Arrays Scanning Arrays &
 Scanning Columns Gels MS MS FTIR NMR Columns transcriptomics proteomics metabolomics plant biology epidemiology microbiology Fragmentation of content standards
  • 28.
  • 30. Harmonization is the magic word…until it is not Foundry
  • 31. Working in/across multiple domains is challenging •  Requires §  Mapping between/among heterogeneous representations
  • 32.
  • 33. To help users find and access shared datasets available in public databases
  • 34.
  • 35. aggregator' A' B C A aggregator' Data'Discovery'Index' data' Aggregators: repositories or various indices Data: digital research objects Pilot projectsCore development team Mapping, mapping, mapping and more mapping
  • 36. Knowing which (content) standard a repository implement is key - just a simplified example:
  • 37. Working in/across multiple domains is challenging •  Requires §  Mapping between/among heterogeneous representations §  Conceptual modelling framework to encompass the domain specific content standards §  Tools to handle customizable annotation, multiple conversions and validation
  • 38. model and related formats
  • 39.
  • 40. Complementary roles of RO, ISA and nanopublications
  • 41.
  • 42.
  • 43.
  • 44.
  • 45. “As Data Science culture grows, digital research outputs (such as data, computational analysis and software) are being established as first-class citizens. This cultural shift is required to go one step further: to recognize interoperability standards as digital objects in their own right, with their associated research, development and educational activities”. Sansone, Susanna-Assunta; Rocca-Serra, Philippe (2016). Interoperability Standards - Digital Objects in Their Own Right. Wellcome Trust” https://dx.doi.org/10.6084/m9.figshare.4055496.v1