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Training researchers with Sakai
Jez Cope
Academic Digital Technologist

Centre for

Sustainable
Chemical Technologies

Apereo Europe 2013
Outline
1 Introduction
2 Why Sakai for research?
3 Centre for Doctoral Training
4 SEWPROF Initial Training Network
5 Electronic Laboratory Notebooks
6 Conclusions
Outline
1 Introduction
2 Why Sakai for research?
3 Centre for Doctoral Training
4 SEWPROF Initial Training Network
5 Electronic Laboratory Notebooks
6 Conclusions
Who am I?
• Computer scientist &

mathematician by training
• Brief flirtation with

computational systems biology
• At University of Bath:
• Academic Digital
Technologist, CSCT
• Technical Data Co-ordinator,
Research360 project
(secondment, now over)
Centre for Sustainable Chemical Technologies
• Cross-disciplinary research centre
• Develop new molecules, materials and processes for

sustainability
• EPSRC-funded Centre for Doctoral Training
Centre for

Sustainable
Chemical Technologies

bath.ac.uk/csct
Outline
1 Introduction
2 Why Sakai for research?
3 Centre for Doctoral Training
4 SEWPROF Initial Training Network
5 Electronic Laboratory Notebooks
6 Conclusions
Research vs Learning & Teaching
Similarities
• Busy, busy users!
• Diversity of technical inclination

Differences
• Relationships between users
• External collaborators (within and outside higher

education)
• Longevity of information
• Highly user-led
Same place

Different place

Same
time

Face-to-face

Continuous task

Different
time

Where are we looking?

Remote
interactions

Communication
& co-ordination
Requirements
Virtual Research Environment
• Robust file sharing 
• Collaboration options 
• Wikis, forums, mailing lists, calendar, …
• Fine-grained access control 
• Integration with enterprise systems 
• Ability to shrink wrap the problem 
• i.e. as simple/complex as required
Our Sakai installation
• App server: virtual machine hosted by Computer

Services (BUCS)
• Database server: centrally-managed shared MySQL5

service
• Mostly unmodified Sakai CLE
• Straightforward integration with central services:
• LDAP/CAS for user information and single sign-on
• Temporary/external user accounts managed by BUCS
• Default site roles: Owner, Organizer, Member,

Observer
• Customized skin with our branding

Very little customization required
Outline
1 Introduction
2 Why Sakai for research?
3 Centre for Doctoral Training
4 SEWPROF Initial Training Network
5 Electronic Laboratory Notebooks
6 Conclusions
What is a CDT?
Centre for Doctoral Training
Centre for Sustainable Chemical Technologies
• Funded by a Research Council
•
•
•
•

— EPSRC
Train PhD students in cohorts
— 12–18/year
Strategic research area
— Sustainable chemical technologies
Highly collaborative
— 18 commercial partners
Integrated (“1+3”) PhD course
• Year 1: small research projects  intensive training
• Year 2–4: main PhD research  additional training

bath.ac.uk/csct/dtc
Centre administration

• General knowledge base
• Research project proposal submission and allocation
• MRes project report archive
• Public engagement coordination
• Events:
• Weekly student seminars
• Occasional larger events
• Meeting room diary
Research groups and projects

• Project worksites for each

PhD student 
co-supervisors
• Customization on request

for research groups
• Ad-hoc user-created

worksites for particular
projects

Examples
• Research groups:
• Hill
• Scott
• Chuck
• Walsh
• Research sandpits
• Research360 project
Typical research group use

• File sharing (Resources)
• Wiki
• Mailing list (Email archive)
• Schedule
• Forums
• Drop box
• Not to be confused with DropBox…
• Polls
Computational materials group
Central knowledge base for research group
• Minutes of group meetings
• Documentation on codes and clusters used
• Diary of group meetings
• Archive of presentations, documents, data and other

files
Customizations
• Enable jsMath processing for wiki
• Add additional programming languages for syntax

highlighting
Outline
1 Introduction
2 Why Sakai for research?
3 Centre for Doctoral Training
4 SEWPROF Initial Training Network
5 Electronic Laboratory Notebooks
6 Conclusions
What is SEWPROF ITN?
“SEWPROF aims to develop inter-disciplinary and
cross-sectoral research capability for the next generation of
scientists working in the newly-emerging field of sewage
epidemiology.”
• €4m, 4-year project
• 16 Partners (including University of Bath)
• 11 Early Stage Researchers
• 3 Experienced Researchers
• 11 countries across the EU

www.sewprof-itn.eu
SEWPROF ITN
Requirements
Across 11 countries:
• Co-ordinate activities
• Share data, documents and other information
• Plan meetings
• Keep up-to-date with each other’s research
SEWPROF ITN
Implementation
• Wiki: general knowledge base
• Resources:
• Forum: social space for students
• Groups allow control over who can access what:
• Management team
• Researchers
• Core and non-core partners
Outline
1 Introduction
2 Why Sakai for research?
3 Centre for Doctoral Training
4 SEWPROF Initial Training Network
5 Electronic Laboratory Notebooks
6 Conclusions
Why Electronic Lab Notebooks?
Paper lab books are:
• Easy to damage accidentally (e.g. liquid, fire)…
• …and easy to lose (e.g. public transport)…
• …yet difficult to back up!

Also:
• Supervisors want easy access to students’ notebooks
• Research groups and collaborators need better access

to shared knowledge
• Institutions want more protection for their main asset
• Funders and publishers are pushing for data

publication
Sakai as an ELN?
Key requirements:
• Access control 
• Attach files 
• Remote access 

Options:

• Predefined templates 

• Wiki

• Robust storage 

• Blog (Clog)

• Structured import  export ?

• Portfolio

• Mathematical formulae ?

• Resources (plus

• Visualise data 
• Alternative taxonomies 
• Chemistry-specific functions 

OSP forms)
Outline
1 Introduction
2 Why Sakai for research?
3 Centre for Doctoral Training
4 SEWPROF Initial Training Network
5 Electronic Laboratory Notebooks
6 Conclusions
Observations
Sakai as a Virtual Research Environment
• Slow but steady uptake
• Plenty of interest from across campus
• Positive feedback from users
• Simple introductory documents  screencasts help
• Some interesting spontaneous innovations
• OneNote synchronisation via WebDAV works
• Student baking competition
Challenges

• Data curation  wiki gardening
• Confusing array of access control options
• Tablet/smartphone access not perfect
The future

Would like:
• Easier entry, manipulation  display of structured data
• Integration with institutional services:

calendar, data archive, …
• Shallower learning curve for developers
• Better documentation for REST web services
That’s all folks…

Any questions?
Blog
Work stuff
Twitter
Google+

erambler.co.uk
people.bath.ac.uk/jc619
twitter.com/jezcope
gplus.to/jezcope

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Training Researchers with Sakai

  • 1. Training researchers with Sakai Jez Cope Academic Digital Technologist Centre for Sustainable Chemical Technologies Apereo Europe 2013
  • 2. Outline 1 Introduction 2 Why Sakai for research? 3 Centre for Doctoral Training 4 SEWPROF Initial Training Network 5 Electronic Laboratory Notebooks 6 Conclusions
  • 3. Outline 1 Introduction 2 Why Sakai for research? 3 Centre for Doctoral Training 4 SEWPROF Initial Training Network 5 Electronic Laboratory Notebooks 6 Conclusions
  • 4. Who am I? • Computer scientist & mathematician by training • Brief flirtation with computational systems biology • At University of Bath: • Academic Digital Technologist, CSCT • Technical Data Co-ordinator, Research360 project (secondment, now over)
  • 5. Centre for Sustainable Chemical Technologies • Cross-disciplinary research centre • Develop new molecules, materials and processes for sustainability • EPSRC-funded Centre for Doctoral Training Centre for Sustainable Chemical Technologies bath.ac.uk/csct
  • 6. Outline 1 Introduction 2 Why Sakai for research? 3 Centre for Doctoral Training 4 SEWPROF Initial Training Network 5 Electronic Laboratory Notebooks 6 Conclusions
  • 7. Research vs Learning & Teaching Similarities • Busy, busy users! • Diversity of technical inclination Differences • Relationships between users • External collaborators (within and outside higher education) • Longevity of information • Highly user-led
  • 8. Same place Different place Same time Face-to-face Continuous task Different time Where are we looking? Remote interactions Communication & co-ordination
  • 9. Requirements Virtual Research Environment • Robust file sharing • Collaboration options • Wikis, forums, mailing lists, calendar, … • Fine-grained access control • Integration with enterprise systems • Ability to shrink wrap the problem • i.e. as simple/complex as required
  • 10. Our Sakai installation • App server: virtual machine hosted by Computer Services (BUCS) • Database server: centrally-managed shared MySQL5 service • Mostly unmodified Sakai CLE • Straightforward integration with central services: • LDAP/CAS for user information and single sign-on • Temporary/external user accounts managed by BUCS • Default site roles: Owner, Organizer, Member, Observer • Customized skin with our branding Very little customization required
  • 11. Outline 1 Introduction 2 Why Sakai for research? 3 Centre for Doctoral Training 4 SEWPROF Initial Training Network 5 Electronic Laboratory Notebooks 6 Conclusions
  • 12. What is a CDT? Centre for Doctoral Training Centre for Sustainable Chemical Technologies • Funded by a Research Council • • • • — EPSRC Train PhD students in cohorts — 12–18/year Strategic research area — Sustainable chemical technologies Highly collaborative — 18 commercial partners Integrated (“1+3”) PhD course • Year 1: small research projects intensive training • Year 2–4: main PhD research additional training bath.ac.uk/csct/dtc
  • 13. Centre administration • General knowledge base • Research project proposal submission and allocation • MRes project report archive • Public engagement coordination • Events: • Weekly student seminars • Occasional larger events • Meeting room diary
  • 14. Research groups and projects • Project worksites for each PhD student co-supervisors • Customization on request for research groups • Ad-hoc user-created worksites for particular projects Examples • Research groups: • Hill • Scott • Chuck • Walsh • Research sandpits • Research360 project
  • 15. Typical research group use • File sharing (Resources) • Wiki • Mailing list (Email archive) • Schedule • Forums • Drop box • Not to be confused with DropBox… • Polls
  • 16. Computational materials group Central knowledge base for research group • Minutes of group meetings • Documentation on codes and clusters used • Diary of group meetings • Archive of presentations, documents, data and other files Customizations • Enable jsMath processing for wiki • Add additional programming languages for syntax highlighting
  • 17. Outline 1 Introduction 2 Why Sakai for research? 3 Centre for Doctoral Training 4 SEWPROF Initial Training Network 5 Electronic Laboratory Notebooks 6 Conclusions
  • 18. What is SEWPROF ITN? “SEWPROF aims to develop inter-disciplinary and cross-sectoral research capability for the next generation of scientists working in the newly-emerging field of sewage epidemiology.” • €4m, 4-year project • 16 Partners (including University of Bath) • 11 Early Stage Researchers • 3 Experienced Researchers • 11 countries across the EU www.sewprof-itn.eu
  • 19. SEWPROF ITN Requirements Across 11 countries: • Co-ordinate activities • Share data, documents and other information • Plan meetings • Keep up-to-date with each other’s research
  • 20. SEWPROF ITN Implementation • Wiki: general knowledge base • Resources: • Forum: social space for students • Groups allow control over who can access what: • Management team • Researchers • Core and non-core partners
  • 21. Outline 1 Introduction 2 Why Sakai for research? 3 Centre for Doctoral Training 4 SEWPROF Initial Training Network 5 Electronic Laboratory Notebooks 6 Conclusions
  • 22. Why Electronic Lab Notebooks? Paper lab books are: • Easy to damage accidentally (e.g. liquid, fire)… • …and easy to lose (e.g. public transport)… • …yet difficult to back up! Also: • Supervisors want easy access to students’ notebooks • Research groups and collaborators need better access to shared knowledge • Institutions want more protection for their main asset • Funders and publishers are pushing for data publication
  • 23. Sakai as an ELN? Key requirements: • Access control • Attach files • Remote access Options: • Predefined templates • Wiki • Robust storage • Blog (Clog) • Structured import export ? • Portfolio • Mathematical formulae ? • Resources (plus • Visualise data • Alternative taxonomies • Chemistry-specific functions OSP forms)
  • 24. Outline 1 Introduction 2 Why Sakai for research? 3 Centre for Doctoral Training 4 SEWPROF Initial Training Network 5 Electronic Laboratory Notebooks 6 Conclusions
  • 25. Observations Sakai as a Virtual Research Environment • Slow but steady uptake • Plenty of interest from across campus • Positive feedback from users • Simple introductory documents screencasts help • Some interesting spontaneous innovations • OneNote synchronisation via WebDAV works • Student baking competition
  • 26. Challenges • Data curation wiki gardening • Confusing array of access control options • Tablet/smartphone access not perfect
  • 27. The future Would like: • Easier entry, manipulation display of structured data • Integration with institutional services: calendar, data archive, … • Shallower learning curve for developers • Better documentation for REST web services
  • 28. That’s all folks… Any questions? Blog Work stuff Twitter Google+ erambler.co.uk people.bath.ac.uk/jc619 twitter.com/jezcope gplus.to/jezcope