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Award Number
ACI-1547611
Sandra Gesing
Center for Research Computing, University of Notre Dame
sandra.gesing@nd.edu
Advanced Cyberinfrastructure Research & Education
Facilitators Virtual Residency 2017, University of Oklahoma
August 2, 2017
Science Gateways Community Institute:
Subsidized Services and Consultancy to
Facilitate Research on Your Campus
Science Gateways
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.
3
4
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
Gateway users are 77% of active XSEDE
users in Q4 2016
5
This is largely due to the CIPRES and I-TASSER gateways, but others are gaining
All users
Gateways
XSEDE users
Login
Typical Lifecycle of a Science Gateway
6
Early
adopters
Publicity
Wider
adoption
Funding
ends
Scientists
disillusioned
New
project
prototype
Science Gateways Survey 2014
7
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
8
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
Science Gateways Community Institute
9
•  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
Incubator Service
10
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
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 20,000 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
12
“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
13
User-Centered Design
Goal?
§  Ease of use
§  Ease of learning
§  Satisfaction
user-friendly usability
14
User-Centered Design
What?
interfaces entire systems
What are the types of
artifacts we design?
User-Centered Design
Who?
15
Who are the users?
What are their goals?
needs? mental models?
expectations?
16
User-Centered Design
Goal: enable users to accomplish their goals with…
§  Ease of use
§  Ease of learning
§  Satisfaction
17
User-Centered Design
Why?
§  Ease of use
§  Ease of learning
§  Satisfaction
18
•  Will it help my job
performance?
•  Is it USEFUL?
•  Is it better than the old
way?
Unified Theory of Acceptance and Use of Technology (UTAUT)
Venkatesh et al, 2003
19
Unified Theory of Acceptance and Use of Technology (UTAUT)
Venkatesh et al, 2003
•  Easy to use?
•  Easy to learn?
•  Time-consuming?
•  Efficient?
20
Unified Theory of Acceptance and Use of Technology (UTAUT)
Venkatesh et al, 2003
•  Can I do this? Do I
have knowledge?
Support? Resources?
•  Does it fit in with my
work style?
Diffusion of Innovations - Rogers, 1962
22
User-Centered Design
Why?
Because usability and user
experience are predictors
of technology adoption.
23
User-Centered Design
What can I do?
research
test
iterate
24
Usability Test
Spend one hour a week on a usability
test and the increase of usability is
overproportional!
25
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?
Bootcamp at a
Glance
26
•  5 full days
•  Knowledge
dissemination
•  Interactivity
•  Community
formation
•  Putting away the
normal daily
routine
•  Homework
Incubator Bootcamp – Magic Moments
27
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.
Extended Developer Support
28
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
Scientific Software Collaborative
29
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
Scientific Software Collaborative
30
Community Engagement and Exchange
31
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
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 – successful 9th anniversary in 2017
•  since 2013: GCE partners with IWSG on yearly special issue
9th IWSG took place 19-21 June 2017 in Poznań, Poland – next year in
Edinburgh, Scotland
•  since 2015: GCE and IWSG partnering with Australian IWSG-A
(International Workshop on Science Gateways – Australia) on yearly
special issue
3rd IWSG-A will take place 16-17 October in Brisbane, Australia
•  2016: GCE extended to Gateways conference with 120 participants at the
first event
Gateways 2017 will take place 23–25 October 2017 in Ann Arbor,
Michigan,USA
Workforce Development
33
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
Opportunities
34
•  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
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,…
35
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
36
Your Campus
37
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.
YOU ARE NOT ALONE!
38
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?
Sustainability via On-Campus Teams
39
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
Sustainability via On-Campus Teams
40
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
Sustainability via On-Campus Teams
41
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
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
42
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
•  …
43
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
44
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.
45
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.
46
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…
47
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.
48
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
49
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
50
Funding Mechanisms – External Resources
Now is the right time – Get support from SGCI via
diverse services!
51
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
52
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)
53
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 …
54
•  Deans?
•  Department chairs?
•  HPC colleagues?
•  Web developers?
•  Gateway group?
55
Identify key contacts and evangelists on
your campus
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, …)?
56
Role Play
57
Devil’s advocate
Ask for free
resources!
Role Play
58
It will be painful…
but beneficial to
put yourself in
this role
Scenario
59
NSF offers funding for three years for a
“cyberpractitioner”: first year 80%, second
year 50%, third year 20%. You would like to use
the funding for a usability specialist.
Ask the dean (Henry)!
Your own roadmap
è
60
YOU ARE NOT ALONE!
61
https://sciencegateways.org/
https://sciencegateways.org/engage/bootcamp

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SGCI - Science Gateways Community Institute: Subsidized Services and Consultancy to Facilitate Research on Your Campus

  • 1. Award Number ACI-1547611 Sandra Gesing Center for Research Computing, University of Notre Dame sandra.gesing@nd.edu Advanced Cyberinfrastructure Research & Education Facilitators Virtual Residency 2017, University of Oklahoma August 2, 2017 Science Gateways Community Institute: Subsidized Services and Consultancy to Facilitate Research on Your Campus
  • 2. Science Gateways 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.
  • 3. 3
  • 4. 4 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
  • 5. Gateway users are 77% of active XSEDE users in Q4 2016 5 This is largely due to the CIPRES and I-TASSER gateways, but others are gaining All users Gateways XSEDE users Login
  • 6. Typical Lifecycle of a Science Gateway 6 Early adopters Publicity Wider adoption Funding ends Scientists disillusioned New project prototype
  • 7. Science Gateways Survey 2014 7 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%
  • 8. Science Gateways Survey 2014 8 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
  • 9. Science Gateways Community Institute 9 •  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
  • 10. Incubator Service 10 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
  • 11. 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 20,000 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
  • 12. 12 “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
  • 13. 13 User-Centered Design Goal? §  Ease of use §  Ease of learning §  Satisfaction user-friendly usability
  • 14. 14 User-Centered Design What? interfaces entire systems What are the types of artifacts we design?
  • 15. User-Centered Design Who? 15 Who are the users? What are their goals? needs? mental models? expectations?
  • 16. 16 User-Centered Design Goal: enable users to accomplish their goals with… §  Ease of use §  Ease of learning §  Satisfaction
  • 17. 17 User-Centered Design Why? §  Ease of use §  Ease of learning §  Satisfaction
  • 18. 18 •  Will it help my job performance? •  Is it USEFUL? •  Is it better than the old way? Unified Theory of Acceptance and Use of Technology (UTAUT) Venkatesh et al, 2003
  • 19. 19 Unified Theory of Acceptance and Use of Technology (UTAUT) Venkatesh et al, 2003 •  Easy to use? •  Easy to learn? •  Time-consuming? •  Efficient?
  • 20. 20 Unified Theory of Acceptance and Use of Technology (UTAUT) Venkatesh et al, 2003 •  Can I do this? Do I have knowledge? Support? Resources? •  Does it fit in with my work style?
  • 21. Diffusion of Innovations - Rogers, 1962
  • 22. 22 User-Centered Design Why? Because usability and user experience are predictors of technology adoption.
  • 23. 23 User-Centered Design What can I do? research test iterate
  • 24. 24 Usability Test Spend one hour a week on a usability test and the increase of usability is overproportional!
  • 25. 25 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?
  • 26. Bootcamp at a Glance 26 •  5 full days •  Knowledge dissemination •  Interactivity •  Community formation •  Putting away the normal daily routine •  Homework
  • 27. Incubator Bootcamp – Magic Moments 27 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.
  • 28. Extended Developer Support 28 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
  • 29. Scientific Software Collaborative 29 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
  • 31. Community Engagement and Exchange 31 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
  • 32. 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 – successful 9th anniversary in 2017 •  since 2013: GCE partners with IWSG on yearly special issue 9th IWSG took place 19-21 June 2017 in Poznań, Poland – next year in Edinburgh, Scotland •  since 2015: GCE and IWSG partnering with Australian IWSG-A (International Workshop on Science Gateways – Australia) on yearly special issue 3rd IWSG-A will take place 16-17 October in Brisbane, Australia •  2016: GCE extended to Gateways conference with 120 participants at the first event Gateways 2017 will take place 23–25 October 2017 in Ann Arbor, Michigan,USA
  • 33. Workforce Development 33 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
  • 34. Opportunities 34 •  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
  • 35. 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,… 35
  • 36. 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 36
  • 37. Your Campus 37 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.
  • 38. YOU ARE NOT ALONE! 38 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?
  • 39. Sustainability via On-Campus Teams 39 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
  • 40. Sustainability via On-Campus Teams 40 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
  • 41. Sustainability via On-Campus Teams 41 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
  • 42. 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 42
  • 43. 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 •  … 43
  • 44. 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 44
  • 45. 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. 45
  • 46. 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. 46
  • 47. 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… 47
  • 48. 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. 48
  • 49. 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 49
  • 50. 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 50
  • 51. Funding Mechanisms – External Resources Now is the right time – Get support from SGCI via diverse services! 51
  • 52. 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 52
  • 53. 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) 53
  • 54. 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 … 54
  • 55. •  Deans? •  Department chairs? •  HPC colleagues? •  Web developers? •  Gateway group? 55 Identify key contacts and evangelists on your campus
  • 56. 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, …)? 56
  • 57. Role Play 57 Devil’s advocate Ask for free resources!
  • 58. Role Play 58 It will be painful… but beneficial to put yourself in this role
  • 59. Scenario 59 NSF offers funding for three years for a “cyberpractitioner”: first year 80%, second year 50%, third year 20%. You would like to use the funding for a usability specialist. Ask the dean (Henry)!
  • 61. YOU ARE NOT ALONE! 61 https://sciencegateways.org/ https://sciencegateways.org/engage/bootcamp