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From collaboration tool to semantic e-record: The evolving role of the Electronic Laboratory Notebook (ELN)

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From collaboration tool to

semantic e-record: The evolving

role of the Electronic

Laboratory Notebook (ELN)

James D. Myers1, Charles E. Arp2, Tara Talbott3, and

Michael Peterson3

1National Center for Supercomputing Applications 2Battelle

3Pacific Northwest National Laboratory

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The ELN

Secure, shared Web/Java-based system

Hierarchical

Chapters/Pages/Notes

Editors including file upload, sketch, text, equations, forms, screen capture, (instruments, Word, …)

Interactive views of data

Add/View/Search Notes

Extensible via Editor/Viewer APIs
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ELN in Nature

http://www.nature.com/news/2005/050704/full/436020a.html

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A Scientific Content Repository

Vision

Notebooks today are just one view of the scientific record

Applications contribute data, metadata, and

relationships directly

We should aspire to go beyond the current paper notebook paradigm and develop systems that can reintegrate notes, data, literature, derived

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From the DOE Data Management Workshops Report:

“… the data management challenge for systems-oriented research is not simply about data volume. More critical is the fact that the data involved are produced by multiple techniques, at multiple

locations, in different formats and then analyzed under differing assumptions and according to

different theoretical models.”

Local sample prep, use of a national beam line, comparison with a HPC model…
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Scientific Annotation Middleware

A layered middleware designed to manage data annotations and semantic relationships.

Built on the Jakarta Slide content management system which uses the webDAV protocol for managing data and metadata.

Metadata Services Layer

– Property Generation from binary/ASCII/xml files – Dynamic Virtual Translations

– Server generated Properties and Relationships

Semantic Services Layer

– RDF/GXL Pedigree Generation

Notebook Services Layer
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ELN as part of a comprehensive system with simple on-ramps

Binary Æ XML Æ Properties

Translation of Chemistry Data

SAM-based Electronic Notebook

CMCS Portal/Pedigree Browser Fortran Application ‘Local Disk’ DataGrid DAV DAV+ JMS ELN ECCE
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Notebooks and Portals on

Distributed Scientific Content Systems

Lab/Community Information Management Systems

Semantic Grids
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Client-Server adaptations for

Notebook functionality

Encapsulation of the ELN’s client-server functionality

Dynamic determination of server information

Notebook retrieval and submission

Notebook configuration

Leveraging SAM

– Relationships/ data provenance – DASL based Search

– JMS services, email notifications – Viewer API == Sam translations – Instrument API == webDAV

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Digital Signatures @ PNNL

Entrust used in a growing number of desktop/web applications:

– Secure Email – Timecards

– Travel reporting – …

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XML Digital Signature Standard

Implemented by Entrust

Integrated into ELN

Enables signature validation by other software
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Total Records Information

Management(TRIM) @ PNNL

• This electronic document and records management system manages the full lifecycle (creation to final disposition) of record and non-record information.

Access Control

– The TRIM application is available to all PNNL staff. Although staff can install TRIM, through the use of access control and security measures, they cannot get to the data stored in the database without being granted specific access and

permissions.

TRIM Metadata

– As the document is registered, TRIM automatically applies metadata tags such as the date created, who created it, who is responsible for the document, a retention schedule, a file classification and other searchable fields.

Current TRIM Usage

– At the beginning of CY04 there were over 250 users and 1.1 million documents in TRIM. This encompasses over 10 departments and more than 20 projects.

Web Services

– PNNL and collaborators have developed web service interfaces for TRIM enabling other applications to directly archive information

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ELN/TRIM integration

SAM records notebook metadata containing necessary project info.

SAM tracks changes to notebook and translation configuration.

Export – XML Document(s) containing all notebook data/metadata as well as important server information.

Many discussions about archiving model

– Current plan is to only archive notebook when it is complete and finalized.

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Records Mgmt interest @ PNNL/Battelle

History of engagement in the Environmental Molecular Sciences Laboratory (EMSL)

CENSA Experience

Ongoing technical discussions with PNNL IT (operations) department

Recent interest from Battelle Records Mgmt Office (via Charlie)

– E-notebook tech background research

– Industry surveys (CENSA LAGER, Atrium) – Legal issues, mock trial? …

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Summary

– What has been important to get to this point?

• Tech experience& mgmt experience are key

• Existing ELN use as a collaboration/productivity tool in EMSL/PNNL/world

• Issues abound but teamwork works (DOE SciDAC/NSF Cyberinfrastructure)

• Combination of cost savings/efficiency and better science arguments

– What’s still hard?

• Legal uncertainty

• Market uncertainty

• Broad definition of notebooks

• Coupling to specific science domains/specific databases/archives

• Lack of ‘basic research’ support

• Lack of standards (not necessarily e-notebook specific) and open source implementations

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Resources/Acknowledgments

• Collaboratory.pnl.gov

• www.sicdac.org/SAM/

• Eln.sourceforge.net

• Sam.sourceforge.net

• Re-Integrating The Research Record, James D. Myers, Alan R. Chappell, Matthew Elder, Al Geist, Jens Schwidder, Computing in Science and Engineering, May/June 2003

• SAM coauthors and colleagues

• U.S. Department of Energy

• Pacific Northwest National Laboratory

• NCSA/National Science Foundation

Mathematical, Information and Computational Sciences Division of the Office of Science

References

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