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Bridging Gaps and
Broadening Participation in
Today's and Future
Research Computing
Ecosystem
Sandra Gesing
sandra.gesing@nd.edu
http://sandra-gesing.com/
May 20, 2021
Research
Computing
Increased
complexity of
Today’s research
questions
Hardware and
software
Skills required
Greater need for
openness and
reproducibility
Driving policy
questions
Interdisciplinary
distributed projects
Opportunity to
integrate
research with
teaching
Better workforce
preparation
Increased
complexity of
Today’s research
questions
Hardware and
software
Skills required
Greater need for
openness and
reproducibility
Driving policy
questions
Interdisciplinary
distributed projects
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
Research
Computing
Lab Instruments
High-speed networks
Research Software
Web-based
agile frameworks
Distributed data and
computing infrastructures
Data and Compute-intensive
Problems
Research
Computing
Lab Instruments
High-speed networks
Research Software
Web-based
agile frameworks
Distributed data and
computing infrastructures
Data and Compute-intensive
Problems
Research
Computing
Lab Instruments
High-speed networks
Research Software
Web-based
agile frameworks
Distributed data and
computing infrastructures
Data and Compute-intensive
Problems
Need for science gateways
Research
Computing
Lab Instruments
High-speed networks
Research Software
Web-based
agile frameworks
Distributed data and
computing infrastructures
Data and Compute-intensive
Problems
Research
Computing
Science
Gateways
Science
Gateways
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
Science
Gateways
Examples
Science
Gateways and
Research
Software
Usability
Reproducibility and Re-usability
Interoperability
Sustainability
PresQT
CUE4CHNG H4F
VisDict
Usability
“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
Reproducibility
Replicability
“Reproducibility means
obtaining consistent
computational results
using the same input
data, computational
steps, methods, code,
and conditions of
analysis. Replicability
means obtaining
consistent results across
studies aimed at
answering the same
scientific question, each
of which has obtained
its own data.”
https://www.slideshare.net/carolegoble/what-is-reproducibility-gobleclean
Re-usability
“The key to productivity
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
https://phys.org/news/2019-05-replicability-science.html
Interoperability
“capability to communicate, execute programs, or
transfer data among various functional units in a
manner that requires the user to have little or no
knowledge of the unique characteristics of those
units”
ISO/EIC 2382 Information Technology Vocabulary
“the ability of two or more systems or
components to exchange information and to use
the information that has been exchanged”
IEEE Standard Computer Dictionary: A Compilation of IEEE Standard Computer Glossaries
Sustainability
Sustainability means that
the software you use today will be
available - and continue to be
improved and supported –
in the future.
Software Sustainability Institute
Typical Lifecycle of a
Science Gateway
Project
YOU ARE NOT
ALONE!
https://sciencegateways.org/
Longer term
support engagements
Diverse expertise
on demand
Software and visibility
for gateways
Information exchange
in a community
environment
Student opportunities and
more stable career paths
Gesing, S., Wilkins-Diehr, N., Dahan, M., Lawrence, K., Zentner, M., Pierce, M., Hayden, L.B., and Marru, S.
"Science Gateways: The Long Road to the Birth of an Institute" Proc. of HICSS-50 (50th Hawaii International
Conference on System Sciences), 4-7 January 2017, Hilton Waikoloa, HI, USA, http://hdl.handle.net/10125/41919
• Hands-on Development Support
• Usability Design / Analysis
• Operations & Sustainability Advice from Consultants
• Cybersecurity Consulting
• Catalog of Gateways & Software
• Website Resources & Materials
• Webinar Series
• Gateway Focus Week
• Student-focused Internship and
Hackathon Programs
• Certificate / Educational
Programs
• Partner Program
• Affiliates Program
• Ambassador Programs
• Blog, News & Job Postings
• Community Forum
• Annual Conference
• Outreach
HUBzero instances world wide
HUBzero users world wide
Lessons learned:
Approaches should be
technology agnostic, using APIs
and standard web technologies
OR deliver a complete solution
Community Engagement is key
• Widely used complete frameworks (HUBzero, Open Science Framework, Galaxy,
Globus Data Portal, etc.)
• RESTful APIs and support of multiple programming languages in widely used
frameworks (Apache Airavata, TAPIS, etc.)
• Reused interface implementations (CIPRES, etc.)
• Science gateways as a service with provision of hardware in the background
(SciGap, etc.)
Science Gateway Technologies
Ambassador
Programs
A program to support those who would like to
promote gateways for research and education—
bridging the gaps for communities to accelerate
their research and teaching
Science Ambassadors
Gateway Ambassadors
Gateway Ambassadors serve as community
builders, making connections between
people, experts, and resources.
Gesing, S., Lawrence, K., Dahan, M., Pierce, M.E., Wilkins-Diehr, N. and Zentner, M. "Science gateways:
Sustainability via on-campus teams", Future Generation Computer Systems, volume 94, pages 97-102, May 2019.
Collaborations on
Science Gateways Make
Challenges Less Steep
• 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
Community
Building
Do you want to share advanced
software or digital products for
research or teaching?
You probably benefit from a science
gateway!
Community
Building
Do you need people with
knowledge about data
preservation, data lifecycle, and
with programming skills?
Digital librarians are probably a
great fit for this skill set.
Community
Building
Do you need people with
knowledge about machine
learning, meta-data,
ontologies, statistics?
Data scientists are probably a
great fit for this skill set.
Community
Building
Do you need people with
knowledge about how to access
HPC resources, VMs,
containerization, distributed data
management?
HPC specialists are probably
a great fit for this skill set.
Community
Building
Do you need people with
knowledge about project
management, marketing,
outreach?
Business specialists are
probably a great fit for this
skill set.
Gateway
Ambassadors
Members of a professional
community
• Community activities
• learning from peers
• sharing information
• Ambassador activities
• meeting with individuals
• hosting awareness sessions
What are the Gaps in the
Current Community
Building Landscape?
Gateway Ambassadors
can fill gaps as
community builders!
SGCI can fill gaps on
expertise and services!
2834 196
289 623
Attendees at SGCI Events Letters of Collaboration
Publicly Available Research Products Gateway Catalog Entries
681 (469)
Faculty and Students Receiving Support
(Underrepresented)
121
Consultations
SGCI in numbers after 4.5 years
Impact Our clients collectively have
over 17,000 publications,
over 2,000 since our
engagement.
Our clients’ publications
have over 680,000 citations,
with over 190,000 since
engagement.
Our clients’ gateways have
been cited more than 47,100
times.
HUBzero
• Open source platform
• Development
• Hosting services
• 60+ Hubs
• 2 million visitors worldwide
Gesing, S. et al. "HUBzero®: Novel Concepts Applied to Established Computing Infrastructures to Address
Communities’ Needs" PEARC '19: Proceedings of the Practice and Experience in Advanced Research Computing on
Rise of the Machines (learning), Chicago, IL, 2019, July 28 - August 1, 2019
HUBzero
History:
Operating
Model Path
1996
PUNCH
(precursor
to
nanoHUB)
2002
NSF
funding for
nanoHUB
2007
Spin-out of
HUBzero
from
nanoHUB
2015
Diversifi-
cation,
self-funded
sustain-
ability
2019
Move from
Purdue to
San Diego
Supercomp
uter Center
(SDSC)
HUBzero
History:
Key Team
Enablers
1996
Vision
(Mark
Lundstrom)
2002
Vertical
Expansion
(Gerhard
Klimeck)
2007
Horizontal
Expansion
(Michael
McLennan)
2015
Business
Transition
(Michael
Zentner)
2019
Move
(Michael
Zentner)
HUBzero
• Open source platform
• Development
• Hosting services
• 60+ Hubs
• 2 million visitors worldwide
Worldwide nanoHUB activity over a 24-hour period
HUBzero
• Open source platform
• Development
• Hosting services
• 60+ Hubs
• 2 million visitors worldwide
HUBzero
• Open source platform
• Development
• Hosting services
• 60+ Hubs
• 2 million visitors worldwide
HUBzero
• Open source platform
• Development
• Hosting services
• 60+ Hubs
• 2 million visitors worldwide
HUBzero
• Open source platform
• Development
• Hosting services
• 60+ Hubs
• 2 million visitors worldwide
MyGeoHub
This hub supports the geospatial modeling, data analysis and visualization
needs of the broad research and education communities.
HUBzero
• Open source platform
• Development
• Hosting services
• 60+ Hubs
• 2 million visitors worldwide
MyGeoHub
Simple-G-US and SWATShare via GABBs
HUBzero
• Open source platform
• Development
• Hosting services
• 60+ Hubs
• 2 million visitors worldwide
MyGeoHub
Simple-G-US and SWATShare via GABBs
HUBzero
• Build communities
• Use & Publish tools
• Jupyter Notebooks
• Linux Apps
• RStudio
• Web Apps
NOT reinventing the wheel
• Publish Research
HUBzero
• Build communities
• Use & Publish tools
• Jupyter Notebooks
• Linux Apps
• RStudio
• Web Apps
NOT reinventing the wheel
Getting new features more
easily
• Publish Research
HUBzero in 2021 • 20 full time software professionals
specializing in:
• Cybersecurity
• Web programming
• User experience design
• Scientific application development
• Analytics
• Middleware
• High performance computing
• System administration
• Customer service
• Entirely self funded
Even with success we
must continue to innovate
new business models,
partnerships, delivery
capabilities, and service
architectures and
continue to address
additional research
domains.
Research
Software
http://doi.org/10.5281/zenodo.843607
> 50% neither formal nor informal training
in software engineering
Lack of career paths in the US
Lack of incentives to stay in academia
and/or national labs
URSSI
Conceptualizing a US
Research Software Sustainability
Institute
NSF made 18,592 awards totaling $9.6 billion
(1995 – 2016) that topically reference “software” in
their abstracts
URSSI
Conceptualizing a US
Research Software Sustainability
Institute
Conceptualize (plan) a US
Research Software Sustainability
Institute
Cut across existing activities
funded by NSF and beyond
Directly and indirectly positively
impact all software development
and maintenance projects
Focus on the entire research
software ecosystem, including the
people who create, maintain, and
use research software
Outputs:
• Eager supportive & inclusive community
• Concrete institute plan configured to offer
valued services
URSSI
Conceptualizing a US
Research Software Sustainability
Institute
• Workshops
• Survey
• Ethnographic studies
• Winterschool
• Communication and outreach
Through all activities, iteratively build on existing, extensive
understanding of the challenges for sustainable software and its
developers
Carver, J., Gesing, S., Katz, D.S., Ram, K. and Weber, N. "Conceptualization of a US Research Software Sustainability Institute (URSSI)" IEEE Computing in Science
& Engineering, Volume: 20, Issue: 3, pp. 4-9, 2018, DOI: 10.1109/MCSE.2018.03221924
URSSI
Conceptualizing a US
Research Software Sustainability
Institute
Supporting
Software
Supporting
People
Supporting the
community
Science &
research
impact
Development Support
(consulting & short term
small project support)
X X
Incubator (technology
advice, business planning,
usability advice, etc.)
X X
Training (courses & guides) X X X
Policy (research &
campaigns)
X X X
Community (fellowships,
workshops, blogs, website)
X X X X
URSSI
Conceptualizing a US
Research Software Sustainability
Institute
https://plan.urssi.us/index.html
US-RSE
US Research Software Engineer
Association
Movement and Term: Born in the UK
• 2012 SSI’s Collaborations Workshop -
“Research Software Engineer”
• Late 2013 UKRSE Association forms
• Since 2019 Society of Research Software
Engineering
US-RSE
US Research Software Engineer
Association
More countries followed the concept
• Australia/New Zealand
• Belgium
• Germany
• The Netherlands
• Nordic
US-RSE
US Research Software Engineer
Association
• US: Winter 2017-2018
• US Survey of RSEs: ~175 responses
• 12 responded with interest to build a
national community
• UK Sponsored 1st International RSE Leaders
Meeting
• 5 US delegates
• Jan-Feb 2018: US-RSE Slack workspace and
first website go live
• Building of steering committee
US-RSE
US Research Software Engineer
Association
Mission
Community
Create a professional community to share
knowledge, connections, and resources
Advocacy
Promote RSEs impact on research,
highlighting the critical and valuable role
RSEs serve
Resources
Access to information and material to
support individuals and RSE groups
Carver, J., Cosden, I., Hill, C., Gesing, S., Katz, D.S. Sustaining Research Software via Research Software Engineers
and Professional Associations ICSE 2021 BokSS Workshop, June 2021, arXiv:2103.01880 [cs.SE]
US-RSE
US Research Software Engineer
Association
• Newsletters
• Community calls
• Working groups
• Diversity, Equity and Inclusion
• Speaker series
• Book club
• Website
• Education and Training
• Workshops
US-RSE
US Research Software Engineer
Association
https://us-rse.org/virtual-workshop-2021/
PresQT
Preservation
Quality Tool
Bridging the Gap to Data and
Software Sharing
PresQT
Preservation
Quality Tool
Bridging the Gap to Data and
Software Sharing
Researchers
“the local academic community struggles to effectively manage
its assets which manifested itself in a number of challenges, and
as for researchers, they lacked storage capacity and data
curation processes, and the institution lacked standard metadata
and indexing technologies, as well as tools that would support
the whole research workflow” - Digital Asset Strategy
Committee, DigitalND, 2011
Libraries
Typically, data curation happens retroactively, and as a result
data is either not captured at all or available metadata is
incomplete.
Lifecycle of Research Projects
Selection/
development of
tools
Data
assembling/
creating
Reports
Preservation of
Data
Funding ends
New
project
Work-intensive and
too late in the lifecycle
Target Lifecycle of Research Projects
Selection/
development of
tools
Data
assembling/
creating
Reports
Preservation of
Data
Funding ends
New
project
EASY
STEP!!!
(ideally)
Assure quality
of data
Assure
quality
of data
PresQT
PresQT
Preservation
Quality Tool
Bridging the Gap to Data and
Software Sharing
Researchers
“the local academic community struggles to effectively manage
its assets which manifested itself in a number of challenges, and
as for researchers, they lacked storage capacity and data
curation processes, and the institution lacked standard metadata
and indexing technologies, as well as tools that would support
the whole research workflow” - Digital Asset Strategy
Committee, DigitalND, 2011
Libraries
Typically, data curation happens retroactively, and as a result
data is either not captured at all or available metadata is
incomplete.
Pressures from the Outside
“...digitally formatted scientific data resulting from unclassified
research supported wholly or in part should be stored and
publicly accessible to search, retrieve, and analyze.” - White
House OSTP Public Access Memo, Feb. 2013
PresQT
PresQT
Preservation
Quality Tool
Bridging the Gap to Data and
Software Sharing
• Findable
• Accessible
• Interoperable
• Reusable
Research Data Management Archipelago
LuxTonnerre
PresQT Stakeholder Engagement
LuxTonnerre
Collaborative Effort
An implementation grant and previous planning
grant funded effort to address needs for
preserving data and software. The goal is to
collaboratively design, develop, and connect
interoperable and repository agnostic Data and
Software Preservation Quality Tools.
Gesing, S., Meyers, N., Johnson, R. and Wang, J. PresQT – Services to Improve Re-use and FAIRness of Research
Data and Software. Collaborations Workshop 21, March 30 - April 1, 2021
PresQT
Acknowledgements
•Funded Subawardees
• Sheridan Libraries, John Hopkins University
• NDS
• UC San Diego Library
• HUBzero team
• Yale University Library
•Collaborators and Testing Partners
• Libraries at Amherst College, Fontbonne University,
Tuskegee University, Confederation of Open Access
Repositories (COAR)
• ReproZip, Jupyter, CERN, RDA grous
• Midwest Big Data Hub, Science Gateways
Community Institute, URSSI, Center for Open
Science, Data Curation Network, Software
Preservation Network
• Workshops
• Data Futures: Preserving Annotation with Peter
Cornwell
• SDSC: David Valentine and Ilya Zaslavsky
• Mark Wilkinson: FAIR Evaluation Services
• Daniel Clarke and Avi Ma’ayan FAIRShake ,
Assessment Rubrics
Collaborative Effort
• Will it help my job
performance?
• Is it USEFUL?
• Is it better than the old
way?
• Easy to use?
• Easy to learn?
• Time-consuming?
• Efficient?
• Can I do this? Do I have
knowledge? Support?
Resources?
• Does it fit in with my
work style?
Unified Theory of Acceptance and Use of Technology (UTAUT) Venkatesh et al, 2003
Collaborative Effort
Concept
• not standalone solutions
• partner systems and services easily integrable via RESTful
APIs and services
• user-centered open design and collaborative development
PresQT
Connects and
Enhances
PresQT
Connects and
Enhances
• Configure additional partner systems via JSON and Python
• Check fixity via hash algorithms
• Add metadata via JSON
• Transfer in BagIt format
• Enhance keywords
• Check available tools via EaaSI
• Check FAIRness of research objects
CUE4CHNG
CUE4CHNG
Focus groups
(102
participants)
Surveys (over
400 participants
by now)
Collection of
course catalogue
content
(over 10,000
records)
Data on over
3,000 syllabi
Methods
• Science gateway based on HUBzero
• Web scrape toolkit based on Scrapy Python
framework
• Second toolkit based on Python's Pdfminer framework
seeks for sets of pedagogical keywords in syllabi
• Torrance test for creativity
• Descriptive statistics
• Pearson’s chi-squared test to determine
homogeneity of responses by demographic
• a Kruskal-Wallis H test was used in lieu of ANOVA
to examine averages between groups preferring
difference means of representing information
Example for preliminary results:
Female students expressed a stronger preference
for some sort of image than did male students,
and male participants were more likely to
express a preference for an equation.
VisDict
Visual Dictionaries for Enhancing
the Communication between
Domain Scientists and
Scientific Workflow Providers
12181 acatttctac caacagtgga tgaggttgtt
ggtctatgtt ctcaccaaat ttggtgttgt 12241
cagtctttta aattttaacc tttagagaag agtcatacag
tcaatagcct tttttagctt 12301 gaccatccta
atagatacac agtggtgtct cactgtgatt ttaatttgca
ttttcctgct 12361 gactaattat gttgagcttg
ttaccattta gacaacttca ttagagaagt gtctaatatt
12421 taggtgactt gcctgttttt ttttaattgg
gatcttaatt tttttaaatt attgatttgt 12481
aggagctatt tatatattct ggatacaagt tctttatcag
atacacagtt tgtgactatt 12541 ttcttataag
tctgtggttt ttatattaat gtttttattg atgactgttt
tttacaattg 12601 tggttaagta tacatgacat
aaaacggatt atcttaacca ttttaaaatg taaaattcga
12661 tggcattaag tacatccaca atattgtgca
actatcacca ctatcatact ccaaaagggc 12721
atccaatacc cattaagctg tcactcccca atctcccatt
ttcccacccc tgacaatcaa 12781 taacccattt
tctgtctcta tggatttgcc tgttctggat attcatatta
atagaatcaa
Workflows
A sequence of connected steps in a defined order
based on their control and data dependencies
VisDict
Visual Dictionaries for Enhancing
the Communication between
Domain Scientists and
Scientific Workflow Providers
Workflows
A sequence of connected steps in a defined order
based on their control and data dependencies
Computational workflow systems serve
research domains
VisDict
Visual Dictionaries for Enhancing
the Communication between
Domain Scientists and
Scientific Workflow Providers
VisDict
Visual Dictionaries for Enhancing
the Communication between
Domain Scientists and
Scientific Workflow Providers
VisDict
Visual Dictionaries for Enhancing
the Communication between
Domain Scientists and
Scientific Workflow Providers
Why VisDict?
Creation of workflows requires an
understanding of the targeted problem and
can be a labor-intensive and error-prone
process.
Communication one source of error
• scientific background
• native language
• culture of the researchers
For natural languages often translators are
involved – translation between domains has
a lack of tools
VisDict
Visual Dictionaries for Enhancing
the Communication between
Domain Scientists and
Scientific Workflow Providers
“A picture is worth a thousand words.”
Activities
• Surveys
• Dictionary as a
service
• Science gateway
Chicago
Hopes for Kids
4 Foundations
Division
H4F
Chicago
Hopes for Kids
4 Foundations
Division
H4F Raj Chetty, The Equality of Opportunity Project, Stanford University
“Lost Einsteins”, Innovation and Opportunity in America
• Innovation fuels economic growth
• It has slowed down in the US since 1970s
• Because of inequality the US may have
missed millions of innovators
Lost Einsteins…
Chicago
Hopes for Kids
4 Foundations
Division
H4F
National Model for Long-Term Support of High-
Potential Kids in Unstable Housing
• 7 Continents in 7 Weeks
• The World of Computing
• Science gateway
Lost Einsteins…
Chicago
Hopes for Kids
4 Foundations
Division
H4F
National Model for Long-Term Support of High-
Potential Kids in Unstable Housing
• 7 Continents in 7 Weeks
• The World of Computing
• Science gateway
Lost Einsteins…
Chicago
Hopes for Kids
4 Foundations
Division
H4F
National Model for Long-Term Support of High-
Potential Kids in Unstable Housing
• 7 Continents in 7 Weeks
• The World of Computing
• Science gateway
Lost Einsteins…
Outlook
Science Gateways
• Broader engagement
• Education with K12
• More citizen science
• Accessibility
• More open available methods
• Novel computing architectures
• Quantum computing
• Social sciences
• Machine learning
• Virtual reality
Gesing, S., et al. "A Vision for Science Gateways: Bridging the Gap and Broadening the Outreach" In
Practice and Experience in Advanced Research Computing (PEARC ’21), July 18–22, 2021, Virtual
Conference, ACM, New York, NY, USA, 8 pages, to appear.
Outlook
Changing
Academic Culture
• Centers of Excellence
• Community of Communities
• RSEs
• HPC Facilitators
• Research Computing Professionals
• Research Data Professionals
Katz, D. S., McInnes, L.C., Bernholdt, D.E., Mayes, A.C., Hong, N.P.C, Duckles, J., Gesing, S., Heroux, M.A., Hettrick,
S., Jimenez, R.C., Pierce, M., Weaver, B. and Wilkins-Diehr, N. Community Organizations: Changing the Culture in
Which Research Software Is Developed and Sustained. Computing in Science & Engineering,
Acknowledgements
PresQT
CUE4CHNG
H4F
VisDict
My colleagues and collaborators
Acknowledgements
PresQT
CUE4CHNG
H4F
VisDict
My colleagues and collaborators
Sandra Gesing
PresQT
CUE4CHNG H4F
sandra.gesing@nd.edu
http://sandra-gesing.com/
VisDict
Thanks!
Sandra Gesing
Thanks!
PresQT
CUE4CHNG H4F
sandra.gesing@nd.edu
http://sandra-gesing.com/
VisDict

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Bridging Gaps and Broadening Participation in Today's and Future Research Computing Ecosystem

  • 1. Bridging Gaps and Broadening Participation in Today's and Future Research Computing Ecosystem Sandra Gesing sandra.gesing@nd.edu http://sandra-gesing.com/ May 20, 2021
  • 2. Research Computing Increased complexity of Today’s research questions Hardware and software Skills required Greater need for openness and reproducibility Driving policy questions Interdisciplinary distributed projects Opportunity to integrate research with teaching Better workforce preparation
  • 3. Increased complexity of Today’s research questions Hardware and software Skills required Greater need for openness and reproducibility Driving policy questions Interdisciplinary distributed projects 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 Research Computing
  • 4. Lab Instruments High-speed networks Research Software Web-based agile frameworks Distributed data and computing infrastructures Data and Compute-intensive Problems Research Computing
  • 5. Lab Instruments High-speed networks Research Software Web-based agile frameworks Distributed data and computing infrastructures Data and Compute-intensive Problems Research Computing
  • 6. Lab Instruments High-speed networks Research Software Web-based agile frameworks Distributed data and computing infrastructures Data and Compute-intensive Problems Need for science gateways Research Computing
  • 7. Lab Instruments High-speed networks Research Software Web-based agile frameworks Distributed data and computing infrastructures Data and Compute-intensive Problems Research Computing
  • 9. Science Gateways 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. Science Gateways and Research Software Usability Reproducibility and Re-usability Interoperability Sustainability PresQT CUE4CHNG H4F VisDict
  • 12. Usability “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
  • 13. Reproducibility Replicability “Reproducibility means obtaining consistent computational results using the same input data, computational steps, methods, code, and conditions of analysis. Replicability means obtaining consistent results across studies aimed at answering the same scientific question, each of which has obtained its own data.” https://www.slideshare.net/carolegoble/what-is-reproducibility-gobleclean Re-usability “The key to productivity 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 https://phys.org/news/2019-05-replicability-science.html
  • 14. Interoperability “capability to communicate, execute programs, or transfer data among various functional units in a manner that requires the user to have little or no knowledge of the unique characteristics of those units” ISO/EIC 2382 Information Technology Vocabulary “the ability of two or more systems or components to exchange information and to use the information that has been exchanged” IEEE Standard Computer Dictionary: A Compilation of IEEE Standard Computer Glossaries
  • 15. Sustainability Sustainability means that the software you use today will be available - and continue to be improved and supported – in the future. Software Sustainability Institute
  • 16. Typical Lifecycle of a Science Gateway Project
  • 17. YOU ARE NOT ALONE! https://sciencegateways.org/ Longer term support engagements Diverse expertise on demand Software and visibility for gateways Information exchange in a community environment Student opportunities and more stable career paths Gesing, S., Wilkins-Diehr, N., Dahan, M., Lawrence, K., Zentner, M., Pierce, M., Hayden, L.B., and Marru, S. "Science Gateways: The Long Road to the Birth of an Institute" Proc. of HICSS-50 (50th Hawaii International Conference on System Sciences), 4-7 January 2017, Hilton Waikoloa, HI, USA, http://hdl.handle.net/10125/41919
  • 18. • Hands-on Development Support • Usability Design / Analysis • Operations & Sustainability Advice from Consultants • Cybersecurity Consulting • Catalog of Gateways & Software • Website Resources & Materials • Webinar Series • Gateway Focus Week • Student-focused Internship and Hackathon Programs • Certificate / Educational Programs • Partner Program • Affiliates Program • Ambassador Programs • Blog, News & Job Postings • Community Forum • Annual Conference • Outreach
  • 19. HUBzero instances world wide HUBzero users world wide Lessons learned: Approaches should be technology agnostic, using APIs and standard web technologies OR deliver a complete solution Community Engagement is key • Widely used complete frameworks (HUBzero, Open Science Framework, Galaxy, Globus Data Portal, etc.) • RESTful APIs and support of multiple programming languages in widely used frameworks (Apache Airavata, TAPIS, etc.) • Reused interface implementations (CIPRES, etc.) • Science gateways as a service with provision of hardware in the background (SciGap, etc.) Science Gateway Technologies
  • 20. Ambassador Programs A program to support those who would like to promote gateways for research and education— bridging the gaps for communities to accelerate their research and teaching Science Ambassadors Gateway Ambassadors Gateway Ambassadors serve as community builders, making connections between people, experts, and resources. Gesing, S., Lawrence, K., Dahan, M., Pierce, M.E., Wilkins-Diehr, N. and Zentner, M. "Science gateways: Sustainability via on-campus teams", Future Generation Computer Systems, volume 94, pages 97-102, May 2019.
  • 21. Collaborations on Science Gateways Make Challenges Less Steep • 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
  • 22. Community Building Do you want to share advanced software or digital products for research or teaching? You probably benefit from a science gateway!
  • 23. Community Building Do you need people with knowledge about data preservation, data lifecycle, and with programming skills? Digital librarians are probably a great fit for this skill set.
  • 24. Community Building Do you need people with knowledge about machine learning, meta-data, ontologies, statistics? Data scientists are probably a great fit for this skill set.
  • 25. Community Building Do you need people with knowledge about how to access HPC resources, VMs, containerization, distributed data management? HPC specialists are probably a great fit for this skill set.
  • 26. Community Building Do you need people with knowledge about project management, marketing, outreach? Business specialists are probably a great fit for this skill set.
  • 27. Gateway Ambassadors Members of a professional community • Community activities • learning from peers • sharing information • Ambassador activities • meeting with individuals • hosting awareness sessions
  • 28. What are the Gaps in the Current Community Building Landscape? Gateway Ambassadors can fill gaps as community builders! SGCI can fill gaps on expertise and services!
  • 29. 2834 196 289 623 Attendees at SGCI Events Letters of Collaboration Publicly Available Research Products Gateway Catalog Entries 681 (469) Faculty and Students Receiving Support (Underrepresented) 121 Consultations SGCI in numbers after 4.5 years
  • 30. Impact Our clients collectively have over 17,000 publications, over 2,000 since our engagement. Our clients’ publications have over 680,000 citations, with over 190,000 since engagement. Our clients’ gateways have been cited more than 47,100 times.
  • 31. HUBzero • Open source platform • Development • Hosting services • 60+ Hubs • 2 million visitors worldwide Gesing, S. et al. "HUBzero®: Novel Concepts Applied to Established Computing Infrastructures to Address Communities’ Needs" PEARC '19: Proceedings of the Practice and Experience in Advanced Research Computing on Rise of the Machines (learning), Chicago, IL, 2019, July 28 - August 1, 2019
  • 32. HUBzero History: Operating Model Path 1996 PUNCH (precursor to nanoHUB) 2002 NSF funding for nanoHUB 2007 Spin-out of HUBzero from nanoHUB 2015 Diversifi- cation, self-funded sustain- ability 2019 Move from Purdue to San Diego Supercomp uter Center (SDSC)
  • 34. HUBzero • Open source platform • Development • Hosting services • 60+ Hubs • 2 million visitors worldwide Worldwide nanoHUB activity over a 24-hour period
  • 35. HUBzero • Open source platform • Development • Hosting services • 60+ Hubs • 2 million visitors worldwide
  • 36. HUBzero • Open source platform • Development • Hosting services • 60+ Hubs • 2 million visitors worldwide
  • 37. HUBzero • Open source platform • Development • Hosting services • 60+ Hubs • 2 million visitors worldwide
  • 38. HUBzero • Open source platform • Development • Hosting services • 60+ Hubs • 2 million visitors worldwide MyGeoHub This hub supports the geospatial modeling, data analysis and visualization needs of the broad research and education communities.
  • 39. HUBzero • Open source platform • Development • Hosting services • 60+ Hubs • 2 million visitors worldwide MyGeoHub Simple-G-US and SWATShare via GABBs
  • 40. HUBzero • Open source platform • Development • Hosting services • 60+ Hubs • 2 million visitors worldwide MyGeoHub Simple-G-US and SWATShare via GABBs
  • 41. HUBzero • Build communities • Use & Publish tools • Jupyter Notebooks • Linux Apps • RStudio • Web Apps NOT reinventing the wheel • Publish Research
  • 42. HUBzero • Build communities • Use & Publish tools • Jupyter Notebooks • Linux Apps • RStudio • Web Apps NOT reinventing the wheel Getting new features more easily • Publish Research
  • 43. HUBzero in 2021 • 20 full time software professionals specializing in: • Cybersecurity • Web programming • User experience design • Scientific application development • Analytics • Middleware • High performance computing • System administration • Customer service • Entirely self funded Even with success we must continue to innovate new business models, partnerships, delivery capabilities, and service architectures and continue to address additional research domains.
  • 44. Research Software http://doi.org/10.5281/zenodo.843607 > 50% neither formal nor informal training in software engineering Lack of career paths in the US Lack of incentives to stay in academia and/or national labs
  • 45. URSSI Conceptualizing a US Research Software Sustainability Institute NSF made 18,592 awards totaling $9.6 billion (1995 – 2016) that topically reference “software” in their abstracts
  • 46. URSSI Conceptualizing a US Research Software Sustainability Institute Conceptualize (plan) a US Research Software Sustainability Institute Cut across existing activities funded by NSF and beyond Directly and indirectly positively impact all software development and maintenance projects Focus on the entire research software ecosystem, including the people who create, maintain, and use research software Outputs: • Eager supportive & inclusive community • Concrete institute plan configured to offer valued services
  • 47. URSSI Conceptualizing a US Research Software Sustainability Institute • Workshops • Survey • Ethnographic studies • Winterschool • Communication and outreach Through all activities, iteratively build on existing, extensive understanding of the challenges for sustainable software and its developers Carver, J., Gesing, S., Katz, D.S., Ram, K. and Weber, N. "Conceptualization of a US Research Software Sustainability Institute (URSSI)" IEEE Computing in Science & Engineering, Volume: 20, Issue: 3, pp. 4-9, 2018, DOI: 10.1109/MCSE.2018.03221924
  • 48. URSSI Conceptualizing a US Research Software Sustainability Institute Supporting Software Supporting People Supporting the community Science & research impact Development Support (consulting & short term small project support) X X Incubator (technology advice, business planning, usability advice, etc.) X X Training (courses & guides) X X X Policy (research & campaigns) X X X Community (fellowships, workshops, blogs, website) X X X X
  • 49.
  • 50. URSSI Conceptualizing a US Research Software Sustainability Institute https://plan.urssi.us/index.html
  • 51. US-RSE US Research Software Engineer Association Movement and Term: Born in the UK • 2012 SSI’s Collaborations Workshop - “Research Software Engineer” • Late 2013 UKRSE Association forms • Since 2019 Society of Research Software Engineering
  • 52. US-RSE US Research Software Engineer Association More countries followed the concept • Australia/New Zealand • Belgium • Germany • The Netherlands • Nordic
  • 53. US-RSE US Research Software Engineer Association • US: Winter 2017-2018 • US Survey of RSEs: ~175 responses • 12 responded with interest to build a national community • UK Sponsored 1st International RSE Leaders Meeting • 5 US delegates • Jan-Feb 2018: US-RSE Slack workspace and first website go live • Building of steering committee
  • 54. US-RSE US Research Software Engineer Association Mission Community Create a professional community to share knowledge, connections, and resources Advocacy Promote RSEs impact on research, highlighting the critical and valuable role RSEs serve Resources Access to information and material to support individuals and RSE groups Carver, J., Cosden, I., Hill, C., Gesing, S., Katz, D.S. Sustaining Research Software via Research Software Engineers and Professional Associations ICSE 2021 BokSS Workshop, June 2021, arXiv:2103.01880 [cs.SE]
  • 55. US-RSE US Research Software Engineer Association • Newsletters • Community calls • Working groups • Diversity, Equity and Inclusion • Speaker series • Book club • Website • Education and Training • Workshops
  • 56. US-RSE US Research Software Engineer Association https://us-rse.org/virtual-workshop-2021/
  • 57. PresQT Preservation Quality Tool Bridging the Gap to Data and Software Sharing
  • 58. PresQT Preservation Quality Tool Bridging the Gap to Data and Software Sharing Researchers “the local academic community struggles to effectively manage its assets which manifested itself in a number of challenges, and as for researchers, they lacked storage capacity and data curation processes, and the institution lacked standard metadata and indexing technologies, as well as tools that would support the whole research workflow” - Digital Asset Strategy Committee, DigitalND, 2011 Libraries Typically, data curation happens retroactively, and as a result data is either not captured at all or available metadata is incomplete.
  • 59. Lifecycle of Research Projects Selection/ development of tools Data assembling/ creating Reports Preservation of Data Funding ends New project Work-intensive and too late in the lifecycle
  • 60. Target Lifecycle of Research Projects Selection/ development of tools Data assembling/ creating Reports Preservation of Data Funding ends New project EASY STEP!!! (ideally) Assure quality of data Assure quality of data
  • 61. PresQT PresQT Preservation Quality Tool Bridging the Gap to Data and Software Sharing Researchers “the local academic community struggles to effectively manage its assets which manifested itself in a number of challenges, and as for researchers, they lacked storage capacity and data curation processes, and the institution lacked standard metadata and indexing technologies, as well as tools that would support the whole research workflow” - Digital Asset Strategy Committee, DigitalND, 2011 Libraries Typically, data curation happens retroactively, and as a result data is either not captured at all or available metadata is incomplete. Pressures from the Outside “...digitally formatted scientific data resulting from unclassified research supported wholly or in part should be stored and publicly accessible to search, retrieve, and analyze.” - White House OSTP Public Access Memo, Feb. 2013
  • 62. PresQT PresQT Preservation Quality Tool Bridging the Gap to Data and Software Sharing • Findable • Accessible • Interoperable • Reusable
  • 63. Research Data Management Archipelago LuxTonnerre
  • 65. Collaborative Effort An implementation grant and previous planning grant funded effort to address needs for preserving data and software. The goal is to collaboratively design, develop, and connect interoperable and repository agnostic Data and Software Preservation Quality Tools. Gesing, S., Meyers, N., Johnson, R. and Wang, J. PresQT – Services to Improve Re-use and FAIRness of Research Data and Software. Collaborations Workshop 21, March 30 - April 1, 2021
  • 66. PresQT Acknowledgements •Funded Subawardees • Sheridan Libraries, John Hopkins University • NDS • UC San Diego Library • HUBzero team • Yale University Library •Collaborators and Testing Partners • Libraries at Amherst College, Fontbonne University, Tuskegee University, Confederation of Open Access Repositories (COAR) • ReproZip, Jupyter, CERN, RDA grous • Midwest Big Data Hub, Science Gateways Community Institute, URSSI, Center for Open Science, Data Curation Network, Software Preservation Network • Workshops • Data Futures: Preserving Annotation with Peter Cornwell • SDSC: David Valentine and Ilya Zaslavsky • Mark Wilkinson: FAIR Evaluation Services • Daniel Clarke and Avi Ma’ayan FAIRShake , Assessment Rubrics
  • 67. Collaborative Effort • Will it help my job performance? • Is it USEFUL? • Is it better than the old way? • Easy to use? • Easy to learn? • Time-consuming? • Efficient? • Can I do this? Do I have knowledge? Support? Resources? • Does it fit in with my work style? Unified Theory of Acceptance and Use of Technology (UTAUT) Venkatesh et al, 2003
  • 68. Collaborative Effort Concept • not standalone solutions • partner systems and services easily integrable via RESTful APIs and services • user-centered open design and collaborative development
  • 70. PresQT Connects and Enhances • Configure additional partner systems via JSON and Python • Check fixity via hash algorithms • Add metadata via JSON • Transfer in BagIt format • Enhance keywords • Check available tools via EaaSI • Check FAIRness of research objects
  • 71.
  • 74. Focus groups (102 participants) Surveys (over 400 participants by now) Collection of course catalogue content (over 10,000 records) Data on over 3,000 syllabi
  • 75. Methods • Science gateway based on HUBzero • Web scrape toolkit based on Scrapy Python framework • Second toolkit based on Python's Pdfminer framework seeks for sets of pedagogical keywords in syllabi • Torrance test for creativity • Descriptive statistics • Pearson’s chi-squared test to determine homogeneity of responses by demographic • a Kruskal-Wallis H test was used in lieu of ANOVA to examine averages between groups preferring difference means of representing information Example for preliminary results: Female students expressed a stronger preference for some sort of image than did male students, and male participants were more likely to express a preference for an equation.
  • 76. VisDict Visual Dictionaries for Enhancing the Communication between Domain Scientists and Scientific Workflow Providers 12181 acatttctac caacagtgga tgaggttgtt ggtctatgtt ctcaccaaat ttggtgttgt 12241 cagtctttta aattttaacc tttagagaag agtcatacag tcaatagcct tttttagctt 12301 gaccatccta atagatacac agtggtgtct cactgtgatt ttaatttgca ttttcctgct 12361 gactaattat gttgagcttg ttaccattta gacaacttca ttagagaagt gtctaatatt 12421 taggtgactt gcctgttttt ttttaattgg gatcttaatt tttttaaatt attgatttgt 12481 aggagctatt tatatattct ggatacaagt tctttatcag atacacagtt tgtgactatt 12541 ttcttataag tctgtggttt ttatattaat gtttttattg atgactgttt tttacaattg 12601 tggttaagta tacatgacat aaaacggatt atcttaacca ttttaaaatg taaaattcga 12661 tggcattaag tacatccaca atattgtgca actatcacca ctatcatact ccaaaagggc 12721 atccaatacc cattaagctg tcactcccca atctcccatt ttcccacccc tgacaatcaa 12781 taacccattt tctgtctcta tggatttgcc tgttctggat attcatatta atagaatcaa Workflows A sequence of connected steps in a defined order based on their control and data dependencies
  • 77. VisDict Visual Dictionaries for Enhancing the Communication between Domain Scientists and Scientific Workflow Providers Workflows A sequence of connected steps in a defined order based on their control and data dependencies Computational workflow systems serve research domains
  • 78. VisDict Visual Dictionaries for Enhancing the Communication between Domain Scientists and Scientific Workflow Providers
  • 79. VisDict Visual Dictionaries for Enhancing the Communication between Domain Scientists and Scientific Workflow Providers
  • 80. VisDict Visual Dictionaries for Enhancing the Communication between Domain Scientists and Scientific Workflow Providers Why VisDict? Creation of workflows requires an understanding of the targeted problem and can be a labor-intensive and error-prone process. Communication one source of error • scientific background • native language • culture of the researchers For natural languages often translators are involved – translation between domains has a lack of tools
  • 81. VisDict Visual Dictionaries for Enhancing the Communication between Domain Scientists and Scientific Workflow Providers “A picture is worth a thousand words.” Activities • Surveys • Dictionary as a service • Science gateway
  • 82. Chicago Hopes for Kids 4 Foundations Division H4F
  • 83. Chicago Hopes for Kids 4 Foundations Division H4F Raj Chetty, The Equality of Opportunity Project, Stanford University “Lost Einsteins”, Innovation and Opportunity in America • Innovation fuels economic growth • It has slowed down in the US since 1970s • Because of inequality the US may have missed millions of innovators Lost Einsteins…
  • 84. Chicago Hopes for Kids 4 Foundations Division H4F National Model for Long-Term Support of High- Potential Kids in Unstable Housing • 7 Continents in 7 Weeks • The World of Computing • Science gateway Lost Einsteins…
  • 85. Chicago Hopes for Kids 4 Foundations Division H4F National Model for Long-Term Support of High- Potential Kids in Unstable Housing • 7 Continents in 7 Weeks • The World of Computing • Science gateway Lost Einsteins…
  • 86. Chicago Hopes for Kids 4 Foundations Division H4F National Model for Long-Term Support of High- Potential Kids in Unstable Housing • 7 Continents in 7 Weeks • The World of Computing • Science gateway Lost Einsteins…
  • 87. Outlook Science Gateways • Broader engagement • Education with K12 • More citizen science • Accessibility • More open available methods • Novel computing architectures • Quantum computing • Social sciences • Machine learning • Virtual reality Gesing, S., et al. "A Vision for Science Gateways: Bridging the Gap and Broadening the Outreach" In Practice and Experience in Advanced Research Computing (PEARC ’21), July 18–22, 2021, Virtual Conference, ACM, New York, NY, USA, 8 pages, to appear.
  • 88. Outlook Changing Academic Culture • Centers of Excellence • Community of Communities • RSEs • HPC Facilitators • Research Computing Professionals • Research Data Professionals Katz, D. S., McInnes, L.C., Bernholdt, D.E., Mayes, A.C., Hong, N.P.C, Duckles, J., Gesing, S., Heroux, M.A., Hettrick, S., Jimenez, R.C., Pierce, M., Weaver, B. and Wilkins-Diehr, N. Community Organizations: Changing the Culture in Which Research Software Is Developed and Sustained. Computing in Science & Engineering,