1. Keith G Jeffery Director, IT Research Workflow Process on the GRIDs Surface Keith G Jeffery President euroCRIS

2. © Keith G Jeffery Director, IT 2 Research Process Workflow GRIDs Agenda Introduction The R&D Process: Recording The Key: Metadata and Data Exchange Standards Workflow on the GRIDs surface Conclusion

3. © Keith G Jeffery Director, IT 3 Research Process Workflow GRIDs Nirvana Commonly used to indicate an optimal state of a person (professional) or system (suitable) Buddhism. The ineffable ultimate in which one has attained disinterested wisdom and compassion Hinduism. Emancipation from ignorance and the extinction of all attachment In a euroCRIS context, best possible CRIS system(s) for end-users backed by best advice

4. © Keith G Jeffery Director, IT 4 Research Process Workflow GRIDs Nirvana - Retrieval An environment where an end-user can: –Request information and through an intelligent dialogue generate a job which provides it Example (Medical R&D planning) –How many researchers expert in GlycoProtein gp120 and CD4 molecule –are likely be available in 2015; –Classify researchers by country, institution; order list of researchers by number of refereed publications to date

5. © Keith G Jeffery Director, IT 5 Research Process Workflow GRIDs Nirvana – input / update An environment where an end-user can: –Input / update information and through an intelligent dialogue obtain assistance where needed and validation of the input Example: –if value input for person then possible valid values for organisational unit suggested

6. © Keith G Jeffery Director, IT 6 Research Process Workflow GRIDs The Solution is Required: To overcome the effort threshold to : obtain the required answers from the CRIS input and update the information in the CRIS maintain data quality in the CRIS Across –local stand-alone CRIS –heterogeneous distributed CRISs Thus achieving nirvana

7. © Keith G Jeffery Director, IT 7 Research Process Workflow GRIDs Agenda Introduction The R&D Process: Recording The Key: Metadata and Data Exchange Standards Workflow on the GRIDs surface Conclusion

8. © Keith G Jeffery Director, IT 8 Research Process Workflow GRIDs The R&D Process: Recording Workprogramme Proposal Project Results Exploitation WealthCreation CRIS DATABASE

9. © Keith G Jeffery Director, IT 9 Research Process Workflow GRIDs The R&D Process: Feedbacks Workprogramme Proposal Project Results Exploitation WealthCreation CRIS DATABASE

10. © Keith G Jeffery Director, IT 10 Research Process Workflow GRIDs The R&D Process: Review Workprogramme Proposal Project Results Exploitation WealthCreation review CRIS DATABASE

11. © Keith G Jeffery Director, IT 11 Research Process Workflow GRIDs The WorkProgramme Process Workprogramme Economic factors Societal factors Technology Foresight CRIS DATABASE -World / Country State -World / Country Models -Technology Prediction -Solicited Advice

12. © Keith G Jeffery Director, IT 12 Research Process Workflow GRIDs The Proposal Process Proposal Idea Review Previous Work Objectives Method Resources and dependencies CRIS DATABASE -Previous Results -Previous Projects CRIS DATABASE -Human Resources -Finance

13. © Keith G Jeffery Director, IT 13 Research Process Workflow GRIDs The Project Process Project Project Management System CRIS DATABASE CRIS DATABASE -Previous Results -Previous Projects -Human Resources -Finance

14. © Keith G Jeffery Director, IT 14 Research Process Workflow GRIDs The Results Process Results Initial Results Internal Review Peer Review Publication or Registration CRIS DATABASE CRIS DATABASE Previous Results

15. © Keith G Jeffery Director, IT 15 Research Process Workflow GRIDs The Exploitation Process Exploitation Results Business Plan Finance Production Marketing Selling CRIS DATABASE Marketing Information Economic Information

16. © Keith G Jeffery Director, IT 16 Research Process Workflow GRIDs The Wealth Creation Process Exploitation WealthCreation marketing production employment CRIS DATABASE Marketing Information Economic Information

17. © Keith G Jeffery Director, IT 17 Research Process Workflow GRIDs The R&D Process: Recording Workprogramme Proposal Project Results Exploitation WealthCreation CRIS DATABASE

18. © Keith G Jeffery Director, IT 18 Research Process Workflow GRIDs The R&D Process Recording WorkProgramme Workprogramme ProgrammeName Funding OrgUnit Person responsible Workprogramme document CRIS DATABASE

19. © Keith G Jeffery Director, IT 19 Research Process Workflow GRIDs The R&D Process Recording Proposal Proposal Title Abstract Person(s) OrgUnit(s) Proposal Document CRIS DATABASE

20. © Keith G Jeffery Director, IT 20 Research Process Workflow GRIDs The R&D Process Recording Project Project Title Abstract Person(s) OrgUnit(s) Funding Project Plan CRIS DATABASE

21. © Keith G Jeffery Director, IT 21 Research Process Workflow GRIDs The R&D Process Recording Results-Product Results Person(s) OrgUnit(s) Project(s) Product(s) Product Description CRIS DATABASE

22. © Keith G Jeffery Director, IT 22 Research Process Workflow GRIDs The R&D Process Recording Results-Patent Results Person(s) OrgUnit(s) Project(s) Patent(s) Patent File CRIS DATABASE

23. © Keith G Jeffery Director, IT 23 Research Process Workflow GRIDs The R&D Process Recording Results-Publication Results Person(s) OrgUnit(s) Project(s) Bibliographic Information Article CRIS DATABASE

24. © Keith G Jeffery Director, IT 24 Research Process Workflow GRIDs The R&D Process Recording Exploitation Exploitation Person(s) OrgUnit(s) Business plan Finance Data Marketing Data Production Data Sales Data CRIS DATABASE

25. © Keith G Jeffery Director, IT 25 Research Process Workflow GRIDs The R&D Process Recording Wealth Creation WealthCreation Person(s) OrgUnit(s) Annual Reports/Accounts Employment Records Dividends Records CRIS DATABASE

26. © Keith G Jeffery Director, IT 26 Research Process Workflow GRIDs The R&D Process Workprogramme Proposal Project Results Exploitation WealthCreation Note: some CRIS developers limit recording of outputs from the process to areas indicated Nirvana

27. © Keith G Jeffery Director, IT 27 Research Process Workflow GRIDs Complete Process ICT Support Nirvana is –a complete, –integrated, –end-to-end ICT support –for the research process –across heterogeneous distributed CRISs

28. © Keith G Jeffery Director, IT 28 Research Process Workflow GRIDs Agenda Introduction The R&D Process: Recording The Key: Metadata and Data Exchange Standards Workflow on the GRIDs surface Conclusion

29. © Keith G Jeffery Director, IT 29 Research Process Workflow GRIDs Metadata and Data Exchange Standards Metadata –a succinct representation of the object of interest –Schema, navigational, associative [descriptive, restrictive, supportive] –Used for rapid retrieval of navigational data to objects of interest –Can also be used for statistical purposes (how many…..,average number of…) data (document) SCHEMANAVIGATIONALASSOCIATIVE how to get it constrain it view to users

30. © Keith G Jeffery Director, IT 30 Research Process Workflow GRIDs Metadata Many kinds and standards exist Examples include: –Publications: MARC, DC (Dublin Core) –Geospatial: CSDGM (Content standard for digital geospatial metadata) –Engineering: STEP –Education: LOM (learning object metadata); EDNA (Education Network Australia metadata)

31. © Keith G Jeffery Director, IT 31 Research Process Workflow GRIDs Metadata and CRISs Commonly a CRIS stores the metadata rather than the object itself –e.g. result_publicationId which can be used to access the publication itself (person{author}, title, abstract etc usually stored in the CRIS) –e.g. projectId which can be used to access the detailed project documentation (title, abstract etc usually stored in the CRIS)

32. © Keith G Jeffery Director, IT 32 Research Process Workflow GRIDs Metadata: DCf: Publications UniqueId PersonOrgUnit Security Privacy AccessLevel Charge Restrictive Annotation Classification Quality Assessment OrgUnit UniqueId Domain of CERIF Person Project ResourceIdentifier Subject Keywords Description Resource Type Coverage Temporal Coverage Spatial Title Descriptive Navigational

33. © Keith G Jeffery Director, IT 33 Research Process Workflow GRIDs Metadata in CRISs Used for –Quality: validation on input / update –Summarising: overview results –Retrieval speed (find the list of objects of potential interest) –Controlling access –Rights management –And……..

34. © Keith G Jeffery Director, IT 34 Research Process Workflow GRIDs Metadata in Interoperating CRISs Metadata essential to allow interoperation of CRISs, especially heterogeneous distributed CRISs Provides the information necessary to set up automatically retrieval (or update) over heterogeneous CRISs –Catalog technique –Universal schema technique(s) –Knowledge-based reconciliation technique(s)

35. © Keith G Jeffery Director, IT 35 Research Process Workflow GRIDs Metadata and Data Exchange Standards Data Exchange Standards –Needed not just for data (file) exchange –Also for returning results of a retrieval from one CRIS to another in a form (syntax, semantics) that is processable Metadata plus dataset –Note data exchange standards used extensively in e-business, banking, insurance, medical, engineering, research areas

36. © Keith G Jeffery Director, IT 36 Research Process Workflow GRIDs The Key: Metadata and Data Exchange Standards Nirvana is –Formal metadata (machine understandable) –Query: Metadata describing CRIS resources to improve queries –Answer: Metadata attached to Query result files (data exchange) so the receiving CRIS or user can understand the output

37. © Keith G Jeffery Director, IT 37 Research Process Workflow GRIDs Agenda Introduction The R&D Process: Recording The Key: Metadata and Data Exchange Standards Workflow on the GRIDs surface Conclusion

38. © Keith G Jeffery Director, IT 38 Research Process Workflow GRIDs Workflow on the GRIDs surface GRIDs surface provides –Computational capabilities of GRID –Information presentation capabilities of WWW –Information management capabilities But not yet environment for workflow

39. © Keith G Jeffery Director, IT 39 Research Process Workflow GRIDs The GRIDs Architecture Knowledge Layer Information LayerComputation / Data Layer Data to Knowledge Control

40. © Keith G Jeffery Director, IT 40 Research Process Workflow GRIDs The GRIDs Architecture Data to Knowledge Control Particle Physics ApplicationGenomics Application Environmental ApplicationE-Business Application

41. © Keith G Jeffery Director, IT 41 Research Process Workflow GRIDs A POSSIBLE ARCHITECTURE U:USER S:SOURCE R:RESOURCE Rm:Resource Metadata Ra:Resource Agent Ua:User Agent Um:User Metadata Sm:Source Metadata Sa:Source Agent brokers The GRIDs Environment

42. © Keith G Jeffery Director, IT 42 Research Process Workflow GRIDs A Brief History of GRIDs 1G: custom-made architecture machines to user –Pioneering metacomputing 2G: proprietary standards and interfaces –I-WAY GLOBUS, UNICORE, CONDOR, LEGION AVAKI 2.5G: added in FTP, SRB, LDAP, AccessGRID 3G: adopted W3C concepts for open interfaces – OGSA / OGSI: note especially OGSA/DAI –But built on 2.G foundations e-Science Apps e-Science R&D

43. © Keith G Jeffery Director, IT 43 Research Process Workflow GRIDs But….. This comes nowhere near the requirements as originally defined for GRIDs Too low-level (programmer not end-user level) –Insufficient representativity –Insufficient expressivity –Insufficient resilience –Insufficient dynamic flexibility

44. © Keith G Jeffery Director, IT 44 Research Process Workflow GRIDs So….. The US GRID is metacomputing plus extensions –In 2002 improved with OGSA using W3C Web Services ideas European position is that GRID architecture (GLOBUS or even UNICORE) is the wrong starting point for the European vision

45. © Keith G Jeffery Director, IT 45 Research Process Workflow GRIDs And….. EC persuaded of importance of GRIDs –Started in IST/Environment (early 2000) with IT architectural framework for FP6 projects –Set up GRID Unit under Wolfgang Boch (late 2002) January 2003: large workshop (GRID Unit) –(~ 240 participants) –Keynotes: Thierry Priol (INRIA, FR) Domenico Laforenza (CNR, IT) Keith Jeffery (CCLRC, UK)

46. © Keith G Jeffery Director, IT 46 Research Process Workflow GRIDs NGG Requirements Transparent and reliable Open to wide user and provider communities Pervasive and ubiquitous Secure and provide trust across multiple administrative domains Easy to use and to program Persistent Based on standards for software and protocols Person-centric Scalable Easy to configure and manage 2.5G or even 3G GRID basically meet none of these WWW meets some of these

47. © Keith G Jeffery Director, IT 47 Research Process Workflow GRIDs NGG NGG1: 200301-200306 –Brought together visionary experts –Defined properties required and research agenda to achieve them NGG2: 200401-200407 –Updated NGG1 vision in the light of funded projects and evolving requirements and technology NGG3 200509- http://www.cordis.lu/ist/grids/pub-report.htm

48. © Keith G Jeffery Director, IT 48 Research Process Workflow GRIDs GRIDs Vision and Requirements (1) a user interacts with the GRIDs environment intelligently such that the GRIDs environment proposes a 'deal' to the end-user to satisfy her request which the user can then decide to execute - involving multiple resources of computation, information, detectors (for new data collection), interactions with other users through various communication devices etc.

49. © Keith G Jeffery Director, IT 49 Research Process Workflow GRIDs GRIDs Vision and Requirements (2) interoperation as a seemingly homogeneous 'surface' over a range of devices from smart dust through detectors to embedded systems (including controllers), handhelds, laptops, desktops, departmental servers, corporate servers and supercomputers. the 'surface' depends on self-* (self-managing, self-repairing, self-tuning...) capability across arbitrary and dynamic collections of (large numbers of) nodes to give scalability, performance, reliability, access, security, privacy and other features.

50. © Keith G Jeffery Director, IT 50 Research Process Workflow GRIDs NGG1 NGG1 Properties Required: –Transparent and reliable –Open to wide user and provider communities –Pervasive and ubiquitous –Secure and provide trust across multiple administrative domains –Easy to use and to program –Persistent –Based on standards for software and protocols –Person-centric –Scalable –Easy to configure and manage

51. © Keith G Jeffery Director, IT 51 Research Process Workflow GRIDs Call2 (NGG1) Projects Funded

52. © Keith G Jeffery Director, IT 52 Research Process Workflow GRIDs NGG2 SWOT(1) Ontologies and semantic web technologies will be crucial to provide scalable support for complex, heterogeneous Grids middleware and applications. The strengths of the European telecommunications industry and the diversity of its market for electronic control systems have given Europe a leading position in the areas of mobile and embedded technology. This is of particular relevance for the realization of the vision of a Grid as a pervasive, user-centered utility. The weakness in hardware and primary software products (e.g. commodity processors, server and desktop Operating systems, Programming Languages, etc.) may hamper the development of a European leadership in Grids Technologies.

53. © Keith G Jeffery Director, IT 53 Research Process Workflow GRIDs NGG2 SWOT(2) The convergence between Grids and Web Services provides a significant opportunity to move to a model of software development and service provision where the market dominance of particular OS vendors is no longer a major economic issue. The distinctive European vision of a Grids environment that operates from the level of devices to supercomputers, to serve communities ranging from individuals to whole industries, including data, information and knowledge and emphasizing resilience and scalability could have a significant economic and social impact far beyond the scope of existing compute and data Grids. This should be contrasted with the North American Grid vision of programmer- level metacomputing. It is vital that any European vision for the evolution of Grids is accompanied by a clear representation of that vision to the key standards bodies and technology providers worldwide.

54. © Keith G Jeffery Director, IT 54 Research Process Workflow GRIDs NGG2 Recommendations (a) development of a design for a new operating system that provides a fault-tolerant, scalable, self-healing, self-managing environment upon which Grids service middleware may sit; (b) development of Grids foundations middleware suitable both for enhancing existing operating systems and for inclusion within (a); (c) development of Grids service middleware in a modular fashion allowing applications to utilise those services they require; (d) research and development in computer science and information technology required to accomplish (c), (b) and (a), notably new models and software for transactions and messaging; for scheduling, resource management and optimisation; for trust, security and privacy; for data, information and knowledge management; for software development and deployment including mobile code; and for intelligent and appropriate user interfaces and device interfaces; (e) development of novel applications that are wealth-creating or improve the quality of life, particularly in the e-business domain, but also in e-health, e-environment, e-culture, e-science, e-government ;

55. © Keith G Jeffery Director, IT 55 Research Process Workflow GRIDs NGG2 Application AApplication BApplication C Grids Middleware Services Needed for A Grids Middleware Services Needed for B Grids Middleware Services Needed for C Grids Foundations for Operating System X Grids Foundations For Operating System Y Operating System X Operating System Y Grids Operating System (including Foundations) Modular and dynamically loadable

56. © Keith G Jeffery Director, IT 56 Research Process Workflow GRIDs Workflow on the GRIDs Surface Nirvana is –GRIDs surface Providing computation, information presentation and information management –Plus Self* resilience –Plus capabilities to support workflow

57. © Keith G Jeffery Director, IT 57 Research Process Workflow GRIDs Agenda Introduction The R&D Process: Recording The Key: Metadata and Data Exchange Standards Workflow on the GRIDs surface Conclusion

58. © Keith G Jeffery Director, IT 58 Research Process Workflow GRIDs Overall : The Way Forward SCIENTIFIC DATASETS Data Information Knowledge PUBLICATIONS Data Information Knowledge CRIS Management of Research

59. © Keith G Jeffery Director, IT 59 Research Process Workflow GRIDs PUBLICATIONS Data Information Knowledge Overall : The Way Forward Digital Curation Facility SCIENTIFIC DATASETS Data Information Knowledge CRIS Management of Research CDR (CERIF) Portal with knowledge-assisted user interface

60. © Keith G Jeffery Director, IT 60 Research Process Workflow GRIDs Overall : The Way Forward Digital Curation Facility SCIENTIFIC DATASETS Data Information Knowledge PUBLICATIONS Data Information Knowledge metadata Portal with knowledge-assisted user interface

61. © Keith G Jeffery Director, IT 61 Research Process Workflow GRIDs Overall : The Way Forward Digital Curation Facility SCIENTIFIC DATASETS Data Information Knowledge PUBLICATIONS Data Information Knowledge metadata publish validate Portal with knowledge-assisted user interface

62. © Keith G Jeffery Director, IT 62 Research Process Workflow GRIDs Overall : The Way Forward Digital Curation Facility SCIENTIFIC DATASETS Data Information Knowledge PUBLICATIONS Data Information Knowledge metadata publish validate GRIDs Portal with knowledge-assisted user interface Ambient, Pervasive Access

63. © Keith G Jeffery Director, IT 63 Research Process Workflow GRIDs Overall : The Way Forward Portal with knowledge-assisted user interface Digital Curation Facility SCIENTIFIC DATASETS Data Information Knowledge PUBLICATIONS Data Information Knowledge metadata publish validate GRIDs Ambient, Pervasive Access

64. © Keith G Jeffery Director, IT 64 Research Process Workflow GRIDs Overall : The Way Forward Portal with knowledge-assisted user interface Digital Curation Facility SCIENTIFIC DATASETS Data Information Knowledge PUBLICATIONS Data Information Knowledge metadata publish validate GRIDs Ambient, Pervasive Access

65. © Keith G Jeffery Director, IT 65 Research Process Workflow GRIDs Overall : The Way Forward Portal with knowledge-assisted user interface Digital Curation Facility SCIENTIFIC DATASETS Data Information Knowledge PUBLICATIONS Data Information Knowledge metadata publish validate GRIDs Ambient, Pervasive Access

66. © Keith G Jeffery Director, IT 66 Research Process Workflow GRIDs Three Steps to Nirvana Complete Process ICT Support Metadata and Data Exchange Standards Workflow on the GRIDs Surface The Perfect CRIS

67. Keith G Jeffery Director, IT Prof. Keith G Jeffery Director, Information Technology Head, Business & Information Technology Department CCLRC Rutherford Appleton Laboratory k.g.jeffery@rl.ac.uk http://www.bitd.clrc.ac.uk/