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The Long and Winding Road to Success in Science Collaboratories Gary M. Olson Bren School of Information and Computer Sciences University of California, Irvine Ticer Summer School August 5, 2009

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Slides for my presentation at the 2009 Ticer Summer School, August 2009.

TRANSCRIPT

Page 1: Ticer Summer School

The Long and Winding Road to Success in Science

Collaboratories

Gary M. OlsonBren School of Information and Computer Sciences

University of California, Irvine

Ticer Summer School

August 5, 2009

Page 2: Ticer Summer School

Many Collaborators

G. Olson, PD J. Olson N. Bos A. Zimmerman S. Teasley T. Finholt J. Hardin D. Cogburn D. Atkins

M. Hedstrom E. Yakel P. Knoop E. Hofer D. Cooney J. Herbsleb (CMU) J. Trimble (Howard) Zillions of grad students

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What I Work On

Last 20+ years:– Collaboration in science and engineering– Focus on geographically distributed

collaboration

Recently– Emerging interest in scholarship more

broadly, especially in social sciences and humanities

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Overview of Talk

Collaboration in Science Collaboratories

– Definition– Classic examples– Recent social science & humanities

What We Know about Success Future of Collaborative Scholarship

– Including roles for librarians

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Overview of Talk

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Collaboration in Science & Engineering Increasingly complex problems

– Division of labor– Diverse expertise, specialization

Larger or specialized resources– Expensive equipment– Larger data sets– Vast computational resources

Funding– Opportunistic– Mandate

Personal– Like to work with certain people

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Collaboration at a Distance

Has been a feature of science and engineering for a long time

Asynchronous (hand-off) can be supported by many “old” technologies

Synchronous since late 19th century Steady growth in capabilities available

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Value of Colocation Clear

Much research on why Special case of “radical co-location”

But will not have a Manhattan Project again– Has been proposed in some research

areas (e.g., vaccine for HIV/AIDS)

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Overview of Talk

Collaboration in Science Collaboratories

– Definition– Classic examples– Recent social science & humanities

What We Know about Success Future of Collaborative Scholarship

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Definition of a Collaboratory

A collaboratory is an organizational entity that spans distance, supports rich and recurring human interaction oriented to a common research area, and provides access to data sources, artifacts and tools required to accomplish research tasks.

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Nomenclature Collaboratories – term of historical interest, especially

in NSF Context– W. Wulf in 1989– Series of NSF reports

But other roughly equivalent terms– eScience– Cyberscience– Science Portals– gridScience– Virtual environments for science– Distributed Knowledge Work Environments– etc.

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What is Needed for Collaboration? Communication

– Voice, video – e.g., VoIP– Shared artifacts– E-mail, IM

Remote access to Instruments – teleobservation, teleoperation– Expensive– Remote

Availability of Computational Resources– Supercomputing– GRID

Shared Repositories– Data– Laboratory notebooks– Digital libraries

Coordination– Shared calendars– Awareness tools

Page 13: Ticer Summer School

Overview of Talk

Collaboration in Science Collaboratories

– Definition– Classic examples– Recent social science & humanities

What We Know about Success Future of Collaborative Scholarship

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Some Classic Examples

UARC/SPARC– Upper Atmospheric Research Collaboratory– Space Physics and Aeronomy Research

Collaboratory NEESgrid

– Network for Earthquake Engineering and Simulation

IARC– International AIDS Research Collaboratory

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UARC -- 1993

Sondrestrom, Greenland

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UARC Multi-Instrument Screen Shot

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SPARC Scope: 1998

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George E. Brown, Jr. Network for Earthquake Engineering Simulation

NSF program• Major Research Equipment (MRE)• System Integration (NEESgrid collaboratory)

– 2000-2004

• Consortium development– 2004-2114

NEESgrid Collaboratory

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UIUC U of Colorado

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Electronic Notebook

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Challenge: Collaboratories in Africa?

Less developed technical infrastructure More mixed experience with relevant

applications

But very high motivation

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Two Similar Projects in Southern Africa Basic research on the nature of HIV-C Clinical trials

– Mother-infant transmission– Antiretroviral (ARV) Therapies– Vaccine candidates

Education– Members of the public– Health care workers

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South Africa

1. Project Participants

Partners AIDS Research Center, Harvard U

Nuffield Dept. of Clinical Medicine, U of Oxford

Nelson Mandela College ofMedicine, U of Natal, Durban

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Botswana2. Project Participants

School of Public Health,Harvard University

Ministry of Health,Republic of Botswana

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What is being supported?

Lab meetings Clinical meetings Remote colloquium speakers

Our own project coordination with collaborators in the region

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Increasing use of Tools

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Overview of Talk

Collaboration in Science Collaboratories

– Definition– Classic examples– Recent social science & humanities

What We Know about Success Future of Collaborative Scholarship

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www.collate.de

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Overview of Talk

Collaboration in Science Collaboratories

– Definition– Classic examples– Recent social science & humanities

What We Know about Success Future of Collaborative Scholarship

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www.scienceofcollaboratories.org

What Have We Learned So Far?

NSF CISE ITR grant

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MIT Press, 2008

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Breadth & Depth Strategy

Collaboratories at a Glance– Collect a large set of collaboratories

• We have identified more than 200 examples

– Collect a basic set of information In-depth studies

– Few projects documented in detail– Interviews, observations, site visits– About 18 so far

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Taxonomy of Collaboratories

Research focus– Distributed Research Center– Shared Instrumentation– Community Data Systems– Open Community Contribution System

Practice focus– Virtual Community of Practice– Virtual Learning Community– Expert Consultation

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What is Success?

Use of the collaboratory tools Software technology Direct effects on the science Science careers Effects on learning, science education Inspiration for other collaboratories Learning about collaboratories in general Effects on funding, public perception

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Challenges to collaboration Alignment of goals and incentives Establishment of common ground Creation of mutual trust among participants Costs of coordination and communication Appropriate division of labor, with associated allocation of

resources Appropriate technology (user-centered) & support

infrastructure Effective management plan Leadership Legal & regulatory issues Long-term sustainability Cultural issues

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Summary of These Factors

Theory of Remote Scientific Collaboration (TORSC)– Ch. 4 in book

Refinement in progress– How to weight the factors– Interactions, tradeoffs among them

Wizard – on-line survey with feedback Extension to Corporate Collaboration

(CorpTORC)

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Overview of Talk

Collaboration in Science Collaboratories

– Definition– Classic examples– Recent social science & humanities

What We Know about Success Future of Collaborative Scholarship

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Future of Collaborative Scholarship (1) Consolidation of knowledge about successful

collaborations– SOC findings

• Book• Wizard

– Several other recent books – Cummings & Kiesler study of NSF ITR, KDI

More sophistication more realistic expectations– PIs– Funding agencies

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The technology itself– Computational power– Networking– Mobile options– Better applications

Especially re data– Analysis– Visualization– Scale

Future of Collaborative Scholarship (2)

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Social technologies– Wider range of communication tools

• More flexibility

– Better support for informal interaction• Awareness technology

– Validation of emerging social tools• Especially understanding sociotechnical interplay

– Better social ergonomics• Video – eye contact, gaze direction, quality• Audio – 3D

Future of Collaborative Scholarship (3)

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Cohort changes– Striking differences among age groups– Collaboration skills from game world?– Example

• Grudin vs. Palen & Grudin studies of calendaring

Future of Collaborative Scholarship (4)

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Distributed Scholarship

Will spread to all areas of scholarship– Social sciences & humanities are

beginning to see the opportunities

Disappear as infrastructure?

But, distance will always matter

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Roles for Academic Libraries Management of digital repositories

– Beyond just books and journals Folksonomies vs taxonomies

– Metadata Expertise on emerging search technologies

– Much uninformed behavior Intercultural collaboration Expertise on collaborative technologies

– DOW Chemical

– UM Library

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Further information

[email protected]

www.scienceofcollaboratories.org