An overview of the current state of electronic laboratory notebooks (ELNs), pros and cons of using an ELN, and important considerations for adopting an ELN.
2. Aims of this Session
⢠Examine the state of the field
⢠Cover pros and cons of ELNs
⢠Review UW-Madison ELN pilot
⢠Demos
⢠Adoption strategy
3. UW Data Stewardship Policy
⢠UW-Madison policy to keep research data for 7 years
⢠Data must be âin sufficient detailâ
⢠Original data preferred
⢠PIs are stewards of data
⢠http://www.grad.wisc.edu/research/policyrp/rpac/documen
ts/PolicyDataStewardship.pdf
⢠Federal and Wisconsin funding requirements
⢠All data generated must be stored in US
4. State of the Field
⢠1st generation electronic lab notebook (ELN)
⢠Lots of options, no clear winner
⢠Companies coming and going
⢠Definite movement toward ELN adoption
⢠More adoption in industry than academia
⢠UW-Madison ELN pilot
5. Many Notebook Types
⢠Blogs
⢠Wikis
⢠Note taking software
⢠Document management
systems
Rubacha, M.; Rattan, A. K.; Hosselet, S. C., A Review of Electronic Laboratory Notebooks Available in the Market Today. Journal of
the Association for Laboratory Automation 2011, 16 (1), 9.
6. Many Notebook Types
⢠Software openness
⢠Proprietary
⢠Open source
⢠Cost
⢠Free with limited features
⢠>$1000 per person per year
⢠Data storage
⢠Cloud (US and international hosting)
⢠Local server
⢠Either cloud or local
7. Staying with Paper Notebook
⢠Not searchable
⢠Divide between handwritten notes and digital data
⢠Lost records
⢠Damage to paper (spills, fading ink, etc)
⢠Notebooks not backed up
⢠Legibility issues
⢠Language issues
8. Adopting an ELN â Pros
⢠Searching
⢠Linking between pages
⢠Add data files to ELN
⢠View data files in ELN
⢠Sharing
⢠Different access permissions by role
⢠May be able to share across institutions
⢠Interoperability
⢠Read data from instruments directly
⢠Built in testing
9. Adopting an ELN â Pros
⢠Audit trail
⢠Revision history
⢠eSignatures
⢠Drawing tools
⢠Plugins
⢠Access outside of the laboratory
⢠Mobile version
⢠Record more than lab notes
⢠Procedures, citations, research ideas, etc.
⢠Reduce redundancy in record keeping
⢠Range of customizability
10. Adopting an ELN â Cons
⢠Possible lack of desired features
⢠Bugs, upgrades, and other digital issues
⢠Effort to transition
⢠Using files in 10 years
⢠Data storage
⢠Location and ownership issues
⢠Data security and backups
⢠Need to have reliable system in place
⢠Unsettled ELN market
11. UW-Madison ELN Pilot
⢠Tested 2 notebooks, CERF and eCAT
⢠55 users, majority never used an ELN before
⢠CERF
⢠Pilot organizers liked this software
⢠Did not live up to expectations in the lab
⢠Did basic record keeping but other functionality disappointing
⢠eCAT (will demo)
⢠CALS installation supporting >30 people
⢠Users found easy to use and liked interface
⢠Users liked level of customization, though general template worked
⢠Majority felt they kept better records than before
12. UW-Madison ELN Pilot
⢠At end of pilot, 91% of respondents wanted to continue
using an ELN
⢠60% of CERF users wanted to try a different ELN
⢠Required <12 hours to learn interface
⢠Users employed training sessions and trial and error to learn
⢠Users liked linking and adding data files
⢠Drawing tools and mobile versions did not live up to
expectations
⢠http://academictech.doit.wisc.edu/ideas/electronic-lab-
notebooks
13. Demonstrations
⢠eCAT
⢠CALS-supported installation from UW ELN pilot
⢠Pilot testers liked this ELN
⢠DoIT looking into possibilities to expand
⢠Has limited free version which I will demo
⢠http://www.researchspace.com/
⢠LabArchives
⢠Was not part of pilot but an option that DoIT is currently looking into
⢠Has limited free version which I will demo
⢠http://www.labarchives.com/
14. Demonstrations Caveat
⢠I am showing free versions of software
⢠Free versions have limited features
⢠No data sharing goes against data stewardship policy
⢠Data security and storage issues
⢠Limitations on other features
⢠Testing with free versions
⢠May need to test with fake data
⢠Donât plan to use free versions in long term
17. How to Adopt an ELN
⢠Figure out your needs
⢠Test out software
⢠Have an adoption plan
⢠Have an exit strategy
18. Questions to Ask Before Purchase
⢠Do I have any special needs?
⢠How much do I want to integrate the ELN into my
workflow?
⢠How much customization do I want?
⢠Do I need to share?
⢠PI should have access to all notebooks at very least
⢠Where should the information be stored?
⢠If cloud-based, look for secure US-based hosting
⢠Can I support a local server hosting the ELN?
19. ELNs and Patents
⢠Some ELNs are acceptable for proof of patent
⢠Depends on functionality
⢠Important features:
⢠Audit trail (includes data files)
⢠User verification
⢠Controlled data sharing
⢠ELNs can make best practices more achievable
⢠WARF a great resource on this topic
⢠Note: patents require data retention of at least 26 years
20. What to Look for in Software
⢠Note taking and searching ability
⢠Adding external files
⢠Adding links between pages
⢠Log of revision history
⢠eSignatures
⢠Access permissions
⢠Ability to export
21. Test Software
⢠Can be big financial investment
⢠One ELN software package will not work for everyone
⢠Ask to test before purchase
⢠Ideally a week-to-month long test in the lab
⢠Use as a notebook and look at features in depth
⢠Keep both paper and electronic records during test
⢠Takes time and effort to test but very important
⢠Wonât buy a car without a test drive. Same for an ELN.
22. Adoption Plan
⢠Large shift in workflow in adoption of ELN
⢠For gentler adoption
⢠Easier to adopt at beginning of a project
⢠Rolling adoption with new students
⢠Or just plunge in!
⢠Put someone in charge of installation
⢠Get software support
⢠Get IT support
⢠Backups
23. Exit Strategy
⢠No guarantee that 1st generation ELNs will be here in 5
years
⢠Ideally, write files to an open file format
⢠PDF common
⢠XML
⢠HTML
⢠Word (.doc/.docx)
⢠At worst, need to be able to print out all pages
⢠Useful to have a batch method to do this
24. Future of ELNs
⢠ELNs will become the norm in research in the future
⢠Graduates going into industry may be using ELNs now
⢠May be 5-10 years before market coalesces
⢠Enterprise ahead of academic market
⢠Good product available now
⢠UW-Madison wants to help with this transition
⢠DoIT Academic Technologies offering support
25. Recommendations
⢠Test the software out before converting
⢠Not all software works for all researchers
⢠Keep both electronic and written records during test
⢠If you adopt now, have an exit strategy
⢠Pick an ELN that writes to an open file format (HTML, XML, PDF)
⢠Lots of benefits and some risks in adopting an ELN
⢠Keeping a paper notebook has risks but theyâre different
⢠Need digital infrastructure to support ELN
⢠If risks too big, wait a few years
26. Resources
⢠DoIT Academic Technologies
⢠http://academictech.doit.wisc.edu/
⢠http://academictech.doit.wisc.edu/ideas/electronic-lab-notebooks
⢠WARF
⢠http://www.warf.org/
⢠Research Data Services
⢠http://researchdata.wisc.edu/
27. Thanks
⢠Jan Cheetham, DoIT Academic Technologies
⢠Victoria Sutton, WARF
⢠Ariel Neff, UW-Madison Chemistry Library
⢠Bock Laboratories
⢠This presentation available under a Creative Commons
Attribution-NonCommercial 3.0 license