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Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

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Page 1: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

Managing Cyberinfrastructure

StrategicallyPatrick Dreher

Director, Advanced Computing Infrastructure and Systems

Renaissance Computing Institute

Page 2: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

Outline

• Snowmass Meeting Campus Cyberinfrastructure (CCI) – characteristics – engines - drivers

• Cyberinfrastructure Summit in Denver • Follow-on based on the Denver meeting• EDUCAUSE initiated CI projects • Community participation - how your

institution can become more involved in these efforts

Page 3: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

Campus Cyberinfrastructure Snowmass Workshop

• The meeting was the first workshop for the Net@EDU Campus Cyberinfrastructure (CCI) working group

• Question: what are the key components of cyberinfrastructure?

• Sponsored by the National Science Foundation

• August 4–5, 2006 Snowmass Village, Coloradohttp://www.educause.edu/nmm061

Page 4: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

Engines/drivers of Campus Cyberinfrastructure

• Campus Communities and Constituencies: Enabler in partnerships with researchers, not as an IT service provider

• Computing and Communications: Opportunities, synergies (grids), economies of scale for high performance computing, research networks and enhanced support facilities

• Information Management: Various aspects of data creation, storage, handling, retrieval, distribution interpretation, security, policies on research data, including partnerships and opportunities with libraries and repositories

• Virtual communities:Opportunities associated with scholars partnering with IT organizations to create the software environments that facilitate discovery among distributed communities

• Partnership Strategies:Development of proposals and relationships that enhance the partnership among researchers, universities, and funding organizations to enhance the nation’s cyberinfrastructure  (local, state, federal, international, private)

Page 5: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

EDUCAUSE’s Grand Challenges Program

• EDUCAUSE is hosting several meetings on topics of particular importance to higher education

• This Denver Cyberinfrastructure (CI) Summit was part of the EDUCAUSE Grand Challenges Program

• Denver meeting attended by about 50 higher education leaders with particular expertise and responsibility in the support of IT for research

Page 6: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

Cyberinfrastructure Summit

• List of attendees http://www.educause.edu/13280

Page 7: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

Goals for the Denver CIO Summit

• Obtain CIO insights and perspectives for generating a set of national CI priorities

• Capture best ideas and strategies for advancing CI from this assembled group of IT leaders

• Formulate strategies and tactics for EDUCAUSE and its members

• Meeting URL and final report located at http://www.educause.edu/cisummit

Page 8: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

Toward Managing CI Strategically

• Recap of the Summit Meeting– Highlight/focus on several of the ideas

(final report contains the full details) – Summit Format

• Several brief overview talks • Structured discussions within breakout

groups

– Multi-tier role• CIO level• Middle layer – campus cyberinfrastructure• “Individual” principal investigator

Page 9: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

Overview Presentation Themes

• Cyberinfrastructure– What is it?– Why do we care?– What CI components should be supported? – Where are the resources?– Organizationally who actually does the planning

and secures the funding?– Next steps?

• CI is a complex mix of components

Page 10: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

GridOrgs*

National

RegionalInternational

SupercomputerSites*

ComputationStorage

SoftwareDevelopment

DisciplineSupport

CampusIT Security

ID Mgmt

NetworkData

Center

Researchers*

StaffGrad

Students

Faculty

NetworkProviders*

National

RegionalInternational

Security/Access

Coordinators*

National

RegionalInternational

Cyberinfrastructure Players

Peter Siegel Talk

CollectionsOrganizations*

DisciplineGroups

PublishersLibraries

Policy*/Leadership*/

Funding

FederalAgencies

EducationalOrganizationsOGF

Medicine

DisciplineGroups*

BiologicalScience.

PhysicalScience

OtherDisciplines

Russ Hobby, Internet2* University Consortia & Systems

Page 11: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

Cyberinfrastructure Functions and Resources

Peter Siegel Talk

Instrumentation

Security

Control

DataGeneration

Computation

Analysis

Simulation

Program

Security

ManagementSecurity and

Access

AuthenticationAccessControl

Authorization

Researcher

ControlProgram

ViewingSecurity

3DImaging

Display andVisualization

.

DisplayTools Security

DataInput

CollabTools Publishing

HumanSupportHelp

Desk

Policy andFunding

ResourceProviders

FundingAgencies

Campuses

SearchData SetsStorage

Security

RetrievalInput

SchemaMetadata

DataDirectories

Ontologies

Archive

EducationAnd

Outreach

Training

Russ Hobby, Internet2Russ Hobby, Internet2

Page 12: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

Russ Hobby, Internet2

The Network is the Backplane for the Distributed CI Computer

Peter Siegel Talk

Instrumentation

Security

Control

DataGeneration

Computation

Analysis

Simulation

Program

Security

ManagementSecurity and

Access

AuthenticationAccessControl

Authorization

Researcher

ControlProgram

ViewingSecurity

3DImaging

Display andVisualization

.

DisplayTools Security

DataInput

CollabTools Publishing

HumanSupportHelp

Desk

Policy andFunding

ResourceProviders

FundingAgencies

Campuses

SearchData SetsStorage

Security

RetrievalInput

SchemaMetadata

DataDirectories

Ontologies

Archive

EducationAnd

Outreach

Network

Training

Page 13: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

Breakout Discussion Groups Five Major Areas Of Emphasis

• Leadership• Support for Research• Priority and Funding• Short Term Strategies• Long Term Strategies

Page 14: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

Common Categories Within Each Breakout Discussion

Group

• Established Practices• Trends• Ideas• Recommendations

Page 15: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

Leadership

Page 16: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

Leadership-- Established Practices 1--

• Engagement – communicate with executive management – show CI as a community need, not an IT need

• Understand the local environment and culture

• Build relationships with those building all the of the rest of the campus physically and infrastructure

Page 17: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

Leadership-- Trends --

• Planning, selling, engagement, and implementation tied to the institution's strategic plan– Integrate CI into university plan

• The CIOs goals must be connected to institutional strategy

• CIO must be an equal colleague of those s/he is influencing

– CIOs should partner as the architect/rainmaker for CI -- not just the plumber or the builder –

• Demo successful partnerships• Active use of benchmarks

Page 18: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

Leadership-- Ideas --

• Define what CI is on your campus• Need for collaborative educational

effort• CI is different from past IT initiatives;

it is more externally influenced

Page 19: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

Leadership-- Recommendations --

• Have a major coordinated campaign, on a national level, coordinated by EDUCAUSE

• Some leaders are needed across community disciplines to build groups that span and mediate needs with actions and resources.

• Influence those who control the money connect with the leaders within the leadership groups.

Page 20: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

Support for research

Page 21: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

Research--Established Practices --

• The definition of core CI services changes over time

• Institutions should implement process to – Ensure CI meets reasonable expectations– Adjusts campus investments to shifting priorities.

• Researchers, IT leaders, and administration must engage in continuous dialogue and review of the CI environment, including funding agency plans and commitments, to ensure the overall system’s sustainability.

Page 22: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

Research-- Trends --

• There is rapid expansion of demand for a robust CI on campus to support research

• Key elements needed in planning for research CI needs– The technology itself– Involvement of central IT– Workflow, policy and funding proposal development– Effective IT governance structure.

• Human considerations– Early involvement, cooperation with research faculty– collaborations and partnership arrangements– Support and consultation– System ease-of-use– Reliability– Interoperability

Page 23: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

Research-- Recommendations --

• Establishing life-cycle replacement process• Run development, test, and production

systems simultaneously• Continuous involvement with users • Balancing leading and bleeding edge• Keep abreast of international, national,

regional, and campus developments• Understand how CI must adapt to

accommodate cross-disciplinary needs and domain-specific research.

Page 24: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

Priority and Funding

Page 25: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

Priority and Funding-- Established Practices --

• Funding agencies spawn independent small clusters for individual researchers, accentuating problems of high cost solutions

• Burdens need to be shared by campus and sponsors

• Focus on engagement – Wins for the “rainmakers”

• ROI arguments used to get buy-in • Establish common expectations/norms for costs

(including “hidden costs”) and benefits

Page 26: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

Priority and Funding-- Trends --

• CIO beginning to facilitate partnerships across all campus sectors

• Leading from the side, advocating• CIO must nuture contact with researchers

or s/he is in danger of being just a utility• Sharing verses owning => cultural change• Use central seed funds, partial funding,

priming the pump• Functional lead vs technology lead

Page 27: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

Priority and Funding-- Ideas --

• Develop a commonly funded CI consortium approach• Demonstrate environmental impact of

distributed/incoherent approach compared with CI• Campuses need to organize globally; prioritize locally• Practice “good stewardship of the whole not just local,”• Tap faculty incentive packages to reinforce common CI• Implement CI as a strategic capability for institution• Focus on innovation• Engage “non-vested” partners (economic development,

independent validation)

Page 28: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

Priority and Funding-- Recommendations --

• Create sustainable funding models• Request an NAS/NAE study on value of

federal funding of CI to science and engineering research.

• ECAR should do a short-term study on campus CI funding models *

* CCI Focus Group Report “Campus Cyberinfrastructure and Data Centers”

Page 29: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

Short Term Strategies

Page 30: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

Short Term Strategies-- Established Practices --

• Begin to establish social & technical trust• Identify, engage leaders and influencers• Create incentives for good behavior• Create common body of materials:

– Success & failure stories– Articles– Research examples– Events/meetings

Page 31: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

Short Term Strategies-- Trends --

• Partner CI to faculty initiatives and research

• Begin development of campus, regional, and national awareness around CI

• Tangible pilot projects• Develop technical CI-oriented staffing

and expertise: local, regional, national• Identify and leverage opportunities

between “traditional” IT & CI

Page 32: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

Short Term Strategies-- Ideas --

• Align rewards to practicing good CI to hiring & tenure practices

• Define CI as an institutional competitive advantage

• “Real” projects (venture capital model)

Page 33: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

Short Term Strategies-- Recommendations --

• Convene and engage prominent research faculty in ways appropriate to your campus culture

• Share outputs to larger CI community• Search for compelling domain cases

for highlighting CI/piloting (demo projects).

Page 34: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

Long Term Strategies

Page 35: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

Long Term Strategies-- Established Practices --

• Growing importance of data: mix public/private, library

• Paradigm shift: service, collaboration, tools.• Emphasis on growth of software tools for

collaboration• Greater focus on service• Continued demand for end-user support• Close alignment with existing institutional

incentives• Discipline-specific recognition of unique needs

and drivers for services and support

Page 36: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

Long Term Strategies-- Trends --

• The scale of collaboration will increase greatly with deepening research collaboration relationships: – Between IT and researchers– Among researchers themselves

• Increased connection to libraries and digital asset collections (Information Management pillar)

• CI will be leveraged in areas: K-12, learning, teaching, relationships

• Manage change through transitions and paradigm shifts.

• Existing physical plants need updating• Understand distinction between “domain-specific”

and “discipline-specific”

Page 37: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

Long Term Strategies-- Ideas --

• The nature of higher education could change based on CI influences.

• The effectiveness of technology will always be debated

• Remove non-capital costs from principal investigator perspective.

• Virtual Research Parks• There will always be scarce

resources, but specifics will shift

Page 38: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

Long Term Strategies-- Recommendations --

• Develop assessment framework to identify trends, usage, and effectiveness of CI

• Assess generality/applicability of research CI to broader communities (healthcare, K-12…)

• Move in the direction of fostering development

Page 39: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

EDUCAUSE Role

Page 40: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

EDUCAUSE Role-- Ideas --

• EDUCAUSE can engage international groups to ensure that CI becomes a global focus.

• EDUCAUSE should organize a focused joint meeting of CIOs and vice presidents for research.

• EDUCAUSE should engage funding agencies on how to effectively fund CI

• Formulate a unifying/mobilizing CI message • EDUCAUSE has not been viewed as an

organization with a focus on research computing, but it needs to be.

Page 41: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

EDUCAUSE Role-- Ideas --

• CCI Working Group should organize teams to move some of the ideas reported here forward

• Distribute CCI active white paper on CI which can be quickly shared by CIOs with campus constituencies*

• EDUCAUSE should foster a Wiki about CI that can be used by interested institutions to post inventories of their campuses CI resources and services

* CCI Focus Group Report “Creating a Five Minute Conversation About CyberInfrastructure ”

Page 42: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

EDUCAUSE Role-- Ideas --

• EDUCAUSE should facilitate a meeting with researchers to discuss CI, perhaps concurrent with the annual Supercomputing Conference.

• EDUCAUSE should make extra effort to include smaller institutions in the CI discussion.

• EDUCAUSE should establish a speakers bureau on CI to provide experts for a variety of forums (including the Congress of the U.S.).

Page 43: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

EDUCAUSE Role-- Ideas --

• EDUCAUSE should develop a list of national leaders who are proponents of CI to deliver keynote addresses, etc. Draw these individuals from presidents, VPs for research, provosts, deans, senior faculty, and other administrators.

• EDUCAUSE should create a forum for CIOs and senior institutional leaders (such as VPs for research) to address CI issues

Page 44: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

Opportunities for Community Involvement

Page 45: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

Initial Follow-on Actions from the Denver CI Summit

Page 46: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

EDUCAUSE Action Item

• Recommendation– EDUCAUSE should “digest” CI work done by others (e.g.,

the NSF report) into a succinct IT action plan, using “new language” to help facilitate the discussion among important contributing parties

• Charge– Write a readable and compelling digest of the several

long documents now describing the field (e.g., NSF Vision document) for the use of a broader audience including university presidents, campus CIOs and other university executives

– Work with an extended advisory group to develop steps and strategies that can be used by university executives to move a campus ahead with respect to CI.

Page 47: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

EDUCASUE CI Document Summary

• This group is just beginning its activities• Outreach to community for document preparation

feedback • Advisory committee

– Guy Almes, Texas A&M and co-chair CCI– Alan Blatecky, RENCI– Jim Bottum, Clemson– Patrick Dreher, RENCI and co-chair CCI– Sue Fratkin, consultant– Dave Lambert, Georgetown– Clifford Lynch, CNI– Diana Oblinger, president elect, EDUCAUSE– Craig Stewart, IU

Page 48: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

EDUCAUSE Action Item ECAR Study

• Charge -- – Determine present state of CI preparation and

strategies on U.S. campuses with particular attention to funding strategies

– Major focus on research institutions and STEM research, but participation also from other colleges plus teaching and learning.

• CIOs will probably be asked to involve their research VPs in the answers

• Mark Sheehan, ECAR principal investigator playing major role in this effort

Page 49: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

ECAR Study• Advisory committee is now helping to

formulate the questions for the survey:– Rosio Alvarez, LBL– Sally Jackson, UIUC– Kevin Morooney, PSU– Jim Pepin, Clemson– Peter Siegel, UCD– Joel Smith, CMU

• EDUCAUSE is funding this directly so the results can be shared publicly immediately on completion

Page 50: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

Middle LayerCampus Cyberinfrastructure

Page 51: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

Campus Cyberinfrastructure(CCI) Working Group

• Campus Cyberinfrastructure (CCI) Working Group Open Meeting

• Thursday, October 25, 200712:00 p.m. - 5:00 p.m.Leonesa I, 1st Floor (Grand Hyatt Hotel)

http://www.educause.edu/E07/Program/11073?PRODUCT_CODE=E07/MTG39

Page 52: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

CCI Meeting Strengthening the middle CI framework

• Themes for the CCI group meeting– Where does one identify and support this

common core middle level of CI– Interfaces with the national layer and individual

PI independent of local campus cultures or specific disciplines?

– How can we create a palate of different tactics that

• Can be adopted to particular campus• Support our agreed-upon national priorities?

– How can campuses, working through EDUCAUSE, implement these strategies?

Page 53: Managing Cyberinfrastructure Strategically Patrick Dreher Director, Advanced Computing Infrastructure and Systems Renaissance Computing Institute

Discussion and Questions