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US-RSE and SGX3: Accelerators of Research and �Why Research Software Engineers and �Science Gateways Creators are so Important for Computational Research

Sandra Gesing

University of Hawaiʻi at Mānoa

January 9, 2024

HICSS-57

@us_rse@fosstodon.org

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US-RSE and SGX3: Accelerators of Research and Why Research Software Engineers and Science Gateways Creators are so Important for Computational Research�

Sandra Gesing

University of Hawaiʻi at Mānoa

January 9, 2024

NSF awards�1547611

2231406

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Research Software Engineers

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

@us_rse@fosstodon.org

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Reproducibility

“Reproducibility means obtaining consistent computational results using the same input data, computational steps, methods, code, and conditions of analysis.”

https://phys.org/news/2019-05-replicability-science.html

@us_rse@fosstodon.org

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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

@us_rse@fosstodon.org

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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

@us_rse@fosstodon.org

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What is a Research Software Engineer?

A Research Software Engineer (RSE) combines professional software engineering expertise with an intimate understanding of research.

https://society-rse.org/about/

We like an inclusive definition of Research Software Engineers to encompass those who regularly use expertise in programming to advance research. This includes researchers who spend a significant amount of time programming, full-time software engineers writing code to solve research problems, and those somewhere in-between. We aspire to apply the skills and practices of software development to research to create more robust, manageable, and sustainable research software.

https://us-rse.org/about/what-is-an-rse/

@us_rse@fosstodon.org

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US Research Software Engineers Association

@us_rse

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@fosstodon.org

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Part of an International Movement

Photo by Antonia Cozacu, Jan Philipp Dietrich, de-RSE e.V. (CC BY 4.0).

@us_rse@fosstodon.org

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2013

@us_rse@fosstodon.org

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2024

@us_rse@fosstodon.org

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US Research Software Engineer Association - Mission

  1. Community
    • Create a professional community to share knowledge, connections, and resources
  2. Advocacy
    • Promote RSEs impact on research, highlighting the critical and valuable role RSEs serve
  3. Resources
    • Provide access to information and material to support individuals and RSE groups
  4. Diversity, Equity, and Inclusion
    • Actively promote, encourage, and improve diversity within RSE community

@us_rse@fosstodon.org

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Membership Growth

Members

  • Writing and contributing research software
  • Interested in research software engineer careers
  • Identifying as RSE “allies”

@us_rse@fosstodon.org

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Where Are Our Members?

@us_rse@fosstodon.org

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Where Are Our Members?

@us_rse@fosstodon.org

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US-RSE Resources

  • Website
  • Newsletters
  • Slack Workspace
  • LinkedIn, Twitter, Mastodon
  • Job Board
  • YouTube

@us_rse

@us_rse@fosstodon.org

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US-RSE Community Calls

  • 2023 Community calls (#communitycalls)
    • February 2023: Workflow Tools
    • March 2023: Computational Notebooks as Scholarly Objects
    • April 2023: US-RSE'23
    • April 2023: New Sloan Grant
    • May 2023: Tips for Mentoring around Coding
    • June 2023: Promoting Good Software Development Practices
    • July 2023: A Retrospective on Pride Month: Celebrating Diversity in Our Community!
    • August 2023: Career Mentoring Plans
    • September 2023: ChatGPT, LLMs, and what they mean for RSEng and RSEs
    • November 2023: Meet the Executive Director
    • December 8, 2023: Fuzzy Requirements

Alternating months:

  • Odd: 2nd Thursday, 12-1 ET
  • Even: 2nd Friday, 2-3 ET

Recordings available but unlisted.

Join #communitycalls for links

See events webpage for upcoming calls

Feb 2023 Community Call - Workflow Tools

@us_rse@fosstodon.org

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US-RSE Recurring & Upcoming Events

  • Funder Speaker Series*
  • DEI Speaker Series* & Media Club
  • Education & Training Speaker Series*
  • Conference Panels/BoFs/Workshops/Outreach

*Many available on US-RSE YouTube channel

@us_rse@fosstodon.org

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Working & Other Groups

Affinity groups

  • RSE Group Leaders' Network
  • Neuroscience group (under discussion)

Regional groups

  • Chicago
  • Front Range (CO)
  • New England
  • New Orleans

Working groups

  • Awards
  • Code of Conduct and Moderation
  • Code Review
  • Diversity, Equity, and Inclusion (DEI)
  • Education & Training
  • Grants
  • Group Management
  • Mentorship Program
  • Outreach
  • RSE Empowerment in National Labs
  • User Experience (UX)
  • Website
  • Regional and affinity groups (being formed)

Image by Gerd Altmann from Pixabay

@us_rse@fosstodon.org

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New Resource - Career Guidebook

  • US-RSE & ADSA Career Support Workshop (Oct ‘22)
    • Guidebook for RSE & DS career paths in academia
    • Published in Aug ‘23 https://doi.org/10.5281/zenodo.8264153

ADSA/US-RSE Workshop

100+ pages!

@us_rse@fosstodon.org

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New Resource - RSE Career Guide

  • In partnership with IEEE Computer Society*
  • 25 page brochure
    • Intro and background
    • How to build an RSE Career
    • Why Research Software Engineering?
  • Published in Nov ‘23
    • Zenodo & https://us-rse.org/resources/rses

*Special thanks to Dan Katz for leading the effort!

@us_rse@fosstodon.org

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US-RSE - New Fiscal Sponsor

  • January ‘23: we switched to a new fiscal sponsor
    • After ~2 years, US-RSE left Open Collective Foundation (OCF)
  • Community Initiatives - 501(c)(3) non-profit
    • US-RSE is a “sponsored project”
    • Provides grant support, legal services, support for crowdfunding�and donation management, and certain types of insurance for volunteers
    • Enables US-RSE to hire staff
  • We are still navigating the non-profit landscape!

@us_rse@fosstodon.org

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US-RSE Enters a New Phase

2018-2022

  • 200x growth in membership & activity
  • Shoestring budget
  • Purely volunteer effort

2023

  • Grant from Sloan Foundation!
    • $799,776 total over 2 years

@us_rse@fosstodon.org

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US-RSE New Grant

Enabling investment in 3 key and transformative areas:

  1. Dedicated staff
  2. Activities & initiatives
  3. Organizational tools & community health

@us_rse@fosstodon.org

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Newly-Enabled Strategic Investments

Dedicated staff

  • Full-time Community Manager Sophia Anyatonwu
    • Support and grow internal US-RSE community activities
  • Part-time Executive Director Sandra Gesing
    • Long-term financial sustainability of the organization

@us_rse@fosstodon.org

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Newly-Enabled Strategic Investments

Dedicated staff

Activities and initiatives

  • Full-time Community Manager
  • Part-time Executive Director
  • Conference
    • Enable signing contracts
    • Bootstrap first two years
  • Community Funds
    • Provide funding to members
    • https://us-rse.org/grants-and-awards/
  • Awards
    • Research Software Engineering Awards

@us_rse@fosstodon.org

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Community Initiative & Travel Grants

  • Program Goals:
    • Grow and diversify the US-RSE community and larger RSE community
    • Connect people within the US-RSE community
    • Assist individuals to grow in their own career
    • Increase visibility and viability of Research Software Engineering as a career
    • Create opportunities for underserved community members
  • Applications fall into two categories:
    • Community: These benefit a group of individuals within the community (e.g., hosting a regional group meetup)
    • Individual: These benefit an individual applicant (e.g., a travel grant)
  • Funding
    • From $100-$10,000 per proposal
    • Most expected to be <$2,500

@us_rse@fosstodon.org

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Newly-Enabled Strategic Investments

Dedicated staff

Activities and initiatives

Organizational tools & community health

  • Full-time Community Manager
  • Part-time Executive Director
  • Conference
  • Community Funds
  • Awards
  • DEI consulting
  • Code of Conduct response training
  • Swag!
  • Tools & software to make US-RSE more effective

@us_rse@fosstodon.org

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Our First Conference!

@us_rse@fosstodon.org

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US-RSE’23

  • Held at Univ. of Illinois Chicago
  • 250 total participants
    • Sold out!
    • Facility capacity
  • Technical program “tracks”
    • Dev Ops & Cyberinfrastructure
    • Research & Development Tooling
    • Culture & Community
    • Software Engineering Practice
    • ML/AI

@us_rse@fosstodon.org

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Conference Program

  • Program from submissions
    • 4 tutorials
    • 3 workshops
    • 6 Birds of a Feather
    • 19 short/long papers
    • 25 talks
    • 15 posters
    • 2 notebooks
  • Additional program features
    • 2 keynotes
    • Funding agency panel
    • Student program
    • Sponsor talks
    • Poster reception
    • Conference dinner
    • Social hour

Our mascot: The unicorn!

@us_rse@fosstodon.org

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A Special Thanks to All the Committee Volunteers

@us_rse@fosstodon.org

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US-RSE’23 Volunteers (2)

@us_rse@fosstodon.org

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US-RSE’23 Volunteers (3)

@us_rse@fosstodon.org

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Thank You to Conference Sponsors

@us_rse@fosstodon.org

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Yesterday, Today, Tomorrow

@us_rse@fosstodon.org

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Date and Location

Conference Dates: �October 15 - 17, 2024

Venue: �Albuquerque Convention Center�401 2nd St NW�Albuquerque, NM 87102

@us_rse@fosstodon.org

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Explore New Mexico!

@us_rse@fosstodon.org

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Executive Committee

@us_rse@fosstodon.org

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More Opportunities to Get Involved

Are you interested in getting involved? There will be more opportunities! We will be looking for volunteers to help as reviewers, committee members, in-person volunteers, session hosts, and other roles at various times between now and the conference.

Please fill out this interest form!�https://forms.gle/z2SPREu79XsofHE87

You can also directly contact an Executive �Committee member if you are interested in�joining their committee.

@us_rse@fosstodon.org

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Stay Informed!

There are plenty of ways to stay informed as new details are released:

Do you have questions, comments, or concerns? Email us at: usrse24-conference@us-rse.org

@us_rse@fosstodon.org

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Steering Committee Goals (2024+)

  • Continue (and ensure) smooth transition
    • Community Initiatives
    • Executive Director
    • Community Manager
  • Set priorities
    • Funding
    • Staff goals
  • Support & Enable
    • Executive Director
    • Community Manager
    • Working groups
    • Conference committee

These may change based on:

  • New steering committee
  • Working groups
  • Feedback from you

@us_rse@fosstodon.org

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Financial Sustainability – Diversification of Funding Sources

  • Proposals
  • Grants from medium and large organizations in �the private sector
  • Grants can be in the form of cash or in-kind �donations of tangible or intangible property
  • Membership fees
  • US-RSE brand store

@us_rse@fosstodon.org

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Financial Sustainability

  • NSF Research Coordination Network proposal planned for February
  • Industrial advisory board planned with first meeting�in March
  • Focus group planned for April with leaders�of RSE teams about organizational�membership fees
  • Focus group planned for June on personal�membership fees
  • Every three month meeting with group of leaders of non-traditional organizations (RSE associations, ADSA, CaRCC, CASC etc.)

@us_rse@fosstodon.org

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Marketing Plan

  • Newsletter
  • Outreach campaigns
    • Minority Serving Institutions
    • Community Colleges
    • Domain researchers
    • Leadership at universities and national labs
  • RSEs who don’t know yet that they are RSEs … or think they are not

@us_rse@fosstodon.org

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Overarching Goals

Changing Academic Culture

Welcoming and �Sustainable

Environment

Keep�Grass-Root

Character

@us_rse@fosstodon.org

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Research �Computing

Increased complexity of

Today’s research questions

Data

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

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Research �Computing

We need end-to-end solutions that provide

broad access to advanced resources and allow

all to tackle

today’s challenging science questions

🡺 Science Gateways

Increased complexity of

Today’s research questions

Data

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

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Research Computing

Lab Instruments

High-speed networks

Research Software

Web-based

agile frameworks

Distributed data and

computing infrastructures

Data and Compute-intensive

Problems

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Lab Instruments

High-speed networks

Research Software

Web-based

agile frameworks

Distributed data and

computing infrastructures

Data and Compute-intensive

Problems

Research Computing

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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

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Research Computing

Lab Instruments

High-speed networks

Research Software

Web-based

agile frameworks

Distributed data and

computing infrastructures

Data and Compute-intensive

Problems

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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, 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�

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Typical Lifecycle of a�Science Gateway�Project

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Sustainability�for �Science�Gateways

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

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SGX3

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SGX3 and SGCI

SGX3 funded

  • UX evaluation and design engagements lasting up to 3 calendar months
  • Technology evaluation and gap analysis
  • Science Gateway architecture design
  • Summer faculty and student internships
  • Science Gateways Focus Week sustainability sessions
  • Focus Week follow-on sustainability coaching
  • Summer Coding Institutes
  • Science Gateway Hackathons
  • Rising Stars program
  • Blueprint Factories
  • Proposal Support

Client funded

  • UX evaluation and design engagements beyond 3 calendar months
  • Technology selection, expert science gateway software development, and expert science gateway hosting and operations
  • Academic year intern placement
  • Specially commissioned Focus Week sustainability sessions
  • In-depth sustainability assessment and plan development

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Blueprint Factories

  • Forward-looking studies of next-generation Science Gateway capabilities
  • AI and Science Gateways Blueprint Factory
  • Sustainability Blueprint Factory

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Rising Stars

  • Students who are standing out during internships and hackathons
  • Faculty integrating science gateways as novel concept in their classes
  • Science gateway creators incorporating cutting-edge technologies in science gateway frameworks

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Faculty Opportunities

  • Multiplier for students
  • Hackathons at Gateways and SC
  • Workshops throughout the year

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FacultyHack @ Gateways 2023

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Gateways Central

  • Computational tool creators
    • find relevant Science Gateway(s)
  • Educators
    • find computational tools in specific domains
  • Users
    • Receive personalized recommendation
  • Gateway providers will be able to
    • contribute new content in different formats

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SGX3 On The Road

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Focus Week

  • Napkin Drawing
  • Understanding Your Audiences & Key Stakeholders
  • Environment: Mapping the Landscape
  • Marketing Tactics & Tools
  • Goal Setting
  • Value Proposition
  • Budgeting
  • Market Development

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Gateway Ambassadors�

Members of a professional community

  • Community activities
    • learning from peers
    • sharing information
  • Ambassador activities
    • meeting with individuals
    • hosting awareness sessions

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We have supported

over

200 projects

https://sciencegateways.org/about/storybook

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Thanks�

Sandra Gesing

sgesing@ucsd.edu