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ELN Working Routines
     John Trigg & Simon Coles
Introduction to Me

• CTO & Co-founder of Amphora Research
  Systems
• Working on ELNs since 1996
• A number of our customers are here &
  speaking
Why me?

• We do the Patent Evidence problem
 • Keep the lawyers happy
• You still need to make the scientists happy
 • So we get a ring-side seat on some of
    these problems
This Presentation

• Adapted from an all-day workshop given
  every year at the Association for Lab
  Automation in Palm Springs
• Come and join us in January!
 • Hot, Sunny, and informative...
So....

• You’ve decided to get an ELN
• Do you
 • Buy a tool, and fit your work to the tool?
 • Find out how you work, and buy/build a
    tool to fit?
The “ELN” Word

• Very ambiguous
• Probably best if you didn’t use it
• Say what you mean
What do you mean?

• The term “ELN” means different things to
  different people
 • Somewhere the scientists will work
 • A Patent Evidence system (& long term
    record)
Patent Evidence


• Typically this is a broad, thin layer
• Consistently applied across the whole
  company
Differences that make a
       Difference

• There are 2 key aspects which impact the
  character of your ELN implementation
 • Regulated Vs Unregulated
 • Industry
Regulated or not?
• If you are regulated, chances you are talking
  about process automation, enforcement,
  and compliance
• This isn’t easy, but it is
 • Relatively unambiguous
 • Fairly well mapped already
Industry/Company Type

• Life Sciences
 • Biotech or Pharma
 • Biology Vs Chemistry
• Multi-national Chemicals
Chemistry Vs Biology


• In Life Sciences, the biggest distinction is
  between Chemists and Biologists
Chemistry

• Chemistry is pretty structured
• Buy (or build) them a Chemistry-centric
  ELN and let them get on with it
• The selection process is detailed but at
  least the work relatively consistently
Sources of Chemistry
       ELNs
• If you’re a big pharma, you’re probably
  already set
  • With varying success - this isn’t easy
• Solutions
 • Buy off the shelf
 • Build from what you have
 • Vendor capture
Sources of Chemistry
• In Biotechs, you probably can’t afford to
  build or do vendor capture
• Unless Cheminformatics is a core strength
• So you’re going to have do as much as you
  can with off-the-shelf (customised as
  needed)
• Nice selection of vendors, have fun!
Biology

• Massive diversity
• Lots of Microsoft Office and other “non
  ELN” applications
• Best approach is to get out of their way
Examples

• Nadine’s talk about J&J earlier
 • Really good example of in-depth analysis
    of process
 • 98% approval rate on a project that size
    is pretty stunning
Large Chemicals

• Somewhat boring places you may or may
  not have heard of
• But employ 1,000 of scientists and make
  most of the fun stuff in your house and car
• e.g. companies like Kodak, BASF, PPG,
  Milliken, USG, etc.
Large Chemicals

• Massive diversity
• R&D is typically very close to the customer
 • Tight timescales
 • Low tolerance for “non-value add”
    activities
Large Chemicals

• The ELN project will “Open the can of
  worms” in terms of
 • The tools people are using
 • The records they are creating
 • The patent evidence that is generated
General Purpose ELNs

• “You all use the same Paper notebook don’t
  you?”
• “So surely you can all use the same
  Electronic notebook?”
General Purpose ELNs
• You can do it for small numbers of users
  and certain styles of work (e.g. e2v)
• Where workflow is important
• For large numbers of users
 • The diversity in process will kill you
 • You end up building an expensive version
    of Word & Excel
General Purpose ELNs
Functionality




                Number of users
General Purpose ELNs
Functionality




                     Possible


                Number of users
General Purpose ELNs
Functionality

                Possible




                                Possible


                           Number of users
General Purpose ELNs
Functionality

                Possible




                                   Doomed to fail
                           The organisation will frustrate you



                                        Possible


                              Number of users
Front end tools

• Most organisations will end up providing
  different front ends to different users
• Examples
 • BMS, Solvay, all the other large companies
Patents
• As a rule, what you need to do from a
  Patent perspective is pretty generic
• You might have some specific needs, but
  95% of what you need can be done off the
  shelf
• This is one area where you want to stick
  with convention
Security

• In Life Sciences things are relatively sane
• In Large Chemicals, you get all the fun of
  “Chinese Walls” created by Commercial
  agreements
Security

• This is another whole can of worms
• That didn’t really exist until the ELN came
  along
  • No one could find anything in the paper
    notebook anyway
Security
• Ultimately you have to do what the
  organisation requires
• But you need to avoid massively complex
  regimes
• If you do NDA-related Chinese walls, you
  need to have that tagged into the record at
  creation
Records Management

• The Cinderella of ELN projects
• Desperately important
• Clearly something that’s dependent on your
  own processes
Conclusions


• Our original question
• Some thoughts
Our Questions

• Do you
 • Buy a tool, and fit your work to the tool?
 • Find out how you work, and buy/build a
    tool to fit?
Conclusion

• Unless you have been specifically charged
  with changing the workflow
• Don’t pick the fight
• You’re there to support the science
 • Today and in the future
Conclusions

• They’ve probably already got what they
  need anyway
• Or a very good idea of what they need
• That’s why they asked for an ELN in the
  first place
Conclusion
• If you are charged with changing the
  workflow
  • That’s your project, not “ELN” or
     whatever
  • Try to keep the scope as small as possible
• Size and diversity will kill you
Patent


• Stick with best practice unless you really
  know what you are doing
Security


• Do what you have to do
• But try to keep it simple
Conclusion

• Chemistry - buy, or build, the best you can
• Biology - get out of their way
• Large chemicals - you’ll never fully
  understand everything in detail

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2007 09 26 ELN Working Routine

  • 1. ELN Working Routines John Trigg & Simon Coles
  • 2. Introduction to Me • CTO & Co-founder of Amphora Research Systems • Working on ELNs since 1996 • A number of our customers are here & speaking
  • 3. Why me? • We do the Patent Evidence problem • Keep the lawyers happy • You still need to make the scientists happy • So we get a ring-side seat on some of these problems
  • 4. This Presentation • Adapted from an all-day workshop given every year at the Association for Lab Automation in Palm Springs • Come and join us in January! • Hot, Sunny, and informative...
  • 5. So.... • You’ve decided to get an ELN • Do you • Buy a tool, and fit your work to the tool? • Find out how you work, and buy/build a tool to fit?
  • 6. The “ELN” Word • Very ambiguous • Probably best if you didn’t use it • Say what you mean
  • 7. What do you mean? • The term “ELN” means different things to different people • Somewhere the scientists will work • A Patent Evidence system (& long term record)
  • 8. Patent Evidence • Typically this is a broad, thin layer • Consistently applied across the whole company
  • 9. Differences that make a Difference • There are 2 key aspects which impact the character of your ELN implementation • Regulated Vs Unregulated • Industry
  • 10. Regulated or not? • If you are regulated, chances you are talking about process automation, enforcement, and compliance • This isn’t easy, but it is • Relatively unambiguous • Fairly well mapped already
  • 11. Industry/Company Type • Life Sciences • Biotech or Pharma • Biology Vs Chemistry • Multi-national Chemicals
  • 12. Chemistry Vs Biology • In Life Sciences, the biggest distinction is between Chemists and Biologists
  • 13. Chemistry • Chemistry is pretty structured • Buy (or build) them a Chemistry-centric ELN and let them get on with it • The selection process is detailed but at least the work relatively consistently
  • 14. Sources of Chemistry ELNs • If you’re a big pharma, you’re probably already set • With varying success - this isn’t easy • Solutions • Buy off the shelf • Build from what you have • Vendor capture
  • 15. Sources of Chemistry • In Biotechs, you probably can’t afford to build or do vendor capture • Unless Cheminformatics is a core strength • So you’re going to have do as much as you can with off-the-shelf (customised as needed) • Nice selection of vendors, have fun!
  • 16. Biology • Massive diversity • Lots of Microsoft Office and other “non ELN” applications • Best approach is to get out of their way
  • 17. Examples • Nadine’s talk about J&J earlier • Really good example of in-depth analysis of process • 98% approval rate on a project that size is pretty stunning
  • 18. Large Chemicals • Somewhat boring places you may or may not have heard of • But employ 1,000 of scientists and make most of the fun stuff in your house and car • e.g. companies like Kodak, BASF, PPG, Milliken, USG, etc.
  • 19. Large Chemicals • Massive diversity • R&D is typically very close to the customer • Tight timescales • Low tolerance for “non-value add” activities
  • 20. Large Chemicals • The ELN project will “Open the can of worms” in terms of • The tools people are using • The records they are creating • The patent evidence that is generated
  • 21. General Purpose ELNs • “You all use the same Paper notebook don’t you?” • “So surely you can all use the same Electronic notebook?”
  • 22. General Purpose ELNs • You can do it for small numbers of users and certain styles of work (e.g. e2v) • Where workflow is important • For large numbers of users • The diversity in process will kill you • You end up building an expensive version of Word & Excel
  • 24. General Purpose ELNs Functionality Possible Number of users
  • 25. General Purpose ELNs Functionality Possible Possible Number of users
  • 26. General Purpose ELNs Functionality Possible Doomed to fail The organisation will frustrate you Possible Number of users
  • 27. Front end tools • Most organisations will end up providing different front ends to different users • Examples • BMS, Solvay, all the other large companies
  • 28. Patents • As a rule, what you need to do from a Patent perspective is pretty generic • You might have some specific needs, but 95% of what you need can be done off the shelf • This is one area where you want to stick with convention
  • 29. Security • In Life Sciences things are relatively sane • In Large Chemicals, you get all the fun of “Chinese Walls” created by Commercial agreements
  • 30. Security • This is another whole can of worms • That didn’t really exist until the ELN came along • No one could find anything in the paper notebook anyway
  • 31. Security • Ultimately you have to do what the organisation requires • But you need to avoid massively complex regimes • If you do NDA-related Chinese walls, you need to have that tagged into the record at creation
  • 32. Records Management • The Cinderella of ELN projects • Desperately important • Clearly something that’s dependent on your own processes
  • 33. Conclusions • Our original question • Some thoughts
  • 34. Our Questions • Do you • Buy a tool, and fit your work to the tool? • Find out how you work, and buy/build a tool to fit?
  • 35. Conclusion • Unless you have been specifically charged with changing the workflow • Don’t pick the fight • You’re there to support the science • Today and in the future
  • 36. Conclusions • They’ve probably already got what they need anyway • Or a very good idea of what they need • That’s why they asked for an ELN in the first place
  • 37. Conclusion • If you are charged with changing the workflow • That’s your project, not “ELN” or whatever • Try to keep the scope as small as possible • Size and diversity will kill you
  • 38. Patent • Stick with best practice unless you really know what you are doing
  • 39. Security • Do what you have to do • But try to keep it simple
  • 40. Conclusion • Chemistry - buy, or build, the best you can • Biology - get out of their way • Large chemicals - you’ll never fully understand everything in detail