1. The MMC Architecture Workshop Welcome and Introduction Oak Ridge October 21,1997 Michael Wright

2. Welcome Thank you all for taking the time to come to Oak Ridge for this workshop! Let’s work together to maximize what we accomplish today and tomorrow.

3. Why are we here? Many of us have been involved in related work for some time and have been successful. This work has brought us together and allowed us to create the MMC. It is now time to use our knowledge to produce a new unified system that paves the way for the future.

4. Workshop Goals To develop the architecture for the MMC in sufficient detail in order to: zDefine the context of each element within the entire architecture. zList the functional requirements for each area. zAllocate responsibilities for execution of each task and set time lines. zDevelop the mechanisms to proceed in a collaborative manner.

5. Workshop Deliverables zA functional description and requirements document for the MMC. zAn integration plan for working together to create a functioning collaboratory. wDefinition of tasks wAllocation of tasks to working groups wEstablish timeline and critical path wMethods of communication zA plan for the next steps

6. Some Questions to Keep in Mind zCan the existing hardware (at our sites) be configured to use this architecture? zCan the APIs we need be extensible? Most detectors have a unique interface. zWhat is the role of integrators such as Gatan/Digital Micrograph? We don't want to usurp them. zWhat is the role of remote control apps like Timbuktu? zNT-based vs open architecture? zDecide on a hardware API set? zDetermine the time schedule for inputs from industry and test tools from MMC.

7. Some Other MMC Issues zMMC is not just about remote control! zHow can diagnostic tools be integrated? zHow do we interact with DOE 2000, NGI,.... zGlobal file systems for data storage. zEducational outreach. zIt is about collaboration. The whole must be bigger than the sum of its parts.

8. Workshop Agenda The workshop agenda is intended to facilitate progress. If it gets in the way, let’s change it!

9. Agenda - Day 1 8:00 - 8:30Registration and coffee 8:30 - 9:00Welcome and outline of Workshop - Michael Wright 9:00 - 9:30What can't we do today? - Edgar Voelkl 9:30 - 10:00Strawman architecture vision - Bryan Allen 10:00 - 10:30Break 10:30 - 12:00Examination of aspects of collaborative environments. 12:00 - 1:00Lunch 1:00 - 2:30Aspects continued... 2:30 - 3:30Determination of the components of the architecture and the functional requirements of each component. What are the boxes? 3:30 - 5:00What are the functional requirements of each box? 6:00Dinner together

10. Agenda - Day 2 8:30 - 10:00Continuation of functional requirements. New ideas are sure to come up overnight. 10:00 - 10:30Break 10:30 - 12:00Determination of tasks, deliverables, and critical path. 12:00 - 1:00Lunch 1:00 - 2:00Allocation of tasks. 2:00 - 2:30How do we work collaboratively on this project? 2:30 - 3:00What are the next steps? 3:00Adjourn Post-workshop activities: Working group discussions. Tours of the ORNL facilities.

11. Examination of aspects of collaborative environments Security - James Rome Software bus - Bahram Parvin Microscope control - Industry Detector systems - Hans de Ruijter Imaging and analysis - John Hunt Beam line control - Cam Hubbard Remote Scientific Visualization and Operation Using Scanning Probe Microscopes - Anshuman Razdan Video Conferencing - Kathi Alexander User interfaces - Nestor Zaluzec Reservations and resource control - Bryan Allen Data archive and off-line analysis - Edgar Voelkl Training - Jim Mabon

12. Workshop Philosophy zWe are here to talk about architecture. zWe want the best possible solution within the constraints of time, budget, platforms, and available and evolving technology. zThings are changing rapidly, we are trying predict the future and be flexible and adaptable. zWe must be compatible with what we have in all our labs today. No religious wars over platforms!

13. The DOE2000 Program A very brief reminder of why DOE funded the DOE2000 program and what they want to accomplish.

14. DOE2000 Vision The vision of DOE2000 is to accelerate the ability of the Department of Energy to accomplish its mission through advanced computing and collaboration technologies. DOE2000 ushers in a new era of scientific collaboration that transcends geographic, discipline, and organizational boundaries.

15. DOE2000 Goals zImproved ability to solve DOE's complex scientific problems. zIncreased R&D productivity and efficiency. zEnhanced access to DOE resources by R&D partners.

16. DOE2000 Strategies zBuild a National Collaboratory zBuild an Advanced Computational Testing and Simulation (ACTS) toolkit zProvide an authentication and security infrastructure zFoster partnerships zUse off-the-shelf solutions whenever possible zConduct R&D when necessary to meet objectives

17. DOE2000 Program Components zAdvanced Computational Testing and Simulation zNational Collaboratories zCollaboratory Pilot Projects

18. DOE2000 National Collaboratory zPut unique or expensive DOE research facilities on the internet for remote collaboration, experimentation, production, or measurement. zProvide collaborative tools: videoconferencing, shared electronic notebooks, shared whiteboards, shared document creation, shared data-viewing and analysis tools. zProvide tools for sharing and integrating DOE scientific information.

19. DOE2000 Collaboratory Research & Development Projects zCollaborative Integration Framework zElectronic Logbooks zCollaborative Session Management zShared Virtual Spaces zScalable Security Architecture zESnet Quality of Service zFloor Control

20. DOE2000 Collaboratory Pilot Projects zThe Diesel Combustion Collaboratory wScience Area: Diesel engine emissions control wPartners: SNL, LBNL, LLNL, Univ. of Wisc. wIndustrial Partners: Cummins Engine Co., Caterpillar Inc., Detroit Diesel zThe Materials MicroCharacterization Collaboratory (MMC) wScience Area: Microstructure of technologically advanced materials, with focus on interface characterization for wide user community wPartners:ORNL, LBNL, ANL, NIST, Univ. of Illinois wIndustrial Partners: Gatan, Inc.; R. J. Lee; EMiSPEC Systems, Inc., Philips Electronic Instruments; Hitachi Scientific Instruments; Japan Electron Optics Laboratories - USA

21. The MMC A very brief reminder of why DOE funded the MMC project and what we hold them we would accomplish.

22. MMC Goals  To extend, improve and mold the electronic laboratory environments already in place at each of these Centers into a single cohesive virtual laboratory, accessible from anywhere on the Internet. zTo use the extended capabilities of the virtual Collaboratory to address materials sciences research problems related to interfaces and surfaces in economically important materials of interest to DOE programs. zTo develop a functional, interactive electronic collaboratory having the necessary tools for operation by the microanalysis community; leading to a truly new paradigm in scientific research.

23. MMC Vision of the Future This Materials Microcharacterization Collaboratory focuses on the scientists as users in an interactive electronic laboratory. Its goal is to create an electronic environment equipped with state-of-the- art research capabilities, (consisting of both expertise and instrumentation) which revolves around a common theme of microcharacterization in materials research.

24. MMC Vision of the Future, cont’d By placing creative scientists having varying yet complementary expertise together in a new environment which allows convenient, rapid and dynamic interactions to flow unencumbered by the limits of time and distance, we expect to not only foster, but enhance, the ability of these individuals to conceive and execute scientific research.

25. MMC Vision of the Future, cont’d It is essential to remember that, at the end of the day, it is not the instrumentation which produces the science but rather the individuals who formulate and execute experiments designed and carried out using the "tools" which they have at their disposal.

26. MMC Facilities

28. MMC Goals - Year 1 zSetup video conferencing zGet more facilities online (quick and dirty) zBegin site survey to determine MMC-wide solutions zPerform demos at major meetings zImplement individualized security solutions zUpgrade instrument systems to computer control zShare MMC requirements with R&D projects

29. MMC Goals - Year 2 zRoutinely use video conferencing & e-notebooks zDefine and implement MMC-wide solutions zTest cross-platform solutions at selected sites zMultisite demos at major meetings zLearn from extensive use of MMC zImplement cross-platform security solutions zEnable data sharing and analysis zEvaluate effectiveness of MMC architecture

30. MMC Goals - Year 3 zDeploy and refine MMC-wide solutions zDisseminate MMC technology zPublish materials science research zExpand educational outreach zFinalize next generation instrument specifications zEvaluate effectiveness of MMC zUtilize NGI technology for data analysis zWrite final report

31. MMC Deliverables - Year 1 zQ3/97 Do a multisite video conference and document process for user access zQ4/97 Demonstrate remote operation on a low level, basic functionality at each site zQ4/97 Provide protection from Internet attack at each site

32. MMC Deliverables - Year 2 zQ1/98 Issue client certificates for strong authentication zQ1/98 Complete site survey to determine MMC-wide solutions zQ1/98 Complete interface specification between augmented DOE 2000 software bus and GUI zQ2/98 Do multisite materials science experiment zQ2/98 Complete interface specification between instruments and augmented DOE 2000 software bus zQ3/98 Provide advanced functionality of microscope for remote use zQ4/98 Present user with consistent GUI zQ4/98 Implement authorization certificates for fine-grained access control zQ4/98 MMC organize a symposium at MM98 with industrial collaborators

33. MMC Deliverables - Year 3 zQ1/99 Use MMC in classroom zQ2/99 Full deployment of MMC security features zQ3/99 Intelligent data compression and agents zQ3/99 Complete evaluation of effectiveness of MMC z Q3/99 “High speed” data transfer, analysis and data storage across sites z Q4/99 Write final report

34. MMC Metrics: Usage, Success & Dissemination zInstrument on-line hours (% and total) zVC on-line hours zE-notebook use and deployment zmultisite instrument on-line hours zMatSci successes- problems solved zMMC joint publications zTechnology transfer zWebsite hits - documents, software, tools zOn-line outreach and teaching hours zRequests for joining/replicating MMC zPublic relations venues for DOE2000 success

35. And in conclusion,... With all that said, let’s get to work!