Agilent Informatics Solutions...Automating Data Flow through Petrochemical Processes June, 2007 Automate the Information Flow in your Lab Process Design Time The process designer is

June 2007

Automating Data Flow through Petrochemical Processes

Kathleen O’DeaSenior Product ManagerSoftware and Informatics Division

Agilent Informatics Solutions


June, 2007

From Research & Development science to

QC batch release of latest blockbuster drug

Improve productivity and accuracy with electronic records and automated

workflow processing


June, 2007

Chemical AnalysisChemical AnalysisLife SciencesLife Sciences

Petrochemical QAEnvironmental TestingFood TestingForensics

Disease & Drug DiscoveryDrug DevelopmentClinical TrialsDrug Manufacturing-QA/QCDiagnostics

Life Sciences and Chemical AnalysisBusiness Portfolio with a Software / Informatics foundation

SOFTWARE and INFORMATICS


June, 2007

Life Sciences and Chemical AnalysisGrowth Strategies for Laboratory Informatics

• Complete laboratory informatics portfolio with data integration across the lab and beyond

• Broadest range of analyticaltechniques and applications

• Support for diverse instruments from multiple vendors, with superior control of Agilent equipment

• Open systems architecture with interoperability

• Industry-leading support

Managing information across the lab and beyond

New Capabilities

Multi-technique Data Collection,Analysis and Interpretation

InformationManagement

Scalable,Open Systems


June, 2007

The Petrochemical LabHow can Informatics help?

• Manage instruments and data with one system

• Centralized data storage

• Minimize impact to existing workflows to reduce training costs

• Automate the flow of data through the review and approvals process

• Make data available to authorized users when and where they need it

• Search for all related data with a single query

• Reduce data storage costs

• Reduce the volume of paper generated

• Manage data through its entire lifecycle

• Scalable to meet the needs of your environment


June, 2007

Agilent Informatics SolutionsA unifying software platform built on a strong foundation

OpenLAB


June, 2007

Manage Instrumentation from a Web-based System Enterprise Wide Instrument Organization

Organize all Laboratory Instrumentation

• Locations define the instrument topography

• Limit User access to instrumentation through the hierarchy

• Instrument portal give high level view into instruments current activities

• Launch instrument control window from the web portal


June, 2007

Continue Data Collection During Network InterruptionThe AIC Protects Instrument Data

• If the network is operating, data acquisition proceeds:If the network is operating, data acquisition proceeds:–– Data is collected and stored in the AIC during the runData is collected and stored in the AIC during the run–– When run is finished, the data is processed (analyzed, reported,When run is finished, the data is processed (analyzed, reported, etc.) etc.) –– Data is then passed to the OpenLAB ECM repository Data is then passed to the OpenLAB ECM repository –– The AIC directs the instrument to perform next injectionThe AIC directs the instrument to perform next injection

AIC

DATA

ControlLaboratory

network


June, 2007

Continue Data Collection During Network InterruptionThe AIC Protects Instrument DataIf the network is not operating, data acquisition still continues:

• Data is collected and stored in the AIC during the run• When run is finished, if data can’t be transferred over the network, the

data remains in the AIC.• The AIC directs the instrument to perform next injection • When the network is restored, the AIC passes data to final storage in

the background• If power should fail on the AIC before data has been transferred, AIC

will store and protect the data that has already been collected.

AIC

DATA

ControlLaboratory

network


June, 2007

React Immediately to System Failures SmartSequence™ Technology

Provides automated conditional Provides automated conditional actionsactions

•• CalibrationsCalibrations•• Check samplesCheck samples•• System SuitabilitySystem Suitability

State dependent actionsState dependent actions

•• Run program or macroRun program or macro•• Run Run shutdown, Abort, , Abort,

Pause, Pause, ReinjectReinject•• Trigger alarmTrigger alarm•• Pager notificationPager notification


June, 2007

Ensure Timely Instrument MaintenanceAutomated Maintenance Schedules

Automatically manage instrument maintenance

– Automate maintenance schedules for each instrument

– Use OpenLAB to control instrument access to those that have been maintained according to internal SOPs

– Use OpenLAB content management to assign maintenance tasks to users

– Use OpenLAB content management to provide maintenance forms, instructions, etc.


June, 2007

Centrally Store and Protect All DataContent Management Capabilities

Manage and organize ALL electronic content regardless of source

•• Analytical DataAnalytical Data•• Chromatography resultsChromatography results•• Procedure Documents Procedure Documents •• PDF files and formsPDF files and forms•• Scanned paper filesScanned paper files•• Training RecordsTraining Records•• Microsoft Office filesMicrosoft Office files•• Electronic reportsElectronic reports•• ANY electronic contentANY electronic content


June, 2007

Minimize Impact to Existing WorkflowChemStation Integration with OpenLAB ECM

Access common ECM functionality directly from the ChemStation UI

• Load and save methods, sequences, and data directly from ECM

• Access to files stored within ECM without leaving ChemStation.

• Access to all ECM search functionality is available inside ChemStation


June, 2007

Minimize Impact to Existing WorkflowAutomated Content Transfer

Automate file upload

• CyberPrinter XP manages electronic files printed from Windows based applications

• Scheduler monitors computers, drives, folders for files that meet user defined upload criteria

• Remove files from client locations automatically

• Specialized interfaces for analytical applications that generate groups of files or directory structure


June, 2007

Protect your Data from Unauthorized AccessControlled User AccessAccess to the system is controlled through roles and permissions

• The user sees only the instruments, content, and software functions that they have the permissions to interact with

• Roles can be assigned system wide, or on an instrument by instrument, project by project, folder by folder basis

• User roles within the Instrument are defined by projects

• Projects link users with instruments with content.


June, 2007

Keep Data Useful and AvailableExtracting searchable information automatically

Metadata extraction with filters

• Metadata associated with files can be searched and reported against

• Filters programmatically extract metadata from files as part of the upload process

• With no user interaction, metadata is extracted and stored with the file

• Filters are drop in, server modules that can be added to the system at any time with no application down time


June, 2007

Keep Data Useful and AvailableExtracting searchable information in context

Metadata extraction from any instrument / any manufacturer

• User entered fields extracted from PDF forms

• Reports printed from any analytical instrumentation

• Metadata keys can be found and extracted from the PDF file content

• Extracted information can be searched in contextFor example: Find file where case number = XYZ


June, 2007

Find All the Data You Need - FAST3 Levels of Search Tools

The quick search tool is a web style search

• Web style search – just enter search text and go

• “Smart” search that guides users through query statements

• Advanced search for more extensive data mining


June, 2007

Automate the Information Flow in your LabProcess Design TimeThe process designer is Microsoft Visio

• The BPM stencil contains a variety of functions to be performed as part of a workflow

• The activities are dragged and dropped on the drawing surface, and joined together with logical connectors

• Each activity has an additional configuration step that defines that step in the workflow

• The completed process is saved within the content repository and registered with the process management engine.


June, 2007

Automatically Route Process Actions to UsersThe User Action ActivityThis activity contains any action a user may perform within a process.• The user can be assigned more then one action

within a single step in the process. For example, add a file, fill out a form, and add information.

• The activities specified in this activity are those that appear in the BPM Inbox at run time.

• When the user completes the activity, the process follows the YES connector out of this activity.

• When the user declines to complete the activity, the process follows the NO connector out of this activity.

• This activity contains a timeout – if all actions are not completed in the time period specified, the process follows the TIMEOUT connector out of the activity.


June, 2007

Automatically Evaluate Data for Pass/Fail CriteriaThe Metadata Rule ActivityThis activity allows the user to make process decisions based on the metadata of any file in the process, or on any process related data.

• This activity returns either a TRUE or a FALSE.

• When TRUE is returned, the process follows the YES connector out of this activity.

• When FALSE is returned, the process follows the NO connector out of this activity.

• More complex decisions can be made by adding a series of these rules to the process.


June, 2007

Data is Routed through Process AutomaticallyProcess Run Time

At process run time the only visible activities are those assigned to the Users

• The user receives a package in their Inbox for each process in which they participate.

• The package contains a list of the tasks the user must complete to move the process to the next step.

• As the user completes each individual task, the item is removed from the Inbox.

• Activities can be assigned to individual users or groups of users.


June, 2007

Move Data to Offline StorageLong Term Archive

When data is no longer frequently accessed, it can be moved to offline storage• The data transfer process can be

automated based on user defined time schedules

• Even when files are stored on offline media, a user with appropriate privilege can search and find the data

• When an archived volume is mounted, the file is completely accessible to users with no complex restore procedure

• When a user attempts to interact with a file stored on media that is offline, they are notified that the file is not available and asked if they’d like to request that the volume be remounted


June, 2007

Complete your Electronic Records Life CycleAutomate Record Retention Policies

With the record retention features, the final step in a file’s lifecycle can be automated

• A retention class is defined with an expiration policy and a disposition for the file when it expires

• When the expiration date is reached, the file is routed through a review process

• If the disposition is approved, the file is either removed permanently from the system, or reassigned to another retention class

• If the disposition is rejected, the file is sent to executive review


June, 2007

OpenLAB ECM ArchitectureWorkgroup Solution


June, 2007

OpenLAB ECM ArchitectureEnterprise Solution


June, 2007

Moving away from a Paper Based SystemA Paperless Lab

• Moving away from paper can save time, money, and storage space

• One customer’s experience:

• The paper based lab produced 15 tons of paper annually

• Data storage requirements went from rented space (the image on the top right) to a single server room (the image on the bottom right)

• Reduced the review and approval cycle time by 50%

Paper Storage

Electronic Storage


June, 2007

Summary

Agilent’s OpenLAB ECM system can provide…

• One System for Content and Instrument Management

• Secure centralized data management

• Minimum impact to end user workflows

• Data availability and easy retrieval

• Reduced approval times of paper based systems

• Data manage through the entire life cycle

• Scalable architecture that grows with your company

…for all of the data types produced in your laboratory.


June, 2007