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Enterprise Content Management for the Laboratory Jim Miller Director of Informatics and Software Agilent Technologies Branden Humphrey Global Data Archive Program Manager Pfizer Global Research

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Page 1: Enterprise Content Management - alfresco.ubm-us.netalfresco.ubm-us.net/alfresco_images/pharma/2014/08/... · Enterprise Content Management for the Laboratory Jim Miller Director of

EnterpriseContent Management

for the Laboratory

Jim Miller

Director of Informatics and

Software

Agilent Technologies

Branden Humphrey

Global Data Archive Program Manager

Pfizer Global Research

Page 2: Enterprise Content Management - alfresco.ubm-us.netalfresco.ubm-us.net/alfresco_images/pharma/2014/08/... · Enterprise Content Management for the Laboratory Jim Miller Director of

Page 2

PETA

BYTE

S

The content explosion…

Source: UC Berkeley, School ofInformation Management & Systems,2003

75% is unstructured

More data will be created over the next three years than in theprevious 40,000 combined

Page 3: Enterprise Content Management - alfresco.ubm-us.netalfresco.ubm-us.net/alfresco_images/pharma/2014/08/... · Enterprise Content Management for the Laboratory Jim Miller Director of

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…and the unfortunate truth

Validation Plans Research Data

Electronic Notebooks

Corporate Records

CDS

ManufacturingBatch Records

Project Management

SOPs

Marketing Collateral

Clinical Trials Instrument Data,Lab Reports

Partners, Customers

LIMS Data

IP Records

Organizations store their content in too many separate locations

Page 4: Enterprise Content Management - alfresco.ubm-us.netalfresco.ubm-us.net/alfresco_images/pharma/2014/08/... · Enterprise Content Management for the Laboratory Jim Miller Director of

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Challenges in dealing with all this data

How can you logically organize this data?How can you make all the data “safe” and secure?How can you make all the different data searchable and shareable?How can you make all the data viewable from different places?How can you handle laboratory data as part of your company’s business processes?

Page 5: Enterprise Content Management - alfresco.ubm-us.netalfresco.ubm-us.net/alfresco_images/pharma/2014/08/... · Enterprise Content Management for the Laboratory Jim Miller Director of

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ECM connects the disconnected enterprise

CDS SOPs

ElectronicNotebooksResearch Data

ProjectManagementCorporate Records

Validation Plans LIMS Data

ManufacturingBatch Records

IP Records

Marketing Collateral

Partners,Customers

Instrument Data,Lab ReportsClinical Trials

Page 6: Enterprise Content Management - alfresco.ubm-us.netalfresco.ubm-us.net/alfresco_images/pharma/2014/08/... · Enterprise Content Management for the Laboratory Jim Miller Director of

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With instant, secure access to your data

IntranetIntranet

InternetInternet

GC

CE

LC

Lab-on-a Chip

GC/MS

LC/MS

ICP-MS

UV-vis

ELNPDF

Images

DrawingsLIMSResearch

MS Office LegacyData

Page 7: Enterprise Content Management - alfresco.ubm-us.netalfresco.ubm-us.net/alfresco_images/pharma/2014/08/... · Enterprise Content Management for the Laboratory Jim Miller Director of

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Getting data into the ECM

Manualaddition

Direct transfer fromexternal databasesystems, e.g. LIMS

Automatically throughScheduled Import Services

“Print“ PDF filesdirectly to the ECM

Hardcopy Printer

ECM Print Service

Page 8: Enterprise Content Management - alfresco.ubm-us.netalfresco.ubm-us.net/alfresco_images/pharma/2014/08/... · Enterprise Content Management for the Laboratory Jim Miller Director of

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Organizing the ECM repository

Intuitive hierarchy- Account- Locations- Cabinets- Drawers- Folders

Configure to fit your needs

Data organization byProject

Data organization byDepartment

Page 9: Enterprise Content Management - alfresco.ubm-us.netalfresco.ubm-us.net/alfresco_images/pharma/2014/08/... · Enterprise Content Management for the Laboratory Jim Miller Director of

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Double Click to View

Accessing, viewing and managing data

Page 10: Enterprise Content Management - alfresco.ubm-us.netalfresco.ubm-us.net/alfresco_images/pharma/2014/08/... · Enterprise Content Management for the Laboratory Jim Miller Director of

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Double Click to View

Accessing, viewing and managing data

Page 11: Enterprise Content Management - alfresco.ubm-us.netalfresco.ubm-us.net/alfresco_images/pharma/2014/08/... · Enterprise Content Management for the Laboratory Jim Miller Director of

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Accessing, viewing and managing data

Right click to accesscommon functions

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Indexing data for easy retrieval

File importedMetadata extracted and saved to the database

HeaderOperator ID Run DateMethodMethod Revision

InstrumentInstrument IDFirmware versionMakeModel

SampleSample IDSample TypeSample Source

Attribute Extraction Services available for many file types

Page 13: Enterprise Content Management - alfresco.ubm-us.netalfresco.ubm-us.net/alfresco_images/pharma/2014/08/... · Enterprise Content Management for the Laboratory Jim Miller Director of

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Indexing data for easy retrieval

File importedMetadata extracted and saved to the databaseFile placed in the secure repositoryDB updated with file pointer

Link

HeaderOperator ID Run DateMethodMethod Revision

InstrumentInstrument IDFirmware versionMakeModel

SampleSample IDSample TypeSample Source

Attribute Extraction Services available for many file types

Page 14: Enterprise Content Management - alfresco.ubm-us.netalfresco.ubm-us.net/alfresco_images/pharma/2014/08/... · Enterprise Content Management for the Laboratory Jim Miller Director of

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Indexing data for easy retrieval

File importedMetadata extracted and saved to the databaseFile placed in the secure repositoryDB updated with file pointerIndex can be re-keyed to add attributes

Link

HeaderOperator ID Run DateMethodMethod Revision

InstrumentInstrument IDFirmware versionMakeModel

SampleSample IDSample TypeSample Source

Attribute Extraction Services available for many file types

Page 15: Enterprise Content Management - alfresco.ubm-us.netalfresco.ubm-us.net/alfresco_images/pharma/2014/08/... · Enterprise Content Management for the Laboratory Jim Miller Director of

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Search tools to mine heterogeneous data

Find exactly what you need – fast!!

Page 16: Enterprise Content Management - alfresco.ubm-us.netalfresco.ubm-us.net/alfresco_images/pharma/2014/08/... · Enterprise Content Management for the Laboratory Jim Miller Director of

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Keeping your content secure & compliant

Login securityAudit trailElectronic signaturesSecure (SSL) data transferRecord version controlCheck in / Check outAccess controlled through roles

Page 17: Enterprise Content Management - alfresco.ubm-us.netalfresco.ubm-us.net/alfresco_images/pharma/2014/08/... · Enterprise Content Management for the Laboratory Jim Miller Director of

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Managing Excel spreadsheets in a regulated environment

Security access to cells consistent with the ECM security modelComplete cell-by-cellaudit trailLimited user interaction(data entry only)

Page 18: Enterprise Content Management - alfresco.ubm-us.netalfresco.ubm-us.net/alfresco_images/pharma/2014/08/... · Enterprise Content Management for the Laboratory Jim Miller Director of

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Supporting SAFE (Secure-Access-for-Everyone)

New global standard for legally binding electronic signatures from a consortium of bio-pharmaceutical companiesUsed in lieu of wet signature and notarization for high security applications and protection of intellectual propertyKey components:- Secure ECM repository - SAFE eSignature Plug-in- Kyberpass TrustPlatform- Trusted Third Party PKI Infrastructure

www.safe-biopharma.org

Page 19: Enterprise Content Management - alfresco.ubm-us.netalfresco.ubm-us.net/alfresco_images/pharma/2014/08/... · Enterprise Content Management for the Laboratory Jim Miller Director of

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Managing laboratory business processes

Streamline, automate, and optimize laboratory business processes Define, configure and deploy without programming Applications:- Compliance- Core process and systems consolidation

- Six Sigma quality improvement

Business Process Manager example

Page 20: Enterprise Content Management - alfresco.ubm-us.netalfresco.ubm-us.net/alfresco_images/pharma/2014/08/... · Enterprise Content Management for the Laboratory Jim Miller Director of

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Managing the complete lifecycle of electronic records

ECM supports hierarchical storage management and multiple retention policies

Database

Retention Policy

Time

Metadata

File Server

Archive

Page 21: Enterprise Content Management - alfresco.ubm-us.netalfresco.ubm-us.net/alfresco_images/pharma/2014/08/... · Enterprise Content Management for the Laboratory Jim Miller Director of

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Preserving legacy data with TNF

Technology Neutral File Format: a new standard format based on XMLConvert proprietary chromatography records (raw data, results, meta data) to TNF for preservation and reuseConverters available for HPLAS and Thermo MultiChrome*; next releases will be Beckmann Peak Pro, and PE Turbochrom

TNFService

Converter 1

Converter 2

Converter 3

Converter 4SSIZip SSIZipTNF

Page 22: Enterprise Content Management - alfresco.ubm-us.netalfresco.ubm-us.net/alfresco_images/pharma/2014/08/... · Enterprise Content Management for the Laboratory Jim Miller Director of

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ECM architecture that grows with you from single laboratory…

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…to global deployment

Page 24: Enterprise Content Management - alfresco.ubm-us.netalfresco.ubm-us.net/alfresco_images/pharma/2014/08/... · Enterprise Content Management for the Laboratory Jim Miller Director of

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3 things to remember about ECM…

Provides a secure, central repository and rich content services for capturing, managing, archiving, collaboration and re-use of business critical informationImproves compliance with corporate and regulatory requirements for managing electronic recordsEnhances productivity, increases operational efficiency and streamlines laboratory business processes

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Agilent Laboratory Informatics

www.agilent.com/chem/labinformatics

Page 26: Enterprise Content Management - alfresco.ubm-us.netalfresco.ubm-us.net/alfresco_images/pharma/2014/08/... · Enterprise Content Management for the Laboratory Jim Miller Director of

1

Agilent Cerity ECM Web SeminarData Archival Challenges

Branden HumphreyLab Data Archive Program Manager

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2

Discussion Topics

i The problemi Scope of the projecti Information Architecturei Types of data to managei Implementation OverviewiHow ECM met our needs

Page 28: Enterprise Content Management - alfresco.ubm-us.netalfresco.ubm-us.net/alfresco_images/pharma/2014/08/... · Enterprise Content Management for the Laboratory Jim Miller Director of

3

The problem

iHow many people use the Internet and find it invaluable?

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The problem

iHow many people use the Internet and find it invaluable?

iHow many people get frustrated when trying to find information on their own PCs or company file shares?

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The problem

i Huge amounts of data to collect and catalogi Constant change in lab instruments i Data physically located everywherei Limited knowledge that the data exists i Difficulty sharing datai Scientists distracted by data management

duties

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The problem

So, how do we collect all of this data…

Page 32: Enterprise Content Management - alfresco.ubm-us.netalfresco.ubm-us.net/alfresco_images/pharma/2014/08/... · Enterprise Content Management for the Laboratory Jim Miller Director of

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The problem

…without creating a huge

Data Landfill!

So, how do we collect all of this data…

Page 33: Enterprise Content Management - alfresco.ubm-us.netalfresco.ubm-us.net/alfresco_images/pharma/2014/08/... · Enterprise Content Management for the Laboratory Jim Miller Director of

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Scope of the Project

i Three countries, 2 languagesi Deploy to Pfizer Global R&D for 4 Discovery4 Safety Sciences4 PDM (Drug Metabolism)4 Pharmaceutical Sciences

i Use ranges from real-time to true archivali Global data sharing – search and retrieval

Page 34: Enterprise Content Management - alfresco.ubm-us.netalfresco.ubm-us.net/alfresco_images/pharma/2014/08/... · Enterprise Content Management for the Laboratory Jim Miller Director of

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Information Architecture

Data Warehouses:Locked downFinal Results

TransactionalDatabases:

LIMS, eNotebooks

Cerity ECM:Raw Data, Spectra

Processed Data Files

Dat

a Pu

blis

hing

Visualization Tools

Page 35: Enterprise Content Management - alfresco.ubm-us.netalfresco.ubm-us.net/alfresco_images/pharma/2014/08/... · Enterprise Content Management for the Laboratory Jim Miller Director of

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Types of Data to Manage

i All types of laboratory datai Chromatography and Mass Spec to Differential

Scanning Calorimetry and Electron Scanning Microscope

i Text, graphics, raw and binary data filesi Standard, custom and proprietary formatsi Various Record Retention reasons 4 Regulatory,4 Legal / Patent Defense4 Business value

Page 36: Enterprise Content Management - alfresco.ubm-us.netalfresco.ubm-us.net/alfresco_images/pharma/2014/08/... · Enterprise Content Management for the Laboratory Jim Miller Director of

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Implementation Overview

i Deploy separate regulated and non-regulated systems

i Use Federated Architecture4 Global file catalog 4 Site-based file storage (start @ 4.5 TB/Year)

i Run agents on virtual machinesi Leverage Agilent to perform system installationi Define Metadata Standardsi Develop Discovery Search and Link API

Page 37: Enterprise Content Management - alfresco.ubm-us.netalfresco.ubm-us.net/alfresco_images/pharma/2014/08/... · Enterprise Content Management for the Laboratory Jim Miller Director of

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How ECM met our needs

i Automates File Cataloging4 Can customize to any file format

i Automates scheduling of data collectioni Provides secure, highly scaleable platformi Permits global workload sharingi Supports integration with other applicationsi Off-loads scientist of data management dutiesi Enables centralized support modeli Enables hardware consolidation, tiered storage

Page 38: Enterprise Content Management - alfresco.ubm-us.netalfresco.ubm-us.net/alfresco_images/pharma/2014/08/... · Enterprise Content Management for the Laboratory Jim Miller Director of

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Questions

Page 39: Enterprise Content Management - alfresco.ubm-us.netalfresco.ubm-us.net/alfresco_images/pharma/2014/08/... · Enterprise Content Management for the Laboratory Jim Miller Director of

Your moderator isDavid Markovitz, Co-Founder and President

Institute for Effective Innovationserving the FDA regulated industries• World-class training, consulting and coaching • Proven tools to equip your work groups and teams• Innovation Boot Camp™

[email protected]

GMP Training SystemReady-to-Use Modules™Designed for Internal GMP Training

FREE sample - Go to www.GMPTrainingSystems.com

Page 40: Enterprise Content Management - alfresco.ubm-us.netalfresco.ubm-us.net/alfresco_images/pharma/2014/08/... · Enterprise Content Management for the Laboratory Jim Miller Director of

Thank You

All attendees for your attentionAll attendees for your attentionOur panelOur panel

-Branden Humphrey, Pfizer Global Research, for a very interesting case study

-Jim Miller, Agilent Technologies, Director of Software and Informatics

-David Markovitz, Institute for Effective Innovation, for moderation

Page 41: Enterprise Content Management - alfresco.ubm-us.netalfresco.ubm-us.net/alfresco_images/pharma/2014/08/... · Enterprise Content Management for the Laboratory Jim Miller Director of

For more information on Cerity ECM visit:www.agilent.com/chem/CerityECM

For more information on the Agilent’scompliance program visit:www.agilent.com/chem/regulated

Please join Agilent Technologies for future webcasts later in 2005

s