Education, Outreach and Training and External Relations

1. Education, Outreach and TrainingandExternal Relations Scott Lathrop Area Director for EOT and ER University of Chicago/Argonne National Laboratory January, 2008

2. Annual Science Highlights Document 2nd Annual TeraGrid Science Highlights released at SC07 ---> Planning for 2008 begun for production by SC08 External Relations working group coordinates production

3. Community Engagement • TeraGrid ‘07 • Theme: Broadening Participation in TeraGrid • Papers, Tutorials, BOFs, Working Groups, Competitions • CI-TEAM Workshop • Current awardees and aspiring grantees • Workshop report and recommendations to NSF • SC07 - Reno • Education, BOFs, Exhibits, Talks • Building Petascale Applications Workshop • Engaged PetaApps and SDCI awardees • Recommendations for TeraGrid and Community Action • TeraGrid ‘08 • Emphasis on TeraGrid impact on Science • June 9-13, 2008 - Las Vegas

4. Professional Society Outreach • American Chemical Society • 3 half-day sessions of TeraGrid science impact talks • Sessions were recorded • Over 200 attendees • Model for professional society conference outreach • Planning for future conferences • AAAS, AGU, AAU, APS • Suggestions welcome for other conferences • Conference planning contacts would be appreciated

5. HPC University • Training to advance researchers’ HPC skills • TeraGrid User Portal training information • Catalog of live and self-paced training • Gap analysis of materials to drive development • HPC RAT report complete • Curriculum development • Schedule workshops for curricular development • Leverage SC07-09, RP programs, etc. • Scaffold Science Gateways to be accessible • Fellowships and Internships • Pathways to Broadening Participation in TG • RP opportunities • Publish Science and Education Impact • Publish education resources to NSDL-CSERD • Collaboration with iSGTW/OSG • Multi-institution, multi-agency endeavor

6. Sampling of Training Topics Offered • HPC Computing • Introduction to Parallel Computing • Toward Multicore Petascale Applications • Scaling Workshop - Scaling to Petaflops • Effective Use of Multi-core Technology • TeraGrid - Wide BlueGene Applications • Introduction to Using SDSC Systems • Introduction to the Cray XT3 at PSC • Introduction to & Optimization for SDSC Sytems • Parallel Computing on Ranger & Lonestar • Domain-specific Sessions • Petascale Computing in the Biosciences • Workshop on Infectious Disease Informatics at NCSA • Visualization • Introduction to Scientific Visualization • Intermediate Visualization at TACC • Remote/Collaborative TeraScale Visualization on the TeraGrid • Other Topics • NCSA to host workshop on data center design • Rocks Linux Cluster Workshop • LCI International Conference on HPC Clustered Computing • Over 30 on-line asynchronous tutorials

7. User Survey on Training

8. HPC University Planning • RAT led by Laura McGinnis (PSC), Brad Armosky (TACC) • Collected over 230 training and education resources to post via EOT web site and TG User Portal for community • Survey of community to assess needs • Over 250 responses • Developed roadmap of curriculum for training and education • Targeting training events, delivery mechanisms, and content development efforts to address community needs • Feeds into HPC plans among RPs • BOF at SC07 to engage community feedback on report • RAT report completed - implementation planning underway • Correlating training attendees to TeraGrid usage • What topics do you feel are most critical? • How can we best serve the community - live lectures, synchronous, asynchronous delivery mechanisms?

9. CI Days • Working with campuses to take a leadership role applying CI to accelerate scientific discovery • Assist in catalyzing campus-wide discussions and planning • Collaboration of Open Science Grid, Internet 2, National Lamda Rail, EDUCAUSE, Minority Serving Institution Cyberinfrastructure Empowerment Coalition, TeraGrid, and local and regional organizations • Visits to UC Davis, NYSGrid, Eliz. City State Univ. • Planning for more visits underway http://cidays.org

10. Campus Champions Program • Training program for campus representatives • Campus advocate for TeraGrid and CI resources • TeraGrid ombudsman for local users • Quick start-up accounts managed by campus representative • Direct contact with TeraGrid staff for quick problem resolution • Leverage RP outreach, TeraGrid ‘xx, SC’xx, CI Days, Pathways to TG, etc. to recruit member institutions • We’d appreciate your recommendations of campuses to engage!

11. Education Programs • Leverage Education projects among the RPs • Informal and formal programs spanning K-12, undergraduate, graduate • Funding is diverse from among NSF, Foundations, Industry • Fostering collaborations with CI-TEAM projects • Contacting TeraGrid PIs to collaborate on broader impact • Share strategies, successes, lessons learned, evaluation processes • GIG focus on scaling-up successful programs/resources • Disseminate through CSERD-NSDL, conferences, workshops • Education Seminar Series starting this year • Adapting science projects to education • Leverage Education value of Science Gateways

12. SC07-SC09 Education Program • Year-long program for sustained impact in education • Integrating HPC into high school and undergraduate STEM classes • NSDL (digital library) of resources • 9 Week-long summer workshops across all disciplines • Over 400 educators engaged during 2007 • New communities - HASS workshop • International participation • Continuum - desktop to HPC • Metaverses Effort Launched with Intel • CiSE Call for Papers for 2008 special edition on computational science education • Rounds (on-line mentoring) - starting with Navajo Technical College • Over $1.3M effort over 3 years • In discussions to continue with SC10

13. Workshop Locations in 2007 2/4 Yr. College Pathways Workshop Research 1 Univ. Education/Training Minority Serving Institution Conference Tutorial (e.g. SC, AAAS, AAPT)

14. Leveraging External Collaborations • Open Science Grid • SC Conference • Krell Institute • Shodor • Ohio Supercomputer Center • MSI-CIEC • EDUCAUSE • Internet 2 • NLR • SURA • EPSCoR • iSGTW • Univ of Oklahoma • Professional society newsletters • Science Gateways • Joint Educational Facilities • CI-TEAM Awardees • Maryland Virtual High School Please suggest other opportunities for leveraging and scaling-up impact!

15. Pathways for Broadening Participation in TeraGrid Broaden awareness of HPC/CI Campus Visits Professional Society Meetings Develop promotional materials Build human capacity for petascale research and education In-depth consulting Fellowship Program for faculty and students Mentoring Program Leverage Campus Champions Enhance the usability and access of Science Gateways Assess Science Gateway readiness and community requirements Develop replicable strategies for integrating resources into SGs Proposal for $500K for one year pending NCSA has committed 1.5 FTE match from HPCOPS Planning meeting later this week for running start We need your advice of people/organizations to engage!

16. Pathways to Broadening Participation in TG • Outcomes and Metrics • At least 10 outreach events during year • Develop case studies to inform future events • Growth of DAC and MRAC allocations and usage • Requests for additional outreach • New promotional materials tailored to community needs • Reports by Fellows at TG’08 • Gateway requirements for education and research • Readiness analysis of SGs • Guidelines for integration of TG resources into SGs • CReSIS SG enabled • An external evaluation - Univ. Colorado (Barker) • User Requirements by Univ. Michigan (Finholt) • Meeting with Advisory Group Thurs-Fri this week • Your advice and recommendations is needed!

17. Underserved Institutions (*EPSCoR, **MSIs *Alabama A&M Univ 1 14,500 *Arkansas Tech University 1 2,235 *University of Alaska, Fairbanks 1 9,310 *Clemson University 4 100,000 **Elizabeth City State Univ 1 30,000 **Fisk University 1 294,200 **Florida International University 1 14,500 *Francis Marion Univ 1 14,500 *, **Jackson State University 1 224,400 *Kansas State University 4 180,205 *Louisiana State Univ, All Campuses 5 2,025,650 *Marshall University 1 10,000 *, ** New Mexico State University 2 30,010 *Middlebury College 1 46,760 *,**New Mexico State University, All Campuse 2 30,010 **North Carolina Central Univ 1 30,000 *North Dakota State University, All Campu 2 179,630 *Oklahoma State University, All Campuses 1 30,000 *University of Alabama 1 254,010 *University of Alabama in Huntsville 1 213,449 *University of Hawaii, Honolulu 1 29,000 **University of Houston-Downtown 3 559,700 *University of Idaho 2 39,140 *University of Kansas, All Campuses 2 216,213 *University of Kentucky, All Campuses 1 30,000 *University of Maine 1 30,000 **University of Maryland Baltimore County 2 356,210 *University of Nevada-Las Vegas 3 694,990 *University of Nevada-Reno 4 631,375 *,**University of New Mexico, All Campuses 6 211,058 *University of Oklahoma, All Campuses 2 1,698,050 *,**University of PR Mayaguez Campus 1 55,800 *University of South Carolina, All Campus 1 30,000 **University of Texas at San Antonio 1 8,000 *University of Tulsa 1 37,706 *West Virginia University 1 325,910

18. Year 4& 5 Education Objectives • Create, collect and review resources (VV&A process) in HPC University through CSERD-NSDL • Extend Science Gateways for education use • Expand impact of SC08-09 Education Programs • Document case studies for others to adopt/adapt/scale-up • Continue to leverage RP activities and expand external partnerships with CI-TEAM, TeraGrid PIs, etc. • Who else should we be talking with? • Identify HPC competencies, learning/workforce goals • Scale-up successful programs and activities via collaborations with external organizations • On-going community requirements process

19. Year 4& 5 Outreach Objectives • Coordinate and support professional society outreach - talks, exhibits, tutorials, etc. (e.g. AGU, AAAS, APS, AAU - suggestions welcome!) • Evaluate and expand Campus Champions • Continue to offer speaker’s bureau • Continue collaboration with CI Days outreach • Support annual TeraGrid Conference • Leverage RP activities and grow external partnerships (e.g. EDUCAUSE, NLR, Internet 2, MSI-CIEC, OSG, SURA, GIN, PRAGMA, etc.) • Conduct on-going community requirements and feedback process

20. Year 4& 5 Training Objectives • Create, collect and review resources (VV&A process) in HPC University using CSERD-NSDL infrastructure • Focus on training for petascale and emerging HPC topics • Expand on-line training resources • Train the trainers (Campus Champions) for scaling-up • Document case studies for others to adopt/adapt/scale-up • Implement central registration process via TG User Portal • Leverage RP activities and expand external partnerships (e.g. OSG, Krell, OSC, Shodor, etc.) • Who else should we contact to benefit the community? • Assess evolving petascale (and beyond) community needs and requirements

21. Year 4& 5 External Relations Objectives • Continue to provide timely multi-media information • Produce multi-media Science Highlights • Pursue science highlights stories among under-served communities • Produce promotional materials to highlight resources and services • Establish partnerships with professional societies as outlets for stories • Leverage RP activities and expand external partnerships (iSGTW, professional society newsletters)

22. Year 4& 5 Evaluation Objectives • Develop common instruments and process for cross-RP evaluation • Conduct surveys, interviews, and collect relevant data • Document case studies and best practices • Conduct on-going community requirements and feedback process • Evaluation of the effectiveness of the EOT programs • Provide foundation for longitudinal studies of impact

23. Q&A

24. Pathways to Broadening Participation in TG 1-year supplemental Broaden awareness of TeraGrid Campus Visits (coupled with CI Days) Professional Society Meetings Develop promotional materials Build human capacity for Terascale research In-depth consulting (5-8 consultants) TeraGrid Fellowship Program for faculty and students Mentoring Program Campus Champions Enhance the usability and access of TG via SGs Assess Science Gateway readiness and community requirements Develop replicable strategies for integrating TeraGrid resources into SGs, with an emphasis on under-served community needs

25. Activities • Outreach and Engagement • 10 events: campus visits, professional societies, conference presence • Build Human Capacity • In-depth consulting to get new users in and help existing users progress • TG Fellowships – up to 5 • TG Mentors • Usability of and Access to Science Gateways • Gateway Readiness and User Requirements Assessment • Replicable integration - Add two Gateways to the pool

26. Deliverables • New, sustained users from among non-usual suspects • Case studies • Introductory materials • Metrics • “New” Gateways • Results from formal evaluation Opportunities to be Leveraged • Campus Champions (Purdue) • TG On-line Mentoring (e.g. Navajo Technical College) • Existing conference and workshops (Professional Society conference outreach, Tapia, Hopper, CI Days, etc) • User Services consultants (from TG RPs) • TG Portal, EOT, ER teams, MSI-CIEC collaboration, EPSCoR collaboration

27. Next Steps – Kickoff Meeting • Leadership Team + Advisory Committee • January; Washington DC • Set implementation plan and schedule • Activities • Identify outreach/engagement target events & TG staff to cover • Identify research teams to engage and support • Identify consultants and projects for new user startup • Begin Fellowship recruiting – Call for Applicants, etc. • Establish role with existing TG Mentoring program • Schedule SG assessment & integration • Resources and Outcomes • Case Studies – need writers and repository • Evaluation of effective strategies and impact • Guidelines for Science Gateway usability • New and improved user support materials

28. New Communities – So far… • Current TG MSI/EPSCoR allocs • Approx 35 PIs • Which ones are ready to move up? • Outreach Candidates • MSIs/EPSCoR • U-Houston Downtown • Howard U • U. New Mexico • Conferences • Tapia/Hopper • EPSCoR • EDUCAUSE • AAAS • AGU • APS • Where else should we be going? • “New” Gateways • CReSIS: • Center for Remote Sensing of Ice Sheets • Eliz. City State Univ., NC • Others? Selection Criteria are in the proposal: www.teragridforum.org/mediawiki/index.php?title=EOT_Supplement_-_Pathways_for_Broadening_Participation_in_TeraGrid (Search on “EOT Supplement”)

29. HPC University RAT

30. RAT Report • Catalog Map • Topics • Mastery Levels • Quality Assurance • Delivery Methodologies • Target Populations • Demographics • Disciplines • Scaling & Dissemination • Getting to Petascale

31. Catalog Map At least 10 offerings Less than 10 offerings No offerings

32. Catalog Map – Recommendations • Complete the verification and validation process for all entries in the catalog • Develop a mechanism for the continual update of the catalog to identify new sources of training materials • Make the catalog readily available to the HPC community in a persistent way

33. Quality Assurance – Recommendations • Leverage CSERD/NSDL: • Broad dissemination • Formal VV&A review process. • Resource Management; i.e. identify a “primary editor” • Finding reviewers, • Organizing reviews • Publishing the resources that have passed a minimum quality level • Broadening Community Involvement • Contribute additional materials • Offer community comments on the resources • Provide feedback on the resources to TeraGrid on a regular basis

34. Delivery Methodologies – Recommendations • Plug the holes - provide a variety of teaching methods for each topic area • Allow students to customize training programs to meet their learning styles. • Redesign course materials to produce effective interactive online learning experiences • Avoid simply putting lecture-based materials online • Utilize efficient multi-disciplinary teams, including • subject matter experts • instructional designers & technologists • information technologists • tutors • faculty • project managers • Incorporate metacognitive* skills development into all training methods • Create or adopt a module that teaches students how to become aware of their most effective learning styles • Supplement these materials with guidelines on how to select the appropriate training materials based on their learning styles

35. Population Analysis – Recommendations • Proactively support efforts to Broaden Participation across • Underrepresented demographics • Underrepresented fields of science • Broaden delivery methods • Synchronous: eliminates geographic boundaries • Asynchronous: eliminates temporal boundaries

36. Scaling & Dissemination –Recommendations • Identify and promote Best Practices for content development and delivery • Encourage mentoring within TeraGrid • Create a Web portal for people to volunteer their services • Create a Web Portal for users to ask questions and to get a mentor • Provide real incentives for such volunteer activity • Study the social interactions in mentoring situations to provide training to make mentoring more effective • Provide support to HPC trainers • Training accounts on TeraGrid • Help with developing and critiquing course content • Provide a Web Portal for users new to HPC that would provide a roadmap of training that would lead them to their individual goals

37. Getting to PetaScale –Recommendations • Engage scaling & PetaApps experts to suggest directions for these issues • Collaborate with Petascale System vendors to provide tools that will make it easier to use their machines • Include petascale applications and scaling experiences in the case study libraries being developed as TG EOT initiatives

38. Low-Hanging Fruit • Support PBPTG (EOT Supplement) to broaden participation • Case Studies • Campus Champions • TG Fellows • Workshop on “How to Teach HPC” (train the trainers) • Develop AG Training framework for well-established existing material • How to Write a TG proposal • Welcome to the TeraGrid

39. Longer-term Initiatives • Establish resource archive – make training materials persistent • Can’t just take face-to-face and make it on-line training • Establish mentoring program • Identify mentors who can make the commitment • Identify reviewers who can verify/validate existing offerings • Begin VVA process

40. Catalog Map At least 10 offerings Less than 10 offerings No offerings