LIMSzine

CASE STUDY

The following case study highlights many of the issues surrounding lab connectivity, with interviews of key personnel at Digital Equipment, U.S. Bioscience, Perkin-Elmer Nelson, and more. Topics covered include building the lab computing strategy, determining information sources, hiring consultants, collaborating with MIS, setting connectivity parameters, establishing good vendor relationships, managing the network, outsourcing the network management, and planning for the future.


Implementing the Integrated Laboratory: Lab Connectivity Strategies

Information demands are becoming more intense. Market competitiveness is becoming more cutthroat. Corporations insist that more products be brought to market in less time. Increased productivity in the laboratory is no longer a goal, but a requirement.

In the highly regulated pharmaceutical arena, where the patent life of a wonder drug is short and the introduction of a new drug ousts last year's favorite, product development must be streamlined as much as possible. In the past, even if pharmaceutical research wasn't productive, older products survived. This is no longer the case. Developing innovative new drugs as cost-effectively and as quickly as possible is now an imperative.

Connecting analytical instruments and personal computers (PCs) with peripherals, mini-computers, and mainframes has long been viewed as a promising gateway to enhanced laboratory productivity. But where do you start? A number of different service manufacturers and pharmaceutical laboratories with a range of needs and requirements offer their advice.

Building a Laboratory Computing Strategy

"The dynamics of the laboratory are changing," asserts Dan Scofield, Channel Systems Manager for Desktop Services at Digital Equipment Corporation. "In the past, scientists tended to have all the data themselves. The data wasn't shared. You had many people working on the same information over and over. But the economies of scale that allow laboratories to take advantage of work that's already been done now drives the need to use networks."

The design and implementation of a successful system must incorporate strategies covering network management, training, security, and maintenance. According to Paul Batchelder, Product Lines Manager at PE Nelson, "There are no hard and fast rules for configuring a laboratory network. The trick is to develop and adhere to a laboratory computing strategy that can manage the continuing explosion of hardware and software. You also want to configure your network to serve not just a single work group but one that can grow to include other computers and networks."

A network can be as simple as two PCs sharing data acquisition software or as complex as a laboratory information management system (LIMS) with a mainframe, multiple hardware interfaces, a relational database, together with support and training from the LIMS supplier. The issues are the same regardless of size. The key elements in developing an effective network management strategy are:

· Assigning a network champion.
· Determining your departmental information sources and needs.
· Setting your connectivity parameters and select system elements.
· Establishing good vendor relationships to understand all your network options.
· Managing the network during and after implementation.

This strategic framework is applicable to companies investigating networking for the first time as well as firms who are expanding their networks. In order for this strategy to work, a network champion needs to be assigned to manage the project and be accountable for its implementation and ongoing success.

Assigning a Network Champion

Network management can be a major factor in encouraging profitable, effective use of the network. Careful attention to staffing and supporting the role of network champion, which covers service, training, and support, will do much to deliver the promise of productivity inherent in networking.

The long term success of a networking system will depend on the talents of one or more individuals who administer and manage the project. A network champion can be a department manager, a senior scientist, or a systems analyst: whoever is most appropriate for your organization.

While the network champion's role may be full or part time depending on the size of the organization and its network, the type of persona and the functions of the position will be similar. On one level, the champion must develop a technical understanding of the system. On another level, however, the job calls for a person with strong interpersonal skills since they will need to work closely with all levels of the company, from users to top management.

Determining Information Sources and Needs

Most organizations have a laboratory network in place and know what features and services they need in order to increase their productivity and keep pace with current technology. As information management continues to expand, it has become important to anticipate future needs and build in the flexibility to accommodate those needs.

If you're starting from scratch, as U.S. Bioscience did, you've got a different set of decisions to make. A rapidly growing company, U.S. Bioscience recently opened a new laboratory in Lionville, PA. Since their inception in 1987, they have used contract laboratories to perform all drug testing. With the successful introduction in 1991 of Hexalen, a cancer therapy drug, they were ready to move to the next level.

"The three key issues for setting up the lab were control, cost-effectiveness, and timeliness," remarks Michael Kolpak, Senior Scientist for Pharmaceutical Operations. "By handling drug testing internally, we assure ourselves that everything is being done properly, and we have more control over the timing and how thoroughly the investigation is being done."

"Once we made the decision to set up the laboratory," he continues, "the next step was deciding how to handle the information we would generate. We choose early on to hire a consultant who was familiar with the laboratory information systems available in the marketplace. This way, we could assure ourselves that we were choosing from among the best systems available."

Hiring a Consultant

Many organizations hire a consultant who has an understanding of the analytical chemistry marketplace and a thorough knowledge of computing and network options. U.S. Bioscience contacted Jim Pratt, a consultant with over 25 years experience in the computer field, early in the decision cycle. Asked how a consultant should best be utilized, Jim suggests, "Consultants should be brought in to the process in the beginning. Look for one with computer knowledge since knowing the lab equipment per se is not a requirement. It is important to have knowledge of both, but the people using the equipment have the lab knowledge, so the consultant needs to help them integrate their system and project their needs into the future."

At Searle, Monsanto's pharmaceutical unit, the Product Development Analytical Department's main responsibility is to develop analytical methods and specifications for new pharmaceutical products. Their current laboratory data system, created in-house, was no longer sufficient to meet their needs. Alan Wickman, Group Leader of Stability and Automation, was given the task of finding a new data system. "Technology changed and our needs changed with it," he explains. Instead of making the decision by themselves, an outside consultant was brought in. Alan states, "We used an outside consultant because we wanted an objective evaluation of our needs and what the best solution would be."

Many companies opt to do the analysis in-house. Whether the work is outsourced to a consultant or performed by in-house staff, collaboration between MIS and the laboratory needs to occur.

Collaborating with MIS

Most laboratory networks are small local area networks (LANs) which service just the immediate laboratory. As a result, MIS currently plays a minor role. At the rate information management is expanding, however, this won't be the case in the future. In anticipation, network champions are establishing open systems with the flexibility for future communication needs and receiving MIS's blessing.

At U.S. Bioscience, MIS was involved from the start. Mike Kolpak advises, "Coordinate your decision making with all the parties that are going to be involved. There was a lot of interaction between the lab and MIS when it came to the nuts and bolts of the system."

David Chamberlain, U.S. Bioscience's Manager of Computer Operations, explains what
his department brings to the decision process. "I know computers. I'm not a chemist. I look at the support and maintenance issues to make sure the chemists have the tools they need. I provide the means for them to use the tools."

Because Searle's MIS team had a full plate, "we were looking for a turnkey solution," Alan Wickman states. "Our MIS department has a large client base; they service more than the laboratory. They had been involved in the decision process from the start, looking at data systems with us. They saw the benefit for the lab to move in to the new environment and it fit in with MIS's strategy for end-user computing."

Setting Connectivity Parameters

Over and over, network champions emphasize flexibility when choosing the different elements that go in to their system and their network. You will need to make a list of specifications and not be sidetracked by whiz-bang technology that offers a capability which doesn't really advance laboratory productivity or requires a configuration that negates some of your original requirements.

"Clearly the first thing is to develop a set of generic specifications for what you want a data system to do and use that to evaluate data systems," emphasizes Alan Wickman. "Identify what you want your product to do, and evaluate it, keeping in mind the compliance aspect of the company you're purchasing from. Look at the viability of that company over the lifetime of the product. Look at the ability of the product to meet technical and regulatory needs."

Whether you evaluate a dozen network vendors or just two, concentrate on your requirements. "Once you have the specifications, narrow the focus," Alan suggests. "Determine who could provide you with the product and whether you feel comfortable with the company. It's a long-term decision. We looked for stability in the company and stability in the product. That weeded out a lot of players."

Establishing Good Vendor Relationships

When selecting a network system, take a close look at the vendors you have worked with in the past. Consider how pleased you were with their product, service, and support, and what you would expect from them in the future. Network implementation is a long-term relationship with both the product you purchase and the vendor who supports it. To ensure that this relationship is productive, there are several questions you may want to ask.

Jim Pratt suggests that you ask "Would this do the job for me? Would the vendor support me? Can it validate the information for me?"

"Pick products you're comfortable with," advises David Chamberlain. "Go with tools that have a good track record."

For many companies a key issue is service and support. "System reliability and customer service are important. We looked for an established reputation," states Mike Kolpak.

Managing the Network

With regard to specific responsibilities that must be performed on a day-to-day basis, some of these tasks may be delegated to outside vendors or internal assistants, but the network champion must feel accountable for the total success of the network. Managing the network includes the following: data management, resource utilization, software applications, back-up systems, training, and data security.

Providing this kind of support in-house has become increasingly difficult. As laboratory computing equipment from different vendors becomes more prevalent, it requires a greater degree of support than before. Technical MIS, often already strained, are asked to support the growing population of end-users with the same or fewer resources. To satisfy end-user needs, many MIS departments must coordinate a myriad of smaller vendors. Managing these vendors can be challenging. When problems arise, fingerpointing can result. Unfortunately, it is often the laboratory that suffers the most.

Turning the Information Services operation over to an external supplier, i.e., outsourcing, is one strategic approach that some companies adopt. That way the organization deals with a single vendor, but through the outsourcing contract, can enjoy the benefits of technology from many sources. For many, it is the best of both worlds.

Outsourcing Your Network Management

One outsourcing option is a bundled computing solution from Digital, Novell and PE Nelson. PE Nelson combines the expertise of these partners in to a single package called Integration Services. No more multiple phone calls to different vendors or multiple hardware maintenance contracts. Instead, analytical chemists now have a single point of contact worldwide to access a full range of turnkey data handling, networking, and laboratory computing services.

"Utilizing the expertise of each partner, PE Nelson will provide complete account servicing," Paul Batchelder emphasizes. "This includes in-depth planning expertise, turnkey integration of chromatography lab workstations with other computing systems, and on-going system management."

"This strategy is the culmination of the talents, resources, experience, and industry expertise of each organization," he continues, "and is the direct result of listening to our customers and to their needs for more efficient information control."

Integrated Services offers a range of choices, from planning, design, network integration, and system training and support to network maintenance services. You can utilize as much or as little of the service as you need.

U.S. Bioscience chose to utilize the total package. "Starting out as a new lab, it's not easy to define all your objectives. With this system, we have lots of flexibility, lots of expandability," avers Mike Kolpak.

David Chamberlain is to the point. "I could have purchased all the equipment separately for less. But what I didn't want to have happen was fingerpointing between vendors when problems arose. It was not worth it to save a few dollars. I needed comprehensive support more."

"We were not necessarily looking for a turnkey solution, just a solution. PE Nelson had the best all around answer to our questions on the product, the support, the track record. The chemists got the answers they needed. I got the answers I needed," adds Mike Kolpak. "Because we've got just one lab, we can't afford downtime. We're bringing our area of expertise in-house and hiring the experts to handle other activities."

Searle also felt strongly about utilizing a single vendor. According to Alan Wickman, "We were specifically looking for a turnkey solution. From a management perspective, choosing a single vendor would make the system easier to control and expedite troubleshooting."

Planning for the Future

While each of these companies suggests building in features to address potential future needs, just what can you expect? How can you anticipate changes in technology that haven't yet taken place?

The best advice is to select an open system architecture that offers flexibility and upgradability. Look for a system that handles multiple protocols. If you're not considering linking to a LIMS immediately, build in the capability to set one up.

For U.S. Bioscience, "the hardest thing was to predict our needs, both present and future. When you build from scratch like we did, you need to build in flexibility for the future," states Mike Kolpak.

Dan Scofield keeps close tabs on what happens in the computing and networking marketplace. Based on his observations, he offers the following perspective. "The future of computing is going to be one of alliances and partnerships with competitors and customers. It is no longer a closed issue," he predicts. "The biggest thing will be mobile computing: the ability to get to your information and communicate globally. It's the power thing of the 90's."

"Companies that will be successful," Dan stresses, "will be those who develop partnerships and leverage those partnerships to strengthen their core competencies. PE Nelson is the precursor of what's to come. They really play off Digital's strengths in a very complementary relationship."

Built in flexibility. Extended information access for greater productivity. The partnering of knowledge and expertise, both internally between MIS and the laboratory, and externally between vendors with bundled offerings. These trends are happening now and will continue to happen in the future. Flexibility and open systems are the key to taking advantage of what you need now and what's to come.


The above article was written by Helen Gillespie, Web Master for the LIMSource, and reprinted from Scientific Computing & Automation, November 1992

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