Key Steps for a Successful UI Transition

Whether you’re implementing a brand new software solution or updating an existing solution, changes that affect the workflow of team members are often a major pain point for organizations. Taking steps to manage and communicate these changes and their benefits to your users can greatly reduce the friction faced during implementation and, in turn, increase adoption by users. As you prepare to transition to the new LabKey Server UI (being released as part of LabKey Server v17.3), we encourage you to take the following steps to help manage this change and help make the UI transition a success.

Test the Redesigned Interface

Test the new interface extensively in your staging and/or test environments. As part of the 17.2 release of LabKey Server, we included the “Core UI Migration” experimental feature that allows administrators to turn on the new UI. While the interface is still in active development and certain elements may shift slightly, the bulk of the navigation changes are represented, and we encourage administrators to explore the new UI and test for:

Changes to your primary user workflows (editors, readers, administrators, etc.)
Go through the workflows of your primary users; click through the available buttons and navigate through the interface as your user would, checking for changes to their standard workflows.

Broken customizations
Check to see that customizations you have made to the interface are still functioning as expected. As part of the UI redesign, we have refactored a good portion of our own CSS in order to make it easier to maintain the platform in the long run. As a result customizations made to your server’s CSS may need updating.

UI bugs that should be reported to LabKey
Reporting bugs that you encounter during testing is an important part of the redesign process. Your feedback helps us identify and prioritize fixes that need to be made to the interface.

Identifying updates that need to be made to your server customizations and changes to your user workflows early will give you the opportunity to make adjustments and prepare for any new-interface training that might need to be done with users.

Set a Go Live Date

Decide on a date that you will make the transition to the new UI. Make sure you account for adequate time to test the new version, communicate upcoming changes and your transition plan, and train users on the new UI.

Communicate Upcoming Changes and Transition Plan

Communicating upcoming changes and their implications for your users early and often is crucial to a smooth interface transition. When communicating details about the interface transition to users, make sure to include information about:

  • Transition timeline
  • Key benefits of the transition
  • Key changes/potential areas of frustration
  • How users can ask questions
  • How users can provide feedback

Provide User Training

Some of the changes being made to the LabKey Server interface during this redesign will affect how users perform certain tasks. If you discover through testing the interface in the context of your team’s key workflows that core tasks are affected by navigation changes, then providing training on how to accomplish this work in the new interface will help avoid frustration. For smaller changes, simply documenting the new process may be sufficient training, but in cases where a user’s workflow is significantly changed a training session may be more appropriate.

Answer Questions

Even with thorough testing, communication, and training, questions from your users are still inevitable. Develop and communicate how users can ask questions as they are are adjusting to the redesigned interface. Depending on the size of your team, that may mean communicating who the contact person is for questions, you may create a message board for questions and discussion, or you may host a handful of Q&A workshop sessions post-implementation. Whatever the method, making sure a user knows how they can have their questions answered will help prevent frustration when they encounter a change to their workflow.

Provide Feedback

Communicating feedback to the LabKey team is an essential part of the redesign process, and we are committed to making sure that you and your users have the best possible experience using LabKey Server. As you explore the redesigned interface in your test environment as an experimental feature, you can provide feedback using the “Give Feedback” button in the top right corner of the interface. You can also provide feedback directly to your LabKey account manager.

Related Resources

Genomics England and LabKey: Creating and securing “a dialogue between the clinical context and researchers.”

Genomics England 100,000 Genomes ProjectIn late 2015, Genomics England began working with LabKey to develop a LabKey Server-based data management and exploration portal that would facilitate the knowledge sharing dialogue between clinicians and researchers as part of the UK’s 100,000 Genomes Project.

The 100,000 Genomes Project, as characterized by Genomics England’s Chief Technology Officer, Jim Davies, is intended to promote “a dialogue between the clinical context and researchers.” This project, the largest national sequencing project of its kind in the world, will give both clinicians and researchers access to an unprecedented depth of data and information through the sequencing of 100,000 genomes from approximately 70,000 people including patients with a rare disease and their families, as well as patients with cancer. The mission of this dialogue is to ultimately bring benefit to patients and to enable new scientific discovery and medical insights in an ethical and transparent manner that will promote the development of a UK genomics industry.

The first phase of this collaboration centered around providing clinicians and researchers access to centralized phenotypic and sample information gathered from sites across the UK while ensuring security and privacy of patient information. The LabKey team focused development efforts during phase 1 on the aggregation, review, and integration of phenotype and genotype information from cancer and rare disease patient data.

This phase has provided:

  • Secure, extensible and reliable pipelines for data collection from 13 NHS Genomic Medicine Centres leading participant recruitment and partnering hospitals & clinics
  • Medical review workflow to assess data gathered of participants and families
  • Web portals for secure access of data
  • LabKey Server’s built-in reporting, querying, and visualization tools

LabKey and Genomics England are bringing the value of dialogue to the development process. LabKey is excited to continue its tradition of collaborating closely with its partners. With Genomics England, LabKey has developed a deep shared understanding of goals leading to a phased development roadmap of the LabKey Server platform. Close communication and collaboration will enable LabKey to flexibly accommodate new requirements and priority shifts to ensure a high-quality final product.

LabKey looks forward to the next phase of development of a “research” LabKey Server platform that will securely store and enable access to de-identified information that can be used by clinicians and researchers for advanced analysis. LabKey is proud to support Genomics England’s mission to promote a productive “dialogue” that will improve patient outcomes and scientific progress.

To learn more about the 100,000 Genomes Project, visit: https://www.genomicsengland.co.uk/the-100000-genomes-project/

Allen Institute for Cell Science Uses LabKey to Simplify Workflows and Accelerate Target Identification

LabKey partners at the Allen Institute for Cell Science are doing things a little differently. Launched in 2014 with a contribution from founder and philanthropist Paul G. Allen, the Institute was formed to integrate diverse technologies and approaches to study the cell as an integrated system. They are asking fundamental questions about cellular behavior to better understand healthy and pathological cells. Data and tools developed by the Institute are made publicly available to researchers around the world.

The Allen Institute for Cell Science team uses genome editing to add fluorescent markers to proteins in key cellular machinery and uses light microscopy to study the organization of that machinery and how it changes. During the generation of genome edited cell lines, they conduct quality control steps, including genotyping, stem cell marker analysis, karyotype testing, deep sequencing, and image-based assays. They also generate clonal lines for each gene and ensure that the cell line is useful for long term experiments. This work requires tracking cells, cell lines, genes, and all other quality control components through approximately 40 workflow steps.

The Allen Institute for Cell Science uses LabKey Server to capture metadata and assay data on each gene, cell, cell line, clone, and vector at each stage in the workflow: information that was previously housed in spreadsheets and raw data files. The Institute relies on the integrated views and query-ability of their LabKey managed data to efficiently identify target cells/cell lines to explore. Their use of LabKey Server also allows them to track the status of each entity as it makes its way through the processing pipeline, as well as monitor their complete workflow.

Allen Institute for Cell Science + LabKey Server Workflow

By centralizing their data, the Allen Institute for Cell Science will be able to accelerate their analysis and use insights gathered about their workflow to optimize their operations.

[vc_cta h2=”” shape=”square” style=”custom” custom_background=”#ededed”]Interested in using LabKey Server to optimize your workflow and accelerate data analysis?  Contact the LabKey team for more information![/vc_cta]

Next Generation Clinical Trial Transparency: Providing Management and Analysis of RNA Sequencing Data

LabKey has begun work with long-time partner the Immune Tolerance Network (ITN) to further clinical trial transparency by extending the LabKey Server platform to support management of RNA sequencing (RNA-Seq) and Next Gen Sequencing data. The ITN will be providing access to sequencing data, connecting raw data to downstream sequence analysis and visualizations that incorporate clinical data and other assay data through ITN’s research web portal, ITN TrialShare.

ITN TrialShare is an application built on the LabKey Server platform that supports both operational data management and post-publication sharing of data from clinical trials. ITN TrialShare was the first application of its kind to allow direct linking from major clinical trial publications to de-identified participant-level data and analyses.

As part of this new project, the LabKey team will provide custom development and configuration services to extend ITN TrialShare to support integration of and enhanced access to sequencing data. Improvements being explored as part of this project include:

  • Support for big data downloads such as FAST-Q and BAM raw data files
  • Integration with sequencing data transfer tools such as Globus Genomics
  • The addition of assay data filtering for RNA-Seq data, T-cell Repertoire, and WGS data
  • Support for Shiny in LabKey’s reporting framework, allowing real-time visualization of big data

[vc_cta h2=”” shape=”square” style=”custom” custom_background=”#ededed”]Interested in using LabKey Server to manage your research and help promote data transparency at your organization?  Contact the LabKey team for more information![/vc_cta]

About the Immune Tolerance Network

The Immune Tolerance Network (ITN) is a collaborative network for clinical research focused on the development of therapeutic approaches for asthma and allergy, autoimmune diseases, type 1 diabetes and solid organ transplantation that lead to immune tolerance. The ITN encompasses over 250 clinical sites and investigators and 14 core labs supporting 95 clinical trials (23 Allergy trials; 43 Autoimmunity trials; 29 Transplant trials). Read about LabKey and ITN’s partnership to develop ITN TrialShare >

LabKey to Provide Back End Data Storage and Analysis Portal for ResearchKit- and ResearchStack-based Apps

We are very excited to share that LabKey was recently selected to deliver a HIPAA and FISMA compliant data storage environment to support the collection of patient-provided data through a set of mobile device applications being developed by Boston Technology Corporation.

LabKey Server will serve as a centralized repository for data collected via the ResearchKit- and ResearchStack-based mobile applications and will integrate this data with related clinical information. The platform will also provide a portal for clinical partners to access and explore integrated data, conduct analysis, and share information with collaborators, using LabKey Server’s robust role-based permissions model and advanced security features to ensure HIPAA- and FISMA-compliant treatment of protected data.

The LabKey team is excited about this new project and the functionality it will bring to the LabKey Server platform, paving the way for future integrations with mobile research applications. This project will introduce the use of the LabKey Server platform as an enterprise-level back end service for applications developed with ResearchKit® and ResearchStack, and will allow us to offer this powerful technology to cutting-edge researchers who require rapid integration of patient-reported data with clinical data.[vc_cta h2=”” shape=”square” style=”flat”]Interested in using LabKey Server as a data management and analysis platform for your mobile app?
Contact the LabKey team to learn more!
[/vc_cta][vc_column width=”3/4″]

About Boston Technology Corporation

Boston Technology Corporation (BTC), a Boston-based digital health technology services company, provides mobile and web solution development for secure patient experience and engagement, medical and clinical research and IoT Human Interface applications. Please visit their case studies page for more information on applications developed by BTC for provider organizations, biotech and medical device companies, and major universities.[vc_column width=”1/4″][vc_single_image image=”76328″ img_size=”” onclick=”custom_link” link=”http://www.researchstack.org”][vc_column width=”3/4″]

About ResearchStack

ResearchStack is an SDK and UX framework for building research study apps on Android. It is designed from the ground up to meet the requirements of most scientific research, including capturing participant consent, extensible input tasks, and the security and privacy needs necessary for IRB approval.[vc_column width=”1/4″][vc_single_image image=”76327″ alignment=”center” onclick=”custom_link” link=”http://www.researchstack.org”][vc_column width=”3/4″]

About ResearchKit

ResearchKit is an open source framework introduced by Apple that allows researchers and developers to create powerful apps for medical research.[vc_column width=”1/4″]

LabKey Kicks Off Abstraction and NLP Pipeline Project for NCI SEER

In support of the National Cancer Institute (NCI) and the Department of Energy (DoE) initiative to use large-scale computing to influence cancer science, NCI’s Surveillance, Epidemiology, and End Results (SEER) Program has partnered with LabKey to develop an abstraction workflow and Natural Language Processing (NLP) pipeline that will automate the annotation and review of free-text pathology reports.

The NCI SEER Program works to provide information on cancer statistics in an effort to reduce the burden of cancer among the U.S. Population. SEER currently collects and publishes cancer incidence and survival data from population-based cancer registries covering approximately 30 percent of the U.S. population. The registries receive at least one unstructured pathology report on the more than 450,000 cases reported annually that are used in conjunction with other sources to abstract relevant information on the cases.

The initial version of the application will allow SEER to identify and select pathology reports of interest using a Linguamatics-based text-mining tool and make them available in a LabKey Server portal for manual annotation and abstraction of key elements. An annotation and task management pipeline will manage the stages of the abstraction, annotation, and review process, ensuring consistency by standardizing tasks and automating the workflow. To ensure the security of data being processed and generated, the application will utilize LabKey Server’s role-based security model and facilities that ensure regulatory compliance.

Future phases of development will introduce the use of Natural Language Processing engines to further accelerate the annotation process. Manually abstracted data from the initial phase of the project will be used by DoE laboratories to help develop and train NLP algorithms that will then be used to automate the abstraction of large numbers of pathology reports.


LabKey Server for Your Research

Interested in exploring LabKey Server as a bioinformatics solution for your organization? Contact us and the LabKey team will work with you to understand your needs and help determine if LabKey is the right fit for your research.

[wpi_designer_button text=’Contact Us’ link=’/about/contact-us/’ style_id=’75523′ target=’self’]

Skyline User Group Presentation: Improved Quality Control Workflows and Other Panorama Updates

06082016-josh-asms-video-presentationDidn’t make it to this year’s Skyline User Group Meeting? Watch recorded sessions from the event, including Josh Eckels presentation on “Improved Quality Control Workflows and Other Panorama Updates.”

[wpi_designer_button text=’Watch Presentation’ link=’https://skyline.gs.washington.edu/labkey/wiki/home/software/Skyline/events/2016%20User%20Group%20Meeting%20at%20ASMS/page.view?name=eckels#’ style_id=’75523′ target=’self’]

Presentation Overview

Panorama is a web-based complement to Skyline, used by more than a hundred organizations to manage, analyze, and share targeted mass spec data generated by Skyline. Since being unveiled at ASMS 2015, Panorama’s support for QC workflows has expanded significantly. With input from the SProCoP team and the user community, new and improved metrics, automation, and visualizations build on the previous functionality. Additionally, Skyline and Panorama now include document version tracking for method building and other workflows, and Panorama now supports small molecule data. This presentation will demonstrate the new capabilities and outline plans for Panorama’s ongoing development.

About Josh

Josh Eckels has lead development on proteomics related projects for LabKey Server over the past 10+ years, and he currently oversees Panorama development. He is experienced in security-related projects, client-side end user applications, and server-side development. Prior to joining LabKey, Josh worked most recently on Amazon.com’s data warehouse, developing the software that schedules and executes loading and querying of more than 30 terabytes of data. Before that, he was the team lead for the debugger for BEA System’s WebLogic Workshop. At LabKey, he focuses on mass spectrometry, other assay types, experimental annotations and general infrastructure. Josh has a BS in Computer Engineering from Northwestern University.

Speaking LabKey: Quick Guide to LabKey Server Terminology

There are many complexities involved with incorporating a data management platform into your workflow, but terminology shouldn’t be one of them! This quick guide to LabKey Server standard terms will have you speaking LabKey in no time.

User Interface Terms


Web Part – A user interface panel designed for specific functionality. Examples: file management panel, wiki editor, data grid.

Dashboard/Tab – A collection of web parts assembled together for expanded functionality.

Folder – Folders are the “blank canvases” of LabKey Server: the workspaces where you organize web parts and dashboards. Folders are also important in security: they form the main units around which security is applied and administered.

Project – Projects are top level folders. They function like folders, but have a larger scope. Projects form the centers of configuration, because the settings made at the project level cascade down into their sub-folders by default. (You can reverse this default behavior if you wish.)

Assay/Assay Design – A container for instrument-derived data, customizable to capture information about the nature of the experiment and instrument.

List – A general data table – a grid of columns and rows.

Dataset – A table like a list, but associated with and integrated into a wider research study. Data placed into a dataset is automatically aligned by subject ids and timepoints.

Data Grid – A web-based interactive table that displays the data in a Dataset, List, Query.

Report – A transformational view on the underlying data, produced by applying a statistical, aggregating, or visualizing algorithm. For example, an R script that produces a scatter plot from the underlying data.

Database Terms


Table – The primary data container in the database – a grid of rows and columns.

Query – A selection of data from tables (Lists and Datasets). Queries form the mediating layer between LabKey Server and the database(s). Queries are useful for staging data when making reports: use a query to select data from the database, then base a report on the query. Each table presents a “default query”, which simply repeats the underlying table. Users can also create an unlimited number of custom queries which manipulate the underlying tables either by filtering, sorting, or joining columns from separate tables.

View – Formatting and display on top of a query, created through the data grid web user interface.

Schema/Database Schema – A collection of tables and their relationships. Includes the columns, and any relationships between the columns. LabKey uses schemas to solve many data integration problems. For example, the structure of the ‘study’schema anticipates (and solves) many challenges inherent in an observational/cohort study.

Lookups – Lookups link two table together, such that a column in the source table “looks up” its values in the target table. Use lookups to consolidate data values, constrain user data entry to a fixed set of values, and to create hybrid tables that join together columns from the source and target tables. Lookups form the basis of data integration in LabKey Server. LabKey Server sees foreign key/primary key column relationships as “lookup” relationships.

Assay Terms


Assay design – A container for capturing assay data. Assay designs can be generic, for capturing any sort of assay data (see GPAT below), or specific, for capturing data from a targeted instrument or experiment.

Assay type – Assay designs are based on assay types. Assay types are “templates”, often defined to support a specific technology or instrument such as Luminex, Elispot, ELISA, NAb, Microarray, Mass Spectrometry, etc.

Assay results (also referred to as assay data) – The individual rows of assay data, such as a measured intensity level of a well or spot.

Assay run – A grouping of assay results, typically corresponding to a single Excel file or cycle of a lab instrument on a specific date and time, recorded by a researcher or lab technician who will specify any necessary properties.

Assay batch – A grouping of runs that are imported into LabKey Server in a single session.

GPAT – General Purpose Assay Type. The most generic assay type/”template”, used to import a single tabular data block from a spreadsheet or text file. At assay design time, the GPAT type can infer the field names and types from an example instance of the data it is designed to store. GPAT assays don’t perform any analysis of the data, other than collecting and storing. Like any data capture device in LabKey Server, you can layer queries, reports, visualizations on top of GPAT designs, such as SQL queries, R reports, and others. There are many other assay types that are specialized for a specific instrument or experiment type, such as Luminex, Elispot, ELISA, mass spectrometry etc. These specialized assay types typically provide built-in reports and visualizations specifically tailored to the given instrument or experiment type.

ETL (Extract, Transform, Load) Terms


Transform – An operation that copies data from the result of a source query into a destination dataset or other tabular data object.

ETL XML File – A file that contains the definition of one or more transforms.

Filter strategy – A setting that determines which rows are considered before the source query is applied.

Target option – A setting that determines what the transfer does when the source query returns keys that already exist in the destination.

Study Terms


Study – A container for integrating heterogeneous data. Studies bring together data of different types and shapes, such as medical histories, patient questionnaires, assay/instrument derived data, specimen inventories, etc. Data inside of ‘study datasets’ is automatically aligned by subject id and time point.

Subject – The entity being tracked in a study, typically an organism such as a participant, mouse, mosquito, etc.

Visit/Timepoint – Identifier or date indicating when the data was collected.

Dataset – The main tables in a LabKey Server Study, where the heterogeneous data resides. There are three sub-groups: demographic datasets, clinical datasets (the default), and assay/specimen datasets.

Looking for more set-up information?
Visit the LabKey Support portal for tutorials and documentation.

Ready to get started?
Download LabKey Server Community Edition.

O’Connor Lab Applauded for Real-Time Data Sharing

Our collaborators at the O’Connor Lab (University of Wisconsin-Madison) are making headlines for releasing real-time data via LabKey Server to help accelerate Zika virus research. Recently featured in the Nature article “Zika researchers release real-time data on viral infection study in monkeys,” Dave O’Connor and his team are being applauded for making their research available so quickly.

“O’Connor’s team is to be lauded for their efforts to make their Zika virus data publicly available as soon as possible,” says Nathan Yozwiak, a senior scientist in Pardis Sabeti’s laboratory [computational geneticist at the Broad Institute and Harvard University in Cambridge] “Distributing up-to-date information — in this case, animal model data — as widely and openly as possible is critical during emergencies such as Zika, where relatively little is known about its pathogenesis, yet public concerns and attention are so high.”

The O’Connor lab uses LabKey Server to manage their extensive list of experiments, Illumina sequencing data, purchases, oligonucleotides, freezer samples, and other lab inventory, as well as to provide basic electronic lab notebook (ELN) functionality. To make their LabKey Server data public, the O’Connor lab simply had to update the study permissions.

“It was easy for the ZEST members to make their online lab notebook open to all, O’Connor says. The team uses the biomedical-research collaboration system LabKey Server, as does the Wisconsin National Primate Research Center in Madison, which is where many of the ZEST collaborators work and which (along with the US National Institutes of Health) is supporting the research. Researchers created a study to store and update their data, and simply had to switch permissions to allow anyone to view it. Meanwhile, regulatory agencies at the University of Wisconsin–Madison understood that the work was time-sensitive and expedited approvals for animal care and biosafety (without reducing scrutiny, O’Connor adds).”

[wpi_designer_button text=’Read the Full Article on Nature.com’ link=’http://www.nature.com/news/zika-researchers-release-real-time-data-on-viral-infection-study-in-monkeys-1.19438′ style_id=’75523′ target=’self’]