Where to Start a Laboratory Automation Project

Intended audience: People new to automation projects, maybe in startups, and in particular, students.

Objective: To give them a starting point for organizing and planning projects.

Why would this be important? If you don’t have a solid starting point, you’ll never get anywhere.  This is in part educational, helping define the initial stages of planning and direction setting.

Guide for Management: Successfully Applying Laboratory Systems to Your Organization’s Work

Laboratory informatics involves a collection of technologies that range from sample storage management and robotics to database/workflow management systems such as laboratory information management systems (LIMS) and electronic laboratory notebooks (ELN), with a lot of task-specific tools in between. These components were designed by a number of vendors who saw specific needs and developed products to address them. Those products in turn were presented to laboratories as a means of solving their instrumental data collection and analysis, sample preparation, data management, and document management issues. With many needs and so many ways to address them, how do you go about choosing a set of products that will work for you?

That is what this set of webinars is all about. We introduce the technologies and position them for you so that you can see how they may or may not apply to your work. Then we address the very real world topic of justifying the investment needed to put those tools to use in your laboratories.

Once that foundation has been put in place we cover:

  • Technology planning and education: Planning is essential for success in this work. We look at how to go about it, who to involve, and methodologies for carrying out the work. We also look at the associated knowledge necessary to be effective.
  • Implementation: Informatics systems can be a challenge to implement. We look at what is needed to minimize risks and make the implementation easier, as well as the support requirements needed to manage their use in your laboratory environment.
  • Regulatory guidelines and compliance: We also address regulatory guidelines and compliance and how they can affect every laboratory application.
  • The future: What developments will arise and be needed in the future? We wrap up the series with those details.

The material in the link below gives you access to a series of slides and transcripts of a webinar series consisting of an introduction plus:

  • Laboratory Informatics Technologies
  • Laboratory Informatics and Return on Investment
  • Technology Planning and Education
  • LIMS/LIS, ELN, SDMS, IT, and Education
  • Supporting Laboratory Systems
  • Instrument Data Systems
  • Laboratory Processes

This link give you access to the material through LIMSwiki.

Elements of Laboratory Technology Management

This discussion is less about specific technologies than it is about the ability to use advanced laboratory technologies effectively. When we say “effectively,” we mean that those products and technologies should be used successfully to address needs in your lab, and that they improve the lab’s ability to function. If they don’t do that, you’ve wasted your money. Additionally, if the technology in question hasn’t been deployed according to a deliberate plan, your funded projects may not achieve everything they could. Optimally, when applied thoughtfully, the available technologies should result in the transformation of lab work from a labor-intensive effort to one that is intellectually intensive, making the most effective use of people and resources.

People come to the subject of laboratory automation from widely differing perspectives. To some it’s about robotics, to others it’s about laboratory informatics, and even others view it as simply data acquisition and analysis. It all depends on what your interests are, and more importantly what your immediate needs are.

People began working in this field in the 1940s and 1950s, with the work focused on analog electronics to improve instrumentation; this was the first phase of lab automation. Most notably were the development of scanning spectrophotometers and process chromatographs. Those who first encountered this equipment didn’t think much of it and considered it the world as it’s always been. Others who had to deal with products like the Spectronic 20[a] (a single-beam manual spectrophotometer), and use it to develop visible spectra one wavelength measurement at a time, appreciated the automation of scanning instruments.

Mercury switches and timers triggered by cams on a rotating shaft provided chromatographs with the ability to automatically take samples, actuate back flush valves, and take care of other functions without operator intervention. This left the analyst with the task of measuring peaks, developing calibration curves, and performing calculations, at least until data systems became available.

The direction of laboratory automation changed significantly when computer chips became available. In the 1960s, companies such as PerkinElmer were experimenting with the use of computer systems for data acquisition as precursors to commercial products. The availability of general-purpose computers such as the PDP-8 and PDP-12 series (along with the Lab 8e) from Digital Equipment, with other models available from other vendors, made it possible for researchers to connect their instruments to computers and carry out experiments. The development of microprocessors from Intel (4004, 8008) led to the evolution of “intelligent” laboratory equipment ranging from processor-controlled stirring hot-plates to chromatographic integrators.

As researchers learned to use these systems, their application rapidly progressed from data acquisition to interactive control of the experiments, including data storage, analysis, and reporting. Today, the product set available for laboratory applications includes data acquisition systems, laboratory information management systems (LIMS), electronic laboratory notebooks (ELNs), laboratory robotics, and specialized components to help researchers, scientists, and technicians apply modern technologies to their work.

While there is a lot of technology available, the question remains “how do you go about using it?” Not only do we need to know how to use it, but we also must do so while avoiding our own biases about how computer systems operate. Our familiarity with using computer systems in our daily lives may cause us to assume they are doing what we need them to do, without questioning how it actually gets done. “The vendor knows what they are doing” is a poor reason for not testing and evaluating control parameters to ensure they are suitable and appropriate for your work.

View the full article on LIMSforum

Laboratory Technology Management & Planning

This document is based on a presentation delivered at the 2nd Annual Lab Asset & Facility Management in Pharma 2019 conference held in San Diego, CA, on October 22nd, 2019. It is not a verbatim transcript, but an expansion of the material presented. The presentation ran two hours, and even with that there was a limit to the depth I could go into; and even with the added material we are only touching lightly on these topics. Plus there is the ever present “I should have added…” as you move through the material, so that material has been included as well.

Among the complaints about scientific work—in any discipline—is that it is expensive, inefficient, sometimes difficult to reproduce, and slow to execute. Part of that is due to the nature of research; you are moving into new territory and there is no map. Another aspect to it is that we have a lot of technology to work with but it isn’t used effectively.

Among the reasons we bring advanced technologies into scientific work, they enable us to do things we otherwise couldn’t, improve operational efficiency, and improve the return on corporate investments in scientific projects.

Instrumentation, computers, software, and networks, from a variety of vendors, are designed to do specific jobs but often do not to work well together. And then there are the results of scientific work: knowledge, information, and data, which are often not well managed, in incompatible databases, files, and spreadsheets. That doesn’t include upgrades to systems and support. An answer to those issues is effective technology management and planning. That work should yield better organized systems, reduced costs, better workflows, and improved ROI. How do you go about it? That is what we’ll start to address in this material.

Click here to view/download the presentation PDF file

Laboratory Technology Planning and Management: The Practice of Laboratory Systems Engineering

What separates successful advanced laboratories from all the others? It’s largely their ability to meet their goals, with the effective use of resources: people, time, money, equipment, data, and information. The fundamental goals of laboratory work haven’t changed, but they are under increased pressure to do more and do it faster, with a better return on investment (ROI). Laboratory managers have turned to electronic technologies (e.g., computers, networks, robotics, microprocessors, database systems, etc.) to meet those demands. However, without effective planning, technology management, and education, those technologies will only get labs part of the way to meeting their needs. We need to learn how to close the gap between getting part-way there and getting where we need to be. The practice of science has changed; we need to meet that change to be successful.

This document was written to get people thinking more seriously about the technologies used in laboratory work and how those technologies contribute to meeting the challenges labs are facing. There are three primary concerns:

  1. The need for planning and management: When digital components began to be added to lab systems, it was a slow incremental process: integrators and microprocessors grew in capability as the marketplace accepted them. That development gave us the equipment we have now, equipment that can be used in isolation or in a networked, integrated system. In either case, they need attention in their application and management to protect electronic laboratory data, ensure that it can be effectively used, and ensure that the systems and products put in place are both the right ones, and that they fully contribute to improvements in lab operations.
  2. The need for more laboratory systems engineers (LSEs): There is increasing demand for people who have the education and skills needed to accomplish the points above and provide research and testing groups with the support they need.[a]
  3. The need to collaborate with vendors: In order to develop the best products needed for laboratory work, vendors should be provided more user input. Too often vendors have an idea for a product or modifications to existing products, yet they lack a fully qualified audience to bounce ideas off of. With the planning in the first concern in place, we should be able to approach vendors and say, with confidence, “this is what is needed” and explain why.

If the audience for this work were product manufacturing or production facilities, everything that was being said would have been history. The efficiency and productivity of production operations directly impacts profitability and customer satisfaction; the effort to optimize operations would have been an essential goal. When it comes to laboratory operations, that same level of attention found in production operations must be in place to accelerate laboratory research and testing operations, reducing cost and improving productivity. Aside from a few lab installations in large organizations, this same level of attention isn’t given, as people aren’t educated as to its importance. The purpose of this work is to present ideas of what laboratory technology challenges can be addressed through planning activities using a series of goals.

View the article on LIMSforum

Considerations in the Automation of Laboratory Procedures

Scientists have been dealing with the issue of laboratory automation for decades, and during that time the meaning of those words has expanded from the basics of connecting an instrument to a computer, to the possibility of a fully integrated informatics infrastructure beginning with sample preparation and continuing on to the laboratory information management system (LIMS), electronic laboratory notebook (ELN), and beyond. Throughout this evolution there has been one underlying concern: how do we go about doing this?

The answer to that question has changed from a focus on hardware and programming, to today’s need for a lab-wide informatics strategy. We’ve moved from the bits and bytes of assembly language programming to managing terabytes of files and data structures.

The high-end of the problem—the large informatics database systems—has received significant industry-wide attention in the last decade. The stuff on the lab bench, while the target of a lot of individual products, has been less organized and more experimental. Failed or incompletely met promises have to yield to planned successes. How we do it needs to change. This document is about the considerations required when making that change. The haphazard “let’s try this” method has to give way to more engineered solutions and a realistic appraisal of the human issues, as well as the underlying technology management and planning.

Why is this important? Whether you are conducting intense laboratory experiments to produce data and information or making chocolate chip cookies in the kitchen, three things remain important: productivity, the quality of the products, and the cost of running the operation. In any case, if the productivity isn’t high enough, you won’t be able to justify your work; if the quality isn’t there, no one will want what you produce. Conducting laboratory work and making cookies have a lot in common. Your laboratories exist to answer questions. What happens if I do this? What is the purity of this material? What is the structure of this compound? The field of laboratories asking these questions is extensive, basically covering the entire array of lab bench and scientific work, including chemistry, life sciences, physics, and electronics labs. The more efficiently we answer those questions, the more likely it will be that these labs will continue operating and, that you’ll achieve the goals your organization has set. At some point, it comes down to performance against goals and the return on the investment organizations make in lab operations.

This article looks at conditions that need to be met before you embark on the automation of a laboratory process. It comes down to a key factor: is it worth it? What will you gain by doing it, how much effort will it take, and will it significantly improve lab operations?

The material can be access through this link to the LIMSwiki.