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Student Study Guide With IBM® SPSS® Workbook for Research Methods, Statistics, and Applications

• Kathrynn A. Adams - Guilford College
• Eva K. McGuire - Guilford College
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Although in my course I do not use Spss but Stata, I find this Study guide extremely useful in that it provides many different types of exercises and activities tied to each textbook chapter. I will use the Student Guide for proposing weekly activities.

KEY FEATURES: 

• Learning Objectives are listed in both the textbook and the study guide to help students reorient to the textbook chapter and serve as a reminder to consider what they have learned and what areas require additional review.
• Brief  Chapter Summaries  orient students to the material in the main text.
• Practice quizzes  help students strengthen their recall of the material and recognize where they may need to go back and reread the text. 
• Answers to quizzes  are provided after the quizzes for immediate feedback. 
• Short exercises  lend themselves to in-class or in-lab activities and discussion, especially when students are required to complete the fill-in-the blank sections prior to class or lab.  
• The Your Research section has students apply key concepts and skills from the chapter to a research topic of their choice to encourage them to think about and develop their own area of research and promote deeper understanding and integration of the material. 
• Step-by-step directions for IBM® SPSS® Data Analysis and Interpretation  are now included all at the back of the book students gain competence using the program as well as interpreting and writing up results.  

We have used the previous version of the study guide in our research methods and analysis course and students reported the exercises to be invaluable. We found students were much more prepared for class and asked better questions as a result of assigning the exercises as homework. Consequently, for this edition, we moved the exercise answer keys to the Instructor Resource site so that professors can decide how and when to share the answers with students. In order to allow students to check their knowledge of key concepts, we added multiple choice quizzes at the beginning of each study guide chapter followed immediately by the answers.

For the third edition, we moved directions for SPSS ® to a separate IBM ® SPSS ® Workbook section. We believe this will make finding the directions for specific analyses easier, and students can easily refer back to the workbook throughout their academic careers and beyond. The workbook organization matches the guidelines on selecting statistical analyses and includes similar flowcharts found in the final, “Putting it all Together” chapter of the textbook. In the workbook, we provide guidelines and examples for writing up results in APA style. Practice exercises are provided to help students gain competence using the program as well as interpreting and writing up results. We have used a version of this IBM ® SPSS ® workbook in our research methods and analysis course for over 15 years, and students tell us that they cannot imagine getting through the course without it. We also created an alternative workbook for jamovi that is available on the instructor resource site.

Sample Materials & Chapters

CHAPTER 1 Thinking Like a Researcher

CHAPTER 2 Build a Solid Foundation for Your Study Based on Past Research

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A Handy Workbook for Research Methods & Statistics

Authors: Phil McAleer

Aim: A Handy Workbook to help students understand Research Methods and Statistics through worked examples and self-tests.

Note: This book is a living document and will be regularly checked and updated for improvements. This book is still in development and any issues or suggestions can be emailed to please Phil McAleer or logged as an issue on the Github repository

R Version: This book has been written with R version 4.1.1 (2021-08-10)

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Revision Help: Research Methods for A-Level Psychology

Last updated 5 Sept 2020

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Use these revision materials to help with your studies of Research Methods for A-Level Psychology.

REVISION QUIZZES ON RESEARCH METHODS

Research methods - correlations.

Quizzes & Activities

Research Methods - Demand Characteristics, Investigator Effects and Pilot Studies

Research methods - descriptive statistics, research methods - ethics, research methods - experimental method, research methods - variables, research methods - observational techniques, research methods - sampling, research methods - self report techniques, research methods - types of data, study notes on research methods, aims and hypotheses.

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Content Analysis

Content and thematic analysis, control of extraneous variables, operationalisation, investigator effects, sampling techniques, types of experiment: overview, role of peer review in the scientific process, research control, self-report techniques, independent and dependent variables, measures of central tendency, case studies, ethics and psychology, observational techniques - introduction, experimental design, questionnaires​, measures of disperson, ethical issues of psychological investigation, observational techniques - strengths and limitations, correlations, demand characteristics, reliability, our subjects.

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Graduate research methods in social work

(2 reviews)

Matt DeCarlo, La Salle University

Cory Cummings, Nazareth University

Kate Agnelli, Virginia Commonwealth University

Copyright Year: 2021

ISBN 13: 9781949373219

Publisher: Open Social Work Education

Language: English

Formats Available

Conditions of use.

Learn more about reviews.

Reviewed by Laura Montero, Full-time Lecturer and Course Lead, Metropolitan State University of Denver on 12/23/23

Graduate Research Methods in Social Work by DeCarlo, et al., is a comprehensive and well-structured guide that serves as an invaluable resource for graduate students delving into the intricate world of social work research. The book is divided... read more

Comprehensiveness rating: 4 see less

Graduate Research Methods in Social Work by DeCarlo, et al., is a comprehensive and well-structured guide that serves as an invaluable resource for graduate students delving into the intricate world of social work research. The book is divided into five distinct parts, each carefully curated to provide a step-by-step approach to mastering research methods in the field. Topics covered include an intro to basic research concepts, conceptualization, quantitative & qualitative approaches, as well as research in practice. At 800+ pages, however, the text could be received by students as a bit overwhelming.

Content Accuracy rating: 5

Content appears consistent and reliable when compared to similar textbooks in this topic.

Relevance/Longevity rating: 5

The book's well-structured content begins with fundamental concepts, such as the scientific method and evidence-based practice, guiding readers through the initiation of research projects with attention to ethical considerations. It seamlessly transitions to detailed explorations of both quantitative and qualitative methods, covering topics like sampling, measurement, survey design, and various qualitative data collection approaches. Throughout, the authors emphasize ethical responsibilities, cultural respectfulness, and critical thinking. These are crucial concepts we cover in social work and I was pleased to see these being integrated throughout.

Clarity rating: 5

The level of the language used is appropriate for graduate-level study.

Consistency rating: 5

Book appears to be consistent in the tone and terminology used.

Modularity rating: 4

The images and videos included, help to break up large text blocks.

Organization/Structure/Flow rating: 5

Topics covered are well-organized and comprehensive. I appreciate the thorough preamble the authors include to situate the role of the social worker within a research context.

Interface rating: 4

When downloaded as a pdf, the book does not begin until page 30+ so it may be a bit difficult to scroll so long for students in order to access the content for which they are searching. Also, making the Table of Contents clickable, would help in navigating this very long textbook.

Grammatical Errors rating: 5

I did not find any grammatical errors or typos in the pages reviewed.

Cultural Relevance rating: 5

I appreciate the efforts made to integrate diverse perspectives, voices, and images into the text. The discussion around ethics and cultural considerations in research was nuanced and comprehensive as well.

Overall, the content of the book aligns with established principles of social work research, providing accurate and up-to-date information in a format that is accessible to graduate students and educators in the field.

Reviewed by Elisa Maroney, Professor, Western Oregon University on 1/2/22

With well over 800 pages, this text is beyond comprehensive! read more

Comprehensiveness rating: 5 see less

With well over 800 pages, this text is beyond comprehensive!

I perused the entire text, but my focus was on "Part 4: Using qualitative methods." This section seems accurate.

As mentioned above, my primary focus was on the qualitative methods section. This section is relevant to the students I teach in interpreting studies (not a social sciences discipline).

This book is well-written and clear.

Navigating this text is easy, because the formatting is consistent

Modularity rating: 5

My favorite part of this text is that I can be easily customized, so that I can use the sections on qualitative methods.

The text is well-organized and easy to find and link to related sections in the book.

Interface rating: 5

There are no distracting or confusing features. The book is long; being able to customize makes it easier to navigate.

I did not notice grammatical errors.

The authors offer resources for Afrocentricity for social work practice (among others, including those related to Feminist and Queer methodologies). These are relevant to the field of interpreting studies.

I look forward to adopting this text in my qualitative methods course for graduate students in interpreting studies.

Table of Contents

• 1. Science and social work
• 2. Starting your research project
• 3. Searching the literature
• 4. Critical information literacy
• 5. Writing your literature review
• 6. Research ethics
• 7. Theory and paradigm
• 8. Reasoning and causality
• 9. Writing your research question
• 10. Quantitative sampling
• 11. Quantitative measurement
• 12. Survey design
• 13. Experimental design
• 14. Univariate analysis
• 15. Bivariate analysis
• 16. Reporting quantitative results
• 17. Qualitative data and sampling
• 18. Qualitative data collection
• 19. A survey of approaches to qualitative data analysis
• 20. Quality in qualitative studies: Rigor in research design
• 21. Qualitative research dissemination
• 22. A survey of qualitative designs
• 23. Program evaluation
• 24. Sharing and consuming research

Ancillary Material

About the book.

We designed our book to help graduate social work students through every step of the research process, from conceptualization to dissemination. Our textbook centers cultural humility, information literacy, pragmatism, and an equal emphasis on quantitative and qualitative methods. It includes extensive content on literature reviews, cultural bias and respectfulness, and qualitative methods, in contrast to traditionally used commercial textbooks in social work research.  

Our author team spans across academic, public, and nonprofit social work research. We love research, and we endeavored through our book to make research more engaging, less painful, and easier to understand. Our textbook exercises direct students to apply content as they are reading the book to an original research project. By breaking it down step-by-step, writing in approachable language, as well as using stories from our life, practice, and research experience, our textbook helps professors overcome students’ research methods anxiety and antipathy.  

If you decide to adopt our resource, we ask that you complete this short  Adopter’s Survey  that helps us keep track of our community impact. You can also contact  [email protected]  for a student workbook, homework assignments, slideshows, a draft bank of quiz questions, and a course calendar. 

About the Contributors

Matt DeCarlo , PhD, MSW is an assistant professor in the Department of Social Work at La Salle University. He is the co-founder of Open Social Work (formerly Open Social Work Education), a collaborative project focusing on open education, open science, and open access in social work and higher education. His first open textbook, Scientific Inquiry in Social Work, was the first developed for social work education, and is now in use in over 60 campuses, mostly in the United States. He is a former OER Research Fellow with the OpenEd Group. Prior to his work in OER, Dr. DeCarlo received his PhD from Virginia Commonwealth University and has published on disability policy.

Cory Cummings , Ph.D., LCSW is an assistant professor in the Department of Social Work at Nazareth University. He has practice experience in community mental health, including clinical practice and administration. In addition, Dr. Cummings has volunteered at safety net mental health services agencies and provided support services for individuals and families affected by HIV. In his current position, Dr. Cummings teaches in the BSW program and MSW programs; specifically in the Clinical Practice with Children and Families concentration. Courses that he teaches include research, social work practice, and clinical field seminar. His scholarship focuses on promoting health equity for individuals experiencing symptoms of severe mental illness and improving opportunities to increase quality of life. Dr. Cummings received his PhD from Virginia Commonwealth University.

Kate Agnelli , MSW, is an adjunct professor at VCU’s School of Social Work, teaching masters-level classes on research methods, public policy, and social justice. She also works as a senior legislative analyst with the Joint Legislative Audit and Review Commission (JLARC), a policy research organization reporting to the Virginia General Assembly. Before working for JLARC, Ms. Agnelli worked for several years in government and nonprofit research and program evaluation. In addition, she has several publications in peer-reviewed journals, has presented at national social work conferences, and has served as a reviewer for Social Work Education. She received her MSW from Virginia Commonwealth University.

From Planning Stage Towards FAIR Data: A Practical Metadatasheet For Biomedical Scientists

• Lea Seep   ORCID: orcid.org/0000-0002-0399-1896 1 ,
• Stephan Grein 1 ,
• Iva Splichalova 2 ,
• Danli Ran 3 ,
• Mickel Mikhael 3 ,
• Staffan Hildebrand 3 ,
• Mario Lauterbach 4 ,
• Karsten Hiller   ORCID: orcid.org/0000-0001-9322-5820 4 ,
• Dalila Juliana Silva Ribeiro 5 ,
• Katharina Sieckmann   ORCID: orcid.org/0009-0008-0336-8835 5 ,
• Ronja Kardinal 5 ,
• Hao Huang   ORCID: orcid.org/0000-0003-3878-3947 2 ,
• Jiangyan Yu 1 , 6 ,
• Sebastian Kallabis 7 ,
• Janina Behrens 8 ,
• Andreas Till 9 ,
• Viktoriya Peeva 9 ,
• Akim Strohmeyer 10 ,
• Johanna Bruder 10 ,
• Tobias Blum 11 ,
• Ana Soriano-Arroquia 3 ,
• Dominik Tischer 3 ,
• Katharina Kuellmer 10 ,
• Yuanfang Li 12 ,
• Marc Beyer   ORCID: orcid.org/0000-0001-9704-148X 12 , 13 ,
• Anne-Kathrin Gellner 14 , 15 ,
• Tobias Fromme 10 ,
• Henning Wackerhage 16 ,
• Martin Klingenspor 10 , 17 , 18 ,
• Wiebke K. Fenske 9 , 19 ,
• Ludger Scheja 8 ,
• Felix Meissner 7 , 20 ,
• Andreas Schlitzer 6 ,
• Elvira Mass   ORCID: orcid.org/0000-0003-2318-2356 2 ,
• Dagmar Wachten   ORCID: orcid.org/0000-0003-4800-6332 5 ,
• Eicke Latz 5 ,
• Alexander Pfeifer 3 , 21 &
• Jan Hasenauer 1 , 22  

Scientific Data volume  11 , Article number:  524 ( 2024 ) Cite this article

546 Accesses

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Metrics details

• Data acquisition
• Research management

Datasets consist of measurement data and metadata. Metadata provides context, essential for understanding and (re-)using data. Various metadata standards exist for different methods, systems and contexts. However, relevant information resides at differing stages across the data-lifecycle. Often, this information is defined and standardized only at publication stage, which can lead to data loss and workload increase. In this study, we developed Metadatasheet, a metadata standard based on interviews with members of two biomedical consortia and systematic screening of data repositories. It aligns with the data-lifecycle allowing synchronous metadata recording within Microsoft Excel, a widespread data recording software. Additionally, we provide an implementation, the Metadata Workbook, that offers user-friendly features like automation, dynamic adaption, metadata integrity checks, and export options for various metadata standards. By design and due to its extensive documentation, the proposed metadata standard simplifies recording and structuring of metadata for biomedical scientists, promoting practicality and convenience in data management. This framework can accelerate scientific progress by enhancing collaboration and knowledge transfer throughout the intermediate steps of data creation.

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Modeling community standards for metadata as templates makes data FAIR

Introduction.

Collaboration along with the open exchange of techniques, protocols and data is the backbone of modern biomedical research 1 . Data usage and retrieval requires the structured collection of information, such as study design, experimental conditions, sample preparation and sample processing, on the performed measurements. This information is generally referred to as metadata, which grows along the research data-lifecycle (Fig.  1A ), from planning to its final storage alongside publication 2 , 3 , 4 , 5 , 6 . There is a growing consensus among researchers, journals and funding agencies that data should adhere to the principles of being findable, accessible, inter-operable and reusable (FAIR). The adherence to these FAIR data principles 7 requires metadata 8 , 9 .

Alignment of Metadata Lifecycle with the Research Data-Lifecycle. ( A ) Metadata is created alongside the research data creation, however, often only gathered at the point of publication when it is requested from, e.g., repositories, marking a clear decisive point before open accessibility of produced data. ( B ) The structure of the proposed Metadatasheet is defined by its sections, which further encompass segments. Within each segment user input is required, which can be of different forms, e.g., values to keys or table entries. ( C ) Upon complete records, the Metadata Workbook can export either to a plain xlsx file or to the requested NCBI GEO metadata format. Deposited data can be accessed by a plethora of tools (examples given). Outside the workbook a single xlsx file can be converted to a SummarizedExperiment object for data analysis, multiple Metadatasheets can be transformed to xml files using the provided ontology to build the input for a topic-centred database.

Metadata for an experiment exists in different formats and locations including handwritten notes (in classical labbooks), electronic Notebooks (e.g., RSpace 10 or Signals 11 ) and various (more-or-less) standardized electronic formats (e.g. automatic measurement machine output for experimental systems). The choice of recording systems often depends on the individual scientist conducting the experiment or his/her research group 12 . Recording supporting tools can be the open source ISA-tool suite 13 or commercial solutions such as Laboratory-Information management systems (commonly referred to as LIMS). Successful management can yield in high quality data deposited on trustworthy digital repositories. Trustworthiness is marked by Transparency, Responsibility, User focus, Sustainability and Technology (TRUST) 14 .

Repositories are subdivided into cross-discipline and domain-specific categories. Cross-discipline repositories intentionally do not impose any requirements on format or size to allow sharing without boundaries. Domain-specific repositories in the field of biomedicine impose requirements during submission in form of data and metadata standards. Example biomedical domain repositories are BioSample and GEO 15 , maintained by the National Center for Biotechnology Information (NCBI), or PRIDE 16 and BioModels 17 , 18 , maintained by European Bioinformatics Institute (EBI).

Standards often make use of controlled vocabularies and ontologies to ensure consistency and comparability. Controlled vocabularies, consisting of standardized terms, describe requested characteristics and keys 5 , while ontologies, such as the Gene Ontology (GO) 19 , establish structured frameworks for depicting relationships between entities, fostering comprehensive and searchable knowledge structures. Current metadata standards can be divided into two categories. First, comprehensive high-level documents that are often tailored to specific use cases. These documents primarily consist of lists of requested terms or guidelines, often interconnected with corresponding ontologies. For instance, ARRIVE (Animal Research: Reporting of In Vivo Experiments) provides a checklist of information to include in publications of in vivo experiments 20 or MIRIAM (minimum information requested in the annotation of biochemical models) 21 standardizes the curation of biochemical models including their annotations. Second, there are structured metadata standards supplied and requested by respective repositories. Irrespective of the suitable metadata standard, it is common to adhere to requested standards at the stage of data publication evoking a retrospective collection (Fig.  1A ). Necessary information resides at all stages of the data-lifecycle and may involve different responsible individuals, thereby rendering the retrospective metadata collection resource-intensive. Furthermore, data scientists or third parties, not involved in data acquisition, dedicate most of their time to cleaning and comprehending the data 22 . This task becomes particularly challenging when lacking explicit experimental knowledge. On a large scale, data curation companies might be involved.

Despite the existence of various metadata standards in biomedical sciences and widespread recognition of the relevance of metadata, a practical issue persists: the absence of a dedicated metadata standard that effectively and with low burden directs researchers in capturing metadata along the data-lifecycle without loss of information, towards FAIRness during and after the experiment (Fig.  S1 ). Standardized metadata capture lowers the researcher’s efforts and enhances the suitability and turn over of data and metadata for repositories and therefore availability for third parties 23 . Thus, we propose a metadata standard tailored for wet-lab scientists mirroring the phases of the biomedical research lifecycle, offering transferability across distinct stages and among diverse stakeholders.

The proposed standard, further referred to as Metadatasheet, is embedded in a macro-enabled Excel workbook, further referred to as Metadata Workbook. The Metadata Workbook offers various usability features, such as automation, integrity checks, extensive documentation, usage of templates, and a set of export functionalities to other metadata standards. By design, the proposed Metadatasheet, accompanied by the Metadata Workbook, naturally allows stage-by-stage collection, embodying a paradigm shift in metadata collection strategies, promoting the efficient use of knowledge in the pre-publication phase and its turn-over to the community.

The Metadatasheet is based on comprehensive interview of biomedical researchers

Metadata information consists of a set of characteristics, attributes, herein named keys, that intend to provide a common understanding of the data. Example keys are experimental system, tissue type, or measurement type. Accordingly, the Metadatasheet is built upon requested keys gathered from comprehensive interviews of research groups and systematical collection from public repositories. In the initial phase, more than 30 experimental researchers from the biomedical sciences participated, who were from two consortia focusing on metaflammation ( https://www.sfb1454-metaflammation.de/ ) and metabolism of brown adipose tissue ( https://www.trr333.uni-bonn.de/ ). The participating researchers reported common general keys as well as diverse experimental designs covering five major experimental systems and 15 common measurement techniques, each accompanied by their specific set of keys. To refine and enhance the set of metadata keys, we engaged in iterative consultations with biomedical researchers. In parallel, we systematically collected relevant keys from three popular public repositories, namely NCBI’s GEO 15 , the Metabolomics Workbench 24 and the PRIDE 16 database. Moreover, expected input, summarized under the term ‘controlled vocabulary’, for all keys needed to be specified. From second iteration on, specifications of the controlled vocabulary, as well as the set of keys, were improved based on researchers’ feedback. The comprehensive key and controlled vocabulary collection process revealed the dynamic, unique and growing requirements of different projects, in terms of values within the controlled vocabulary and performed measurements. Those requirements lead to the choice of allowing customisation and expansion of key sets and controlled vocabulary as an integral part of the Metadatasheet. To handle the dynamic and adaptable nature of the Metadatasheet, it was embedded within a reactive framework with additional functionalities, the Metadata Workbook.

In the following, the overall concept and design of the Metadatasheet is introduced, afterwards key aspects of the Metadata Workbook are highlighted. The results section concludes with an example Metadatasheet generated by the Metadata Workbook.

The Metadatasheet design follows and allows metadata recording along the data-lifecycle

The proposed Metadatasheet is organized into three main sections: ‘planning’, ‘conduction’ and ‘measurement-matching’ section. These sections mirror the stages of the data-lifecycle and align with the general experimental timeline (Fig.  1B ). The analogous top-to-bottom structure allows sequential metadata recording, acknowledging the continuous growth of metadata. Each section further subdivides into segments, which hold the keys, that need to be specified by the user through values. The segmentation aims to group keys into logical units, that are likely provided by a single individual. This grouping enables the assignment of responsible persons, resulting in a clear emergent order for data entry if multiple persons are involved. Moreover, within a section the segments are independent of each other, allowing also parallel data entry.

Metadatasheet keys can be categorized based on the form of the expected input. First, providing a single value (key:value pair), e.g. the analysed ‘tissue’ (key) originates from the ‘liver’ (value). Second, filling tables, whereby the row names can be interpreted as keys, but multiple values need to be provided (one per column). Third, changing a key:value entry to a table entry by the keyword ‘CHANGES’. If the keyword is supplied as a value, the respective target key changes from key:value pair to a table entry. The switch of form allows data entries to be minimal if sufficient or exhaustively detailed if needed. This flexible data entry minimizes the need for repetition, gaining easier readability but allows recording fine-grained information whenever needed.

Required values can be entered in form of controlled vocabulary items, date-format, free text including numbers or filenames. Filenames are a special type of free text and specify additional resources, where corresponding files are either expected within the same directory as the Metadatasheet itself or given as relative path. Suitable form of values is naturally determined by the key, e.g., ‘Date’ is of date format, ‘weight’ is of number format and ‘tissue’ of discrete nature to be selected from the controlled vocabulary. The format choice is constraining the allowed values. Providing such input constraints to each key, allows harmonization of metadata. Harmonization enables machine readability, which is a starting point for further applications.

A single Metadatasheet captures the combination of an experimental design and a measurement type, as those come with a distinct set of keys, also referred to as dependent keys. An experimental design is here defined as a specific experimental system exposed to a contrasting setting. Within the Metadatasheet five contrasting settings, herein named comparison groups, are set: ‘diet’, ‘treatment’, ‘genotype’, ‘age’, ‘temperature’ and ‘other’ (non-specific). Experimental designs exhibit a range of complexities, they can span multiple comparison groups such as different treatments exposed to different genotypes, while each group can have multiple instances such as LPS-treatment and control-treatment.

The varying complexity in experimental designs is reflected in the Metadatasheet structure. This reflection is achieved through hierarchies, organized into up to three levels. The top-level keys are mandatory, while the inclusion of other-level keys depends on the design’s complexity. Present hierarchies within the samples are also important to consider for statistical analysis. Hierarchies emerge, if the sample is divided into subsamples prior to the measurement. For instance, if the experimental system involves a mouse with two extracted organs for measurement, the relation to the sample should be specified. Moreover, subsamples are also present when measurements were conducted on technical replicates of the extracted sample. The Metadatasheet accommodates up to two levels of sample partitioning. By leveraging a hierarchical structure, details are displayed only when necessary, avoiding unnecessary intricacies. Moreover, relationships of the measured samples can be recorded, enhancing clarity.

To ensure coherence between a sample’s actual measurement data and recorded metadata, it is crucial to link them accurately by a unique personal ID. To guide through matching and prevent mismatches, we have designed the Measurement-Matching section to summarize essential information and focusing on differences between samples. This information includes their association with an instance of a comparison group, the number of replicate, and the presence or absence of subsamples. If subsamples are present, they are organized in a separate table, referencing their higher, preceding sample. Careful recording also involves specified covariates. They are expected at the lowest level, the measurement level, and must be carefully matched to the correct ID within the set of replicates within a comparison group instance.

The inherent innovative force within the research community risks hitting boundaries of anything predefined, here, particularly evident in controlled vocabulary and dependent keys. Those predefined sets come as additional tables, associated with the Metadatasheet. Subsequently, the resources of the Metadatasheet require an ongoing commitment to be extended and further developed. Ontology terms can be integrated into every controlled vocabulary set. If necessary, users can search for the appropriate terms outside the Metadata Workbook using services such as the Ontology Lookup service 25 or OntoBee 26 . The separation of the Metadatasheet and its resources also allows the creation of group-specific subsets of controlled vocabulary. This feature proves helpful when a group wants a more constrained set of controlled vocabulary, e.g., using specific ontologies and respective value specifications. The ontology terms intended for use are incorporated into the controlled vocabulary set, ensuring that users only have access to those terms. The group-specific validation should be a subset of the overall validation.

The Metadatasheet design aligns with the data-lifecycle to allow analogous metadata recording. The presented design choices allow to adapt to various settings biomedical researchers are confronted with and thereby provide a high degree of flexibility.

The implementation of the metadatasheet, the metadata workbook, enhances user experience by automation, integrity checks, customisation and export to other formats

Gathering the diverse resources, specifically the Metadatasheet, the validation and dependent fields resources, we created an Excel Workbook including all of those sheets. To promote usage through user-friendliness, dynamic adaption and automation, we further introduced Excel macros (a set of custom functions) resolving to a macro enabled Excel workbook, called the Metadata Workbook. This Metadata Workbook is designed to guide the Metadatasheet application while providing automation whenever possible. Advancements through the implementation include specifically the ability to automatically insert dependent keys, enhance user experience and updating the controlled vocabulary. Additionally, there are options to use templates, automatic input validation and export functions that enable long-term storage. Crucial advancements are explained in more detail in the following.

The Metadata Workbook creates tailored Metadatasheets for common biomedical experimental systems and measurement techniques. Those segments come with their unique set of dependent keys and therefore change between individual Metadatasheets. Static sheets result therefore in a high amount of sheets. The Metadata Workbook provides a dynamic solution, reducing different requirements to a single Metadata Workbook that needs to be handled. The dependent, inserted keys, can be extended, but not changed, by adding values to the respective column within the dependent field sheet. The new addition is automatically added to the validation sheet, holding the controlled vocabulary. For new additions, the key’s input constraints can be changed. These features enable flexibility through expansion, allowing to match current and future research contexts.

The Metadata Workbook employs various features to enhance user experience and convenience while facilitating to capture simple to advanced setups of an experiment: sections of the sheet collapse, such as second levels of hierarchical segments, if not applicable; DropDown menus based on the provided controlled vocabulary enrich value fields, facilitating ease of selection. Furthermore, visual cues notify users in several situations: any segment where the structure deviates from the typical key:value format to adapt to a tabular arrangement is highlighted automatically; text-highlighting is used to mark mistakes, e.g., if input values for key fields do not align with the controlled vocabulary. Altogether, Metadata Workbook provides a user-friendly environment to guide users to record metadata.

Disruptive redundancy across and within the proposed Metadatasheet is tackled within the Metadata Workbook. Redundancy across Metadatasheets occurs if multiple studies are conducted in the same context, with similar designs, systems or experimental techniques. To reduce redundancy and prevent mistakes from copying and pasting, existing Metadatasheets can serve as templates. All information from the first two sections (planning and conduction) are exported from an uploaded Metadatasheet. Upon upload, users only need to update the ID information in the Measurement-Matching section for the new setting. This exception prevents not updating these crucial IDs. Redundancy within a single Metadatasheet occurs while providing the ‘final groups’ as well as the table within the Measurement-Matching section at the beginning of section two and three, respectively. The Metadata Workbook provides ‘generate’ buttons to produce both those tables automatically. Hence, the first ‘generate’ button creates all possible combinations based on the Planning section, while the measurement-matching table is generated based on the Conduction section. To maintain structural integrity, the Metadata Workbook requires a sequential input of the sections. The generate buttons prevent violations by evoking an error if input in the preceding section is invalid. The ‘generate’ functionalities remove through automation the need for copy paste actions and redundant actions for the user.

Upon the completion of the Metadata Workbook, it can be exported to various formats serving different objectives. Current supported formats are xlsx, the NCBI GEO metadata format, SummarizedExperiment (an R object specification from the Bioconductor family 27 , 28 ) and xml. Through export functionality, users gain several benefits, such as compatibility with open-source software, long-term storage through TRUST repositories and minimization of work by don’t repeat yourself (DRY) principles 29 . Compatibility of the Metadata Workbook with open-source software, like LibreOffice, is facilitated by the export option to a simple Excel ( xlsx file type) file while simultaneously removing any associated functionalities. Notably, a unique identifier is automatically assigned upon export. Providing metadata represents a critical prerequisite before uploading data to repositories or publication. Repositories normally adhere to their distinct metadata standards. Some offer submission tools featuring user interfaces, e.g. MetabolomicsWorkbench. Conversely, others like GEO or NCBI require the manual completion of an Excel table. For both repositories, export capabilities have been added to transform the Metadata Workbook compliant with the repositories’ requirements. The proposed structure covers all mandatory fields from the major repositories. These export functionalities reduce the hours spend on reformatting to meet different requirements and are a crucial step towards DRY principles within the metadata annotation procedure. Further, a converter is provided that turns the proposed structure, given as an exported xlsx file, to an object, commonly used as input to data analysis. The converter, applicable to omics-data and associated metadata, returns an R object called SummarizedExperiment 30 . The SummarizedExperiment object can be easily shared and lays the foundation for a plethora of standardized bioinformatic analyses within R. The object contains all available metadata from previous data-lifecycle stages limiting issues due to missing information, like unmentioned covariates.

In essence, the introduced implementation results in a macro-enhanced Excel Workbook, the Metadata Workbook, with advanced functionalities that choose the appropriate keys, enhances user experience with colour cues and automation while maintaining data integrity.

Showcase and application of the metadatasheet demonstrate its use in recording metadata and subsequent data analysis

To assess the suitability and adaptability of the designed Metadatasheet, we asked researchers from 40 different groups to gather and transfer their metadata in this format. The initiation of capturing standardized metadata alongside the data generation process has made a range of practical applications possible, yielding multiple advantages within the consortia. The versatility of the proposed structure is demonstrated by a curated collection of sheets (Table  1 ), each accompanied by a concise description of the study’s setting. The provided selection encompasses various measurement types and differing experimental systems. The experimental designs within this selection range from straightforward setups to nested designs, as well as two-way comparisons. For all complete Metadatasheets, see Supplementary Material. As the Metadatasheet records metadata from the start of the data-lifecycle, some measurement data in certain showcases is not included here due to its non-disclosure status before publication.

In the following, a single Metadatasheet from the showcase collection is highlighted, which has been created with the Metadata Workbook. The picked Metadatasheet for demonstration encompasses one of the datasets associated with the study of developmental programming of Kupffer cells by maternal obesity 31 . The associated data is deposited on GEO and are accessible through GEO Series accession number GSE237408 .

Example planning section

The Metadatasheet starts with the Planning section which captures all information already available during the conceptualization of an experiment. The section is subdivided into the segments ‘General’, ‘Experimental System’ and ‘Comparison groups’ (Fig.  2 ). The requested information in ‘General’ (Fig.  2A ) includes personal information, the title of the project as well as the specification whether the sheet is part of a collection of multiple related Metadatasheets. Collections allow users to link individual Metadatasheets from the same project to spread awareness of such connections, in this example linking multiple datasets associated with the same project. ‘Experimental System’ segment provides automatically predefined keys (dependent fields sheet) after the selection within the Metadata Workbook, for example, ‘line’ and ‘genotype’ information will be needed upon selecting ‘mouse’ (Fig.  2B ). To illustrate the incorporation of ontology terms, note the BRENDA Tissue Ontology (BTO) term for tissue type.

Example of an instance of the Planning section. ( A ) Overview Planning section. ( B ) General segment contains contact information and general project information in form of key:value pairs; on its second level, linked Metadatasheets can be specified. ( C ) The experimental system segment is requesting keys dependent on the value given to key ‘Experimental System’. For tissue type, the controlled vocabulary encompasses ontology terms taken from BRENDA Tissue Ontology (BTO). ( D ) Comparison group segment; here the only comparison group is ‘diet’. defined through diet (other comparison group options as treatment etc. not shown). As six groups are requested by the user a table is present with six columns (only two shown). Information per specified group is expected column-wise. Note that the full Metadatasheet of this example can be found in Supplementary Material.

The ‘Comparison groups’ segment (Fig.  2C ) specifies the experimental design linked to the current research question. The experiment design for each comparison group involves two levels: broader comparison group, here ‘diet’ and details for each instance within the broader comparison group. Users are not restricted to a single comparison group. At the second level, details for each chosen comparison group are entered. Here, 6 different groups with varying diet schemes were studied. The established feeding scheme is unique within the consortia, those special requirements were easily added to the controlled vocabulary for ‘diet’ with the Metadata Workbook, leveraging on its adaptability.

Example conduction section

The Conduction section is divided into six segments and captures all information created during the experimental/ wet-lab phase. The section starts with the specification of the ‘final groups’ resulting from previously specified comparison groups. As diet is the only comparison group with six instances, the final groups resolve to those types (Fig.  3A ). If multiple groups are planned, for example, if six diet groups and two genotype groups, 12 final groups would be present due to all combination possibilities. Within the Metadata Workbook those final groups are generated automatically, the user then defines the respective replicates.

Example of an instance of the Conduction section. ( A ) Overview Conduction section. ( B ) The ‘total_groups’ segment expects all possible combinations of the comparison groups defined in the Planning section. Number of replicates belongs underneath each group. In the Metadatasheet implementation, ‘final_groups’ are generated; pink colour marks an expected table. ( C ) The segment covariates/constants requests respective specification including units. For constants, the value is expected in place, whereas covariates values are expected within the measurement-matching table. ( D ) Time-Dependence-timeline segment collapses completely if not required. ( E ) Preparation segment expects the procedure that is required before the actual measurement. Here, the reference to either a fixed protocol, chosen from the controlled vocabulary or a filename is expected. The specified file is expected to be on the same level as the Metadatasheet in the filesystem. ( F ) The Measurement segment is requesting keys depending on the value given to key measurement type. ( G ) The DataFiles-Linkage segment specifies how to identify the correct measurement file given the subsequent (within the measurement matching section) specified personal ID. If there is no clear pattern, one can choose keyword ‘CHANGES’ to promote filename specification to the measurement matching section. Note that the full Metadatasheet of this example can be found in Supplementary Material.

The segment ‘Covariates/Constants’, expects each constant or covariate to fill a single column with the respective suitable unit (table form). For clarification, a covariate refers to any additional variable or factor, beyond the main variables of interest (comparison groups), that is considered or observed in the experimental design. This could include factors such as age, gender, environmental conditions but also unusual colour of serum or day of preparation. Here, no covariate but the constants ‘cell type’ and ‘genotype’ were recorded, respective values, ‘Kupffer Cells’ and ‘wild type’ occupying a single column each (Fig.  3B ).

The next segment ‘Time-Dependence-Timeline’ is organized hierarchically. On the first level, one decides whether this segment is applicable, by answering if interruptions are present. The presence of an interrupted timeline is given, when the designated comparison group is to be augmented with temporal details that occurred during the experimental period. The second level distinguishes between two types of an interrupted timeline: ‘continued’ and ‘discontinued’. A ‘continued’ timeline is identified when temporal details are annotated. On the other hand, if the temporal details describe a change, such as a modification in treatment, it falls under the ‘discontinued’ type. For example, an interrupted timeline is present when a mouse undergoes several glucose tolerance tests during a contrasting diet setting (interrupted timeline type continued), or when a treatment consists of administering agent A for 24 hours followed by agent B for the next 24 hours (interrupted timeline type discontinued) before the actual measurement. While not present in the example at hand, both types of interrupted timelines would require further details (Fig.  4A ).

Advanced example of segments within the Conduction section. ( A ) Within the Time-Dependence Timeline segment, given comparison groups can be enriched with time dependent information on the second hierarchy level. One specifies which of the comparison groups is to be enriched with timeline information and the unit of time. Then, time-steps can be specified. Pink colour marks the table, which needs to be filled. ( B ) Within the Preparation segment, one can supply up to two divisions of the original experimental system sample. Here, from the liver of mice, two cell types are isolated. The liver isolation has the same protocol, while cell type isolation has differing protocols. The respective files are expected to be on the same level as the Metadatasheet in the filesystem.

The next two segments ‘Preparation’ (Fig.  3D ) and ‘Measurement’ (Fig.  3E ) capture the information for sample preparation approaches and measurement techniques, respectively. The ‘Preparation’ segment holds the information about the process of the experimental system to the specimen that gets measured. The respective protocol can be selected from a predefined set of terms, such as common workflows or entering a filename in the designated comment field, as shown here. When there are subsamples present (Fig.  4B ), information at segments’ secondary level is necessary, such as the number of subsamples per sample, their instances, replicates, and preparation information must be provided in a tabular format. The ‘Measurement’ segment requests details depending on the respective choice of the measurement technique (Fig.  3E ). Note, that ‘used facility’ was an additional dependent key added upon the process of filling the Metadatasheet. The user can easily add further keys by entering the wanted key in both dependent fields sheet in respective column of Measurement type: ‘bulk_RNA_seq’ and specify its type of constraints, e.g., free-text, date or controlled vocabulary, within the ‘Validation’ sheet.

The final segment ‘DataFiles-Linkage’ (Fig.  3F ), connects the measurement results with metadata. On the first level, one specifies whether raw or processed data is available. Raw data denotes the original machine-generated output, untouched by any processing, here the raw data are the fastq files. At secondary levels, users would provide more details about their file naming system. Three options are provided: ‘ID contained in filename’, ‘single file for all’, and ‘CHANGES’. The options ‘ID contained in filename’ and ‘single file for all’ require the data to be positioned at the same level as the metadata document within a file system, whereby relative paths can be given. The option of ‘CHANGES’ (switching key:value pair to tabular form) allows the user to define their unique naming system in the Measurement-Matching section. For processed data the procedure is required, and to be provided like the preparation protocol.

Example measurement-matching section

The last but the most important step for Metadatasheet is the ‘measurement-matching’ section, which links the recorded metadata to the measurement data. This section involves an ID-specific metadata table to facilitate matching (Fig.  5 ). Here, the measurement for each replicate within a group requires a unique measurement ID. Given this ID and the group name (defined at the top of Metadatasheet), one must be able to identify the respective measurement. If there are subgroups or further subdivisions of samples, a table per division is expected. By design, the actual measurement happens at the last division stage, hence the measurement ID belongs to the last stage, as well. If available, further personal IDs can be given on sample level, too.

Example of an instance of the Measurement-Matching section. ( A ) Overview Measurement-Matching section. ( B ) An ID-specific metadata table example with the minimal number of required rows. The yellow marked cells hold measurement IDs (‘personal_ID’) required for the matching of metadata column with the respective measured data. ‘NA’ indicates non-available information (‘Diet’ is the only comparison group specified). The last two rows indicate that neither subsamples nor subsubsamples are needed in this instance. The table is column cropped; based on previous final groups and given replicates, a total of 30 columns are expected in the full table. Note that the full Metadatasheet of this example can be found in Supplementary Material.

The automatically generated ID-specific metadata table summarizes the preceding input of the user to ease the measurement to metadata matching. Hence, besides the default rows, the ID-specific metadata table will expand depending on inputs from the Conduction section. Expansion includes previously mentioned covariates and constants, along with any keys where the ‘CHANGES’ value was applied. The Measurement-Matching section overall ensures the flexibility tailored to capture information individually for each measured sample or division of such. Moreover, the arrangement of subsamples and subsubsamples clearly reveals any nested design, which is important for choosing appropriate statistics.

Hence, the application example showcases the Metadatasheet in differing context.

Additional examples of metadata management in practice are available in the supplementary materials, which include distribution and update-handling of the Metadata Workbook and its associated resources, along with example workflows of different users within a research group. The use of Metadatasheets benefit individual users and the scientific community by streamlining data management and enabling program development.

Applications of completed metadatasheets within and beyond the metadata workbook

The availability of standardized Metadatasheets offers advantages to individual users, the associated scientific community, ranging from the respective group to large-scale consortia, as well as not involved third parties.

The individual’s benefits from utilizing the Metadatasheet as a live document or central hub guides their data management for conducted or planned experiments. This approach simplifies the process of handing or taking over projects, as documentation follows a streamlined format, as opposed to each person maintaining individual data management methods. Furthermore, standardization plays a pivotal role in enabling the development of programs for analysis and processing, thanks to uniform input formats. A notable example is the provided conversion program that parses the Metadatasheet involving bulk-omics measurements to an R object. This SummarizedExperiment object 30 itself is the standardized input for many Bioconductor based analysis 27 , 28 .

A group or consortia introducing the Metadatasheet will have access to multiple Metadatasheets. This in turn evokes the possibility for creation of a comprehensive database. Within this database, numerous sheets can be easily searched for specific information. To support this application, we have developed a dedicated, publicly accessible ontology for seamless integration of data into a custom database. The provided ontology is specific for the proposed Metadatasheet and incorporated terms. Essentially, this database functions as a centralized knowledge hub, enabling swift access to available data, available specimen and planned experiments across groups. A database facilitates meta-analyses and aids in identifying gaps in the current local research landscape, potentially discovering collaboration opportunities.

Ensuring both human and machine readability of the Metadatasheet is essential for facilitating seamless interactions with the data it represents. By accommodating both, the Metadatasheet enables users to query and access data more efficiently, from a single sheet up to a large collection. By a careful design and through a hierarchical structuring approach for the metadata sheet, additionally accompanied by instant help texts (mouse-over) and available training resources, input metadata remains human-readable and allows for a quick and efficient look up of, e.g., single sets of interest. Machine readability is given through the provided ontology and export functionality into OWL/XML or RDF/XML formats. The Metadata Workbook offers the export functionality for derived metadata formats required e.g. for upload to the NCBI Geo repository. Upon the upload of data and metadata to repositories, research employing methods capable of reading and processing data from these repositories will benefit. Example for such methods are GeoQuery 32 , GEOmetadb 33 or E-Utils provided by NCBI directly 34 . The Metadatasheet captures a broad range of measurement techniques and experimental systems, which may pose challenges in finding a suitable domain-specific repository, especially if datasets are linked. In such cases, the Metadatasheet offers a solution through the creation of topic-centered databases using its machine-readable format. These topic-centered databases can transition from restricted to public access upon publication. The use of Metadatasheets benefit individual users, the associated scientific community as well as third parties through enabled program development, export to repositories and creation of topic-centered databases if suitable.

The developed metadata standard facilitates comprehensive recording of all relevant metadata for a broad spectrum of biomedical applications throughout the data-lifecycle. The standard’s implementation ensures efficient documentation of metadata and with a user-friendly design. The provided Metadata Workbook enriched with custom, open-source functionalities can be extended on various levels to adjust to additional setups.

The presented framework, encompasses two parts. The first part involved the iterative collection and organisation of keys, while the second part focused on the implementation of the user experience within the Metadata Workbook. During the collection phase, it became apparent that the specific set of keys varies enormously depending on the research groups, while multiple keys are found repeatedly across the assessed repositories. To address the high variability, we made adaptability of the Metadatasheet a priority. While the set of comparisons (‘comparison groups’) is tailored to our context, e.g. diet or temperature, the implementation is designed to be extensible ad-hoc. This means the Metadatasheet can be customized by specifying requested keys and adding experimental groups and measurement types, as well as expanding the controlled vocabulary. Moreover, a versatile comparison group labelled as ‘Others’ has been introduced. This ‘Others’ group adapts to any comparison scenario, not covered. Adding another ‘comparison group’ to the structure is also possible when adhering to the segment’s structural characteristics, only requiring additions to the provided Metadatasheet ontology. For version tracking and other ontology management means, tools such as CENTree 35 or OntoBrowser 36 could be employed.

To follow the DRY principle, the Metadatasheet key collection aims for comprehensiveness, capturing metadata required in other contexts. The adaptability of the Metadatasheet allows for the introduction of additional formal means, although not strictly enforced.

The Metadatasheet has been implemented within a macro-enabled Microsoft Excel workbook. Despite the fact that Excel is not open-source, nor free, it has several severe advantages. Its widespread availability, familiarity and standard-use within the biomedical research community makes it a valuable choice, especially when compared to custom standalone applications. Furthermore, most users are experienced Excel user, allowing for seamless integration of our proposed sheet into existing workflows. This immediate integration would not be as straightforward with open-source spreadsheet software like LibreOffice, also lacking required automation aspects. An online, browser-based, operating system independent approach such as GoogleSheets, besides being accessible for everyone, violates the needs of sensitive data, particularly in cases involving unpublished studies. If data sensitivity isn’t an issue, a browser approach might be preferable to the proposed solution. However, our solution within Excel suits all data protection levels. Addtionally, given Excel’s wide spread, some electronic lab books readily offer Excel integrations. It’s important to note that the Metadata Workbook offers a user-friendly solution for completing and expanding the Metadatasheet, whereby the Metadatasheet itself is a standalone solution for metadata recording. The complete Metadatasheet can be converted into machine-readable XML files and SummarizedExperiment objects, using provided tools. Recently, Microsoft has introduced Excel365, a browser-based software. However, our provided Metadata Workbook, requires adjustments to function within the Excel365 framework, as the used automation languages differ.

Metadata labels provide meaning to data, especially if keys and values are not only comprehensive but also interconnected, enabling cross-study comparisons. Providing metadata labels is commonly referred to as semantic interoperability, and it is considered a pivotal aspect of data management 37 . In order to attain semantic interoperability, there are domain-specific ontologies that establish meaningful connections between the labels of metadata. However, it is important to note that there is no single ontology that can comprehensively address the diverse requirements, even within a relatively homogeneous domain of investigation within a single consortium in the field of biomedical sciences. In fact, the choice of the appropriate ontology is far from straightforward and can vary for the same keys depending on the context. Pending ontology decisions might delay the recording of metadata, which in turn can lead to data loss. Involvement of inexperienced users, due to common high fluctuations of early-stage researchers, can further exacerbate the delay. Therefore, we have made the conscious choice, following our adaptability priority, to employ an extendable controlled vocabulary. This decision empowers biomedical researchers to directly and effortlessly record metadata without the need to immediately handle ontologies and their unavoidable complexities. While this decision will require additional retrospective annotation efforts to adhere to appropriate ontologies, it is manageable in contrast to retrospectively recovering metadata information that was never recorded. To support the handling of introduced expansions, we also offer a merge Workbook to unite differently extended controlled vocabularies. This serves as an initial aid in managing retrospective individual metadata items.

The presented framework enables and directs researchers to document FAIR data. However, for the process to be completed, researchers must undertake final steps, such as selecting appropriate ontologies and exporting and depositing data in repositories like NCBI GEO. Our strategy prioritizes ease of initial data recording and acknowledges the practical challenges associated with ontology selection and application.

Ontologies enrich any set of collected metadata, therefore, we do not aim to discourage the use of ontologies. Integration of ontologies into the workflow could be facilitated by Metadata Annotation Services, such as RightField 8 , Ontology LookUp service (OLS) 25 or OntoBee 26 . RightField is a standalone tool populating cells within a spreadsheet with ontology-based controlled vocabulary. OntoBee and OLS are linked data servers and can be used to query suitable ontologies and IDs given a keyword. Groups can enforce the partial or complete usage of ontology for keys in the Metadatasheet by leveraging on the option of group-specific validation and creating a tailored validation sheet. The supplementary material includes a table that lists potentially suitable ontologies for the keys, offering guidance for users (Table  S1 ).

We anticipate our proposed Metadatasheet accompanied by its implementation, the Metadata Workbook, being used for more than just data recording. Even in a partially filled state and at the start of a research cycle, the findability, accessibility, and interoperability provided by standardized Metadatasheets can speed up experiment preparation between groups, encourage effective specimen usage, and foster collaborations. Beyond individual and group benefits, these platforms can serve as the foundation for topic-centered public databases. This offers an alternative solution for managing interconnected and diverse datasets, potentially linked with an Application Programming Interface (API) to facilitate computational access through queries. However, researchers still need to assess suitable domain-specific repositories, potentially sharing datasets across multiple resources, thereby enhancing their findability. Given that many datasets are often deposited as supplementary material 38 , likely due to the challenges of adhering to metadata standards, our aim is to enhance both the structure of supplementary material using the Metadatasheet and facilitate the transition to repositories through automatic export. We envision the Metadata Workbook to lower the burden associated with adhering to metadata standards, thereby encouraging more frequent submissions to repositories initially. Ultimately, this process aims to foster the generation of more FAIR data.

A tool for facilitating FAIR data recording is valuable and effective only when it is maintained and actively utilized. However, small to medium-sized academic labs often lack dedicated personnel solely responsible for such tasks. Therefore, we have designed our proposed solution, integrated into the Metadata Workbook, to be easily adaptable and extendable without requiring any programming skills or other domain-specific knowledge, thus enhancing its sustainability. Detailed documentation outlines the processes involved thoroughly. Our open source solution is built upon basic VBA code, avoiding complex functionalities, which is the most likely to stay functional. Consequently, the maintenance of the framework can be decentralized, promoting low-cost while having enough flexibility to extensively adapt.

We are currently developing analysis tools that facilitate seamless integration, including integration with custom databases, to promote usage by delivering numerous and immediate advantages. By establishing local hubs of uniformly structured data through these efforts, it becomes significantly easier for data management entities, now prevalent throughout academia, to undertake the, e.g., mapping process.

Planned development of the Metadatasheet and the Metadata Workbook includes adding export options, a database for Standard Operation Protocols, analysing sets of collected metadata, and providing project monitoring tools. Additionally, we aim to further automate the filling of the Metadatasheet to further close the gap between good documentation need and associated effort for the scientist 39 . Automation extensions are auto-completion upon typing, transferring information from in-place LIMS resources, as well as other metadata locations. Furthermore, we aim to establish the option to assign specific sections of the Metadatasheet to responsible individuals, allowing for proper crediting of their work and acknowledgment of the numerous scientists involved throughout the recording process.

In conclusion, the framework leverages the widespread use of Excel, enabling comprehensive metadata documentation and improving the efficiency of data deposit on repositories. Our practical solution offers a user-friendly and sequential approach to manage metadata, thereby addressing the need for FAIR data in the field of biomedical science at intermediate stages during the data life cycle up to publication. We expect this to be of high relevance for a broad spectrum of biomedical researchers, and think that it can also be easily adapted to adjacent fields.

Metadata workbook structure

The proposed Metadatasheet is implemented within Microsoft Excel macro-enabled workbook, which consists out of multiple sheets with macros modules. The input sheet resembles the Metadatasheet. The other sheets hold the validation resources, the dependent fields for the differing experimental systems and measurement types, a plain Metadatasheet for reset, the repositories’ metadata standards, and additional resources for user guidance, such as a glossary. Input, validation, dependent fields and user guidance sheets are visible to the user, whereby only the input sheet is extensively editable by the user. Within validation and dependent fields sheets, only blank cells can be filled.

The structure of the individual sheets ensures their functionality. An example is the validation sheet, which holds per column the controlled vocabulary for a respective key. Each column starts with the three rows where the type of validation - freetext, date, DropDown or DropDown_M (multiple selection possible) - any specification in form of help text and the respective key is specified. The ‘dependentFields’ sheet is constructed in a similar manner. Here, the first two rows for each column determine the general category - measurement type or experimental system - as well as the specification from the controlled vocabulary set, e.g. of mouse. After those specifications, the dependent keys are enumerated.

The input sheet and attached functionalities utilize different font faces as well as colour cues for structuring, and segment specific automatised processes. All grey cells with bold font content signal different segments of each section. This provides a fine-grid structure. Italic font characterize boolean validation requests, hence expecting ‘yes’ or ‘no’. This does not only help for structure but also is done for performance reasons as just by checking font, actions can be precisely called.

Custom add-on functionalities

The Workbook including VBA based macros was developed using Excel Version 16.77. The implementation is tested for use on both macOS (Ventura 13.5) and Windows (Windows 11) and respective variations of Microsoft Excel Version 16. The differences in Excel functionality between Windows and macOS influenced our implementation, such as bypassing ‘ActiveX-controls’ being not available on MacOS platforms.

The Metadata Workbook incorporates various functionalities organized into VBA modules. Users invoke actions by either actively pressing a button or upon input, which is a change of a cell within the input sheet. The latter allows for reactive updates. Reactivity functionality is directly attached to the input sheet, unlike VBA modules. The Metadata Workbook key functionalities include a validation function, an insertion-of-dependent-keys function, and a reset-import function, which are further discussed in the following. Furthermore, the reactivity procedure evoked upon cell change is outlined.

The custom validation function leverages the Excels Data-Validation feature. The feature checks predefined conditions for a given cell upon the user’s input, e.g. if the input value lies within a range of allowed values. If those values are of discrete nature, one can display all possible values as a DropDown to the user. Our custom validation function populates Excels Data-Validation feature automatically, passing the appropriate data constraints to determine a valid input. An exception exists for all keys that allow multiple selections, marked in the validation sheet as type DropDown_M. To allow the selection of multiple items, reactive functionalities had to be included. Any user values that fail validation are marked. To simplify searching within the DropDown list, the allowed values are automatically sorted alphabetically.

In the case of extensive controlled vocabulary or the wish to tight constraints, users have the option to subset the main validation sheet. The subset sheet must be named ‘Validation_[Group]’, whereby ‘[Group]’ is to be replaced by the respective value to the requested key group. The structure of the subset sheet is expected to be the same as within the validation sheet. To use this predefined subset, one has to choose ‘yes’ for ‘group specific?’ on top of the sheet.

The insertion functionalities handle the automatic dependent key insertion, inserting necessary keys dependent on the user’s choice of the experimental system and measurement type. Here, the subroutines conduct a search for a match with the user’s input within the ‘dependentFields’ sheet, retrieving the corresponding column with associated keys for insertion in the Metadatasheet. Note that dependent key sets can be extended by adding keys to the list, whereby additional keys subsequently need to be added to the validation sheet to provide constraints.

The reset/import function allows users to reset the sheet to its initial state or to a chosen template state. Two options are available upon pressing the ‘Reset’ button and displayed to the user with a pop-up window. The first option resets to a blank input sheet. The function deletes the current input sheet, copies a ‘ResetSheet’ and renames it to ‘Input’. The ‘ResetSheet’ has the same VBA-code as the ‘Input’ Sheet attached. The second option resets to a user chosen template. A template may be a previous complete Metadatasheet or a partially filled Metadatasheet. The inputs from the template sheet are copied upon a duplication of the ‘ResetSheet’ to retain reactivity-functionality. The duplication with the template’s input is renamed to ‘Input’. The original ‘ResetSheet’ is always hidden to prevent accidental deletion.

Metadatasheet ontology creation

Our custom ontology was modelled by following a top-down approach using established tools in the realm of semantic web (cf. Protégé 40 and accompanying tools), giving rise to a consistent contextual data model, logical data model and physical data model eventually leading to an integration of individuals (metadata samples) into a semantic database.

Conversion program creation

The conversion program uses a completed Metadatasheet as input and checks for suitability of conversion based on the measurement type. If the type is one of ‘bulk-metabolomics’,‘bulk-transcriptomics’ or ‘bulk-lipidomics’, the conversion starts. The Measurement-Matching section will be saved within ‘colData’-slot. The actual data matrix is identified, guided by the Data File Linkage information. Given the personal ID and the given file measurement data is identified. Note, the location of the input Metadatasheet is seen as root and given filenames are expected as relative paths. If ‘single file for all’ is selected, the filename given in the comment section is directly searched for. If nothing is found, measurement data is searched for by the given extension in processed data and returned to the user asking for clarification. The program is written in R.

Data availability

The ontology needed to create a database upon a set of Metadatasheets (version 1.8.0) is available under the following link on Github https://github.com/stephanmg/metadata_ontology .

Code availability

The Metadata Workbook and related content is freely available on Zenodo 41 ( https://zenodo.org/records/10278069 ) and GitHub ( https://github.com/LeaSeep/MetaDataFormat ). The repository contains the macro-embedded Metadata Workbook, the isolated VBA scripts, the macro-embedded Merge Workbook, as well as the converter to turn a Metadatasheet to a SummarizedExperiment Object. The repository includes a pre-commit hook that extracts the associated VBA scripts automatically, facilitating easy evaluation of code changes directly within GitHub.

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Acknowledgements

This work was supported by the Deutsche Forschungsgemeinschaft (DFG, German Research Foundation) under Germany’s Excellence Strategy (project IDs 390685813 - EXC 2047 and 390873048 - EXC 2151) and through Metaflammation, project ID 432325352 – SFB 1454 (L.Se., I.S., H.H., D.Ri., J.Y., T.B., K.S., R.K., S.K., E.M., D.W., E.L., F.M., A.Sch., J.H), BATenergy, project ID 450149205 - TRR 333 (S.G., A.S.A., S.H., M.M., D.Ra., J.Be., D.W., A.T., V.P., K.K., A.P., H.W., L.Sch., T.F., W. K. F., M.K., J.H), the Research Unit “Deciphering the role of primary ciliary dynamics in tissue organisation and function”, Project-ID 503306912 - FOR5547 (D.W., E.M.), and SEPAN, project ID 458597554 (L.Se.), and by the University of Bonn via the Schlegel professorship to J.H. E.M. is supported by the European Research Council (ERC) under the European Union’s Horizon 2020 research and innovation program (Grant Agreement No. 851257). W.K.F. is further supported by the DFG (FE 1159/6-1, FE 1159/5-1, DFG FE 1159/2-1), by the European Research Council (ERC, under the European Union’s Horizon Europe research and innovation program; Grant Agreement No. 101080302) and by grants from the Gabriele Hedwig Danielewski foundation and the Else Kroener Fresenius Foundation. A.T. is supported by the Gabriele Hedwig Danielewski foundation. A.K.G. is supported by Medical Faculty, University of Bonn, BONFOR grants 2018-1A-05, 2019-2-07, 2020-5-01. We thank all members, including associated, of the SFB Metaflammation and TRR BATenergy for the iterative discussions and their input throughout.

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Contributions

J.H. and S.G. conceived the concept. L.Se. implemented and extended the Metadatasheet and created the Metadata Workbook. T.B., M.K., J.Br., A.St. tested and provided feedback on initial version of the Metadatasheet. I.S., D.Ra., M.M., S.H., M.L., K.H., D.Ri, K.S., R.K., H.H., J.Y., S.K., J.Be., A.T., V.P., A.S.A., D.T., K.K., Y.L., M.B., A.K.G., T.F., H.W., M.K., W.K.F., L.Sch., F.M., A.Sch., E.M., D.W. provided in-depth feedback to the Metadatasheet and the Metadata Workbook and contributed to the showcases. E.L. and A.P. lead the discussion rounds as representatives of the consortia. L.Se. and J.H. wrote the first draft of the manuscript. All authors reviewed the manuscript.

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Seep, L., Grein, S., Splichalova, I. et al. From Planning Stage Towards FAIR Data: A Practical Metadatasheet For Biomedical Scientists. Sci Data 11 , 524 (2024). https://doi.org/10.1038/s41597-024-03349-2

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DOI : https://doi.org/10.1038/s41597-024-03349-2

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