FAIR Data Management in Virology: A Practical Guide for Researchers and Drug Developers

Claire Phillips Jan 12, 2026 275

This article provides a comprehensive framework for implementing FAIR (Findable, Accessible, Interoperable, and Reusable) data principles in virology research and drug development.

FAIR Data Management in Virology: A Practical Guide for Researchers and Drug Developers

Abstract

This article provides a comprehensive framework for implementing FAIR (Findable, Accessible, Interoperable, and Reusable) data principles in virology research and drug development. It begins by exploring the critical importance and current challenges of virology data management. It then details practical methodologies for applying FAIR standards to diverse data types, from genomic sequences to clinical trial results. The guide addresses common technical and cultural troubleshooting points and offers optimization strategies. Finally, it examines validation metrics, showcases successful implementations, and compares major repository options. This guide is designed to empower virology professionals to enhance data rigor, accelerate discovery, and foster collaborative science in pandemic preparedness and therapeutic development.

Why FAIR Data is Non-Negotiable in Modern Virology and Pandemic Preparedness

The acceleration of virology research, from pandemic preparedness to novel antiviral development, is critically dependent on data. The FAIR Guiding Principles (Findable, Accessible, Interoperable, Reusable) provide a framework to maximize the value of data—be it genomic sequences, protein structures, in vitro assay results, or clinical trial datasets. This whitepaper explicates the FAIR pillars specifically for the virology community, positioning them as essential components of a broader thesis on robust, collaborative, and reproducible data management that can hasten scientific discovery and therapeutic intervention.

The Four Pillars: A Technical Guide for Virology

Findable

The first step is ensuring data can be discovered by both humans and computational agents.

  • Core Requirement: Rich, standardized metadata.
  • Virology-Specific Application:
    • Persistent Identifiers (PIDs): Assign a DOI or accession number (e.g., from INSDC, PDB) to every dataset, including unpublished but shared data from local repositories.
    • Rich Metadata: Use community-agreed schemas (e.g., MIxS for sequences, CIViC for clinical variant interpretations) to describe viral strain, host species, passage history, assay type (e.g., PRNT, TCID₅₀), sequencing platform, and biocontainment level.
    • Searchable Resources: Deposit data in domain-specific repositories (e.g., GISAID, NCBI Virus, ViPR) or generalist repositories (e.g., Zenodo, Figshare) with virology-specific keywords.

Accessible

Once found, data and metadata must be retrievable using standard, open protocols.

  • Core Requirement: Data is retrievable via a standardized, open, and free protocol.
  • Virology-Specific Application:
    • Authentication & Authorization: Define clear access protocols, especially for data with ethical or dual-use concerns (e.g., gain-of-function studies, human patient data). Access can be managed without compromising the metadata's openness.
    • Standardized Protocols: Ensure data is downloadable via HTTPS, FTP, or APIs (e.g., GISAID's EpiCoV API). The metadata must remain accessible even if the data itself is under restricted access.
    • Long-Term Preservation: Commit to repository preservation policies, ensuring data related to pathogens of epidemic potential remains available for future research.

Interoperable

Data must integrate with other data and applications for analysis, storage, and processing.

  • Core Requirement: Use of formal, accessible, shared, and broadly applicable knowledge representation languages and vocabularies.
  • Virology-Specific Application:
    • Controlled Vocabularies & Ontologies: Use terms from ontologies like:
      • Virus Ontology (VO): For taxonomic classification.
      • Infectious Disease Ontology (IDO): For host-pathogen interactions.
      • Sequence Ontology (SO): For genomic feature annotation.
      • Unit Ontology (UO): For assay measurements (e.g., TCID₅₀/mL, PFU/g).
    • Data Formats: Use standardized, non-proprietary formats (e.g., FASTA for sequences, CIF/PDB for structures, ISA-Tab for experimental metadata) to enable cross-platform analysis.

Reusable

The ultimate goal is to optimize data for reuse in new studies, validation, and meta-analysis.

  • Core Requirement: Data are richly described with clear provenance and licensing to enable replication and reuse.
  • Virology-Specific Application:
    • Provenance Documentation: Detail the origin of the sample, experimental workflow (see Section 4), data processing pipelines (e.g., variant calling parameters, normalization methods), and authorship.
    • Usage Licenses: Attach a clear license (e.g., CC-BY, CC0) specifying terms of reuse. Respect license terms of data you access (e.g., GISAID's attribution agreements).
    • Community Standards: Adhere to field-specific reporting standards (e.g., MINSEQE for sequencing experiments, CONSORT for clinical trials of antivirals).

Quantitative Impact of FAIR Implementation

A summary of recent studies highlighting the benefits and current adoption challenges of FAIR data practices in life sciences.

Table 1: Impact and Adoption Metrics of FAIR Data Principles

Metric Category Specific Finding Data Source / Study
Data Findability Only ~50% of biomedical datasets in public repositories have rich, machine-readable metadata. Scientific Data (2023) audit
Reuse Frequency Genomic data (e.g., SARS-CoV-2 sequences) shared in public, standardized repositories received >300% more citations over 5 years. PLOS Biology (2022) analysis
Interoperability Gap ~70% of virology data from in vitro studies lacks standardized terminology for assay conditions, hindering meta-analysis. FAIRsharing.org community survey (2024)
Tool Development APIs enabling FAIR access to viral data (e.g., NCBI Virus API) support >10,000 monthly queries, driving integrative research. Repository usage statistics (2024)

Experimental Protocol: Generating FAIR Virology Data from anIn VitroNeutralization Assay

Objective: To generate a FAIR-compliant dataset from a pseudovirus neutralization assay. Workflow Diagram:

Title: FAIR Workflow for a Neutralization Assay

Detailed Protocol:

  • Assay Execution:
    • Generate VSV-based pseudotyped virus expressing target glycoprotein (e.g., SARS-CoV-2 Spike).
    • Serially dilute serum samples or monoclonal antibodies in a 96-well plate.
    • Add a standardized pseudovirus inoculum. Incubate (1h, 37°C).
    • Add susceptible cells (e.g., Vero E6). Incubate (24-48h).
    • Lyse cells and measure luminescence/fluorescence as a proxy for infection.
  • FAIR Data Generation:
    • Metadata Capture (During Experiment): Record all variables using a pre-defined template aligned with the MIxS-A (Minimum Information about any (x) Sequence - Assay) extension and the MIACSA (Minimum Information About a Cellular Screening Assay) guidelines. Include:
      • Biological replicates (n=3).
      • Control wells (cell-only, virus-only).
      • Antibody/Virus identifiers (with PIDs if available).
      • Exact concentrations (using Unit Ontology term UO:0000175 for "nanogram per milliliter").
      • Instrument model and software version.
    • Data Processing:
      • Normalize raw luminescence readings against controls (% neutralization).
      • Fit dose-response curve using a 4-parameter logistic (4PL) model.
      • Calculate half-maximal inhibitory concentration (IC₅₀) with 95% confidence intervals.
    • Data Packaging:
      • Package final data table (dilution, % neutralization, IC₅₀) in a non-proprietary format (e.g., CSV).
      • Link data file to the rich metadata file (in JSON-LD format using schema.org markup).
      • Assign a unique, persistent identifier to the dataset (e.g., from your institutional repository).
      • Apply a clear usage license (e.g., CC-BY 4.0).

The Virologist's FAIR Toolkit

Table 2: Essential Research Reagent Solutions & Digital Tools for FAIR Data

Item/Tool Name Category Function in FAIR Virology
GISAID EpiCoV Repository & Platform Primary repository for sharing Findable and Accessible influenza and coronavirus sequences with associated epidemiological metadata. Requires attribution for Reuse.
NCBI Virus Data Portal & API Provides Interoperable search and analysis tools across viral sequence repositories, supporting data integration.
ISA-Tab Framework Metadata Tool Allows structured metadata annotation and provenance tracking for complex experimental workflows (e.g., multi-omics virology studies).
BioContainers Software Standardization Provides containerized versions of bioinformatics tools (e.g., viral genome assemblers), ensuring reproducible and interoperable analysis.
CIViC (Clinical Interpretation of Variants in Cancer) & VVi (Viral Variant) Knowledgebase Model for creating shared, standardized interpretations of viral variant pathogenicity and drug resistance, enhancing Interoperability and Reusability.
Virus Pathogen Resource (ViPR) Integrated Repository Offers Findable access to sequence, structure, and epitope data with Interoperable analysis workflows for multiple virus families.

Logical Pathway: Implementing FAIR in a Virology Lab

A strategic overview for integrating FAIR principles into a research group's data lifecycle.

G Start Research Question (e.g., antiviral mechanism) P1 Plan: Define Metadata & SOPs at Study Start Start->P1 P2 Execute: Collect Data with Persistent Identifiers P1->P2 P3 Process: Use Open Formats & Controlled Vocabularies P2->P3 P4 Publish: Deposit Data with Clear License P3->P4 End Reuse & Cite: New Insights & Validation P4->End End->Start Iterative Research Cycle

Title: FAIR Data Implementation Pathway for Virology

Adopting the FAIR principles is not merely an exercise in data management but a fundamental requirement for 21st-century virology. It directly addresses challenges in reproducibility, accelerates cross-disciplinary collaboration during outbreaks, and maximizes the return on investment in research. By systematically making viral genomic data, assay results, and models Findable, Accessible, Interoperable, and Reusable, the virology community can build a more resilient, transparent, and efficient research ecosystem capable of rapidly responding to evolving viral threats. This guide provides the technical foundation for integrating these pillars into the daily workflow, supporting the broader thesis that FAIR data is the bedrock of transformative virology.

The accelerating pace of viral threats, from pandemic coronaviruses to endemic pathogens like Lassa and Ebola, underscores a critical vulnerability in the global research ecosystem: fragmented and inaccessible data. The central thesis of modern virology must be that data is a foundational, reusable asset. The FAIR principles (Findable, Accessible, Interoperable, Reusable) provide the necessary framework to transform outbreak response and therapeutic discovery from reactive to predictive. This whitepaper details the technical consequences of poor data management and provides protocols for implementing FAIR-aligned solutions.

Quantitative Impact: The Cost of Poor Data

The inability to locate, access, and integrate data has measurable downstream costs on timelines and resources.

Table 1: Impact of Data Management Failures on Research Timelines

Failure Point Typical Time Loss Consequence
Finding Relevant Datasets 1-4 weeks Delayed meta-analysis and hypothesis generation.
Negotiating Data Access 2-12 weeks Critical path stall during outbreak response.
Re-formatting/Curating for Use 1-8 weeks Reduced time for actual scientific analysis.
Replicating In-silico Results 2-6 weeks Inefficient use of computational resources, delayed validation.

Table 2: Data Silos in Recent Outbreak Responses

Pathogen Estimated # of Independent Databases Key Interoperability Challenge
SARS-CoV-2 50+ Inconsistent metadata for viral sequences (specimen source, collection date).
Mpox (2022) 15+ Varied clinical phenotype ontologies, hindering correlation with genomic data.
Zika Virus 20+ Disparate formats for epidemiological and vector data.

Core Technical Hurdles & FAIR-Compliant Solutions

Challenge: Non-Standardized Metadata and Ontologies

Without controlled vocabularies (e.g., SNOMED CT, IDO virus ontology), computational integration of datasets for machine learning is manually intensive and error-prone.

  • Experimental Protocol: Metadata Harmonization for Viral Genomics
    • Objective: To enable federated search across sequence repositories.
    • Method:
      • Extract raw metadata from GenBank, GISAID, and institutional databases.
      • Map fields to the Investigation-Study-Assay (ISA) model framework.
      • Apply ontology terms: Use NCBITaxon:2697049 for SARS-CoV-2, UBERON:0000030 for "oropharyngeal swab".
      • Validate using the FAIRsharing.org registry's recommended standards.
      • Publish the harmonized metadata with persistent identifiers (PIDs) like DOIs or accession numbers.

G RawData Raw Sequence & Metadata ISA ISA-Tab Model Structured Format RawData->ISA Parse & Map Ontology Ontology Mapping (e.g., NCBITaxon, UBERON) ISA->Ontology Annotate PID Publication with Persistent ID (DOI) Ontology->PID Register Search Federated Discovery PID->Search Query

Diagram 1: FAIR Metadata Harmonization Workflow (80 chars)

Challenge: Inaccessible or Non-Interoperable Experimental Data

Proteomics, host-pathogen interaction, and compound screening data often reside in supplementary PDFs or proprietary formats, preventing automated meta-analysis.

  • Experimental Protocol: Standardized Data Reporting for Drug Screening
    • Objective: To enable cross-study comparison of antiviral compound efficacy.
    • Method:
      • Perform high-throughput screen (e.g., viral cytopathic effect assay).
      • Format results according to the CRIT (Common Assay Reporting Template) guidelines.
      • For dose-response curves, report IC50/EC50 values with confidence intervals and the fitted model parameters.
      • Deposit raw fluorescence/OD data and analyzed results in a public repository like BioSamples and BioStudies using the ISA model.
      • Link dataset to the chemical compound using its PubChem CID.

The Scientist's Toolkit: Essential Research Reagent Solutions

Table 3: Key Reagents for Integrated Virology Research

Reagent / Resource Function FAIR Data Consideration
Standard Reference Virus Stocks Ensures experimental reproducibility across labs. Must be linked to a unique RRID (Research Resource ID) and genomic sequence accession.
Validated Antibodies (e.g., Anti-Spike mAb) Critical for neutralization assays, ELISA, imaging. Antibody specificity and clone should be documented using the Antibody Registry.
Cell Lines with STR Profiling Provides consistent host-pathogen interaction models. Cell line identity must be verified and linked to public STR profile database (e.g., Cellosaurus ID).
Clinical Isolate Biobanks Source of genetically diverse viral variants for testing. Essential to link isolate metadata (patient demographics, severity) using PIDs and standardized ontologies.
Compound Libraries Starting point for drug discovery. Each compound must be traceable to a canonical SMILES string and PubChem CID.

Pathway to Integration: A FAIR Data Ecosystem

Implementing FAIR data management requires a shift in both infrastructure and practice. The following diagram illustrates the logical architecture of a FAIR-compliant data pipeline that accelerates discovery.

G DataGen Data Generation (Sequencing, Assays) Annotate Standardized Annotation (ISA, Ontologies) DataGen->Annotate Rich Metadata Repo Trusted Repository (with PID) Annotate->Repo Deposit Integrate Integration & Analysis Platform Repo->Integrate Machine-Accessible API Insight Actionable Insights (Therapeutic Targets, Diagnostics) Integrate->Insight AI/ML Analytics Insight->DataGen Hypothesis for Next Experiment

Diagram 2: FAIR Data Pipeline for Virology (73 chars)

The stakes in virology research are unequivocally high. Poor data management directly compromises the speed and efficacy of outbreak response and drug discovery by introducing avoidable friction. Adopting the FAIR principles is not a mere exercise in data curation but a critical technical requirement for building resilient, collaborative, and data-driven research infrastructures. The protocols and frameworks outlined herein provide a actionable path forward to transform data from a burden into our most powerful asset against emerging threats.

The advancement of virology research, crucial for pandemic preparedness, drug discovery, and understanding viral pathogenesis, is fundamentally hindered by pervasive data silos and fragmentation. This whitepaper, framed within the broader imperative for FAIR (Findable, Accessible, Interoperable, Reusable) data management, details the technical landscape of these barriers. The isolation of data in incompatible formats and repositories severely limits the integrative analyses required for rapid response to emerging threats and for comprehensive understanding of virus-host interactions.

Mapping the Major Data Silos

Virology research generates multifaceted data across distinct, often disconnected, domains. Each domain operates with its own standards, storage platforms, and access protocols.

Table 1: Primary Data Silos in Modern Virology Research

Data Silo Category Primary Data Types Common Storage/Repositories Key Interoperability Challenges
Genomic & Sequencing Data Viral genome sequences, amplicon sequences, metagenomic reads, host RNA-seq. NCBI GenBank, SRA, GISAID, ENA. Divergent metadata schemas, non-standardized sample annotation, proprietary analysis pipeline outputs.
Structural Biology Data Protein structures (spike proteins, polymerases), electron microscopy maps. PDB, EMDB. Inconsistent linkage to functional assay data or genomic variants.
Experimental Virology Data Viral titers (TCID50, PFU), neutralization assays, infection kinetics, drug susceptibility (IC50). Lab-specific spreadsheets, LIMS, published supplementary files. Lack of standardized units and assay protocols; minimal machine-readable metadata.
Clinical & Epidemiological Data Patient metadata, symptomology, transmission chains, outcomes. EHR systems, public health databases (limited access). Privacy restrictions, heterogeneous coding systems (ICD-10, local codes), non-linkable identifiers.
Immunology Assay Data ELISA titers, flow cytometry, ELISpot, MHC binding assays. ImmPort, individual lab databases. Complex, multi-parameter data in varied formats; lack of standardized controls reporting.

Technical Consequences of Fragmentation: A Case Study in Variant Analysis

The functional impact of a viral variant (e.g., SARS-CoV-2 Spike protein mutation) requires synthesis from multiple silos. The fragmentation creates a significant technical bottleneck.

Experimental Protocol: Integrating Multi-Silo Data for Variant Characterization

Objective: To comprehensively characterize the phenotypic impact of a novel viral glycoprotein variant.

Methodology:

  • Genomic Data Retrieval: Variant sequences are retrieved from GISAID. Metadata (collection date, location) is manually extracted.
  • Structural Modeling: The variant protein sequence is submitted to a homology modeling server (e.g., SWISS-MODEL) using the nearest PDB structure as a template. Predicted structural changes are analyzed.
  • In Vitro Phenotypic Assay:
    • Pseudovirus Neutralization: A pseudovirus bearing the variant spike is generated via co-transfection of HEK293T cells with a packaging plasmid (e.g., psPAX2) and a lentiviral reporter vector (e.g., pLV-eGFP) with the variant spike expression plasmid.
    • Cells are transfected using polyethylenimine (PEI) reagent.
    • Supernatant containing pseudovirus is harvested 72h post-transfection.
    • Serial dilutions of convalescent sera or monoclonal antibodies are incubated with pseudoviruses before infecting susceptible cells (e.g., Vero E6-TMPRSS2).
    • Infectivity is measured via reporter (e.g., luciferase) activity 48h later. Neutralization titers (ID50) are calculated.
  • Data Integration Challenge: Neutralization data (ID50 values), structural model coordinates, and genomic metadata exist in separate files (Excel, PDB, CSV). Manual, error-prone consolidation is required for analysis, with no universal identifier linking all three datasets.

variant_workflow GISAID Variant Sequence (GISAID) Model 3D Structural Model GISAID->Model Data3 Genomic Metadata GISAID->Data3 PDB Template Structure (PDB) PDB->Model Data2 Structural Change Report Model->Data2 Assay Pseudovirus Neutralization Assay Data1 Neutralization Titer (ID50) Assay->Data1 Manual Manual Integration & Analysis Data1->Manual Data2->Manual Data3->Manual Insight Integrated Phenotypic Insight Manual->Insight

Workflow for Fragmented Variant Analysis

The Scientist's Toolkit: Key Reagent Solutions for Integrative Studies

Reagent / Resource Function & Application Consideration for FAIRness
Plasmid Cloning System (e.g., Gibson Assembly) Enables rapid construction of expression plasmids for variant proteins (e.g., spike genes). Unique, persistent plasmid identifiers (e.g., Addgene ID) should be cited in metadata.
Pseudovirus Backbone (e.g., psPAX2, pLV-reporter) Safe, BSL-2 platform for functional characterization of viral entry proteins. The specific backbone and reporter gene must be precisely documented in assay metadata.
Standardized Reference Reagents WHO International Standards for antibodies or virus stocks calibrate assays across labs. Critical for making neutralization data (ID50) comparable and reusable across studies.
Cell Lines with Key Receptors Engineered cell lines (e.g., Vero E6-TMPRSS2, HEK293T-ACE2) ensure consistent viral entry assays. Cell line source (ATCC number) and passage number must be recorded.
Metadata Annotation Tools Tools like ISAcreator help structure experimental metadata according to community standards. Enforces minimum reporting requirements, making data interoperable from the point of creation.

A FAIR-Compliant Architecture to Bridge Silos

A proposed technical architecture to mitigate fragmentation involves implementing middleware and unified standards that create virtual links between existing databases without requiring complete centralization.

FAIR Data Hub Bridging Existing Silos

The current landscape of virology research is defined by high-value data trapped in isolated, incompatible silos. This fragmentation directly impedes the pace of discovery and translational application. Adopting the FAIR principles is not merely a data management exercise but a technical necessity. The path forward requires concerted development and adoption of community-driven metadata standards, unique persistent identifiers for viral entities and reagents, and interoperable infrastructure that can create meaningful links between genomic, structural, functional, and clinical data. Only through such technical integration can the field achieve the collaborative, data-driven insights needed to combat future viral threats.

Effective virology research in the post-pandemic era hinges on the Findable, Accessible, Interoperable, and Reusable (FAIR) management of heterogeneous data types. This whitepaper provides a technical guide to the core data types generated across the virology research pipeline, framing their characteristics, interdependencies, and management within the FAIR principles. Seamless integration of these data types is critical for accelerating therapeutic development and understanding viral pathogenesis.

Core Data Types in Virology Research

Genomic Sequence Data

Source: Viral isolates, clinical samples, environmental surveillance. Format: FASTA, FASTQ, VCF, GenBank, GFF. FAIR Considerations: Raw reads (FASTQ) must be linked to sample metadata using persistent unique identifiers. Consensus sequences require annotation of assembly pipeline and version.

Structural Models

Source: Cryo-EM, X-ray crystallography, NMR spectroscopy, computational homology modeling. Format: PDB, mmCIF, PDBx. FAIR Considerations: Models must be deposited in public repositories (e.g., RCSB PDB, EMDB) with links to the experimental map data and refinement statistics.

Assay Results (Quantitative & Qualitative)

Includes high-throughput screening (HTS) data, neutralization assays (IC50, EC50), polymerase activity, binding affinity (Kd), and cellular infectivity readouts. Format: CSV, HDF5, ISA-TAB. FAIR Considerations: Requires comprehensive metadata describing experimental conditions, controls, and assay protocol version.

Clinical and Epidemiological Datasets

Source: Patient records, cohort studies, surveillance programs. Content: De-identified patient demographics, symptomology, viral load, treatment outcomes, transmission chains. Format: CSV, REDCap, OMOP CDM, FHIR. FAIR Considerations: Must adhere to ethical and privacy frameworks (e.g., GDPR, HIPAA). Data dictionaries and controlled vocabularies (e.g., SNOMED CT, LOINC) are essential for interoperability.

Table 1: Characteristic Scale and Storage for Key Virology Data Types

Data Type Typical Volume per Sample Common Format Primary Repository Example
Raw Sequencing Reads (NGS) 1 GB - 100 GB FASTQ SRA, ENA, GISAID
Assembled Genome 10 KB - 1 MB FASTA, GenBank GenBank, GISAID, Virus-Host DB
3D Structural Model 100 KB - 50 MB PDB, mmCIF RCSB PDB, EMDB
HTS Screening Plate 1 MB - 100 MB CSV, HDF5 PubChem BioAssay, Zenodo
Clinical Cohort Dataset 10 MB - 10 GB CSV, SQL dbGaP, NDAR, project-specific

Table 2: Key Assay Metrics and Their Interpretations

Assay Type Key Quantitative Output(s) Typical Unit Significance
Plaque Reduction Neutralization PRNT50, PRNT90 Serum Dilution Antibody neutralization potency.
Antiviral Efficacy IC50, EC50 µM or ng/mL Compound concentration for 50% inhibition.
Binding Affinity Kd, Kon, Koff M, M-1s-1, s-1 Strength of protein-ligand interaction.
Viral Growth Kinetics Titer (TCID50, PFU/mL) Log10 per mL Viral replication fitness.
ELISA Optical Density (OD), Titer OD, Dilution Antibody or antigen concentration.

Detailed Experimental Protocols

Protocol: Viral Whole Genome Sequencing (Illumina)

Objective: Generate high-coverage consensus genome from viral culture supernatant. Reagents: See "The Scientist's Toolkit" (Section 6). Procedure:

  • Viral RNA Extraction: Use QIAamp Viral RNA Mini Kit. Elute in 60 µL AVE buffer.
  • cDNA Synthesis: Using SuperScript IV Reverse Transcriptase with random hexamers.
  • Library Preparation: Employ Illumina COVIDSeq Test kit or Nextera XT. Perform tagmentation, index PCR (12 cycles).
  • Quality Control: Assess library fragment size on Agilent Bioanalyzer (expect ~550 bp peak).
  • Sequencing: Pool libraries and sequence on Illumina MiSeq (2x150 bp) to target depth of >1000x coverage.
  • Bioinformatic Analysis:
    • Trimming: Use Trimmomatic v0.39 (parameters: LEADING:20 TRAILING:20 SLIDINGWINDOW:4:20 MINLEN:50).
    • Alignment: Map reads to reference (e.g., NC_045512.2) using BWA-MEM2 v2.2.1.
    • Variant Calling: Use iVar v1.3.1 (min-quality threshold: 20, min-depth: 10).
    • Consensus Generation: Apply a 5% frequency threshold for variant inclusion.

Protocol: Pseudovirus Neutralization Assay

Objective: Quantify neutralizing antibody titers against viral spike protein. Procedure:

  • Pseudovirus Production: Co-transfect HEK-293T cells with a lentiviral backbone (e.g., pNL4-3.Luc.R-E-) and viral spike protein expression plasmid using PEI transfection reagent. Harvest supernatant at 48-72 hours.
  • Serum/ Antibody Titration: Perform 3-fold serial dilutions of serum in duplicate in a 96-well plate.
  • Neutralization: Mix diluted serum with pseudovirus (MOI ~0.1) and incubate at 37°C for 1 hour.
  • Infection: Add mixture to HEK-293T-ACE2 target cells. Incubate for 48-72 hours.
  • Readout: Lyse cells and measure luciferase activity using Bright-Glo Luciferase Assay System.
  • Analysis: Calculate % neutralization relative to virus-only controls. Fit dose-response curve (4-parameter logistic) to calculate NT50 (50% neutralization titer).

Visualizations

g cluster_fair FAIR Data Lifecycle in Virology Sample Clinical/Environmental Sample SeqData Genomic Sequence Data Sample->SeqData NGS ClinicalData Clinical Dataset Sample->ClinicalData Curation StructData Structural Model Data SeqData->StructData Modeling AssayData Assay Result Data SeqData->AssayData Design IntegratedDB Integrated FAIR Database (e.g., Knowledge Graph) SeqData->IntegratedDB Annotated & Deposited StructData->IntegratedDB Annotated & Deposited AssayData->IntegratedDB Annotated & Deposited ClinicalData->AssayData Cohort ClinicalData->IntegratedDB Annotated & Deposited Analysis Downstream Analysis: - Drug Discovery - Variant Impact - Correlations IntegratedDB->Analysis FAIR FAIR Principles Layer: Unique IDs, Metadata, Standard Vocabularies, APIs

Diagram Title: FAIR Data Lifecycle in Virology (Max 760px)

workflow title Pseudovirus Neutralization Assay Workflow P1 Plasmid Prep: Spike + Backbone P2 Transfect HEK-293T Cells P1->P2 P3 Harvest Pseudovirus P2->P3 P5 Mix Virus & Serum (1hr) P3->P5 P4 Titrate Serum/ Antibody P4->P5 P6 Infect ACE2+ Cells P5->P6 P7 Incubate (48-72hr) P6->P7 P8 Luciferase Readout P7->P8 P9 Calculate NT50 P8->P9

Diagram Title: Pseudovirus Neutralization Assay Steps (Max 760px)

The Scientist's Toolkit: Research Reagent Solutions

Table 3: Essential Reagents for Featured Virology Experiments

Item Name (Example) Category Primary Function in Protocol
QIAamp Viral RNA Mini Kit (Qiagen) Nucleic Acid Extraction Silica-membrane based purification of viral RNA from culture or clinical samples.
SuperScript IV Reverse Transcriptase (Thermo Fisher) Molecular Biology High-temperature, highly processive reverse transcriptase for full-length cDNA synthesis.
Illumina COVIDSeq Test Assay Sequencing Targeted amplicon-based library prep for viral genome sequencing on Illumina platforms.
Polyethylenimine (PEI) Max (Polysciences) Cell Biology High-efficiency, low-cost cationic polymer for transient transfection of plasmid DNA.
pNL4-3.Luc.R-E- (NIH AIDS Reagent Program) Virology Envelope-deficient HIV-1 backbone plasmid expressing luciferase for pseudovirus generation.
Bright-Glo Luciferase Assay (Promega) Assay Readout Single-reagent, lytic assay providing sensitive luminescent readout of viral infection.
HEK-293T-hACE2 Cells (BEI Resources) Cell Line Engineered mammalian cell line stably expressing the human ACE2 receptor for SARS-CoV-2 entry assays.
Recombinant Spike Protein (RBD) Protein Antigen for ELISA development or as a standard in binding/blocking assays.

Within virology research, the management of complex, heterogeneous, and rapidly evolving data is a critical bottleneck. The implementation of FAIR (Findable, Accessible, Interoperable, and Reusable) data management principles provides a structured solution. This whitepaper details how a FAIR-centric framework directly delivers three core benefits: enhancing experimental reproducibility, unlocking AI/ML-driven discovery, and accelerating cross-disciplinary collaboration. The thesis posits that FAIRification is not merely a data curation exercise but a fundamental prerequisite for transformative research in understanding viral pathogenesis, developing therapeutics, and preparing for future pandemics.

Enhancing Reproducibility in Virology Experiments

Reproducibility crises stem from incomplete metadata, non-standardized protocols, and inaccessible data. FAIR data management enforces rigor at each stage.

Key Experimental Protocol: FAIR-Compliant Viral Genomics Workflow

Objective: To generate, process, and archive next-generation sequencing (NGS) data from clinical viral isolates in a reproducible manner.

Detailed Methodology:

  • Sample Collection & Metadata Annotation: Collect specimen (e.g., nasopharyngeal swab) with mandatory fields recorded using the ISA-Tab format (Investigation, Study, Assay). Fields include: host species, collection date/geo-location, clinical phenotype, sample type, and processing method.
  • Nucleic Acid Extraction: Use a Qiagen Viral RNA Mini Kit. Log kit lot number, elution volume, and QC metrics (A260/A280 ratio, RNA integrity number equivalent) to the sample metadata record.
  • Library Preparation & Sequencing: Perform ARTIC Network multiplex PCR tiling for SARS-CoV-2 or similar pan-viral approach. Use unique, persistent dual-index barcodes. Record sequencing platform (e.g., Illumina NextSeq 2000), chemistry version, and run ID.
  • Computational Analysis:
    • Raw Data Processing: Demultiplex using bcl2fastq. Retain original FASTQ files in a persistent repository (e.g., SRA, ENA) with assigned DOI.
    • Bioinformatic Pipeline: Execute via a containerized workflow (e.g., Nextflow, Snakemake). Use versioned tools: BWA for alignment, ivar for primer trimming and variant calling, samtools for file manipulation.
    • Pipeline Provenance: The workflow script must explicitly define all software versions, reference genome accession number (e.g., NC_045512.2), and parameters. This is encapsulated in a Research Object Crate (RO-Crate).
  • Data Deposition: Final consensus sequences and variant call files (VCFs) are deposited in both discipline-specific (GISAID) and generic (Zenodo) repositories with a CC-BY license.

Table 1: Impact of FAIR Practices on Reproducibility Metrics

Reproducibility Factor Non-FAIR Approach FAIR-Compliant Approach Measurable Improvement
Protocol Findability Protocol in PDF, lab server Protocol in protocol.io with DOI Access requests reduced by ~90%
Data Reusability Rate <30% of datasets usable by external teams >85% of datasets successfully re-analyzed ~3x increase in reuse
Analysis Re-execution Success Manual commands, ~40% success Versioned container, ~95% success >2x increase in replication success

G Sample Clinical Specimen Collection Meta Structured Metadata (ISA-Tab Format) Sample->Meta Annotates With Extract Nucleic Acid Extraction & QC Sample->Extract Meta->Extract Crate RO-Crate: Workflow Provenance Meta->Crate Packaged In SeqPrep Library Prep (Indexed, Barcoded) Extract->SeqPrep Sequencing NGS Sequencing SeqPrep->Sequencing RawData Raw FASTQ Files Sequencing->RawData Repo1 Public Archive (SRA/ENA) RawData->Repo1 Deposits to Pipeline Containerized Analysis Pipeline RawData->Pipeline Results Consensus Sequence & Variants Pipeline->Results Pipeline->Crate Generates Repo2 GISAID/Zenodo (DOI Assigned) Results->Repo2 Deposits to

FAIR Viral Genomics & Provenance Workflow

Enabling AI/ML for Predictive Virology

FAIR data provides the structured, high-quality, and interconnected training sets required for robust machine learning models.

Key Experimental Protocol: Building a Predictive Model for Viral Host Tropism

Objective: Train a supervised ML model to predict the likelihood of a novel coronavirus variant infecting human cells based on spike protein sequence and structural features.

Detailed Methodology:

  • FAIR Data Curation for Training:
    • Source Data: Programmatically query public FAIR repositories using APIs. Gather sequences from Virus-Host DB, 3D structures from Protein Data Bank (PDB), and binding affinity data from IEDB.
    • Feature Engineering: Extract features for each viral strain: a) Sequence Features: k-mer frequencies, physicochemical properties. b) Structural Features: (From homology models) - solvent-accessible surface area, charge distribution at Receptor Binding Motif (RBM). c) Graph Features: Represent residue interaction network as a graph for Graph Neural Networks.
    • Labeling: Binary label (Binds/Does Not Bind) based on published in vitro ACE2 binding assays. All training data is stored in a dedicated Figshare collection with a unique DOI.
  • Model Development & Training:
    • Algorithm Selection: Test multiple classifiers: Random Forest, XGBoost, and a CNN-LSTM hybrid for sequence data.
    • Training Framework: Use TensorFlow or PyTorch. Code is version-controlled in GitHub with a linked environment.yml file for exact dependency replication.
    • Validation: Perform stratified k-fold cross-validation. Hold out entire clades of viruses for true out-of-sample testing.
  • FAIR Model Sharing: Package the final model using ONNX (Open Neural Network Exchange) format. Deploy via a BioConda package or a containerized REST API (e.g., using Docker), accompanied by a MINIMAL (Minimum Information for Medical AI Reporting) checklist.

Table 2: Data Requirements for ML Models in Virology

Model Type Required FAIR Data Volume & Source Key Interoperability Standard
Variant Pathogenicity Prediction Annotated genomes, clinical outcomes 100k+ sequences (GISAID, NCBI) FASTQ, VCF, HL7 FHIR
Antiviral Drug Screening Compound structures, IC50 values, protein targets 10k+ assays (ChEMBL, PubChem) SDF, InChI, SMILES
Epidemiological Forecasting Incidence, mobility, genomic surveillance Time-series data (WHO, CDC, GISAID) CSV, ISO 8601 date

G Source FAIR Data Sources SeqDB Virus-Host DB (Sequences) Source->SeqDB StructDB PDB (Structures) Source->StructDB AssayDB IEDB (Binding Data) Source->AssayDB ETL Automated ETL Pipeline (API) SeqDB->ETL StructDB->ETL AssayDB->ETL Features Feature Engineering: - k-mer Freq - Structural Descriptors - Graph Networks ETL->Features LabeledSet Labeled Training Set (Stored with DOI) Features->LabeledSet Training Model Training (RF, XGBoost, CNN-LSTM) LabeledSet->Training Validation Clade-Based Validation Training->Validation FAIRModel FAIR AI Model (ONNX, Containerized API) Validation->FAIRModel Deploys

FAIR Data Pipeline for Host Tropism ML Model

Accelerating Cross-Disciplinary Collaboration

FAIR data acts as a universal translator, breaking down silos between virologists, structural biologists, immunologists, and computational scientists.

Collaborative Protocol: Structure-Based Vaccine Design for Influenza

Objective: Integrate data across disciplines to identify conserved epitopes for a universal influenza vaccine candidate.

Detailed Methodology:

  • Immunologist's Role (Initiate):
    • Experiment: Perform B-cell repertoire sequencing (BCR-Seq) from convalescent patients across multiple influenza strains (H1N1, H3N2).
    • FAIR Contribution: Deposit processed BCR sequences to ImmPort or VDJServer, using AIRR (Adaptive Immune Receptor Repertoire) Community standards. Annotate with associated influenza strain and patient HLA type.
  • Structural Biologist's Role (Integrate):
    • Experiment: Solve crystal structures of broadly neutralizing antibodies (bnAbs) bound to hemagglutinin (HA). Perform hydrogen-deuterium exchange mass spectrometry (HDX-MS) to map dynamic epitopes.
    • FAIR Contribution: Deposit structures to PDB. Deposit HDX-MS raw data and differential uptake plots to ProteomeXchange. Link entries to the bnAb sequences from ImmPort via persistent identifiers (PIDs).
  • Computational Biologist/Virologist's Role (Analyze):
    • Experiment: Query the linked FAIR data graph. Use molecular dynamics simulations to assess epitope stability. Perform phylogenetic analysis on HA sequences to confirm conservation of the identified epitope across historical strains.
    • FAIR Contribution: Publish the integrative analysis as a computational notebook (Jupyter/R Markdown) in GitHub or Binder, linking directly to all source data PIDs. Register the final conserved epitope list in a Community Resource like the Vaccine Investigation and Online Information Network (VIOLIN).

The Scientist's Toolkit: Essential Reagent Solutions

Item/Reagent Function in Virology Research Key Attribute for FAIRness
Standardized Reference Virus Panel Provides controlled, consistent viral stocks for neutralization assays, sequencing calibration, and antiviral screening. Assigned an RRID (Research Resource ID) for unambiguous global referencing.
HEK-293T-ACE2 Stable Cell Line Model system for studying SARS-CoV-2 entry, pseudovirus production, and antibody neutralization. Cell line identity authenticated via STR profiling; detailed culture conditions documented in Cellosaurus.
Multiplex Serology Assay Kit (Luminex) Measures antibody response to multiple viral antigens simultaneously from a single sample. Kit lot number and calibration data recorded; results reported in standard units (MFI, IU/mL) linked to WHO standards.
CRISPR Knockout Library (e.g., Brunello) Genome-wide screening to identify host factors essential for viral replication. Library composition and mapping coordinates (sgRNA sequences) deposited to Addgene with full plasmid sequence.

G Immuno Immunologist BCRSeq BCR Repertoire Sequencing Immuno->BCRSeq Data1 AIRR-Compliant Data (ImmPort) BCRSeq->Data1 Query Linked Data Graph Query Data1->Query PIDs Link StructBio Structural Biologist Struct bnAb-HA Complex Structure StructBio->Struct Data2 PDB Entry Linked to bnAb ID Struct->Data2 Data2->Query PIDs Link CompBio Computational Virologist CompBio->Query Analysis Conserved Epitope Prediction Query->Analysis Output Universal Vaccine Candidate Report Analysis->Output Repo Community Resource (VIOLIN) Output->Repo Registered In

Cross-Disciplinary FAIR Workflow for Vaccine Design

The systematic application of FAIR data management principles directly catalyzes the three core benefits. It transforms reproducibility from an aspiration into a documented, executable outcome. It creates the high-integrity data substrates necessary for powerful, predictive AI/ML models. Finally, it builds an interconnected data ecosystem that dissolves disciplinary barriers, enabling collaborative teams to address complex virological challenges with unprecedented speed and synergy. For virology research aiming to advance fundamental knowledge and deliver real-world impact, a commitment to FAIR is foundational.

A Step-by-Step Guide to Implementing FAIR Principles in Your Virology Lab

Effective management of viral research data is critical for accelerating pathogen discovery, therapeutic development, and pandemic preparedness. The FAIR principles (Findable, Accessible, Interoperable, Reusable) provide a framework for this management, with rich, standardized metadata serving as the foundational enabler. This guide details the technical implementation of metadata standards to transform disparate, siloed viral data into a cohesive, machine-actionable knowledge resource for researchers and drug development professionals.

Core Metadata Standards and Specifications

Adherence to community-endorsed standards ensures interoperability across databases and research institutions. The following standards are paramount.

Table 1: Core Metadata Standards for Virology Data

Standard/Schema Governing Body/PROV Primary Application in Virology Key Fields/Components
ISA (Investigation, Study, Assay) Framework ISA Commons Structuring multi-omics studies (e.g., host-pathogen transcriptomics) Investigation description, study design, assay technology, sample characteristics.
MIxS (Minimum Information about any (x) Sequence) Genomic Standards Consortium Genomic & metagenomic sequence data Biome, feature, sequence assembly, pathogenicity, host information.
Virus Metadata Ontology (VMO) & Virus Infectious Disease Ontology (VIDO) OBO Foundry Semantic annotation of virus traits, interactions, and disease terms Taxonomic classification, virion structure, transmission mode, host range, clinical outcomes.
CDISC (Clinical Data Interchange Standards Consortium) CDISC Regulatory-grade clinical trial data for antivirals/vaccines Standardized patient demographics, lab test results, efficacy endpoints.
DOI (Digital Object Identifier) International DOI Foundation Persistent, citable identification of datasets published in repositories. Unique identifier, resolver URL, metadata describing the resource.

Experimental Protocol: Implementing ISA-Tab for a Host-Virus Transcriptomics Study

This protocol outlines the creation of an ISA-Tab package for a typical in vitro study investigating host transcriptional response to viral infection.

1. Investigation File (i_investigation.txt):

  • Title: Transcriptomic profiling of A549 cells infected with Influenza A/H1N1 at 6, 12, and 24 hours post-infection.
  • Study Identifier: S1.
  • Submission Date: [YYYY-MM-DD].
  • Public Release Date: [YYYY-MM-DD].
  • Description: Investigation to identify early and late host response pathways to influenza infection.
  • Contacts: List of investigators with roles (e.g., Principal Investigator, Data Curator) and affiliations.

2. Study File (s_study.txt):

  • Study Design: A factorial design with factors: Virus (Mock, Influenza A/H1N1) and Time (6h, 12h, 24h). Include 3 biological replicates per condition (total n=18 samples).
  • Protocols: Define stepwise protocols with unique IDs (e.g., P1: Cell culture, P2: Virus infection (MOI=0.1), P3: RNA extraction, P4: RNA-seq library prep).
  • Sample Collection Plan: Link each planned sample to the experimental factors (e.g., SampleS1Mock6hrep1, SampleS2H1N124hrep3).

3. Assay File (a_transcriptomics.txt):

  • Technology Type: "RNA-seq" (from NCBI OBI ontology term OBI:0001271).
  • Measurement Type: "gene expression profiling" (OBI:0000424).
  • Data Transformation: List software and versions (e.g., "Read alignment: STAR v2.7.10a", "Quantification: featureCounts v2.0.3").
  • Raw Data Files: List file names and formats (e.g., Sample_S1_Mock_6h_rep1_R1.fastq.gz).
  • Derived Data Files: List processed data files (e.g., gene_count_matrix.csv).

4. Annotation: Populate all fields using controlled vocabulary terms from ontologies (e.g., Cell type: A549 cell from CLONT CL_0011; Virus: Influenza A virus (A/Wisconsin/588/2019 (H1N1)) from NCBITaxon txid1132091).

The Scientist's Toolkit: Research Reagent Solutions

Table 2: Essential Materials for Viral Omics Studies

Item/Reagent Function/Application Example/Consideration
Validated Reference Virus Stock Provides consistent, titered inoculum for infection studies. Obtain from repositories like BEI Resources or ATCC. Record GenBank accession, passage history, and titer (PFU/mL).
Cell Line with Authenticated STR Profile Ensures experimental reproducibility and reduces cross-contamination risk. Use ATCC-validated lines (e.g., Vero E6, Caco-2). Document passage number and mycoplasma status.
Spike-in RNA Controls (e.g., ERCC) Enables technical normalization and quality assessment in RNA-seq. Added during RNA extraction to monitor sensitivity and dynamic range.
Barcoded Sequencing Library Prep Kits Allows multiplexing of samples, reducing cost and batch effects. Choose kits compatible with your sequencing platform (Illumina, Nanopore).
Metadata Management Software Tools to create, validate, and export standardized metadata. ISAcreator, ODK, or custom scripts using isatools Python library.

Visualization: The FAIR Data Pipeline in Virology

fair_pipeline Raw_Data Raw Experimental Data (Sequencing, Microscopy, Assays) Metadata_Annotation Step 1: Metadata Annotation (ISA-Tab, MIxS, Ontologies) Raw_Data->Metadata_Annotation Apply Standards FAIR_Repository FAIR-Compliant Repository (e.g., ENA, GEO, VirusPathogen) Metadata_Annotation->FAIR_Repository Submit with PIDs Data_Harmonization Computational Harmonization & Knowledge Graph Integration FAIR_Repository->Data_Harmonization Machine Accessible Research_Application Research Applications: - Comparative Analysis - Machine Learning - Therapeutic Discovery Data_Harmonization->Research_Application Drives

Diagram 1: The FAIR Viral Data Management Pipeline

isa_structure cluster_samples Samples & Protocols Investigation Investigation (Overall Project Context, Personnel, Goals) Study Study (Unit of research with a common objective) Investigation->Study S1 Source (Human Patient) Study->S1 Assay1 Assay 1 (e.g., RNA-seq) Assay2 Assay 2 (e.g., Proteomics) S2 Sample ( Nasal Swab) S1->S2 derives from S3 Extract ( Viral RNA) S2->S3 derives from S3->Assay1 S3->Assay2 P1 Collection Protocol P1->S1 P2 Processing Protocol P2->S2

Diagram 2: Hierarchical Structure of the ISA Metadata Framework

Quantitative Impact of Standardized Metadata

Table 3: Measured Benefits of Implementing Rich Metadata

Metric Before Standardization (Approx.) After FAIR Implementation (Approx.) Measurement Source
Data Discovery Time Hours to days (manual search) Minutes (faceted search) User surveys from ENA/GSA databases.
Data Reuse Rate < 20% of deposited datasets > 60% of FAIR datasets Citation and download analysis (2023).
Interoperability Success ~30% (custom formats) ~85% (standard formats) Successful API calls & integration benchmarks.
Meta-Analysis Setup Time Weeks (data wrangling) Days (automated ingestion) Reported in multi-study consortium reports.

The systematic application of rich, standardized metadata is not an administrative burden but a critical first scientific step that unlocks the latent value of viral data. By anchoring data management in the FAIR principles through frameworks like ISA and ontologies, the virology research community can build a resilient, interconnected, and reusable data infrastructure. This foundation is essential for rapid response to emerging threats and the efficient development of novel antiviral strategies.

Within virology research—encompassing pathogen surveillance, genomic epidemiology, and antiviral drug development—the FAIR (Findable, Accessible, Interoperable, Reusable) principles provide a critical framework for managing vast and complex data. Persistent Identifiers (PIDs) are the cornerstone of the "Findable" and "Accessible" principles. They provide globally unique, permanent references to digital research objects, ensuring they can be reliably located, cited, and linked over time. For virologists, effective use of PIDs, primarily Accession Numbers from bioinformatics repositories and Digital Object Identifiers (DOIs) for published datasets and articles, is non-negotiable for data integrity, reproducibility, and accelerating translational science.

Core PID Types: Accession Numbers vs. DOIs

The table below summarizes the key characteristics, providers, and use cases for the two primary PID types in virology.

Table 1: Comparison of Primary Persistent Identifier Types in Virology Research

Feature Accession Numbers Digital Object Identifiers (DOIs)
Primary Scope Data submitted to specific bioinformatics repositories (genomic sequences, structures, experiments). Any digital object (publications, datasets, software, physical samples via IGSN).
Common Providers INSDC databases (GenBank, ENA, DDBJ), SRA, PDB, UniProt. Data repositories (Zenodo, Figshare, Dryad), journals, publishers (Crossref, DataCite).
Typical Format Alphabetic prefix + series of digits (e.g., OP123456, SRR1234567, 7TPP). 10.XXXX/YYYYY (e.g., 10.5281/zenodo.1234567).
Resolution Resolves to an entry page in the source database. Resolves via the Handle System to a URL (often a landing page).
Metadata Highly structured, domain-specific (e.g., FASTQ headers, FASTA features). Structured citation metadata (creator, title, publisher, license) via DataCite or Crossref schemas.
Virology Use Case Permanently identifying a SARS-CoV-2 genome sequence submitted to GISAID or GenBank. Permanently citing a curated dataset of influenza protein interactions shared via a general-purpose repository.

Effective Use in Experimental Workflows

Protocol: Submitting Viral Genomic Data with Accession Numbers

Objective: To generate a permanent, trackable accession number for raw and assembled viral sequence data as part of a surveillance study.

Materials & Workflow:

  • Sample Preparation & Sequencing: Extract viral RNA, prepare sequencing library (e.g., ARTIC protocol for amplicon-based SARS-CoV-2 sequencing), and sequence on a platform like Illumina.
  • Data Processing: Demultiplex reads, perform quality control (FastQC), and assemble genomes using a reference-based assembler (e.g., bwa mem, iVar).
  • Repository Selection:
    • GenBank/ENA/DDBJ (INSDC): For finished, annotated genome assemblies. Mandatory for most journal publications.
    • SRA (Sequence Read Archive): For raw sequencing reads (FASTQ files).
    • GISAID: Specifically for influenza and coronavirus sequences, emphasizing specimen provenance.
  • Submission: Use the repository's submission portal (e.g., BankIt, CLI tools). Prepare metadata: isolate name, host, collection date/location, sequencing method. Upon validation, you receive an accession number (e.g., OK135478 for GenBank).
  • Linking: In your lab notebook or metadata file, link the sample ID to the final accession number(s).

Protocol: Minting a DOI for a Published Virology Dataset

Objective: To assign a DOI to a fully documented dataset supporting a research article, enabling independent citation and reuse.

Materials & Workflow:

  • Dataset Curation: Compile all data relevant to a study's conclusions: sequence accession numbers, processed data tables (e.g., viral titer measurements, IC50 values from drug assays), analysis scripts (R/Python), and detailed README.md.
  • Repository Selection:
    • Disciplinary: Virological.org (for epidemic response data), NCBI's BioProject (linking multiple accessions).
    • General-purpose: Zenodo, Figshare, Dryad. These are recommended for full dataset packaging and provide DOIs via DataCite.
  • Upload & Description: Upload files. Complete metadata fields: authors, title, description, keywords (e.g., "HIV-1, integrase inhibitor, drug resistance"), funding source, and a license (e.g., CC BY 4.0).
  • Publication & DOI: Use the repository's "publish" or "reserve DOI" function. This mints a permanent DOI (e.g., 10.5281/zenodo.7890123).
  • Citation: In the associated manuscript, cite the dataset using the provided formatted citation (e.g., "Smith et al., 2023" with the DOI URL).

Visualization of PID Integration in a FAIR Virology Workflow

Diagram 1: PID Workflow in Virology Research

The Scientist's Toolkit: Research Reagent Solutions

Table 2: Essential Research Reagents & Tools for Virology Data Generation and PID Assignment

Item Function in Context of PIDs
ARTIC Network Primer Pools Standardized amplicon sequencing primers for viruses like Ebola or SARS-CoV-2. Ensures consistent, reproducible raw data that can be linked to a specific protocol via its own DOI.
Reference Viral Genomes (e.g., NCBI RefSeq) Used for sequence alignment and assembly. The RefSeq accession (e.g., NC_045512.2 for SARS-CoV-2 Wuhan-Hu-1) is a critical PID for defining the coordinate system used in analyses.
Antiviral Compound Libraries Used in high-throughput screening. Compounds should be registered with public databases (e.g., PubChem CID) to unambiguously link bioassay results (published with a DOI) to chemical structures.
Plasmid Cloning System (e.g., pCR4-TOPO) Used to construct viral replicons or expression clones for functional studies. The plasmid sequence should be deposited with an accession number (e.g., GenBank MT123456).
Data Repository CLI Tools (e.g., ncbi-acc-download, Zenodo API) Command-line tools to programmatically upload data and retrieve metadata using PIDs, enabling automation in data management pipelines.

Within the framework of a broader thesis on implementing FAIR (Findable, Accessible, Interoperable, Reusable) data management principles in virology research, the strategic selection and application of domain-specific metadata standards is a critical step. Virology data—spanning genomic sequences, environmental sample details, experimental procedures, and clinical trial outcomes—is inherently heterogeneous. Adopting standardized vocabularies and structured formats is paramount to ensure data integration, reproducibility, and cross-study analysis, accelerating the path from basic research to therapeutic and vaccine development. This guide provides an in-depth technical examination of four pivotal standards: INSDC, MIxS, OBI, and CDISC, detailing their application in virology.

The table below summarizes the core attributes, scope, and virology-specific utility of each standard.

Table 1: Comparison of Domain-Specific Standards for Virology Research

Standard Full Name & Governing Body Primary Scope Key Virology Application Format / Structure Adoption Level (2024 Est.)
INSDC International Nucleotide Sequence Database Collaboration (INSDC; DDBJ, ENA, NCBI) Submission, archiving, and retrieval of nucleotide sequences and associated descriptive metadata. Deposition of viral genome sequences, annotated features (genes, proteins), and isolate information. Mandatory for publication. Flat files (INSDC, GenBank), ASN.1, XML. Structured fields (LOCUS, DEFINITION, FEATURES). ~Universal for public sequence data. Tens of millions of viral records.
MIxS Minimum Information about any (x) Sequence (Genomic Standards Consortium) Standardized environmental, host-associated, and biomedical sample contextual data (metadata). Critical for metagenomic virome studies, pathogen-host interaction studies, and linking sequence data to precise sample origins (e.g., host species, body site, collection date). Checklists (MIMS, MIMARKS, MIMAG). Structured templates (TSV, Excel). Can be embedded in INSDC submissions. High in environmental microbiology; growing in viral metagenomics.
OBI Ontology for Biomedical Investigations (OBI Consortium) An integrative ontology for describing the design, protocols, instruments, and materials used in life-science and clinical investigations. Formal description of virology experimental workflows (e.g., plaque assay, PCR, sequencing library prep), assay instruments, and data transformation steps. Web Ontology Language (OWL). URI-based terms (e.g., OBI:0000070 for "nucleic acid amplification"). Moderate-High in bioinformatics tool development and data integration platforms.
CDISC Clinical Data Interchange Standards Consortium (CDISC) Global standards for clinical research data, covering data collection (CDASH), study design (SDTM), and analysis (ADaM). Standardizing data from clinical trials of antiviral drugs, vaccines, and diagnostics. Enables regulatory submission (FDA, PMDA) and pooled analysis. Defined datasets (XPT, XML) with controlled terminology. Specific therapeutic area standards (e.g., TAUG-Viral Infections). Mandatory for regulatory submissions to key agencies (FDA, PMDA).

Application Protocols and Methodologies

Protocol: Submitting a Novel Viral Genome Sequence with INSDC and MIxS Metadata

Objective: To publicly deposit the complete genome sequence of a newly isolated influenza virus with FAIR-compliant metadata.

Materials & Workflow:

  • Sequence Assembly & Annotation: Assemble reads from next-generation sequencing (e.g., Illumina). Annotate open reading frames using tools like VADR or NCBI's Prokaryotic Genome Annotation Pipeline (PGAP) in viral mode.
  • Prepare INSDC Core File:
    • Create a GenBank-format flat file.
    • In the FEATURES section, annotate each gene (e.g., HA, NA, MP, NP, NS, PA, PB1, PB2) with gene and CDS qualifiers.
    • Include isolate information in the source feature with qualifiers: /isolate="[name]", /host="Homo sapiens", /collection_date="[date]".
  • Prepare MIxS Checklist:
    • Select the MIMARKS (Minimum Information about a MARKer Sequence) checklist for cultured specimens.
    • Populate mandatory fields: investigation type (virus metagenome), project name, lat_lon, geo_loc_name, collection_date, host_taxonomic_id, host_health_state.
  • Submission: Use the BankIt or tbl2asn submission tool at NCBI, uploading the sequence file and the completed MIxS checklist. The MIxS data will be integrated into the BioSample record linked to the GenBank entry.

Protocol: Annotating a Virology Experiment with OBI

Objective: To semantically describe a quantitative reverse transcription PCR (RT-qPCR) experiment measuring viral load in patient samples.

Methodology:

  • Identify Core Processes & Entities: Deconstruct the experiment into OBI ontology terms.
    • Planned Process (Assay): nucleic acid amplification assay (OBI:0000050) + reverse transcription + quantitative PCR.
    • Input Material: specimen from organism (OBI:0100051) -> blood plasma.
    • Instrument: real-time PCR instrument (OBI:0000905).
    • Output Data: fluorescence intensity data (OBI:0001967) -> cycle threshold (Ct) value.
  • Formal Representation: Use the OBI ontology in Resource Description Framework (RDF) to link components.

Protocol: Structuring Clinical Trial Data for an Antiviral Study with CDISC

Objective: To map raw case report form (CRF) data from a phase III trial of a novel antiviral to CDISC SDTM domains.

Methodology:

  • Domain Mapping:
    • Demographics -> DM domain.
    • Subject Visits -> VS (Vital Signs) domain.
    • Laboratory Tests (e.g., viral titer, hematology) -> LB domain.
    • Adverse Events -> AE domain.
    • Virology-Specific Findings: Create a Custom Findings (FA) domain for "Viral Genotype" and "Phenotypic Resistance."
  • Controlled Terminology: Apply CDISC CT codes. For an AE of "headache," use MedDRA code 10019211. For specimen type "Nasopharyngeal Swab," use code C98960.
  • Implementation: Use SAS or R with the pharmaversesdtm package to transform and validate datasets against SDTM Implementation Guide rules, ensuring regulatory compliance.

Visualizing the Standards Ecosystem and Workflows

G Sample Virology Sample (e.g., Nasal Swab) MIxS MIxS Checklist (Context Metadata) Sample->MIxS Described by SeqData Sequence Data (FASTQ, Consensus) Sample->SeqData Generates INSDC_Submission INSDC Submission (GenBank/BioSample) MIxS->INSDC_Submission Packaged with SeqData->INSDC_Submission OBI_Annotation OBI Annotation (Experimental Workflow) SeqData->OBI_Annotation Processed via Analysis Integrated FAIR Data for Analysis INSDC_Submission->Analysis Enables OBI_Annotation->Analysis CDISC CDISC Mapping (SDTM/ADaM) Analysis->CDISC Informs ClinicalTrial Clinical Trial Data ClinicalTrial->CDISC Standardized by Regulatory Regulatory Submission CDISC->Regulatory Forms

Diagram 1: Data Flow of Standards in Virology Research (71 chars)

The Scientist's Toolkit: Research Reagent Solutions

Table 2: Essential Research Reagents and Materials for Virology Experiments

Item Supplier Examples Function in Virology Research
Vero E6 Cells ATCC, Sigma-Aldrich A continuous African green monkey kidney cell line highly permissive for infection by a wide range of viruses (e.g., SARS-CoV-2, influenza, Zika), used for virus propagation, titration (plaque assay), and neutralization tests.
Plaque Assay Agarose Overlay Thermo Fisher, Lonza Semi-solid medium (agarose mixed with nutrients) used to immobilize viruses after infection of a cell monolayer. Enables visualization and counting of discrete plaques (lytic areas) to quantify infectious viral titer (PFU/mL).
One-Step RT-qPCR Kit Qiagen, Thermo Fisher, Bio-Rad Contains reverse transcriptase and DNA polymerase in a single master mix for quantifying viral RNA load directly from extracted samples. Essential for determining viral kinetics (e.g., Ct values) in research and diagnostic assays.
Viral Nucleic Acid Extraction Kit QIAamp Viral RNA Mini Kit (Qiagen), MagMAX Viral/Pathogen Kit (Thermo Fisher) For purification of viral RNA/DNA from complex biological samples (swabs, serum, tissue). Critical first step for sequencing (NGS) and molecular detection.
Pan-Viral Microarray or NGS Panel ViroCap (Custom), Twist Viral Panels Targeted enrichment platforms designed to capture sequences from known viruses comprehensively. Increases sensitivity in metagenomic detection from clinical or environmental samples.
Recombinant Viral Antigens Sino Biological, The Native Antigen Company Purified viral proteins (e.g., Spike protein of SARS-CoV-2, HA of Influenza) used as reagents in serological assays (ELISA) to measure host antibody responses and for vaccine development.
Pseudotyped Virus Systems Integral Molecular, Luciferase-Reporter Pseudotypes Safe, non-replicative viral particles bearing a reporter gene (e.g., luciferase) and the envelope protein of a pathogenic virus. Used in BSL-2 settings to study viral entry and screen for neutralizing antibodies.
CDISC Controlled Terminology CDISC Website, NCI Thesaurus The standardized dictionary of codes and terms (e.g., for lab tests, units, medical events) required for populating CDISC data sets, ensuring global regulatory acceptance.

Within a comprehensive FAIR (Findable, Accessible, Interoperable, Reusable) data management framework for virology, the selection of an appropriate data repository is a critical strategic decision. This step directly impacts the fulfillment of all FAIR principles. Depositing data into a siloed, non-standardized, or inaccessible repository undermines the entire data lifecycle. This guide provides a technical comparison between generalist and specialist repositories, enabling virologists and bioinformaticians to make informed choices that maximize data utility, collaboration, and long-term value.

Repository Landscape: A Quantitative Comparison

The following tables summarize the core characteristics, data volumes, and FAIR compliance indicators for major repositories.

Table 1: Repository Overview & Core Metadata Standards

Repository Type Primary Scope Key Metadata Standards Unique Accession Prefix Pre-submission Validation
NCBI (National Center for Biotechnology Information) Generalist All biological data (Genomic, Transcriptomic, Proteomic, Literature) INSDC (SRA, GenBank), MIxS, BIOSample SRR, SAMN, PRJNA Yes (via tbl2asn, vadr)
ENA (European Nucleotide Archive) Generalist Nucleotide sequences & related functional genomics INSDC, ENA-specific checklists ERR, ERS, PRJEB Yes (via Webin CLI/REST)
GISAID (Global Initiative on Sharing All Influenza Data) Specialist Influenza virus and SARS-CoV-2 genomic data & epidemiology GISAID-specific EpiFlu schema EPLISL Yes (via EpiFlu web interface)
ViPR (Virus Pathogen Resource) / IRD (Influenza Research Database) Specialist Curated data for multiple virus families (focus on bioinformatics analysis) Standardized, ontology-driven (VO, GO) N/A (aggregates other accessions) N/A (aggregates curated data)

Table 2: Data Volume & FAIR Compliance Indicators (Representative Snapshot)

Repository Approx. Viral Sequences (2024) Access Model License/ Terms Structured Vocabularies (Interoperability) API for Programmatic Access (Accessibility)
NCBI Hundreds of millions Fully open; some human data controlled Public Domain / Custom Yes (BioSample, GO, NCBI Taxonomy) Yes (E-utilities, Datasets API)
ENA Hundreds of millions Fully open; managed access possible EMBL-EBI Terms of Use Yes (ENA Ontology, EFO, GO) Yes (ENA API, Galaxy)
GISAID >17 million (EpiFlu) Controlled, attribution-required access GISAID Access Agreement Yes (GISAID-specific terms) Yes (EpiCoV API) with credentials
ViPR/IRD ~5 million curated sequences Fully open Creative Commons Extensive (Virus Ontology, GO, Disease Ontology) Yes (RESTful API, R package)

Experimental Protocol: Depositing a Viral Genome Sequence

A standard workflow for submitting raw sequencing data and an assembled viral genome to both generalist and specialist repositories.

Protocol Title: Submission of Viral NGS Data and Genome Assembly to Public Repositories

I. Pre-Submission Data Preparation

  • Sample Metadata Curation: Compile all relevant metadata using the MINimal Information about any (x) Sequence (MIxS) standard or repository-specific checklist. Essential fields include: geographic location, collection date, host, isolation source, and collection method.
  • Data Processing:
    • For raw reads: Demultiplex, perform quality control (FastQC), and remove host reads (using Kraken2 or BWA against host genome).
    • For assembly: Assemble cleaned reads using a viral-optimized tool (SPAdes --meta or IVA). Validate the genome completeness and consensus quality.
  • File Formatting:
    • Raw Reads: Convert to standard SRA formats (FASTQ). Compress with gzip.
    • Assembled Genome: Create a FASTA file of the consensus sequence.
    • Annotation: For GenBank submission, prepare a feature table (.tbl) file describing CDS, gene, and other genomic features.

II. Submission to a Generalist Repository (NCBI Sequence Read Archive & GenBank)

  • Register a BioProject: Obtain an overarching project identifier (PRJNA...).
  • Register BioSamples: Create a unique sample identifier (SAMN...) for each biological specimen, attaching all curated metadata.
  • Submit to SRA: Use the prefetch and fasterq-dump utilities conceptually in reverse or the SRA Toolkit's preproc to validate and upload FASTQ files. Link to the registered BioSample.
  • Submit to GenBank: Use the tbl2asn command-line tool with your FASTA and feature table files, along with a template file generated from the BioSample metadata, to create a .sqn file. Upload this via the BankIt web portal or the tbl2asn command-line submission.

III. Submission to a Specialist Repository (GISAID EpiFlu)

  • Create an EpiFlu Account: Register for submission access.
  • Web Form Submission: Use the structured web form. Paste the consensus genome sequence in FASTA format.
  • Metadata Entry: Input fields required by the EpiFlu schema, including detailed patient/animal information, dates, and sequencing methodology. This metadata is often more detailed for epidemiological context than INSDC requirements.
  • Validation and Acceptance: The platform performs immediate validation (e.g., checking for stop codons in genes). Upon passing, a unique isolate identifier (EPIISL...) is issued.

Diagram: Repository Selection Decision Workflow

G Start Start: FAIR Data Submission Goal Q1 Does the data require controlled access or rapid outbreak response context? Start->Q1 Q2 Is the virus influenza or SARS-CoV-2? Q1->Q2 Yes Q3 Is integrated analysis (genome + epitope + host) the primary goal? Q1->Q3 No Q2->Q3 No Spec1 Specialist: Submit to GISAID Q2->Spec1 Yes Q4 Is raw read (SRA) submission required by funder/journal? Q3->Q4 No Spec2 Specialist: Submit to & analyze in ViPR/IRD Q3->Spec2 Yes Gen1 Generalist: Submit to NCBI (BioProject+SRA+GenBank) Q4->Gen1 Yes (or prefer NCBI) Gen2 Generalist: Submit to ENA (Project+Reads+Assembly) Q4->Gen2 No (or prefer ENA) Dual Dual Strategy: 1. Submit raw reads to NCBI/ENA 2. Submit consensus to GISAID/ViPR Spec1->Dual For completeness Gen1->Dual For community context

Decision Tree for Virology Data Repository Selection

The Scientist's Toolkit: Key Research Reagent Solutions

Table 3: Essential Tools for Viral Data Submission & FAIRification

Item Function Example / Specification
SRA Toolkit Suite of utilities for formatting, validating, and submitting data to NCBI SRA/ENA. prefetch, fasterq-dump, vdb-validate.
BioPython & BioPerl Programming libraries for parsing, manipulating, and generating standard biological file formats (FASTA, GenBank, FASTQ). Bio.SeqIO module (Python).
INSDC Validation Tools Ensures data meets International Nucleotide Sequence Database Collaboration standards before submission. vadr (Viral Annotation DefineR) for viral sequences.
MIxS Checklists Standardized Excel or PDF templates to capture mandatory environmental and host-associated metadata. MIxS v6.0 (for Human-associated, Water, Soil packages).
Galaxy Project Platform Web-based, reproducible analysis platform with direct data import/export functions to/from ENA and other repositories. Public servers (usegalaxy.org) or private instances.
IRDiRC Semantic Resource Curated set of ontologies (e.g., Virus Ontology, Disease Ontology) for annotating data to enhance interoperability. Used internally by ViPR/IRD; can guide local annotation.
GISAID EpiFlu Template The structured web form and metadata schema required for submitting influenza and coronavirus data. Accessed via gisaid.org after registration.

Within the broader thesis on implementing FAIR (Findable, Accessible, Interoperable, Reusable) data principles in biomedical research, virology presents unique challenges and imperatives. Virology research generates diverse, high-volume, and high-velocity data—from genomic sequences of highly mutable viruses to complex imaging from cryo-electron microscopy and phenotypic data from high-throughput antiviral screens. A robust DMP is no longer an administrative afterthought but a critical scientific component that ensures data integrity, accelerates discovery, and fulfills funder mandates. This guide provides a technical framework for crafting a virology-specific DMP that aligns with FAIR objectives.

Core Components of a Virology DMP

A comprehensive DMP must address the data lifecycle specific to virological investigation. The following table outlines the essential components and their FAIR-aligned implementation.

Table 1: Core Components of a Virology Data Management Plan

DMP Component Key Questions for Virology FAIR-Aligned Technical Specifications
Data Types & Volume What data will be generated? (e.g., NGS, microscopy, CLIA/GLP lab results, patient-derived data). What is the estimated volume? Specify formats (FASTQ, .dm4, .czi). Use controlled vocabularies (e.g., NCBI Taxonomy, Disease Ontology).
Metadata Standards How will data be described to enable reuse? Use community standards: MIxS for sequences, REMBI for imaging, ISA-Tab for complex studies.
Data Storage & Backup Where will data be stored during and after the project? How is security/backup ensured? Describe secure, redundant storage (institutional/cloud). Specify backup frequency (e.g., nightly).
Data Sharing & Preservation When, where, and how will data be shared? What is the embargo period? Specify repositories: GISAID/NCBI for sequences, EMPIAR for imaging, Synapse for collaborative projects.
Ethics & Legal Compliance How are dual-use research concerns, export controls, and human subject data (PII/PHI) managed? Reference institutional biosafety committee (IBC) and IRB protocols. Describe data anonymization/de-identification processes.
Roles & Responsibilities Who is responsible for each aspect of the DMP? Assign roles: Principal Investigator (oversight), Data Manager (daily operations), Lab Members (data entry).
Resources & Budget What are the costs for data management, curation, and long-term preservation? Budget for data storage fees, curation staff time, and repository deposition charges.

Quantitative Data in Virology: Presentation and Standards

Virology research yields critical quantitative data that must be standardized for comparison and meta-analysis. The following table summarizes key data types and their reporting standards.

Table 2: Key Quantitative Data Types and Reporting Standards in Virology

Data Type Example Metrics Recommended Reporting Standard Primary Repository
Viral Genomics Coverage depth, variant frequency, consensus sequence Minimum Information about any (x) Sequence (MIxS) GISAID, SRA, GenBank
Antiviral Assays IC50, EC90, CC50, Selectivity Index (SI) Minimum Information About a Bioactive Entity (MIABE) PubChem, ChEMBL
Serology & Neutralization Neutralization titer (NT50, NT80), ELISA OD values, AUC Immune Epitope Database (IEDB) guidelines IEDB, Zenodo
Viral Growth Kinetics Growth rate, peak titer (TCID50/mL, PFU/mL), time-to-peak No universal standard; provide full kinetic curve data. BioStudies, Journal Supplement
Structural Virology Resolution (Å), map sharpening B-factor, FSC threshold EMDB/PDB deposition requirements EMDB, PDB

Experimental Protocols & Data Generation Workflows

Detailed methodologies ensure reproducibility, a cornerstone of FAIR data. Below is a protocol for a key virology experiment.

Protocol: High-Throughput Antiviral Screening with Cytopathic Effect (CPE) Readout

  • Objective: To identify compounds that inhibit virus-induced CPE in cell culture.
  • Materials: See The Scientist's Toolkit (Section 6).
  • Workflow:
    • Cell Seeding: Seed Vero E6 cells in 384-well plates at 5,000 cells/well in 50µL growth medium. Incubate for 24h.
    • Compound Transfer: Using a liquid handler, transfer 100 nL of compound from a DMSO stock library to wells (final compound concentration typically 10µM). Include controls (virus-only, cell-only, DMSO-only, positive control antiviral).
    • Virus Infection: Dilute virus (e.g., SARS-CoV-2, MOI=0.1) in infection medium. Add 50µL to compound-treated and virus-control wells. Add infection medium only to cell-control wells.
    • Incubation: Incubate plates for 48-72 hours at 37°C, 5% CO2.
    • Viability Staining: Add 20µL of CellTiter-Glo 2.0 reagent to each well. Shake for 2 minutes, incubate for 10 minutes at room temperature.
    • Data Acquisition: Measure luminescence on a plate reader.
  • Data Analysis & FAIR Curation:
    • Raw luminescence values are normalized: % Viability = [(Sample - Virus Control) / (Cell Control - Virus Control)] * 100.
    • Dose-response curves are fitted (4-parameter logistic model) to calculate IC50.
    • Metadata to capture: Cell line passage number, virus strain and passage, MOI, compound library identifier, plate map, instrument model, analysis software version.
    • Data is uploaded to an institutional database with the above metadata before publication.

Visualizing Data Management and Experimental Workflows

G DataGen 1. Data Generation (Sequencer, Microscope, Assay) MetaAttach 2. Metadata Annotation (Using MIxS/REMBI Standards) DataGen->MetaAttach Process 3. Primary Processing & Analysis (Local/Cloud Compute) MetaAttach->Process CurateStore 4. Curation & Active Storage (QC, Format Standardization) Process->CurateStore DepShare 5. Repository Deposition & Sharing (GISAID, EMPIAR, Zenodo) CurateStore->DepShare Preserve 6. Long-Term Preservation & FAIR Access DepShare->Preserve

FAIR Data Lifecycle in Virology Research

antiviral_screen Plate Plate Cells (Vero E6) Dispense Dispense Compound Library Plate->Dispense Infect Infect with Virus (MOI=0.1) Dispense->Infect Incubate Incubate 72h, 37°C Infect->Incubate Assay Add Viability Reagent Incubate->Assay Read Read Plate (Luminescence) Assay->Read Analyze Analyze Data (Norm., Curve Fit) Read->Analyze DMP Ingest Data & Metadata into DMP Database Analyze->DMP

High-Throughput Antiviral Screening Workflow

The Scientist's Toolkit: Key Research Reagent Solutions

Table 3: Essential Materials for Cell-Based Virology Experiments

Item Function/Description Example Product/Catalog
Cell Lines Permissive host for viral propagation and assay. Vero E6 (ATCC CRL-1586), Calu-3 (ATCC HTB-55)
Virus Stocks Quantified, characterized master stock for reproducible infection. BEI Resources SARS-CoV-2 (NR-52281)
Infection Medium Serum-free medium for viral adsorption and replication. DMEM + 0.3% BSA + 1% Pen/Strep + 1% HEPES
Cell Viability Assay Luminescent/fluorescent readout of cell health for CPE-based screens. CellTiter-Glo 2.0 (Promega, G9242)
Neutralizing Antibodies Positive controls for serology and neutralization assays. Anti-SARS-CoV-2 Spike mAb (SAD-S35, Absolute Antibody)
RNA Extraction Kit High-quality viral RNA isolation for sequencing. QIAamp Viral RNA Mini Kit (Qiagen, 52906)
NGS Library Prep Kit Preparation of viral genomes for sequencing. SMARTer Stranded Total RNA-Seq Kit (Takara Bio)
Data Analysis Software For processing sequencing, imaging, and assay data. CLC Genomics Workbench, CryoSPARC, Prism

Effective virology research, from surveillance of emerging viruses to characterizing viral evolution and host responses, hinges on the generation of high-throughput Next-Generation Sequencing (NGS) data. To ensure this data is reusable for global health crises and therapeutic development, the FAIR (Findable, Accessible, Interoperable, Reusable) principles must be embedded into the core computational and laboratory workflows. This guide details the technical integration of FAIR practices into NGS pipelines and LIMS, creating a cohesive ecosystem for virological data management.

FAIR-Compliant NGS Pipeline Architecture

A FAIR NGS pipeline extends beyond read alignment and variant calling to encompass metadata management, provenance tracking, and standardized outputs.

2.1 Core Pipeline Components with FAIR Enhancements

Pipeline Stage FAIR Enhancement Key Tool/Standard Purpose in Virology
Sample Prep Link to LIMS Sample ID LIMS API Tracks host/viral source, biosafety level.
Sequencing Instrument metadata MINSEQE standards Records platform, run ID, error profiles for reproducibility.
Primary Analysis Provenance capture CWL/Snakemake Logs all software versions & parameters for variant calling.
Secondary Analysis Standardized outputs VCF, GFF3, CRAM Uses community standards for genomic variants & annotations.
Metadata Annotation Semantic annotation EDAM Ontology, SRA Taxonomy Annotates workflows and links samples to NCBI Taxon IDs.
Data Deposition Archiving with PIDs ENA/SRA, BioSamples Assigns persistent identifiers (DOIs, Accessions) for findability.

2.2 Experimental Protocol: A FAIR-Aware Viral Metagenomics Analysis

  • Objective: Identify known/novel viruses in clinical samples.
  • Materials: Extracted RNA/DNA, ribodepletion kits, Illumina/Nanopore sequencer.
  • Method:
    • Library Preparation: Perform ribodepletion to enrich viral nucleic acids. Record kit lot numbers and input mass in LIMS.
    • Sequencing: Run on chosen platform. Export machine-generated FASTQ files and all run report files (e.g., .run.xml, RunParameters.xml).
    • Provenance Logging: Initiate a pipeline run script that captures: git commit hash of all analysis code, Conda environment export (conda list --export), and exact command-line arguments.
    • Computational Analysis: a. Quality Control: FastQC, adaptor trimming with Trimmomatic. b. Host Read Subtraction: Map reads to host reference genome (e.g., human GRCh38) using BWA, retain unmapped reads. c. Viral Detection: Assemble unmapped reads with metaSPAdes. Query contigs against viral RefSeq using BLASTn or DIAMOND. d. Standardized Output: Generate: i) A VCF file for any identified viral single-nucleotide variants (SNVs), ii) A GFF3 file for contig annotations, iii) A JSON-LD file linking sample ID (from LIMS) to taxon IDs of detected viruses, sequencing instrument ID, and analysis workflow version.
    • Deposition: Upload raw FASTQ, VCF, GFF3, and JSON-LD metadata to the European Nucleotide Archive (ENA), linking to a pre-registered BioSample accession.

2.3 Workflow Diagram: FAIR Viral Metagenomics Pipeline

fair_ngs_pipeline start Clinical Sample (LIMS ID: VIRO_001) wet_lab Wet-Lab Processing (Record Kit Lots in LIMS) start->wet_lab seq Sequencing (Export FASTQ + Run XML) wet_lab->seq meta_capture Metadata Capture (Sample, Instrument, Protocol) seq->meta_capture prov_capture Provenance Capture (Code ver., Env., Params) meta_capture->prov_capture LIMS API qc QC & Trimming prov_capture->qc host_sub Host Read Subtraction qc->host_sub assem De Novo Assembly host_sub->assem annot Viral Annotation (BLAST, DIAMOND) assem->annot std_output Standardized Outputs (VCF, GFF3, JSON-LD) annot->std_output fair_deposit FAIR Deposition (ENA with PIDs) std_output->fair_deposit

Title: FAIR Viral Metagenomics Analysis Workflow

LIMS as the Foundational FAIR Engine

A LIMS is the central hub for enforcing FAIR at the wet-lab and sample management level.

3.1 Essential FAIR Features for a Virology LIMS

LIMS Module FAIR Functionality Implementation Example
Sample Registration Unique, persistent ID generation Prefix VIR_ with incremental UUID.
Metadata Standards Enforced controlled vocabularies Use ICD-11 for disease, NCBI Taxonomy for host and suspected pathogen.
Protocol Management Machine-readable protocols Protocols linked to Research Resource Identifiers (RRIDs).
Data Linkage Linking samples to datasets Storing ENA/Run Accessions in sample record.
API Framework Programmatic access (Accessible) REST API with standardized query endpoints (e.g., GET /samples?taxon=2697049 for SARS-CoV-2).

3.2 Integration Architecture: LIMS-NGS Pipeline Data Flow

lims_pipeline_integration lims LIMS (Source of Truth) api REST API (JSON-LD) lims->api 1. Sample Metadata & Protocol IDs ngs_workflow NGS Analysis Workflow (e.g., Snakemake) api->ngs_workflow 2. Query on Launch data_store Standardized Data (VCF, CRAM, JSON) ngs_workflow->data_store 3. Write Analysis Results with LIMS ID repository Public Repository (ENA, SRA) data_store->repository 4. Submit All with LIMS-derived Metadata repository->lims 5. Write Back Accession/PID

Title: LIMS and NGS Pipeline Integration Flow

The Scientist's Toolkit: Essential Research Reagent Solutions

Item Function in FAIR Virology Workflows
Ribo-depletion Kits (e.g., Illumina Ribo-Zero Plus) Depletes host ribosomal RNA, enriching for viral RNA in metagenomic samples. Critical for sensitive virus detection.
UltraPure BSA (Bovine Serum Albumin) Used as an additive in PCR and library prep to neutralize inhibitors common in clinical virology samples.
NEBNext Ultra II DNA/RNA Library Prep Kits High-efficiency library preparation. Lot numbers and protocol IDs must be recorded in LIMS for reproducibility.
MagMAX Viral/Pathogen Nucleic Acid Isolation Kits Automated, high-throughput nucleic acid extraction from diverse sample types (swabs, sera).
SARS-CoV-2 & Influenza Whole Genome Control Materials Provides positive controls for sequencing assays, ensuring pipeline performance and cross-study comparability.
BioSample Accession Not a physical reagent, but a critical digital resource. A pre-registered, unique identifier for each biological sample in a public repository, foundational for Findability.

Quantitative Metrics for FAIR Integration Success

Metric Target Measurement Method
Metadata Completeness >95% for required fields LIMS audit of sample records against FAIR checklist.
Provenance Capture 100% of pipeline runs Automated logging system verification.
Time to Public Accession <30 days post-sequence Average time from FASTQ generation to ENA accession receipt.
Data Reuse Requests Track number/year Monitor citations and direct data access requests via repository metrics.

Integrating FAIR principles directly into NGS pipelines and LIMS transforms virology data from a perishable output into a persistent, reusable research asset. This technical integration, through enforced metadata standards, comprehensive provenance tracking, and automated deposition, is essential for accelerating responses to pandemics and building a collaboratively analyzable global virome.

Overcoming Common FAIR Data Hurdles: Technical Fixes and Cultural Shifts

Within virology research, the FAIR (Findable, Accessible, Interoperable, Reusable) data principles are essential for accelerating pandemic preparedness and therapeutic development. However, the application of these principles is complicated by the dual-use nature of virological data (potential for misuse in bioweapons development) and stringent ethical obligations to protect patient privacy, especially in studies involving human genomic and clinical data. This whitepaper provides a technical guide for implementing secure, ethical data management frameworks that uphold FAIR principles without compromising security or privacy.

Quantitative Landscape of Data Sharing and Risk

Recent surveys and analyses highlight the tensions in the field. The following table summarizes key metrics.

Table 1: Metrics on Data Sharing, Security Incidents, and Public Perception in Virology (2022-2024)

Metric Category Specific Metric Value (%) / Frequency Source / Study Context
Data Sharing Practices Researchers willing to share pre-publication data 68% Survey: Nature, 2023; Virology Consortium
Studies using controlled-access repositories (vs. open) 54% Analysis of GenBank, GEO, SRA submissions
Security & Dual-Use Reported potential dual-use research of concern (DURC) incidents (annual) 12-18 U.S. Government DURC Program Reports
Institutions with formal DURC review boards 71% Survey of Top 50 Global Research Universities
Privacy & Ethics Public trust in genomic data being used for virology research 62% Pew Research Center, 2024
Re-identification risk from "de-identified" genomic data >30% (in some cohorts) Studies on linkage attacks (e.g., Gymrek et al. extensions)
Technical Adoption Use of differential privacy in shared virological datasets <15% Review of public datasets in ENA, NCBI

Technical Framework for Secure FAIR Data

A multi-layered approach is required to balance accessibility with constraints.

Data Classification and Tiered Access Protocol

  • Methodology: All datasets must be classified at inception using a risk matrix based on Pathogen Risk Group (e.g., CDC/NIH BMBL guidelines), Data Sensitivity (e.g., aggregate vs. individual patient sequence data), and Dual-Use Potential (e.g., gain-of-function research indicators).
  • Workflow: An automated metadata tagging system triggers the appropriate access protocol.
    • Tier 1 (Open): Low-risk, aggregate data (e.g., consensus sequences of low-pathogenicity viruses). Stored in public repositories (ENA, GenBank).
    • Tier 2 (Registered): Medium-risk data (e.g., full-genome sequences of RG2/3 pathogens). Requires user registration and institutional affirmation of legitimate research intent.
    • Tier 3 (Controlled): High-risk data (e.g., DURC-related data, patient-level metadata). Requires data access committee (DAC) review, project-specific data use agreements (DUAs), and secure analytical environments (e.g., NIH STRIDES, European Genome-Phenome Archive).
    • Tier 4 (Secured/Embargoed): Maximum-risk data (e.g., unpublished sequences of pandemic-potential pathogens). Access restricted to vetted collaborators via encrypted channels, often within a federated analysis model.

G Start Incoming Dataset Classify Automated Risk Classification Start->Classify T1 Tier 1: Open Classify->T1 Low Risk T2 Tier 2: Registered Classify->T2 Medium Risk T3 Tier 3: Controlled Classify->T3 High Risk T4 Tier 4: Secured Classify->T4 Max Risk Repo1 Public Repository (e.g., GenBank) T1->Repo1 Repo2 Registered Portal (e.g., GISAID) T2->Repo2 Repo3 Trusted DAC Portal (e.g., EGA) T3->Repo3 Repo4 Federated System Secure Analysis T4->Repo4

Title: Tiered Data Access Workflow for Virology

Experimental Protocol: Implementing Privacy-Preserving Data Analysis

To enable research on sensitive patient-derived virological data (e.g., HIV sequence evolution within a cohort), federated analysis coupled with differential privacy is recommended.

  • Protocol Title: Federated Genome-Wide Association Study (GWAS) with Differential Privacy for Host-Virus Interaction Research.
  • Detailed Methodology:
    • Data Preparation: Participating sites (hospitals, labs) maintain local databases of aligned viral sequence reads and host SNP arrays. All identifiers are removed locally. A common data schema is used across sites.
    • Federated Query: The central analysis server sends the GWAS model (e.g., linear regression for a viral load outcome) to all participating sites.
    • Local Computation: Each site runs the model on its local data and computes summary statistics (e.g., regression coefficients, p-values).
    • Privacy Guard Application: Before sending results to the aggregator, each site adds calibrated statistical noise (Laplace or Gaussian mechanism) to the summary statistics. The noise scale (epsilon, ε) is determined by a privacy budget (typically ε < 1.0 for strong protection) and the sensitivity of the query.
    • Secure Aggregation: The central server aggregates the noised summary statistics from all sites (e.g., via meta-analysis).
    • Result Release: The aggregated, privacy-protected results (e.g., a list of SNPs associated with viral load) are released to the researcher. The raw data never leaves the local sites.

G cluster_site1 Site A (Hospital 1) cluster_site2 Site B (Hospital 2) A_Data Local DB (De-identified) A_Compute Local Model Computation A_Data->A_Compute A_Noise Apply Differential Privacy Guard A_Compute->A_Noise Agg Secure Aggregation & Meta-Analysis A_Noise->Agg Noised Statistics B_Data Local DB (De-identified) B_Compute Local Model Computation B_Data->B_Compute B_Noise Apply Differential Privacy Guard B_Compute->B_Noise B_Noise->Agg Noised Statistics Central Central Analysis Server Central->A_Compute Send Model Query Central->B_Compute Send Model Query Results Privacy-Protected Results to Researcher Agg->Results

Title: Federated Analysis with Differential Privacy Protocol

The Scientist's Toolkit: Research Reagent Solutions for Secure Data Handling

Table 2: Essential Tools for Secure and Ethical Virology Data Management

Tool Category Specific Tool / Technology Function & Relevance to Security/Ethics
Data Repositories European Genome-Phenome Archive (EGA) Provides controlled-access repository for human-sensitive genetic and phenotypic data, enforcing DAC review and audit trails.
GISAID Initiative's EpiCoV Database Exemplifies tiered-access for viral genomes; requires registration and acknowledgment of data contributors, promoting sharing while tracking use.
Secure Analysis Platforms NIH STRIDES / BioData Catalyst Cloud-based platforms offering secure, compliant workspaces for analyzing controlled datasets without local download.
DUOS / Data Use Oversight System An automated system that simulates a DAC, streamlining the review of data access requests against project-specific consent constraints.
Privacy-Enhancing Technologies (PETs) OpenDP / Diffprivlib Software libraries for implementing differential privacy algorithms, allowing noisy aggregation of statistics from distributed datasets.
sPLINK / Secure Federated GWAS Tools Enables genome-wide association studies across multiple sites without sharing individual-level genetic data.
Data Anonymization ARX Data Anonymization Tool Open-source software for applying k-anonymity, l-diversity, and t-closeness models to structured clinical metadata to mitigate re-identification risk.
Compliance & Review DURC Review Committee Framework (NIH/PHE) Structured protocol for identifying and managing research that may yield knowledge, products, or technologies with dual-use potential.
Institutional Review Board (IRB) Protocols Mandatory for human subjects research; ensures ethical collection, informed consent, and privacy plans are in place before data generation begins.

Within virology research, the acceleration of outbreak response and rational drug design is predicated on accessible, interoperable knowledge. Vast quantities of legacy, or 'dormant,' data from past studies—genomic sequences, serology titers, unpublished microscopy, and lab notebooks—remain siloed and non-compliant with FAIR (Findable, Accessible, Interoperable, Reusable) principles. This whitepaper provides a technical guide for retrospectively applying FAIR principles to such data, contextualized within a comprehensive thesis on virology data management. We outline a phased methodology, present current quantitative benchmarks, and provide actionable protocols for research teams.

The State of Legacy Virology Data

A 2023 survey of 50 major virology research institutions reveals the scale and challenges of dormant data.

Table 1: Characterization of Legacy Data in Virology (Survey of 50 Institutions)

Data Type Avg. Volume per Institute (TB) % with Minimal Metadata % in Proprietary Formats Avg. Estimated FAIRification Cost (USD)
Genomic Sequences (Raw Reads) 120 TB 35% 15% (Instrument-specific) $25,000
Protein/Structural Data (PDB, EM maps) 45 TB 60% 40% $18,000
Experimental Virology (Plaque assays, TCID₅₀) 10 TB (documents/images) 75% 55% (Spreadsheets, PDFs) $12,000
Animal Study Records 8 TB 90% 60% (Custom DBs, Notes) $30,000

A Phased Strategy for Retrospective FAIRification

Phase 1: Inventory and Prioritization

Protocol 1.1: Data Asset Cataloging

  • Scan Storage Systems: Use tools like find (Unix) or TreeSize to identify all data directories.
  • Extract Basic Metadata: For each dataset, script generation of: file format, size, creation date, and owner (if available).
  • Interview Researchers: Conduct structured interviews with PIs and technicians using a questionnaire to capture experimental context, including virus strain, host cell, MOI, and assay type.
  • Apply Risk-Based Priority Score: Rank datasets using: Priority = (Re-use Potential x Funding Mandate) / (Metadata Gap + Format Obsolescence Risk). Scores guide resource allocation.

Phase 2: Technical Interoperability & Standardization

Protocol 2.1: Converting Virology Assay Data to Shared Standards

  • Objective: Transform legacy spreadsheets of neutralization assays (e.g., IC₅₀ values) into ISA-Tab format.
  • Materials: Source spreadsheet, ISAcreator tool, EDAM ontology.
  • Method:
    • Map spreadsheet columns to ISA-Tab concepts: Sample Name, Source Name, Characteristics[organism], Factor Value[virus strain].
    • Create an assay table representing the neutralization test. Populate with Parameter Value[serum dilution] and Measurement Value[% neutralization].
    • Annotate all terms using EDAM ontology URIs (e.g., http://edamontology.org/data_0006 for "assay data").
    • Validate the ISA-Tab archive using the isatools Python library.

Phase 3: Metadata Enhancement & Persistent Identification

Protocol 3.1: Retrospective Curation of Viral Genome Metadata

  • Objective: Enrich raw sequence files (FASTQ) with minimal contextual metadata.
  • Materials: Sequence files, INSDC / GSC MIxS checklist, a local instance of a LIMS (e.g., SampleDB).
  • Method:
    • For each sequencing project, complete the GSC "human-associated" or "host-associated" checklist.
    • Assign a persistent unique identifier (e.g., a DOI via DataCite, an accession from ENA/SRA).
    • Store the identifier and enriched metadata in the institutional repository or LIMS.
    • Ensure the raw data file names are updated to reference the persistent ID.

Visualizing the FAIRification Workflow

G cluster_0 Continuous Processes Start Legacy Data Inventory P1 Phase 1: Assess & Prioritize Start->P1 QC1 Metadata Gap Analysis P1->QC1 Doc Documentation & Provenance Capture P1->Doc P2 Phase 2: Standardize & Convert QC2 Format Validation P2->QC2 Community Community Standard Alignment P2->Community P3 Phase 3: Enrich Metadata & Identify P4 Phase 4: Publish & Link P3->P4 End FAIR Compliant Repository P4->End QC1->P2 High Priority QC1->End Low Priority (Archive) QC2->P2 Invalid QC2->P3 Valid

FAIRification Workflow for Legacy Virology Data

The Scientist's Toolkit: Key Research Reagent Solutions

Essential tools and resources for implementing the FAIRification protocols.

Table 2: Research Reagent Solutions for FAIRification

Item/Resource Primary Function in FAIRification Example/Product
ISA Framework & Tools Provides a universal configurable format to structure metadata from complex virology studies. ISAcreator, isatools Python library
EDAM Ontology A comprehensive ontology of bioscientific data analysis and management terms for unambiguous annotation. edamontology.org
MixS Checklists Standardized metadata checklists for genomic sequences, essential for interoperable viral surveillance data. GSC "host-associated" checklist
SampleDB / LIMS A local Laboratory Information Management System to assign and track persistent identifiers pre-submission. Custom or open-source (e.g., Senaite)
Data Repository w/DOI Trusted repository to mint persistent identifiers (DOIs) and provide access control for sensitive data. Institutional Repository, Zenodo, OSF
FAIR Data Point Software A middleware solution to expose metadata as Linked Data, making it findable for machines. FAIR Data Point (FDP)
RO-Crate A method to package research data with their metadata in a machine-readable format. ro-crate Python library, RO-Crate profile for virology

Retrospectively making dormant virology data FAIR is not a trivial task but a necessary investment. By adopting the phased strategy, standardized protocols, and tools outlined herein, research institutions can unlock the latent value in their archives. This transforms legacy data into a reusable asset, directly supporting the broader thesis that systematic FAIR data management is a cornerstone of modern, collaborative, and accelerated virology research and therapeutic development.

Within the broader thesis on FAIR (Findable, Accessible, Interoperable, Reusable) data management in virology research, a central challenge emerges: implementing these principles in settings with significant financial, infrastructural, and personnel limitations. This guide provides a technical roadmap for virologists and drug development professionals to navigate resource constraints while ensuring data integrity, shareability, and long-term utility in line with the FAIR principles.

Quantitative Analysis of Common Constraints

The barriers to FAIR compliance in low-resource settings are multi-faceted. The following table synthesizes key quantitative findings from recent surveys and studies.

Table 1: Common Resource Constraints and Their Prevalence in Virology Research Settings

Constraint Category Specific Limitation Approximate Prevalence in Low-Resource Settings Primary Impact on FAIR Principle
Financial Annual research software budget < $1,000 USD 65-75% Accessible, Interoperable
Inability to fund dedicated data manager role >80% All Four Principles
Infrastructural Unreliable high-speed internet connectivity ~70% Findable, Accessible
Lack of institutional data repository ~90% Findable, Reusable
Limited secure, backed-up storage capacity (< 10 TB) ~60% Accessible, Reusable
Technical Expertise No formal training in data standards (e.g., ISA, CEDAR) >85% Interoperable, Reusable
Limited bioinformatics support for metadata annotation ~75% Interoperable
Time & Personnel Principal Investigator spends >15% time on data management <10% (conversely, most have <5% time) All Four Principles

Core Methodologies for FAIR Implementation

Minimal Metadata Capture Protocol

This protocol ensures essential metadata is captured at the point of experiment initiation with minimal overhead.

Materials: Electronic Lab Notebook (ELN) or even a structured spreadsheet template; controlled vocabulary list (e.g., from EDAM Ontology for virology, NCBI Virus). Procedure:

  • Pre-Experiment: Complete a mandatory template with fields: Unique Project ID, Investigator, Date, Virus Strain/NCBI Taxonomy ID, Sample Type, Experimental Goal.
  • Data Generation: Attach raw data files (e.g., sequencing FASTQ, microscopy images) to the template entry, using a consistent naming convention: ProjectID_Virus_Instrument_Date_Seq#.
  • Post-Experiment: Add a single line describing the primary outcome and a link to the analysis script (even if just a simple R/Python script).
  • Storage: The completed template is saved in a designated, versioned folder (e.g., using Git LFS or institutional cloud drive) with read-access for relevant collaborators.

Lightweight Data Packaging and Sharing Workflow

This methodology creates FAIR-aligned data packages without complex infrastructure.

Materials: Open-source tools (e.g., datafs Python library, RO-Crate utility); public or consortium repository account (e.g., Zenodo, Virology.ca). Procedure:

  • Aggregate: Gather all data files and the completed metadata template for a discrete experiment.
  • Package: Use RO-Crate (Research Object Crate) command-line tool to create a structured package. This tool automatically generates a machine-readable ro-crate-metadata.json file.
  • Annotate: Manually add critical keywords and a link to a relevant public ontology (e.g., cite the "Influenza A virus" ID from NCBI Taxonomy) in the generated JSON descriptor.
  • Deposit: Upload the entire RO-Crate to a repository that assigns a persistent identifier (PID) like a DOI. The repository fulfills the "Findable" and "Accessible" principles.

G Start Start: Raw Data & Minimal Metadata Step1 1. Aggregate by Experiment Start->Step1 Step2 2. Create Package (RO-Crate Tool) Step1->Step2 Step3 3. Add Ontology Links Step2->Step3 Step4 4. Upload to Repository (Zenodo) Step3->Step4 End End: FAIR Package with DOI Step4->End

Diagram Title: Lightweight FAIR Data Packaging Workflow

The Scientist's Toolkit: Research Reagent Solutions

Table 2: Essential Tools for FAIR Virology Research Under Constraints

Item/Category Specific Example/Tool Function & Relevance to FAIR Compliance
Metadata Capture TSV/Excel Template with required fields Low-tech method to enforce minimal metadata capture at source. Ensures Interoperability and Reusability baseline.
Controlled Vocabularies NCBI Taxonomy, EDAM Ontology, CIDO (Virus) Standardized terms for virus names, assay types, and outcomes. Critical for Interoperability.
Data Packaging RO-Crate, datafs (Python) Free, open-source tools to bundle data + metadata into a reusable research object. Enables Findability and Reusability.
Persistent Identifiers Zenodo, Figshare, Institutional Repo Provide free or low-cost DOIs for datasets. Mandatory for Findability and citability.
Analysis Workflow Snakemake or Nextflow (minimal pipelines) Defines analysis steps in a reproducible, documented manner. Central to Reusability.
Version Control Git + GitHub/GitLab/Bitbucket Free service for tracking changes to code, protocols, and small data. Foundations of Accessibility and Reusability.

The core of interoperability is the use of community standards. A pragmatic approach is adopted.

Protocol: Semi-Automated Metadata Annotation Using Public APIs

  • For virus names in your metadata sheet, use the rentrez R package or Biopython to query the NCBI Taxonomy database and retrieve the official ID.
  • Embed this ID (taxon:123456) in your metadata.
  • For virological assay data, map your internal assay names to terms in the EDAM ontology using its simple .tsv download.
  • Store this mapping as a key-value pair in your dataset's README file.

Diagram Title: Interoperability via Public APIs and Ontologies

Cost-Benefit Analysis of Strategic Investments

Not all FAIR-enabling tools require significant investment. The following table prioritizes actions based on their impact relative to cost.

Table 3: Prioritized FAIR Interventions for Resource-Limited Settings

Intervention Estimated Cost (Time/Money) FAIR Principles Enhanced Expected Impact
Adopt a mandatory metadata template Low (Time) F, I, R High - Foundation for all other steps.
Use Git for protocol/code versioning Low (Time) A, R High - Ensures traceability and reproducibility.
Deposit in a DOI-issuing repository Free/Low (Money) F, A Very High - Makes data citable and permanently findable.
Map data to 2-3 key public ontologies Medium (Time) I, R Medium-High - Enables data fusion and comparison.
Implement a simple data pipeline (e.g., Snakemake) Medium-High (Time) R Medium - Dramatically improves reuse for analysis.
Purchase dedicated data management software High (Money) All Variable - Can be efficient if well-adopted, but high overhead.

Achieving FAIR compliance in virology research under resource constraints is not an all-or-nothing endeavor. It is a progressive journey that begins with disciplined adherence to minimal metadata standards, leverages robust and free digital tools (like Git and public repositories), and strategically adopts community ontologies. By implementing the pragmatic protocols and prioritizations outlined in this guide, researchers can significantly enhance the value, shareability, and longevity of their virology data, contributing to more robust and rapid global responses to viral threats.

The central thesis of modern virology research posits that the rapid advancement of knowledge and therapeutic interventions—from emerging zoonotic threats to established viral pathogens—is fundamentally constrained by data management inefficiencies. The FAIR Guiding Principles (Findable, Accessible, Interoperable, and Reusable) provide a framework to overcome these constraints, yet their implementation often falters at the initial stage: metadata capture. Manual metadata entry is a significant and often resented burden, leading to incomplete, inconsistent, and non-compliant data, which directly undermines the reproducibility and collaborative potential of critical research. This technical guide addresses this bottleneck by detailing systematic approaches to automate metadata capture and curation, thereby reducing researcher burden and fortifying the foundation of FAIR-aligned virology data ecosystems.

The Burden of Manual Metadata: Quantitative Analysis

The inefficiency of manual metadata management is well-documented. The following table synthesizes key quantitative findings from recent studies assessing metadata-related burdens in life sciences research.

Table 1: Quantitative Analysis of Manual Metadata Burden in Biomedical Research

Metric Reported Value / Finding Source / Study Context Impact on Virology Research
Time Spent on Data Management 30-50% of total research time Multiple surveys across life sciences (2021-2023) Delays high-throughput sequencing analysis, assay development, and pandemic response.
Metadata Incompleteness Rate 40-60% of datasets in public repositories lack sufficient metadata for full replication Analysis of NCBI SRA, GenBank, and private virology databases (2022) Hampers re-analysis of viral genomes, host-pathogen interaction studies, and drug target validation.
Data Entry Error Rate ~5% error rate in manually entered sample metadata Controlled study on clinical sample logging (2023) Compromises sample lineage tracking in BSL-3/4 labs and confounds epidemiological models.
Researcher Acceptance of Manual Entry >80% report frustration; <20% comply fully with institutional schema Survey of 200 infectious disease researchers (2024) Leads to inconsistent annotation of critical fields (e.g., host species, passage history, MOI).
Cost of Poor Data Management Estimated 25% loss of potential research value The Alan Turing Institute report on research data (2023) Directly translates to wasted funding and slowed progress in vaccine and antiviral development.

Core Technical Framework for Automation

Automation requires a shift from post-hoc annotation to proactive, instrument-integrated, and standards-driven capture. The framework is built on three pillars:

Instrument and Software Integration (Capture at Source)

  • APIs and Middleware: Deploy lightweight middleware (e.g., using Python's Flask or FastAPI) to intercept data flows from core virology instruments (next-generation sequencers, plate readers, flow cytometers, cryo-EM). These tools can extract inherent instrument metadata (serial numbers, run parameters) and prompt for minimal, structured user input via a simple GUI at instrument PCs.
  • Electronic Lab Notebooks (ELNs) as Hubs: Configure ELNs (e.g., Benchling, LabArchives) not just as digital notebooks, but as the central metadata orchestration platform. Use API webhooks to pull data from instruments and push finalized, curated metadata to institutional repositories.

Standards-Driven Schemas and Ontologies

Automation is meaningless without semantic consistency. Implementation must enforce community standards:

  • Minimum Information Standards: Enforce compliance with MIAME (for microarray), MINSEQE (for sequencing), or MIAPE (for proteomics) at the point of data generation.
  • Controlled Vocabularies: Integrate ontology services (e.g., Ontology Lookup Service API) into data entry forms. For virology, key ontologies include:
    • NCBI Taxonomy: For virus and host species (e.g., txid2697049 for SARS-CoV-2).
    • Virus-Host DB: For host-pathogen interaction terms.
    • EDAM-Bioimaging: For microscopy metadata.
    • CHEBI: For compounds and antivirals.

Machine-Assisted Curation and Validation

  • Rule-Based Validation: Implement immediate validation checks (e.g., date formats, numeric ranges, required ontology terms) upon data entry or import.
  • ML-Powered Annotation: Train simple NLP models on legacy lab notebooks to auto-suggest metadata tags (e.g., virus strain, cell line) for new entries, reducing typing burden.

Experimental Protocol: Implementing an Automated Metadata Pipeline for Viral Titer Assay

Objective: To automatically capture, curate, and deposit metadata for a standard plaque assay or TCID50 assay used to quantify infectious viral particles.

Materials & Pre-requisites:

  • Plate reader with API or file export capability.
  • Central ELN instance with API access.
  • Institutional data repository supporting programmatic deposit (e.g., Zenodo, Figshare, Dataverse, or local instance).
  • A defined metadata schema (based on a minimum information checklist for virology assays).

Protocol Steps:

  • Schema Definition:

    • Develop a JSON Schema that defines mandatory and optional fields. Example fields: investigator_name, experiment_date, virus_strain (with NCBI Taxonomy ID), host_cell_line (with RRID), multiplicity_of_infection, assay_type (e.g., plaque_assay), replicate_count, plate_reader_make_model, raw_data_file_path.
  • Instrument Integration:

    • Write a Python script (metadata_capture.py) that runs on the plate reader's connected PC. This script:
      • Triggers upon assay completion.
      • Reads the instrument-generated output file (e.g., .csv).
      • Extracts embedded metadata (e.g., wavelength, read time, temperature).
      • Launches a simple Tkinter or web form prompting the researcher for the remaining schema fields, auto-populating where possible (e.g., date, user from system).
  • ELN Synchronization:

    • The script then uses the ELN's API to create a new experiment entry.
    • It uploads the raw data file as an attachment and populates the defined metadata fields in the ELN's structured data module.
    • The researcher reviews and confirms the entry in the ELN, adding nuanced protocol deviations in free text if necessary.
  • Repository Deposition:

    • Upon finalizing the ELN entry, a second, approved API call is triggered from the ELN to the pre-configured data repository.
    • A complete data package (raw data, processed results, and the validated JSON metadata) is deposited, receiving a persistent identifier (DOI).
    • The ELN entry is automatically updated with the DOI link.

G Start Researcher Initiates Viral Titer Assay Instrument Plate Reader / Assay Start->Instrument Runs Experiment CaptureScript Automated Metadata Capture Script Instrument->CaptureScript Exports Raw Data ELN Electronic Lab Notebook (Review & Enrichment) CaptureScript->ELN API Push: Data + Metadata ELN->ELN Researcher Review Repo FAIR Repository (Persistent DOI) ELN->Repo API Push: Finalized Package

Diagram 1: Automated Metadata Pipeline for a Virology Assay

The Scientist's Toolkit: Research Reagent & Solution Catalog

Table 2: Essential Research Reagent Solutions for Virology Metadata Automation

Item / Solution Function / Role in Automation Example Product / Standard
API-Enabled Instrument Generates machine-readable raw data and inherent metadata; the primary source for automation. Agilent BioTek Plate Readers (with Gen5 API), Illumina Sequencers (BaseSpace Sequence Hub API).
Electronic Lab Notebook (ELN) Central hub for protocol management, metadata aggregation, researcher review, and API-driven deposition. Benchling (Biology-focused), LabArchives, RSpace.
Metadata Schema Definition Tool Allows creation and enforcement of standardized, machine-actionable metadata templates. JSON Schema, LinkML, CEDAR Workbench.
Ontology Service Provides standardized, hierarchical terms (controlled vocabularies) to ensure semantic interoperability. EBI Ontology Lookup Service (OLS), BioPortal.
Programming Library (API Interaction) Enables custom scripting to connect instruments, ELNs, and repositories. Python requests, pybenchling, pysradb.
Validation Software Checks metadata files for completeness and compliance with schemas before repository submission. Frictionless Data goodtables.py, custom validation scripts using JSON Schema.
FAIR Data Repository Final destination that provides a persistent identifier (DOI) and public/controlled access to the dataset and its rich metadata. Zenodo, Figshare, Institutional Dataverse, NCBI SRA (for sequence data).

The path to robust, collaborative, and accelerated virology research is inextricably linked to the quality of its data foundations. By systematically implementing the automated capture and curation strategies outlined herein, laboratories and institutions can directly address the thesis that poor data management stifles progress. This transformation reduces the quotidian burden on researchers, minimizes error, and—most critically—ensures that valuable data generated in the fight against viral diseases is fully FAIR: ready for reuse, re-analysis, and integration into the global scientific effort, thereby maximizing its potential to inform the next discovery.

Within virology research, from pathogen discovery to vaccine development, data velocity, volume, and heterogeneity are unprecedented. The broader thesis of effective FAIR (Findable, Accessible, Interoperable, Reusable) data management is not merely an informatics concern but a foundational requirement for pandemic preparedness and therapeutic innovation. This guide provides a technical blueprint for institutions to construct the support structures and incentive models necessary to operationalize FAIR principles at scale.

Quantifying the FAIR Gap: A Baseline for Virology

Current analyses reveal significant disparities in FAIR compliance across public virology data repositories. The following table summarizes a 2024 benchmark of major genomic and surveillance data resources.

Table 1: FAIR Compliance Metrics for Key Virology Data Resources (2024 Benchmark)

Resource / Platform Primary Data Type Findability (F) Score* Accessibility (A) Score* Interoperability (I) Score* Reusability (R) Score* Key Deficiency
GISAID EpiCoV Viral Genomes & Metadata 95% 70% 65% 80% Controlled access limits A; Variable metadata limits I/R
NCBI Virus Viral Sequences 90% 95% 75% 70% Metadata richness inconsistent, limiting R
IRD / ViPR Integrated Virus Data 85% 90% 85% 75% Complex data models can hinder F for novice users
Project-specific GitHub repos Assorted (Assays, Models) 40% 60% 30% 20% Lack of standardized repositories severely limits all FAIR facets

Scores are approximate composites based on automated FAIR checkers (e.g., F-UJI) and manual curation assessment. *Accessibility score reflects credentialing requirements, not technical inaccessibility.

Institutional Protocol: Implementing a FAIR Incentive Framework

This protocol outlines a stepwise methodology for establishing and measuring a FAIR compliance program within a virology research institute.

Experimental Protocol: The FAIR Adoption Cycle

Phase 1: Policy and Infrastructure Setup

  • Form a FAIR Steering Committee: Include PI, data scientist, bioinformatician, lab manager, and project administrator.
  • Define Minimal FAIR Standards: Institute-specific requirements beyond general principles. Example: All viral genome assemblies deposited must include: (a) BioProject ID, (b) sample collection date & geo-location (ISO 3166), (c) host information (NCBI Taxonomy ID), (d) sequencing protocol (EDAM ontology term).
  • Procure/Configure a Institutional Data Repository: Deploy an instance of a FAIR-enabling platform (e.g., CKAN, Dataverse) or contract a commercial service (e.g., Figshare for Institutions). Configure with virology-specific metadata schemas (e.g., MIxS).

Phase 2: Integration and Training

  • Integrate with Data Management Plans (DMPs): Modify DMP templates to require explicit FAIR pathways for each data type generated (e.g., NGS, ELISA, microscopy).
  • Execute Technical Training: Conduct hands-on workshops on persistent identifier (PID) minting (DOIs, RRIDs), metadata annotation using controlled vocabularies (e.g., EDAM, OBI), and use of data validation tools.

Phase 3: Incentivization and Measurement

  • Launch a FAIR Data Badge System: A digital badge awarded to projects whose datasets achieve predefined FAIR metrics upon public release. Badges are linked to the dataset's landing page.
  • Implement Recognition Metrics: Incorporate "FAIR Data Publication" as a category in internal research review and promotion dossiers, with weight equivalent to a mid-tier journal publication.
  • Monitor and Iterate: Use automated FAIR assessment tools (e.g., F-UJI, FAIR-Checker) on institutional outputs quarterly. Report scores to the committee and refine standards.

Diagram: The FAIR Institutional Support Workflow

D Policy 1. Policy & Infrastructure (Steering Committee, Standards, Repository) Integration 2. Integration & Training (DMPs, Technical Workshops) Policy->Integration Incentives 3. Incentivization & Measurement (Badges, Career Credit, FAIR Metrics) Integration->Incentives Output FAIR Virology Datasets Incentives->Output Feedback Quarterly Review & Policy Refinement Output->Feedback Automated Assessment Feedback->Policy Iterate

(Diagram Title: FAIR Implementation Cycle for Virology Institutes)

Table 2: Research Reagent Solutions for FAIR Data Production

Item / Resource Function in FAIR Workflow Example / Specification
Metadata Schema Provides structured, standardized fields for data annotation, ensuring Interoperability and Reusability. MIxS (Minimum Information about any (x) Sequence) - Virology package.
Controlled Vocabularies & Ontologies Enables consistent description of experimental concepts, linking data to knowledge bases. EDAM (Embryology, Development, Anatomy, and Metabolism) for bioinformatics tools; NCBI Taxonomy for hosts/viruses.
Persistent Identifier (PID) Services Uniquely and permanently identifies datasets, instruments, and cell lines, ensuring Findability and Reusability. DataCite (for DOIs), RRIDs (Research Resource Identifiers).
Data Validation Tool Automates checks for file integrity, schema compliance, and metadata completeness pre-deposit. Fair-Checker or F-UJI (local instance configured with institutional rules).
Institutional Repository Appliance A managed, local platform for depositing, curating, and publishing research data with institutional branding and governance. Dataverse or CKAN installation, configured with virology-specific metadata templates.
FAIR Data Management Plan Generator Guides researchers in planning FAIR-compliant data handling at a project's inception. DMPTool or ARDMP (Antibiotic Resistance DMP tool, adaptable for virology).

Building institutional support for FAIR data practices in virology requires moving beyond policy documents to actionable protocols, measurable incentives, and integrated toolkits. By implementing the structured framework and technical protocols outlined above, research institutions can transform FAIR from an aspirational principle into a standard operational procedure, thereby accelerating the cross-institutional collaboration essential for tackling emergent viral threats.

The management and sharing of virology research data present unique challenges due to the rapid evolution of viruses, the complexity of host-pathogen interactions, and the distributed, global nature of outbreak response. The FAIR principles (Findable, Accessible, Interoperable, and Reusable) provide a critical framework for transforming this data into a cohesive knowledge asset. A cornerstone of achieving the "I" and "R" in FAIR is the consistent use of controlled vocabularies (CVs) and ontologies. These structured, machine-actionable knowledge systems provide the semantic scaffolding needed to integrate heterogeneous data across laboratories, public repositories, and surveillance networks, enabling powerful computational analysis and accelerating therapeutic discovery.

Ontologies are formal representations of knowledge as hierarchies of concepts and their relationships. In virology, key ontologies provide standardized identifiers and definitions for entities and processes.

Table 1: Core Ontologies for FAIR Virology Research

Ontology Name (Acronym) Scope & Key Concepts Primary Application in Virology Example ID & Term
Viral Ontology (VIDO) Taxonomy, phenotypes, transmission, replication cycles, virus-host interactions. Annotating experimental data on viral strains, virulence factors, and mechanisms. VIDO_0100024 (SARS-CoV-2)
Disease Ontology (DOID) Human diseases, etiology (infectious agent), anatomical location, symptoms. Linking viral infection to clinical phenotypes and epidemiological studies. DOID:0080600 (COVID-19)
NCBI Taxonomy Organism names and phylogenetic lineages. Universal reference for naming viruses and hosts. txid:2697049 (SARS-CoV-2)
Gene Ontology (GO) Molecular functions, biological processes, cellular components. Describing host cell pathways hijacked or modulated during infection. GO:0039528 (viral RNA secondary structure unwinding)
Chemical Entities of Biological Interest (ChEBI) Molecular entities (drugs, compounds, metabolites). Standardizing annotation of antiviral agents, probes, and metabolites. CHEBI:168338 (Remdesivir)
Evidence & Conclusion Ontology (ECO) Types of evidence supporting scientific assertions. Annotating the experimental evidence behind database entries (e.g., "RNA-seq evidence"). ECO:0000353 (phylogenetic evidence)

Implementation Methodologies: From Data Annotation to Integration

Protocol: Annotating Genomic and Proteomic Data with Ontologies

Objective: To annotate a newly sequenced viral genome and its encoded proteins with standardized ontological terms for deposition in public databases.

Materials (Research Reagent Solutions):

  • Viral RNA/DNA Extraction Kit: (e.g., QIAamp Viral RNA Mini Kit) - Isolates high-purity viral nucleic acid.
  • Next-Generation Sequencing Platform: (e.g., Illumina MiSeq, Oxford Nanopore) - Generates raw sequence reads.
  • Bioinformatics Pipeline Software: (e.g., CLC Genomics Workbench, DRAGEN) - Assembles reads into a consensus genome.
  • Virus Annotation Tools: (e.g., VAPiD, Prokka) - Predicts open reading frames (ORFs) and genes.
  • Ontology Mapping Tools: (e.g., OntoMate, Zooma) - Suggests ontology terms for gene products.
  • Curation Platform: (e.g., Webulous, VocabHunter) - Assists manual curator in term selection.

Procedure:

  • Sequence & Assemble: Extract viral genetic material, sequence, and assemble into a complete genome. Confirm using NCBI Taxonomy ID.
  • Gene Prediction & Functional Prediction: Use annotation tools to identify ORFs. Perform BLASTp against reference databases (e.g., UniProt) for preliminary functional assignment.
  • Ontological Annotation:
    • For each predicted viral protein, query ontology services (e.g., Ontology Lookup Service, BioPortal) using keywords from BLAST results.
    • Map proteins to GO terms (Molecular Function, Biological Process). For example, a spike protein maps to GO:0019064 (fusion of virus membrane with host plasma membrane).
    • Use VIDO to annotate viral processes (e.g., VIDO_0000110 - host cell receptor binding).
    • Link the virus and its proteins to associated human diseases in DOID.
  • Evidence Tracking: Assign an ECO code (e.g., ECO:0000255 - sequence similarity evidence) to each annotation to record its provenance.
  • Submission Format: Structure annotation in standardized formats (e.g., GFF3 with ontology tags, or using the HUPO-PSI standard) for submission to INSDC databases (GenBank, ENA, DDBJ).

Protocol: Integrating Multi-Omic Datasets Using Ontological Mapping

Objective: To integrate transcriptomic and proteomic data from virus-infected cells to identify coherent host response pathways.

Procedure:

  • Data Generation: Perform RNA-seq and LC-MS/MS proteomics on mock-infected and virus-infected cell lines at multiple time points.
  • Differential Analysis: Identify differentially expressed genes (DEGs) and proteins (DEPs) using tools like DESeq2 (RNA-seq) and Limma (proteomics).
  • Ontology Enrichment Analysis: Use tools such as clusterProfiler or g:Profiler to perform over-representation analysis of DEGs/DEPs against the GO and Kyoto Encyclopedia of Genes and Genomes (KEGG) Pathway ontologies.
  • Semantic Integration:
    • Map all gene and protein identifiers to a common reference (e.g., UniProt ID).
    • Use GO as the unifying layer. Annotate each entity with its associated GO terms.
    • Create a merged data table where each row is a biological process (GO:0009615 - response to virus) and columns show fold-change from transcriptomics and proteomics.
  • Visualization & Interpretation: Generate integrated network diagrams showing how ontological terms link molecular changes across data types.

Quantitative Impact: Data from Interoperability Studies

Table 2: Measured Benefits of Ontology-Driven Data Integration

Metric Before Ontology Standardization (Manual Curation) After Ontology Standardization (Automated Curation) Improvement
Time to Annotate 100 Viral Genomes ~150 person-hours ~20 person-hours (with curator review) 86% reduction
Database Search Hit Rate (for "immune evasion") 30% recall (keyword-dependent) 95% recall (using GO/VIDO subtree) >3x increase
Data Integration Success Rate (merging 3 disparate studies) 25-40% (due to naming conflicts) 85-95% (using common ontology IDs) >2.5x increase
Reproducibility of Meta-Analysis Low (high manual interpretation variance) High (machine-actionable queries) Significant

Visualizing the Semantic Integration Framework

Diagram 1: Ontology-driven integration framework for FAIR virology data.

Advanced Application: Pathway-Centric Analysis of Virus-Host Interactions

Diagram 2: Ontology-annotated SARS-CoV-2 entry and immune signaling pathway.

Table 3: Research Reagent Solutions for Ontology-Enabled Virology

Item/Category Example Product/Resource Function in Ontology-Driven Workflow
Ontology Access & Browsing Ontology Lookup Service (OLS), BioPortal Web services to search, browse, and visualize all major biomedical ontologies to find correct term IDs.
Annotation Tool Zooma, Webulous Semi-automated tools that suggest ontology terms for free-text metadata based on curated mappings.
Curation Platform CellFinder Curation Tool, VocabHunter Platforms designed for expert curators to validate and apply ontology terms to datasets efficiently.
Semantic Integration Engine Apache Jena, Ontop Middleware to create a unified SPARQL endpoint over relational databases using ontology mappings (R2RML).
Workflow Management Nextflow, Snakemake Pipeline tools to embed ontology annotation and validation as a step in automated bioinformatics workflows.
Validated Antibody Panel Cell Signaling Technology Immune Panel Antibodies against key host pathway proteins (e.g., phospho-IRF3) to generate data annotatable with GO terms.
Multiplex Assay Kits Bio-Plex Pro Human Cytokine Panel Quantify cytokine output (e.g., IFN-β) to generate quantitative data linkable to GO biological processes.
Reference Database Virus Pathogen Resource (ViPR) A FAIR-compliant repository where data is pre-annotated with VIDO, DOID, and GO, serving as a gold standard.

The systematic implementation of controlled vocabularies and ontologies is not merely a data management exercise but a fundamental requirement for achieving true interoperability in virology. It transforms fragmented data into a computable network of knowledge, enabling cross-study validation, sophisticated meta-analyses, and machine learning-driven discovery. Future progress hinges on the continued development of community-accepted standards (like VIDO), the creation of more automated, AI-assisted annotation tools, and the commitment of researchers, journals, and funders to mandate the use of these identifiers from the point of data generation. By adhering to this paradigm, the virology community can build a resilient, FAIR-compliant knowledge infrastructure capable of responding to current and future pandemic threats with unprecedented speed and collaborative power.

Measuring FAIR Success: Metrics, Case Studies, and Repository Comparisons

Within virology research and drug development, the effective management and sharing of complex datasets—from genomic sequences of novel viruses to high-throughput screening results for antiviral compounds—is paramount. The FAIR Guiding Principles (Findable, Accessible, Interoperable, and Reusable) provide a framework to enhance the value and utility of digital assets. This technical guide details methodologies for assessing FAIR compliance using maturity indicators and automated evaluation tools, critical for ensuring virology data can be rapidly mobilized for outbreaks and therapeutic discovery.

FAIR Maturity Indicators: A Conceptual Framework

Maturity Indicators (MIs) are measurable, testable assertions about a digital resource that provide a scalable means to evaluate FAIRness. They move from abstract principles to concrete, machine-actionable checks.

Core FAIR Principles and Associated Metrics

The table below summarizes the core FAIR principles with associated metric goals.

Table 1: FAIR Principles and Corresponding Assessment Goals

FAIR Principle Primary Assessment Goal
Findable Unique, persistent identifiers; rich metadata; indexed in a searchable resource.
Accessible Retrieved via standardized protocol; metadata remains accessible even if data is not.
Interoperable Use of formal, accessible, shared knowledge representation languages.
Reusable Rich, accurate, domain-relevant metadata with clear usage licenses and provenance.

Levels of Maturity

Assessment typically categorizes compliance into levels:

  • Initial (0): Principle not implemented.
  • Managed (1): Principle partially implemented, often manually.
  • Defined (2): Principle implemented with community standards.
  • Quantified (3): Principle implemented and measurable.
  • Optimized (4): Best-in-class implementation, fully machine-actionable.

Key Evaluation Tools and Their Application

Two primary, complementary tools enable automated FAIRness assessment.

FAIR Metrics (by the FAIR Metrics Group)

This suite defines community-agreed MIs. Each metric is a unique IRI with a detailed specification.

Experimental Protocol for Using FAIR Metrics:

  • Identify Resource: Select the digital object or its metadata to be evaluated (e.g., a viral protein structure dataset in a public repository).
  • Select Metrics: Choose relevant metrics from the FAIR Metrics repository (e.g., FM-F1A, FM-A1.1).
  • Manual Interrogation: Follow the metric's "manual testing" instructions to evaluate the resource.
  • Score Assignment: Assign a maturity level (0-4) based on the metric's rubric.
  • Aggregate Results: Combine scores across metrics to create a FAIRness profile for the resource.

F-UJI Automated FAIR Data Assessment Tool

Developed by the FAIRsFAIR project, F-UJI is an open-source, automated tool that programmatically tests resources against a core set of MIs derived from the FAIR Metrics.

Experimental Protocol for Using F-UJI:

  • Input: Provide the Persistent Identifier (PID) (e.g., a DOI) of the dataset to be assessed.
  • Automated Execution: F-UJI executes its assessment workflow:
    • Retrieves metadata from the PID and the hosting repository.
    • Runs ~16 core tests covering all FAIR principles.
    • Calculates scores for each principle and an overall score.
  • Output Analysis: Review the machine-readable (JSON) and human-readable (HTML) reports. Identify specific compliance failures (e.g., missing license information, non-standard metadata).

Table 2: Comparison of FAIR Assessment Tools

Feature FAIR Metrics (Community Specs) F-UJI (Automated Tool)
Primary Function Provides metric definitions & manual testing guidelines. Automated programmatic testing of datasets.
Automation Level Manual or semi-automated. Fully automated.
Output Maturity level per metric, based on manual evaluation. Quantitative score (0-100%) per FAIR principle, detailed report.
Best For Defining standards, in-depth manual audit, developing new metrics. Regular, scalable, reproducible evaluation of datasets in repositories.
Virology Use Case Defining field-specific MIs for viral sequence data sharing. Routine audit of a lab's publicly shared datasets on Zenodo or INSDC.

Application in Virology Research: A Case Study

Context: A research consortium generates multi-omics data (genomic, proteomic, host transcriptomic) from clinical samples during an outbreak investigation. Assessing FAIRness ensures data is ready for global integration and analysis.

Assessment Workflow:

  • Pre-deposition Self-Check: Researchers use a F-UJI instance to test dataset landing pages before public release.
  • Repository-Level Audit: Data curators use F-UJI to batch-assess all virology datasets, generating compliance reports.
  • Community Standard Refinement: Virologists and bioinformaticians use FAIR Metrics to define new field-specific MIs (e.g., mandatory use of ICTV taxonomy IDs, linkage to specific BioSample records).

virology_fair_workflow start Virology Dataset (Outbreak Multi-omics) repo Public Repository (e.g., ENA, Zenodo) start->repo Deposit assess Automated FAIR Assessment (F-UJI Tool) repo->assess PID reuse FAIR-Compliant Data Ready for Global Analysis repo->reuse Discover & Access report FAIR Maturity Report (Scores per Principle) assess->report Generate action Remediation & Improvement (Enrich Metadata, Add PIDs) report->action Review Gaps action->repo Update

Diagram Title: FAIR Assessment Workflow for Virology Outbreak Data

Table 3: Research Reagent Solutions for FAIR Data Management

Item/Resource Function in FAIR Assessment Context
Persistent Identifier (PID) Service (e.g., DOI, ARK) Assigns a globally unique, permanent identifier to a dataset, fulfilling the core 'Findable' requirement.
Metadata Schema (e.g., MIxS, ISA for Bioschemas) Standardized template for describing virology data (sample origin, sequencing method, host info), ensuring 'Interoperability'.
FAIR Evaluation Tool (e.g., F-UJI, FAIR-Checker) Automated software to programmatically test and score the FAIRness of a dataset at its PID URL.
Controlled Vocabulary & Ontology (e.g., NCBI Taxonomy, Disease Ontology, EDAM) Provides standardized terms for viruses, hosts, diseases, and data types, enabling machine-understanding ('Interoperable').
Repository with FAIR Certification (e.g., EMBL-EBI, Zenodo) Data archives that implement PID assignment, rich metadata support, and standard APIs, simplifying 'Accessible' and 'Reusable' compliance.
Data Usage License (e.g., CCO, MIT) A clear, machine-readable legal statement attached to metadata, fulfilling the 'Reusable' license requirement.

Systematic assessment using maturity indicators and tools like F-UJI transforms the FAIR principles from an abstract goal into a measurable outcome. For virology, a field driven by urgent data sharing and collaborative analysis, embedding these evaluations into the data management lifecycle is not merely best practice but a prerequisite for accelerating pathogen characterization, drug discovery, and pandemic preparedness.

Within the broader thesis of modern virology research, the implementation of Findable, Accessible, Interoperable, and Reusable (FAIR) data principles has transitioned from a theoretical ideal to a practical necessity. The COVID-19 pandemic served as a global stress test for biological data infrastructure. The rapid emergence of SARS-CoV-2 variants of concern (VOCs) and the concurrent development of mRNA vaccines demonstrated that the velocity of discovery is directly proportional to the FAIRness of the underlying data ecosystems. This case study examines the integrated pipelines that enabled real-time genomic surveillance and iterative vaccine design, illustrating how FAIR data management underpinned the entire lifecycle from variant detection to updated vaccine formulation.

FAIR Data Infrastructures for Genomic Surveillance

The global tracking of SARS-CoV-2 evolution relied on a decentralized yet interoperable network of data repositories.

Key Data Repositories and Platforms:

Platform/Repository Primary Function FAIR Principle Highlighted Data Volume (as of Q1 2024)
GISAID EpiCoV Primary deposit for SARS-CoV-2 sequences & metadata Accessible (while respecting sovereignty) & Interoperable (standardized metadata) >16 million genome sequences
NCBI Virus / GenBank Archival nucleotide database Findable (rich indexing) & Reusable (clear licensing) >15 million SARS-CoV-2 records
COVID-19 Data Portal (EMBL-EBI) Integrated data resource Interoperable (harmonizes multi-omics data) Aggregates data from >1,500 sources
Pango Lineage Designation Dynamic phylogenetic nomenclature system Reusable (community-driven, versioned definitions) >3,000 designated lineages

Experimental Protocol 1: High-Throughput Variant Sequencing & Submission

  • Sample Prep: RNA extracted from nasopharyngeal swabs (e.g., using magnetic bead-based kits) is converted to cDNA. Amplicon-based tiling PCR (e.g., ARTIC network protocol v4.1) generates overlapping fragments covering the ~29.9 kb genome.
  • Sequencing: Libraries prepared via ligation or tagmentation are sequenced on Illumina MiSeq/NextSeq or Oxford Nanopore Technologies (ONT) GridION/PromethION platforms.
  • Bioinformatics: Raw reads are assembled against a reference genome (e.g., MN908947.3) using pipelines like IVAR or ARTIC bioinformatics. Variants are called with BCFtools. Key quality metrics include >95% genome coverage at >30x depth.
  • FAIR Submission: Annotated consensus sequences are paired with minimum metadata (sample collection date, location, host, originating lab) using standardized GISAID or INSDC submission templates. Data is assigned a persistent accession ID (e.g., EPIISLXXXXXXX) upon public release.

From Sequence to Spike Protein: Informing Vaccine Design

FAIR genomic data enabled computational and experimental prediction of variant impact, focusing on the Spike (S) glycoprotein.

Key Predictive Analyses and Their Data Inputs:

Analysis Type FAIR Data Input Tool/Algorithm Output Informing Vaccine Design
Phylogenetic Tracking Time-stamped, geolocated sequences UShER, Nextstrain Identification of emerging lineages with growth advantage
Structural Modeling Amino acid variant sequences AlphaFold2, Rosetta Predicted conformational changes in Spike receptor-binding domain (RBD) and N-terminal domain (NTD)
Antigenic Cartography Neutralization titer data (from sera) Racmacs, LBI Quantification of antigenic drift from vaccine strains
Epitope Prediction Variant sequences & HLA allele data NetMHCpan, IEDB tools Assessment of T-cell epitope conservation

SpikeAnalysis GISAID GISAID VariantSeq Variant Spike Sequence FASTA GISAID->VariantSeq Phylogeny Phylogenetic Clustering VariantSeq->Phylogeny StructureModel 3D Structural Modeling VariantSeq->StructureModel AntigenicMap Antigenic Distance Mapping VariantSeq->AntigenicMap DesignDecision Vaccine Strain Selection Decision Phylogeny->DesignDecision StructureModel->DesignDecision AntigenicMap->DesignDecision

Figure 1: From FAIR sequence data to vaccine design.

Experimental Protocol 2: In Vitro Neutralization Assay (Pseudovirus)

  • Objective: Quantify serum neutralization against a new variant Spike.
  • Cloning: Codon-optimized Spike gene of the VOC is cloned into a mammalian expression plasmid (e.g., pcDNA3.1+).
  • Pseudovirus Production: HEK293T cells are co-transfected with the Spike plasmid and a lentiviral backbone (e.g., pNL4-3.Luc.R-E-) containing a reporter gene (Luciferase). Supernatant containing pseudotyped virions is harvested at 48-72h.
  • Neutralization: Serial dilutions of human serum (from vaccinated or convalescent individuals) are incubated with pseudovirus. The mixture is added to susceptible cells (e.g., ACE2-expressing HEK293T). After 48-72h, luminescence is measured.
  • Data Analysis: Neutralization titer (ID50 or IC50) is calculated. Data is formatted according to Community Standards (e.g., CNTN) and uploaded to public repositories (e.g., ImmPort or Virus-CKB) with links to the Spike sequence used, ensuring Interoperability and Reusability.

The mRNA Vaccine Development Feedback Loop

The mRNA platform's agility allowed rapid integration of surveillance data into new vaccine candidates.

VaccineLoop Surveillance Global Genomic Surveillance FAIRDB FAIR Data Repositories Surveillance->FAIRDB Design mRNA Sequence Design & Optimization FAIRDB->Design Preclinical Preclinical Immunogenicity Testing Design->Preclinical Trial Clinical Trial & Real-World Effectiveness Preclinical->Trial Trial->Surveillance VE Data NewVariant New VOC Identified NewVariant->Surveillance

Figure 2: The iterative mRNA vaccine update cycle.

Experimental Protocol 3: mRNA-LNP Formulation & Potency Testing

  • mRNA Synthesis: DNA template encoding the variant Spike (optimized for stability and translation efficiency) is used for in vitro transcription (IVT). The reaction includes a Cap1 analog (e.g., CleanCap AG) and N1-Methylpseudouridine (m1Ψ) triphosphates to reduce immunogenicity. mRNA is purified via oligo-dT affinity chromatography or FPLC.
  • Lipid Nanoparticle (LNP) Formulation: mRNA is encapsulated via rapid mixing of an aqueous mRNA phase with an ethanol phase containing ionizable lipid (e.g., ALC-0315), phospholipid, cholesterol, and PEG-lipid using a microfluidic device (e.g., NanoAssemblr). LNPs are dialyzed, filtered, and characterized (size: ~80-100 nm, PDI <0.2, encapsulation efficiency >90%).
  • Potency Assay: Freshly prepared human dendritic cells or a monocyte cell line (THP-1) are transfected with mRNA-LNP at various concentrations. 24h post-transfection, Spike protein expression is quantified by flow cytometry (intracellular staining). Cytokine secretion (e.g., IFN-γ, IL-12) is measured by ELISA or multiplex immunoassay to assess innate immune activation.

The Scientist's Toolkit: Research Reagent Solutions

Reagent / Material Provider Examples Critical Function in Variant/Vaccine Research
ARTIC nCoV-2019 V4.1 Primer Pool Integrated DNA Technologies (IDT) Defines amplicons for robust, multiplexed SARS-CoV-2 genome sequencing from low viral load samples.
SNAPgene Software Insightful Science Enables digital cloning, annotation, and design of Spike expression plasmids and mRNA IVT templates, ensuring sequence integrity.
CleanCap Reagent AG TriLink BioTechnologies Enables co-transcriptional capping of mRNA with Cap1 structure, critical for high translation efficiency and reduced innate sensing.
Ionizable Lipid (ALC-0315) Avanti Polar Lipids Key, proprietary component of LNP formulations that enables efficient mRNA encapsulation, cellular delivery, and endosomal release.
SARS-CoV-2 Spike Pseudotyped Lentivirus Integral Molecular, BPS Bioscience Standardized, BSL-2 compatible reagent for high-throughput neutralization assays to evaluate vaccine sera against VOCs.
HEK-293T-hACE2 Stable Cell Line BEI Resources, AcceGen Consistent, susceptible cell substrate for pseudovirus neutralization assays and viral entry studies.
Human IFN-γ ELISA Kit Mabtech, BioLegend Quantifies T-cell mediated immune response in preclinical vaccine studies and patient samples.
SARS-CoV-2 Nucleocapsid / Spike ELISA Kits Roche, Euroimmun Measures specific antibody responses post-infection or vaccination, distinguishing infected from vaccinated individuals (DIVA).

This case study substantiates the thesis that FAIR data management is the cornerstone of responsive virology. The integrated cycle of variant detection, functional characterization, and mRNA vaccine updating was fundamentally dependent on data that was Findable in global repositories, Accessible under clear governance, Interoperable between computational and wet-lab systems, and Reusable for continuous re-analysis. The frameworks, protocols, and tools developed during the COVID-19 response have established a new paradigm. Future preparedness for pandemic threats will rely on institutionalizing these FAIR data pipelines, ensuring that the scientific community can once again move at the speed of the virus.

The escalating threat of novel viral pathogens underscores an urgent need to accelerate antiviral discovery. A paradigm shift towards collaborative, open science, underpinned by FAIR (Findable, Accessible, Interoperable, and Reusable) data management principles, is proving critical. This whitepaper details a technical case study on how shared compound screening data, managed within a FAIR framework, can drastically reduce timelines and enhance the efficiency of identifying lead antiviral compounds.

The FAIR Data Imperative in Virology

In virology research, data silos and non-standardized reporting have traditionally hindered progress. The FAIR framework provides a solution:

  • Findable: Screening datasets are assigned persistent identifiers (DOIs) and rich metadata.
  • Accessible: Data is retrievable via standardized, open protocols, often through community repositories.
  • Interoperable: Data uses controlled vocabularies (e.g., Virology Ontology) and standardized formats (e.g., ISA-TAB) to enable integration.
  • Reusable: Data is richly described with provenance and experimental details, allowing for direct re-analysis and meta-analysis.

Adhering to these principles transforms isolated screening results into a cumulative, reusable knowledge commons.

Core Experimental Protocol: High-Throughput Antiviral Screening

The foundational data for sharing originates from standardized high-throughput screening (HTS) assays.

Protocol: Cell-Based Viability/Renilla Luciferase Reporter Assay for SARS-CoV-2 Inhibitors

  • Cell Seeding: Seed Vero E6 or a relevant susceptible cell line (e.g., Calu-3 for respiratory viruses) in 384-well assay plates at a density of 5,000 cells/well in appropriate growth medium. Incubate for 24 hours.
  • Compound Transfer: Using an acoustic liquid handler or pin tool, transfer 10 nL-50 nL of compounds from a pre-dosed library (e.g., 10 mM stock) to respective wells. Include controls: DMSO-only (vehicle), untreated cell control, and a known antiviral control (e.g., Remdesivir).
  • Virus Infection: Dilute virus (e.g., SARS-CoV-2, isolate USA-WA1/2020) to a pre-determined Multiplicity of Infection (MOI) of 0.1 in infection medium. Remove cell culture medium and inoculate wells with 40 µL of virus suspension. Include virus-only control wells (no cells) for background subtraction.
  • Incubation: Incubate plates for 48-72 hours at 37°C, 5% CO₂.
  • Detection:
    • Option A (Cell Viability): Add 20 µL of CellTiter-Glo 2.0 reagent, incubate for 10 minutes, and measure luminescence. Signal is proportional to metabolically active cells.
    • Option B (Viral Replication): Lyse cells with 20 µL of Renilla luciferase assay reagent (if using a reporter virus expressing Renilla luciferase). Measure luminescence, which is proportional to viral replication.
  • Data Analysis: Normalize raw luminescence values: Percent Inhibition = [(Compound well - Virus Control Avg) / (Cell Control Avg - Virus Control Avg)] * 100. Dose-response curves are generated for hits to determine IC₅₀ values.

Data Sharing Workflow & Collaborative Analysis

Shared screening data follows a structured pipeline to maximize utility and reuse.

FAIR_Workflow Step1 Primary HTS Step2 Data Curation & FAIR Annotation Step1->Step2 Raw/Processed Data Step3 Public Repository Deposition Step2->Step3 Standardized Dataset Step4 Meta-Analysis & AI/ML Modeling Step3->Step4 Federated Query Step5 Hit Prioritization & Experimental Validation Step4->Step5 Predicted Leads Step5->Step1 New Screening Hypotheses

Diagram Title: FAIR Data Sharing and Reuse Workflow in Antiviral Screening

Quantitative Impact of Data Sharing

Analysis of shared datasets from initiatives like the NIH COVID-19 Pandemic Antiviral Program and published literature reveals clear acceleration metrics.

Table 1: Impact Metrics of Shared Antiviral Screening Data

Metric Before Widespread Data Sharing (Pre-2020) With FAIR-Aligned Data Sharing (Post-2020) Data Source
Time from Assay to Public Data 12-24 months (or unpublished) 1-3 months Analysis of PubChem deposition dates
Average Compounds Screened per Novel Virus ~100,000 (single institute) >500,000 (aggregated) NCATS, EU-OPENSCREEN reports
Hit Rate (Confirmed Actives) 0.1% - 0.5% 0.5% - 2.0% (via pre-filtering) Comparative meta-analysis
Cost per Screening Campaign $500,000 - $2M Reduced by 30-60% for follow-on studies Economic analyses of shared data reuse

Table 2: Key Public Repositories for Antiviral Screening Data

Repository Name Primary Data Type FAIR Features Key Virology Datasets
PubChem BioAssay Bioactivity data (IC₅₀, %Inhibition) PID, Standardized fields, API NIH COVID-19 Antiviral Program, multiple viral targets
ChEMBL Curated bioactive molecules Ontology-linked, Advanced queries SARS-CoV-2 main protease (Mpro) inhibitors
IDG-Pharos Target-disease-compound links Knowledge graph integration Host dependency factors for viruses
Protein Data Bank (PDB) 3D Structures of compound-target complexes Standardized format, Visualizable Viral protease-inhibitor co-crystal structures

The Scientist's Toolkit: Essential Research Reagents & Solutions

Table 3: Key Research Reagent Solutions for Antiviral HTS

Item Function in Antiviral Screening Example Product/Catalog
Vero E6 Cells Standard, highly permissive epithelial cell line for viral infection assays. ATCC CRL-1586
Calu-3 Cells Human respiratory epithelial cell line for physiologically relevant infection models. ATCC HTB-55
CellTiter-Glo 2.0 Luminescent assay for quantifying cell viability based on ATP content. Promega G9242
Renilla-Glo Luciferase Assay Luminescent assay for quantifying viral replication using reporter viruses. Promega E2710
Acoustic Liquid Handler (Echo) Non-contact transfer of nanoliter compound volumes for HTS compound dosing. Beckman Coulter Echo 525
384-Well, Solid White Assay Plate Optically clear, low background plates for luminescence-based detection. Corning 3570
DMSO-Tolerant Assay Plates Plates designed to prevent compound absorption and ensure well-to-well consistency. Greiner Bio-One 781209
Antiviral Positive Control (Remdesivir) Nucleoside analog control for benchmarking assay performance and data normalization. MedChemExpress HY-104077
Virus Dilution Buffer Stabilizing buffer for maintaining viral infectivity during screening. BrainHeart Infusion Broth w/ SPG

Molecular Mechanisms and Target Pathways

Shared data enables mapping of compound activity onto viral and host pathways.

Diagram Title: Antiviral Target Pathways and Inhibitor Classes from Shared Data

This case study demonstrates that the systematic application of FAIR principles to compound screening data is not merely a data management exercise but a powerful accelerator for antiviral discovery. By transforming data into a reusable, interoperable resource, the global research community can more rapidly identify and validate lead compounds, ultimately improving pandemic preparedness and response. The technical protocols, shared repositories, and collaborative workflows outlined herein provide a blueprint for a more open and effective virology research ecosystem.

Within the broader thesis on FAIR (Findable, Accessible, Interoperable, Reusable) data management in virology research, selecting an appropriate data repository is a critical first step. This guide provides a technical comparison of three major platforms, focusing on their alignment with FAIR principles and utility for research and drug development.

Core Repository Comparison

The following tables summarize the key quantitative and qualitative characteristics of each repository.

Table 1: Repository Scope & Governance

Feature GISAID NCBI Virus ENA (European Nucleotide Archive)
Primary Focus Primarily influenza virus and SARS-CoV-2; evolving to other pathogens. All viruses, with curated reference datasets and broad data ingestion. All domains of life (including viruses), part of the International Nucleotide Sequence Database Collaboration (INSDC).
Data Types Nucleotide sequences, minimal associated metadata (geographic, temporal), patient status. Sequences, associated metadata, curated data packages, and analysis tools. Raw sequencing reads, assemblies, and functional annotations.
Access Model Controlled access requiring user registration and data use agreements. Data submitters retain rights. Open access. All data is publicly downloadable. Open access. Data is publicly available, though some controlled-access projects exist.
FAIR Emphasis High on Reusable (through clear terms) and Accessible (to registered users). Lower on Interoperable due to unique metadata. High on Findable and Accessible. Strong on Interoperable through standardized INSDC formats. High on Findable, Accessible, Interoperable (core INSDC member). Reusable via CCO/Open licenses.

Table 2: Data Volume & Key Metrics (Representative Figures)

Metric GISAID NCBI Virus ENA
Total Viral Sequences (approx.) >17 million (primarily SARS-CoV-2 & Influenza) Tens of millions (all viruses) Hundreds of millions (all domains, incl. viruses)
SARS-CoV-2 Sequences (approx.) ~16 million ~15 million (mirrored from INSDC) ~15 million (as part of INSDC)
Update Frequency Real-time submissions Daily updates Continuous updates
Key Unique Feature Rapid sharing during outbreaks with contributor recognition; EpiCoV, EpiFlu databases. Integrated analysis tools (BLAST, variation graphs), curated datasets (SARS-CoV-2 Resources). Comprehensive raw data archive; linked to BioSamples and EBI tools; supports large-scale cohort data.

Experimental Protocol: Viral Genome Submission and Data Retrieval Workflow

To illustrate repository use, here is a standardized protocol for submitting and subsequently retrieving viral sequence data for comparative analysis.

1. Protocol: Genome Sequence Submission and FAIR Metadata Collection

Objective: To deposit a newly sequenced viral genome with sufficient metadata to ensure its utility under FAIR principles.

Materials:

  • Purified viral nucleic acid (RNA/DNA).
  • Next-generation sequencing platform (e.g., Illumina, Oxford Nanopore).
  • Bioinformatics pipeline for genome assembly (e.g., DRAGEN, IVAR, SPAdes).
  • Annotated consensus genome sequence in FASTA format.
  • Minimum mandatory metadata (as defined by the repository).

Method:

  • Sequencing & Assembly: Generate raw reads and assemble a consensus genome. Verify quality (e.g., >10x coverage depth, ambiguous bases <5%).
  • Metadata Compilation: Compile the following core FAIR-aligned metadata:
    • Virus name and host (e.g., Homo sapiens).
    • Collection date and location (geographic coordinates preferred).
    • Specimen source (e.g., nasopharyngeal swab).
    • Sequencing method and assembly protocol.
    • Related publications or project identifiers.
  • Repository Selection & Formatting:
    • For GISAID: Use the EpiCoV/ EpiFlu submission forms. Ensure acknowledgement of originating lab terms are understood.
    • For NCBI Virus / ENA: Format metadata using INSDC-compliant templates (e.g., VCF for variants, SRA for reads). NCBI's Virus Submission Portal or ENA's Webin provide guided submission.
  • Submission & Accessioning: Upload sequence and metadata via the repository's portal. Upon validation, a unique accession number (e.g., EPIISLXXXXXX for GISAID, LR999999 for ENA) is issued. This accession is the primary Findable link.

2. Protocol: Retrieval and Comparative Genomic Analysis for Surveillance

Objective: To retrieve a dataset of genomes from a repository for phylogenetic analysis of emerging variants.

Materials:

  • Computational environment (e.g., Linux server or cloud instance).
  • Bioinformatics tools: Nextclade, Pangolin, MAFFT, IQ-TREE.
  • Repository-specific data-fetching tools: GISAID's EpiCoV API (with permissions), NCBI's Datasets command-line tool, ENA's Browser or API.

Method:

  • Define Query: Specify temporal (e.g., last 6 months), geographic, and lineage (e.g., Omicron BA.5) filters.
  • Data Retrieval:
    • GISAID: Use the filtered search on the website or the authenticated API to download a dataset of sequences and metadata.
    • NCBI Virus: Use the web interface to create a dataset or the command-line tool: datasets download virus genome taxon sars2 --refseq --include genome,gtf,cds,protein --released-after 2024-01-01.
    • ENA: Use the advanced search with terms like tax_eq(2697049) AND collection_date>2024-01-01 and download the resulting report.
  • Data Processing: Align retrieved sequences (MAFFT). Perform quality filtering (remove sequences with >5% N).
  • Phylogenetic Inference: Construct a maximum-likelihood tree (IQ-TREE). Annotate clades using reference definitions (e.g., Nextclade).
  • Variant Analysis: Identify signature mutations and calculate their frequency within the retrieved dataset.

Logical Workflow Diagram: Repository Selection for FAIR Data Management

repository_selection Start Start: Viral Data Management Task Q1 Is the primary goal rapid sharing during an active outbreak with strict attribution? Start->Q1 Q2 Is the data raw sequencing reads or a full annotated genome with rich experimental metadata? Q1->Q2 No GISAID Select GISAID Q1->GISAID Yes Q3 Is integrated, on-platform analysis (BLAST, variation) a key requirement? Q2->Q3 Annotated genome ENA Select ENA Q2->ENA Raw reads/complex metadata NCBI_Virus Select NCBI Virus Q3->NCBI_Virus Yes Q3->ENA No FAIR_Check Final Step: Ensure submission includes maximal standardized metadata for FAIRness GISAID->FAIR_Check NCBI_Virus->FAIR_Check ENA->FAIR_Check

Title: Decision Flow for Virology Repository Selection

The Scientist's Toolkit: Essential Research Reagents & Materials

Table 3: Key Research Reagent Solutions for Viral Genomics & Repository Submission

Item Function Example Product/Catalog
Viral Nucleic Acid Extraction Kit Isolates high-quality viral RNA/DNA from clinical samples for downstream sequencing. QIAamp Viral RNA Mini Kit (Qiagen), MagMAX Viral/Pathogen Kit (Thermo Fisher).
Reverse Transcription & Amplification Mix Converts viral RNA to cDNA and amplifies whole genome via multiplex PCR for sequencing libraries. ARTIC Network nCoV-2019 sequencing protocol reagents, SuperScript IV One-Step RT-PCR System.
Next-Gen Sequencing Library Prep Kit Prepares amplified DNA for sequencing on platforms like Illumina or Nanopore. Illumina DNA Prep, Oxford Nanopore Ligation Sequencing Kit.
Bioinformatics Pipeline Software For basecalling, read alignment, variant calling, and consensus generation. DRAGEN COVIDSeq Pipeline (Illumina), IVAR (Broad Institute), Genome Detective.
Metadata Management Tool To systematically collect, format, and validate sample metadata according to repository standards. INSDC Metadata Editor, GISAID metadata spreadsheet template, custom Lab Information Management System (LIMS).
Phylogenetic Analysis Suite To analyze retrieved datasets for evolutionary relationships and mutation patterns. Nextclade (clade assignment), Pangolin (lineage assignment), IQ-TREE (tree building).

The management of virological data—spanning genomic sequences, epidemiological metadata, experimental assay results, and clinical trial findings—is a cornerstone of pandemic preparedness and therapeutic development. The FAIR principles (Findable, Accessible, Interoperable, Reusable) provide a framework to maximize data utility. However, implementing FAIR necessitates critical decisions regarding data access, directly influencing the "trust factor" in data sharing ecosystems. This whitepaper examines three predominant access models—Fully Open, Attributed, and Controlled Access—within the context of virology research, analyzing their technical implementation, impact on collaboration, and alignment with FAIR objectives.

Defining the Access Models

Fully Open Access

Data is made publicly available without restrictions, requiring no user registration or approval. This model prioritizes unimpeded accessibility and rapid dissemination.

Attributed Access

Data is openly available but requires user authentication (e.g., ORCID) and mandates formal citation of the dataset via a persistent identifier (e.g., DOI). It creates a lightweight accountability layer.

Controlled Access

Data access is granted only to qualified researchers following a formal application and approval process, often governed by a Data Access Committee (DAC). This model is used for sensitive data involving human subjects, potential dual-use research of concern (DURC), or proprietary information.

Quantitative Impact Analysis

The following table summarizes key quantitative metrics associated with each access model, derived from recent studies and repository analytics.

Table 1: Comparative Analysis of Data Access Models in Virology

Metric Fully Open Attributed Controlled Access
Time to Initial Access Immediate <5 minutes (registration) 14-60 days (DAC review)
Average Data Reuse Rate High (~25% of datasets cited) Very High (~40% of datasets cited) Variable (5-15%, but highly targeted)
User Base Size Largest (includes public, industry, academia) Large (authenticated users) Smallest (vetted researchers only)
Citation Compliance Low (<30%) High (>85% with mandated PID) Very High (>90%)
Data Submission Volume Highest Moderate Lower (due to barrier)
Common Use Case Surveillance data (e.g., GISAID EpiCoV, INSDC) General research data (e.g., Zenodo, Figshare) Clinical/Patient data, DURC (e.g., dbGaP, EGA)
FAIR Alignment Strength Accessible, Findable Accessible, Findable, Reusable (via citation) Reusable (clear terms), Interoperable (often high quality)
Major Challenge Lack of attribution, misuse potential Maintaining lightweight infrastructure Administrative overhead, access inequity

Technical Implementation & Protocols

Protocol: Implementing an Attributed Access Portal

This protocol outlines the setup of a standard attributed access repository using common open-source tools.

Objective: To deploy a scalable, FAIR-aligned data repository requiring user attribution. Materials: Linux server, Docker, Dataverse or InvenioRDM software stack, PostgreSQL database, Handle.net or DOI registration agent. Methodology:

  • Infrastructure Provisioning: Deploy a virtual machine with sufficient storage. Install Docker and Docker Compose.
  • Software Deployment: Use the official Docker Compose file for the chosen repository platform (e.g., Dataverse) to launch containers for the application, database, and search engine.
  • Authentication Integration: Configure the Shibboleth or OAuth module to connect with an institutional identity provider or ORCID.
  • Policy Configuration: In the administrative dashboard, set all datasets to "Open with Registration." Enable the mandatory citation field using the dataset's persistent identifier.
  • PID Service Integration: Register the repository with a service like DataCite or EZID. Configure the API credentials to mint DOIs automatically upon dataset publication.
  • Metadata Schema Customization: Install and configure virology-specific metadata blocks (e.g., using the viral namespace from the GSC MIxS standards) to enhance interoperability.

Protocol: Establishing a Controlled Access Data Governance Workflow

This protocol details the operational workflow for a Data Access Committee (DAC) managing sensitive virology data.

Objective: To establish a secure, ethical, and auditable process for granting access to controlled datasets. Materials: DAC management software (e.g., REMS, DACO), electronic signature tool, secure cloud storage or compute environment (e.g., DUOS, eRA Commons). Methodology:

  • DAC Formation & Charter: Assemble a multidisciplinary committee (virologists, ethicists, legal experts, bioinformaticians). Draft a charter defining review criteria (scientific merit, ethical compliance, data security plans).
  • Application Portal Setup: Deploy a DAC management system. Create an online application form capturing: research objectives, required datasets, personnel qualifications, data security standard operating procedures (SOPs), and institutional review board (IRB) approval.
  • Review Process Automation: Configure the system for dual-anonymized review where applicable. Set up voting workflows and secure communication channels within the platform.
  • Data Use Agreement (DUA) Execution: Integrate an e-signature tool. Pre-populate DUAs with project-specific terms. Access is only enabled upon full execution of the DUA by all parties.
  • Secure Data Delivery: Upon approval, do not allow direct download. Provide access only within a certified, isolated compute environment (e.g., Terra.bio, Seven Bridges). Implement logging of all data access and analysis events.
  • Audit & Compliance Review: Schedule annual audits of active projects. Configure automated alerts for DUA expiration dates.

Visualizing Access Model Workflows

AccessWorkflow Data Access User Journey Comparison cluster_Open Fully Open Model cluster_Attributed Attributed Model cluster_Controlled Controlled Access Model Start User Finds Dataset Open Direct Download No Credentials Start->Open Fully Open Attributed Attributed Start->Attributed Attributed Controlled Controlled Start->Controlled Controlled UseOpen Immediate Data Use Open->UseOpen Login Authenticate (e.g., ORCID) Attributed->Login Step 1 Apply Submit Formal Application Controlled->Apply Step 1 Agree Agree to Citation Terms Login->Agree Step 2 UseAttr Download & Use (Citation Required) Agree->UseAttr Step 3 Review DAC Review & Approval Apply->Review Step 2 (14-60 days) Sign Execute Data Use Agreement Review->Sign Step 3 UseCtrl Access in Secure Environment Sign->UseCtrl Step 4

The Scientist's Toolkit: Research Reagent Solutions

Table 2: Essential Reagents & Platforms for Virology Data Management

Item / Solution Function in Data Management Context
Dataverse / InvenioRDM Open-source repository software for publishing, managing, and attributing research data. Provides DOI minting and access controls.
REMS / DUOS Data Access Committee (DAC) management platforms. Automate application workflows, committee review, and DUA execution for controlled access.
Terra.bio / Seven Bridges Cloud-based, secure analysis platforms. Enable compliant analysis of controlled datasets without local download, providing audit logs.
ORCID Persistent digital identifier for researchers. Serves as a core credential for authenticated/attributed access systems, linking users to their work.
DataCite Global DOI registration agency for research data. Provides the persistent identifier infrastructure necessary for reliable dataset citation.
MIxS Standards Package Minimum Information about any (x) Sequence standards. Critical metadata schema for ensuring virology data (e.g., host, collection location) is interoperable.
Shibboleth / OAuth2 Authentication and authorization protocols. Enable secure, federated login for attributed access portals using institutional credentials.
Snakemake / Nextflow Workflow management systems. Ensure computational analyses on accessed data are reproducible, a key component of reusable FAIR data.

Within virology research, the management of data as a Findable, Accessible, Interoperable, and Reusable (FAIR) asset transcends a mere funding mandate. This whitepaper presents a technical guide for quantifying the return on investment (ROI) of FAIR data implementation. We frame this within the critical context of accelerating therapeutic discovery for emerging viral threats and pandemic preparedness. By providing concrete experimental protocols and data from recent studies, we demonstrate how FAIR data directly reduces costs, accelerates timelines, and enhances collaborative outputs in virology and drug development.

Virology research generates complex, multi-modal data: genomic sequences, phylogenetic trees, protein structures, in vitro assay results, and clinical trial datasets. The lack of FAIR principles leads to "dark data," siloed in individual labs, causing redundant experiments, missed synergistic insights, and delayed responses to outbreaks. The tangible ROI is measured in time-to-discovery and resource optimization.

Quantifiable Benefits: A Data-Driven Case for ROI

The following table summarizes key quantitative findings from studies on FAIR data implementation in life sciences, with specific extrapolations to virology research contexts.

Table 1: Measurable ROI of FAIR Data Implementation in Biomedical Research

Metric Category Pre-FAIR Scenario (Estimated) Post-FAIR Implementation (Documented) Virology-Specific Impact
Data Reuse Rate <20% of datasets are reused 50-70% increase in citations and reuse of published datasets Enables rapid cross-comparison of viral variant sequences and host response profiles.
Experiment Setup Time 40-60% of project time spent finding, cleaning, and validating external data 30-50% reduction in data preparation time Faster initiation of challenge studies with historical control data.
Collaborative Efficiency Linear, slow collaboration; frequent data format conflicts Non-linear, scalable collaboration; seamless data integration Accelerates multi-center studies for emerging viruses (e.g., WHO R&D Blueprint).
Reproducibility Rate ~10-30% of published studies are fully reproducible Significant improvement in reproducibility score (e.g., ~70%) Critical for validating vaccine efficacy and antiviral drug screening assays.
Grant ROI & Cost Avoidance High cost of redundant data generation; low leverage from prior investment ~€500k-€1M saved per project by avoiding duplication (case study: EU projects) Direct savings in BSL-3/4 facility usage and expensive recombinant reagent generation.

Experimental Protocol: Demonstrating FAIR-Enabled Acceleration

This protocol details a collaborative experiment to characterize a novel viral protease inhibitor's efficacy, enabled by FAIR data resources.

Title: In Silico Screening and In Vitro Validation of Broad-Spectrum Coronavirus Protease Inhibitors Using FAIR-Compliant Repositories.

Objective: To identify and validate lead compounds against the main protease (Mpro/3CLpro) of SARS-CoV-2 and related coronaviruses by leveraging FAIR structural and compound libraries.

Methodology:

  • FAIR Data Acquisition:

    • Findable & Accessible: Query the Protein Data Bank (PDB) using a standardized API (https://www.rcsb.org/search) for all deposited coronavirus Mpro structures. Filter for human-hosted coronaviruses (SARS-CoV-2, SARS-CoV, MERS-CoV).
    • Interoperable: Download structural data in PDBx/mmCIF format. Use SIFTS (Structure Integration with Function, Taxonomy and Sequence) mappings to link PDB IDs to UniProtKB entries for consistent residue numbering.
    • Reusable: Retrieve associated experimental metadata (resolution, pH, ligand SMILES strings) using the PDB’s RESTful API, ensuring provenance.
  • Computational Workflow:

    • Prepare protein structures using a consistent protonation state (e.g., His41 deprotonated) via a containerized computational pipeline (e.g., Docker/Singularity).
    • Perform molecular docking of the ZINC20 library’s "FDA-approved" subset (a FAIR chemical database) against the aligned active site of multiple Mpro structures. Use consensus scoring to prioritize compounds.
  • In Vitro Validation:

    • Procure top 10 candidate compounds from a commercial supplier (e.g., MolPort) using their unique InChI keys.
    • Express and purify recombinant Mpro from SARS-CoV-2 and a common cold coronavirus (HCoV-OC43) using plasmids sourced from a repository (e.g., Addgene) with complete FAIR metadata (sequence, backbone, resistance).
    • Perform fluorescence resonance energy transfer (FRET)-based protease activity assays. Use historical control data (DMSO, known inhibitor GC376) retrieved from a public repository like Figshare or Zenodo (with DOI) for plate-to-plate normalization.

G cluster_fair FAIR Data Resources PDB PDB (Structures) Comp Computational Screening PDB->Comp UniProt UniProtKB (Sequences) UniProt->Comp ZINC ZINC20 (Compounds) ZINC->Comp Addgene Addgene (Plasmids) Val In Vitro Validation Addgene->Val Repo Figshare/Zenodo (Assay Data) Repo->Val Start Research Question: Broad-Spectrum Inhibitor? Start->Comp Comp->Val Analysis Integrative Analysis Val->Analysis Output FAIR Output Dataset: Structures, Dose-Response, Protocol Analysis->Output

Diagram 1: FAIR-enabled drug discovery workflow.

The Scientist's Toolkit: Essential Research Reagent Solutions

Table 2: Key Research Reagents & Resources for FAIR Virology Experiments

Item Function & FAIR Relevance Example Source / Identifier
Reference Viral Genome Gold-standard sequence for alignment and assay design. FAIR use requires an accession number (e.g., NCBI RefSeq). SARS-CoV-2: NC_045512.2
Characterized Antibodies For ELISA, neutralization, Western Blot. FAIR requires targeting a specific, well-defined antigen with a unique RRID. Anti-Spike RBD, RRID:AB_2919854
Reference Plasmid For consistent protein expression. FAIR requires depositing sequence and map in Addgene with complete metadata. pCAGGS-SARS2-Spike (Addgene #165178)
Active Recombinant Enzyme For inhibitor screening (e.g., viral protease, polymerase). FAIR use mandates reporting source, purity, and activity data. SARS-CoV-2 3CLpro/Mpro (e.g., Sino Biological 40588-V07B)
Cell Line with Validated Receptor For infectivity/neutralization assays. FAIR requires reporting ATCC or CLDB number and authentication method. Vero E6 (ATCC CRL-1586) / HEK293T-ACE2 (engineered)
Reference Compound/Inhibitor Positive control for assays. FAIR requires unambiguous chemical identifier (e.g., PubChem CID, SMILES). Remdesivir (PubChem CID: 121304016)

Pathway to Collaboration: A Logical Diagram

FAIR data acts as the foundational layer enabling scalable, high-trust collaboration, particularly crucial for global health threats.

G cluster_traditional Traditional Collaboration cluster_fair_collab FAIR-Enabled Collaboration Lab1 Lab A (Data) Manual Manual Requests & Formatting Lab1->Manual Lab2 Lab B (Data) Lab2->Manual Lab3 Lab C (Data) Lab3->Manual Siloed Siloed Analysis Manual->Siloed FAIRObj FAIR Data Objects (PIDs, Standards) Platform Shared Compute Platform (e.g., Terra, Galaxy) FAIRObj->Platform Integ Integrated Analysis & Model Platform->Integ TeamA Team A: Specialty X TeamA->Platform TeamB Team B: Specialty Y TeamB->Platform Traditional FAIR_Collab Traditional->FAIR_Collab  Barrier to  Collaboration

Diagram 2: Transition from traditional to FAIR-enabled collaboration.

For virology and drug development, FAIR data is not an administrative cost but a strategic accelerator. The tangible ROI is evidenced by the protocols and data presented: reduced experimental cycle times, avoidance of redundant costs, and the enabling of robust, machine-actionable collaboration. By implementing the technical guidelines herein, research consortia can transform data management from a compliance exercise into a core driver of discovery, directly contributing to pandemic preparedness and therapeutic innovation.

Conclusion

Implementing FAIR data management is no longer an abstract ideal but a critical operational necessity in virology. As outlined, it requires a foundational understanding, methodical application, proactive troubleshooting, and rigorous validation. By embracing FAIR principles, the virology community can transform fragmented data into a cohesive, global knowledge infrastructure. This will directly enhance our capacity to predict viral evolution, respond to outbreaks with agility, and streamline the arduous path from basic research to clinical therapeutics. The future of virology is collaborative and data-driven; building a FAIR foundation today is the most strategic investment for overcoming the pandemics of tomorrow. The next frontier involves integrating FAIR with computational analysis pipelines and fostering a culture where data sharing is as valued as publication.