Help & Instructions

A 10-minute walkthrough of the ESRA Data Platform. Watch on YouTube, or jump to a part:

1What ESRA Data Platform is

A FAIR (Findable, Accessible, Interoperable and Reusable) data platform for energy-storage experiments: upload the raw instrument files with structured metadata, and the platform gives them a permanent ID, makes them searchable, and lets anyone, or any machine, find, read and reuse them.

Instrument files Upload + metadata Facility storage Search & analyse Cite & reuse raw, on your disk form or JSON-LD moved by Globus catalog · workflows ESRA ID · JSON-LD
FAIR in practice: one identifier, one metadata record, machine-readable at every step.
Two things share the acronym. The Energy Storage Research Alliance is the research consortium, led by Argonne National Laboratory. The Energy Storage Research Assistant is this software, the Alliance's data platform. We write “ESRA Data Platform” for the software and Energy Storage Research Alliance for the consortium.

2What you can do

To do thisRequirementsHow to get it
Browse, search, read and export the metadata CSV Nothing Just open the page.
Download or transfer the raw data files Any Globus login Login → Sign in to download, with Google, ORCID or your institution.
Upload data, edit records, run the analysis workflows ESRA Globus group and a NERSC identity The steps below.
Ask questions on the Chat page The above, and chat switched on Ask when you request access; an administrator turns it on.

Getting upload access

  1. Get a NERSC account in project m4845 Apply at docs.nersc.gov/accounts, naming project m4845. NERSC checks your identity first, which can take up to a week, and only then does the request reach us. Still waiting? Email accounts@nersc.gov with your name, the username you asked for and project m4845. We approve it as soon as it arrives.
  2. Email us Send mgalib@anl.gov your name, PI and NERSC username. We add you to the ESRA group (and chat, if you ask). If you have never used Globus, Globus emails you an invitation instead: open it, log in and accept.
  3. Link your NERSC login to your Globus account If you also use Globus with Google, ORCID or your university, add NERSC to that account: open the Identities page in Globus, choose Link another identity, pick NERSC and sign in. Your group membership then works whichever of these you log in with. If you only ever log in to Globus with NERSC, skip this step.
  4. Sign in with NERSC Login → Sign in with NERSC. Use the same email in Globus Connect Personal.

3NERSC status

ESRA stores and moves files at NERSC. If NERSC reports a problem, uploads and downloads can fail: wait and try again. This live check also appears on the Upload page; NERSC’s own list is at nersc.gov/users/status.

Storage (CFS) checking… Data Transfer checking… Perlmutter checking… Globus checking… Network checking… ESRA Platform checking…

4Globus in one minute

Globus is a not-for-profit research service run by the University of Chicago. ESRA uses it for two things: to sign in, and to move large files.

1 · Signing in: you never create an ESRA password 2 · Getting files onto your computer Your institution, Google Globus ESRA Data Platform ESRA dataset page Globus Globus Connect Personal or ORCID signed in + group membership “Download Data” Transfer running on your computer
The same identity does both jobs, which is why the email you use for Globus Connect Personal has to be the one you signed into ESRA with.

Installing Globus Connect Personal

Globus Connect Personal is what carries out the transfer onto personal devices, authenticated by the same Globus login. Download it for Windows, macOS or Linux from globus.org/globus-connect-personal.

1 · Install it 2 · Sign in, pick a folder 3 · Leave it running Windows · Mac · Linux no admin rights needed the same email you use for ESRA name the collection it creates click “Download Data” on a dataset and pick that collection
Small files also come down as an ordinary browser ZIP, and everything can be browsed by hand in the Globus web app. Globus Connect Personal is for the large transfers.
Where the files land. The destination folder uses Globus syntax, not your operating system’s: /~/Downloads means Downloads inside your home folder, with forward slashes on Windows too. A leading ~ on its own is read as an ordinary folder named ~, so keep the /~/. Each dataset arrives in its own subfolder named after its ESRA ID.

5The pages

PageWhat it is for
Browse Data The catalog: one row per upload. Search, filter by experiment type or material, click a row for the full record, its files and its citation.
Dataset Detail A record's own page, reached from Browse Data. Its uploader, a co-editor or an admin can edit it and add, replace or remove files there; the uploader or an admin can also add co-editors, make the files public or private, or withdraw it. The page lists the record's saved versions and, for ESRA group members, its history. The Globus picker used there selects a folder, not individual files.
Datasets Frozen, versioned tables computed across many uploads: the ML-ready releases you cite in a paper.
Chat Ask the catalog a question in plain English, or run a guided analysis workflow step by step from the sidebar.
+ Upload Data Data submission form. This feature is only for authorized users: see Getting upload access.
How to Cite How to credit the platform and individual datasets. Everything here is CC BY 4.0: reuse it freely, credit the dataset and its paper.

Reading and searching are open to everyone. Running a workflow needs upload-level access, because it reads the raw files.

How Chat answers a question

Each question is tried against five steps in order, and the first one that fits answers it. Most questions never reach a language model, so the answer is exact and repeatable. The grey label above each answer names the step that produced it.

  1. 1Direct lookupcounts, who uploaded, one person’s datasets, read straight from the database how many datasets are there?
  2. 2Ontology & graphmaterials and measured properties, matched through BattINFO / EMMO terms show all NASICON data
  3. 3Search by meaningfinds datasets whose description is close, even with no keyword in common anything about battery degradation
  4. 4Analysis toolsthe sidebar workflows, run on one dataset, step by step browse all TEM data
  5. 5Text-to-SQLanything else: a small local model writes a read-only query. Can be slow, and can be wrong, so check the answer how many projects are there?

The workflows are for checking a method on one dataset at a time. They run on a shared web server; large or batch analysis does not belong here.

Nothing published here silently disappears. A withdrawn record leaves the catalog but keeps its page, marked as withdrawn, so a citation to it never dead-ends. If an administrator erases one for good, its ESRA ID still resolves — to a short notice giving the date and the reason — and that ID is retired rather than handed to another dataset.

A record can grow while the study runs. Every change is recorded (who, when, the old and the new value). A file taken out, or overwritten by Add files or Replace files, is kept aside and can be restored; only an administrator deletes it for good. A version freezes the description and the file list at one moment — automatically when a dataset is made public, and by hand with Save version — so a paper can say which one it used. The ESRA ID never changes.

6Uploading your data

  1. Get a metadata file Download the LLM kit from the upload page and let an AI assistant write it from your notes, or type it in by hand.
  2. Load it and fill the gaps Load Metadata fills the form; only who you are and where the data is are compulsory.
  3. Point at your data Pick the folder on Globus, attach files, or give an external URL.
  4. Submit You get a permanent ESRA ID at once; the files copy in the background.

Private now, public later

Choose Private when you upload. The metadata is public and citable at once; the raw files can be downloaded only by ESRA group members. When the paper is out, press Make Public on the dataset’s page. Upload when you are ready to share, not as personal storage. File names, sizes and saved versions are visible to everyone too, so name your files with that in mind.

After you upload

Open My datasets from the menu under your initials. It lists everything you uploaded, what needs fixing, and how often others downloaded it. Tick several rows to make them public, add a co-editor or save a version in one go.

To change a dataset after uploading it, see Editing a dataset.

7Editing a dataset

Press Edit on the dataset’s page. The editor lists the parts of the dataset on the left: description, technique fields, materials, comments, files, versions, history and JSON-LD.

  • Saving. Press Save changes, or Cmd S (Ctrl S on Windows). Unsaved edits stay in your browser until you save or discard them. If someone else changed the same field while you were editing, both values are shown and nothing is saved until you choose.
  • History. Every save is listed with who made it and when. Undo this save puts the old values back, except where a field was changed again later.
  • Versions. Save version records the description and the file list as they are now. Cite a version in your paper so readers know exactly what you used. A version is also saved when a dataset goes public. Open one to see what changed since the last, or compare any version with the dataset now.
  • Co-editors. Under Co-editors, type a colleague’s name and pick them from the list. They can edit the description, add, replace or remove files, and save versions. They can’t make the files public or private, withdraw the dataset, or add other co-editors. The list shows ESRA group members who have signed in here at least once.
  • Removing a file. Remove takes a file out straight away, but ESRA keeps a copy, so you can put it back. Only an administrator can delete it for good. Add and Replace also keep a copy of anything they overwrite.
  • Comments. Any ESRA group member can comment on a field or suggest a new value, with Comment next to the field or Suggest a change at the top. The uploader, a co-editor or an administrator accepts a suggestion into the form and saves it, or rejects it.

Editing through JSON-LD

  1. Open JSON-LD in the editor. Edit the text there, or download it, change it (by hand or with an AI assistant) and press Upload file. The file must be this dataset’s own.
  2. Press Review changes. Saved values are red, yours are green. Press Undo on any change you don’t want.
  3. Press Apply to form, then Save changes.

You can change values and add parameters of your own. Give a new parameter a name, a value and a unit, and mark it "esra:authorAdded": true. Names of existing fields can’t be reused, and nothing is deleted through a file.

8Legend: experiment types

The coloured chip on every record names the experiment type. Hovering a chip anywhere on the site shows the same expansion.

Cycling Galvanostatic Cycling (charge–discharge)
DFT Density Functional Theory
EBSD Electron Backscatter Diffraction
EIS Electrochemical Impedance Spectroscopy
FEM Finite Element Modelling
FTIR Fourier-Transform Infrared Spectroscopy
GC Gas Chromatography
ICP Inductively Coupled Plasma spectroscopy
LSV Linear Sweep Voltammetry
MD Molecular Dynamics
MLIP Machine-Learned Interatomic Potential
NMR Nuclear Magnetic Resonance
PDF Pair Distribution Function / Total Scattering
RFB Redox Flow Battery
Raman Raman Spectroscopy
SEM Scanning Electron Microscopy
TEM Transmission Electron Microscopy
UVVis UV–Visible Spectroscopy
XAS X-ray Absorption Spectroscopy
XCT X-ray Computed Tomography
XPS X-ray Photoelectron Spectroscopy
XRD X-ray Diffraction

Sub-techniques and imaging modes

Not upload types of their own: they describe how a microscopy dataset was acquired, and appear as chips in Chat and as the imaging mode on TEM records.

Diffraction Selected-Area Electron Diffraction
EDS Energy-Dispersive X-ray Spectroscopy
EELS Electron Energy-Loss Spectroscopy
HAADF High-Angle Annular Dark-Field imaging
SAED Selected-Area Electron Diffraction
STEM Scanning Transmission Electron Microscopy
STEM-EDS Scanning TEM with Energy-Dispersive X-ray Spectroscopy
STEM-EELS Scanning TEM with Electron Energy-Loss Spectroscopy

9Legend: materials

Chemistry is declared once per study, against the sample ID rather than against one file, so every dataset from that study inherits it. Declare NMC on the electrochemistry form and the microscopy of the same sample becomes findable by “NMC” too.

Family, grouped by class

The class is derived from the family: uploaders pick from available families or use the free-text box, the platform assigns the class.

Inorganic SE NASICON · Garnet (LLZO-type) · Argyrodite · Sulfide glass / glass-ceramic · Halide · Perovskite (LLTO-type) · LISICON / thio-LISICON · Anti-perovskite · Borohydride / complex hydride · Oxide glass (LiPON, borate)
Polymer SE PEO-based polymer · Polycarbonate · Poly(meth)acrylate · Single-ion conducting polymer · Gel polymer (GPE)
Liquid Carbonate (EC/DEC/DMC/EMC) · Ether / glyme (DME, G2, DOL) · Ionic liquid · Aqueous · Localized high-concentration (LHCE)
Cathode Layered oxide (NMC, NCA, NaCrO₂, LMR) · Spinel (LMO, LNMO) · Olivine (LFP, LMFP) · Organic carbonyl / quinone · Prussian blue analogue · Sulfur / Li-S · Conversion cathode
Anode Alkali metal (Li, Na, K) · Alloy (Na₉Sn₄, Li-In, Na-K) · Graphite · Hard carbon · Silicon / Si-C · Intercalation oxide (LTO)
Other Redox-active organic (flow, mediator) · Conductive carbon (Super P, VGCF) · Current-collector metal (Cu, Al) · Oxide coating / interlayer · MOF / COF framework · Binder polymer (PVDF, CMC) · Separator material

Working ion

The ion that shuttles between the electrodes and carries the charge: Li in a lithium-ion cell, OH in an alkaline one. It is what a chemistry is named after, and is blank where nothing shuttles.

LiNaKMgCaZnAlH (proton)OH (hydroxide)F (fluoride)Cl (chloride)CuAgMultiple / dual-ion

Role in the cell

What the material does in that study. One material can hold several roles, such as a salt that is also the redox-active species.

CathodeAnodeWorking electrodeCounter electrodeReference electrodeElectrolyteSaltSolventAdditiveBinderConductive additiveSeparatorCurrent collectorCoating / interlayerRedox-active speciesAnalyte / detected product

10Legend: status badges

Small badges next to an ESRA ID describe the state of the record.

BadgeMeaning
public Raw data is openly downloadable. This is the default, and the badge is only drawn when a record is not public, so an ID with no visibility badge is public.
🔒 private Metadata is public, raw files are restricted to ESRA group members, usually unpublished work. Still findable and citable.
⧗ syncing The transfer to facility storage is still running. Metadata is already searchable; files become downloadable when it finishes.
⚠ Transfer failed Usually a transient endpoint timeout. The record is kept, not deleted, so it can be retried from its own page. Visible only to the uploader and administrators.
Incomplete metadata Saved with some required fields blank. The badge clears itself once the last one is filled. The Incomplete metadata link above the catalog filters to these.

11Code and AI agents

Worked example notebook

Browse, filter, and download a dataset with Globus, step by step: esra_api_globus_tutorial.ipynb

ClientHow to add it
Claude Code, Claude Desktop claude mcp add --transport http esra …/mcp
ChatGPT Turn on Developer mode, then Apps → Create with …/mcp and authentication set to none.
VS Code, Cursor {"esra": {"url": "…/mcp"}} in the editor's MCP config file.

Downloading through an AI assistant

A second address lets the assistant download a public dataset to your computer. It gives you a link: open it, sign in to Globus and press Allow; when the page says Connected, go back to the chat and say "done". Nothing is pasted, so it works the same in Claude, ChatGPT and other assistants. Globus Connect Personal must be running.

claude mcp add --transport http esra-transfer …/mcp-transfer

12Troubleshooting

A download never arrives, or later ones stay queued

A failed transfer keeps retrying for a day and blocks the ones behind it.

  1. Open Globus → Activity.
  2. Select the stuck transfer and choose Terminate Task.
  3. Check Globus Connect Personal is running, then Download Data again.

On Windows, the files are not in Downloads

They are in Documents\Downloads. To choose another folder: Globus Connect Personal → Options → Access → +, and tick Writable.

An upload shows ⚠ Transfer failed

Your record and ESRA ID are kept; only the file copy needs another try. The reason is on the dataset’s page.

  1. Check Globus Connect Personal Running, signed in with the same email as here, and your data folder listed under Preferences → Access.
  2. Retry, don’t re-upload Retry transfer on the dataset’s page, or Retry all on Browse Data. Uploading again makes duplicates.
  3. Keep the computer awake until the ⧗ syncing badge clears.

A colleague is not in the co-editor list

The list only shows ESRA group members who have signed in to this site. Ask them to sign in once, then try again. If they still don’t appear, they aren’t in the ESRA group yet: see Getting upload access.

Still failing? Email mgalib@anl.gov the ESRA ID and the error text. A duplicate? Withdraw dataset on the extra copy.

13Getting help