June 1, 2009 Prepared by Consensus Systems Technologies (ConSysTec) SDP Maintenance RSTWG 1 st Semiannual Meeting

Agenda Overview of SDP Project SDP Library Production Cycle Registration Site Update/Maintenance Requirements and Procedures Experience with SDP Schema and other documentation Review Recommendations for revision Action Items Next Webinar to go over changes

Project Plan Topics Two Year Project Project Plan Topics SDP Operations & Maintenance (O&M) Start Up SDP Maintenance Tasks Operations Tasks Technical Assistance Tasks Project Management

Plan Details Task 1: O&M Start Up; Task 2: Maintain SDP XML Schema with RSTWG Task 3: Update Custom Scripts Task 4: Incorporate New Applications Task 5: Maintain Web Site Operations Task 6: Process Data (including support collection, conversion and processing of SDP Documents) Task 7: Technical Assistance to New Users Task 8: Technical Assistance to WDMS Users Task 9: Continuation of Technical Assistance from previous contract Task 10: Program Management and Year 2 Project Development

Target Agencies for 2009 ValidatedNear Ready CDTA LI Bus MNR MTA Bus NFTA NYCT Bus & Rail RGRTA LIRR Westchester / Bee-Line Work in Progress CENTRO CoachUSA WDMS Users

SDP Library Available at: ea/rstwg/docs.html Password Protected for SDP RSTWG members

Library Categories SDP and SCP XML Schemas SDP Concept of Operations / Functional Requirements SDP Guidance Quick Start Part 1: Executive Summary Part 2: SDP Requirements Guidance Document Part 3: SDP Programmers Manual Statewide Deployment Plan

Part 2: SDP Guidance Chapter 1: SDP Requirements Guidance Overview Chapter 2: SDP XML Schema Model Overview Chapter 3: SDP Conceptual Reference Model Overview Chapter 4: Agency Registration Branch Chapter 5: Service Branch Chapter 6: Transit Network Branch Chapter 7: Transit Gazetteer Branch Chapter 8: Transit Facility Branch Chapter 9: Schedule Calendar Date, Day Type and Versioning Issues

Part 2: SDP Guidance (cont) Chapter 10: Advanced Topics 10.1 Route and Timetable Header 10.2 Transfers: Transfer Cluster and Connection Segment; and Event Connection 10.3 Service and Block 10.4 Route Grouping Chapter 11: Conformance Requirements related to SDP XML Document Appendices Appendix A: Special Considerations for Rail Transit Appendix B: Glossary and Acronyms Appendix C: Resources Appendix D: Notation for the Conceptual Data Reference Model

Part 3: SDP Programmer’s Manual Overview (to Programmer’s Guide) A Guide to Translating Native Data to SDP Appendix A: SDP Guidance XML Template (includes code lists and element definitions) Guidance on Building a Physical Database from the SDP with MS Access Database with Conceptual Data Reference Model (in cdm format for Sybase PowerDesigner) Tutorial on the SDP XML Schema Application Design Reference Manuals SDP and Metadata with SDP XML Metadata Schema

Data Mapper Scripts / Applications Data Mapper Scripts Long Island Bus to SDP (LIBus2Sdp) Bee-line to SDP (Beeline2Sdp) MTABus Based on data extracts from the WDMS (WDMS2Sdp) NYCT Bus to SDP (STIF2Sdp) NYCT Rail to SDP (RTIF2Sdp) Rochester, Capital District, and Niagara Regions (Gtfs2Sdp) SDP XML to SDP (Xml2Csv) Data Validation of SDP csv format (CheckSDPcsv) SDP Document to GTFS files (Sdp2gtfs) Applications Timetable Publisher (TriMet) Dynamic Timetable Generator

SDP Production Cycle Level 1 Registration / Validation Level 2 Integrity Checking Level 3 Integration Level 1 Check correct syntax, valid values, file complete Level 2 Check logical consistency (keys, dates, business rules) Level 3 Integrate metadata, configuration information for storage and cataloging

Downstream User: TRIPS123

Automated Registration of SDP Documents FUTURE: Prototype Version Native Data ftp batch process Login process Process SDP Validate and Confirm

High Level SDP Maintenance Requirements Description of General Requirements Develop and maintain an inventory of programs, procedures and documentation needed for the successful use of the SDP by Transit Operators and technical staff Identify standard, reoccurring maintenance activities and special or lower frequency maintenance events. Determine the timing of a standard maintenance cycle Determine the roles and responsibilities for standard maintenance activities. Determine the regional process for changing the requirements of the SDP and implementing them. The proposed steps in the process that need to be defined include the following: Submission, Evaluation, Revision, Final Approval and Rollout. Identify the committee that supports the change process, including the membership, roles and responsibilities.

High Level SDP Maintenance Requirements Determine the timing of a standard maintenance cycle Identify a preliminary list of events and conditions that might trigger a need to update the SDP requirements. Develop criteria for determining which updates, changes and ongoing maintenance activities can be fast tracked and completed by the project’s maintenance team, without proceeding through the full regional assessment and approval process. Identify a mechanism for encouraging the submission of “lessons learned” and incorporating key points as appropriate into the SDP Users Manual and the SDP Maintenance Plan. Develop a process for further delineating roles and responsibilities as the usage of the SDP expands, and as budgets, agencies and requirements change. Maintain a Change Log, so the history and sequence of changes is understood and can support recovery of the system, if needed. Ensure that the budget process supports the needed staffing, tools and training

Update Procedures 1. Submission 2. Evaluation 3. Revision 4. Final Approval 5. Rollout Plan

SDP RSTWG Roles & Responsibilities SDP RSTWG will review all proposed changes to the SDP Functional Requirements and related Implementation Methods (e.g., SDP XML Schema). Changes will be approved by at least a 2/3rds majority of RSTWG members. If a member is not present, then they shall be given an additional week to vote on the Group’s approach to the change request. A change request may be postponed to the next meeting. A request for a significant change will necessitate a proposal to NYSDOT. A significant change is one deemed “significant” by the RSTWG.

Events & Conditions that Trigger Changes Needed by new or revised downstream applications Errata or correction to previous version SDP requirement changed or needed to be constrained, refined, or updated

Criteria for Determining Update Will not significantly impact the validity of previous SDP Schema versions (e.g., the change is “upwardly compatible”)

Current Update Recommendations from NGTSIP Wiki Page and other issues Potential Issues Multiple day types in Trip element Schedule Calendar XML Schema Pattern and short turn trips Exact match of Pattern.eventList and Trip.tripTimeList