READ Frequent User Training March - June, 2007 Presented by: Office of Environmental Information

data sets program system data applications substances value domains facilities terms XML data sets metadata 2 Purpose and Training Objectives Purpose: To prepare you to enter data into READ. By the end of today’s training, you should:  Understand the purpose and benefits of READ  Be familiar with the content of READ  Understand the process for registering a new information resource in READ  Be prepared to enter data into READ  Know how to search for information resources in READ

data sets program system data applications substances value domains facilities terms XML data sets metadata 3 Housekeeping  Training schedule and breaks  Training environment database  Optional Administrator Training  Facilities/restrooms This presentation and other reference materials will be available from READ.

data sets program system data applications substances value domains facilities terms XML data sets metadata 4 Agenda  READ Introduction:  What is READ?  Benefits of READ  Navigating in READ  What is EPA’s Portal?  READ Buttons and Icons  READ Basics  Scenarios and Exercises:  Creating a New Info Resource Record  Simple Search / Add to Favorites  Filling out an Information Resource Record in READ  More Searching  Portal Reports  Other References and Links

data sets program system data applications substances value domains facilities terms XML data sets metadata 5 READ Introduction: What is READ?  The Registry of EPA Applications and Databases (READ) serves as a catalog of Environmental Protection Agency (EPA) information resources.  READ satisfies OMB’s requirement that the Agency maintain a system inventory  READ also can benefit the EPA by:  Improving visibility and management of information resources  Providing a consistent, authoritative number of systems for reporting  Supporting enterprise architecture

data sets program system data applications substances value domains facilities terms XML data sets metadata 6 Who would use READ? Information Resource Owners, Program Managers, Information Management Officers:  for maintaining current and consistent descriptive information that supports several processes.  for ensuring IT resources are meeting requirements  for determining which information resources support various initiatives Enterprise and System Architects, Business and Program Analysts, Project Managers and Developers:  for identification, tracking, description and classifications of information resources  for discovery for reuse Technical Information Security Staff, FOIA Staff, Office of General Council (OGC), Office of Inspector General (OIG), Privacy Officers, E-Authentication representatives, Data Standards Administrators:  for tracking and evaluating compliance with various requirements (security, Privacy Impact Assessment, data standards, FOIA)

data sets program system data applications substances value domains facilities terms XML data sets metadata 7 READ Introduction: Benefits of READ READ supports EPA's metadata vision:  To create and store information resource metadata in one place  To improve the quality and consistency of information resource metadata  To promote reuse of information resource metadata  To reduce duplication of data entry

data sets program system data applications substances value domains facilities terms XML data sets metadata 8 READ Introduction: Benefits of READ  Privacy Impact Assessments  e-Authentication  Enterprise Architecture  Data Standards  Investment (CPIC Lite)  Security (FISMA, ASSERT)  System Life Cycle Policy Data entered in READ supports the following programs:

data sets program system data applications substances value domains facilities terms XML data sets metadata 9 READ Introduction: Benefits of READ  Provides many ways to search for and discover information resources  Links an information resource record to its data dictionary held in EPA’s Environmental Data Registry (EDR) if the Data Dictionary exists in EDR.  Identifies interfaces between information resources  Example: IRMS interfaces with IFMS  Identifies subsystems/modules  Example: EDR is a subsystem of SoR

data sets program system data applications substances value domains facilities terms XML data sets metadata 10 Agenda  READ Introduction:  What is READ?  Benefits of READ  Navigating in READ  What is EPA’s Portal?  READ Buttons and Icons  READ Basics  Scenarios and Exercises:  Creating a New Info Resource Record  Simple Search / Add to Favorites  Filling out an Information Resource Record in READ  More Searching  Portal Reports  Other References and Links

data sets program system data applications substances value domains facilities terms XML data sets metadata 11 What is EPA’s Portal? EPA’s Portal uses new technology to serve as:  a starting point to a suite of commonly used services, such as the Web, applications, tools, search engines  a single point of entry to customized information to make better informed decisions

data sets program system data applications substances value domains facilities terms XML data sets metadata 12 Exercise: Logon to EPA Portal  Logon to EPA Portal Let’s Try It!

data sets program system data applications substances value domains facilities terms XML data sets metadata 13 Where is READ? EPA Portal portal.epa.gov IT Governance Support System (ITGSS) READ

data sets program system data applications substances value domains facilities terms XML data sets metadata 14 Exercise: Logon to READ  Go to ITGSS and READ Let’s Try It!

data sets program system data applications substances value domains facilities terms XML data sets metadata 15 READ Buttons and Icons Collapse Portlet The Collapse icon will minimize a portlet. Restore Portlet The Restore icon will maximize a collapsed portlet. Add to Favorite Information Resources The Add to Favorite icon will add an information resource to your favorite information resources. Delete The Delete icon will delete a selected item from a list. This icon is typically displayed on lists that you can customize such as the My Favorite Information Resources portlet. Refresh Portlet The Refresh icon will force a refresh of the information within a portlet. Go back to previous screen The Go Back icon will take you back to the previous portlet screen. Full Record Print The Full Record Print icon gives you a printable view of all the information contained within an Information Resource record. The following table lists buttons and icons that are commonly found in READ:

data sets program system data applications substances value domains facilities terms XML data sets metadata 16 READ Buttons and Icons Save This button will save the information that has been entered on the current page. Add row This button will add a new, blank row to the bottom of the list. This button does not save existing data on a tab page. Search This Search icon will launch a search page to find information for a particular field. This icon will be available when searching for contacts, organizations, information resources, and architecture reference model information. Only those users with edit access will be able to select a value from the search page. Other users will be able to read the search page. Reference The Reference icon will launch a reference page that provides additional information such as data standards details or a data dictionary. READ Admin Field The READ Admin Field icon signifies that the field can only be edited by a READ Administrator. Show Info The Show Info icon provides an overview, field definitions, and pick list definitions for each section of READ. Create New Information Resource The Create icon will launch a window that will allow you to request the creation of a new information resource record in READ. The info resource record will be reviewed by a READ Admin before being added to READ.

data sets program system data applications substances value domains facilities terms XML data sets metadata 17 READ Basics: Home Page  Allows a READ User to:  Request creation of new READ record  See My Favorites Info Resources  See READ-specific Task List  Search for information resources

data sets program system data applications substances value domains facilities terms XML data sets metadata 18 Agenda  READ Introduction:  What is READ?  Benefits of READ  Navigating in READ  What is EPA’s Portal?  READ Buttons and Icons  READ Basics  Scenarios and Exercises:  Creating a New Info Resource Record  Simple Search / Add to Favorites  Filling out an Information Resource Record in READ  More Searching  Portal Reports  Other References and Links

data sets program system data applications substances value domains facilities terms XML data sets metadata 19 Creating a New Information Resource Record  READ Admin will register new information resources and will verify that:  The record is not a duplicate of an existing READ record  The acronym is not already in use  The descriptions are sufficient

data sets program system data applications substances value domains facilities terms XML data sets metadata 20 Creating an Information Resource Record

data sets program system data applications substances value domains facilities terms XML data sets metadata 21 Information Resource Request  Allows a READ User to enter basic information and to submit a request to create a new information resource record in READ  Important Notes:  Person Search  Organization Search  Everything is required except External Point of Contact and Comments  Description should describe data collected (for PIA purposes)

data sets program system data applications substances value domains facilities terms XML data sets metadata 22 Exercise: Create a new information resource  Log into ITGSS and go to the READ home page.  Click on the Create New Info Resource link  Fill out the required fields and click Submit  Return to READ home page and refresh Task List to see new request Let’s Try It!

data sets program system data applications substances value domains facilities terms XML data sets metadata 23 Agenda  READ Introduction:  What is READ?  Benefits of READ  Navigating in READ  What is EPA’s Portal?  READ Buttons and Icons  READ Basics  Scenarios and Exercises:  Creating a New Info Resource Record  Simple Search / Add to Favorites  Filling out an Information Resource Record in READ  More Searching  Portal Reports  Other References and Links

data sets program system data applications substances value domains facilities terms XML data sets metadata 24 Information Resource Record Overview  Banner (see above) contains general functionality that can be performed on the information resource  Banner indicates whether you have edit or read-only access to the record

data sets program system data applications substances value domains facilities terms XML data sets metadata 25 Exercise: Simple READ Search  Perform a simple search for your information resource  Enter Acronym  Add to My Favorite Info Resources  Go back to READ Home and Refresh Favorite Info Resources Let’s Try It!

data sets program system data applications substances value domains facilities terms XML data sets metadata 26 Agenda  READ Introduction:  What is READ?  Benefits of READ  Navigating in READ  What is EPA’s Portal?  READ Buttons and Icons  READ Basics  Scenarios and Exercises:  Creating a New Info Resource Record  Simple Search / Add to Favorites  Filling out an Information Resource Record in READ  More Searching  Portal Reports  Other References and Links

data sets program system data applications substances value domains facilities terms XML data sets metadata 27 Edits special fields/tabs Edits assigned records Edits any record Read-only, any record Read-only, limited data User Roles in READ  READ Administrator  Information Management Officer  READ Information Resource Steward  Security Officer  Privacy Officer  E-Authentication Manager  General Internal User  Public User

data sets program system data applications substances value domains facilities terms XML data sets metadata 28 General / Description  Allows a READ user to enter or view basic identifying information about an information resource  Important Points:  Short Title vs. Title  Short Description vs. Description  EIMS Entry ID  Locked fields

data sets program system data applications substances value domains facilities terms XML data sets metadata 29 Exercise: Filling out your information resource record  Open your information resource  Add data for the information resource on the following tab pages:  General / Description – fill out all of this page and look at Show Info Let’s Try It!

data sets program system data applications substances value domains facilities terms XML data sets metadata 30 General / Keywords  Allows a READ user to enter or view keywords, which define relevant topic areas that will apply to the information resource for searching purposes For more information, see the Training Reference Materials

data sets program system data applications substances value domains facilities terms XML data sets metadata 31 General / Contacts  Allows a READ user to enter or view contacts and organizations associated with the information resource  Important Points:  Primary READ Information Resource Steward  Information Management Official (IMO)  Primary Managing Organization

data sets program system data applications substances value domains facilities terms XML data sets metadata 32 General / Access  Allows a READ user to edit or view information about access to the information resource  Important Points:  Data Accessible to the Public  Browser Based  Authentication Required for End Users

data sets program system data applications substances value domains facilities terms XML data sets metadata 33 General / Life Cycle  Allows a READ user to view and edit information related to the life cycle of the information resource  Important Points:  Life cycle phase  Additional details

data sets program system data applications substances value domains facilities terms XML data sets metadata 34 General / Investment  Allows a READ user to view how the information resource relates to CPIC or CPIC Lite investments  Important Points:  Non-editable in READ  Fields on this tab page may be auto-populated through an integration with eCPIC in a future release of READ

data sets program system data applications substances value domains facilities terms XML data sets metadata 35 General / Users  Allows the READ user to view and record information about the users and customers of the information resource  Important Points:  Users can be categorized at a high level or down to a fairly low level  Customers also can be indicated on this tab page

data sets program system data applications substances value domains facilities terms XML data sets metadata 36 General / Comments  Allows a READ user to add, view, or delete a comment related to an information resource For more information, see the Training Reference Materials

data sets program system data applications substances value domains facilities terms XML data sets metadata 37 General / Tags  Allows a READ Information Resource Steward, IMO, or Administrator to define tags for the information resource  Important Points:  Tags are words or abbreviations (alphanumeric) that are used to categorize the information resource.  For example, use tags to flag the records needed for a data call by entering “IGRPT” in one of the tag fields

data sets program system data applications substances value domains facilities terms XML data sets metadata 38 Interdependencies / Interfaces to Other Info Resources  Allows a READ user to enter or view interfaces with other information resources  Important Points:  Search for interfacing information resource  Push/Pull/Both  Description

data sets program system data applications substances value domains facilities terms XML data sets metadata 39 Interdependencies / Subsystems and Relationships  Allows a READ user to enter or view relationships between information resources  Important Points:  Search for related information resource  Dataset Time Sequence

data sets program system data applications substances value domains facilities terms XML data sets metadata 40 Mission Support / Strategic Plan  Allows a READ user to enter and view associations between the information resource and Strategic Plan Goals, Objectives and Sub-Objectives For more information, see the Training Reference Materials

data sets program system data applications substances value domains facilities terms XML data sets metadata 41 Mission Support / Initiatives  Allows a READ user to enter and view associations between the information resource and various management initiatives such as eGov or President’s Management Agenda (PMA) For more information, see the Training Reference Materials

data sets program system data applications substances value domains facilities terms XML data sets metadata 42 Mission Support / Statutes  Allows a READ user to enter and view associations between the information resource and statutes For more information, see the Training Reference Materials

data sets program system data applications substances value domains facilities terms XML data sets metadata 43 What is Enterprise Architecture? Strategic Layer Business Layer Data Layer Applications Layer Technology Layer Mission, Goals, Objectives, Performance Measures Lines of Business, Sub-Functions, Business Processes, Business Rules, Security Rules and Policies Data Models and Relationships, Data Repositories, Security Models and Access Controls System of Registries, Business Solutions, Applications, Service Components, Security Components, Security Applications Standard Enterprise-Technologies, Security Technologies and Hardware Major EPA/EA Elements EA is a macro-picture of EPA’s processes, information and technologies that support EPA’s Mission

data sets program system data applications substances value domains facilities terms XML data sets metadata 44 Architecture / Business  Allows a user to view or update the Federal or EPA Business Reference Model (BRM) items that map to the information resource  Important Points:  A primary BRM item must be selected  Additional (secondary) BRM items can be selected.  Architecture Reference Model Hierarchy page

data sets program system data applications substances value domains facilities terms XML data sets metadata 45 Architecture / Service  Allows the user to identify those elements of the Federal Service Reference Model to which the information resource applies For more information, see the Training Reference Materials

data sets program system data applications substances value domains facilities terms XML data sets metadata 46 Architecture / Data  Allows the user to identify those elements of the EPA Data Classification Model that are used by the information resource For more information, see the Training Reference Materials

data sets program system data applications substances value domains facilities terms XML data sets metadata 47 Architecture / Technology  Allows the user to identify those elements of the Federal Technical Reference Model to which the information resource applies  Important Points:  Additional Technology details

data sets program system data applications substances value domains facilities terms XML data sets metadata 48 Exercise: Filling out your information resource record  Open your information resource  Add data for the information resource on the following tab pages:  Architecture / Business – enter at least one subfunction Let’s Try It!

data sets program system data applications substances value domains facilities terms XML data sets metadata 49 What are Data Standards?  Data Standards are documented agreements on representations, formats, and definitions of common data.  Data standards improve the quality and share-ability of environmental data by:  Increasing data compatibility for aggregation and/or integration  Improving the consistency and efficiency (quality) of data collections or databases  Reducing data redundancy and costs

data sets program system data applications substances value domains facilities terms XML data sets metadata 50 Data Standards  Allows a READ user to record the applicable data standards for the information resource and the details about the status of the information resource in complying with those data standards  Important Points:  Conformity Review Section  Display Section  Entry and Edit Section

data sets program system data applications substances value domains facilities terms XML data sets metadata 51 Exercise: Data Standards Exercise  Add the Contact Information standard, Version 2.0  Read reference info about the data standards by clicking the binoculars.  Choose a Conformance Status of “In Process”  Enter a Planned Completion Date  Save and look for Contact in the Display Section Let’s Try It!

data sets program system data applications substances value domains facilities terms XML data sets metadata 52 Documents  Allows a READ user to load and view documents related to the information resource  Important Points:  Document Type  Document Title  Document Creator Name  Document Date

data sets program system data applications substances value domains facilities terms XML data sets metadata 53 Info Resource Reviews / READ Review  Allows a READ user to view or record ratings of the data quality of the READ record for the information resource.  Important Points:  IMO assesses data quality Completeness of READ record Validity of information in READ  Assigns a high, medium, low rating  Can enter multiple assessments over time

data sets program system data applications substances value domains facilities terms XML data sets metadata 54 Info Resource Reviews / FISMA  Allows a READ user to view FISMA-related information for the information resource  FISMA-related data visible in READ may be auto-populated or loaded through an integration with ASSERT in a future release of READ For more information, see the Training Reference Materials

data sets program system data applications substances value domains facilities terms XML data sets metadata 55 Info Resource Reviews / E-Authentication  Allows a READ user to record basic information about an e-Authentication assessment for the information resource  E-Authentication data visible in READ may be auto-populated or loaded through an integration with a new e-Authentication Module in a future release of READ For more information, see the Training Reference Materials

data sets program system data applications substances value domains facilities terms XML data sets metadata 56 Info Resource Reviews/ Privacy Impact Assessment  Allows a READ user to record basic information about a Privacy Impact Assessment for the information resource  PIA-related data visible in READ may be auto- populated or loaded through an integration with a new PIA Module in a future release of READ. For more information, see the Training Reference Materials

data sets program system data applications substances value domains facilities terms XML data sets metadata 57 Agenda  READ Introduction:  What is READ?  Benefits of READ  Navigating in READ  What is EPA’s Portal?  READ Buttons and Icons  READ Basics  Scenarios and Exercises:  Creating a New Info Resource Record  Simple Search / Add to Favorites  Filling out an Information Resource Record in READ  More Searching  Portal Reports  Other References and Links

data sets program system data applications substances value domains facilities terms XML data sets metadata 58 Home Page / Searching  Keywords and/or title, acronym - Air  Info Resource Type - Models  Organization – OWOW  Reference Models (Business) – ( )

data sets program system data applications substances value domains facilities terms XML data sets metadata 59 Exercise: Search for information resources  Find a resource within OEI.  Find all resources in the Development or Acquisition phase of the system life cycle.  Find a resource within OAR, that is in the Operations and Maintenance phase of the system life cycle, and Business function – (Pollution, Prevention & Control). Let’s Try It!

data sets program system data applications substances value domains facilities terms XML data sets metadata 60 Agenda  READ Introduction:  What is READ?  Benefits of READ  Navigating in READ  What is EPA’s Portal?  READ Buttons and Icons  READ Basics  Scenarios and Exercises:  Creating a New Info Resource Record  Simple Search / Add to Favorites  Filling out an Information Resource Record in READ  More Searching  Portal Reports  Other References and Links

data sets program system data applications substances value domains facilities terms XML data sets metadata 61 READ Portal Reports  Presented to the user through two tab pages:  Reports – Graphic  Reports – Tabular  Include internal and shared resources only  Exclude information resources that have been terminated

data sets program system data applications substances value domains facilities terms XML data sets metadata 62 READ Portal Reports: Graphic  FIPS-199 Information Resource Type Summary  FISMA Applicability Summary  E-Authentication Required  READ Completeness Status  READ Validity Status

data sets program system data applications substances value domains facilities terms XML data sets metadata 63 READ Portal Reports: Tabular  Information Resources by Primary Managing Org and Life Cycle Phase  Information Resources by Organization with Type, FIPS Status, and CPIC Category  READ Data Quality Review  Privacy Impact Assessment Detail  e-Authentication Risk Assessment Detail  Information Resources by Investment

data sets program system data applications substances value domains facilities terms XML data sets metadata 64 READ Portal Reports Filtering  Reports can be filtered by the following criteria:  Primary Managing Organization  Official Inventory System (included in official agency counts of systems)  Info Resource Type  Filter selections will filter all of the reports on the tab page

data sets program system data applications substances value domains facilities terms XML data sets metadata 65 Agenda  READ Introduction:  What is READ?  Benefits of READ  Navigating in READ  What is EPA’s Portal?  READ Buttons and Icons  READ Basics  Scenarios and Exercises:  Creating a New Info Resource Record  Simple Search / Add to Favorites  Filling out an Information Resource Record in READ  More Searching  Portal Reports  Other References and Links

data sets program system data applications substances value domains facilities terms XML data sets metadata 66 Other References and Links  READ Training Reference Materials: Available online from READ  EPA Portal portal.epa.gov portal.epa.gov  System of Registries  Public version of READ  Enterprise Architecture intranet.epa.gov/architec/ intranet.epa.gov/architec/  Privacy Impact Assessments  Data Standards iaspub.epa.gov/edr/epastd$.startup iaspub.epa.gov/edr/epastd$.startup  EIMS

data sets program system data applications substances value domains facilities terms XML data sets metadata 67 Purpose and Training Objectives Purpose: To prepare you to enter data into READ. By the end of today’s training, you should:  Understand the purpose and benefits of READ  Be familiar with the content of READ  Understand the process for registering a new information resource in READ  Be prepared to enter data into READ  Know how to search for information resources in READ