SIMCorBSIMCorB 1 Policies and Procedures n Data administration and quality assurance standards, policies, and procedures (8.2.1) n User requirements for scientific IM (8.2.2) Organization Policy Systems Outreach

2 Data Administration and Quality Assurance Standards (SIMICP Project 8.2.1) Jeffrey Frithsen SIMCorB Meeting Las Vegas, NV February 22-24, 2000 SIMCorB Organization Policy Systems Outreach

SIMCorBSIMCorB 3 Project Description n Establish and implement a consistent set of DA/QA policies, procedures & standards: ä Project documentation and data administration ä Metadata standards ä Data element naming standards ä Taxonomic, chemical, and methods standards ä Records management and archival ä Configuration management ä Data security POLICY

SIMCorBSIMCorB 4 Expected Outcomes n Develop consistent approaches for information management supporting the entire life cycle of science projects n Establish what is expected from ORD principal investigators, management, and IT staff n Ensure no loss of data or information n Minimize duplicative efforts POLICY

SIMCorBSIMCorB 5 PROJECT LIFECYCLE Project Description Bibliographic Background Data Background EIMS New Data Model Results Documents and Reports Models & Tools OMIS Records Management POLICY

SIMCorBSIMCorB 6 Current Status n Participating in Agency data standards development and Interagency work groups n Development of ORD data administration guidelines as a SIMCorB Project not started n Initial efforts focused on development of data administration guidelines for EIMS n Survey and gap analysis of IM policies and standards in place at other federal agencies delivered in draft form Dec POLICY

SIMCorBSIMCorB 7 Product Maturation Availability EPA Only Public POLICY Internally reviewed data Team Only Product Maturity Raw data needing verification/validation Validated data ready for use by project teams PI Reviewed and released products

SIMCorBSIMCorB 8 Metadata Content Time and Effort Metadata Content Minimum needed to start record Minimum needed for published record Minimum required by Partner Minimum required by FGDC for NSDI POLICY

SIMCorBSIMCorB 9 Management & Resources n Project Lead: ä Jeff Frithsen (NCEA), 0.2 FTE n Project Team: ä DA/QA Subgroup (need to define participants) n Contract Support: ä Currently none; Activities planned for FY2000, pending resources ä Funding provided by NERL –FY00: 0.2 FTEFY03: 1 FTE –FY01: 1 FTEFY04: 0.5 FTE –FY02: 1 FTE POLICY

SIMCorBSIMCorB 10 Technical Approach - 1 n Identify policies, procedures and standards needed for scientific information management in ORD ä Ongoing through interaction with EIMS partners and SIMCorB REDAP work group n Document existing policies, procedures and standards ä Use existing Agency standards and applicable data policies and standards from other Agencies and organizations ISO ANSI NIST Agency ORD POLICY

SIMCorBSIMCorB 11 Technical Approach - 2 n Identify policies, procedures, and standards that need to be developed ä Interagency consistency is a goal ä ORD involvement promoted through SIMCorB REDAP and Outreach Sub-groups n Add procedures and standards needed to support interagency integration efforts ä FGDC (to be replaced by ISO) ä NSDI ä NBII POLICY

SIMCorBSIMCorB 12 Technical Approach - 3 n Selected targeted needs: ä Develop metadata standards for all types of objects (data, documents, models, projects, etc.) ä Develop procedures for peer review of metadata ä Establish standards for peer review and release of data ä Develop configuration management procedures ä Prepare data security plan POLICY

SIMCorBSIMCorB 13 Project Rationale n Lack of data standards guarantees incompatible systems or expensive conversion efforts n Common DA/QA standards and procedures ensure that science research products remain accessible and usable during and beyond the life of the project n Consistent DA/QA policies allow ORD to meet EPA quality goals, security standards, and national records management guidelines POLICY

14 User Requirements and Policy/Standards Development (SIMICP Project 8.2.2) Gary Collins SIMCorB Meeting Las Vegas, NV February 22-24, 2000 SIMCorB Organization Policy Systems Outreach

SIMCorBSIMCorB 15 Project Description n Develop approaches to identify, understand, and meet requirements and expectations of ORD staff for scientific IM n Develop mechanisms to increase staff involvement in strategic IM planning for ORD n Develop approaches for ORD staff review of projects supporting scientific IM POLICY

SIMCorBSIMCorB 16 Expected Outcomes n Comprehensive approaches to identify requirements for ORD scientific IM ensuring that IM efforts efficiently use evolving technologies to support ORD’s mission, research programs, and projects POLICY

SIMCorBSIMCorB 17 Current Status n General ORD IM requirements reflected in Implementation Coordination Plan n SIMCorB conference calls and meetings a forum to refine general requirements n EIMS team used to define a limited set of requirements focusing on metadata n Pilot requirements gathering workshop scheduled for Feb. 29 with Global Change Research team POLICY

SIMCorBSIMCorB 18 Management & Resources n Project Leads: ä Gary Collins (NERL), 0.2 FTE ä Jeffrey Frithsen (NCEA), 0.1 FTE n Project Team:TBD n Contract Support: ä Initial funding $40,000; Source NERL ä Resource estimates for contract support: –FY00: 1 FTEFY03: 1 FTE –FY01: 3 FTEFY04: 1 FTE –FY02: 3 FTE POLICY

SIMCorBSIMCorB 19 Technical Approach User Requirements n Continuous refinement of EIMSOngoing to meet partner requirements n Conduct pilot workshop with GlobalFeb n Develop project plan forApr future requirements workshops n Synthesize requirements gatheredTBD into needs to support ORD long-term interoperability POLICY

SIMCorBSIMCorB 20 Project Rationale n Without stated requirements from ORD staff, ORD cannot ensure that IM systems support the mission of ORD n Identified requirements make it possible to identify and measure IM goals n Clear user requirements is essential to develop commitments from management for coordinated IM policy POLICY