U.S. General Services Administration Collaborative Expedition Workshop #72 April 30, 2008 Exploring Identity Management: Global Landscape and Implications for Stakeholder Engagement Around the National Response Framework Susan Turnbull, GSA, Co-chair, Emerging Technology Subcommittee and Co-chair, Social Economic and Workforce Implications of IT, Subcommittee on Networking and IT R&D

2 Collaborative Expedition Workshops Purpose: Monthly open workshops to transcend insularity, encourage collaboration and demonstrate promising capabilities emerging from IT research and development Organize around common purpose, larger than any institution, to appreciate potentials and realities Improve quality of dialogue and collaborative prototyping at intergovernmental crossroads Participants, representing many forms of expertise, return to their settings with a larger perspective of the “whole”

3 Collaborative Expedition Workshops Create conducive conditions for “Breakthrough” Innovations Need to Know -> Need to Share -> Build to Share To be Informed (not Overwhelmed) –by the Combined Complexity of our multiple forms of Expertise Communities of Practice Agile Framework for Building Intergovernmental Services Open Collaboration, Open Standards

4 VASA – 1628 In design we either hobble or support people’s natural ability to express forms of expertise.

5 Building Sustainable Stewardship Practices Across Communities Collaborative Expedition Workshops and Collaborative Work Environment ( Co-sponsors: –1. GSA's Intergovernmental Solutions Office –2. Emerging Technology SC (ETSC), Architecture and Infrastructure Committee of the Federal CIO Council – –3. Subcommittee on Networking and Information Technology R & D (NITRD) and Social, Economic and Workforce Implications of IT and IT Workforce Development (SEW) Coordinating Group, NITRD –

6 Emerging Technology Subcommittee (ET SC), CIO Council Tuning ET Together From Stovepipes to Wind Chimes Purpose: “Incubator” organizing process to accelerate shared discovery, maturation, and validation of community-based capabilities. Common understanding of scenarios Greater foresight and discernment Improved collaboration Sustainable life-cycles

7 Emerging Technology Subcommittee - ET SC Key FY08 Activities 1.Conduct Collaborative Expedition Workshops with GSA and Subcommittee on Networking for IT Research and Development 2.Conduct ET Life-cycle process – (StratML)StratML ET SC Co-chairs Susan TurnbullRichard Spivack

8 Key FY08 Activities 1. Conduct Collaborative Expedition WorkshopsCollaborative Expedition Workshops Purpose: Monthly open workshops to encourage collaboration among government and community implementers of IT and to demonstrate promising capabilities emerging from IT research that aligns with FEA principles “Facilitate strategic dialogue among communities of interest. Through the Expedition Workshops, sponsored by AIC, interested participants experience and learn about new opportunities to adhere to sound architectural principles and implement shared, service- oriented solutions.” from CIOC Strategic Plan Leadership in virtual collaboration (i.e. Data Reference Model, Geospatial Profile) Key FY08 Activities/Deliverables 1.Organize around business scenarios from ET.gov & IT R&D communities that address CIOC Strategic Plan and Architecture Principles for the US Government.IT R&D communities 2.Organize around CIO requests. ET SC co-chairs SEW CG co-chairs Susan Turnbull, ET SC Susan Turnbull, SEW Richard Spivack, ET SC Suzi Iacono, SEW

9 Key FY08 Activities 2. Conduct Purpose: “Continue to develop more efficient and effective methods for sharing information on emerging technologies.” CIOC Strategic Plan ET.gov stages: 1. Identification: anyone registers ET component using XML schema 2. Subscription: community forms around high potential component 3. Stewardship: community recognized by ET SC (i.e. IPv6, StratML)StratML 4. Graduation: component recognized by Services SC for inclusion in CORE.gov Key FY08 Actions 1.Explore partnering with other federal settings involved in technology evaluation and transfer 2.Conduct Collaborative Expedition workshops to support networking among ET communities Contact Information Jim Disbrow, Program Mgr. Susan Turnbull Spivack,

10 Lessons Learned Connecting the Cultural DOTs - Dialogue, Openness, Transparency 1. Create environment to appreciate the “whole picture” – transcend insularity 2. Practice plausible scenarios “on Purpose” –Monthly public workshops, no fee, supports remote participants (shared screen, chat room) and public archive, including audio files, discussion forum –Assume strategic leadership roles while “thinking out loud together” 3. Shared Purpose is the organizing force in public workshops –Purpose that is larger than any organization – including government; influences structure and participation more than lines of control

11 Lessons Learned – Summary of Purpose Improved Ability to Appreciate the Whole Picture –overcome cultural differences in order to increase returns and decrease risk Improved Ability to Engage in Sustained Dialogue –low-cost, low risk opportunities to dialogue and exchange views on emerging issues, enabling trust and mutual sense of purpose to meet future challenges together Improved Resource Allocation Process for Achieving Results –find common ground and shared understanding across funding, implementation, and accountability processes, to eliminate delays, disincentives, and indecisiveness from non-aligned processes

12 Lessons Learned – Organizing via Communities of Practice Collaborative Space Augments  Solid Past contributions and conversations always available Content never lost, wiki changes visible/ accountable by name High confidence level in 24/7 availability Hosted on high performance infrastructure Platform independent Any file format in shared repository fine-grained access – “virtual pointer on infinite whiteboard“ (persistent identifiers) People’s Natural Ability for Dialogue and Sharing Fluid Augments flow of purposeful conversations Sharing is paramount Context advances understanding Supports quality of dialogue, openness and transparency needed to build trust Supports CoP planning and development of events and documents Uses only everyday tools: phone and browser Open or closed communities Community sets the pace

13 Key Findings Building Sustainable Stewardship Practices Across Communities FY03 - Agile business components not easily discovered by e- government managers resulting in lost opportunities FY04 - Emerging Technologies (web services, grid computing, and semantic web) to tune up Innovation Pipeline with better linkages. FY05 - Collaborative Work Environment (including wiki) expands effective networking across intergovernmental communities FY06-07 – Diverse Communities co-organizing the workshops FY08- Practicing alignment with “real” national scenarios and joint workshops with NITRD Subcommittee Coordinating Groups ( Networking for Multiplicative Returns) –Building shared understanding of fundamental concepts needed for communities representing diverse forms of expertise, to work together to leverage toward improved citizen service delivery at lower cost.

14 Going Forward: From Stovepipes to Wind-Chimes "Frontier Outpost" to open up quality conversations, augmented by “light-weight” tools, to leverage collaborative capacity of united, but diverse sectors of society, seeking to discover, frame, and act on national potentials. 71 workshops since March, participants per workshop, many Communities of Practice Wiki, shared files, discussion forum, chat room, shared screen display FY06: 1.1 million visits to site, 3.88 million file downloads, FY07: 1.7 million visits to site, 5.62 million file downloads FY08 Alignment: Networking for Multiplicative Returns –Building shared understanding of fundamental concepts needed for communities representing diverse forms of expertise, to work together to leverage toward improved citizen service delivery at lower cost.

15 Common Workshop Questions How can multiple Communities of Practice (CoP) organize around common mission needs to build shared understanding in a manner that encourages creativity, trust, agility, and greater value from assets? How can shared understanding around urgent cross-boundary scenarios be accelerated and what is the role of collaborative prototyping? How can maturing, light-weight (Web 2.0) tools support governance and transformational potential of inter-organizational communities and their host institutions? Workshop Questions 2008Workshop Questions 2008

16 Today’s Workshop Issues 1. As "build to share" cyberinfrastructures (i.e. collaboration workspaces) are advanced to address international and national challenges, what identity management issues (i.e. trust, privacy, accountability, attributes, etc.) must be addressed? 2. What are the Identity Management challenges that need to be addressed to incorporate attributes that contribute to "Preparedness metrics" in the National Response Framework?

17 Today’s Workshop Issues 3. Draft scenario for this workshop: regional, multi-state disaster management actions are being invoked and relevant parties, not all of whom are familiar with one another, need to be able to participate appropriately in "virtual, shared communication and collaboration space(s)" to advance two-way communications, situational awareness, documentation, and decision-support? Are we ready? a. Builds on need for greater transparency through a “capabilities-based” approach to preparedness that includes determining requirements for responding to all-hazards emergencies in the medical and public health sector. b. Supports deconstruction to standardized components and subcomponents (similar to fields, that will also "identify" items (equipment, etc.) with attributes, properties, and performance characteristics for an ontology that rolls-up to the composite picture needed

18 Today’s Workshop Issues c. Builds capability beyond the development of electronic health records and sharing of patient data, that would support the ability to fuse widely disparate information and assessment systems across Federal and state government settings, that in turn can be accessed by operational centers, program managers, and response personnel. d. Advances a robust, yet agile services-oriented architecture with the capacity to generate resource requirements during preparedness and response phases, match requirements to resources in conjunction with risk management principles, and capture best practices for iterative improvement.

19 Invitation to Upcoming Expedition Workshops May 20 – Certification for High Confidence (NSF, FDA, etc.) June 10 - Processing Ultra-Large Data Collections (NSF, NARA) July 15 - Peer Review and Scientific Knowledge validation August 19 - Broad Public Participation Sept. 16– Science of Science and Innovation Policy (NSF, DoE) (being developed with NITRD CGs) Contact Susan.Turnbull at gsa.gov Questions?? Discussion