1. Collaborative Expedition Workshop #68 Dec
Collaborative Expedition Workshop #68 Dec. 11, 2007 Scientific Organizing, Knowledge Diffusion and Innovation: Tapping the Best Wisdom of the Past and Present to Inform our Shared Future
Susan Turnbull, GSA, Co-chair, Emerging Technology Subcommittee and Co-chair, Social Economic and Workforce Implications of IT,
The Collaboration Expedition Workshops are a place for individuals and CoPs to explore how to create, as DougEngelbart would say, "Frontier Outposts" to help us to collectively envision possibilities. When our different ways of seeing and being in the world can be attuned, we all experience a longer, clearer horizon for strategic, coordinated action.
The first workshop, in March 2001 was a simple brown bag lunch. GeorgeBrett shared with SusanTurnbull and several colleagues his perspective about tools to help individuals work in community. As of April, 2004, all-day workshops draw people together from multiple perspectives. Participants share a sense of purpose around societal challenges immune to tactics by single groups. The Expedition workshop story is being documented as a technological change process that goes beyond "technology-driven" change. By centering around people and the "whole system" challenges they organize around, IT design and development processes can mature with less risk and greater national yield of breakthrough performance innovations.

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

3. Building Sustainable Stewardship Practices Across Communities
Collaborative Expedition Workshops and Collaborative Work Environment Co-sponsors:
1. GSA's USA Services – Intergovernmental Solutions
2. Emerging Technology SC (ETSC), Architecture and Infrastructure Committee of the Federal CIO Council –
“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
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 –

4. Emerging Technology Subcommittee - ET SC
Tuning ET Together - From Stovepipes to Wind Chimes
Purpose: An “incubator” organizing process to accelerate discovery, maturation, and validation of capabilities that leverage FEA principles and priorities. The key components of charter :
Greater foresight and discernment as established and emerging technologies compete and converge
Longer life-cycles through market-based, open standards technologies
Common understanding of business scenarios to anticipate performance outcomes and mitigate risks.
Improve strategic foresight and collaboration capacity around strategic IT assets.
Key FY08 Activities
Conduct ET Life-cycle process
Conduct Collaborative Expedition Workshops with GSA and Subcommittee on Networking for IT Research and Development
ET SC Co-chairs
Susan Turnbull
Richard Spivack

5. Jim Disbrow, Program Mgr.
Key FY08 Activities
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)
4. Graduation: component recognized by Services SC for inclusion in CORE.gov
Key FY08 Actions
Explore partnering with other federal settings involved in technology evaluation and transfer
Conduct Collaborative Expedition workshops to support networking among ET communities
Contact Information
Jim Disbrow, Program Mgr.
Susan Turnbull
Richard Spivack,

6. ET SC co-chairs SEW CG co-chairs
Key FY08 Activities
2. Conduct Collaborative 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
Organize around business scenarios from ET.gov & IT R&D communities that address CIOC Strategic Plan and Architecture Principles for the US Government.
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

8. Collaborative Expedition Workshops Purpose
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”
De Tocqueville “Americans of all ages, all conditions, and all dispositions form associations. …In democratic countries the science of association is the mother of science; the progress of all the rest depends on the progress it has made.”
1. Mature open forum process in place - Crossroads for building trusted relationships and alignment among Communities of Practice (CoPs) and other stakeholders in light of shared goals to leverage EA.
a. New Communities of Practice to network with:
i. Federal Data Repository Users Group
ii. Interoperable Manufacturing - NIST
Grants.gov communities – toward uniform budget and financial reporting for recipients of grants from state and local governments
GEOINT community
SICoP/ Ontology Taxonomy Coodinating WG
Health IT Ontology Project
b. Additional Forum Partner: Human Computer Interaction and Information Management Coordinating Group, NITRD – November 8 joint workshop on information integration in light of complex legal and access sensitivities

9. Collaborative Expedition Workshops
Create conducive conditions for “Breakthrough” Innovations – from “Need to Know” -> “Need to Share” -> “Build to Share”
To be Informed (not Overwhelmed) by the Combined Complexity of our Multiple Forms of Expertise
Authoritative Communities of Interest/ Practice around Common Business Lines
Agile Framework for Building Intergovernmental Services
Emergence of Open Collaboration, Open Standards, Semantic Technologies
“In design, we either hobble or support people’s natural ability to express forms of expertise.” Prof. David D. Woods
To build common understanding of fundamental concepts needed for communities, representing diverse forms of expertise, to work together to leverage EA toward improved public service delivery at lower cost.
Leverages learning and collaborative prototyping around how emerging data sets, tools and services could be deployed within and across communities.
Facilitates socializing around emerging institutional components (open collaboration, governance for DRM evolution) and cyber-infrastructure components, currently under development by all the subcommittees of the AIC.
Creates conducive conditions for co-development of emerging institutional and cyber-infrastructure components in a problem -centered, cross-boundary context with greater potential for re-use and reduced risk (including lock-in, disconnected system costs)
Creates conducive conditions, through Communities of Practice, for agencies using the Performance Reference Model to identify performance improvement opportunities crossing traditional structures and boundaries.

10. Building Sustainable Stewardship Practices Across Communities
How can multiple Communities of Practice discover and organize around common mission needs to build shared understanding?
How can shared understanding around several select, urgent cross-boundary scenarios be accelerated?
What is the role of collaborative prototyping around emerging technology potential, in light of the Federal Enterprise Architecture's Reference Models?
c. New Processes:
i. practicing collaborative prototyping with real-world scenario as multiple CoPs/CoIs might do in the future (July 19, August 16 workshops with hands-on exercises)
ii. open virtual collaboration with open comment process
d. New Technology role
Lightweight tools that emphasize augmenting the capacities of communities to develop shared understanding around joint mission-related actions
e. New Questions
III. Building Collaboration Readiness / Discernment Questions:
1. How can multiple communities work together using relevant scenarios to build stewardship practices that support readiness and realization of a mission-driven, data-sharing network and architecture in light of the Data Reference Model?
2. How is the emerging maturity of notation systems generally, enabling multiple notation systems to reinforce and map to one another, while contributing to current demands for real-time readiness and visibility of the "whole picture"?
3. How can the capacities of trust, agility, and accountability be achieved through federated stewardship among communities still building common ground and understanding?
4. How can Communities of Interest define their identities, roles, and relationships in a manner that reinforces their individual and collective capacities?

11. Building Sustainable Stewardship Practices Across Communities
Key Findings:
FY03 - Agile business components in innovative settings not easily discovered by e-government managers, resulting in lost or delayed opportunities for all parties.
FY04 - Growing Opportunity to apply Emerging Technologies (web services, grid computing, and semantic web) to tune up Innovation Pipeline with better linkages.
FY05 - Collaborative Work Environment expands effective networking across intergovernmental communities and complements monthly Collaborative Expedition Workshops; validated efficacy with Data Reference Model Working Group
FY Networking Among Communities of Practice/ Interest with Communities co-organizing the workshops, provides conducive environment to build shared understanding toward joint action around promising technology potentials
Emerging Components Conference Series established in FY04 from FY03 findings
Five national dialogue conferences have been held: two at the White House Conference Center, one at the Washington DC Convention Center and two at MITRE
Conference #6, on June 13, held in conjunction with the First Data Reference Model (DRM) Public Forum.
FY04 findings
Business incubators (state economic development programs)
Innovation diffusion networks (SBIR, angel investors, etc.) and
Business intelligence centers with quality information about e-government and e-commerce gaps.
Semantic Interoperability CoP, Best Practices Committee
XML CoP, Architecture & Infrastructure Committee – http//:et.gov
IT R& D Communities
FY05 Joint OMB/AIC Data Reference Model initiative established – led by Mike Daconta, DHS, Susan Turnbull, Architecture and Infrastructure Committee Representative and Mary McCaffery, Federal Enterprise Architecture Program Management Office Representative
FY05 Collaborative Work Environment
June 13 – Quarterly DRM Public Forum and Emerging Components Conference
June 28 – Collaborative Expedition Workshop #41
July 19 – Collaborative Expedition Workshop #42
August 16 - Collaborative Expedition Workshop #43
September 23 - Collaborative Expedition Workshop #44
November 8 – Collaborative Expedition Workshop #45

12. Going Forward: From Stovepipes to Wind-Chimes
Value:
"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. 67 workshops since March, 2001
60-80 participants per workshop
> 20 Communities of Practice
FY07: 1.7 million visits to site, 5.62 million file downloads
FY08 Alignment: Networking for Multiplicative Returns
Putting it all together - Planning upcoming workshops together
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.
II. Open Forums and Quarterly Conferences to Socialize Emerging Institutional and Cyberinfrastructure Components
–        see
March 15 – Toward a National Unified Geospatial Enterprise Architecture: Seeing the Way Forward Together – 74 participants
May 17 - Building Discernment Across Communities: Seeing Through Complexity Together: Review of research findings on drivers of high performance collaborations and Community of Practice Use Cases – 50 participants
June 13 – Joint Meeting: First Quarterly DRM Public Forum and Sixth Quarterly Emerging Components Conference: Toward a Unified Data Reference Model: Seeing the Way Forward Together– 270 participants
June 28 –Open Standards for Government Information Sharing: Exploring DRM and Section 207d Congruence - 55 participants
July 19 –Designing the DRM for Data Visibility: Building Sustainable Stewardship Practices Together, Part 1 – 75 participants
August 16 –Designing the DRM for Data Accessibility: Building Sustainable Stewardship Practices Together, Part 2 – 93 participants
September 14 – Second Quarterly DRM Public Forum and Seventh Quarterly Emerging Components Conference
September 23 –Governance and Procurement Readiness Challenges in Future Service Oriented Architecture: Leveraging the Data Reference Model

13. Build on Recent Workshop Purpose and Questions
To explore the potentials and realities of innovative, Intergovernmental Practices for advancing dialogue between Government and Citizens in Support of Citizen-Centric Services.
1. What are the potentials and realities for Networking among Intergovernmental Communities of Practice and Communities of Interest (CoPs/ CoIs)? What role(s) can these Communities play as Innovation Catalysts in a Services Economy?
2. How can we establish new “norms” for collaborating together across institutional boundaries?
3. What are the national scenarios where distributed collaboration will be fundamental to national readiness and effective joint action by institutions?

14. Build on Recent Workshop: Purpose and Questions
4. How can we draw on strategic leadership communities and "best practices" to move toward more agile cyberinfrastructure that transcends the high costs of insularity and advance needed innovation?
5. What are the opportunities for leveraging greater transparency and openness to achieve mission agility and greater value from existing and future information assets?
6. What "light-weight" tools are needed to support emergent governance across intergovernmental communities? How can these tools bootstrap open collaborative development with the agility needed by intergovernmental communities and their individual host institutions?

15. Today’s Workshop Questions
1. What are the Public Good aspects of Scientific Organizing, Knowledge Diffusion, and Innovation being advanced in the Public Realm?
2. What institutions share a mission for improved science and innovation policy as reflected in strategic plans? See strategic plans rendered in StratML
3. What are the current and future contributions of light-weight aggregator tools for advancing discovery, shared understanding, and organizing that scales across individuals, communities of practice, and institutions? Examples in use by this workshop community include: wiki namesake pages, Emerging Technology Life-cycle ( process and Strategy Markup Language (StratML).
4. How can relevant science policy and innovation stakeholders tap “build to share” principles being advanced by forward-looking information stewardship organizations, including
a) Digital data and information communities advancing sound approaches for electronically stored information ( including librarians, curators, web content managers, ontologists, researchers, artists, historians, data managers, and records managers)
b) Open Standards bodies and consortia
c) Universities and university consortia
d) International stewardship associations
5. How do we create simulations to strategize and act effectively during during rapid growth – including the need for faster learning by multiple disciplines and using multiple scientific languages?

16. Today’s Workshop Questions
6. What strategies are emerging to advance the public's awareness and participation in science, global virtual collections, and scholarly knowledge infrastructures?
7. How do we build from the best of past scientific research and also draw upon generational differences in a manner that reinforces strengths?
8 What are the emerging strategies for advancing public web content, collections management, and scholarly knowledge infrastructures with the resilience to mitigate disruptions or degradations of service over time?
9. How do we provide the right sets of information flowing into and out of science-based, mission-rehearsal simulations, etc. so the policy nuggets travel up even when the learning is experiential?
10. What common messages for advancing science are resonant across communities with in-depth and diverse experience with distributed collaboration, collections development, and scholarly knowledge infrastructure?
11. What are the conducive conditions for the creativity and governance needed among networked scientific and scholarly communities so results and implications flow in a timely manner into science and and innovation policy channels?

17. Related Upcoming FY08 Workshop Themes
Emerging Cyberinfrastructure and
Peer Review
Identity Management
Broadened Public Participation
Transcending Socio-cultural boundaries in global settings: Navigating laws, customs, and history
Scientific Knowledge validation
Also, Sept workshop on the Science of Science and Innovation Policy being advanced by today’s workshop