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SIMCorBSIMCorB 1 Policies and Procedures n Data administration and quality assurance standards, policies, and procedures (8.2.1) n User requirements for.

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Presentation on theme: "SIMCorBSIMCorB 1 Policies and Procedures n Data administration and quality assurance standards, policies, and procedures (8.2.1) n User requirements for."— Presentation transcript:

1 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 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

3 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

4 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

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

6 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. 1999 POLICY

7 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

8 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

9 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

10 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

11 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

12 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

13 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 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

15 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

16 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

17 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

18 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

19 SIMCorBSIMCorB 19 Technical Approach User Requirements n Continuous refinement of EIMSOngoing to meet partner requirements n Conduct pilot workshop with GlobalFeb. 2000 n Develop project plan forApr. 2000 future requirements workshops n Synthesize requirements gatheredTBD into needs to support ORD long-term interoperability POLICY

20 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


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