1. FEA DRM Success Strategy Michael C. Daconta Metadata Program Manager February 3, 2005

2. Michael C. Daconta February 3, 2005 2 Speaker Introduction  DHS Metadata Program Manager  DHS Data Management Strategy  Expose and Exchange  Standardize and Govern  Integrate and Federate  Technical Lead of the DRM Working Group  In conjunction with the FEA PMO and CIO Council  See Karen Evans memo to CIO Council dated 12/22/2004  DHS Data Standards Representative for:  EO 13356 and HSPD 5, 6, 11  Author  See latest article on Formal Taxonomies at XML.com

3. Michael C. Daconta February 3, 2005 3 Agenda  The Big Picture …  Scope  Measures of Success  Implementation Plan  Schedule/Milestones  How you can Help!

4. Michael C. Daconta February 3, 2005 4 Copernican Shift Apps Data We had it all wrong…In the beginning… Put the “smarts” in the data… watch what happens… Apps

5. Michael C. Daconta February 3, 2005 5 Scope (1): Where we are today…  Volume 1 is released.  http://www.feapmo.gov http://www.feapmo.gov  Agency comments have been collected  Send your comments to susan.turnbull@gsa.gov susan.turnbull@gsa.gov  We plan on posting comments (without attribution) to a public site  DRM Working Group planning is underway  Broad participation including State and Local  Address Business and Technical Issues  Foster broad adoption and implementation  Satisfy the Presidential Orders/Directives

6. Michael C. Daconta February 3, 2005 6 Scope (2) : EO 13356 Strengthening the Sharing of Terrorism Information to Protect Americans  Section 1. Policy: “Agencies shall … give the highest priority to … interchange of terrorism information among between agencies and appropriate authorities of States and local governments [while protecting] the freedom … of Americans….”  Section 3. Preparing Terrorism Information for Maximum Distribution within Intelligence Community. IC Agencies shall set forth “standards for sharing of terrorism information by agencies within the Intelligence Community with [through DHS] appropriate authorities of State and local governments.”  Section 4. Requirements for Collection of Terrorism Information Inside the United States. Attorney General, Secretary for Homeland Security, and the DCI shall jointly submit their “recommendation on the establishment of executive branch-wide collection and sharing requirements, procedures, and guidelines for terrorism information to be collected within the United States, including, but not limited to, from publicly available sources, including nongovernmental databases.  Section 5. Establishment of the Information Systems Council. “The mission of the Council is to plan for and oversee the establishment of an interoperable terrorism information sharing environment to facilitate automated sharing of terrorism information among appropriate agencies….”

7. Michael C. Daconta February 3, 2005 7 Scope (3)  What are we trying to accomplish?  Revise DRM Volume 1  Respond to all comments  Add a glossary  Make Volume 1: Complete, Consistent and Cohesive.  See DRM for Information Sharing Brief  Complete the DRM  Volumes 2, 3 and 4  Correct Volume Strategy?  Enable Implementation of the DRM  Implementation Profiles  Foster Broad Government and Vendor Adoption

8. Michael C. Daconta February 3, 2005 8 Measures of Success  Two years after completion of the DRM, how will we decide if it is successful?  Enables Tangible Business Outcomes  EO 13356 and HSPD-11 are successfully implemented.  Shared spaces are more than portals  Number of interagency exchanges has increased dramatically  Taxonomies will be tailored to specific, narrow user communities.  Core registry is operational and effective in promoting reuse  Leaders can ask “Enterprise Questions” and get accurate cross-domain, cross-agency answers  How else will it improve Discovery, Integration, Relevance and Reuse?  See XML 2004 keynote slides  Real-time Relevance?  Please share with us your Measures of Success and Performance Metrics

9. Michael C. Daconta February 3, 2005 9 Implementation Plan (1)  Working Group Structure  Working Group Collaboration  Transparency  Broaden the Scope  Volume Strategy  Implementation Strategy  Metrics and Feedback Loop

10. Michael C. Daconta February 3, 2005 10 Plan: Working Group Structure  Three tiers  Public participation  Virtual  “Wiki”  Quarterly F2F Forums  Team participation  Stakeholders, Team Leads/Editors  Bi-Weekly Meetings  Business Sponsor Group  Executive Committee  Dispute Resolution  Weekly Meetings Public Teams Exec

11. Michael C. Daconta February 3, 2005 11 Plan: Working Group Collaboration  Wiki  Team Site and Public Site  The “writable” web  File Upload/Download  List-servs  drm-public  drm-team  drm-business  drm-mgt  Registry (or Registries)  Core.gov  Send us your registry requirements!

12. Michael C. Daconta February 3, 2005 12 Plan: Transparency  Principle: the group will operate in an open manner modeled after successful practices of other groups.  Example, open resolution of all comments on DRM Volume 1.  Comments will be given an identifier and posted on public wiki (without attribution).  Tiered structured is for logistics management and stakeholder responsibility; not for closed discussion on technical issues.  This group will learn as it goes and be willing to adjust course upon the introduction and agreement on better ideas.  Initial Focus: DRM Volume 1.1

13. Michael C. Daconta February 3, 2005 13 Plan: Revised DRM Structure Subject Context Security ContextService Context Information Access Data Element Description Resource Description Subject Area Association Query Class Association Resource Class Association Data Property Data Class Unique Identifiers Association Security Class Association Subject Class Association Input/Output Service Class Who What When Where Why Context Information Exchange Exchange Payload Association Exchange Class Sharing Description Structured Semi-Structured Unstructured

14. Michael C. Daconta February 3, 2005 14 Plan: Broad Scope  Objective: Broaden participation by State and Local governments and create Performance Measures for the DRM around the Homeland Security mission.  Horizontal Information Sharing  Vertical Information Sharing  Address Business Issues and Technical Issues  DHS Information Sharing and Collaboration Program (ISCP) will lead a DRM Business Sponsors Group in conjunction with the OMB and other Stakeholders.  drm-business listserv  State and Local Participation through multiple avenues  Susan Turnbull coordinating.

15. Michael C. Daconta February 3, 2005 15 Plan: Volume Strategy  Change the volume strategy from the current plan by creating cohesive volumes around functional lines.  Context  Exchange (possibly broadened to Information Sharing)  Description  Data Governance  Sections in each of the above on Security & Privacy  Given broad virtual participation and active Stakeholder involvement, execute the volumes in parallel  Too ambitious?  Let’s try and see what happens…

16. Michael C. Daconta February 3, 2005 16 Plan: Implementation Strategy  Objective: Enable Consistent Implementation of the DRM  Implementation Profiles  As-Is (RDBMS, Messaging, Portal Taxonomy, etc.)  XML Profile (Led by XML COP)  Semantic Technologies Profile (led by SiCOP)  Implementation Workshops and Pilots  Leverage Emerging Technology Workshops  Capture Implementation artifacts in a Core Metadata Registry  Several registry options…  Possibly Core.gov (if it satisfies the group’s requirements)  Build capacity of agencies to manage data  Work with universities  Vendor participation and support of DRM (i.e. “DRM-Ready” products)

17. Michael C. Daconta February 3, 2005 17 Plan: XML Profile of the DRM Subject Context Security ContextService Context Information Access Data Element Description Resource Description Who What When Where Why Context Information Exchange Sharing Description Structured Semi-Structured Unstructured XML Topic Map & OWL Lite Web Service Entry (UDDI) IC Information Security Marking “Message” XML Schemas Federated Query & RSS DOD Discovery Medata Spec Core XML Schema Types XLINK

18. Michael C. Daconta February 3, 2005 18 Plan: Metrics and Feedback Loop  Principle: “What is Measured, Improves.”  Separate part of site and group dedicated to quantifiable metrics.  Some suggestions:  # of organizations implementing the DRM  Measure: Formal Data Management programs  # of products that are “DRM-Ready”  # of artifacts in a Core Registry  # of cross-domain exchanges  Caution: Outcomes versus Actions  Business group will also develop metrics for concrete outcomes

19. Michael C. Daconta February 3, 2005 19 Plan: Applying the DRM (non-normative) Description Sharing Context Org 1 Org 2 Data Elems Data Elems Exchange packages Registry COI Context Core Context

20. Michael C. Daconta February 3, 2005 20 Strawman: Schedule/Milestones  NOTES:  NOTE1: Schedule is for Initial Suggestion ONLY – this WILL change after vetting/discussion in initial team meetings.  NOTE2: Progress will be transparent.  NOTE3: YOU can influence (read “speed up”) the schedule  4/2005 – Selection of Volume Leads and Multiple Editors.  Start the nominations NOW!  (Volume Leads – Government only, Volume Editors – Government or Contractor). “It’s all about Expertise”  8/2005 -- DRM Volume 1.1  (Volume Lead: Michael Daconta, Editors: Michael Daconta & ??? & ???)  2/2006 -- Initial Drafts Volume 2,3,4  8/2006 – Initial Drafts Implementation Profiles  2/2007 – Volumes 2,3,4 Complete  8/2007 – Implementation Profiles Complete

21. Michael C. Daconta February 3, 2005 21 How you can help!  All: Get in your DRM Comments!  Stakeholders – participate on a team!  Note: only 1 “working” representative per organization.  Stakeholders MUST have “skin in the game.” i.e. willing to work and willing to implement.  Vendors – participate virtually (or as part of the team if sponsored by a stakeholder).  Whitepapers  “DRM-Ready” products (goal: certification)  Comment on this Success Strategy  Email: michael.daconta@dhs.gov