1. 1 Collaborative Expedition Workshop #45: Advancing Information Sharing, Access, Discovery and Assimilation of Diverse Digital Collections Governed by Heterogeneous Sensitivities November 8, 2005 National Science Foundation Room 555, Stafford II Ballston, VA

2. 2 Welcome! Opportunity to learn from individuals and policy- makers from all sectors Practice intergovernmental collaboration to advance President's Management Agenda toward citizen-centric government Accelerate multi-sector partnerships around IT capabilities to help government work better

3. 3 Introduction 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”

4. 4 Introduction Create conducive conditions for “breakthrough” innovations –Authoritative Communities of Interest/ Practice around Common Business Lines –Agile Framework for Building Intergovernmental Services –Emergence of Open Standards, Semantic Technology “In design, we either hobble or support people’s natural ability to express forms of expertise.” Prof. David D. Woods

5. 5 Introduction Key FY03 Finding: Agile business components in innovative settings not easily discovered by e-government managers, resulting in lost or delayed opportunities for all parties. Emerging Components Conference Series established in FY04 –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.

6. 6 Introduction Key FY04 Finding: Growing Opportunity to apply Emerging Technologies (web services, grid computing, and semantic web) to tune up Innovation Pipeline with better linkages among: –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

7. 7 Introduction 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 http://www.gsa.gov/collaborate –June 13 – Quarterly DRM Public Forum and Emerging Components Conference –June 28 – Open Standard for Information Sharing, Timing the Transformation –July 19 – Designing the DRM for Data Visibility: Building Sustainable Stewardship Practices Together –August 16 - Designing the DRM for Data Accessibility –September 23 - Pioneering Governance Mechanisms for Collaboration: Toward High-Performance Mission Delivery in a Networked World

8. 8 Introduction Workshop Sponsors: –GSA's Office of Intergovernmental Solutions. –Architecture and Infrastructure and Best Practices Committees of the Federal CIO Council. –National Coordination Office of the 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

9. 9 Introduction Workshop Value: “Frontier Outpost" to open up quality conversations, augmented by information technology, to leverage collaborative capacity of united, but diverse sectors of society, seeking to discover, frame, and act on national potentials. Workshop Archives: http://www.gsa.gov/collaborate

10. 10 Agenda Some Key Questions for FY05: 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 FEA's Data Reference Model? How can the FEA Data Reference Model evolve to provide the common frame of reference needed to support diverse communities tuning up around their information sharing capacities?

11. 11 Agenda Some Key Questions for Today: 1. How can multiple communities from diverse sectors work together using relevant scenarios to build stewardship practices that support readiness and realization of shared missions? 2.What are the opportunities for multi-disciplinary collaboration around common challenges of diverse digital collections governed by heterogeneous sensitivities? 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 Practice define their identities, roles, and governance relationships in a manner that reinforces their individual and collective capacities?

12. 12 Agenda 8:30 am - Check-in and Coffee 8:45 am - Welcome and Overview –Susan Turnbull, GSA, Co-chair, Emerging Technology Subcommittee and Co- chair, Social, Economic and Workforce Implications of IT and IT Workforce Development Coordinating Group, Subcommittee on Networking and Information Technology Research and Development; and –Robert Chadduck, Director of Research, Electronic Records Archive (ERA), Program Management Office, National Archives and Records Administration and member, Human-Computer Interaction and Information Management Coordinating Group, Subcommittee on Networking and Information Technology Research and Development 9:15 am - Introductions What are your interests in light of the workshop purpose? Who is missing from this dialogue?

13. 13 Agenda 9:00 a.m.Introductions - What are your interests in light of the workshop purpose? 9:30 a.m.Complex Legal Requirements in Electronic Discovery Search and Retrieval a Progress Report of the Activities of the Sedona Conference Working Group on Electronic Records – Mr. Jason R. Baron, Esq., Director of Litigation, National Archives and Records Administration; –Mr. Richard Braman, Esq., Executive Director, The Sedona Conference; –Mr. Kenneth J. Withers, Esq., Senior Judicial Education Attorney, Federal Judicial Center; –Ms. Jeanette Plante, Esq., Director, Office of Records Management Policy, U.S. Department of Justice; –Mr. M. James Daley, Esq., Redgrave Daley Ragan & Wagner LLP; –Dr. Douglas W. Oard, Ph.D., Institute for Advanced Computer Studies and College of Information Studies, University of Maryland

14. 14 Agenda 11:00 a.m. Information Sharing, and Integration of Large Federal Digital Collections Governed by Complex Heterogeneous Access Policies, Laws and Sensitivities Granular Requirements Analyses Across a Spectrum of Federal Legal and Policy –Ms. Karen Krasnow Waterman, Esq. the Massachusetts Institute of Technology 12:00 p.m.Lunch 1:00 p.m.Overview and Perspectives on National Security Requirements Policy and Law –Mr. Gregory Pannoni, Senior Policy Analyst, Information Security Oversight Office 1:30 p.m.Census Data are Confidential: Implications to Research and Approaches –Ms. Cynthia M. Taeuber, Research Associate, the Jacob France Institute, the University of Baltimore, & Principal, CMTaeuber & Associates

15. 15 Agenda 2:00 p.m.Requirements Assigned Presidential Electronic Records Progress Report on Research Responsive to Electronic Records of President George H.W. Bush –Dr. William Underwood, Ph.D. Principal Research Scientist, Georgia Tech Research Institute, the Georgia Institute of Technology 2:30 p.m.Perspectives on Information Integration of Bioscience Data Collections –Dr. Chris Greer, Ph.D. Program Director for Frontiers in Integrative Biological Research, Division of Biological Infrastructure, the National Science Foundation 3:00 p.m.Open Discussion: Exploration of Potential Commonalities in Technology or Approach 4:00 p.m.ADJOURN