1
SIMCorBSIMCorBSIMCorBSIMCorB
Policies and Procedures
Data administration and quality assurance standards, policies, and procedures (8.2.1)
User requirements for scientific IM (8.2.2)
Organization
Policy
Systems
Outreach
2
Data Administration and Quality Assurance Standards (SIMICP Project 8.2.1)
Jeffrey FrithsenSIMCorB MeetingLas Vegas, NVFebruary 22-24, 2000
SIMCorBSIMCorB
Organization
Policy
Systems
Outreach
3
SIMCorBSIMCorBSIMCorBSIMCorB
Project Description
Establish and implement a consistent set of DA/QA policies, procedures & standards: Project documentation and data administration Metadata standards Data element naming standards Taxonomic, chemical, and methods standards Records management and archival Configuration management Data security
POLICY
4
SIMCorBSIMCorBSIMCorBSIMCorB
Expected Outcomes
Develop consistent approaches for information management supporting the entire life cycle of science projects
Establish what is expected from ORD principal investigators, management, and IT staff
Ensure no loss of data or information Minimize duplicative efforts
POLICY
5
SIMCorBSIMCorBSIMCorBSIMCorB
PROJECT LIFECYCLE
Project Description
Bibliographic Background
Data Background
EIMSNew Data
Model Results
Documents and Reports
Models & Tools
OMIS
RecordsManagement
POLICY
6
SIMCorBSIMCorBSIMCorBSIMCorB
Current Status
Participating in Agency data standards development and Interagency work groups
Development of ORD data administration guidelines as a SIMCorB Project not started
Initial efforts focused on development of data administration guidelines for EIMS
Survey and gap analysis of IM policies and standards in place at other federal agencies delivered in draft form Dec. 1999
POLICY
7
SIMCorBSIMCorBSIMCorBSIMCorB
Product Maturation
Availability
EPA
Onl
y
Publ
ic
POLICY
Internally reviewed data
Team
Onl
y
Pro
du
ct M
atu
rity
Raw data needing verification/validation
Validated data ready for use by project teams
PI
Reviewed and released products
8
SIMCorBSIMCorBSIMCorBSIMCorB
Metadata Content
Time and Effort
Meta
data
Con
ten
t
Minimum needed to start record
Minimum needed for published record
Minimum required by Partner
Minimum required by FGDC for NSDI
POLICY
9
SIMCorBSIMCorBSIMCorBSIMCorB
Management & Resources
Project Lead: Jeff Frithsen (NCEA), 0.2 FTE
Project Team: DA/QA Subgroup (need to define participants)
Contract Support: Currently none; Activities planned for FY2000, pending resources Funding provided by NERL
– FY00: 0.2 FTE FY03: 1 FTE
– FY01: 1 FTE FY04: 0.5 FTE
– FY02: 1 FTE
POLICY
10
SIMCorBSIMCorBSIMCorBSIMCorB
Technical Approach - 1
Identify policies, procedures and standards needed for scientific information management in ORD Ongoing through interaction with EIMS partners and
SIMCorB REDAP work group
Document existing policies, procedures and standards Use existing Agency standards and applicable data
policies and standards from other Agencies and organizations ISO
ANSINIST
AgencyORD
POLICY
11
SIMCorBSIMCorBSIMCorBSIMCorB
Technical Approach - 2
Identify policies, procedures, and standards that need to be developed Interagency consistency is a goal ORD involvement promoted through SIMCorB REDAP and
Outreach Sub-groups
Add procedures and standards needed to support interagency integration efforts FGDC (to be replaced by ISO) NSDI NBII
POLICY
12
SIMCorBSIMCorBSIMCorBSIMCorB
Technical Approach - 3
Selected targeted needs: Develop metadata standards for all types of
objects (data, documents, models, projects, etc.) Develop procedures for peer review of metadata Establish standards for peer review and release
of data Develop configuration management procedures Prepare data security plan
POLICY
13
SIMCorBSIMCorBSIMCorBSIMCorB
Project Rationale
Lack of data standards guarantees incompatible systems or expensive conversion efforts
Common DA/QA standards and procedures ensure that science research products remain accessible and usable during and beyond the life of the project
Consistent DA/QA policies allow ORD to meet EPA quality goals, security standards, and national records management guidelines
POLICY
14
User Requirements and Policy/Standards Development(SIMICP Project 8.2.2)
Gary CollinsSIMCorB MeetingLas Vegas, NVFebruary 22-24, 2000
SIMCorBSIMCorB
Organization
Policy
Systems
Outreach
15
SIMCorBSIMCorBSIMCorBSIMCorB
Project Description
Develop approaches to identify, understand, and meet requirements and expectations of ORD staff for scientific IM
Develop mechanisms to increase staff involvement in strategic IM planning for ORD
Develop approaches for ORD staff review of projects supporting scientific IM
POLICY
16
SIMCorBSIMCorBSIMCorBSIMCorB
Expected Outcomes
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
SIMCorBSIMCorBSIMCorBSIMCorB
Current Status
General ORD IM requirements reflected in Implementation Coordination Plan
SIMCorB conference calls and meetings a forum to refine general requirements
EIMS team used to define a limited set of requirements focusing on metadata
Pilot requirements gathering workshop scheduled for Feb. 29 with Global Change Research team
POLICY
18
SIMCorBSIMCorBSIMCorBSIMCorB
Management & Resources
Project Leads: Gary Collins (NERL), 0.2 FTE Jeffrey Frithsen (NCEA), 0.1 FTE
Project Team: TBD Contract Support:
Initial funding $40,000; Source NERL Resource estimates for contract support:
– FY00: 1 FTE FY03: 1 FTE– FY01: 3 FTE FY04: 1 FTE– FY02: 3 FTE
POLICY
19
SIMCorBSIMCorBSIMCorBSIMCorB
Technical Approach
User Requirements Continuous refinement of EIMS Ongoing
to meet partner requirements Conduct pilot workshop with Global Feb. 2000 Develop project plan for Apr. 2000
future requirements workshops Synthesize requirements gathered TBD
into needs to support ORD long-term
interoperability
POLICY
20
SIMCorBSIMCorBSIMCorBSIMCorB
Project Rationale
Without stated requirements from ORD staff, ORD cannot ensure that IM systems support the mission of ORD
Identified requirements make it possible to identify and measure IM goals
Clear user requirements is essential to develop commitments from management for coordinated IM policy
POLICY
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