SIMCorBSIMCorB 1 Policies and Procedures n Data administration and quality assurance standards,...

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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

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Data Administration and Quality Assurance Standards (SIMICP Project 8.2.1)

Jeffrey FrithsenSIMCorB MeetingLas Vegas, NVFebruary 22-24, 2000

SIMCorBSIMCorB

Organization

Policy

Systems

Outreach

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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

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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

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PROJECT LIFECYCLE

Project Description

Bibliographic Background

Data Background

EIMSNew Data

Model Results

Documents and Reports

Models & Tools

OMIS

RecordsManagement

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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

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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

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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

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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

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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

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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

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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

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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

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User Requirements and Policy/Standards Development(SIMICP Project 8.2.2)

Gary CollinsSIMCorB MeetingLas Vegas, NVFebruary 22-24, 2000

SIMCorBSIMCorB

Organization

Policy

Systems

Outreach

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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

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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

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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

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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

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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

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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

SIMCorBSIMCorB 1 Policies and Procedures n Data administration and quality assurance standards,...

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