Lifecycle Management Work Group

lumpysteerSoftware and s/w Development

Dec 2, 2013 (3 years and 8 months ago)

83 views

1

Lifecycle Management Work Group


A presentation on Lifecycle Work Group Deliverables

By


Wendy Blake
-
Coleman (USEPA)

Dennis Crow (USDA)

Dave LaBranche (representing DOD)

Michael Lee (USGS / DHS)

Jeff Booth (representing DOE)

Tom Chatfield (BLM)







2

Briefing Purpose



Present overview of Geospatial LoB Lifecycle Management Work
Group goals and products


Provide summary of activities within each Lifecycle Management
Work Group subgroup


Obtain approval of approach outlined in the Geospatial Data
Lifecycle Stages Matrix


Discuss next steps and FGDC Coordination Group involvement

3

Lifecycle Management Work Group Structure



Lifecycle Management Work Group has 30 members from 10
Federal Departments and Independent Agencies


Work Group Lead: Wendy Blake
-
Coleman, EPA


Include representatives from both geospatial data
-
producing and
geospatial data
-
using agencies


Work Group includes three sub
-
groups


OMB Circular A
-
16 Definitions
: Dennis Crow, USDA, Lead


Theme Content:

Michael Lee, USGS / DHS, and David
LaBranche, DOD, Co
-
Leads


Lifecycle:

Jeff Booth, DOE, and Tom Chatfield, BLM, Co
-
Leads



4

Lifecycle Management Work Group Activities



Evaluating “as
-
is” state of OMB Circular A
-
16 and impact on
theme/dataset portfolio management


Definitions


Management and reporting responsibilities


Scope



Drafting improvement strategy for

A
-
16 portfolio management
which includes supplemental OMB circular A
-
16 guidance


Providing more precise
operational definitions



Defining
nationally significant

themes / datasets


Creating criteria to add, delete, or consolidate themes/datasets


Incorporating the entire lifecycle management practices into
portfolio management


Identifying opportunities for efficient data development

5


Goal to Provide FGDC Coordination Group with a suite of
processes to:


Track and evaluate

progress for completing the
NSDI


Make recommendations to the FGDC Steering Committee on:


Setting priorities

for cross government partnerships


Amending

the management or composition of
themes / data
under OMB Circular A
-
16



Encouraging
data development efficiencies






Lifecycle Management Work Group Activities


6

Outline of Proposed OMB Circular

A
-
16 Supplemental Guidance



Introduction


Purpose and Authority


Definitions, Theme Assessment Principles, and Theme Criteria


Roles and Responsibilities for Theme and Dataset Management


Data Lifecycle Stages (Pursuant to Sections 8(E)(D), 8(E)(F), and
8(E)(G)


A
-
16 Reporting Requirements (Pursuant to Sections 8(D)4(B) and
8(E) (
PERFORMANCE MANAGEMENT WORKGROUP)


Applicability


7


Focus work on creating common definitions


Beginning with those in A
-
16,
correct for logical and semantic
errors


Account for other official definitions

from A
-
11, A
-
123, A
-
130,
the FEA and others


Maintain reference to agreed upon definitions

from data calls,
FGDC, OGC, ISO, or other geographic term standards


Move toward a common lexicon


Communicate terms

with non
-
specialist business stakeholders


Harmonize lexicon

with the Geospatial Profile glossary, A
-
16, and
the FEA


Use and reference

these
lexicon standards

in future documents


Create an
iterative process of review and refresh


Providing More Operational

Definitions


Geospatial Lexicon

8

Proposed A
-
16 Theme Definition


Current A
-
16 Definition

Draft New A
-
16 Definition

"Data themes are the fundamental
data framework (electronic records &
coordinates) which are the standard
core set of digital spatial information
for the Nation. These themes provide a
trustworthy foundation on which users
of geographic information can use as
an accurate common source by which
to produce their own data sets for
particular purposes."


National Spatial Data Infrastructure (NSDI)
themes are topics (as defined in the FEA)

that describe the nationally

significant,
standard, digital spatial information. Each
theme contains one or more data sets of
geographic information pertinent to the
topic and encompassing theme. They are
documented, verifiable, and officially
designated to meet recognized standards.
Data sets under a theme are to be used as
a common source from which other data
sets can be derived. Themes and data
sets are codified in OMB Circular A
-
16.

9

Providing More Operational Definitions

Proposed Circular A
-
16 Roles and Responsibilities




FGDC Steering Committee



FGDC Steering Committee Executive Committee



FGDC Coordination Group



FGDC Secretariat Theme Liaison / Coordinator



Theme Lead Agency



Senior Agency Official for Geospatial Information (SAOGI)



Theme Champion



Theme Lead / Manager



Dataset Production Manager



Dataset Steward




10

Example: Proposed Role and Responsibilities


FGDC Theme Liaison/Coordinator


Maintain the current list of themes and theme leads


Maintain the current list of datasets, services, and metadata that fall under each theme


Provide guidance for annual reporting to theme leads and data stewards


Analyze information for theme annual reports in a consistent manner


Coordinate regular meetings with and among theme leads (e.g. quarterly conference
calls) and report the results to the Coordination Group


Track common interests and facilitate common meetings of theme leads with
representatives of relevant OMB cross
-
agency LoBs and Presidential initiatives


Convene communities of interest around topics or themes


Assist data stewards in convening communities of interest around datasets


Field inquiries from agencies on how to comply with Grants & Contracts Language


Inform theme leads of Smart
-
Buy opportunities for geospatial and related technologies


Inform theme leads of major changes or guidance from Congress, the President, or OMB
affecting geospatial coordination, data, or security

11

Defining Nationally Significant Themes, Datasets


Discussion within Lifecycle WG establishes that A
-
16 themes are flawed


Considerable
overlap and redundancy

among themes (ie: water related)


Some
themes are logically sub
-
themes

or data sets instead


Questions about
statistical themes

(housing, law enforcement)


Themes are
not optimally organized for implementation
; consider categorization


Most
critical infrastructure

data sets are
left out


Federal mission
-
based
requirements have emerged since 2002


Process for recommending amendments to A
-
16, Appendix E


Theme Content Subgroup reviews FEA, A
-
16, EGov Act, Geo LoB Vision Statement
and CSTA* principles to develop “theme assessment principles” (done)


Lifecycle Work Group refines principles (done)


Speak and meet with current A16 theme leads to get feedback (in process)


Formally rate current and proposed themes against principles


Develop recommended amendments to A
-
16 themes


Present A
-
16 theme package to FGDC for approval

12


Key driver
:

reconcile data themes associated with infrastructure
sectors named in HSPD 7 and the NIPP with A
-
16 Appendix E
(currently includes very few infrastructure themes)


Have important themes been left out of both A
-
16 and HSPD
-
7?


How to handle geospatial data requirements defined in the
Federal Enterprise Architecture?


Developed 6 principles

to assess designation of nationally
significant themes, data sets


Next Step
: Conducting a “strawman” poll to evaluate all current A
-
16 themes and HSPD
-
7 sectors using a simple rating system


1: Low relevance to principle


2: Medium relevance to principle


3: High relevance to principle


Defining Nationally Significant Themes, Datasets

13

Proposed Theme Assessment Principles


Criteria

to Add, Delete, or Consolidate Themes/Datasets


Principle 1:

Does the theme serve the needs of citizens by facilitating the efficient collection, sharing
and dissemination of information that affects the Nation’s physical, economic and social well being?
(
equivalent to FEA Principle 1
)


Principle 2:

Is the theme derived from specified or implied requirements for spatial data and services
as articulated in Federal Enterprise Architecture Business Reference Models, Data Reference Model,
or related products? Does the theme support core missions of Federal agencies and their partners?
(
equivalent to FEA Principle 2
)


Principle 3:

Is the theme supporting specifically defined requirements or legislated mandates for
geospatial information and services, including HSPD 7 and spatial reference datasets? (Highest
priority should be given to Geodetic Control, Terrestrial Elevation and Orthoimagery themes because
they provide a spatial reference source to register all other themes/datasets)


Principle 4:

Does the theme complement other themes, without duplication, and does it enable a
unified national enterprise? Would theme selection enable the reliability, effectiveness and efficiency
of managing geospatial data, services and funding?
(
equivalent to FEA Principles 4, 5
)


Principle 5:

Does theme support the cohesive joint development, maintenance and evolution of
multiple datasets across federal, state, local and tribal governments and the private sector (ie:
Promote data building, interoperability, collaboration, partnerships, cost minimization, lifecycle cost
effectiveness)?
(
equivalent to FEA Principle 5, 8
)


Principle 6:

Does the theme focus on the spatial representation of physical assets (natural and man
-
made)
or boundaries

that are important to the nation and provide the means to describe the spatial
location, attributes and relationships of these phenomena to other business data?
(
relates to FEA
Principle 7
)

14

Incorporating Lifecycle Management

Stages Into Portfolio Management


Establishing standard terminology and processes for seven geospatial data
lifecycle stages


These serve as the underlying set of principles by which data sets associated
with themes under the purview of OMB Circular A
-
16 are developed, managed,
and enhanced


Creating the standard terminology and framework, will allow for comparative
information on development of federal development of federal data sets


with respect to lifecycle stages


Results inform discussion on which data sets are
:


Best managed and serve as models for effectiveness and efficiency


In need of better management/funds to show improvement


Potentially ready to be retired


Improves decisions on:


Setting priorities


Initiating efficiencies


Establishing common / shared services

15

Incorporating Lifecycle Management

Stages Into Portfolio Management

Stage

Proposed
Name

Proposed Definition

1

Define

Characterization of data requirements based upon business driven
user needs

2

Inventory/
Evaluate

The creation and publication of a detailed list of data assets and gaps
(both internal and external) as they relate to business

driven user
needs

3

Obtain

The collection, purchase conversion, transformation, sharing,
exchanging, or creation of geospatial data that were selected to meet
the business needs identified

4

Access

Making data produced known and retrievable by the user community
through documentation and discovery mechanisms so users can
meet their business requirements

5

Maintain
.

Ongoing processes and procedures to ensure the data meets user
business requirements

6

Use/
Evaluate

The ongoing assessment, validation, and potential enhancement of
data to meet user needs and business requirements

7

Archive

Required retention of data and its retirement into long
-
term storage

16

Example: Incorporating Lifecycle Management
Stages Into Portfolio Management

Stage

Working Stage Definitions (Revised 6.26.08)

Stage 5

Maintain

Definition

Ongoing processes and procedures to ensure the data meets business requirements

1. Maintenance Plan

Use the steps below to help build a maintenance plan for data and services


Determine hardware and software needed to effectively maintain data and services


Determine resources available to maintain the data


-

Establish a strategy to track funding


-

Establish a strategy to track and evaluate partnerships


Determine requirements including:

-

Records


* E.O. 12906


* NARA requirements

-

Retention schedule


* E.O. 12906 required agency retention plans

-

Snapshots requirements


* E.O. 12906

* NARA requirements

17

Next Steps for the Geospatial Data Lifecycle



Secure FGDC Coordination Group approval of the approach being proposed
in the Draft Geospatial Lifecycle Stages Matrix, Version 1.0


Request FGDC Coordination Group approval to:


Validate lifecycle stages with the full Lifecycle Work Group, key A
-
16 dataset
production and theme managers, and key stakeholders to create a Version 2.0


Obtain approval of Version 2.0 by the FGDC Coordination Group


Recommend approval of Version 2.0 and its incorporation into supplemental
guidance for OMB Circular A
-
16 to the FGDC Steering Committee


Over the next year, the Lifecycle Workgroup will:


Develop a definitive group of best management practices (BMP)


Identify key characteristics of the selected BMPs that can be used to create a
simple maturity model for each lifecycle stage


Obtain Coordination Group approval of the maturity models for each stage


Collect information from agencies on how their datasets score according to the
maturity model for each stage


Adapt at least one BMP for use by data production managers across multiple
OMB Circular A
-
16 themes to reduce development and management time and
costs


18

Next Steps in 2008



June/July 2008



Launch deliverables engagement plan


Summer 2008



Provide products to FGDC Coordination Group for
review


Fall 2008


Provide products to FGDC Steering Committee for
review


Fall 2008



Solicit feedback from NGAC


Fall 2008



Convene A
-
16 theme lead meeting to review draft
recommendations and products


December 2008



Complete supplemental OMB Circular A
-
16
Guidance

19