connecting people with information coi information exchange vocabulary (iev) development for further...
TRANSCRIPT
Connecting People With Information
COI Information Exchange Vocabulary (IEV) Development
For further information email OSD at: [email protected]
DoD Net-Centric Data Strategy (DS) and Community of Interest (COI) Training
2-Day Training Version 08.3
2
Purpose
• Discuss the Universal Core
• Discuss the importance and benefits of information exchange vocabularies (IEV)
• Suggest a repeatable development process for information exchange vocabularies
• Delineate best practices and development challenges
3
Outline
• Universal Core
• Information Exchange Vocabularies (IEV)– Need for and benefits of IEVs– IEV development process
• Best practices
• Challenges
4
Limiting Factors of Information Sharing
• Historically, Programs have defined their own vocabularies and information exchange schemas, limiting the amount of understandable information that can be shared
• Communities of Interest (COI) have helped by developing common vocabularies within the COI to enable increased information sharing, however, sharing information outside the COI is still a challenge
• The development of COI vocabularies have demonstrated that a common, minimal set of “words” span community vocabularies – agreeing to the definition of these words will help cross-community information sharing
Source: Following slides taken from DoD/DNI Universal Core Executive Briefing
5
To enable information sharing, a common baseline standard is needed
• The Universal Core is a joint DoD/IC effort to agree on a common baseline standard vocabulary to enable information exchange
• The Universal Core …– Is a reusable method and set of artifacts to improve the sharing of
information that are fundamental to most operational processes
– Provides a simple starting point for teams to extend as they respond to complex data sharing opportunities
– Reduces mediation / translation between systems for a small number of the most valuable operational concepts
6
Key Principles of Universal Core
• Build a strong foundation– Policy, Governance, Definition, and Test processes
• Build Joint from the start– DoD and IC communities
• Harmonize across communities• Standards based• Small core with the following attributes
– Suitability - include only a few critical objects– Simplicity - for widespread adoption– Extensibility - to meet individual community needs– Leveragability - of existing standards, tools, and expertise– Supportability - for long-term success
7
Universal Core Background
• DoD Directive 8320.01– Attempted to define a large data model for all DoD systems to adopt– Too difficult to harmonize, implement, and scale
• DoD Directive 8320.02– Define and implement interoperability around Communities of Interest– Success harmonizing across the community and streamlining
implementation• Cursor on Target
– Simple, small, and powerful exchange standard– Applied loose coupling strategy– Led to numerous implementations and real warfighter capabilities
• Universal Core– Leverages the harmonization success of Communities of Interest– Simplicity and power of Cursor on Target– Application of commercial and DoD/IC standards– Cross-community agreements
Sup
erse
ded
by
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DoD and IC Universal Core Data Schema
Task/Mission
COIExtensions
Service / Organization Specific Extensions
Domain Common Cores
Universal Core
WhenWhere
Increased Agility 6
• A universal core data schema that enables information sharing– Ways to describe “when,
where” types of information
– Minimal set of terms in the core
– Agreed to by DoD and Intel community
– Appropriate use of open and Government standards
– Extensible by COIs and systems as needed
9
Governance ProcessSenior Enterprise Services Governance Group (SESGG)
• Oversee Joint Data Strategy and Enterprise Services Implementation– Define the required measurement and control mechanisms to ensure DoD-
wide and IC-wide implementation
– Identify and develop necessary policy changes, including measurement and control responsibilities, to ensure consistent implementation
– Establish oversight forums, as required, to enable the DoD CIO and DNI CIO to review implementation progress
• SESGG Membership– Mr. Mike Krieger, co-chair, DoD CIO– Mr. John Brantley, co-chair, ADNI CIO– Mr. Ron Bechtold, Army, – Mr. Brian Clingerman, Navy,– Mr. Kent Werner, AF– Mr. David Green, USMC– Ms. Bobbie Stempley, DISA– Mr. Mac Townsend, DIA– Mr. Dennis Wisnosky, BTA
10
Universal Core Harmonization, Governance, Policy, Test
• Four Working Groups, each containing participation from all the organizations that make up the SESGG
– Methodology - DNI and Navy lead the methodology for defining and evolving the universal core schema
– Governance - AF leads the development of Governance structure and processes
– Test and Eval – JFCOM and Army lead the Test and Evaluation methodology and execution
– Policy - DIA and DoD lead the Policy definition
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Universal Core Adoption Goals
• It is our goal that as Universal Core matures…
– Communities of Interest (and associated systems) will adopt UCore
– Systems that are in the process of implementing information exchange capabilities will adopt UCore
– In the future, DoD and IC systems that exchange Ucore elements (“when, where, and what”) will adopt UCore
12
Future Vision for Universal Core
• Federal Governance Model – Broaden impact of Universal Core to span DoD, IC, DoJ, DHS, State and Local
• Refine the processes to inform policy, governance, test and evaluation and implementation
• Accommodate requirements of new partner federal agencies
• Refine Universal Core syntax and semantics based on implementations and lessons learned
13
UCore V2.0 Vision, Scope and Governance
Development and
Configuration Management
(DoD, DoJ Lead)
Policy Implementation
(IC Lead)
Outreach and
Communications(DHS Lead)
Executive Steering Council (ESC)
(Rotating Chair between DoD, IC, DoJ, DHS and State/Local Representative)
DoD CIO Initial Chair
Business Case
Design / Build
PilotTest and Eval
Config Mgmt
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Outline
• Universal Core
• Information Exchange Vocabularies (IEV)– Need for and benefits of IEVs– IEV development process
• Best practices
• Challenges
15
Illustration: “Secure the Building”
One reason Government Agencies and Military Services have trouble operating jointly is that they speak different languages.
• “Secure the Building!” What does it mean?
– Security Personnel: “Sweep the place for bugs”
– Navy: “Turn off the lights and lock the doors.”
– Army: “Surround the building, occupy, and control entry.” – Marines: “Call in close air support, assault with small team, neutralize
occupants, fortify and hold at all costs until properly relieved. SEMPER FI!”
– Air Force: “Take out a three-year lease with option to buy.”
16
Illustration: “Target”
• Targeting Community: An area designated for future firing
• Intel Community: A country, area, installation, agency, or person against which intelligence operations are directed
• DoD: an area, complex, installation, force, equipment, capability, function, or behavior identified for possible action to support the commander’s objectives, guidance, and intent
Others:• A performance goal or objective• Marksman: an object to be aimed at in shooting practice or contests• Fencing: the portion of a fencer’s body where a touch can be scored• Surveying: the sliding sight on a leveling rod• An interbank payment system for processing cross-border transfers in the
European Union• A short album released by the rock band Hoobastank in 2002• A large merchandise retailer in the United States
Terms are ambiguousTerms are ambiguous
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Defining “Information Exchange Vocabulary”
Vocabulary:Represents agreements on the terms and definitions common to the COI, including data dictionaries. – DoD 8320.02-G
Information Exchange Vocabulary (IEV):The terms employed and understood by a particular COI that precisely define the syntax and semantics of information exchanges within that community
“[COIs] … must exchange information in pursuit of their shared goals, interests, missions, or business processes and therefore must have shared vocabulary for the information exchanges.”
– DoD 8320.02
“[COIs] … must exchange information in pursuit of their shared goals, interests, missions, or business processes and therefore must have shared vocabulary for the information exchanges.”
– DoD 8320.02
COI IEVs must support “shared goals, interests, missions, or business processes”– Data representations internal to individual systems are not under the
purview of the COI or its IEV
18
Information Exchange Vocabularies
XML Schema Definition(Specifies syntax & semantics for XML instance)
XML Instance(Provides actual message payload)
CORE SERVICES (DISCOVERY, MESSAGING, SECURITY)
Data Sourc
e
Publish
19
Information Exchange Vocabulary: The Schema
The schema specifies the syntax and semantics for the information exchanges
The schema specifies the syntax and semantics for the information exchanges
20
The instance provides an example of what actually goes across “the wire” and it complies with the schema
The instance provides an example of what actually goes across “the wire” and it complies with the schema
Information Exchange Vocabulary: The Instance
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The Need for COI Information Exchange Vocabularies (IEVs)
• Today, systems store and share data in conflicting and/or proprietary formats
• Data semantics are often embedded in code and databases
• Conflicting representations of the same information impedes semantic understanding
• This results in many transformations into other formats and a large amount of work to understand data meaning – Results in unnecessary inefficiencies
• COI information exchange vocabularies standardize syntax and semantics– Syntax = data structure– Semantics = data meaning
22
Benefits of IEVs
• Standardizes definitions for information exchanges
• Promotes interoperability and understandability through common semantics (i.e., meaning) and common syntax
• Breaks down communication barriers
• Decreases the amount of transformation/translation to other formats
• Provides a common representation for information exchanges
23
Drives
Enables
Development of IEVs: The methodology
Data Needed
Data Needed
Service Implementations
Service Implementations
STARTHERE
STARTHERE
STARTHERE
Enables
Community Information Exchange
Vocabulary
Community Information Exchange
Vocabulary
Capability Delivery
Capability Delivery
Drives
InfoSharing
Need
InfoSharing
Need
Drives
Service Needed
Service Needed
24
Finding the Loose Coupler
One system,Intersection is
everything
Two systems,much less is
common
Three systems,Intersectiongets smaller
More systems,intersection
keeps shrinking
Green & Purplecan form a
sub-schema
Other Systemscan have
sub-schemas
25
Stakeholder ValidationDevelop Draft Products
IEV Development Process
IEV Approval & Registration
UpdateProducts
ValidateProducts withStakeholders
UpdateProducts
ObtainCOI SteeringCommitteeApproval
Update OfficialIEV Baseline
Register IEV
Develop Draft IEV Products
ConductDMWG
Workshop
yes
yesno
Are stakeholders’requirements met?
Products ready for approval?
COI Steering
Committee
Obtain COI Executive
Board Approval
COIExecutive
Board
Next spiral?
yes
No
no
Determine ScopeConduct DMWG
Workshop
Determine IEV Format
Research RelatedIEV Efforts
Identify SMEs &Data Modelers
Develop Use Cases
IdentifyStakeholders
1 Month
2 Months
1 Month
1 Month
To view details for each stepClick Here
Acronyms:DMWG := Data Management Working GroupIEV := Information Exchange VocabularySME := Subject Matter Expert
26
Best Practices
• Goal is not consensus – the goal is to reach closure
• Limit IEV scope– Avoid the “Uber-model” or “vocabulary to rule them all” approach– Focus on clear, concise information needs– Anchor the IEV upon well-defined services and use cases– Recognize when the IEV is “good enough”
• Be mindful of your information producers and consumers– Limit the complexity of the model; strive for simplicity
“Things should be made as simple as possible, but no simpler.” – Albert Einstein– Remember: producers and consumers will map to your COI’s schema; try to make it
easy for them
• Implement the Universal Core with COI specific extensions– Align with other models where appropriate
Check the DoD Metadata Registry (MDR) for existing, reusable schemas Joint Publications, ISO Standards, W3C standards, Geography Markup Language, etc But do not force-fit square pegs into round holes
• Provide capability to express information pedigree (source, confidence, timeliness, impact, real/non-real, etc.)
27
Best Practices (cont’d)
• Ensure involvement of right subject matter expertise and involve engineers, developers, designers, and programmers as soon as possible
• Capture semantics not just structure– Document/comment schema elements– Constrain data types where appropriate– Provide units for quantitative information
• Develop and post real examples of XML instance documents– Provides example usage– Provides test data for development effort– Verifies that instances support scenarios and use-cases
• Document your naming conventions, assumptions, design decisions, and version control processes
• Set clear objectives for each Data Management Working Group meeting
28
Challenges
• Reaching “closure”
• Thinking in terms of a small-set of loosely coupled and service oriented terms
• Getting the right mix of stakeholders and ensuring their participation
• “Over standardization”– Standardization vs Innovation/Agility
• Leadership that guides the development of the vocab
29
Summary
• IEVs standardize semantics, improving interoperability within the COI
• Use the Universal Core as the starting point for your IEV and make COI-specific extensions– Universal Core includes minimal set of terms agreed upon by DoD and
Intel community
• Development should be service oriented and leadership driven– Focused on a small set of terms – Not consensus-based
• Development cycle should not take longer than 4 to 5 months
• Products should be registered in the DoD Metadata Registry (MDR)
IEVs improve interoperability and provide a shared understanding
IEVs improve interoperability and provide a shared understanding
30
Backup Charts
31
History of the Universal Core
Standards
Principles
InitialStrike COI
IEV
StrikePilot
Decide toadopt as a
startingpoint for
Universal Core
Form Working Groups:– Policy– Governance– Test & Eval– DescriptionGoal: Increased
info sharing
Senior Enterprise Services Governance Group (SESGG)Implementations to solve
operational needs
SESGGForms
IntelligenceCommunity
DoD
TODAY FUTUREStrike COI
BusinessTransformation
Air Force
CoT
JC3IEDM
Army
Air Ops COI
Air Force
JTM
Navy
CoT = Cursor on Target JC3IEDM = Joint C3 Information Exchange Data Model JTM = Joint Track Management
Harmonization across organizations is HARD Lightweight interoperability standards and leadership are required
Stakeholders need an Enterprise perspective
DoD
32
Stakeholder ValidationDevelop Draft Products
Step 1: Determine Scope
IEV Approval & Registration
UpdateProducts
ValidateProducts withStakeholders
UpdateProducts
ObtainCOI SteeringCommitteeApproval
Update OfficialIEV
Baseline
RegisterIEV
Develop DraftIEV Products
ConductDMWG
Workshop
yes
yesno
Are stakeholders’requirements met?
Products ready for approval?
COI Steering
Committee
Obtain COI Executive
Board Approval
COIExecutive
Board
Next spiral?
yes
No
no
Determine ScopeConduct DMWG
Workshop
DetermineIEV Format
Research RelatedIEV Efforts
Identify SMEs &Data Modelers
Develop Use Cases
IdentifyStakeholders
Acronyms:DMWG := Data Management Working GroupIEV := Information Exchange VocabularySME := Subject Matter Expert
33
Step 1: Determine Scope
• Conduct a Workshop for the DMWG to:– Identify Stakeholders
Formally invite stakeholder organizations to participate Identify the key programs of record (systems) that are producers and
consumers of the data and get them involved early Identify organizations and POCs that will vote on key decisions within the
DMWG– Identify Subject Matter Experts (SME) and Data Modelers
SMEs should have breadth/depth of domain expertise Data modelers should have database, XML, UML, and programming
expertise– Determine IEV Format
Reference slides on IEV artifacts– Develop Use Cases
Use cases will steer the IEV development Use cases prevent scope creep and provide focus
– Research Related IEV Efforts Identify existing vocabularies that can be reused/leveraged Identify a IEV format and related standards
34
Stakeholder ValidationDevelop Draft Products
Step 2: Develop Draft IEV Products
IEV Approval & Registration
UpdateProducts
ValidateProducts withStakeholders
UpdateProducts
ObtainCOI SteeringCommitteeApproval
Update OfficialIEV
Baseline
RegisterIEV
Develop DraftIEV Products
ConductDMWG
Workshop
yes
yesno
Are stakeholders’requirements met?
Products ready for approval?
COI Steering
Committee
Obtain COI Executive
Board Approval
COIExecutive
Board
Next spiral?
yes
No
no
Determine ScopeConduct DMWG
Workshop
DetermineIEV Format
Research RelatedIEV Efforts
Identify SMEs &Data Modelers
Develop Use Cases
IdentifyStakeholders
Acronyms:DMWG := Data Management Working GroupIEV := Information Exchange VocabularySME := Subject Matter Expert
35
Step 2: Develop Draft IEV Products
• Elements of a COI IEV might include:– Use case diagrams– Conceptual Data Model (Object Models)– Logical Data Model (Class Relationship Diagrams)– Data Element Listing– Data Dictionary– XML Schema Definition (XSD) Files– XML Instances– Technical Standards Listing– DoD Discovery Metadata Specification (DDMS) Profile– IEV Handbook
• It is important to emphasize that these are NOT required– Ultimately, your COI should decide which ones it is going to create– Remember: the goal of each is understandability
• The IEV provides a standardized framework for exposing COI data to various systems and users to perform monitoring, operations, analysis, or other activities
• Per DoDD 8320.02, the intent of IEV is to “…make data assets understandable [and]…reusable”
36
IEV Development Process: What does a COI IEV typically look like?
UML Class DiagramsLogical Data Model
COI XML Schema COI XML Instance
Conceptual Execution
Logical structure for
the XML schema
Structure for XML instance
documents
Sample XML tagged data
Source: Adopted from C2 SSA COI DMWG
37
Sample Automatic Generation Process
Develop UML Use-CaseAuto Generate XSD - XML
IEV HandbookDetermine Pilot Demonstration
Class Relationship Diagram
38
IEV Common Artifacts
• Use case diagrams– Graphical examples with supporting text that depict the intended uses of the IEV with specific activities and actors
included• Conceptual Data Model (Object Models)
– Diagram(s) that depict the classes and the relationships between those classes without including attributes of each class
• Logical Data Model (Class Relationship Diagrams)– The Conceptual Data Model with attributes included
• Data Element Listing– A simple quick reference list of all the data elements (without attributes) used within a COI's XML schemas. These
elements should directly map to the classes in the Conceptual Data Model. • Data Dictionary
– A document that lists and defines every data element, its attributes, and data type. It should closely map to the Logical Data Model.
• XML Schema Definition (XSD) Files– A set of components such as type definitions and element declarations that can be used to assess the validity of a
well-formed XML instance document• XML Instances
– XML documents that provide concrete examples of how to use the IEV and typify the messages that will be delivered to end consumers. These are derived from XSD files.
• Technical Standards Listing– A brief listing of any technical standards, external XSD schemas, or other data models that were incorporated within
the IEV• DoD Discovery Metadata Specification (DDMS) Profile
– Specifies the elements and definitions that your COI will use from the DDMS to aid content discovery.• IEV Handbook
– Capstone document that includes all IEV artifacts with descriptions and explains the assumptions, constraints, methodology, and design decisions that drove the IEV development effort
39
Common Artifacts: Use Case Diagrams
• Graphical examples with supporting text that depict the intended uses of the IEV with specific activities and actors included
class Class Model
Maritime Domain Awareness Services
Analyst Decision Maker
Associate Maritime Information
Prov ide Vessel Information Prov ide Cargo
Information
Prov ide People Information
Prov ide Conv eyance Information
«extend»
“Analyst is able to discover and access vessel, cargo, and people information that is visible, accessible, and understandable. Analyst then associates vessel, cargo, people information to produce new value-added information products.”
40
Common Artifacts: Conceptual Data Model
• Diagram(s) that depicts the classes and the relationships between those classes without including attributes of each classclass Class Model
TemporalObject
Conv eyance
Vessel
PeopleCargo
isA
isA
1
associatedWith
* ** *
associatedWith
*
41
Common Artifacts: Logical Data Model
• The Conceptual Data Model with attributes included
• Some classes may serve as placeholders in anticipation for subsequent spirals– For example, Cargo and
People
class Class Model
TemporalObject
- time: Time- location: Location- courseOverGround: int- speedOverGroundInKnots: int- rateOfTurn: int- trueHeading: int
Conveyance
- GUID: char- name: char- callSign: char- intendedDestination: char- estimatedTimeOfArrival: char
Vessel
- IMONumber: int- MMSI: int- officialNumber: int- hullNumber: int- flag: char- homePort: char- vesselLengthInMeters: int- grossTonnage: int- netTonnage: int- displacement: int
PeopleCargo
isA
isA
1
associatedWith
* ** *
associatedWith
*
42
Common Artifacts: Data Element Listing
• A simple quick reference list of all the data elements and complex/simple types used within a COI's XML schemas
• Listing should directly map to the Conceptual Data Model
• Diagram on the right was automatically generated from Altova XML Spy– Many of the modeling
tools provide a similar capability
43
Common Artifacts: Data Dictionary
• Document that contains a listing and description of each class, attribute, type, and relationship
• Diagram on the right was automatically generated from Altova XML Spy– Many of the
modeling tools provide a similar capability
44
Common Artifacts: XML Schema Definition (XSD) files
• An XML Schema is a set of components such as type definitions and element declarations that can be used to assess the validity of a well-formed XML instance document
<xsd:element name="heading"> <xsd:annotation> <xsd:documentation>Heading is measured with
respect to true north. Measured in degrees (0 <= heading < 360 )
</xsd:documentation> </xsd:annotation> <xsd:simpleType> <xsd:restriction base="xsd:decimal"> <xsd:fractionDigits value="1"/> <xsd:maxExclusive value="360"/> <xsd:minInclusive value="0"/> </xsd:restriction> </xsd:simpleType></xsd:element>
45
Common Artifacts: XML Instance Examples
• Derived from an XSD file (i.e., XML Schema)• Provide concrete examples of how to use the IEV and
typify the messages that will be delivered to end consumers
<?xml version="1.0" encoding="UTF-8" ?> <!-- Sample XML file generated by XMLSpy v2005 U (http://www.xmlspy.com) --> -<dmwg:Message xmlns:dmwg="http://some-dod-dhs-namespace.mil/" xmlns:ism="urn:us:gov:ic:ism:v2" ism:classification="U" ism:ownerProducer=“USA" ism:disseminationControls="FOUO"> <version>0.1</version> <timeOrigin>2001-12-17T09:30:47.0Z</timeOrigin> <timeReceipt>2001-12-17T09:30:49.0Z</timeReceipt> - <collector>
<DataSource>Nationwide AIS (NAIS) </DataSource> </collector>- <conveyance xsi:type="dmwg:Vessel">
- <time> <startTime>2001-12-17T09:30:47.0Z</startTime> <endTime>2001-12-17T09:30:47.0Z</endTime>
</time>- <location locationAttribute="isAtLocation">
<latitude>26.158</latitude> <longitude>80.1835</longitude>
</location>- <vector>
<courseOverGround>270</courseOverGround> <speedOverGround>4.0</speedOverGround>
</vector>- <trueHeading>
<heading>182</heading> </trueHeading>- <rateOfTurn>
<rate>0.0</rate> </rateOfTurn> <UID>https://www.notional-amrs.mil/MMSI/304244000</UID> <mmsi>304244000</mmsi>
</conveyance> </dmwg:Message>
Message
Classification Markings /Dissemination Controls
Collector
Conveyance
Vessel
Time, Location,Vector, Heading, & Rate of Turn
46
Common Artifacts: Technical Standards Listing
• A brief listing of any technical standards, external XSD schemas, or other data models that were incorporated within the IEV
• Examples:
Technical Sandards Listing– AIS GUIDLINES
– IALA Guidline No. 1028 on the Automatic Identification System (AIS) Volume 1, Part 1 Operational Issues (Edition 1.3, December 2004) provided the developers a ‘one-stop’ information source for both operational and technical aspects of the AIS.
1. DDMS 1.0– Department of Defense Discovery Metadata Specification (DDMS) 1.0 (September 29, 2003)
provided elements to aid Content Discovery2. UML 1.1
– This standard was adopted for the UML Use-cases, Logical Data Models, and Conceptual Data Models
3. XML 1.0– This standard was adopted for the XML Schema Definitions (XSD) and XML Instance Documents
4. Intelligence Community Information Security Markings (ICISM V 2.0)– This is an Intelligence Community XML standard that was adopted to specify handling instructions
and provide information security markings on information assets.
….
47
Common Artifacts: DoD Discovery Metadata Specification (DDMS) mapping profile
• Some elements of the DDMS are mandatory while others are optional
• DDMS profile specifies the elements and definitions that your COI will use from the DDMS to aid content discovery
Core Layer Category SetPrimary
CategoryObligation Page
The Security elements enable the description of security classification
and related fieldsSecurity Mandatory 27
Resource elements enable the description of maintenance and
administration information
Title Mandatory 29
Identifier Mandatory 31
Creator Mandatory 32
Publisher Optional 35
Contributor Optional 38
Date Optional 48
Rights Optional 50
Language Optional 52
Type Optional 53
Source Optional 54
The Summary Content elements enable the description of concepts
and topics
Subject Mandatory 56
Geospatial Coverage
Mandatory unless not Applicable
59
Temporal Coverage
Mandatory unless not Applicable
68
Virtual Coverage Optional 72
Description Optional 74
The Format elements enable the description of physical attributes of
the assetFormat Optional 76
48
Common Artifacts: IEV Handbook
• Capstone document that includes all IEV artifacts (with descriptions) and explains the assumptions, constraints, methodology, and design decisions that drove the IEV development effort
• Capture the set of assumptions/constraints that the DMWG will operate upon throughout the IEV development process
– Many may only apply for a given spiral– Some may apply across several spirals– This should be one of the first artifacts developed; this is a living list
Do not include it within the IEV Handbook as an afterthought– Provides a set of inputs that will influence what is produced
Garbage in, garbage out– These should be evaluated and revised often throughout the IEV development process
and vetted with COI Working Groups and Leadership
• A description of your methodology is important because it describes your development approach and should articulate a repeatable process
• It is always a best practice to document the design alternatives that your DMWG considered throughout the IEV development process
– Be sure to document your rationale for the choices you made– Document (but don’t necessarily release) any unresolved design conflicts or contentions
49
Stakeholder ValidationDevelop Draft Products
Step 3: Conduct DMWG Workshop
IEV Approval & Registration
UpdateProducts
ValidateProducts withStakeholders
UpdateProducts
ObtainCOI SteeringCommitteeApproval
Update OfficialIEV
Baseline
RegisterIEV
Develop DraftIEV Products
ConductDMWG
Workshop
yes
yesno
Are stakeholders’requirements met?
Products ready for approval?
COI Steering
Committee
Obtain COI Executive
Board Approval
COIExecutive
Board
Next spiral?
yes
No
no
Determine ScopeConduct DMWG
Workshop
DetermineIEV Format
Research RelatedIEV Efforts
Identify SMEs &Data Modelers
Develop Use Cases
IdentifyStakeholders
Acronyms:DMWG := Data Management Working GroupIEV := Information Exchange VocabularySME := Subject Matter Expert
50
Step 3: Conduct DMWG Workshops
• Conduct multiple DMWG Stakeholder Workshops– Meet at least once a month to maintain momentum– Get involvement from each stakeholder– Emphasize meeting purpose and expectations of stakeholders – Expect several iterations before delivery– Deliver initial IEV after 3-4 months
Achieve DMWG consensus or Elevate any issues to Steering Committee for guidance
• Stakeholders should include:– Representatives from the other COI working groups (e.g., Pilot and
Implementation working groups)– Representatives from the participating Programs of Record– Representatives from other COIs collaborating with or interested in
your IEV– Domain Subject Matter Experts– Technical Subject Matter Experts– Data producers and data consumers
• Appoint a Secretary for each meeting
51
Stakeholder ValidationDevelop Draft Products
Step 4: Stakeholder Validation
IEV Approval & Registration
UpdateProducts
ValidateProducts withStakeholders
UpdateProducts
ObtainCOI SteeringCommitteeApproval
Update OfficialIEV
Baseline
RegisterIEV
Develop DraftIEV Products
ConductDMWG
Workshop
yes
yesno
Are stakeholders’requirements met?
Products ready for approval?
COI Steering
Committee
Obtain COI Executive
Board Approval
COIExecutive
Board
Next spiral?
yes
No
no
Determine ScopeConduct DMWG
Workshop
DetermineIEV Format
Research RelatedIEV Efforts
Identify SMEs &Data Modelers
Develop Use Cases
IdentifyStakeholders
Acronyms:DMWG := Data Management Working GroupIEV := Information Exchange VocabularySME := Subject Matter Expert
52
Step 4: Stakeholder Validation
• May want to provide forms for official feedback• Avoid letting SMEs walk away without sharing their
recommendations• Incorporate recommendations, modifications, and
updates in a timely manner• Publish products on the DMWG collaboration portal for
further review• Perform 1-2 week validation spirals
– Strive for concurrence between all voting organizations – May want to develop IEV validation “Rules of Engagement”
(e.g., 2/3 majority vote)• Present finalized products to the Steering Committee for
approval
53
Stakeholder ValidationDevelop Draft Products
Steps 5 & 6: Obtain Steering Committee and Executive Board Approval
IEV Approval & Registration
UpdateProducts
ValidateProducts withStakeholders
UpdateProducts
ObtainCOI SteeringCommitteeApproval
Update OfficialIEV
Baseline
RegisterIEV
Develop DraftIEV Products
ConductDMWG
Workshop
yes
yesno
Are stakeholders’requirements met?
Products ready for approval?
COI Steering
Committee
Obtain COI Executive
Board Approval
COIExecutive
Board
Next spiral?
yes
No
no
Determine ScopeConduct DMWG
Workshop
DetermineIEV Format
Research RelatedIEV Efforts
Identify SMEs &Data Modelers
Develop Use Cases
IdentifyStakeholders
Acronyms:DMWG := Data Management Working GroupIEV := Information Exchange VocabularySME := Subject Matter Expert
54
• COI Steering Committee Validation– Deliver initial IEV products as soon as possible
– Generate a formal letter
– Identify programs of record that have needs met by IEV
– Document organizational concurrence and/or non-concurrence• After being coordinated through the COI Steering Committee,
propose that the COI Executive Board sign out a memo to senior level addressees. For example:– Under Secretary Of Defense (Acquisition, Technology, & Logistics)– Under Secretary Of Defense (Intelligence)– Vice Chairman Of The Joint Chiefs Of Staff– Under Secretary Of Defense (Comptroller)– Director, Program Analysis And Evaluation– Department Of Defense Chief Information Officer
Steps 5 & 6: Obtain Steering Committee and Executive Board Approval
55
Stakeholder ValidationDevelop Draft Products
Step 7: Register IEV Artifacts
IEV Approval & Registration
UpdateProducts
ValidateProducts withStakeholders
UpdateProducts
ObtainCOI SteeringCommitteeApproval
Update OfficialIEV
Baseline
RegisterIEV
Develop DraftIEV Products
ConductDMWG
Workshop
yes
yesno
Are stakeholders’requirements met?
Products ready for approval?
COI Steering
Committee
Obtain COI Executive
Board Approval
COIExecutive
Board
Next spiral?
yes
No
no
Determine ScopeConduct DMWG
Workshop
DetermineIEV Format
Research RelatedIEV Efforts
Identify SMEs &Data Modelers
Develop Use Cases
IdentifyStakeholders
Acronyms:DMWG := Data Management Working GroupIEV := Information Exchange IEVSME := Subject Matter Expert
56
Step 7: Register IEV Artifacts (DoD Metadata Registry)
Purpose: visibility and re-use, not standardization through mandate!
http://metadata.dod.mil
• “One Stop” Publish, Subscribe and Manage capabilities for Reusable Structural Metadata Components – Over 180,000 components (schema, stylesheet etc) registered – Includes translation logic for mediation & taxonomies – Over 8000 Registered Users (DoD, IC, DHS, NASA, NATO, etc.)– Supports > 900 Programs of Record > over 700 government orgs
organizations– Unclassified, Secret and Top Secret instances operating
• Run Time support available – Web Services – ebXML Registry capabilities
• User feedback driven– Online user-to-developer– DoD Metadata Working Group
57
Stakeholder ValidationDevelop Draft Products
IEV Approval & Registration
UpdateProducts
ValidateProducts withStakeholders
UpdateProducts
ObtainCOI SteeringCommitteeApproval
Update OfficialIEV
Baseline
RegisterIEV
Develop DraftIEV Products
ConductDMWG
Workshop
yes
yesno
Are stakeholders’requirements met?
Products ready for approval?
COI Steering
Committee
Obtain COI Executive
Board Approval
COIExecutive
Board
Next spiral?
yes
No
no
Determine ScopeConduct DMWG
Workshop
DetermineIEV Format
Research RelatedIEV Efforts
Identify SMEs &Data Modelers
Develop Use Cases
IdentifyStakeholders
Step 8: Decision to Support Additional SpiralsAcronyms:DMWG := Data Management Working GroupIEV := Information Exchange VocabularySME := Subject Matter Expert
58
Step 8: Decision to Support Additional Spirals
• Are there additional services that would benefit the community? Can the IEV currently support those services?
• Subsequent IEV spirals should follow the same process– Well-defined scope and focus
– Lightweight IEV
– Stakeholder involvement
– Frequent iterations
– IEV approval
• If there is no intent to launch additional spirals, you will need to determine if your DMWG is going to perform Operations and Maintenance (O&M) on the IEV or transition those functions to another entity
59
Sample IEV Tools
• UML– SPARX Enterprise Architect
http://www.sparxsystems.com.au/ Does UML-to-XML and XML-to-UML conversions
– IBM Rational Software Architect http://www-306.ibm.com/software/awdtools/architect/swarchitect/index.html Does UML-to-XML conversions
– Sybase PowerDesigner http://www.sybase.com/products/modelingmetadata/powerdesigner
• XML– Altova XML Spy
http://www.altova.com/
– oXygen http://www.oxygenxml.com/