standard data management project usda-forest service geospatial 09, april 28th, 2009 jim keys,...

Standard Data ManagementStandard Data ManagementProjectProject

USDA-Forest Service

Geospatial ‘09, April 28th, 2009

Jim Keys, WO-EMC, Pete Kilbourne Manti-La Sal NF, Aaron Burk, Wayne NF

TopicsTopics

Overview of the Standard Data Management Project – Jim Keys

Demo of project tools being pilot tested – Aaron Burk

Audience discussion/interaction on some issues related to work flows coming out of the interview process – Pete Kilbourne

Standard Data ManagementStandard Data Management Project Overview Project Overview

Jim Keys, WO-EMC/Resource Information Group

SDM Project Business Lead and Current Project Manager

Project HistoryProject History

• Chartered as 2006 IT effort• Business Lead and Project Manager: Jim

Keys • Co-Sponsorship

– Director of EMC – Greg Smith (Acting)– CIO - Vaughn Stokes

• Core team with proposed additions across deputy area programs

Overall project scopeOverall project scope

Develop implementation policy and guidance to implement policies in FSM 1940 “Inventory, Monitoring, and Assessment Activities” and provide the field with relevant tools.

Agency Business ObjectivesAgency Business Objectives

The objectives for managing inventory, monitoring, and assessment activities are:

Provide the information necessary for achieving the agency’s mission, goals, objectives, and business needs that fulfill information quality guidelines for objectivity, utility, and integrity;

Support an adaptive land management process that includes social, economic, and ecological evaluations; and

Obtain order, consistency, and efficiency across the agency.

SDM Project FocusSDM Project Focus

The SDM Project focuses on the following three policies for resource inventory, monitoring and assessment activities:

– Be coordinated through a national integrated program planning process that addresses information needs related to all agency business requirements;

– Use a standards-based approach and framework for information management and related business operations; and

– Foster and realize opportunities for collaboration, cooperation, and coordination across Forest Service deputy area programs and with agency partners, including the public; local, state, and other federal agencies; and non-governmental organizations.

A work in progressA work in progress

Published FSM 1940 for resource inventories, monitoring and assessment (IM&A) activities.

Completed a line of business study (LOB) – highlighted specific areas where the prioritization, efficiency, and effectiveness of IM&A tasks might be improved through better technology, standards, and business practices

Currently involved in a process called solution design where we are interviewing stakeholders across the agency for further study those capability areas identified in the line of business study

LOB Capability AreasLOB Capability Areas

Inventory, monitoring and assessment cataloging and tracking;

Task cost estimation tools; Standard data access/integration methods; Assessment tools to help ensure alignment of “plans”

with information and inventory, monitoring, and assessment tasks;

National inventory and monitoring guidance; Information quality standards; and Processes that enable creation of inventory, monitoring,

and assessment metrics, targets, and appraisals.

What we are doingWhat we are doing

Address each of the seven IM&A Line of Business capability areas with focus on significant aspects and opportunities to improve work flow (processes).

Examine the degree to which current agency business can be served by tools that replace the capabilities of four previous tools: Protocol Database, Standard Data Evaluation Tool (SDET), Inventory and Monitoring Program Planning (IMPP), and the Resource Mapping Evaluation Tool (RMET).

Integrate existing and new processes and systems to minimize duplication of effort and broaden collaboration and ownership across staff and deputy areas.

What we are doingWhat we are doing

Provide guidance and tools that facilitate efficient flow of work. The primary activities within this workflow include identifying information needs, choosing or developing standards applied to information, acquiring information (e.g. work planning and budgeting), managing information, evaluating information, and monitoring how well information meets agency business needs.

Author inventory, monitoring, and assessment directives (handbook and guidance) that apply to all administrative levels and have the support of all deputy areas.

Operating PrinciplesOperating Principles

Use a phased approach to: (1) identify requirements, (2) propose and pilot test solutions, (3) evaluate impact to the field, (4) obtain approval to proceed with each “deliverable,” and (5) complete approved implementation plans.

Emphasize integration and communication of agency business needs and requirements over new IT development.

Operating Principles Operating Principles

Emphasize integration and communication of agency business needs and requirements over new IT development.

Operating Principles Operating Principles (If you didn’t get it)(If you didn’t get it)

Project DeliverablesProject Deliverables

Recommendations for guidance to implement agency resource information policy;

Analysis of requirements for tools and processes to improve effectiveness and efficiency of resource information to support the work of the Forest Service;

Pilot tests of tools, documented user feedback and recommendations for refinements; and

Completed guidance and tools with implementation plans as approved by executive sponsors.

Project ScheduleProject Schedule

Numerous decision points for Executive Sponsors

FOR MORE INFO...

Project management plan documents available on FS Teamroom

(Jim Keys - Project Manager at [email protected] or 202-205-1580)

Planning and Design

Data Quality Assessment Tools

Catalog & Tracking w/ cost Estimate

2009 2010 2011 2012

Operations and Maintenance

Project OutcomesProject Outcomes

Demo: Current SDM Project Tools Demo: Current SDM Project Tools

Aaron Burk - SDM Project Core Team

Wayne National Forest –Resource Information Manager

Current SDM Project Tools Current SDM Project Tools

Pilot Testing

– Data QE (Quality Evaluation)

– IQT (Information Quality Tool)

DataQE (Quality Evaluation)DataQE (Quality Evaluation)

DataQE Background – GIS data quality evaluation tool for ArcMap

– Provides users with simple interface for defining and managing “rule set” data.

– Provides GIS professionals with quick & easy way to perform customizable QA checks on attribute tables

• Coverage,

• Shapefile,

• Geodatabase layers

Information Quality ToolInformation Quality Tool

Information Quality Tool (IQT) Background – is an application that generates an evaluation of the data

quality of certain aspects of standard GIS layers– Evaluation results will generate performance measure

statistics to the Performance Accountability System (PAS) • Makes upward reporting more transparent, less burdensome

IQT Data QE DemoIQT Data QE Demo

• Check Data Dictionary compliance

• Create Rule sets for local data, in the future.

• Run your own IQT report

Data QE Rule SetsData QE Rule Sets

IQT Report ToolIQT Report Tool

Exploring Workflows for Inventory, Exploring Workflows for Inventory, Monitoring, and Assessment ActivitiesMonitoring, and Assessment Activities

During the SDM Project Solution Definition During the SDM Project Solution Definition ProcessProcess

Geospatial 09

Snowbird, UT

April 2009

Pete Kilbourne,

Resource Information Mgr.

Manti-La Sal NF

Purpose of this presentationPurpose of this presentation

SDM team is looking at workflows for inventory, monitoring and assessment activities. – to help identify requirements for the 7 Capability Areas

from LOB Study – Subsequently conducting interviews To identify

requirements• at different organizational levels throughout the FS

And will be asking for your input on issues surrounding workflows and LOB requirements – Better job of developing user requirements.

HELP!!!HELP!!!

WE NEED YOUR INPUT INTO THE REQUIREMENTS FOR STANDARD DATA MANAGEMENT

YOU CAN GIVE US INPUT BY:– Participating in the interview process

– Becoming part of a user group for standard data management

– Piloting processes and tools

– Reviewing and commenting on FSH direction and guidance

TopicsTopics

What is a workflow for inventory, monitoring and assessment activities?– Why are we looking at workflows? – How will they be used?

Introduce a workflow at the field level for basic inventory data – highlight some issues we might encounter that require

(field) feedback relating to that workflow.– Help us identify the requirements related to the 7

capability areas (LOB Study) Get your ideas about other workflows that are

important to your business.

What do we mean by workflow for an What do we mean by workflow for an activity?activity?

A workflow describes a sequence of logical steps needed to accomplish some activity.

More specifically it includes:– Tasks – procedural steps – organization or people involved– inputs and outputs

Workflows can be described for field, region and national activities.

WHY and How we use WorkflowsWHY and How we use Workflows

Why– To explain capability areas in a way that is

familiar to you• Models the way we work.

– And grounds requirements for capability areas to the way we work in the real world.

How– Build requirements around workflows that

model important aspects of our work.

Possible workflow(s) we might Possible workflow(s) we might encounterencounter

Planning, preparing and scheduling an inventory – Data collection or acquiring the data– Selection and use of Protocols (data standards and methods)– Quality assurance and control– Publication of data

Project analysis and classifications Monitoring (guides, plans, schedules, procedures,

reporting) Developing protocols Linking the costs of basic inventory with funding,

accomplishment, and performance accountability reporting systems

The purpose and scope will guide a specific The purpose and scope will guide a specific workflow and resulting productsworkflow and resulting products

If the purpose is to collect or acquire data for a specific business need?– the product is data to meet that business need

If the purpose is to integrate existing data sets, budget, and performance and accountability systems?– the product or output may be a set of integrated

processes, and applications or tools

Explore as an example work flow forExplore as an example work flow for Basic Field Level InventoryBasic Field Level Inventory

Example, Issues, Discussion, Feedback

Review of SDM TopicsReview of SDM TopicsAs we go, look for the underlined SDM As we go, look for the underlined SDM topics in workflowtopics in workflow

Inventory, monitoring and assessment cataloging and tracking;

Task cost estimation tools; Standard data access/integration methods; Assessment tools to help ensure alignment of

“plans” with IM&A tasks; National inventory and monitoring guidance; Information quality standards; and Processes that enable creation of IM&A metrics,

targets, and appraisals.

Example workflowExample workflowBase inventory (transportation, Base inventory (transportation, wildlife, recreation, vegetation, etc.wildlife, recreation, vegetation, etc.

PLAN BASE INVENTORYWhat, why, how, when, where

Revise•Identify continuing needs•What’s left to do•What processes should be changed

Create, publish, document and maintain base

Use and check (useful, effective, and efficient)

Plan

Do

Check

Update/Revise

Cycle back through the example workflow Focus issues

ISSUESISSUES

Information Needs of AssessmentsMeasuring status, progress with focus on

spatial completenessLinking Data needs to the budget

PLAN BASE INVENTORY

Data Requirements(Protocols & Data Stds.

Data Status & EvaluationExtent and Quality

Identify Data GAPSExtent and quality

List of feasible data Projects (budget and personnel)

Enter into out-year budget Process(may just be total costs by BLI like NFIM

Annual budget ProcessSelect and fund Projects

Enter into Annual Workplan•Refined costs and methods of acquisition •Pick performance measures

•INV-DAT_ACQ •set targets

•acres

Starting with Needs

Identify Information Needs

Catalog and trackingAlignment with PlansInformation quality

INA For Data Needs – Base INA For Data Needs – Base InventoryInventoryThis example is limited to

– Data needs for developing a base of GIS and related inventory data

Primary assumption - build once, use many

With that in mind, the questions are– Which data to meet business needs? – What data requirements?

INA – INFORMATION NEEDSINA – INFORMATION NEEDSASSESSMENTASSESSMENTDepth and detail of INA

– Depends on where we are in the gameEarly days, starting from scratch

– Analyzed business functions • (planning, project implementation and NEPA)

– Identified resource questions• that support those functions.

– Still doing some of this• Change management

The agency decided “what data” a while ago in one form or another– Reflected in DD and Nat. App. data structures

• Subject to change management– Can step back to “what is the resource question and data

requirements”

• Subject to unique regional or local data needs• Ex. wetlands

Seems like we are mostly picking our data needs from a list?– Not every forest is going to need everything in

the Data Dictionary and Nat. Applications. – Nor can they afford it– Must prioritize

• considering available funds

• most important resource issues

Not every forest has a range program

Purpose of INA in Base Inventory Purpose of INA in Base Inventory Workflow – At this StageWorkflow – At this StageIdentify data needs on a particular unit

leading toward – identification of data gaps that need to be filled– Prioritization

• applicability to the unit• Management priorities• Cost and Available funds

– Funding– Accomplishment

DiscussionDiscussion

Thoughts, comments?What do you do?

– Detailed INA process– Or simply pick DD layers ?

What are your requirements for an INA?Would any INA tools be helpful?

Measuring status, progress with Measuring status, progress with focus on spatial completenessfocus on spatial completeness


PLAN BASE INVENTORY




Annual budget ProcessSelect and fund Projects


•INV-DAT_ACQ •set targets

•acres

Data status, Evaluation, and Gaps


Catalog and trackingInformation quality


Catalog and trackingInformation quality

metrics

Data status, Evaluation, and Gaps Data status, Evaluation, and Gaps ConceptsConcepts ( (some unofficial terms)some unofficial terms)

Status - How do we know how much data we have? Completeness - How do we know when we have the data

we need?– at the quality we need– At the geographic extent we need.

Data Gaps- How do we know what to do next? – What data we need develop next?– what data needs to be fixed or updated?

Progress – How do we measure how far along we are?– Meeting our goals

Data statusData status

Two components of status– Quality?

• Has it been collected to the needed currency ,accuracy, precision?

• Is it consistent with FS standards– Data QE and IQT

• Does it meet protocol requirements?

– Completeness?• Does the data cover the area where we need data?

– Geographic extent

• Does it contain the attributes and values needed?

Data Gaps, Progress, Data Gaps, Progress, Spatial Spatial CompletenessCompletenessHow do we calculate it?How do we calculate it?Do we care?Do we care?

• How do we establish the total area where we need data?• How do we measure the data we have?• How do we identify the data gaps?• What units of measure should we use?

•Acres, number of features, miles?

Total Area where we need data

Data Gap(area where data needs to be acquired)

- =Current area inventoried

Current area inventoried

Total Area where we need data

------------------ = PROGRESS as a percentage

ISSUES

Status Status Graphic Graphic ApproachApproach

No mapping – needed by priority

In Progress Completed

How do we measure completeness for point data?

•Example - Features do not cover entire inventory area. •Inventory not complete

What is the numerator?SITES (points) – what we found?

number of sites (487)? or area represented by sites

Acre conversion (487x 5 acres = 2435 acres)

Or AREA INVENTORIED SO FAR where we looked (pink area)?

42,337 acres

What is the denominator?SITES we should find?

Unknown upfrontnumber of sites?Or area represented by sites

Or AREA WHERE WE NEED DATA (beige)

Can establish this up-front122,878 acres

Current inventory

Total inventory needed

------------------ =PROGRESS as a percentage (X 100)


Thoughts, comments?How do you measure progress?Do you plan to inventory an area, distance

or a certain number of features?What are your requirements for

measuring status and progress?Would tools assist in measuring status and

progress be needed?

Linking Data needs to the budgetLinking Data needs to the budget

How do we make the information needs known on the budget side?


PLAN BASE INVENTORY






cost estimationMetrics, targets

Alignment with plans

Annual budget ProcessSelect and approve Projects

cost estimationMetrics

Alignment with plans


•INV-DAT-ACQ •set targets

•acres

cost estimationMetrics, targets

Out- Year budgetOut- Year budgetExample Performance MeasureExample Performance MeasureINV-DAT-ACQ - Inventory Data AcquiredINV-DAT-ACQ - Inventory Data Acquired

Very general numbers – Summary for all inventories planned– total acres and $– Often not tied to specific data needs– Often based on what we did in previous years

Will this lead to the appropriate level of funding? Could the SDM project help make a better connection between needs and

budget?

Total acres

Annual Work-planAnnual Work-plan

Target and accomplishment

(same area of inventory vrs area of features problem)

Establishes funding annual funding of IM&A projects If individual work-plans done for specific inventories,

– Can be tied directly to meeting specific data needs• Manual process

If single work-plans done for all inventories– No identifiable tie to specific data needs.

Potential area of integration for the SDM project to link needs to budget?


Thoughts, comments? How do you calculate out-year acres of inventory and $?

– Area to be inventoried or area of features you might find?– Do you consider specific inventory needs to make out year

estimates? Do you make individual and general workplans?

– Advantages?– Disadvantages?

What are your requirements for linking information needs to budget?

Would tools help ?– to feed or at least inform the budget about specific data needs?

•WorkflowsWorkflows

PLAN

Revise•Identify continuing needs•What’s left to do•What processes should be changed

Create, publish, document and maintain

Use and check (useful, effective, and efficient)

Plan

Do

Check

Update/Revise

Information qualitydata access/integrationMetrics, targetsCatalog and track

Alignment with Plans Catalog and trackingInformation qualitycost estimationMetrics, targets

•Information quality•alignment of “plans”with IM&A tasks•metrics, targets, and appraisals

•Information quality•alignment of “plans”with IM&A tasksCatalog and track

•Requirements for capability areas

•Issues (INA, completeness,budget)

Closeout - Review

HELP!!!HELP!!!

WE NEED YOUR INPUT INTO THE REQUIREMENTS FOR STANDARD DATA MANAGEMENT

YOU CAN GIVE US INPUT BY:– Participating in the interview process– Becoming part of a user group for standard data management– Piloting processes and tools– Reviewing and commenting on FSH direction and guidance– Identifying workflows that are important for your business.

Questions or comments Get with Aaron, Jim, or Pete afterward

standard data management project usda-forest service geospatial 09, april 28th, 2009 jim keys,...

Documents

line of business study

project history

information management

business needs

current project manager

agency business objectives

assessment activities

business practices