14 September 2011
Day 2 S&G WG Meeting, Oak Ridge, TN

CI Products Ready at Public Release (December 2011)

• 3 Coordinating Nodes (CNs)
  • synchronization,indexing of content (metadata), replication, identity management, monitoring, logging (logs are aggregated by all CNs)
  • tightly coupled with CNs is the search interface ("the thing to be named")
  • user interface for identity management probably won't be done at public release
  • logging in is a challenge - authenticating against CILogin is challenging - redirected to home institution; download certificate to install on your machine; working on a proxy to download the certificate for you but not sure this will work with the search interface at this point
• Dryad, DACC, KNB, Merritt, USGS BioClearinghouse,Matt's list of Metacat-based MNs, 1 or more Mercury-based Member Nodes (MNs) (6-9 MNs)
  • 4-tiers of MNs
    • 1 - public access (Mercury-based MNs) DAAC, USGS
    • 2- support for access control; public & private content - possibly Dryad
    • 3-enables content to be written using DataONE API
    • 4- bit-level preservation (acts as replication target) - KNB and possibly Merritt
  • Generic MN (supports Tier 4) - not currently being used at any MN but used along with CN
  • Compute MNs in prototype phase - probably not ready for public release
• Investigator Toolkit (ITK)
  • "the thing to be named" search interface
  • For MN developers:
    • libraries and documentation
    • command line tool
  • R plug-in
    • Given identifier for data package, can download data directly into R
  • DataONE drive
    • Treats services in DataONE as a network drive - have support for Linux, Mac, & Windows
  • Zotero and Mendley citation generator
  • all tools will be read-only at public release
    
    

Core infrastructure that preserves your data

CI Products at August 2012 and August 2013

August 2012

• Data deposit will be supported (ie, identity management and authenication will be complete)
• Additional ITK tools - Morpho, workflow tools
• Compute Nodes: mechanism to move data to compute resources, such as TeraGrid
• Refinement on search capabilities
• Additional MNs (meeting performance metrics)
• More administrative reporting/statistics
• Excel plug-in will be available May 2012 so should be able to deposit data from it by August
• Annotation may be possible at this point
  
  
  
  

August 2013

• Improving search through semantics
• Additional services for discovery, be able to subset datasets
• Semantic integration across datasets may be possible at this point (pilot project)
• More MNs (goal is 20 MNs)
  
  

CE - Education Outreach Training December 2011

• Best Practices Database (DB)
• Tools DB
• Education modules
• Best Practices Primer
• Environment Scientists, Library surveys complete
• DMP Tool (NSF(in general), 11 directorates), USGS climate (possible Jan)): generate, edit, share, publish Data Management Plan
• DataONE website vs 2.0
• Past training workshops
• EIM training course
• Marketing plan, brochure, poster, banner, ppts
• Data repository DB
• EVA - State of the Birds Report
• DataONE publications
• Summer Intern program
• DUG
• MN documentation, guidelines, support packet
• Excel work that Carly is doing
• Usability reports on web site
  
  

August 2012

• Librarians & Data Managers assessments
• Repeat Environmental Scientists surveys
• Business plan version 1.0
• RCN & DataNet Federation
• Data publication?
  
  
  
  

August 2013

• Marketing Plan version 2.0
• PPSR (Public Participation in Scientific Research) Working Group survey?
  
  

This will be used in marketing and business plans. Will also be incorporated into the annual report.

Public Release Activities

• Press releases V2 for key institutions - Jan. 17 2012
  • Takes a couple of months so should generate a draft at LT meeting at Tamaya
• Near term release? announce
  • publicity on education modules
• New release of website
• Do Announcement in mid January on Tuesday
• Strategic briefings, agencies - 
  • BioEco;News sections of  journals - AGU newsletter EOS, Frontiers in Ecology & the  Environment, Bioscience, Science News, Nature News, HPC Wire, ESIP
• Web Ex (monthly/quarterly)
• Brochure
• ID media outlets
• Documentation:
  • End-user (Mike has someone in his office in Denver)
  • standard template
• Animations / Videos 
  • Search using "the thing that needs to be named" by end-user
  • DMP Tool video
• Coordinate with NSF
• Create a Media Kit - Offical Name, Logo's, Brochure (Trisha)
  
  

Announcement of DataONE Release:

May want to consider doing a DataONE demo / release at the ESIP Federation Meeting first week of January in Washington, DC

Lists:

• EcoLog
• Ecoinformatics.org
• ESIP Federation
• AGU ListServe for Informatics Group
• HPC Wire (cold contact: michael@taborcommunications.com)
• ACM (cold contact: rosenbloom@acm.org)
• IEEE-CS (cold contact: mmccall@compputer.org, h.goldstein@ieee.org, e.guizzo@ieee.org)
• ISGTW  (cold contact: dan.drollete@isgtw.org, miriam@fnal.gov)
• BioDiversity Commons
• Internet2
• CNI
• ASIS
• ASIST
• DLF - Digital Library Federation
• DCC - Digital Curation Centre
• iAssist
• LTER
• ALA
• SLA
• DataCite
• Science News
• TDWG
• GBIF
• USGS CDI
  
  
  
  
  
  

Journals & Newsletters: (and some contact points)

• BioScience
• Frontiers
• EOS
• Nature News (emma Marris, Emma Marris e.marris@gmail.com, wrote the Nature News article as a freelancer)
• Science, news section (cold contacts: science_editors@aaas.org)
• Science News: (cold contact: editros@sciencews.org)
• NYT markoff@nytimes.com (but I hear that Markoff is slowly handing off this beat to a new person) lchang@nytimes.com
• NPR cjoyce@npr.org, jpalca@npr.org
• LTER News Letter
• USGS Access
• Register (ashlee.vance@theregister.co.uk)
• Government Computing News- GCN
• Federal Computing week - FCW (cold contact: {zyskowski,ryasin}@fcw.com
• Infoworld (cold contact point: {ed_scannell,eric_knorr}@infoworld.com)
• ziff Davis (cold contacts:  {chris_preimesberge,jeff_burt,scott_ferguson,chloe_albanesius, Mark_Hachman}@ziffdavis.com
• Chronicle of Higher Ed
• CNET (cold contact point: dan.ackerman@cnet.com, atephen/shankland@cnet.com, michael.kanellos@cnet.com)
• Bloomberg
• Wired
• Info World
• Popular Science (cold contact etter@popsci)
• Discover Magazine (cold contact point: editorial@discovermagazine.com)
• First Mondays
• DLib
• NSF News contact: Lisa-Joy Zgorski
• EPA Research
• NASA 
• IDC
• PLOS
• CODATA
• CodeLib
  
  

Other:

• DNR
• OFWIM - State Data Managers
• UC Research
• VP of Researcher at Institutions
• EduCause (cold contact: nhays@educause.edu)
  
  

Strategic Briefings:

• NSF PDs
• BioECO
• OSTP
• EAB - Possible Webex 
• Schmidt Family foundation / 11th hour:  check with Berrien Moore, who knows them well
• DUG - Possible Webex
• USGS Briefing - Kevin Gallagher, potential USGS Director
• DOE - Wanda Ferrel, Lucy
• EPA
• SLOAN, GBMF, MSR
• Mellon
• Library of Congress 
• NARA - Bob Chaddick
• Smithsonian
  
  

Action: S&G Group send emails, ListServ addresses, contact information to Trisha, Rebecca   

Cost Tracking Discussion:
Costs in addition to costs in 

• https://docs.dataone.org/member-area/working-groups/sustainability-and-governance/meetings/2011_0913_oak_ridge/CostEstimates.xlsx
• https://docs.dataone.org/member-area/working-groups/sustainability-and-governance/meetings/2011_0913_oak_ridge/CostTracking.pptx
  
  

Hardware Refresh:

• 3 Years (potentially 6 years - out of Warranty)
• Possible 5 Year Refresh of CN Hardware 
• Budget Flat for Hardware Expense ($250K more+ Growth)
• Space Fees 
• Network, Phone, Webinar 
  
  

Personnel:

• Office & Administrative staff
• Executive Team (Leadership: ED, 2 AD's, PI)
• Hardware Procurement
• Issue Tracking of Developers 
  • Status quo
  • Enhancements 
  • Releasing in January, should be able to get a better Estimate to Bug Fixes, resources required.   Need to make sure Metrics are in place.
• Staff Time required for "Refactoring" - Progressive Improvement - Upgrades based on new OS, etc.
• Web Support - Add new content; maintain old content; Refresh Site (3 or so years)
• Proposal Development (Development Officer)
• Reporting/Project Management 
  
  

DUG Support

• How will it be sustained?
• Maybe assign 1 person to support
  
  

Working Groups Support:

• Participants Costs
• All Hands Costs
  
  

EAB:

• Participant Costs
• Coordination
  
  

CE EOT (Education, Outreach, Training):

• Promotion
• Briefings
• Materials
• Marketing
• Conference participation 
  
  

In-Kind Costs by Participants

Facilitating Deposition to MNs

Page Fees for Journals

NEXT STEP: Look at using the Cost Containment Spreadsheet to capture the costs

Meeting Planning:

Leadership Team Agenda Topics for October: (RK & WM to revise, in particular times [10 lbs of potatoes in 5 lb sack])

• CI Update with focus on What's available in December 
• Review Evaluation Process for CI (1 hour)
• Review Action Items for Public Release (1 hour)
  • Press Release 
    • Content
  • Strategy
• Calendaring (30 minutes) WKM
• August 2012, August 2013 (& 2014) - Planning for Future Products and Services (1.5 - 2.5 hrs)
  • Potential Funding
  • Revisit Performance Metrics, Milestones
• Web site Update and maintenance process (1 hour) -- during LT call
• Earth Cube & RCN Planning (2 hours) WKM
• Update on DataNETs (15 minutes) WKM
• EAB - Share Agenda, Planning (30 minutes) -- do during regular LT call this week.
• Budget review of UNM and sub awards (especially use of any carryover) WKM
• 
  
  
  
  
  
  
  

All Hands Meeting Agenda Topics:

• Targetting Public release of DataONE
• Solicit Feedback on Web Site (via posters)
• Plenary
  • DataNET Update
  • CI Update
  • CE Update
  • DUG Update
  • Strategy for DataONE Jan 17 Release 
• Ending Plenary
  • Working Group Update 
  • Calendaring
• Tuesday Afternoon
  • Feedback
    • Determine the breakout structure & demos (driver, facilitator, recorder for each)
      • Website
      • DataONE drive
      • R-plug-in
      • Search interface
      • MN 101
      • (Documentation)
      • (Anything with a user interface)
      • 
        
  • 15 Minute Overivew
  • 30 minute activity
  • 15 minute feedback 
    
    
  • Working Group Planning
• Tuesday Evening
  • Intern poster session
• Wednesday - All Day
  • Working Group Meetings
    
    
    
    

EAB Meeting (November):

1/2 Thursday
1 full day on Friday

Location: Washington DC

Agenda Topics:

Day 1: Thursday 

Noon: Lunch

1 pm  Introductory Session: ( 15 min - Berrien)

• Welcome and Introductions 
• Review of Agenda
  
  

1:15 Updates and News (30 min - Bill)

• Update on NSF, DataNet, and DataONE
• Overall Review of DataONE Roll-out 
  
  

1:45 Review DataONE Infrastructure for Rollout (Rebecca, Dave, Matt, Bruce)

• Web site (15 minutes - Rebecca)
• CI (Dave, Matt, Bruce - 1 hour)
  • CN/MN status 
  • Investigator toolkit
    • Search interface
    • R-plugin
    • DataONE Drive
    • Mendeley and Zotero
    • Command line interface
    • Developer tools
      
      

3:00 Break

3:15 Review DataONE Infrastructure for Rollout (continued)

• Next steps for CI development (Dave)
• Q&A and feedback (All)
  
  

4:00  Review of Community Enaggement, Education and Outreach Products (_____)

• Best practices primer and database
• Tools database
• Repository database
• Education (learning) modules
• Discussion and feedback (All)
  
  

5:00 Wrapup for day and review of tomorrow's agenda

6:30 Meet for walk to dinner

6:45 Dinner at _________________

 
Day 2: Friday

7:30 am Breakfast

8:00 am Review Marketing Plan (sent previously to Board)

• Introduction to Marketing Plan (Trisha or Bill - 15 minutes)
• Discussion with Board (45 minutes)
  • Receive feedback on Marketing Plan, Brouchure, Press Release
  • Identify ListServes, journals, people, newsletters for rollout announcements
    
    

9:00 am Reveiw Business Planning approach

• Where we think we are going with the Business Plan (Trisha or Bill - 20 minutes)
• Discussion (40 minutes)
  • Targeted Questions related to Sustainability Options
    • Key Targets for Sponsorship?  (NSF, USGS, NASA)
    • Do we need a Business Consultant and What would they do?
    • Review and receive feedback on possible funding models
    • Strategies we can follow to reduce costs (e.g. open source, DUG&ESIP connection) ?
  • Possible Next Steps 
    
    

10:00 am Break

10:15 Review and discussion of CI & CE-EOT Planning for 2012, 2013, 2014  (1.5 hour -  _____)

11:45 Calendaring (15 min - Berrien/Bill)

Noon Lunch

1:00  Briefing by Alan Blatecky (NSF) (1 hour)

2:00  EAB Meeting with PI (30 minutes)

2:30  EAB Executive Session (2 hours)

4:30 Close-out (30 min - Berrien and Liz and Board) 





Action Item: Bill, Rebecca Draft EAB, LT, AHM Agendas

 


Milestones & Performance Metrics:

From DataONE PMP:

1.) In-kind Support


2.) Generated Funding


3.) Diversity of Funding


4.) # of projects/partners using DataONE

Goal:

Attract Attention
Attrack Users
Atrack Supports

Demonstrated by (If Successful):

• Volume of data holdings
• # of MNs
• # of Data Products
• Financial & Technical Growth
• Publications that cite D1
• # of meeting
• # of conference booths
• Page rankings Google, Bing, etc.  
• Website  usage over time
• Increase in citation rates
• Referrals - From DataONE to ORNL (MNs) and vice versa
  
  

Action: Trisha to review Performance Metrics for Marketing Plan relevancy.


Add "how to link to DataONE website" to communications portion of public website - how to link or how to cite?

Develop Process for Updating Marketing Plan:


Strategy:

• S&G would update the marketing plan based on the Development and Release of Products cycle - new services.  
• Potentially every meeting of S&G, review Marketing and Business Plans due to their criticality
• Change in Marketplace - new models of marketing
• New Communities
• Responding to new opportunities (i.e. "large")