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")