1. Themes in OBIS-USA, for Discussion in Arctic ATN Workshop Philip Goldstein March 25, 2013 O CEAN B IOGEOGRAPHIC I NFORMATION S YSTEM

2. OBIS-USA Program – Three Aspects US Node of International OBIS UNESCO/IODE Part of Federal Marine Biological Data Architecture Includes OBIS-USA, OBIS-SEAMAP, NODC Compatible with DMAC Motivated by specific Federal funders USGS Core Science, Analytics and Synthesis USGS Internal Missions such as Biological Data and CMSP Operational Help!

3. O CEAN B IOGEOGRAPHIC I NFORMATION S YSTEM OBIS-USA Functions Biogeographic data: Taxon Name Location, depth, time, precision (x, y, z, d, t, e) Circumstances of observation Standards-based National Resource Bring together: Data originators Discovery and continuing applications Archival requirements and access (NODC)

4. O CEAN B IOGEOGRAPHIC I NFORMATION S YSTEM Delivered Results of Enrollment - Checklist Enrollment Checklist ✔ OBIS-SEAMAP ✔ OBIS-USA ✔ NODC ✔ NetCDF version of data ✔ USGS Metadata Clearinghouse ✔ Data.gov ✔ International OBIS ✔ GBIF When enrollment is complete, check these items off – these products will all be complete. Enrollment is the process of bringing data on board and making it accessible to the required channels.

5. O CEAN B IOGEOGRAPHIC I NFORMATION S YSTEM Qualitative Results of Enrollment: Wealth of Data Qualitative Results of Enrollment Asset Dataset Richness, Documentation, Quality and Standards Established Value Dataset publicly accessible and usable; Application opportunities multiplied Security Life cycle from origin  application  archive has been anchored Investment Enhanced relationship of data originator with OBIS- USA and NODC; also enhance data origination practices? Enhance community where data originated? Community Data originator’s voice accessible to future development of standards and applications

6. Assisted Enrollment Self-Enrollment O CEAN B IOGEOGRAPHIC I NFORMATION S YSTEM Flavors of Enrollment “Train-the-Enroller” creating experts in the community - “Points of Light” Reference Implementation Contrast requirements and opportunities of machine- generated data vs human-generated data Don’t neglect metadata

7. Enrollment Communications: Perhaps the Main Pre-Condition O CEAN B IOGEOGRAPHIC I NFORMATION S YSTEM Agency PI / Mgmt Science Data Agency Program Mgmt Science Data The bulk of the work is done at science and data levels. Management and leadership levels give “go-ahead” and address prioritization if needed. Enrollment Activities OBIS-USA and friends Data Participants Consensus and communications at several levels must be established and remain healthy through enrollment. Most of the effort involved in enrollment will be done by data staff with input from science team(s). Leadership and decision levels must be aware and oversee prioritization if necessary.

8. dbGenerate and service configs Metadata to FGDC XML OBIS-USA Dataset Enrollment (steps a-j ) Image TableGenerate Machine Metadata Load occurrence format to MBG server location (if not already) Capture metadata that can be queried or calculated from dataset contents. be O CEAN B IOGEOGRAPHIC I NFORMATION S YSTEM Map to MBG Create mapping document; identify questions at field- and dataset-level; review and resolve with data originator. d Gather Human Metadata Descriptive metadata for all purposes: citation, abstract, georef, taxon ID, sampling and calc methods. c Occurrence Data Format Get data into taxon-location-time format; from data originators’ various original technologies. a Publish Metadata Sync NODCSync iOBIS Populate FGDC format metadata in XML using human and machine contents from previous steps. Run script(s) to incorporate new dataset into OBIS- USA total database; run scripts to update web service configs. FGDC accessible by Clearinghouse and verified; FGDC to GCMD; FGDC to ISO (potential). Make new dataset (data and metadata) available to NODC; verify transfer and accession information. Make data available to iOBIS; verify transfer; verify GCMD. fghij This chart is provided only as an example of a process; it is not intended to be a model for a specific Arctic ATN data management process. =Philip

9. Metadata to FGDC XML dbGenerate and service configs OBIS-USA Dataset Enrollment Publish Metadata Sync NODCSync iOBIS Image TableGenerate Machine Metadata Load occurrence format to MBG server location (if not already) Populate FGDC format metadata in XML using human and machine contents from previous steps. Capture metadata that can be queried or calculated from dataset contents. Run script(s) to incorporate new dataset into OBIS- USA total database; run scripts to update web service configs. FGDC accessible by Clearinghouse and verified; FGDC to GCMD; FGDC to ISO (potential). Make new dataset (data and metadata) available to NODC; verify transfer and accession information. Make data available to iOBIS; verify transfer; verify GCMD. be fghij O CEAN B IOGEOGRAPHIC I NFORMATION S YSTEM Map to MBG Create mapping document; identify questions at field- and dataset-level; review and resolve with data originator. d Gather Human Metadata Descriptive metadata for all purposes: citation, abstract, georef, taxon ID, sampling and calc methods. c Occurrence Data Format Get data into taxon-location-time format; from data originators’ various original technologies. a Interaction: Steps in highlighted in orange indicate substantial and essential involvement of data originator Here is where to balance cost and detail, and build enthusiasm Here is the excellent opportunity to build community

10. Redundant biological data programs? No – the goal is to be complementary. This is challenging in practice and communication. Put data in one place and be done with the task of sharing Not a question of channel, it’s a question of process. Make sharing a well-defined process that can be done flexibly when, where, by whom, with what resources. Spectrum from operational to research This spectrum will influence data technology for sharing; also influences investigator’s motivation for sharing; also external motivation (customer) varies O CEAN B IOGEOGRAPHIC I NFORMATION S YSTEM Discussion Topics

11. Be strategic about data types It takes resources to be able to support and integrate different data types. If you are reusing existing data types, don’t re-import them; integrate with them remotely on a standard-interface basis. If you are innovating new data types or extending features of existing data types, get funded for it. It will require effort and this effort will contribute value to your community and others. O CEAN B IOGEOGRAPHIC I NFORMATION S YSTEM Discussion Topics