1. International OBIS: A Process for Enhancing Data Content using Ratified Darwin Core Philip Goldstein, Mike Flavell O CEAN B IOGEOGRAPHIC I NFORMATION S YSTEM DRAFT May 7, 2014 Oostende

2. OBIS Data Content Enhancements O CEAN B IOGEOGRAPHIC I NFORMATION S YSTEM OBIS content enhancement means … By definition … More types of information in OBIS OBIS uses more Darwin Core terms By implication … OBIS gets more data OBIS enables more applications OBIS does more public service OBIS gets more money Impact on OBIS program office and nodes Impact on both process and technology BenefitCost

3. OBIS Data Content Enhancements O CEAN B IOGEOGRAPHIC I NFORMATION S YSTEM “Traditional” OBIS Content Can be minimal - 6 required fields Valuable information at the minimum level Additional content is optional Traditionally, all content is based on OBIS schema version of Darwin Core (pre-Ratified Darwin Core)

4. OBIS Data Content Enhancements O CEAN B IOGEOGRAPHIC I NFORMATION S YSTEM Why Enhance OBIS Data? Some capabilities have long been desired for OBIS, for example … Integration with physical data Absence and abundance Tracking Discussion of these enhancements, and others, often returns to the question “When can we start?” IPT places enhancements directly in reach of OBIS nodes Transition to IPT and Ratified DwC expands opportunity, motivation, and ability, to enhance OBIS data content

5. Levels of Enhancement Among OBIS Nodes: Individual Node Enhancements O CEAN B IOGEOGRAPHIC I NFORMATION S YSTEM iOBIS Node ANode ZNode B Individual nodes can make enhancements for their own needs Follow Darwin Core !! Just don’t break your connection to OBIS OBIS Data Node data (enhanced)

6. Levels of Enhancement Among OBIS Nodes: iOBIS Enhancements O CEAN B IOGEOGRAPHIC I NFORMATION S YSTEM iOBIS Node ANode ZNode B OBIS-wide enhancements; a central role in OBIS data Opportunity for all nodes to adopt The enhancement becomnes part of the node connection to OBIS OBIS Data

7. Levels of Enhancement Among OBIS Nodes: Community of Practice O CEAN B IOGEOGRAPHIC I NFORMATION S YSTEM iOBIS Node ANode ZNode B Individual nodes can be shared among nodes Follow Darwin Core !! Good opportunity to define and design with consensus Keep nodes’ connection to OBIS OBIS Data Multi-node enhancement

8. Base the Enhancement Process on System Development Life Cycle O CEAN B IOGEOGRAPHIC I NFORMATION S YSTEM Define Design Decide Plan Implement Manage

9. Key Activities of the OBIS Enhancement Process O CEAN B IOGEOGRAPHIC I NFORMATION S YSTEM Define Requirements Define the new capability OBIS will obtain from the enhancement Engage stakeholders; Identify and quantify the science, IT and economic expectations OBIS would take on Design Enhancement What does Darwin Core offer? Consult global experience. Develop detailed alternatives and identify pros and cons. Decide Evaluate designs. Prioritize. Approve or decline. Plan Develop a plan – Node/PO roles, people, resources, time, dependencies Implement Transition to operation of the enhancement Manage Monitor effectiveness of enhancement at meeting original expectations Determine ways to expand users involved in this enhancement Continue ways to expand opportunity for OBIS with the enhancement in place Incorporate feedback into future development of this enahncement and others.

10. Venues of the OBIS Enhancement Process O CEAN B IOGEOGRAPHIC I NFORMATION S YSTEM Define Decide and Plan A person, node, PO, or other group can use JIRA to initiate, motivate, and lead enhancement steps. JIRA is the forum to work out details of requirements and design – thoroughness is the goal. Parties can use JIRA to advocate for anenhancement overall and for specific design and implementation choices. Implement Design Data Task Team will make a recomendation PO/SG will decide, post outcomes on JIRA PO and nodes plan jointly, outcomes posted on JIRA Manage Cooperative activity of PO and nodes, track on JIRA Nodes are the point of testing, verification, and handling of actual data in the enhancement PO and nodes follow issues on JIRA Any steps to be taken are cooperative activities of PO and nodes

11. Venues of the OBIS Enhancement Process O CEAN B IOGEOGRAPHIC I NFORMATION S YSTEM Define Decide and Plan A person, a node(s), program office Implement Design Program Office / Steering Group (Data Task Team can recommend) Manage Program Office and Nodes

12. Success Factors of the OBIS Enhancement Process - Overall O CEAN B IOGEOGRAPHIC I NFORMATION S YSTEM Enhancement is connected to Requirements: Data – Applications – Service - Funding Enhancement Process is Analytical Science, Technology, Business Enhancement is an OBIS Community Process Visible and Open to Participation Durable and Trackable Enhancement Process is Strategic for OBIS Enables OBIS/IODE leadership toward OBIS’s future

13. Success Factors of the OBIS Enhancement Process – by Step O CEAN B IOGEOGRAPHIC I NFORMATION S YSTEM Define Decide and Plan Requirements must be connected to science, data, and economic drivers in commmunities OBIS can serve. Scope of potential applications must justify OBIS attention Design must incorporates science, technology and economic factors, organizational factors (nodes, PO, external programs) Design must align with IODE standards and Darwin Core Ownership, advocacy, responsibility within OBIS community Implement Design Relies on thorough requirements and design Applies OBIS prioritization strategically Manage Relies on thorough requirements and design Relies on cooperation and effective use of resources Relies on succesfull implementation – how well does it meet requirements? Relies on continuing or expanding contact with applications

14. O CEAN B IOGEOGRAPHIC I NFORMATION S YSTEM OBIS-USA Response to US Requirements OBIS-USA is hearing about: Integration with Physical Data, Quantification, Tracking OBIS-USA is doing: Biodiversity / Metadata Integration with Physical Data Quantification, Absence, Sampling Methodology, Tracking 2008 2013 OBIS is a Darwin Core community, so the first place to look to address an enhancement is Darwin Core; see below OBIS-USA / Darwin Core approach to enhancing data for applications, since 2008: 1.Bring OBIS-USA’s use of Darwin Core up to date; was vOBIS, move to Ratified DwC 2.Determine if needed enhancements already exist within Ratified DwC 3.Operate with other standards (e.g., FGDC, ISO, Climate & Forecast aka “CF” or “C&F”) 4.Enhance by adding terms (be conservative, stay with guidelines such as Simple Darwin Core) 5.Enhance more creatively via extended structure  no, OBIS-USA not gone to this step yet !! Throughout: Cultivate buy-in from sponsors, users, critics, competitors Throughout: Cultivate practitioners who can use Darwin Core … and one more requirement … Don’t do anything that will break the OBIS-USA-to-International OBIS connection

15. OBIS-USA MBG (Marine BioGeography) Extensions O CEAN B IOGEOGRAPHIC I NFORMATION S YSTEM Ratified Darwin Core MBG Common Terms Ratified Darwin Core MBG Common Terms MBG US IOOS BDS Ratified Darwin Core MBG Common Terms MBG VLTS Ratified Darwin Core GBIF and iOBIS All OBIS-USA data IOOS BDS OBIS-USA VLTS