IC Information Strategy DoD Metadata Working Group July 13, 2010

1. UNCLASSIFIED IC Information Strategy DoD Metadata Working Group July 13, 2010 Jack Lucas ODNI/IC CIO Jack.n.lucas@ugov.gov 703-874-8213 UNCLASSIFIED

2. Content • Setting the stage for the Information Strategy • Purpose • Approach • Guidance for Information Strategy Development • Information Strategy Summary • Guiding Principles, Key Messages • Goals, Objectives, KPIs – Consumer perspective • Strategies to Achieve the Goals – Implications for all roles (consumers, producers, infrastructure providers, governing authorities) • Next Steps

3. Purpose of Information Strategy • Communicate where the IC needs to go with respect to information, directed at • Information producers • Information consumers • Information infrastructure providers • Information governing authorities • Communicate how to get there • Game changing plan • Communicate when we want to get where

4. Information Strategy Drives I2 Plans IC Information Implementation Plan In National Intelligence Strategy IC INFORMATION STRATEGY (based on end state vision) Information Integration (I2) Scope NetOps Information Networks I2 STRATEGIES IA Services I2 IMPLEMENTATION PLANS Policy Engineering Governance IC Information Strategy is the foundation for the I2 Strategies /Implementation Plans and investment decisions.

5. Information Strategy Approach National Intelligence Strategy “Any data, any time, any place, accessible by any authorized user; preventable by policy, not by technology” Decomposition of goals into measureable objectives Strategies needed to achieve goals/objectives Outcomes desired Five Key Goals about information • Objectives/ • Key performance indicators: • Multiple • Derived from these goals • Implementation Strategies: • Derived from the objectives • Related to one or more goals • Objective: A single discovery request provides sufficient information (metadata) about an information resource to determine how, or if, to use them • KPI: Reduced number of steps to discover any information resource across the IC • Strategy: Provide mechanisms to generate rich metadata to enable discovery, access, trust and use • All information is discoverable Sample:

6. Guidance for Information Strategy The IC Information Strategy: • Is derived from the National Intelligence Strategy and IC CIO vision statement • Presents a “stretch goal” for a future state • Addresses enablers for information use by mission and business consumers independent of what applications or services they use in their work • Is compatible with DoD Net-Centric Data strategy so that DoD and the IC can adopt identical policies related to information discovery, access, use and trust to minimize conflicting guidance • Will be realized in a federated IC enterprise • Has to be actionable—implementation actions and initial key performance indicators must be identified

7. Information Strategy Guiding Principles • Information is a national asset • Meet the responsibility to share information while at the same time protecting against the risk of compromise • Information must be available wherever IC elements or their customers are located • Information must be available to support timely decision making • Information must support collaboration within IC and with partners

8. Information Strategy Value The IC Information Strategy enables, with the increasing volume, variety, veracity, and velocity of information: • better decision-making by enabling information aggregation and analysis • improved discovery and exploitation of information relationships, both obvious and non-obvious • improved responsiveness and operational efficiencies as a result of increased availability of information

9. Information Strategy Goals These goals apply to all information (mission, business, enabling infrastructure), across all security levels, at any location: • Information is Discoverable • Information is Accessible • Information is Trustable • Information is Usable • Information is Managed and Governed Mission Business I2 Enabling Infrastructure

10. Key Messages in the Strategy • All information can be discovered but only authorized consumers can access the content • Information is available in an Internet-like environment that provides multiple methods to find, access, and exploit • Trust in the information, as well as trust in the information environment, is fundamental to information sharing and integration • Measuring and monitoring performance is critical to achieving the goals • Success relies on governed and coordinated policies (including standards), services, and processes

11. Goal: Information is Discoverable Consumer–aware, “one-stop shop” for discovery of all information • Value: • Easier and quicker to discover relevant information within the vast pool of information • Simplified discovery of all information for all consumers • Objectives: • A single discovery request returns sufficient information (metadata and/or content) about information resources to determine how, or if, to use them • Discovery experience is consumer-aware and provides relevant results • KPIs: • Increased number of information resources across the IC and partners that can be discovered • Increased consumer satisfaction with discovery experience

12. Broaden and Strengthen Discovery of All Information • Provide search services to increase awareness of relevant information resources • Automate generation and publication of metadata (e.g., index engines, user validation services) to reduce the burden on the provider • Publish at least a minimum set of metadata across organizational, network, and security boundaries to maximize the discoverable information across the IC • Provide consumer assistance services (e.g., automated notifications, related topics suggestions) to improve awareness of other potentially relevant sources • Collect and publish consumer feedback to improve the discovery experience

13. Goal: Information is Accessible • Value: • Simplified, timely access to information Timely, seamless access to content • Objectives: • An authorized (through mission need, security clearance, policy constraints) consumer can get timely electronic access to information resources without impediments from organizational, network, and technology barriers • Consumers with a mission need, but lacking proper security clearance or policy authorization, get electronic access to sanitized information (e.g., tearlines) • Information is accessible in a shared environment via multiple services • Access environment enables interaction with information and collaboration with others • KPIs: • Increased percentage of discovered resources that are accessible • Reduced time to resolve access issues

14. Expand Seamless Access to Information • Provide access control mechanisms to expand authorized access to informationacross boundaries • Publish information at the lowest possible level of classification to increase its availability • Provide full range of Internet-like access mechanisms (e.g., retrieval, delivery, dissemination services) to increase consumer choice for access • Leverage the access resolution process (e.g., ICD 501) to speed access • Provide automated services to assist production of sanitized information to increase potential number of consumers • Collect and publish consumer feedback to improve access issue resolution

15. Goal: Information is Trustable High integrity information in a protected environment • Value: • Instill confidence so producers share and consumers use information willingly • Objectives: • Consumer has sufficient information to assess the trustability of an information resource • Consumer and producer are confident in the integrity of the information (content and metadata) • Consumer and producer have confidence in the information environment • KPIs: • Increased confidence in information • Improved metadata quality

16. Promote Trust in Information • Protect the information and the environment to increase confidence • Identify and publish authoritative information sources to increase consumer confidence • Automate generation and publication of metadata with confidence levels to improve trust • Collect and publish information about the operational environment (e.g., operational performance, cyber status) to increase confidence in the environment • Collect and publish consumer and producer feedback to improve confidence in information

17. Goal: Information is Usable Exploitable information formats and rich metadata • Value: • Enable information to be integrated more easily • Reduce ambiguity of context and meaning • Improve utility to unanticipated consumers • Objectives: • Consumer has sufficient information to assess the usability of an information resource • Information is easily exploited (e.g., viewed, edited, fused, integrated) in the consumer’s environment • KPIs: • Increased use of different information resources by consumers • Increased ability to transform information as needed

18. Improve Ease of Information Integration and Use • Automate generation and publication of metadata to reduce ambiguity and improve understanding • Provide services to access information independent of the producing application to improve seamless use and integration • Provide mediation services to improve utility for consumer • Provide full range of Internet-like capabilities (e.g., mash-ups, social networking) to increase ability for integration and collaboration • Collect and publish consumer feedback to improve consumer experience

19. Goal: Information is Managed and Governed Effectively manage the explosive growth in type and volume of information • Value: • Enables discovery, access, trust, and use of information • Fulfills legal and policy obligations • Objectives: • Establish policy and oversight mechanisms to enable discovery, accessibility, trustability, and usability • Execute IM processes and mechanisms to support policies that enable discovery, accessibility, trustability, and usability • KPIs: • Improved KPI performance related to discovery, access, trust, and use • Increased use of consumer feedback and operational environment information

20. Manage Information as a Strategic Asset • Assess and provide needed policy changes to reduce barriers • Implement information management mechanisms to improve information quality and utility • Conduct oversight of Information Strategy execution to increase information sharing • Implement training and awareness program to increase community participation • Use performance management measures (e.g., consumer feedback, operational environment information) in decision making to improve Information Strategy implementation

21. Next Steps • Incorporate feedback from Community engagement • Draft Information Strategy document and coordinate within IC CIO • Conduct additional outreach • Update Information Strategy for Community-wide coordination release