Limited Document Request Process (DTIC Form 55) April 9, 2008 Ms. Gerri Skeen

1. Limited Document Request Process (DTIC Form 55) April 9, 2008 Ms. Gerri Skeen

2. Limited Document Request Process • Ms. Gerri Skeen Registration & Certification Assistant Defense Technical Information Center • Ms. Dawn Jackson Facility Security Officer Air Force Research Laboratory • Ms. Patricia McWilliams Scientific & Technical Information Manager Air Force Materiel Command

3. Purpose • Inform DTIC’s user community of the Limited • Document request process (DTIC Form 55) and • the major advantages of using the automated • process • Provide information regarding the role of the • releasing agencies

4. Agenda • Submitting Limited Document Requests • Processing Limited Document Requests • Advantages to Our Customers • How to Contact Us • Releasing Agencies • Summary

5. When Is a Limited Document Request Required? When the requestor’s access does not fall within the limitation of the distribution statements. Examples: B – U.S. Government Only C – U.S. Government and their Contractors D – DoD and U.S. DoD Contractors Only E – DoD Only F – Further dissemination only as directed

6. How to Submit a Limited Document Request • URL for the hard copy (DTIC Form 55) • http://www.dtic.mil/dtic/forms/Form55.pdf • Submit to: • Fax: 703-767-9459 • Mail: DTIC-BC • 8725 John J. Kingman Rd, Ste 0944 • Fort Belvoir, VA 22060-6218

7. DTIC Form 55 DTIC Control Number User Information Releasing Agency Decision

8. Automated Form 55 Submitting an automated document request http://www.dtic.mil/dtic/forms/usr_form55.html

9. Automated Form 55

10. Automated Form 55

11. Automated Form 55

12. Automated Form 55

13. Advantages of the Automated Process • Less time to complete the request form • Email receipt of confirmation number and AD number • Request delivered to the releasing agency via email • Confirmation if the releasing agency email address • is incorrect

14. Steps for Processing Limited Document Requests • Pre-validate all incoming requests • Retrieve citation • Forward request to releasing agency • Send follow-ups • Process approved requests • Inform user of disapproved and cancelled requests • Conduct status checks

15. How to Contact Us DTIC’s Limited Document Request Section 703-767-8271 DTICform55@dtic.mil

16. Summary • Purpose • Submitting Limited Document Requests • Processing Limited Document Requests • Advantages to Our Customers • How to Contact Us

17. Releasing Official Ms. Dawn Jackson Facility Security Officer Air Force Research Laboratory Eglin AFB, FL

18. Eglin AFB’s Form 55 Process Dawn Jackson Info. Specialist/FSO AFRL/RW Technical Library

19. Agenda The Who, What and Where Incoming Requests Get Ready… Get Set… Search It Always Helps To Make Friends Our Stats A Few Examples Summary 19

20. Welcome to Eglin Where we are 20

21. Welcome to Eglin Who we are (Team Eglin) 21

22. Welcome to Eglin Our library’s mission and purpose 22

23. Hi! I’m a Form 55. Somebody out there wants a report that was written on your base. I’ve been sent here to collect the signature from the releasing authority – can you point me in the right direction? ~~We have to figure out where to send this little guy~~ 23

24. Starting with the charts We start with internal org charts. 24

25. Friends in High Places Network ~ network ~ network! 25

26. Eglin’s Form 55 Stats 26

27. Average Turn-Around Time 27

28. A Few Good Examples • ~~Funny stories and lessons learned~~ • Zach Stolp - AFRL/RWMW • Wayne Richards – AFRL/RWME • Ron Hunt – AFRL/RWA 28

29. Summary • Network and make friends - you never know who can champion your cause. • Org charts are great! Make ‘em. • Be encouraged to do a little leg work on your • own. It can net fast results! • Remember why we do all this – • our efforts directly benefit the Warfighter. 29

30. Thanks for your interest in this topic! Questions? Dawn Jackson – IS/FSO AFRL Tech Library – Eglin AFB, FL dawn.jackson@eglin.af.mil 850-882-3212 or DSN 872-3212 30

31. Releasing Official Ms. Patricia McWilliams Scientific & Technical Information Manager Air Force Materiel Command Wright-Patterson AFB, OH

32. Air Force Materiel Command Form 55s in AFMC Pat McWilliams HQ AFMC/A6O 9 April 08 Integrity  Service  Excellence

33. Purpose To provide Information to DTIC users as to how AFMC handles the Form 55 process

34. Overview • AFMC is … • What this means for you • Documents we release • AFMC works as a team • Recommendations

35. AFMC is… • Mission Deliver war-winning ... - Technology   -  Acquisition      - Test        -  Sustainment            ... expeditionary capabilities to the warfighter 

36. AFMC is… Goals • Develop and transition technology to maintain air, space and information dominance. • Develop, field and sustain war-winning expeditionary capabilities on time, on cost. (There are more goals, but they do not relate to our document release) Products • Research as research summaries, technical reports, etc.

37. AFMC is… • Organization • AFMC headquarters is a major unit located at Wright-Patterson AFB, Ohio. • 10 AFMC host bases • Arnold AFB, Tenn.; Brooks City-Base, Texas; Edwards AFB, Calif.; Eglin AFB, Fla.; Hanscom AFB, Mass.; Hill AFB, Utah; Kirtland AFB, N.M.; Robins AFB, Ga.; Tinker AFB, Okla.; and Wright-Patterson AFB, Ohio. • associate units on several non-AFMC bases. • History • a World War I experimental engineering facility - functions of research and development and logistics were operated separately during World War II • reunited for several years in the late 1940s under Air Materiel Command • Split and then reunited in 1961 as AFLC and AFSC • United again in 1991 as AFMC

38. What this means to you • Many places to look • In the AF and in the other services • Missions are traded over the years • And, the AF is a new Service • We have a lot of different document types • Releases for DTIC and beyond • AFMC has over 40 STINFO document types to release, each with a different release procedure • Typically for HQ AFMC Form 55 requests are for older documents

39. Documents that We Release Engineering works Engineering data Engineering drawings Engineering lists Specs and standards Performance specs Drawings Photographs Manufacturing process Scientific informationDevelopmental information Design data Design specifications Research data Preliminary research reports Operational research Research planning documents Technical reports Technical memoranda Technical data Process sheets Procurement information Operations manuals Munitions information Military supply data Equipment use reports Modernization plans War fighting plans Defense technical area plans Technical Orders (TO) Manuals TO supplements Software documentation Computer printouts Working papers Support information Maintenance guides Repair instructions Overhaul material Experimental information Research tests Technical evaluations Production tests Studies and analysis

40. AFMC Works as a Team • To Release Documents by a Form 55 • Determine if document is older than 1962 • If earlier than 1962 • We have a legally approved letter on file that allows the AFMC STINFO Office to receive the Form 55 from DTIC • STINFO Officer analyzes listed office • STINFO works with the History Office, PA, etc. • If still open, document goes to that office, that office completes the Form 55 • If the designated owner no longer exists • Find related office – anywhere in AFMC or other command or service • Find scientist or engineer who knows technology • If other command or service, return Form 55 to DTIC with recommendation • History Office helps with “hard to find” • If newer, DTIC sends Form 55 to the appropriate office or calls the AFMC STINFO Office

41. AFMC Works as a Team • History Office helps with “hard to find” • If no available office, the History Office finds the best available scientist • Determine distribution statement • If document should become “A” • Document sent to PA • PA might send for Policy and security review • If document becomes “A”, document is stamped with the Case Number, the date determined and the reviewers initials • Document returned to STINFO Office via the History Office • STINFO Office notifies DTIC, etc. of distribution statement changes and forwards the completed Form 55

42. Recommendations • Get a team that can get a decision • Notify all applicable offices of decision • Return Form 55 to DTIC

44. Questions?

45. Contact Information Ms. Gerri Skeen Defense Technical Information Center 703-767-8187 gskeen@dtic.mil Ms. Dawn Jackson Air Force Research Laboratory 850-882-3212 dawn.jackson@eglin.af.mil Ms. Patricia McWilliams Air Force Materiel Command 937-257-1904 patricia.mcwilliams@wpafb.af.mil