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Brand Niemann, US EPA Chair, Semantic Interoperability Community of Practice (SICoP),

DRM 2.0 and Metadata @ FOSE 2006: Opportunities for Agencies and Vendors and Semantic Wikis for Information Management and Sharing. Brand Niemann, US EPA Chair, Semantic Interoperability Community of Practice (SICoP), Best Practices Committee (BPC), CIO Council,

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Brand Niemann, US EPA Chair, Semantic Interoperability Community of Practice (SICoP),

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  1. DRM 2.0 and Metadata @ FOSE 2006:Opportunities for Agencies and Vendors andSemantic Wikis for Information Management and Sharing Brand Niemann, US EPA Chair, Semantic Interoperability Community of Practice (SICoP), Best Practices Committee (BPC), CIO Council, and DRM 2.0 Implementation Team Lead Wednesday, March 8, 2006 DC Convention Center, Room 143 B, 2-4 p.m.

  2. Overview • 1. What are the DRM 2.0 and Metadata Requirements and Opportunities? • 2. Who is implementing DRM 2.0 and Metadata? • 3. How have conferences and workshops helped agencies and vendors pilot DRM 2.0 and metadata applications? • 4. How can the Industry Advisory Council help? • 5. How can the Venture/Angel Capital Community and SBIR Program Managers help? • 6. What are Semantic Wikis for Information Management and Community-Based Information Interoperability? • 7. Questions and Answers

  3. 1. What are the DRM 2.0 and Metadata Requirements and Opportunities? • According to GCN's exclusive survey of federal, state and local readers, metadata will play a key role in several critical IT initiatives. Data warehousing, service-oriented architectures and Extensible Markup Language all rank high among the IT projects that agencies will be embarking on or expanding in 2006, and all rely on metadata to enable information sharing, gathering and organization. • See http://www.gcn.com/25_01/tech-report/37885-1.html • In 2006, one of the big issues for government content managers will be how to share information more easily. The second version of the Data Reference Model 2.0, the Office of Management and Budget's own framework for interagency sharing of information has just been released. GCN.com's online forum on January 11th featured Brand Niemann, Chair of the Federal CIO Council Semantic Interoperability Community of Practice, who helped draft the second version of the Data Reference Model, the Office of Management and Budget’s own framework for interagency sharing of information. • See http://appserv.gcn.com/forum/qna_forum/37914-2.html • See http://www.whitehouse.gov/omb/egov/a-5-drm.html • See http://web-services.gov/SICoPGCN01112006.ppt

  4. 1. What are the DRM 2.0 and Metadata Requirements and Opportunities? • GCN Interview, January 11, 2006, Question 1: • We know the DRM was created to help agencies share information. Now that version 2 of the DRM has been released, what steps can agencies take to incorporate the DRM into their systems? • Answer: First, they need to read the new E-Gov Report and comply with the new FEA’s Enterprise Architecture Assessment Framework Version 2.0, especially Section 1.3.3 Data Architecture (Information Management). • Answer: Second, I suggest they review the DRM Implementation Guidance Paper the DRM ITIT* Team prepared that summarized about six months of very extensive discussions and piloting so far. *DRM ITIT: DRM Implementation Through Iteration and Testing. See Section 4 for URL.

  5. 1. What are the DRM 2.0 and Metadata Requirements and Opportunities? • The FEA framework and its five supporting reference models (Performance, Business, Service, Technical and Data) are now used by departments and agencies in developing their budgets and setting strategic goals. With the recent release of the Data Reference Model (DRM), the FEA will be the “common language” for diverse agencies to use while communicating with each other and with state and local governments seeking to collaborate on common solutions and sharing information for improved services. Source: Expanding E-Government, Improved Service Delivery for the American People Using Information Technology, December 2005, pages 2-3. http://www.whitehouse.gov/omb/budintegration/expanding_egov_2005.pdf

  6. 1. What are the DRM 2.0 and Metadata Requirements and Opportunities? • The following chart illustrates the potential uses of the newly released DRM Version 2.0: • The FEA mechanism for identifying what data the Federal government has and how it can be shared in response to a business/mission requirement. • The frame of reference to facilitate Communities of Practice (which will be aligned with the Lines of Business) toward common ground and common language to facilitate improved information sharing. • Guidance for implementing repeatable processes for sharing data Government-wide. Source: Expanding E-Government, Improved Service Delivery for the American People Using Information Technology, December 2005, pages 2-3. http://www.whitehouse.gov/omb/budintegration/expanding_egov_2005.pdf

  7. 1. What are the DRM 2.0 and Metadata Requirements and Opportunities? Source: Expanding E-Government, Improved Service Delivery for the American People Using Information Technology, December 2005, pages 2-3. http://www.whitehouse.gov/omb/budintegration/expanding_egov_2005.pdf

  8. 1. What are the DRM 2.0 and Metadata Requirements and Opportunities? • EAAF 2.0 Section 1.3.3 Data Architecture (Information Management): • Example for Level 3* (out of 5) Practices: • Activities: The agency has created a high-level target data architecture that identifies opportunities for information sharing and consolidation. • When applicable and required by law and policy, the agency has prepared and published inventories of the agency's major information holdings and dissemination products, and otherwise made them available for use by all interested and authorized parties including other agencies and as appropriate, the general public, industry, academia, and other specific user groups. • Artifacts: Target Data Architecture *Level 3 Maturity: Utilized – EA processes and products are documented, under- stood, and are being used in at least some agency decision-making activities.

  9. 1. What are the DRM 2.0 and Metadata Requirements and Opportunities? Metamodel by Andreas Tolk, 2005. • What is it? Taxonomies and Ontologies for describing information relationships and associations in a way that can be accessed and searched. • What am I expected to do? Use the DRM Abstract Model to guide both your agency data architecture and your interagency data sharing activities. • What are some best practices for doing it? See Ontology and Taxonomy Coordinating Work Group, etc. • How do I work both locally in my Agency and more globally with other agencies on this? Participate in the Collaborative Workshops, the DRM ITIT Team, etc.

  10. 1. What are the DRM 2.0 and Metadata Requirements and Opportunities? Mapping DRM Abstract Model to OMB Section 207d / DRM Guidance

  11. 1. What are the DRM 2.0 and Metadata Requirements and Opportunities? Use DRM Version 2.0 itself as a pilot project for education and FEA information sharing! See http://web-services.gov and Dynamic Knowledge Repositories

  12. 1. What are the DRM 2.0 and Metadata Requirements and Opportunities? • Five Key Activities Over the Next Year in Support of SICoP Module 3 White Paper: Implementing the Semantic Web: • 1. Education and Training in DRM Version 2.0 and use in FEA – DRM-based Information Sharing Pilots (started June 13, 2005). • 2. Testing of XML Schemas and OWL Ontologies by NIST and the National Center for Ontological Research, respectively, among others (began October 27, 2005). • 3. Inventory/Repository of Semantic Interoperability Assets and Development of a Common Semantic Model (COSMO) by the new Ontology and Taxonomy Coordinating Work Group (ONTACWG) (started October 5, 2005). • 4. Continued early implementation of DRM 2.0 concepts and artifacts by industry in “open collaboration with open standards” pilot projects and workshops (started July 19, 2005). E.g. FHA/DAWG. • 5. Fostering champions of DRM Best Practices to improve (1) agency data architectures within agencies and (2) cross-agency data sharing across agencies in funded projects (started June 13, 2005).

  13. 1. What are the DRM 2.0 and Metadata Requirements and Opportunities? Super Pilot: Address as Many Boxes as Possible! ? ? Yes CoP: Community of Practice LoB: Line of Business EAAF: OMB Enterprise Architecture Assessment Framework 2.0 FHA/DAWG: Federal Health Architecture – Data Architecture Working Group

  14. 2. Who is implementing DRM 2.0 and Metadata? • DRM 2.0: • Five vendors that we know of so far - Data Foundations, Digital Harbor, GeoDecisons, TopQuadrant, and UNISYS. • Semantic Metadata (see next slide): • 4th Semantic Interoperability for E-Government Conference, February 9-10, 2006: • http://colab.cim3.net/cgi-bin/wiki.pl?FourthSemanticInteroperabilityforEGovernmentConference_2006_2_0910 • DRM Implementation Through Iteration and Testing Team: • http://colab.cim3.net/cgi-bin/wiki.pl?DRMImplementationThroughIterationandTestingPilotProjects

  15. 2. Who is implementing DRM 2.0 and Metadata? The point of this graph is that Increasing Metadata (from glossaries to ontologies) is highly correlated with Increasing Search Capability (from discovery to reasoning).

  16. 3. How have conferences and workshops helped agencies and vendors pilot DRM 2.0 and metadata applications? • Emerging Technology Components Conferences: • E.g. at FOSE 2004: Three days, six sessions, and 31 presentations. Recent success stories (e.g. Data Quality Solutions and Vivisimo). • http://www.componenttechnology.org/Emerging/March_23-25_Conference/ • Collaborative Expedition Workshops: • In past 10 months: 11 Expedition workshops, 1006 participants, 11 Communities of Practice, 805 participants, and Data Reference Model WG: 30 agencies represented, 125 participants, DRM v2.0 issued by OMB in December 2005. • http://colab.cim3.net/cgi-bin/wiki.pl?ExpeditionWorkshop

  17. 4. How can the Industry Advisory Council help? • See “Industry and Universities (How they can help with Outreach/Technology Transfer)” (see next slide) • In “Data Reference Model Implementation Through Iteration and Testing Version 1.0”, October 17, 2005, 19 pages: • http://web-services.gov/DRMITIT10172005.doc • Contact John Dodd: • jdodd@csc.com • http://www.actgov.org/

  18. 4. How can the Industry Advisory Council help? Figure 6 in “Data Reference Model Implementation Through Iteration and Testing Version 1.0”, October 17, 2005, 19 pages

  19. 5. How can the Venture/Angel Capital Community and SBIR Program Managers help? • “From Lab to IPO”: • Tony Stanco, The George Washington University, Director, Council of Entrepreneurial Tech Transfer and Commercialization (CET2C): • See http://lab2ipo.org/lab2ipolectures/ • Small Business Innovation Research (SBIR) Program: • See http://www.sba.gov/sbir • Emerging Technology Components Marketplace for E-Government: • See http://www.componenttechnology.org/

  20. 6. What are Semantic Wikis for Information Management and Community-Based Information Interoperability? • SICoP is part of the Knowledge Management Work Group (KM.Gov): • Working on a Knowledge Reference Model (KRM) that Builds on DRM 2.0 Concepts, Brings Knowledge Management and Enterprise Architecture Together with Semantic Models, Supports Knowledge Retention, Records Management, and Disaster Management, and Really Addresses the Search/Metadata Issue. • SICoP has formed a new sub-group: • SWIM (Semantic Wikis for Information Management) that has recently proposed a DRM 2.0/KRM Pilot called CBII: • Community-Based Information Interoperability for the several agencies that have cross-agency missions requiring record, document, and information sharing, namely: OMB, GSA, GPO, and NARA (see next slide). • http://colab.cim3.net/cgi-bin/wiki.pl?SICoP/SemanticWikisandInformationManagementWG

  21. 6. What are Semantic Wikis for Information Management and Community-Based Information Interoperability? • Community-Based Information Interoperability (CBII) Pilot: • OMB - FEA Reference Model Ontology: • See http://colab.cim3.net/file/work/SICoP/project/fea-rmo/fea-rmo.html • Steve Ray, NIST - all regulations should expressed as ontologies. • GSA – Office of Intergovernmental Solutions Collaboration Wiki: • See http://www.gsa.gov/collaborate • GPO - SICoP/DRM 2.0 Pilot of Trusted Reference Knowledge (see slides 21-26): • See Dynamic Knowledge Repository at http://web-services.gov/ • NARA - FEA Records Management Profile: • See Dynamic Knowledge Repository at http://web-services.gov/ • See http://gw.jarg.com/jsp/index.jsp

  22. 6. What are Semantic Wikis for Information Management and Community-Based Information Interoperability? • GPO - SICoP/DRM 2.0 Pilot of Trusted Reference Knowledge: • CIA Fact Book: • See http://www.odci.gov/cia/publications/factbook/index.html • Updated periodically throughout the year. • Lots of Metadata (Notes and Definitions and Appendices) • Use of Multiple taxonomies: • 270 County Profiles by Alphabet Plus Worlds and Other: • Nine Categories: Introduction, Geography, People, Government, Economy, Communications, Transportation, Military, and Transnational Issues • Rank order statistics for 48 sub-categories in 6 of 9 categories. • See Bryan Aucoin, Service Oriented Architecture, Information Sharing and the FEA DRM, January 24, 2006 (next slide).

  23. 6. What are Semantic Wikis for Information Management and Community-Based Information Interoperability? • I. Manage Structured Data • II. Retrieval and Analysis • III. Authoring • IV. Document Management Source: Bryan Aucoin, Service Oriented Architecture, Information Sharing and the FEA DRM, January 24, 2006, slide 9.

  24. 6. What are Semantic Wikis for Information Management and Community-Based Information Interoperability? This Data Architecture Provides the Three S’s: Structure, Searchability, and Semantics. See http://web-services.gov and Dynamic Knowledge Repositories

  25. 6. What are Semantic Wikis for Information Management and Community-Based Information Interoperability? See next slide for explanation. Federated Search of All DRM Taxonomy Nodes Query of CIA Fact Book Taxonomy Nodes

  26. 6. What are Semantic Wikis for Information Management and Community-Based Information Interoperability? • Query of CIA Fact Book Taxonomy Nodes: • This is the Expert Search Form Interface in the Web Browser where the (1) left pane has the hierarchical table of contents structure in the left pane where the document (s) and their subsections are selected for search and the (2) right pane has the boxes for the actual search query terms (“IHO 23-4th”), number of words about the highlighted search terms that are desired (none), the search execution button, and the query syntax explanation. • Federated Search of All DRM Taxonomy Nodes: • This is the same as item 2 above, except that a different set of boxes are checked in the (1) left pane (the entire DRM Node) and a different query (“ontology”) and number of words about the highlighted search terms that are desired (five) are used in the (2) right pane.

  27. 6. What are Semantic Wikis for Information Management and Community-Based Information Interoperability? Recall Slide 9 Data Story Metamodel Model Metadata Data Note: Can Highlight Table and Copy and Paste to Spreadsheet Because of XML Markup.

  28. 6. What are Semantic Wikis for Information Management and Community-Based Information Interoperability? Separation of the Data Presentation from the Data & Metadata. Data & Metadata (see next slide) Data Presentation/ Visualization http://web-services.gov/statabs2003no1.htm

  29. 6. What are Semantic Wikis for Information Management and Community-Based Information Interoperability? The Data & Metadata Travel Together in XML Format! Data & Metadata in XML http://web-services.gov/statabs2003no1.htm

  30. 6. What are Semantic Wikis for Information Management and Community-Based Information Interoperability? Note: This pilot treats all five FEA Reference Models and three FEA Profiles!

  31. 6. What are Semantic Wikis for Information Management and Community-Based Information Interoperability? Composite Application Platform (Portals, SOA, and Enterprise Integration) http://web-services.gov/pilots/DigitalHarbor/CampaignFinance.htm

  32. 6. What are Semantic Wikis for Information Management and Community-Based Information Interoperability? • Semantic Wikis try to combine the strengths of Semantic Web (machine processable, data integration, complex queries) and Wiki (easy to use and contribute, strongly interconnected, collaborativeness) technologies. • Goals are diverse and include: • simple annotations of existing Wiki content; • tools that guide users from informal knowledge contained in texts to more formal structures; • full-fledged tools for ontology editing where the text is no longer in the focus of the system. • In the future, Semantic Wiki systems might play an important role for "knowledge acquisition", enabling non-technical users to contribute to the Semantic Web. • Source: http://www.semwiki.org/ • Building Semantic Webs for e-government with Wiki technology: • See next slide. • Recent Paper Proposes 2-level Wiki to improve access to information. • See http://colab.cim3.net/file/work/SICoP/2006-02-09/EGov%20Wiki.pdf

  33. 6. What are Semantic Wikis for Information Management and Community-Based Information Interoperability? Two Connected Layers: Knowledge Map and the Information Resources SICoP and DRM Implementation Through Iteration and Testing: Making It Real, Federal Metadata Management Consortium, December 13, 2005. http://web-services.gov/scopefmmc12132005.ppt

  34. 6. What are Semantic Wikis for Information Management and Community-Based Information Interoperability? • Semantic Wiki for Information Management (SWIM): • Three Steps in Work Flow: • Conceptualization • Markup • Execution (searching, reasoning, rules, etc.) • Tools for Each Step (examples): • Suggested Upper Merged Ontology-WordNet now and Common Semantic Model (COSMO) Agent in 2007. • Collaborative Ontology Development Infrastructure Services (CODS-multi-user Protege) now and Standardized Wiki Semantic Markup Language and Mapping Tools in 2007. • Oracle 10g R2 now and Oracle 11g in 2007.

  35. Meta Data Elements 6. What are Semantic Wikis for Information Management and Community-Based Information Interoperability? • Source: Semantic Wiki: Giving Communities of Practice Tooling to Implement the Data Reference Model (DRM) • and Build Trusted Reference Knowledge, Conor Shankey, February 10, 2006. • See http://colab.cim3.net/file/work/SICoP/2006-02-09/Presentations/CShankey02102006.ppt Federated Trust Engines Map Implementation To Concepts Dialog & Conflict Reference Knowledge Ontologies, Taxonomies, Vocabularies Consensus Share More Share Less More Trust Less Trust

  36. 6. What are Semantic Wikis for Information Management and Community-Based Information Interoperability? • March 3, 2006, Community Learning Collaborative Work Environment Conference Calls, Wiki Training: • http://colab.cim3.net/cgi-bin/wiki.pl?CommunityLearning_CWE/ConferenceCalls_2006_03_03 • March 9, 2006, Semantic Wikis for Information Management (SWIM), Conor Shankey: • See http://www.semantic-conference.com/program/sessions/LBN_Thur_830-930_02.html • March 14, 2006, Collaborative Expedition Workshop, Leveraging Open Standards and Open Collaboration: Pioneering Mechanisms for Agility Across Open, Intergovernmental Communities: • http://colab.cim3.net/cgi-bin/wiki.pl?ExpeditionWorkshop/LeveragingOpenStandardsOpenCollaboration_BuildingAgilityAcrossOpenCommunities • March 15, 2006, Upper Ontology Summit, in Connection with NIST Interoperability Week: • http://ontolog.cim3.net/cgi-bin/wiki.pl?UpperOntologySummit • http://www.mel.nist.gov/div826/msid/sima/interopweek/index.htm

  37. 7. Questions and Answers • Question: Should the FHA DAWG* be overly focused on metadata? • Metadata and data are integrated together in DRM 2.0 and the pilot. • Question: Should FHA DAWG work with unstructured or semi-structured data or defer this task to partners/agencies? • All three types of data are integrated together in DRM 2.0 and the pilot. • Question: Should FHA DAWG also add physical data modeling to methodology? • The DRM ITIT Pilot shows how both conceptual and physical data are done together with ontologies. • Question: Should educational material on metadata and data modeling be present in the Data Strategy? • DRM 2.0 put educational material in the DRM Reference Model and ITIT Wiki Pages, not the Reference Model Document itself. Federal Health Architecture Data Architecture Work Group - see http://web-services.gov/scopefhadawg.ppt

  38. 7. Questions and Answers • Question: Should we align more closely to FEA DRM? • Aligning with DRM 2.0 adds credibility to the work and pilot specifically demonstrates the three components of DRM 2.0. • Question: How detailed of a level of analysis can be performed by the FHA DAWG? • This depends on the level of detailed data and information that the FHA partners are willing to expose, e.g. the pilot uses summary data that is in the public domain. • Question: Does the FHA DAWG analyze only (discover) or does it prescribe a solution (recommendation) like semantic harmonization scenarios? • SICoP and DRM ITIT are concerned with achieving semantic harmonization and interoperability. E.g., the suggestion to include the CHI vocabularies in the pilot should be implemented.

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