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12. Implementation


12.1 Approach

It is generally recognised that resources for GTOS are scarce. Notwithstanding, it is an urgent imperative to take concrete steps towards becoming an operational observing system complementary to GCOS and GOOS. The development of GT-Net and the demonstration projects to be undertaken by participating networks begin to address this need and GT-Net may be viewed as a prototype for GTOS operation. Clearly, GT-Net activities will address data and information management issues. In fact, some are explicitly identified as key GT-Net activities - e.g. defining a policy on data and information access, sharing and exchanging data, and developing a set of standards for metadata. The timing of the development of this Plan and GT-Net presents an opportunity, over the next 1-2 years, to develop and evolve GTOS policies and procedures with practical experience and to confirm their appropriateness in an operational context.

The principles guiding the implementation of the Plan presented here emphasise involving and evolving: that is involving the GT-Net developments, existing centres of expertise in observing terrestrial eco-systems, and other interested parties, and evolving the policies and procedures as on-going experience is gained. Thus the policies, guidelines and practices presented here must be seen as preliminary, subject to further development and augmentation (especially of detail).

12.2 Process

As discussed in Section 3, the GTOS Steering Committee, Secretariat and the JDIMP are established and have been addressing data and information management issues at a conceptual level. It is recognised that a GTOS Panel on Data and Information Management is needed for effective implementation and on-going oversight of practical day-to-day policies responding to the needs of GTOS partners. The DIMP is one of several priority Panels identified by the Steering Committee. A first draft of the composition and Terms of Reference for such a Panel is included in Appendix 2.

Given current GTOS constraints, it is probable that a fully resourced Panel may take several years to be realised. In order to move ahead in light of the "evolve" principle and the need to interact with GT-Net as it develops, it is recommended that as an interim measure, a Working Group consisting of SC members should be established to take the lead for all elements of the initial implementation detailed in this Data and Information Plan. The Group would likely invite participation and input from others, for instance, outside experts from the GTOS Roster and managers of GT-Net Data Centres. This composition is similar to what would be expected of a standing Panel (see Appendix 2). The Working Group would operate for 1-2 years with responsibilities (see below) which would include confirming the composition and terms of reference for its successor Panel, who will then be able to build on and evolve from the initial work.

12.3 Work Program

The overall GTOS Plan catalogues a set of priority actions. The action items listed in the preceding sections of this document are at a more detailed level and are concerned only with the establishment of an infrastructure and system for Data and Information management. These tasks must be undertaken in concert with activities in other areas, recognising that there is overlap. In some cases, considerations of data and information management are the primary focus and driving force whereas in others, they are more subsidiary in nature. The former are dealt with in the first three groups of tasks in the following Table. The specific action items addressed by each task are identified in the second column, along with the section reference. Where draft starting point material has been included in this document, it is indicated in the third column. The fourth task group lists those action items which need co-operative activity.

Task

Related Action Items

Task Group 1: To establish a Data and Information Management Panel

Task 1.1: Define composition, ToRs, mode of operation for SC approval

Create a GTOS Data and Information Management Panel (sec 3)

Task Group 2: To draft the baseline documents regarding GTOS policies, guidelines and procedures to be tested and refined in Task Group 3 below

Task 2.1: Draft criteria and procedures for designation of GTOS products

Establish GTOS "registration procedures" for datasets and information products (sec 8)

Task 2.2: Draft policy for data access and release

Finalise and publicise GTOS data access and release policy (sec 6)

Task 2.3: Draft criteria and guidelines for designation of GTOS Data Centres

Assess the needs and benefits for designation of different categories of DC (sec 3)

Develop criteria for designation of DCs (sec 3)

Consider designating a number (at least 2) DC’s as GTOS data archive facilities (sec 10)

Task 2.4: Draft guidelines for custodianship agreements

Develop detailed minimum requirements for a GTOS dataset custodian in the form of a proforma custodianship agreement (sec 5)

Establish procedures for assigning, managing and reviewing custodians (sec 5)

Task 2.5: Draft guidelines for directory level metadata

Develop guidelines for metadata requirements to enable user browsing and ordering (sec 6)

Identify metadata requirements at the directory level (with JDIMP) and produce guidelines (sec 7)

Ensure metadata items contain the information required to allow potential users to judge if the data or information is of acceptable quality (sec 8)

Task Group 3: To test each of the above in practice through co-operation with GT-Net, TOPC and other GTOS projects as appropriate

Task 3.1 - 3.5: Refine each of the above in light of pilot application

Build pro-forma agreements to use a starting point for any necessary bi-lateral negotiations (sec 6)

Define user needs for mechanisms and tools for browsing and ordering (sec 6)

Ensure DCs meet user needs for browsing and ordering (sec 6)

Build metadata harmonisation methods (with DCs) (sec 7)

Develop guidelines for archival requirements for GTOS products (sec 10)

Ensure that DC’s have archival procedures in place which are consistent with GTOS guidelines (sec 10)

Design and implement a Data Centres Directory (as Data Centres are designated) (sec 11)

Task 3.6: Present documents to Steering Committee for approval

as above

Task Group 4 - Co-operative Tasks

JDIMP

Continue GTOS representation on JDIMP, at a level to allow full participation (sec 3).

Science Panels

Develop linkages with Science Panels (sec 3).

Panel on Data and Information Release

Ensure analysis of user needs clearly identifies data and information requirements (sec 4).

Review outcomes of user needs analyses to identify "core dataset" requirements (sec 4).

International subject matter bodies

Identify minimum generic metadata requirements at the dataset level for different data types (sec 7).

Develop and maintain an inventory of all of the principal international standards organisations and international scientific bodies active in harmonising environmental data relevant to the GTOS scope (particularly terrestrial ecology classification systems, taxonomy, instrumentation and data collection methodologies) (sec 9).

Identify priority areas where lack of harmonisation is hindering the potential usefulness of GTOS data (sec 9).

Facilitate and sponsor international expert meetings to develop harmonisation techniques and correspondence tables in key sectors relevant to GTOS (sec 9).


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