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<h1>Overall Plan</h1>
<h4>Version: 1.2 -- OverallPlanGISIN</h4>
<h4>Last Update: 7th of November, 2006</h4>
<h2>1. Introduction</h2>
<p>This document is here to provide an overview of the process we will be using to define the standards for the Invasive Species Systems Task Group that is a part of the Invasive Species Interest Group (ISIG) for the Taxonomic Database Working Group (TDWG).&nbsp; This group is connected with the Global Invasive Species Information Network (GISIN).</p>
<p>The purpose of this group is to define an Invasive Species System to share invasive species data internationally between a large number of computers (providers).&nbsp; The system will consist of a web service communication protocol and any required directories, portals or other web sites.&nbsp; The system will include a toolkit for providers if required to make implementation of the protocol easy.&nbsp;&nbsp; </p>
<h2>2. Lifecycle</h2>
<p>Below is the software lifecycle the group will be following.&nbsp; Excellent background information for software development is provided by the Rational Unified Process series of books (Kruchten 2000).</p>
<p>The software lifecycle breaks the development process into the following steps:</p>
<p>1. Investigation: Determine user needs, technical feasibility, and available alternatives for implementation<br />
2. Design: Create the design for the system to be implemented.&nbsp; This typically includes object-oriented design techniques and prototyping to investigate design issues.<br />
3. Implementation: Writing of the final software.&nbsp; For a standard this typically includes the toolkits provided to users and test tools.<br />
4. Quality Assurance: Testing of the software.&nbsp; For a standard this includes testing the functionality of the toolkits and insuring the protocol meets the requirements defined during the investigation.&nbsp; Typically testing includes in-house or &ldquo;alpha&rdquo; and user-based testing prior to release or &ldquo;beta&rdquo; testing.<br />
5. Delivery: Shipment of the product to users.&nbsp; For standards development this includes delivery of the toolkits and follow up to insure the toolkit meets the expectations of the users.<br />
6. Maintenance: Includes regular upgrades for additional features, bug fixes, and operating system compatibility.&nbsp; Also includes on-going quality assurance tasks and customer support.<br />
7. Obsolescence: Obsolescence plan insures there are pathways for users to move from the existing product to new products.&nbsp; In the case of a standard this insures the users can adopt a new standard if developed.</p>
<p>The deliverables for each of the phases are listed below.&nbsp; The deliverables are either documents or software.&nbsp; Each deliverable will be available on the web site.</p>
<h3>2.1 Investigation</h3>
<ul type="disc">
<li>User interview/investigation results</li>
<li>Use cases &ndash; what users need to be able to do</li>
<li>Requirements specification &ndash; defines what needs to be created</li>
<li>Feasibility studies &ndash; make sure we can do it</li>
<li>Alternatives analysis &ndash; select the best implementation approach given all the requirements</li>
<li>Investigate existing solutions and pick from them what can be used.</li>
</ul>
<h3>2.2 Design</h3>
<ul type="disc">
<li>Schema specification &ndash; definition of the structure of the data</li>
<li>Protocol specification &ndash; how the data will be communicated</li>
<li>Toolkit design specification &ndash; software and documentation for providers</li>
</ul>
<h3>2.3 Implementation</h3>
<ul type="disc">
<li>Toolkits &ndash; documentation and software to aid providers in joining the system</li>
</ul>
<h3>2.4 Quality assurance</h3>
<ul type="disc">
<li>Test plan &ndash; how we will test to insure requirements are met</li>
<li>Test tools &ndash; software tools to test the toolkits and the system </li>
</ul>
<h3>2.5 Delivery</h3>
<ul type="disc">
<li>Introduction plan &ndash; how the system will be introduced</li>
</ul>
<h3>2.6 Maintenance</h3>
<ul type="disc">
<li>Upgrade plan &ndash; how we will develop, test, deliver upgrades</li>
<li>Customer support plan &ndash; how we will provide support to providers (email, phones, etc.)</li>
</ul>
<h3>2.7 Obsolescence</h3>
<ul type="disc">
<li>Obsolescence plan</li>
</ul>
<h2>3. Use Case Analysis</h2>
<p>In analyzing the use cases we recognized that there were different actions we could take to satisfy the users needs.&nbsp; Some of these actions included adding information to the protocol but others were satisfied by referring users to existing web sites and other tactics.&nbsp; The full list of options and when we would invoke each is below:</p>
<p>a. Do nothing<br />
- Does not fall within our scope<br />
- Someone else is doing it well<br />
- Too complex or expensive<br />
b. Build a centralized web site<br />
- When the computing resources can be established <br />
- When a single resource is needed for folks to access (i.e. a directory, a portal)<br />
- When a centralized server is needed for caching data from providers<br />
c. Link the user to the original source of the data<br />
- When there is little value in aggregating the distributed data<br />
d. Share the data through a protocol<br />
- Data is and needs to be distributed (it is either too big, or data custodians want to maintain control and ownership).&nbsp; Requires tooling of data providers.<br />
- When it is of general interest, support the most common queries (we only share a subset) <br />
- Folks want to create derived products from the data (they have other computing resources)<br />
- Folks want to build a portal to integrate data from multiple existing sources</p>
<h2>4. Definitions</h2>
<p>Based on the number of definitions, this content has been moved to a separate <a href="Definitions.html">definitions document</a>. </p>
<h2>Appendix A &ndash; Issues</h2>
<h3>A.1 Are we extending an existing system or building a new one?</h3>
- We are adding the required information to existing standards to meet the needs of the invasive species community.</p>
<h3>A.2 Which sources?</h3>
- Anyone with invasive species data and the ability to host it on a web server?</p>
<h3>A.3 How will the group communicate?</h3>
- Email for now<br />
- Conferences when possible<br />
- WiKis?<br />
- GISIN Web site?</p>
<h3>A.4 What types of data are we interested in?</h3>
- Access databases, enterprise level databases, etc.<br />
- Occurrence data, negative data (absence data), checklists, bio-status</p>
<h3>A.5 What types of data are we not interested in?</h3>
- Paper.&nbsp; There are other groups working on the digitization of paper data</p>
<h2>Appendix B - References</h2>
<p>Kruchten, P. 2000. The Rational Unified Process, An Introduction. Addison-Wesley, Reading, Massachusetts.</p>
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-- Main.AnnieSimpson - 04 Aug 2007
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