DOE O 241.1BFrom Policy to Practice

Sharon JordanAssistant Director for Program Integration

Annual STIP Meeting May 4, 2011

DOE ORDER 241.1B (or how I spent the summer of 2010)

• Two years in the making• Hundreds of comments• Rounds of wordsmithing• Lots of red tape• Consensus reached !• Revision issued Dec. 2010

Thrust of RevisionsSection Revision

Purpose Format per Directives template

Applicability Procurement, GC, and Directives updates

Requirements • Intro clarified scope, gave examples;• “Attribution” added;• STI POCs in DOE elements at 2 levels;• Moved to “Responsibilities” if only one office involved

Responsibilities • Format, flow down per directives• TIO responsibility added, incl review and release roles

References • Laws, exec orders, directives added• Guide 241.1-1A deleted

Definitions (now Attach 2) • STI definition updated• Added CUI & Releasing Official

Thrust of RevisionsSection Revision

CRD (Attach 1) • Format per Directives and GC• Flexibility stated and reinforced STI being as defined (“deemed useful”)• Cited attachments for add’l info (per Directives and GC guidance) • Review and release clarified• Inclusion of markings as well as sponsor

STI Products (Attach 3) • Added per Directives guidance• Clarified what to provide to OSTI (types of STI, AN, full product, etc)

Announcement Notices (Attach 4) • Per Directives & GC• Defines ANs used• Adds AN 241.6 • Identifies metadata required

Engaging HQ ProgramsFor example: Classified STI

• NNSA concern with classified STI «gap»• Memo drafted to labs, emphasizes value of

having STI submitted for availability and complete archive

• Site visits also envisioned • New 241.5 announcement notice

Official Notice of STI POC

• Both DOE elements and contractors need to provide OSTI an official notice

• COV concern of commitment, authority• Ensures awareness within organization• Memo preferred, email format OK

Releasing Officials

• Accountability desired• E-link procedure documenting approval• Reconsidering « announcement notice only »

release when understood to be « UNL » – Publicly available datasets (241.6)– Journal citations– Videos at public websites

Sponsoring Organizations• Subprogram attribution is goal• « Transition » plan acceptable• Solutions being explored

– B&R mapping– Award number authority– Sponsoring office table available

FE – Coal and Natural Gas Power SystemsFE – Power Systems Research and DevelopmentFE – Environmental Control Technologies

FE – Gasification TechnologiesFE – Advanced Combustion TechnologiesFE – Fuel Cell TechnologiesFE – Turbine and Heat Engine TechnologiesFE – Advanced Supporting Research Projects

Related Policies and Guidance • Being identified• Coordinating with offices as needed

STIP Working Groups: Putting STI Goals into PracticeRedaction Working Group 

Judy Gilmore, OSTIDavid Hamrin, ORNL

Al Hoiland, INL (formerly Dale Claflin)Mimi Legan, CH

New Media Working Group – Technical

Miriam Blake (Co-Chair), LANL Jannean Elliott (Co-Chair), OSTI

Mary Hale, ANLMona Higgins, NSTec Isom Harrison, LLNL Kim Kindrew, JLAB Jackie Loop, INL

Tomiann Parker, PNNL John Strack, SRS

Kathy Waldrop, OSTI Yvette Woell, ANL

Jean Wolslegel, LBNL

Digital Assets Policy WG Miriam Blake (Chair), LANL

Travis Brooks, SLAC Dale Claflin, INL

Jean Deken, SLAC Mary Donahue, NREL

Rob Finger, NREL Isom Harrison, LLNL Sharon Jordan, OSTI Kim Kindrew, JLAB Jackie Loop, INL

Laniece Miller, LANL Tomiann Parker, PNNL

Annanaomi Sams, PNNL Melanie Sorsby, LANL

John Strack, SRS Yvette Woell, ANL

STI Best PracticesDaphne Evans, OSTI Nancy Doran, PNNL Janine Ford, NNSASC Kevin Schmidt, SRS Kathy Waldrop, OSTI Software Best Practices

Regina Bledsoe, LLNL Kim Buckner, OSTI

Dale Claflin, INL Judy Hulstrom, NREL

Bernadette Kirk, ORNL Dave Long, PNNL Don Scheve, ETTP Gloria Young, OSTI

Practices To Be Developed….

Guidance for Datasets Guidance for DOE Grantees Review/Release Documentation Others??? “TBD”

• STIP working together can make our practices « best practices »

Harnessing the Collective Power of DOE’s STI for Departmental and Scientific Communities AND for DOE’s

Collaborative Efforts