u.s. jgofs data management a retrospective cyndy chandler u.s. jgofs data management office 25...

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U.S. JGOFS Data U.S. JGOFS Data Management Management a retrospective a retrospective Cyndy Chandler Cyndy Chandler U.S. JGOFS Data Management Office U.S. JGOFS Data Management Office 25 January 2005 25 January 2005 NACP Data Management Planning Workshop NACP Data Management Planning Workshop New Orleans, LA New Orleans, LA

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Page 1: U.S. JGOFS Data Management a retrospective Cyndy Chandler U.S. JGOFS Data Management Office 25 January 2005 NACP Data Management Planning Workshop New

U.S. JGOFS Data ManagementU.S. JGOFS Data Managementa retrospectivea retrospective

Cyndy ChandlerCyndy Chandler

U.S. JGOFS Data Management OfficeU.S. JGOFS Data Management Office

25 January 200525 January 2005

NACP Data Management Planning WorkshopNACP Data Management Planning Workshop

New Orleans, LANew Orleans, LA

Page 2: U.S. JGOFS Data Management a retrospective Cyndy Chandler U.S. JGOFS Data Management Office 25 January 2005 NACP Data Management Planning Workshop New

26 January 200526 January 2005 U.S. JGOFS DMOU.S. JGOFS DMO 22 of 45 of 45blizzicane of blizzicane of ‘05‘05

Page 3: U.S. JGOFS Data Management a retrospective Cyndy Chandler U.S. JGOFS Data Management Office 25 January 2005 NACP Data Management Planning Workshop New

26 January 200526 January 2005 U.S. JGOFS DMOU.S. JGOFS DMO 33 of 45 of 45

Topics in today’s Topics in today’s presentation:presentation:

IntroductionIntroduction• What is U.S. JGOFS?What is U.S. JGOFS?• What is the DMO?What is the DMO?

Lessons LearnedLessons Learned• U.S. JGOFS data server U.S. JGOFS data server

JGOFS d-DBMS and user interfaceJGOFS d-DBMS and user interface Live Access ServerLive Access Server

Page 4: U.S. JGOFS Data Management a retrospective Cyndy Chandler U.S. JGOFS Data Management Office 25 January 2005 NACP Data Management Planning Workshop New

26 January 200526 January 2005 U.S. JGOFS DMOU.S. JGOFS DMO 44 of 45 of 45

What is U.S. JGOFS?What is U.S. JGOFS?

part of multinational JGOFSpart of multinational JGOFS U.S. Global Change Research Program (US GCRP), U.S. Global Change Research Program (US GCRP),

Scientific Committee on Oceanic Research (SCOR), and Scientific Committee on Oceanic Research (SCOR), and International Geosphere-Biosphere Programme (IGBP) International Geosphere-Biosphere Programme (IGBP)

long term (U.S. 1989-2005)long term (U.S. 1989-2005) multidisciplinary (bio, chem, PO, geology)multidisciplinary (bio, chem, PO, geology) process studies (U.S. 1989-1998), time-process studies (U.S. 1989-1998), time-

series, global surveys, synthesis and series, global surveys, synthesis and modeling, data managementmodeling, data management

investigate ocean carbon fluxinvestigate ocean carbon flux

U.S. Joint Global Ocean Flux U.S. Joint Global Ocean Flux StudyStudy

Page 5: U.S. JGOFS Data Management a retrospective Cyndy Chandler U.S. JGOFS Data Management Office 25 January 2005 NACP Data Management Planning Workshop New

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U.S. JGOFS U.S. JGOFS Data Management Office Data Management Office (DMO)(DMO)

formed in 1988 specifically to meet needs of U.S. JGOFS

assist PIs to submit their data to DMO

ongoing quality control of data

develop and maintain simple, reliable interface to

program data

provide timely, easy access to project results

collaborate with other program DMO

publish U.S. JGOFS data reports

plan final archive of U.S. JGOFS information

Page 6: U.S. JGOFS Data Management a retrospective Cyndy Chandler U.S. JGOFS Data Management Office 25 January 2005 NACP Data Management Planning Workshop New

26 January 200526 January 2005 U.S. JGOFS DMOU.S. JGOFS DMO 66 of 45 of 45

Basic Principles of Data Basic Principles of Data ManagementManagement

from 1988 JGOFS Working Group on Data Managementfrom 1988 JGOFS Working Group on Data Management scientists will generate data in a format useful scientists will generate data in a format useful

for their needsfor their needs oceanographic data sets are best organized in oceanographic data sets are best organized in

terms of metadata (temporal and geographical)terms of metadata (temporal and geographical) data managers should avoid use of coded data data managers should avoid use of coded data

valuesvalues users should be able to obtain all the data they users should be able to obtain all the data they

require from one source and in a consistent require from one source and in a consistent formatformat

data interchange formats should be designed for data interchange formats should be designed for the convenience of scientific usersthe convenience of scientific users

Page 7: U.S. JGOFS Data Management a retrospective Cyndy Chandler U.S. JGOFS Data Management Office 25 January 2005 NACP Data Management Planning Workshop New

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Additional GuidelinesAdditional Guidelines metadata is critical and therefore mandatorymetadata is critical and therefore mandatory data managers should maintain awareness of data managers should maintain awareness of

emerging standards and strive for complianceemerging standards and strive for compliance whatever interface is used to provide access to whatever interface is used to provide access to

the data, it’s still important to provide subset and the data, it’s still important to provide subset and download capability download capability

data management systems must be dynamic - data management systems must be dynamic - balancing tension between existing and new balancing tension between existing and new technologiestechnologies

Page 8: U.S. JGOFS Data Management a retrospective Cyndy Chandler U.S. JGOFS Data Management Office 25 January 2005 NACP Data Management Planning Workshop New

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Basic Components of a Data Basic Components of a Data Management SystemManagement System

data acquisition data acquisition • from variety of sourcesfrom variety of sources

quality assurancequality assurance data publicationdata publication synthesis and modelingsynthesis and modeling

archivearchive

first four components are active throughout the program

Page 9: U.S. JGOFS Data Management a retrospective Cyndy Chandler U.S. JGOFS Data Management Office 25 January 2005 NACP Data Management Planning Workshop New

26 January 200526 January 2005 U.S. JGOFS DMOU.S. JGOFS DMO 99 of 45 of 45

lesson lesson defined . . .defined . . .

1 : a passage from sacred writings read in a service of worship

2 a : a piece of instruction b : a reading or exercise to be studied by a pupil c : a division of a course of instruction

3 a : something learned by study or experience b : an instructive example

4 : an edifying example or experience

5 : a reprimand Lessons Lessons Learned . . .Learned . . .

from the American Heritage Dictionary of the English Language

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The first lesson learned . The first lesson learned . . .. . is a meta lesson . . .

Lessons Lessons Learned . . .Learned . . .

All the lessons learned take on All the lessons learned take on enhanced meaning when applied enhanced meaning when applied to science programs of increasing to science programs of increasing size and complexity.size and complexity.

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Lessons Lessons Learned . . .Learned . . .

technology is good; people are more important

diverse range of expertise and personalities

designers, programmers, data managers

someone with authority to set overall vision

qualified staff to make effective use of technology

guidance from advisory committee which includes active investigators

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U.S. JGOFS DMO U.S. JGOFS DMO personnelpersonnel

David Glover (director) Cyndy Chandler (manager) Jeff Dusenberry (data specialist)

Previous staff membersPrevious staff members• Christine Hammond (manager)• George Heimerdinger (data specialist)• David Schneider (data specialist)

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Lessons Lessons Learned . . .Learned . . .

develop a data policy, publicize and follow it

guidance from steering committee

consent from participating investigators

reiterate at conferences and workshops

encourage compliance

agree on method of enforcement (used as last resort)

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Lessons Lessons Learned . . .Learned . . .

establish protocols at program start with mechanism for adaptation when necessary

sampling methodologies

naming conventions

parameter dictionary, controlled vocabulary

XML schema, thesauri, ontologies

units of measurement

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Lessons Lessons Learned . . .Learned . . .

facilitate contribution of data to collection compile an inventory of expected results

publish and maintain the inventory

remind investigators of opportunities to contribute data and results to the growing inventory

review procedure at conferences and workshops

accept all formats of data

work with investigators to complete metadata records

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JGOFS distributed database JGOFS distributed database management systemmanagement system

U.S. JGOFS DMO accepted any format data from the field study investigators and used methods to locate and translate the data

objects

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Lessons Lessons Learned . . .Learned . . .metadata is of critical importance metadata is of critical importance

accurate, complete, available with data

monitor emerging standards

define minimal metadata requirements

standards-compliant solutions where possible

complete metadata record enables reuse of data

metadata assembly is time consuming, but is the key to enabling secondary reuse of data

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metadatametadata

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Lessons Lessons Learned . . .Learned . . .

quality assurance is an ongoing process

intense QA process during initial acquisition and ingestion into data system

problems discovered as data are utilized by others

◊ insufficient or inaccurate metadata

process of data product synthesis becomes a valuable diagnostic tool for improving data quality

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26 January 200526 January 2005 U.S. JGOFS DMOU.S. JGOFS DMO 2020 of 45 of 45

Lessons Lessons Learned . . .Learned . . .

begin synthesis early do not wait until all the data has been collected

synthesized products greatly enhance the data

collection

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26 January 200526 January 2005 U.S. JGOFS DMOU.S. JGOFS DMO 2121 of 45 of 45

Lessons Lessons Learned . . .Learned . . .

provide timely, easy access to project results

develop and maintain simple, reliable interface to data collection

single interface to entire data collection

balance tension between new innovative technologies and existing stable implementations

if an interface is broken, it doesn’t matter how great the original concept was

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U.S. JGOFS Data ServerU.S. JGOFS Data Server

JGOFS distributed database JGOFS distributed database management system (d-DBMS) used management system (d-DBMS) used for field datafor field data

Live Access Server (LAS) used for Live Access Server (LAS) used for gridded, synthesis and model resultsgridded, synthesis and model results

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U.S. JGOFS U.S. JGOFS data server web interfacedata server web interface

to data catalogto data catalog

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JGOFS Distributed Database JGOFS Distributed Database Management System (d-Management System (d-DBMS)DBMS)

distributed, object-oriented systemdistributed, object-oriented system originally developed by Glenn Flierl, originally developed by Glenn Flierl,

James Bishop, Satish Paranjpe, David James Bishop, Satish Paranjpe, David Glover Glover

supports multidisciplinary, multi-supports multidisciplinary, multi-institutional data acquisition projectinstitutional data acquisition project

multiple data storage formats and multiple data storage formats and locationslocations

data interpreted by ‘methods’data interpreted by ‘methods’

Page 25: U.S. JGOFS Data Management a retrospective Cyndy Chandler U.S. JGOFS Data Management Office 25 January 2005 NACP Data Management Planning Workshop New

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Data ListingData Listing select dataset select variable

(columns) select range

(rows) view metadata

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subset, plot, download datasubset, plot, download data

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Live Access Server Live Access Server InterfaceInterface

providesaccess tosynthesisand model

results

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Live Access Server ~ Live Access Server ~ LASLAS

LAS Development Team (original)LAS Development Team (original) Steve HankinSteve Hankin Jon CallahanJon Callahan Joe SirottJoe Sirott

located at UW JISAO/NOAA-PMELlocated at UW JISAO/NOAA-PMEL

University of Washington’s Joint Institute University of Washington’s Joint Institute for the Study of the Atmosphere and Ocean for the Study of the Atmosphere and Ocean and NOAA Pacific Marine Environmental and NOAA Pacific Marine Environmental LaboratoryLaboratory

Page 29: U.S. JGOFS Data Management a retrospective Cyndy Chandler U.S. JGOFS Data Management Office 25 January 2005 NACP Data Management Planning Workshop New

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Live Access Server Live Access Server InterfaceInterface configurable Web server configurable Web server

data and metadata interfacedata and metadata interface provides access to geo-referenced scientific dataprovides access to geo-referenced scientific data presents distributed data sets as a unified virtual presents distributed data sets as a unified virtual

data base (DODS/OPeNDAP) data base (DODS/OPeNDAP) uses Ferret as the default visualization uses Ferret as the default visualization

applicationapplication visualize data with on-the-fly graphics visualize data with on-the-fly graphics request custom subsets of variables in a variety request custom subsets of variables in a variety

of file formats of file formats access background reference material access background reference material

(metadata) (metadata) compare variables from distributed sourcescompare variables from distributed sources

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LAS enables a data server LAS enables a data server to …to … unify access to multiple types of data unify access to multiple types of data

in a single interfacein a single interface create thematic data collections from create thematic data collections from

distributed data sourcesdistributed data sources offer derived products on the fly offer derived products on the fly offer variety of visualization styles offer variety of visualization styles

• customized for the datacustomized for the data

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26 January 200526 January 2005 U.S. JGOFS DMOU.S. JGOFS DMO 3131 of 45 of 45

U.S. JGOFS LASU.S. JGOFS LAS MySQL database of netCDF and JGOFS MySQL database of netCDF and JGOFS

format data objectsformat data objects interface to project data and metadata interface to project data and metadata data sub-selection data sub-selection (selections, projections)(selections, projections)

multi-variable supportmulti-variable support gridded vs. in-situ data differencinggridded vs. in-situ data differencing multiple views multiple views

• (property-property, depth horizon, cruise tracks, (property-property, depth horizon, cruise tracks, overplots)overplots)

multiple products (ps, gif, text, NetCDF)multiple products (ps, gif, text, NetCDF)

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LAS v6LAS v6select dataset and select dataset and

variablesvariables

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select dataset select variable set constraintsselect view (XYZT)select output typeselections:

lat/lon timedepth range

LAS LAS constraintsconstraints

LAS v6 LAS v6 constrainconstrain

tsts

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LAS LAS outpuoutpu

tt select dataset

select variable

set constraints

output

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Property DepthProperty Depth

LAS LAS v6v6

Property-Property-DepthDepth

Arabian SeaArabian SeaNitrateNitrate

from merged from merged product product

generated by generated by DMO from DMO from in situin situ Niskin bottle data Niskin bottle data

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Comparison Overlay PlotComparison Overlay Plot

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overlay plotoverlay plot

chlorophyllchlorophyll(May)(May)shadedshaded

SeaWiFS data SeaWiFS data contributed by:contributed by:Yoder and Yoder and KennellyKennelly

surface surface nitrate (April)nitrate (April)contourscontours

Nutrient Nutrient Climatologies Climatologies contributed by:contributed by:Ray NajjarRay Najjar

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U.S. JGOFS Data System U.S. JGOFS Data System SummarySummary

supports a variety of data formatssupports a variety of data formats OPOPeeNDAP used to access data NDAP used to access data

collectioncollection coupled metadata and datacoupled metadata and data supports data subselectionsupports data subselection offers variety of products for offers variety of products for

downloaddownload

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Lessons Lessons Learned . . .Learned . . .

encourage data managers to collaborate

other data managers within program

JGOFS DMTT

data managers from other programs

GLOBEC, LTER

program investigators and participants

attend conferences and workshops

offer data system tutorials

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Lessons Lessons Learned . . .Learned . . . publish data reports

archive data in one place

easy access to project results

most complete and accurate form of database

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data reports published data reports published on CD-ROMon CD-ROM

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Lessons Lessons Learned . . .Learned . . .

plan early for final archive of program results

digital records

don’t forget the boxes of stuff !

Page 43: U.S. JGOFS Data Management a retrospective Cyndy Chandler U.S. JGOFS Data Management Office 25 January 2005 NACP Data Management Planning Workshop New

26 January 200526 January 2005 U.S. JGOFS DMOU.S. JGOFS DMO 4343 of 45 of 45

develop a data policy, publicize and follow it

establish protocols at program start with mechanism for adaptation when necessary

facilitate contribution of data to collection

metadata is of critical importance metadata is of critical importance accurate, complete, available with data

quality assurance is an ongoing process

begin synthesis early

Lessons Lessons Learned . . .Learned . . .

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26 January 200526 January 2005 U.S. JGOFS DMOU.S. JGOFS DMO 4444 of 45 of 45

provide timely, easy access to project results

develop and maintain simple, reliable interface to

data collection

encourage data managers to collaborate

publish data reports

plan early for final archive of program results

Lessons Lessons Learned . . .Learned . . .

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ChallengeChallengess functioning amid the chaos

maintaining a healthy data management system amid the chaos of rapidly changing information technology

distinguishing between enabling and disruptive technologies

data and results – what to preserve? raw and processed data, synthesized products, model code, inputs, results

increasing volume and diversity

long-term preservation of data

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U.S. JGOFS web siteU.S. JGOFS web sitehttp://usjgofs.whoi.ehttp://usjgofs.whoi.edudu