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Project Initiation

Appoint Project Board | Agree Management Structure | Agree Benefits and Success Criteria | Establish funding and Budgeting Procedures | Agree Methodology | Formalise Project Initiation

Appointment of Project Board to agree purpose and aims
The first step is to gain the support of the authority at the highest level and appoint a project board. A project board should consist of a Strategist, a Project Leader plus at least one collaborative partner, i.e. an associate at Borough or District level.

The aims and purpose should then be established formally and agreed.

The aims are shown under the Strategy Section

The overall purpose was the provision of a metadata standard, and an Information Repository, populated with metadata conforming to this new West Sussex Metadata Standard. In addition it was agreed to provide tools to expose this metadata in an eGIF compliant fashion.

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Agree management structure

Project Organisation Structure
(Click for larger version)

Position Responsibilities
Project Leader The Project Leader is ultimately responsible for the project, supported by the Senior User and Senior Supplier. The Project Leader has to ensure that the project gives value for money, ensuring a cost-conscious approach to the project, balancing the demands of business, User and Supplier.
Project Manager Is given the authority and responsibility to manage the project on a day-to-day basis to deliver the required products within the constraints agreed with the Project Board.
Lead Developer Will ensure that the selected solution is technically appropriate to meet the requirements and to allow future enhancements to communicate with back office systems. The person who will be tasked with the work of identifying how the information repository will interact with the existing network. A systems analyst will need to be available for each partner
Information Management Officer Primarily tasked with; collating the taxonomy; categorising and indexing the Service and Process data. These individuals will liaise with developers at each of the organisations. This person will co-ordinate the communication with partners and other government agencies, as part of the peer review and dissemination process. Additionally, will work closely with the technical team and communicate back to the Project Manager & Leader on a regular basis the project progress.
Developers Will provide requirements analysis, design, development and knowledge transfer. Have experience of;
  • XML development, schemas and namespaces
  • Resource Description Framework
  • awareness of Dublin Core standards
  • proven Java 2 development skills (inc. Server side and JSP/servlets)
  • Java 2 Enterprise Edition (J2EE)
  • experience of working on an enterprise RDBMS system, preferably Oracle
  • good SQL skills
  • understanding of UK eGovernment policy and in particular, eGIF
Web Designer We used a web designer to create our project website through www.sourceforge.net tools. http://iman-repos.sourceforge.net/ This has given a professionally looking outlet to develop the project further.
2nd Tier Local Authorities Reports to the IMO. Provides taxonomy unique to their services.
Project Support Reports to the IMO. To assist in the population and tagging of information for the repository

Specialist IT Contractors were used to compliment the skilled staff base already existing at WSCC. Additionally, they proved to be useful mentors.

Reporting

  • The Project Team met on a regular basis (weekly and monthly) where progress and issues were discussed and resolved, as appropriate

  • All deployment decisions and infrastructure (hardware and software) were documented and the software deployment was also to be automated. This enabled others to deploy the solution with minimum intervention

  • Deviation from agreed requirements was subject to change control processes at project board level. Note: Foreseen deviation from projected release dates should be escalated to the Board, who would then be able to drop items from the deliverable scope in order to allow deliverables to meet the milestones.

  • Related project documents were filed using available collaboration tools; Lotus Notes database (accessible to West Sussex County Council partners only); CNET+ Project Quickplace (accessible by project partners only) and the project website (accessible to any interested parties)

  • Any changes to requirements and scope were handled via the project board and the change management process.

  • The project regularly delivered small, useful, discrete sub-components that were all of production quality standard. Feedback at each of these stages then allowed changes to the ultimate design. Establish and agree deliverables

The agreed deliverables were:

  • West Sussex Metadata Standard
  • information repository
  • a synonym data store
  • a prototype searching tool
  • harvesting and tool that enabled the extraction
  • editing tool that enabled the construction and amendment of metadata
  • publish at least 50 documents.
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Agree Benefits and Success Criteria

Success Criteria

The development of the repository (1st milestone) and its population with 50 information items (2nd milestone).
Other critical success criteria are:

  • Publication of a common keyword list(s) and framework for their use (deliverable: an agreed keyword (metadata) list and framework document)

  • Demonstration of use of Dublin Core, populated by keyword (deliverable: Dublin Core template for HTML pages)

  • The publication of at least 50 information items appropriately tagged (deliverable: 50 pdf or similar files published on website)

  • A visualisation of the repository capable of navigation (deliverable: HTML repository map)

  • The use of a method to add "tagging" information content (deliverable: software solution to add tags)

  • A method to add tagged information to the repository (deliverable: documented management method)

To encourage ongoing support of the network, it is vital that partners understand these success criteria

Benefits

  • enable targeted searching and information retrieval

  • ensure that all requests for information 'point' to the same source

  • infrastructure in place to maintain and update the stored data
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Establish funding and budgeting procedures

The majority of the project funding came via Central Government (oDPM) to support and develop the CNET+ Pathfinder initiatives. West Sussex County Council, in line with their Information Manager programme, funded the remainder, where the work will be developed further (see Next Steps)

 

Costs

Personnel - complete Project Team

£165,000

2nd Tier Authority input

£3,000

Software

£13,000

Hardware

£2,000

Total

£183,000


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Agree methodology

Collaboration

  • 2nd tier local authorities - 8 in total. By integrating taxonomy from partners at Borough and District level, the I-Man created their own more specialised vocabulary according to the needs of the citizens within the locality

  • Accessible Personalised Local Authority Websites (APLAWS) - West Sussex County Council has adopted their model as the basis for their category indexing

Scope

  • Included items - information architecture relying on technology to deploy

  • Excluded items - content management system, CRM tools, case-based reasoning tools

Assumptions and Constraints

  • Any solutions must be eGIF compliant, with specific focus on delivery mechanism (Web), and the eGMS

  • All deliverable code and documents are likely to be made available to CNET+ partners, and possibly subject to peer review via GovTalk websites

  • All source should be documented to an acceptable standard, and automated tests exist for any code. Put simply, any code without an automated test is deemed to be unacceptable. This enables deployment to occur with confidence that the code executes correctly

  • Security solutions must comply with the Security Frameworks developed by Central Government

  • Simple Dublin Core tags must form the basis of the West Sussex Metadata Standard

  • Sun Microsystems Solaris and Oracle RDBMS are assumed to be the preferred hardware/software solution for WSCC IT projects

  • Sun Microsystems Java™ 2 Enterprise Edition (J2EE) platform solutions are assumed to fit best with current development strategy, although it is accepted that changes to the development strategy are likely within the development period of this project, and must be accommodated

  • The metadata standard tags defined must be simple, flexible and to the maximum extent possible, stable. It is important to avoid the expensive, (in terms of resources), collation of metadata that is subsequently made obsolete by the release of a revision the West Sussex Metadata Standard (the schema)

  • Citizen and Management interfaces must be browser based, (see the eGIF documents), however this does not preclude the use of plug-ins such as Java™ clients

  • Any machine interfaces must be simple to access, (by both local and remote computing resources), and XML based. Simple Object Access Protocol (SOAP) probably fulfils this requirement best

  • Specific hardware and software can be acquired on demand in a timely manner

Timescales

The project began in March 2002 and was completed at the end of June 2002

Desired Large Scale milestones

  1. Deliver a working Information Repository
  2. Deliver Management interface to repository
  3. Publish version 1.0 of West Sussex Metadata Standard
  4. Deliver the thesaurus
  5. All input tools available
  6. Assess next iterations goals/deliverables
  7. Next large-scale iteration of project begins July 2002.

Small scale milestones against current known deliverables:

(NOTE: in these timescales the unit of time for a deliverable naturally occurs every fortnight - in order to release regularly, it is important that the resource planning and sub-project designs/plans should take this elapsed time period as the preferred iteration period.)

  1. West Sussex Metadata (draft)
  2. Management Interface to repository
  3. Data Capture tool prototype
  4. Prototype repository
  5. Data Capture tool prototype
  6. Initial population of Repository with 50 documents
  7. Navigation tool
  8. Peer review of emerging solution
  9. West Sussex metadata standard
  10. Construction of thesaurus/synonym data store draft
  11. Query tools prototype
  12. Provision of web services to external sources
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Formalise project initiation

All the above criteria should be formalised in the Project Initiation Document (PID) and signed off by the Project Board. Additionally, the Project Team should also agree all items.

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