# Presentation: 604860

## Spring Depository Library Council
March 31, 2008

- Spring Depository Library Council
- March 31, 2008

**U.S. Government Printing Office** **FDsys Update**

## Presentation Outline

- Program Update
- Release Development Update
- Communications Update
- Council Recommendations
- Questions and Answers

## Program Update – change timeline

- Harris Corporation was awarded a contract to serve as the master integrator in August 2006.
- GPO reached an agreement with Harris to restructure the contract in mid-February 2008.
- At that time, GPO assumed overall program responsibilities and redefined Harris’ role.

## Program Update – why change?

- System design and development progress was falling behind expectations, risking a 2008 launch.
- GPO’s FDsys program management skills were considered stronger than those demonstrated by Harris.
- GPO taking on more program responsibility was considered to be a lower program risk.

## Program Update – so now what?

- GPO now has overall program management responsibility.
- GPO has contracted subject matter experts to assist in system design activities and program support tasks.
- Harris is providing software development resources, guided by GPO.
- This restructured team is proceeding to deliver the first release.

**Notes:**
Other points:
-GPO is currently reviewing the impact these changes may possibly have and we will have more detailed schedule information in April. 
-GPO is contracting with FAST, Documentum, and MITRE to have experts in-house

## FDsys Release Development

- Release 1B (launched in 2007)
- Proof of Concept to test user functionality and solicit feedback
- Release 1C (divided into 3 phases)
- First phase is targeted for 2008
- Subsequent phases at six month intervals
- Releases 2 and 3 (completion of end to end functionality)

**Notes:**
Completed in September 2007, Release 1B is an internal release of FDsys as a proof-of-concept to test the core functionality (such as package creation) that future releases will build upon. The FDsys beta version was released to limited internal and external audiences to ensure that the foundation for FDsys is operating as expected. 

The first public release of FDsys, Release 1C, will be implemented in three phases. The first phase is targeted for late 2008 and will establish the system foundation, and the capability for digital preservation, and replace the existing GPO Access functionality. The second phase, approximately six months later, will include additional search features and submission of Congressional orders to GPO. The third phase will be released approximately one year after the initial release and will enable federal agencies to submit orders electronically to GPO.

Releases 2 and 3 will bring in additional enhancements to the existing system, and will add to our capabilities to bring more content into FDsys by moving GPO upstream in the content origination process through style tools and by introducing automated Web harvesting processes. This is also the point where preservation processes will be introduced for the Archival Information Packages that have been stored in the preservation repository.

## Release 1C Overview

- Builds on lessons learned from Release 1B
- Includes the key functionality of a public release
- Scaling the system infrastructure
- Enabling the submission of content to the system
- Building a digital repository that conforms to the OAIS reference model and enables the management of content and metadata
- Providing modern search and access tools

**Notes:**
GPO recently published updates to two key documents, the Systems Releases and Capabilities, Version 5.0 and the Requirements Document, Version 3.2. The Systems Releases and Capabilities document provides a high-level overview of system capabilities as they will be implemented in each of the releases of the Federal Digital System. In describing the first public release, Release 1C, system functionality has been defined by features and features have been grouped into feature sets. This approach is new to this revision and should provide a more complete overview of the expected functionality in Release 1C. The FDsys Requirements Document offers a detailed look at all of the requirements developed for FDsys, categorized by feature sets. Both documents are available on the FDsys website.

For this presentation we wanted to touch on the key functionality and features of Release 1C. Release 1C will build on lessons learned from Release 1B and include the key functionality of a public release. This includes scaling the system infrastructure and storage to support high system performance and a rapidly expanding data collection, and includes the significant effort needed to develop workflows for effective content management and to establish the security structure to verify the identity and authority of users and permit them to perform functions granted to them through their user role to content groups to which they have been granted access. 

A primary purpose of Release 1C is to establish the functionality needed to fulfill the high-level design concept of FDsys as a preservation repository which is used to enable current and permanent access to content. Implicit is the use of the information packages and rigorously protected archival storage. GPO’s adoption of the OAIS reference model in the FDsys design is intended to provide the technological environment for a trusted digital repository. 

Search feature will include core functionality to enable public users to locate and ultimately retrieve content and metadata from the system. Users will have the capability to select content collections to search and choose from available search from simple and advanced search screens, within specific collections or across the entire FDsys body of content and metadata. Our goal is to make FDsys as modern and intuitive as the other informational sites people are familiar with, so users can find what they need quickly without needing to learn specific site functionality. Additionally, once FDsys goes live authorized GPO users will be able to monitor and refine search functionality through a COTS business manager interface. The system will also provide the capability for internet search engines to index publicly available content.

## Major Capabilities — Release 1C

- First Phase (late 2008)
- Manage content and metadata in content packages
- Exchange descriptive metadata between FDsys and ILS
- Begin replacement of GPO Access system and migration of existing content collections

**Notes:**
Within the first phase of Release 1C are some fundamental capabilities that all other releases will build upon. With the first phase the system will provide OAIS foundation services such as ingestion of content, storage of that content in the form of electronic records for as long as needed, content management, and the ability to provide access to the content from anywhere on demand. 

A key capability of Release 1C the management of packages, including the SIP, AIP, ACP and DIP. METS records list of content files, list of metadata files, order of content files, folder structure, and relationships between content files and metadata files. Each content file will be related to one or more metadata files and each metadata file shall be related to one or more content files. Each package will contain at least one content file and at least one metadata file. 

The exchange of descriptive metadata between FDsys and the ILS will enhance the search and retrieval functionality of both systems. Full ILS/FDsys integration enables the two-way flow of metadata between the two systems. When new bibliographic records are created, updated, or deleted in the ILS, the descriptive metadata is updated in the corresponding FDsys information package.  Metadata records begun in FDsys during document ingest will trigger cataloging activity in the ILS.

And the first phase of the R1C release will begin the replacement of the familiar WAIS-based GPO Access in use since 1994. FDsys will ingest content currently available on GPO Access as well as day forward content. This includes continuing to provide the capability for users to print and download content. Files will be segmented into smaller files as necessary to support existing business processes. The current plan is to migrate all GPO Access content to FDsys in the first phase, while providing full functionality, which includes collection level advances search and browse functionality, for the top 25 GPO Access collections at the initial launch, and adding additional functionality the remaining collections over the following five months. GPO Access will be maintained during this transition period and for a period of time after the full migration into FDsys. The system will also interface with the GPO Automated PDF Signing System (APS) for the application of digital signatures on publicly available PDF files. 

## Major Capabilities — Release 1C

- Second Phase (mid 2009)
- Enhance search and access functionality
- Provide Congressional submission of content and jobs
- Assign persistent names (Handles) to content

**Notes:**
By the second phase the replacement of GPO Access functionality will be complete, and enhanced search and access features will be enabled.

The content submission part of FDsys will begin to develop in this phase, when FDsys will provide Congressional Content Originators with an interface to electronically submit Congressional Bills, Letterhead, Envelopes, and other Ephemeral material to GPO, along with content metadata related to these publications. 

And FDsys will begin employing persistent names In order for the digital content managed by FDsys to be easily found and shared by a wide range of users.

## Major Capabilities — Release 1C

- Third Phase (late 2009)
- Provide Government agency submission of content and jobs
- Provide a documented interface (API) to allow search by non-GPO systems
- Continued access enhancements (enable navigation of relationships between publications, RSS/email notifications)

**Notes:**
For the third phase of 1C, the content submission capability will be made available to Content Originators within Federal agencies, along with funcationality such as advanced duplicate detection and automated scope determination.

Access enhancements continue throughout this Release. In Phase 3, FDsys will provide a way for users to easily navigate between related publications, such as a the Federal Register and Code of Federal Regulations or between Public Laws and the United States Code. FDsys will also provide RSS and email notifications for new content that is added to the system. 

And by te end of Release 1 FDsys will also provide a search API (application programming interface) that will support external search requests for FDsys content. GPO will continue to work with the library community to gather additional requirements and evaluate different technology solutions (e.g. SOAP and REST). Council and other stakeholders have also stated the need for libraries to interface with FDsys via Application Programming Interfaces, more commonly known as APIs. The ability to use APIs with FDsys expand the possible uses and tools and would allow users to tailor the system to meet their needs. Some possible uses for APIs are allowing libraries to get or contribute content, build local collections, and create value-added content.

## Release 1C Development

- Detailed Design Review scheduled for mid-June 2008
- Currently developing key milestones and dates for R1C
- Will work with SMEs on plan to engage stakeholders in the areas of usability, testing, and training

**Notes:**
We continue to target a late 2008 release, and we believe the change in program structure and the incremental release of functionality will be key factors in hitting that target. 

The Detailed Design Review for the first part of Release 1C is the next major milestone for the FDsys program. This review is held to determine whether the detailed design of the system satisfies the system baseline; unacceptable risks are mitigated; issues for all subsystems, products, and life-cycle processes are resolved; accomplishments and plans satisfy criteria for continuation of the technical effort. In looking at GPO’s Phases and Gates process, this is where we will determine we are ready to move out of Analysis and Design (Phase 4B) and begin the actual Development of the system (Phase 5).

As Mike mentioned in his presentation, we are in the process of bringing in subject matter experts to assist us in in developing and managing a high fidelity Release schedule, and will also be working with experts in interface usability and design and user testing and training to facilitate research & analysis on user experience and assist with interface design. More information will be available as we move through the Detailed Design phase, and we will be working with the Library Services and Content Management staff to engage the community for feedback on initial designs and beta testing opportunities during system development.

## Communications Update

- Proof-of-Concept demonstration was given to more than 20 groups of stakeholders
- Participation in events held by industry leaders
- ALA
- CENDI
- National Digital Strategy Advisory Board
- Interagency Council on Printing & Electronic Publishing

**Notes:**
Much of our outreach since the Fall Depository Library Council meeting centered around the proof-of-concept demonstration and beta testing. The proof-of-concept demo was given to more than 20 groups of stakeholders, including Congress, federal agencies, and library partners in various regions throughout the US. In November, GPO hosted an agency demo day to showcase the proof-of-concept. The demo was attended by more than 30 federal agencies and the reaction was extremely positive. Agencies are excited about the system and the impact it will have on information dissemination. They specifically asked about the ability to add summaries of the content they submit to assist in search functionality. In March 2007, we also posted the proof-of-concept demonstration on the GPO website for the public to view the demo and provide their feedback. If you have not had the opportunity to view the Proof-of-Concept we encourage you to stop by our table in the vendor area. We will have the booth during lunch and during the breaks today and tomorrow. It will also be open during Wednesday morning’s break.

The FDsys team continued to strengthen their involvement with leading groups in information dissemination, digital archiving, and preservation. Team members participated in events held by ALA, CENDI, NDSAB,  and the Interagency Council on Printing & Electronic Publishing.

## Council Recommendations

- Reports on the progress of FDsys development
- System Releases and Capabilities, v5.0
- FDsys Requirements Document, v3.2
- Blog (fdsys.blogspot.com)
- GPO website (www.gpo.gov/fdsys)

**Notes:**
After the Fall 2007 meeting, Council recommended GPO continue to provide them with reports on FDsys development, including detailed milestones and a timeline with functionality and content goals for planned releases. In December 2007,we published a revised version of the System Releases and Capabilities document, which provides a high level overview of system capabilities as they will be implemented in releases of FDsys. The FDsys Requirements Document was also revised in January. The Requirements Document offers a detailed look at all of the requirements, categorized by feature sets.

We also post updates to the FDsys blog and  we have plans to begin using the blog for interaction and to exchange ideas with stakeholders. We also continue to post all updates and documents to the FDsys pages on the GPO website.

## Communications Update

- Upcoming Outreach
- The Society for Imaging Science & Technology’s Archiving 2008 Conference
- International Federation of Library Associations
- Society of American Archivists
- Focus groups
- Working groups

**Notes:**
Looking forward through the summer and into the next Depository Library Council Meeeting, we have various outreach events planned. Lisa LaPlant and Kate Zwaard will be leading an interactive presentation on their paper titled “A Holistic Approach for Establishing Content Authenticity and Maintaining Content  Integrity in a Large OAIS Repository” at the Archiving 2008 Conference.
GPO will attend the International Federation of Library Associations Annual Conference in August. Mike Wash will be participating in a panel discussion on the challenges of digital preservation at the Society for American Archivists annual meeting in August.

Throughout the next several months leading up to the first public release of FDsys, we will continue to hold focus groups and working groups. These groups will assist with user interface development and testing, as well as establishing and verifying requirements for future releases of FDsys. We encourage you to get involved. If you are interested in participating in FDsys activities, email us at pmo@gpo.gov or stop by our table in the vendor area.

## Communications Update

- Speak to the FDsys Team
- Monday
- Afternoon Break
- Tuesday
- Morning Break
- Lunch
- Afternoon Break
- Wednesday
- Morning Break

**Notes:**
The FDsys team has a table set up in the vendor area during the afternoon break today, morning, lunch, and afternoon breaks tomorrow, and during the morning break on Wednesday. We have a computer set up for you to demo the proof-of-concept and we would be happy to answer any questions that you may have.

## Questions and Answers

- Contact us by email
- 	_[pmo@gpo.gov](mailto:pmo@gpo.gov)_
- Visit the FDsys website
- 	_[www.gpo.gov/fdsys](http://www.gpo.gov/fdsys)_