Project Document Configuration Management by cwk80254

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									Configuration Management
for Transportation
Management Systems

Brian L. Smith
Center for Transportation Studies




Project Update
June 3, 2003
Presentation Overview
   Purpose of project
   Intended audience
   Brief overview of configuration
    management
   Overview of guidance document
   Phase 2 – completion of outreach
    materials
   Contact information and channels for
    questions and feedback

                              2003 TMC PFS Annual Meeting
    Project Purpose
   Configuration Management for
    Transportation Management Systems is
    intended to provide guidance for
    transportation professionals who are
    either
       seeking to improve change management in a
        traffic management system or regionally
        integrated intelligent transportation system by
        introducing formal CM, or
       using CM currently and require a technical
        reference to support their activities.

                                      2003 TMC PFS Annual Meeting
Intended Audience
   Configuration Management for
    Transportation Management Systems is
    intended to be guidance material for any
    individual who is engaged with or
    responsible for the planning, design,
    implementation, management, operation
    or maintenance of transportation
    management systems.
   Supports both
       Technical personnel
       Policy/program-level personnel
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Project Status
   Content for guidance document is
    complete
     Comprehensive
     Many concrete examples
     Best practices recommended

   Current effort
     Complete document formatting
     Complete related outreach materials


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Overview of CM
 Before providing an overview of the
  guidance document, important to
  briefly review the fundamentals of
  configuration management
 This overview is included in Chapter
  1 of the document.



                          2003 TMC PFS Annual Meeting
Configuration Management
A management process for
establishing and maintaining
consistency of a product’s
performance, functional, and
physical attributes with its
requirements, design, and
operational information throughout
its life.       -EIA Standard 649

                       2003 TMC PFS Annual Meeting
CM Process
                              Configuration
                              Management



                                                                Configuration
   Configuration                Change
                                                                   Status
   Identification             Management
                                                                 Accounting
Define the product and   Control changes to a Product            Provide status and
   its configuration        and its configuration           information about a product
    documentation              documentation                    and its configuration
     Identification                                               documentation
                              Configuration
                                 Audits
                             Verify consistency of
                         configuration documentation
                              against the product

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CM Plan
   CM Plan describes how configuration
    management is accomplished and
    how consistency between system’s
    configuration and the configuration
    records is achieved and maintained




                           2003 TMC PFS Annual Meeting
Configuration Identification
   Configuration Identification is the
    basis from which the configuration
    of items are defined and verified
    products and documents are labeled
    and changes are managed.




                           2003 TMC PFS Annual Meeting
Change Control
   Change Control is a process for
    managing product configuration
    changes and variances in order to
    assure system integrity




                           2003 TMC PFS Annual Meeting
Config Status Accounting
   Configuration Status Accounting is a
    set of activities associated with
    periodic reporting on the status of a
    configuration and the changes to
    that configuration




                            2003 TMC PFS Annual Meeting
Configuration Audits
   Configuration Audits ensure that the
    performance and functional
    requirements defined in the
    configuration documentation have
    been achieved and that the design
    itself has been accurately
    documented.


                            2003 TMC PFS Annual Meeting
Overview of Guidance
Document
 Philosophy
 Key features
 Walk through chapter-by-chapter




                        2003 TMC PFS Annual Meeting
Philosophy
 Generic CM guidance is available
 There is a need to relate this
  available guidance to TMCs through
  concrete examples
       Extensive use of real-world examples of
        CM usage in TMCs
   Provide “pointers” to allow one to
    avoid reading document sequentially
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Features – EIA 649
          EIA Standard 649 was
           used as the foundation
           for the document. Basic
           definitions and guidance
           were derived from the
           standard.



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Features – Implementation
Guidance
           Following standard
            definitions, specific
            implementation
            guidance as related to
            TMCs is provided.




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Features – Implementation
Guidance Summary
             Following the
              discussion of
              implementation
              guidance, a summary
              box is presented for
              quick access and
              review


                      2003 TMC PFS Annual Meeting
Features – Best
Transportation Practices
              Best transportation
               practices are
               presented. These
               are based on
               concrete examples
               included in the
               document.


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Features – Navigation Help
            Numerous navigation
             boxes are included to
             help readers gain
             further information on
             context-sensitive items.




                        2003 TMC PFS Annual Meeting
Chapter 1 - Introduction
 Fundamentals of CM
 Resources
 How to Use this Document




                       2003 TMC PFS Annual Meeting
Chapter 2 – Current
Practices
 Results of a 2000 survey of
  agencies, intended to gauge level of
  activity in CM
 Largely reproduced from NCHRP
  Synthesis report
 Steering committee felt this
  information provides importance
  context for remainder of document
                          2003 TMC PFS Annual Meeting
Chapter 3 – CM Processes
 Covers every component of the CM
  process.
 Heavy emphasis on
     Describing & presenting transportation
      best practices
     Highlighting key aspects of CM
      standards


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Chapter 4 – CM Plan
 This chapter is devoted to CM
  planning
 Example CM Plan outline presented
 Extensive transportation best
  practices.




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Chapter 5 – CM Baselines
   What is a baseline?
       Including different types of baselines
 Importance of establishing and
  maintaining a baseline
 Transportation best practices




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Chapter 6 – CM Program
 The theme of this chapter is
  “making it work in your agency”
 Specific topics
     Establishing a CM Program
     Organizing for CM

     Personnel

     Budgeting Considerations



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Chapter 7 – CM & the
System Lifecycle
 This chapter provides specific
  guidance on the use of CM as a
  system moves from a concept to
  operations
 Integrated with the system
  engineering lifecycle “V” diagram



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2003 TMC PFS Annual Meeting
Chapter 8 – CM Tools
 Presents software tools available to
  support a CM program
 Includes a link to a website
  providing an inventory of available
  tools
 Examples of DOT’s selection and
  usage of tools

                          2003 TMC PFS Annual Meeting
Chapter 9 – Resources to
Support CM
   Addresses training and staff
    development needs
     Available training courses
     On-line resources

   Discusses the use of consulting
    services in a CM program



                               2003 TMC PFS Annual Meeting
Chapter 10 - Conclusion
 Focus on key guiding principles
 Nine principles that were selected
  from EIA 649
       Include transportation-specific
        discussion of these principles




                                  2003 TMC PFS Annual Meeting
                                 CM in TMS Guiding Principles



  1. Identify the context and environment in which CM is to be
     implemented and develop an appropriate CM Plan accordingly.
             Best Transportation Practices
  2. Define procedures describing how each CM process will be
     accomplished.
  3. Conduct training a number of examples of Configuration Identification
This section will present so that all responsible individuals understand
      their roles and responsibilities and the procedures for
     implementing configuration management processes.
  4. All items are assigned unique identifiers so that one item can be
     distinguished from other items.
  5. Configuration documentation defines the functional,
     performance, and physical attributes of a system.
  6. A baseline identifies an agreed-to description of the attributes of
     an item at a point in time and provides a known configuration to
     which changes are addressed.
  7. Each change is uniquely identified.
  8. Consider the technical, support, schedule, and cost impacts of a
     requested change before making a judgment as to whether or
     not it should be approved for implementation and incorporation in
     the item and its documentation.
  9. Implement a change in accordance with documented direction
     approved by the appropriate level of authority.
Appendices
 A – Description/Summary of EIA 649
 B – Annotated Bibliography
 C – Summary of CM Plans
 D – System Descriptions (used in
  Transportation Best Practices)
 E – List of References
 F – List of Acronyms

                        2003 TMC PFS Annual Meeting
Phase 2 – Complete
Outreach Materials
 Effort began in May 2003
 Partnership
     UVA Smart Travel Lab
     SAIC
        • Lead - Rebecca Doyle
   Purpose – to develop outreach
    materials based on core document

                                 2003 TMC PFS Annual Meeting
Outreach Materials
   Presentation
   Fact sheet
   Tri-fold brochure
   Communications plan
   CM Primer
   CM Research & Development Needs White
    Paper
   Final publication of guidance document

                             2003 TMC PFS Annual Meeting
                                                                                                 2003
Task Name                                                                           Start               Finish   Apr   May    Jun   Jul     Aug     Sep    Oct
Configuration Management for TMCs: Phase 2                                          Fri 5/2/03    Thu 10/2/03
   Contract Aw ard                                                                  Fri 5/2/03      Fri 5/2/03          5/2
   A. Outreach Material and Communication Plan                                      Fri 5/2/03    Wed 9/10/03
       A1. Project Fact Sheet and Presentation                                      Fri 5/2/03    Tue 8/12/03
          Develop Presentation                                                      Fri 5/2/03     Tue 7/1/03
          Submit Draft Presentation to FHWA                                        Tue 7/1/03      Tue 7/1/03                       7/1
          Review Period                                                           Wed 7/2/03      Tue 7/22/03
          Comments Due from FHWA                                                  Tue 7/22/03     Tue 7/22/03                              7/22
          Incorporate Comments                                                   Wed 7/23/03        Fri 8/1/03
          Develop 508-Compliant/Publication Ready Version of Presentation          Mon 8/4/03     Tue 8/12/03
          Submit Final Presentation to FHWA                                       Tue 8/12/03     Tue 8/12/03                                     8/12
          Develop Project Fact Sheet                                                Fri 5/2/03     Tue 7/1/03
          Submit Draft Fact Sheet to FHWA                                          Tue 7/1/03      Tue 7/1/03                       7/1
          Review Period                                                           Wed 7/2/03      Tue 7/22/03
          Comments Due from FHWA                                                  Tue 7/22/03     Tue 7/22/03                              7/22
          Incorporate Comments                                                   Wed 7/23/03        Fri 8/1/03
          Develop 508-Compliant/Publication Ready Version of Fact Sheet            Mon 8/4/03     Tue 8/12/03
          Submit Final Fact Sheet to FHWA                                         Tue 8/12/03     Tue 8/12/03                                     8/12
       A2. Tri-Fold Brochure                                                        Fri 5/2/03    Wed 8/20/03
          Develop Tri-Fold Brochure                                                 Fri 5/2/03    Wed 7/16/03
          Submit Draft Tri-Fold Brochure to FHWA                                 Wed 7/16/03      Wed 7/16/03                             7/16
          Review Period                                                           Thu 7/17/03     Wed 7/30/03
          Comments Due from FHWA                                                 Wed 7/30/03      Wed 7/30/03                                7/30
          Incorporate Comments                                                   Wed 7/30/03        Fri 8/8/03
          Develop 508-Compliant/Publication Ready Version of Tri-Fold Brochure   Mon 8/11/03      Tue 8/19/03
          Submit Final Tri-Fold Brochure to FHWA                                 Wed 8/20/03      Wed 8/20/03                                       8/20
       A3. Communications Plan                                                      Fri 5/2/03    Tue 7/29/03
          Develop Communications Plan                                               Fri 5/2/03     Thu 7/3/03
          Submit Draft Communications Plan to FHWA                                 Tue 7/1/03      Tue 7/1/03                       7/1
          Review Period                                                             Fri 7/4/03    Tue 7/15/03
          Comments Due from FHWA                                                  Tue 7/15/03     Tue 7/15/03                             7/15
          Incorporate Comments                                                    Tue 7/15/03     Tue 7/29/03
          Submit Final Comm unications Plan to FHWA                               Tue 7/29/03     Tue 7/29/03                                7/29




                                                                                            2003 TMC PFS Annual Meeting
                                                                                                        2003
Task Name                                                                                   Start              Finish   Apr   May   Jun    Jul     Aug     Sep        Oct
       A4. Configuration Management Primer                                                 Fri 5/2/03    Wed 9/10/03
           Develop CM Primer                                                               Fri 5/2/03     Thu 7/3/03
           Develop 508-Compliant/Publication Ready Version of CM Primer                    Fri 7/4/03    Wed 7/16/03
           Submit Draft CM Primer                                                        Wed 7/16/03     Wed 7/16/03                              7/16
           Review Period                                                                 Thu 7/17/03     Wed 7/30/03
           Comments Due from FHWA                                                        Wed 7/30/03     Wed 7/30/03                                7/30
           Incorporate Comments                                                          Thu 7/31/03     Wed 8/13/03
           Submit Revised CM Primer to FHWA                                              Wed 8/13/03     Wed 8/13/03                                     8/13
           Review Period                                                                 Thu 8/14/03     Wed 8/27/03
           Comments Due from FHWA                                                        Wed 8/27/03     Wed 8/27/03                                        8/27
           Incorporate Comments                                                          Thu 8/28/03       Fri 9/5/03
           Revise 508-Com pliant/Publication Ready Version of CM Primer                   Mon 9/8/03     Wed 9/10/03
           Submit Final CM Primer to FHWA                                                Wed 9/10/03     Wed 9/10/03                                              9/10
   B. Future Research, Training, or Technical Transfer                                     Fri 5/2/03    Thu 10/2/03
       B1. Draft White Paper                                                               Fri 5/2/03    Thu 8/21/03
           Develop Draft White Paper                                                       Fri 5/2/03    Thu 7/31/03
           Submit Draft White Paper                                                      Thu 7/31/03     Thu 7/31/03                                7/31
           Review Period                                                                   Fri 8/1/03    Thu 8/21/03
           Comments Due from FHWA                                                        Thu 8/21/03     Thu 8/21/03                                       8/21
       B2. Final White Paper                                                              Fri 8/22/03    Thu 10/2/03
           Develop Revised White Paper                                                    Fri 8/22/03     Thu 9/4/03
           Submit Revised White Paper                                                     Thu 9/4/03      Thu 9/4/03                                            9/4
           Review Period                                                                   Fri 9/5/03    Thu 9/18/03
           Comments Due from FHWA                                                        Thu 9/18/03     Thu 9/18/03                                               9/18
           Incorporate Comments                                                           Fri 9/19/03     Fri 9/26/03
           Develop 508-Compliant/Publication Ready Version of Final White Paper          Mon 9/29/03     Thu 10/2/03
           Submit Final White Paper                                                      Thu 10/2/03     Thu 10/2/03                                                     10/2
   C. Completion of Final Technical Reference Document                                    Tue 5/6/03      Fri 7/11/03
       Develop Revised Technical Reference Document                                       Tue 5/6/03      Fri 5/23/03
       Develop 508-Compliant/Publication Ready Version of Technical Reference Document   Mon 5/26/03      Mon 6/2/03
       Submit Revised Technical Reference Document                                        Mon 6/2/03      Mon 6/2/03                 6/2
       Review Period                                                                      Mon 6/2/03      Fri 6/20/03
       Comments Due from FHWA                                                            Mon 6/23/03     Mon 6/23/03                       6/23
       Incorporate Comments                                                              Tue 6/24/03      Fri 7/11/03
       Submit Final Technical Reference Document                                          Fri 7/11/03     Fri 7/11/03                            7/11
For More Information

 Brian L. Smith
 briansmith@virginia.edu
 http://SmartTravelLab.virginia.edu

 Rebecca Doyle
 doyler@saic.com

                            2003 TMC PFS Annual Meeting

								
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