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Configuration Management for Transportation Management Systems

Brian L. Smith Center for Transportation Studies

Project Update June 3, 2003

Presentation Overview
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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
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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.
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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
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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.

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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
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CM Process
Configuration Management

Configuration Identification
Define the product and its configuration documentation Identification

Change Management
Control changes to a Product and its configuration documentation

Configuration Status Accounting
Provide status and information about a product and its configuration 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

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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.

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Change Control

Change Control is a process for managing product configuration changes and variances in order to assure system integrity

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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

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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.

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Overview of Guidance Document
Philosophy  Key features  Walk through chapter-by-chapter

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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

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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.

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Chapter 1 - Introduction
Fundamentals of CM  Resources  How to Use this Document

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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

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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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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

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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

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Chapter 10 - Conclusion
Focus on key guiding principles  Nine principles that were selected from EIA 649

Include transportation-specific discussion of these principles

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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

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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
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Outreach Materials
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Presentation Fact sheet Tri-fold brochure Communications plan CM Primer CM Research & Development Needs White Paper Final publication of guidance document
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2003 Task Name Start Finish Apr May 5/2 Jun Jul Aug Sep Oct

Configuration Management for TMCs: Phase 2 Contract Aw ard A. Outreach Material and Communication Plan A1. Project Fact Sheet and Presentation Develop Presentation Submit Draft Presentation to FHWA Review Period Comments Due from FHWA Incorporate Comments Develop 508-Compliant/Publication Ready Version of Presentation Submit Final Presentation to FHWA Develop Project Fact Sheet Submit Draft Fact Sheet to FHWA Review Period Comments Due from FHWA Incorporate Comments Develop 508-Compliant/Publication Ready Version of Fact Sheet Submit Final Fact Sheet to FHWA A2. Tri-Fold Brochure Develop Tri-Fold Brochure Submit Draft Tri-Fold Brochure to FHWA Review Period Comments Due from FHWA Incorporate Comments Develop 508-Compliant/Publication Ready Version of Tri-Fold Brochure Submit Final Tri-Fold Brochure to FHWA A3. Communications Plan Develop Communications Plan Submit Draft Communications Plan to FHWA Review Period Comments Due from FHWA Incorporate Comments Submit Final Comm unications Plan to FHWA

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2003 Task Name Start Finish Apr May Jun Jul Aug Sep Oct

A4. Configuration Management Primer Develop CM Primer Develop 508-Compliant/Publication Ready Version of CM Primer Submit Draft CM Primer Review Period Comments Due from FHWA Incorporate Comments Submit Revised CM Primer to FHWA Review Period Comments Due from FHWA Incorporate Comments Revise 508-Com pliant/Publication Ready Version of CM Primer Submit Final CM Primer to FHWA B. Future Research, Training, or Technical Transfer B1. Draft White Paper Develop Draft White Paper Submit Draft White Paper Review Period Comments Due from FHWA B2. Final White Paper Develop Revised White Paper Submit Revised White Paper Review Period Comments Due from FHWA Incorporate Comments Develop 508-Compliant/Publication Ready Version of Final White Paper Submit Final White Paper C. Completion of Final Technical Reference Document Develop Revised Technical Reference Document Develop 508-Compliant/Publication Ready Version of Technical Reference Document Submit Revised Technical Reference Document Review Period Comments Due from FHWA Incorporate Comments Submit Final Technical Reference Document

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For More Information
Brian L. Smith briansmith@virginia.edu http://SmartTravelLab.virginia.edu
Rebecca Doyle doyler@saic.com
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