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Integrated Digitized Biocollections (Idigbio) Implementation Plan

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Integrated Digitized Biocollections (Idigbio) Implementation Plan Integrated Digitized Biocollections (iDigBio) Implementation Plan Prepared By: David Jennings, iDigBio Project Manager Joanna McCaffrey, iDigBio Biodiversity Informatics Manager Dr. Larry Page, iDigBio Principal Investigator Dr. Jose Fortes, iDigBio Principal Investigator Dr. Bruce MacFadden, iDigBio Principal Investigator Dr. Greg Riccardi, iDigBio Principal Investigator Dr. Pam Soltis, iDigBio Principal Investigator Version: 3.0 Revision Date: 3/25/2013 REVISION HISTORY Version Description Date 1.0 First draft 6/25/2012 2.0 Modified Digitization section and Roles & Responsibilities matrix 6/28/2012 3.0 DRAFT Updated document formatting; Reviewed and updated milestones in 3/25/2013 each domain; Consolidated scope statement, communication plan, change management plan, risk management plan, quality management plan, and project closure plan into one document University of Florida • Florida Museum of Natural History • Dickinson Hall (Museum Rd. & Newell Dr.) • Gainesville, FL 32611 • 352-273-1906 iDigBio is funded by a grant from the National Science Foundation's Advancing Digitization of Biodiversity Collections Program (#EF1115210) TABLE OF CONTENTS Revision History .............................................................................................................................. 1 Table of Contents ............................................................................................................................ 2 1. Purpose .................................................................................................................................... 4 2. Project Summary ..................................................................................................................... 4 2.1. Vision ................................................................................................................................ 4 2.2. Mission ............................................................................................................................. 5 3. Project Scope ........................................................................................................................... 6 3.1. In-Scope Activities ............................................................................................................ 6 3.2. Out-of-Scope Activities..................................................................................................... 8 4. Project Team ............................................................................................................................ 9 5. Project Organization & Governance ...................................................................................... 10 5.1. Executive Committee ..................................................................................................... 12 5.2. Steering Committee ....................................................................................................... 12 5.3. Internal Advisory Committee ......................................................................................... 13 5.4. External Advisory Board ................................................................................................. 13 6. Project Implementation Plan ................................................................................................. 13 6.1. High-Level Project Progression ...................................................................................... 13 6.2. Roles & Responsibilities ................................................................................................. 13 6.3. Project Administration and Management ..................................................................... 14 6.3.1. Key Objectives ......................................................................................................... 14 6.3.2. Methodology ........................................................................................................... 15 6.3.3. Roadmap ................................................................................................................. 15 6.4. Education and Outreach ................................................................................................ 17 6.4.1. Key Objectives ......................................................................................................... 17 6.4.2. Methodology ........................................................................................................... 18 6.4.3. “Fossils in the Cloud” Program ............................................................................... 18 Page 2 of 43 6.4.4. Roadmap ................................................................................................................. 18 6.5. Serving the Research Community .................................................................................. 21 6.5.1. Key Objectives ......................................................................................................... 21 6.5.2. Methodology ........................................................................................................... 22 6.5.3. Roadmap ................................................................................................................. 22 6.6. Digitization ..................................................................................................................... 23 6.6.1. Key Objectives ......................................................................................................... 23 6.6.2. Methodology ........................................................................................................... 25 6.6.3. Roadmap ................................................................................................................. 26 6.7. Cyberinfrastructure ........................................................................................................ 28 6.7.1. Key Objectives ......................................................................................................... 28 6.7.2. Development Methodology .................................................................................... 30 6.7.3. Requirements Review Process ................................................................................ 31 6.7.4. iDigBio Cyberinfrastructure Architecture ............................................................... 31 6.7.5. Roadmap ................................................................................................................. 32 7. Communication Management ............................................................................................... 36 7.1. Strategy .......................................................................................................................... 36 7.2. Resources ....................................................................................................................... 36 7.3. Internal Communication ................................................................................................ 37 7.4. External Communication ................................................................................................ 37 8. Change Management ............................................................................................................ 38 8.1. Strategy .......................................................................................................................... 38 8.2. Process ........................................................................................................................... 38 9. Risk Management .................................................................................................................. 39 9.1. Strategy .......................................................................................................................... 39 9.2. Definitions ...................................................................................................................... 39 9.3. Process ........................................................................................................................... 40 Page 3 of 43 10. Quality Management ......................................................................................................... 41 10.1. Strategy ....................................................................................................................... 41 10.2. Metrics ........................................................................................................................ 41 11. Project Closure ................................................................................................................... 41 Appendix A – iDigBio Project Progression .................................................................................... 43 1. PURPOSE The Integrated Digitized Biocollections (iDigBio) implementation planning consists of this living document, which contains a high-level overview as well as more detailed milestones describing the project’s implementation. This implementation plan synthesizes a variety of high-level actions within the project’s five domains: (1) Project Administration & Management, (2) Education & Outreach, (3) Serving the Research Community, (4) Digitization, and (5) Cyberinfrastructure. This Implementation Plan will be modified as activities mature and information changes. 2. PROJECT SUMMARY Integrated Digitized Biocollections (iDigBio) is the National Resource, or Home Uniting Biocollections (HUB), for
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