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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

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Configuration Management for Transportation Management Systems

Brian L. Smith

Center for Transportation Studies

Project Update

June 3, 2003


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Presentation Overview Systems

  • 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


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Project Purpose Systems

  • 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 Systems

  • 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 Systems

  • 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 Systems

  • 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 Systems

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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Configuration Systems

Management

Configuration

Identification

Change

Management

Configuration

Status

Accounting

Define the product and

its configuration

documentation

Identification

Control changes to a Product and its configuration documentation

Provide status and information about a product and its configuration documentation

Configuration

Audits

Verify consistency of configuration documentation against the product

CM Process

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CM Plan Systems

  • 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 Systems

  • 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 Systems

  • 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 Systems

  • Configuration Status Accountingis 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 Systems

  • 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 Systems

  • Philosophy

  • Key features

  • Walk through chapter-by-chapter

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Philosophy Systems

  • 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 Systems

  • 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 Systems

  • Following standard definitions, specific implementation guidance as related to TMCs is provided.

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Features – Implementation Guidance Summary Systems

  • Following the discussion of implementation guidance, a summary box is presented for quick access and review

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Features – Best Transportation Practices Systems

  • Best transportation practices are presented. These are based on concrete examples included in the document.

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Features – Navigation Help Systems

  • Numerous navigation boxes are included to help readers gain further information on context-sensitive items.

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Chapter 1 - Introduction Systems

  • Fundamentals of CM

  • Resources

  • How to Use this Document

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Chapter 2 – Current Practices Systems

  • 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 Systems

  • 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 Systems

  • This chapter is devoted to CM planning

  • Example CM Plan outline presented

  • Extensive transportation best practices.

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Chapter 5 – CM Baselines Systems

  • 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 Systems

  • 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 Systems

  • 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 Systems

  • 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 Systems

  • 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 Systems

  • Focus on key guiding principles

  • Nine principles that were selected from EIA 649

    • Include transportation-specific discussion of these principles

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Appendices Systems

  • 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 Systems

  • 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


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Outreach Materials Systems

  • 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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For More Information Systems

Brian L. Smith

[email protected]

http://SmartTravelLab.virginia.edu

Rebecca Doyle

[email protected]

2003 TMC PFS Annual Meeting


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