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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

Configuration Management for Transportation Management Systems

Brian L. Smith

Center for Transportation Studies

Project Update

June 3, 2003

presentation overview
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
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
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

2003 TMC PFS Annual Meeting

project status
Project Status
  • Content for guidance document is complete
    • Comprehensive
    • Many concrete examples
    • Best practices recommended
  • Current effort
    • Complete document formatting
    • Complete related outreach materials

2003 TMC PFS Annual Meeting

overview of cm
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
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

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

2003 TMC PFS Annual Meeting

cm plan
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
  • 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
  • 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
Config Status Accounting
  • 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
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
Overview of Guidance Document
  • Philosophy
  • Key features
  • Walk through chapter-by-chapter

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

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features implementation guidance summary
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
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
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
Chapter 1 - Introduction
  • Fundamentals of CM
  • Resources
  • How to Use this Document

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chapter 2 current practices
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
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
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
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
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
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

2003 TMC PFS Annual Meeting

chapter 8 cm tools
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
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
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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appendices
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
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
Outreach Materials
  • 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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slide38
For More Information

Brian L. Smith

[email protected]

http://SmartTravelLab.virginia.edu

Rebecca Doyle

[email protected]

2003 TMC PFS Annual Meeting

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