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E-Gov for Planning & NEPA ePlanning Version 2.0 Overview. Geospatial 2007 May 2007. E-Gov for Planning & NEPA Tracks. ePlanning Session 1 ePlanning Version 2.0 Overview by Mary Beth Stulz GeoPDFs Utilized for ePlanning Version 2.0 by Matt Brown ePlanning Session 2

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e gov for planning nepa tracks
E-Gov for Planning & NEPA Tracks
  • ePlanning Session 1
    • ePlanning Version 2.0 Overview by Mary Beth Stulz
    • GeoPDFs Utilized for ePlanning Version 2.0 by Matt Brown
  • ePlanning Session 2
    • ePlanning Version 2.0 CMS and XML Authoring by Cliff Laurin
    • ePlanning Asset Library by Mary Beth Stulz
what is eplanning
What is ePlanning?
  • ePlanning is an cross-cutting Department of Interior (DOI) project that assists resource specialists and line managers with land use planning and NEPA documentation with increased efficiency resulting in both clear and easy-to-understand information for the public, as well as less time spent writing documents.
what is eplanning4
What is ePlanning?
  • ePlanning is a based on various commercially-available off-the-shelf software (COTS) products that are integrated to provide a suite of sophisticated but yet easy to use tools that includes the ability to perform the following tasks:
  • Write, edit, share, peer-to-peer and agency review and approve multi-authored project text;


what is eplanning5
What is ePlanning?
  • Publish documents in multiple formats, such as:
    • web,
    • CD-ROM,
    • paper or PDF;
  • Accept public comments directly into a database;
  • Process and Analyze public comments;
  • View maps related to the data;
  • Establish and follow predefined workflows;


what is eplanning6
What is ePlanning?
  • Create dynamic and interactive links between textual information and the geospatial data supporting and describing the text;
  • Utilize decision support tools;
  • Take advantage of a centralized library of multiple document templates and other items;
  • Identify and reuse content in multiple publications, as well as for future post-project activities such as implementation, monitoring, plan amendments, and maintenance, permitting, etc.;
  • Manage records management that is in a NARA compliant manner.


eplanning history
ePlanning History
  • April 2001: Business Plan Approved
  • 2001-2002: User Requirements developed by SME Team; Gap Analysis of federal and commercial applications undertaken by contractor
  • 2002-2004: ePlanning application developed. First version of software piloted by BLM. Lessons learned assist in developing new version of software
  • 2004-2005: Five projects (4 BLM, 4 Forest Service) go operational with ePlanning. Version patch released
  • Spring 2005: User requirements updated with substantive changes and refinements (all within original scope). COTS based solution recommended for Version 2.0
  • Version 1.04 has been in steady state (O&M) since April 2004
benefits to the eplanning model
Benefits to the ePlanning Model
  • Content reused for other planning efforts, as well as monitoring, amendment, maintenance, revision, and implementation
  • Lowers authoring, publishing, printing, and travel costs (FS estimated 250K savings)
  • Reduces workload, time, and cost of responding to increasing volumes of public comment
  • Provides data and system security; protects these assets (short and long-term)
  • Streamlines NEPA/Planning business workflow
  • Centralizes web sites and planning/NEPA document access and storage (for reuse)
types of user roles for eplanning
ePlanning Admin

ePlanning Specialist

Project Admin

Team Lead



GIS Specialist



FO Manager

DO Planner

SO Planner

Public Affairs

WO Planner


Records Manager


Database Admin (DBA)

Database Owner

Types of “user roles” for ePlanning
  • Most user requirements are tied to a user role
  • Roles vary in the types of functions the user assigned to that role can perform (User Roles vary according to who can read, write, edit, delete or move content; set up projects or documents; establish, save or modify templates, How these roles are defined can be subject to change based on how the CMS and XML Authoring Tools work)
  • Roles defined by ePlanning project:
software for version 2 0
Software for Version 2.0
  • Documentum
    • Content Server 5.3 SP3, Webtop, Administrator, Documentum Foundation Classes (DFC), Web Development Kit (WDK), Records Manager, Annotation Services
  • Arbortext
    • Editor, Styler, Architect, Documentum Webtop Connector 5.2, Publishing Engine
  • ESRI
    • ArcGIS Desktop 9.2, ArcSDE 9.2
  • TerraGo
    • Map2PDF extension for ArcMap (GeoPDF), GeoMark Enable
  • Adobe
    • Acrobat Standard, Acrobat Reader
  • CommentWorks 4.0
    • Issue Sorter, Comment Tracker
  • Database
    • Oracle 10g, SQL Server
  • Operating System
    • Windows 2003, SUSE Enterprise Edition v9
version 2 0 contract awarded
Version 2.0 Contract Awarded
  • July 28, 2006 to Northrop Grumman Corporation
    • Subs – Flatirons Solutions Corporation & ICF Consulting
  • Two year phased development and implementation schedule
functional components
Functional Components
  • Administrative Requirements
  • Authoring
  • Spatial
  • Review
  • Publishing
  • LUP External Website
  • Comment Analysis
  • Records Management
  • Other Requirements
  • Workflow

Administrative Requirements

  • Set up Projects and assign metadata
  • Set up Documents and assign metadata
    • Set up Table of Contents
      • Modify, Delete, and Reorder easily
    • Front and Back Matter
  • Assign and Manage User Roles
  • Set up and Manage Team Members
  • Configuration of Workflows
  • Set up and modification of lists, categories, and codes used throughout the application

Authoring Requirements

  • Must be XML based
  • Write and edit content similar to MS Word/WordPerfect
  • Web and/or Citrix based tool
  • Must have spell check tools, search and replace, thesaurus, cut and paste, create bulleted lists
  • Must be able to create, edit and save large tables (ex. alternatives)
  • Ability to tag content for reuse and easily locate content for use in other projects/documents
  • Create links between sections, chapters, documents and projects and to maps
  • Tag glossary and acronyms terms
  • Create an Index
  • Versioning of documents is extremely important, as well as maintenance of history of changes to content
spatial requirements
Spatial Analysis

Review spatial data/mark up/make comments as part of internal review process

Tie spatial data to RMP/EIS content


Area descriptions

Tie spatial data to public comments

Tie spatial data to public comment summary statements and responses

Search plan content or public comment/summary statement/response by spatial area

Display and manage metadata

Spatial Requirements

Review Requirements

  • Internal review (both peer-to-peer and formal sign-offs within Bureau)
  • Review completed by both ePlanning and non-ePlanning users
  • External review by public on the internet
  • Provides for a user-friendly and fully searchable website comprised of both textual and spatial content (some tied together)
  • Comment forms for the ePlanning websites must be configurable by project
  • Establishes a workflow for team review of “text objects” by user role (author, reviewer, editor, etc)

Publishing Requirements

  • Provides for a less labor-intensive means of publishing large amounts of content to various media (Web, PDF, Paper, CD-ROM)
  • System must enable user to compile content for publication from various sources within project
  • Compliance to Agency (BLM) publishing standards is necessary
  • Style Sheet Management
  • Manage web pages for land use planning projects and NEPA pages at all levels of the organization with a common look and feel

Comment Processing & Analysis

  • BLM RMP/EIS receive large numbers of public comments on the scoping report, alternatives, Draft and Final Plans, as well as protests after Proposed Plan is published
  • Easily identify form letters
  • Need ability to parse, categorize, group, sort, summarize, and respond
  • Ability to create different reports based on comment analysis
  • Workload tracking tools for managing the team’s progress in analyzing comments
  • Develop and maintain national mailing database
records managements
Records Managements
  • Start the creation of the admin record when the project is started (NOT after the ROD is signed)
  • Adhere to the National Archives and Records Administration (NARA) policy requirements regarding Federal record keeping
  • Adhere to the Department of Defense (DOD) Standard 5015.2 "Design Criteria for Electronic Records Management Software Applications.”
other requirements
Other Requirements
  • Assist with the Protest resolution process (WO)
  • Plan Tracking System (WO)
  • Reporting Capabilities – to cut down on data calls
    • Annual CEQ Report
    • Annual Cooperating Agency Report
  • Decision Support Tools

Workflow Requirements

  • Contains requirements for managing tasks and progress of team members
  • Assignment of tasks by Team Leaders, and management of those tasks
  • Progress reporting
  • Provides for means for users to tag assignments according to status (ex. approved; sent back with comments; etc)
  • Project hopes to make use of customizable workflows contained within the Documentum software
  • Requirements written to moves documents along a define-delegate-develop-review-update-approve-publish workflow
  • What - Workflow rules bring order to the chaos of manual processes.
  • A document workflow system can help transform an organization's current document management practices from a paper-based model to a digital collaborative solution.
workflows blm
Workflows – BLM
  • Land Use Planning
    • RMP/EIS
  • NEPA
    • EIS
    • EA
    • CX
    • DNA
phase 2 0 1
Phase 2.0.1
  • Planning Project Management
    • Project create / edit / view / copy
  • Audit Trail Capture
    • Custom logging for ePlanning objects
  • Compile GIS Data
    • Set up SDE GDB for new project, import ref data and local data
  • Project Document Management
    • Document templates, metadata, copy existing content
  • Document Authoring Task Management
    • Assign document sections, view assignments

August/September 2007

phase 2 0 2a
Phase 2.0.2a
  • Internal Review
    • Review workflow, BO review and comments
  • Create New LUP Site
    • Select from templates, create site in FO
  • Manage LUP Site Documents
  • Interface with CommentWorks
    • Data management / communication interface
  • FO Public Comment Period Configuration
    • When LUP docs may be reviewed
  • FO Public Comment Submission to DMZ Oracle DB
    • Document attachment security
  • BO Comment Submission Configuration

November/December 2007

phase 2 0 2b
Phase 2.0.2b
  • Transfer of Comments and Associated Data from FO to BO
    • Secure transfer
  • Comment Pre-classification
    • User interface and data management for pre-classification
  • Submission Data Transformation and Post to CommentWorks
    • Transform to CommentWorks XML schema
  • Perform Comment Analysis
    • CommentWorks
  • Export data from CommentWorks to Documentum Repository
    • Data transformation, summary responses
  • Mailing database

April 2008

phase 2 0 3
Phase 2.0.3
  • System Reports
    • Canned reports, report interface, report export
  • FO Public Comment Submission Local Save and Restore
    • Use a “checksum” routine
  • Acre Tool
  • FO Search
    • Search capability across all projects / text / maps
  • Biography Management (asset library)
  • Records Management
  • Archive Project Data

August/September 2008


Benefits of “Content Reuse”

  • Using content that already exists in another document of the same type
  • Enables authors to create documents composed of components that are included by reference in one or more documents, so that the author can make a single change to a component and automatically propagate that change to all the documents that include that component
  • Ensures accuracy but also reduces costs in creating, approving and translating content
  • Cost-efficiently manages the large amount of textual and spatial content created by resource specialists at Field Office, State Office, and Washington Office level
  • Change once – propagate through entire document or project (ex. the “Acre tool” for a planning effort)
where to get information
Where to Get Information
  • http://www.blm.gov/eplanning
    • On-line help and tutorials
  • https://www.blm.gov/eplanning/az_pn
    • A live DRMP/DEIS. Comment period closed 4/06
  • http://web.blm.gov/eplanning
    • Back Office training
    • Web Trends, how to information, Information about version 2.0, etc.


Mary Beth Stulz, ePlanning PMNational Science & Technology Center(303) 236-0100mstulz@blm.gov