Configuration Management for Transportation Management Systems

1. Configuration Management for Transportation Management Systems Brian L. Smith Center for Transportation Studies Project Update June 3, 2003

2. 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

3. 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

4. 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

5. 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

6. 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. 2003 TMC PFS Annual Meeting

7. 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

8. 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

9. 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

10. 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. 2003 TMC PFS Annual Meeting

11. 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

12. 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 2003 TMC PFS Annual Meeting

13. 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. 2003 TMC PFS Annual Meeting

14. Overview of Guidance Document • Philosophy • Key features • Walk through chapter-by-chapter 2003 TMC PFS Annual Meeting

15. 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 2003 TMC PFS Annual Meeting

16. Features – EIA 649 • EIA Standard 649 was used as the foundation for the document. Basic definitions and guidance were derived from the standard. 2003 TMC PFS Annual Meeting

17. Features – Implementation Guidance • Following standard definitions, specific implementation guidance as related to TMCs is provided. 2003 TMC PFS Annual Meeting

18. Features – Implementation Guidance Summary • Following the discussion of implementation guidance, a summary box is presented for quick access and review 2003 TMC PFS Annual Meeting

19. Features – Best Transportation Practices • Best transportation practices are presented. These are based on concrete examples included in the document. 2003 TMC PFS Annual Meeting

20. Features – Navigation Help • Numerous navigation boxes are included to help readers gain further information on context-sensitive items. 2003 TMC PFS Annual Meeting

21. Chapter 1 - Introduction • Fundamentals of CM • Resources • How to Use this Document 2003 TMC PFS Annual Meeting

22. 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 2003 TMC PFS Annual Meeting

23. 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 2003 TMC PFS Annual Meeting

24. Chapter 4 – CM Plan • This chapter is devoted to CM planning • Example CM Plan outline presented • Extensive transportation best practices. 2003 TMC PFS Annual Meeting

25. Chapter 5 – CM Baselines • What is a baseline? • Including different types of baselines • Importance of establishing and maintaining a baseline • Transportation best practices 2003 TMC PFS Annual Meeting

26. 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 2003 TMC PFS Annual Meeting

27. 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

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29. 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 2003 TMC PFS Annual Meeting

30. 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 2003 TMC PFS Annual Meeting

31. Chapter 10 - Conclusion • Focus on key guiding principles • Nine principles that were selected from EIA 649 • Include transportation-specific discussion of these principles 2003 TMC PFS Annual Meeting

33. 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 2003 TMC PFS Annual Meeting

34. 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 2003 TMC PFS Annual Meeting

35. Outreach Materials • Presentation • Fact sheet • Tri-fold brochure • Communications plan • CM Primer • CM Research & Development Needs White Paper • Final publication of guidance document 2003 TMC PFS Annual Meeting

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38. For More Information Brian L. Smith briansmith@virginia.edu http://SmartTravelLab.virginia.edu Rebecca Doyle doyler@saic.com 2003 TMC PFS Annual Meeting