ADMIRAL planning

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ADMIRAL Project Planning

ADMIRAL Project plan outline for October 2009 to March 2011

Phase 2

Phase 2 revised plan - ADMIRAL_planning_phase_2

(Scroll down for Phase 1 sprint plans and summaries.)

Sprints

The project will be run along agile lines, as a series of "sprint"s or iterations, which will aim to achieve the progress outlined in the outline plan. Each sprint will be planned in greater detail when it starts, adjusting the goals to take account of progress made and user feedback to date.

My goal is 2-week/10-working-day sprints, but the early sprints are longer as the project gets under way, or where time is shared with other activities.

Sprint schedule
Sprint Dates Effort Planning meeting Review meeting Goals achieved
Sprint 16 4 Jan - 21 Jan 14 days sprint 16 planning sprint 16 review

Improved deployment scrips to facilitate updates
Improved test suite
Submission tool usability enhancements
Tested ADMIRAL with departmental storage server

Sprint 17 26 Jan - 11 Feb 13 days sprint 17 planning sprint 17 review (see next)
Sprint 17+ 12 Feb - 1 Mar 12 days (No formal plan) sprint 17 review

Two new ADMIRAL deployments; Silk group storage upgraded
Resolved awkward technical Apache+LDAP issue
Started construction of stand-alone demonstration environment
Deployment and management improvements
Bug-fixing and usability improvements
Documentation of technical problem areas
Benefits case study write-up
ADMIRAL packaging adopted for 1st protoype of Wf4Ever project

Quick reviews for final stages of project

For the final stages of the project (Mar-Jun) we are focusing on dealing with items recorded in the issue list (http://code.google.com/p/admiral-jiscmrd/issues/list), paying attention mainly to those marked as high or medium priority. Day-to-day planning is recorded in an internal group calendar, but we aim to post weekly "quick reviews" here to provide visibility of our activities.

Phase 1

Sprints

The project will be run along agile lines, as a series of "sprint"s or iterations, which will aim to achieve the progress outlined in the outline plan. Each sprint will be planned in greater detail when it starts, adjusting the goals to take account of progress made and user feedback to date.

My goal is 2-week/10-working-day sprints, but the early sprints are longer as the project gets under way, or where time is shared with other activities.

Sprint schedule
Sprint Dates Effort Plan Planning meeting Review meeting Goals achieved
Setup Project plan to JISC
Sprint 1 01 Dec - 31 Dec 13 days sprint 1 plan Project wiki, blog, management framework;
RA position offered;
data audit questionnaire prepared
Sprint 2 01 Jan - 29 Jan 19+10 days sprint 2 plan sprint 2 review Met with DCC and other Oxford projects;
New RA employed and contributing;
LSDS base system selected
Sprint 3 01 Feb - 15 Feb 10+11 days sprint 3 plan sprint 3 planning sprint 3 review Initial system build script;
permanent hosting investigations
Sprint 4 16 Feb - 04 Mar 13 days sprint 4 plan sprint 4 planning sprint 4 review Initial user requirements;
LDAP setup; Samba setup; WebDAV setup;
Automated LSDS build, test and monitoring;
Specify and order server;
FAIL: Kerberos authentication
Sprint 5 08 Mar - 31 Mar 18 days sprint 5 plan sprint 5 planning sprint 5 review Virtual hosting environment set up;

Silk Group file sharing mostly complete;
new access control mechanisms tested;
continued user interactions;
FAIL: monthly meeting;
delays due to access control issues.

Sprint 6 12-Apr - 30-Apr 15 days sprint 6 plan sprint 6 planning sprint 6 review

Silk Group file sharing ready for use;
Silk Group file sharing user documentation;
Shuffl WebDAV storage module implemented;
Shuffl able to run from and save workspace data to an ADMIRAL system;
HTTP authentication works well with AJAX calls;
JISC 6-month report and web page template submitted.

Sprint 7 10 May - 28 May 15 days sprint 7 plan sprint 7 planning sprint 7 review

Project and steering group meetings;
attended JISCMRD programme meeting;
Shuffl access and browsing of to ADMIRAL shared files;
abandoned attempt to use Ubuntu 10.04;
sample code for creating BagIt (Zip) packages;
enhancements to user management scripts;
initial investigation of RDF parsing in jQuery.

Sprint 8 02 Jun - 30 Jun 21 days sprint 8 plan sprint 8 planning sprint 8 review

Project partner and OULS meetings;
attendance at JISC TransferSummit meeting;
brief project description for D-Lib;
Shuffl WebDAV file browsing implemented;
RDFDatabank deployed and accessed;
creating test suite for RDFDatabank;
started on Shuffl RDF serialization;
created test case data for RDF parsing in jQuery.

Sprint 9 7 Jul - 16 Jul 8 days sprint 9 plan sprint 9 planning sprint 9 review

Project partner meeting;
continued progress with databank test suite;
project description published in D-Lib;
started work on RDF serialization for Shuffl, via JRON;
initial page to display RDFDatabank contents

Sprint 10 19 Jul - 30 Jul 8 days sprint 10 plan sprint 10 planning sprint 10 review

Completed JRON/RDF conversion library and test suite
Meeting with Development group to discuss security model requirements
Meeting with Neurohub project to discuss possible common technologies
Databank metadata merging test case (ahead of implementation)
Attended JIF2010 conference

2 Aug - 23 Aug 16 days Vacation and non-ADMIRAL project work
Sprint 11 24 Jul - 7 Sep 9 days sprint 11 plan sprint 11 planning sprint 11 review

Familiarizing/training new employee with ADMIRAL project, technologies and methods
Debugged some problems in the LDAP authentication generation scripts
Started on production code and testing framework for databank dataset display
Did not deliver new ADMIRAL system for development group as planned

Sprint 12 6 Sep - 24 Sep 15 days (offline) sprint 12 planning sprint 12 review (Sprint abandoned part way through)

An initial implementation of a Databank dataset overview display was implemented.
Some problems with the ADMIRAL local data store generation procedure were identified and resolved.
Some revisions to the RDF Databank API were agreed with Library Services

Sprint 13 5 Oct - 20 Oct 12 days (offline) sprint 13 planning sprint 13 review

Repository content dataset selection and display completed
Shared filestore security problems fixed
Shared filestore access and build revised for multiple targets
Shared filestore updated test suite, progressing
Shuffl converted to use JRON for data storage

Sprint 14 26 Oct - 12 Nov 14 days (offline) sprint 14 planning sprint 14 review

Completed revisions to LSDS test suite for private file areas and other changes
Progress on Databank test suite; anticipating imminent completion
ADMIRAL system for the Development Group ready for configuration and handover
Completed ADMIRAL server-side elements of dataset packaging and submission tool

Sprint 15 15 Nov - 10 Dec 20 days (offline) sprint 15 planning sprint 15 review ...

Reporting checklist

(Adapted from JISCRI reporting framework)

Project announcements blog: http://admiral-announce.blogspot.com/

Aggregated #jiscmrd blog entries by @simonhodson99: http://www.netvibes.com/jiscmrd#RDMI_Projects

Name Description Tags Date
Project plan Project plan sent to JISC
http://imageweb.zoo.ox.ac.uk/pub/2009/admiral/20091021-ADMIRAL-Project-Plan-NoBudget.pdf
30Oct2009
User participation What is the core user case(s) you think of when developing the app; how has this story changed as you have engaged with the end user userCase, endUser, progressPosts, JISCMRD, JISC, ADMIRAL
Day-to-day work what software tools or productivity methods do you use and how do you use them? How do they make you more productive and why do you see value in using them? methodology, implementation, productivity, progressPosts, JISCMRD, JISC, ADMIRAL
Technical standards what technologies, frameworks, standards or anything else that makes your life easier (or harder) in your work. For example: what programming language (or framework, IDE, pattern, etc) do you use and why do you love it. techStandards, technicalDevelopment, progressPosts, JISCMRD, JISC, ADMIRAL
Value Add What was the more important thing you discovered that brought value to your project, e.g. what was the "wow" moment that made you change your perspective on a specific technology or process. valueAdd, disruptiveInnovation, progressPosts, JISCMRD, JISC, ADMIRAL
Small WIN(s) & FAIL(s) announce small wins for the project, e.g. when you finish a coding sprint or when a user has a 'wow your software is cool' moment. WIN, progressPosts, JISCMRD, JISC, ADMIRAL
or FAIL, progressPosts, JISCMRD, JISC, ADMIRAL
or progressPosts, JISCMRD, JISC, ADMIRAL
Sprint plans New and revised plans generated periodically, responding to user requirements and actual prior progress. Also, meta-issues about project conduct and reporting. Planning , progressPosts, JISCMRD, JISC, ADMIRAL
Retrospective Review of progress, lack of progress and lessons learned from retrospection, progressPosts, JISCMRD, JISC, ADMIRAL
-- -- --, JISCMRD, JISC, ADMIRAL
-- -- --, JISCMRD, JISC, ADMIRAL

Outline plan from proposal

Work package summary
WP Activity
WP0 Project management
WP1 Data storage/LSDS
WP2 Annotation
WP3 Dataset and metadata packaging
WP4 Repository submission of selected datasets
WP5 Links to external web services
WP6 Formalization of annotations
WP7 DOIs for datasets
WP8 Licences for published datasets
WP9 Evaluation

First phase

Initial phase (core capabilities)
Date WP Activity Milestone and/or deliverable
Oct-2009 WP0 Project plan Project plan submitted to JISC
WP0 Recruitment Position advertised
WP9 Data audits
Nov-2009 WP0 Recruitment Short listing
WP9 Data audits Data audits for each research partners
Dec-2009 WP0 Sprint planning and review Sprint plans and retrospectives
WP0 Recruitment Position offered
WP0 Set up project infrastructure (5d) Project version management, wiki, blog, discussion list in place. Project summary description and initial plans published.
WP1 Survey networked/web file system options. Survey authentication mechanisms and single-sign-on integration of networked file system. Discussion with colleagues at Cambridge. (10d) Selected platform and software for LSDS
Jan-2010 WP0 Sprint planning and review Sprint plans and retrospectives
WP0 Induction and training new recruit New recruit in place
WP0 Advisory board meeting Record of advisory board meeting
WP1 Deploy and configure file system host (5d) Deploy and configure shared data file system (10d) Deployed, access-controlled web-accessible file system.
WP2 Annotation requirements gathering (use data audits as starting point). Focus on annotations that can support archiving and retrieval (see WP3) (10d) Identified initial data set annotations to implement, and potential vocabularies
Feb-2010 WP0 Sprint planning and review Sprint plans and retrospectives
WP1 User configuration and training (5d) Deployed, access-controlled web-accessible file system – ready for use by researchers.
WP2 Implement Shuffl access to web file system (plug-in) (10d) Shuffl can use LSDS for saving workspaces and annotations.
WP2 Pair-programmed implementation of Shuffl plug-in for annotating user data, and demonstrate these to research users as soon as possible (10d) Initial implementation of at least 1 Shuffl plug-in for data annotation, and user feedback
Mar-2010 WP0 Sprint planning and review Sprint plans and retrospectives
WP3 Survey and select format and vocabularies for bundling datasets with annotations (considering what can be accepted by OULS). (10d) Identified data format(s) and administrative vocabularies to be used for bundling datasets with annotations
WP3 Check metadata coverage of selected data format/vocabularies with research users – articulate retrieval use-cases (10d). Identified domain vocabularies to be used for bundling datasets with annotations
WP4 Discuss submission requirements with research partners, OULS and CLARION teams (5d). Agreed publication embargo policies with research users, on a case-by-case basis.
Apr-2010 WP0 Sprint planning and review Sprint plans and retrospectives
WP3 Create packaging tools to create bundles for submission to OULS databank. Test use of packaging tools applied to real data (10d). Initial implementation of tooling to create archival submission packages from datasets, Shuffl annotations.
WP4 Initial implementation of submission tools – e.g. SWORD protocol client (10d). Initial submission tools.
May-2010 WP0 Sprint planning and review Sprint plans and retrospectives
WP3 Refine submission package tooling based on user feedback. Work with users to create archive submission packages for selected datasets. (10d) Data packages ready for repository submission
WP4 Review submission tools with partners and users, including selection of embargo policies (5d).
WP4 Refine submission tools (5d). Submission tools ready for use.
WP4 Configure Databank to implement embargo policies (OULS – 10d)
Jun-2010 WP0 Sprint planning and review Sprint plans and retrospectives
WP3 Review and publish documentation and training materials for packaging tools (5d) Stable, published user documentation
WP4 Perform and debug initial submissions from shared file system (10d) Initial submissions from LSDS to data repository.
WP4 Review and publish documentation and training materials for submission tools (5d) Stable, published user documentation

Second phase

Note: this section is erroneous, and does not match the project plan submitted to JISC. It should, in any case, be re-planned when approach this phase.

Second phase (advanced capabilities)
Date WP Activity Milestone and/or deliverable
Q2-2010 WP0 Sprint planning and review Sprint plans and retrospectives
WP0 Advisory board meeting Record of advisory board meeting
WP4 Ongoing management of data repository for the duration of the project
WP5 Survey and evaluate external services that can be used to enhance research data annotations. Discuss requirements and options with researchers users (20d) Selected 4 external services for data enhancement.
WP5 Initial implementation and user demonstration of first 1 or 2 annotation enhancement services (20d) Initial implementation and demonstration of at least one enhancement service as Shuffl plug-in.
WP5 Initial implementation and user demonstration of remaining annotation enhancement services (15d) Initial implementation and demonstration of all 4 enhancement services.
WP5 Refinement of annotation services based on user feedback (15d) Usable implementation of enhancement services.
Q3-2010 WP0 Sprint planning and review Sprint plans and retrospectives
WP6 Ontology survey and selection (taking account of stored research datasets) (10d) Identified target ontologies
WP6 Tooling for ontology-led card population (30d) Shuffl data entry cards that perform input data checking based on a given ontology-based description.
WP6 Entry of selected new data with ontology linkage. (15d) Formal annotations for data created by means of ontology-assisted data entry cards (e.g. autocompletion for controlled vocabulary terms).
WP6 Metadata validation support (e.g. global as well as local conformance). (10d) Tooling to check individual cards and collections for consistency with a given formal structure.
Q4-2010 WP0 Sprint planning and review Sprint plans and retrospectives
WP6 Survey minimum information standards that may be of relevance to our researchers' data (5d) Identified minimum information standards relevant to reorganizing card data in a more usable structure.
WP6 Identify ways in which card data can be revised to reflect minimum information or formal ontology structures; describe required transformations (10d) Identified data fields containing formalizable information, and descriptions of transformations to formal form.
WP6 Card refactoring tool support (30d) Initial implementation of mechanisms to perform the identified transformations.
WP6 Apply refactoring to a trial dataset. This is likely to be a tool-supported manual process. (10d) Dataset elements expressed using formalized structure and terms. Revised tooling to assist with transformation.
WP6 Apply refactoring to a second trial dataset. (10d) Dataset elements expressed using formalized structure and terms. Revised tooling to assist with transformation.
WP7 Assign DOIs to datasets (5d + OULS 5d) DOIs used to locate and retrieve datasets
WP8 Select and apply (attach and serve) machine-readable licences (10d + OULS 2d) Machine-processable licence retrievable for stored datasets.
Q1-2011 WP0 Sprint planning and review Sprint plans and retrospectives
WP0 Final report Final report delived to JISC.
WP0 handover to IT support for continuing operation of LSDS service Costing plans for new research projects that require use of LSDS facilities.
WP0 Finalize status of open source and open access materials. Open source software in good order (clear copyright status, distribution licensing, continued contribution arrangements, etc.). Open access data licences, embargos, etc. all in good order.
All Work with research partners to identify, specify, implement and refine key additional functions that help to get real value from the system. Updated software systems and tools.
All Final documentation, LSDS and supporting tools available and adequately documented for ongoing use by researchers.
All Dissemination and demonstration activities; preparation for further work. Papers, presentations; plans and proposals for further work.
All Finalize status of open source and open access materials. Open source software in good order (clear copyright status, distribution licencing, continued contribution arrangements,
WP9 Final review of researcher data management practices Comparison of researcher working practices compared with baseline data audit.
WP9 Draft data management plans based on LSDS, OULS data repository and supporting tools. Sample data management plans for researchers using LSDS.

Effort schedule

A=ADMIRAL

M=MILARQ

v=vacation

d=DevCSI

Graham Klyne:

2009
October     November       December
05.12.19.26.02.09.16.23.30.07.14.21.28
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2010
January     February    March          April       May            June
04.11.18.25.01.08.15.22.01.08.15.22.29.05.12.19.26.03.10.17.24.31.07.14.21.28
A-.Av.A-.A-.A-.A-.A-.A-.A-.A-.M-.M-.A-.Av.A-.A-.A-.Av.A-.A-.A-.A-.A-.A-.A-.A-
A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.M-.M-.A-.Av.A-.A-.M-.A-.A-.A-.A-.A-.A-.A-.A-.A-
A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.Av.A-.A-.M-.A-.A-.A-.A-.A-.A-.A-.A-.A-
A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.Av.Av.M-.A-.A-.A-.A-.M-.A-.A-.A-.M-.A-.A-
A-.A-.A-.A-.A-.Ad.A-.A-.A-.A-.A-.A-.Mv.Mv.M-.A-.A-.M-.M-.M-.M-.M-.M-.M-.M-.M-
July        August         September   October     November       December
05.12.19.26.02.09.16.23.30.06.13.20.27.04.11.18.25.01.08.15.22.29.06.13.20.27
A-.A-.A-.A-.Av.Av.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-
A-.A-.A-.A-.Av.Av.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-
A-.A-.A-.A-.Av.Av.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-
A-.M-.A-.A-.Av.Mv.A-.A-.A-.M-.A-.A-.A-.M-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-
M-.M-.M-.M-.Mv.Mv.M-.M-.M-.M-.M-.M-.M-.M-.M-.M-.M-.A-.A-.A-.A-.A-.A-.A-.A-.A-

2011
January        February    March
03.10.17.24.31.07.14.21.28.07.14.21.28
A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-
A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-
A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-
A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-
A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-.A-
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