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USDA Forest Service
ArcGIS Implementation Guide
August 2003

Contents:

Background

Marketing surveys have revealed that 75-85% of the business that government entities conduct is related to "where" things are on the landscape... land parcels, animal populations, habitat, streams, roads, water mains, power lines, buildings, etc. The Forest Service (FS) is no exception to this observation. Geographic Information Systems (GIS) constitute the computerized "tools" that have been developed to manage information about where things are in relation to one another and their unique attributes (characteristics). From an "evolutionary" standpoint GIS technologies are at a "late childhood" stage of maturation and, similar to a young child, continue to undergo rapid and dramatic development.

ArcGIS delivers "industrial strength" functionality the agency needs to fulfill internal as well as government-wide information management mandates of the 21st century. From a physical standpoint, larger/faster database servers, faster Local Area Networks (LAN), more powerful desktop machines on more desktops, and more robust telecommunication connections between FS offices are all needed. In addition, there is much more to know and understand, new skills and roles to develop among a more diverse spectrum of FS employees, more data standardization to define and achieve, and new data models to migrate into.

Executive Summary

This Guide is intended to provide a strategic awareness and outline of the considerations and steps necessary to successfully implement the capabilities that ArcGIS offers. It is also intended to inform line officers, staff, and resource managers of the technology migration issues confronting our agency as we migrate from ArcInfo and ArcView to ArcGIS.

The Geospatial Advisory Committee (GAC) sponsored the development of this Guide for implementation of ArcGIS in the USDA Forest Service (FS). In March of 2003, a cross-section of GIS and database management personnel from across the agency began drafting an "ArcGIS Implementation Guide" to provide strategic guidance and a framework within which the Washington Office (WO), Regional Offices (ROs), and Forests can begin effectively operating to assure the greatest likelihood of successful migration to this new technology. Twenty-two persons attended the workshop, representing Regions/Forests, Washington Office (WO)-IRM, Research, Forest Service Natural Resource Applications (FSNRA), GSTC, and the Remote Sensing Application Center (RSAC). This Guide is being developed within the larger context of FS Information Technology and Geospatial Planning activities including the FS Enterprise Architecture and the FS Geospatial Strategy.

ArcInfo and ArcView are commercially-developed GIS software products that the FS and many other federal, state, local, private and international organizations have been using as their primary tools for managing geospatial information. Recently ArcInfo and ArcView have been re-engineered and incorporated into a new, highly integrated family of products called ArcGIS. This represents a major advance in the development and application of GIS technology. ArcGIS introduces significant changes that include:

  • A new data model
  • A new software interface
  • Enhanced analytic functionality and architecture
  • Sophisticated new "tools" and methods for managing large geospatial data assets distributed across many computers separated by vast distances and joined via inter- and intranet connections.

So what does this mean to line officers and program managers? Many employees will require additional training; re-alignments of staff many be necessary to fulfill new roles and responsibilities; and it will be more important to consider the GIS technical skills that new-hire employees bring with them. IRM staffs will become more crucial in supporting larger more sophisticated systems and become active participants in information delivery. Resource managers will become more engaged in data custodianship and definition of protocols and standards. Benefits will include more consistent data that will be readily available to a broader spectrum of users for use in very robust analytic tools supporting sound decision-making and effective monitoring. Due to the integrated nature of ArcGIS within the geospatial community and the value of GIS in resource management, line officers will play a vital role in facilitating the ArcGIS implementation and will be able to expand on this guide to make it relevant to the needs of their unit.

Introduction

The ArcGIS system is an integrated Geographic Information System (GIS) consisting of three key parts:

  • ArcGIS Desktop software, an integrated suite of advanced GIS applications
  • Arc Spatial Data Engine (ArcSDE) gateway, an interface for managing geodatabases in a database management system.
  • Arc Internet Map Server (ArcIMS) software, Internet-based GIS for distributing data and services.

ArcGIS can be extended with additional software such as ArcPad for Windows CE devices.

ArcGIS offers significantly improved and expanded "large enterprise" functionality and supports implementations of both "file-based" models (e.g., coverages, shapefiles, grids, TIF images, and TINs) and next generation "geodatabase" models where geographic information is stored in true database management systems (DBMS). Because the geodatabase manages spatial data in a DBMS, new and more robust modeling capabilities are available to support 3-dimensional coordinates, complex networks, true curves, relationships among feature classes, planar topology, and other object-oriented features. Raster types in the geodatabase provide one common unified means for managing all raster data formats (such as multiband images, grids, and compressed raster formats). Additionally, more security and integrity controls can be placed on data stored in geodatabases using DBMS controls, facilitating "concurrent", "long", and "detached" editing transactions against one master data set.

Many of the information management solutions the FS envisions are dependent on a thorough ArcSDE implementation serving as a foundation technology supporting many other ESRI technology initiatives. Nearly all the "enterprise benefits" we expect to reap from ArcGIS will only be realized if ArcSDE is fully and robustly implemented first.

The attached Appendices contain the detailed information Regions and Stations can reference as they develop ArcGIS Implementation Plans relevant to their units.

  • Appendix A is a list of issues categorized by Data, People, and Technology. The organizational levels within the agency that will be responsible for taking the lead on each issue are identified.
  • Appendix B is workshop attendance.
  • Appendix C is a glossary of ArcGIS terms taken from ESRI documentation.
  • Appendix D is a list of references used in developing this Guide.

Goals

Successful implementation of the new geospatial data model that ArcGIS offers will enable the Forest Service to:

  • Identify training needs to improve the GIS and database skills of end-users.
  • Identify the appropriate level of Oracle DBA support.
  • Identify re-alignment of staffs.
  • Consider the GIS technical skills that new-hire employees bring.
  • Assure critical IRM support for larger, more sophisticated systems and information delivery.
  • Assure resource manager are fully engaged in data custodianship and definition of standards and protocols.
  • Cultivate partnerships.
  • Improve ease of use to the end-user community.
  • Provide a fully integrated geospatial environment to the end-user community.
  • Provide sufficient data to a very diverse community of end-users interested in sound management of public lands.
  • Keep up with evolving geospatial and information management technologies
  • Contribute data and information supportive of Homeland Security needs.
  • Provide a consistent look, feel, and content to data collected in support of resource management on National Forest lands.
  • Identify interdependencies between data, software, and hardware requirements.
  • Identify ways to improve communication within the GIS community.

Work Group Results

Major ArcGIS implementation issues were categorized into three main groups; data, people, and technology, based on the goals and objectives that guided the working group. Each category is meant to frame a set of issues that need to be addressed at various levels of the agency and over a variety of timeframes. Following are general descriptions of the categories. For a detailed summary of identified issues, by category, see Appendix A.

  • Data: Data powers the information management engine in the Forest Service. Where data come from, how they are maintained, and how they will evolve in the future are all interrelated issues to be addressed. ArcGIS plays a critical role in dealing with FS spatial data; however, the enterprise nature of ArcGIS unlocks new data management opportunities that did not exist in the recent past. How best to take advantage of these new opportunities in a coordinated, integrated, and organized way is the main focus of this category.
  • People: As we place additional pressures and demands on our workforce it becomes increasingly important that we become more efficient with the timing of our training, more aggressive with the development of a higher level of expertise, and more engaged in proper information management and oversight in order to implement our information management strategy successfully. People are the driving force that activates the full potential of the data and the technology to which we have access. We have made substantial investments in our corporate systems and resource users are just now becoming familiar with the current applications. It will take time to re-tool these applications and get users comfortable with using them in the new environment, so we need to acknowledge the time and costs to support dual systems for a certain length of time.
  • Technology: Efficiency and functionality of the overall technology environment in the FS have progressed very rapidly in the last few years. Indeed, our technological capabilities are beginning to outpace our ability to integrate new technologies in an enterprise fashion. Our ability to consistently take advantage of these advancements has been lacking, or at best, not coordinated. Do we use a drive-train from a Model-T that we can't get parts for, or do we use something being manufactured today that is fully supported and integrated with the rest of our car? We don't necessarily want to be on the "cutting edge" of technology, but we do need to become more nimble at adopting and integrating proven information management methods and efficiently applying technology in an organized way to help the entire organization.

Technology Impacts and Direction

Table 1 provides a timeline that, as of March 2003, categorizes FS software, hardware, data, and by inference, training into one of five broad "technology phases" relative to technology adoption by an organization. These five phases are defined as:

    1. Point Solutions: Intended as controlled prototype solutions to investigate feasibility for broader, enterprise, adoption and implementation or for limited operational use to address very specific needs or unique problems. Significant potentials often exist and synergistic opportunities are often abundant but un-investigated.
    2. Next Releases: Usually after a point solution has proven its utility and integratability to an organization's technological solution it becomes formally adopted and scheduled for general release. The "next release" status of a solution indicates that rigorous and formal testing and evaluation is on going, OSTIBs and DOG supplements are being written, and other hardware and/or software prerequisites being identified. Training needs are identified. If applicable, initial development is underway.
    3. Existing Standard: Used throughout an organization on an operational basis. Mature applications. Training needs tend to be modest. Investments in existing standard technology are most likely to provide worthwhile payoffs.
    4. Sunset: The technology has other, more capable, economical, functional replacement candidates emerging and being tested as "point solutions". While still being used operationally, the promise of various emerging technologies being evaluated as point solutions strongly indicates that a replacement will soon be at hand. Investments in sun-setting technologies should be very carefully reviewed because worthwhile payoffs are generally unlikely and could maybe be better spent preparing for "next releases".
    5. Retirement: Not shown in the table. The DG and "ApplixWare" are examples of two "retired" technologies.

The date column following each stage column is a rough estimate made by the workgroup of when the technology reaches that life period.

NOTICE!!! CAUTION!!! Dates indicated in this table are subject to change. Indeed, many dates are missing. The dates represent the workgroupÆs opinions (not policy) as of March 2003 and are included here as an example of the "scheduling/sequencing/dependencies" issues that should be considered as technologies surrounding ArcGIS are implemented.

When populated with agreed upon dates, this table would provide a useful matrix for guiding ArcGIS implementation and could be applied nationally, regionally, or locally to indicate possible future impacts (costs/training/organization) to staff. It will also serve to illustrate relationships between the "current" FS geospatial environment (point solutions and existing standard), "emerging" environments (next releases), and "declining" environments (sunset).

Table 1. Rough draft matrix indicating relationships among emerging, existing, and declining software, hardware and data technologies. Basically, as "new environments" come on-line, data and workflows will need to be migrated from the "old environments" so they can be retired. A data set or workflow should span no more than three environments and ideally only two.

Sunset

Date4

yyyy mm

Existing Standard

Date

yyyy mm

Next Releases

Date5

yyyy mm

Point Solutions6

Date

yyyy mm

SOFTWARE

 Oracle 8i

2004 04

Oracle

2004 04

Oracle 9i

2004 01

 

 

 

 

 

 

Oracle 9iAS

2003 03

 

 

 ArcGIS 8.1.2

2003 09

ArcGIS 8.1.2

2003 09

ArcGIS 8.3

2003 08

 

 

 

 

 

 

AIX 5.1

2003 08

 

 

 

 

 

 

ArcGIS 9.0

2003 11

 

 

Arc Librarian

2003 03

 

 

 

 

 

 

 ArcSDE 8.1.2

2003 09

ArcSDE 8.1.2

2003 09

ArcSDE 8.3

2003 06

 

 

 

 

 

 

ArcIMS 4.01

AML

 ESRI Based Date

VB 6.0

 

Geospatial Development Tools

2003 06

 

 

Avenue

2003 03

 

 

 

 

 

 

ArcView 3.x/Avenue

2005 06

 

ArcView 3.3

 

 

 

 

 

 

 

 

 

Windows 95

2003 06

Windows 2000

2006 03

Windows XP

2003 09

 

 

 

 

ArcPress

 

 

 

 

 

 

 

Spatial Analyst

 

 

 

 

 

 

 

Geostatistical Analyst

 

 

 

 

 

 

 

3-D Analyst

 

 

 

 

 

 

 

ERDAS Basic 8.5

 

Image Analyst

2003 09

 

 

 

 

 

 

ArcPublisher

2003 06

 

 

 

 

ERDAS Advanced 8.5

 

ERDAS Advanced 8.6

2003 06

 

 

 

 

 

 

 

ArcPad

 

 

 

 

 

Windows CE

APPLICATIONS

 

 

 

 

Geospatial Interface 1.0

2003 04

 

 

 

 

GIS Data Dictionary 1.1

 2002 02

GIS Data Dictionary 2.0

2003 06

 

 

 

 

 

 

NHD Geodatabase

2003 06

 

 

 

 

FSNRA

 

FSNRA next generation û Tie to FSNRA support of ArcSDE

2004 06

 

 

 

 

 

NILS SM/MM

2003 10

 

 

 

 

IMPP & RMET

 

 

 

 

 

HARDWARE

 

 

 

 

Desktops P4

 

 

 

 

 

 

 

Laptops x.x P4

 

 

 

 

 

 

 

Handhelds

 

 

 

 

 

 

 

Servers

 

 

 

 

 

 

 

Backups

 

 

 

 

 

 

 

Memory (RAM)

 

 

 

 

 

 

 

PC Disk Space

 

 

 

 

 

 

 

Server Disk Drives

 

 

 

DATA

 

 

 

 

Strategy for populating the FS GDD Std layers

2003 06

 

 

 

 

 

 

Local coverages to SDE (spatial data into Oracle)

2003 06 start date

 

 

 

 

 

 

FS GDD coverages to SDE (spatial data into Oracle)

2004 06

start date

 

 

 

 

 

 

Development of Object Relationships for building object intelligence in ArcGIS

2005 01

or sooner

 

 

 

 

 

 

Redesign of the geospatial components of FSNRA into object model based on object intelligence

2006 06

 

 

 

 

 

 

Redesign of local data into object model based on object intelligence

 

 

 

Shapefiles

Shapefiles

 

 

 

 

Warehouse VS Distributed Data

 

 

 

 

 

 

 

Maint. Update cycles of FS GDD

 

 

 

 

 

 

 

Publishing (internal & external) of data - protocols for accessing

 

 

 

 

 

 

 

Metadata û initial metadata spatial requirements

 

 

 

 

 

 

 

Thin client technologies

 

 

 

 

 

 

 

Network enhancements

 

 

 

 

 

 

 

DCE DFS Retirement

 

 

 

 

 

 

 

Boundary-less enabling of applications

 

 

 

 

 

 

 

Site local services (Data close issue)

 

 

 

 

 

 

 

Cell Consolidation

 

 

 

Appendix A - Issues

ArcGIS implementation issues have been divided into three broad categories: Data, People, and Technology. For each issue identified, there is a description of what level of the organization should take the lead in resolving the issue and the tasks to move toward the desired future condition.

Data

Migrate FSNRA designs from the "coverage" data model to a "geodatabase" data model that takes full advantage of the more robust enterprise functionality, concurrent editing, and analytic environments that ArcGIS offers.

Who: Washington Office (leadership of FSNRA development teams)

Tasks: Implement ArcSDE; migrate to existing geodatabases; all FSNRA modules must have a spatial component; and time must be allowed to customize the applications to meet user's needs; define and maintain coincident rules while building geodatabases for applications.

When: See dates proposed in Table 1 (software/hardware/data evolution table)

Redesign FSNRA to true object-relational geodatabase.

Who: Washington Office (leadership of FSNRA development teams) must become aware of this evolutionary step and be willing to support and endorse the work. FSNRA development teams in collaboration with other key partners (e.g., NHD development/migration to geodatabase is led by EPA and USGS).

Tasks: FSNRA team members participate in ESRI geodatabase working groups. Identify proper level of USFS involvement in these working groups. At a minimum examine work to date to avoid the cost of duplicating efforts.

When: June - November 2003

Make the FS GIS Data Dictionary (FSGDD) a definitive, authoritative source of database design criteria and guidance.

Who: Washington Office (FSNRA development teams and Deputy Area GIS Data Administrators (DAGDAs))

Tasks: Develop methods and strategies of appending and joining locally developed/required data to data sets defined in the FSGDD.

Define what it means to be "compliant" with the FSGDD.

When: Begin June 2003

Ensure metadata for FSGDD data sets become mandatory and to a large extent should be populated by the FSNRA (using prototype data sets from application development).

Who: Washington Office (FSNRA development teams and DAGDAs)

Tasks: Many fundamental FGDC metadata elements (e.g., abstract, purpose, limitations) should be consistent across the entire FS for each data set defined in the FSGDD and should be crafted by the FSNRA development teams. Forests could then "import" the "nationally standardized" metadata for FSNRA data sets and then append and complete metadata entries to "localize" the metadata file. But forests shouldn't wait for the templates to begin populating their metadata records.

Determine the role of ArcCatalog.

When: By the time the new tools are implemented in the new object-oriented environment.

Archive analysis products and temporal "snapshots".

Who: Washington Office and Regional Office (IRM)

Tasks: Use existing tools and methodologies to capture project work; institutionalize large analysis backup techniques for snapshots of large analysis efforts (e.g. Forest Planning). Explore methods, costs/benefits, etc. of implementing "versioned geodatabases".

When: June - November 2003

Acquire new and migrate legacy data into FSNRA.

Who: Regional Office and Forest

Tasks: Create populated databases for natural resource managers to do useful analysis over larger extents. Since the national application database structures provide a consistent structure into which data is to be entered, a standard set of protocols should drive data collection methods as authored by appropriate data stewards.

When: Ongoing, continual to fulfill the promise of the FSNRA, as well as, contribute to implementation of ArcGIS. As FSNRA fully evolve into true object-relational geodatabases, data acquisition and migration strategies will probably require adjustment.

Migrate from ArcView 3x/ArcInfo 7.1.2 to ArcSDE/geodatabase and ArcGIS.

Who: Regional Office and Forest (wherever programming takes place - person responsible is dependent on the level at which the program resides)

Tasks: Identify standard geodatabase layers for moving to ArcSDE and geodatabase.

Overall GIS data management will need to be updated to encompass this transition period since forests still need to do project work today. We have the technology to do this with ArcSDE OSTIB release & ArcGIS 8.1.2.

Identify programs to convert and opportunities for standardization of "analysis process" to the forest and region levels in lieu of the FSNRA timeline for conversion.

Conversion of Avenue, AML, and other identified programs.

When: As soon as a forest or region is ready to convert data to ArcSDE and geodatabase as identified in unit's ArcGIS Implementation Plan. If possible, shift emphasis in programming to new platform as soon as possible after data is converted.

Implement intent of Executive Order 12906 National Spatial Data Infrastructure (NSDI)

Who: Washington Office, Regional Office, and Forest

Tasks: Release final guidelines on serving geospatial data over the Internet.

Identify data to be supplied.

Ensure all units have made data available.

When: Now through 2006

Recognize the role of the Geospatial Interface (GI) in supporting standard data and migration of local tools.

Dual support of both ArcView/coverage and ArcGIS/Geodatabases in FSNRA won't be provided. As the FSNRA move to ArcGIS and SDE/Geodatabase, the support for Arcview and coverages will end (no new development - only legacy support).

Spatial Data Requirements need to be clearly stated by the FSNRA leadership in order to take full advantage of the power of spatial data.

People

Maintain and update the FS ArcGIS Implementation Guide

Who: Washington Office (IRM)

Tasks: Update the FS ArcGIS Implementation Guide to reflect changing conditions

When: Every six months

Append the FS GDD Change Management process.

Who: Washington Office (IRM)

Tasks: Update FSH 6609.15 to account for FS GIS Data Dictionary changes which affects the evolution of data translator, data loader, SDE Structure, Geospatial Interface, etc.

When: By October 2003

Fill the Deputy Area Geospatial Database Administrators (DAGDA) positions.

Who: Washington Office (GEB Directors)

Tasks: Identify how GEB, IREMCG, ESCT can facilitate the filling of the DAGDA positions.

When: May 2003 GAC meeting

ArcGIS deployment and the role of Partnered Interagency National Applications.

Who: Washington Office (FSNRA development teams)

Tasks: Facilitate the process among FSNRA

When: May 2003 GAC meeting

Develop an ArcGIS marketing plan.

Who: Washington Office (GAC facilitate)

Tasks: Develop a cost/benefit analysis that describes migrating data, use of ArcGIS/ArcSDE (resources, deployment, training), and use of National Applications. There is a need for a Commitment Plan from R/S/WO that tier to this National Guide (ownership needs to come from all levels of the organization).

Define role of GEB to support the Guide and how they help influence Chief and Staff.

Define role of Regions/Stations and how they influence Chief and Staff.

Increase partnership with IRM.

When: May 2003 GAC meeting

Provide efficient helpdesk and user support for all ArcGIS components.

Who: Washington Office and Regional Offices (IRM)

Tasks: Need to define appropriate support for technical and application uses.

Use service level agreements for helpdesk and involve the regions to identify the process for resolving problems associated with implementation and use.

When: June - November 2003

Change development environment from AML/Avenue to Visual Basic (VB).

Who: Washington Office (FSNRA development teams) and Regional Office

Tasks: Develop a transition plan to the VB development environment, which is a more sophisticated programming environment. Account for the investment required to develop VB skills.

When: June - November 2003

Provide for adequate skills and staffing in the organization to implement ArcGIS.

Who: Washington Office, Regional Office, and Forest

Tasks: Units should have geospatial skills as part of KSAs, which are tied to core competencies.

Provide guidance to Regions/Stations on developing their own ArcGIS training plans that tier to the National ArcGIS training plan and document support by management.

Develop a transition plan for the development environment.

When: June - November 2003

 

Ensure that communication networks for GIS are in place and used appropriately.

Who: Washington Office and Regional Office

Tasks: Define appropriate mediums for various types of GIS related communication, e.g. technical help questions, GIS theory questions, tips, tools, job outreach, conference announcements, training opportunities.

Implement selected mediums.

Notify GIS community of mediums and appropriate uses.

When: June - November 2003

Need to define if there are any mandatory dates in conjunction with deploying ArcGIS.

Need to define roles and responsibilities for Line Officers, Resource Managers/End Users, IRM community, and FSNRA in the implementation of ArcGIS.

 

Technology

Technology (servers, backups, telecommunications, PDRs, GPS, software) involves supporting FS field business needs in an efficient and effective manner. We've made progress, but we continue to have large implementation overhead costs with Oracle and ArcGIS technology. Servers for ArcSDE & Oracle are available on contract, ArcGIS is on the desktop and getting it to the right place at the right time is the responsibility of each FS unit.

Respond to eGov requirements and user interest in easy access to corporate data.

Who: Washington Office (GEB)

Tasks: Continue to support tools such as the GI to provide common access to diverse applications, connecting spatial and tabular data, and data warehouses (such as the FS Clearinghouse Node). ArcIMS will play a broader role in delivering data in the near future.

Identify impacts to the Region and Forest of eGov requirements.

Identify impacts to the Region and Forest of Geospatial One-Stop.

Identify impacts to the Region and Forest of National Map.

When: June - November 2003

Clarify the terms "Deployment" verses "installation" versus "implementation" of ArcSDE.

Who: Washington Office (IRM)

Tasks: Deployment is installation and making tools available. Implementation is populating the database and using data in applications and analysis. There are significant differences that warrant clarification to all levels of the FS.

When: June 30, 2003 is the target data for deploying the ArcSDE OSTIB to a machine at the forest level (see definition above). Full implementation needs further consideration, but is implied by the June 2004 target for FSNRA conversion to ArcSDE.

Identify and address other factors that impact accessing data on the local desktop from the server.

Who: Washington Office (IRM)

Tasks: Identify technology issues that exist which have caused or contributed to the issue of serving data to the desktop.

Identify the role of ArcSDE with this issue û although ArcSDE will solve this issue to some extent, there are other mitigating circumstances that need to be addressed and solved. A study is underway on the use of Citrix.

When: June - November 2003

Ensure adequate Oracle server storage capacity to support ArcGIS.

Who: Washington Office (IRM)

Tasks: Reemphasize policy that all corporate data is to be stored on j, k, & l drives.

Provide adequate data storage and data backup facilities that take into account the "growth" of data storage needs.

Ensure proper mechanisms are in place to move "official" data from the desktop to the servers, and to provide proper back up to the desktop.

Look at DVD burners as an alternative for back up to desktops in addition to the enterprise solutions.

Look at Tivoli Storage Manger to solve this problem

When: June - November 2003 before regions and forests actually use ArcSDE for data.

Select a Developer platform that addresses the needs of the FS now and in the future as technology and software advance and change (i.e. VBA, .NET, ArcObjects, MapObjects, etc.)

Who: Washington Office (IRM and FSNRA development teams)

Tasks: Analyze present development software based on current and future needs as we are moving into a COM-based environment (mitigating tools to support this change).

When: June - November 2003 before each application must go their own way and develop things differently.

Develop an ArcIMS strategy.

Who: Washington Office (IRM) in coordination with GAC

Tasks: Plan for incorporating ArcIMS into the FS workflow and FSNRA. Some ArcIMS implementation issues are addressed with proper establishment of sound ArcSDE geodatabase designs but there are many other issues to address. It probably does not make sense to install and support ArcIMS at every forest, but we probably need more than one national location.

When: Begin June 2003 with a December 2003 completion date.

Identify and emphasize development of Field Data Collection tools.

Who: Washington Office (IRM and FSNRA development teams) in coordination with GAC

Tasks: Identify ongoing efforts to develop an implementation plan where one or two technologies are identified to meet the majority of field data collection needs.

Especially critical if ArcPad is expected to play a role with field data recorders and "detached transactions". Appropriate devices for capturing spatial data in the field should be carefully considered ('pocket' vs. tablet).

When: June - November 2003

Ensure adequate Oracle server performance to support ArcGIS.

Who: Washington Office (IRM and FSNRA development teams)

Tasks: Clarify that Oracle server performance - 64-bit, multi-CPU, 2GB+ RAM Oracle servers are needed to support Oracle 9i, not ArcSDE. ArcSDE can be deployed on most systems in some form. The technology is available but the availability of money to buy servers is a Forest issue. Loss of WCF funds and accelerated installation of Oracle 9i have made this a significant issue.

Identify realistic server workload and configuration to support it.

Identify limits to upgrading a system if purchased too small to last over the "life expectancy".

When: June - November 2003

Evaluate cell-based dependencies with FSNRA and ArcSDE.

Who: Washington Office (IRM and FSNRA development teams)

Tasks: Need to identify the risks and/or benefits of moving beyond the "forest level" and look at options for removing forest/cell-based dependencies in future releases. Cell consolidation is pushing the urgency of this change, but the agency needs to assess when a more centralized approach is appropriate.

When: June - November 2003

Develop a strategy for data storage.

Who: Washington Office (IRM) in coordination with FSNRA

Tasks: Develop a plan for accessible data storage and look at options for data warehouse versus distributed data.

When: June - November 2003

Other technical and data aspects of geospatial extensions and applications - geostats, image analyst, raster & vector, imagery & compression extensions are part of ArcGIS and the FS is acquiring them.

Inability to edit ArcSDE Geodatabases in Arc is no longer an issue with the June 2003 release date of ArcGIS 8.3, which solves this problem.

Re-emphasize the need to move the organization along the technology timeline as quickly as possible (e.g. replacement of Windows 95 machines).

Appendix B - ArcGIS Implementation Guide Workshop Attendance

March 18-20, 2003
Salt Lake City, UT - GSTC - Aspen Room

John Varner - R2, RO Spatial Applications Developer
Pat Frieberg - R3, RO GIS Analyst
Suzanne Johnson - R4, RO GIS Analyst
Craig Mahaffey - R5, Regional GIS Coordinator
Stephen Bown - R6, RO Geospatial Tools Specialist
Nora Holmquist - R6, RO Data Systems Program Manager
Ebeth McMullen - R8, Deputy Director of Engineering
Mike Martischang - R9, Regional GIS Coordinator
Wanda Hodge - R9, Regional Resource Information Coordinator
Gary Fisher - R10, Regional GIS Coordinator
Grant Dekker - WO IRM, Branch Chief AT&SE
Wally Deschene - WO IRM, AT&SE
Ron Gendreau - WO IRM, AT&SE
Bill Wettengel - WO NRIS Group Leader
Curtis Day - WO NRIS/Infra GIS Developer (also representing Fire GIS)
Cal Gordy - WO NRIS Water Lead Developer (also representing GAC geoteam rep)
Jim McGinnis - WO ALP/NILS Coordinator
Ron Tymcio - RMRS
Duane Fisher - R10, Tongass NF, representing WO FACTS GIS
Tom Bobbe - RSAC Manager
Dan Thompson - GSTC, GIS Group Leader
Tim Clark - ESRI (Wednesday only via conference call)

Appendix C - Glossary

ESRI's ArcGIS introduces a new collection of terminology to describe the new architecture and functionality the product delivers. Rather than coin new "Forest Service interpreted terminology" of ESRI's new ArcGIS terminology, this Guide's authors have consciously chosen to use terminology consistent with what ESRI presents in its software interface and documentation. All terms and concepts defined in this glossary have been taken from the ArcGIS Desktop Help, GIS glossary chapter.

Term/Concept

ESRI Definition

ArcSDE

A gateway to a multi-user commercial RDBMS-for example, Oracle, Microsoft SQL Server, Informix, and DB2. ArcSDE is an open, high-performance spatial data server that employs client/server architecture to perform efficient spatial operations and manage large, shared geographic data. Was known as SDE before 1999.

ArcSDE for coverages

An ArcSDE server that provides read-only access to ArcInfo coverages, shapefiles, ArcStorm library layers, and Map LIBRARIAN layers. Uses the same data transfer technology as ArcSDE for RDBMS servers.

Constraints

Limits imposed on a model to maintain data integrity. For example, in a water network model, an 8-inch pipe can't connect to a 4-inch pipe.

Coverage

A file-based vector data storage format for storing the location, shape, and attributes of geographic features. A coverage usually represents a single theme such as soils, streams, roads, or land use. It is one of the primary vector data storage formats for ArcInfo. A coverage stores geographic features as primary features (such as arcs, nodes, polygons, and label points) and secondary features (such as tics, map extent, links, and annotation). Associated feature attribute tables describe and store attributes of the geographic features.

Custom behavior

Behavior is the implementation of an object class method. ESRI-provided objects have a set of methods associated with them. A developer can choose to override one of these methods or create additional methods. In this instance, the object is said to have custom behavior.

Custom feature

In geodatabases, a feature with specialized behavior instantiated in a class by a developer.

Data type

The attribute of a variable or field (column) that determines the kind of data it can store. Common data types are character, integer, decimal, single, double, and string.

Enabled feature

In geodatabases, a network feature that allows flow to pass through it.

Extent

The coordinate pairs defining the minimum bounding rectangle (xmin, ymin and xmax, ymax) of a data source. All coordinates for the data source fall within this boundary.

Feature

  1. An object class in a geodatabase that has a field of type geometry. Features are stored in feature classes.
  2. A representation of a real-world object.
  3. A point, line, or polygon in a coverage, shapefile, or geodatabase feature class.

Feature class

  1. The conceptual representation of a geographic feature. When referring to geographic features, feature classes include point, line, area, and annotation. In a geodatabase, an object class that stores features and has a field of type geometry.
  2. A classification describing the format of geographic features and supporting data in a coverage. Coverage feature classes for representing geographic features include point, arc, node, route-system, route, section, polygon, and region. One or more coverage features are used to model geographic features; for example, arcs and nodes can be used to model linear features such as street centerlines. The tic, annotation, link, and boundary feature classes provide supporting data for coverage data management and viewing.
  3. The collection of all the point, line, or polygon features or annotation in a CAD dataset.

Geodatabase

An object-oriented geographic database that provides services for managing geographic data. These services include validation rules, relationships, and topological associations. A geodatabase contains feature datasets and is hosted inside of a relational database management system (RDBMS).

Geodatabase data model

Geographic data model that represents geographic features as objects in an object-relational database. Features are stored as rows in a table; geometry is stored in a shape field. Supports sophisticated modeling of real-world features. Objects may have custom behavior.

Geodatabase, single-user

A personal geodatabase. It can handle a single editor and multiple readers.

Georelational data model

A geographic data model that represents geographic features as an interrelated set of spatial and descriptive data. The georelational model is the fundamental data model used in coverages - for example, it pulls together geometry and attributes that are stored in different places.

Layer

  1. A collection of similar geographic featuresùsuch as rivers, lakes, counties, or cities - in a particular area or place referenced together for display on a map. A layer references geographic data stored in a data source, such as a coverage, and defines how to display it. You can create and manage layers as you would any other type of data in your database.
  2. The interface by which an application program accesses an operating system and other services.

Long transaction

An edit session on a feature dataset that may last from a few minutes to several months. Long transactions are managed by ArcSDE's versioning mechanism.

Multipart feature

A feature that is composed of more than one physical part but only references one set of attributes in the database. For example, in a layer of states, the State of Hawaii could be considered a multipart feature. Although composed of many islands, it would be recorded in the database as one feature. [Similar in concept to the former "regions" and "routes" features.]

Multipoint feature

A feature that consists of more than one point but only references one set of attributes in the database. For example, a system of oil wells might be considered a multipoint feature, as there is a single set of attributes for multiple well holes.

Multiuser database

A geodatabase in an RDBMS served to client applications (for example, ArcMap) by ArcSDE. Multiuser geodatabases can be very large and support multiple concurrent editors. Supported on a variety of commercial RDBMS including Oracle, Microsoft SQL Server, IBM DB2, and Informix.

Object

  1. In geodatabases, the representation of a real-world entity. An object has properties and behavior.
  2. The interface by which an application program accesses an operating system and other services.

Object class

While spatial objects (features) are stored in feature classes in a geodatabase, nonspatial objects are stored in object classes. A table is an object class if it has a column with the data type OID (Object Identifier), where each row in the table is an object. In a geodatabase, nonspatial objects can have custom behavior

Planar topology

Planar topologies model systems of line and area features as a continuous coverage of an area. Planar topologies allow features to share common boundaries, such as counties sharing an outer boundary with a state. Topological associations are represented with geometric networks and planar topologies.

Relationship

An association or link between two objects in a database. Relationships can exist between spatial objects (features in feature classes), nonspatial objects (rows in a table), or between spatial and nonspatial objects.

Relationship class

Objects in a real-world system often have particular associations with other objects in the database. These kinds of associations between objects in the geodatabase are called relationships. Relationships can exist between spatial objects (features in feature classes), between nonspatial objects (rows in a table), or between spatial and nonspatial objects. While spatial objects are stored in the geodatabase in feature classes, and nonspatial objects are stored in object classes, relationships are stored in relationship classes.

Relationship, composite

Composite relationships describe associations where the lifetime of one object controls the lifetime of its related objects. An example is the association between highways and points for placing a highway shield marker. Shield points can't exist without a highway. See also relationship and simple relationship.

Relationship, simple

Describes associations between data sources that exist independently of each other. A coverage and table are independent of each other if, when you delete the primary object, the related object continues to exist. For example, a table contains measurements taken at different stations. If you stop using a station and delete that point, you might keep the measurements for historical purposes.

Shapefile

A vector data storage format for storing the location, shape, and attributes of geographic features. A shapefile is stored in a set of related files and contains one feature class.

Subtypes

In geodatabases, although all objects in a feature class or object class must have the same behavior and attributes, not all objects have to share the same default values and validation rules. You can group features and objects into subtypes. Subtypes differentiate objects based on their rules.

Transaction

A logical unit of work as defined by a user. Transactions can be data definition (create an object), data manipulation (update an object), or data read (select from an object).

Performance tuning

Adjusting settings and configuration of hardware and the software installed on it to improve speed and efficiency of data access and analysis by and delivery to end-users. A contrasting "performance improvement" strategy is to purchase "bigger/faster" hardware and software, avoiding "solving" problems.

Validation rule

Validation rules can be applied to objects in the geodatabase to ensure that their state is consistent with the system that the database is modeling. The geodatabase supports attribute, connectivity, relationship, and custom validation rules.

Version

In geodatabases, an alternative representation of the database that has an owner, a description, a permission (private, protected, or public), and a parent version. Versions are not affected by changes occurring in other versions of the database.

Work flow

An organization's established processes for design, construction, and maintenance of facilities.

Workspace

A container for file-based geographic data. This can be a folder that contains shapefiles, an ArcInfo workspace that contains coverages, a personal geodatabase, or an ArcSDE database connection.

 

Appendix D - References

ESRI. 2001. ArcGIS Desktop Help (online help files for ArcGIS v8.1.2). Environmental Systems Research Institute, Inc., Redlands, CA.

ESRI. 2001. What is ArcGIS? - GIS by ESRI. Environmental Systems Research Institute, Inc., Redlands, CA.

MacDonald, Andrew. 2001. Building a Geodatabase - GIS by ESRI. Environmental Systems Research Institute, Inc., Redlands, CA.

Mitchell, Andy. 1999. The ESRI Guide to GIS Analysis - Volume 1: Geographic Patterns and Relationships. Environmental Systems Research Institute, Inc., Redlands, CA.

US Forest Service - Geospatial Advisory Committee. February 22, 2001. Geospatial Technology Core Competencies for Resource Management and Research. Posted at intranet site http://fsweb.gac.fs.fed.us/core_comp/index.html .

US Forest Service - Open Systems Environment Center of Excellence. March 13, 2003. Daily Operations Guide/ArcSDE v2.09. Posted at intranet site Posted at intranet site http://fsweb.r1.fs.fed.us/ose/documentation/ArcSDE_DOG.doc .

US Forest Service - Open Systems Environment Center of Excellence. March 11, 2003. Open Systems Technical Information Bulletin OSTIB-2003-06: Install ArcSDE 8.1.2. Posted at intranet site http://fsweb.wo.fs.fed.us/im/helpdesk/TIBS/2003_released_tibs/ostib-2003-06.doc .

Zeiler, Michael. 1999. Modeling Our World - The ESRI Guide to Geodatabase Design. Environmental Systems Research Institute, Inc., Redlands, CA.