Aligning and Governing IT for Optimum Autonomy in Research and Education Embracing the PerColated En

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Aligning and Governing IT for Optimum Autonomy in
Research and Education(Embracing the PerColated
Environment)
Jim Davis Associate Vice Chancellor - IT CIO
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If the discussion is successful.

• Connectionism, Autonomy the PerColated
  Environment
• Layering (now Blending) an alternative to
  centralizing and decentralizing
• Building the institutional infrastructure core
• The importance of governance
• Visible taxation and common good
• Neutrality, credibility, fiscal authority,
  governance vs. reporting lines
• Adjusting the OIT organization

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META Group December 2004Federating the IT
Organization

• The complexity of IT needs, the diversity of
  business drivers and risks the need for
  responsiveness and business-like expertise among
  lines of business cannot be adequately served
  with only a centralized IT delivery model local
  autonomy must also be embraced.
• The structure, at present, is largely
  hierarchical
• The movement in consciousness toward network
  thinking is affecting federated IT structures in
  progressive organizations, with corporate IT
  acting a facilitator among nodes of
  line-of-business services.

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April 21-22 NSF Roadmap Development Workshop
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The Smart RoadmapTransformation as a Progression
of Lanes
Lane 1 Data to Knowledge
Lane 2 Knowledge to Operating Models
Lane 5 Integrated People Knowledge and Models To
Competitive KPI
Lane 3 Operating Models to Key Industry Assets
Lane 4 Key Assets to Enterprise Application
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Lane 3 Operating Models to Key Plant Assets (The
Holy Grail for the CIO)

• Develop knowledge and data models for data-driven
  people and equipment asset life-cycle management
  and decision-making
• Enable people and equipment in process operations
  to autonomously recognize and respond to
  situations
• Develop plant-wide status data visualization
• Develop intelligent real-time tools to manage
  transitions and respond to process and
  performance threats
• Develop and maintain data and models as key
  corporate assets
• Provide comprehensive knowledge capture and
  knowledge management solutions

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SHARED DATAMouse BIRN Uses Geography to Map the
Brain
Find animal models of movement disorders where
the volume of basal ganglia structures are
decreased and where loss of spines from medium
spiny neurons is observed.
Smart Atlas
UCSD
Cal Tech
Duke
Query returns data of multiple scales for
requested location
Atlas queries distributed databases for spacial
data
Find data registered to this location.
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DATA AGGREGATIONhttp//www.berlin.ucla.edu/hyper
media

• Professor Todd Presner, UCLA

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DATA VISUALIZATIONLaboratory for Neuroimaging
at UCLA (LONI)
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EXPERIENCE AND IMMERSION INTO DATA
Santiago de CompostelaProfessor John Dagenais,
UCLA Spanish Dept.
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COLLABORATION
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A Fundamental Transformation Results

• Distributed intelligence
• Decisions and actions made at lower level of
  management granularity
• Coordinated/aggregated smart units
• Centralized hierarchical management gives way to
  coordinated distributed management
• Explicit management of risk and uncertainty
• Robustness to risk and changing situations
• Greater flexibility and responsiveness to overall
  goals
• Distributed business and operating intelligence
  to units through integrated models

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What are we seeing from our University standpoint

• American and Reinvestment Act 2009
• 4.7 billion NTIA (National Telecommunications
  and Information Admin)
• 2.5 billion RUS (Rural Utility Services)
• 200 million ARI (Academic Research
  Infrastructure
• Electronic Patient Records
• DOE, NSF, NASA, NIH 337 million in added funding
• DOE million in energy
• NSF targeting 250 million in Cyber Enabled
  Discovery and Innovation

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NIH, NSF, DOE, DOD, NIST

• Simulation Based Engineering Science and US
  Competitiveness
• Any one can compute
• Data and simulation effectiveness key factor in
  economic competitiveness
• Inadequate education
• Persistent pattern of subcritical funding in US
• Build case for legislative investment

http//www.wtec.org/sbes/
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WILL WE RETURN TO THE PAST? NOWHERE IS THE
NEXT WAVE OF INNOVATION? LETS TALK
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Lets Build the PerColated University with LOB
Autonomy

• Service Layering (Blending)
• UCLA IT Planning Task Force

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There is great Value in Lines of Business Autonomy
Chancellor/Exec Vice Chancellor
Senate
Professional Schools
College of Letters and Science
Public Health (Biostats, Health Services)
Theater, Film TV (Digital Media)
Dentistry (Biomaterials, Pediatrics Oral Biology)
Life Sciences (Physchology, Micro- biology)
Physical Sciences (Physics, Stats)
Grad School of Ed Info Studies (Education)
Engineering Applied Sciences (Materials)
Arts Architecture (Urban Design, Art, Music)
Social Sciences (Economics, History)
Humanities (Literature, Art Classics)
Law (Entertainment, International)
Medicine (Human Genetics, Physiology)
Public Affairs (Social Welfare, Urban Plan)
Nursing (Primary Care, Acute Care)
Anderson School of Mgmt. (Acctg, Policy)
Library (East Asia, Music, Research)
UCLA Administrative Units (Research, Business
Administrative Services, Finance Budget,
External Affairs, Legal Affairs)
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Great Value in Connectedness, Collaboration,
Visibility and Sharing UCLAs CI Vision
Institute for Digital Research and Education IDRE
Research CI
Common Collaboration And Learning Environment CCLE
Institute for Informatics I2
Cyber Learning
DataNet
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UCLAs CI Environment
UCLA and UC Grid
Increasing resource connectedness, Inter
disciplinary capacity and individual capability
Public Limited Private
Working Area -Project Descriptions -Drafts -Annot
ation
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11/13/2009
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Rendition of UCLAs CurrentAdministrative Data
Application Architecture
Enterprise Data
Data
Applications App Infrastructure
Technology Platforms Data Centers
Admin
SOM Clinics
Other
Health Sciences
Student
Networking Telecom
CTS Network Backbone
MCCS Network Backbone
Analog Telephones External Network Connections
Adapted from Architecture as Strategy Creating
a Foundation for Business Execution, J. Ross, P.
Weill, D. Robertson, HBS Press June 2006 Based on
companies operating in Business Silos
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IT Planning Task ForceUCLA IT Principles

• IT Investment Strategy
• Federated and Layered IT Services Model
• Shared Core Communications Connectivity
• Data is an Institutional Asset
• Adherence to a Campus IT Architecture
• Innovation and IT Project Risk
• Robust IT Project Management
• IT Oversight and Governance

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• Operating Model The necessary level of business
  process integration and standardization for
  delivering goods and services to customers (Ross
  Weill)
• and specifically for our purposes
• The methodology by which we implement the
  principles

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We have values embedded in our principles that
are foundational to the operating model

• Local autonomy at R E frontlines is highly
  valued in UCLAs primary economy
• Critical component of innovation
• High degree of individualized and responsive end
  user support part of this economy
• Connectedness and the potential for collaboration
  are also highly valued in an innovation economy
• Because data is an institutional asset, decisions
  on infrastructure should ensure campus wide data
  information are available and accessible in a
  trusted environment
• We will adhere to an IT architecture and plan
  that aligns individual solutions with a campus
  strategy

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Important Definitions

• IT Service any use of systems AND staff support
  to deliver an IT capability that enables or
  supports an end user capability
• Application Data IT Service IT application,
  database and staff support that enable an end
  user capability
• Integrated Application Data IT Services
  applications databases that need to interface
  and/or interoperate to form a complete end user
  service
• Business Process an orchestration of integrated
  application data services within a unit or
  across units
• IT Infrastructure Service IT services and staff
  support that enable Application Data Services
  and Processes
• Centralized IT Service a campus wide service
  that is provisioned and delivered to the end user
  and functional support staff without involvement
  of a local IT operation can still have impact
  if infrastructure not consistent, i.e. web
  browser
• Decentralized IT Service a locally deployed
  service that is provisioned and delivered to the
  end user and functional support staff without
  the involvement of a centralized or regionalized
  IT operation
• Blended IT Infrastructure Service an
  Infrastructure IT service formed by sharing
  institutional components of a centralized service
  and components of local services to form an
  overall service that is provisioned and delivered
  with joint accountability to the end user
• Regionalized IT Infrastructure Service a form
  of blended service in which a subset of unit
  based infrastructure services are consolidated
  for the region formed by those units
• Federated IT a general term referring to an
  organization structure in which staff reporting
  lines and service provisioning can be distributed
  but still operate in concert to form an
  institutional capability

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IT Application, Data and Infrastructure Services
Stack with Illustrative Services

• End user transaction and decision
• Help desk
• End user desktop, network, security support

IT-enabled processes require all services
Services can be provisioned in different
ways and with different groupings The objective
of the operating model is to specify the
approaches that best meet UCLAs needs

• Business process and workflow
• Data mining and manipulation
• Search and information access

• IT workflow and transaction applications
• Data models and data reporting

• Identity management, portal
• Web access, data base
• Search, reporting

• Operating system
• Software platforms
• Database management systems

• Server and database processors
• Virtual architectural services
• Server management, sys admin

• Data centers, hubs, security, power, UPS, network
  
• hosting, monitoring

• Network, VPN, wireless, DNS, NOC
• Voice mail, tele/video conference, email, chat
• Phone, PDA, cell, telecom, text, web meeting

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11/13/2009
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The Technology Stack Distinction Between
Application and Data Services and IT
Infrastructure Services
Institutional
Local
Process Standardization and Integration (Data
Sharing)
IT Enabled Processes
IT Application Services
Core Infrastructure Foundation
IT Infrastructure Services
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The Technology Stack Distinction Between
Application and Data Services Integration and IT
Infrastructure Service Blending

• End user requirements for electronic research,
  education, service and business accomplishment
  are supported responsively
• Workflow, transaction and resource applications
  and data are orchestrated to form research,
  education and business processes for end user
  access and accomplishment

• IT Services are formed by blending institutional
  and local service components from the technology
  stack
• Deployment responsibility and accountability is
  jointly held by institutional and local service
  units
• Governance and management to continuously review
  and shape service shared control
• Agreements and trust that service components will
  be delivered communication channels to
  troubleshoot

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We have already been integrating application and
data services and blending IT infrastructure
services
A Service Provisioning View
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The Grid 80 people 20 technical
Campus Moodle
Campus Shared Cluster
Technical Grid
Staff Grid
Law
Anderson
Dentistry
Arts Arch
Nursing
Humanities
UC Grid Portal
SEAS
Physical Sciences
Public Health
TFT
Social Sciences
GSEIS
Life Sciences
Medicine
Public Affairs
Extension
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The Shared Cluster Implementation at UCLA
Private Cloud
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UCLA Grid and Shared Resources
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UC CI and the Grid Current Status
Potentially 80 Tflops Available
UC CI Data Center North At LBL
Technical Staff Grid
20 Tflops
20.2 Tflops
UCLA
UCSB
4.1 Tflops
24 Tflops(1)
UC Grid Portal
LBL
UCSD/SDSC
10GB CalREN/CENIC Network
UCI
UCR
1.5 Tflops(2)
2 Tflops
20 Tflops
UC CI Data Center South At SDSC
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CCLE PlanConverge on Moodle

• 26 different course management systems
• CCLE Moodle environment

Unit System
Possible Regional System
Campus-wide Shared System
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Shared Governance Model
Project History and Timeline
Oversight
Academic Leadership, Deans, CIOs
Governance
Standards and Practices Group
Faculty Group
Student Group
Operations
Autonomous Department System
CCLE Home
Regional System
Autonomous Department System
Regional System
Shared Campus Operations
Autonomous Department System
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Contributors to CCLE Project as of Spring 2008
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CCLE
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Enterprise Messaging and Calendaring
Layered Technical Support
Tier 1 Primary Support Response Responsible
login names, passwords, contact data, display
names, lock/unlock accounts, distribution lists,
add/remove contacts to DLs, shared mailboxes,
local extension spam settings

Tier 1 Departmental IT Support

Tier 2a Web-Based (Self-Help) Tools

Tier 2 CTS IT Call Center Specialists
EM System
Tier 2 Dept. IT staff resolve or researches
problem Campus Self-help tools and call center
available Coordinated through common
trouble-ticket and notification system
Tier 3
Tier 3 Provisions trouble-ticket and
tracking Tier 3 support interfacing with local
staff
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Procurement as a Layered Service

• Software Consolidated Campus Agreement
• Department level participation purchase
• Pricing based on UC volume
• Multiple subscription periods

• Desktop/Laptops
• Focus on minimum machine and support
  specifications
• Multiple vendor
• Sweet spot pricing
• Configuration and distribution through vendor

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A Developing Perspective - The IT Technology
Stack in four Quadrants Application and Data
Services IT Infrastructure Services in relation
to Institutional and Local Drivers
Institutional
Local
Regional
Institutional Processes Integrated or Shared
Applications Data
Local Processes Local Applications, Shared
Application Extensions Data
Institutionally Provisioned Shared
Infrastructure (Central or Blended)
Locally Provisioned Unique Infrastructure (Decentr
alized or Blended)
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Embracing Local Autonomy Institutional
Involvement

• Great value in IT deployment autonomy
• AND
• Great value in operating in enterprise connected
  and percolated environment
• LEADS TO
• The Co-construction of Autonomy and Community
• IT deployment responsibility and accountability
  jointly held by institutional and local service
  units

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We have already been integrating application and
data services and blending IT infrastructure
services
Institutional
Local
Regional
RESEARCHINSTRUMENTS
Enrollment
Cyber Enabled Learning and Collaboration
CI-Enabled Research
PAYROLL
DATA WAREHOUSE, REPORTING MARTS
IDENTITY MANAGEMENT
COMPUTATIONAL RESEARCH STORAGE
DISASTER RECOVERY
MICROSOFT PURCHASE AGREEMENT
KST MACHINE PURCHASE AGREEMENT
EXPERIMENTAL NETWORK
SHARED DATA CENTERS
CAMPUS WIRELESS SERVICES
CLASSIFIED RESEARCH CENTER
EMPLOYEE EMAIL SERVICES
CAMPUS BACKBONES
VOIP
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CAMPUS NETWORK SERVICES
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Real Governance not Committees

• Prioritization Designation (which column)
• Operational oversight of institutional/local
  interdependence
• Service provisioning

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• The three ticks against CAO/CSG Joint
  Committee, CAOs and Campus IT Directors reflect
  our expectation that we will work in sub- groups
  or determine on a project-by-project which groups
  should be used. V21-P1133-03-09-06

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Office of Information Technology(the sphere of
influence)
Management Campus IT Governance, Planning,
Budget Processes
Credibility Neutrality OIT Reporting Lines
Partnerships/ Relationships
Campus IT Policy
Campus Program Funds Management
IT Service Security Operations
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Visible TaxationTechnology Fee for Shared
Infrastructure

• Internal charge to each unit based on FTE
• Common good infrastructure services
• Content and rates determined by campus governance
  process
• Charge is mandated but participation in services
  is not

• Visible
• Establishes baseline services for all units
• Incentive for using
• Drives campus scrutiny on what is and is not
  common good
• Increases pressure on quality of
  cost/benefit/quality of delivered services
• Incentive for careful analysis to local needs
• Preserves autonomy
• Focuses resources on frontline support

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Programmatic IT and IT infrastructure at UCLA
ITPB OIT
FCET, IDRE CSG
CITI CSG
UCLA Anytime Anywhere
Business Processes
IT Leadership and Innovation
Research
Instructional
Applications
Infrastructure
Infrastructure
Digital Citizens
IT Institutional Asset
Information Technology Program Facing
Information Technology Internal Facing
Research, Education, Decision-Making
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MT and IT Governance in Harmony at Disneyand it
seems to be working well!
Alignment Team
Media Technology Board
CIO Board
Media Asset Management
Product Requirements
Business Processes
Media Security/DRM
Media Strategy
Production Operations
Applications
Infrastructure
Media Transport
High Definition Video
Media Technology Product Facing
Information Technology Internal Facing
Product Development Creative
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Capturing the Principles to Co-construct Autonomy
and Community

• PerColated R E Environment
• Greatly expanding collaboration, scholarly
  interaction and access to resource
• for individual pursuit
• Inverting IP
• The value and impact of sharing exceeds the value
  of owning it
• Coordinated Autonomy
• Co-existence of institutional and local
  deployment structures for maximum local autonomy
  and maximum institutional effectiveness - shared
  responsibility and coordinated accountability
• Layering
• Locally managed service components on top of
  institutional service components
• to form a complete service
• Sweet Spot
• The balance point when distributed and
  institutional infrastructure resonates