SUPPORTING INFRASTRUCTURE
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Objective
A necessary consideration in the development
or expansion of courses incorporating techniques such as geographic information
systems (GIS) is the establishment of the infrastructure to support such
instruction. Planning for the practical application of knowledge involves
the determination of hardware, software, data and personnel needs. Beyond
the initial establishment of facilities, ongoing issues of maintenance
(broadly defined) and upgrade, must be addressed. This white paper will
seek to synthesize key issues that arise both in the short and long term,
starting with technological, human, financial and administrative resources.
Priorities for action will then be suggested.
Background
The burgeoning of computer technology and its
incorporation into courses has created a new dilemma for instructors: how
to establish and maintain the necessary computer related support infrastructure.
Often, the hurdle of acquiring equipment and establishing a facility looms
so large in importance that little or no time is left for conceptual development
or planning for the future maintenance and upkeep of the facility. Administrators,
and those not directly connected with using the facility often take the
misguided view that computer laboratories are self-sustaining. The literature
to date covers the establishment of teaching modules and incorporation
of computer/GIS technology into courses through instructional modules (Groop,
1985; Nellis, 1994; Walsh, 1992). Some articles have addressed the acquisition
of technology and the development of a laboratory facility (Anonymous,
1993; Brimicombe, 1993; Hepner, 1985; King, 1991; Palladino and Kemp, 1991).
Beyond this, there are few guidelines on the supporting infrastructure
needed to complement instruction in geographic information science.
Issues
1. Function/Purpose
In designing and developing the support infrastructure,
clear recognition of the intended purpose and desired outcomes is
critical to successful implementation. There is no single model that can
be employed by all in the development of an infrastructure to support GIS
education. There are a variety of scales of implementation, teaching styles,
learning priorities, and institutional frameworks within which instruction
takes place. The function may vary from a strictly educational role using
the traditional lecture/laboratory format to a combination of research
and/or contract work and education. The facility may be dedicated to one
department or tool, or have to support multiple tools for departments campus
wide. In addition to the range of functions to be supported, the scale
of resources available and the size of the client base, both in terms of
the range of courses and the number of students in each to be accommodated
will strongly influence the shape of the infrastructure.
Beyond these considerations, innovations
in technology and teaching methodology may call for radical shifts
in the design and further development of the infrastructure. The implementation
of distance learning which relies heavily on remote access and individual
student (versus institutional ownership) of the technology represents one
such change underway. The pace of change requires forward thinking on these
issues, if the infrastructure is to maintain its relevance and effectiveness.
2. Technological Resources
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Design and Maintenance: In the initial
phase of infrastructure creation, the stated purpose of the facility should
drive the design. Who are the users and what are their needs? Will a facility
be used by faculty, students, and or organized classes? Will it be open
or restricted to particular users or set times? Is the facility to be stand
alone or part of a network of facilities? Such considerations are fundamental
to the determination of hardware, software, data, and personnel needs in
the facility. The relative availability of each of these components will
dictate how well objectives are fulfilled. For example, availability of
personnel to manage and maintain a laboratory may determine how much access
is allowed and to whom. These elements also may be substitutable. For example,
an investment in hardware security may enable more access when staffing
resources are limited. Planning for all these components should be part
of the initial proposal, as decisions made in establishing the facility
will impact its future utility and management.
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Materials: Beyond the physical facilities,
instructional materials must be procured. The world wide web has broadened
access to software, data, exercise and curricular materials. In addition,
online tutorials and demonstrations may be used to stretch limited resources.
Where facilities are limited, internships and cooperative work with local
agencies or companies may augment resources and provide more broad reaching
benefits.
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Safety and security: Relatively inexpensive
hardware security devices have been available for some time. Operating
system security functions, virus checkers and network control programs
offer protection on the software side, but only if installed and maintained
correctly. None of these measures are foolproof. Need for access versus
security control will continue to be an issue. Policies for access and
backup are necessary complements to physical security measures.
3. Human Resources
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Facility administration: Management issues
are vital to the successful operation of the infrastructure. While the
planning and acquisition phases are key to the future success of the facility,
if a management plan does not exist, the facility may not fulfill its potential.
Setting policies on resource utilization is also essential to the smooth
running of the facility. When a facility is shared between departments
and/or subjects, the chain of administrative control and responsibility
is particularly important. To a large extent, the functional orientation
for classes, practical sessions, and/or research work will determine who
has access and how that access is managed. However, personnel responsibilities
and authority need to be established and publicized, especially in a multifunctional
facility.
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Staffing: Personnel is generally the last
budget item considered. The type of support (full or part-time, shared
or not) and the expertise level of the individuals may determine how well
the facilities meets users' needs. Alternative strategies abound. Graduate
assistants, university computing services, departmental staff and faculty
may be in the mix. Where several individuals are involved, policies on
the chain of command and the duties and responsibilities of each person
(for example, teaching versus maintenance role) should be set out. Informal
networks for support in the vendor or private sector should also be cultivated.
4. Financial and Administrative Resources
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Funding: Given the growing need and tightening
funds, all sources should be explored. Internal funding may be available
in the form of grants, laboratory fees or capital expenditure funds. External
mechanisms include grants, contracts, and donations. Matching programs
should be explored as they can often provide much needed leverage.
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Administrative issues: Direct administrative
issues involving the enunciation of policies on responsibility and authority
of personnel are generally easily handled under existing structures. However,
the time cost of establishing and maintaining a facility are often overlooked.
In addition, time spent in building private and agency partnerships may
not show immediate tangible results. In particular, untenured faculty burdened
with such responsibilities may be at risk when promotion, and tenure or
job retention decisions arise. Thus the traditional reward structure which
rarely counts service equal to research and teaching may need to be adjusted
to fully acknowledge time spent in laboratory building and administration.
A separate issue arises when the laboratory fills the dual role of teaching
and contract facility. Clear definition of responsibilities and priorities
are needed.
5. Future Proofing
Technology is not static. A commitment for continuing
hardware, software and data upgrade and maintenance may be difficult to
obtain, but is essential if infrastructure is to retain its level of effectiveness.
Initial startup funding generally does not include additional amounts for
these necessities. The availability of funding or means of covering maintenance
and upgrades will impact the management strategy. Mechanisms for creating
revenue so that the facility becomes self supporting should be carefully
examined for both direct and indirect impacts. Cooperative or collaborative
options, for example cost sharing through site license purchase, may provide
savings. Other units on campus, for example the library and computing services
may provide opportunities for resource sharing.
As well as funding, time requirements for
installing software upgrades, data management and general maintenance need
to be examined. The issue of whether funds are available for staff or whether
the burden is to be carried by faculty or student assistants needs consideration.
In some instances, vendor support services may be available or a vendor
maintenance contract may be required as part of the purchase agreement.
In each case, funding mechanisms need to be explored both internally (for
example, through lab fees) and externally (for example, through cooperative
agreements with private sources).
With the rapid changes occurring in the technology
components, for example, new versions of operating systems and software
packages, hard questions have to be asked about how to support these continuing
demands both in financial and personnel terms. Is it important to support
a variety of hardware/software options, or only one or two? Should multiple
formats be supported or one standard adopted? Do all innovations have to
be adopted?
The inevitable developments in hardware, software,
data standards and various other technology components will have ripple
effects within the infrastructure, potentially necessitating accommodations
and changes in other components. Therefore, change management is vital
to prevent dislocation.
Benefits And Importance To National
Needs
While many of the issues outlined in this white
paper are focused on the specifics of infrastructure establishment and
management, the overall effort is directed towards the removal of physical
impediments to instruction in a largely technology dependent field. Expanded
capability in practical training, and streamlining of technology delivery
should enhance the theoretical component of geographic information science
education through the resultant broadening of students' exposure to the
concepts as they work real world examples.
The UCGIS has the opportunity to play a leadership
role in examining these little studied issues. By exploring options to
improve and strengthen the geographic information science education supporting
infrastructure, a contribution will be made both in member institutions
and the broader community.
On the practical level, the examination of
issues involved in the establishment, management and maintenance of the
supporting infrastructure should prove of benefit to the novice starting
the process as well as those with established facilities. The novice may
not be aware of the pitfalls noted above, while the current manager may
benefit from the acknowledgment of the importance of such issues when seeking
internal or external support for the facility's operation or growth.
Recommendations and Action Items
In conclusion, the following recommendations
and associated action items are suggested for consideration:
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Information Dissemination: With the continual
changes occurring in the support infrastructure, it is difficult for any
one individual or department to keep up with the state-of-the-art in this
field. It is undesirable for time and resources to be unnecessarily diverted
from conceptual and instructional development to management and maintenance.
Yet it is vital that the practical component of instruction remain up to
date. Therefore, the following actions are suggested:
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"How to" guide: As a starting point, a
guide which sets out the basic steps, as well as scenarios for the development
or management of facilities under different resource conditions would be
helpful. Such a guide may include a series of laboratory facility models,
broken down by type, scale and budget. Action Item: explore options
for producing a "how to" guide.
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Case Study Models of Facilities: Rather
than repeat the same errors or reinvent the wheel, the UCGIS membership
holds a wealth of knowledge on what works and what does not work in terms
of support infrastructure development and maintenance. No single model
will fit all needs or environments. Policies, pitfalls, "tricks" and lessons
learned can be shared to the advantage of all.
Action Item: solicit case study
information from the UCGIS members, and possibly other exemplar institutions,
and compile for distribution through the World Wide Web.
Action Item: solicit volunteers
to create a Web based FAQ on support infrastructure issues and maintain
a section for discussion.
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Web Clearinghouse: A wealth of information
and materials already exist on the Web, and elsewhere. Specialized software,
data and instructional materials already exist and the amount of material
is growing daily. While such material can be found through searches and
browsing, room exists for streamlining and improving access to this information.
Action Item: create a UCGIS Clearinghouse
Page for links to instruction related materials and resources including
software, data, and exercise materials.
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Funding/Financing: More information on
funding sources, both traditional and nontraditional, and opportunities
to support and expand facilities would be beneficial. Additionally, institutional
recognition of the need for ongoing funding for maintenance, replacements
and upgrades is not always present. Those seeking support often have little
"ammunition" with which to convince administrators of this need.
Action Item:
add a section to the Clearinghouse Page on funding sources, opportunities,
and alternative support avenues. Items might include a list of funding
sources, contact information for successful grant writers who are prepared
to be mentors, special offers from vendors, government agencies, and other
institutions.
Action Item: include funding as
one of the FAQ topic areas.
Action Item:
solicit information from members on infrastructure costs an creative
funding arrangements. Provide a summary of this information on the Clearinghouse
Page.
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Partnerships: Vendors, government agencies
at all levels, and private interests are both providers of materials and
benefactors of instructional improvements. Therefore they may be enrolled
as partners in the process of improving the support infrastructure for
geographic information science education.
Action Item: actively pursue opportunities
for dialog with vendors, government agencies and private companies with
a view to developing areas of mutual support.
Action Item: designate UCGIS
contact person(s) to serve as conduit(s) for information to be disseminated
to the membership.
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Support Infrastructure Related Policy: Compatibility
and lack of standardization remain stumbling blocks to easy sharing of
materials (especially data), and efforts to provide students with at least
an overview of the breadth of technologies they may face when they graduate.
Action Item: initiate discussion
of standards and compatibility issues among the membership through the
Clearinghouse Page or the FAQ.
Action Item: open discussion with
key figures in government agencies and other organizations working on standards
and related issues.
References
Anonymous, 1993. Planning a computer lab. Considerations
to ensure success. Higher Education Production Companion, 3, 1:
16-18, 20.
Brimicombe, A. J. 1993. GIS laboratories:
Perpetual motion, perpetual money. Geo Info Systems, 3, 4: 53-56.
Groop, R., S. L. Dodge, and G. Manson. 1985.
Microcomputer modules for undergraduate geography. Journal of Geography,
84, 4: 161-164.
Hepner, G. F. 1985. Considerations in the
development of a computer mapping laboratory. Journal of Geography,
84, 2: 64-67.
King, G.O. 1991. Geography and GIS technology.
Journal of Geography, 90, 1: 66-72.
Nellis, D. 1994. Technology in geographic
education: Reflections and future directions. Journal of Geography,
93, 1: 36-39.
Palladino, S. D. and Kemp, K. K. (eds.) 1991.
GIS Teaching Facilities: Six Case Studies on the Acquisition and Management
of Laboratories. National Center for Geographic Information and Analysis
Technical Paper 91-21.
Walsh, S. 1992. Spatial education and integrated
hands-on training Essential foundations of GIS instruction. Journal
of Geography, 91, 2: 54-61.
Author:
Susan M. Macey
Department of Geography and Planning,
Southwest Texas State University.
sm07@swt.edu
Additional Working Group Members:
Geoff Dean,
North Forests Burnie, Tasmania
Geoff.H.Dean@north.com.au
James Wilson,
Center for GIS, James Madison University,
wilsonjw@jmu.edu
If you wish to submit comments please
SEND
COMMENTS TO THE EDITORS.