CARIS HPD Basic Workflows Document

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CARIS HPD Basic Workflows Document

• For HPD Version 2.4

Internal Presentation 3 November 2006 Not for
Distribution Outside CARIS
Fredericton Canada Heeswijk The
Netherlands Ellicott City United States
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The Challenge Faced by HPD Users

• CARIS HPD offers a new approach to managing
  hydrographic data and products
• HPD offers a task- and data-centred workflow, and
  not a file-based nor an individual product-based
  workflow
• Summary HPD users need help getting started
• this is also an opportunity for more CARIS
  Consulting

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The Response Part 1

• CARIS has recently finished the first version of
  a new Basic HPD Workflow Overview document
• Location
• \\Oxygen\Training\Public\Materials\H P D \Current
  Training Materials\English\Workflow
• CARIS HPD Workflows Overview Document v1.0 - Oct
  2006.pdf

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Workflow Document Objectives

• Create a document presenting a high level
  overview of working with the CARIS HPD database
  in a typical hydrographic organization
• To outline a set of basic workflow steps along
  with an overview of the relevant information
  required at each step
• users, project settings, programs, tasks
  performed
• To design a workflow that operates with HPD 2.4
• identify items for improvement in future HPD
  releases

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Objectives in More Detail

• To provide a clear, concise workflow for a series
  of typical, standardized basic HPD workflows
• To keep things as simple as possible
• not all options and functionality is addressed
• more complex workflows that can be added later
• To provide only an outline of the processing
  steps involved
• readers must consult the related CARIS HPD
  Reference Guides and Training Manuals for details

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A Starting Point Only

• This set of basic workflows is designed to offer
  a starting point
• After gaining practical experience with HPD,
  users may wish to streamline their workflows
• build on what is presented here and modify parts
  of these workflows to suit their specific
  requirements
• Other organizations may wish to incorporate their
  own third party Workflow Management System as well

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The Four Basic HPD Workflows

• This document considers the four main basic
  workflows followed by CARIS HPD users
• A Integrate New Source Data into an HPD Database
• B Generalize Data onto Next HPD Usage
• C Create New Product (ENC, Paper Chart, etc.)
• D Update Existing Product (ENC, Paper Chart,
  etc.)

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Repeatable Workflow Steps

• Within each of these four workflows, the same
  repeatable pattern of five steps can be identified

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Basic Workflow Assumptions

• Projects and Sources
• Source means one document or set of related new
  data source documents
• Project reference only one source
• Projects can reference other Projects
• For generalization, one Project per Usage
• Project attributes this main attributes
  referenced are
• Status, Comments, Assigned User

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General Project Settings in the Workflow

• Project Status settings are identified for each
  of the 5 workflow steps

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User Accounts for the Basic Workflows

• Identifies the HPD user accounts required and the
  roles associated with each

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Workflow Details

• For each of the 5 steps in each workflow
• The user is responsible for this step
• A general task summary for this user
• Provides brief comments for each task
• outline of the task
• what program is used
• general comments on the steps to perform
• any changes to Project settings
• References to HPD User Guides Training Manuals
• Summary of Project attribute settings in the
  workflow

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Workflow Details Example
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Typical Project Settings Example
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Workflow A Integrate New Source Data

• Import new data and integrate it into the database

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Workflow B Generalize onto Next Usage

• Creating new representations and generalization

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Workflow C Create New Product

• Create new product (ENC, Paper Chart)

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Workflow D Update Existing Product

• Update an existing product with new information

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HPD Setup Administration Issues

• Other topics that are only outlined very briefly
• The purpose of the HPD database and the products
  to be create using it
• The number of HPD database schemas to be created
• The number of HPD usages to be defined within the
  database
• The approach to HPD database population to be
  adopted
• HPD customization requirements
• The HPD user accounts required and the roles
  associated to each

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The Response Part 2

• Customers
• New users will be trained on a common, workable
  approach to getting their HPD implementation
  running
• CARIS
• Improvements are identified for future releases,
  leading to future productivity enhancements
• Testing team tests the software in the way
  customers are using the software
• Trainers and customer service staff have a
  consistent approach to training and supporting
  our HPD users

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Document Location

• \\Oxygen\Training\Public\Materials\H P D \Current
  Training Materials\English\Workflow
• CARIS HPD Workflows Overview Document v1.0 - Oct
  2006.pdf

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