Past and Future Collaborative Expedition Workshops    (41OE)

Please note - this workshop has been re-scheduled to June 10, 2009    (41T0)

Collaborative Expedition Workshop, June 10, 2009, at NSF    (41OF)

Draft Title: Exploring Potentials and Realities of Data Enclaves: NORC Case Study    (41OG)

A. Workshop Purpose    (41ON)

This workshop will explore the emerging cyberinfrastructure landscape for high-performance collaboration that includes effective governance mechanisms(technological security (FISMA), statistical protections, enforcing legal requirements, and training) for effective stewardship of sensitive data. The potentials and realities of the National Opinion Research Council (NORC) Data Enclave will be explored as a frontier outpost in the growing challenge of information stewardship that balances structured data access by researchers with privacy and confidentiality concerns.    (41R2)

Researcher access to microdata serves the public good both by leveraging existing public investments in data collection, and by ensuring high quality science through the replication of scientific analysis. The NORC Data Enclave provides authorized researchers with remote and on-site access (at NORC) to microdata using secure methods to protect confidentiality. This responsible stewardship of sensitive data is achieved by implementing technological security (FISMA), applying statistical protections, enforcing legal requirements, and training researchers. The NORC Data Enclave also ensures that valuable data are preserved for the long term by documenting the data using DDI compliant metadata standards.    (41R3)

The Data Enclave has three goals: to promote researcher access to sensitive micro data; to protect confidentiality and to archive, index and curate micro- or meta-data. In addition, the enclave engages the research community in developing a knowledge infrastructure around each dataset through its research collaboratory, which enables geographically dispersed researchers to collaborate and share information by means of wikis and blogs.    (41R4)

This introduction to the NORC Data Enclave will include description of how it functions from both producer and researcher perspectives.    (41R5)

The NIST–Technology Innovation Program (NIST–TIP), which replaced the NIST-Advanced Technology Program (NIST-ATP), currently has 8 teams conducting research using the ATP data within the Data Enclave. These researchers will present research findings, including insights on the contribution of the Data Enclave to their research.    (41OP)

The NORC Data Enclave has been made possible by funding from the Technology Innovation Program at the National Institute of Standards and Technology (NIST), the Economic Research Service at the U.S. Department of Agriculture, and the Ewing Marion Kauffman Foundation.    (41OT)

It is likely that how we design our cyberinfrastructure (including sensitive data stewardship and knowledge-sharing environments that influence policy-making, innovation, and agility) will play a pivotal role in the continued vitality and creativity of our 21st century democracy.    (41OY)

Building on best practices from mature distributed science communities, participants will have the opportunity to learn and contribute to unprecedented challenges of scale and complexity, that impact not only scientific discovery and innovation, but also multi-institutional "virtual organizations" forming to address national challenges    (41OZ)

This workshop will provide an example of how to set conditions by which groups that may not have regular opportunities to share information outside of their agency boundaries and jurisdictions can be brought together. This will support the development of a broader vision among stakeholders engaged in virtual organization challenges, from clean energy innovations to climate change mitigation strategies and beyond.    (41P0)

In addition, this workshop will demonstrate an organizing process that can be employed anytime a purpose cuts across organizational boundaries. This is timely for workshop participants who have come to appreciate that building trusted relationships is the essence of eGovernment. How people design the organizing process for potentially “collaborative” settings, existing beyond traditional boundaries, can spell the difference between “multiplicative power” and “no power” arising to achieve high performance results that matter to all.    (41P1)

In addition, as "reducing our carbon footprint" moves from slogan to global imperative, collaboration augmented by "silicon-based" collaborative work environments offers significant dividends. The "physical" carbon-based movement of people, goods, and services exacts a much higher carbon cost, than the "virtual" silicon-based movement of people's artifacts and intents - including ideas, knowledge, and requests/ acknowledgements around goods and services available through the World Wide Web. "Virtual Organizations" are poised to amplify effectiveness and timely results, including greater "buy-in" than is obtained through traditional ways of organizing.    (41P2)

"Architecture is the thoughtful making of space." Louis Kahn    (41P5)

"Information is the currency of democracy." Thomas Jefferson    (41P6)

Workshop planning provides an opportunity to experience shared stewardship around broad mission goals that include:    (41P8)

B. Draft Workshop Questions    (41PD)

General Questions for Workshops in 2009    (41Q7)

C. Agenda    (41Q8)

9:00 a.m. - Check-in and Coffee    (41Q9)

9:15 a.m. - [Welcome and Introductions]    (41QA)

SusanTurnbull, GSA and Co-chair, Emerging Technology Subcommittee and Co-Chair, Social, Economic and Workforce Implications of IT CG    (41QB)

RichardSpivack, NIST and Co-chair, Emerging Technology Subcommittee    (41QC)

9:30 a.m. - Who is Here and Who is Missing? What is your Sense of Purpose in Relation to the Overall Workshop Goals?    (41QD)


Chet Bowie, Senior Vice-President, NORC-University of Chicago (    (41QF)


Tim Mulcahy, Senior Research Scientist, Data Enclave Project Director, NORC-University of Chicago (    (41QH)


Stephen Campbell, Director (Acting), Impact Analysis Office, Technology Innovation Program, NIST (    (41QJ)

Ted Allen, consultant to Technology Innovation Program (    (41QK)


Benjamin Campbell (Ohio State University) and Preeta Banerjee, (Brandeis University) Human Capital Complementarities: The Role of Generalists and Specialists in Innovation    (41QM)

Lisa M. Russell (University of N. Texas) The Impact of Crisis Events on the Knowledge Creation-Innovation Process: An Integrated Perspective    (41QN)

Andrew Wang, and Richard Freeman, Harvard University, Research Teams and Productivity on R&D Projects    (41QO)

12noon - 1:00pm - LUNCH    (41QP)


Jade (Yu-Chieh) Lo, Ph.D. Candidate Management & Organization (University of Southern California): Too Much of a Good Thing? Meaning Construction, Resource Mobilization and Field Emergence    (41QR)

Franz T. Lohrke (Samford University and Barabara Bird, Ph.D. (American University). Measuring the Liability of Newness: An Empirical Investigation & Breaking Up Is Hard To Do: Examining the Role of Partner Goal Change on Strategic Alliance Outcomes and Measuring the Liability of Newness: An Empirical Investigation    (41QS)

Laura I. Schultz, University at Albany, College of Nanoscale Science and Engineering. The Evolution of High-tech Startups & Exploring the Technology Innovation Process in Startup and Small Firms    (41QT)


John Cullen (Washington State University). The Facilitation and Performance Implications of Radical Innovation in Joint Ventures {nid 41QV}: Jean Johnson (Washington State University). Driving Collateral Learning from Joint Ventures    (41QW)

4:00pm - SUMMARY    (41QX)

Janet Norwood, The Conference Board. (    (41QY)

Frank Howell,. Frank M. Howell is Professor of Sociology and Director of the Spatial Analysis Laboratory at Mississippi State University, (    (41QZ)

4:30pm - DISCUSSION    (41R0)

5:00pm - ADJOURN    (41R1)

D. Draft Resources    (41S9)

1. Transitioning to Virtual Organizations    (41SA)

3. Open Standards Toward Data and Information Sharing    (41SL)

E. Collaborative Expedition Workshop Series Background    (41SO)

Purpose and Audience: GSA's USA Services/ Intergovernmental leads monthly Collaborative Expedition workshops to advance the quality of citizen-government dialogue and collaborations at the crossroads of intergovernmental initiatives, Communities of Practice, Federal IT research and IT user agencies. The workshops seek to advance collaborative innovations in government and community services such as emergency preparedness, environmental monitoring, healthcare and law enforcement.    (41SP)

Each workshop organizes participation around a common purpose, larger than any institution, including government. By learning how to appreciate multiple perspectives around potentials and realities of this larger “purpose”, subsequent actions by individuals representing many forms of expertise, can be better expressed in their home and collaborative settings. By centering around people and the "whole system" challenges they organize around, IT design and development processes can mature with less risk and greater national yield of breakthrough performance.    (41SQ)

Joint workshop sponsors in addition to GSA, include the Emerging Technology Subcommittee of the Architecture and Infrastructure Committee and Coordinating Groups of the Subcommittee on Networking and Information Technology Research and Development, including, Social, Economic and Workforce Implications of IT and IT Workforce Development CG, Large-Scale Networking CG, High End Computing CG, High Confidence Software and Systems CG, Software Design and Productivity CG, and Human-Computer Interaction and Information Management CG. These organizations value this “frontier outpost” to open up quality conversations, augmented by information technology, to leverage the collaborative capacity of united, but diverse sectors of society, seeking to discover, frame, and act on national potentials.    (41SR)