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Fernando Gil - Master Thesis Public Presentation (25/7/2014)

The document outlines the implementation of the Ferbritas Cadastre Information System (FBSIC) aimed at improving cadastre and expropriation activities from its inception in 2008 to project completion in 2012. It discusses the project's objectives, methodologies, and results, emphasizing the system's capabilities in enhancing productivity, accuracy, and efficiency in land acquisition processes for national rail infrastructure. The report also highlights the project's management, technical architecture, and the significance of integrating various data sources to support user needs.

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The implementation of an Enterprise Geographical Information System to support Cadastre and Expropriation activities. The case of Ferbritas Cadastre Information System Fernando José Pereira Gil Project Report supervised by Professor Doutor Marco Painho Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa Project Report submitted in partial fulfilment of the requirements for the degree of Mestre em Ciência e Sistemas de Informação Geográfica (Master in Geographical Information Systems and Science)
Agenda • Framework • Objectives • State of Art • Methodology • Results • Conclusions • Future works Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 2
Agenda • Framework • Objectives • State of Art • Methodology • Results • Conclusions • Future works Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 3
Framework Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 4 • The project object of this report, Ferbritas Cadastre Information System (FBSIC), was developed between October 1, 2008 and October 12, 2012 in Ferbritas SA (FB), known as REFER Engineering, SA since February 2013. • 2008-2009 preliminary studies reframed the company awareness to proceed with a solution implementation: – to highly improve the way information was traditionally captured and transformed; – to enable right information to be found and shared across the enterprise, boosting its use in a productively manner; and – to provide users with day-to-day tools and capabilities integration, where the majority of the procedures would be automated and within reach of a click. • Thus, Ferbritas decided to move forward with FBSIC implementation on May 2009, for purely internal reasons towards production processes improving, aiming productivity and efficiency increasing concerning land acquisition processes, which final aim is ensure the availability of sites for national rail infrastructure construction works.
Personal participation in FBSIC Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 5 Coordination and project management from end to end through initiating, planning, executing, monitoring, controlling, closing stages, and maintenance periods, between October 2008 and October 2012; including production activities coordination, highlighting: • Semantic gaps bridge between software development team and business users; • Database modelling collaboration; • Interface definition and design participation; • Workflows definition collaboration; • Requirements gathering and analysis participation; • FBSIC solution software tester; • FBSIC solution’s public presentations speaker.
Agenda • Framework • Objectives • State of Art • Methodology • Results • Conclusions • Future works Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 6
Project report objectives The project report objectives are: • To review in detail all the aspects related with the implementation projects of an enterprise Geographical Information System (GIS) FBSIC, aiming to support Cadastre and Expropriations activities in Ferbritas, SA from its early planning stage to the last maintenance phase (covering about four years); including a production phase overview. Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 7
Agenda • Framework • Objectives • State of Art • Methodology • Results • Conclusions • Future works Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 8
State of the art The concept of land includes properties, utilities, and natural resources, and encompasses the total natural and built environment within a national jurisdiction, including marine areas (Williamson, et al., 2010). Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 9 Perspectives on land (United Nations, 2004) Modern land administration theory requires implementation of the land management paradigm to drive systems dealing with land rights, restrictions and responsibilities to support sustainable development. It also requires taking a holistic approach to management of land as the key asset of any jurisdiction (Williamson, et al., 2010).
State of the art Enemark (2009) cited by (Antonio, et al., 2014), argues that this conceptual understanding provides the overall guidance for building a land administration system in a given society, independent of the level of development. The hierarchy should also provide guidance for adjusting or reengineering an existing land administration system. Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 10 A comprehensive representation of the land sector (Magel, Klaus and Espinoza, 2009), based on Enemark, 2006 cited by (Antonio, et al., 2014)
State of the art In Portugal, large steps towards land management paradigm implementation took place with the creation, in 2006, of the SiNErGIC project; which lately, is being reformulated in a new project designated the Cadastre Information National System (DGT, 2013). Portugal still has two cadastral systems running, with different data models (IGP, 2009): • Rural Property Cadastre; and • Real Property Cadastre. Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 11 Paradigm shift: from tax purpose to multipurpose (Julião, et al., 2010a)
State of the art Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 12 According to (Bennett, et al., 2011) six design elements of future cadastre emerge: • Survey-Accurate Cadastres, • Object-Oriented Cadastres, • 3D/4D Cadastres, • Real-Time Cadastres, • Global and Organic Cadastres. Moreover, a range of new approaches and tools is developing at a rapid pace (Bennett, 2012): • The Social Tenure Domain Model (STDM): a design approach to non-traditional forms of land tenure. • Point cadastre ; • Digital pen ; • Crowdsourced cadastre (or Cadastre 2.0); • High resolution satellite imagery (HRSI); • Low altitude remotely sensed imagery (LARSI); • The pro-poor land recordation system - a set of transparent principles and processes developed by UN-Habitat (SOLA). Finally, I would like to highlight a group of ubiquitous positioning technologies in rapid development that may revolutionize cadastre and land administration in mid-term (presented in Annex 2).
Agenda • Framework • Objectives • State of Art • Methodology • Results • Conclusions • Future works Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 13
Project Management FBSIC project, was comprised by a group of projects which followed a flexible Project Management methodology, framed within PMI procedures, and anchored in “organized common sense” as sustained by (Wysocki, 2009), with the following main process groups: • Initiating; • Planning; • Executing; • Monitoring and Controlling; and • Closing. In the above mentioned stages, along all the projects life cycle, two project management layers coexisted: • Ferbritas project management – ensured by the author; and • Contractor’s software developing services project management (Esri Portugal).
Software development procedures Each software developing component, in each project, was considered as a systematic process framed, in most cases, within waterfall model (the prototype model its used only twice), consisting in the phases that supported their execution, outlined below in broad terms (overview presented in Annex 4): I. Kick-Off II.Requirements gathering III.Functional Analysis and Technical Design Report IV.Tests Reports V.Implementation VI.Acceptance Tests VII.Project Closure - At this stage the project was formally accepted and the warranty period started. Training and start-up operational support were also given at this point. Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 15
Production Stage Overall Closing Upgrade and Corrective Maintenances Executing Stage Preliminary Stage FBSIC Global Overview Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 16
FBSIC project in a glance Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 17 • Preliminary stage (October 1, 2008 to May 7, 2009); • Executing stage (FBSIC software development), comprising two phases: – Phase 1: FBSIC prototype (May 8, 2009 to August 11, 2009); and – Phase 2: FBSIC - Web ADF (September 15, 2009 to October 4, 2010); • FBSIC Upgrading and Corrective Maintenances (October 4, 2010 to October 12, 2012), briefly summarized in the activities listed below: – FBSIC/FBX integration software developing services; – REFER Domain Module and Final expropriation parcels drawings generation; – 2011 FBSIC upgrading and corrective maintenance; – GIS Infrastructure and FBSIC ArcGIS 10 (SP2) migration; – FBSIC production support tools and procedures; and – 2012 FBSIC upgrading and corrective maintenance. • Overall Closing of FBSIC projects (October 12, 2012); and • FBSIC production stages (June 1, 2009 to July 1, 2013).
FBSIC Global Calendar Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 18
Agenda • Framework • Objectives • State of Art • Methodology • Results • Conclusions • Future works Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 19
Results In the following slides, I will present FBSIC last version (v3.03 deployed on December 19, 2012) main results divided in the themes listed below: • FBSIC implementation and production phases results; • Main conference presentations, posters, and article; and • Awards. Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 20
FBSIC phase 1 (FBSIC Prototype) Closing Monitoring and Controlling Executing Preliminary Planning Preliminary Initiating • Guarantee period and user training • FBSIC phase 2 requirements • FBSIC phase 1 (FBSIC Prototype) • Status Report • Communication Plan: Steering, and Monitoring comitees • Project Scope Amendment Agreement • FBSIC phase 2 requirements • FBSIC phase 1 (FBSIC Prototype) • Gaining Approval to Launch the Project • Procurement (RFP) • Initial Project Planning (three years) • Gaining Approval to Plan the Project • Initial Project Scoping Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 21
FBSIC phase 2 (FBSIC v1.0) Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 22 Closing Monitoring and Controlling Executing Planning Initiating •Guarantee period and user training •FBSIC phase 3 requirements •FBSIC phase 2 (FBSIC v1.0) •Status Report •Communication Plan: Steering comitee (Strategic decisions), and Monitoring comitee •Project Scope Amendment Agreement •FBSIC phase 3 requirements •FBSIC phase 2 (FBSIC v1.0) •Gaining Approval to Launch the Project •Procurement (RFP based on FBSIC phase 2 requirements) •Gaining Approval to Launch the RFP •Project Scoping (FBSIC phase 2 requirements)
Upgrading and Corrective Maintenances Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 23 Closing Monitoring and Controlling Executing Planning Initiating •Garantee period and training •Overall closing meeting (FBSIC v3.0.3) •Status Report •Communication Plan: Steering comitee (Strategic decisions), and Monitoring comitee •Project Scope Amendment Agreement •2012 and 2011 FBSIC upgrading and corrective maintenance, FBSIC production support tools, FBSIC ArcGIS 10 (SP2) migration, REFER Domain Module, FBSIC/FBX integration software developing services •Gaining Approval to Launch the Projects •Procurement (RPF) •Gaining Approval to Launch the RFP •Projects Scoping (RFP)
FBSIC v3.0.3 Ferbritas Cadastre Information System v3.0.3 (FBSIC v3.0.3) is FBSIC project’s cycle (2008-2012) end product, comprehending a fit-for-purpose solution with very unique and distinctive features among others: • Brings together a multitude of use cases in pre-defined formats and streamlined immediately to the user; • Integrates standardized and normalized information produced by third parties (Courts, Land Property Registries and Financial Services, Postal codes, etc.). • Focuses on the user's perspective; • Allows integrated and multidisciplinary uses within an enterprise or institution; • Adds accuracy, efficiency and effectiveness of action; • Ensures changes traceability; • Exports to other information technology platforms, including SAP; • Provides a platform for information and knowledge, a valuable asset in itself; • Adds immediate value in a trend that grows exponentially over time, as the database is being enriched. Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 24
FBSIC v3.0.3 modules FBSIC v3.0.3 has a modular character comprising seven modules: • Data Migration (geographic and alphanumeric data import with feature integrated validation); • Field (information gathering activities support); • Information Processing (field data import and validation); • Central (geographic, alphanumeric and document information load and edit; project phases and transitions (workflow) quality monitoring; maps and formal documents print; among many other features); • Approval (expropriation data approval cycle before final client delivery); • Domain Management (management of expropriation parcels life cycle till their acquisition and integration in railway public domain by national authorities); • Backoffice (system administrator support). Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 25
FBSIC v3.0.3 - Layers Diagram Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 26 SERVER FBSIC (ArcGIS API for Flex 2.5, Flex API 4.1) Central Database (SQL Server Enterprise 2008 R2 x64) Business Logic (web services (C#), .Net Framework 4.0, IIS 7.5) Search Edition Geographic and Alphanumeric Map Navigation Map Services (ArcGIS Server 10 ES + Image Extension) Authentication Windows Single Sign On Active Directory (ferbritas.pt) GUI Functionality Data ArcGIS Online Document Management Tools Operations support Operating system (Windows Server 2008 R2 STD x64) Bing Maps CLIENT Operating system (Windows 7) Web Browser (IE 9.0, Firefox, Google Chrome) + Adobe Flash Player 11 GUI
FBSIC v3.0.3 Conceptual Architecture Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 27 .mdbBAGEX Sync Alfa DB Approval Module Data Migration Module Geo DB Extranet Entities, Types, Districts, Counties, Parishes, ... Areas Map Cadastre Plan Parcel Plans Registration Forms Central Module Information Processing Module Field Module (alfa) Database (SQL Server) Database Document Management push and get Backoffice .mdb Field On permises / Intranet Cartography .mdb Domain Module
FBSIC v3.0.3 Physical Architecture Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 28 Corporate LAN (Intranet) User User Programmer GIS Programmer DMZ (Extranet) Web Server PROD Primary VM Field Mod. - Click Once .net - Web Services Central Mod. Approval Mod. Domain Mod. User User Extranet UserDocMS LAN Servers DB Server BDDSrv W2003 R2 ENT x64 SP2 SQL Server Enterprise 2008 x64 SP1 BDDSrvDEV FBCADASTRO_DEV FBGIS_DEV BDDSrvTEST FBCADASTRO_PROTOTYPE FBCADASTRO_TEST FBGIS BDDSrvTEST(staging) FBCADASTRO_TEST_Staging FBGIS_Staging PROD FBCADASTRO FBGIS PROD (Staging) FBCADASTRO_Staging FBGIS_Staging CONTXT FBGIS_CONTEXTO Image Server Gisimg01 W2008 R2 STD x64 ArcGIS Image Server Active Directory Application Server PROD Primary VM - gis02 ArcGIS Server 10 Enterprise Standard VM - gisweb02 Web Server Application Server PROD Secondary Gis01 (vm) W2008 R2 STD x64 ArcGIS Server 10 ES Gisweb01 (vm) W2008 R2 STD x64 IIS 7 (compatible with 6) DEV gis01-dev (vm) W2008 R2 STD x64 ArcGIS Server 10 ES SSL gisweb01-dev (vm) W2008 R2 STD x64 IIS 7 (compatible with 6) TEST gis01-test (vm) W2008 R2 STD x64 ArcGIS Server 10 ES SSL gisweb01-test (vm) W2008 R2 STD x64 IIS 7 (compatible with 6)
FBCADASTRO Entity-Relation diagram Referring only to the production alphanumeric database FBCADASTRO, I highlight its composition comprising 241 tables (shown below), 147 views, and 136 stored procedures (illustrate the complexity of FBSIC data model) Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 29
FBSIC Central module initial screen Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 30
FBSIC Central module search tool theme navigation flows Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 31 Railway Line (g) Railway Segment (g) Provision of Services (a) Expropriation s Project (a) Cadastral Parcels (a) Project Cadastral Parcels (a/g) Expropriation Parcels (a/g) Entities (a) Expropriation Process (a) Tasks (a) PK (g) Train Station (g) District (g) Municipality (g) Parish (g) Map index (a/g) (a: alphanumeric; g: geographic; a/g: alphanumeric and geographic)
Expropriations Project single parcel map (A3 format) Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 32
Expropriations parcels area report Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 33
Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 34 The modular step by step FBSIC development strategy allowed Ferbritas start to benefit from FBSIC applications support since an early stage. At March 15, 2010, internal productions teams and external survey teams could start collecting information within FBSIC environment. Production phase # 1- M ar- 10 5- A p r- 10 2 8 - A p r- 10 11- M ay- 10 2 1- M ay- 10 8 - Jun- 10 2 3 - Jun- 10 6 - Sep - 10 3 0 - Sep - 10 Pro ject s 1 2 4 7 8 9 9 11 13 C ad ast re Parcels 109 670 670 678 857 963 1340 3134 3327 Parcels 67 67 439 448 440 440 463 569 574 Ent it ies 160 1302 2349 2412 2789 3010 3819 7363 7363 U sers 2 3 5 17 17 17 17 34 34 1 2 4 7 8 9 9 11 13 109 670 670 678 857 963 1340 3134 3327 67 67 439 448 440 440 463 569 574 160 1302 2349 24122789 3010 3819 7363 7363 2 3 5 17 17 17 17 34 34 1 10 100 1000 10000 1-Feb 1-Mar 1-Apr 1-May 1-Jun 1-Jul 1-Aug 1-Sep Projects Cadastre Parcels Parcels Entities Users
Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 35 The global evolution of cadastral and expropriation projects data collected with FBSIC on July 27, 2013, with reference to FBSIC auditing and quality dashboard, and I will present in Table 4, FBSIC production teams total and railway line work volume details on July 27, 2013. Production phase Objects Number Entities 34107 Cadastral parcels 17442 Expropriation parcels 15970 Annotations 7401 Projects 427 Railway Lines Projects Number Parcels Number Parcels Area (m2) Parcels Length (m) Minho Railway Line 2 518 292 054 6 031 Douro Railway Line 1 46 29 955 4 591 Norte Railway Line 164 8456 4 858 645 181 816 Lousã Branch Railway Line 11 1191 302 325 33 967 Oeste Railway Line 2 41 16 258 1 839 Beira Baixa Railway Line 43 1023 697 762 55 415 Leste Railway Line 1 11 7 413 981 Sintra Railway Line 32 474 731 694 21 181 Alentejo Railway Line 14 110 91 786 36 000 Sul Railway Line 59 2637 4 212 904 161 576 Sines Railway Line 1 17 7 710 1 022 Évora Railway Line 9 390 503 700 22 320 Algarve Railway Line 11 1056 380 415 37 383 Total 350 15970 12 132 622 564 121
Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 36 Between 2008 and 2012 I made more than 38 public presentations related to FBSIC: 1 on 2008, 7 on 2009, 11 on 2010, 8 on 2011 and 11 on 2012 (see Annex 9). The following posters were elaborated: • FBSIC - Cadastre Information System. 2011 Esri, Inc. International Users Conference Poster (Ferbritas, 2011b); • FBSIC - Sistema de Identificação Cadastral. 2012 Esri Portugal Users Conference (EUE 2012) Poster (Ferbritas, 2012a); • FBSIC - Cadastre Information System. 2012 FBSIC Poster (Ferbritas, 2012b). FBSIC article published in Vector1 Media on June 2011: Cadastre Information System for Rail in Portugal (Gil & Mata, 2011e), available at http://sco.lt/7EZJ5d. Presentations, posters and article
Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 37 The main achievements between 2010 and 2012 were the following: • FBSIC poster 4th place at 2012 Esri Portugal Users Conference (Ferbritas, 2012a); • Cadastre Information System for Rail in Portugal – Vector1 Media 2011 Top 10 Features, (Thurston, 2011) (Gil & Mata, 2011e); • Special Achievement in GIS Award: Ferbritas received a Special Achievement in GIS (SAG) award at the 2011 Esri International User Conference; and • Ferbritas received the GIS Project Achievement at 9º Esri Portugal User Conference – EUE 2011 (March, 2011) (Esri Portugal, 2010). Awards
Agenda • Framework • Objectives • State of Art • Methodology • Results • Conclusions • Future works Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 38
Main conclusions Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 39 Summarizing, the integrating nature of FBSIC allows: • to accomplish present needs and scale to meet future services; • to collect, maintain, manage and share all information in one common platform, and transform it into knowledge; • to relate with other platforms; • to increase accuracy and productivity of business processes related with land property management.
Agenda • Framework • Objectives • State of Art • Methodology • Results • Conclusions • Future works Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 40
Future works - Short term Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 41 • ArcGIS platform v10.3 migration; • Solution self-service capabilities implementation widening, such as enabling AutoCAD drawings end user’s (internal and external) direct upload into GIS (with full topological and context automatic validation support); • FBSIC ArcGIS On-line and ArcGIS Pro full integration implementation; • Inspire and LADM compliance implementation; • New tools development: –Mobility: Field module geographic component implementation with geo-trigger and augmented reality capabilities; –Real estate valuation module implementation; –Geographic web services integration and embedding with SAP-DMS platform.
Future works - Medium term Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 42 • Advances in modern browser technology combined with limited browser support for Flex, will encourage FBSIC web GIS Flex technology based applications migration to JavaScript/HTML5 technologies; • Business Processes Modelling capabilities integration; • Enabling FBSIC to receive information from future public web services, such as, SNIC cadastre web services, or postal codes web services, for instance; • Enabling future land acquisitions cadastral updates exporting directly into the future SNIC platform; • Assessing the feasibility of FBSIC solution framing within a ubiquitous cadastre ecosystem.
Fernando Gil Tel: +351 962672971 email: fernando.pgil@gmail.com LinkedIn: pt.linkedin.com/in/fernandojpgil/ Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 43 Thank You!

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Fernando Gil - Master Thesis Public Presentation (25/7/2014)

  • 1.
    The implementation ofan Enterprise Geographical Information System to support Cadastre and Expropriation activities. The case of Ferbritas Cadastre Information System Fernando José Pereira Gil Project Report supervised by Professor Doutor Marco Painho Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa Project Report submitted in partial fulfilment of the requirements for the degree of Mestre em Ciência e Sistemas de Informação Geográfica (Master in Geographical Information Systems and Science)
  • 2.
    Agenda • Framework • Objectives •State of Art • Methodology • Results • Conclusions • Future works Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 2
  • 3.
    Agenda • Framework • Objectives •State of Art • Methodology • Results • Conclusions • Future works Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 3
  • 4.
    Framework Date: July 2014Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 4 • The project object of this report, Ferbritas Cadastre Information System (FBSIC), was developed between October 1, 2008 and October 12, 2012 in Ferbritas SA (FB), known as REFER Engineering, SA since February 2013. • 2008-2009 preliminary studies reframed the company awareness to proceed with a solution implementation: – to highly improve the way information was traditionally captured and transformed; – to enable right information to be found and shared across the enterprise, boosting its use in a productively manner; and – to provide users with day-to-day tools and capabilities integration, where the majority of the procedures would be automated and within reach of a click. • Thus, Ferbritas decided to move forward with FBSIC implementation on May 2009, for purely internal reasons towards production processes improving, aiming productivity and efficiency increasing concerning land acquisition processes, which final aim is ensure the availability of sites for national rail infrastructure construction works.
  • 5.
    Personal participation inFBSIC Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 5 Coordination and project management from end to end through initiating, planning, executing, monitoring, controlling, closing stages, and maintenance periods, between October 2008 and October 2012; including production activities coordination, highlighting: • Semantic gaps bridge between software development team and business users; • Database modelling collaboration; • Interface definition and design participation; • Workflows definition collaboration; • Requirements gathering and analysis participation; • FBSIC solution software tester; • FBSIC solution’s public presentations speaker.
  • 6.
    Agenda • Framework • Objectives •State of Art • Methodology • Results • Conclusions • Future works Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 6
  • 7.
    Project report objectives Theproject report objectives are: • To review in detail all the aspects related with the implementation projects of an enterprise Geographical Information System (GIS) FBSIC, aiming to support Cadastre and Expropriations activities in Ferbritas, SA from its early planning stage to the last maintenance phase (covering about four years); including a production phase overview. Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 7
  • 8.
    Agenda • Framework • Objectives •State of Art • Methodology • Results • Conclusions • Future works Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 8
  • 9.
    State of theart The concept of land includes properties, utilities, and natural resources, and encompasses the total natural and built environment within a national jurisdiction, including marine areas (Williamson, et al., 2010). Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 9 Perspectives on land (United Nations, 2004) Modern land administration theory requires implementation of the land management paradigm to drive systems dealing with land rights, restrictions and responsibilities to support sustainable development. It also requires taking a holistic approach to management of land as the key asset of any jurisdiction (Williamson, et al., 2010).
  • 10.
    State of theart Enemark (2009) cited by (Antonio, et al., 2014), argues that this conceptual understanding provides the overall guidance for building a land administration system in a given society, independent of the level of development. The hierarchy should also provide guidance for adjusting or reengineering an existing land administration system. Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 10 A comprehensive representation of the land sector (Magel, Klaus and Espinoza, 2009), based on Enemark, 2006 cited by (Antonio, et al., 2014)
  • 11.
    State of theart In Portugal, large steps towards land management paradigm implementation took place with the creation, in 2006, of the SiNErGIC project; which lately, is being reformulated in a new project designated the Cadastre Information National System (DGT, 2013). Portugal still has two cadastral systems running, with different data models (IGP, 2009): • Rural Property Cadastre; and • Real Property Cadastre. Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 11 Paradigm shift: from tax purpose to multipurpose (Julião, et al., 2010a)
  • 12.
    State of theart Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 12 According to (Bennett, et al., 2011) six design elements of future cadastre emerge: • Survey-Accurate Cadastres, • Object-Oriented Cadastres, • 3D/4D Cadastres, • Real-Time Cadastres, • Global and Organic Cadastres. Moreover, a range of new approaches and tools is developing at a rapid pace (Bennett, 2012): • The Social Tenure Domain Model (STDM): a design approach to non-traditional forms of land tenure. • Point cadastre ; • Digital pen ; • Crowdsourced cadastre (or Cadastre 2.0); • High resolution satellite imagery (HRSI); • Low altitude remotely sensed imagery (LARSI); • The pro-poor land recordation system - a set of transparent principles and processes developed by UN-Habitat (SOLA). Finally, I would like to highlight a group of ubiquitous positioning technologies in rapid development that may revolutionize cadastre and land administration in mid-term (presented in Annex 2).
  • 13.
    Agenda • Framework • Objectives •State of Art • Methodology • Results • Conclusions • Future works Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 13
  • 14.
    Project Management FBSIC project,was comprised by a group of projects which followed a flexible Project Management methodology, framed within PMI procedures, and anchored in “organized common sense” as sustained by (Wysocki, 2009), with the following main process groups: • Initiating; • Planning; • Executing; • Monitoring and Controlling; and • Closing. In the above mentioned stages, along all the projects life cycle, two project management layers coexisted: • Ferbritas project management – ensured by the author; and • Contractor’s software developing services project management (Esri Portugal).
  • 15.
    Software development procedures Eachsoftware developing component, in each project, was considered as a systematic process framed, in most cases, within waterfall model (the prototype model its used only twice), consisting in the phases that supported their execution, outlined below in broad terms (overview presented in Annex 4): I. Kick-Off II.Requirements gathering III.Functional Analysis and Technical Design Report IV.Tests Reports V.Implementation VI.Acceptance Tests VII.Project Closure - At this stage the project was formally accepted and the warranty period started. Training and start-up operational support were also given at this point. Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 15
  • 16.
    Production Stage Overall Closing Upgradeand Corrective Maintenances Executing Stage Preliminary Stage FBSIC Global Overview Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 16
  • 17.
    FBSIC project ina glance Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 17 • Preliminary stage (October 1, 2008 to May 7, 2009); • Executing stage (FBSIC software development), comprising two phases: – Phase 1: FBSIC prototype (May 8, 2009 to August 11, 2009); and – Phase 2: FBSIC - Web ADF (September 15, 2009 to October 4, 2010); • FBSIC Upgrading and Corrective Maintenances (October 4, 2010 to October 12, 2012), briefly summarized in the activities listed below: – FBSIC/FBX integration software developing services; – REFER Domain Module and Final expropriation parcels drawings generation; – 2011 FBSIC upgrading and corrective maintenance; – GIS Infrastructure and FBSIC ArcGIS 10 (SP2) migration; – FBSIC production support tools and procedures; and – 2012 FBSIC upgrading and corrective maintenance. • Overall Closing of FBSIC projects (October 12, 2012); and • FBSIC production stages (June 1, 2009 to July 1, 2013).
  • 18.
    FBSIC Global Calendar Date:July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 18
  • 19.
    Agenda • Framework • Objectives •State of Art • Methodology • Results • Conclusions • Future works Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 19
  • 20.
    Results In the followingslides, I will present FBSIC last version (v3.03 deployed on December 19, 2012) main results divided in the themes listed below: • FBSIC implementation and production phases results; • Main conference presentations, posters, and article; and • Awards. Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 20
  • 21.
    FBSIC phase 1(FBSIC Prototype) Closing Monitoring and Controlling Executing Preliminary Planning Preliminary Initiating • Guarantee period and user training • FBSIC phase 2 requirements • FBSIC phase 1 (FBSIC Prototype) • Status Report • Communication Plan: Steering, and Monitoring comitees • Project Scope Amendment Agreement • FBSIC phase 2 requirements • FBSIC phase 1 (FBSIC Prototype) • Gaining Approval to Launch the Project • Procurement (RFP) • Initial Project Planning (three years) • Gaining Approval to Plan the Project • Initial Project Scoping Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 21
  • 22.
    FBSIC phase 2(FBSIC v1.0) Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 22 Closing Monitoring and Controlling Executing Planning Initiating •Guarantee period and user training •FBSIC phase 3 requirements •FBSIC phase 2 (FBSIC v1.0) •Status Report •Communication Plan: Steering comitee (Strategic decisions), and Monitoring comitee •Project Scope Amendment Agreement •FBSIC phase 3 requirements •FBSIC phase 2 (FBSIC v1.0) •Gaining Approval to Launch the Project •Procurement (RFP based on FBSIC phase 2 requirements) •Gaining Approval to Launch the RFP •Project Scoping (FBSIC phase 2 requirements)
  • 23.
    Upgrading and CorrectiveMaintenances Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 23 Closing Monitoring and Controlling Executing Planning Initiating •Garantee period and training •Overall closing meeting (FBSIC v3.0.3) •Status Report •Communication Plan: Steering comitee (Strategic decisions), and Monitoring comitee •Project Scope Amendment Agreement •2012 and 2011 FBSIC upgrading and corrective maintenance, FBSIC production support tools, FBSIC ArcGIS 10 (SP2) migration, REFER Domain Module, FBSIC/FBX integration software developing services •Gaining Approval to Launch the Projects •Procurement (RPF) •Gaining Approval to Launch the RFP •Projects Scoping (RFP)
  • 24.
    FBSIC v3.0.3 Ferbritas CadastreInformation System v3.0.3 (FBSIC v3.0.3) is FBSIC project’s cycle (2008-2012) end product, comprehending a fit-for-purpose solution with very unique and distinctive features among others: • Brings together a multitude of use cases in pre-defined formats and streamlined immediately to the user; • Integrates standardized and normalized information produced by third parties (Courts, Land Property Registries and Financial Services, Postal codes, etc.). • Focuses on the user's perspective; • Allows integrated and multidisciplinary uses within an enterprise or institution; • Adds accuracy, efficiency and effectiveness of action; • Ensures changes traceability; • Exports to other information technology platforms, including SAP; • Provides a platform for information and knowledge, a valuable asset in itself; • Adds immediate value in a trend that grows exponentially over time, as the database is being enriched. Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 24
  • 25.
    FBSIC v3.0.3 modules FBSICv3.0.3 has a modular character comprising seven modules: • Data Migration (geographic and alphanumeric data import with feature integrated validation); • Field (information gathering activities support); • Information Processing (field data import and validation); • Central (geographic, alphanumeric and document information load and edit; project phases and transitions (workflow) quality monitoring; maps and formal documents print; among many other features); • Approval (expropriation data approval cycle before final client delivery); • Domain Management (management of expropriation parcels life cycle till their acquisition and integration in railway public domain by national authorities); • Backoffice (system administrator support). Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 25
  • 26.
    FBSIC v3.0.3 -Layers Diagram Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 26 SERVER FBSIC (ArcGIS API for Flex 2.5, Flex API 4.1) Central Database (SQL Server Enterprise 2008 R2 x64) Business Logic (web services (C#), .Net Framework 4.0, IIS 7.5) Search Edition Geographic and Alphanumeric Map Navigation Map Services (ArcGIS Server 10 ES + Image Extension) Authentication Windows Single Sign On Active Directory (ferbritas.pt) GUI Functionality Data ArcGIS Online Document Management Tools Operations support Operating system (Windows Server 2008 R2 STD x64) Bing Maps CLIENT Operating system (Windows 7) Web Browser (IE 9.0, Firefox, Google Chrome) + Adobe Flash Player 11 GUI
  • 27.
    FBSIC v3.0.3 ConceptualArchitecture Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 27 .mdbBAGEX Sync Alfa DB Approval Module Data Migration Module Geo DB Extranet Entities, Types, Districts, Counties, Parishes, ... Areas Map Cadastre Plan Parcel Plans Registration Forms Central Module Information Processing Module Field Module (alfa) Database (SQL Server) Database Document Management push and get Backoffice .mdb Field On permises / Intranet Cartography .mdb Domain Module
  • 28.
    FBSIC v3.0.3 PhysicalArchitecture Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 28 Corporate LAN (Intranet) User User Programmer GIS Programmer DMZ (Extranet) Web Server PROD Primary VM Field Mod. - Click Once .net - Web Services Central Mod. Approval Mod. Domain Mod. User User Extranet UserDocMS LAN Servers DB Server BDDSrv W2003 R2 ENT x64 SP2 SQL Server Enterprise 2008 x64 SP1 BDDSrvDEV FBCADASTRO_DEV FBGIS_DEV BDDSrvTEST FBCADASTRO_PROTOTYPE FBCADASTRO_TEST FBGIS BDDSrvTEST(staging) FBCADASTRO_TEST_Staging FBGIS_Staging PROD FBCADASTRO FBGIS PROD (Staging) FBCADASTRO_Staging FBGIS_Staging CONTXT FBGIS_CONTEXTO Image Server Gisimg01 W2008 R2 STD x64 ArcGIS Image Server Active Directory Application Server PROD Primary VM - gis02 ArcGIS Server 10 Enterprise Standard VM - gisweb02 Web Server Application Server PROD Secondary Gis01 (vm) W2008 R2 STD x64 ArcGIS Server 10 ES Gisweb01 (vm) W2008 R2 STD x64 IIS 7 (compatible with 6) DEV gis01-dev (vm) W2008 R2 STD x64 ArcGIS Server 10 ES SSL gisweb01-dev (vm) W2008 R2 STD x64 IIS 7 (compatible with 6) TEST gis01-test (vm) W2008 R2 STD x64 ArcGIS Server 10 ES SSL gisweb01-test (vm) W2008 R2 STD x64 IIS 7 (compatible with 6)
  • 29.
    FBCADASTRO Entity-Relation diagram Referringonly to the production alphanumeric database FBCADASTRO, I highlight its composition comprising 241 tables (shown below), 147 views, and 136 stored procedures (illustrate the complexity of FBSIC data model) Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 29
  • 30.
    FBSIC Central moduleinitial screen Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 30
  • 31.
    FBSIC Central modulesearch tool theme navigation flows Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 31 Railway Line (g) Railway Segment (g) Provision of Services (a) Expropriation s Project (a) Cadastral Parcels (a) Project Cadastral Parcels (a/g) Expropriation Parcels (a/g) Entities (a) Expropriation Process (a) Tasks (a) PK (g) Train Station (g) District (g) Municipality (g) Parish (g) Map index (a/g) (a: alphanumeric; g: geographic; a/g: alphanumeric and geographic)
  • 32.
    Expropriations Project singleparcel map (A3 format) Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 32
  • 33.
    Expropriations parcels areareport Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 33
  • 34.
    Date: July 2014Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 34 The modular step by step FBSIC development strategy allowed Ferbritas start to benefit from FBSIC applications support since an early stage. At March 15, 2010, internal productions teams and external survey teams could start collecting information within FBSIC environment. Production phase # 1- M ar- 10 5- A p r- 10 2 8 - A p r- 10 11- M ay- 10 2 1- M ay- 10 8 - Jun- 10 2 3 - Jun- 10 6 - Sep - 10 3 0 - Sep - 10 Pro ject s 1 2 4 7 8 9 9 11 13 C ad ast re Parcels 109 670 670 678 857 963 1340 3134 3327 Parcels 67 67 439 448 440 440 463 569 574 Ent it ies 160 1302 2349 2412 2789 3010 3819 7363 7363 U sers 2 3 5 17 17 17 17 34 34 1 2 4 7 8 9 9 11 13 109 670 670 678 857 963 1340 3134 3327 67 67 439 448 440 440 463 569 574 160 1302 2349 24122789 3010 3819 7363 7363 2 3 5 17 17 17 17 34 34 1 10 100 1000 10000 1-Feb 1-Mar 1-Apr 1-May 1-Jun 1-Jul 1-Aug 1-Sep Projects Cadastre Parcels Parcels Entities Users
  • 35.
    Date: July 2014Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 35 The global evolution of cadastral and expropriation projects data collected with FBSIC on July 27, 2013, with reference to FBSIC auditing and quality dashboard, and I will present in Table 4, FBSIC production teams total and railway line work volume details on July 27, 2013. Production phase Objects Number Entities 34107 Cadastral parcels 17442 Expropriation parcels 15970 Annotations 7401 Projects 427 Railway Lines Projects Number Parcels Number Parcels Area (m2) Parcels Length (m) Minho Railway Line 2 518 292 054 6 031 Douro Railway Line 1 46 29 955 4 591 Norte Railway Line 164 8456 4 858 645 181 816 Lousã Branch Railway Line 11 1191 302 325 33 967 Oeste Railway Line 2 41 16 258 1 839 Beira Baixa Railway Line 43 1023 697 762 55 415 Leste Railway Line 1 11 7 413 981 Sintra Railway Line 32 474 731 694 21 181 Alentejo Railway Line 14 110 91 786 36 000 Sul Railway Line 59 2637 4 212 904 161 576 Sines Railway Line 1 17 7 710 1 022 Évora Railway Line 9 390 503 700 22 320 Algarve Railway Line 11 1056 380 415 37 383 Total 350 15970 12 132 622 564 121
  • 36.
    Date: July 2014Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 36 Between 2008 and 2012 I made more than 38 public presentations related to FBSIC: 1 on 2008, 7 on 2009, 11 on 2010, 8 on 2011 and 11 on 2012 (see Annex 9). The following posters were elaborated: • FBSIC - Cadastre Information System. 2011 Esri, Inc. International Users Conference Poster (Ferbritas, 2011b); • FBSIC - Sistema de Identificação Cadastral. 2012 Esri Portugal Users Conference (EUE 2012) Poster (Ferbritas, 2012a); • FBSIC - Cadastre Information System. 2012 FBSIC Poster (Ferbritas, 2012b). FBSIC article published in Vector1 Media on June 2011: Cadastre Information System for Rail in Portugal (Gil & Mata, 2011e), available at http://sco.lt/7EZJ5d. Presentations, posters and article
  • 37.
    Date: July 2014Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 37 The main achievements between 2010 and 2012 were the following: • FBSIC poster 4th place at 2012 Esri Portugal Users Conference (Ferbritas, 2012a); • Cadastre Information System for Rail in Portugal – Vector1 Media 2011 Top 10 Features, (Thurston, 2011) (Gil & Mata, 2011e); • Special Achievement in GIS Award: Ferbritas received a Special Achievement in GIS (SAG) award at the 2011 Esri International User Conference; and • Ferbritas received the GIS Project Achievement at 9º Esri Portugal User Conference – EUE 2011 (March, 2011) (Esri Portugal, 2010). Awards
  • 38.
    Agenda • Framework • Objectives •State of Art • Methodology • Results • Conclusions • Future works Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 38
  • 39.
    Main conclusions Date: July2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 39 Summarizing, the integrating nature of FBSIC allows: • to accomplish present needs and scale to meet future services; • to collect, maintain, manage and share all information in one common platform, and transform it into knowledge; • to relate with other platforms; • to increase accuracy and productivity of business processes related with land property management.
  • 40.
    Agenda • Framework • Objectives •State of Art • Methodology • Results • Conclusions • Future works Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 40
  • 41.
    Future works -Short term Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 41 • ArcGIS platform v10.3 migration; • Solution self-service capabilities implementation widening, such as enabling AutoCAD drawings end user’s (internal and external) direct upload into GIS (with full topological and context automatic validation support); • FBSIC ArcGIS On-line and ArcGIS Pro full integration implementation; • Inspire and LADM compliance implementation; • New tools development: –Mobility: Field module geographic component implementation with geo-trigger and augmented reality capabilities; –Real estate valuation module implementation; –Geographic web services integration and embedding with SAP-DMS platform.
  • 42.
    Future works -Medium term Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 42 • Advances in modern browser technology combined with limited browser support for Flex, will encourage FBSIC web GIS Flex technology based applications migration to JavaScript/HTML5 technologies; • Business Processes Modelling capabilities integration; • Enabling FBSIC to receive information from future public web services, such as, SNIC cadastre web services, or postal codes web services, for instance; • Enabling future land acquisitions cadastral updates exporting directly into the future SNIC platform; • Assessing the feasibility of FBSIC solution framing within a ubiquitous cadastre ecosystem.
  • 43.
    Fernando Gil Tel: +351962672971 email: fernando.pgil@gmail.com LinkedIn: pt.linkedin.com/in/fernandojpgil/ Date: July 2014 Instituto Superior de Estatística e Gestão de Informação da Universidade Nova de Lisboa 43 Thank You!