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Community Open Source Strategic Plan
5
Community Open Source Strategic Plan
Table of Contents
Tabic of Contents
rodon and Mission
Siatemeni
for (he Rest of (he Decade
in Open Sniirre
nnrl Ohjmivrvi
1Policy and Praciices 8
2Open Source Information System
3Source Rraiuiramcnls
4Information Collection and Acquisition
5Information Processing and Transformation
fSInformation Disrovrrv Retrieval, and Kxploitation
7Security
nformation Sharing Outside the Intelligence Community
"Orvn Sniirr* Pmpram Manapement
10Prrwrvationpansion of the. Resource Base
of fVnlnil Intelligence2
Reverse Blank
Introduction and Mission
This Strategic Plan describes Ibc goals and objectives of the Coinnmnily Open Source Program for lhe nexl seven years. It builds on the half-century-phis heritage of Open Source Information providers andhe Intelligence Communily. The Plan projects ibe role of the Community Agencies in the new era of more voluminous, multiple-media. Fjiglish and foreign language information relevantarger range of user and customer' needs. This informationeterogeneous mix of dau formats and is relatively diffused and largely beyond lhe control of lhe Government. This information has alsoimitser or customer has difficulty finding it. evaluating its validity, or readily integrating it into classified all-source products without automated systems support.
In lhe coming years, the Community Open Source Program will carry out activities and initiatives which will make ii possible to integrateide assortment of timely, relevant open source information into the work areas of three different groups of people: the all source intelligence environment of Community users, the deliberative arena of policymakers, and the operational milieu of government aclion officers.
This Plan also introduces lhe role and the challenges confronting lhe Community Open Source Program Officehich was created by Ihe Director of Central Intelligence (DCI( in4 lo develop, coordinate, and oversee the implcmentauonoherent Community Open Source Program. COSPO anticipates and evaluates the satisfaction of open source requirements and is creating an integrated architecture that will improve ihe dissemination and dislribution of open source information to users and customers, as well as better manage lhe information flow. COSPO is also responsible for defining and defending the National Foreign Intelligence Program (NHP) Open Source Program activities and funding in the planning cycle, and for providing guidance and oversight to the program in the execution cycle. COSPO plans lo carry out program activities through lead agencies that will be responsible for actions as shown under this Strategic Plan. The goals and objectives statements of the Plan are candidate areas where lead agency actions might be appropriate.
' As used in this Strtnegtc Plan, the icrm "user"erson within the Intelligence Communitycustoinet" in ti personS Government agency outside the IC.
Reverie Blank
Vision Statement
In the working environment envisioned tor just past the turn of ihe century, open source users and customers will be able at their places of work to gain access to all of (he available information relevant to iheir jobs, whether it is highly classified intelligence inforrnaiion or open source information. Tbey will be able io communicate wiih their co-workers in iheir own organizations, within Ihe Intelligence Community, and in the world at large. They will be able to gain access lo experts and inforrnaiion available in commercial and academic organizations. They will havegeneral purpose and some specific toelp assemble, assess, and exploit the information.
The Communily Open Source Program will enable users and customers to have timely access loen source information pcritnent to their needs in their work environments. The Program will improveost-effective manner, Ihc use, usefulness, and usability of open source information. It will improve acquiring, accessing, processing, distributing, disseminating, and exploiting open sources and make it easier to use more focused open source inforrnaiion. The Community will thereby be able to make more effective and efficient use of its unique, classified assets in support of its customers by ensuring thai we "do noipychoolboy can go."
Assumptions
Open source inforrnaiion will continue to be one of the principal information sources upon which users and customers rely; none of these will be in and of itself sufficient to meet all information needs.
The environment in which users and consumers will be working will be
increasingly characterized by on-line systemsenerally compatible set of automated tools.
The current inforrnaiion revolution has been precipitated and characterized by:
Greater need and demand for information and intelligence;
Tailored, user-specific intelligence products thatrecise need;
Improved access to larger amounts of raw and value-added information in traditional and new media, although open source in hard copy remains an overwhelming percentage of available material; and
Technology that, if properly applied, canervant in enabling the Communitymplement its open source mission.
Challenges for the Rest of the Decade
leverage the use of rapidly changing commercial technology lo benefit open source activities through judicious application of resources to meet unique Community needs.
Ensure that customers can make the best use of open source as basic information safely net coverage for indications and warning.
Take advantage of the rapidly growing volume and availability of open source information worldwide in multiple, heterogeneous media.
Improve the signal-to-noise ratio of open source data so that Community users can discover and take advantage of growing volumes of relevant information.
Ensure availability of the best value-added materials in all languages through the mosl effective and efficient use of human and technical capabilities.
Merge open source information into the mainstream all source work environment as the Intelligence Community moves toward effectivesecure systems.
Establish effective information pathways that link the Community with other US Government agencies.
Ensure adequate NFIP funding and management for critical Community open source and related activity.
lYends in Open Source
n Source Trends
Corrmjunity Responses
Volume
Caused by advances in informaiion technology, which has lowered ibe "entry cosi" of publication; Increased commerce in informaiion; and the fact that much of what had been secret is no longer so.
Increased communications, storage, and processing capacity, and developtnenl of unclassified computing and communications infrastructure.
Improved "discovery" tools and better dissemination profiling algorithms.
Fragmentation of sources caused both by new technology and growing profusion of nation-slates, ethnic regions, and lalect >.
Acceleration and augmentation of "Hub and Spoke" collection fjici lilies.
Increased use of full-page facsimile (Scanfax) coupled wilh steadily improving Optical Character Recognition (OCR).
Conceited effort to access publications at an earlier (digital) stage in Iheir makeup/composition.
Increased translation eapaeiiy: contract translators, here and abroad, and use of iniclligcncc "reserve corps."
Literature
Increase in volume and value of publications targeted for selectonference proceedings, annual reports, and iradeshow brochure*.
Bcticr "Operational Management" of gray literature collectors including Defense Aliaches ei ai
Better distribution, including facsimile/OCR, and impioved
network for Internet access and sharing across Community
Replication of open snurce information on 1NTRI.INK servers
Increased, Community coordinated acquisition of commercial
ommercial On-Line Databases
New publishers and new publishing techniques, including move away from free test and toward "struciured" products,and mulli-media.
sources, databases, eic.
Industrial-strength iooIs and mulii-media inanipulanda.
involving more capable desktop hardware, higher bandwidth communication (LAN/WAN).
Language Materials
Increasing availability of on-line digital materials in original languages.
Bring Russian and Japanese machine translationul operational status
Invest in Chinese and Arabk machine translation.
<;oiils and Objectives
Goal ITechnology Policy and Practices
Apply proven ctwnmercial and pro-cm mem technology and best practices to all open source ncii vines.
Goal 2Open Source Inforrnaiion System
Provide an architecture and infrastructure to facilitate comrnunication and information distribution within the Intelligence Community and beyond, at the unclassified level, in support open source activities.
Goal .fOpen Source acquirements
Determine and prioritize Community requirements thai open source can meet to satisfy user and customer inforrnaiion needs
Goal 4Information Collection and Acquisition
Provide for an infrasmicture that takes advantage of the increasing availability of iraditional and new lorms of open source information and the means of accessing and acquiring them.
Goal 5Information Processing and Transformation
Provide for efficient value-added processing of Community open source data to ensure timely and ensy use by the user and customer.
Goat 6Information Discovery, Retrieval, and Exploitation
Provide users with the capability to discover, retrieve, and eaploit relevant information effectively in iheir work environment, with minimal specialized knowledge and training, from the vast quantities of openly available information.
Goal 7Security
rotected operating environment for Community users of open source information that provides for data integrity and continuity of operation while protecting intellectual properly rights.
Goal 8Information Sharing Outside the Intelligence Community
apability lor the Community to support other US Government efforts to share unclassified data holdings beyond ihc Community.
C>oal 9Open Source Program Management
Provide clear, cohesive Community guidance for NFIP open source activities to achieve synergy among all those involved.
reservation and Expansion of the Resource Bast
ound, viable, high quality base of resources and capabilities within the NFIP open source program to sustain ihe necessary expansion of open source activities to mcci the challenges ol Ihc future.
Technology Policy and Practices
Apply proven commercial and government technology and hat practices lo all open source activities.
Objectives
Monitor tcxhnology developments in ihe rest of the government and commercial world in order to use commercial off-the-shelf (COTS) and government off-die-shclf (GOTS) solutions, especially in Ihc near term.
Invest open source funds in the integration of proven new enabling technologies critical to improving appropriate open source activities, rather thanor the technologies.
Encourage appropriatenvestment through judicious application of Community resources in areas where the current pace or scope of development is not in line with Community open source needs.
Retain agility in adhering to commercial practices and adopting government standards for Community open source activity.
Open Source Informaiion System
Provide an architecture and infrastructure lo facilitate communication and information distribution within the Intelligence Community and beyond, al the unclassified level, to support open source activities.
Objective-.
Establish and expand the Open Source Information System (OSIS) as the backbone archilcctuie for accessing, acquiring, processing, distributing, and manipulating open source information.
Establish, operate, and enhance system capabilities on nodes at Community OSIS sites.
Coordinate the development of OSIS and INTEL1NK as compatible capabilities.
Open Source Requirements
Determine and prioritize Community requirements that open source can meet to satisfy user and customer information needs.
Objectives
Identify national polkyrnaker. warfightcr. and Community user inforniation needs that can be met by open source.
Maintain, aggregate, and update existing open source requirements in Community components.
Create an agile, interactive process for users and customers to specify informaiion need* and require menu
Develop an evaluation and appraisal system to determine how well open source information has satisfied needs.
Information Collection and Acquisition
Provide for an infrastructure that takes advantage of the increasing availability of traditional and new forms of open source information and the means af accessing and acquiring them.
Objectives
obust worldwide collection capability.
Expand access lo and acquisition of hard and soft copy media, including gray information, in response to user needs: emphasize soft copy.
Encourage innovative techniques to access and acquire information.
Leverage existing global communications to enhance access to and coverage of open source information.
Replace and upgrade outmoded access and collection equipment and procedures.
Access and acquire open source informaiion in ways that optimize the value of expenditure of Community resources, broaden its availability throughout the Communiiy. and ensure full compliance with copyright and other constraints.
Expand use of non-Community agents for accessing and collecting information to supplement or substitute for traditional Community efforts.
il
Information Processing and Transformation
Provide for efficient value-added processing of Communiiy open source data to ensure timely and easy use by the user and customer.
Objectives
Integrate proven technology in Community open source data transformation activities (conversion, translation, and formatting) in processing text, graphics, images, sound, and motion video in response to user requirements.
Encourage development of processing operations that work on foreign language as well as English-language materials.
Increase investment in both machine and human translation capabilities.
Inforrnaiion Discovery, Retrieval, and Exploitation
Provide users with Ihe capability lo discover, retrieve, and exploit relevant information effectively in iheir work environment, vith minimal specialized knowledge and training, from the vast quantities of openly available information.
Objectives
Provide capabilities which enable users to access, scan, browse, search, and retrieve from the expanding volume of open source information in multiple media and languages.
Develop means for users to control the flow of open source information to them.
Enable users to recall open source information from their own and remote archives.
Emphasize capabilities and techniques which increase precision and accuracy in retrieving open source information.
Insert enabling technologies for near-term improvements of exploitation at the workstation level.
Give users better knowledge of and the capability to apply exploitation tools developed ouuide their immediate environments.
Security
rotected operating environment for Community users of open source information that provides for data integrity and continuity of operation while protecting intellectual property rights.
Objectives
Support Community information architecture features that allow users from their work environment, whatever their respective security configurations are. to use open source information distributed throughout the Community and elsewhere.
Protect Community-held, networked, unclassified data holdings from inadvertent manipulation, deliberate intrusion from outside elements, or unauthorized use of intellectual property.
Adopt procedures to safeguard against the flow of classified infoimation into the unclassified environment.
Information Sharing Outside the Intelligence Community
apability for the Community to support other US Government efforts to share unclassified data holdings beyond the Community.
Objectives
Support US Government efforts to determine how to share data holdings while protecting intellectual property rights.
Rely on non-Community government intermediaries to make non-Official Use Only, copyrighted information available to the private sector.
IS
Open Source Program Management
Provide clear, cohesive Communiiy guidance for NFIP open source activities to achieve synergy among all those involved.
Objectives
Identify all open source activities in Community agencies and delineate the interactive roles of Community open source components.
Invest in tools, technology, data, and people to achieve the optimum satisfaction of user needs.
Strive for better resource distribution across the activities of accessing, acquiring, processing, distributing, and exploiting information to best meet user needs.
Provide guidance for. review, and evaluate individual NFIP programmatic activities that affect the Community's open source efforts.
Use cosi-benefit analyses of open source activities to maximize resource investment.
Identify departmental lead agents to carry out Community open source goals and objectives and hold them accountable to Communiiy oversight.
Staff the Community Open Source Program Office with department represenlalives who are dedicated to implementing Community approved goals and objectives.
Preservation and Expansion of the Resource Base
ound, viable, high quality base of resources and capabilities within the NFIP open source program to sustain the necessary expansion of open source activities to meet the challenges of the future.
Objectives
olid programmatic infrastructure and resource base of personnel, structures, organizations, relationships, and human and technological capital investment within the NFIP open source program.
Within the NFIP open source program build strategic innovative solutions to achieve program growth on the basis of the resources required to meet ihe explicit needs of the Community.
Champion the funding of Community infrastructure efforts upon which Community open source activities depend.
Advocate the Community Open Source Program before Community managers, the Executive Branch, and Congress on all program and budgel/DCI Directive issues related to or affecting open source aciivity.
Blank
Director of Central Intelligence2
COMMUNFTY OPEN SOURCE PROGRAM
Pursuant to rhc National Security Actvad Executive3olicies and procedures arc hereby established for the management nt the Intelligence Comnwnity Open Source Program :
I PltfpOU
The tadligcnce Community recoguirca that more dfeetive use of open sourcesariety ol mtellicence application* will lead to improved products and service* fur Intelligence Community consumers To manage the use of open source information by (he Intelligence Communily, this directive establishes the Community Open Source Programommunity Open Source Program Office (COSPO) within Ihe Central Intelligence Agencj to develop, coordinate, and oversee implementation of ihc Community Open Source Program live Director of COSPO will be appointed by the Director of Central Intelligence, will be hi* Principal for all open source maners. and will serve as live Open Source Program Manager This directive alsoommunity Open Source Steering Committee comprised of senior managers appointed by the Director of Central Intelligence.
Open source inforrnaiion for purpose* of this directive is publicly available informationny member of ibe public could lawfully obtain the information by request ors well nt other unclassified information thai has limited public distribution c* access Opea source information also includes any information ihat may be used in an unclassified comes! without compromising national security or intelligence sources and methods. If the information is not publicly available, certain legal trquircmcnts relating to collet lion, retention, and dissemination may apply.
The COSPO is responsible for the definition and defease of tbe Open Source Program in the planning cycle, and for providing guidance and oversight to the program in ihe execution cycle The Office, with Community depanmrnlal open source program managers, develops an optimum allocution of resources across ilw1 immunity in the execution year, subject to ratification by ihc Open Source Steering Committee. Chunges in the scope and resources ot the Open Source Program must be agreed to by the Steering Commttiec. Through this collaborative process, tbe objectives of the COSPO are to.
a process for coordinating responsive actions to satisfy user needs.
advocacy and defense of departmental development and operationalEnsure funds for critical open source activities
drocess for identifying and prtontiung open source substantive rccfuinrrnents.
Source Manixgrmenl
The Open Source Steering Committee provides top-level program and policy guidance lo the Open Source Program. The Steering Committee is chaired by the Executive Director for InMhgeoce Community Affairs and include* the Hxecutivc Director of the Centra! Intelligence Agency andirectors of the Defense Intelligence Agency and the Nalional Security Agency, as well as ihc Deputy Director for Science and Technology of Ihe Central Intelligence Agency, the Deputy Director for Support Services of Ihe National Security Agency, and the Deputy Director for Production offense Intelligence Agency. The Director of COSPO serves as Executive Secretary to the Steering Committee
' Ihl.une
parimen<ul Program Council, comprised of customer and provider representatives from all .nte.es.ed Intelligence^Commun.ty organizations, will be chaired by the Direcio. of COSPO and will prov,dc advice and counsel to the Communtty Open Source Program Office. If will serve the Director of COSPOehicle for
dtseussmg proposed Community program initiatives. comtnumcating customer and prov.de. feedback, and
ensuring implementation of the Open Source Program.
nvc COSPO willer standing o. ad hoc advisory and coordinating boards, panels, and committees as necessary to cany out its program management responsibilities.
OSPO Functions
Functions of the COSPO shall include:
a. SUBterfic planningThe COSPO will oversee implementation of lhe Community Open Source Strategic Plan. As necessary, lhe COSPO will review and update the plan.
b- ftWWm Formulation and RepresentationThe COSPO will issue planning guidance and will coordinate preparation and execution of the Open Source Program. With departmental open source managers, the COSPO will review execution-year programs prior to the execution year in order to optima the flexibility and responsiveness of the Open Source Program, lhe COSPO also will conduct ad hoc program analysis and evaluations as necessary.
c- Initiative ami Innovationsing funds appropriated for the purpose, the COSPO will begin Community initiatives and innovations, which subsequently will be funded in departmental programs.
d Services of Common ConcernThe COSPO will ensure Community coordination of ihe collection and acquisition of open source informaiion and will represent open source capabilities and Interna in national processes designed to manage user information needs.
c Systems architectureThe COSPO will coordinate the design and implementation of lhe Community open source architecture and associatedhe COSPO will independcnUy assess currently employed technologies and procedures and evaluate promising alternatives.
f- Pg^lwmcni nfommon ConcernThe COSPO will coordinate the development of new processing and exploitation tools and promote the integration of automated data iroccssinc lools developed elsewhere.
8- Open Source Advocacy andhe COSPO will defend Open Source Program
submissions before Community executive review bodies, the Office of Management and Budget, and the Congress, and will represent the Open Source Program in appropriate Government and public forums
tructure and Administration
As an Intelligence Community entity, the COSPO. locaied in the Central Intelligence Agency and reporting to the Deputy Director for Science and Technology, is jointly staffed in roughly equal proportion by thelheT Inlc"'Bcncc Community officers who are detailed to the COSPO. The Director of COSPO wtll normally, but not necessarily, be an officer of the Central Intelligence Agency. The serving Directornc.pal Deputy will not be from the some department or agency. Managers of the General Defense Intelligence Program, the Consolidated Cryptologic Program, the Central Intelligence Agency Program, and other intelligence programs will provide appropriate personnel to staff the COSPO with required skills; officers normally will serve rotational assignments of at least two years* duration.
Original document.
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