ocean best practices system

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Ocean Best Practices System Maciej Telszewski & Artur Palacz for the Ocean Best Practices Working Group Mark Bushnell, Pier Luigi Buttigieg, Claudia Delgado, Katja Fennel, Juliet Hermes, Emma Heslop, Johannes Karstensen, Frank Muller-Karger, Arno Lambert, Cristian Muñoz, Francoise Pearlman, Jay Pearlman, Peter Pissierssens, Rachel Przeslawski, Nick Roden, Pauline Simpson IOCCP & BONUS INTEGRAL Instrumenting our Ocean for better Observation: a training course on a suite of biogeochemical sensors, 10-19 Jun 2019, Kristineberg, Sweden

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Ocean Best Practices

System

Maciej Telszewski & Artur Palacz for the Ocean Best Practices Working GroupMark Bushnell, Pier Luigi Buttigieg, Claudia Delgado, Katja Fennel,

Juliet Hermes, Emma Heslop, Johannes Karstensen, Frank Muller-Karger,Arno Lambert, Cristian Muñoz, Francoise Pearlman, Jay Pearlman, Peter Pissierssens, Rachel Przeslawski, Nick Roden, Pauline Simpson

IOCCP & BONUS INTEGRAL

Instrumenting our Ocean for better Observation:

a training course on a suite of biogeochemical

sensors,

10-19 Jun 2019, Kristineberg, Sweden

What is a best practice?

Best Practice Definition:

A community best practice is a methodology that has repeatedly produced superior results relative to other methodologies with the same objective.

To be fully elevated to a best practice, a promising method must be adopted, used, and tested by multiple organizations and/or communities.

(From First OBP Workshop, IOC, Paris, France, Nov 2017)

Best practices are documented methodologies: they can be standard operating procedures (SOPs), manuals, handbooks, guides, cookbooks, published papers, training and educational material.

Types of best practice

Equipment User Manuals

come from developer/manufacturer

Good to assemble and for deployment

Specs often recorded in unrealistic environment

Standard Operating Procedures (SOP)

Very comprehensive one parameter, one platform

description

Describe method and not nuances of specific design

Best Practices (guides / manuals, cookbooks, SOP etc)

Practical knowledge plus elements of two above categories

Often developed for specific environment, phenomenon or

platform

(Certified) Reference Materials and Standards

Provide trusted reference for calibration and quality control

Published Papers

Methodology/protocol described in

a published journal/book article

Best Practices Documents (OBPS

Templates available)

Written by practitioner for the

community often used as the basis

for a published peer review article

Training Courses

Face-to face/hands on experience

Why a System for Best Practices?

Best practices bring many benefits:

Quality and consistency of observations

Interoperability of data

Efficiency (don’t re-invent the wheel – cost saving)

Data traceability

Connections between data, models and applications

4

BUT:

Not all best practice knowledge is documented

They are scattered and can be hard to find

Not stored in a machine readable format

Can be lost when a project ends

Promising methods may not be shared

Work to create a best practice is often not acknowledged

An Ocean Best Practice

System is Needed

The Ocean Best Practices System

Vision:

To have agreed and broadly adopted methods across ocean research, operations, and applications.

MissionTo provide a trusted system to support the

collaborative development, sharing, and adoption of

best practices across the ocean community.

Participating Organizations and Programs

RepositoryPeer

Review

Journ

UsersTraining

OBO

Technologies

Components of the

Ocean Best

Practices System

1) A trusted repository

2) Advanced Technology:

including text mining,

natural language

processing and semantic

search

3) Sophisticated but user-

friendly web interface

4) Peer-reviewed journal

linked to the repository

5) Training materials

supporting the users and

their experience with the

OBPS

6) A community forum for

users and providers of

best practices

Observing Approach ☞

Ship

-bas

ed

Re

pe

at

Hyd

rogr

aph

y

Ship

-bas

ed

Un

de

rway

O

bse

rvat

ion

s

Pro

filin

g Fl

oat

s

Mo

ore

d F

ixe

d-p

oin

t O

bse

rvat

ori

es

Glid

ers

Ship

-bas

ed

Fix

ed

-po

int

Ob

serv

ato

ries

Sate

llite

Re

mo

te S

en

sin

g

...

EOV Sub-variable Procedure

I

N

O

R

G

A

N

I

C

C

A

R

B

O

N

Measurement technique☞

pCO2

Deployment & sampling

Data retrieval & formatting

Calibration / validation

Reference materials & standards

Primary quality control

(Near) real-time

Delayed-mode

Secondary quality control

DIC

Total Alkalinity

pH

OXYGEN

NUTRIENTS

TRANSIENT TRACERS

PARTICULATE MATTER

NITROUS OXIDE

STABLE CARBON ISOTOPES

DISSOLVED ORGANIC MATTER

OCEAN COLOUR

O

c

e

a

n

B

e

s

t

P

r

a

c

t

i

c

e

s

Observing Approach ☞Ship-based Repeat

Hydrography

Ship-based Underway

ObservationsProfiling Floats

Moored Fixed-point Observatories

GlidersShip-based Fixed-

point Observatories

Leading Observing Network ☞

The Global Ocean Ship-Based Hydrographic Investigations

Program (GO-SHIP)

Ship of Opportunity Programme (SOOP)

Biogeochemical Argo OceanSITESOceanGliders / Everyone's Glider Observatory (EGO)

EOVSub-

variableProcedure

INR

OG

AN

IC C

AR

BO

N

Measurementtechnique☞

Discrete samplesNDIR

Non-dispersiveinfrared

Cavity ring down

spectroscopy

Spectrophotometric

Non-dispersiveinfrared

OptodeSpectropho

tometricOptode

Non-dispersiveinfrared

Cavityring down spectrosc

opy

pC

O2

Deployment & sampling

Dickson et al. (2007, SOP4)

Dickson et al.

(2007, SOP5)

e.g. Lorenzoni et al. (2017)

Dickson et al. (2007,

SOP5)

FixO3 handbook

(2016)

e.g. PRO-OCEANUS

user manual

Dickson et al. (2007, SOP5)

Reference materials & standards

NOAA gasstandards

NOAA gasstandards

NOAA gasstandards

NOAA gasstandards

Calibration /Validation

Dickson et al. (2007, SOP4)

Dickson et al.

(2007, SOP5)

Dickson et al. (2007,

SOP5)

FixO3 handbook

(2016)

Dickson et al. (2007, SOP5)

Data retrieval & formatting

Dickson et al. (2007, SOP4)

Dickson et al.

(2007, SOP5)

Dickson et al. (2007,

SOP5)

FixO3 handbook

(2016)

e.g. PRO-OCEANUS

user manual

Dickson et al. (2007, SOP5)

Primary Quality Control

(Near) real-time

FixO3 handbook

(2016)

Delayed-mode

Dickson et al. (2007, SOP4)

Dickson et al.

(2007, SOP5)

Dickson et al. (2007,

SOP5)

FixO3 handbook

(2016)

Dickson et al. (2007, SOP5)

Secondary Quality Control

Bakker et al. (2016)Bakker et al. (2016)

Bakker et al. (2016)

Bakker et al. (2016)

Bakker et al. (2016)

Bakker et al. (2016)

*Sa

tellite

ob

se

rvatio

ns n

ot in

clu

de

d.

O

c

e

a

n

B

e

s

t

P

r

a

c

t

i

c

e

s

Observing Approach ☞Ship-based Repeat

Hydrography

Ship-based Underway

ObservationsProfiling Floats

Moored Fixed-point Observatories

GlidersShip-based Fixed-

point Observatories

Leading Observing Network ☞

The Global Ocean Ship-Based Hydrographic Investigations

Program (GO-SHIP)

Ship of Opportunity Programme (SOOP)

Biogeochemical Argo OceanSITESOceanGliders / Everyone's Glider Observatory (EGO)

EOVSub-

variableProcedure

INR

OG

AN

IC C

AR

BO

N

Measurementtechnique☞

Coulometric titration Sensors?Coulometric

titrationCoulometric

titration

Dis

solv

ed

Ino

rgan

ic c

arb

on

Deployment & sampling

Dickson et al. (2007, SOP2)

Dickson et al. (2007, SOP2)

Dickson et al. (2007, SOP2)

Reference materials & standards

CRM - Dickson’s Lab CRM - Dickson’s LabCRM - Dickson’s

Lab

Calibration /Validation

Dickson et al. (2007, SOP2)

Dickson et al. (2007, SOP2)

Dickson et al. (2007, SOP2)

Data retrieval & formatting

Dickson et al. (2007, SOP2)

Dickson et al. (2007, SOP2)

Dickson et al. (2007, SOP2)

Primary Quality Control

(Near) real-time

Delayed-mode

Dickson et al. (2007, SOP2)

Dickson et al. (2007, SOP2)

Dickson et al. (2007, SOP2)

Secondary Quality Control

Olsen et al. (2016)Olsen et al.

(2016)Olsen et al. (2016)

Olsen et al. (2016)

Olsen et al. (2016)

*Sa

tellite

ob

se

rvatio

ns n

ot in

clu

de

d.

O

c

e

a

n

B

e

s

t

P

r

a

c

t

i

c

e

s

Observing Approach ☞Ship-based Repeat

Hydrography

Ship-based Underway

ObservationsProfiling Floats

Moored Fixed-point Observatories

GlidersShip-based Fixed-

point Observatories

Leading Observing Network ☞

The Global Ocean Ship-Based Hydrographic Investigations

Program (GO-SHIP)

Ship of Opportunity Programme (SOOP)

Biogeochemical Argo OceanSITESOceanGliders / Everyone's Glider Observatory (EGO)

EOVSub-

variableProcedure

INR

OG

AN

IC C

AR

BO

N

Measurementtechnique☞

Closed-celltitration

Open-cell titration

Closed-celltitration

Open-cell titration

Tota

l Alk

alin

ity

Deployment & sampling

Dickson et al. (2007, SOP3a)

Dickson et al. (2007, SOP3b)

Dickson et al. (2007, SOP3a)

Dickson et al. (2007, SOP3b)

Reference materials & standards

CRM -Dickson’s Lab

CRM -Dickson’s Lab

CRM -Dickson’s

Lab

CRM -Dickson’s

Lab

Calibration /Validation

Dickson et al. (2007, SOP3a)

Dickson et al. (2007, SOP3b)

Dickson et al. (2007, SOP3a)

Dickson et al. (2007, SOP3b)

Data retrieval & formatting

Primary Quality Control

(Near) real-time

Delayed-mode

Dickson et al. (2007, SOP3a)

Dickson et al. (2007, SOP3b)

Dickson et al. (2007, SOP3a)

Dickson et al. (2007, SOP3b)

Secondary Quality Control

Olsen et al. (2016)

Olsen et al. (2016)

*Sa

tellite

ob

se

rvatio

ns n

ot in

clu

de

d.

O

c

e

a

n

B

e

s

t

P

r

a

c

t

i

c

e

s

Observing Approach ☞Ship-based Repeat

Hydrography

Ship-based Underway

ObservationsProfiling Floats

Moored Fixed-point Observatories

GlidersShip-based Fixed-

point Observatories

Leading Observing Network ☞

The Global Ocean Ship-Based Hydrographic Investigations

Program (GO-SHIP)

Ship of Opportunity Programme (SOOP)

Biogeochemical Argo OceanSITESOceanGliders / Everyone's Glider Observatory (EGO)

EOVSub-

variableProcedure

INR

OG

AN

IC C

AR

BO

N

Measurementtechnique☞

Potentio-metric

Spectrophotometric

Spectrophotometric Spectrophotometric Spectrophotometric SpectrophotometricPotentio-

metricSpectropho

tometric

pH

Deployment & sampling

Dickson et al. (2007, SOP6a)

Dickson et al. (2007, SOP6b)

Seidel et al. (2008); Bresnahan et al.

(2014)

Seidel et al. (2008); Bresnahan et al.

(2014)

Seidel et al. (2008); Bresnahan et al.

(2014)

Seidel et al. (2008); Bresnahan

et al. (2014)

Dickson et al. (2007, SOP6a)

Dickson et al. (2007, SOP6b)

Reference materials & standards

Calibration /Validation

Dickson et al. (2007, SOP6a)

Dickson et al. (2007, SOP6b)

Seidel et al. (2008); Bresnahan et al.

(2014)

Seidel et al. (2008); Bresnahan et al.

(2014)

Seidel et al. (2008); Bresnahan et al.

(2014)

Seidel et al. (2008); Bresnahan et al.

(2014)

Dickson et al. (2007, SOP6a)

Dickson et al. (2007, SOP6b)

Data retrieval & formatting

Primary Quality Control

(Near) real-time

Delayed-mode

Dickson et al. (2007, SOP6a)

Dickson et al. (2007, SOP6b)

Seidel et al. (2008); Bresnahan et al.

(2014)

Seidel et al. (2008); Bresnahan et al.

(2014)

Seidel et al. (2008); Bresnahan et al.

(2014)

Seidel et al. (2008); Bresnahan et al.

(2014)

Dickson et al. (2007, SOP6a)

Dickson et al. (2007, SOP6b)

Secondary Quality Control

Olsen et al. (2016)

Olsen et al. (2016) Olsen et al. (2016) Olsen et al. (2016) Olsen et al. (2016)Olsen et al.

(2016)

*Sa

tellite

ob

se

rvatio

ns n

ot in

clu

de

d.

O

c

e

a

n

B

e

s

t

P

r

a

c

t

i

c

e

s

Observing Approach ☞Ship-based Repeat

Hydrography

Ship-based Underway

ObservationsProfiling Floats

Moored Fixed-point Observatories

GlidersShip-based Fixed-

point Observatories

Leading Observing Network ☞

The Global Ocean Ship-Based Hydrographic Investigations

Program (GO-SHIP)

Ship of Opportunity Programme (SOOP)

Biogeochemical Argo OceanSITESOceanGliders / Everyone's Glider Observatory (EGO)

EOVSub-

variableProcedure

O

X

Y

G

E

N

Measurementtechnique☞

Wet chemistry (Winkler) /

polarographic

Optodesensors

Optode sensors Optode sensors Optode sensors Optode sensorsWet chemistry

(Winkler) / polarographic

Dis

solv

ed

oxy

gen

Deployment & sampling

Langdon (2010)

e.g. Lorenzoni et al. (2017)

FixO3 handbook(2016)

Lorenzoni et al. (2017)

Langdon (2010)

Reference materials & standards

Calibration /Validation

Langdon (2010)

Bittig & Körtzinger(2015)

FixO3 handbook(2016)

Langdon (2010)

Data retrieval & formatting

Thierry et al.(2016)

FixO3 handbook(2016)

Primary Quality Control

(Near) real-time

Not applicableNot

applicableSchmechtig et al.

(2016)

FixO3 handbook(2016); IOOS

QUARTOD (2015)

Delayed-mode

Sabine et al. (2005), Tanhua

et al. (2010)

Schmechtig et al. (2016)

FixO3 handbook(2016)

Secondary Quality Control

Olsen et al. (2016)

Olsen et al. (2016)

*Satellite observations not included.

O

c

e

a

n

B

e

s

t

P

r

a

c

t

i

c

e

s

Observing Approach ☞Ship-based Repeat

Hydrography

Ship-based Underway

ObservationsProfiling Floats

Moored Fixed-point Observatories

GlidersShip-based Fixed-

point Observatories

Leading Observing Network ☞

The Global Ocean Ship-Based Hydrographic Investigations

Program (GO-SHIP)

Ship of Opportunity Programme (SOOP) Biogeochemical Argo OceanSITES

OceanGliders / Everyone's Glider Observatory (EGO)

EOVSub-

variableProcedure

N

U

T

R

I

E

N

T

S

Measurementtechnique☞

Bottle Sampling

Continuous flow

Bottle Sampling

Continuous flow

UV spectrophotometry

UV spectrophotometry

UV spectrophotometry

Bottle Sampling

Continuous flow

Nit

rate

Deployment & sampling

Hydes et al. (2010)

Hydes et al. (2010)

SUNA v2 user manual; ISUS

(Johnson et al. 2013)

FixO3 handbook(2016)

SUNA v2 user manual; ISUS

(Johnson et al. 2013)

Hydes et al. (2010)

Reference materials & standards

SCOR-JAMSTEC

CRMs

SCOR-JAMSTEC

CRMs

SCOR-JAMSTEC

CRMs

SCOR-JAMSTEC

CRMs

SCOR-JAMSTEC

CRMs

SCOR-JAMSTEC

CRMs

Calibration /Validation

Hydes et al. (2010)

Hydes et al. (2010)

SUNA v2 user manual; ISUS

(Johnson et al. 2013)

FixO3 handbook(2016)

SUNA v2 user manual; ISUS

(Johnson et al. 2013)

Hydes et al. (2010)

Data retrieval & formatting

Hydes et al. (2010)

Hydes et al. (2010)

Johnson et al. (2016)FixO3 handbook

(2016)Hydes et al.

(2010)

Primary Quality Control

(Near) real-time

Not applicable

Not applicable

Not applicable

Not applicable

IOOS QUARTOD (2015)

FixO3 handbook(2016);

IOOS QUARTOD (2015)

IOOS QUARTOD (2015)

IOOS QUARTOD (2015)

IOOS QUARTOD

(2015)

Delayed-mode

Hydes et al. (2010)

Hydes et al. (2010)

FixO3 handbook(2016)

Hydes et al. (2010)

Secondary Quality Control

Olsen et al. (2016)

Olsen et al. (2016)

Olsen et al. (2016)

Olsen et al. (2016)

Olsen et al.

(2016)

Olsen et al. (2016)

*Satellite observations not included.

O

c

e

a

n

B

e

s

t

P

r

a

c

t

i

c

e

s

13

The Repository – hub of the systemhttps://www.oceanbestpractices.org

FAIR: Findable, Accessible, Interoperable, Reusable

Discovery and access to relevant and tested methods

● Global, permanent, open access

repository, hosted by IOC/UNESCO

● All elements of the ocean information

value chain.

● DOIs issued, version control, standard

metadata, active links

● Templates supporting uniform

submission and processing

● Notification services to keep track of

updates

BP Webinar May 8 2018

14

The journal linkSearch enhanced by Best Practices/Methodologies

Indexed Using Marine-Related Vocabularies

15

The journal link

● There is unlikely to be ONE best practice for a particular procedure ?

● For OBPS - Organizations like GOOS (Global Ocean Observing System) and

IODE Expert Team on Data Management Practices (ETDMP) are defining a

process that will endorse a range of methodologies acceptable to their expert

panels. For GOOS this will be targeted at best practices supporting Essential

Ocean Variables (EOV)

● This endorsement will be noted in a metadata field and will be a searchable

parameter

We are working towards an Endorsement Process

16

The journal link

IODE Ocean Teacher Global Academy

( in collaboration with other training organizations)

Ocean Best Practices Training

● Capacity development and

training in the use and

creation of OBP on

sensors, applications, data

management etc;

● Initially planned as a

series of in-person

courses

● Provided in multiple

languages, using the

OTGA RTC network

● Provision of train-the-

trainer courses

● Training video linked to the

OBPS record

● Long-term goal of creating

a library of virtual OBP

training resources which

would be used in personal

and virtual environment.

● OBPS Repository on a disk

where internet access is

limited.

www.frontiersin.org/research-topics/7173

The journal linkJournal Research Topic – Frontiers in Science

● Recognizes best practice creators

● Helps to expand the adoption of best

practices

● Provides a forum for community

discussion

Recent submission on Complementary

EOVs and EBVs gained 2000 views

within a couple weeks

The Best Practices in Ocean Observing Research Topic:

The OBPS supports the entire ocean community in sharing methods and developing best practices.

Building a long term, sustained capability

OBPS provides discovery and access to relevant and tested methods, from observation to application, as well as a foundation for increasing capacity

Advanced Technology providing

Faceted and Natural language search functions

Easily discoverable and

comparable content,

powered by ocean-focused

search and indexing

technology

20

The journal linkOcean Best Practices System

REPOSITORY DEMONSTRATION

AND

PRACTICAL EXERCISES

21

Ocean Best Practices System (OBPS)

1. Open your browser and enter

https://www.oceanbestpractices.org

2. You do not need to register to SEARCH

and VIEW or DOWNLOAD

best practices

3. You need to register only if you want to

submit a best practice; create an RSS

feed; edit your best practice record etc.

4. To Register, click on SUBMIT A NEW

BEST PRACTICE *** at the top RH

corner of the screen and this will take

you to oceanbestpractices.net and the

registration form (***do not do this now)

5. Copyright restrictions - only full text

openly available documents are included

***

22

The journal link

● oxygen pCO2 pH bio-optical fluorescence backscatter

● In separate searches combine each of the above with sensors

● Add deployment or quality control or calibration or validation.

Hint: search in ALL FIELDS to retrieve maximum response

enter the AND search terms first then OR terms

Example :

● oxygen

● oxygen AND sensors

● oxygen AND sensors AND deployment

● oxygen AND sensors AND deployment OR quality control

● oxygen AND sensors AND deployment OR quality control OR calibration

● oxygen AND sensors AND deployment OR quality control OR calibration OR validation

Semantic search exercise

23

The journal link

1. How many documents authored by Henry Bittig?

2. Has Gregor Rehder authored any documents?

3. Has Argo produced any quality control documents?

4. Are there any relevant documents on SAMI-pH?

5. What is the latest document on underway pCO2 installation?

6. Are there descriptions of all the sensors we used in the course?

7. Any best practices on using nitrate, silicate and phosphate sensors?

Time to Explore

24

1. You may have a document (report, journal article, methodology) that you

would like to identify the keywords to describe it – publishers often require

keywords)

2. On the Ocean Best Practices homepage, click OCEANKNOWLEDGE

TAGGER

3. It will take you to a screen and just follow the process! (you will need to have a file

to copy and paste into it)

OceanKnowledge Tagger – try it!

25

The journal link

● We would appreciate any feedback you can give us on your

experience of using the Ocean Best Practices Repository.

● Please copy https://goo.gl/forms/9zwBnC20O1gSCxm22 into your

browser and fill in your comments

● Feel free to pass your feedback via IOCCP as well

● Thanks so much!

Ocean Best Practices Working Group

User Survey