operation and maintenance of apec engineer data bank (1) operation and maintenance of apec engineer...
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Operation and Maintenanceof APEC Engineer Data Bank (1)
Dr. Hsieh, Shang-Hsien (Patrick)Professor of Department of Civil EngineeringNational Taiwan University
Development of Chinese TaipeiAPEC Engineer Management System
Introduction and Experience Sharing
Objectives
• Improve process efficiency by implementing electronic workflow
• Assist applicants in filling out the application forms
• Minimize errors and inconsistency of data• Automate CPD credit-hours calculation• Manage the assessment and registration
data systematically to facilitate operations such as renewal, statistics and audit, etc.
History
• 2006– Plan and design APEC engineer mgmt. system – Implement and test the online application and
assessment sub-system– Construct the web portal
• 2007– Refine the CPD management interface– Digitize historical application data– Start accepting application online
• 2008– Implement renewal function– Add new disciplines
History
• 2009– Migrate systems to the private cloud
• 2010– Upgrade software framework and portal CMS
• 2012– Implement functions to exchange information
between web portal and engineer mgmt. system
• 2013– Add tools for assisting CPD editing– Add tools for managing registration documents
• 2014– Add tools for managing registrant information
Chinese TaipeiAPEC Engineer Management System
System Overview
Online Application System
Web PortalCPD Activities
Register
Assessment System
Registrant Info. Manager
Portal ContentDatabase
Registration Data Manager
EngineerDatabase
Engineers &Guests
Administrator(MonitoringCommittee)
Forms Generator
Web Portal
Account Profile
Input format
validator
Hint
Data will be reused in form 1~6
Form 1: Checklist
Will generate Microsoft Word
documents
Automatic form checker
Form 2: Personal Info.
Add/edit/update education background
Form 3: Engineering Experiences
Add/edit/update work items
Organizations and projects input here will be listed in form 4 and form 5
Form 4: Significant Experiences
Fill details of the selected work item into suggested paragraphs
Refer a work item filled in form 3
previously
Form 5: Elective Experiences
Select three work items in the list and fill out the
details
Form 6: CPD Summary
Show and edit CPD credit-hours in recent five years
Form 6: CPD-hours Editor
This activity list is composed of items entered by other
applicants and “CPD activity register”
User can clone details of an activity on the list or enter
data manually
Form 7: Code of Ethics
Check this box to agree
User log
The system will keep records of the user activity such as updating the data or sign-in/out
Registrants can look up their own logs
Registrant Information Manager
Used by administrators of monitoring committee
Used to look up or update a part of registrants’ personal information
Registration Data Manager
• Used to retrieve scanned application forms, certificates, assessment documents by searching applicant name
CPD Activities Register
Add a conference / workshop / seminar information
Post an announcement on the web portal
Register an item in CPD activity list (form 6 editing page)
Send registrant an email about this activity
Challenges
• How to design friendly user interface for applicants with little computer experience
• How to attest the application forms by electronic signature/approach
• How to gather conference information or training records in bulk automatically to assist user in updating CPD
Operation and Maintenance
• Monitoring committee employee:– Manage or validate data
• 1 part-time system administrator: – Take care of daily hardware and software operation
and information security– Manage web site
• 1 part-time programmer: – Fix bugs, tune the user interface, and enhance
some existing functions
• Other manpower (project-based):– Develop new features– Evaluate framework upgrade plan
APEC Engineer Data BankDesign Considerations
- from viewpoint of data management
Function Requirements• Store professional profiles of All APEC engineers, which may include
– General information– Certificates
• Domestic• International
– Specialties• Categorized specialties as tags/labels• Endorsements
– Engineering experiences• Engineering projects• Field• Position• Time span• Details• Endorsements
– Continuing professional development records– Publications– Patents
Function Requirements (cont.)
• Find and display engineers information according to:– Profile details– Combination of skills– Organization– Engineering projects (experiences)
Findengineer(s)
Search keywords + conditionsin engineer profiles
Drill down from the organization list
Browse the hierarchical specialties category
Drill down from the engineering projects
Result sets
Sort
Filter
Check details
Function Requirements (cont.)
• Update engineer profiles• Update organization information
• Manage engineering project information• Share and lookup job opportunities• Share and lookup procurement information
• Manage advertisement• Manage pay services or functions
• Specialties endorsement mechanism
Roles & Responsibility
– System Administrator• Manage system settings• Manage roles and permissions
– Data Manager (Monitoring Committee)• Import and validate external data• Manage data integrity• Manage advertisement
– Engineer• Manage personal profile
– Organization• Manage organization profile• Update job opportunities• Update procurement information
– Public user
Data Management
Engineer Profiles
Publications
Patents
Developments
Experiences
Specialties
Engineering ProjectsOrganizations Bids
Certificates
Job Opportunities
Data Entities
reference
Engineer Profiles
Publications
Patents
Developments
Experiences
Specialties
Engineering ProjectsOrganizations Bids
Certificates
Job Opportunities
Existing Member’sAPEC EngineersDatabase
Existing ProfessionalEngineer Official Database
import
Engineer Info. Integration
Define protocols for exchanging online or
Define format for exchanging offline
Engineer Profiles
Publications
Patents
Developments
Experiences
Specialties
Engineering ProjectsOrganizations Bids
Certificates
Job Opportunities
Existing E-ProcurementSystemreplicate
Procurement Info. Integration
Engineer Profiles
Publications
Patents
Developments
Experiences
Specialties
Engineering ProjectsOrganizations Bids
Certificates
Job Opportunities
Existing Engineering ConsultantsManagement System
import
Organization Info. Integration
Engineer Profiles
Publications
Patents
Developments
Experiences
Specialties
Engineering ProjectsOrganizations Bids
Certificates
Job Opportunities
APEC Engineer Portal
populate and update (manually)
APEC Engineer Data Bank Portal
Engineer Profiles
Publications
Patents
Developments
Experiences
Specialties
Engineering ProjectsOrganizations Bids
Certificates
Job Opportunities
Social Network Service
endorse
Specialties Endorsement
Operation considerations
• Demand of fetching the registrant information from existing economy’s engineer management system?– None– One-time– Regularly– Continuously
• Need of data curator or validator for each signatory?
• Responsibility of user support?
Require implementing a protocolRequire a standard format May need a standard format
Operating Cost
• Computer Infrastructure– Physical or virtual (cloud-based) platform– Internet service (networking) fee– Software license fee
• Personnel cost– Data manager (local, global)– System administrator– Database administrator– Programmer
May be outsourced
Data Bank Operating ModeCentralized APs & DBs
Integrated APs &Distributed DBs
Portal only
Data residency central local local
Application residency
central central & local local
Software complexity
fair high low
Privacy issue major minor minimum
Development cost fair high low to high*
O&M cost low high high
Security issue fair major minor
Format consistency
high fair low* Depend on how many economies need to
implement a new local data bank
Possible Revenue Sources
• Sponsors:Advertisement space on the web
portal• Chargeable services, such as:– Register job offers– View “detail” profile of an engineer– Search procurement information
Need a billing sub-system
Thanks for your attention
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