ObsSea4Clim Training #3 Best practices and standards for ocean observations: An Overview

ObsSea4Clim is funded by the European Union. Views and opinions expressed are however those of the author(s) only and do not necessarily reflect those of the European Union or the European Research Executive Agency (REA). Neither the European Union nor the granting authority can be held responsible for them. Best practices and standards for ocean observations: an overview Jay Pearlman In collaboration with Pauline Simpson, Sigi Kluckner, Rene Garello and El Khalil Cherif IEEE France October 24 2025 ObsSea4Clim Training Webinars ObsSea4Clim is funded by the European Union. Views and opinions expressed are however those of the author(s) only and do not necessarily reflect those of the European Union or the European Research Executive Agency (REA). Neither the European Union nor the granting authority can be held responsible for them. Introduction Topic - An introduction to best practices and standards for observations, challenges and processes proposed by the project ObsSea4Clim. People often ask questions about best practices, such as “I need to do a measurement, but I don’t have experience in this area. Is there any kind of best practice documentation I can use? Why should I use them? Where can I find them? I have one, but where can I find more information?”. Presenter - Jay S Pearlman, IEEE France. Jay was Professor (Adjunct) at the University of Colorado and is currently a Director of FourBridges, a non-profit. His interests include interoperability, environmental monitoring and sustainability. He was a founder of the OBPS and a co-chair of the SG IEEE-France has 3,000 members with numerous connections to both industry and universities. It has experts and experience in oceanic engineering, sensors, systems, best practices and standards. Globally, IEEE has 500,000 members in more than 162 countries. ObsSea4Clim is funded by the European Union. Views and opinions expressed are however those of the author(s) only and do not necessarily reflect those of the European Union or the European Research Executive Agency (REA). Neither the European Union nor the granting authority can be held responsible for them. Bottom line for Standards and Best Practices All of these rely on creating and using documented standards and best practices Trust Inclusiveness Interoperability ObsSea4Clim is funded by the European Union. Views and opinions expressed are however those of the author(s) only and do not necessarily reflect those of the European Union or the European Research Executive Agency (REA). Neither the European Union nor the granting authority can be held responsible for them. EOVs – a FOO perspective - 2012 Ocean Observing key attributes: (1) identification of requirements for EOV’s, (2) documentation and sharing of best practices, (3) assessment of readiness levels (maturity), (4) development of implementation strategies and (5) coordination of activities across local, national, regional and international communities. Task Team for the Integrated Framework for Sustained Ocean Observing (2012) A Framework for Ocean Observing (by Lindstrom, E et al). Paris France, UNESCO, 25pp. (IOC Information Document 1284, Rev. 2). DOI: 10.5270/OceanObs09-FOO ObsSea4Clim is funded by the European Union. Views and opinions expressed are however those of the author(s) only and do not necessarily reflect those of the European Union or the European Research Executive Agency (REA). Neither the European Union nor the granting authority can be held responsible for them. Best Practices and Standards Best practices Evolve from individually developed methods A ‘practice’ transitions to a best practice, endorsed practice and/or a standard Standards Documented set of guidelines, specifications, or criteria created through defined processes under Standards Organizations (e.g. ISO, OGC. IEEE, CEN). Standards are likely to build on related best practices and use relevant practices ObsSea4Clim is funded by the European Union. Views and opinions expressed are however those of the author(s) only and do not necessarily reflect those of the European Union or the European Research Executive Agency (REA). Neither the European Union nor the granting authority can be held responsible for them. 6 Are Best Practices useful? ObsSea4Clim is funded by the European Union. Views and opinions expressed are however those of the author(s) only and do not necessarily reflect those of the European Union or the European Research Executive Agency (REA). Neither the European Union nor the granting authority can be held responsible for them. 7 ObsSea4Clim is funded by the European Union. Views and opinions expressed are however those of the author(s) only and do not necessarily reflect those of the European Union or the European Research Executive Agency (REA). Neither the European Union nor the granting authority can be held responsible for them. 8 Thanks to Cora Hoerstmann ObsSea4Clim is funded by the European Union. Views and opinions expressed are however those of the author(s) only and do not necessarily reflect those of the European Union or the European Research Executive Agency (REA). Neither the European Union nor the granting authority can be held responsible for them. About Best Practices • Why I should use them? • Where can I find them? • How do I know which to chose? • How can I create one? ObsSea4Clim is funded by the European Union. Views and opinions expressed are however those of the author(s) only and do not necessarily reflect those of the European Union or the European Research Executive Agency (REA). Neither the European Union nor the granting authority can be held responsible for them. 16 Template for Best Practices Completing standardized documentation makes a practice reproducible https://repository.oceanbestprac tices.org/handle/11329/2086 ObsSea4Clim is funded by the European Union. Views and opinions expressed are however those of the author(s) only and do not necessarily reflect those of the European Union or the European Research Executive Agency (REA). Neither the European Union nor the granting authority can be held responsible for them. Discussion Question 1 Respond in chat either: I know many BP (“many”) I know some BP (“some”) I do not know any (“none”) Question 2 Respond in chat either: I use BP “often” I use BP “sometimes” I use BP “rarely” I use BP “not at all” ObsSea4Clim is funded by the European Union. Views and opinions expressed are however those of the author(s) only and do not necessarily reflect those of the European Union or the European Research Executive Agency (REA). Neither the European Union nor the granting authority can be held responsible for them. Selecting Best Practices ObsSea4Clim is funded by the European Union. Views and opinions expressed are however those of the author(s) only and do not necessarily reflect those of the European Union or the European Research Executive Agency (REA). Neither the European Union nor the granting authority can be held responsible for them. Selecting Best Practices 1. Ocean Practices Maturity Model/metric (comparable to TRLs) 2. OBPS/GOOS endorsement process 3. Degree of uptake of BP using the OBPS and other metrics 4. A federated network for accessing methods across repositories 5. Training support ObsSea4Clim is funded by the European Union. Views and opinions expressed are however those of the author(s) only and do not necessarily reflect those of the European Union or the European Research Executive Agency (REA). Neither the European Union nor the granting authority can be held responsible for them. Best Practices and Standards Pearlman J, Bushnell M, Coppola L, Karstensen J, Buttigieg PL, Pearlman F, Simpson P, et al., (2019) “Evolving and Sustaining Ocean Best Practices and Standards for the Next Decade”, Front. Mar. Sci. 6:277.doi: 10.3389/fmars.2019.00277 ObsSea4Clim is funded by the European Union. Views and opinions expressed are however those of the author(s) only and do not necessarily reflect those of the European Union or the European Research Executive Agency (REA). Neither the European Union nor the granting authority can be held responsible for them. What is a Best Practice Level 3 Formally documented; Openly available; Replicated by an expert Level 4 Used by multiple institutions ; Means to verify implementation ; Enable trust; Guidelines for evolution; Standardized formats Level 5 Endorsed by expert panel ; Adopted at least regionally; Protocols for improvement; Process to assess quality; Provision for training Mantovani, et al. (2024) An ocean practices maturity model: from good to best practices. DOI: https://doi.org/10.3389/fmars.2024.1415374 ObsSea4Clim is funded by the European Union. Views and opinions expressed are however those of the author(s) only and do not necessarily reflect those of the European Union or the European Research Executive Agency (REA). Neither the European Union nor the granting authority can be held responsible for them. Maturity assessment •Maturity assessment is done in an interview with the principal author or document organization •Total of 103 practices from major regional and international organizations have been reviewed recently and process continues •Where items are lacking to become a better or best practice, a collaboration with the principal author or organization is available ObsSea4Clim is funded by the European Union. Views and opinions expressed are however those of the author(s) only and do not necessarily reflect those of the European Union or the European Research Executive Agency (REA). Neither the European Union nor the granting authority can be held responsible for them. Maturity Interviews ObsSea4Clim is funded by the European Union. Views and opinions expressed are however those of the author(s) only and do not necessarily reflect those of the European Union or the European Research Executive Agency (REA). Neither the European Union nor the granting authority can be held responsible for them. Endorsement Endorsement: process where expert groups and communities approve documents as the current standard for their operations •Initially OBPS/GOOS Endorsed Ocean Best Practices by GOOS Panels -Hermes, J. (ed.) (2020)1 •OBPS now has an endorsement process which can include a broader, rigorous and transparent community review process - Bushnell, M. ed (2024)2 1Hermes, J., (ed) GOOS Best Practices Endorsement Process. Version 1. Paris, France, Global Ocean Observing System, 7pp. DOI: http://dx.doi.org/10.25607/OBP-926 2Bushnell, Mark and Pearlman, Jay (eds) (2024) Ocean Best Practices System Endorsement: Guidance for the Ocean Community, Version 2024-03-20. Ocean Best Practices System, 8pp. DOI: https://doi.org/10.25607/OBP-1983 ObsSea4Clim is funded by the European Union. Views and opinions expressed are however those of the author(s) only and do not necessarily reflect those of the European Union or the European Research Executive Agency (REA). Neither the European Union nor the granting authority can be held responsible for them. Adoption and Use • Metrics for adoption are under discussion – downloads, citation or ? • Working with Frontiers in Marine Science • Is this an opportunity for AI? Analysis by Ian Potter, Frontiers in Marine Science Adoption Views Downloads Citations Methods Section Expert Panels ???