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Information for Researchers

Data Usage, Connecting to the OOI, Sampling Rate Modifications, and Ancillary Requests

All Ocean Science Researchers are encouraged to use OOI data, and to propose 1) to connect new instruments to the observatory network, 2) sampling rate modifications for existing instrumentation, and/or 3) ancillary work during normally scheduled OOI cruises. This section defines and communicates the processes and costs (where applicable) for researcher proposals and interactions with the observatory. The OOI operations budget covers the staff and costs for operating and maintaining the core instruments and infrastructure. Additional tasks and cruise costs must be budgeted and funded by the requesting institution, subject to OOI approval.

Researchers should always check with the funding agency or institution for specific guidelines on proposal preparation.

For more details and resources please see the below:

 


OOI-Related Proposals

OOI data are available for use by anyone for free.  Scientists are welcome to seek funding in order to test scientific hypotheses or address scientific questions based on OOI data.

How do I submit an NSF proposal to use OOI data?

OOI-related proposals are now being accepted by NSF through the core science and technology programs (February and August submission dates). For more information on the NSF proposal process, interested parties should contact the most relevant NSF program officer for their science or technology program.  For OOI program specific proposal questions, scientists are encouraged to reach out to NSF OOI representatives via the follow: ooi-science@nsf.gov

For overall science questions related to the OOI, please contact Lisa Clough (lclough@nsf.gov, 703-292-4746).  For more information on NSF Ocean Sciences programs, please visit the NSF OCE homepage as well as check out the NSF OCE Active Funding Opportunities.

What if I have OOI technical questions?

Sign up to chat with OOI staff.  Potential investigators can schedule an appointment to meet virtually with OOI Operations Staff to discuss technical requirements, testing, and answer any other questions researchers might have regarding adding instrumentation to the OOI arrays.  Consultations will be available in advance of the February and August submission deadlines.

Click here for more information on Staff Consultations. Video recordings of previous webinars are also available on this page.

What if I am in the preliminary stages of my proposal development anything for me?

Stay tuned for upcoming webinars and workshops. Join our mailing list for OOI updates.

 


Data Usage and Data Citation – Digital Object Identifier Procedures

All OOI data are publicly available for usage in proposals and the scholarly record.  There are no additional costs required in a proposal to use OOI data.

Dataset citation is the responsibility of the user. For information on proper OOI data citations please see the OOI Data Usage Policy. Additional information can be found on the OOI User Terms and Conditions, available on the Data Portal.

Researchers with awards to add instrumentation or platforms onto OOI infrastructure must adhere to the OOI data policy. Data may be embargoed for one year for new instrumentation/platforms to insure that the infrastructure is operating properly and that data are of acceptable quality. Following the one year embargo, all data must become public through the OOI website.

 


Connecting New Instrumentation to the Observatory

Connecting to the existing OOI cabled and uncabled infrastructure is possible.  The following guidance provides information to researchers.  This guidance will likely evolve as lessons learned in operations in 2016 are applied.

Cabled Observatory Connection

The OOI cabled observatory is located off the coast of Washington and Oregon. With 880 km of backbone cable, 7 primary nodes, and 18 junction boxes, the observatory has capacity for additional instrumentation at the available sites.  The process, investigator steps, and costs associated with connecting to the Cabled Array are as follows:

  • Determine Interface Requirements: Researchers examine technical interface requirements for instruments/platforms and 2016 node/junction box availability. DOWNLOAD Technical Interface Requirements and 2016 Node Availability.
  • Make an Appointment with Operations Staff: Investigators make an appointment with OOI Operations Staff at one of the quarterly information sessions for the observatory.  The initial Cabled Array sessions are the week of January 19, 2016.  (Learn more about the consultation schedule and signup)  There is no cost associated with this consultation for the researcher.
  • Obtain Technical Feasibility/Cost Letter from the Observatory: Staff will generate a letter for each researcher appointment that details the technical feasibility and recommended connection location/timeline as well as costs for the OOI staff based on this recommendation.  Researchers may use this letter to inform their proposal cost estimates.  For NSF Submissions, proposers should upload this letter as a supplemental document.

Cabled Array Cost Responsibilities:

Activity Cost Estimate Amount
Provide Instrument that meets OOI Technical Interface Requirements Proposer responsibility
Estimate for instrument testing and integration of Instrument to Cabled Array $12,000 per instrument for CY2016
Ship/ROV Time To be determined by the Investigator using UNOLs ROV/Ship Time Request process or institutional process
OOI Cruise Staff (if integrated with Annual Cruise) for installation or retrieval Provided with letter from the observatory based on recommended installation approach (to include extended sea pay costs, and/or additional expertise)
Instrument Retrieval To include Ship/ROV time, and possible OOI cruise staff costs as above

Connecting to Uncabled Arrays and Moorings (Pioneer, Endurance and 4 Global Arrays)

The uncabled array consists of six different arrays.  Information on the two Coastal and four Global arrays is found here.   Some uncabled moorings have the ability to provide power for instruments and telemetry of data from certain platforms.  Users can also propose to attach instruments to moorings that are self-powered and self-recording.  In 2016, due to the transition to operations as well as the complexity of the engineering required for supplying power and telemetry, the OOI project is recommending that proposals to connect new instruments to an OOI Uncabled Mooring be limited to those that are self-powered and self-recording.

In 2016, the project operations staff will work to characterize and understand the available power headroom and budget for each platform.  During the construction deployment phases, the project collected power generation data.  Please check back throughout the year for updates and modifications to instructions on how to propose use of power and the available headroom for uncabled moorings.

The process for Connecting to Pioneer, Endurance or Global in 2016 is as follows:

  • Instruments: Researchers identify candidate instruments for 2016
  • Make an Appointment with Operations Staff: Investigators make an appointment with OOI Operations Staff at one of the quarterly information sessions for the observatory.  The initial uncabled array sessions are the week of February 1, 2016.  (Learn more about the consultation schedule and signup)  There is no cost associated with this consultation for the researcher.
  • Technical Feasibility/Cost Letter from the Observatory: Staff will generate a letter for each researcher appointment that details the technical feasibility and recommended connection location/timeline as well as costs for the OOI staff based on this recommendation.  Researchers may use this letter to inform their proposal cost estimates.

UnCabled Array Cost Responsibilities:

Activity Cost Estimate Amount
Instrument for connection to uncabled array To be determined by the Investigator Team for submission
Estimate for funded instrument test and integration of instrument on mooring $12,000 per uncabled instrument for CY2016 – mechanical/structural design work, test & integration
Ship/ROV Time To be determined by the Investigator using UNOLs ROV/Ship Time Request process or institutional process
OOI Cruise Staff (if integrated with Annual Cruise) for installation or retrieval* Provided with letter from the observatory based on recommended installation approach
Instrument Retrieval To be determined by the Investigator using UNOLs ROV/Ship Time Request process or institutional process

Cyberinfrastructure Data Storage and Delivery

The Cyberinfrastructure component is the implementing organization responsible for OOI software, computing hardware, and data lifecycle and data quality management. Initiating data flow from instruments connected to the OOI cabled and uncabled arrays requires development of parser and algorithm code, calibration information, quality control lookup values, and other instrument and data format information. Adding new instrumentation to the OOI will require development work and data review by the CI team. Below is a list of potential tasking necessary to complete the integration of a new sensor from a CI perspective. Please note that not all instruments will require all of the tasks listed below, and, for newly invented or experimental instrumentation, there is potential for additional tasking.

  • Determine Interface Requirements: Researchers contact Cyberinfrastructure Program Manager to obtain an updated cost estimate and list of integration steps. A consultation session can be requested as well.
  • Obtain Technical Feasibility/Cost Letter from the Observatory: Staff will generate a letter for each researcher appointment that details the technical feasibility as well as costs for the OOI staff based on this recommendation.  Researchers may use this letter to inform their proposal cost estimates.  For NSF Submissions, proposers should upload this letter as a supplemental document.

CI Cost Responsibilities (Estimated costs are variable, and can be provided upon request)

Uncabled Cabled
Work with MIO to write Interface Data Description (IDD) and add all applicable instrument specification docs (Data Product Specification, etc.) to Confluence Work with MIO to write Instrument Operational Specification (IOS) and add all applicable instrument specification docs (DPS, etc.) to Confluence
Update 1100-00006 Vocabulary & Reference Designator Spread Sheet in Alfresco Update 1100-00006 Vocabulary & Reference Designator Spreadsheet in Alfresco
Add new Cassandra tables for instrument data particles Work with UI developer to design UI Interface for instrument
Update Preload Database Repository Add new Cassandra tables for instrument data particles
Code Parser Update Preload Database Repository
Code Dataset Agent Code Port Agent
Code unit tests for Dataset Agent Code Instrument Agent Driver
Code Review Code unit tests for Instrument Agent Driver
Testing new code Code Review
Purchase of storage hardware (where necessary) Testing new code
Science and engineering (where possible) data review Integrate new code with new UI
Data annotations (life of deployment) Work with UI to test new instrument
Continuous QC checks (life of deployment) Work with MIO to write test plan for new instrument
Work with MIO to test new code with “Bathtub” instrument
Work with MIO to test new code with deployed instrument
Purchase of storage hardware where necessary
Data ingestion
Science and engineering (where possible) data review
Data annotations (life of deployment)
Continuous QC checks (life of deployment)

 

 


Data Sampling Rate Modifications

The OOI instruments sample at “Baseline Sampling Rates” which were established with community input to address the long term observational goals and objectives documented in the OOI Science Prospectus. If the mooring platforms had available power upon deployment, the instruments were set to sample to the available power levels. These are called “As Deployed Sampling Rates”. The OOI Data Management Plan provides all sampling rates.

Researchers can propose to modify sampling rates to address proposals if they are lower than the “As Deployed Sampling Rates” and do not go below the OOI science prospectus “Baseline Sampling Rates”. Any changes would need to be timed with deployment cycles for the specific mooring or array build (click here for the deployment schedule). The costs associated with changes to sampling rates are included in the current operations budgets for funded proposals. There are no proposal costs associated with recommending sampling rate changes associated with the OOI. The OOI Science Oversight Committee will monitor sampling rate changes and assure that the observatory science prospectus traceability is maintained.

Full details of OOI sampling strategies are contained in the OOI Observation and Sampling Approach document (#1102-00200).

 


Ancillary Requests to the Observatory

Ancillary requests to the observatory are those that do not fall in any of the categories above and may or may not have associated costs to the operations staff or proposals.  These could include such items as requests for unused water samples, use of any additional berths on ships, etc.  It could also include larger supplementary work.  These requests can only be made in two ways:

  1. Use the online input process (OOI Helpdesk) for small ancillary requests.
  2. Make an appointment at the quarterly observatory staff sessions to discuss the connection and receive a letter with recommendations.