Sarah Lee, David Schirmer

On the Operation and Management of a GIS Application-Development Group within a Large Corporate Environment

Abstract

The Geographic Information and Analysis Systems (GIAS) group at Southern California Edison (SCE) is a study of paradoxes. Amid the vast complexity of a large electric utility's information technology department, the GIAS group operates much like an autonomous consulting firm. Unlike any other group within IT, the GIAS unit receives no direct financial support from its parent organization, but rather, must depend on client chargebacks to remain viable. Full departmental and corporate recognition of the group are still to be achieved, yet grass-roots and middle management support have always been strong.

The survival (and success) of the group is largely attributable to recognition by the wider SCE community of the tremendous advantage and benefit GIS products and services provide in meeting their business needs. This recognition has led to a subsequent willingness to fund not only their own GIS endeavors, but also to contribute to the building of corporate GIS infrastructure. Such an environment encompasses and facilitates the notions of data and hardware sharing, universal application development, and a mindset of involvement and ownership by the users. To coordinate and encourage this effort, detailed procedures and methodologies have been established that include a marketing strategy, project work flow, personnel acquisition and development, hardware and software acquisition, and issues related to pricing, funding, and budgeting.

This paper will describe in detail the methodologies and procedures developed by GIAS that have enabled the group to thrive and grow even within an environment lacking direct financial support, and without 'enterprise-wide' acceptance.

History

SCE has been generating and delivering electric power to within its 50,000 square mile service territory for over 100 years. As part of this effort, SCE has developed a strong environmental research program. During the 1970's Edison contracted scientists from the Los Angeles County Natural History Museum Foundation to study fish populations near the San Onofre Nuclear Generating Station. Based on this relationship, when Edison found it needed technical support for GIS products and services they again turned to the Museum. By 1983, GIS requirements had grown to such an extent that the first GIS coordinator was hired through the Museum. At this time, the bulk of the work was concentrated on environmental projects related to sensitive species and habitat analysis.

After an internal move from SCE's Environmental Department to its Engineering Department in 1990, today's GIAS manager, Joanne Wilborn took over management of the group and served as the Edison liaison between the contracted GIAS group and the wider SCE community. Shortly thereafter, the group moved from a PRIME computing environment to an ArcInfo/SUN based system, began recruiting in earnest for GIS professionals to support the growing corporate need for GIS, and moved to the Information Technologies Department.

In 1993 the group moved from a traditional subsidized budget structure to a 100 percent chargeback system. In this new environment, Edison departments were required to provide funding to GIAS for projects requested by the client organizations, including all hardware and software costs. As a result, GIAS had to focus on internal marketing and spreading the word about its capabilities, as well as develop a mechanism that would ensure coverage of all costs related to the operation of a GIS organization.

Goals/Vision/Philosophies/Standards

SCE's GIAS group does not provide traditional Automated Mapping / Facilities Management (AM/FM) development and support, such as outage management, nor electrical infrastructure control. Instead, GIAS' focus is on higher-end spatial analysis and GIS application development, with such projects as a wireless communication network management, load forecasting related to the impact of electric vehicles, habitat analysis, marketing, and multi-point crew dispatching.

Several departmental GIS groups have developed to support outage management and facility inventory mapping; these represent a more traditional SCADA/AM/FM approach. These departments also support a variety of other internal GIS needs. While at their inception the groups did not consider or realize the benefits of data sharing, recent project requirements have necessitated the exchange and availability of GIS data among the various departments.

The mission of the GIAS group is to provide technical services on a corporate level in support of spatial modeling, data integration and analysis, and decision information system design. As such, GIAS work products emphasize application development, customized programming, and data systems integration. With this said, the group does provide a substantial number of traditional GIS outputs including, maps, reports, etc., to the wider Edison community. GIAS strives to build reusable tools, applications, scripts, and functionality that can be applied to multiple projects to reduce costs and implementation time. As a result, map products, applications, and other outputs are produced in standardized formats that are familiar to Edison GIS users.

In the era of right-sizing and doing more with less, it is GIAS' goal to enable clients to work more effectively and focus on their core business by boosting efficiency and reducing costs. In coping with this new business climate, the GIAS group sees a huge potential for desktop-based GIS products like ArcView, MapObjects and, especially, the suite of new Internet products. Indeed, desktop-based application development represents the bulk of GIAS's new project work, and this trend is expected to accelerate.

One of the most serious roadblocks for enterprise-wide GIS development at Edison has been the lack of senior management buy-in. This has resulted in the haphazard development of a variety departmental GIS groups, the duplication of resources, and difficulties arising out of vaguely defined areas of responsibility. A number of consultants have attempted over the years to generate support for an enterprise GIS solution, but without much success. However, in light of large staff reductions due to a recent voluntary early retirement program, and pending competition as a result of utility deregulation, all levels of management are beginning to realize that GIS can be a powerful tool in boosting efficiency and reducing costs. It is hoped that this combination of circumstances will allow for an enterprise GIS solution to be realized at Edison in the near future.

Staffing

Currently, GIAS is staffed by eleven GIS analysts. All analysts are required to have Bachelor's degrees in Geography, GIS, or a related field. Several of the analysts have also obtained Master's degrees in GIS. Daily project management is conducted by two Site Coordinators. Larger corporate issues including marketing and strategic planning, and the contract with the Museum are coordinated by the Edison manager, Joanne Wilborn. The group is also supported by a part-time system administrator and two administrative aides. Additional work is provided by interns from local universities on an as-needed basis.

It is GIAS' practice to hire entry-level GIS analysts out of universities and train them on the job.

Analysts have room to grow and advance through a four-tiered analyst system in accordance with their performance. Entry-level analysts start out by supporting the more senior analysts and performing the basic tasks required for GIS projects. Because GIAS' data creation is primarily focused on address-matching as opposed to traditional digitizing, the entry-level analysts begin with tasks that include coverage generation, database creation, and rudimentary mapping. As the analysts gain experience, they progress to more complicated mapping projects that include AML and Avenue programming, complex data integration, and interaction with clients. Senior level analysts are responsible for our largest and most technically complex projects. They manage all aspects of the projects and interact closely with the Site Coordinators and the Edison Manager to direct the development of the GIAS group.

The Site Coordinators direct the daily operations of the group ranging from marketing, project design, and high-level client interaction, to hardware acquisition and personnel. New projects filter through them and are distributed to the group based on workload, skills, and experience. The Site Coordinators oversee the work through the entire work cycle providing technical direction, budget status, and quality assurance/quality control measures.

The Edison manager acts as the contract manager and liaison to the wider Edison community. Chief responsibilities are the removal of roadblocks that may inhibit the pace or progress of a project, strategic planning, as well as actively marketing the capabilities of the group to the rest of the company.

Hardware

The GIAS lab is equipped with a variety of UNIX workstations including both SUN and IBM, as well as Pentium PCs for desktop processing. Currently, GIAS supports 26 SUN UNIX workstations. Half of these machines are owned by clients who have purchased these hardware resources for specific project needs. The other half of the machines have been purchased by GIAS and its parent department in support of general GIS activities.

In 1996 the main data server was upgraded to an Enterprise3000 with 20 gigabytes of internal disk space, 512 megabytes of memory and a Creator Graphics card. Also included in this upgrade were two Ultra2s model 2200 each with 320 megabytes of memory. During the second quarter of 1997, all aging Sparc2's and IPXs were also upgraded to Ultra2s model 2200. Additionally, GIAS pursued the acquisition of another Enterprise 3000, with the primary purpose of supporting X-Window sessions from remote machines. Rounding out the SUN hardware inventory are four Sparc20s and four Sparc10s.

A corporate IBM RISC server that is shared with our clients maintains 75 gigabytes of data and is the access point for our desktop users. In total, GIAS supports over 250 gigabytes of data.

These machines communicate on a closed network through a switched Ethernet hub operating at 100 megabit per second.

The second quarter of 1997 also saw the change-out of GIAS desktop machines. All Macintoshes and older 486s were upgraded to a standard configuration Pentium 166 MHz with 32 megabytes of memory. Two of these machines were further upgraded to have 128 megabytes of memory, and equipped with Windows NT 4.0 primarily for web development, but they also being utilized to evaluate the NT version of ArcInfo.

Software

GIAS is primarily an Esri-based operation with 24 ArcInfo and 26 ArcView licenses maintained on the SUN and IBM platforms. All told, Edison maintains approximately 60 copies of the Windows version of ArcView.

Other supported software includes:

Data Resources

Internally, the various departmental GIS groups focus on data and applications of interest to their home departments. Data are shared among the departments and provide the source for many of our corporate data layers. The Real Properties Land Mapping group is responsible for managing the land associated with corporate resources. As such, they create many GIS data layers including transmission line schematics, corporate map grids, and timber production inventories. Additionally, this group manages the Thomas Bros. Maps (TBM) digital landbase contract, and is responsible for the distribution of the data to corporate users. This group supports both MapInfo and Esri products.

The Outage Management System group maintains circuit drawing files in AutoCad format linked to a Sybase database of attribute and other electrical outage information. The overall system is managed by M3I software. The circuit data are directly converted from drawing files into shapefiles via PC ArcView's CADReader extension by the GIAS group for distribution to the rest of Edison. The Sybase database also contains coordinate locations of all of Edison's electrical equipment locations.

The Transmission/Substation group uses MapInfo to create and maintain schematics for transmission lines, fiber optic lines, and the department's regional boundaries throughout the service territory. There are also single users throughout the company using products like Atlas GIS and MapInfo to support the needs of their individual departments.

GIAS takes advantage of all the spatial data developed by the groups above, as well as, the valuable data resources provided by a variety of commercial vendors. The corporation has adopted the TBM digital landbase as its primary street layer. TBM also provides other core layers including zip codes, city boundaries, county boundaries, water features, cultural features, and the map guide page index. The TBM database has highly accurate street centerlines (+/- 12 feet) in the urban areas as well as address-range information that supports detailed address matching. In the outlying areas, TBM has supplemented their database with enhanced Topologically Integrated Geographic Encoding and Referencing (TIGER) data. Each semi-annual update represents an enhancement of both graphical features as well as attribute data.

GIAS also purchases data from national data vendors including Equifax, Geographic Data Technology (GDT), and Space Imaging.

GIS groups in Southern California are fortunate in that there are many agencies who make their GIS data available at little or no cost. The Southern California Association of Governments (SCAG) produces a land use database for six counties in the Los Angeles area. This database uses a modified Anderson-type Land Use Classification of approximately 100 categories. The data are generally mapped in 2.5-acre units. The Teale Data Center is the state repository for GIS data and is particularly useful as a resource for state-agency data, including political and administrative boundaries, physical geography, and cultural geography on a state-wide level.

Marketing

Given that Edison has yet to adopt an enterprise-wide GIS mindset, a significant marketing effort is required to make the corporation aware of the group's services. Much of the marketing effort consists of educating potential users about GIS from basic definitions, to demonstrating its ability to solve complex business problems. One of the most effective tools for marketing has been the GIAS media kit. The media kit includes a list of available datasets, an article written about the group in an internal magazine, quarterly newsletters, and Esri's ArcNews. Potential users can examine GIS applications highlighted in ArcNews and witness how similar business problems are being solved through the adoption of GIS.

One key marketing mechanism underway includes the GIAS homepage on the Edison intranet. This application provides digital samples of past work, staff biographies, and products and services available. Soon, users will be able to request new work, order re-prints of past work, and subscribe to GIAS's cartographic data library, among other services. Perhaps most exciting is the addition of the ArcView Internet Map Server extension. From their desktops, users can browse and query a variety of cartographic datasets throughout the service territory using only Netscape, or similar browser.

Other marketing strategies include the development a full-color brochure for both internal and external distribution describing our services and displaying our products. GIAS also attends and makes presentations at various local conferences including CGIA, Esri, and local universities to maintain an involvement in the wider GIS community.

Users

GIAS users are distributed throughout the company in all of Edison's business units, the largest GIS users, however, reside in the Electrical Distribution and Transmission departments. Regional Policy and Affairs, Information Technologies, and other shared service departments make up the next tier of users. Generation and Marketing represent the last tier.

This breakdown has changed significantly over time. In the beginning GIAS' clients were primarily from the Environmental group (Regional Policy and Affairs Department). As the word has spread about the group's services, and the utility of GIS in solving business problems, other departments have surpassed the Environmental Department in work volume. Further changes in the balance of clients and the type of work requested is expected, as Edison is still in the throes of industry restructuring.

Projects

The twelve-person GIAS group completes well over 100 projects per year. These projects range from ongoing multi-year efforts to one-time requests that require just a few hours of work. Some of the larger efforts are described below.

Automated Geocode Validation System (AGVS) - The goal of AGVS is to address match all of the customer meters within the Edison service territory in order to validate their Geographic Area Code (Geocode). A Geocode is determined by the city, county, customer-service district, and climate zone in which a meter is located. Geocodes are used to determine a customer's baseline allocation, utility user taxes, and Edison's franchise tax payment. To validate Geocodes, the GIAS group receives meter information from the Customer Information System. This information is then address matched against the TBM street network. A geographic location for each meter is determined and the other corresponding digital data sets (e.g. city, county, and climate zone) are used to determine the correct Geocode for each meter. The validated Geocodes and the latitude/longitude coordinates are returned to the Customer Information System.

Network Communications (NetComm) - NetComm is Edison's wireless communication network. Using packet-radio technology operating in the 900 MHz range, the ultimate network will be made up of over 30,000 radios connected to more than 90,000 end devices. The network is designed to support a variety of Edison infrastructure applications, including switch automation, capacitor control, and remote meter reading to name a few. Very early on in the project, it was determined that to successfully plan, implement, operate, maintain, and monitor this radio network, specialized tools would be required. Development of the NetComm End User GIS Application (NEUGA) then began. NEUGA is an ArcPlot-based query and display application that has become an indispensable tool within the project. In addition to the mundane GIS aspects of the project, including mapping and simple facilities inventory, NEUGA is employed daily to answer complex and wide-ranging ad hoc spatial analysis queries posed by a disparate group of planners, engineers, managers, and field crews. Network planners employ line-of-sight analysis, network-density analysis, and shortest-path analysis. Network operations engineers utilize NEUGA for visualizing packet tracing, cul-de-sac analysis, RF-load density, and a variety of other spatial analysis tasks.

Electric Vehicle Predictive Analysis - As regulatory agencies seek to improve air quality through legislation requiring zero-emission vehicles, Edison is aggressively preparing for the eventuality of increased numbers of electric vehicles (EVs). Introduction and widespread use of EVs throughout Edison's service territory could potentially produce significant impacts on the electrical distribution infrastructure. Edison is currently developing methods and technologies that will enable the ability to anticipate and proactively design the distribution infrastructure to support the expected introduction of EVs within the service territory. Chief among the tools being developed is a geographic information system (GIS) that allows for the incorporation of a comprehensive EV-purchase-behavior model, electric-load forecasting methodology, and an EV-charging site optimization model. Data yielded from these models may then be further integrated with electric-utility infrastructure data and other cartographic databases to create a powerful locational-decision-support system that will enable infrastructure planners to set sound and defensible policy with respect to generation planning, distribution engineering and planning, as well as small-area planning. (Schirmer, et al. 1996)

Conclusion

The management and operation of a GIS group is a constant struggle. Given the atypical, and often daunting environment in which the GIAS group operates, the success and accomplishments of the group are that much more remarkable. GIAS's success is directly attributable to the "can-do" attitude that is embraced by every member of the group, each with the talent and resolve to find novel and creative solutions to complex spatial problems. Credit is also due to the clients who have shown initiative to shoulder their own, often complex, GIS efforts, and willingness to contribute to the development and maintenance of the larger, corporate GIS effort. With the ever-increasing visibility of GIS and the requirement of GIS tools for effective business solutions, it is anticipated that an enterprise GIS environment will take hold at Edison. At which time, many of the hurdles that have been describe above, chief among these being enterprise-wide buy-in, will be removed.

Acknowledgments

The authors would like to acknowledge the following people without whose contributions this paper would not have been possible:

Joanne Wilborn

Dr. Robert Lavenberg

Jeanine Cavalli

Julie Crescione

Ryan Damon

Mary Fitzpatrik

Daniel McAlister

Kevan Newton

James Rodriguez

Brenda Rounds

Joshua Schechter

Helga Schwarz

Dora Wang

Carl E. Meador III

References

Schirmer, David (1996) On the Integration of GIS within an Electric Vehicle Program for Predictive Analysis. Paper presented at the 1996 Esri Users Conference. May 1996. Palm Springs, California.

Author Information

Sarah Lee VanWagner

Site Coordinator

Southern California Edison

GIAS lab, GO3, room 228

2131 Walnut Grove Ave.

Rosemead, CA 91770

leesp@sce.com

David Schirmer

Site Coordinator

Southern California Edison

GIAS lab, GO3, room 228

2131 Walnut Grove Ave.

Rosemead, CA 91770

schirmde@sce.com