SEPA
           United States
           Environmental Protection
               Office of Water
               (4503F)
. EPA841-R-97-005

 May 1997
Designing an
Information Management System

for Watersheds
                                      THE WATEKSBOa* ACADEBW
                                       • Information Transfer Series

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                                        EPA841-R-97-005
                                          .  May 1997
                THE WATERSHED ACADEMY
               • Information Transfer Series, No. 5 •
               Designing an
Information Management System
             for Watersheds
           Assessment and Watershed Protection Divsion,
         Office of Wetlands, Oceans nd Watersheds (4503F)

                        and

                    Permits Division,
            Office of Wastewater Management (4203)

                    Office of Water
             U.S. Environmental Protection Agency
                   401 M Street, SW
                  Washington, DC 20460

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No. 5
                            Designing an Information Management System for Watersheds
This document was prepared for the U.S. tn^ronme^ ^^^^ ^be^


Greg' Currey^Tthe EPA Office of Water are the project managers.



Notice
This document has been subjected to U.S. Environmental Protection Agency review and
tasbeen^^proved for publication. Publication does not signify that the contents necessariy
mflecTthe viewsand  policies of the Environmental Protection Agency or of any other
organization represented in this document. Mention of trade names or commerc.al products
 does not constitute endorsement or recommendation for use.



 This report should be cited as:

 U.S. Environmental Protection Agency. 1997.  Designing »n inforrnator' ^emerrt
 system for watersheds. EPA841 -R-97-005. Office of Water (4503F), United States Envi
 ronmental Protection Agency, Washington, DC.



 To obtain a copy free of charge, contact:

 National Center for Environmental Publications and Information (NCEPI)
 Phone:(513)489-8190
 Fax:  (513)489-8695



 This EPA report may also be available on the Internet for browsing or download at:

  http://www.epa.gov/OWOW/watershed/wacademy/its.html

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       _, .   .                                            Information Transfer Series
Watershed Academy                                                      	
Foreword


   The watershed approach has changed the way that the U.S. Environmental Protection
Aaencv (EPA) and other federal, tribal and state agencies formerly managed water re-
sources programs. We now generally recognize that the critical environmental .ssues
facing society are so intertwined that a comprehensive, ecosystem-based and commu-
nity-based approach is needed. We also recognize that solving environmental problems
depends increasingly on local governments and local citizens. Thus, the need to integrate
acmsstrSna. water program areas (e.g., flood control wast^^^^^
source pollution control) and to cooperate across levels.of government (federal^ state,
tribal, local) and across public and private sectors is leading toward a watershed ap-
proach.                                                              .
   Public and private organizations, academic institutions, and citizens and the.r govern-
ments in thousands of communities across the nation are forming partnerships and learn-
™q new ways to manage their watersheds together. These groups seek guidance and
examples of watershed approach success stories after which to model their own act.v,-
ties  The EPAOffice of Water established the Watershed Academy to help address these
needs  by providing training for watershed managers based on local state, tr.bal  and
federal experiences in implementing watershed approaches throughout the past decade.
   The Watershed Academy  provides technical  watershed information and\ ^^
through live training courses, the Internet, and published documents The Academy of-
fe s live training courses on the basics of watershed management and maintains a tra.n-
ina cSSloaue concerning where to obtain more advanced training. An Internet d.stance
 earnfng program cale39Academy  2000 is being developed to help serve  the trammg
 neeSs ofPthose who cannot attend the live courses. ^Watershed Academy also prc-
vides watershed approach reference materials, such as th.s document, through the Wa-
tershed Academy Information Transfer Series.
    This document, number 5 in the Series, is an introduction to theh^^™;|^-
 ment responsibilities and challenges facing any watershed group. The d?M™£J™™
 £e fundamentals of identifying information management need s,^^^^
 bases, evaluating hardware and software options, and developing implementation plans.
    The Information Transfer Series titles include:
     no. 1:  Watershed protection: a project focus (EPA841-R-95-003)
     no 2-  Watershed protection: a statewide approach (EPA841-R-95-004)

     no 3-  Monitoring consortiums: A cost-effective means to enhancing watershed
             data collection and analysis (EPA841-R-97-006)
      no 4:  Land cover digital data directory for the United States (EPA841 -B-97-005)
      no 5:  Designing an  information  management system for watersheds
             (EPA841-R-97-005)
      no. 6:  Information management for the watershed approach in the Pacific North-
             west (EPA841 -R-97-004)
      no. 7:  Watershed  Academy catalogue of watershed training opportunities
            -(EPA841-D-97-001)

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....  ,  . AMflAm..                                       Information Transfer Series
Watershed A cademy                                                        	
Abstract

   To build a foundation for sound decision-making and reduce electronic data transfer
time it is important to build an information management system concurrent with the
development of a watershed management framework. Based on watershed management
experience in several states, 7 key steps have been identified to design an information
management implementation plan.

   1) Establish information management design and implementation team
   2) survey watershed planning partners
   3) identify and prioritize data needs
   4) integrate/relate existing databases and develop new databases
   5) evaluate hardware and software configurations
   6) evaluate organizational, staffing,  and support issues
   7) develop short-and long-range implementation plans.

   Recommended milestones and guiding policies for each of these steps are detailed in
the report.

    Keywords                                                          .
   data consortium
    information  management system
    CIS packages
    information database

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Watershed *~*i™                                	Information Transfer Series
Contents
Disclaimer 	
Foreward	•	•	•••	'	
                                                                         ... v
Abstract	•••	•'"	
 -   '	vii
Contents	•	
                                                                          vii
List of Figures 	..:	""	

Introduction	
A Seven-Step Process for Designing an Information Management System
   Step 1:  Establish a design and implementation team	 3
   Step 2:  Survey watershed .planning partners	3
   Step 3:  Identify and prioritize data needs	4
   Step 4:  Integrate/relate existing databases and develop new databases 	5
   Step 5:  Evaluate hardware and software configurations	7
   Step 6:  Evaluation organizational, staffing, and support issues	12
   Step 7:  Develop a short- and long-term implementation plan	...14

 Recommended Milestones and Guiding Policies	—•	—.15

 Appendix A:  Definitions for Six Basic Computer System Components	-.19
 Figures
 Exhibit 1. Steps for Designing an Information System	•  1
 Exhibit 2. How Information Management Relates to a Watershed Management
    Cycle	••	'-.••'  2
 Exhibit 3. Comparison of Three User-Friendly GIS Packages	•	  8
 Exhibit 4. Comparing ARC/INFO and ArcView2 (1996) 	••	--10
 Exhibit 5. Option A-PC ArcView2	•	11
 Exhibit 6. Option B - ArcView2 X-Emulation (or X Terminal)	••12
 Exhibit 7,Option C-ArcView 2 plus ARC/INFO	--13
 Exhibits. Recommended Milestones and Guiding Policies	15
                                                                            VII

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Watershed Academy
                                                       Information Transfer Series
Introduction

   Drawing from states' watershed management experiences, this report describes the
design and development of an effective watershed management information system in a
7-step process (Exhibit 1). Although the primary audience is states, the process outlined
can also help local governments, watershed associations, and others interested in design-
ing an information system to support watershed management. Integrating and assessing
information from diverse programs, agencies, and institutions are essential in each stage
of watershed management (see Exhibit 2). This management approach begins with pub lie
outreach, moves through various stages of data gathering and interpretation, and finally
maps management strategies in a watershed action plan.

   Time invested building an information management system concurrent with develop-
ing the watershed management approach yields long-term returns. It provides a strong
foundation for management decisions, and reduces time spent collecting data and con-
verting from one computer format or language to another.

    One product of this 7-step process for information management system design is an
 information management, implementation plan. When planning, it is important to remem-
 ber that  full implementation is a long-term commitment, and will likely take years. Expe-
 rience shows that a successful program requires that staff be practical and flexible in
 meeting short-term  needs, and at the same time, be dedicated to its long-term vision.



1



1
Step 3. Identify and Prioritize Data Needs



Step 4. Integrate/Relate Existing

Step 5. Evaluate Hardware and
Databases and Develop New Databases
i
Software Configurations
1



Step 6. Evaluate Organizational

, Staffing, and Support Issues
1
1



             Exhibit 1. Steps for Designing an Information System
                                                                             7

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                                    Designing an Information Management System for Watersheds
 Review/Assess Watershed Information
 • Overlay unit coverage and potential stressors
 • Relate stress coverage to stream stretch coverage
 . Relate stress coverage to stream classification and use attainment
 • Compile/convert text files
 Evaluate/Present Information
 • Trend analysis and statistical summaries
 • Summaries of basin priorities per water quality assessment
   reports
L • CRP contractor guidance

  Prioritize Watershed Issues
  . Document/manage feedback from planning stakeholders  .
  • Maintain Matrix of priority issues and watersheds
  Formalize Monitoring and Data Collection Partnerships
  • Establish and document design and QA/QC protocols
  Identify Baseline and Strategic Sampling Locations
» * Digitize and create coverages for GIS
V.                     .^____^__^
  Metadata
  • Develop database of existing databases
  • Develop bibliography of relevant studies, reports, etc.
  Compile Relevant Water Quality Issues
  • Convert and digitize as needed
  • QA/QC and store data
  Manage Data
  • Create databases
  • Import historical data and input new data
    QA/QC
  'Assess Priority Watershed Issues
   •  Reconfigure databases for model input-sorting, relating,
     retrieving
   •  Use data to develop/apply models to further quantify
     relationships and test future conditions
   •  Generate screen displays, maps, tables, charts
   .  Delineate geographic areas for strategy development	

  /*~"'.
   Develop Strategies
   *  Identify specific goals and objectives
   •  Identify resource management options and means for
     implementation                                 .
   .  Test management options in models and evaluate effectiveness
   •  Develop matrix/rank options per goals, objectives, and cost
     effectiveness


   Prepare Draft Plan
   •  Assemble recommendations,  management strategies, schedules,
      maps, and funding mechanisms from stakeholders
  . •  Summarize information from, previous steps


  'Draft Plan Review/Hearings
      Document/manage written and oral feedback from stakeholders
      Revise plan (maps, text files,  etc.)
                                                                          Conduct Public Outreach
                                                                               and Education
                                                                                            	

                                                                       Establish Basin Goals and Priorities and
                                                                            Develop Monitoring Plan
                                                                       Implement Strategic Data Collection and\
                                                                               Monitoring Plans        )
                                                                          Compile and Maintain Detailed
                                                                          Information and Data
                                                                               Analyze and Evaluate
                                                                               Information and Data
                                                                           Quantify Impacts and Resources    J
                                                                               and Rank Watersheds        ]
                                                                          Develop Management Strategies and
                                                                                 Priority Watersheds
                                                                           Document Management Strategies   J
                                                                                and Recommendations     J
                                                                            Finalize Watershed Action Plans  J
                                                                            ——i^—8!WWff«"5*"^!?55?^r'!^"^—^^^^^
                                                                                 Implement Watershed
                                                                                Management Strategies
Exhibit 2. How Information Management Relates to a Watershed Management Cycle

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Watershed Academy_	        •'	,	Information Transfer Series
A Seven-Step Process  for  Designing an

Information Management  System



Step 1.  Establish an Information Management Design
           and Implementation Team

   A team involved in all phases of design and implementation should conduct the infor-
mation management planning process. Generally, a team should include representatives
from key stakeholder groups and staff knowledgeable about information systems. The
design and implementation team will likely evolve into a data consortium that supports
information needs throughout the initial and subsequent watershed management cycles.

   Selection of team members should consider where program and agency coordination
will be crucial to the success of watershed management and also individual knowledge of
database management technology and geographic information system (CIS). The team
should have clearly defined goals and tasks and a mechanism for providing feedback to
the watershed management group. The management group can provide additional guid-
ance for the team's efforts by developing policies (e.g., level of program interconnection
desired, cost constraints, etc.) or general conceptual models of database needs.

   Once the team is established, it should conduct a self-assessment to answer ques-
tions such as:

   ••   What is each member's skill or expertise?

   •   Are there gaps? If so, do you need an information management consultant?

   •   What else is happening that may affect our design efforts?

   After this self assessment, the team  is ready to take the next steps in designing an
 information system.


 Step 2. Survey Watershed Planning Partners

    Your water resources program probably uses information from diverse sources in  a
 myriad of electronic formats. Many state programs have general databases to support
 their programs in addition to a GIS. Staff use these general databases to analyze trends,
 assess and summarize current conditions, and generate reports-tasks that require such
 software functions as storing information,  analyzing statistics, sorting and extracting
 data, converting data, creating summary charts, and word processing. GIS, on the other
 hand, is designed for those applications with geographical references.

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                         Designing an Information Management System for Watersheds
                                          Step 2: Key Survey Questions

                                          What are your group's primary responsi-
                                          bilities  related to watershed manage-
                                          ment?
                                          What databases, maps, and geographic
                                          records do you currently use? How do
                                          you use or analyze them? Which are im-
                                          portant for watershed management?
                                          What is their current format?

                                          What map-related problems (e.g., scale
                                           and accuracy) does your group have?
                                           What priority would you give each prob-
                                           lem?
                                           In the  watershed management context,
                                           what mapping, data management, and
                                           analysis would you like to accomplish
                                           with a CIS? What functions should the
                                           GIS perform? What non-GIS functions
                                           need to be performed?

                                           What are the obstacles to developing an
                                           information  system for  the watershed
                                           management approach? How could they
                                           be overcome?
                                           What  potential sources  of funding and
                                           staff support can your group provide?

                                           What  projects might impact implementa-
                                           tion of an information system to support
                                           watershed management?
   Designing an information system to support
watershed management usually requires that
managers identify specific requirements through
a user survey. The survey can target a wide
range of divisions, departments, and agencies,
or can target representatives on the information
system design team. In any case, the survey
should include existing and potential watershed
management  partners that will use or contrib-
ute program data.

    Many state and regional agencies have de-
signed user surveys that can be drawn upon.1
States that conducted user surveys to help de-
velop an implementation plan offer the follow-
ing advice:

   ••   Get people thinking geographically in day-
       to-day business before designing specific
       analytical programs or macros.

    •   Initially focus on overlay/watershed ori-
       entation and mapping functions for the
       GIS.

    •   Delay development of expensive, custom-
       ized GIS/database application and assess-
       ment tools.

    •   Carefully set priorities on data essential
       for watershed management.

    Staff will have a better sense of what they really need when they think geographically,
 know tL time involved in using GIS, and understand the constraints of develop.no or
 acquiring certain data layers.
          »                                 '          ,         •  '

 Step  3.  Identify and  Prioritize  Data  Needs

    If you are striving for rapid implementation of watershed management, andI cost effec-
 tiveness using survey findings to distinguish essential mapping and assessment data
 f om second-priority and low-priority data is  important. Although user surveys often
 generate lengthy lists of  data needs, states have found that some base mapping cover-
 ages and analytical data are most frequently needed for watershed management.
                             1993. GIS Conceptual Design for the North Carolina Water Quality
                            '  Regional Commission. 1990. Implementation Plan for a Regional Geo-
graphic Information System.

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Watershed Academy
                                                           Information Transfer Series
   •  Geographic management units (e.g.,  river basin/watershed boundaries,  and
      subwatershed boundaries), major hydrology, major roads, and political boundaries
      (e.g., county and municipal)
   •  Sub-basin units, ambient monitoring sites, National Pollutant Discharge Elimination
      System (NPDES) permittee outfalls, US Geological Survey (USGS) flow gauging
      sites,  stream classifications, stream use information, water supply intake loca-
      tions,  regulated flow structures, primary shellfish waters, fish nurseries, closed
      shellfish waters, superfund sites, landfills, wetlands, land use/land cover, small
      area population/household estimates and projections2, slopes, soils, and stormwater
      management
    Data priorities will vary with the scope of watershed management.

    After developing data priorities, develop an
 action plan and timeline for acquiring essential
 data, starting with the initial target basins. Make
 the most of existing data, even though they may
 not be  perfect or complete, and improve data
 quality over the duration of the implementation
 plan. Delaying your watershed management pro-
 gram for 5 or more years while you develop high-
 quality data for each category is  both impractical
 and unnecessary.
  Step 4.  Integrate/Relate
              Existing Databases
              and Develop  New
              Databases

    Formalizing a data consortium is an impor-
 tant first step in integrating and relating existing
 databases. A consortium maximizes ihteragency
 talents, expertise, and resources; reduces data
 transfer and conversion headaches; and pro-
 duces higher-quality data that can lead to higher-
 quality  analyses.  Documenting  roles,
 responsibilities, and procedures extends institu-
 tional memory, which  is especially important
 during times when staff changes are common.
 The following milestones are suggested for for-
 malizing the data consortium:
Step 4: Key Questions Related to
Existing and New Databases

How often will you create additional GIS
coverages upon completion of base wa-
tershed management coverages?

How often will you update  watershed
management  data files and existing
GIS map coverages?

What map coverages are, currently used
(such as NPDES sites, landfills, and
Superfund sites)? What databases will be
related to map coverages (such as effluent
water quality  information related to an
NPDES site file or stream classification re-
lated to stream stretch file)?

What databases will not be linked or re-
lated to GIS?

How will you relate water quality and sup-
ply data to specific streams, stream, seg-
ments, and aquifers?

What is the smallest management unit you
should  have, remembering that, nesting up
is easier and more accurate than nesting
down?
How will you  relate important off-stream
watershed data (such as location of land-
fills)?
Who will be-the custodian of watershed
management data?

  2   Land use, wetlands, and population/household projections for small areas are the most difficult data to acquire at
     the high spatial resolution and accuracy needed for small areas.

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No 5	Designing an Information Management System for Watersheds

   •  Develop data transfer and quality assurance/quality control (QA/QC) protocols

   •  Evaluate data sources,  including software and language compatibility

   •  Choose key relational fields and unique identifiers

   •  Develop a detailed plan for converting, relating, integrating, and updating data-
      bases

   The fundamental question to answer in designing your database system is, "How
 connected and how centralized should it be?" Consider strengths and potential pitfalls of
 the following two database management models which are at different extremes in terms
 of connectivity and centralization. Model 1 is decentralized, but connected electronically
 Model 2 is a centralized, relational database. For each model, we have assumed that the
 state has created one or more watershed management coordinator positions and has
 developed a CIS program thatcould support multiple agencies.

    •  Model 1: Watershed management coordinators would use the state's CIS program
       to compile existing CIS databases and develop new ones; they would use EPA s
       Reach  File 3 (RF3), and  other database and spreadsheet files provided by other
       branches, departments,  and agencies. These partners would be the responsible
       custodians of  their datasets, making sure that watershed coordinators receive
       updated  files. Additionally, different divisions or departments would write chap-
       ters or sections of the  watershed management plan and provide the narrative and
       tables to the basin coordinators  in electronic format. Partners exchanging large
       files are  connected via Internet; other file exchanges are made through e-mail or
       tapes and disks.

       The strengths of Model  1 include the use of wide resources and staff who have
       incentives and insights into data QA/QC. Potential  pitfalls include the risk of nu-
       merous, incompatible  types of databases; lack of standardized file conversion and
       file transfer procedures, which creates inefficient and frustrating data exchange;
       and questionable data due to lack of overall QA/QC procedures. These pitfalls
       could be addressed through standard operating procedures that outline QA/QC,
       procedures and compatible database structures.

     •  Model 2- Watershed  management coordinators use one relational database, de-
       velop and update most watershed databases in-house, and create CIS coverages
       and conduct spatial analyses in-house, and write the watershed, management plan
       in-house. Partners transferring data are required to use uniform software and data-
       base structures; databases or files retrieved from partners are linked to the central-
        ized database.

        Strengths of Model 2 include more control over QA/QC, data documentation, and
        other procedures. Potential pitfalls include large demands on watershed manage-
        ment planning coordinators. Custodians of data and information are not as fam.l.ar
        with specific databases as program staff. Also/on-site data storage requirements
        are great, and the larger and more complex the relational database, the more likely
        that it will fail.

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      ,  ,  .   .                                           Information Transfer Series
Watershed Academy   	__;		.	-	—

   After your watershed management team has reviewed and discussed two or three
conceptual models, it should develop guidance for the information system design team.
Some decision points include:

   •  Develop goals consistent with the long-term vision for the watershed management
      information system;

   •  Develop criteria for evaluating model options;

   •  Develop a consensus conceptual model; and

   •  Identify key short-term steps to transfer, relate, and convert data for the initial
      watershed plan.


 Step 5.  Evaluate Hardware  and Software  Configurations

    In evaluating hardware  and software configurations, it is important to understand
 basic system components and some frequently used terms. These are provided in Appen-
 dix A.

 Geographic  Information Systems: A General Overview

    Evaluating existing and  future conditions in subwatershed units and targeting high-
 priority problem areas, are central to the watershed management approach. These efforts
 not only require compiling and storing tremendous volumes of information, but in many
 cases,  involve referencing the data geographically, overlaying georeferenced data for an
 entire river basin, then overlaying sub-basin boundaries for detailed analysis. Analyses are
 conducted at the sub-basin level and then aggregated to the basin level to see the overall
 picture.
     Most states use a CIS to "georeference" data types or layers, overlay layers, conduct
 spatial analysis, and generate report maps and charts. Exhibit  a compares ArcV,ew2
 Maplnfo, and Atlas GIS-three popular, user-friendly G1S packages. Technology changes
 quickly; therefore, you will need to refer to trade magazines and vendors for up-to-date
 comparisons.

 General Comparison of Arc/Info and ArcView2
     To a large degree, the decision to use a specific CIS software package should be
  based on the volume of information and the complexity of  the operations that are ex-
  pected, as well as the skills of the users. Will users require a large, regional-scale data-
  base that supports heavy use, or is the need restricted to a sing e local-scale watershed?
  Can the team afford a full-time CIS specialist, or will a small,  m.n.mally funded staff need
  to develop basic GIS survival skills?

     As GIS software has diversified, it has become possible  to trade off complexity and
  power for simplicity and a higher degree of user-friendliness.  A Qood exampte of the
  opportunity for this kind of tradeoff is illustrated by the choice between ARC/INFO, which

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Ato. 5
                              Designing an Information Management System for Watersheds
  Exhibit 3. Comparison of Three User-Friendly GIS Packages"
  8

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Watershed Academy	  Information Transfer Series

is a powerfufbut very complex UNIX-based GIS, and ArcView, which is a more easily
learned but less powerful, PC-based or UNIX-based package  from the same vendor.
Exhibit 4 compares these software packages in terms of the information management
functions each will support. Again, for up-to-date comparisons, it is recommended that
you consult trade articles and vendors.

Evaluating Three General Hardware and Software Configurations

   Step 4, Designing a Database Management Model, reviewed conceptual models for
consideration. A similar exercise is helpful in evaluating hardware and software configu-
rations The hardware and software configurations  outlined below fall at different points
on the continuum, from centralized to decentralized, and electronically connected to
disconnected. Of course, options and capabilities will change over time.

Option A
    In Option A, watershed management coordinators use PC ArcView2 , numerous data-
bases assembled from basin planning partners, and Internet connections for large file
transfers (Exhibit 5). This option is decentralized and adequate if the majority of basin
data and GIS functions will be  overlaying, selecting and viewing coverages, and design-
ing maps and charts. Option  A also requires that coordinators  have a good working
relationship with outside GIS partners to create and update map coverages, generate
color maps, and conduct GIS  spatial analysis. It also assumes that there are Internet
connections between major data partners.

    The limitations of Option A include a five-step conversion process to export ARC/INFO
 files into PC ArcView2. Also, agencies must store both UNIX and DOS copies of each file
 (which increases the complexity and cost of file management) and must install additional
 software to enable ethernet or  network communication between DOS and UNIX. Finally,
 Option A is operationally slower than other options.

 Option B
    In Option B watershed coordinators use ArcView2 run from a UNIX workstation through
 PC X-emulation or X-terminals, databases retrieved from basin planning partners, and
 Internet connections for large file transfers (Exhibit 6). Option B is suitable when the
 majority of basin data and GIS  functions will be overlaying, selecting, and viewing cover-
 ages, and designing maps and  charts. Option B also requires that the coordinators have a
 good working relationship with outside GIS partners to create and update map coverages,
 generate color maps, and conduct GIS spatial analysis.

    The main limitation  of Option B occurs if you do not already have a workstation, in
 which case this option will require additional hardware purchase and staff training on the
 UNIX system.

 Option C
    In Option C, watershed management  coordinators  would run both ARC/INFO and
 ArcView2 from a UNIX workstation through  X-emulation or X-terminals to create, up-
 date, and store most basin map coverages and databases in-house. Option C is best if the

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                               Designing an Information Management System for Watersheds
        What Both ARC/INFO &
           ArcView2 Can Do

   Identify, List: Choosing sites, displaying and
   listing information about them

   Select, Re-select: Selecting sites that  meet
   certain criteria in the relational database, dis-
   playing and listing information about them

   Display overlay: Overlaying map features to
   show their relationship on screen or print out

   Buffer  Display:  For example, showing the
   land area,  streams, landfills, etc. that fall
   within a prescribed radius or linear distance

   Import dBASE, Paradox, and other database
   files related to map coverages
   Update information/tabular databases related
   to map coverages

   Map design and generation

   Summary charts and tables
     Additional ARC/INFO Functions

•   Overlay existing coverages (through joining,
    intersecting, selecting, etc.) to create and dis-
    play new coverages

•   Overlay coverages for calculation, analysis,
    and display (for example, calculating the to-
    tal number of housing units and average hous-
    ing density per Census block group in a given
    watershed management unit)

 •   Buffer coverages for calculation, analysis, dis-
    play (for example, calculating the number of
    stream miles or land area within a certain
    linear distance or radius)

 •   Perform special functions such as network-
    ing and address matching

 •  Digitize new coverages
       Differences Between
    ArcView2 & PC ArcView2

ArcView2 and ARC/INFO are run in a UNIX
operating system environment, generally run-
ning off a UNIX workstation  [Through your
network and/or special software (X-emula-
tion), you can link a PC or X Terminal to the
UNIX Workstation, essentially running ARC/
INFO or ArcView2 off the workstation while
entering commands and viewing the results
at your PC or X Terminal.]

PC ArcView2 is generally run in a DOS envi-
ronment.

Functionally, there is no difference between
PC ArcView2 and ArcView2 run through X-
emulation, due to the differences between
the UNIX and DOS systems, however, some
key network, file management, and process-
ing differences need to be considered.

For instance, with PC ArcView2 running in a
DOS environment on a 486:

     A five-step, export-import conversion pro-
     cess is necessary to use map coverages
     or databases created in ARC/INFO (in the
     UNIX environment) (No translation/con-
     version is needed for ArcView2 using X-
     emulation on a PC or using an X-terminal).

     Must keep two updated copies of every
     file (one in DOS, one  in  UNIX-based
     environment), which makes  managing/
     storing files more complicated and expen-
     sive.
 -   Running large files off a PC is much slower
     than off the workstation (directly or
     through X-emulation).

     It is necessary to have additional ethernet
     or network software, such as PCNFS, that
     allows communication between the UNIX
     and DOS operating systems.

 -   Fewer digits are allowed in PC ArcView2
     names than in ARC/INFO and ArcView2,
     which means database structures and no-
     menclature would need to be changed in
     ARC/INFO before converting a file to PC
     ArcView2—a process that can be very
     time-consuming.
Exhibit 4: Comparing ARC/INFO and ArcView2 (1996)
10

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Watershed Academy
                                                                 Information Transfer Series
     Watershed Management Coordinators
     •PC
      - PC ArcView2
      - Various databases
     • Paradox
     • dBase
      - Text files and wordprocessing
     • File Storage - ready access
     • Post Script Laser Printer for Report
     Maps
     • Network Fileserver/Intemet Connection
External Partners*
• UNIX Workstations
  - ARC/INFO
• Pen Plotter and Electrostatic Printer for
  Color Presentation Maps .
• File Storage - ready access & large
  archives storage
•PC
  - Various databases
• Paradox
• dBase
  - Text files
• HardcopyMaps           '
• Network Fileserver/Internet
  Connections
                                                   •Assume GIS partner provide GIS coverages and other data;
                                                   other partners provide data and text files and maps ,


     Adequate if:  • Majority of watershed planning data/GIS functions are viewing, overlaying, selecting
                  coverages and designing/generating maps and charts.
                 • Most GIS map coverages are static and you only need to regularly update associated
                  databases.                                                      ,
                 • Good working relationship with a GIS/Spatial Analysis Center in creating and
                  updating map coverages and conducting special analysis.
                 • Internet connections between major partners for transferring large files.

     Limitations:  • 5-step conversion process to export ARC/INFO into PC ArcView2
                 • Copy of UNIX and DOS file increases complexity and cost of managing tiles

                 • Need additional software to allow ethernet to communicate between DOS and UNIX

  Exhibit 5. Option A - PC ArcView2
  watershed management program  needs the  full range of GIS functions
  including creating GIS coverages, and conducting special analyses, or if uniform proce-
  dures and database structures are needed (Exhibit 7).

     The limitations of Option C include higher investment in hardware and software,
  basin  planning staff and training,  duplication in  investment in basin partners  ex-
  pertise,  and GIS technology.

     After reviewing and discussing two or three conceptual models, the watershed man-
  agement team should develop specific guidance for the information system design team.
  Step 5 decision points include:

     •  Develop long-term goals.

      •  Select criteria for evaluating options.
                                                                                         11

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No. S
                               Designing an Information Management System for Watersheds
   Watershed Management Coordinators |
     UNIX Workstation
     - ArcView2
     File Storage - ready access and
     archives
     X Terminal
     - X-emulation ArcView2
     PC
     - X-emulation ArcView2
     - Various databases
       • Paradox
       • dBase
     - Text files and wordprocessing
     Postscript Laser Printer for Report
     Maps
 External Partners*
  UNIX Workstation
  - ARC/INFO
  Pen Plotter and Electrostatic Printer
  for Color Presentation Maps
  File Storage - ready access & large
  archives storage
  PC
  - Various databases
    • Paradox
    • dBase
  - Text files
  Hardcopy Maps
  Network Fileserver/Internet
   Connections

•Assume GIS partner provide GIS coverages and other
data; other partners provide data and text files and maps
   Very Strong if:  • Majority of basin planning data/GIS functions are viewing, overlaying, selecting
                  coverages and designing/generating maps and charts.
                 • Most GIS map coverages are static and you only need to regularly update
                  associated databases.                                  .      .
                 • Good working relationship with a GIS/Spatial Analysis Center in creating and
                  updating map coverages and conducting special analysis.
                 • Internet connections between major partners for transferring large files.

      Limitations:  • Requires additional hardware (workstations) and staff training.
 Exhibit 6. Option B - ArcView2 X-Emulation (or X Terminal)

     •  Design a consensus conceptual model.

     •  Identify key short-term steps that support initial basin plans.
  Step  6.   Evaluate Organizational, Staffing, and Support
               Issues
     Whether you hire new staff, reassign existing staff, or some combination, below are
  some responsibilities that should be addressed to have a smoothly running system.
     •  Watershed Management Coordinator: As watershed plans are developed the Wa-
        tershed Management Coordinator arranges meetings with Partners and stakehold-
        ers; communicates data and information needs; tracks progress of data acqu^on
        and tasks related to plan development and updates; encourages and assists with
        the integration  of data and results  across branches, d.v.s.ons departments  and
        agencies; communicates and arranges meetings with stakeholders; assembles and
   12

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Watershed Academy
                                                              Information Transfer Series
   Watershed Management Coordinators
   • UNIX Workstation
     - ARC/INFO
     - ArcView2
   • File Storage - ready access and
     archives  ..      -
     Digitizing Table •
     X Terminal
     -  X-emulation ARC/INFO and
     ArcView2
     PC
     -  X-emulation ARC/INFO and
     ArcView2
     -  one relational database (Paradox)
     -  Text files and wordprocessing
                            External Partners*
                              PC
                              - Various databases
                                • Paradox
                                • dBase
                              - Text files and word processing
                              Hardcopy maps
                              Network Fileserver/Internet
                              Connections
                             •Assume external partners would provide limited
                             databases and text files.               •
    Very Strong if:   • Watershed management program needs full ranges of GIS functions in house
                    including creating coverages and conducting special analysis.
       Limitations:
Much higher investment in additional hardware/software.
Much higher investment in additional staff and staff training.             •
Duplicates watershed management partners' expertise and investment in GIS
technology.               \         •
  Exhibit 7. Option C - ArcView2  plus ARC/INFO

        assesses comments from stakeholders; and maintains a bibliography of  basin-
        related documents and a library index of related data frtes. The coordinator a^o
        helps summarize and assess data and narrative contributed by watershed manage-
        ment partners.
         Technical Coordinator: The Technical Coor-
         dinator conveys the overall vision of water-
         shed  management technical functions;
         serves as liaison with outside agencies and
         partners; administers  overall equipment,
         staffing, training and purchasing.

         Systems Administrator: The Systems Ad-
         ministrator configures, optimizes, and main-
         tains the GIS network, peripherals, software,
         and databases. Administration includes soft-
         ware installation, operating system  up-
         grades, hardware installation, hardware and
         software troubleshooting, system back-ups,
         and security.
                                 Step 6: Key Questions Related
                                 to Organizational, Staffing, and
                                 Support Issues

                                 •   Which responsibilities should be
                                     centralized versus decentralized?

                                 •   Should we hire new staff or allo-
                                     cate additional information man-
                                     agement responsibilities to existing
                                     staff?
                                 •   Who takes the lead in marshaling
                                     resources and managing informa-
                                     tion?

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A/o. 5
Designing an Information Management System for Watersheds
   •  Database Administrator; The Database Administrator manages the creation and
      maintenance of CIS and other databases, defines and enforces QA/QC proce-
      dures, structures data sources, identifies data sources, coordinates data transla-
      tion and exchange activities, and manages access to CIS watershed management
      databases.

   •  GIS Technician: The CIS Technician enters data, manages the database, creates
      maps, generates reports, performs high level GIS functions; hardware and soft-
      ware troubleshooting.

   •  GIS Analyst/Programmer: This GIS specialist performs GIS application analysis,
      design, coding, training, and technical support as well as customizes software for
      watershed management applications.

Lessons Learned from Other States
   •  Top priority: invest in watershed management coordinator(s) and GIS/database
      technician.             ,

   •  An agency should not assign watershed management information tasks to existing
      staff on top of their existing workload and expect to meet schedules; watershed
      management staffing needs should be included explicitly in the organizational bud-
      get and workplans.

   •  These days, state and other agencies are usually facing no increase in, and often a
      decrease in resources. Therefore, implementing watershed management means
      making tough choices about allocating existing staff time to watershed manage-
      ment and decreasing staff time in other activities.

    •  Across the country, states have successfully convened watershed management
      partners to negotiate a management framework that enables them to 1) get formal
      buy-in from partners on when and how they will contribute to watershed manage-
      ment;  2) allocate  program resources  more flexibly and cost effectively; and 3)
      leverage  outside resources for information management and other activities.


 Step  7.   Develop A  Short- and Long-Range
             Implementation Plan with Realistic Funding for
             Staff, Hardware,  and Software

    Step 7 essentially pulls together the work of Steps  1-6 into a  multi-phase, 5-year
 information management system implementation plan. Key components of the plan in-
 clude:

    •  staffing (including training)

    •  hardware

    •  software

 14                            •

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... J   .   . ..   j.—,,                                                Information Transfer Series
Watershed A cademy
  Step 1. Set Up an Information Management Design and Implementation Team                    I
  .   Establish clear goals, tasks,  and schedules as well as a mechanisnffor communicating with
      the watershed planning workgroup
  .   Inventory skills and knowledge of the team and bring in other expertise as needed
  •   Inventory existing information systems to be linked to watershed planning
  •   Identify potential users of the information system
  Step 2. Survey Watershed Planning Partners
  •   For each group of users, identify primary responsibilities related to watershed planning/
      management
  •   Document relevant existing databases, maps,  and geographic records and their formats
  •   Identify data gaps
  •   Distinguish CIS and non-GIS mapping, data management, and analytical functions
   •   Identify current obstacles to developing an information system and potential solutions
   • -  Identify potential sources of funding and staff support
   •   Identify current or planned projects, that could impact implementation of an information
      system
   Step 3. Prioritize Data Needed
   •   Prioritize data need
      Create a schedule for developing or acquiring data
   Step 4. Integrate/Relate Existing Data and Develop New Data
   •   Develop and formalize data transfer standards and  QA/QC protocols
   •   Develop and formalize a plan for transferring, relating, integrating, and updating data
       Evaluate data sources (including quality and compatibility)
       Choose key database relational fields for geographic analysis
       Determine how database relational fields will  be linked to CIS hydrology and land coverages
       Determine how frequently  new CIS coverages will be created after core watershed planning
       coverages are completed
    .   Determine how frequently  watershed planning databases will be updated
    •   'Develop criteria for integrating and relating data (based on the above findings)
    •   Develop options that meet the criteria (adequate, good, very good) as well as the strengths,
       weaknesses, and cost of each option
    •   Get feedback on which option is preferred and fundable                        (continued)
  Exhibit 8. Recommended Milestones and Guiding Policies

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No. 5
                                  Designing an Information Management System for Watersheds
  (continued from previous page)
  Step 5. Evaluate Hardware and Software Configurations
  •   Identify existing plans for reconfiguring hardware and software that may impact information
      system design
  •   Determine the priority and sequence of basin planning hardware and software applications
  •   Identify existing hardware and software and how they can best be incorporated into the water-
      shed planning information system
  •   Evaluate the compatibility of operating systems (for example, transferring data between the PC
      DOS and workstation UNIX environment)
  •   Determine need for exchanging and accessing data (including network speed)
  •   Develop criteria for configuring the hardware/software/network
  -   Develop optiohs that meet the criteria {adequate, good, very good) as well as the strengths,
      weaknesses, and cost of each option
   •   Get appropriate feedback on which option is preferred and fundable
   Step 6. Evaluate Organizational Design, Staffing, and Support Issues
   •    Based on preferred hardware/software and database management models,  outline information
       management responsibilities
   •   Identify staffing needs (including hiring, reassigning, and training staff)
   -   Outline staffing options (adequate, good, very good), as well as the strengths, weaknesses,
       and cost of each option
   •   Get appropriate feedback on which option is preferred and fundable
   Step 7. Develop a Short- and Long-Range Implementation Plan
   •   Based on Steps 2-6, develop a multi-phased, 5-year plan, including
           Staffing (including training)
       -   Hardware
       -   Software
           Application development
        -   Data development, conversion, and integration
           Network/communication
    •   Include realistic funding for each component
  i1BMHMMMMBM^MMMBMMMMMMMaMH
  Exhibit 8. Recommended Milestones and Guiding Policies (continued)
   16

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                                                       Information Transfer Series
Watershed Academy    	'		______————	

   •  application development

   •  data conversion

   •  network/communication

   Experience from other states regarding the implementation plan shows that, to be
 successful it is important to remember the dynamic nature of an .mplementat.on plan
 5 e  be flexible to take advantage of emerging grant opportunities or new technolo-
 gies and address .short-term needs) at the same time that you work stead.ly^toward
 the long-term vision. Exhibit 8 suggests milestones and gu.d.ng pol.c.es for each step
 in the process.
                                                                             17

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Watershed Academy          '	Information Transfer Series
Appendix A
Definitions for Six Basic Computer System  Components

   Before comparing GIS systems and hardware/software configurations, it is important
to understand some frequently used terms. Definitions are divided into the six basic
system components:                                          .

   •  Small Bits and Bytes

   •  Processing Units

   •  Input Devices

   •  Output Devices

   •  Mass Storage Devices

   •  Communication Network Lines

   Note: Some price ranges listed below may vary by region and will change over time.
Prices are listed for conceptual perspective and should not be used for planning purposes.

Small Bits and Bytes                                                    •   ,

   A bit is the smallest unit of data stored in a digital computer and represents the state
of a binary switch {e.g. on or off, 1 or O). A byte is  the basic unit of data storage in
computers and consists of eight contiguous bits. Other common data units are a kilobyte
(KB) which is 1024 bytes, a megabyte (MB) which is 1024 kilobytes, and a gigabyte (GB)
which is  1024 megabytes.

Processing Units

   •  Microcomputers: commonly referred to as personal computers or PCS, microcom-
      puters normally support one user with a limited number of peripheral devices (e.g.,
      printer, modem, etc.). They can also fill the role of a  server (an administrative
      machine) on a network of microcomputers. A computer's memory (storage space)
      is  divided into two components: random access memory (RAM) and mass stor-
      age. Currently, the most popular PC operating systems are Windows, MacOS, and
      OS/2. Baseline PC systems that are currently available generally contain 16 MB of
      RAM and approximately 1 GB of mass storage. Such  a system typically costs
      between $1,500 and $3,500.
                                                                         19

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   5        _ Designing an Information Management System for Watersheds

  .   Workstations: usually support one user plus peripheral devices, are more powerful
      than microcomputers, and support multitasking (ability to perform more than one
      operation at a time). They are often used as network servers, graphics worksta-
      rnsTf or computational intensive tasks. The most popular operating .system .for
      workstations is UNIX,  although OS/2 and Windows can also be used. Worksta-
      tions are available in many system configurations, which can range in price from
      $10,000 to $25,000.

   •  Minicomputers: support multiple users (often up to 1 00) working on remote termi-
      nate anTaTused primarily as servers  in a network of minicomputers, works a-
      tions  and microcomputers. UNIX and VMS are the most common minicomputer
      operating sterns. Minicomputer prices vary depending on their configuration and
      manufacturer.

Input Devices
   •  Digitizing Tablets: convert analog data (e.g., maps) into digital information capable
      ofS&U into CIS and mapping software packages  W™**™^
      tor (line and point) features by tracing analog features (eg., roads, land parcels,
      and watershed boundaries) with a digital cursor and record.no *« cootrd'^'°nc»-
      tions (i e  digitized X and Y points) in a software package. D.gitiz.ng tablets ange
      In ?ze and cost from small, desktop models (12" x 12") of about $200 to large,
      tabletop models (30"  x 40") of over $3,000.

   .  Optical Scanners: convert analog data into electronic images for input into map-
      ping or image manipulation. Scanning uses a photoelectric process to ecord I data
      fnto a digital image consisting of unrelated pixels (i.e., picture elements). Scanning
      offers a more rapid means to convert analog data into digital data,  however  fea-
      ture identities are lost. Flatbed scanners, the most common type, scan up to legal
      size (8.5" x 1 4") and cost from $400 to $ 1 ,000.

 Output Devices
    Prices for output devices are based on the resolution, color, and size of the > ou Jut
 generated, and range from $300 for desktop ink jet printers to $50,000 for E-s,ze (36  x
 48") capable, electrostatic plotters.

    .  InkJet Printers: useful for low-cost, low-resolution color output. Limited to letter
       and legal size output.
       Laser Printers: useful for low-cost, high resolution,           poend
       laser printers are available at significantly increased prices. Um.ted to letter and
       legal size output.
        Pen Plotters:  useful for generating extremely high resolul for.,
        Hnework and simple features and patterns on paper sizes A (8.5 x 1 Tl ) to . E (3b
        x 48"). Limitations include a finite palette (limited color set  and  patterns) and
        susceptibility to media errors (e.g., pen artifacts in Imework and patterns, paper
        tears, pens running out of ink).
 20

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                                                        Information Transfer Series

      Ink Jet Plotters: generate high resolution, color output on paper sizes A to E.

   •   Electrostatic Plotters: generate high resolution, color output on paper sizes A to E
      (or larger). Limited by high cost of hardware.

Mass Storage Devices
   •   Disk Drives:  peripheral device storage connected to the central processing unit,
      which stores data and applications  (software) for direct access. Disk drives fall
      into three categories: hard disks (including disk arrays), floppy disks, and remov-
      able media (e.g., optical disks, Syquest cartridges, and Iomega Jaz drive cartridges).
      Removable storage capacity ranges from 1 .4 MB to 1 GB and fixed sto rage capaci-
      ties range from 400 MB to 12 GB. Disk drives range in ^^Tnn^'0^ PR
      $50 for a floppy disk drive, $200 for a 1 .2 GB hard disk, to $1 ,500 for a 2.6 GB
      removable optical hard drive. Removable media range in cost from about $ 1  for a
      floppy disk (1 .4 MB), $40 for a  Syquest cartridge (230 MB), and $200 for an
      optical rewritable media cartridge (2.6 GB).

   •   Tape Drives-  high speed data archiving devices which store data in compressed
      format on magnetic tapes. Common magnetic tape sizes are 3mm, 4mm, 8mm,
       and  9mm, with capacities ranging from 40 MB to 1 0 GB. Tape drives range ,n cost
       from about $200 for low capacity tape drives to about a $1000 for high capacity
       tape drives. Tape cost ranges from $5 for low capacity tapes to $20 for high
       capacity tapes.

   •  CD-ROM Drives: CD-ROM technology has storage capacities from 660 MB to 2.3
       GB  CD-ROM drives cost from less than $ 1 00 (for slow speed) to $400 (for high
       speed). Recordable  CD-ROM drives are also available at an increased price (about
       $ 1 ,000) to write to CD-ROMs.

 Communication Network Lines:                    •
    .  Ethernet:  communications standard used in many local ^^t^'j^'rANs)
       "undreds of protocols may be used with Ethernet, such as TCP/IP, IPX (Novel I),
       Appletalk/and DECNet. Ethernet has a throughput of approximately  10 megabits
       per second (Mbps), and may use 1 0Base-5 (thick coax), 1 0Base-2 (thin coax)  or
       1 0Base-T (twisted  pair) cable. Data transfer between sites may be accomplished
       using ISDN, frame relay, or leased lines.

    .  Integrated Services Digital Network (ISDN):  uses existing copper telephone lines
       to provide simultaneous voice and/or data communications. The Basic Rate Inter-
       face .(BRI), the most common configuration capable of supporting up ,to three
                 ,
        simultaneous voice or data "conversations", is usually not ,
        tinuous network communications. Transmission rates on ISDN vary frorr ,64 to
        1 28 Kilobits per second (Kbps). To incorporate ISDN into a LAN an ISDN outer is
        required at a" cost of approximately $1,500 to $2£00. In addition telephone
        charges for a BRI configuration range from $25 to $70 per month, plus $ 01 to
        $ 04 per  minute of use.  Flat rates are available in some areas. Fmally, Internet
        access using ISDN generally costs about $200 per month.
                                                                              27

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                            Designing an Information Management System for Watersheds

  •  Frame Relay: a cost-effective alternative to traditional leased-line connections. It
     uses technology based on the efficient switching of data packets across the net-
     work  It is less costly than the equivalent service provided by leased lines. Frame
     relay is available in capacities ranging from 56 Kbps to 1,5 Mbps. At higher capaci-
     ties frame relay will support dozens of simultaneous users. Costs for using frame
     relay include telephone charges from $175 to  $475 per month  and an on-site
     router for about $2,000. Internet access charges for frame relay range from $200
     to $800 per month, depending on the transmission rate.

  •  Leased Lines:  provide continuous point-to-point network access. They consist of
     dedicated trunk lines between user locations and telephone company central of-
     fices  Leased lines are generally available in capacities ranging from 56 Kbps to 10
      Mbps. Telephone charges vary according to the distance from the  central tele-
      phone company office and the capacity of the line. They typically range from $250
     to over $1,000 per month. On-site equipment (e.g., a router) ranges from $2,000
     to  $4,000. internet access fees range from $500 to $1,200 per month.

   In determining the appropriate communications link, the watershed partners need to
consider the extent to which real-time data access is needed; the degree of data central-
ization; existing hardware, software, and network configurations;^ available resources
Graphic-intensive applications such as  GIS  typically require a T1 line for  fast, on-line
access.
 22

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