iso/iec 11179, part 2: classification schemes jim carpenter bureau of labor statistics nancy lawler...
TRANSCRIPT
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ISO/IEC 11179, Part 2: Classification Schemes
Jim CarpenterBureau of Labor Statistics
Nancy LawlerDepartment of Defense
Open Forum on Metadata Registries 2003January 20 – 24, 2003Santa Fe, New Mexico
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Disclaimer
• Part 2 is a working draft– Significant deficiencies
• This presentation proposes a new model– Not compliant with Part 3 (International
Standard)– Strategy is to decide what is needed & then
write a compromise compliant version of Part 2– New version to be backwards compatible with
compliant version
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Thanks to many folks in the following communities that contributed ideas at this Open Forum
• Terminology Standards (TC 37, SC4)
• Statistical Community (UN Standards)
• Others in JTC1, SC 32, WG2 & WG4
Apologies if we missed some.
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Classification SchemeISO standard definition
the descriptive information for an
arrangement or division of objects
into groups based on characteristics,
which the objects have in common.
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Classification Scheme• the descriptive information for an arrangement or
division of objects into groups – information for
• a process – classifying objects
• a result – characterization of objects
• based on characteristics, which the objects have in common – Classification methods are out of scope
– Counter examples • 19th Century RR ticket fee classification (a turtle is an insect) –
The Platypus and the Mermaid: And Other Figments of the Classifying Imagination by Harriet Ritvo
• Aborigine category for “women, fire, and dangerous things” (book by same title by G. Lakoff)
• Fuzzy categories, e.g., bald men (Fuzzy set theory, Lotfi Zadeh )
utility: find & understand
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Benefits of Part 2
• Classifying administered items promotes– Understanding– Finding
• Registering classification schemes promotes– Sharing – Improving
• Classification schemes
• Systems
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Classification_Scheme_Item_Relationshiptype_description [1..1] : String
Classification_Schemeadministration_record [1..1] : Administration_Recordtype_name [1..1] : String
Classification_Scheme_Itemvalue [1..n] : Stringtype_name [0..1] : String
1..*
0..*
1..*
0..*
membership
0..*
0..*
0..*
0..*
Administered_Itemadministration_record [1..1] : Administration_Record
0..*
0..*
0..*
0..*
classification
Category concept
Item to classify
Classification RegionConformant Version
Where is the informationfor classifying?
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Classification RegionProposed Version
(tentative)
Category_Concept_Relationshiptype_description [1..1] : Stringfacet [0..1] : String( More attributes)
Classification_Schemeadministration_record [1..1] : Administration_Recordsource_artifact_type [0..1] : Artifact_Typestructure_type [1..1] : C_S_Structure_Typenotation_system [0..n] : Notation_Systemvariance_estimate_reference [0..n] : Reference Document
Category_Conceptidentifier [1..1] : Stringterm_entry [0..1] : Terminological_Entrysign_entry [0..n] : Sign_Entrytype_name [0..1] : String
1..*
0..*
1..*
0..*
membership
0..*
0..*
0..*
0..*
Administered_Itemadministered_item-administration_record [1..1] : Administration_Record
0..*
0..*
0..*
0..*
classification
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Administration Record
Category_Concept_Relationshiptype_description [1..1] : Stringfacet [0..1] : String( More attributes)
Classification_Schemeadministration_record [1..1] : Administration_Recordsource_artifact_type [0..1] : Artifact_Typestructure_type [1..1] : C_S_Structure_Typenotation_system [0..n] : Notation_Systemvariance_estimate_reference [0..n] : Reference Document
Category_Conceptidentifier [1..1] : Stringterm_entry [0..1] : Terminological_Entrysign_entry [0..n] : Sign_Entrytype_name [0..1] : String
1..*
0..*
1..*
0..*
membership
0..*
0..*
0..*
0..*
Administered_Itemadministered_item-administration_record [1..1] : Administration_Record
0..*
0..*
0..*
0..*
classification
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Attributes Inherited Through Administration Record
(No changes.)
• Terminology Attributes
• Administration Attributes
• Reference Document Attributes
• Submission Attributes
• Stewardship Attributes
• Registration Authority Attributes
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Terminology Attributes• name• preferred name (yes or no)• language identifier of name• definition • preferred definition (yes or no)• language identifier of definition• source reference• context administration record• context description• context language identifier
Designation
Definition
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Administration Attributes• item identifier• registration status• administration status• creation date• last change date• effective date• until date• change description• note & explanatory comment• unresolved issue• origin
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Reference Document Attributes
• identifier
• type description
• language identifier
• title
• organization name
• organization mail address
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Submission Attributes
• organization name
• organization mail address
• contact name
• contact title
• contact information
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Stewardship Attributes
• organization name
• organization mail address
• contact name
• contact title
• contact information
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Registration Authority Attributes
• identifier
• organization name
• organization mail address
• documentation language identifier
• registrar identifier
• registrar contact name
• registrar contact title
• registrar contact information
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Category_Concept_Relationshiptype_description [1..1] : Stringfacet [0..1] : String( More attributes)
Classification_Schemeadministration_record [1..1] : Administration_Recordsource_artifact_type [0..1] : Artifact_Typestructure_type [1..1] : C_S_Structure_Typenotation_system [0..n] : Notation_Systemvariance_estimate_reference [0..n] : Reference Document
Category_Conceptidentifier [1..1] : Stringterm_entry [0..1] : Terminological_Entrysign_entry [0..n] : Sign_Entrytype_name [0..1] : String
1..*
0..*
1..*
0..*
membership
0..*
0..*
0..*
0..*
Administered_Itemadministered_item-administration_record [1..1] : Administration_Record
0..*
0..*
0..*
0..*
classification
Other attributes in theClassification Region
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Source artifact type
Category_Concept_Relationshiptype_description [1..1] : Stringfacet [0..1] : String( More attributes)
Classification_Schemeadministration_record [1..1] : Administration_Recordsource_artifact_type [0..1] : Artifact_Typestructure_type [1..1] : C_S_Structure_Typenotation_system [0..n] : Notation_Systemvariance_estimate_reference [0..n] : Reference Document
Category_Conceptidentifier [1..1] : Stringterm_entry [0..1] : Terminological_Entrysign_entry [0..n] : Sign_Entrytype_name [0..1] : String
1..*
0..*
1..*
0..*
membership
0..*
0..*
0..*
0..*
Administered_Itemadministered_item-administration_record [1..1] : Administration_Record
0..*
0..*
0..*
0..*
classification
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Classification Scheme
Source Artifact Type• The type of artifact that contains the names
and/or definitions of each category• Suggests features of the classification
scheme, for example:– subject matter– intended use– structure– content
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Classification Scheme
Source Artifact Type
• Class type attributes:– Generic artifact type
– Standard or Product name
– XML Schema reference
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Examples of Generic Artifact Types
• key word list• thesaurus• glossary• project charter• yellow pages• product exhibit• organization chart• flow chart
• E-R model• class diagram• state diagram• activity diagram• parts diagram• taxonomy• ontology
Classification Scheme
Source Artifact Type
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• UML Class Diagram• IDEF0 Process Model• Microsoft Project activity diagram• Rational Rose class diagram• XML schema URL of tool that produced the artifact• XML scheme URL of artifact
Examples
?
Classification Scheme
Source Artifact Type
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Structure type
Category_Concept_Relationshiptype_description [1..1] : Stringfacet [0..1] : String( More attributes)
Classification_Schemeadministration_record [1..1] : Administration_Recordsource_artifact_type [0..1] : Artifact_Typestructure_type [1..1] : C_S_Structure_Typenotation_system [0..n] : Notation_Systemvariance_estimate_reference [0..n] : Reference Document
Category_Conceptidentifier [1..1] : Stringterm_entry [0..1] : Terminological_Entrysign_entry [0..n] : Sign_Entrytype_name [0..1] : String
1..*
0..*
1..*
0..*
membership
0..*
0..*
0..*
0..*
Administered_Itemadministered_item-administration_record [1..1] : Administration_Record
0..*
0..*
0..*
0..*
classification
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Classification scheme
for
classification schemes
Classification Scheme
Structure Type
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Classification Scheme
Structure Type• Relationships exist (yes or no)• Predominant relationship type• Hierarchy
– Single vs. multiple inheritance– Levels
• Graph (network)– Cyclic– Acyclic
• Other: category order, overlap, completeness
?
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• Assume MDR has a registered classification scheme for classification scheme structures.
• Classify the structure as– Classification scheme administered item
identifier– Category concept identifier
Classification Scheme
Structure TypeSelf-referential alternative
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Notation system
Category_Concept_Relationshiptype_description [1..1] : Stringfacet [0..1] : String( More attributes)
Classification_Schemeadministration_record [1..1] : Administration_Recordsource_artifact_type [0..1] : Artifact_Typestructure_type [1..1] : C_S_Structure_Typenotation_system [0..n] : Notation_Systemvariance_estimate_reference [0..n] : Reference Document
Category_Conceptidentifier [1..1] : Stringterm_entry [0..1] : Terminological_Entrysign_entry [0..n] : Sign_Entrytype_name [0..1] : String
1..*
0..*
1..*
0..*
membership
0..*
0..*
0..*
0..*
Administered_Itemadministered_item-administration_record [1..1] : Administration_Record
0..*
0..*
0..*
0..*
classification
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Classification Scheme
Notation System(Non-term signs)
• Icon
• Sound
• Animation sequence
• Formula
• others
Standards may apply
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Variance estimate
Category_Concept_Relationshiptype_description [1..1] : Stringfacet [0..1] : String( More attributes)
Classification_Schemeadministration_record [1..1] : Administration_Recordsource_artifact_type [0..1] : Artifact_Typestructure_type [1..1] : C_S_Structure_Typenotation_system [0..n] : Notation_Systemvariance_estimate_reference [0..n] : Reference Document
Category_Conceptidentifier [1..1] : Stringterm_entry [0..1] : Terminological_Entrysign_entry [0..n] : Sign_Entrytype_name [0..1] : String
1..*
0..*
1..*
0..*
membership
0..*
0..*
0..*
0..*
Administered_Itemadministered_item-administration_record [1..1] : Administration_Record
0..*
0..*
0..*
0..*
classification
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Reference Document class type– identifier– type description– language identifier– title– organization name– organization mail address
Classification Scheme
Variance Estimate Reference
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Identifier
Category_Concept_Relationshiptype_description [1..1] : Stringfacet [0..1] : String( More attributes)
Classification_Schemeadministration_record [1..1] : Administration_Recordsource_artifact_type [0..1] : Artifact_Typestructure_type [1..1] : C_S_Structure_Typenotation_system [0..n] : Notation_Systemvariance_estimate_reference [0..n] : Reference Document
Category_Conceptidentifier [1..1] : Stringterm_entry [0..1] : Terminological_Entrysign_entry [0..n] : Sign_Entrytype_name [0..1] : String
1..*
0..*
1..*
0..*
membership
0..*
0..*
0..*
0..*
Administered_Itemadministered_item-administration_record [1..1] : Administration_Record
0..*
0..*
0..*
0..*
classification
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Category Concept
Identifier
• Unique within classification scheme
• Global identifier (within MDR)– Classification scheme identifier plus– Category concept identifier
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Term Entry
Category_Concept_Relationshiptype_description [1..1] : Stringfacet [0..1] : String( More attributes)
Classification_Schemeadministration_record [1..1] : Administration_Recordsource_artifact_type [0..1] : Artifact_Typestructure_type [1..1] : C_S_Structure_Typenotation_system [0..n] : Notation_Systemvariance_estimate_reference [0..n] : Reference Document
Category_Conceptidentifier [1..1] : Stringterm_entry [0..1] : Terminological_Entrysign_entry [0..n] : Sign_Entrytype_name [0..1] : String
1..*
0..*
1..*
0..*
membership
0..*
0..*
0..*
0..*
Administered_Itemadministered_item-administration_record [1..1] : Administration_Record
0..*
0..*
0..*
0..*
classification
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Definitiondefinition_text [1..1] : Stringpreferred_definition [0..1] : True_Falsesource_reference [0..1] : Reference_Document
Terminological_Entry
Language_Sectionlanguage_identifier [1..1] : Language_Identification
Designationname [1..1] : Stringpreferred_designation [0..1] : True_False
1..1
0..*
1..1
0..*
terminological_entry_languages
1..1
0..*
1..1
0..*
name_entry
1..1
0..*
1..1
0..*
definition_entry
0..10..1
0..10..1
term_definition_pairing
May replace with ISO 16642 model:Terminology MarkupFramework
•Cardinalities are controversial.•In Part 3, Terminological Entity is a relationship between admin. item & context.•Need more than definition for classification.
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Sign Entry
Category_Concept_Relationshiptype_description [1..1] : Stringfacet [0..1] : String( More attributes)
Classification_Schemeadministration_record [1..1] : Administration_Recordsource_artifact_type [0..1] : Artifact_Typestructure_type [1..1] : C_S_Structure_Typenotation_system [0..n] : Notation_Systemvariance_estimate_reference [0..n] : Reference Document
Category_Conceptidentifier [1..1] : Stringterm_entry [0..1] : Terminological_Entrysign_entry [0..n] : Sign_Entrytype_name [0..1] : String
1..*
0..*
1..*
0..*
membership
0..*
0..*
0..*
0..*
Administered_Itemadministered_item-administration_record [1..1] : Administration_Record
0..*
0..*
0..*
0..*
classification
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• Sign Entry class type– Notation system identifier– Reference to the sign in the notation system
• Example– Category concept = White Owl– Notation system = Peterson’s Bird Calls– Sign Reference = Song of White Owl WAV
Category Concept Sign Entry
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Type Name
Category_Concept_Relationshiptype_description [1..1] : Stringfacet [0..1] : String( More attributes)
Classification_Schemeadministration_record [1..1] : Administration_Recordsource_artifact_type [0..1] : Artifact_Typestructure_type [1..1] : C_S_Structure_Typenotation_system [0..n] : Notation_Systemvariance_estimate_reference [0..n] : Reference Document
Category_Conceptidentifier [1..1] : Stringterm_entry [0..1] : Terminological_Entrysign_entry [0..n] : Sign_Entrytype_name [0..1] : String
1..*
0..*
1..*
0..*
membership
0..*
0..*
0..*
0..*
Administered_Itemadministered_item-administration_record [1..1] : Administration_Record
0..*
0..*
0..*
0..*
classification
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Category Concept
Type Name
Generic term for the type of category
associated with the classification scheme type
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Category Concept
Type Name Examples
Classification
Scheme Name
Classification Scheme Type
Category Concept Type Names
Dewey Decimal System hierarchical Subject, Discipline
International Biological Taxonomical System
Taxonomy Taxon
ISO/IEC 11179 Registry UML Model
UML Model Class
Washington DC Yellow Pages
Yellow Pages Business category, Professional category
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Category_Concept_Relationshiptype_description [1..1] : Stringfacet [0..1] : String( More attributes)
Classification_Schemeadministration_record [1..1] : Administration_Recordsource_artifact_type [0..1] : Artifact_Typestructure_type [1..1] : C_S_Structure_Typenotation_system [0..n] : Notation_Systemvariance_estimate_reference [0..n] : Reference Document
Category_Conceptidentifier [1..1] : Stringterm_entry [0..1] : Terminological_Entrysign_entry [0..n] : Sign_Entrytype_name [0..1] : String
1..*
0..*
1..*
0..*
membership
0..*
0..*
0..*
0..*
Administered_Itemadministered_item-administration_record [1..1] : Administration_Record
0..*
0..*
0..*
0..*
classification
type description
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Category Concept Relationship
Type Description
• Text describing relationship type of a category concept
• Description varies by – Type of classification scheme– Application– Each pair of category concepts
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Category Concept Relationship
Type DescriptionExamples
Classification
Scheme Name
Category Concept pair
Category Concept Relationship Type Description
Dewey Decimal System Politics & Religion
None
International Biological Taxonomical System
Homo & sapiens Subtype
ISO/IEC 11179 Registry UML Model
Classif. Scheme & Category concept
Membership
Washington DC Yellow Pages
Airport & Airport transportation
Business subtype
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Category_Concept_Relationshiptype_description [1..1] : Stringfacet [0..1] : String( More attributes)
Classification_Schemeadministration_record [1..1] : Administration_Recordsource_artifact_type [0..1] : Artifact_Typestructure_type [1..1] : C_S_Structure_Typenotation_system [0..n] : Notation_Systemvariance_estimate_reference [0..n] : Reference Document
Category_Conceptidentifier [1..1] : Stringterm_entry [0..1] : Terminological_Entrysign_entry [0..n] : Sign_Entrytype_name [0..1] : String
1..*
0..*
1..*
0..*
membership
0..*
0..*
0..*
0..*
Administered_Itemadministered_item-administration_record [1..1] : Administration_Record
0..*
0..*
0..*
0..*
classification
Facet
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Category Concept Relationship
Facet• Characteristic used to separate categories
within a category
• Other terms for facet: dimension, slot, …
• Example– Parent category: writing instrument– Facet: marking material– Child categories: chalk, ink pen, lead pencil, …
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Questions• Jim Carpenter
– [email protected]– Bureau of Labor Statistics
• Nancy Lawler– [email protected]– Department of Defense