Terminology and Identification Guide Workshop for Content

Report
Terminology and Identification
Guide Workshop for Content
Standardization Councils
ECCMA Conference
2006-10-25, 1300-1500
Peter Benson, ECCMA
Daniel King, ECCMA
Gerald Radack, CTC
Sheron Koshy, ECCMA
Wynand Nortje, Starnode
Outline
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Introduction
Consensus requirement
Content standardization councils
Guidelines for terminology
Submitting terminology to the eOTD
Tools for building terminology
Identification guides (IGs)
Tools for building IGs
Introduction
• Purpose of meeting
• Introduction of attendees
Consensus Requirement
• ISO 22745-20 states that only a
consensus organization may submit
terminology to be included in an open
technical dictionary
• A consensus organization must follow a
documented consensus process
Content Standardization Councils
• Chartered under ECCMA for specified
vertical industries
• Scope
– Specify required terminology
• Identify relevant terminology in international
standards (ISO, IEC, ASTM, AC/135, etc.)
• Develop terminology where there is a gap
identified
• Submit to ECCMA for inclusion in the eOTD
– Create identification guides
Content Standardization Councils
• Develop terminology
– Follow documented consensus process
– Document consensus
– Assign local reference to terms, definitions
and images
– Publish terminology on CSC website (e.g.,
http://www.nricsc.org, http://www.sicsc.org)
– Submit to ECCMA for inclusion in eOTD
Consensus Process for CSCs
• Should conform to ANSI Essential
Requirements: Due process requirements for
American National Standards
• The hallmarks of this process include:
– consensus by a group or “consensus body” that is
open to representatives from all materially affected
and interested parties;
– consideration of and response to comments
submitted by members of the CSC;
– availability of an appeal by any participant alleging
that these principles were not respected.
Adapted from http://www.ansi.org/about_ansi/introduction/introduction.aspx?menuid=1
Standards Related to Terminology
Development
• ISO 22745-11, Industrial automation systems
and integration — Open technical dictionaries
and their application to catalogues — Part 11:
Rules and guidelines for the formulation of
definitions of dictionary elements
• ISO 10241, International terminology standards
— Preparation and layout
• ISO 16642, Computer applications in
terminology — Terminological markup
framework
Guidelines for Terminology
• Specified in ISO 22745-11
Dictionary Entry
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Term
Definition text
Notes
Relationships to other concepts
– Includes
– Excludes
– See also
• Examples
• Images (optional)
• Source standard
Harvesting Terminology
• Request for inclusion
– Used to add terminology that is in an existing
published standard
– Required content
• Designation of the standard
• Title of the standard
• URL or location of standard (if not ISO, IEC or
ASTM standard)
• Term
Example
Example
Example
Creating Terminology
• Request for addition
• Used to request standardization of new
terminology
• Required content
– Term
– Definition text
– Identifier assigned by the creating organization
• Be sure that terminology is not already in the
eOTD or an existing standard
Example
Architecture
Identification
Scheme
has concepts
identified by
is coded using concepts in
Catalogue
conforms
to the
constraints in
Dictionary
Identification
Guide
constrains
the use of
Identification Guide (IG)
• Constrains the use of the dictionary in
catalogue data to meet the needs of a
specific buyer or group of buyers
• Developed and maintained by buyers
• Can be registered with and validated by
ECCMA
• Evolution of NATO Item Identification
Guides (IIGs)
Identification Guide Builder
• Identification Guides that are comprehensive
and detailed at design improves the data quality
of the item catalogued while the time required to
catalog the item is reduced.
Identification Guide Builder
ECCMA Tools & Services
ECCMA Repository
eOTD
eOTD Core Web Service
eOTD
IGs
IG Web Service
Mining
Telecommunica
tions
EOTD
IG Builder
Identification Guide
Class
Properties
eOTD Features
Values
Unit of Measures
Petrochemical
Owner
IG Name
Revision
eOTD
Catalog’s
IGs
Building /
Construction
IG Web Service
Design
Procurement
EGIR Web Service
Catalog Systems –
ECCMA Catbuilder,
RAMIS, CTC ,….
Telecoms
Building
Petrochemical
Mining
Creating the Identification Guide
2.
ECCMA Tools & Services
ECCMA Repository
SELECT the properties
of the class name search
eOTD
result to build your IG
eOTD Core Web Service
3.
eOTD
IGs
1.
IG Web Service
SEARCH onIGClass
Builder
Names the eOTD core links
and existing Identification
Guides (IG’s)
Telecommunica
tions
EOTD
Identification Guide
Classe
Properties
eOTD Features
Values
Unit of Measures
Petrochemical
Owner
IG Name
Revision
eOTD
Catalog’s
IG’s
Catalog Systems –
ECCMA Catbuilder,
Ramis, CTC ,….
CONSTRAIN the IG
with prescribed properties ,
UOM’s , Values , Data Types
required for the specific
application of this IG. Group
Properties to Features
Mining
Building /
Construction
IG Web Service
4.
Design
SAVE , the IG is now
available in the ECCMA
Repository for use by
Catalog Systems
Procurement
EGIR Web Service
Telecoms
Building
Petrochemical
Mining
Benefits of Identification Guides
• Standardisation of values and unit of measure data is implied by
adding constraints to the prescribed property
• Only relevant properties are included for the catalogue purpose of
the Identification Guide , e.g. Procurement Identification Guide
(Template) in the Petrochemical Industry
• Data type validations are included in the Identification Guide –
Catalogue System leverage the meta data of the IG to provide
validations
• Data Integrity is improved by adding constraints to IGs
• Process automation in catalogue systems made possible
• Time to catalogue drastically reduced e.g. only specific UOMs valid
for the specific property will be listed in the UOM drop down list box
in catalogue systems that incorporates the ECCMA IGs
IG Builder: Quick Search
• Quick Search is used to identify the class names
available in the eOTD for which IG’s can be built
• Owners that have registered Identification
Guides for Class Names are listed
• Search may be limited to display search results
of your preferred Owner / Organisation
Identification Guides
• eOTD Core Web Services API built in
• Advanced Search can optionally be activated
(Stemming, Fuzzy …)
Class Name Search Results
• Two Class name result sets are available
• eOTD Core Search Result list classes of the
eOTD
• IG Classes Search Result list Identification
Guides per Owner , IG Header information is
displayed e.g. Title , Version , Owner Reference
• Tooltips on mouse over fields to indicate the
appropriate action “Double Click to ….”
IG Builder: Constructing the IG
• Leverages previously built Identification Guide data or
eOTD links available
• Drag and Drop to select properties from data available in
the ECCMA Repository to include in the Identification
Guide
• Drag and Drop to remove properties
• Tick selections available to mark options e.g. “Required /
Mandatory”
• Add “Property” , “Feature” option to include properties
available in the eOTD not previously used on the Class
Name in the core eOTD links / Identification Guides
available
IG Builder: Adding Constraints
• Multiple Constraints can be added to a property
of the Identification Guide
• All eOTD data is available for inclusion as
constraints
• Language selection as filter option
• Popup Data Selection listboxes include search
functionality built that includes the core eOTD
web services API
• Concept Types available in listbox as option for
filtering on the eOTD (ie UOM , Value…)
Demo
• It is time to leave the theory and to create
an Identification Guide with the ECCMA lG
Builder……

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