ISO/IEC 11179, Part 2: Classification Schemes

1. ISO/IEC 11179, Part 2: Classification Schemes Jim Carpenter Bureau of Labor Statistics Nancy Lawler Department of Defense Open Forum on Metadata Registries 2003 January 20 – 24, 2003 Santa Fe, New Mexico

2. 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

3. 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.

4. the descriptive information for an arrangement or division of objects into groups based on characteristics, which the objects have in common. Classification SchemeISO standard definition

5. 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

6. Benefits of Part 2 • Classifying administered items promotes • Understanding • Finding • Registering classification schemes promotes • Sharing • Improving • Classification schemes • Systems

7. Classification Region Conformant Version Category concept Where is the information for classifying? Item to classify

8. Classification Region Proposed Version (tentative)

9. Administration Record

10. Attributes Inherited Through Administration Record(No changes.) • Terminology Attributes • Administration Attributes • Reference Document Attributes • Submission Attributes • Stewardship Attributes • Registration Authority Attributes

11. Terminology Attributes Designation • 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 Definition

12. 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

13. Reference Document Attributes • identifier • type description • language identifier • title • organization name • organization mail address

14. Submission Attributes • organization name • organization mail address • contact name • contact title • contact information

15. Stewardship Attributes • organization name • organization mail address • contact name • contact title • contact information

16. Registration Authority Attributes • identifier • organization name • organization mail address • documentation language identifier • registrar identifier • registrar contact name • registrar contact title • registrar contact information

17. Other attributes in the Classification Region

18. Source artifact type

19. Classification SchemeSource 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

20. Classification SchemeSource Artifact Type • Class type attributes: • Generic artifact type • Standard or Product name • XML Schema reference

21. 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 SchemeSource Artifact Type Examples of Generic Artifact Types

22. Classification SchemeSource Artifact Type Examples • 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 ?

23. Structure type

24. Classification SchemeStructure Type Classification scheme for classification schemes

25. ? Classification SchemeStructure Type • Relationships exist (yes or no) • Predominant relationship type • Hierarchy • Single vs. multiple inheritance • Levels • Graph (network) • Cyclic • Acyclic • Other: category order, overlap, completeness

26. Classification SchemeStructure TypeSelf-referential alternative • Assume MDR has a registered classification scheme for classification scheme structures. • Classify the structure as • Classification scheme administered item identifier • Category concept identifier

27. Notation system

28. Classification SchemeNotation System(Non-term signs) • Icon • Sound • Animation sequence • Formula • others Standards may apply

29. Variance estimate

30. Classification SchemeVariance Estimate Reference Reference Document class type • identifier • type description • language identifier • title • organization name • organization mail address

31. Identifier

32. Category Concept Identifier • Unique within classification scheme • Global identifier (within MDR) • Classification scheme identifier • plus • Category concept identifier

33. Term Entry

34. May replace with ISO 16642 model: Terminology Markup Framework • Cardinalities are controversial. • In Part 3, Terminological Entity is a relationship between admin. item & context. • Need more than definition for classification.

35. Sign Entry

36. Category ConceptSign Entry • 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

37. Type Name

38. Category ConceptType Name Generic term for the type of category associated with the classification scheme type

39. Category ConceptType NameExamples

40. type description

41. Category Concept RelationshipType Description • Text describing relationship type of a category concept • Description varies by • Type of classification scheme • Application • Each pair of category concepts

42. Category Concept RelationshipType DescriptionExamples

43. Facet

44. Category Concept RelationshipFacet • 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, …

45. Questions • Jim Carpenter • CarpenterJ@BLS.GOV • Bureau of Labor Statistics • Nancy Lawler • NKLawler@earthlink.net • Department of Defense