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CORE ESSnet
(COmmon Reference Environment)
       progress report

                       Carlo Vaccari
                        Istat - Italy



MSIS Meeting - Luxembourg May 23-25 2011   1
Outline
   Introduction and history
   CORE objectives
   CORE where we are
     Architecture implementation
     Information model

   CORE and SDMX
   CORE and GSIM

MSIS Meeting - Luxembourg May 23-25 2011   2
CORA ESSnet

    Financed by Eurostat under 2009
    Statistical Workprogramme
    Countries involved: it (coordinator),
    ch, dk, lv, nl, no, se
    Duration: October 2009 - October
    2010
MSIS Meeting - Luxembourg May 23-25 2011   3
CORA Technical
            Architecture
   CORA Model: two dimensions
           Functional dimension
           Construction dimension

   Functional dimension
       Adoption of GSBPM 4.0
       9 subprocesses of level 2
    1
               2       3        4          5         6           7           8         9
 Specify
             Design   Build   Collect   Process   Analyse   Disseminate   Archive   Evaluate
  Needs




MSIS Meeting - Luxembourg May 23-25 2011                                            4
Construction Dimension:
        Layers
                      A domain of interest documented by
         Figures
                      statistical products
       Time Series     Statistical series over time

                       Integrated or simple statistical product for a
         Statistic     given time

        Population     A population at a given time

           Unit       A statistical unit at a given time

         Variable      A statistical variable at a given time

                       A logical representation of the value of a
          Value
                       variable




MSIS Meeting - Luxembourg May 23-25 2011                                5
CORA Model Grid




     Statistical processes compliant to CORA model are
     intended to be designed by statisticians
MSIS Meeting - Luxembourg May 23-25 2011        6
After CORA…CORE!


    COmmon Reference Environment (CORE),
    financed by Eurostat under 2010
    Statistical Workprogramme
    Countries involved: it (coordinator), fr, nl,
    no, pt, se
    Duration: December 2010 - January 2012


MSIS Meeting - Luxembourg May 23-25 2011       7
CORE Principal
        Outcomes

   Environment for the definition and
 execution of statistical processes
       Definition of a process in terms of
       services selected from an available
       repository
       Execution of the composed workflow


MSIS Meeting - Luxembourg May 23-25 2011     8
CORE Outcomes:
        Design


    CORA model → CORA information
    model
    Design of CORE services and
    processes



MSIS Meeting - Luxembourg May 23-25 2011   9
CORE Outcomes:
               Implementation

   Selection of available middleware solutions for
 process execution
   Realization of an environment able to permit the
 execution of processes:
      Interfaces (GUIs) for defining CORE processes for
     statistical users
      Integration APIs
      Repository of integration layers

MSIS Meeting - Luxembourg May 23-25 2011                  10
CORE Outcomes:
        Testing

    Realization of processes starting from
    services implementing some GSBPM phase
    Evaluation of costs related to integration
    Prototype implementation (to be
    engineered)



MSIS Meeting - Luxembourg May 23-25 2011     11
CORE Architecture (1)

 GUIs to support modelling of CORE processes
 according to the CORA grid
          Modeling & control flow constructs
          Drag & drop facilities for process design
          Global schema
          Implementation: we are evaluating the usage of
          an open process editor tool (Oryx -
          http://bpt.hpi.uni-potsdam.de/Oryx/WebHome )


MSIS Meeting - Luxembourg May 23-25 2011              12
CORE Architecture (2)
 Process Runtime
      Controlled execution of services
      Implementation: integration of existing workflow
     solutions, currently in evaluation phase
 Service Runtime
      Integration APIs (in-out data transformation)
      Service execution
      Implementation: CSV and SQL data
     transformations are currently being implemented
  Service Repository
      Deployment of services
MSIS Meeting - Luxembourg May 23-25 2011               13
CORE Information Model (1)


   First draft of CORE information model
         Del. 2.1 released: requirements for the
        model of the interface through which
        statistical services will communicate
         Information Model to be released,
        currently in discussion phase


MSIS Meeting - Luxembourg May 23-25 2011        14
CORE Information Model (2)


   Design Principles (in discussion):
      Rectangular data sets (rows & columns)
      Strong typing (data, rules, parameters)
      Dataset kinds (eg micro/aggreg)
      Free-style arguments (eg scripts tool
     dependent)
      Other (service arguments and infos)
MSIS Meeting - Luxembourg May 23-25 2011      15
CORE and SDMX

   Both initiatives foster standardization
   CORE
     Focus on standardization of processes and data
     exchanges (mainly) intra-NSI

   SDMX
     Focus on standardization of processes and data
     exchanges (mainly) inter-NSIs (or between NSIs
     and international organizations)

MSIS Meeting - Luxembourg May 23-25 2011         16
CORE and SDMX - 2


   CORE
     Focus on all phases of statistical processes
     Both micro and macro data considered

   SDMX
     Focus (mainly) on dissemination phase
     Mainly macro data considered



MSIS Meeting - Luxembourg May 23-25 2011      17
Information Model

   Both propose an information model
   CORE information model
     Takes explicitly process dimension into account
     through GSBPM
     Data dimension

    SDMX information model
     Mainly focused on data dimension

MSIS Meeting - Luxembourg May 23-25 2011         18
CORA Information
                                             Model
                                            Service           +belongs_to Layer
                                                                           level
                                                          +contains
                                               1
                                                   +implements                   +belongs_to
                                               n
                                           Constructor
                                           prescript                             +has
                                                                    +input   Element
                                                                        n
                                                                                      n
              output.belongs_to.level =
              input.belongs_to.level + 1        +output n
                                                       Construct                          Object


                                                                   +represented_by
                                                                                  1
           Figure       Time series         Statistic         Population       Unit        Variable




MSIS Meeting - Luxembourg May 23-25 2011                                                              19
SDMX Data & Metadata Information
                              Model
                              Data or Metadata
                                 Structure
                                 Definition
                           uses specific
                           data or
                           metadata                                             can have child
                           structure                                              categories
                                                  can be linked with
 Data or                            Data or       categories from multiple
                                                  category schemes
Metadata                           Metadata                                  Category
  Set       conforms to business     Flow
            rules of the data or
            metadata flow                                            comprised
                                           can get data              of subject
                                           from multiple             or reporting
                                           data providers            categories

  Data                              Provision                                Category
 Provider                          Agreement                                 Scheme



MSIS Meeting - Luxembourg May 23-25 2011                                              20
On Information Models

   Different abstraction levels
   CORE
     “Higher” modelling level
     E.g.: statistics as tabular data

   SDMX
     “Lower” modeling level
     E.g.: aggregated data set with dimensions, attributes
     and measures

MSIS Meeting - Luxembourg May 23-25 2011              21
Open Issues - 1


 Can we use SDMX for micro and macro
       data exchanges in a CORE process?
          Need for mapping of information
          models




MSIS Meeting - Luxembourg May 23-25 2011    22
On-Going Work - 1


    CORE implementation scenario within
    Istat
    Main phases: Sample selection and
    allocation
    CORE wrapping of available SAS and
    R procedures
MSIS Meeting - Luxembourg May 23-25 2011   23
On-Going Work - 2


    Design and implementation of CORE
    Integration APIs
    Possible in/out SDMX translations
                           CORE TOOL



    SDMX            IAPI    TOOL       IAPI   SDMX




MSIS Meeting - Luxembourg May 23-25 2011             24
Open Issues - 2

 What about metadata?
     CORE: Data and metadata managed in the
     same way
     SDMX:
       Distinction between structural metadata and
       reference metadata
       Dedicated effort for metadata management

MSIS Meeting - Luxembourg May 23-25 2011          25
Collaboration between
              CORE/SDMX ESSnets

    CORE planned deliverable on “Feedbacks
    on SDMX Usage in CORE”
    Periodical meetings inside Istat between
    coordinators of the two ESSnets
    Exchanges of resources between the two
    ESSnets


MSIS Meeting - Luxembourg May 23-25 2011   26
CORE and GSIM

      GSIM: Generic Statistical Information Model
      deliverable from OCMIMF Operationalising a
      Common Metadata/Information Management
      Framework activity inside Statistical Network
      Ambiguity on the acronym: reference to
      “generic statistical information model” in CORE
      ESSnet proposal
      In March started activity to clarify relationships
      (thanks to J.P.Kent and A.Hamilton)

MSIS Meeting - Luxembourg May 23-25 2011             27
CORE and GSIM

   First analysis and discussions: the deliverables
 from the two initiatives are complementary in
 intent and do not overlap in concept


   Necessary to avoid gaps and/or duplications
 and ensure the complementary relationship




MSIS Meeting - Luxembourg May 23-25 2011       28
CORE Information
         Model
 CORE will define a very generic information model
 (CORE-IM) for the interface through which statistical
 services will communicate with each other within
 the framework of the CORA model


 As a communication protocol, CORE-IM focuses on
 the “postal envelope” used when passing
 information between services, rather than focusing
 in detail on the information being communicated (ie
 what is inside)
MSIS Meeting - Luxembourg May 23-25 2011          29
CORE and GSIM

 CORE-IM current hypothesis: to support a flag to
 indicate if the information being communicated is
 described within GSIM


 → without claiming to align the semantics of the
 content (eg, “classification”), but only to alert a
 consuming service which “understands” GSIM that
 it can relate the content to GSIM


MSIS Meeting - Luxembourg May 23-25 2011               30
Complementary nature
 CORE-IM supporting semantic interoperability at a
 very high, abstract level (“here is an information
 object, along with the ‘envelope’ information about
 it”) where GSIM can provide greater semantic
 precision to a subset of information objects
 communicated using CORE


  CORE supporting communication between services
   → substantial interoperability benefits
  Information aligned with GSIM semantics

MSIS → further level of interoperability
     Meeting - Luxembourg May 23-25 2011         31
Complementary nature
 GSBPM reference model for statistical business
 processes
 GSIM reference model for information input to, used
 by and produced by those processes

 Models are independent → it's possible to use one
 without the other

 CORE-IM recognizes and uses GSBPM and (hopefully)
 will do the same with regard to GSIM, giving them a
 potential contact point


MSIS Meeting - Luxembourg May 23-25 2011          32
Coordination in
                         practice
 Need to maximize the extent to which these
 synergies are achieved in practice:
  Members in common (no, se)
  ABS leader for the OCMIMF and observer in CORE
  CORE members external reviewers for GSIM
 material
  CORE WP2 “co-ordination input” from the OCMIMF
 collaboration team in regard to deliverables
  Half day session at METIS workshop (October)
 presenting CORE and OCMIMF works to external
 metadata specialists
  Common documents in preparation
  ...
MSIS Meeting - Luxembourg May 23-25 2011     33

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CORE ESSnet Report @MSIS 2011

  • 1. CORE ESSnet (COmmon Reference Environment) progress report Carlo Vaccari Istat - Italy MSIS Meeting - Luxembourg May 23-25 2011 1
  • 2. Outline Introduction and history CORE objectives CORE where we are Architecture implementation Information model CORE and SDMX CORE and GSIM MSIS Meeting - Luxembourg May 23-25 2011 2
  • 3. CORA ESSnet Financed by Eurostat under 2009 Statistical Workprogramme Countries involved: it (coordinator), ch, dk, lv, nl, no, se Duration: October 2009 - October 2010 MSIS Meeting - Luxembourg May 23-25 2011 3
  • 4. CORA Technical Architecture CORA Model: two dimensions Functional dimension Construction dimension Functional dimension Adoption of GSBPM 4.0 9 subprocesses of level 2 1 2 3 4 5 6 7 8 9 Specify Design Build Collect Process Analyse Disseminate Archive Evaluate Needs MSIS Meeting - Luxembourg May 23-25 2011 4
  • 5. Construction Dimension: Layers A domain of interest documented by Figures statistical products Time Series Statistical series over time Integrated or simple statistical product for a Statistic given time Population A population at a given time Unit A statistical unit at a given time Variable A statistical variable at a given time A logical representation of the value of a Value variable MSIS Meeting - Luxembourg May 23-25 2011 5
  • 6. CORA Model Grid Statistical processes compliant to CORA model are intended to be designed by statisticians MSIS Meeting - Luxembourg May 23-25 2011 6
  • 7. After CORA…CORE! COmmon Reference Environment (CORE), financed by Eurostat under 2010 Statistical Workprogramme Countries involved: it (coordinator), fr, nl, no, pt, se Duration: December 2010 - January 2012 MSIS Meeting - Luxembourg May 23-25 2011 7
  • 8. CORE Principal Outcomes Environment for the definition and execution of statistical processes Definition of a process in terms of services selected from an available repository Execution of the composed workflow MSIS Meeting - Luxembourg May 23-25 2011 8
  • 9. CORE Outcomes: Design CORA model → CORA information model Design of CORE services and processes MSIS Meeting - Luxembourg May 23-25 2011 9
  • 10. CORE Outcomes: Implementation Selection of available middleware solutions for process execution Realization of an environment able to permit the execution of processes: Interfaces (GUIs) for defining CORE processes for statistical users Integration APIs Repository of integration layers MSIS Meeting - Luxembourg May 23-25 2011 10
  • 11. CORE Outcomes: Testing Realization of processes starting from services implementing some GSBPM phase Evaluation of costs related to integration Prototype implementation (to be engineered) MSIS Meeting - Luxembourg May 23-25 2011 11
  • 12. CORE Architecture (1) GUIs to support modelling of CORE processes according to the CORA grid Modeling & control flow constructs Drag & drop facilities for process design Global schema Implementation: we are evaluating the usage of an open process editor tool (Oryx - http://bpt.hpi.uni-potsdam.de/Oryx/WebHome ) MSIS Meeting - Luxembourg May 23-25 2011 12
  • 13. CORE Architecture (2) Process Runtime Controlled execution of services Implementation: integration of existing workflow solutions, currently in evaluation phase Service Runtime Integration APIs (in-out data transformation) Service execution Implementation: CSV and SQL data transformations are currently being implemented Service Repository Deployment of services MSIS Meeting - Luxembourg May 23-25 2011 13
  • 14. CORE Information Model (1) First draft of CORE information model Del. 2.1 released: requirements for the model of the interface through which statistical services will communicate Information Model to be released, currently in discussion phase MSIS Meeting - Luxembourg May 23-25 2011 14
  • 15. CORE Information Model (2) Design Principles (in discussion): Rectangular data sets (rows & columns) Strong typing (data, rules, parameters) Dataset kinds (eg micro/aggreg) Free-style arguments (eg scripts tool dependent) Other (service arguments and infos) MSIS Meeting - Luxembourg May 23-25 2011 15
  • 16. CORE and SDMX Both initiatives foster standardization CORE Focus on standardization of processes and data exchanges (mainly) intra-NSI SDMX Focus on standardization of processes and data exchanges (mainly) inter-NSIs (or between NSIs and international organizations) MSIS Meeting - Luxembourg May 23-25 2011 16
  • 17. CORE and SDMX - 2 CORE Focus on all phases of statistical processes Both micro and macro data considered SDMX Focus (mainly) on dissemination phase Mainly macro data considered MSIS Meeting - Luxembourg May 23-25 2011 17
  • 18. Information Model Both propose an information model CORE information model Takes explicitly process dimension into account through GSBPM Data dimension SDMX information model Mainly focused on data dimension MSIS Meeting - Luxembourg May 23-25 2011 18
  • 19. CORA Information Model Service +belongs_to Layer level +contains 1 +implements +belongs_to n Constructor prescript +has +input Element n n output.belongs_to.level = input.belongs_to.level + 1 +output n Construct Object +represented_by 1 Figure Time series Statistic Population Unit Variable MSIS Meeting - Luxembourg May 23-25 2011 19
  • 20. SDMX Data & Metadata Information Model Data or Metadata Structure Definition uses specific data or metadata can have child structure categories can be linked with Data or Data or categories from multiple category schemes Metadata Metadata Category Set conforms to business Flow rules of the data or metadata flow comprised can get data of subject from multiple or reporting data providers categories Data Provision Category Provider Agreement Scheme MSIS Meeting - Luxembourg May 23-25 2011 20
  • 21. On Information Models Different abstraction levels CORE “Higher” modelling level E.g.: statistics as tabular data SDMX “Lower” modeling level E.g.: aggregated data set with dimensions, attributes and measures MSIS Meeting - Luxembourg May 23-25 2011 21
  • 22. Open Issues - 1 Can we use SDMX for micro and macro data exchanges in a CORE process? Need for mapping of information models MSIS Meeting - Luxembourg May 23-25 2011 22
  • 23. On-Going Work - 1 CORE implementation scenario within Istat Main phases: Sample selection and allocation CORE wrapping of available SAS and R procedures MSIS Meeting - Luxembourg May 23-25 2011 23
  • 24. On-Going Work - 2 Design and implementation of CORE Integration APIs Possible in/out SDMX translations CORE TOOL SDMX IAPI TOOL IAPI SDMX MSIS Meeting - Luxembourg May 23-25 2011 24
  • 25. Open Issues - 2 What about metadata? CORE: Data and metadata managed in the same way SDMX: Distinction between structural metadata and reference metadata Dedicated effort for metadata management MSIS Meeting - Luxembourg May 23-25 2011 25
  • 26. Collaboration between CORE/SDMX ESSnets CORE planned deliverable on “Feedbacks on SDMX Usage in CORE” Periodical meetings inside Istat between coordinators of the two ESSnets Exchanges of resources between the two ESSnets MSIS Meeting - Luxembourg May 23-25 2011 26
  • 27. CORE and GSIM GSIM: Generic Statistical Information Model deliverable from OCMIMF Operationalising a Common Metadata/Information Management Framework activity inside Statistical Network Ambiguity on the acronym: reference to “generic statistical information model” in CORE ESSnet proposal In March started activity to clarify relationships (thanks to J.P.Kent and A.Hamilton) MSIS Meeting - Luxembourg May 23-25 2011 27
  • 28. CORE and GSIM First analysis and discussions: the deliverables from the two initiatives are complementary in intent and do not overlap in concept Necessary to avoid gaps and/or duplications and ensure the complementary relationship MSIS Meeting - Luxembourg May 23-25 2011 28
  • 29. CORE Information Model CORE will define a very generic information model (CORE-IM) for the interface through which statistical services will communicate with each other within the framework of the CORA model As a communication protocol, CORE-IM focuses on the “postal envelope” used when passing information between services, rather than focusing in detail on the information being communicated (ie what is inside) MSIS Meeting - Luxembourg May 23-25 2011 29
  • 30. CORE and GSIM CORE-IM current hypothesis: to support a flag to indicate if the information being communicated is described within GSIM → without claiming to align the semantics of the content (eg, “classification”), but only to alert a consuming service which “understands” GSIM that it can relate the content to GSIM MSIS Meeting - Luxembourg May 23-25 2011 30
  • 31. Complementary nature CORE-IM supporting semantic interoperability at a very high, abstract level (“here is an information object, along with the ‘envelope’ information about it”) where GSIM can provide greater semantic precision to a subset of information objects communicated using CORE CORE supporting communication between services → substantial interoperability benefits Information aligned with GSIM semantics MSIS → further level of interoperability Meeting - Luxembourg May 23-25 2011 31
  • 32. Complementary nature GSBPM reference model for statistical business processes GSIM reference model for information input to, used by and produced by those processes Models are independent → it's possible to use one without the other CORE-IM recognizes and uses GSBPM and (hopefully) will do the same with regard to GSIM, giving them a potential contact point MSIS Meeting - Luxembourg May 23-25 2011 32
  • 33. Coordination in practice Need to maximize the extent to which these synergies are achieved in practice: Members in common (no, se) ABS leader for the OCMIMF and observer in CORE CORE members external reviewers for GSIM material CORE WP2 “co-ordination input” from the OCMIMF collaboration team in regard to deliverables Half day session at METIS workshop (October) presenting CORE and OCMIMF works to external metadata specialists Common documents in preparation ... MSIS Meeting - Luxembourg May 23-25 2011 33