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Semantische interoperabiliteit met behulp van een bedrijfsbrede taxonomie Wat kunnen we leren van IBM’s  IFW Business Data Concepts Classification R. Claassens, 28-01-2005 Master Class, Information Management 19 (2004), Tias Business School, Tilburg
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Down- load file Down- load file Down- load file Screen scrape Screen scrape Browser HTTP/XML Trans- action file Trans- action file Trans- action file Trans- action file Message queue Message queue Message queue FTP Sockets E-mail Message XML/ HTTP Gateway RPC CICS gateway APPC SMTP CICS gateway ORB Applications From Mergers and Acquisitions Legacy  Applications Purchased Packages Applications in Trading Partners E-Marketplaces End-User Development Autonomous Divisions Outsourced and ASP Applications Situatieschets “ Jaguar” “ Geautomatiseerde systemen worden steeds meer samengesteld uit delen gedistribueerde functionaliteit die vaak onafhankelijk van elkaar ontwikkeld zijn, die zich op verschillende platforms bevinden en die zich in principe overal kunnen bevinden.   Focus : semantische interoperabiliteit/integratie binnen het bedrijf   Jaguar?
Stands for Refers to Symbolize ,[object Object],[object Object],[object Object],[object Object],[object Object],“ Jaguar” 1) The Meaning Triangle (Odgen, Richards, 1923) 2) Example of the ambiguity of symbols ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],(Based on  Ogden & Richards, 1923) Probleemschets before: Frege, Peirce; see (Sowa 2000)
[object Object],Human Agent 1 (HA1) Human Agent 2 (HA2) exchange signs, e.g. nat. language ‘‘ JAGUAR“ Internal models Formal models exchange signs, e.g. protocols MA1 HA1 HA2 MA2 a specific  domain, e.g. animals Machine Agent 1 (MA1) Machine Agent 2 (MA2) (H2H)  (H2A),(H2A2H),(A2H)  (A2A)  = flow of communication and also the flow of semantics (H2H)  (H2A),(H2A2H),(A2H)  (A2A)  Human to human Human to application Application to human Application to application Things in the real world Concepts /  Semantic structures Symbols / Syntactic structures The Meaning Triangle & (Based on Maedche, 2002) Probleemschets Stands for Refers to Symbolize Symbol Referent  Concept
1 2 3 4 5 6 1 2 3 4 5
[object Object],Human Agent 1 (HA1) Human Agent 2 (HA2) exchange signs, e.g. nat. language ‘‘ JAGUAR“ Internal models Formal models exchange signs, e.g. protocols HA1 MA2 a specific  domain, e.g. animals Machine Agent 1 (MA1) Machine Agent 2 (MA2) Ontology Description Ontology Formal Semantics =The ontological commitment refers to agreements on the use of the shared vocabulary by the agents committed to the ontology Things in the real world Concepts /  Semantic structures Symbols / Syntactic structures The Meaning Triangle commit MA1 commit commit commit HA2 commit (Based on Maedche, 2002) Oplossingsrichting : ontology Stands for Refers to Symbolize Symbol Referent  Concept
[object Object],[object Object],[object Object],[object Object],Ontology Comes from Borrowed by Used in  Ontology (Based on Guarino, 1998) Research fields Knowledge engineering Knowledge representation Qualitative modeling Language engineering Information modeling Information integration Knowledge management and organization Database design Agent based system design Information systems Enterprise integration Natural language translation Medicine Mechanical engineering Standardization of product knowledge Electronic commerce Geographic information systems  Legal information systems  Biological information systems
Stands for Refers to Symbolize Symbol Referent  Concept  1)The Meaning Triangle Ontology Philosophical viewpoint Computer science viewpoint An ontology is an explicit specification of a shared conceptualisation (Gruber 1995) An ontology is a shared understanding of some domain of interest.  (Uschold et al. 1996) ... philosophical discipline, branch of philosophy that deals with the nature and the organisation of reality.”  (Guarino 1998) 2) Utmost views on ontology
philoso-phical ontology pragmatic ontology top level ontology universal ontology domain specific ontology general ontology task specific ontology task inde-pendant ontology language inde-pendant ontology language inde- pendant ontology formal ontology not formal onto-logy VIEW specific ontology LEVEL SUBJECT PURPOSE LANGUAGE FORMALIZING application specific ontology Guarino, Nicola (1998). Formal Ontology and Information Systems,. In:  Formal Ontology in Information Systems, Proceedings of the First International Conference (FOIS'98) , June 6-8, Trento, Italy, 3-15. Ed. Nicola Guarino. Amsterdam: IOS Press. Bodil Nistrup Madsen (2002), based on a.o.: ontology Ontology
Ontologieën: een spectrum Catalog Terms/glossary Thesauri (“narrower term” relation) Informal “is-a” hierarchy Formal “is-a” hierarchy Formal instance Frames (properties) Value restrictions Disjointness,  inverse, equivalence, etc. General logical constraints Ontologies Dewey Decimal System Data dictionary Yahoo directory Biological taxonomy, RDB schema, OODB schema XML schema CLOS, C++, Java, RDF UML DAML+ OIL (OWL) DAML-L (rules), KIF Text search engine thesauri Taxonomies Expressiveness vlgns Deborah McGuinness *based on AAAI ’99 Ontologies panel – McGuinness, Welty, Ushold, Gruninger, Lehmann
Ontologieën: bedrijfbrede interoperatibility  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Functionality/scoop Levels Of generality Narrower Wider Lower Higher “ Traditional Modeling” “ Ontology  Based Modeling” ( Partridge , 1998) Goals
English Prose Poetry Sonnet Ballad German Prose Poetry Sonnet Ballad French Prose Poetry Sonnet Ballad   To illustrate the differences between faceted and enumerative classifications, consider the class Literature. In an enumerative scheme we might have the following subclasses: Language facet : English German French Form facet : Prose Poetry Sonnet Ballad In a faceted scheme we might have the following instructions and subclasses: Language facet is cited before form facet Citation order: Faceted classification a  Library discipline Ranganathan 1939
Postulated Ontology Synthesized Clusters Ontology is  modified based on how it maps to discovered clusters x s t u v w D F E B C A Clusters are mapped to ontology 2) Bottom-up 3) Revising & validating 1) Top-down R. Prieto-D í az (2002)  a faceted Approach to building Ontology's
The Information Framework ,[object Object],[object Object],[object Object],[object Object],[object Object],(Modelware International, 1999)  III) Technical View II) Business View I) Organisation View Structure Skills Strategy Data Functions Workflow Solutions Interface Networks Platform Domain  Concept (A-level) Domain  Classification (B-level) Generic Template (C-level) Design Context (C’-level) Operational Bound (D-level) Deconstruction level Composition level Implementation level Types of infomation Levels of constraint Business Data Concepts Classification =
IFW Framework -3 Layers of the data column Deconstruction level Composition level Implementation level Conceptual Logical  Physical   A-level B-level C-level & C’-level D-level 9 data concepts 27 classification hierarchies 54 business objects (Modelware International, 1999)  Involved Party (IP) Arrangement (AR) Conditions (CN) Product (PD) Location (LO) Classification (CL) Business Direction Item (BD) Event (EV) Resource Item (RI)
Involved Party(IP) INVOLVED PARTY TYPE Individual INDIVIDUAL GENDER Female Male Organization ORGANIZATION  LEGAL STRUCTURE TYPE Corporation Partnership IP Descriptor IP  DESCRIPTOR TYPE IPName component IP  NAME COMPONENT TYPE Given Name Name Initial Family name IP Relationship IP  RELATIONSHIP TYPE IP/IP-relationship IP/IP RELATIONSHIP TYPE IP is spouse of IP IP is employee of IP IP is customer of IP INDIVIDUAL EMPLOYMENT STATUS Working Individual Not Employed Individual 1. Fundamental hierarchy  2. Descriptive hierarchy  3. Relationship hierarchy  Answer(s)  Question  = + scheme Explanation of the B-level - Concept Involved party (IP) (Modelware International, 1999)
The Information Framework ,[object Object],[object Object],[object Object],[object Object],[object Object],(Modelware International, 1999)  III) Technical View II) Business View I) Organisation View Structure Skills Strategy Data Functions Workflow Solutions Interface Networks Platform Domain  Concept (A-level) Domain  Classification (B-level) Generic Template (C-level) Design Context (C’-level) Operational Bound (D-level) Deconstruction level Composition level Implementation level ORM ORM ORM ORM ORM ORM DM DM DM OM DW OM DW FM FM WM OM OM WM WM WM OM OM OM Types of infomation Levels of constraint DM = Financial Services Data Model ORM = Financial Services Organization Model DW  = Data Warehouse WM = Financial Services Workflow Model FM = Financial Services Function Model OM  = Financial Services Object Model Content Models:
[object Object],Infor- mational Strategic Transactional Infrastructure ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Positionering van de investering in taxonomieën -Information investment portfolio- Based on (Weill, P. & Broadbent, M. 1998)
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Conclusies IFW Business Data Concept Classification
Advies IFW Business Data Concept Classification Mocht een bedrijf ervoor kiezen om een bedrijfsbrede taxonomie te gaan opzetten, dan is het advies om de “best practices” van IBM’s IFW Business Data Concepts Classification in ieder geval te bestuderen en eventueel over te nemen.

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Semantische interoperabiliteit met behulp van een bedrijfsbrede taxonomie

  • 1. Semantische interoperabiliteit met behulp van een bedrijfsbrede taxonomie Wat kunnen we leren van IBM’s IFW Business Data Concepts Classification R. Claassens, 28-01-2005 Master Class, Information Management 19 (2004), Tias Business School, Tilburg
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  • 3. Down- load file Down- load file Down- load file Screen scrape Screen scrape Browser HTTP/XML Trans- action file Trans- action file Trans- action file Trans- action file Message queue Message queue Message queue FTP Sockets E-mail Message XML/ HTTP Gateway RPC CICS gateway APPC SMTP CICS gateway ORB Applications From Mergers and Acquisitions Legacy Applications Purchased Packages Applications in Trading Partners E-Marketplaces End-User Development Autonomous Divisions Outsourced and ASP Applications Situatieschets “ Jaguar” “ Geautomatiseerde systemen worden steeds meer samengesteld uit delen gedistribueerde functionaliteit die vaak onafhankelijk van elkaar ontwikkeld zijn, die zich op verschillende platforms bevinden en die zich in principe overal kunnen bevinden. Focus : semantische interoperabiliteit/integratie binnen het bedrijf Jaguar?
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  • 6. 1 2 3 4 5 6 1 2 3 4 5
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  • 9. Stands for Refers to Symbolize Symbol Referent Concept 1)The Meaning Triangle Ontology Philosophical viewpoint Computer science viewpoint An ontology is an explicit specification of a shared conceptualisation (Gruber 1995) An ontology is a shared understanding of some domain of interest. (Uschold et al. 1996) ... philosophical discipline, branch of philosophy that deals with the nature and the organisation of reality.” (Guarino 1998) 2) Utmost views on ontology
  • 10. philoso-phical ontology pragmatic ontology top level ontology universal ontology domain specific ontology general ontology task specific ontology task inde-pendant ontology language inde-pendant ontology language inde- pendant ontology formal ontology not formal onto-logy VIEW specific ontology LEVEL SUBJECT PURPOSE LANGUAGE FORMALIZING application specific ontology Guarino, Nicola (1998). Formal Ontology and Information Systems,. In: Formal Ontology in Information Systems, Proceedings of the First International Conference (FOIS'98) , June 6-8, Trento, Italy, 3-15. Ed. Nicola Guarino. Amsterdam: IOS Press. Bodil Nistrup Madsen (2002), based on a.o.: ontology Ontology
  • 11. Ontologieën: een spectrum Catalog Terms/glossary Thesauri (“narrower term” relation) Informal “is-a” hierarchy Formal “is-a” hierarchy Formal instance Frames (properties) Value restrictions Disjointness, inverse, equivalence, etc. General logical constraints Ontologies Dewey Decimal System Data dictionary Yahoo directory Biological taxonomy, RDB schema, OODB schema XML schema CLOS, C++, Java, RDF UML DAML+ OIL (OWL) DAML-L (rules), KIF Text search engine thesauri Taxonomies Expressiveness vlgns Deborah McGuinness *based on AAAI ’99 Ontologies panel – McGuinness, Welty, Ushold, Gruninger, Lehmann
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  • 13. English Prose Poetry Sonnet Ballad German Prose Poetry Sonnet Ballad French Prose Poetry Sonnet Ballad   To illustrate the differences between faceted and enumerative classifications, consider the class Literature. In an enumerative scheme we might have the following subclasses: Language facet : English German French Form facet : Prose Poetry Sonnet Ballad In a faceted scheme we might have the following instructions and subclasses: Language facet is cited before form facet Citation order: Faceted classification a Library discipline Ranganathan 1939
  • 14. Postulated Ontology Synthesized Clusters Ontology is modified based on how it maps to discovered clusters x s t u v w D F E B C A Clusters are mapped to ontology 2) Bottom-up 3) Revising & validating 1) Top-down R. Prieto-D í az (2002) a faceted Approach to building Ontology's
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  • 16. IFW Framework -3 Layers of the data column Deconstruction level Composition level Implementation level Conceptual Logical Physical A-level B-level C-level & C’-level D-level 9 data concepts 27 classification hierarchies 54 business objects (Modelware International, 1999) Involved Party (IP) Arrangement (AR) Conditions (CN) Product (PD) Location (LO) Classification (CL) Business Direction Item (BD) Event (EV) Resource Item (RI)
  • 17. Involved Party(IP) INVOLVED PARTY TYPE Individual INDIVIDUAL GENDER Female Male Organization ORGANIZATION LEGAL STRUCTURE TYPE Corporation Partnership IP Descriptor IP DESCRIPTOR TYPE IPName component IP NAME COMPONENT TYPE Given Name Name Initial Family name IP Relationship IP RELATIONSHIP TYPE IP/IP-relationship IP/IP RELATIONSHIP TYPE IP is spouse of IP IP is employee of IP IP is customer of IP INDIVIDUAL EMPLOYMENT STATUS Working Individual Not Employed Individual 1. Fundamental hierarchy 2. Descriptive hierarchy 3. Relationship hierarchy Answer(s) Question = + scheme Explanation of the B-level - Concept Involved party (IP) (Modelware International, 1999)
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  • 21. Advies IFW Business Data Concept Classification Mocht een bedrijf ervoor kiezen om een bedrijfsbrede taxonomie te gaan opzetten, dan is het advies om de “best practices” van IBM’s IFW Business Data Concepts Classification in ieder geval te bestuderen en eventueel over te nemen.