Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December 2010 in Canberra, Australia

The Challenge 40+ published ISO/TC 211 standards 10+ standards under development 9 standards currently being revised 10 standards approved for revision 2 stage zero projects (another in progress) propose the development of a number of standards 190+ normative referenced among ISO/TC 211 standards Some standards are normatively references in 10+ other standards 10+ circular normative revisions among ISO/TC 211 standards ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Programme Maintenance Group PMG Terms of Reference (n2515) The Programme Maintenance Group (PMG) shall monitor the published ISO/TC 211 standards, specifications, reports and the ISO/TC 211 programme of work, to ensure harmonization and consistency. The PMG shall also monitor changing requirements and technological developments to see whether the ISO/TC 211 programme of work is aligned to these. ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Programme Maintenance Group PMG Terms of Reference (n2515) 1.Maintenance of existing standards – collect and publish reports of errors and problems in the published documents – maintain PMG area on the ISO/TC 211 web site – advise ISO/TC 211 to initiate amendments, corrigenda and revisions 2.New work items – Ensure harmonization with programme of work and published documents – Align them with overall strategy and scope of work of ISO/TC 211 ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Overview PMG website Dependencies Recommendations – Draft NWIPs – Systematic reviews – Ad hoc Guidelines – Harmonization checklist ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

PMG website Programme ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

PMG website Reports ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

PMG website Harmonization issues ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Dependencies 190+ normative references among ISO/TC 211 standards Some standards are normatively referenced in 10+ other standards 10+ circular normative revisions among ISO/TC 211 standards What effect has the revision of one standard on others? ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Normative and informative Normative elements – describe the scope of the document, and which set out provisions – Provisions: requirement, recommendation, statement Informative elements – identify the document, introduce its content and explain its background, its development and its relationship with other documents – Provide additional information ISO/IEC Directives, Part 2, §3.9 ISO/IEC Directives, Part 2, §3.8, §3.12 ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Normative dependencies Normative dependency – Coetzee (2010): Relationship between two standards where a change to the normative content in the one standard affects the normative content of the other standard ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Structure of a standard ElementArrangement Informative preliminary Title page Table of contents Foreword Introduction Normative general Title Scope Normative references Normative technical Terms and definitions Symbols and abbreviated terms … (clauses) Normative annex Informative supplementary Informative annex Bibliography Indexes ISO/IEC Directives, Part 2, §5.1.3 Bold: required Upright: normative Italic – informative Conformance (ISO 19105:2000) ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Scope – Defines without ambiguity the subject of the document and aspects covered – Limits of applicability ISO/IEC Directives, Part 2, §6.2.1 ISO19101:2002 ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Scope dependency Example – ISO/TS 19139:2007 This Technical Specification defines Geographic Metadata XML (gmd) encoding, an XML Schema implementation derived from ISO 19115, Geographic information – Metadata – See ScopeDependency.xlsx ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Scope dependency Example – ISO 19126:2009 This International Standard specifies a schema for feature concept dictionaries to be established and managed as registers. This International Standard … does specify a schema for a hierarchical register of feature concept dictionaries and feature catalogues. These registers are in accordance with ISO See ScopeDependency.xlsx ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Scope dependency Example – ISO 19136:2009 GML The Geography Markup Language (GML) is an XML encoding in compliance with ISO for … See ScopeDependency.xlsx Currently 15 scope dependencies in ISO/TC 211 standards ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Terms and definitions – definitions necessary for the understanding of certain terms used in the document ISO/IEC Directives, Part 2, §6.3.1, Annex D ISO 19101:2003 ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Term Dependency Examples – coordinate reference system referenced in 10 standards – admitted term referenced in one standard 537 term dependencies in ISO/TC 211 standards Harmonization of ISO/TC 211 terms by the Terminology Maintenance Group (TMG) ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Normative Reference Normative references – List of referenced documents cited in the document – ‘…indispensable for the application of the document…’ – Rule of thumb Cited in a requirement ISO/IEC Directives, Part 2, §6.2.2 ISO 19101:2002 ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Normative reference dependency Example ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia ISO 19115:2003

Normative Reference For a standard, the dependency database shows which standards are normatively referenced where a standard is normatively referenced If there is a dependency in the normative content of S1 on S2 – On what part of S2 is the dependency? ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Provisions Requirement – expression in the content of a document conveying criteria to be fulfilled if compliance with the document is to be claimed and from which no deviation is permitted ISO/IEC Directives, Part 2, §3.12.1, §6.3.3, Annex H ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Provisions Requirement – shall/shall not is to is required to it is required that has to only … is permitted it is necessary ISO/IEC Directives, Part 2, Annex H is not allowed [permitted] is not [acceptable] is not [permissible] is required to be not is required that … be not is not to be ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Provisions Recommendation – expression in the content of a document conveying that among several possibilities one is recommended as particularly suitable, without mentioning or excluding others, or that a certain course of action is preferred but not necessarily required, or that (in the negative form) a certain possibility or course of action is deprecated but not prohibited ISO/IEC Directives, Part 2, §3.12.2, §6.3.3, Annex H ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Provisions Recommendation – should/should not it is recommended that ought to it is not recommended that ought not to ISO/IEC Directives, Part 2, Annex H ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Structure of a standard Requirement ISO 19110:2005

ISO 19111:2007 ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Provision dependency Challenges! – How to identify a provision? Search for certain verbs… ‘is’, ‘not’ ? ‘Hidden’ in UML? ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

ISO 19111:2007

Dependencies Restrictions on revisions – Only if there is a dependency on an undated standard – Notation S1:YYYY (standard 1, published in year YYYY) S1:YYYY’ (revision of S1:YYYY) ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Scope dependency – S2:YYYY S1 [dependency] – Existing implementations of S2:YYYY shall comply with S1:YYYY’ – ISO 19136:2009 ISO [The Geography Markup Language (GML) is an XML encoding in compliance with ISO for …] – Existing implementations of ISO 19136:2009 shall comply with any revision of ISO ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia Scope

Scope dependency – S2:YYYY S1:YYYY [dependency] – No restriction! – ISO 19136:2009 ISO 19118:2005 [The Geography Markup Language (GML) is an XML encoding in compliance with ISO for …] – No restriction! ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia Scope

Term dependency – S2:YYYY S1 [term] – The term shall be included in S1:YYYY’ with the same meaning – ISO 19107:2003 ISO [coordinate reference system] – ‘coordinate reference system’ shall be included in revisions of ISO with the same meaning ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia Term

Provision dependency – S2:YYYY S1 [requirement] – The requirement as implemented in existing implementations of S2:YYYY shall comply with S1:YYYY’ – ISO 19107:2039 ISO [] – ‘coordinate reference system’ shall be included in revisions of ISO with the same meaning ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia Requirement

Recommendations Published at ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia NoDateProblem statementRecommendationStatus Tsukuba, Japan National bodies ask for revisions of standards without supplying comments to justify a revision. The PMG requests national bodies to provide comments when requesting revisions in a systematic review. Ongoing …………… Tsukuba, Japan Approved revision of (Metadata content model) The ongoing work on data quality should be taken into consideration when revising In progress …………… Tsukuba, Japan Approved revision of (Services). The revision should exclude services metadata (moves to ) In progress

ISO/TC 211 Resolution 360 ISO/IEC Directives, Part 1, §2.2 ISO/IEC Directives, Part 1, §2.3 ISO/IEC Directives, Part 1, §2.4 ISO/IEC Directives, Part 1, §2.5 ISO/IEC Directives, Part 1, §2.6 ISO/IEC Directives, Part 1, §2.7 ISO/IEC Directives, Part 1, §2.8 ISO: Project stages Preliminary 00 Preliminary 00 Proposal 10 Proposal 10 Preparatory 20 Preparatory 20 Review 90 Review 90 Committee 30 Committee 30 Publication 60 Publication 60 Approval 50 Approval 50 Enquiry 40 Enquiry 40 Withdrawal 95 Withdrawal 95 Preliminary work item New work item proposal Working draft(s) International Standard Committee draft(s) Draft Intl Standard Final DIS ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia Draft NWIP NWIP

Recommendations Example: Draft NWIP on Robotic Localization Service (n2907)n2907 – Submitted by Object Management Group (OMG) – Comments Harmonize with 19130, and (US) Harmonize terminology (US) Exclude C++ code from the standard (US, FR) Extend to more than robots (AU, FR) Harmonize with OGC SWE, OGC routing, ISO LBS work (FR) ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Recommendations Example: Draft NWIP on Robotic Localization Service (n2907)n2907 PMG Recommendation (Southampton, May 2009) – Address comments in the NWIP, especially regarding harmonization – Remove ‘Robotic’ from the title, consider rename (because ‘localization’ on its own has other meanings) – Ensure harmonization with UBPA work – Scope should be achievable within ISO deadlines, keeping in mind that this will be a first joint project – Draft document submitted together with NWIP should be in ISO Format ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Recommendations Example: Systematic review ISO 19114:2003 Geographic information – Quality evaluation procedures Confirm = 13; Confirm & Correct = 1; Revise/Amend = 5 (AU, CA, CN, JP, NO); Withdraw = 2 (UK, DE); Abstain = 9 Comments: Withdraw and replace with ISO (data quality). Other comments suggest improvements PMG Recommendation (Molde, May 2009) Resolution: confirm ISO now and potentially withdraw ISO when ISO is published. ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Ad hoc issues Examples from previous meetings – Moving types from to – XML validation, compliance and conformance testing – Separate data model and encoding – Codelist registry? – Inconsistency of EPSG codes ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Guidelines Harmonization checklist ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia