Kuala Lumpur February 2006 UNECE/CEFACT Capacity Building Workshop International Standards to Stimulate Paperless Trade UNeDocs Customisation Strategies Slide 1 What is ebXML? Introduction to Customization Strategies Michael Dill, GEFEG Chair, UN/CEFACT/TBG2 ‘Digital Paper’ Work Group Co-Leader UNeDocs Project HoD Germany for ISO TC154 Co-Editor CEFACT Core Component Library EDIFICE representative to UN/CEFACT/TBG17

Kuala Lumpur February 2006 UNECE/CEFACT Capacity Building Workshop International Standards to Stimulate Paperless Trade UNeDocs Customisation Strategies Slide 2 Implementer steps Gather document and process requirements Study UNeDocs, global and any published customized implementations Decide which is the best basis for you Refine as necessary Feedback to UNeDocs any special requirement

Kuala Lumpur February 2006 UNECE/CEFACT Capacity Building Workshop International Standards to Stimulate Paperless Trade UNeDocs Customisation Strategies Slide 3 This is not exactly, what I want! You want to use UNeDocs and need: -another field or do not want to use a field -other codes -another data structure -to make something mandatory Or you have to use ISO XML/RelaxNG instead of W3C XML How to do this is what a customization methodology describes

Kuala Lumpur February 2006 UNECE/CEFACT Capacity Building Workshop International Standards to Stimulate Paperless Trade UNeDocs Customisation Strategies Slide 4 UNeDocs Customization Approach what is customization lessons learnt from 30 years EDI Standards business and technical requirements vision and reality

Kuala Lumpur February 2006 UNECE/CEFACT Capacity Building Workshop International Standards to Stimulate Paperless Trade UNeDocs Customisation Strategies Slide 5 Customization The adoption of an eStandard to meet specific requirements This refinement may happen by extension or restriction or combination of both This includes textual clarifications, codes and business rules/dependencies May include a refinement of methodologies

Kuala Lumpur February 2006 UNECE/CEFACT Capacity Building Workshop International Standards to Stimulate Paperless Trade UNeDocs Customisation Strategies Slide 6 Lessons learnt… Almost no EDI standard has been used as published Implementation Guidelines have always been developed, where users defined their own way, data and layouts Examples - RosettaNet designed XML Rnet Implementation Guidelines (RIGs) - The UBL derived XML of the Danish Government is documented by Guidelines which consist of XSD schema, Word files with semantic clarifications, restrictions and Excel files with detailed field information

Kuala Lumpur February 2006 UNECE/CEFACT Capacity Building Workshop International Standards to Stimulate Paperless Trade UNeDocs Customisation Strategies Slide 7 Lessons learnt… If the standard does not allow necessary things, then the standard will be misused It is impossible to foresee everything Not everybody can give his IP Rights away A really used standard lives and there are changes, amendments, extensions etc

Kuala Lumpur February 2006 UNECE/CEFACT Capacity Building Workshop International Standards to Stimulate Paperless Trade UNeDocs Customisation Strategies Slide 8 Consequently… Customization has to be allowed A customization methodology has to be set up from the very beginning A user feedback must be organized There is a need to respect the economics and the political interest of the users Maintenance procedures needed THERE IS REALITY OUTSIDE OF A STANDARD!

Kuala Lumpur February 2006 UNECE/CEFACT Capacity Building Workshop International Standards to Stimulate Paperless Trade UNeDocs Customisation Strategies Slide 9 The (draft) Customization Model UNeDocs Change Request UNeDocs Core Components Based on UNeDocs Business Data and Documents Core Component Library UNeDocs Core Contextualized Documents UNeDocs Regional, National Guidelines/Applications UNeDocs Industry, Company Guidelines/Applications

Kuala Lumpur February 2006 UNECE/CEFACT Capacity Building Workshop International Standards to Stimulate Paperless Trade UNeDocs Customisation Strategies Slide 10 Guideline extension and restriction (draft) UNeDocs Change Request UNeDocs Core Components Based on UNeDocs Business Data and Documents Core Component Library UNeDocs Core Contextualized Documents (agreed) extensions must be included into UNeDocs Business Data and Documents Restrictions only! Supplementary semantic explanations

Kuala Lumpur February 2006 UNECE/CEFACT Capacity Building Workshop International Standards to Stimulate Paperless Trade UNeDocs Customisation Strategies Slide 11 Core Standard extension and restriction (draft) UNeDocs Business Data and Documents UNeDocs Core Contextualized Documents A subset of the UNeDocs Business Data and Documents with that data which is considered to be core for UNeDocs Restrictions only! Supplementary semantic explanations

Kuala Lumpur February 2006 UNECE/CEFACT Capacity Building Workshop International Standards to Stimulate Paperless Trade UNeDocs Customisation Strategies Slide 12 Intellectual Property Rights – 3 Levels UNeDocs Stakeholders Forms/Convention Owners plus UN/CEFACT Country Delegations 1st - IPR 2nd – UN IPR 3rd – Possible IPR UNeDocs Project UN/CEFACT Forum Trade & Business Group Digital Paper Workgroup – TBG2 UNeDocs National Projects Such as UNeDocsUK led by SITPRO