Synchronise work on DEXs and reference data between PLCS pilots and OASIS/PLCS Workshop #3 10 – 11 November 2004

2 PLCS Inc. (c) 2002 Agenda – Wednesday 10 November  Actions from previous meetings  Mapping solutions  Identification for referencing  Tagging  Meta data  Standard reference data  Documentation of business concept  Workshop schedule

3 PLCS Inc. (c) 2002 Agenda – Thursday 11 November  Next workshops November in Oslo and 9-10 December in London Agenda  Summing up yesterdays discussions  Mapping solutions Document Review applied capabilities with reference data  Minimum data set for representation Scenarios  Documenting business concepts in DEXLib

4 PLCS Inc. (c) 2002 Proposed agenda for reference data workshop in Oslo November  Identify local reference data for the example  Recommend standard reference data for the example  Identify local codes  Recommend representation of codes in the RDL  Where to link reference data (capabilities and/or DEXs?)  Which reference data to be located where? In the DEX specification In the P21/P28 file In the capabilities

5 PLCS Inc. (c) 2002 Proposed agenda for workshop in London 9-10 December  Report from the workshops  Review MOD mapping document  Plan for DEX and reference data development in OASIS

6 PLCS Inc. (c) 2002 Conclusions - 1  The example business concept to be documented as a DEX in DEXLib  DEX name: ”Equipment and part list”  Relationship between Parts and Equipment: Promissory_usage (not assembly_usage)

7 PLCS Inc. (c) 2002 Conclusions - 2  Messaging. Message is part of the P21 DEX file  only one type of DEX in each P21 file.  only one P21 file per message Message identifies the “starting point” (equipment) using the content_item. Content_item refers to P21 equipment id (OID). Multiple equipments to be exchanged using multiple content_items. Message is not used to transmit access instruction such as add, delete, update, partial update. Identify the message: identification_assignment to be assigned to message. The sender is identified using envelope. The envelope is not part of the exchange file (P21/P28) or the message. Need to be generated at the receiving end to identify the sender.

8 PLCS Inc. (c) 2002 Conclusions - 3  Baselines. Baselines are documented in C063 “representing_product_configuration”. To be reviewed. Recommend a higher level ontology for view_definition_context. To be entered in the PLCS RDL. Proposed life cycle stages (maybe states or status) for tasks: Identification Draft Mature Obsolete

9 PLCS Inc. (c) 2002 Conclusions - 4  Investigate how to exclude entities from capabilities used in a DEX to reduce the longform  Recoding the information entry into a PLCS application (date/time, source, approval) is an implementation issue  Classification of identifiers. How to preserve identifiers throughout the lifetime? The OEM (Original Equipment Manufactorer or equivalent) identifier should be classified as the master id, and maintained throughout the lifetime. Two alternatives: (1) Always exchange the master identifier or (2) Store the identifier as reference data.

10 PLCS Inc. (c) 2002 Conclusions - 5  Ignore all description attributes. Use document_assignment and classify the entity as description class, annotation class etc. Where not possible use property_assignment (to be explicit documented in the capability). To manage the description as a document the translator has to identify the document and generate document ID.  Ignore ID, name and role attributes ID and name attributes to be represented by identification_assignment. Role attribute values to be represented as classification.  NEW Capability ”Representing_description” needed Capability - Short term solution. Long term solution: new module “Description”. Scope: Descriptions, annotations, warnings/labels Dependent capabilities: Justification and organization_or_person_in_organization Action: The capability is registered, but has no content – TBD

11 PLCS Inc. (c) 2002 Conclusions - 6  C016 Representing_person_organization The capability need to be completed for review. Original editor: NDLO pilot.  C036 Assigning_date_time The capability need to be completed for review. Original editor: NDLO pilot.

12 PLCS Inc. (c) 2002 Conclusions - 7 Todays architecture imply three categories of documentation in DEXLib  Generic capabilities: Building blocks for longforms Represent agreed model interpretations  Specific exchange needs (business concepts) Defines the data to be exchanged for a specific business objective including a longform  Generic DEXs Business objective: When used, these shall represent the specific exchange needs Technical objective: generate a DEX longform Usage of the DEX. 3 user categories: Business partners: Contracting for a DEX Software vendors End users: queries supporting applications

13 PLCS Inc. (c) 2002 Conclusions - 8 Indexing and business concepts Search functionality in DEXLib to be supported by an indexing functionality.  Recommendations for index functionalities – part of scope for this project  The Index list should contain business concepts  No direct link between the business concept and its undelaying capabilities  Direct link to the business concept DEX

14 PLCS Inc. (c) 2002 Conclusions - 9  Documentation of a business concept in DEXLib Agreed on method for documenting business concepts To be documented as a DEX The documentation should be supported by graphical representation of the business concept (instantiation diagram) Existing generic capabilities to be used as building blocks for the longform of the example DEX The longform should be pruned for the specific business concept. All entities from generic capabilities are not always needed. How to exclude entities will be investigated. The business concept specific information that is not covered by the generic capabilities shall be documented in the DEX. Separate set of standard reference data for the business concept to be defined in the DEX (no re-use of reference data in the generic capabilities).

15 PLCS Inc. (c) 2002 Outstanding questions Representing business concepts/objects as  Separate DEX  Specialization of existing DEX  Capability

16 PLCS Inc. (c) 2002 Actions  Update AP239 schema: identification_assignment to be assigned to message. (Rob B)  Baselines. Documented in C063 “representing_product_configuration”. To be reviewed. (DNV)  Prune longform. Investigate how to exclude entities from capabilities used in a DEX (Rob B)  Messaging. Update Messaging capability according to agreed solutions in the meeting (Sean B)

17 PLCS Inc. (c) 2002 Actions  Classification of identifiers. How to preserve identifiers throughout the lifetime? One identifier should be defined as master and maintained throughout the lifetime. Two alternatives: (1) Always exchange the master identifier or (2) Store the identifier as reference data. (Rob B)  Need life_cycle_stages and application_domains. Propose an upper ontology on the OASIS TC exploder. (DNV)  Effectivity. Extend selects. (Rob B)  Identify and recommend use of /IGNORE as attribute value and alternative ways of representation.  action on Leif G. Should be documented in “Introduction” to DEXLib. Action: TBD

18 PLCS Inc. (c) 2002 Actions  Complete capabilities C016 Representing_person_organization  C036 Assigning_date_time for review (DNV)  Distribute latest version of Part 4 in OWL (DNV)  Distribute PLCS terminology document (Rob B)  Upoload DEX ”Equipment and part list” to DEXLiB as soon as possible (DNV)

19 PLCS Inc. (c) 2002 Capabilities used by the business concept Assign a string property Identification assignment Organisation or person in organisation assignment Representation_of_numerical_value Assign a quantified property Equipment Assign a string property Representation_of_numerical_value Assign a quantified property Identification assignment Organisation or person in organisation assignment Context Equipment and part relationship Assign a string property Representation_of_numerical_value Assign a quantified property Equipment parts Documents C002 Representing_parts C003 representing_assembly_structure + C010 Assigning_reference_data + C001 Assigning identifiers + C014 Messaging + C036 Assigning_date_time + C016 Representing_person_organisation + C074 Referencing_person_organization C005 Representing documents C037 Referencing document C079 Representing_properties_numerically C080 Representing_properties_textually

20 PLCS Inc. (c) 2002 Capabilities used by the business concept Ref Fig. 1 in DEX 1