1. ISO/IEC 11179, Part 2: Classification Schemes Jim Carpenter Bureau of Labor Statistics Nancy Lawler Department of Defense Open Forum on Metadata Registries 2003 January 20 – 24, 2003 Santa Fe, New Mexico

2. Disclaimer Part 2 is a working draft –Significant deficiencies This presentation proposes a new model –Not compliant with Part 3 (International Standard) –Strategy is to decide what is needed & then write a compromise compliant version of Part 2 –New version to be backwards compatible with compliant version

3. Thanks to many folks in the following communities that contributed ideas at this Open Forum Terminology Standards (TC 37, SC4) Statistical Community (UN Standards) Others in JTC1, SC 32, WG2 & WG4 Apologies if we missed some.

4. Classification Scheme ISO standard definition the descriptive information for an arrangement or division of objects into groups based on characteristics, which the objects have in common.

5. Classification Scheme the descriptive information for an arrangement or division of objects into groups –information for a process – classifying objects a result – characterization of objects based on characteristics, which the objects have in common –Classification methods are out of scope –Counter examples 19 th Century RR ticket fee classification (a turtle is an insect) – The Platypus and the Mermaid: And Other Figments of the Classifying Imagination by Harriet Ritvo Aborigine category for “women, fire, and dangerous things” (book by same title by G. Lakoff) Fuzzy categories, e.g., bald men (Fuzzy set theory, Lotfi Zadeh ) utility: find & understand

6. Benefits of Part 2 Classifying administered items promotes –Understanding –Finding Registering classification schemes promotes –Sharing –Improving Classification schemes Systems

7. Classification Region Conformant Version

8. Category concept Item to classify Classification Region Conformant Version Where is the information for classifying?

9. Classification Region Proposed Version (tentative)

10. Administration Record

11. Attributes Inherited Through Administration Record (No changes.) Terminology Attributes Administration Attributes Reference Document Attributes Submission Attributes Stewardship Attributes Registration Authority Attributes

12. Terminology Attributes name preferred name (yes or no) language identifier of name definition preferred definition (yes or no) language identifier of definition source reference context administration record context description context language identifier Designation Definition

13. Administration Attributes item identifier registration status administration status creation date last change date effective date until date change description note & explanatory comment unresolved issue origin

14. Reference Document Attributes identifier type description language identifier title organization name organization mail address

15. Submission Attributes organization name organization mail address contact name contact title contact information

16. Stewardship Attributes organization name organization mail address contact name contact title contact information

17. Registration Authority Attributes identifier organization name organization mail address documentation language identifier registrar identifier registrar contact name registrar contact title registrar contact information

18. Other attributes in the Classification Region

19. Source artifact type

20. Classification Scheme Source Artifact Type The type of artifact that contains the names and/or definitions of each category Suggests features of the classification scheme, for example: –subject matter –intended use –structure –content

21. Classification Scheme Source Artifact Type Class type attributes: –Generic artifact type –Standard or Product name –XML Schema reference

22. Examples of Generic Artifact Types key word list thesaurus glossary project charter yellow pages product exhibit organization chart flow chart E-R model class diagram state diagram activity diagram parts diagram taxonomy ontology Classification Scheme Source Artifact Type

23. UML Class Diagram IDEF0 Process Model Microsoft Project activity diagram Rational Rose class diagram XML schema URL of tool that produced the artifact XML scheme URL of artifact Examples ? Classification Scheme Source Artifact Type

24. Structure type

25. Classification scheme for classification schemes Classification Scheme Structure Type

26. Relationships exist (yes or no) Predominant relationship type Hierarchy –Single vs. multiple inheritance –Levels Graph (network) –Cyclic –Acyclic Other: category order, overlap, completeness ?

27. Assume MDR has a registered classification scheme for classification scheme structures. Classify the structure as –Classification scheme administered item identifier –Category concept identifier Classification Scheme Structure Type Self-referential alternative

28. Notation system

29. Classification Scheme Notation System (Non-term signs) Icon Sound Animation sequence Formula others Standards may apply

30. Variance estimate

31. Reference Document class type –identifier –type description –language identifier –title –organization name –organization mail address Classification Scheme Variance Estimate Reference

32. Identifier

33. Category Concept Identifier Unique within classification scheme Global identifier (within MDR) –Classification scheme identifier plus –Category concept identifier

34. Term Entry

35. May replace with ISO 16642 model: Terminology Markup Framework Cardinalities are controversial. In Part 3, Terminological Entity is a relationship between admin. item & context. Need more than definition for classification.

36. Sign Entry

37. Sign Entry class type –Notation system identifier –Reference to the sign in the notation system Example –Category concept = White Owl –Notation system = Peterson’s Bird Calls –Sign Reference = Song of White Owl WAV Category Concept Sign Entry

38. Type Name

39. Category Concept Type Name Generic term for the type of category associated with the classification scheme type

40. Category Concept Type Name Examples Classification Scheme Name Classification Scheme Type Category Concept Type Names Dewey Decimal SystemhierarchicalSubject, Discipline International Biological Taxonomical System TaxonomyTaxon ISO/IEC 11179 Registry UML Model UML ModelClass Washington DC Yellow Pages Yellow PagesBusiness category, Professional category

41. type description

42. Category Concept Relationship Type Description Text describing relationship type of a category concept Description varies by –Type of classification scheme –Application –Each pair of category concepts

43. Category Concept Relationship Type Description Examples Classification Scheme Name Category Concept pair Category Concept Relationship Type Description Dewey Decimal SystemPolitics & Religion None International Biological Taxonomical System Homo & sapiensSubtype ISO/IEC 11179 Registry UML Model Classif. Scheme & Category concept Membership Washington DC Yellow Pages Airport & Airport transportation Business subtype

44. Facet

45. Category Concept Relationship Facet Characteristic used to separate categories within a category Other terms for facet: dimension, slot, … Example –Parent category: writing instrument –Facet: marking material –Child categories: chalk, ink pen, lead pencil, …

46. Questions Jim Carpenter –CarpenterJ@BLS.GOV –Bureau of Labor Statistics Nancy Lawler –NKLawler@earthlink.net –Department of Defense