Using ISO 8000 and ISO 22745 to Achieve

Using ISO 8000 and ISO 22745 to Achieve Master Data Quality Gerald M. Radack WORKSHOP “LA TECNOLOGIA PER LA GESTIONE INTEGRATA DEI PRODOTTI: ”

What is Master Data? master data held by an organization that describes the entities that are both independent and fundamental for an enterprise, that it needs to reference in order to perform its transactions • Customers • Suppliers • Materials • Services Copyright © 2010 Pi. Log. All rights reserved. • • • Assets Locations Employees Rules Regulations

What is Data Quality? quality degree to which a set of inherent characteristics fulfills requirements [ISO 9000: 2005] Copyright © 2010 Pi. Log. All rights reserved.

ISO 8000 is concerned with: • principles of data quality • characteristics of data that determine its quality • frameworks for data quality • processes to ensure data quality Adapted from ISO 8000 -100: 2009. Copyright © 2010 Pi. Log. All rights reserved.

Design Goals • Low implementation cost • Enable self-certification • Use automated data checking wherever possible • Neutral with respect to data format Copyright © 2010 Pi. Log. All rights reserved.

Master Data is coded using concepts in provenance Data Dictionary accuracy completeness specifies data requirements (templates, rules, and constraints) for coding master data conforms using concepts from to conforms to uses identifiers from Formal Syntax for Master Data Specification specifies the use of specifies preferred terminology for concepts in uses identifiers from Identification Scheme

ISO 8000 Parts Part 1: Overview Part 100: Master data: Exchange of characteristic data: Overview Part 102: Master data: Exchange of characteristic data: Vocabulary Part 110: Master data: Exchange of characteristic data: Syntax, semantic encoding, and conformance to data specification Part 120: Master data: Exchange of characteristic data: Provenance Part 130: Master data: Exchange of characteristic data: Accuracy Part 140: Master data: Exchange of characteristic data: Completeness Copyright © 2010 Pi. Log. All rights reserved.

Completeness ISO 8000 -140 Syntax Semantic encoding Conformance to data specification ISO 8000 -110 Accuracy ISO 8000 -130 Provenance ISO 8000 -120

ISO 8000 Parts • ISO/TS 8000 -110: 2009 – specifies requirements that can be checked by computer for the exchange, between organizations and systems, of master data that consists of characteristic data • ISO/TS 8000 -120: 2009 – optional addition to ISO/TS 8000 -110 that specifies requirements for information about the provenance (history or pedigree) of master data Copyright © 2010 Pi. Log. All rights reserved.

ISO 8000 Parts • ISO/TS 8000 -130: 2009 – optional addition to ISO/TS 8000 -110 that specifies requirements for declarations of master data accuracy • ISO/TS 8000 -140: 2009 – optional addition to ISO/TS 8000 -110 that specifies requirements for declarations of master data completeness Copyright © 2010 Pi. Log. All rights reserved.

ISO/TS 8000 -110 Syntax Each master data message shall contain in its header a reference to the formal syntax to which the master data message complies. The reference shall be an unambiguous identifier for the specific version of the formal syntax that was used to encode the master data message. Semantic encoding is the technique of replacing natural language terms in a message with identifiers that reference data dictionary entries…Each reference shall be to a data dictionary entry contained in a data dictionary. The reference shall preserve the integrity of the recipient’s data in that the reference to the data dictionary entry may be integrated with the recipient’s own data without the creation of a joint work. Syntax and semantic resolution shall be available at no charge unless the data carries a “fee based encoding” warning label. Conformance to data specification Each master data message shall contain in its header a reference to the data specification to which the master data message complies. The reference shall be an unambiguous identifier for the specific version of the data specification that was used to encode the master data message. Copyright © 2010 Pi. Log. All rights reserved.

ISO 22745 • Technical standards for implementing ISO 8000 • Includes: – Data models and exchange formats for master data, data specifications, dictionaries, and identifiers – Guidelines formulating dictionary content and procedures for maintaining dictionaries – Queries for master data – Definition of dictionary query services – Procedures for dictionary registration Copyright © 2010 Pi. Log. All rights reserved.

ISO 22745 Parts • • • Part 1: Overview and fundamental principles Part 2: Vocabulary Part 10: Dictionary representation Part 11: Guidelines for the formulation of terminology Part 13: Identification of concepts and terminology Part 14: Dictionary query interface Part 20: Procedures for the maintenance of an open technical dictionary Part 30: Identification guide representation Part 35: Query for master data Part 40: Master data representation Part 50: Registration of open technical dictionaries Copyright © 2010 Pi. Log. All rights reserved.

Query for master data ISO 29002 -31 ISO 22745 -35 Dictionary query is coded using concepts in ISO 29002 -20, 6 ISO 22745 -14, 10 requests information from requests Master data (catalogue) ISO 29002 -10 ISO 22745 -40 Identification scheme Dictionary is coded using concepts in specifies data requirements (templates and rules) for coding ISO 29002 -6 ISO 22745 -10 uses concepts from Identification Guide ISO 22745 -30 has concepts identified by ISO 29002 -5 ISO 22745 -13

ISO 8000 high-level requirements can be used with ISO 22745 detailed requirements & data formats other standards detailed requirements & data formats (e. g. , ISO 1584 -25, EDI) can be used with ECCMA Open Technical Dictionary (e. OTD) other dictionaries (e. g. , e. Cl@ss, ISO 1584501, 511)

Standard Terminology SDO Terminology GSA-IAE Terminology e. OTD Concept Registry (metadata registry) • Public domain concept identifiers • Free identifier resolution to underlying terminology (web services) • Hyperlink to source standards • Multilingual • Multiple terms, definitions and images linked to single concept identifier

Automating the data supply chain Codification at Source Sub-Tier e. OTD-q-xml Sub (query) ISO 22745 -35 Data Provider Data User e. OTD-i-xml (data requirements statement) ISO 22745 -30 e. OTD-r-xml (data exchange) ISO 22745 -40 Copyright © 2010 Pi. Log. All rights reserved. Sub-Tier e. OTD-r-xml

Ian Smith, UK National Codification Bureau

Ian Smith, UK National Codification Bureau

Step 1: Define data requirements Knowing what data you need and how to ask for it.

Building a data specification (identification guide)

XML representation of data spec.

Step 2: Assemble quality data set Clean existing data and collect missing data in accordance with data specification.

Level 1 & 2 Cataloguing Original Client Description MOTOR 400 KW 6 POLE 525 VOLT MAKE WEG P/N 1234 EF: SF 1, 0 CODE G: IP 65: IL/IN 6. 6: DUTY SI: NR. 88695 11 00: AMB 40 DEGREE C: DELTA T 80 DEG: COS 0, 86: COOLING IC 411: ALT 1000 M: MPD SEC DREDGE MAIN MOTOR Item MOTOR Part No 1234 EF Class ELECTRIC Mnfr WEG FFT Properties Power Rating Electrical Rating Frame Mounting Speed Insulation Class Poles Service Factor Enclosure 400 KW, 6 POLE, 525 VOLT, SF 1, 0 CODE G: IP 65: IL/IN 6. 6: DUTY SI: NR. 88695 11 00: AMB 40 DEGREE C: DELTA T 80 DEG: COS 0, 86: COOLING IC 411: ALT 1000 M: MPD SEC DREDGE MAIN MOTOR Copyright © 2010 Pi. Log. All rights reserved.

Level 3 Cataloguing Original Client Description MOTOR 400 KW 6 POLE 525 VOLT MAKE WEG P/N 1234 EF: SF 1, 0 CODE G: IP 65: IL/IN 6. 6: DUTY SI: NR. 88695 11 00: AMB 40 DEGREE C: DELTA T 80 DEG: COS 0, 86: COOLING IC 411: ALT 1000 M: MPD SEC DREDGE MAIN MOTOR Item MOTOR Part No 1234 EF Class ELECTRIC Mnfr WEG FFT Properties Power Rating Electrical Rating Frame Mounting Speed Insulation Class Poles Service Factor Enclosure Values 400 525 6 1. 0 CODE G IP 65 IL/IN 6. 6: DUTY SI: NR. 88695 11 00: AMB 40 DEGREE C: DELTA T 80 DEG: COS 0, 86: COOLING IC 411: ALT 1000 M: MPD SEC DREDGE MAIN MOTOR Copyright © 2010 Pi. Log. All rights reserved. UOM KW VAC

Level 4 Cataloguing Original Client Description MOTOR 400 KW 6 POLE 525 VOLT MAKE WEG P/N 1234 EF: SF 1, 0 CODE G: IP 65: IL/IN 6. 6: DUTY SI: NR. 88695 11 00: AMB 40 DEGREE C: DELTA T 80 DEG: COS 0, 86: COOLING IC 411: ALT 1000 M: MPD SEC DREDGE MAIN MOTOR Item Class MOTOR Part No 1234 EF ELECTRIC Mnfr WEG FFT Properties Power Rating Electrical Rating Frame Mounting Speed Insulation Class Poles Service Factor Enclosure Values UOM 400 KW 525 VAC HGF 355 E FOOT 988 RPM F 6 1. 0 CODE G IP 65 IL/IN 6. 6: DUTY SI: NR. 88695 11 00: AMB 40 DEGREE C: DELTA T 80 DEG: COS 0, 86: COOLING IC 411: ALT 1000 M: MPD SEC DREDGE MAIN MOTOR Copyright © 2010 Pi. Log. All rights reserved.

Value Standardization • Conformance to a Standard Representation UOM 1. 2. 3. 4. 5. 6. 7. 10 MM 10 mm 1 cm 1 CM 10 mm 1, 0 cm 1, 0 CM STANDARDIZE 10 MM UOM 1. 2. 3. 4. 5. 6. 7. 10 MM 10 MM

Step 3: Render data for multiple user groups and applications Display data in multiple formats and languages in accordance with the needs of users and downstream systems. Examples: ERP short descriptions, marketing descriptions, ERP long descriptions, …

Copyright © 2010 Pi. Log. All rights reserved.

Copyright © 2010 Pi. Log. All rights reserved.

Copyright © 2010 Pi. Log. All rights reserved.

Localization

Managing requirements for data and rendering guides

Example: Russian

Contacts Peter Benson Project leader: ISO 8000 and ISO 22745 Peter. Benson@pilogusa. com Dr. Gerald Radack Editor: ISO 8000 and ISO 22745 Gerald. radack@pilogusa. com Pi. Log USA 2980 Linden St. Ste E 2 Bethlehem, PA 18017 +1 610 625 2800