1

Synchronize work on DEXs and reference data

between PLCS pilots and OASIS/PLCS

- Proposed PLCS TC Organization and

Functional Responsibilities

2

DEX 0 Development Team

Infrastructure/Tool Team

DEX 1 Development Team

DEX 2 Development Team

DEX 3 Development Team

DEX 4 Development Team

DEX 5 Development Team

DEX 6 Development Team

DEX 7 Development Team

DEX 8 Development Team

DEX 9 Development Team

OASIS TC

Technical Implementers Forum Pilots/Projects

SecretariatPLCS TC Organization &

Membership

ChairSecretariat1 Voting Member per CompanyTechnical LeadImplementers Forum Lead

Lead (Information Architect)2 Tool Experts2 Business Experts

DEX Development Teams (min)

1 Team Lead1 Modeler1 Business Expert

LeadSoftware Product VendorsImplementersIntegrators

Norwegian PilotUK MOD PilotSwedish PilotOthers

Infrastructure/Tool Team (min)

Information Architect1 Modeler

1 Secretariat

3

Organization Functionality – OASIS TC

• Issue AP239 as an IS (function of PLCS, Inc. and SC4)– Agree resolution of DIS ballot comments– Prepare resolution programme– Implement change programme– Submit to ISO for publication– Issue as IS

OASIS TC

Secretariat

4

Organization Functionality – OASIS TC

• Formalise OASIS Role– Agreed programme of work– Agreed allocation of programme tasks– Rules for approval of methods– Agreed DEX development processes– Agreed Reference Data processes– Establish resource requirement *– Establishment of an Implementation Plan *– Agree process for review / ballot / update / maintenance of ref data *– Infrastructure of RDL Server – Infrastructure of Dexlib publication environment– Establish API for PLCS

OASIS TC

Secretariat

5

Organization Functionality – OASIS TC

• Administration, provision of development tool, ballot and publishing activities– Establish and maintain a detailed project plan

• Produce a DEX development programme– Manage activities described in the project plan

• recommended activities and • identified actions relevant for the OASIS TC scope

– Administration of DEXs,capabilities, reference data, documentation tool, publishing

• Procedures for publishing– Establish how the DEXs are to be published. I.e. what format.– Establish how to publish Reference data– Publish OWL files– Set up OWL files on Web server (Coordinate with Tech Lead)

• Agree to publish– Publish DEXs as OASIS standard– Core PLCS Reference Data– Identify Business domain extensions that will be published standardized

extensions to PLCS Reference Data

OASIS TC

Secretariat

6

Organization Functionality – OASIS TC

• Administration, provision of development tool, ballot and publishing activities (cont’d)– Publishing

• DEX Publication– Extend DEXlib to allow HTML publications– Extend DEXlib to allow individual or sets of DEXs to be published as a

standalone package.– Agree how DEXs are published – XML Schema?

• RDL publication– Establish PLCS web server– Publish OWL files on PLCS web server– Establish PLCS RDL server accessed via APIs from translators

OASIS TC

Secretariat

7

Organization Functionality – OASIS TC

• Administration, provision of development tool, ballot and publishing activities (cont’d)– Technical publishing

• DEX Publication– Extend DEXlib to allow HTML publications– Extend DEXlib to allow individual or sets of DEXs to be published as a

standalone package.• RDL publication

– Establish PLCS web server– Publish OWL files on PLCS web server – Establish PLCS RDL server accessed via APIs from translators

– Reference data – specify process for handling• Review• Ballot• Update

OASIS TC

Secretariat

8

Organization Functionality – OASIS TC

• Administration, provision of development tool, ballot and publishing activities (cont’d)– Review DEXs submitted for standardization– Ballot activities

• Responsible for ballot routines, balloting, publishing and regular reporting to OASIS members (Tool expert with modeling competence)

– Establish and maintain guidelines for• Reference data• DEX and capability (DEX Cookbook)• Testing (Test document)• Mapping (UK MOD’s mapping document)

OASIS TC

Secretariat

9

Organization Functionality – OASIS TC

• Administration, provision of development tool, ballot and publishing activities (cont’d)– Maintain infrastructure as exploder, home page, reference

data server, DEXLib tool etc.– Developing, Publishing and maintain DEXs, Capabilities,

Reference data, Guidelines• Communication with Implementers forum,

projects and pilots (Business expert)• Meetings and conference calls• Identify potential future DEXs

OASIS TC

Secretariat

10

• Establish agreements for documentation of capabilities and business concepts

– Develop a data exchange template • A "data exchange contract" shall require

– Identification of the specific DEX(es) that shall exchange the business data – to enable conformance testing

– Identification of standards used, and the resulting usage of reference data• Involved parties need to agree what is their recognized identifier. A text shall

be added in the exchange agreement to note the “preferred” option as the one to be used for globally unique identifiers, e.g. for identifiers that may be used for data merge.

– Agree a common development method for DEXs (outcome of DEX Synchronisation meetings)

– Agree common content for DEXs (outcome of DEX Synchronisation meetings)• Develop business ontology

– Business ontology in PLCS OWL shall be developed from business needs, not on legacy (systems and standards)

– Establish and standardize one complete, stable ontology for PLCS shall be a long term objective

– For the short term, harmonization of the Def Stan 00-60 based ontology currently uploaded to PLCS OWL is recommended

Organization Functionality – Technical

Technical

11

• Establish agreements for documentation of capabilities and business concepts • Reference Data Library

– Class of class definitions in PLCS/OASIS RDL may be needed for contracting purposes. How to define class of class in OWL shall be investigated

– Separate OWL project files shall be defined for representation of specific projects and their local terms

• Assessment of DEXs, capabilities and reference data to avoid competitive DEXs to existing ones (Business expert)

• Develop and Maintain guidelines – Develop guidelines for developing capabilities– Develop mapping guidelines– Develop guidelines for creating business domain extensions to the reference data

library– Develop Translator Guidance

• Translators shall be developed according to agreed data exchange architecture • Translators may claim compliance to a DEX, if need be, with exemptions for import or export

– Develop Usage Guidance for business implementation• Modeller / Developer guidance• Business user guidance• Software implementer guidance• Contract managers guidance

Organization Functionality – Technical

Technical

12

• Technical - Capabilities – Develop new capabilities as required– Incorporate new Ref Data– Enable representation of instantiation capabilities– Set up a review structure for capabilities

• Technical - Ref Data *– Consolidate existing Ref Data files to establish baseline core– Establish a better development environment for consolidation and management

• Technical - DEXs *– Develop an exchange agreement (specialisation of DEX)– Enable specialisation pruning of DEXs– Provide a mechanism for converting existing part 28 file to part 21 (OASIS TC meeting 11 action

item 4)

• Technical - Publication *– Continue to maintain Dexlib on Source Forge– Maintain an HTML mirror of DEXLib for non developers– Allow an XML view facility in browsers (other than I Explorer)– Extend Dexlib to allow TML publications– Extend Dexlib to allow individual (or sets of) DEXs to be published as a standalone package

electronically and on paper– Establish a PLCS web server– Publish OWL files on the PLCS Web server– Establish PLCS RDL server accessed via APIs from translators

Organization Functionality – Technical

Technical

13

Organization Functionality –

Technical

• Develop DEX Packages– Develop Dexlib Documentation

• Develop a documentation infrastructure• Develop the Dexlib architecture and a framework explanation• Develop Implementation options• Business concepts• Capabilities• Reference data• DEX Documentation• Prune of long forms

– Develop Rules Rule types that are needed for DEXs and capabilities shall be developed

Establish templates needed for each rule type Templates shall be used for scripts as required Scripts to be activated and completed with data

Rules shall be uniquely enumerated (in capabilities etc) to allow normative reference to them

Rules shall be placed at the lowest possible level, i.e. in capabilities, without mandating PLCS global rules. Experience will show where the lowest level is.

Technical

DEX Development Team

14

Organization Functionality –

Technical

• Develop DEX Packages– Develop DEXs for business implementation– Develop a ‘core’ capability set– Develop a DEX template (OASIS TC meeting 11 action item 2)– Agree a common usage guidance method for DEXs– Specify a representation of a thesaurus of business concepts reflecting

business terms *– Specify an indexing mechanism from the Business concepts to DEX

capabilities *– Re-develop initial set of DEXs i.a.w. common agreements– Incorporate the recommendations from the series of DEX Sync Workshops

Technical

DEX Development Team

15

Organization Functionality –

Technical

• Develop Reference Data for DEX implementation– Agree how Reference Data is to be published as a standard and how it will

be maintained– Define reference data architecture– Develop pilot RDL service– Agree and standardised RDL services– Develop industrial strength RDL services– Define management of RDL services– Populate RDL services– Propose reference data from pilot sources– Instantiate reference data– Link with other standards– Develop a standard publication mechanism– Submit Reference Data for ballot – Develop a programme to monitor the resolution of ballot comments– Publish Reference Data as standard (OASIS TC meeting 11 action item 7)– Input recommendations from the synchronisation workshops

Technical

DEX Development Team

16

Organization Functionality –

Technical

• Harmonisation with SC4 standards– 10303 STEP APs– 13584 PLIB– 15926 Oil & Gas

• Harmonisation with other standards– 00-60– SCORM (OASIS TC meeting 11 action item 6)– 1000D– 2000M– OAGIS 9– W3C– OMG– MIP– SIMBASE

Technical

DEX Development Team

17

Organization Functionality –

Technical

• Generic capabilities shall be tailored to specific business domains and business concepts

• Documentation of capabilities and business concepts shall be documented according to agreements

Technical

DEX Development Team

18

Organization Functionality –

Technical

• DEXLib Infrastructure– Enhance user friendliness– Indexing mechanism– User-friendly interface to reference data library from DEXLib

• Graphical representation of reference data hierarchy HTML version– Expand the introduction to DEXLib. Shall include information as

• Data exchange architecture• Reference data• Global identifiers• Rules

– Develop templates for main rule types– Develop scripts for business concepts, using rule templates– Extend existing DEXLib functionality to activate and complete scripts

with information– Develop template for exchange agreements as part of each specific

DEX

– Graphical presentation of information in DEXLib shall be considered

Technical

Infrastructure/Tool Team

19

Organization Functionality –

Technical

• DEXLib tools – Develop tool supporting DEX, Capability and Reference Data

development– Responsible for maintaining DEXLib tools and reference data server

(Tool expert with modeling competence)– Developed to encompass the revised DEX architecture containing

• business concepts• specializations of generic capabilities• specialization of generic DEXs• rules

– Extend DEXlib tool set• User friendly front end• Develop terminology dictionary• Develop indexing method from terminology dictionary to DEXlib• Interface to reference data• Allow publication of DEXs• Allow publication of Reference Data

Technical

Infrastructure/Tool Team

20

Organization Functionality –

Technical

• DEXLib content revised according to new architecture• DEX specification template

– Develop an agreed DEX template for acceptance by OASIS based on the example DEX “Assembly part list” to DEXLib

• Agreed model interpretations shall be incorporated in DEXLib and existing translators

Technical

Infrastructure/Tool Team

21

Organization Functionality – Implementers

Forum

• Establish Implementers Forum– Define test data– Develop test tools– Run test rallies– Define Conformance requirements *– Establish implementers forum *– Establish tools to develop / view the test data– Establish tools to validate the test results

• Harmonization and reuse of solutions – Establish guidelines for the implementers– Harmonization of

• Reference data• Interpretations / mapping solutions

• Modify / Review– DEXs– Capabilities – Business concepts– Reference data

Implementers Forum

22

Organization Functionality – Implementers

Forum

• Test DEXs– Test DEXs – Test interoperability by round robin test rallies– Identify test sets– Conduct test rallies – Run Pilot projects for assurance of AP239– Identify pilot business areas– Modify DEXs based on pilot input– Review Framework for quality (OASIS TC meeting 11 action item 4)– Develop a method for viewing test data (OASIS TC meeting 11

action item 5)• Submit DEXs, capabilities and reference data to OASIS for

standardization

Implementers Forum

23

Organization Functionality – Pilots/Projects

• Activities performed by PLCS pilots and projects

– Development and review activities – DEXs

– Capabilities

– Reference data

• Submit DEXs, capabilities and reference data to Implementers forum

• Update of capabilities shall be performed in relation to projects/pilots and not as part of the OASIS TC work

• Share results of pilots

Pilots/Projects

24