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Using ISO 8000 and ISO 22745 to Achieve Master Data Quality

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

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Using ISO 8000 and ISO 22745 to Achieve Master Data Quality

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  1. Using ISO 8000 and ISO 22745 to Achieve Master Data Quality Gerald M. Radack Workshop “La tecnologia per la gestione integrata dei prodotti:”

  2. What is Master Data? master data 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 • Assets • Locations • Employees • Rules • Regulations • Customers • Suppliers • Materials • Services

  3. What is Data Quality? quality degree to which a set of inherent characteristics fulfills requirements[ISO 9000:2005]

  4. ISO 8000 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.

  5. Design Goals • Low implementation cost • Enable self-certification • Use automated data checking wherever possible • Neutral with respect to data format

  6. Master Data is coded using concepts in Data Dictionary provenance accuracy specifies data requirements (templates, rules, and constraints) for coding master datausing concepts from completeness conformsto Data Specification conformsto specifiespreferred terminology for concepts in Formal Syntax forMaster Data specifies the use of usesidentifiersfrom usesidentifiersfrom usesidentifiersfrom Identification Scheme

  7. 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

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

  9. 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

  10. 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

  11. 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 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.

  12. ISO 22745 • Technical standards for implementing ISO 8000 • Includes: • Data models and exchange formats for master data, data specifications, dictionaries, and identifiers • Guidelines for formulating dictionary content and procedures for maintaining dictionaries • Queries for master data • Definition of dictionary query services • Procedures for dictionary registration

  13. 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

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

  15. 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 (eOTD) other dictionaries (e.g., eCl@ss, ISO 1584-501,511)

  16. Standard Terminology  Terminology Terminology Terminology Terminology SDO Terminology eOTD Concept Registry (metadata registry) SDO Terminology SDO Terminology • 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 GSA-IAE Terminology

  17. Sub-Tier eOTD-q-xml eOTD-q-xml(query) ISO 22745-35 Sub-Tier eOTD-r-xml eOTD-r-xml(data exchange) ISO 22745-40 Automating the data supply chainCodification at Source Sub Data Provider Data User eOTD-i-xml(data requirements statement) ISO 22745-30

  18. Ian Smith, UK National Codification Bureau

  19. Ian Smith, UK National Codification Bureau

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

  21. Building a data specification (identification guide)

  22. XML representation of data spec.

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

  24. Level 1 & 2 Cataloguing Original Client Description MOTOR 400KW 6 POLE 525VOLT MAKE WEG P/N 1234EF: SF1,0 CODE G:IP65:IL/IN 6.6:DUTY SI: NR.88695 11 00:AMB 40DEGREE C:DELTA T 80DEG: COS 0,86:COOLING IC 411:ALT1000M:MPD SEC DREDGE MAIN MOTOR Power Rating Properties Electrical Rating Item Class Frame Mounting Speed Part No Mnfr Insulation Class Poles Service Factor Enclosure FFT 400KW, 6 POLE, 525VOLT, SF1,0 CODE G:IP65:IL/IN 6.6:DUTY SI: NR.88695 11 00:AMB 40DEGREE C:DELTA T 80DEG: COS 0,86:COOLING IC 411:ALT1000M:MPD SEC DREDGE MAIN MOTOR ELECTRIC MOTOR WEG 1234EF

  25. Level 3 Cataloguing FFT IL/IN 6.6: DUTY SI: NR.88695 11 00:AMB 40 DEGREE C:DELTA T 80DEG: COS 0,86:COOLING IC 411:ALT 1000M: MPD SEC DREDGE MAIN MOTOR Original Client Description MOTOR 400KW 6 POLE 525VOLT MAKE WEG P/N 1234EF: SF1,0 CODE G:IP65:IL/IN 6.6:DUTY SI: NR.88695 11 00:AMB 40DEGREE C:DELTA T 80DEG: COS 0,86:COOLING IC 411:ALT1000M:MPD SEC DREDGE MAIN MOTOR Properties Values UOM Item Class Power Rating 400 KW MOTOR ELECTRIC Electrical Rating 525 VAC Frame Part No Mnfr Mounting WEG 1234EF Speed Insulation Class Poles 6 Service Factor 1.0 CODE G Enclosure IP65

  26. Level 4 Cataloguing FFT IL/IN 6.6: DUTY SI: NR.88695 11 00:AMB 40 DEGREE C:DELTA T 80DEG: COS 0,86:COOLING IC 411:ALT 1000M: MPD SEC DREDGE MAIN MOTOR Original Client Description MOTOR 400KW 6 POLE 525VOLT MAKE WEG P/N 1234EF: SF1,0 CODE G:IP65:IL/IN 6.6:DUTY SI: NR.88695 11 00:AMB 40DEGREE C:DELTA T 80DEG: COS 0,86:COOLING IC 411:ALT1000M:MPD SEC DREDGE MAIN MOTOR Item Class Properties Values UOM Power Rating 400 KW MOTOR ELECTRIC Electrical Rating 525 VAC Part No Mnfr Frame HGF355E Mounting FOOT WEG 1234EF Speed 988 RPM Insulation Class F Poles 6 Service Factor 1.0 CODE G Enclosure IP65

  27. UOM UOM • 10MM • 10 mm • 1 cm • 1CM • 10mm • 1,0 cm • 1,0CM • 10 MM • 10 MM • 10 MM • 10 MM • 10 MM • 10 MM • 10 MM Value Standardization • Conformance to a Standard Representation STANDARDIZE 10 MM

  28. 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, …

  29. Localization

  30. Managing requirements for data and rendering guides

  31. Example: Russian

  32. Contacts Peter BensonProject leader: ISO 8000 and ISO 22745Peter.Benson@pilogusa.com Dr. Gerald Radack Editor: ISO 8000 and ISO 22745 Gerald.radack@pilogusa.com PiLog USA 2980 Linden St. Ste E2 Bethlehem, PA 18017 +1 610 625 2800

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