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Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee

Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December 2010 in Canberra, Australia. The Challenge. 40+ published ISO/TC 211 standards 10+ standards under development

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Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee

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  1. Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December 2010 in Canberra, Australia

  2. The Challenge • 40+ published ISO/TC 211 standards • 10+ standards under development • 9 standards currently being revised • 10 standards approved for revision • 2 stage zero projects (another in progress) propose the development of a number of standards • 190+ normative referenced among ISO/TC 211 standards • Some standards are normatively references in 10+ other standards • 10+ circular normative revisions among ISO/TC 211 standards ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

  3. Programme Maintenance Group PMG Terms of Reference (n2515) The Programme Maintenance Group (PMG) shall monitor the published ISO/TC 211 standards, specifications, reports and the ISO/TC 211 programme of work, to ensure harmonization and consistency. The PMG shall also monitor changing requirements and technological developments to see whether the ISO/TC 211 programme of work is aligned to these. ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

  4. Programme Maintenance Group PMG Terms of Reference (n2515) • Maintenance of existing standards • collect and publish reports of errors and problems in the published documents • maintain PMG area on the ISO/TC 211 web site • advise ISO/TC 211 to initiate amendments, corrigenda and revisions • New work items • Ensure harmonization with programme of work and published documents • Align them with overall strategy and scope of work of ISO/TC 211 ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

  5. Overview • PMG website • Dependencies • Recommendations • Draft NWIPs • Systematic reviews • Ad hoc • Guidelines • Harmonization checklist ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

  6. PMG website • Programmewww.isotc211.org/pmg ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

  7. PMG website • Reports www.isotc211.org/pmg ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

  8. PMG website • Harmonization issues www.isotc211.org/pmg ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

  9. Dependencies • 190+ normative references among ISO/TC 211 standards • Some standards are normatively referenced in 10+ other standards • 10+ circular normative revisions among ISO/TC 211 standards What effect has the revision of one standard on others? ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

  10. Normative and informative • Normative elements • describe the scope of the document, and which set out provisions • Provisions: requirement, recommendation, statement • Informative elements • identify the document, introduce its content and explain its background, its development and its relationship with other documents • Provide additional information ISO/IEC Directives, Part 2, §3.8, §3.12 ISO/IEC Directives, Part 2, §3.9 ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

  11. Normative dependencies • Normative dependency • Coetzee (2010): Relationship between two standards where a change to the normative content in the one standard affects the normative content of the other standard ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

  12. Structure of a standard Conformance (ISO 19105:2000) Bold: required Upright: normative Italic – informative ISO/IEC Directives, Part 2, §5.1.3 ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

  13. Scope • Scope • Defines without ambiguity the subject of the document and aspects covered • Limits of applicability ISO/IEC Directives, Part 2, §6.2.1 ISO19101:2002 ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

  14. Scope dependency • Example • ISO/TS 19139:2007 • This Technical Specification defines Geographic Metadata XML (gmd) encoding, an XML Schema implementation derived from ISO 19115, Geographic information – Metadata • See ScopeDependency.xlsx ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

  15. Scope dependency • Example • ISO 19126:2009 • This International Standard specifies a schema for feature concept dictionaries to be established and managed as registers. This International Standard … does specify a schema for a hierarchical register of feature concept dictionaries and feature catalogues. These registers are in accordance with ISO 19135. • See ScopeDependency.xlsx ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

  16. Scope dependency • Example • ISO 19136:2009 GML • The Geography Markup Language (GML) is an XML encoding in compliance with ISO 19118 for … • See ScopeDependency.xlsx • Currently 15 scope dependencies in ISO/TC 211 standards ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

  17. Terms and definitions • Terms and definitions • definitions necessary for the understanding of certain terms used in the document ISO/IEC Directives, Part 2, §6.3.1, Annex D ISO 19101:2003 ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

  18. Term Dependency • Examples • coordinate reference system • referenced in 10 standards • admitted term • referenced in one standard • 537 term dependencies in ISO/TC 211 standards • Harmonization of ISO/TC 211 terms by the Terminology Maintenance Group (TMG) ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

  19. Normative Reference • Normative references • List of referenced documents cited in the document • ‘…indispensable for the application of the document…’ • Rule of thumb • Cited in a requirement ISO/IEC Directives, Part 2, §6.2.2 ISO 19101:2002 ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

  20. Normative reference dependency • Example ISO 19115:2003 ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

  21. Normative Reference • For a standard, the dependency database shows • which standards are normatively referenced • where a standard is normatively referenced • If there is a dependency in the normative content of S1 on S2 • On what part of S2 is the dependency? ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

  22. Provisions • Requirement • expression in the content of a document conveying criteria to be fulfilled if compliance with the document is to be claimed and from which no deviation is permitted ISO/IEC Directives, Part 2, §3.12.1, §6.3.3, Annex H ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

  23. Provisions • Requirement • shall/shall not • is to • is required to • it is required that • has to • only … is permitted • it is necessary • is not allowed [permitted] • is not [acceptable] • is not [permissible] • is required to be not • is required that … be not • is not to be ISO/IEC Directives, Part 2, Annex H ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

  24. Provisions • Recommendation • expression in the content of a document conveying that • among several possibilities one is recommended as particularly suitable, without mentioning or excluding others, or • that a certain course of action is preferred but not necessarily required, or • that (in the negative form) a certain possibility or course of action is deprecated but not prohibited ISO/IEC Directives, Part 2, §3.12.2, §6.3.3, Annex H ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

  25. Provisions • Recommendation • should/should not • it is recommended that • ought to • it is not recommended that • ought not to ISO/IEC Directives, Part 2, Annex H ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

  26. Structure of a standard ISO 19110:2005 • Requirement

  27. ISO 19111:2007 ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

  28. Provision dependency • Challenges! • How to identify a provision? • Search for certain verbs… • ‘is’, ‘not’ ? • ‘Hidden’ in UML? ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

  29. ISO 19111:2007

  30. Dependencies • Restrictions on revisions • Only if there is a dependency on an undated standard • Notation • S1:YYYY (standard 1, published in year YYYY) • S1:YYYY’ (revision of S1:YYYY) ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

  31. Scope dependency • S2:YYYY S1 [dependency] • Existing implementations of S2:YYYY shall comply with S1:YYYY’ • ISO 19136:2009 ISO 19118 [The Geography Markup Language (GML) is an XML encoding in compliance with ISO 19118 for …] • Existing implementations of ISO 19136:2009 shall comply with any revision of ISO 19118 Scope Scope ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

  32. Scope dependency • S2:YYYY S1:YYYY [dependency] • No restriction! • ISO 19136:2009 ISO 19118:2005 [The Geography Markup Language (GML) is an XML encoding in compliance with ISO 19118 for …] • No restriction! Scope Scope ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

  33. Term dependency • S2:YYYY S1 [term] • The term shall be included in S1:YYYY’ with the same meaning • ISO 19107:2003 ISO 19111 [coordinate reference system] • ‘coordinate reference system’ shall be included in revisions of ISO 19111 with the same meaning Term Term ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

  34. Provision dependency • S2:YYYY S1 [requirement] • The requirement as implemented in existing implementations of S2:YYYY shall comply with S1:YYYY’ • ISO 19107:2039 ISO 19111 [] • ‘coordinate reference system’ shall be included in revisions of ISO 19111 with the same meaning Requirement Requirement ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

  35. Recommendations • Published at www.isotc211.org/pmg/reports.htm ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

  36. ISO: Project stages ISO/TC 211 Resolution 360 Draft NWIP Preliminary 00 Preliminary work item NWIP ISO/IEC Directives, Part 1, §2.2 Withdrawal 95 Proposal 10 New work item proposal ISO/IEC Directives, Part 1, §2.3 Review 90 Preparatory 20 Working draft(s) ISO/IEC Directives, Part 1, §2.4 International Standard Publication 60 Committee 30 Committee draft(s) ISO/IEC Directives, Part 1, §2.8 ISO/IEC Directives, Part 1, §2.5 Approval 50 Enquiry 40 Draft Intl Standard Final DIS ISO/IEC Directives, Part 1, §2.7 ISO/IEC Directives, Part 1, §2.6 ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

  37. Recommendations • Example: Draft NWIP on Robotic Localization Service (n2907) • Submitted by Object Management Group (OMG) • Comments • Harmonize with 19130, 19141 and 19156 (US) • Harmonize terminology (US) • Exclude C++ code from the standard (US, FR) • Extend to more than robots (AU, FR) • Harmonize with OGC SWE, OGC routing, ISO LBS work (FR) ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

  38. Recommendations • Example: Draft NWIP on Robotic Localization Service (n2907) • PMG Recommendation (Southampton, May 2009) • Address comments in the NWIP, especially regarding harmonization • Remove ‘Robotic’ from the title, consider rename (because ‘localization’ on its own has other meanings) • Ensure harmonization with UBPA work • Scope should be achievable within ISO deadlines, keeping in mind that this will be a first joint project • Draft document submitted together with NWIP should be in ISO Format ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

  39. Recommendations • Example: Systematic review ISO 19114:2003 Geographic information – Quality evaluation procedures Confirm = 13; Confirm & Correct = 1; Revise/Amend = 5 (AU, CA, CN, JP, NO); Withdraw = 2 (UK, DE); Abstain = 9 Comments: Withdraw and replace with ISO 19157 (data quality). Other comments suggest improvements PMG Recommendation (Molde, May 2009) Resolution: confirm ISO 19114 now and potentially withdraw ISO 19114 when ISO 19157 is published. ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

  40. Ad hoc issues • Examples from previous meetings • Moving types from 19139 to 19103 • XML validation, compliance and conformance testing • Separate data model and encoding • Codelist registry? • Inconsistency of EPSG codes ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

  41. Guidelines • Harmonization checklist ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

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