developing enterprise business vocabularies (ebv) imf enterprise information architecture team...
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Developing Enterprise Business Vocabularies (EBV)
IMFEnterprise Information Architecture Team
December 15, 2009
Agenda
• Introduction• Overview of EBV in production:
1. Master Countries & Entities Vocabulary2. Master Regions & Groups Vocabulary3. Historical Country Names vocabulary
• Governance• Developing an enterprise Topics Vocabulary
Introduction
• Project: create and manage an enterprise metadata repository.
• Goals: – improve the consistency of information description
and dissemination– promote reuse of content– improve findability
• Team: Shewan Workneh, Sharon Schmitt, Xiaoli Huang, Julie Contreras
Enterprise Business Vocabularies (EBV)
• Represent the system-of-record for the Fund– Provide consistent values to core metadata elements like
Countries, Economic Concepts, Regional Groups
• Maintain a central point of control over the business semantics – Disseminate core elements and common values to
applications via web services
EBV at a glance
-for users: Workshop Web-for taxonomists & vocabulary owners: Workshop
For Users: Workshop Web
The three vocabularies in production
Master Countries and Entities Vocabulary
Extension Properties & Collaboration Pane
For Taxonomists & Vocabulary Owners: Workshop
Governance
18
Tasks by Governance Role
Governing Owner Owner Stakeholder Subscriber
Request changes / Make comments
Bypass governance/ Enforce changes
Impact analysis
Email notification
Make changes
Assign user permissions
Vote on Changes
View pending Changes
Request changes / Make comments
Impact analysis
Email notification
Make changes
Assign user permissions
Vote on Changes
View pending Changes
Request changes / Make comments
Email notification
Vote on Changes
View pending Changes
Request changes / Make comments
Email notification
View pending Changes
19
Login to Workshop Web
Request a new term for a
vocabulary
Voting process begins
Votes are tabulated
Approve or Reject
No change is made
End
Implement the change in Workshop
End
Governing Owners, Owners StakeholdersSubscribers Collaborators
Governing Owners, Owners Stakeholders
Governing Owners, OwnersGoverning Owners, Owners Stakeholders Subscribers CollaboratorsAdministrators [EIA]
Approved
Rejected
Email notification to Owners, Gov
Owners, Stakeholders & Subscribers
No change
Votes are recorded
Assumptions:
§ Contracts are in place in the vocabulary.§ Permissioned user roles are assigned.§ Email notifications are configured.
NOTE: Either Timeout is enforced for RUSH requests or the voting period is completed.
View status of requested change
in WSW
Request a New Term in Workshop Web (WSW)
Enterprise Topics Vocabulary
Purpose of Topics Vocabulary(Why?)
• Bring topics used in various venues to a central point• Create topics once, reuse and share topics Fund-wide
• Connect topics and contents in structured (data) and un-structured content (documents)
• Broaden and complement each stakeholder’s perspective on a given topic– E.g., Commodity Prices, RES and AFR
Source DSBB KE Thesaurus ePub CTS
Topic National Accounts
National Accounts
National Accounts
National Accounts
National Accounts
Purpose of Topics Vocabulary(Why?)
• Browsing, indexing, and tagging can rely on the same set of topic terms Assumption: Metadata compliance from various systems
• Suggest authoritative topic terms at the time of authoring and allow new inputs from authors to the vocabulary
• Implement a feed from TagXchange and offer the official repository for hosting user tags (new topics), to keep the topics vocabulary dynamic and growing
Framework for Structuring Topics• Initial investigation reveals that the Sectors as defined in DSBB
(GDDS, SDDS) provides a Fund-wide acceptable framework:– KE aligns with the Sector Framework– CTS sectors align with the Sector Framework at the 2nd level– Advantage: Aggregating the structured and un-structured content
• Decision point: Broad vs. Specific (see details next page)– Broad: Based on the broad sector groupings in DSBB– Specific: Based on the specific sectors in CTS
• Open to other options with stakeholders’ inputs
Broad: SDDS groupings Specific: CTS sectors
Real Sector National AccountsLabor MarketsPricesIndicators of Economic Activity
Fiscal Sector Government and Public Sector Finance
Financial Sector Financial Indicators
External Sector Balance of PaymentsInternational ReservesExchange RatesExternal Debt and Debt ServiceInternational Investment PositionExternal Trade
Socio-Demographic Data Social and Demographic Indicators
Steps to Develop Topics Vocabulary(How?)
• Step 1: Scoping the Sources
• Step 2: Merging and Clustering
• Step 3: Structuring– The most controversial and critical step– Manager’s advice is greatly needed
• Step 4: Presenting
• Step 5: Integrating with Fund Applications
Step 1: Scoping the Sources
• Purpose: To pin down a comprehensive inventory of taxonomies, thesauri, departmental topic lists, and data dissemination topic metadata (e.g., SDDS)
• Method: Research and discussion with stakeholders
• Initial output: An integrated term file from 10 identified key sources: KE, FAD, ePublishing, DSBB, CTS, Thesaurus, FIN, MCM, SPR, and Legal, over 3000 terms in total
Step 2: Merging and Clustering• Purpose: To analyze and identify overlaps among topic terms from
various sources in the inventory
• Method: Merging and clustering terms based on their conceptual similarities: – Exact match (including Single / Plural, Spelling variant, Acronym)– Synonym– Broader / Narrower– Related
• Output: A list of term clusters• E.g., We start with 2000 terms, after merging and grouping we end up with only 1000
entries in the master topics vocabulary, with each entry now linked to a set of synonyms and spelling variants referring to the same concept
Step 2: Merging and ClusteringExamples: Exact match Synonym Broader / Narrower
Exact matchNational Accounts [KE]National Accounts [ePub]National Accounts [CTS]National Accounts [Thesaurus]National Accounts [SDDS]
Single / PluralLabor Market [KE]Labor Markets [ePub]Labor Markets [CTS]
AcronymGDPGross Domestic Products
AMLAnti-Money Laundering
Poverty Reduction & DevelopmentPoverty Alleviation
International TradeForeign TradeExternal Trade
Labor Markets Employment Unemployment Wages Labor force
Prices Consumer price index Producer price index Commodity price index Import price index Export price index
Step 3: Structuring• Purpose: To organize the term clusters into a topic hierarchy,
which can be used– to arrange and aggregate site content by topic, and – to facilitate browsing and searching on topics Fund wide
• Method: – First decide on the top-level categories: the Sector Framework as
suggested and discussed earlier– Arrange term clusters into appropriate top-level categories– Work out sub-levels and detailed structure within each category
• Output: A topics hierarchy that is useful and acceptable to all the stakeholders
Step 3: StructuringConcern:
ePublishing KE-1 CTS
. Foreign Exchange
. . Exchange Rate Policy . Financial and Monetary Sector. . Monetary and Exchange Rate Policy. . . Policy Frameworks. . . . Exchange Rate Regime
. Exchange Rates
. . National Currency Per Base Currency
. . Period Average… SDR
FAD KE-2. Macro-Fiscal Policies. . Macro-Fiscal Linkages. . . Exchange Rates and Competitiveness
. External Sector
. . Exchange Rate Policy
. . . Exchange Rates
Step 4: Presenting• Purpose: to present and import the terms and relationships
(synonyms/variants, broader/narrower, related terms) as identified earlier from Steps 2 and 3 into SchemaLogic
• Method: to apply ISO 2788 (Guidelines for the establishment and development of monolingual thesauri) e.g. use single instead of plural form for labeling a concept and Simple Knowledge Organization System (SKOS) which provides a model for expressing the basic structure and content of concept schemes
• Output: A master topics vocabulary that complies with commonly accepted metadata standards
Step 5: Integrating with Fund Applications
• Purpose: – To enable consistent topic browsing, indexing, and tagging across the
Fund – To support topical content aggregation by bringing together both
documents and data– To obtain feeds from applications such as TagXchange
• Method: Web Services
• Output: Everybody is happy and efficient!!– World Bank Topics– OECD Topics
