godfrey rust, ontologyx © rightscom 2004doi interoperability workshop june 2004 metadata...

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Godfrey Rust, Ontologyx © Rightscom 2004 DOI Interoperability Workshop June 2004 Metadata interoperability workshop using the iDD to define entities (what is being identified) using the IDD to map metadata schemes (using other schemes) using the iDD by RAs: access, content, management

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Page 1: Godfrey Rust, Ontologyx © Rightscom 2004DOI Interoperability Workshop June 2004 Metadata interoperability workshop using the iDD to define entities (what

Godfrey Rust, Ontologyx © Rightscom 2004

DOI Interoperability Workshop June 2004

Metadata interoperability workshop

• using the iDD to define entities (what is being identified) • using the IDD to map metadata schemes (using other schemes)• using the iDD by RAs: access, content, management

Page 2: Godfrey Rust, Ontologyx © Rightscom 2004DOI Interoperability Workshop June 2004 Metadata interoperability workshop using the iDD to define entities (what

Godfrey Rust, Ontologyx © Rightscom 2004

DOI Interoperability Workshop June 2004

“infant iDD” status report

What has iDD got today? COA (Contextual Ontologyx Architecture): model and “language”OntologyX: 150 “families”, 20000+ terms and underlying contextual structure.Mapping syntax & methodology for global, contextual and representative semantics.Initial RA schemes (crossref, mEDRA) formally mapped.Provisional or partial mappings of RDD, ONIX, MI3P and others.Some automated XML schema export.OntX in SQL database (RDF database under development as persistent platform).Strategic: OntologyX/iDD repository for iDD, MPEG-RDD, MI3P, [ONIX].

What are we developing?RDF-based persistence platform – version control, contextual management.Complete formal mapping of ONIX.Contextual transformation engine.Full XML schema import/export. Web mapping tool for RAs, including automated update of local schemes.User agreements.etc etc

Page 3: Godfrey Rust, Ontologyx © Rightscom 2004DOI Interoperability Workshop June 2004 Metadata interoperability workshop using the iDD to define entities (what

Godfrey Rust, Ontologyx © Rightscom 2004

DOI Interoperability Workshop June 2004

Act

Verb

Resource

Resource

Resource

Time

Context

PnTn

Rn

C1

1-nPlace1-n

0-n

RelatorAn intersection of time and place.

An Entity in a Context playing a role other than that of Time or Place.

A point or portion of time which forms a temporal parameter of a Context.

A point or portion of three-dimensional or virtual space which forms a spatial parameter of a Context.

The Ontologyx Context Model

A Term which describes the nature of a relationship between one entity and another.

The characteristic activity or state of a Context

Ontologyx semantics are based on the principle that meaning is derived from the specific roles which entities play in events.

Page 4: Godfrey Rust, Ontologyx © Rightscom 2004DOI Interoperability Workshop June 2004 Metadata interoperability workshop using the iDD to define entities (what

Godfrey Rust, Ontologyx © Rightscom 2004

DOI Interoperability Workshop June 2004

Example: All possible statements about the simplest Adaptation event

Resource

Time

Adaptor

Adaptation

Source of Adaptation

AdaptingEvent

Time ofAdapting

Place ofAdapting

#5 #6

#2

#1

#3

#4

#1 icoAdaptor #2#1 icoAdaptation #3#1 icoSourceOfAdaptation #4#1 icoTimeOfAdapting #5#1 icoPlaceOfAdapting #6#2 IsAdaptorInContext #1#3 IsAdaptationInContext #1#4 IsSourceOfAdaptationInContext #1#5 IsTimeOfAdaptingInContext #1#6 IsPlaceOfAdaptingInContext #1#2 IsAdaptorOf #3#3 IsAdaptedBy #2#2 IsAdaptorFrom #4#4 IsSourceOfAdaptationUsedBy #2#2 IsAdaptorAtTime #5#5 IsTimeOfAdaptingBy #2#2 IsAdaptorInPlace #6#6 IsPlaceOfAdaptor #2#3 IsAdaptedFrom #4#4 IsSourceOfAdaptationOf #3#3 IsAdaptationAtTime #5#5 IsTimeOfAdaptation #3#3 IsAdaptationInContextWithPlaceOfAdaptor #6#6 IsPlaceOfAdaptation #3#4 IsSourceOfAdaptationAtTime #5#5 IsTimeOfAdaptingFromSource #4#4 IsSourceOfAdaptationInPlace #6#6 IsPlaceOfAdaptingFromSource #4#5 IsTimeOfAdaptingInPlace #6#6 IsPlaceOfAdaptingAtTime #5

Modified

IsVersionOf

LastChanged

TerritoryOfUse

EditedBy

Page 5: Godfrey Rust, Ontologyx © Rightscom 2004DOI Interoperability Workshop June 2004 Metadata interoperability workshop using the iDD to define entities (what

Godfrey Rust, Ontologyx © Rightscom 2004

DOI Interoperability Workshop June 2004

COA (Contextual Ontologyx Architecture) – “ontology starter pack”

Context Time Place Resource Agent

RepresentativeDescriptor (“string”) Name Identifier AnnotationCategory (“denotational string”, “semantic string” or “controlled value”) Type Boolean Characteristic Quality Adjective Property QuantityComposite (“element group” or “bag”)

RelatorIsSubClassOf, IsSubRelatorOf, IsA, IsSameAs, IsPartOf, IsReciprocalOf,HasDataType, HasCardinality etc

Page 6: Godfrey Rust, Ontologyx © Rightscom 2004DOI Interoperability Workshop June 2004 Metadata interoperability workshop using the iDD to define entities (what

Godfrey Rust, Ontologyx © Rightscom 2004

DOI Interoperability Workshop June 2004

iDD structure

Authorities (“namespaces”) distinct.

Terms have global and contextual meaning. In many schemes this is not clear because there is no underlying dictionary, so the distinctions have to be made.

eg Medra:ContributorRole

Contextually:

“An ONIX code indicating the role played by a person or corporate body in the creation of the product.”

Globally:

“The role played by a person or corporate body in the creation of a product”.

Page 7: Godfrey Rust, Ontologyx © Rightscom 2004DOI Interoperability Workshop June 2004 Metadata interoperability workshop using the iDD to define entities (what

Godfrey Rust, Ontologyx © Rightscom 2004

DOI Interoperability Workshop June 2004

medra:LastPageNumberxref:last_page

cal:LastPage

idd:EndPageNumber

IsSameAsIsSameAs

IsSameAs

Names DescriptionsCommentsInternal ontology links

ontx-id

ontx:EndPageNumber

IsSameAs

IsSubClassOf

cal:Page

ontx-id

ontx-id

ontx-id

ontx-id

ontx-id

doi>

ontx-id

iDD global mapping

xxx:Last page

IsSameAs

ontx-id

Page 8: Godfrey Rust, Ontologyx © Rightscom 2004DOI Interoperability Workshop June 2004 Metadata interoperability workshop using the iDD to define entities (what

Godfrey Rust, Ontologyx © Rightscom 2004

DOI Interoperability Workshop June 2004

Contextual mapping: JournalTitle example

JournalTitle IsSubClassOf TitleJournalTitle HasCCS JournalTitle_CCS

#1 IsA JournalTitle#1 IsTitleOf #2#2 IsA Journal

so if you come across…

“x” IsJournalTitleOf “y”

you can deduce that…

“x” IsA Title“x” IsTitleOf “y”“y” IsA Journal

CCS(Contextual Constraint Set)

A set of triples which provide contextual semantic rules for a term

Page 9: Godfrey Rust, Ontologyx © Rightscom 2004DOI Interoperability Workshop June 2004 Metadata interoperability workshop using the iDD to define entities (what

Godfrey Rust, Ontologyx © Rightscom 2004

DOI Interoperability Workshop June 2004

Contextual mapping: HostJournalTitle example

HostJournalTitle IsSubClassOf JournalTitleHostJournalTitle IsSubClassOf HostTitleHostJournalTitle HasCCS HostJournalTitle_CCS

#1 IsA HostJournalTitle#1 IsTitleOf #2#2 IsContentOf #3#3 IsA Journal

CCS(Contextual Constraint Set)

A set of triples which provide contextual semantic rules

Note the critical importance of Relators in OntologyX/iDD.

Page 10: Godfrey Rust, Ontologyx © Rightscom 2004DOI Interoperability Workshop June 2004 Metadata interoperability workshop using the iDD to define entities (what

Godfrey Rust, Ontologyx © Rightscom 2004

DOI Interoperability Workshop June 2004

Representational mapping: DOI Kernel example

ResourceKernelMetadataDeclaration HasElement #1#1 IsA DOI#1 HasDataType DOI#1 HasCardinality !1

ResourceKernelMetadataDeclaration HasElement #2.n #2.n IsA ResourceName#2.n HasElement #3

#3 IsA Type#3 IsOneOf KernelResourceNameType_AVS

#2.n HasElement #4#4 IsA PrimaryLanguage#4 IsOneOf IsoLanguage_AVS#4 HasCodeSet Iso639A2LanguageCode_CS

#2.n HasMinCardinality !0#2.n HasMaxCardinality !n

ResourceKernelMetadataDeclaration HasElement #5.n #5.n IsA ResourceIdentifier#5.n HasElement #6

#6 IsA Type#6 IsOneOf KernelResourceIdentifierType_AVS

#5.n HasMinCardinality !0#5.n HasMaxCardinality !n

etc

RCS(Representational Constraint Set)

A set of triples which provide representational semantic rules.

All schemes are representedfirst as an RCS.

OK – but what is the semantic relationship between these elements? We need a CCS…

Page 11: Godfrey Rust, Ontologyx © Rightscom 2004DOI Interoperability Workshop June 2004 Metadata interoperability workshop using the iDD to define entities (what

Godfrey Rust, Ontologyx © Rightscom 2004

DOI Interoperability Workshop June 2004

Contextual mapping: DOI Kernel example

(ResourceKernalMetadataDeclaration_CCS)#1001 IsA DoiResource#1001 HasDOI #1#1001 HasResourceName #2.n

#2.n HasPrimaryLanguage #3.n#2.n IsA #4

#1001 HasResourceIdentifier #5.n#5.n IsA #6

etc

ResourceKernelMetadataDeclaration SharesValuesWith ResourceKernelMetadataDeclaration_CCS

CCS(Contextual Constraint Set)

The # (variable) values are common to an RCS and its CCS: this is the mapping which allows OntologyX/iDD to interpret any schema in common terms.

Page 12: Godfrey Rust, Ontologyx © Rightscom 2004DOI Interoperability Workshop June 2004 Metadata interoperability workshop using the iDD to define entities (what

Godfrey Rust, Ontologyx © Rightscom 2004

DOI Interoperability Workshop June 2004

journalRMD (“Journal Resource Metadata Declaration”)

An XML schema for journal metadata supporting Crossref, mEDRA, CAL and other likely requirements.

Prototype for RMDs for any other domains (bookRMD, coursepackRMD…)

journalRMD is designed for interchange: it is not a replacement for eg Crossref or ONIX messages (though it could be used by anyone).

It is similar to Crossref and mEDRA, but richer and less customized. For example…

journalRMD allows for registration of DOIs issued against Journals, Volumes, Issues and Articles, and their Fixations (8 different ResourceTypes where mEDRA and Crossref have no more than four).

journalRMD allows for the use of DOIs to link all Resources.CAL will base their schema on journalRMD, but will probably customize.

Requires XSLT transforms from Crossref, mEDRA and other participants (being done).

iDD mappings support automated change management of mappings and allowed values…

Page 13: Godfrey Rust, Ontologyx © Rightscom 2004DOI Interoperability Workshop June 2004 Metadata interoperability workshop using the iDD to define entities (what

Godfrey Rust, Ontologyx © Rightscom 2004

DOI Interoperability Workshop June 2004

Metadata interoperability via journalRMD

CrossrefCrossref

Any RAAny RA

mEDRAmEDRA

CALCAL

ONIXMedraSerialArticle.xml

CALJournalArticle.xmlAnyJournalMetadata.xml

crossref3.0.0.xml

XsltTransform.xsl

journalRMD.xml

XsltTransform.xsl

XsltTransform.xsl

XsltTransform.xsl

iDDiDD

Update

Map terms and schemes

THE “VIRUS CHECKER” MODEL

Page 14: Godfrey Rust, Ontologyx © Rightscom 2004DOI Interoperability Workshop June 2004 Metadata interoperability workshop using the iDD to define entities (what

Godfrey Rust, Ontologyx © Rightscom 2004

DOI Interoperability Workshop June 2004

Cross-domain interoperability…

For interoperability across domains, there is a highly generic COA schema.

journalRMD.xml

Coa.xml

ResourceKernel.xml

CoursepackRMD.xml

XsltTransform.xsl

XsltTransform.xsl

XsltTransform.xsl

Page 15: Godfrey Rust, Ontologyx © Rightscom 2004DOI Interoperability Workshop June 2004 Metadata interoperability workshop using the iDD to define entities (what

Godfrey Rust, Ontologyx © Rightscom 2004

DOI Interoperability Workshop June 2004

Contextual mapping: Fragment of JournalRMD to Kernel

JournalRMD HasElement #1.n#1.n HasElement #2.n

JournalRMD HasElement #3.nJournalRMD HasElement #4.n

#4.n HasElement #5.n

JournalRMD_CCS:#1001 IsA Journal#1001 HasDOI #2.n#1001 HasContentIssue #1002.n#1002.n HasContentArticle #1003.n#1003.n HasDOI #5.n

Kernel_CCS#1001 HasDOI #1#1001 HasResourceIdentifier #2.n#1001 HasResourceType #3.n

JournalRMD_Kernel_CCSIF (#B3.n IsA Journal) THEN (#A2.n IsSameAs #B#1) (If Kernel is for Journal, it’s a DOI)IF (#B3.n IsA Article)THEN (#A2.n IsSameAs #B#2.n) (If Kernel is for an Article, it’s an Identifier)AND (#B3.n HasValue HostJournalDOI) (…and its type is “HostJournalDOI”)

CCS

CCS

CCS

RCS

RCS

Page 16: Godfrey Rust, Ontologyx © Rightscom 2004DOI Interoperability Workshop June 2004 Metadata interoperability workshop using the iDD to define entities (what

Godfrey Rust, Ontologyx © Rightscom 2004

DOI Interoperability Workshop June 2004

COA generic XML schema

Page 17: Godfrey Rust, Ontologyx © Rightscom 2004DOI Interoperability Workshop June 2004 Metadata interoperability workshop using the iDD to define entities (what

Godfrey Rust, Ontologyx © Rightscom 2004

DOI Interoperability Workshop June 2004

“infant iDD” issues

Access?

Mapping methodology?

Agreements?

Costs?

(all can be prototyped with JournalRMD)

Page 18: Godfrey Rust, Ontologyx © Rightscom 2004DOI Interoperability Workshop June 2004 Metadata interoperability workshop using the iDD to define entities (what

Godfrey Rust, Ontologyx © Rightscom 2004

DOI Interoperability Workshop June 2004

iDD use for defining APs?

We are likely to need a schema for declaring attributes of a DOI-AP to support its discovery and maintenance and operation.

An instance of such a schema may contain, eg:

ResourceType SoundRecordings,SoundCarriers,Compositions

ServiceType LicenseApplication, LicensingQuery

Places [list of TerritoryCodes]

AgentType NOT Consumer

Terms used in such a schema would be registered in the iDD.

(nb: Each of these terms will have a DOI, but the iDD names are the people friendly identifiers, unique within iDD).