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Subject: Minutes of Atlantic UBL TC call 8 December 2004


MINUTES OF THE ATLANTIC UBL TC MEETING
16H00 - 18H00 UTC WEDNESDAY 8 DECEMBER 2004

ATTENDANCE

   Jon Bosak (chair)
   Marty Burns
   Tony Coates
   Mark Crawford (vice chair)
   Michael Dill
   Micah Dubinko
   Jessica Glace
   Betty Harvey
   Anne Hendry
   Marion Royal
   Ken Sall
   Sylvia Webb

STANDING ITEMS

   Additions to the calendar
   (http://ibiblio.org/bosak/ubl/calendar.htm)

      None.

   Event reports

      JonB: Gave the usual UBL status report at the November ISO
      IEC ITU UNECE MoU/MG meeting hosted by Sun in Burlington
      (UBL has been on the continuing agenda of the MoU/MG for
      three years now).  Met with OASIS, UN/CEFACT, UNECE, and ISO
      representatives in an evening session and reported back to
      the MoU/MG that we are attempting to formulate a plan to
      converge UBL with UNTDED and UNeDocs, which is headed for
      incorporation into UN/CEFACT next year, with the intention
      of eventually producing a single document-oriented UN/CEFACT
      deliverable, but that the technical feasability of this idea
      would need to be investigated before a concrete plan could
      be put before the various groups involved.  Am hoping that
      such a plan could be put before the UBL TC at our meeting in
      Washington the week of 31 January.

      JonB: Gave two presentations at the November EIDX meeting
      hosted by Sun in Menlo Park.  Also organized and chaired a
      session on Semantic Harmonization that featured
      presentations on UDEF, ebXML CCTS, and Ontologies; the
      slides and a recording of the presentations and the panel
      discussion that followed are linked from Peter Yim's wiki at

         http://ontolog.cim3.net/cgi-bin/wiki.pl?ConferenceCall_2004_12_01

   Liaison reports (if any)

      MarionR: TBG17 making progress; nothing for the minutes.

   Subcommittee reports (if any)

      AnneH: SSC: DavidK took StephenG's spreadsheets, round
      tripped them, and reported diffs that the SSC is now
      evaluating and will discuss in meeting tomorrow.

      MicahD: HISC: Brief meeting yesterday, but no quorum; will
      send email report to HISC list.

   Team reports (if any)

      None.

ISSUES FOR DISCUSSION THIS MEETING

   Initial discussion concentrated on dividing up responsibility
   for disposition of the issues identified by the SSC (see the
   agenda for this meeting).

Code list issues

   The issues listed under this heading in the meeting agenda are
   for the information of the CL team: these are the current (1.0)
   NDRs relating to code lists.  Functionally, we need to know as
   soon as possible which of these will change in 1.1.  (The code
   lists published in 1.0 also need some content fixes, but this
   is being taken care of in SSC.)

   The basic CL question is what to do about code list
   extensibility; some people consider this a key requirement and
   have proposed substitution groups as a mechanism for supporting
   it, while others object to substitution groups and have
   questioned the need for this level of extensibility.  To move
   ahead, the CL team needs (a) responses to the 1.0 CL spec and
   (b) a clarification of the extensibility requirements.

   Agreed: We need to be clear on what extensibility is and
   whether it's needed.  The CL team is currently reviewing a
   reformulation of the requirements that can be presented for
   comments.  TonyC will review a draft of requirements, then
   MartyB will produce a document by Xmas for review by MarkC
   (with a copy to the ubl list) and will confer with MarkC the
   week after Xmas.  We note that MarkC leaves for the ATG meeting
   in Sydney 1/5 or 1/6.

   Agreed: The revised CL proposal must include revisions (if any)
   to the 1.0 CL NDRs.

   Agreed: GEFEG will not undertake changes to EF until such
   changes have been reviewed by the NDR team and then approved by
   the TC.

NDR issues

   Agreed: We will start using the TC meeting format we decided on
   in Menlo Park by holding an NDR working session during the
   second hour of next week's Atlantic TC call.  The NDR team will
   consist of MavisC, MarkC, MikeG, BettyH, and KenS; KenS will
   put the NDR issues in a spreadsheet like the one previously
   used for 1.0 NDR issues.  MarkC may not be available for the
   first hour of the TC meeting but should be able to participate
   in the NDR work session.

   JonB to check with Mavis to see whether she will be available
   to lead the discussion next week.

Remaining issues (see agenda for this meeting)

   The following applies to UBL-CoreComponentTypes (issues 4-7)
   and UBL-UnspecializedDatatypes (issue 4):

      Agreed: We will adopt the ATG CCT schemas; the question is
      when (1.1 or 2.0).

      MarkC: The ATG CCTS schemas are essentially cooked.  Many
      (perhaps all) of the issues raised by UBL have been disposed
      of.  Agreement has been reached with OAG, now ATG just needs
      feedback from UBL regarding the result.  The ATG schemas are
      going out for implementation verification in the next week
      or two; UBL needs to see whether it can be implemented in
      1.1 or will have to wait for 2.0.

      AnneH: We suspect it will be 2.0.

      Agreed: We will expect in the next week or two to receive
      the proposed CCT and UDT schemas, plus a proposal from
      GarretM regarding the creation of a normative specialized DT
      schema module that incorporates the balance of the XSD
      built-in data types not already accommodated.

   UBL-SpecializedDatatypes (issue 5)

      Agreed (with regard to the credits): It's our understanding
      that ISO has declared the code lists legally usable by UBL
      and similar initiatives; so it appears to be unnecessary to
      change the current CL schemas in this regard.

      AnneH: Prefix, definition, etc. are not supplemental
      components in CCTS.  We need a way to store these.  TimM is
      working on this, but we're not sure whether it needs to be
      in EF (it probably does if the data is to appear in the
      spreadsheets generated by EF).  The question is, how do we
      extend the model.  This is independent of the ATG CCT
      modules.

      Agreed: This is an issue for discussion by a Library Content
      team.  We therefore need to set that team up.  We propose
      TimM as lead, with assistance from StephenG, AnneH,
      JessicaG, and BettyH; meetings should take place starting
      around 00h30 UTC (19h30 in Washington, 08h30 in Perth),
      avoiding Wednesday and Thursday evenings in Washington
      (Thursday and Friday mornings in Perth).

   UBL-SpecializedDatatypes (issue 6)

      Agreed: Decisions made today have taken care of this.

   Spreadsheets - General - issue 2: [DOC2]

      JonB (summarizing some preliminary discussion): This NDR
      applies in 1.0 only when the schemas are customized, but may
      apply to us in 1.1 or later.

      AnneH and MarkC: But this also applies to code lists,
      because an enumeration is a kind of restriction.

      JonB: Have some trouble accepting this line of reasoning;
      what would not constitute an implicit restriction?

      MarkC and KenS: We can solve this by viewing the enumeration
      itself as the documentation.

      Agreed: The NDR team will change the rule to except
      enumeration restrictions.

   Spreadsheets - General - issue 3: registration

      MichaelD sent the BIEs in XMI form to Farrukh, but we're not
      clear where this stands.  It's not clear whether this should
      be pursued with the ad hoc group in the OASIS RegRep TC or
      with the OASIS eGov TC.  We will pick up again at this place
      in the issues list during the first hour of next week's
      Atlantic call.

The meeting ended here; we will continue next week with the
following.

==================================================================
REMAINING ISSUES FOR THE FIRST HOUR OF NEXT WEEK'S CALL
==================================================================

  4. [GNR1] UBL XML element, attribute and type names MUST be in the
            English language, using the primary English spellings
            provided in the Oxford English Dictionary.

     Actions/Questions for TC:
     - Check SS(s) element, attribute, and type names.

  5. [GNR4] - [GNR6] Acronyms and Abbreviations

     EF checks against NDR, but if acronym is in SS it is left alone.

     Actions/Questions for TC:
     - Resolve A&A list, usage, ownership, and maintenance.
     - Align SS and Schemas with final list and rules.

     Mark, 20041106:
     The candidates need to be discussed by the entire TC once the
     list is made.  Remember, it must be globally unique to be
     considered.  We have already violated this tenant with
     non-globally unique acronyms and must exercise greater
     diligence in the future.


  6. [GNR7] UBL XML element, attribute and type names MUST be in
            singular form unless the concept itself is plural.

     Actions/Questions for TC:
     - Check SS for conformance.


  7. [ATN1] Each CCT:SupplementaryComponent xsd:attribute "name" MUST
     be the Dictionary Entry Name object class, property term and
     representation term of the ccts:SupplementaryComponent with the
     separators removed.

     If the object class is identical to the RT of the data type
     (or cct or whatever) then UBL removes the Object Class from the
     name.  EF and SS do the same thing, which is different than what
     it says in this rule.  ELN3 covers elements, but not attributes.

     Actions/Questions for TC:
     - Review rule for SS UBL name creation.
     - See NDR section below for ATN1 rule update

Schema - General:

  1. [GXS1] UBL Schema MUST conform to the following physical layout ...

       UBL schema organization is different than GSX1:
       - short copyright not the same
       - full copyright should be at end of document
       - need to align order for declaration of namespaces
         and order of imports and follow structure outlined in GSX1
       - include section head comment lines, except when section is
         empty

       GXS1 doesn't include, but UBL comment header currently does include:
       - "Universal Business Language (UBL) Schema 1.0"
       - URLs to UBL and OASIS web sites
       - "Document Type"
       - "Generated On" (date)
       - tribute to Mike
       - additional comment lines for additional clarity

     Actions/Questions for TC:
     - Review schema layout/format
     - Update schemas to agreed layout.
     - Change rule accordingly for 1.1

  2. [NMC1] Each dictionary entry name MUST define one and only one
     fuly qualified path (FQP) for an element or attribute.

     EF doesn't explicitly check this, nor duplicate DEN's/names
     for objects.

     Mark, 20041106:
     Remember – FQP as the DEN not CCTS defined DEN

     Actions/Questions for TC:
     - Clarify whether there's need for EF to explicity check this.


  3. [VER1] - [VER7] Relating to use of major/minor version numbers.
     ---------------

     There is nothing in EF to automatically create version numbers.
     Now it is done manually; should EF consider automating this?

     Mark, 20041106:
     This is more than an EF issue. We are also somewhat limited by EF’s
     non-registry/non-database approach. We need to decide how we are going
     to handle versioning of individual components in the spreadsheet.  

     Actions/Questions for TC:
     - Decide on versioning implementation.
     - Decide on strategy for storage/registry.

  4. [DOC1] The xsd:documentation element for every Datatype MUST
            contain a structured set of annotations in the following
            sequence and pattern:
            • ComponentType (mandatory): The type of component to which
              the object belongs. For Datatypes this must be “DT”.
            • DictionaryEntryName (mandatory): The official name of a
              Datatype.
            • Version (optional): An indication of the evolution over
              time of the Datatype.
            • Definition (mandatory): The semantic meaning of a Datatype.
            • ObjectClassQualifier (optional): The qualifier for the
              object class.
            • ObjectClass(optional): The Object Class represented by
              the Datatype.
            • RepresentationTerm (mandatory): A Representation Term
              is an element of the name which describes the form
              in which the property is represented.
            • DataTypeQualifier (optional): semantically meaningful
              name that differentiates the Datatype from its underlying
              Core Component Type.
            • DataType (optional): Defines the underlying Core Component
              Type.

     UBL supplies only the mandatory set (ComponentType, DEN,
     Definition and RepresentationTerm).  Even though the SS have
     Object Class and Object Class Qualifier, EF can't create these
     optional information items because no rules in ccts.
     Stems from same problem described in UDT section #5.

     Mark, 20041106:
     Not sure I understand the EF constraint here.

     Actions/Questions for TC:
     - Resolve gaps in CCTS for naming requirements for SS/EF.

  5. [DOC2] A Datatype definition MAY contain one or more Content
            Component Restrictions to provide additional information
            on the relationship between the Datatype and its
            corresponding Core Component Type.  If used, the Content
            Component Restrictions must contain a structured set of
            annotations in the following patterns:
            • RestrictionType (mandatory): Defines the type of
              format restriction that applies to the Content Component.
            • RestrictionValue (mandatory): The actual value of the
              format restriction that applies to the Content Component.
            • ExpressionType (optional): Defines the type of the regular
              expression of the restriction value.

            See Table 7-1 of CCTS.  Examples of a CC RestrictionType
            for, say, 'String' type would be 'minimum length'.
            The RestrictionValue would be the actual value.
            There must be the above structured set of annotations
            for each restriction.

     Currently UBL has no documentation for Content Components
     or Supplementary Components.

     Actions/Questions for TC:
     - Review implementation to see if we should be adding anything.
                                                                        
==================================================================
NDR ISSUES FOR THE SECOND HOUR OF NEXT WEEK'S CALL
==================================================================

  1. [GXS6] The xsd:final attribute MUST be used to control extensions

     AIs:
     + 1.1: Recommend to remove as this is already an xsd tenet.
            No need to restate here and confusing where to apply.
            Or possibly move to CM document.

  Mark, 20041106:
  This rule was originally left in because it was internal guidance
  for development of the extension methodology.  There is no requirement
  to use xsd:final in xsd – it is just available for use.  The extension
  methodology folks could just have easily said that “the annotation
  documentation element will contain detailed guidance on which element
  should be considered the “final” element for controlling extensions..”
  I recommend the rule remains as is.

  2. 

     [SSM10] The ubl:CommonAggregateComponents schema module MUST
              be named “ubl:CommonAggregateComponents Schema Module”

     [SSM12] The ubl:CommonBasicComponents schema module MUST
             be named “ubl:CommonBasicComponents Schema Module”

     [SSM14] The ccts:CoreComponentType schema module MUST
             be named “ccts:CoreComponentType Schema Module”

     [SSM17] The ccts:UnspecialisedDatatype schema module MUST
             be named “ccts:UnspecialisedDatatype Schema Module”

     [SSM19] The ubl:SpecialisedDatatypes schema module MUST
             be named “ubl:SpecialisedDatatypes schema module”

     AIs:
     + 1.1: Need NDR clarification on where these terms are to be used.

  Mark, 20041106:
  Concur.

     + 1.1: The plurality of the word 'Type' in the module name for
            SSM19 doesn't agree with that of of SSM14 and SSM17.
            UBL implements this word as a plural for all 3 cases
            (agrees with SSM19, but not SSM14 or SSM17).
            Need alignment of rules.

  Mark, 20041106:
  I would have preferred that UBL implemented in conformance to
  SSM14 and SSM17.

     + 1.1: Should there be rules for the CCP also?

  Mark, 20041106:
  Yes.


  3. [DOC1] The xsd:documentation element for every Datatype MUST
            contain a structured set of annotations in the following
            sequence and pattern:
            • ComponentType (mandatory): The type of component to which
              the object belongs. For Datatypes this must be “DT”.
            • DictionaryEntryName (mandatory): The official name of a
              Datatype.
            • Version (optional): An indication of the evolution over
              time of the Datatype.
            • Definition (mandatory): The semantic meaning of a Datatype.
            • ObjectClassQualifier (optional): The qualifier for the
              object class.
            • ObjectClass(optional): The Object Class represented by
              the Datatype.
            • RepresentationTerm (mandatory): A Representation Term
              is an element of the name which describes the form
              in which the property is represented.
            • DataTypeQualifier (optional): semantically meaningful
              name that differentiates the Datatype from its underlying
              Core Component Type.
            • DataType (optional): Defines the underlying Core Component
              Type.

     AIs:
     + 1.1: Resolve discrepancy between Rule S28 of CCTS, which says that
            DTs must include Qualifier Term (mandatory), but DOC1 has it
            as 'optional'.

  Mark, 20041106:
  We have already covered this. 
  Rule S28 in CCTS is on the “to be fixed” list.


  4. [DOC3] A Datatype definition MAY contain one or more Supplementary
            Component Restrictions to provide additional information
            on the relationship between the Datatype and its corresponding
            Core Component Type. If used the Supplementary Component
            Restrictions must contain a structured set of annotations
            in the following patterns:
            • SupplementaryComponentName (mandatory): Identifies the
              Supplementary Component on which the restriction applies.
            • RestrictionValue (mandatory, repetitive): The actual
              value(s) that is (are) valid for the Supplementary Component.

     Don't know where to find this information.  Not in CCP.

     AIs:
     + 1.1: Need clarification/resolution.

  Mark, 20041106:
  This would be information that is already available for those few
  Supplementary Components who have a predefined restriction in CCTS,
  or that the library developers would create as part of defining a new SDT.
  May require new spreadsheet column to make more readily available for
  schema generation.

  5. [GNR4] - [GNR6] Acronyms and Abbreviations

     Acronym for DUNS not completely specified.

     AIs:
     + 1.1: Update DUNS information in Appendix B.

  6. [ATN1] Each CCT:SupplementaryComponent xsd:attribute "name" MUST
     be the Dictionary Entry Name object class, property term and
     representation term of the ccts:SupplementaryComponent with the
     separators removed.

     If the object class is identical to the RT of the data type
     (or cct or whatever) then UBL removes the Object Class from the
     name.  EF and SS do the same thing, which is different than what
     it says in this rule.

     AIs:
     + 1.1: Change rule.  Something like
       "If the Object Class of the Supplementary Component is identical
        to the Primary Representation Term of the datatype of the
        cctype then the Object Class will be removed."
       This is how cct ss, sdt and udt is probably done.

  Mark, 20041106:
  Not sure I agree with changing the rule.  Would like more
  discussion/thought on this.

  7. [CDL5] The name of each UBL Code List Schema Module MUST be
            of the form: 
            {Owning Organization}{Code List Name}{Code List Schema Module}

       UBL uses a completely different naming convention.
       Both the code list declaraion and data types are in the
       code list schema files now.  What should be in a CL file? 

       There was intended to be a section in the schema format
       (as per GXS1) for code lists but this is not there right now
       - somehow gone.  The CDL5 name relates to any time where you
       must refer to the code list, such as in the header or comments
       of the Code List or other schema files or documentation.
       It probably would be best to use this for the 'filename'
       part of the urn as well, but haven't gone there yet.
       Will have to look into this later.

       AIs:
       + 1.1: Revisit with new code list model.

  Mark, 20041106:
  The code list schema modules still need to follow this naming
  convention.

  8. [CTD1] For every class identified in the UBL model, a named
            xsd:complexType MUST be defined.
            Example: <xsd:complexType name="BuildingNameType">

       AIs:
       + 1.1: Clarify 'class'.  Should this be BBIE?

  Mark, 20041106:
  In UBL 1.0 NDR we treat BBIE Properties as well as ABIEs as classes.
  See the sentence preceeding the rule which explicitly states this.
  We may need to separately handle type definitions for BBIE Properties
  in UBL 1.1 NDR.

  9. [CTD7] Every unspecialised Datatype must be based on a ccts:CCT
            represented in the CCT schema module, and must represent
            an approved primary or secondary representation term
            identified in the CCTS.

     AIs:
     + 1.1: Need clarification of what is meant by 'must be based on'.

  Mark, 20041106:
  Noted.

     + 1.1: Need rule covering case where simple type doesn't restrict
            underlying type, but restricts underlying built-in xsd types,
            as in UBL.  Not all udts are direct restrictions.

  Mark, 20041106:
  See previous comments regarding adopting CEFACT ATG CCT and UDT schemas
  which address this concern.

  10. [9.11.04 Anne]
      This text appears in the NDR after SSM10:

      "By design, ccts:CoreComponentTypes are generic in nature.
      As such, restrictions are not appropriate.  Such restrictions
      will be applied through the application of Datatypes.
      Accordingly, the xsd:facet feature must not be used
      in the ccts:CCT schema module."

      But it seems we do restrict (and extend) our cc types in the
      UBL-CoreComponentTypes-1.0.xsd.

      AIs:
      + 1.1: Check validity of rule w.r.t UBL implementation.

  Mark, 20041106:
  Please identify exactly what restrictions/extensions are applied
  in the CCT schema module.  If not specified in CCTS, then that is
  a fatal conformance issue. We also probably need to insert the
  word specialized in front of the word datatypes.


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