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Sharing and advancing knowledge and experience about standards, technologies and implementations. Standardize Your Enterprise’s Terms With a Thesaurus-Based.

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Presentation on theme: "Sharing and advancing knowledge and experience about standards, technologies and implementations. Standardize Your Enterprise’s Terms With a Thesaurus-Based."— Presentation transcript:

1 Sharing and advancing knowledge and experience about standards, technologies and implementations. Standardize Your Enterprise’s Terms With a Thesaurus-Based Glossary Judith Newton Ashton Computing & Management Services, LLC May 20, 2008 “Metadata DownUnder” “Metadata DownUnder” : 11th Open Forum on Metadata Registries Sydney, NSW Australia

2 2 Agenda Glossaries, Thesauri, Registries –What Are They? The ISO Metadata Registry (MDR) Metamodel Structuring Terms From Multiple Sources Using the Metamodel

3 3 Classification Scheme The descriptive information for an arrangement or division of objects into groups based on characteristics, which the objects have in common ISO/IEC :2003. Metadata registries – Registry metamodel and basic attributes

4 4 Classification Complexity Keywords Glossaries Thesauri XML Structures Taxonomies Ontologies } Arguably a draw

5 5 Principles of Controlled Vocabularies Eliminating ambiguity Controlling synonyms Establishing relationships among terms

6 6 The Importance of a Glossary Codifies terms Defines terms Disambiguates terms Disseminates terms throughout Enterprise for Common Understanding and Usage

7 7 Definitions Glossary A list of terms and definitions. Thesaurus Terms and definitions with multiple types of relationships defined among the terms. Metadata Registry A comprehensive, authoritative source of reference information about data.

8 8 The Confusion of (Multiple) Glossaries How can multiple Glossaries be reconciled? Caused by mergers and acquisions in business and Government; Or, just a laudable impulse for Enterprise Management.

9 9 Just a Sampling of Health Care Glossaries Glossary of Health Care Terminology DoD M, 1999 Glossary of Terms Commonly Used in Health Care AcademyHealth, 2004 Glossary of Health Care and Health Care Management Terms UW School of Public Health and Community Medicine Health Care Glossary Mississippi Hospital Association Glossary of Terms:Healthcare Crisis PBS Glossary of Terms:Long Term Care American Health Care Assn, National Center for Assisted Living Managed Care/Health Care Glossary of Terms National Health Information Center, HHS Health Care Glossary Hebrew Senior Life (Beth Israel Deaconess Medical Center) Medicare Glossary MyMedicare.gov, HHS CareFirst Glossary BlueCross/Blue Shield

10 10 Terminology Applies semantics to classification Assigns meaning through naming, defining and sorting concepts

11 11 Fundamental Activities of Terminologists Identifying concepts and concept relations by: Analyzing and modeling concept systems on the basis of identified concepts and concept relations; Crafting concept-oriented definitions; Attributing designations (predominately terms)to each concept; and Recording and presenting terminological data in print and electronic media Adapted from Sue Ellen Wright, Kent State University

12 12 Terminology Standards ANSI/NISO Z , Guidelines for the Construction, Format, and Management of Monolingual Controlled Vocabularies. DoD M, Glossary of Healthcare Terminology, January ISO 704:2000, Terminology work – Principles and methods. ISO :2000, Terminology work – Vocabulary – Part 1:Theory and application. ISO 5963:1985, Documentation – Methods for examining documents, determining their subjects and selecting indexing terms.

13 13 The Meaning Triangle REAL WORLD (object) perceived or conceived abstracted into IDEA (concept) represented by NAME (designation)

14 14 The Extended Meaning Triangle REAL WORLD (object) perceived or conceived abstracted into IDEA (concept) represented by NAME (designation) described by DEFINITION ISO 704;2000, Terminology work – Principles and methods

15 15 Structure This!!

16 16 Example of a Simple Glossary Entry Glossary Term: Absent Sick Definition: An Active Duty (Army, Navy, Air Force, and Marine Corps) member hospitalized in other than an U.S. Military Treatment Facility and for whom administrative responsibility has been assigned to an U.S. Military Treatment Facility (MTF). Source:DoD M, Glossary of HealthCare Terminology.

17 17 A More Complicated Glossary Entry P ABSENT SICK. An Active Duty (Army, Navy, Air Force, and Marine Corps) member hospitalized in other than an U.S. Military Treatment Facility and for whom administrative responsibility has been assigned to an U.S. Military Treatment Facility (MTF). P ABSENT SICK MOVED TO MTF. Patients who have been moved from a non-U.S. military facility to a MTF. P TOTAL ABSENT SICK. Patients who are absent sick the total time (never moved to a MTF). Source:DoD M, Glossary of HealthCare Terminology.

18 18 A Thesaurus Adds Relationships SN Scope Note; a term’s meaning within the thesaurus BT The term that follows is a broader term than the heading NT The term that follows is a narrower term than the heading UF Use for USE Use the following term instead RT Related term (which is not covered by one of the previously listed relationships)

19 19 CAMERAS BTOPTICAL EQUIPMENT NTMOVING PICTURE CAMERAS STEREO CAMERAS STILL CAMERAS UNDERWATER CAMERAS DIGITAL CAMERAS RTPHOTOGRAPHY Land CamerasUSE VIEW CAMERAS STILL CAMERAS BTCAMERAS NTINSTANT PICTURE CAMERAS MINIATURE CAMERAS REFLEX CAMERAS VIEW CAMERAS SNCameras with through-the-lens focusing and a range of movements of the lens plane relative to the film plane UFLand Cameras BTSTILL CAMERAS Example of Thesaurus Entry Note: Case usage conventions are one method used to differentiate among PREFERRED and Non-preferred terms

20 20 The Principle of Reciprocity If there is an entry: TERM A UFTerm B There must be a corresponding entry: Term B USETERM A If there is an entry: TERM A BTTERM B There must be a corresponding entry: TERM B NTTERM A Remember: Case usage conventions are one method used to differentiate among PREFERRED and Non-preferred terms

21 21 The Principle of Reciprocity (Continued) AND FINALLY: If there is an entry: TERM A RTTERM B There must be a corresponding entry: TERM B RTTERM A

22 22 Types of Relationships Equivalence : Synonyms and Near-Synonyms USE – USE FOR : Where preference is involved Hierarchy BT – NT : Superset/Subset, Whole/Part Association RT : For other relationships

23 23 SC 32 Data Management and Interchange Meta Data Registry Projects ISO/IEC Metadata Registries, Parts 1-6: Framework Classification Registry metamodel and basic attributes Formulation of data definitions Naming & identification principles Registration ISO/IEC TR , Procedures for achieving MDR content consistency-Data elements published July, ISO/IEC TR , Procedures for achieving MDR content consistency- Value Domains published in March, ISO/IEC series – API’s and other interfaces All of the above are available free at:

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25 25 Registry TypeWhat is RegisteredPurpose ISO UDDI Universal Description, Discovery, and Integration OASIS/ebXML Org. for the Advancement of Structured Info Stds/electronic business XML Ontological Registries Dublin Core Database Catalogs CASE Tool Repositories Software Component Registries Data Elements Value Domains, Data Element Concepts, etc. Data Semantics, Reuse & Standardization Concept structures Terms, Relations between concepts, etc. Terminology and Semantics Electronic Resources Documents, etc. Semantics and Interoperability Web-based services Directory of web services (including interface specifications) Discovery and Interoperability XML Artifacts XML Schemas, DTDs related to business info exchange (EDI documents, etc.) Syntactical Structure (of info being exchanged) Database Structures Database Schemas, Tables, Columns, etc.) Syntactical Structure (of databases) Data Models & Application Modules (ERDs, etc.) DB & Application Design & Generation Software Components (EJBs, COM, CORBA IDL) Component Reuse & Standardization Modified from Open Forum 2003 on Metadata Registries, Larry Fitzwater (EPA), Kathleen Gundry (SAIC)

26 26 Data Element Concept Conceptual Domain Classification Scheme Related Documents and URLs Value Domain Conceptual Domain Data Type Min/Max Length Low/High Value Format Unit of Measure Precision Valid Values –Value Meanings Preferred Name/Context/Language Alternative Names/Context/Language Preferred Definition/Context/Language Alternative Definitions/Context/Language Example Related Data Elements Derived and Composite Data Elements Registration Information Registration Authority, Registrar Unique Registration ID Reg. Authority, Data ID, Version ID Registration Status Submitter Org, Submitter Assigned Steward Administrative Status and Notes ISO/IEC Data Element (DE) Standard Attributes & Relationships Important for Data Governance Important for Data Interoperability Important for Semantic Understanding Modified from Gail Wright, Oracle Corp.

27 27 Classification in ISO Part 2 Edition 2

28 28 ISO/IEC Core Meta-Model Data Element Concept Value Domain Data Element Conceptual Domain Perception Representation Object Class Property Represen- tation

29 29 ISO/IEC Core Meta-Model Data Element Concept Value Domain Data Element Conceptual Domain Perception Representation * * 1..1 Sexes Male Female Other Sex_Code (Census) 01 – Male 02 - Female Person.Sex Person.Sex:Code Object Class Property SexPerson Gender_Type (NIH) XY - Male XX – Female XXY – Underdeveloped Male XYY – Overdeveloped Male X – Underdeveloped Female Person.Gender:Code Gender_Code (HHS) M - Male F – Female O - Other Person.Gender:Type * Hypothetical Example Modified from Gail Wright, Oracle Corp.

30 30 ISO/IEC Core Meta-Model Data Element Concept Value Domain Data Element Conceptual Domain Perception Representation Object Class Property DEC Type:Term Absent Sick Service Member Absent Sick Day Count

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33 33 Example of Glossary Entry Display Glossary Term: Absent Sick Definition: An Active Duty (Army, Navy, Air Force, and Marine Corps) member hospitalized in other than an U.S. Military Treatment Facility and for whom administrative responsibility has been assigned to an U.S. Military Treatment Facility (MTF). A single-source Glossary entry includes a link to any and all data Elements which contain the term.

34 34 Using the Thesaurus to Represent Term Structure Relationships ABSENT SICK SN P An Active Duty (Army, Navy, Air Force, and Marine Corps) member hospitalized in other than an U.S. Military Treatment Facility and for whom administrative responsibility has been assigned to an U.S. Military Treatment Facility (MTF). (DoD M) NT P ABSENT SICK MOVED TO MTF. Patients who have been moved from a non-U.S. military facility to a MTF. (DoD M) NT P TOTAL ABSENT SICK. Patients who are absent sick the total time (never moved to a MTF). (DoD M)

35 35 Reciprocity Principle Applied to Hierarchy Relationships ABSENT SICK MOVED TO MTF BTP ABSENT SICK (DoD M) RTAL MTF (DoD M) TOTAL ABSENT SICK BTP ABSENT SICK (DoD M) RTAL MTF (DoD M) (SN Omitted)

36 36 Entries for Acronyms MTF UFAL Military Treatment Facility (DoD M) RTP ABSENT SICK (DoD M) RTP ABSENT SICK MOVED TO MTF (DoD M) RTP TOTAL ABSENT SICK (DoD M) RTP ACCOUNT CODE, MEDICAL EXPENSE AND PERFORMANCE REPORTING SYSTEM (DoD M) RTP ADJUSTMENT (DoD M)

37 37 Terms From Multiple Sources PROVIDER SNP A healthcare professional or facility or group of healthcare professionals or facilities that provide healthcare services to patients. (DoD M) SNAn individual or institution who provides medical care, including a physician, hospital, skilled nursing facility, or intensive care facility. (PBS) SNAs defined by

38 38 Term Association – Synonyms and Near-Synonyms Example: PROVIDER as preferred term PROVIDER SNP A healthcare professional or facility or group of healthcare professionals or facilities that provide healthcare services to patients. (DoD M) USE FOR Provider-Sponsored Organization (PBS) Provider-Sponsored Organization SNHealthcare providers (physicians and/or hospitals) who form an affiliation to act as insurer for an enrolled population. (PBS) USE P PROVIDER (DoD M)

39 39 Term Association – Synonyms and Near-Synonyms (Continued) Example: When neither term is preferred, use the RT Relationship: PROVIDER SNP A healthcare professional or facility or group of healthcare professionals or facilities that provide healthcare services to patients. (DoD M) RTPROVIDER-SPONSORED ORGANIZATION (PBS) PROVIDER-SPONSORED ORGANIZATION SNHealthcare providers (physicians and/or hospitals) who form an affiliation to act as insurer for an enrolled population. (PBS) RTPROVIDER (PBS) RT P PROVIDER (DoD M)

40 40 Term Association - Hierarchy Superset/Subset Example: Instances HOSPITAL SNA health treatment facility capable of providing definitive inpatient care. It is staffed and equipped to provide diagnostic and therapeutic services in the fields of general medicine and surgery and preventive medicine services, and has the supporting facilities to perform its assigned mission and functions. A hospital may, in addition, discharge the functions of a clinic. (DoD M) NTWalter Reed ( ) NTBethesda ( ) WALTER REED BTHOSPITAL BETHESDA BTHOSPITAL

41 41 Term Association - Hierarchy Whole/Part Example HOSPITAL SN (DoD M) NTDental Clinic ( ) NTDrug Dispensary ( ) DENTAL CLINIC BTHOSPITAL (DoD M) DRUG DISPENSARY BTHOSPITAL (DoD M)

42 42 Advantages of Linking to the Metadata Registry Entry PROVIDER SNP A healthcare professional or facility or group of healthcare professionals or facilities that provide healthcare services to patients. (DoD M) SNAn individual or institution who provides medical care, including a physician, hospital, skilled nursing facility, or intensive care facility. (PBS) SNAs defined by

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46 46 Summary Terminology and classification principles applied to metadata management improve the understandability and usefulness of information. One way to achieve maximum synergy is to incorporate a thesaurus-based Glossary with your Enterprise Metadata Registry.

47 47 ISO/IEC 11179, Second Edition: Parts 1-6 now published. ISO/IEC TR , Procedures for achieving MDR content consistency-Data elements published July, ISO/IEC TR , Procedures for achieving MDR content consistency- Value Domains published in March, All of the above are available free at: standards.iso.org/ittf/PubliclyAvailableStandards/index.html Document Availability


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