1. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 1 CERIF COURSE Session3: DataModel 1 Keith G Jeffery, Director, IT CLRC k.g.jeffery@rl.ac.ukk.g.jeffery@rl.ac.uk Anne Asserson, University of Bergen anne.asserson@ub.uib.noanne.asserson@ub.uib.no

2. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 2 Structure of Session Full, exchange and metadata models Full model – overview (nutshell) The concept of binary relations, linking relations and recursion The concept of character / language variants The concept of enumerated lists – dictionaries, thesauri, ontologies

3. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 3 Structure of Session Full, exchange and metadata models Full model – overview (nutshell) The concept of binary relations, linking relations and recursion The concept of character / language variants The concept of enumerated lists – dictionaries, thesauri, ontologies

4. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 4 Full, exchange and metadata models Metadata Model is a subset of Exchange Model is a subset of Full Model Full Model is intersection of existing CRISs excluding uncommon variants

5. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 5 Structure of Session Full, exchange and metadata models Full model – overview (nutshell) The concept of binary relations, linking relations and recursion The concept of character / language variants The concept of enumerated lists – dictionaries, thesauri, ontologies

6. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 6 CERIF2000 Data model –Extended relational model –Linking relations with attributes (roles and time stamp) –3 base entities Person, Organisation, Project –12 secondary base entities (linked to base entities) –36 Look up tables (to ensure data quality) –39 Link tables (flexibility) –all text fields have multiple language fields –maximum representativity with minimum complexity

7. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 7 CERIF2000 in a Nutshell

8. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 8 PROJECTORGUNIT SkillsCV General Facility Particular Equipment Contact Results Publication Results Patent Results Product Service Funding Programme Event Classification Prize/Award PERSON

9. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 9 PROJECTORGUNITPERSON Three Primary Entities Concepts: (1) entities that reflect main ‘views of entry’ into CRISs (2) entities with no direct functional dependency on each other (3) entities that can refer to themselves (recursion) (4) entities linked in pairs by ‘linking relations’ (5) ‘linking relations’ represent temporally-bound roles (6) ‘linking relations’ have primary key of each entity, role, date/time start, date/time end and any other constraints

10. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 10 PROJECTORGUNITPERSON Linking Relations As an Example: PERSON-ORGUNIT Concepts: (1) May have many instances of the relationship for each instance of PERSON and ORGUNIT due to role and temporal bounding (2) Role: the purpose of the relationship e.g. employee | head | …. (3) Temporal: the use of and defines the duration of this relationship Analagous for PROJECT_ORGUNIT and PERSON_PROJECT Person-Orgunit

11. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 11 PROJECTORGUNITPERSON Primary Base Entity: ORGUNIT Concepts: (1) ORGUNIT may have an organisationally subordinate relationship to another ORGUNIT e.g. a Group within a Department (2) ORGUNIT may have a symbiotic relationship to another ORGUNIT e.g. two Groups that have a cooperation agreement (3) ORGUNIT may have a financial relationship to another ORGUNIT e.g. customer - contractor Orgunit-Orgunit

12. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 12 PROJECTORGUNITPERSON Primary Base Entity: PROJECT Concepts: (1) PROJECT may have an organisationally subordinate relationship to another PROJECT e.g. a sub-Project (2) PROJECT may have a symbiotic relationship to another PROJECT e.g. two Projects that cooperate by agreement (3) PROJECT may have a temporal relationship to another PROJECT e.g. one project follows on from another

13. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 13 PROJECTORGUNITPERSON Primary Base Entity: PERSON Concepts: (1) PERSON may have a socially subordinate relationship to another PERSON e.g. a child of a parent (2) PERSON may have a symbiotic relationship to another PERSON e.g. two researchers that cooperate by agreement (3) PERSON may have a temporal relationship to PERSON e.g. a lecturer (dates) becomes a reader (dates)

14. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 14 PROJECTORGUNITPERSON Funding Programme Concepts: (1) Funding Programme is related to (a) ORGUNIT and / or (b) PROJECT (2) A Person is only funded via (a) ORGUNIT and / or (b) PROJECT (3) any other entities are only funded via (a) ORGUNIT and / or (b) PROJECT FUNDING PROGRAMME Secondary Base Entities:

15. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 15 PROJECTORGUNITPERSON Contact Secondary Base Entities: example: CONTACT Concepts: (1) all contacts in one place - no replication, no update problems (2) >1 contact dependent on role e.g. private address|work address (3) the PROJECT contact is usually the project leader: a PERSON (4) the ORGUNIT contact is usually the head: a PERSON (5) but may have a generic address e.g. project URI | Orgunit email (helpdesk@rl.ac.uk) Analagous for Publication, Product, Patent, Event, Prize/Award....

16. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 16 PROJECTORGUNITPERSON Result_Publication Secondary Base Entities: example: RESULT_PUBLICATION Concepts: (1) temporally-bound role linking relations (2) >1 linking relation : Result_Publication and other entities (3) PERSON role may be author, co-author, editor, reviewer…. (4) ORGUNIT role may be publisher, IPR or copyright owner.. (5) PROJECT role may be the source of the idea

17. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 17 PROJECT ORGUNIT PERSON Result_Publication Can Express: (where DT-date/time) Person A (DT1 - DT2) (is author of) Publication X Orgunit O (DT1 - DT2) (is owner of IPR in) Publication X Person A (DT1 - DT2) (is employee of ) Orgunit O Person A (DT1 - DT2) (is project leader of) Project P Person A (DT1-DT2) (is member of) Orgunit M Person A (DT1-DT2) (is member of) Orgunit N Orgunit M (DT1-DT2) (is part of) Orgunit O Orgunit N (DT1-DT2) (is part of) Orgunit O Secondary Base Entities: example: RESULT_PUBLICATION

18. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 18 PROJECTORGUNITPERSON SkillsCV General Facility Particular Equipment Contact Results Publication Results Patent Results Product Service Funding Programme Event PERSON Links Prize/Award

19. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 19 PROJECTORGUNITPERSON SkillsCV General Facility Particular Equipment Contact Results Publication Results Patent Results Product Service Funding Programme EventPrize/Award PROJECT Links

20. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 20 PROJECTORGUNITPERSON SkillsCV General Facility Particular Equipment Contact Results Publication Results Patent Results Product Service Funding Programme Event ORGUNIT Links Prize/Award

21. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 21 PROJECTORGUNITPERSON SkillsCV General Facility Particular Equipment Contact Results Publication Results Patent Results Product Service Funding Programme Event Classification Prize/Award

22. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 22 PROJECTORGUNITPERSON SkillsCV General Facility Particular Equipment Contact Results Publication Results Patent Results Product Service Funding Programme Event Classification The Whole Thing Prize/Award

23. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 23 End of CERIF2000 in a Nutshell

24. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 24 Structure of Session Full, exchange and metadata models Full model – overview (nutshell) The concept of binary relations, linking relations and recursion The concept of character / language variants The concept of enumerated lists – dictionaries, thesauri, ontologies

25. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 25 Binary Relations The Problem Wish to link flexibly –An instance in an entity to a related instance in another entity (relationship) –An instance in an entity to another instance in the same entity (recursion) Examples –Person Project e.g. x is leader of z –Person Person e.g. x is boss of y

26. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 26 Binary Relations Relationship Usual Relation ProjectProject PersonPerson PersonPerson PROJECT PERSON PK FK

27. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 27 Binary Relations Relationship Problem Supports only 1 (Project) to n (Persons) i.e. the persons on any 1 project, with all their attributes (dependencies) In many cases need to indicate that –The same person works on several projects –In different roles (e.g. leader, programmer) –At different (or the same) time periods i.e. 1 (Person) to n (Projects)

28. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 28 Binary Relations Relationship Binary Relation ProjectProject PersonPerson PROJECT PERSON ProjectProject PersonPerson nm

29. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 29 Binary Relations Relationship Binary Relation ProjectProject PersonPerson PROJECT PERSON ProjectProject PersonPerson RoleRole S t a rt D a t e EndDateEndDate In practice usually have more attributes than Project / Person

30. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 30 Binary Relations Recursion Usual Relation PK &FK PersonPerson PERSON PersonPerson Actually works like this PERSON

31. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 31 Binary Relations Recursion Binary Relation PersonPerson PERSON PersonPerson PersonPerson

32. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 32 Binary Relations Recursion Binary Relation PersonPerson PERSON PersonPerson PersonPerson How the tuples from Person are represented in the binary relation

33. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 33 Binary Relations Recursion Binary Relation PersonPerson PERSON PersonPerson RoleRole S t a rt D a t e EndDateEndDate PersonPerson In practice usually have more attributes than Person / Person

34. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 34 Binary Relations Binary Relation Flexible Allows n : m With added attributes e.g. role, date/time Thus permitting –Conditional relationships –Temporal relationships –i.e. rich semantics

35. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 35 Structure of Session Full, exchange and metadata models Full model – overview (nutshell) The concept of binary relations, linking relations and recursion The concept of character / language variants The concept of enumerated lists – dictionaries, thesauri, ontologies

36. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 36 Character / Language Variants Character sets Character sets –Not only ‘Latin-1’ (need also to handle Greek, Arabic, Chinese…) –Can use escape codes technique but only works in linear data streams –Better to use a rich code that can handle any character from any language (including mathematics, financial currencies) as an atomic item - Unicode –But it requires more storage

37. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 37 Character / Language Variants Language Language CERIF has many text fields Each field may exist in multiple languages For retrieval or update need to know the language (for text- matching) So have within the logical record multiple sub-records differentiated by language for each text field Example: Project.Abstract will usually exist in (US) English and original language and maybe language of country/region where stored

38. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 38 Structure of Session Full, exchange and metadata models Full model – overview (nutshell) The concept of binary relations, linking relations and recursion The concept of character / language variants The concept of enumerated lists – dictionaries, thesauri, ontologies

39. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 39 Enumerated Lists, Dictionaries, Thesauri, Ontologies Purpose –Higher quality data: data validation –More accurate retrieval: query keywords limited and stored words (for any attribute) limited –Classification – allowing grouping and ranking by value of attribute

40. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 40 Enumerated Lists, Dictionaries, Thesauri, Ontologies Enumerated List Example: Country Code There is an ISO standard list of valid 2- character and 3-character country codes On input can validate country code is from this list (commonly with a pull-down) If changes in countries, update the list in one place and whole system reconfigured

41. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 41 Enumerated Lists, Dictionaries, Thesauri, Ontologies Dictionaries Example: meaning of a word (term) –Used in ensuring correct use of a value in an attribute –For explanation of result output Example: multilingual –Used in multilingual query (query in language 1 and retrieve from records stored in languages 2….n) –Used in result output – translate (crudely) to single language as required

42. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 42 Enumerated Lists, Dictionaries, Thesauri, Ontologies Thesauri Provide the structural relationships of words (terms) –Synonym (different word same meaning) –Homonym (same word different meaning) –Antonym (word with opposite meaning) –Super-term (a word whose meaning includes the word being used e.g. person includes {student|worker | ….} –Sub-term (a word whose meaning is included in a Super-term)

43. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 43 Enumerated Lists, Dictionaries, Thesauri, Ontologies Ontologies Ontology: philosophical study of existence and nature of reality In practice a resource of terms, their definitions and their logical inter-relationships E.g. For a publication to exist it is necessary to have a title, at least 1 author Publication  [  title AND  >=1 author]

44. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 44 Enumerated Lists, Dictionaries, Thesauri, Ontologies Ontologies Domain Ontology: Ontology covering a domain (subject area of interest) Example Publication Publication  [  title] AND  author] Collection  [  title +  >1 author +  editor] If Publication has title, > 1 author and editor it is a collection Publication is_part_of Collection Collection is_a_kind_of Publication

45. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 45 Enumerated Lists, Dictionaries, Thesauri, Ontologies Ontologies Domain Ontologies in IT A representation in first order logic allowing –Facts to be expressed –Relationships to be expressed –Constraints to be expressed –New facts and relationships to be deduced or induced

46. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 46 Enumerated Lists, Dictionaries, Thesauri, Ontologies Ontologies Used –Data validation on input –Clarification and improvement of a query –Resolving heterogeneity of terms to homogeneity –Expanding super-terms to subterms and vice- versa conditionally –Deducing or inducing new facts and relationships from stored facts and relationships

47. © Keith G Jeffery & Anne AssersonCERIF Course: Data Model 1 20021024 47 Conclusion CERIF is a data model with ‘levels’ –Primary base entities e.g. Person –Secondary base entities e.g. Result_Publication –Language-base entities e.g. Abstract –Lookup Tables e.g. Role of Person –Linking Relations e.g. Project Person