a method for the development of dublin core application profiles (me4dcap v0.2): detailed...

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Agenda Introduction Me4DCAP V0.2 Future Work The End Me4DCAP V0.2: A method for the development of Dublin Core Application Profiles Mariana Curado Malta & Ana Alice Baptista Algoritmi Center, University of Minho [email protected] [email protected] DC-2013, Lisbon - Portugal - Sep 2013 This project is financed with FEDER funds by the Programa Operacional Fatores de Competitividade – COMPETE and by Portuguese National Funds through FCT – Funda¸c˜ ao para a Ciˆ encia e Tecnologia for the project: FCOMP-01-0124-FEDER-022674 Mariana Malta & Ana Alice Baptista Me4DCAP V0.2: A method for the development of Dublin Core Application Profiles

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Presentation at the DC-2013 conference. Paper available here: http://dcevents.dublincore.org/IntConf/dc-2013/paper/view/178/81

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Page 1: A method for the development of Dublin Core Application Profiles (Me4DCAP V0.2): detailed description

Agenda Introduction Me4DCAP V0.2 Future Work The End

Me4DCAP V0.2: A method for the development of DublinCore Application Profiles

Mariana Curado Malta & Ana Alice BaptistaAlgoritmi Center, University of Minho

[email protected]@dsi.uminho.pt

DC-2013, Lisbon - Portugal - Sep 2013

This project is financed with FEDER funds by the Programa Operacional Fatores de Competitividade – COMPETE

and by Portuguese National Funds through FCT – Fundacao para a Ciencia e Tecnologia for the project:

FCOMP-01-0124-FEDER-022674

Mariana Malta & Ana Alice Baptista

Me4DCAP V0.2: A method for the development of Dublin Core Application Profiles

Page 2: A method for the development of Dublin Core Application Profiles (Me4DCAP V0.2): detailed description

Agenda Introduction Me4DCAP V0.2 Future Work The End

Introduction

Me4DCAP V0.2

Future Work

Mariana Malta & Ana Alice Baptista

Me4DCAP V0.2: A method for the development of Dublin Core Application Profiles

Page 3: A method for the development of Dublin Core Application Profiles (Me4DCAP V0.2): detailed description

Agenda Introduction Me4DCAP V0.2 Future Work The End

DCAP

I DCMI created new instruments with a goal: to speak acommon language

I Dublin Core Abstract Model (DCAM): a model developed forDCMI syntax specifications

I presents the components and constructs used in DCMIdatabases

I one of them is the Dublin Core Application Profiles (DCAP)

I A DCAP is a generic construct for designing metadatarecords

Mariana Malta & Ana Alice Baptista

Me4DCAP V0.2: A method for the development of Dublin Core Application Profiles

Page 4: A method for the development of Dublin Core Application Profiles (Me4DCAP V0.2): detailed description

Agenda Introduction Me4DCAP V0.2 Future Work The End

Research Problem

I A DCAP development is a complex taskI it needs an adequate support

I A study we have performed (Curado Malta & Baptista,2013b) shows that:

I (to the best of our knowledge)

there is no method for the development of DCAP onlydocuments with some thoughts on how the process should be

I It is imperative to have such a method

Mariana Malta & Ana Alice Baptista

Me4DCAP V0.2: A method for the development of Dublin Core Application Profiles

Page 5: A method for the development of Dublin Core Application Profiles (Me4DCAP V0.2): detailed description

Agenda Introduction Me4DCAP V0.2 Future Work The End

Research Problem

I A DCAP development is a complex taskI it needs an adequate support

I A study we have performed (Curado Malta & Baptista,2013b) shows that:

I (to the best of our knowledge)

there is no method for the development of DCAP onlydocuments with some thoughts on how the process should be

I It is imperative to have such a method

Mariana Malta & Ana Alice Baptista

Me4DCAP V0.2: A method for the development of Dublin Core Application Profiles

Page 6: A method for the development of Dublin Core Application Profiles (Me4DCAP V0.2): detailed description

Agenda Introduction Me4DCAP V0.2 Future Work The End

Research Methodology

I Design Science Research (DSR)

I DSR aims at the development of innovative artifacts thatsolve real-world problems (Simon, 1996)

I Our artifact is a method: A method for the developmentof DCAP (Me4DCAP)

I Our project uses Hevner’s (2007) DSR framework

Mariana Malta & Ana Alice Baptista

Me4DCAP V0.2: A method for the development of Dublin Core Application Profiles

Page 7: A method for the development of Dublin Core Application Profiles (Me4DCAP V0.2): detailed description

Agenda Introduction Me4DCAP V0.2 Future Work The End

Take a deep breath....... here we go!

Mariana Malta & Ana Alice Baptista

Me4DCAP V0.2: A method for the development of Dublin Core Application Profiles

Page 8: A method for the development of Dublin Core Application Profiles (Me4DCAP V0.2): detailed description

Agenda Introduction Me4DCAP V0.2 Future Work The End

Starting point

A DCAP is defined in the “Singapore Framework for Dublin CoreApplication Profiles” - Baker et al. (2008)

I Functional Requirements (Mandatory)

I Domain Model (Mandatory)

I Description Set Profile (Mandatory)

I Usage guidelines (optional)

I Encoding Syntax guidelines (optional)

The development of a DCAP is a process by stages

Mariana Malta & Ana Alice Baptista

Me4DCAP V0.2: A method for the development of Dublin Core Application Profiles

Page 9: A method for the development of Dublin Core Application Profiles (Me4DCAP V0.2): detailed description

Agenda Introduction Me4DCAP V0.2 Future Work The End

Introduction

I Me4DCAP defines:

I The composition of the work-team and

I ... the type of work each work-team-member should do

I The process workflow

I The deliverables at every stage

I The techniques used to develop those deliverables

Mariana Malta & Ana Alice Baptista

Me4DCAP V0.2: A method for the development of Dublin Core Application Profiles

Page 10: A method for the development of Dublin Core Application Profiles (Me4DCAP V0.2): detailed description

Agenda Introduction Me4DCAP V0.2 Future Work The End

Deliverables Workflow

Mariana Malta & Ana Alice Baptista

Me4DCAP V0.2: A method for the development of Dublin Core Application Profiles

Page 11: A method for the development of Dublin Core Application Profiles (Me4DCAP V0.2): detailed description

Agenda Introduction Me4DCAP V0.2 Future Work The End

Deliverables Workflow

Mariana Malta & Ana Alice Baptista

Me4DCAP V0.2: A method for the development of Dublin Core Application Profiles

Page 12: A method for the development of Dublin Core Application Profiles (Me4DCAP V0.2): detailed description

Agenda Introduction Me4DCAP V0.2 Future Work The End

Deliverables Workflow

Mariana Malta & Ana Alice Baptista

Me4DCAP V0.2: A method for the development of Dublin Core Application Profiles

Page 13: A method for the development of Dublin Core Application Profiles (Me4DCAP V0.2): detailed description

Agenda Introduction Me4DCAP V0.2 Future Work The End

Work-Team

The work-team should have at least one person of each of thefolowing profiles:

I Project Manager: has a scope vision of the organisations andof the goals they want to achieve with the DCAP

I System Analyst: has technical skills in data modeling and inrequirements elicitation

I Integrator: understands the Semantic Web concepts

I Final User: works with the Web System that will be using theDCAP in development

Mariana Malta & Ana Alice Baptista

Me4DCAP V0.2: A method for the development of Dublin Core Application Profiles

Page 14: A method for the development of Dublin Core Application Profiles (Me4DCAP V0.2): detailed description

Agenda Introduction Me4DCAP V0.2 Future Work The End

Glossary

A Glossary should be developed during the whole processdevelopment

I It is a very important deliverable because of themultidisciplinarity of the work-team

I A Glossary is a text document with the keywords (and itsdescription) used in the process

I All work-team members should contribute to the Glossary

Mariana Malta & Ana Alice Baptista

Me4DCAP V0.2: A method for the development of Dublin Core Application Profiles

Page 15: A method for the development of Dublin Core Application Profiles (Me4DCAP V0.2): detailed description

Agenda Introduction Me4DCAP V0.2 Future Work The End

Functional Requirements

To build the Functional Requirements Me4DCAP obliges thedevelopment of the following deliverables:

I Work-Plan: time planning of the project activities (e.g aGantt Chart) (all team; Project Manager leads)

I Vision Statement: shows what developers want to reachwith the DCAP development; it defines the scope of theDCAP(all team; Project Manager leads)

I Expression of Functional Requirements: a list of theFunctional Requirements Expressed by the work-team - veryshort description per Functional Requirement (all team; System analyst

leads)

(continues...)

Mariana Malta & Ana Alice Baptista

Me4DCAP V0.2: A method for the development of Dublin Core Application Profiles

Page 16: A method for the development of Dublin Core Application Profiles (Me4DCAP V0.2): detailed description

Agenda Introduction Me4DCAP V0.2 Future Work The End

Functional Requirements

To build the Functional Requirements Me4DCAP obliges thedevelopment of the following deliverables:

I Work-Plan: time planning of the project activities (e.g aGantt Chart) (all team; Project Manager leads)

I Vision Statement: shows what developers want to reachwith the DCAP development; it defines the scope of theDCAP(all team; Project Manager leads)

I Expression of Functional Requirements: a list of theFunctional Requirements Expressed by the work-team - veryshort description per Functional Requirement (all team; System analyst

leads)

(continues...)

Mariana Malta & Ana Alice Baptista

Me4DCAP V0.2: A method for the development of Dublin Core Application Profiles

Page 17: A method for the development of Dublin Core Application Profiles (Me4DCAP V0.2): detailed description

Agenda Introduction Me4DCAP V0.2 Future Work The End

Functional Requirements

To build the Functional Requirements Me4DCAP obliges thedevelopment of the following deliverables:

I Work-Plan: time planning of the project activities (e.g aGantt Chart) (all team; Project Manager leads)

I Vision Statement: shows what developers want to reachwith the DCAP development; it defines the scope of theDCAP(all team; Project Manager leads)

I Expression of Functional Requirements: a list of theFunctional Requirements Expressed by the work-team - veryshort description per Functional Requirement (all team; System analyst

leads)

(continues...)

Mariana Malta & Ana Alice Baptista

Me4DCAP V0.2: A method for the development of Dublin Core Application Profiles

Page 18: A method for the development of Dublin Core Application Profiles (Me4DCAP V0.2): detailed description

Agenda Introduction Me4DCAP V0.2 Future Work The End

Functional Requirements

(Continued from last page...)

I Use-Cases Model. It is composed by:I the UML Use-Cases diagrams with the actors that interact in

the Use-CasesI the set of all detailed Use-Cases: the sequence of actions.

(all team; System analyst leads)

To finally build the Functional Requirements (FR) (SingaporeStage 1) (all team; System Analyst leads):

I FR deliverable is a text document with general goals andspecific tasks (Baker and Coyle, 2009)

I Use the Expression of Functional Requirements and Use-CaseModel to identify the FR these deliverables explicit;

Mariana Malta & Ana Alice Baptista

Me4DCAP V0.2: A method for the development of Dublin Core Application Profiles

Page 19: A method for the development of Dublin Core Application Profiles (Me4DCAP V0.2): detailed description

Agenda Introduction Me4DCAP V0.2 Future Work The End

Functional Requirements

(Continued from last page...)

I Use-Cases Model. It is composed by:I the UML Use-Cases diagrams with the actors that interact in

the Use-CasesI the set of all detailed Use-Cases: the sequence of actions.

(all team; System analyst leads)

To finally build the Functional Requirements (FR) (SingaporeStage 1) (all team; System Analyst leads):

I FR deliverable is a text document with general goals andspecific tasks (Baker and Coyle, 2009)

I Use the Expression of Functional Requirements and Use-CaseModel to identify the FR these deliverables explicit;

Mariana Malta & Ana Alice Baptista

Me4DCAP V0.2: A method for the development of Dublin Core Application Profiles

Page 20: A method for the development of Dublin Core Application Profiles (Me4DCAP V0.2): detailed description

Agenda Introduction Me4DCAP V0.2 Future Work The End

Domain Model

The Domain Model “captures the most important types of objectsin the context of the system.” (Booch et al., 1999, p. 119)

I based on the Functional Requirements and on the Use-CasesModel, Expression of Functional Requirements deliverables

I and on other information or documents, if available

I Me4DCAP sugests the use of the ORM technique:I The diagram identifies the classes of objects and the

relationships among them

I attributes are omitted at this phase of the process

I other techniques can be used (e.g. ER technique)

(all team; System Analyst leads)

Mariana Malta & Ana Alice Baptista

Me4DCAP V0.2: A method for the development of Dublin Core Application Profiles

Page 21: A method for the development of Dublin Core Application Profiles (Me4DCAP V0.2): detailed description

Agenda Introduction Me4DCAP V0.2 Future Work The End

Domain Model

The Domain Model “captures the most important types of objectsin the context of the system.” (Booch et al., 1999, p. 119)

I based on the Functional Requirements and on the Use-CasesModel, Expression of Functional Requirements deliverables

I and on other information or documents, if available

I Me4DCAP sugests the use of the ORM technique:I The diagram identifies the classes of objects and the

relationships among them

I attributes are omitted at this phase of the process

I other techniques can be used (e.g. ER technique)

(all team; System Analyst leads)

Mariana Malta & Ana Alice Baptista

Me4DCAP V0.2: A method for the development of Dublin Core Application Profiles

Page 22: A method for the development of Dublin Core Application Profiles (Me4DCAP V0.2): detailed description

Agenda Introduction Me4DCAP V0.2 Future Work The End

Description Set Profile

To build the Description Set Profile Me4DCAP obliges thedevelopment of the following deliverables:

I The Integration Dossier

I The Validation Dossier (in laboratory)

Mariana Malta & Ana Alice Baptista

Me4DCAP V0.2: A method for the development of Dublin Core Application Profiles

Page 23: A method for the development of Dublin Core Application Profiles (Me4DCAP V0.2): detailed description

Agenda Introduction Me4DCAP V0.2 Future Work The End

Description Set Profile - Integration Dossier

The Integration Dossier is composed by 3 mandatory deliberables:I A Detailed Data Model Diagram (System Analyst: all team checks):

I classes of objects (defined in the Domain Model);I attributes of the classes of objects;I attributes’ constraints, such as their repeatability and range

I A State Of The Art report: A State of the art to existingmetadata schemes that are described in RDF (Integrator)

I If the metadata schemes of the State of The Art report doesnot fullfill the needs of properties descriptions the work-teamwill have to coin new RDF properties

I A Document of Integration: shows, in a matrix, per line,every property or class and its constraints, described by theproperties of the metadata schemes and encoding schemeschosen (Integrator)

Mariana Malta & Ana Alice Baptista

Me4DCAP V0.2: A method for the development of Dublin Core Application Profiles

Page 24: A method for the development of Dublin Core Application Profiles (Me4DCAP V0.2): detailed description

Agenda Introduction Me4DCAP V0.2 Future Work The End

Description Set Profile - Integration Dossier

The Integration Dossier is composed by 3 mandatory deliberables:I A Detailed Data Model Diagram (System Analyst: all team checks):

I classes of objects (defined in the Domain Model);I attributes of the classes of objects;I attributes’ constraints, such as their repeatability and range

I A State Of The Art report: A State of the art to existingmetadata schemes that are described in RDF (Integrator)

I If the metadata schemes of the State of The Art report doesnot fullfill the needs of properties descriptions the work-teamwill have to coin new RDF properties

I A Document of Integration: shows, in a matrix, per line,every property or class and its constraints, described by theproperties of the metadata schemes and encoding schemeschosen (Integrator)

Mariana Malta & Ana Alice Baptista

Me4DCAP V0.2: A method for the development of Dublin Core Application Profiles

Page 25: A method for the development of Dublin Core Application Profiles (Me4DCAP V0.2): detailed description

Agenda Introduction Me4DCAP V0.2 Future Work The End

Description Set Profile - Integration Dossier

The Integration Dossier is composed by 3 mandatory deliberables:I A Detailed Data Model Diagram (System Analyst: all team checks):

I classes of objects (defined in the Domain Model);I attributes of the classes of objects;I attributes’ constraints, such as their repeatability and range

I A State Of The Art report: A State of the art to existingmetadata schemes that are described in RDF (Integrator)

I If the metadata schemes of the State of The Art report doesnot fullfill the needs of properties descriptions the work-teamwill have to coin new RDF properties

I A Document of Integration: shows, in a matrix, per line,every property or class and its constraints, described by theproperties of the metadata schemes and encoding schemeschosen (Integrator)

Mariana Malta & Ana Alice Baptista

Me4DCAP V0.2: A method for the development of Dublin Core Application Profiles

Page 26: A method for the development of Dublin Core Application Profiles (Me4DCAP V0.2): detailed description

Agenda Introduction Me4DCAP V0.2 Future Work The End

Description Set Profile - Validation Dossier (in laboratory)

The Validation Dossier (in laboratory) is composed by 3mandatory deliberables:

I A Validation Report (all team): to check the DCAP adequacy towhat has been defined in the “Vision Statement”

I A Document of Validation (all team - Integrator leads):I To check the DCAP adequacy to the resources that are going

to be described by itI To apply the DCAP descriptors to a resource sample

I A Questionnaire: Answer to a set of questions to assess thedifficulties of the validation process (all team; Project Manager leads)

I According to the results of the Validation Dossier, the processiterates or follows to the Description Set Profile development

Mariana Malta & Ana Alice Baptista

Me4DCAP V0.2: A method for the development of Dublin Core Application Profiles

Page 27: A method for the development of Dublin Core Application Profiles (Me4DCAP V0.2): detailed description

Agenda Introduction Me4DCAP V0.2 Future Work The End

Description Set Profile - Validation Dossier (in laboratory)

The Validation Dossier (in laboratory) is composed by 3mandatory deliberables:

I A Validation Report (all team): to check the DCAP adequacy towhat has been defined in the “Vision Statement”

I A Document of Validation (all team - Integrator leads):I To check the DCAP adequacy to the resources that are going

to be described by itI To apply the DCAP descriptors to a resource sample

I A Questionnaire: Answer to a set of questions to assess thedifficulties of the validation process (all team; Project Manager leads)

I According to the results of the Validation Dossier, the processiterates or follows to the Description Set Profile development

Mariana Malta & Ana Alice Baptista

Me4DCAP V0.2: A method for the development of Dublin Core Application Profiles

Page 28: A method for the development of Dublin Core Application Profiles (Me4DCAP V0.2): detailed description

Agenda Introduction Me4DCAP V0.2 Future Work The End

Description Set Profile - Validation Dossier (in laboratory)

The Validation Dossier (in laboratory) is composed by 3mandatory deliberables:

I A Validation Report (all team): to check the DCAP adequacy towhat has been defined in the “Vision Statement”

I A Document of Validation (all team - Integrator leads):I To check the DCAP adequacy to the resources that are going

to be described by itI To apply the DCAP descriptors to a resource sample

I A Questionnaire: Answer to a set of questions to assess thedifficulties of the validation process (all team; Project Manager leads)

I According to the results of the Validation Dossier, the processiterates or follows to the Description Set Profile development

Mariana Malta & Ana Alice Baptista

Me4DCAP V0.2: A method for the development of Dublin Core Application Profiles

Page 29: A method for the development of Dublin Core Application Profiles (Me4DCAP V0.2): detailed description

Agenda Introduction Me4DCAP V0.2 Future Work The End

Description Set Profile - Validation Dossier (in laboratory)

The Validation Dossier (in laboratory) is composed by 3mandatory deliberables:

I A Validation Report (all team): to check the DCAP adequacy towhat has been defined in the “Vision Statement”

I A Document of Validation (all team - Integrator leads):I To check the DCAP adequacy to the resources that are going

to be described by itI To apply the DCAP descriptors to a resource sample

I A Questionnaire: Answer to a set of questions to assess thedifficulties of the validation process (all team; Project Manager leads)

I According to the results of the Validation Dossier, the processiterates or follows to the Description Set Profile development

Mariana Malta & Ana Alice Baptista

Me4DCAP V0.2: A method for the development of Dublin Core Application Profiles

Page 30: A method for the development of Dublin Core Application Profiles (Me4DCAP V0.2): detailed description

Agenda Introduction Me4DCAP V0.2 Future Work The End

Description Set Profile

I Once both, the Integration Dossier and the Validation Dossierare done, it is possible to pass on into the development of theDescription Set Profile (DSP)

I DSP is defined in the Nilsson’s (2008) document

I The Document of Integration is the basis for the DSPdevelopment

Mariana Malta & Ana Alice Baptista

Me4DCAP V0.2: A method for the development of Dublin Core Application Profiles

Page 31: A method for the development of Dublin Core Application Profiles (Me4DCAP V0.2): detailed description

Agenda Introduction Me4DCAP V0.2 Future Work The End

Guidelines

I The Usage Guidelines and Syntax Guidelines are notmandatory in the Singapore Framework

I Me4DCAP recommends that they should be developed

I the developing of the Usage Guidelines can start at the sametime as the Domain Model development (Project Manager and Integrator)

I The development of the Syntax Guidelines (Integrator)needs thatthe Integration Dossier has been already developed in acertain stage in order to have already some maturity

Mariana Malta & Ana Alice Baptista

Me4DCAP V0.2: A method for the development of Dublin Core Application Profiles

Page 32: A method for the development of Dublin Core Application Profiles (Me4DCAP V0.2): detailed description

Agenda Introduction Me4DCAP V0.2 Future Work The End

Validation in Production

I Use of log registration technique

I observing final-users working with a system that implementedthe DCAP (integrator)

I the results of this validation in production are reported to thewhole team in order to review and access the DCAPdefinitions

I If there is any new information to add, the process starts again

I DCAP users are not standalone machines; in such anenvironment, the whole system will be impacted with changes!

Mariana Malta & Ana Alice Baptista

Me4DCAP V0.2: A method for the development of Dublin Core Application Profiles

Page 33: A method for the development of Dublin Core Application Profiles (Me4DCAP V0.2): detailed description

Agenda Introduction Me4DCAP V0.2 Future Work The End

Mariana Malta & Ana Alice Baptista

Me4DCAP V0.2: A method for the development of Dublin Core Application Profiles

Page 34: A method for the development of Dublin Core Application Profiles (Me4DCAP V0.2): detailed description

Agenda Introduction Me4DCAP V0.2 Future Work The End

Next steps:

I The validation of Me4DCAP V0.2 will be executed

I Me4DCAP V0.3

Future Work:

I Me4DCAP V0.3 field testing - call for testing

I Work in another Me4DCAP Version ??

Mariana Malta & Ana Alice Baptista

Me4DCAP V0.2: A method for the development of Dublin Core Application Profiles

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Agenda Introduction Me4DCAP V0.2 Future Work The End

Thank you

Look for references in the paper

Mariana Malta & Ana Alice Baptista

Me4DCAP V0.2: A method for the development of Dublin Core Application Profiles

Page 36: A method for the development of Dublin Core Application Profiles (Me4DCAP V0.2): detailed description

Agenda Introduction Me4DCAP V0.2 Future Work The End

Questions

Mariana Curado Malta & Ana Alice Baptista

Algoritmi Center, University of Minho

QUESTIONS?

CALL FOR Me4DCAP TESTING

=⇒ [email protected]

Mariana Malta & Ana Alice Baptista

Me4DCAP V0.2: A method for the development of Dublin Core Application Profiles