designing business documents with ublevents.oasis-open.org/home/sites/events.oasis-open.org... ·...
TRANSCRIPT
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Slide 1© Document Engineering Services 2008
COMPOSING MEANINGFUL DOCUMENTS WITH UBL
Tim McGrathOpen Standards 2008: Composability within SOA Symposium
Date: 28 April – 1 MayLocation: Santa Clara Marriott
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Slide 2© Document Engineering Services 2008
COMPOSING MEANINGFUL DOCUMENTS WITH UBL
- an approach to design and customization of UBL to satisfy specific requirements UBL is establishing itself as the language of choice for a variety of electronic commerce applications. It is
particularly well suited for use in business web services and service oriented architectures. The use of UBL for such environments ensures that services remain meaningful and worthy in a variety of different compositions. Inevitably, these applications may require some refinement of the standard structures.
This presentation explains some of the design principles behind UBL and how both the standard components and the principles behind them can be adapted to suit the requirements of different business processes. We will explore a case study involving the Danish Government's OIOUBL and Service Oriented Infrastructure project.
Composing different services into a meaningful business process requires interoperability of the information contained in the documents exchanged. This tutorial will discuss the opportunities for utilizing the OASIS Universal Business Language (UBL) as the glue to bind these services together at a business data level.
This tutorial explains the design principles behind UBL and how it can be adapted to suit the requirements of different business processes. These composite applications will require some customization of the standard structures and the creation of new document types.
The objective is to enable participants to understand the issues involved in customizing UBL and how to develop specific implementations that suit the requirements of their context of use. The target audience is system analysts and developers responsible for the implementation of document interfaces.
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Slide 3© Document Engineering Services 2008
Outline
• Background to Document Design• UBL Design• UBL Specification• Case Study Scenario• Designing Customizations• Specifying Customizations• Validating Customizations• Summary and Feedback
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Slide 4© Document Engineering Services 2008
IntroductionsWho are we and why are we here?
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Slide 5© Document Engineering Services 2008
Background to Document Design
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Slide 6© Document Engineering Services 2008
What are Documents?
• For nearly three thousand years information has been organized in purposeful and self-contained packages.– We call them documents.
• Using documents for exchanging business information is an old idea.– The technology for encoding and exchanging documents has
profoundly changedbut – The concept of a document has remained surprisingly stable.
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Slide 7© Document Engineering Services 2008
Using documents for exchanging business information is natural and intuitive.
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Slide 8© Document Engineering Services 2008
<cac:TaxTotal> <cbc:TaxAmount currencyID=“SHEKEL">60.00</cbc:TaxAmount> <cac:TaxSubtotal> <cbc:TaxableAmount currencyID=“SHEKEL">100.00</cbc:TaxableAmount> <cbc:TaxAmount currencyID=“SHEKEL">14.00</cbc:TaxAmount> <cac:TaxCategory> <cac:TaxScheme> <cbc:ID>ASSYRIAN GOVERNOR TAX</cbc:ID> </cac:TaxScheme> </cac:TaxCategory> </cac:TaxSubtotal></cac:TaxTotal>
Design Principles
XML Document
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Slide 9© Document Engineering Services 2008
How Documents Work
• Documents are self-contained collections of information.– Interfaces for people.– Interfaces to business processes.
• To be meaningful documents must be defined using a common language.– Not for information content but – For describing the meaning (semantics) of the information
content.
• The Universal Business Language is a semantic document description language.
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Slide 10© Document Engineering Services 2008
Document Exchange
• A document exchange consists of both processes and the documents (information) they produce and consume.
• By understanding the processes– we learn what kinds of information is needed.
• By understanding the document – we learn what kinds of processes are possible.
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Slide 11© Document Engineering Services 2008
Interoperability
• A basic requirement for two businesses to conduct business is that their business systems interoperate.
• Easy to express but hard to achieve.• Variations in strategies, technology platforms, legacy
applications, business processes, and terminology.• Interoperability doesn’t require that two systems be
identical.– Just they have common understanding of the meanings of
things (semantics)
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Slide 12© Document Engineering Services 2008
UBL Design
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Slide 13© Document Engineering Services 2008
UBL Design ebXML Core Components
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Slide 14© Document Engineering Services 2008
ebXML CCTS
• ebXML Core Components Technical Specification:– ISO 15000-5.– UN/CEFACT
• How to describe core components of business documents in a syntax independent manner.
• UBL is the first set of integrated XML document specifications based on CCTS.– UN/CEFACT recognizes UBL as appropriate first-generation
XML documents for eBusiness.
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Slide 15© Document Engineering Services 2008
CCTS Principles
is definedin context
as
is definedin context
as
Core ComponentType (CCT)
Aggregate CoreComponent (BCC)
Basic CoreComponent (BCC)
Aggregate BusinessInformation Entity
(ABIE)
Basic BusinessInformation Entity
(BBIE)is of type
Core Business
Message/Document
These are implied
concepts
UBL publishes these
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Slide 16© Document Engineering Services 2008
Business Information Entities
• Reusable building blocks for the exchange of information (“Core Components”) in a specific Business Context.
• Aggregate BIE– A collection of related pieces of business information that together convey
a distinct business meaning.
• Association BIE– Is associated to an Aggregate Business Information Entity,
which describes its structure. • Basic BIE
– A singular business characteristic of a specific aggregation.
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Slide 17© Document Engineering Services 2008
Basic Business Information Entities
• A singular business characteristic in a specific business context.
• Individual pieces of information.
I
cd BIEs
«ABIE»An Address
# «BBIE» Street Name: Name [0..1]# «BBIE» City Name: Name [0..1]
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Slide 18© Document Engineering Services 2008
AggregateBusiness Information Entities
• A collection of related pieces of business information. • A container of BBIEs and ASBIEs to other ABIEs.
A
cd BIEs
«ABIE»An Address
# «BBIE» Street Name: Name [0..1]# «BBIE» City Name: Name [0..1]
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Slide 19© Document Engineering Services 2008
AssociationBusiness Information Entities
• Represents an ABIE in a specific business context.• An ABIE contained within another ABIE.
A
cd BIEs
«ABIE»An Address
# «BBIE» Street Name: Name [0..1]# «BBIE» City Name: Name [0..1]
«ABIE»A Country
# «BBIE» Identification Code: Code [0..1]# «BBIE» Name: Name [0..1]
0..1
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Slide 20© Document Engineering Services 2008
UBL Design Naming Information Entities
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Slide 21© Document Engineering Services 2008
Names
• Meaningful Information Entity names. – promote a common understanding. – encourage reuse.
• May need different names in different modeling artifacts.– XML Tag may not be the modeling or the presentation name.
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Slide 22© Document Engineering Services 2008
Choosing the Right Names
● Selecting meaningful terminology for names is a craft not a science.
• Think about spoken languages.• No two designers will choose the same terms.
• Levels of discipline:• Dictionaries.• Controlled vocabularies.• Formal ontologies.
• We need more information than just names.• We also need to understand the context of use.
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Slide 23© Document Engineering Services 2008
Rules for Consistent Naming
• Names should be grammatically consistent.– Singular not plurals
• Names should not be ambiguous.– Is “Supplier’s ID” the same as “ID of Supplier”?
• Check names are not semantically misleading. – “Product Number” may not be a number, so “Product
Identifier” is better. • Qualify names to clarify the context of use.
– “Customer Party” is more meaningful than “Customer”.
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Slide 24© Document Engineering Services 2008
ebXML Naming Rules
• ebXML Core Components naming rules are an application of ISO 11179.
• All Information Entities get a Dictionary Entry Name (DEN).
• Dictionary Entry Names are globally unique.• They are the ‘key’ or unique identifier for any
Information Entity.
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Slide 25© Document Engineering Services 2008
Dictionary Entry Names
{qualifier} Object Class Term, “. ”, {qualifier} Property Term, “. ”, {qualifier} Representation Term
• Object Class Term– The object class to which it belongs.
• Property Term– Reflecting its function as a property or distinguishing characteristic
of the object class.• Representation Term
– How it is represented.
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Slide 26© Document Engineering Services 2008
Examples of CCTS Names
– The name for ‘The currency in which the tax is collected and reported, expressed as a code’:
Tax Scheme. Currency Code. Code
Object Class Property Representation
ABIE BBIE Data Type
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Slide 27© Document Engineering Services 2008
Qualified CCTS Names
– The name for ‘An indicator as to whether these totals are recognized as legal evidence for taxation purposes’:
Tax Total. Tax Evidence_ Indicator. Indicator
Object Class Property RepresentationQualifier
ABIE Data TypeBBIE
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Slide 28© Document Engineering Services 2008
CCTS Truncation Rule
– The name for ‘Identifies the tax scheme’:
Tax Scheme. Identifier. Identifier
– Can be truncated to remove duplicate terms:
Tax Scheme. Identifier
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Slide 29© Document Engineering Services 2008
UBL DesignRepresentation Terms
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Slide 30© Document Engineering Services 2008
Amount
The version of the UN/ECE rec. 9 code list.Amount. Currency. Code List Version Identifier
The currency of the amount.Amount. Currency. Identifier
A number of monetary units specified in a currency where the unit of currency is explicit or implied.
Content
<cbc:TaxAmount currencyID="DKK">1262.50</cbc:TaxAmount>
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Slide 31© Document Engineering Services 2008
Binary Object(Graphic, Picture, Sound, Video)
The filename of the binary object.Binary Object. Filename. Text
The Uniform Resource Identifier that identifies where the binary object is located.
Binary Object. Uniform Resource. Identifier
The character set of the binary object if the mime type is text.
Binary Object. Character Set. Code
Specifies the decoding algorithm of the binary object.
Binary Object. Encoding. Code
The mime type of the binary object.Binary Object. Mime. Code
The format of the binary content.Binary Object. Format. Text
A set of finite-length sequences of binary octets.Binary Object. Content
<cbc:EmbeddedDocumentBinaryObject mimeCode="application/pdf" encodingCode="Base64" characterSetCode="UTF-8">brIG0Ng53KHKaoOQNQYcpyFHKa9UhkgzjkPBTaFJDIBUasfdgartujjuoprrwer34578deewcwetyuuutyur643432THyB4KY5SYM5BZcpMkshU0UzJoLHSDEWFdreefssd///</cbc:EmbeddedDocumentBinaryObject>
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Slide 32© Document Engineering Services 2008
Code
The name of the agency that maintains the code list.
Code List. Agency Name. Text
An agency that maintains one or more code lists.
Code List. Agency. Identifier
The identification of a list of codes.Code List. Identifier
A character string (letters, figures or symbols) that for brevity and/or language independence may be used to represent or replace a definitive value or text of an attribute.
Code. Content
<cbc:ItemClassificationCode listID="UNSPSC" listVersionID="7.0401">43191501</cbc:ItemClassificationCode>
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Slide 33© Document Engineering Services 2008
<cbc:ItemClassificationCode listID="UNSPSC" listVersionID="7.0401">43191501</cbc:ItemClassificationCode>
Code (contd.)
The Uniform Resource identifier that identifies where the code list scheme is located.
Code List Scheme. Uniform Resource. Identifier
The Uniform Resource Identifier that identifies where the code list is located.
Code List. Uniform Resource. Identifier
The identifier of the language used in the corresponding text string.
Language. Identifier
The textual equivalent of the code content.Code. Name. Text
The version of the code list.Code List. Version. Identifier
The name of a list of codes.Code List. Name. Text
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Slide 34© Document Engineering Services 2008
Date Time(Date, Time)
The format of the date/time content.Date Time. Format. Text
The particular point in the progression of time.
Date Time. Content
<cbc:StartDate>2007-01-25</cbc:StartDate>
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Slide 35© Document Engineering Services 2008
Identifier
The name of the identification scheme.Identification Scheme. Name. Text
The identification of the identification scheme.Identification Scheme. Identifier
A character string used to identify and distinguish uniquely, one instance of an object in an identification scheme from all other objects within the same scheme.
Identifier. Content
<cbc:ID schemeID=”GTIN">5712345780121</cbc:ID>
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Slide 36© Document Engineering Services 2008
Identifier (contd.)
The Uniform Resource Identifier that identifies where the identification scheme is located.
Identification Scheme. Uniform Resource. Identifier
The Uniform Resource Identifier that identifies where the identification scheme data is located.
Identification Scheme Data. Uniform Resource. Identifier
The version of the identification scheme.Identification Scheme. Version. Identifier
The name of the agency that maintains the identification scheme.
Identification Scheme. Agency Name. Text
The identification of the agency that maintains the identification scheme.
Identification Scheme Agency. Identifier
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Slide 37© Document Engineering Services 2008
Indicator
Whether the indicator is numeric, textual or binary.
Indicator. Format. Text
The value of the indicator.Indicator. Content
<cbc:ChargeIndicator>false</cbc:ChargeIndicator>
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Slide 38© Document Engineering Services 2008
Measure
The version of the measure unit code list.
Measure Unit. Code List Version. Identifier
The type of unit of measure.Measure Unit. Code
The numeric value determined by measuring an object.
Measure. Content
<cbc:GrossWeightMeasure unitCode="KGS">21408.79</cbc:GrossWeightMeasure>
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Slide 39© Document Engineering Services 2008
Numeric. Content Numeric information that is assigned or is determined by calculation, counting or sequencing.
Numeric(Value, Rate, Percent)
Whether the number is an integer, decimal, real number or percentage.
Numeric. Format. Text
<cbc:PackSizeNumeric>1</cbc:PackSizeNumeric>>
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Slide 40© Document Engineering Services 2008
Quantity
The name of the agency which maintains the quantity unit code list.
Quantity Unit. Code List Agency Name. Text
The identification of the agency that maintains the quantity unit code list.
Quantity Unit. Code List Agency. Identifier
The quantity unit code list.Quantity Unit. Code List. Identifier
The unit of the quantity.Quantity. Unit. Code
A counted number of non-monetary units possibly including fractions.
Quantity. Content
<cbc:PackQuantity unitCode="EA">1</cbc:PackQuantity>
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Slide 41© Document Engineering Services 2008
Text(Name)
The identification of the locale of the language.
Language. Locale. Identifier
The identifier of the language used in the corresponding text string.
Language. Identifier
A character string (I.e. a finite set of characters) generally in the form of words of a language.
Text. Content
<cbc:Description>Nokia Mobile telephone –Type ABC</cbc:Description>
Note: The Representation term “Text” is not part of the tag name (UBL naming rule)
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Slide 42© Document Engineering Services 2008
UBL Design Codes and Identifiers
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Slide 43© Document Engineering Services 2008
Sets of Codes
• A special set of possible values. • The code value refers to something else.• May be symbolic representations:
– Initialisms (“EU”), – Acronyms (“SARS”), – Apocopations (“Reefer”) or – Arbitrary abbreviations (“XML”).
• But maybe not...– Both ISO code “CNY” and “156” identify the Chinese Yuan
Renminbi.
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Slide 44© Document Engineering Services 2008
Codes and Values
Types of packaging codes
Units of Measurement codes
Refers to
Refers to
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Slide 45© Document Engineering Services 2008
Identifiers
• Have meaning in their own right.– Don’t have to reference anything.
• May be a constrained set of values:– Set of Driver’s License numbers issued.
• May be symbolic representations (like codes).• Or (effectively) not…
• The values for identifying a phone number.
• We use codes as identifiers:– Digits in phone numbers are codes for regions.
• But not identifiers as codes:– What does your Driver’s License number refer to?
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Slide 46© Document Engineering Services 2008
What are these?
ABCU123456789000ABCU123456789001
ABCUIJKL123456XYZ
NHKL7654321HPGL8877665
OCLU1234567And these?Shipping Container Numbers
Waybill Numbers
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Slide 47© Document Engineering Services 2008
UBL Specification
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Slide 48© Document Engineering Services 2008
Specifying Documents
• We need a range of metadata to support the explanation of meanings.– Names are not enough.
• We define these in models.
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Slide 49© Document Engineering Services 2008
UBL SpecificationModels and Modeling
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Slide 50© Document Engineering Services 2008
• A generalized, conceptual model. – “webs” or networks.– Domain Model, Enterprise Data Model.
• Not a model of one document…but,
• A model of Information Entities usable in all documents.– and databases, etc.
• Complexity depends on the number of the business rules.
Component Models
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Slide 51© Document Engineering Services 2008
A Component Model
A
cd Major Entities
«ABIE»Common Library::Item
«ABIE»Shipment
«ABIE»Goods Item
«ABIE»Consignment
«ABIE»Transport Equipment
«ABIE»Transport Means
«ABIE»Common Library::Package
«ABIE»Shipment Stage
«ABIE»Transport Handling Unit
«ABIE»Procurement Library::Line Item
P
T RADE VIEW
T
T RANSPORT VIEW
«ABIE»Goods Item Container
0..* 0 ..*
0 ..*
transport view toequipm ent
0..*
0..*
transport view to package
0..*
0..*
0..1
0..*
trade view to package0..*0..1
trade view to i tem
1..*
0..*
0..*
0..*
transport view to i tem
0..1
0..*
1
1
0..*
0..*
0..*
0..*
0..*
1
0..*
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Slide 52© Document Engineering Services 2008
UBL’s Common Components
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Slide 53© Document Engineering Services 2008
UBL Specification Assembling Components
into Documents
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Slide 54© Document Engineering Services 2008
Documents are Hierarchical
• Inverse tree structure.
• Can be represented in a 2D space.– That’s why markup languages need just <start> and
</end> tags.
• Nesting imposes meaning. – When “Contact” contains “Name” we know that the
name is that of the contact. – Parent (genealogy) gives contact of use.
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Slide 55© Document Engineering Services 2008
Hierarchy not Network
NOT
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Slide 56© Document Engineering Services 2008
cd Customer Party
«ABIE»Customer Party
# «BBIE» Customer Assigned Account ID: Identifier [0..1]# «BBIE» Supplier Assigned Account ID: Identifier [0..1]# «BBIE» Additional Account ID: Identifier [0..*]
«ABIE»Common Library::Party
# «BBIE» Mark Care Indicator: Indicator [0..1]# «BBIE» Mark Attention Indicator: Indicator [0..1]- «BBIE» Website URI: Identifier [0..1]- «BBIE» Logo Reference ID: Identifier [0..1]- «BBIE» End Point ID: Identifier [0..1]
«ABIE»Common Library::Contact
# «BBIE» ID: Identifier [0..1]# «BBIE» Name: Name [0..1]# «BBIE» Telephone: Text [0..1]# «BBIE» Telefax: Text [0..1]# «BBIE» Electronic Mail: Text [0..1]# «BBIE» Note: Text [0..1]
0..1+Buyer
0..1+Accounting
0..1
+Del ivery0..1
A Document Assembly Model
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Slide 57© Document Engineering Services 2008
Another Document Assembly Model
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Slide 58© Document Engineering Services 2008
Creating a Document Assembly
• Each type of document usually requires its own document assembly model.
• We create a document assembly model by:1. Choosing an “entry point” into the Document Component
Model.• The entry point is a structure that will form the root of the
document tree.
2. Following a pathway through the component model– guided by business rules for the document required.
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Slide 59© Document Engineering Services 2008
• If an association is mandatory:– must follow the path– the associated ABIE must be in the document.
• If an association is optional:– may follow the path– the associated ABIE can be in the document if required by
business rules.
• Cardinality of associations controls the depth of the document hierarchy.
Assembling Associations
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Slide 60© Document Engineering Services 2008
UBL Specification Assembly Patterns
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Slide 61© Document Engineering Services 2008
Patterns for Document Assembly
• Document assembly models express business rules based on the context of use.
• Many assemblies share common structures. – There are patterns of assemblies. – a Book, a Contract, an Order.
• Good designers employ these patterns…
– Because processes will find their documents familiar.
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Slide 62© Document Engineering Services 2008
The “Book” Assembly Pattern
T
cd Book Assembly Pattern
Text Book
Foreword Preface Introduction Chapter Appendix Bibliography Index
Section Exercise
0..1 0..1 1 1..* 0..1 0..1 0..1
0..* 0..*
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Slide 63© Document Engineering Services 2008
Reusing Assembly Patterns
• Assembly patterns encourages the use of common libraries of components. – Reusing patterns from elsewhere in the model– Adopting patterns from outside
• The challenge is customizing these patterns to suit specific requirements.
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Slide 1
04/04/08
© Document Engineering Services 2008
COMPOSING MEANINGFUL DOCUMENTS WITH UBL
Tim McGrathOpen Standards 2008: Composability within SOA Symposium
Date: 28 April – 1 MayLocation: Santa Clara Marriott
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Slide 2
04/04/08
© Document Engineering Services 2008
COMPOSING MEANINGFUL DOCUMENTS WITH UBL
- an approach to design and customization of UBL to satisfy specific requirements UBL is establishing itself as the language of choice for a variety of electronic commerce applications. It is
particularly well suited for use in business web services and service oriented architectures. The use of UBL for such environments ensures that services remain meaningful and worthy in a variety of different compositions. Inevitably, these applications may require some refinement of the standard structures.
This presentation explains some of the design principles behind UBL and how both the standard components and the principles behind them can be adapted to suit the requirements of different business processes. We will explore a case study involving the Danish Government's OIOUBL and Service Oriented Infrastructure project.
Composing different services into a meaningful business process requires interoperability of the information contained in the documents exchanged. This tutorial will discuss the opportunities for utilizing the OASIS Universal Business Language (UBL) as the glue to bind these services together at a business data level.
This tutorial explains the design principles behind UBL and how it can be adapted to suit the requirements of different business processes. These composite applications will require some customization of the standard structures and the creation of new document types.
The objective is to enable participants to understand the issues involved in customizing UBL and how to develop specific implementations that suit the requirements of their context of use. The target audience is system analysts and developers responsible for the implementation of document interfaces.
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Slide 3
04/04/08
© Document Engineering Services 2008
Outline
• Background to Document Design• UBL Design• UBL Specification• Case Study Scenario• Designing Customizations• Specifying Customizations• Validating Customizations• Summary and Feedback
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Slide 4
04/04/08
© Document Engineering Services 2008
IntroductionsWho are we and why are we here?
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Slide 5
04/04/08
© Document Engineering Services 2008
Background to Document Design
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Slide 6
04/04/08
© Document Engineering Services 2008
What are Documents?
• For nearly three thousand years information has been organized in purposeful and self-contained packages.– We call them documents.
• Using documents for exchanging business information is an old idea.– The technology for encoding and exchanging documents has
profoundly changedbut – The concept of a document has remained surprisingly stable.
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Slide 7
04/04/08
© Document Engineering Services 2008
Using documents for exchanging business information is natural and intuitive.
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8@ Port Community Systems 2007
Designing Business Documents with UBL
8@ Port Community Systems 2007
Designing Business Documents with UBL
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Slide 9
04/04/08
© Document Engineering Services 2008
How Documents Work
• Documents are self-contained collections of information.– Interfaces for people.– Interfaces to business processes.
• To be meaningful documents must be defined using a common language.– Not for information content but – For describing the meaning (semantics) of the information
content.
• The Universal Business Language is a semantic document description language.
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Slide 10
04/04/08
© Document Engineering Services 2008
Document Exchange
• A document exchange consists of both processes and the documents (information) they produce and consume.
• By understanding the processes– we learn what kinds of information is needed.
• By understanding the document – we learn what kinds of processes are possible.
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Slide 11
04/04/08
© Document Engineering Services 2008
Interoperability
• A basic requirement for two businesses to conduct business is that their business systems interoperate.
• Easy to express but hard to achieve.• Variations in strategies, technology platforms, legacy
applications, business processes, and terminology.• Interoperability doesn’t require that two systems be
identical.– Just they have common understanding of the meanings of
things (semantics)
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Slide 12
04/04/08
© Document Engineering Services 2008
UBL Design
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Slide 13
04/04/08
© Document Engineering Services 2008
UBL Design ebXML Core Components
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Slide 14
04/04/08
© Document Engineering Services 2008
ebXML CCTS
• ebXML Core Components Technical Specification:– ISO 15000-5.– UN/CEFACT
• How to describe core components of business documents in a syntax independent manner.
• UBL is the first set of integrated XML document specifications based on CCTS.– UN/CEFACT recognizes UBL as appropriate first-generation
XML documents for eBusiness.
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Slide 15
04/04/08
© Document Engineering Services 2008
CCTS Principles
is definedin context
as
is definedin context
as
Core ComponentType (CCT)
Aggregate CoreComponent (BCC)
Basic CoreComponent (BCC)
Aggregate BusinessInformation Entity
(ABIE)
Basic BusinessInformation Entity
(BBIE)is of type
Core Business
Message/Document
These are implied
concepts
UBL publishes these
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Slide 16
04/04/08
© Document Engineering Services 2008
Business Information Entities
• Reusable building blocks for the exchange of information (“Core Components”) in a specific Business Context.
• Aggregate BIE– A collection of related pieces of business information that together convey
a distinct business meaning.
• Association BIE– Is associated to an Aggregate Business Information Entity,
which describes its structure. • Basic BIE
– A singular business characteristic of a specific aggregation.
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Slide 17
04/04/08
© Document Engineering Services 2008
Basic Business Information Entities
• A singular business characteristic in a specific business context.
• Individual pieces of information.
Design Principles
D
cd BIEs
«ABIE»An Address
# «BBIE» Street Name: Name [0..1]# «BBIE» City Name: Name [0..1]
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Slide 18
04/04/08
© Document Engineering Services 2008
AggregateBusiness Information Entities
• A collection of related pieces of business information. • A container of BBIEs and ASBIEs to other ABIEs.
Design Principles
D
cd BIEs
«ABIE»An Address
# «BBIE» Street Name: Name [0..1]# «BBIE» City Name: Name [0..1]
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Slide 19
04/04/08
© Document Engineering Services 2008
AssociationBusiness Information Entities
• Represents an ABIE in a specific business context.• An ABIE contained within another ABIE.
Design Principles
D
cd BIEs
«ABIE»An Address
# «BBIE» Street Name: Name [0..1]# «BBIE» City Name: Name [0..1]
«ABIE»A Country
# «BBIE» Identification Code: Code [0..1]# «BBIE» Name: Name [0..1]
0..1
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Slide 20
04/04/08
© Document Engineering Services 2008
UBL Design Naming Information Entities
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Slide 21
04/04/08
© Document Engineering Services 2008
Names
• Meaningful Information Entity names. – promote a common understanding. – encourage reuse.
• May need different names in different modeling artifacts.– XML Tag may not be the modeling or the presentation name.
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22@ Port Community Systems 2007
Designing Business Documents with UBL
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Rules for Consistent Naming
• Names should be grammatically consistent.– Singular not plurals
• Names should not be ambiguous.– Is “Supplier’s ID” the same as “ID of Supplier”?
• Check names are not semantically misleading. – “Product Number” may not be a number, so “Product
Identifier” is better. • Qualify names to clarify the context of use.
– “Customer Party” is more meaningful than “Customer”.
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© Document Engineering Services 2008
ebXML Naming Rules
• ebXML Core Components naming rules are an application of ISO 11179.
• All Information Entities get a Dictionary Entry Name (DEN).
• Dictionary Entry Names are globally unique.• They are the ‘key’ or unique identifier for any
Information Entity.
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© Document Engineering Services 2008
Dictionary Entry Names
{qualifier} Object Class Term, “. ”, {qualifier} Property Term, “. ”, {qualifier} Representation Term
• Object Class Term– The object class to which it belongs.
• Property Term– Reflecting its function as a property or distinguishing characteristic
of the object class.• Representation Term
– How it is represented.
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26@ Port Community Systems 2007
Designing Business Documents with UBL
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27@ Port Community Systems 2007
Designing Business Documents with UBL
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28@ Port Community Systems 2007
Designing Business Documents with UBL
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© Document Engineering Services 2008
UBL DesignRepresentation Terms
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© Document Engineering Services 2008
Amount
The version of the UN/ECE rec. 9 code list.Amount. Currency. Code List Version Identifier
The currency of the amount.Amount. Currency. Identifier
A number of monetary units specified in a currency where the unit of currency is explicit or implied.
Content
<cbc:TaxAmount currencyID="DKK">1262.50</cbc:TaxAmount>
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Binary Object(Graphic, Picture, Sound, Video)
The filename of the binary object.Binary Object. Filename. Text
The Uniform Resource Identifier that identifies where the binary object is located.
Binary Object. Uniform Resource. Identifier
The character set of the binary object if the mime type is text.
Binary Object. Character Set. Code
Specifies the decoding algorithm of the binary object.
Binary Object. Encoding. Code
The mime type of the binary object.Binary Object. Mime. Code
The format of the binary content.Binary Object. Format. Text
A set of finite-length sequences of binary octets.Binary Object. Content
<cbc:EmbeddedDocumentBinaryObject mimeCode="application/pdf" encodingCode="Base64" characterSetCode="UTF-8">brIG0Ng53KHKaoOQNQYcpyFHKa9UhkgzjkPBTaFJDIBUasfdgartujjuoprrwer34578deewcwetyuuutyur643432THyB4KY5SYM5BZcpMkshU0UzJoLHSDEWFdreefssd///</cbc:EmbeddedDocumentBinaryObject>
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Code
The name of the agency that maintains the code list.
Code List. Agency Name. Text
An agency that maintains one or more code lists.
Code List. Agency. Identifier
The identification of a list of codes.Code List. Identifier
A character string (letters, figures or symbols) that for brevity and/or language independence may be used to represent or replace a definitive value or text of an attribute.
Code. Content
<cbc:ItemClassificationCode listID="UNSPSC" listVersionID="7.0401">43191501</cbc:ItemClassificationCode>
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© Document Engineering Services 2008
<cbc:ItemClassificationCode listID="UNSPSC" listVersionID="7.0401">43191501</cbc:ItemClassificationCode>
Code (contd.)
The Uniform Resource identifier that identifies where the code list scheme is located.
Code List Scheme. Uniform Resource. Identifier
The Uniform Resource Identifier that identifies where the code list is located.
Code List. Uniform Resource. Identifier
The identifier of the language used in the corresponding text string.
Language. Identifier
The textual equivalent of the code content.Code. Name. Text
The version of the code list.Code List. Version. Identifier
The name of a list of codes.Code List. Name. Text
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Date Time(Date, Time)
The format of the date/time content.Date Time. Format. Text
The particular point in the progression of time.
Date Time. Content
<cbc:StartDate>2007-01-25</cbc:StartDate>
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Identifier
The name of the identification scheme.Identification Scheme. Name. Text
The identification of the identification scheme.Identification Scheme. Identifier
A character string used to identify and distinguish uniquely, one instance of an object in an identification scheme from all other objects within the same scheme.
Identifier. Content
<cbc:ID schemeID=”GTIN">5712345780121</cbc:ID>
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© Document Engineering Services 2008
Identifier (contd.)
The Uniform Resource Identifier that identifies where the identification scheme is located.
Identification Scheme. Uniform Resource. Identifier
The Uniform Resource Identifier that identifies where the identification scheme data is located.
Identification Scheme Data. Uniform Resource. Identifier
The version of the identification scheme.Identification Scheme. Version. Identifier
The name of the agency that maintains the identification scheme.
Identification Scheme. Agency Name. Text
The identification of the agency that maintains the identification scheme.
Identification Scheme Agency. Identifier
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Indicator
Whether the indicator is numeric, textual or binary.
Indicator. Format. Text
The value of the indicator.Indicator. Content
<cbc:ChargeIndicator>false</cbc:ChargeIndicator>
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© Document Engineering Services 2008
Measure
The version of the measure unit code list.
Measure Unit. Code List Version. Identifier
The type of unit of measure.Measure Unit. Code
The numeric value determined by measuring an object.
Measure. Content
<cbc:GrossWeightMeasure unitCode="KGS">21408.79</cbc:GrossWeightMeasure>
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Numeric. Content Numeric information that is assigned or is determined by calculation, counting or sequencing.
Numeric(Value, Rate, Percent)
Whether the number is an integer, decimal, real number or percentage.
Numeric. Format. Text
<cbc:PackSizeNumeric>1</cbc:PackSizeNumeric>>
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© Document Engineering Services 2008
Quantity
The name of the agency which maintains the quantity unit code list.
Quantity Unit. Code List Agency Name. Text
The identification of the agency that maintains the quantity unit code list.
Quantity Unit. Code List Agency. Identifier
The quantity unit code list.Quantity Unit. Code List. Identifier
The unit of the quantity.Quantity. Unit. Code
A counted number of non-monetary units possibly including fractions.
Quantity. Content
<cbc:PackQuantity unitCode="EA">1</cbc:PackQuantity>
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© Document Engineering Services 2008
Text(Name)
The identification of the locale of the language.
Language. Locale. Identifier
The identifier of the language used in the corresponding text string.
Language. Identifier
A character string (I.e. a finite set of characters) generally in the form of words of a language.
Text. Content
<cbc:Description>Nokia Mobile telephone –Type ABC</cbc:Description>
Note: The Representation term “Text” is not part of the tag name (UBL naming rule)
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04/04/08
© Document Engineering Services 2008
UBL Design Codes and Identifiers
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© Document Engineering Services 2008
Sets of Codes
• A special set of possible values. • The code value refers to something else.• May be symbolic representations:
– Initialisms (“EU”), – Acronyms (“SARS”), – Apocopations (“Reefer”) or – Arbitrary abbreviations (“XML”).
• But maybe not...– Both ISO code “CNY” and “156” identify the Chinese Yuan
Renminbi.
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© Document Engineering Services 2008
Codes and Values
Types of packaging codes
Units of Measurement codes
Refers to
Refers to
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© Document Engineering Services 2008
Identifiers
• Have meaning in their own right.– Don’t have to reference anything.
• May be a constrained set of values:– Set of Driver’s License numbers issued.
• May be symbolic representations (like codes).• Or (effectively) not…
• The values for identifying a phone number.
• We use codes as identifiers:– Digits in phone numbers are codes for regions.
• But not identifiers as codes:– What does your Driver’s License number refer to?
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04/04/08
© Document Engineering Services 2008
What are these?
ABCU123456789000ABCU123456789001
ABCUIJKL123456XYZ
NHKL7654321HPGL8877665
OCLU1234567And these?Shipping Container Numbers
Waybill Numbers
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04/04/08
© Document Engineering Services 2008
UBL Specification
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Specifying Documents
• We need a range of metadata to support the explanation of meanings.– Names are not enough.
• We define these in models.
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04/04/08
© Document Engineering Services 2008
UBL SpecificationModels and Modeling
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• A generalized, conceptual model. – “webs” or networks.– Domain Model, Enterprise Data Model.
• Not a model of one document…but,
• A model of Information Entities usable in all documents.– and databases, etc.
• Complexity depends on the number of the business rules.
Component Models
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A Component ModelA
cd Major Entities
«ABIE»Common Library::Item
«ABIE»Shipment
«ABIE»Goods Item
«ABIE»Consignment
«ABIE»Transport Equipment
«ABIE»Transport Means
«ABIE»Common Library::Package
«ABIE»Shipment Stage
«ABIE»Transport Handling Unit
«ABIE»Procurement Library::Line ItemP
T RA DE V IEWT
T RA NSP ORT V IEW
«ABIE»Goods Item Container
0 ..* 0 ..*
0 ..*
transpo rt vi ew toequ i pm en t
0 ..*
0 ..*
transpo rt vi ew to p ackage
0 ..*
0 ..*
0 ..1
0 ..*
trade view to packag e0 ..*0 ..1
trade view to i tem
1..*
0 ..*
0 ..*
0 ..*transp ort vi ew to i tem
0..1
0 ..*
1
1
0 ..*
0 ..*
0 ..*
0 ..*
0 ..*
1
0 ..*
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UBL’s Common Components
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04/04/08
© Document Engineering Services 2008
UBL Specification Assembling Components
into Documents
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Documents are Hierarchical
• Inverse tree structure.
• Can be represented in a 2D space.– That’s why markup languages need just <start> and
</end> tags.
• Nesting imposes meaning. – When “Contact” contains “Name” we know that the
name is that of the contact. – Parent (genealogy) gives contact of use.
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© Document Engineering Services 2008
Hierarchy not Network
NOT
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cd Customer Party
«ABIE»Customer Party
# «BBIE» Customer Assigned Account ID: Identifier [0..1]# «BBIE» Supplier Assigned Account ID: Identifier [0..1]# «BBIE» Additional Account ID: Identifier [0..*]
«ABIE»Common Library::Party
# «BBIE» Mark Care Indicator: Indicator [0..1]# «BBIE» Mark Attention Indicator: Indicator [0..1]- «BBIE» Website URI: Identifier [0..1]- «BBIE» Logo Reference ID: Identifier [0..1]- «BBIE» End Point ID: Identifier [0..1]
«ABIE»Common Library::Contact
# «BBIE» ID: Identifier [0..1]# «BBIE» Name: Name [0..1]# «BBIE» Telephone: Text [0..1]# «BBIE» Telefax: Text [0..1]# «BBIE» Electronic Mail: Text [0..1]# «BBIE» Note: Text [0..1]
0..1+Buyer
0..1+Accounting
0..1
+Del ivery0..1
A Document Assembly Model
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Another Document Assembly Model
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Creating a Document Assembly
• Each type of document usually requires its own document assembly model.
• We create a document assembly model by:1. Choosing an “entry point” into the Document Component
Model.• The entry point is a structure that will form the root of the
document tree.
2. Following a pathway through the component model– guided by business rules for the document required.
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• If an association is mandatory:– must follow the path– the associated ABIE must be in the document.
• If an association is optional:– may follow the path
– the associated ABIE can be in the document if required by business rules.
• Cardinality of associations controls the depth of the document hierarchy.
Assembling Associations
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© Document Engineering Services 2008
UBL Specification Assembly Patterns
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Patterns for Document Assembly
• Document assembly models express business rules based on the context of use.
• Many assemblies share common structures. – There are patterns of assemblies. – a Book, a Contract, an Order.
• Good designers employ these patterns…
– Because processes will find their documents familiar.
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The “Book” Assembly PatternT
cd Book Assembly Pattern
Text Book
Foreword Preface Introduction Chapter Appendix Bibliography Index
Section Exercise
0..1 0..1 1 1..* 0..1 0..1 0..1
0..* 0..*
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Slide 63
04/04/08
© Document Engineering Services 2008
Reusing Assembly Patterns
• Assembly patterns encourages the use of common libraries of components. – Reusing patterns from elsewhere in the model
– Adopting patterns from outside
• The challenge is customizing these patterns to suit specific requirements.