gerald m. radack. copyright © 2010 pilog. all rights reserved. what is master data? master data...

Gerald M. RadackGerald M. Radack

Copyright © 2010 PiLog. All rights reserved.

What is Master Data?

master datadata held by an organization that describes the entities that are both independent and fundamental for an enterprise, that it needs to reference in order to perform its transactions

• Customers

• Suppliers

• Materials

• Services

• Assets• Locations• Employees• Rules• Regulations


What is Data Quality?

qualitydegree to which a set of inherent characteristics fulfills requirements[ISO 9000:2005]


ISO 8000

ISO 8000 is concerned with:• principles of data quality• characteristics of data that determine its

quality• frameworks for data quality• processes to ensure data quality

Adapted from ISO 8000-100:2009.


Design Goals

• Low implementation cost• Enable self-certification• Use automated data checking wherever

possible• Neutral with respect to data format

Data Dictionary

Master Data

Data Specification

is coded using concepts in

specifies data requirements(templates, rules, and constraints)

for coding master datausing concepts from

IdentificationScheme

specifiespreferred terminology

for concepts in

usesidentifiers

from

usesidentifiers

from

usesidentifiers

from

conformsto

Formal Syntax for

Master Data

conformsto

specifies the use of

provenance

accuracy

completeness


ISO 8000 Parts

Part 1: Overview

Part 100: Master data: Exchange of characteristic data: Overview

Part 102: Master data: Exchange of characteristic data: Vocabulary

Part 110: Master data: Exchange of characteristic data: Syntax, semantic encoding, and conformance to data specification

Part 120: Master data: Exchange of characteristic data: Provenance

Part 130: Master data: Exchange of characteristic data: Accuracy

Part 140: Master data: Exchange of characteristic data: Completeness

SyntaxSemantic encoding

Conformance to data specificationISO 8000-110

AccuracyISO 8000-130

ProvenanceISO 8000-120

CompletenessISO 8000-140


ISO 8000 Parts

• ISO/TS 8000-110:2009– specifies requirements that can be checked by

computer for the exchange, between organizations and systems, of master data that consists of characteristic data

• ISO/TS 8000-120:2009– optional addition to ISO/TS 8000-110 that

specifies requirements for information about the provenance (history or pedigree) of master data


ISO 8000 Parts


specifies requirements for declarations of master data accuracy


specifies requirements for declarations of master data completeness


ISO/TS 8000-110

SyntaxEach master data message shall contain in its header a reference to the formal syntax to which the master data message complies. The reference shall be an unambiguous identifier for the specific version of the formal syntax that was used to encode the master data message.

Semantic encodingSemantic encoding is the technique of replacing natural language terms in a message with identifiers that reference data dictionary entries…Each reference shall be to a data dictionary entry contained in a data dictionary. The reference shall preserve the integrity of the recipient’s data in that the reference to the data dictionary entry may be integrated with the recipient’s own data without the creation of a joint work. Syntax and semantic resolution shall be available at no charge unless the data carries a “fee

based encoding” warning label.

Conformance to data specificationEach master data message shall contain in its header a reference to the data specification to which the master data message complies. The reference shall be an unambiguous identifier for the specific version of the data specification that was used to encode the master data message.


ISO 22745

• Technical standards for implementing ISO 8000• Includes:

– Data models and exchange formats for master data, data specifications, dictionaries, and identifiers

– Guidelines for formulating dictionary content and procedures for maintaining dictionaries

– Queries for master data– Definition of dictionary query services– Procedures for dictionary registration


ISO 22745 Parts• Part 1: Overview and fundamental principles• Part 2: Vocabulary• Part 10: Dictionary representation• Part 11: Guidelines for the formulation of terminology• Part 13: Identification of concepts and terminology• Part 14: Dictionary query interface• Part 20: Procedures for the maintenance of an open

technical dictionary• Part 30: Identification guide representation• Part 35: Query for master data• Part 40: Master data representation• Part 50: Registration of open technical dictionaries

DictionaryISO 29002-6

ISO 22745-10

Master data(catalogue)ISO 29002-10ISO 22745-40

IdentificationGuide

ISO 22745-30


usesconcepts

fromspecifies data requirements(templates and rules)

for coding

Query formaster dataISO 29002-31ISO 22745-35

requests

Dictionaryquery

ISO 29002-20, 6ISO 22745-14, 10

requestsinformation

from


Identificationscheme

ISO 29002-5ISO 22745-13

has conceptsidentified by

ISO 8000high-level requirements

ISO 22745detailed requirements

& data formats

other standardsdetailed requirements& data formats (e.g.,

ISO 1584-25, EDI)

can be used with

ECCMA Open Technical Dictionary

(eOTD)

other dictionaries (e.g., eCl@ss, ISO

1584-501,511)

can be used with

eOTDConcept Registry

(metadata registry)

Terminology

Terminology

Terminology

GSA-IAETerminology

SDOTerminology

SDOTerminology

SDOTerminology

Terminology

• Public domain concept identifiers• Free identifier resolution to underlying

terminology (web services)• Hyperlink to source standards• Multilingual• Multiple terms, definitions and images

linked to single concept identifier

Standard Terminology


Automating the data supply chainCodification at Source

Data User

Data Provider

Sub

eOTD-i-xml(data requirements statement)

ISO 22745-30

eOTD-q-xml(query)

ISO 22745-35

Sub-TiereOTD-q-xml

Sub-TiereOTD-r-xml

eOTD-r-xml(data exchange)

ISO 22745-40

Ian Smith, UK National Codification Bureau

Vendors and Manufacturers

PiLog™ Master Data Acquisition Manager

Cataloging at SourceC@S

PiLog™ Data CleaningServices

EAM/CMMS/ERP

eOTD-r-xmlISO 22745-40Master Data

and Structured

Descriptions

Spares Acquisition Manager

ECCMA Global Organization

Registry eGOR™

PiLog™ Master Data Record Manager

Item Entry Control Search Record Maintenance

Description Generation

ECCMA Open Technical Dictionary

eOTD®ISO 22745

ECCMA Data Requirement Registry

eDRR™ISO 22745

ECCMA Classification Registry

eCLR™

PiLog™ Master Data Ontology Manager

Dictionary Manager Classification Manager Data Requirements Manager

PiL

og™

Mas

ter

Dat

a Q

ualit

y M

anag

er

PiL

og-M

DQ

M™

Rendering Guide Manager

Duplicate Screening

Service Master Material Master Vendor Master

Integration Interface

eOTD-q-xmlISO 22745-35eOTD-r-xml

ISO 22745-40

ISO 8000

Asset Data Acquisition (Plant Maintenance)

Project Procurement Controls

Step 1:Define data requirements

Knowing what data you need and how to ask for it.

Building a data specification (identification guide)

XML representation of data spec.

Step 2:Assemble quality data set

Clean existing data and collect missing data in accordance with data

specification.


Level 1 & 2 CataloguingLevel 1 & 2 Cataloguing

Power Rating

FrameElectrical Rating

SpeedMounting

Insulation ClassPolesService FactorEnclosure

PropertiesItem Class

Part No Mnfr

MOTOR ELECTRIC

WEG1234EF

Original Client DescriptionMOTOR 400KW 6 POLE 525VOLT MAKE WEG P/N 1234EF: SF1,0 CODE G:IP65:IL/IN 6.6:DUTY SI: NR.88695 11 00:AMB 40DEGREE C:DELTA T 80DEG: COS 0,86:COOLING IC 411:ALT1000M:MPD SEC DREDGE MAIN MOTOR

FFT400KW, 6 POLE, 525VOLT, SF1,0 CODE G:IP65:IL/IN 6.6:DUTY SI: NR.88695 11 00:AMB 40DEGREE C:DELTA T 80DEG: COS 0,86:COOLING IC 411:ALT1000M:MPD SEC DREDGE MAIN MOTOR


MOTOR 400KW 6 POLE 525VOLT MAKE WEG P/N 1234EF: SF1,0 CODE G:IP65:IL/IN 6.6:DUTY SI: NR.88695 11 00:AMB 40DEGREE C:DELTA T 80DEG: COS 0,86:COOLING IC 411:ALT1000M:MPD SEC DREDGE MAIN MOTOR

Original Client Description

Item ClassMOTOR ELECTRIC

FrameElectrical RatingPower Rating

SpeedMounting

Insulation ClassPoles

Properties Values

Service Factor

VACKW

6

525400

UOM

Part No Mnfr

1.0 CODE GFFTIL/IN 6.6: DUTY SI: NR.88695 11 00:AMB 40 DEGREE C:DELTA T 80DEG: COS 0,86:COOLING IC 411:ALT 1000M: MPD SEC DREDGE MAIN MOTOR

WEG1234EF

Enclosure IP65

Level 3 CataloguingLevel 3 Cataloguing


MOTOR 400KW 6 POLE 525VOLT MAKE WEG P/N 1234EF: SF1,0 CODE G:IP65:IL/IN 6.6:DUTY SI: NR.88695 11 00:AMB 40DEGREE C:DELTA T 80DEG: COS 0,86:COOLING IC 411:ALT1000M:MPD SEC DREDGE MAIN MOTOR

Original Client Description

FrameElectrical RatingPower Rating

SpeedMounting

Insulation ClassPoles

Properties Values

Service Factor

VACKW

RPM

6F988FOOTHGF355E

525400

UOM

1.0 CODE GEnclosure IP65

Level 4 CataloguingLevel 4 Cataloguing

Item Class

MOTOR ELECTRIC

IL/IN 6.6: DUTY SI: NR.88695 11 00:AMB 40 DEGREE C:DELTA T 80DEG: COS 0,86:COOLING IC 411:ALT 1000M: MPD SEC DREDGE MAIN MOTOR

FFT

Part No MnfrWEG1234EF

Value StandardizationValue Standardization

•Conformance to a Standard Representation

UOM

1. 10MM2. 10 mm3. 1 cm4. 1CM5. 10mm6. 1,0 cm7. 1,0CM

STANDARDIZE

10 MM

UOM

1. 10 MM2. 10 MM3. 10 MM4. 10 MM5. 10 MM6. 10 MM7. 10 MM

Step 3:Render data for multiple user

groups and applications

Display data in multiple formats and languages in accordance with the needs of

users and downstream systems.

Examples: ERP short descriptions, marketing descriptions, ERP long

descriptions, …

Localization

Managing requirements for data and rendering guidesManaging requirements for data and rendering guides

Example: RussianMAT NO SN_EXX_0556494 MAT NO SN_EXX_0556494ORIGINAL ORIGINAL

CLASS NAME CLASS NAMEFLANGE, PIPE ФЛАНЕЦ,ТРУБНЫЙFFT FFTEXTRA STRONG; STANDARD ASME B16.5; SPECIFICATION - SP-50-13ATTRIBUTES VALUE UOMSEQMAND ATTRIBUTES VALUE UOMSEQMANDBORE ***** N/A 6 I ОТВЕРСТИЕ ***** N/A 6 ICOLOR CODE YELLOW/RED N/A 8 I ЦВЕТОВАЯ МАРКИРОВКА ЖЕЛТЫЙ/КРАСНЫЙ N/A 8 IFACING RF N/A 7 I БЫТЬ ОБРАЩЕННЫМ ЛИЦЕВОЙ N/A 7 IMATERIAL CS FORGED NORMALIZEDN/A 4 M МАТЕРИАЛ КОВАНАЯ УГЛЕРОДИСТАЯ СТАЛЬ НОРМАЛИЗОВАННАЯN/A 4 MMATERIAL SPECIFICATIONASTM A350 GR LF2N/A 5 I МАТЕРИАЛ СПЕЦИФИКАЦИЯASTM A350 СОРТ LF2 N/A 5 IPIPE SIZE ***** N/A 2 M РАЗМЕРЫ ТРУБ ***** N/A 2 MRATING CL300 N/A 3 M РАСЧЕТНЫЕ ЗНАЧЕНИЯ CL300 N/A 3 MTYPE WELD NECK N/A 1 M ТИП ПРИВАРНОЙ N/A 1 MSHORT SHORT

LONG LONG

FLANGE TYPE - WELD NECK RATING - CLASS 300 FACING - RAISED FACE BORE - EXTRA STRONG BORE MATERIAL - FORGED CARBON STEEL ASTM A350 GRADE LF2 NORMALIZED

FLANGE, PIPE: TYPE: WELD NECK, RATING: CL300, MATERIAL: CS FORGED NORMALIZED, MATERIAL SPECIFICATION: ASTM A350 GR LF2, FACING: RF, COLOR CODE: YELLOW/RED; EXTRA STRONG; STANDARD ASME B16.5; SPECIFICATION - SP-50-13

ТИП ФЛАНЦА - ПРИВАРНОЙ - КЛАСС 300, ЛИЦЕВОЙ-СУПЕРПРОЧНЫЙ МАТЕРИАЛ - КОВАНАЯ УГЛЕРОДИСТАЯ СТАЛЬ ASTM A350 СОРТ LF2 НОРМАЛИЗОВАННАЯ ЦВЕТОВАЯ МАРКИРОВКА - ЖЕЛТЫЙ И КРАСНЫЙ СТАНДАРТ - ASME B16.5 СПЕЦИФИКАЦИЯ - SP-50-13

ФЛАНЕЦ ТРУБНЫЙ: ТИП: ПРИВАРНОЙ; РАСЧЕТНЫЕ ЗНАЧЕНИЯ: CL300, МАТЕРИАЛ: КОВАНАЯ УГЛЕРОДИСТАЯ СТАЛЬ, НОРМАЛИЗОВАННАЯ, МАТЕРИАЛ СПЕЦИФИКАЦИЯ: ASTM A350 СОРТ LF2, БЫТЬ ОБРАЩЕННЫМ: ЛИЦЕВОЙ, ЦВЕТОВАЯ МАРКИРОВКА: ЖЕЛТЫЙ/КРАСНЫЙ; СУПЕРПРОЧНЫЙ; СТАНДАРТ ASME B16.5; СПЕЦИФИКАЦИЯ - SP-50-13

FLANGE, PIPE:WELD NECK,CL300,RF;EXTRA ФЛАНЕЦ, ТРУБЫ:ПРИВАРНОЙ,CL300,ЛИЦЕВОЙ;СУПЕРПРОЧНЫЙ

СУПЕРПРОЧНЫЙ, СТАНДАРТ ASME B16.5, СПЕЦИФИКАЦИЯ SP-50-13

Contacts

Peter BensonProject leader: ISO 8000 and ISO [email protected]

Dr. Gerald RadackEditor: ISO 8000 and ISO [email protected]

PiLog USA2980 Linden St. Ste E2Bethlehem, PA 18017+1 610 625 2800

gerald m. radack. copyright © 2010 pilog. all rights reserved. what is master data? master data...

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