Information Management Metamodel



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ISO/IEC JTC1/SC32/WG2 N1527 Information Management Metamodel Pete Rivett, CTO Adaptive OMG Architecture Board pete.rivett@adaptive.com 2011-05-11 1

The Information Management Conundrum We all have Data do we have Information? Data is defined, modeled, stored in islands of technologies and exchanged via many incompatible formats It is difficult to trace business Terms to models, XML Schemas, data stores (structured and semi/unstructured), applications, Services, processes Impact analysis of changes spanning across the life-cycle of Information and lines of business is even harder Semantic nuances and geographically relevant variations of business Terms and rules is not often well documented and traceable Seamless integration across data life-cycle management tools and formats is flaky at the best All of the above issues result in poor quality Information leading to poor and costly business decisions 2

Common Warehouse Metamodel (CWM) - precursor of IMM Warehouse Management Warehouse Process Warehouse Operation Analysis Transformation OLAP Data Mining Information Visualization Business Nomenclature Resources Object- Oriented (Object Model) Relational Record- Oriented Multi Dimensional XML Foundation Business Information Data Types Expressions Keys Index Type Mapping Software Deployment Object Model (Core, Behavioral, Relationships, Instance) 3

What is IMM? UML has not been very data modeling friendly*! Data modelers simply like the Crows Feet even though a UML Class Diagram can be a good precursor of a Conceptual Data Model IMM, an OMG standard, is being developed to: Facilitate modeling of structured and un/semi structured Information by standardizing traditional data modeling concepts and notations Enable bi-directional traceability & lineage from business Terms to Object Oriented models, data models, XML Schemas, Ontologies, Services, Processes Exchange of Information life-cycle metadata across tools as XMI (an OMG standard) Harmonization with other Information management related standards such as Semantics of Business Rules and Vocabulary (SBVR) and Ontology Definition Metamodel (ODM) * As the data modeling community would like it to be! 4

Background OMG s Common Warehouse Metamodel (CWM, http://www.omg.org/technology/cwm/ ) has been implemented by many vendors and used by end users primarily for metadata interchange across tools In use across data modeling, business intelligence, ETL tools and metadata repositories The uptake has been somewhat hampered by CWM s name many of the potential uses of CWM have no connection with building or managing data warehouses. Hence the proposed name for the new standard is Information Management Metamodel instead of CWM 2.x. Over the years, many UML vendors and end users have expressed a desire to use UML for data and XML modeling and ended up defining their own tool-specific profiles for each As a result, there is neither an accepted standard nor interoperability of models developed using such profiles/tools IMM will become the bridge between UML, data and XML modeling Islands IMM will complement OMG s business vocabulary and Ontology modeling standards by enabling consistent understanding, modeling and interchange of Information across Business and IT

Business driven Information management: Nirvana State! Business Information Architects, Modelers, DW/ETL, BI staff Application, Service development Define Business Concepts, Rules in Natural Language, targeted at the Business User -Policy is an Agreement between 2 Parties (Seller, Buyer) -Agreement is Policy in Life and P&C Line of Business -For Annuity it is a Contract -Policy is inforce if the Policy has not expired and.. SBVR Import Business Vocabulary, Rules into data modeling tool that can Transform it into Conceptual model Data modeler can further develop logical, physical, dimensional models (automation of vocabulary to data models >> modeler productivity) Trace (bi-directionally) Business Concepts to data models, XML Schema elements, Core Components Import Vocabulary/Rules, models into ETL, Data Quality, BI tools Import into Ontology modeling tool -Develop Ontology, (output RDF, OWL ) - Vocabulary validation, reasoning ODM IMM Import Business Vocabulary, Rules to develop: Use Cases Class diagrams, Services UML, UPMS

IMM Scope Related Models Ontology Metamodel The World of Business UML2 Profile ER Metamodel ERD Relational Metamodel DB Design The World of Data Bases UML2 Profile Semantics of Business Vocabulary and Rules IMM MOF2 Core XML Schema Metamodel XML Schema UML2 Profile Managing it All Traceability Metamodel LDAP Metamodel UML Metamodel UML Diagram UML2 Profile LDAP Listing UML2 Profile The World of Applications 7

IMM Components Overview 8

IMM for Entity Relationship Modeling (Illustrative) Sample Logical Model 9

IMM ER Metamodel - Attributes 10

IMM ER Metamodel - Relationships 11

IMM ER Metamodel - Constraints 12

IMM ER Metamodel Misc 13

IMM for Relational Database Design Sample Model 14

IMM for XML Schemas Sample XML Schema 15

IMM Core Common concepts: Attribute Association Thing Type Mix-in concept library: Identifier specification Reference Reference Attribute Binding Composition Common Mix-in Separate Metamodels Technology-specific Technology-specific concepts: Relational examples: Table, Row, Column, Primary Key, Foreign Key XML Schema examples: Element, Complex Type, Sequence, Group 16

IMM Core - Fragment 17

IMM: Traceability and Lineage Traceability The connection between information model elements. Lineage Operational movement of data which may involve transformation. For example, ETL links Dependency (mapping) The fact that changing one element has an impact on others. Used in impact analysis For example Entities -> Tables Tables -> Software Versions 18

IMM Traceability Metamodel 19

IMM: Lineage Metamodel 20

From Vocabulary to Data Model Transform Vocabulary to Model Each open rental must be guaranteed by a credit card that is held by the renter who is responsible for the rental the actual pick-up date/time of an open rental must occur before the scheduled return date/time of the rental It is prohibited that a barred driver is a driver of a rental It is obligatory that each driver of a rental has a valid driver license at pick-up date-time of the rental It is prohibited that a rental car is driven by a driver who is intoxicated Vocabulary written using Business Vocabulary Modeling Language (SBVR) Based on IMM 21

Work Remaining Streamline wording Make more spec-like Complete LDAP metamodel and profile Extend worked example to ODM integration 22