Document reference

1
WG13 meeting, Funchal (PT)(2007-03-26 to 30)

• Dr. Timothy M. KING
• WG13 Convener
• tmk_at_lsc.co.uk
• 2007-03-26

2
Activity for the week

• Requirements gathering workshop sessions
• Plenary sessions

3
Industrial data quality requirements gathering
workshop

• attendees
• Steve Arnett (US)
• Peter Benson (US)
• Göran Bostedt (SE)
• Leif Gyllström (SE)
• Trine Hansen (NO)
• Akira Hosokawa (JP)
• Salomon de Jager (ZA)
• Gu Taek Kim (KR)
• Inchang Kim (KR)
• Sunho Kim (KR)
• Tim King (UK)
• Changsoo Lee (KR)
• Oscar Rocha (FR)

• sessions
• 2007-03-27 (Tuesday)
• 0800 1000
• 1030 1200
• 1300 1500

4
Context for ISO 8000

• scope
• information data management process
• input data
• assessing quality
• process
• generates, collects, transforms, retains,
  retrieves, disseminates and disposes
• building quality in
• output data
• assuring quality
• "as is" to "to be" transformation of the process
• "as is" current problems
• "to be" the solutions that the standard will
  provide
• includes the "meta" level of how to deploy the
  standard
• risk, maturity
• applicability of the standard
• across the life cycle (concept to disposal)
• across the extended enterprise (including
  acquirer supplier)
• for all agreement (contract) types
• all parts of the system

5
Information data management process

• see ISO 15288
• the information life cycle
• collection (gathering)
• embedding in other processes
• collation (creating data sets)
• verification
• configuration management
• use
• etc.

6
Data quality perspectives

• "technology" versus "management"
• "management"
• e.g. education training
• task specific (including software operation)
• the broad data quality perspective
• "requirements on organization" versus
  "requirements on data"
• "requirements on data" current focus of Part
  110
• pragmatism of ISO 8000 certification
• quick, simple, low cost
• Small to Medium Enterprises
• people, process technology
• people covers education training, behaviour,
  organization culture
• process issues including simplification (removing
  unnecessary inappropriate complexity lean?)
  systemization (automation optimization), waste,
  inflexibility variability
• "enterprise interfaces" (data exchange sharing)
  versus "internal to organizations" ("public
  process" versus "private process")?

7
Business effects of information data quality

• safety
• regulatory compliance (legal, environment etc.)
• operational availability
• brand image
• operational effectiveness
• operational efficiency
• duration
• financial
• cost
• profitability
• return on investment
• appropriate cost allocation
• risk reduction
• partnering relationships
• roles responsibilities
• trust
• mutually beneficial incentives (e.g. quality
  improvement profit guarantee)
• many of these are both internal (business
  processes) external (products delivered to
  customers)

8
System life cycle processes

• agreement, enterprise, project
• policy
• strategy
• planning
• decision making
• contracts
• performance management
• etc.
• technical
• maintenance
• purchasing
• supply chain
• design
• manufacture
• catalogue master data management
• etc.
• see ISO 15288 for a complete
• all these processes are supported enabled by
  the information management process

9
Data issues

• absolute requirements for exchange, sharing
  archiving
• identified specified syntax (is the data
  readable?)
• identified specified semantics (is the data
  understandable?)
• (is the data useful?) dependent on "customer"
  (stakeholder, user, system life cycle process)
  requirements (significance impact of the
  intended use or purpose of the data)
• correctness
• completeness (against a specified list of
  required elements)
• accessibility
• indication of context
• timeliness
• accuracy
• provenance (traceability)
• trust confidence
• availability
• visibility
• precision
• fidelity

10
Terminology issues

• data quality
• information quality
• product data quality

11
WG13 Plenary

• attendees
• Steve Arnett (US)
• Peter Benson (US)
• Göran Bostedt (SE)
• Bill Freeman (US)
• Leif Gyllström (SE)
• Trine Hansen (NO)
• Akira Hosokawa (JP)
• Inchang Kim (KR)
• Sunho Kim (KR)
• Tim King (UK)
• Changsoo Lee (KR)
• Wynand Nortje (ZA)
• Akihiko Ohtaka (JP)
• Len Slovensky (US)
• Matthew West (UK)

• sessions
• 2007-03-28 (Wednesday)
• 1030 1200
• 1300 1500

12
WG13 Plenary

• agenda
• introductions
• constitution of the Working Group
• report on activities since previous meeting
• current WG issues
• plans for projects
• ISO 8000
• action list
• any other business

13
Scope (proposal)

• SC4 Working Group 13, Industrial Data Quality
  will
• recognize that all existing SC4 standards
  contribute to assuring industrial data quality
  therefore will
• develop fundamental principles on data quality
  covering the scope of the SC4 standards
• build appropriate relationships between WG13
  standards the standards of other SC4 working
  groups
• propose develop an ISO 8000 series of standards
  any other appropriate new standards that
  address industrial data quality, potentially
  including data quality activities,
  characteristics testing
• by reviewing proposals providing requirements
  for new SC4 standards or revisions to existing
  standards, help to maintain consistency among SC4
  standards in providing a capability to address
  industrial data quality
• clarify then disseminate the terminology
  applicable to industrial data quality, including
  addressing the relationship between the terms
  "data quality" "information quality"
• develop standards that complement, are consistent
  with do not conflict with ISO 9000 any other
  ISO standard that address quality.

14
Participation in the Working Group

• membership of exploders
• WG13
• wg13_at_tc184-sc4.org
• ISO 8000
• SC4_ISO_8000_at_tc184-sc4.org
• please use "ISO 8000-nnn" at start the subject
  line of the e-mail
• join by sending e-mail to either
• WG13 Convener, or
• own National Member Body (NMB)
• (Convener or NMB then contacts the SC4
  Secretariat)
• ISO/TC184/SC4 liaisons
• ASQ (resolution approved at Hershey meeting)
• confirmed by ISO CS on 2007-03-09
• IAIDQ (resolution approved at Hershey meeting)
• confirmed by ISO CS on 2007-01-23
• need to investigate the work of ISO/TC10/IEC/TC03
  joint study on Document Management

15
Plans to Funchal (PT) meeting (2007-03)

• ballot resolve comments on scope
• Convener Secretariat failed to initiate ballot
• continue requirements engineering process
• Concept of Operations
• User Requirement Document
• no activity before start of Funchal meeting
• continue work on current ISO 8000 drafts
• revise plan for splitting into parts
• submit parts whose content is complete for CD-TS
  ballot
• list of Parts not changed before Funchal meeting
• Convener review of Parts 002 110 on 2007-03-24

16
WG13 Plenary Issues

• issues
• requirements
• Concept of Operations
• Ibusuki workshop
• include presentations on the current state of ISO
  8000
• state of current NWI work
• Part 001 Information quality Overview
• Part 002 Information quality Terminology
• Part 110 Master data quality Syntax
• Part 120 Master data quality Provenance

17
ISO 8000 status

• Part 001 Information quality Overview
• working draft reviewed during Funchal meeting
• comments to Matthew West by 2007-04-25
• discussion of comments during weekly team
  teleconference calls

18
The history status of ISO 8000

• in 2005-11, the NWI established
• a title "Catalogue Management Systems"
• a scope (detail of the above)
• a list of Parts (to support the above)
• in 2006-03, consensus
• ISO/TC184/SC4 to put a broader range of Parts
  within ISO 8000
• "the ISO 8000 series"
• in 2007-03
• title of original NWI is now inadequate for both
• the broader series, and
• the intended original scope (intention to use
  "Master Data" instead of "Catalogue")
• scope of original NWI is too narrow for the
  broader series
• therefore WG13 will need to submit NWI for new
  Parts
• current Parts
• Part 001 (Overview)
• working draft covers the intended broader scope
  of ISO 8000
• Part 002 (Terminology)
• Committee Draft covers the requirements for
  Master Data
• however, the position

19
The title of ISO 8000

• ISO required title format
• ltintroductory elementgt ltmain elementgt Part
  ltpart numbergt ltpart titlegt
• current drafts
• Part 002
• Data quality Terminology
• Part 110
• Master data quality Syntax, semantic encoding,
  and conformance to customer needs
• issues
• missing part number from title
• missing introductory element
• all current ISO/TC184/SC4 standards use
  "Industrial automation systems integration"
• ISO/TC184 is likely to change to "Automation
  systems integration"
• the ISO Supplementary Directives indicate that
  this is optional
• need for an ISO 8000 series title (the main
  element)
• "information quality" rather than "data quality"
  remains potentially contentious
• proposal (decision not to use introductory
  element)
• Part 002
• Information quality Part 2 Terminology
• Part 110

20
WG13 plans

• explore scope of full ISO 8000 series
• discuss draft of ISO 8000 Part 001 by e-mail
• hold industry requirements workshop at Ibusuki
  meeting
• discuss Concept of Operations document by e-mail
• establishing the groundwork for a broader ISO
  8000 series
• update to Supplementary Directives to cover ISO
  8000
• e.g.
• suitable template wording for Introductions

21
ISO 8000 plans

• Part 001 Overview
• for time being, keep as a discussion document for
  WG13
• Convener to send next update to the WG13 e-mail
  exploder
• Part 002
• change title to "Information quality Part 2
  Terminology"
• update draft document based on Convener Review
• issue for ballot before 2007-04-30
• this Part will be the terminology for the whole
  series
• each NWI to cover new Parts
• Part 110
• change title to "Information quality Part 110
  Master data quality Syntax, semantic encoding,
  and conformance to customer needs"
• update draft document based on Convener Review
• issue for ballot before 2007-04-30

22
Ibusuki workshop call for presentations (1)

• WG13 jointly with JNC (Japan National Committee)
  for SC4 will hold a Data Quality Workshop
  during the next IBUSUKI meeting. Outline of the
  workshop is as follows.
• ltDate and Timegt
• Wednesday, 4th of July, 1300 1700
• ltPurposegt
• ISO 8000 currently applies to Master Data Quality
  and in order to define extensions to address the
  wider problem of Data Quality, it is necessary to
  understand the following
• Industry view (experiences of deployment of data
  quality related standards and requirements based
  on those experiences)
• Vendors view (experiences of checking and
  healing production-level industry data and
  requirements based on those experiences)
• Existing standards or activities that are related
  to industrial data quality
• The workshop will consist of three blocks of
  presentations by experts. Each block will address
  one of the topics above.

23
Ibusuki workshop call for presentations (2)

• ltExpected presentationsgt
• Experience with ISO 8000 series 100 (Master Data
  Quality)
• Extension of ISO 8000 to Engineering Data Quality
• Industry view
• Automotive OEM/Supplier
• Semiconductor industry
• Aerospace industry, etc.
• Vendors view
• PDQ tool vendors
• Existing standards Activities
• To be detailed
• WG13 and JNC for SC4 encourage the SC4 community
  to propose appropriate presentations (title and
  presenter), advising the following Contacts by
  the end of April.
• ltContactgt
• Please contact the following addresses to propose
  presentations.
• TO Dr. King (tmk_at_lsc.co.uk), Mr. Ohtaka
  (akihiko.ohtaka_at_unisys.co.jp)
• CC Mr. Suzuki (suzuki_at_ecom.jp)

24
Document log additions since last meeting
25
Action list review

• request members for the ISO 9000 review team (Tim
  King)
• interview Ken Self at Shell for information on
  practical data quality issues (Tim King)
• pass on appropriate e-mails on the ISO 8000
  exploder to the WG13 exploder (Tim King)
• transferred to Convener responsibilities
• assign reviewers of source material to validate
  the requirements (Tim King)
• approach Volvo (Torbjorn Holm)
• definitions of data quality information quality
  from DNV (Trine Hansen)
• review the user list (Tor Arne Irgens)
• engage with appropriate academic contacts in NO
  (Tor Arne Irgens)
• collect requirements for ISO 8000 from Japanese
  industry (Akihiko Ohtaka)
• workshop arranged for Ibusuki meeting

26
Actions from this week

• check on means by which to change Working Group
  title from "Industrial Data Quality" to
  "Information Quality" if this became the
  consensus view of the WG members (Tim King)
• add WG13 ISO 8000 exploder boxes page numbers
  to meeting attendee register (Tim King)
• add new meeting attendees to WG13 ISO 8000
  exploders (Tim King)
• check e-mail of Inchang Kim with SC4 Secretariat
  (Tim King)
• distribute the document management survey
  (Matthew West)
• create a plan by which to create a baseline
  standards document (Tim King)
• set up a structured action list for the Working
  Group (Tim King)

27
Convener responsibilities

• those responsibilities listed in ISO/TC184/SC4
  Handbook
• pass on e-mails on ISO 8000 exploder that are of
  general interest to the WG13 exploder
• print out copies of WG13 attendance register
  before attending meetings
• maintain WG13 attendance register during course
  of meetings
• maintain project management register
• document register
• action list
• recommend new additions to the SC4 Secretariat to
  the membership of the Working Group