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Library of Congress David C. Hay Capgemini Financial Services Washington, DC March 24, 2009. Describing the World: Data Model Patterns. Part One: The Enterprise Model. Some of you may know me. Back in 1995, I published this book. It was the beginning of a movement. - PowerPoint PPT Presentation
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1
Describing the World:Data Model Patterns
Part One: The Enterprise Model
Library of Congress
David C. HayCapgemini Financial Services
Washington, DCMarch 24, 2009
2Copyright © 2008 Essential Strategies, Inc.
Some of you may know me . . .
Back in 1995, I published this book . . .
3Copyright © 2008 Essential Strategies, Inc.
It was the beginning of a movement . . .
Erich Gamma, Richard Helm, Ralph Johnson, John Vissides, Design Patterns Elements of Reusable Object-Oriented Software, 1995.Software patterns
Martin Fowler, Analysis Patterns: Reusable Object Models. 1997.Object-oriented design patterns
Len Silverston, The Data Model Resource Book: A Library of Logical Data and Data Warehouse Models. 1997.“Universal data models”
4Copyright © 2008 Essential Strategies, Inc.
Different kinds of patterns . . .
More program independent(Less “techie”)
More business independent(More abstract)
Design Patterns
Analysis Patterns
Universal Data Models
Data Model Patterns
semantics of the business
implemen- tation
5Copyright © 2008 Essential Strategies, Inc.
And so now . . .
Second Edition (2008)
(Y’all are getting a sneak preview)
6Copyright © 2008 Essential Strategies, Inc.
Levels of Abstraction . . .
Semantic data models can be drawn at many different levels of abstraction:
Most general – Robust, generally applicable. By definition, anything published as part of the Federal Data Reference Model must be relatively abstract to be widely applicable.
This makes them harder to relate to specific situations.
Most concrete – Easiest to understand for people in the fields being described.
This makes them more vulnerable to changes in the business, however, and harder to apply generally across companies and agencies.
7Copyright © 2008 Essential Strategies, Inc.
Abstraction Level 0: A Template . . .
This is a standard structure for basic elements of Enterprise Model.
It is about the structure of “things”, such as physical assets, people, activities, and so forth.
The structures are then replicated in the more concrete Level 1 “Enterprise model”.
8Copyright © 2008 Essential Strategies, Inc.
Abstraction Level 1: The Enterprise Model . . .
This model should apply to 90% of all companies (and government agencies.
Company specific configurations can be specified as data in the …PARAMETER and …TYPE entities.
9Copyright © 2008 Essential Strategies, Inc.
Abstraction Level 1: The Enterprise Model . . .
Enterprise Model Components – Basic models describing: People and Organizations (Who?) Geography (Where?) Physical Assets (What?) Activities (How?) Date Attributes and Date Entities (When?) Composites (Why?)
Facilities (to create things) Contracts (to sell things)
Metadata Models – Two models are related to all the other parts of the model: Information resources (such as documents), and Accounting.
10Copyright © 2008 Essential Strategies, Inc.
Abstraction Level 2: More concrete. . .
Applicable across company Apply to certain functional areas only. May require modification by individual companies or
agencies. Examples include human resources, marketing, and
the laboratory
11Copyright © 2008 Essential Strategies, Inc.
Abstraction Level 3: Industry Specific. . .
These are specific to areas of interest for specific kinds of companies.
Examples include manufacturing, banking, biotechnology, etc.
Note that even these are industry-level “patterns”, which can be made more specific yet for individual companies.
Note also that only a small part of a company’s business is that specific.
Most can still follow the enterprise model.
12Copyright © 2008 Essential Strategies, Inc.
Today’s Workshop
Part One: Abstraction Level 1: The Generic Enterprise Model Abstraction Level 0: The Template
Part Two: Abstraction Level 1 (continued): Metadata (Documents
and Accounting)
13Copyright © 2008 Essential Strategies, Inc.
Part One: The Enterprise Model
Abstraction Level 1: The Enterprise ModelPeople and Organizations (Who?)Geography (Where?)Physical Assets (What?)Activities and Events (How?)Timing Attributes and Entity Classes (When?)
Abstraction Level 0: The TemplateThings
Abstraction Level 1, again: Composites (Why?)
Sites and Facilities Contracts
14Copyright © 2008 Essential Strategies, Inc.
About reading the relationship names . . .
Each
[or]
part of <relationship name>
[or]
one or more
<first entity>INNING
must be
may be
INNINGBASEBALL
GAME
part of
composed of<second entity>BASEBALL
GAME
one and only one
Each INNING must be part of one and only one BASEBALL GAME.
Each BASEBALL GAME may be composed of one or more INNINGS
Two assertions . . .
May be represented by this drawing . . .
But are these assertions true?
must be
15Copyright © 2008 Essential Strategies, Inc.
“In modeling, It is more important to be clear than to be correct!
- If you are clearly wrong, someone will tell you,
- but if you are obscurely right, you may never know!”
- Ken Orr The Ken Orr Institute
Today’s quotation . . .
16Copyright © 2008 Essential Strategies, Inc.
Part One: The Enterprise Model
Abstraction Level 1: The Enterprise ModelPeople and Organizations (Who?)Geography (Where?)Physical Assets (What?)Activities and Events (How?)Timing Attributes and Entity Classes (When?)
Abstraction Level 0: The Template Abstraction Level 1, again:
Composites (Why?) Sites and Facilities Contracts
17Copyright © 2008 Essential Strategies, Inc.
Functional Requirements for Bibliographic Records…
18Copyright © 2008 Essential Strategies, Inc.
1. People and Organizations . . .
19Copyright © 2008 Essential Strategies, Inc.
2. Parties . . .
A PARTY TYPE might be:
“Person”, “Organization”, “Company”, etc.
Each PARTY TYPE may in turn be a super-type of one or more other PARTY TYPES.
For example,
the PARTY TYPE “Company” is a sub-type of the PARTY TYPE “Organization”.
20Copyright © 2008 Essential Strategies, Inc.
3. Party Relationships . . .
A PARTY RELATIONSHIP TYPE might be:
“Marriage”“Union Membership”“Corporate Structure”etc.
21Copyright © 2008 Essential Strategies, Inc.
4. Party Identifiers . . .
PARTY IDENTIFIER TYPE:
“Corporate Identifier”“Social Security Number”“Passport Number”,Etc.
PARTY IDENTIFIER:
“Corporate Identifier”of “Essential Strategies, Inc.” is “76-0392981”, as issued by the “Internal Revenue Service”.
22Copyright © 2008 Essential Strategies, Inc.
5. Party Names . . .
If PARTY NAME COMPONENT TYPE is “Prefix”, LEGAL NAME COMPONENT VALUES would be “Mr.”, “Ms.”, “Dr.”, etc.
The PARTY NAME “Mr. David Charles Hay II”, consists of PARTY NAME COMPONENTS:
“Mr.” (PNC TYPE: “Prefix”)“David” (PNC TYPE: “Given Name”)“Charles” (PNC TYPE: “Middle Name”)…“II” (PNC TYPE “Suffix”)
PARTY NAME TYPES:
“Maiden Name”,“Corporate Nickname”, etc.
23Copyright © 2008 Essential Strategies, Inc.
6. Some Party Constraints . . .For example,
according to a PARTY NAME CONSTRAINT,
-- only a PARTY whose PARTY TYPE is “Person”
-- may have a PARTY NAME whose PARTY NAME TYPE is “Maiden name”.
PARTY IDENTIFIER CONSTRAINTS:
-- only a PARTY whose PARTY TYPE is “Company”
-- may have a PARTY IDENTIFIER whose PARTY IDENTIFIER
TYPE is “Corporate Tax ID”.
24Copyright © 2008 Essential Strategies, Inc.
7. Party Characteristics . . .
PARTY CHARACTERISTIC:
“Height”“Number of employees”“Regulatory target”,Etc.
PARTY CHARACTERISTIC VALUE:
“Height” of “Jerry Smith” has CHARACTERISTIC VALUE of “6.1” (feet)…
according to “Jerry Smith”.
25Copyright © 2008 Essential Strategies, Inc.
8. Party Categories, etc. . .
Business Rule:
If PARTY CHARACTERISTIC VALUE is of a PARTY CATEGORY, then
-- it’s “Characteristic value”
-- must be the “Category value”
-- of one of the PARTY CATEGORY’s
-- LEGAL PARTY CATEGORY VALUES’ “Category value”..
26Copyright © 2008 Essential Strategies, Inc.
9. Party Characteristic Derivations . . .
27Copyright © 2008 Essential Strategies, Inc.
Reverse Polish Notation . . .
For example: Age = (<system date> - birthdate) / 365
<system date>
The use ofSystemVariable
SubtractBirthdateAge
AddAge
OperatorThe use of Constant
The use of Character-istic
To deriveCharacter- istic
Divide365Age
Note: It is important to work from inside the parentheses out.
28Copyright © 2008 Essential Strategies, Inc.
PARTY# GLOBAL IDENTIFIER
PARTY TYPE# NAME* DESCRIPTION
PARTYCHARACTERISTICVALUE* CHARACTERISTIC VALUE# EFFECTIVE DATEo UNTIL DATE
PARTY CHARACTERISTIC* NAME* DESCRIPTIONo DEFAULT VALUE* DATA TYPEo FORMULA
PARTY CHARACTERISTICDERIVATION ELEMENT# SEQUENCE* OPERATORo CONSTANT
LEGAL PARTYCATEGORY VALUE# CATEGORY VALUE* EFFECTIVE DATEo UNTIL DATE
PARTYCHARACTERISTICCONSTRAINT# EFFECTIVE DATEo UNTIL DATE
SYSTEMVARIABLE
CONTINUOUS PARTYCHARACTERISTICo MAXIMUM VALUEo MINIMUM VALUE
ORGANIZATION* DESCRIPTION
PARTY CATEGORY
PERSONo TITLE
GOVERNMENT
GOVERNMENTAGENCY
OTHERORGANIZATION
COMPANY
INTERNALORGANIZATION
an example of
embodied in
for
described by
issued by
issuer ofof
used as
defined by
definer of
for
constrained to
the use of
used as
to derive
derived via
on
subject to
by
in the role of
narrowerthan
broaderthan
the use of
used as
10. Party Characteristic Constraints . . .NOTE: the CONTINUOUS PARTY CHARACTERISTIC “Height”
-- may only be used as a PARTY CHARACTERISTIC VALUE
-- for a PARTY that is an example of the PARTY TYPE “Person”.
29Copyright © 2008 Essential Strategies, Inc.
Part One: The Enterprise Model
Abstraction Level 1: The Enterprise ModelPeople and Organizations (Who?)Geography (Where?)Physical Assets (What?)Activities and Events (How?)Timing Attributes and Entity Classes (When?)
Abstraction Level 0: The Template Abstraction Level 1, again:
Composites (Why?) Sites and Facilities Contracts
30Copyright © 2008 Essential Strategies, Inc.
1. Geographic Locations . . .
31Copyright © 2008 Essential Strategies, Inc.
2. Geographic Location Relationships . . .
For example,
“Colorado” is in “The United States” .(GEOGRAPHIC STRUCTURE),
“Ute Indian Reservation” overlaps with “Colorado”. (GEOGRAPHIC OVERLAP)
GEOGRAPHIC POINT “36 59 57 N”, “109 02 44” defines a corner of STATE / PROVINCE “Colorado”. (GEOGRAPHIC DEFINITION).
etc.
32Copyright © 2008 Essential Strategies, Inc.
3. Geographic Location Identifiers . . .
GEOGRAPHIC NAME STANDARD:
ISO 3116
GEOGRAPHIC LOC. ID. TYPE: “Standard Abbreviation”
GEOGRAPHIC LOCATION IDENTIFIER: “UK”“USA”
33Copyright © 2008 Essential Strategies, Inc.
4. Geographic Location Names . . .
34Copyright © 2008 Essential Strategies, Inc.
5. Geographic Constraints . . .
GEOGRAPHIC LOCATION ID CONSTRAINT:
-- the GEOGRAPHIC LOCATION IDENTIFIER TYPE “Postal Abbreviation”
-- may only be embodied in a GEOGRAPHIC IDENTIFIER
-- of a GEOGRAPHIC LOCATON
-- that is an example of the GEOGRAPHIC AREA TYPE “State/Province”.
35Copyright © 2008 Essential Strategies, Inc.
6. Geographic Characteristics . . .
GEOGRAPHIC LOCATION CHARACTERISTIC:“Population”“Area”“Climate”“Export Value”
GEOGRAPHIC CHARACTERISTIC VALUE:
“Population” of “The United States” is “280,000,000”“Area” of “Cuba” is “42,800” (square miles).
36Copyright © 2008 Essential Strategies, Inc.
7. Geographic Categories, etc. . . Business Rule: If GEOGRAPHIC CHARACTERISTIC VALUE is of a GEOGRAPHIC CATEGORY, it’s “characteristic value” must be the “value” of one of the GEOGRAPHIC CATEGORY’S LEGAL GEOGRAPHIC CHARACTERISTIC VALUES.
37Copyright © 2008 Essential Strategies, Inc.
8. Geographic Characteristic Derivations . . .
38Copyright © 2008 Essential Strategies, Inc.
Reverse Polish Notation . . .
For example: Building height = Tan(sight angle) * horizontal
distance
The use ofSystemVariable
MultiplyHorizontal Distance
Building Height
TangentSight AngleBuilding Height
Operator
The use of Constant
The use of Character-istic
To deriveCharacter- istic
39Copyright © 2008 Essential Strategies, Inc.
9. Geographic Characteristic Constraints . . .For example, The G.L. CHARACTER-ISTIC “Population” may only be-- used for a G.L. VALUE -- for a GEOGRAPHIC LOCATION that is -- an example of the GEOGRAPHIC AREA TYPE “Geopolitical Area”.
40Copyright © 2008 Essential Strategies, Inc.
10. Geographic Roles . . .
NOTE: The geographical representation of a country should not be confused with the GOVERNMENT which has JURISDICTION over that piece of geography.
41Copyright © 2008 Essential Strategies, Inc.
Part One: The Enterprise Model
Abstraction Level 1: The Enterprise ModelPeople and Organizations (Who?)Geography (Where?)Physical Assets (What?)Activities and Events (How?)Timing Attributes and Entity Classes (When?)
Abstraction Level 0: The Template Abstraction Level 1, again:
Composites (Why?) Sites and Facilities Contracts
42Copyright © 2008 Essential Strategies, Inc.
1. Physical Assets . . .
PHYSICAL ASSET TYPE:
“Personal Computer”“Building”“Compressor”etc.
PHYSICAL ASSET SPECIFICATION:
“Lenovo ThinkPad T43”“Standard House Plan JZ-364”etc.
PHYSICAL ASSET INSTANCE
“DH’s ThinkPad, SN 99-A4005”“The house at 13 Hilshire Grove, Houston, Texas”“4000 #10 envelopes”etc.
43Copyright © 2008 Essential Strategies, Inc.
2. Physical Asset Structures . . .
ASSET STRUCTURE TYPE:
“Optional Composition”, “Actual Composition”“Safety association”, etc.
ASSET SPECIFICATION STRUCTURE:
“A Lenovo ThinkPad T43” can use a “Model 13N6577 60 gb hard drive” (“Optional composition”)
ASSET INSTANCE STRUCTURE:
“DH’s Lenovo ThinkPad T43” has installed a “Model 13N6577 60 gb hard drive, S/N NP24T522” (“Actual composition”)
44Copyright © 2008 Essential Strategies, Inc.
3. Physical Asset Names and Identifiers . . .
ASSET IDENTIFIER:
“Asset number” (PHYSICAL ASSET INSTANCE)“Specification Number” (PHYSICAL ASSET SPECIFICATION
45Copyright © 2008 Essential Strategies, Inc.
4. Physical Asset Constraints . . .
46Copyright © 2008 Essential Strategies, Inc.
5. Physical Asset Characteristics . . .
47Copyright © 2008 Essential Strategies, Inc.
6. Physical Asset Legal Value and Derivations . . .
Business Rule: If ASSET CHARACTERISTIC VALUE is of an ASSET CATEGORY, it’s “characteristic value” … etc.
48Copyright © 2008 Essential Strategies, Inc.
Reverse Polish Notation . . .
For example: Power (watts) = Voltage * Current (amps)
To deriveCharacter- istic
The use of Character-istic
The use ofSystemVariable
The use of Constant
Operator
Power Voltage Add
Power Current Multiply
49Copyright © 2008 Essential Strategies, Inc.
7. Physical Asset Constraints . . .
50Copyright © 2008 Essential Strategies, Inc.
8. Physical Asset Roles . . .
51Copyright © 2008 Essential Strategies, Inc.
Part One: The Enterprise Model
Abstraction Level 1: The Enterprise ModelPeople and Organizations (Who?)Geography (Where?)Physical Assets (What?)Activities and Events (How?)Timing Attributes and Entity Classes (When?)
Abstraction Level 0: The Template Abstraction Level 1, again:
Composites (Why?) Sites and Facilities Contracts
52Copyright © 2008 Essential Strategies, Inc.
1. Activities
ACTIVITY TYPE:
“Fabrication”“Assembly”“Maintenance”“Highway construction”etc.
ACTIVITY SPECIFICATION:
“Fabrication of 20X40 sheets”,Weekly sweeping,etc.
ACTIVITY INSTANCE:
“Installation of Wirt Road overpass” (part of I-10 widening project) January 23, 2008.
53Copyright © 2008 Essential Strategies, Inc.
2. Defining Activities . . .
ACTIVITY STRUCTURE TYPE:
“Work Breakdown”,“Dependency”,etc.
54Copyright © 2008 Essential Strategies, Inc.
3. Activity Constraints . . .
55Copyright © 2008 Essential Strategies, Inc.
ACTIVITY SPECIFICATION# GLOBAL IDENTIFIER* DEFAULT NAMEo DESCRIPTION* EFFECTIVE DATEo DISCONTINUE DATE
ACTIVITY INSTANCE# SEQUENCE NUMBER* DESCRIPTION* CREATION DATEo DESTRUCTION DATE
ACTIVITY TYPE# NAME* DESCRIPTION
ACTIVITY CHARACTERISTIC
ACTIVITY CHARACTERISTICVALUE# EFFECTIVE DATEo UNTIL DATEo CHARACTERISTIC VALUE
LEGAL ACTIVITYCHARACTERISTICVALUE# EFFECTIVE DATEo UNTIL DATE* CATEGORY VALUE
ACTIVITYDERIVATIONELEMENT# CALCULATION SEQUENCE* OPERATORo CONSTANT
CONTINUOUS ACTIVITYCHARACTERISTICo MAXIMUM VALUEo MINIMUM VALUE
ACTIVITY CATEGORY
an example of
embodied in
to describe
describedby
todescribe
described by
of
evaluatedwith
aconstraintupon
constrainedby
the use ofused as
to derivederived via
narrowerthan
broader than
an example of
embodied in
4. Describing Activities . . .
56Copyright © 2008 Essential Strategies, Inc.
Reverse Polish Notation . . .
For example: Actual Duration = Actual End Date – Actual Start Date
To deriveCharacter- istic
The use of Character-istic
The use ofSystemVariable
The use of Constant
Operator
Actual Duration
Actual End Date
Add
Actual Duration
Actual Start Date
Subtract
57Copyright © 2008 Essential Strategies, Inc.
5. Activity Characteristic Constraints . . .
58Copyright © 2008 Essential Strategies, Inc.
6. Activities and Events . . .
TRIGGER SPECIFICATION:
“Receipt of a customer complaint” (EVENT SPECIFICATION) -- is the cause of TRIGGER
SPECIFICATIONS -- to carry out specified
ACTIVITY SPECIFICATIONS.
TRIGGER:
“Receipt of a DH’s complaint” (EVENT) -- was the cause of TRIGGERs-- to carry out specified
ACTIVITY INSTANCES.
59Copyright © 2008 Essential Strategies, Inc.
Note . . .
Any EVENT INSTANCE may be the cause of one or more TRIGGERS of ACTIVITY INSTANCES.
An INTERNAL EVENT INSTANCE must be the result of another ACTIVITY INSTANCE.
An EXTERNAL EVENT INSTANCE is something that happens outside the company’s control
60Copyright © 2008 Essential Strategies, Inc.
7. Activity Roles . . .
ACTIVITY ROLE TYPE:“Project Manager”,“Supervisor”,etc.
61Copyright © 2008 Essential Strategies, Inc.
Part One: The Enterprise Model
Abstraction Level 1: The Enterprise ModelPeople and Organizations (Who?)Geography (Where?)Physical Assets (What?)Activities and Events (How?)Timing Attributes and Entity Classes (When?)
Abstraction Level 0: The Template Abstraction Level 1, again:
Composites (Why?) Sites and Facilities Contracts
62Copyright © 2008 Essential Strategies, Inc.
Showing Time with Attributes . . .
PARTY# GLOBAL IDENTIFIER
PARTY RELATIONSHIP# EFFECTIVE DATEo UNTIL DATEo COMMENT
PARTY TYPE# NAME* DESCRIPTION
PARTYRELATIONSHIPTYPE# NAME* DESCRIPTION
PARTYCHARACTERISTICVALUE* CHARACTERISTIC VALUE# EFFECTIVE DATEo UNTIL DATE
PARTY CHARACTERISTIC* NAME* DESCRIPTIONo DEFAULT VALUE* DATA TYPEo FORMULA
PARTYCATEGORYSET# NAME* DESCRIPTION
LEGAL PARTYCATEGORYVALUE# CATEGORY VALUE* EFFECTIVE DATEo UNTIL DATE
PARTYCHARACTERISTICCONSTRAINT# EFFECTIVE DATEo UNTIL DATE
CONTINUOUS PARTYCHARACTERISTICo MAXIMUM VALUEo MINIMUM VALUE
ORGANIZATION
PARTY CATEGORY
PERSON* BIRTHDATE
OTHERORGANIZATION
COMPANY
INTERNALORGANIZATION
GOVERNMENT
GOVERNMENTAGENCY
to
on theother sideof
from
on oneside of
an example of
embodied in
an example of
embodied in
for
described by
issued by
issuer of
of
used as
defined by
definer of
part of
composed of
for
constrained to
on
subject to
by
in the role of
narrowerthan
broaderthan
63Copyright © 2008 Essential Strategies, Inc.
Showing Time with Entities . . .
64Copyright © 2008 Essential Strategies, Inc.
And some derived entity classes . . .
Wednesday, August 20, 2008: Week 34, 2008Day 233, 2008Day 50 of Quarter III, 2008
65Copyright © 2008 Essential Strategies, Inc.
Part One: The Enterprise Model
Abstraction Level 1 - Components: People and Organizations (Who?)Geography (Where?)Physical Assets (What?)Activities and Events (How?)Timing Attributes and Entity Classes (When?)
Abstraction Level 0: The template Abstraction Level 1, again: –
Composites (Why) Sites and Facilities Contracts
66Copyright © 2008 Essential Strategies, Inc.
1. Things . . .
67Copyright © 2008 Essential Strategies, Inc.
2. Thing Structures . . .
68Copyright © 2008 Essential Strategies, Inc.
3. Thing Identifiers . . .
69Copyright © 2008 Essential Strategies, Inc.
4. Thing Names . . .
70Copyright © 2008 Essential Strategies, Inc.
5. Thing Constraints . . .For example, a THING INSTANCE may only have THING IDENTIFIERS that are examples of a THING IDENTIFIER TYPE that is appropriate for the THING SPECIFICATION or the THING TYPE involved.
71Copyright © 2008 Essential Strategies, Inc.
6. Thing Characteristics . . .
A THING CHARACTERISTIC is a property that could also appear as an attribute of THING INSTANCE or THING SPECIFICATION. To do so would make it difficult to change, however, and would prevent multiple values over time.
72Copyright © 2008 Essential Strategies, Inc.
7. Thing Categories, etc. . .
Business Rule:
If THING CHARACTERISTIC VALUE is of a THING CATEGORY, it’s “value” must be the “value” of one of the THING CATEGORY’S THING CATEGORY LEGAL VALUES.
73Copyright © 2008 Essential Strategies, Inc.
8. Characteristic Derivations . . .
A CONTINUOUS THING CHARACTERISTIC may be derived from other THING CHARACTERISTICS using a Reverse Polish Notation structure. This is like the Hewlett Packard calculators.
74Copyright © 2008 Essential Strategies, Inc.
Reverse Polish Notation . . .
For example: Degrees Celsius = Degrees Fahrenheit * .55556 - 32
To derivePARAMETER
The use of PARAMETER
Constant Operator
Degrees Celsius Degrees Fahrenheit
Add
Degrees Celsius .55556 Multiply
Degrees Celsius 32 Subtract
75Copyright © 2008 Essential Strategies, Inc.
9. Thing Characteristic Constraints . . .
76Copyright © 2008 Essential Strategies, Inc.
Part One: The Enterprise Model
Abstraction Level 1 - Components: People and Organizations (Who?)Geography (Where?)Physical Assets (What?)Activities and Events (How?)Timing Attributes and Entity Classes (When?)
Abstraction Level 0: The template Abstraction Level 1 , again:
Composites (Why) Sites and Facilities Contracts
77Copyright © 2008 Essential Strategies, Inc.
Composites (why) . . .
A company’s motivation lies in:How it brings resources together to carry out its
vision and mission.Specifically, how it acquires resources and uses
them to satisfy customers.
78Copyright © 2008 Essential Strategies, Inc.
Part One: The Enterprise Model
Abstraction Level 1 - Components: People and Organizations (Who?)Geography (Where?)Physical Assets (What?)Activities and Events (How?)Timing Attributes and Entity Classes (When?)
Abstraction Level 0: The template Abstraction Level 1, again:
Composites (why) Sites and Facilities Contracts
79Copyright © 2008 Essential Strategies, Inc.
Facilities Overview . . .
Facility:A place with a purpose.Used to locate resources:
People and organizations Activities Materials (Physical Assets)
80Copyright © 2008 Essential Strategies, Inc.
Facility is in the Middle . . .
GEOGRAPHIC LOCATION
PARTY
ACTIVITY INSTANCE
PHYSICAL ASSETINSTANCE
FACILITYPLACEMENT
PARTY PLACEMENT
SITE
DISCRETEITEM
PERSON
ORGANIZATION
GEOGRAPHICPOINT
GEOGRAPHICSOLID
FACILITY
INVENTORY
GEOGRAPHICAREA
the current site of
currently at
the location of
in
located via
of
in
thelocationof
thelocationof
in
located via
of
A place with a purpose ...
... where people and organizations ...
... perform activities ...
... using physical assets.
81Copyright © 2008 Essential Strategies, Inc.
1. Party Placements . . .
PARTY PLACEMENT TYPE:
“Home address”“Office address”etc.
FACILITY:
“DH’s house” “New York HQ” “Oil well J-423” etc.
82Copyright © 2008 Essential Strategies, Inc.
2. Sites . . .
83Copyright © 2008 Essential Strategies, Inc.
3. Facility Placements in the world . . .
84Copyright © 2008 Essential Strategies, Inc.
4. Locating Activities . . .
85Copyright © 2008 Essential Strategies, Inc.
5. Locating Events . . .
86Copyright © 2008 Essential Strategies, Inc.
Locating Physical Assets . . .
FACILITYPLACEMENT# EFFECTIVE DATE* UNTIL DATE
SITE
GEOGRAPHIC LOCATION# GLOBAL ID* DEFAULT NAME
PHYSICAL ASSET INSTANCE# SEQUENCE NUMBER* NAME* DESCRIPTION* CREATION DATEo DESTRUCTION DATEo (COST)
PHYSICAL ASSETSPECIFICATION# GLOBAL IDENTIFIER* DEFAULT NAME* DESCRIPTION* EFFECTIVE DATEo DISCONTINUE DATEo STANDARD PRICE* (TOTAL SALES VALUE)
MATERIALSPECIFICATION
PRODUCTSPECIFICATION
GEOGRAPHIC POINT* LATTITUDE* LONGITUDE* ELEVATION
GEOGRAPHIC SOLID
DISCRETE ITEM* SERIAL NUMBER
GEOGRAPHIC AREA
VIRTUAL SITE
INVENTORY* QUANTITY
FACILITY# GLOBAL IDENTIFIER* (STREET ADDRESS)* (CITY NAME)* (STATE NAME)* (POSTAL CODE)* (COUNTRY NAME)
WORK CENTER
WAREHOUSE
OTHER VIRTUALADDRESS...
NATURAL AREA
PLANT
INSTRUMENT
E-MAILADDRESS...
PIECE OF EQUIPMENT
OTHERDISCRETEITEM
GEOPOLITICAL AREA
OTHER FACILITY
TELEPHONEADDRESS...
MANAGEMENT AREA
OFFICE FACILITY WEB ADDRESS...
HOME
SURVEYED AREAo STREET ADDRESS
located via
of
in
the location of
the currentsite of
currently at
an example of
embodied in
87Copyright © 2008 Essential Strategies, Inc.
6. Locating (and moving) Physical Assets . . .
FACILITYPLACEMENT# EFFECTIVE DATE* UNTIL DATE
SITE
PARTY# GLOBAL IDENTIFIER* NAME
PARTY PLACEMENT# EFFECTIVE DATEo UNTIL DATE
GEOGRAPHIC LOCATION# GLOBAL ID* DEFAULT NAME
PHYSICAL ASSET INSTANCE# SEQUENCE NUMBER* NAME* DESCRIPTION* CREATION DATEo DESTRUCTION DATEo (COST)
PHYSICAL ASSET MOVEMENT* BEGINNING DATE/TIMEo ENDING DATE/TIME
ACTIVITY INSTANCE# SEQUENCE NUMBER* DESCRIPTION* START DATEo END DATEo (TOTAL LABOR COST)o (TOTAL MATERIAL COST)
PHYSICAL ASSET SPECIFICATION# GLOBAL IDENTIFIER* DEFAULT NAME* DESCRIPTION* EFFECTIVE DATEo DISCONTINUE DATEo STANDARD PRICE* (TOTAL SALES VALUE)
INVENTORY* QUANTITY
ADJUSTMENT* CHANGE QUANTITY* ADDITION INDICATOR
FACILITY# GLOBAL IDENTIFIER* (STREET ADDRESS)* (CITY NAME)* (STATE NAME)* (POSTAL CODE)* (COUNTRY NAME)
ACTUAL CONSUMPTION* NUMBER OF UNITS* QUANTITY USEDo (TOTAL COST)
MATERIALSPECIFICATION
OTHER ACTIVITYINSTANCE
ACTUAL UTILIZATION* HOURS USED* (TOTAL VALUE OF USAGE)
PRODUCTSPECIFICATION
PRODUCTION STEP
PERSON
SERVICE INSTANCE
GEOGRAPHICPOINT...
ORGANIZATION* DESCRIPTION
GEOGRAPHICSOLID
DISCRETE ITEM* SERIAL NUMBER
GEOGRAPHICAREA
MAINTENANCE TASK
VIRTUAL SITE
DELIVERYo QUANTITY SHIPPED
TRANSFER
OTHERORGANIZATION
GOVERNMENTAGENCY
INTERNALORGANIZATION
COMPANY
SHIPMENT
RECEIPT
PIECE OF EQUIPMENT
INSTRUMENT OTHERDISCRETE ITEM
PRODUCTCOMPLETION
GOVERNMENT
located via
of
the location of
in
located via
of
in
the location of
the location of
in
used in
of
consumedin
of
the current site of
currently at
delivered as
of to
destinationof
to
destination of
from
sourceof
from
source of
for
charged with
producedduring
producerof
the location of
in
consumed in
of
an example of
embodied in
88Copyright © 2008 Essential Strategies, Inc.
Part One: The Enterprise Model
Abstraction Level 1 - Components: People and Organizations (Who?)Geography (Where?)Physical Assets (What?)Activities and Events (How?)Timing Attributes and Entity Classes (When?)
Abstraction Level 0: The template Abstraction Level 1, again:
Composites (why) Sites and Facilities Contracts
89Copyright © 2008 Essential Strategies, Inc.
1. Contracts . . .
PARTY# GLOBAL IDENTIFIERPARTY RELATIONSHIP
# EFFECTIVE DATEo UNTIL DATEo COMMENT
PARTY TYPE# NAME* DESCRIPTION
LINE ITEM# LINE NUMBER* QUANTITYo COST
ACTIVITY SPECIFICATION# GLOBAL IDENTIFIER* DEFAULT NAMEo DESCRIPTION* EFFECTIVE DATEo DISCONTINUE DATEo ESTIMATED DURATIONo ESTIMATED PRICE
PHYSICAL ASSET SPECIFICATION# GLOBAL IDENTIFIER* DEFAULT NAME* DESCRIPTION* EFFECTIVE DATEo DISCONTINUE DATEo STANDARD PRICE
PERSON* BIRTHDATEo CHARGE RATE
ORGANIZATION* DESCRIPTION
CONTRACT# CONTRACT NUMBER* ISSUE DATE
MATERIALPRODUCT
GOVERNMENT
GOVERNMENTAGENCY
OTHERORGANIZATION
COMPANY
INTERNALORGANIZATION
to
on theother sideof
from
on one side of
an example of
embodied in
from
buyer in
to
seller in
part of
composed of
for
purchasedvia
for
purchasedvia
90Copyright © 2008 Essential Strategies, Inc.
2. Contract Roles and Terms . . .
91Copyright © 2008 Essential Strategies, Inc.
3. Supplying Assets . . .
92Copyright © 2008 Essential Strategies, Inc.
4. Supplying Activities . . .
93Copyright © 2008 Essential Strategies, Inc.
The importance of naming things . . .
“Now! That should clear up a few things around here!”
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