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Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December 2010 in Canberra, Australia

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Page 1: Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December

Harmonization and consistency in ISO/TC 211 standards

by Serena Coetzee

Chair, ISO/TC 211 Programme Maintenance Group

at the Tutorial held on5 December 2010 in Canberra, Australia

Page 2: Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December

ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

The Challenge

• 40+ published ISO/TC 211 standards• 10+ standards under development• 9 standards currently being revised• 10 standards approved for revision • 2 stage zero projects (another in progress) propose the

development of a number of standards• 190+ normative referenced among ISO/TC 211 standards• Some standards are normatively references in 10+ other

standards• 10+ circular normative revisions among ISO/TC 211

standards

Page 3: Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December

ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Programme Maintenance Group

PMG Terms of Reference (n2515)

The Programme Maintenance Group (PMG) shall monitor the published ISO/TC 211 standards, specifications, reports and

the ISO/TC 211 programme of work, to ensure harmonization and consistency.

The PMG shall also monitor changing requirements and technological developments to see whether

the ISO/TC 211 programme of work is aligned to these.

Page 4: Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December

ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Programme Maintenance Group

PMG Terms of Reference (n2515)

1. Maintenance of existing standards – collect and publish reports of errors and problems in the

published documents – maintain PMG area on the ISO/TC 211 web site– advise ISO/TC 211 to initiate amendments, corrigenda and

revisions2. New work items

– Ensure harmonization with programme of work and published documents

– Align them with overall strategy and scope of work of ISO/TC 211

Page 5: Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December

ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Overview

• PMG website• Dependencies• Recommendations

– Draft NWIPs– Systematic reviews– Ad hoc

• Guidelines– Harmonization checklist

Page 6: Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December

ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

PMG website

• Programme www.isotc211.org/pmg

Page 7: Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December

ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

PMG website

• Reports www.isotc211.org/pmg

Page 8: Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December

ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

PMG website

• Harmonization issues www.isotc211.org/pmg

Page 9: Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December

ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Dependencies

• 190+ normative references among ISO/TC 211 standards

• Some standards are normatively referenced in 10+ other standards

• 10+ circular normative revisions among ISO/TC 211 standards

What effect has the revision of one standard on others?

Page 10: Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December

Normative and informative

• Normative elements– describe the scope of the document, and which

set out provisions– Provisions: requirement, recommendation,

statement• Informative elements

– identify the document, introduce its content and explain its background, its development and its relationship with other documents

– Provide additional information

ISO/IEC Directives, Part 2, §3.9

ISO/IEC Directives, Part 2, §3.8, §3.12

ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Page 11: Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December

Normative dependencies

• Normative dependency– Coetzee (2010): Relationship between two

standards where a change to the normative content in the one standard affects the normative content of the other standard

ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Page 12: Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December

Structure of a standardElement Arrangement

Informative preliminary

Title page

Table of contents

Foreword

Introduction

Normative general

Title

Scope

Normative references

Normative technicalTerms and definitionsSymbols and abbreviated terms… (clauses)Normative annex

Informative supplementary

Informative annex

Bibliography

Indexes

ISO/IEC Directives, Part 2, §5.1.3

Bold: requiredUpright: normative Italic – informative

Conformance (ISO 19105:2000)

ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Page 13: Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December

Scope

• Scope– Defines without ambiguity the subject of the

document and aspects covered– Limits of applicability

ISO/IEC Directives, Part 2, §6.2.1

ISO19101:2002

ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Page 14: Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December

ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Scope dependency

• Example– ISO/TS 19139:2007

• This Technical Specification defines Geographic Metadata XML (gmd) encoding, an XML Schema implementation derived from ISO 19115, Geographic information – Metadata

– See ScopeDependency.xlsx

Page 15: Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December

ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Scope dependency

• Example– ISO 19126:2009

• This International Standard specifies a schema for feature concept dictionaries to be established and managed as registers. This International Standard … does specify a schema for a hierarchical register of feature concept dictionaries and feature catalogues. These registers are in accordance with ISO 19135.

• See ScopeDependency.xlsx

Page 16: Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December

ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Scope dependency

• Example– ISO 19136:2009 GML

• The Geography Markup Language (GML) is an XML encoding in compliance with ISO 19118 for …

• See ScopeDependency.xlsx

• Currently 15 scope dependencies in ISO/TC 211 standards

Page 17: Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December

Terms and definitions

• Terms and definitions– definitions necessary for the understanding of

certain terms used in the documentISO/IEC Directives, Part 2, §6.3.1, Annex D

ISO 19101:2003

ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Page 18: Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December

ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Term Dependency

• Examples– coordinate reference system

• referenced in 10 standards

– admitted term• referenced in one standard

• 537 term dependencies in ISO/TC 211 standards

• Harmonization of ISO/TC 211 terms by the Terminology Maintenance Group (TMG)

Page 19: Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December

Normative Reference

• Normative references– List of referenced documents cited in the document– ‘…indispensable for the application of the document…’– Rule of thumb

• Cited in a requirement

ISO/IEC Directives, Part 2, §6.2.2

ISO 19101:2002

ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Page 20: Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December

ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Normative reference dependency

• Example

ISO 19115:2003

Page 21: Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December

ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Normative Reference

• For a standard, the dependency database shows

• which standards are normatively referenced• where a standard is normatively referenced

• If there is a dependency in the normative content of S1 on S2– On what part of S2 is the dependency?

Page 22: Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December

Provisions

• Requirement– expression in the content of a document

conveying criteria to be fulfilled if compliance with the document is to be claimed and from which no deviation is permitted

ISO/IEC Directives, Part 2, §3.12.1, §6.3.3, Annex H

ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Page 23: Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December

Provisions

• Requirement– shall/shall not

• is to • is required to• it is required that• has to• only … is permitted• it is necessary

ISO/IEC Directives, Part 2, Annex H

•is not allowed [permitted]•is not [acceptable]•is not [permissible]•is required to be not•is required that … be not•is not to be

ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Page 24: Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December

Provisions

• Recommendation– expression in the content of a document

conveying that • among several possibilities one is recommended as

particularly suitable, without mentioning or excluding others, or

• that a certain course of action is preferred but not necessarily required, or

• that (in the negative form) a certain possibility or course of action is deprecated but not prohibited

ISO/IEC Directives, Part 2, §3.12.2, §6.3.3, Annex H

ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Page 25: Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December

Provisions

• Recommendation– should/should not

• it is recommended that• ought to• it is not recommended that• ought not to

ISO/IEC Directives, Part 2, Annex H

ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Page 26: Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December

Structure of a standard

• Requirement

ISO 19110:2005

Page 27: Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December

ISO 19111:2007

ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Page 28: Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December

ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Provision dependency

• Challenges!– How to identify a provision?

• Search for certain verbs…• ‘is’, ‘not’ ?• ‘Hidden’ in UML?

Page 29: Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December

ISO 19111:2007

Page 30: Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December

ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Dependencies

• Restrictions on revisions– Only if there is a dependency on an undated

standard

– Notation• S1:YYYY (standard 1, published in year YYYY)• S1:YYYY’ (revision of S1:YYYY)

Page 31: Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December

ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Scope dependency

– S2:YYYY S1 [dependency]– Existing implementations of S2:YYYY shall comply

with S1:YYYY’

– ISO 19136:2009 ISO 19118 [The Geography Markup Language (GML) is an XML encoding in compliance with ISO 19118 for …]

– Existing implementations of ISO 19136:2009 shall comply with any revision of ISO 19118

Scope

Scope

Page 32: Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December

ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Scope dependency

– S2:YYYY S1:YYYY [dependency]– No restriction!

– ISO 19136:2009 ISO 19118:2005 [The Geography Markup Language (GML) is an XML encoding in compliance with ISO 19118 for …]

– No restriction!

Scope

Scope

Page 33: Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December

ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Term dependency

– S2:YYYY S1 [term]– The term shall be included in S1:YYYY’ with the

same meaning

– ISO 19107:2003 ISO 19111 [coordinate reference system]

– ‘coordinate reference system’ shall be included in revisions of ISO 19111 with the same meaning

Term

Term

Page 34: Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December

ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Provision dependency

– S2:YYYY S1 [requirement]– The requirement as implemented in existing

implementations of S2:YYYY shall comply with S1:YYYY’

– ISO 19107:2039 ISO 19111 []

– ‘coordinate reference system’ shall be included in revisions of ISO 19111 with the same meaning

Requirement

Requirement

Page 35: Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December

ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Recommendations

• Published at www.isotc211.org/pmg/reports.htm

No Date Problem statement Recommendation Status

13 2008-12-04

Tsukuba, Japan

National bodies ask for revisions of standards without supplying comments to justify a revision.

The PMG requests national bodies to provide comments when requesting revisions in a systematic review.

Ongoing

… … … … …

11 2008-12-04

Tsukuba, Japan

Approved revision of 19115 (Metadata content model)

The ongoing work on data quality should be taken into consideration when revising 19115-1.

In progress

… … … … …

8 2008-12-04

Tsukuba, Japan

Approved revision of 19119 (Services).

The revision should exclude services metadata (moves to19115-1)

In progress

Page 36: Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December

ISO/TC 211 Resolution 360

ISO/IEC Directives, Part 1, §2.2

ISO/IEC Directives, Part 1, §2.3

ISO/IEC Directives, Part 1, §2.4

ISO/IEC Directives, Part 1, §2.5

ISO/IEC Directives, Part 1, §2.6ISO/IEC Directives, Part 1, §2.7

ISO/IEC Directives, Part 1, §2.8

ISO: Project stagesPreliminary

00

Proposal10

Preparatory20

Review90

Committee30

Publication60

Approval50

Enquiry40

Withdrawal 95

Preliminary work item

New work item proposal

Working draft(s)

International Standard

Committee draft(s)

Draft Intl StandardFinal DIS

ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Draft NWIP NWIP

Page 37: Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December

ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Recommendations

• Example: Draft NWIP on Robotic Localization Service (n2907)

– Submitted by Object Management Group (OMG)– Comments

• Harmonize with 19130, 19141 and 19156 (US)• Harmonize terminology (US)• Exclude C++ code from the standard (US, FR)• Extend to more than robots (AU, FR)• Harmonize with OGC SWE, OGC routing, ISO LBS work

(FR)

Page 38: Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December

ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Recommendations

• Example: Draft NWIP on Robotic Localization Service (n2907)

• PMG Recommendation (Southampton, May 2009)– Address comments in the NWIP, especially regarding

harmonization– Remove ‘Robotic’ from the title, consider rename (because

‘localization’ on its own has other meanings)– Ensure harmonization with UBPA work– Scope should be achievable within ISO deadlines, keeping in

mind that this will be a first joint project– Draft document submitted together with NWIP should be in ISO

Format

Page 39: Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December

ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Recommendations

• Example: Systematic review

ISO 19114:2003 Geographic information – Quality evaluation procedures

Confirm = 13; Confirm & Correct = 1; Revise/Amend = 5 (AU, CA, CN, JP, NO); Withdraw = 2 (UK, DE); Abstain = 9

Comments:

Withdraw and replace with ISO 19157 (data quality).

Other comments suggest improvements

PMG Recommendation (Molde, May 2009)

Resolution: confirm ISO 19114 now and potentially withdraw ISO 19114 when ISO 19157 is published.

Page 40: Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December

ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Ad hoc issues

• Examples from previous meetings– Moving types from 19139 to 19103 – XML validation, compliance and conformance

testing– Separate data model and encoding– Codelist registry?– Inconsistency of EPSG codes

Page 41: Harmonization and consistency in ISO/TC 211 standards by Serena Coetzee Chair, ISO/TC 211 Programme Maintenance Group at the Tutorial held on 5 December

ISO/TC 211 Tutorial: Harmonization and consistency in ISO/TC 211 standards Serena Coetzee, 5 December 2010, Canberra, Australia

Guidelines

• Harmonization checklist