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Methods and Tools for Management Information Systems Lecture 6 18. Januar 2010 Otto-von-Guericke-Universit¨ at Magdeburg Arbeitsgruppe Wirtschaftsinformatik - Managementinformationssysteme - Dipl.-Kfm. Henner Graubitz Slide 1 O T T O - V O N - G U E R IC K E -U NIV E R SIT Ä T M A G D E B U R G

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Page 1: Methods and Tools for Management Information Systemsbauhaus.cs.uni-magdeburg.de:8080/miscms.nsf/63EE6E09B11B037… · Methods and Tools for Management Information Systems Lecture

Methods and Tools for Management InformationSystems

Lecture 6

18. Januar 2010

Otto-von-Guericke-Universitat MagdeburgArbeitsgruppe Wirtschaftsinformatik - Managementinformationssysteme - Dipl.-Kfm. Henner Graubitz

Slide 1

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Topic Maps

ISO standard for an implementation-independentrepresentation of knowledge about ressources, their subjectsand interrelationships

Topic maps consist of topics (concepts), associations(relationships) and occurrences (relevant informationresources)

As opposed to RDF that aims at machine-processablemetadata, topic maps are used to structure knowledge forhuman readers, with an emphasis on the findability ofinformation

Otto-von-Guericke-Universitat MagdeburgArbeitsgruppe Wirtschaftsinformatik - Managementinformationssysteme - Dipl.-Kfm. Henner Graubitz

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Provide powerful new ways of navigating large andinterconnected information sources (“the GPS of theinformation universe”)

Stem from glossaries, classification systems and thesauri, butprovide more expressiveness

Can be used to develop ontologies which may be even mappedto RDF, but are not part of the Semantic Web effort of theW3C

Otto-von-Guericke-Universitat MagdeburgArbeitsgruppe Wirtschaftsinformatik - Managementinformationssysteme - Dipl.-Kfm. Henner Graubitz

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Fundamental concepts:

Topic ⇒ Fundamental entity in the context of the modeled knowledgedomain

Topic Name ⇒ Topic identifier (Base Name, Display Name und Sort Name)

Topic Occurrence ⇒ Instances and roles (Occurrence Role Type)

Public SubjectDescriptor

⇒ Unique topic descriptor

Associations ⇒ Relationships between topics and their roles (association role)

Otto-von-Guericke-Universitat MagdeburgArbeitsgruppe Wirtschaftsinformatik - Managementinformationssysteme - Dipl.-Kfm. Henner Graubitz

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Fundamental concepts (cont’d):

Scope ⇒ Specifies the extent of the validity

Facet ⇒ Attribute-value-pair that describes a topic in more detail

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AuthorAuthorship

Homepage

Person

Publication

PublishingStandard

Standards body

Tim Bray

World Wide Web Consortium

XML Recommendation

PublisherWork

Otto-von-Guericke-Universitat MagdeburgArbeitsgruppe Wirtschaftsinformatik - Managementinformationssysteme - Dipl.-Kfm. Henner Graubitz

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AuthorAuthorship

Homepage

Person

Publication

PublishingStandard

Standards body

Tim Bray

World Wide Web Consortium

XML Recommendation

PublisherWork

instance−of

instance−of

instance−of

Otto-von-Guericke-Universitat MagdeburgArbeitsgruppe Wirtschaftsinformatik - Managementinformationssysteme - Dipl.-Kfm. Henner Graubitz

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AuthorAuthorship

Homepage

Person

Publication

PublishingStandard

Standards body

Tim Bray

World Wide Web Consortium

XML Recommendation

Role: workRole: author

is−author−of

PublisherWork

instance−of

instance−of

instance−of

Otto-von-Guericke-Universitat MagdeburgArbeitsgruppe Wirtschaftsinformatik - Managementinformationssysteme - Dipl.-Kfm. Henner Graubitz

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AuthorAuthorship

Homepage

Person

Publication

PublishingStandard

Standards body

Tim Bray

World Wide Web Consortium

XML Recommendation

PublisherWork

published−byRole: publication

Role: publisher

instance−of

instance−of

instance−of

Otto-von-Guericke-Universitat MagdeburgArbeitsgruppe Wirtschaftsinformatik - Managementinformationssysteme - Dipl.-Kfm. Henner Graubitz

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AuthorAuthorship

Homepage

Person

Publication

PublishingStandard

Standards body

Tim Bray

World Wide Web Consortium

XML Recommendation

PublisherWork

URI

instance−of

occurrence

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AuthorAuthorship

Homepage

Person

Publication

PublishingStandard

Standards body

Tim Bray

World Wide Web Consortium

XML Recommendation

PublisherWork

Published by

scope

Publications

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AuthorAuthorship

Homepage

Person

Publication

PublishingStandard

Standards body

Tim Bray

World Wide Web Consortium

XML Recommendation

PublisherWork

PublicationsPublished by

scope

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AuthorAuthorship

Homepage

Person

Publication

PublishingStandard

Standards body

Tim Bray

World Wide Web Consortium

XML Recommendation

PublisherWork

scope AuthoredAuthor

Otto-von-Guericke-Universitat MagdeburgArbeitsgruppe Wirtschaftsinformatik - Managementinformationssysteme - Dipl.-Kfm. Henner Graubitz

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AuthorAuthorship

Homepage

Person

Publication

PublishingStandard

Standards body

Tim Bray

World Wide Web Consortium

XML Recommendation

PublisherWork

Author

scope

Authored

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XML Topic Maps (XTM)

Abstract model and XML grammar for the exchange ofWeb-based topic maps created by the TopicMaps.OrgAuthoring Group (2001)

XTM specification is based on the following standards:

XML 1.0 (http://www.w3.org/TR/REC-xml)XLink 1.0 (http://www.w3.org/TR/xlink)XML Base (http://www.w3.org/TR/xmlbase)IETF URI specification (RFC 2396, as updated by RFC 2732)

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Design goals:

Ease of useSupport for a wide range of applicationsStandards compatibleIdeally no optional featuresShort and concise specificationXTM documents shall be easy to create, read and understand

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XTM Specification Overview: Concepts

Topics

Subject ⇒ Reification ⇒ Topic“[...] a subject is anything whatsoever, regardless of whether itexists or has any other specific characteristics, about whichanything whatsoever may be asserted by any meanswhatsoever.”Subject IdentitySubject IndicatorTopic Characteristics (Name, Occurrence, Role)Scope

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Name

Base NameVariant Name ⇒ Display or Sort NameParameters ⇒ Processing context for variant names

Occurrence

Association

MemberRoleClass-InstanceSuperclass-Subclass

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Topic Map

Topic Map NodeConsistent Topic Map⇒ Exactly one topic per subject⇒ No further opportunities for merging or duplicatesuppressionTopic Map DocumentXTM Document

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XTM Specification Overview: Published Subjects

XTM Mandatory Published Subject Indicators

topicassociationoccurrenceclass-instance relationshipclassinstancesuperclass-subclass relationshipsuperclasssubclasssuitability for sortingsuitability for display

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XTM Specification Overview: Merging

Two cases:1 Merging two topics:

Union of the characteristics of the original topics, i. e., anyduplicates are removed

2 Merging two topic maps:

Any topics determined to have the same subject are mergedAny duplicate associations are removed

Two topics have the same subject if:

they have one or more subject indicators in common,they reify the same addressable subject, orthey have the same base name in the same scope

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XTM Syntax Overview:

topicRef: Reference to a Topic elementsubjectIndicatorRef: Reference to a Subject Indicatorscope: Reference to Topic(s) that comprise the ScopeinstanceOf: Points to a Topic representing a classtopicMap: Topic Map document elementtopic: Topic elementsubjectIdentity: Subject reified by TopicbaseName: Base Name of a TopicbaseNameString: Base Name String containervariant: Alternate forms of Base NamevariantName: Container for Variant Nameparameters: Processing context for Variant

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XTM Syntax Overview (cont’d):

association: Topic Associationmember: Member in Topic AssociationroleSpec: Points to a Topic serving as an Association Roleoccurrence: Resources regarded as an OccurrenceresourceRef: Reference to a ResourceresourceData: Container for Resource datamergeMap: Merge with another Topic Map

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topicRef

Synopsis:The <topicRef> element provides a URI reference to a topic.The target of a <topicRef> link must resolve to a <topic>element child of a <topicMap> document that conforms tothis XTM specification. The target <topic> need not be inthe document entity of origin.

Content Model:

<!ELEMENT topicRef EMPTY>

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Attributes:

<!ATTLIST topicRef

id ID #IMPLIED

xlink:type NMTOKEN #FIXED ’simple’

xlink:href CDATA #REQUIRED>

Example:

<topicRef

xlink:href="http://www.topicmaps.org/xtm/1.0/language.xtm#en"/>

<topicRef xlink:href="#play"/>

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subjectIndicatorRef

Synopsis:The <subjectIndicatorRef> element provides a URIreference to a resource that acts as a subject indicator.

Content Model:

<!ELEMENT subjectIndicatorRef EMPTY>

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Attributes:

<!ATTLIST subjectIndicatorRef

id ID #IMPLIED

xlink:type NMTOKEN #FIXED ’simple’

xlink:href CDATA #REQUIRED>

Example:

<subjectIndicatorRef

xlink:href="http://www.topicmaps.org/xtm/1.0/language.xtm#en"/>

<subjectIndicatorRef

xlink:href="http://www.shakespeare.org/plays.html#hamlet"/>

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scope

Synopsis:The <scope> element consists of one or more <topicRef>,<resourceRef>, or <subjectIndicatorRef> elements. Theunion of the subjects corresponding to these elementsspecifies the context in which the assignment of the topiccharacteristic is considered to be valid.

Content Model:

<!ELEMENT scope (topicRef | resourceRef | subjectIndicatorRef)+>

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Attributes:

<!ATTLIST scope

id ID #IMPLIED>

Example:

<scope>

<subjectIndicatorRef

xlink:href="http://www.topicmaps.org/xtm/1.0/language.xtm#en"/>

</scope>

<scope>

<topicRef xlink:href="#tragedy"/>

<topicRef xlink:href="#theatre"/>

</scope>

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instanceOf

Synopsis:The <instanceOf> element specifies the class to which itsparent belongs, via a <topicRef> or<subjectIndicatorRef> child element.

Content Model:

<!ELEMENT instanceOf (topicRef | subjectIndicatorRef) >

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Attributes:

<!ATTLIST instanceOfid ID #IMPLIED>

Example:

<topic id="hamlet"><instanceOf><subjectIndicatorRef

xlink:href="http://www.shakespeare.org/plays.html"/></instanceOf>

</topic>

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topicMap

Synopsis:The <topicMap> element is the parent of all <topic>,<association>, and <mergeMap> elements in the topic mapdocument.

Content Model:

<!ELEMENT topicMap(topic | association | mergeMap)*>

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Attributes:

<!ATTLIST topicMap

id ID #IMPLIED

xmlns CDATA #FIXED ’http://www.topicmaps.org/xtm/1.0/’

xmlns:xlink CDATA #FIXED ’http://www.w3.org/1999/xlink’

xml:base CDATA #IMPLIED>

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Example:

<?xml version="1.0"?>

<!DOCTYPE topicMap

PUBLIC "-//TopicMaps.Org//DTD XML Topic Map (XTM) 1.0//EN"

"file://usr/local/home/gromit/xml/xtm/xtm1.dtd">

<topicMap xmlns=’http://www.topicmaps.org/xtm/1.0/’

xmlns:xlink=’http://www.w3.org/1999/xlink’

xml:base=’http://www.shakespeare.org/hamlet/’>

<!-- topics, associations, and merge map directives go here -->

</topicMap>

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topic

Synopsis:The <topic> element specifies the name and occurrencecharacteristics of a single topic.

Content Model:

<!ELEMENT topic

(instanceOf*, subjectIdentity?, (baseName | occurrence)*)>

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Attributes:

<!ATTLIST topic

id ID #REQUIRED>

Example:

<topic id="hamlet">

<instanceOf>

<topicRef xlink:href="#play"/>

</instanceOf>

<!-- base names and occurrences go here -->

</topic>

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subjectIdentity

Synopsis:The <subjectIdentity> element specifies the subject that isreified by a topic, via <resourceRef>,<subjectIndicatorRef>, and/or <topicRef> childelements.

Content Model:

<!ELEMENT subjectIdentity(resourceRef?, (topicRef | subjectIndicatorRef)*)>

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Attributes:

<!ATTLIST subjectIdentityid ID #IMPLIED>

Example:

<topic id="dk"><subjectIdentity><subjectIndicatorRef

xlink:href="http://www.topicmaps.org/xtm/1.0/country.xtm#dk"/></subjectIdentity>

</topic>

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baseName

Synopsis:The <baseName> element specifies a topic name in form of a<baseNameString> child element.

Content Model:

<!ELEMENT baseName (scope?, baseNameString, variant*)>

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Attributes:

<!ATTLIST baseNameid ID #IMPLIED>

Example:

<topic id="shakespeare"><baseName><baseNameString>William Shakespeare</baseNameString>

</baseName></topic>

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baseNameString

Synopsis:The <baseNameString> element is a string that representsthe base name of its ancestor <topic> parent.

Content Model:

<!ELEMENT baseNameString (#PCDATA)>

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Attributes:

<!ATTLIST baseNameString

id ID #IMPLIED>

Example:

<topic id="written-by">

<baseName>

<baseNameString>written by</baseNameString>

</baseName>

<baseName>

<scope><topicRef xlink:href="#author"/></scope>

<baseNameString>author of</baseNameString>

</baseName>

</topic>

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variant

Synopsis:The <variant> element is an alternate form of a topic’s basename appropriate for a processing context specified by thevariant’s <parameters> child element. Among these contextsmay be sorting and display.

Content Model:

<!ELEMENT variant(parameters, variantName?, variant*)>

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Attributes:

<!ATTLIST variantid ID #IMPLIED>

Example:

<topic id="shakespeare">

<baseName>

<baseNameString>William Shakespeare</baseNameString>

<!-- form for sorting (sort name) -->

<variant>

<parameters><topicRef xlink:href="#sort"/></parameters>

<variantName>

<resourceData>shakespeare,william</resourceData>

</variantName></variant></baseName></topic>

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variantName

Synopsis:The <variantName> element provides the resource to be usedas a variant of a base name.

Content Model:

<!ELEMENT variantName (resourceRef | resourceData)>

Attributes:

<!ATTLIST variantName id ID #IMPLIED>

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parameters

Synopsis:The <parameters> element consists of one or more<topicRef> or <subjectIndicatorRef> elements. Theunion of the subjects corresponding to these elements specifiesan additional processing context in which variant names in thevariant’s subtree are considered to be appropriate.

Content Model:

<!ELEMENT parameters(topicRef | subjectIndicatorRef)+>

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Attributes:

<!ATTLIST parameters

id ID #IMPLIED>

Example:

<topic id="shakespeare">

<baseName>

<baseNameString>William Shakespeare</baseNameString>

<!-- form for sorting (sort name) -->

<variant>

<parameters><topicRef xlink:href="#sort"/></parameters>

<variantName>

<resourceData>shakespeare,william</resourceData>

</variantName></variant></baseName></topic>

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association

Synopsis:The <association> element asserts a relationship amongtopics that play roles as members of the association.

Content Model:

<!ELEMENT association(instanceOf?, scope?, member+)>

Attributes:

<!ATTLIST association id ID #IMPLIED>

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Example:

<association id="will-wrote-hamlet">

<instanceOf>

<topicRef xlink:href="#written-by"/>

</instanceOf>

<member>

<roleSpec>

<topicRef xlink:href="#author"/></roleSpec>

<topicRef xlink:href="#shakespeare"/>

</member>

<member>

<roleSpec>

<topicRef xlink:href="#work"/></roleSpec>

<topicRef xlink:href="#hamlet"/>

</member>

</association>

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member

Synopsis:The <member> element specifies all topics that play a givenrole in an association. The <roleSpec> element specifies therole played by these topics.

Content Model:

<!ELEMENT member

(roleSpec?, (topicRef | resourceRef | subjectIndicatorRef)+)>

Attributes:

<!ATTLIST member id ID #IMPLIED>

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roleSpec

Synopsis:The <roleSpec> element specifies the role played by amember in an association.

Content Model:

<!ELEMENT roleSpec (topicRef | subjectIndicatorRef)>

Attributes:

<!ATTLIST roleSpecid ID #IMPLIED>

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occurrence

Synopsis:The <occurrence> element specifies a resource supplyinginformation relevant to a topic.

Content Model:

<!ELEMENT occurrence

(instanceOf?, scope?, (resourceRef | resourceData))>

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Attributes:

<!ATTLIST occurrence

id ID #IMPLIED>

Example:

<topic id="hamlet">

<occurrence id="hamlet-in-xml">

<instanceOf>

<topicRef xlink:href="#xml-version"/>

</instanceOf>

<resourceRef

xlink:href="http://www.uwaterloo.ca/relander/XML/hamlet.xml"/>

</occurrence>

</topic>

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resourceRef

Synopsis:The <resourceRef> element provides a URI reference to aresource:

1 as occurrences of topics (in <occurrence> elements)2 as addressable subjects (in <member>, <mergeMap>, <scope>,

and <subjectIdentity> elements)3 as variant names of topics (in <variantName> elements)

Content Model:

<!ELEMENT resourceRef EMPTY>

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Attributes:

<!ATTLIST resourceRef

id ID #IMPLIED

xlink:type NMTOKEN #FIXED ’simple’

xlink:href CDATA #REQUIRED>

Example:

<occurrence id="hamlet-in-xml">

<instanceOf>

<topicRef xlink:href="#xml-version"/>

</instanceOf>

<resourceRef

xlink:href="http://www.uwaterloo.ca/relander/XML/hamlet.xml"/>

</occurrence>

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resourceData

Synopsis:The <resourceData> element contains information in theform of character data that may be

1 an occurrence of a topic, or2 a variant form of a base name.

Content Model:

<!ELEMENT resourceData (#PCDATA)>

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Attributes:

<!ATTLIST resourceData id ID #IMPLIED>

Example:

<topic id="hamlet">

<occurrence>

<instanceOf>

<topicRef xlink:href="#date-of-composition"/>

</instanceOf>

<resourceData>1600-01</resourceData>

</occurrence>

</topic>

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mergeMap

Synopsis:A <mergeMap> element references an external <topicMap>element through an xlink:href attribute containing a URI.It is a directive to merge the containing topic map and thereferenced topic map.

Content Model:

<!ELEMENT mergeMap (topicRef | resourceRef | subjectIndicatorRef)*>

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Attributes:

<!ATTLIST mergeMap

id ID #IMPLIED

xlink:type NMTOKEN #FIXED ’simple’

xlink:href CDATA #REQUIRED>

Example:

<mergeMap xlink:href="http://www.shakespeare.org/plays.xtm">

<topicRef xlink:href="#shakespeare"/>

<topicRef xlink:href="#drama"/>

</mergeMap>

<mergeMap xlink:href="http://www.shakespeare.org/biography.xtm">

<resourceRef

xlink:href="http://www.shakespeare.org/biography.xtm"/>

</mergeMap>

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instance−of

instance−of

instance−of

published−byRole: publication

Role: publisher

instance−of

instance−of

instance−of

Publishing

Role: workRole: author

is−author−of

instance−of

instance−of

instance−ofURI

instance−of

occurrence

Author

scope

Authoredscope AuthoredAuthor

PublicationsPublished by

scope

Published by

scope

Publications

AuthorAuthorship

Homepage

Person

Publication

PublishingStandard

Standards body

Tim Bray

World Wide Web Consortium

XML Recommendation

PublisherWork

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<?xml version="1.0" encoding="UTF-8"?>

<!DOCTYPE topicMap PUBLIC

"-//TopicMaps.Org//DTD XML Topic Map (XTM) 1.0//EN"

"http://www.topicmaps.org/xtm/1.0/xtm1.dtd">

<topicMap xmlns="http://www.topicmaps.org/xtm/1.0/"

xmlns:xlink="http://www.w3.org/1999/xlink">

<topic id="person">

<baseName>

<baseNameString>Person</baseNameString>

</baseName>

</topic>

<topic id="standards-body">

<baseName>

<baseNameString>Standards body</baseNameString>

</baseName>

</topic>

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<topic id="standard">

<baseName>

<baseNameString>Standard</baseNameString>

</baseName>

</topic>

<topic id="xml-rec">

<instanceOf>

<topicRef xlink:href="#standard"/>

</instanceOf>

<baseName>

<baseNameString>

The XML Recommendation

</baseNameString>

</baseName>

</topic>

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<topic id="tim-bray">

<instanceOf>

<topicRef xlink:href="#person"/>

</instanceOf>

<baseName>

<baseNameString>Tim Bray</baseNameString>

</baseName>

</topic>

<topic id="homepage">

<baseName>

<baseNameString>Homepage</baseNameString>

</baseName>

</topic>

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<topic id="w3c">

<instanceOf>

<topicRef xlink:href="#standards-body"/>

</instanceOf>

<baseName>

<baseNameString>

World Wide Web Consortium

</baseNameString>

</baseName>

<occurrence>

<instanceOf>

<topicRef xlink:href="#homepage"/>

</instanceOf>

<resourceRef xlink:href="http://www.w3.org"/>

</occurrence>

</topic>

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<topic id="authorship">

<baseName>

<baseNameString>Authorship</baseNameString>

</baseName>

<baseName>

<scope><topicRef xlink:href="#work"/></scope>

<baseNameString>Author</baseNameString>

</baseName>

<baseName>

<scope><topicRef xlink:href="#author"/></scope>

<baseNameString>Authored</baseNameString>

</baseName>

</topic>

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<topic id="author">

<baseName>

<baseNameString>Author</baseNameString>

</baseName>

</topic>

<topic id="work">

<baseName>

<baseNameString>Work</baseNameString>

</baseName>

</topic>

<association>

<instanceOf>

<topicRef xlink:href="#authorship"/>

</instanceOf>

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<member>

<roleSpec>

<topicRef xlink:href="#author"/>

</roleSpec>

<topicRef xlink:href="#tim-bray"/>

</member>

<member>

<roleSpec>

<topicRef xlink:href="#work"/>

</roleSpec>

<topicRef xlink:href="#xml-rec"/>

</member>

</association>

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<topic id="publishing">

<baseName>

<baseNameString>Publishing</baseNameString>

</baseName>

<baseName>

<scope><topicRef xlink:href="#publisher"/></scope>

<baseNameString>Publications</baseNameString>

</baseName>

<baseName>

<scope><topicRef xlink:href="#publication"/></scope>

<baseNameString>Published by</baseNameString>

</baseName>

</topic>

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<topic id="publisher">

<baseName>

<baseNameString>Publisher</baseNameString>

</baseName>

</topic>

<topic id="publication">

<baseName>

<baseNameString>Publication</baseNameString>

</baseName>

</topic>

<association>

<instanceOf>

<topicRef xlink:href="#publishing"/>

</instanceOf>

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<member>

<roleSpec>

<topicRef xlink:href="#publication"/>

</roleSpec>

<topicRef xlink:href="#xml-rec"/>

</member>

<member>

<roleSpec>

<topicRef xlink:href="#publisher"/>

</roleSpec>

<topicRef xlink:href="#w3c"/>

</member>

</association>

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<topic id="publishing">

<baseName>

<baseNameString>Publishing</baseNameString>

</baseName>

</topic>

</topicMap>

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Classification

Process of assigning objects to categories or classes based oncommon properties, where the objects to be classified can beof any nature, e. g.:

Library classificationScientific classification of organismsMedical classification like ICD

Application of a classification system on a set of objects

Assignment may be done manually (categorizing, sorting,indexing) or automatically (machine learning ⇒ supervisedlearning)

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Representation in form of a decision tree, decision table,decision list, or as a set of decision rules

Advantage is the assignment of an object to exactly one class(depending on the level chosen in the hierarchy and themethod used)

Drawbacks are the potential information loss and the strictlyhierarchical structure of classifications

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Systematics

Ordered representation of classes, categories or other conceptsaccording to a specific taxonomic scheme

Synonym for classification system and taxonomy

Classes are usually derived by the process of classification

Frequently hierarchical in structure based on commonproperties but may also refer to relationship schemes otherthan hierarchies, such as network structures

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Slightly less broad than ontologies

Distinction of classification systems with respect to theresulting structure:

1 Mono hierarchy:

strong hierarchy or hierarchy with single inheritanceeach class has exactly one super classtree structure

2 Poly hierarchy:

weak hierarchy or hierarchy with multiple inheritancea class may have more than one super classacyclic graph structure

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Distinction of classification systems with respect tocoordination

1 Analytical classification

based on pre-coordination

from the general case to the specific case

2 Synthetical classification

based on post-coordination

from the specific case to the general case

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Thesaurus

Systematically ordered, networked collection of terms(controlled vocabulary ⇒ list of terms with an unambiguous,non-redundant definition that have been enumeratedexplicitly), connected via associative and parent-childrelationships

Organized in a poly hierarchy (in general), i. e., multiplebroader terms may be assigned to a single narrower term

Used to describe/represent topics, for subject indexing and/ordocument retrieval

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Authoritative definition (for information and documentationpurposes, freely translated from DIN 1463, part 1):

A thesaurus is an ordered collection of terms andtheir notations (in natural language), which are usedin documentation projects to index, store andretrieve documents.

International standards:

ISO2788 ⇒ for monolingual thesauriISO5964 ⇒ for multilingual thesauri

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A thesaurus is characterized as follows:(a) mutual relation of terms and their notations is

non-ambiguously (terminological control):

synonyms are captured as completely as possible

homonyms und polysems are indicated particularly

for each term a prefered notation is determined that acts as anon-ambiguous proxy

(b) named representation of associative relationships betweenterms

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Fundamental concepts:

Antonyms: terms with opposite meaningSynonyms: different terms with the same meaning

Homonyms: equal terms with different meaningPolysems: equally spelled terms with different meaning and

pronunciationDocumentation language: Set of phrases to describe documents applied

according to specific rules for the purpose of storage andretrieval

Descriptor: prefered notation permitted to be used for indexingNon-descriptor: notation not permitted to be used for indexing (and

marked accordingly) to support the search for descriptorsVocabulary: set of descriptors in a documentation language

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Pre-coordination: descriptors that represent combinations ofnotations permitted

Post-coordination: representation of combinations of notations bymultiple descriptors which are combined for retrieval

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Types of relationships:

1 Hierarchy relation ⇒ generalization/specialization between twoterms

1 Abstraction (generic relation): inferior term has the same setof attributes as the superior term, plus at least one specifyingattribute⇒ the concept represented by the superior term has lessattributes (content definition)⇒ the coverage of the concept represented by the superiorterm is greater, i. e., it comprises more objects (scaledefinition)

2 Partitive relation: superior (broader) term represents the wholesubject, inferior (narrower) term refers to a part of the subject

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2 Equivalence relation: terms refer to the same concept, i. e.,they have equal meaning:

different spelling(quasi) synonymsabbreviationstranslations

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3 Associative relation: important relation that is neither hierarchical noreqivalent, and facilitates indexing and/or retrieval

Relation between determination term and specifying term, e. g.pet – pet foodLogical equivalence, i. e., terms have the same superior conceptor common properties, e. g. diesel engine – petrol enginespatial or ontological co-subordination, i. e., concepts are partof the same superior concept, e. g. Hessen – Rheinland-PfalzAntonyms, terms represent the opposite with respect to theconcept expressed, e. g. heat – coldSuccession relation, one term succeeds the otherchronologically, e. g. father – son

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Affinity, i. e., terms that belong to different categories areconnceted via a functional or causal relation, e. g. book –reading

. . .

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Support the search for adequate notations for the purpose ofindexing

Support the retrieval of documents by enriching the originalquery using synonyms, inferior terms, etc.

Special types of thesauri:

Dictionaries⇒ consist of the vocabulary of an entire (natural) languageLinguistical thesauri or or dictionary of synonyms⇒ lecically/semantically organized reference book in whichterms with similar or equal meaning are connected

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Catalogue

Directory of objects built according to a specific principle oforder (alphabetical, indexed terms, etc.)

Provide an overview of collections of objects (books,paintings, etc.)

Web portals

Data Dictionary

. . .

Otto-von-Guericke-Universitat MagdeburgArbeitsgruppe Wirtschaftsinformatik - Managementinformationssysteme - Dipl.-Kfm. Henner Graubitz

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