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Statistics New Zealand Classification Management System Andrew Hancock Statistics New Zealand Prepared for 2013 Meeting of the UN Expert Group on International Statistical Classifications Contents Overview History/Background of existing CARS System Reasons for Change Vision CMS Overview 2013 UN Expert Group Meeting Overview Statistics New Zealand currently undergoing 10 year programme of change (Statistics 2020) Programme will:

mitigate legacy computer systems transform the way statistics are delivered bring about efficiencies to systems Provides opportunity to rethink the way classifications are developed, maintained and disseminated 2013 UN Expert Group Meeting History/Background of CARS Classification and Related Standards (CARS) created in 1996 Is a respository of all classifications, concordances and coding indexes used in Statistics NZ Currently holds 4625 classifications, 5627 versions and 2218 concordances Provides common ways to update, access and use standard classifications data 2013 UN Expert Group Meeting

2013 UN Expert Group Meeting Reasons for change The rationale for moving to a new classification management system is due to: The need to mitigate a legacy system The need to move from a classification repository system to a full classification management system The need to reduce proliferation of like classifications and versions A desire to introduce a new approach to the management, storage and dissemination of classification related attributes and entities. 2013 UN Expert Group Meeting Vision Move to a concepts based system Allow greater relationships between attributes

Automated authorisation and dissemination processes Greater search and discovery Enable greater reuse and reduce duplication ie store once and use in multiple locations. 2013 UN Expert Group Meeting CMS Overview Proposed CMS model relates to other standards and models eg ISO/IEC 11179, Neuchatel, DDI, SDMX, SKOS, XKOS Being designed primarily to support classification management within a single organisation but planned for wider use across Official Statistical System Joint venture between Statistics New Zealand and Metadata Technology North America (MTNA) 2013 UN Expert Group Meeting Clarification of Terminology

Conceptual Model used for the purposes of communication (eg, GSIM) Platform and technology independent Implementation Model used to exchange and implement, but still platform-independent Uses a technology (eg, XML) Application model used inside of software and IT implementations Platform and technology specific CMS Components Core This portion of the model focuses on identification, versioning, and describing contexts within which classifications are used. Classification This package gives a general model for classifications in their generic sense, and then gives more specific extensions for formal statistical classifications and derived classifications. Coding This package describes the relationships needed for integration

with the SNZ coding system, and hold constructs such as synonyms, and synonym sets. Conceptual This is the place where the concepts and their uses are modelled, along with the model for categories (that is, units of meaning). Concordances This package describes all the relationships which can exist in concordances. 2013 UN Expert Group Meeting Classification Model Base classification diagram Standard classification diagram one that has been published Derived classification diagram Heavy reliance on the Neuchatel model Use also of SKOS Properties can be configured for any concept

class Classifications interface Core::VersionedObj ect skos:ConceptScheme Conceptual::CategorySet Classification 1..* {addOnly} +basis +/objectVersion interface Core::Obj ectVersion 1 +residuals

+child 0..* {basis semantically narrower} 1..* ClassificationVersion Lev el 1..* {based on Classification CategorySet} +child 0..* {category semantically

narrower or same} + allowParent: boolean Code codeValue: java.lang.String +parent 0..1 +category 1 Conceptual:: CategoryVersion +parent

0..1 +level 0..1 {CategoryVersion from CategorySet of Level} 1..* + 0..* A Code is derived from a Category for the purposes of inheriting and overriding its information. 2013 UN Expert Group Meeting

Concepts and Categories Direct use of SKOS Concept Note that a category is the use of a Concept (as in GSIM) This is a very high level of granularity This allows for very powerful navigation within and across data sets class Categories Core::PropertyDefinition ConceptualQuery +allowedProperty 0..* 0..1

+includedConcept skos:ConceptScheme CategorySet +baseConcept skos:hasTopConcept skos:Concept Concept 1 0..1 {frozen} {Although SKOS does not formally enforce this, the CMS will require the Categories within a CategorySet

be narrower Categories of the baseConcept.} Core::Version +/version CategoryVersion 1 +/objectVersion usageOf Category 1..*

0..* Core::PropertyValue interface Core:: VersionedObj ect interface Core:: Obj ectVersion 2013 UN Expert Group Meeting Concordance Model Based heavily on Neuchatel Modelled to allow addition of functions (merge, split, etc.) needed to maintain classifications Example of Merge is shown

All functions extend abstract CodeMap class class Concordance +source interface Core:: VersionedObj ect Concordance 0..* 1 +target 0..* 1 1

{version of Concordance source} +/objectVersion 1..* interface Core::Obj ectVersion ConcordanceVersion Classification:: Classification 0..* +source Classification:: ClassificationVersion

+target 0..* interface Core:: IdentifiedObj ect CodeMap 1 {version of Concordance target} 0..* {from source ClassificationVersion} +source +target

0..* {from target ClassificationVersion} Classification::Code class Merger CodeMap Merger +/source 2..* +/target 1 Classification::Code Conclusions

A new classification management system, and not merely a repository The model is designed to be flexible and extensible Builds on many of the best features of other models and standards Associates concepts and other types of relationships between classifications 2013 UN Expert Group Meeting Statistics New Zealand Classification Management System Andrew Hancock Statistics New Zealand Prepared for 2013 Meeting of the UN Expert Group on International Statistical Classifications

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