UN/CEFACT TMG UCM Project Draft version 0.2 Requirements for Unified Context Methodology (UCM) Specification 1. Objectives (from the project proposal) 1.1 Purpose Context, as a key driver to precisely determine business meaning and intent of information definition and exchange, requires a formal structure and methodology. Although context has been identified as a key component of the UN/CEFACT standard, a formal mechanism for defining and using context has not been in place. With an increasing maturity of a number of standards (CCTS, CCMA, UMM, etc.) that all have strong needs to define and use context, now is the time to form a project to tackle this problem. The purpose of this project is to develop a methodology and technical specification for developing, registering, and using context drivers as part and for the application of a number of UN/CEFACT standard artefacts, such as Business Data Type, Business Information Entity, Business Message, Business Area, Business Process Models etc. This project will start from the current context mechanism described in the Core Components Technical Specification (CCTS). This project will be a joint effort between TMG, TBG, and ICG. It will be, however, led and managed by TMG with participation from TBG and ICG members, as context methodology will impact a number of standards artifacts being developed under UN/CEFACT. 1.2 Scope The specification will provide a methodology for assigning context to business information using a number of defined context drivers by advancing the context driver mechanism of the CCTS. The specification will take into account the ongoing work within TMG (UMM collaboration models), ICG (Registry Implementation Specification) and within TBG (Common Business Process Catalogue). The methodology will also include a recommendation for the code lists that can be used to represent context drivers and a proposal of how to maintain these code lists. The proposed steps to develop the draft specification are as follows: 1. Review and evaluate current UN/CEFACT standards that are related to and potentially impacted by the context methodology; 2. Develop a context framework meta-model and a context methodology for the implementation of the meta-model; 3. For each area (category) of the context meta-model, develop a taxonomy that can be used to populate the eventual context driver value instance. Existing taxonomies it shall be used. 4. Collaborate with TBG in developing business process related context model and examples; 5. Collaborate with ICG in registry meta-model and implementation; 6. Develop first complete draft for review; Feb. 26 2007 Page 1/3 UN/CEFACT TMG UCM Project Draft version 0.2 2. Requirements Req. # 1.0 Description It shall define Context concepts and their representation(s) as they applies to CCTS, and a methodology for managing contextual refinements (customizations, extensions, restrictions, etc.) to core components and related information modeling artifacts 2.0 It shall include sections covering goals, (sample) use cases, dictionary of terms, implementation recommendations and guidelines etc. in addition to a typical standard specification document. 3.0 It shall include a meta-model, showing the Context concepts and their representation(s), including appropriate associations, properties, enumerations, and cardinalities, to reduce ambiguity and promote common understanding of the context model. 4.0 It shall define the scope of the CCTS related standards that can be contextually refined (e.g. BIE, ACC, BP, etc.) based on assessment of use cases. It shall be developed in phases, where phase one will focus on context to CCTS; phase two on context to message assembly, and phase three and beyond on context to business transactions and business process models etc. 5.0 It shall not preclude migration of existing CCTS contexts to UCM It shall specify a migration path from previous methodology 6.0 It shall support assembly of business information entities and schemas using elements from multiple contexts 7.0 It shall include a mechanism to organize or classify contexts into categories (e.g. geopolitical region, industry) through taxonomy, ontology, folksonomy (tagging), or other means, to (for example) promote and facilitate reuse of components, and to enable context-driven message assembly 8.0 It shall support context-driven assembly of business information entities using context, by choosing between contexts that specify refinements to included elements in each applicable category (i.e. context drivers, possibly using categories or other organization mechanism), i.e. context values from multiple categories and mixed levels of the hierarchies shall be allowed to form a composite context driver for a given assembly of a business information entities. 9.0 It shall provide a mechanism for specifying and applying contextual refinements to supported artifacts at design time, as Feb. 26 2007 Comments Page 2/3 UN/CEFACT TMG UCM Project Draft version 0.2 well as for using context to facilitate and/or simplify validation at run time. 10.0 It shall define an extension and maintenance method for the context model, to allow additional information pertaining to contexts and related artifacts to be included 11.0 It shall allow and facilitate governance and harmonization of contexts and related artifacts Control changes based on an (externally defined) authority model and process Allow management of lifecycle-related compatibility problems (e.g. determination of dependencies, facilitation of model merges) Registry of context models and relative to other UN/CEFACT standards 12.0 It shall structure the methodology and specifications to minimize dependencies on specific implementation technologies and other specifications It shall build upon and form a cohesive approach with CCTS, CCMA, and BPWG, but should be as loosely coupled as possible, see requirements #4 for the phased approach. It shall provide minimal implementation guidance in order to further understanding, not to prescribe a solution (e.g. use of namespaces, packages, and similar mechanisms, if appropriate) It shall specify “what” aspects and facilities comprise the methodology, not “how” they should be implemented 13.0 It shall support context-driven assembly of business transactions to create business collaborations using context, by choosing between contexts that specify refinements to included elements in each applicable category (i.e. context drivers, possibly using categories or other organization mechanism) Feb. 26 2007 Page 3/3