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The Graph-Theoretic Library
and The Role of Conceptual Data Modeling in
        Cultural Heritage Institutions
Ethnomathematics



1991




         2002




1981
Ethnomathematics



1991




         2002




1981
Ethnomathematics



1991




         2002




1981
Ethnomathematics
Ethnomathematics is the study of the mathematical practices of
specific cultural groups in the course of dealing with their
environmental problems and activities
 • The prefix “ethno” refers to identifiable cultural groups, such as
   national-tribal societies, labor groups, children of a certain age
   bracket, professional classes, etc. and includes their ideologies,
   language, daily practices, and their specific ways of reasoning and
   inferring.
 • “Mathema” here means to explain, understand and manage reality
   specifically by ciphering, counting, measuring, classifying, ordering,
   inferring and modeling patterns arising in the environment.
 • The suffix “tics” means art or technique.
Apprehending Versailles
Apprehending Versailles
Apprehending Versailles
Apprehending Versailles
Apprehending Versailles
Apprehending Versailles
Apprehending Versailles
Apprehending Versailles
Representing Versailles

A Simplifying Abstraction: From Versailles to
the Versailles Map of Creative Expressions
•   You want to create multimedia records of your
    experience of Versailles by identifying various
    locations within the gardens, and creating and/or
    collecting still and motion images of that point plus
    the texts, musical performances, etc. that are evoked
    by that point.

•   How do you organize these collected resources?
Representing Versailles

A Simplifying Abstraction: From Versailles to
the Versailles Map of Creative Expressions
Representing Versailles
A Simplifying Abstraction: From Versailles to
the Versailles Map of Creative Expressions
                                                                                                                     The Estate of Versailles
                                                                                                                                                                                                         Horse-drawn carriages
                                                                                                                                                                                                         From Tuesdays to Sundays
                                           i Information                                                                                                                                                 Telephone: 01 30 97 04 40
                                               School groups cloakroom                                                                                                                                   Fax: 01 30 97 04 44
                                               Telephone                                                                                                                                                 Mini-train
                                               Cafeteria, Restaurant                                                                                                                                     A mini-train runs every day
                                               Refreshments                                                                                                                                              to the Trianon except in
                                               Toilets                                                                                                                                                   exceptional circumstances.
                                               For disabled persons                                                                                                                                      Seats reserved for people
                                           P   Car parks                                                                                                                                                 with restricted mobility.
                                               Boat hire                                                                                                                                                 Duration: 15min.
                                               Bicycles                                                                                                                                                  Telephone: 01 39 54 22 00
                                               Ice creams                                                                                                                                                Fax: 01 39 55 07 25
                                               Souvenirs                                                                                                                                                 Electric cars
                                               Confectionery                                                                                                                                             Several visit circuits.
                                               Picnic area                                                                                                                                               Information: 01 39 66 97 66




                                           




                                                                                                                                                    P




                                                                                                                                                                                                             Arboretum
                                                                                                                                                                                                                    de Chèvreloup

                                                                                                                                          P

                                                                                                                                                                         

                                                                                                                                                     P
                                                                                                                                                                  i




                                                                                                                                P                                                            



                                                                                                                                                                                                                                       P

                                                                                                                                                                                        P
                                                                                                                                                                                                             ’ 
                                           Grille des Matelots
                                                             -
                                                             -
                                                             -                                                                                                                                                                         -
                                                                                                                                                                                                                                       -
                                                             -
                                                             -                                                                                                                                                                         -
                                                                                                                                                                                                                                       -
                                                                                                                                                                                                                                       -
                                                                                                                                                                                                                  Porte St-Antoine



                                                                                                                                                                                                         On foot
                                                                                                                1
                                                                                                                                                                                                         From the Palace of Versailles
                                                                                                                                                                                                         to the top of the Grand Canal
                                                                                                                                                                                                         (1 km) 15min. on foot
                                                                                                                            2

                                                                               3             4                                                                                                           From the Palace of Versailles
                                                                                                         5                                                                                               to the Trianon estate (1.5 km)
                                                                                                                       6
                                                                                                                                                                                                         25min. on foot

                                                                                                                                                                                                         From the Palace of Versailles
                                                                               7                                8
                                                                                                                                                                                                         to the end of the Grand Canal
                                                                                                 9                          10
                                                                                                                                                                                                         (3.5 km)
                                                                                                                                                                                                         60min. on foot



                                                                                                                                                                                                         The Garden and Groves
                                                                                                                                                                                                     1   Bassin d’Apollon
                                                                                                               11
                                                                                                                                                              Grille de la Reine




                                                                                                                                                         ---
                                                                                                                                                                                                     2   Bosquet de l’Encelade




                                                                                                                                                            --
                                                                                                                                13
                                                                                                                                                                                                     3   Jardin du Roi
                                                                                           12
                                                                                                                                                   G rille de Neptune                                4   Salle des Marronniers




                                                                                                                                              -
                                                                                                                                              -
                                                                                                                                              -
                                                                                                                                              -
                                                                                                                                              -
                                                                                                               14                                                                                    5   Bosquet de la Colonnade
                                                                                                                                                                                                     6   Bosquet des Dômes
                                                                                                                                      16
                                                                                                                                                                                                     7   Bassin du Miroir
                                                   15                              19                                                         18        17                                           8   Tapis vert
                                                                                             20                                  21                                                                  9   Bosquet de la Girandole
                                                                                                                                      22
                                                                                                                                                              Grille du Dragon                      10   Bosquet du Dauphin




                                                                                                                                                        -
                                                                                                                                                        -
                                                                                                                                                        -
                                                                                                                                                        -
                                                                                                                                                        -
                                                                                                                                                                                                    11   Bassin et parterre de Latone
                                                                                                                                                                           A 13
                                                                                                                                                                                                    12   Salle de Bal
                                                                                                                                                                                              13   Bosquet des Bains d’Apollon
                                                                                                                                                                                                    14   Parterre d’Eau




      Map      X      Y       Picture
                                                                                                                                                                                                    15   Pièce d’Eau des Suisses
                                                                                                                                                                                                    16   Bosquet des Trois Fontaines
                                                                                                                                                                                                    17   Bassin de Neptune




                                                                                                               -
                                                                                                               -
                                                                                                               -
                                                                                                               -
                                                                                                               -
                                            23                                                       P         Grille d’Honneur                                                                     18   Bassin du Dragon
                                                                                                                                                                                                    19   Orangerie
                                                                                                                     Grande Écurie                                                                  20   Parterre Sud
                                                                                                                                                                                     21   Parterre Nord



   PlanCB_07   85    354    IMG_1084.jpg
                                                                                                                                                                                         22   Bosquet de l’Arc de Triomphe
                                                                                                                           24
                                                                                                                                                                                                         In town
                                                                                                                                                                                                    23   King’s Kitchen Garden
                                                                                                     Bus 171
                                                                                                                                                                                                    24   Academy of
                                                                                                                                                                                                         Equestrian Arts
                                                                                                                                                             Versailles Rive Droite   SNCF
                                                                                                         25                                                                                              tel: 01 39 02 07 14




   PlanCB_07   64    310    IMG_1087.jpg                         Versailles Rive Gauche   RER C
                                                                                                                                                                                                    25   Tourist Office
                                                                                                                                                                                                         2 bis, avenue de Paris




                                                                                                                                                                                                                                           Conception Polymago. ©photos RMN.
                                                                                                                                                                                                         78000 Versailles
                                                                                                                                                                                                         tel: 01 39 24 88 88
                                                                                                                                                                                                    26   Baroque Music
                                                                                                                                                                                                         Centre
                                                                                                                                                                                                         (Hôtel des Menus Plaisirs)




       ...     ...    ...        ...                               Versailles Chantiers   SNCF
                                                                                                          26




                                                                                                                                                             A
                                                                                                                                                             13
Representing Versailles
A Simplifying Abstraction: From Versailles to
the Versailles Map of Creative Expressions
                                                                                                           The Estate of Versailles
                                                                                                                                                                                               Horse-drawn carriages
                                                                                                                                                                                               From Tuesdays to Sundays
                                 i Information                                                                                                                                                 Telephone: 01 30 97 04 40
                                     School groups cloakroom                                                                                                                                   Fax: 01 30 97 04 44
                                     Telephone                                                                                                                                                 Mini-train
                                     Cafeteria, Restaurant                                                                                                                                     A mini-train runs every day
                                     Refreshments                                                                                                                                              to the Trianon except in
                                     Toilets                                                                                                                                                   exceptional circumstances.
                                     For disabled persons                                                                                                                                      Seats reserved for people
                                 P   Car parks                                                                                                                                                 with restricted mobility.
                                     Boat hire                                                                                                                                                 Duration: 15min.
                                     Bicycles                                                                                                                                                  Telephone: 01 39 54 22 00
                                     Ice creams                                                                                                                                                Fax: 01 39 55 07 25
                                     Souvenirs                                                                                                                                                 Electric cars
                                     Confectionery                                                                                                                                             Several visit circuits.
                                     Picnic area                                                                                                                                               Information: 01 39 66 97 66




   But Wait: What if you want    




                                                                                                                                          P




    to better document or to                                                                



                                                                                                                                P



                                                                                                                                           P
                                                                                                                                                        i
                                                                                                                                                               
                                                                                                                                                                                                             Arboretum
                                                                                                                                                                                                          de Chèvreloup




    relate significant aspects                                                                                        P                                                            



                                                                                                                                                                                                                             P

                                                                                                                                                                              P
                                                                                                                                                                                                   ’ 
                                 Grille des Matelots
                                                   -
                                                   -
                                                   -                                                                                                                                                                         -
                                                                                                                                                                                                                             -
                                                   -
                                                   -                                                                                                                                                                         -
                                                                                                                                                                                                                             -
                                                                                                                                                                                                                             -
                                                                                                                                                                                                        Porte St-Antoine




   of the creative expressions
                                                                                                                                                                                               On foot
                                                                                                      1
                                                                                                                                                                                               From the Palace of Versailles
                                                                                                                                                                                               to the top of the Grand Canal
                                                                                                                                                                                               (1 km) 15min. on foot
                                                                                                                  2

                                                                     3             4                                                                                                           From the Palace of Versailles
                                                                                               5                                                                                               to the Trianon estate (1.5 km)
                                                                                                             6
                                                                                                                                                                                               25min. on foot

                                                                                                                                                                                               From the Palace of Versailles
                                                                     7                                8
                                                                                                                                                                                               to the end of the Grand Canal




     to one another, and not
                                                                                       9                          10
                                                                                                                                                                                               (3.5 km)
                                                                                                                                                                                               60min. on foot



                                                                                                                                                                                               The Garden and Groves
                                                                                                                                                                                           1   Bassin d’Apollon
                                                                                                     11
                                                                                                                                                    Grille de la Reine




                                                                                                                                               ---
                                                                                                                                                                                           2   Bosquet de l’Encelade




                                                                                                                                                  --
                                                                                                                      13
                                                                                                                                                                                           3   Jardin du Roi
                                                                                 12
                                                                                                                                         G rille de Neptune                                4   Salle des Marronniers




                                                                                                                                    -
                                                                                                                                    -
                                                                                                                                    -
                                                                                                                                    -
                                                                                                                                    -
                                                                                                     14                                                                                    5   Bosquet de la Colonnade
                                                                                                                                                                                           6   Bosquet des Dômes
                                                                                                                            16




         just to the map?
                                                                                                                                                                                           7   Bassin du Miroir
                                         15                              19                                                         18        17                                           8   Tapis vert
                                                                                   20                                  21                                                                  9   Bosquet de la Girandole
                                                                                                                            22
                                                                                                                                                    Grille du Dragon                      10   Bosquet du Dauphin




                                                                                                                                              -
                                                                                                                                              -
                                                                                                                                              -
                                                                                                                                              -
                                                                                                                                              -
                                                                                                                                                                                          11   Bassin et parterre de Latone
                                                                                                                                                                 A 13
                                                                                                                                                                                          12   Salle de Bal
                                                                                                                                                                                    13   Bosquet des Bains d’Apollon
                                                                                                                                                                                          14   Parterre d’Eau
                                                                                                                                                                                          15   Pièce d’Eau des Suisses
                                                                                                                                                                                          16   Bosquet des Trois Fontaines
                                                                                                                                                                                          17   Bassin de Neptune




                                                                                                     -
                                                                                                     -
                                                                                                     -
                                                                                                     -
                                                                                                     -
                                  23                                                       P         Grille d’Honneur                                                                     18   Bassin du Dragon
                                                                                                                                                                                          19   Orangerie
                                                                                                           Grande Écurie                                                                  20   Parterre Sud
                                                                                                                                                                           21   Parterre Nord
                                                                                                                                                                               22   Bosquet de l’Arc de Triomphe
                                                                                                                 24
                                                                                                                                                                                               In town
                                                                                                                                                                                          23   King’s Kitchen Garden
                                                                                           Bus 171
                                                                                                                                                                                          24   Academy of
                                                                                                                                                                                               Equestrian Arts
                                                                                                                                                   Versailles Rive Droite   SNCF
                                                                                               25                                                                                              tel: 01 39 02 07 14
                                                       Versailles Rive Gauche   RER C
                                                                                                                                                                                          25   Tourist Office
                                                                                                                                                                                               2 bis, avenue de Paris




                                                                                                                                                                                                                                 Conception Polymago. ©photos RMN.
                                                                                                                                                                                               78000 Versailles
                                                                                                                                                                                               tel: 01 39 24 88 88
                                                                                                                                                                                          26   Baroque Music
                                                                                                                                                                                               Centre
                                                                                                                                                                                               (Hôtel des Menus Plaisirs)


                                                                                                26
                                                         Versailles Chantiers   SNCF




                                                                                                                                                   A
                                                                                                                                                   13
Thinking About Versailles

A Further Simplifying Abstraction: The Versailles
Graph
Thinking About Versailles

A Further Simplifying Abstraction: The Versailles
Graph
We can create a
mathematical
expression of the              This set of creative
relationships between          expressions would be
the Versailles                 called a Graph.
Gardens and the
creative expressions
inspired by them.
Thinking About Versailles

A Further Simplifying Abstraction: The Versailles
Graph
We construct a set of
nodes (AKA vertices)
and a set of edges             This set of creative
(AKA links) that define        expressions would be
one or more types of           called a Graph.
relationship between
the nodes.
Thinking About Versailles

A Further Simplifying Abstraction: The Versailles
Graph
We construct a set of          In this example, the
nodes (AKA vertices)           nodes represent
and a set of edges             locations within the
(AKA links) that define        gardens. The links
one or more types of           represent a “next_to”
relationship between           relationship between
the nodes.                     two garden locations.
Thinking About Versailles

A Further Simplifying Abstraction: The Versailles
Graph
We construct a set of
nodes (AKA vertices)           A graph may be
and a set of edges             visualized as a
(AKA links) that define        network of dots and
one or more types of           lines (sometimes
relationship between           arrowed)
the nodes.
Thinking About Versailles

A Further Simplifying Abstraction: The Versailles
Graph


                               A graph diagram can
                               be manipulated to
                               show relationships
                               more clearly
Thinking About Versailles

A Further Simplifying Abstraction: The Versailles
Graph
Thinking About Mazes

A Simplifying Abstraction: From Maze to Maze
Graph
Thinking About Mazes

A Simplifying Abstraction: From Maze to Maze
Graph
Thinking About Mazes

A Simplifying Abstraction: From Maze to Maze
Graph
Data Modeling in General


• Definitions
• About data modeling
• Data models and “Paper Tools”
• Data modeling examples (many!)
• What to do now
Thinking About Mazes and
      Formal Gardens
Abstract, Refine, Generalize, Pose Questions
Thinking About Mazes and
     Formal Gardens
Is the Hampton Court maze transformable
 into a section of the Versailles Gardens?
Thinking About Mazes and
     Formal Gardens
    Is there a set of vertices and edges (a
subgraph shape) within the Versailles graph
  that matches the Hampton Court Maze?
Thinking About Mazes and
     Formal Gardens

•   Um, probably

•   Brute force approach (shape matching) foreclosed by
    old brains and unwillingless to go insane

•   Did not have a representation that could be used to
    decide the question in a more elegant fashion
Data Modeling in General
• Definitions
  – Conceptual Data Model: A description of a portion of an enterprise in terms of
    the fundamental things of interest to it. They are fundamental in that most things
    seen by business owners are examples of these.
  – Logical Data Model: The organization of data for use with a particular data
    management technology. For relational databases, these are tables and columns;
    for object-oriented databases, object classes and attributes.
     • The MARC bibliographic standard specifies a logical data model that uses tags and
       delimiters to structure bibliographic data. In practice, the bibliographic conceptual
       data model is tangled up in the logical data model
  – Physical Data Model: The organization of data used to place it on specific
    storage media. This level refers to “tablespaces” and “cylinders.”
  – General Definition: The specification of a final conceptual data model and an
    initial logical data model that together meet business requirements, prior to any
    performance tuning.
About Data Modeling


•   Why a Data Model is Important
•   What Makes a Good Data Model?
•   What Makes a Good Data Modeler?
•   What is the Description/Design Question?
About Data Modeling
• Why a Data Model is Important
  – Leverage: Small changes in the data model have major effects on the
    system design and final implementation
  – Conciseness: The relatively compact data model takes less time to
    review that the functional specification, and in-depth understanding
    easier to achieve
  – Data Quality: Data quality problems are often traceable to
    inconsistent data definition, interpretation, and enforcement
    mechanisms
About Data Modeling
• Why a Data Model is Important
  – It serves as a necessary complement to a function and process
    model
     • The database system design and implementation process described here can
       involve three types of modeling
     • A data model describes the information an enterprise must have on hand to
       execute its functions
     • A function model describes what an enterprise must do
     • A process model describes how an enterprise must do it.
         – Function and process models are regularly combined during the database
           system design process
  – It can function as a “Paper Tool” in service of theoretical and
    practical ends
About Data Modeling
• What Makes a Good Data Model?
  – Completeness
  – Nonredundancy
  – Enforcement of Business Rules
  – Data Reusability
  – Stability & Flexibility
  – Elegance
  – Communication
  – Integration
About Data Modeling
• What is the Description/Design Question?
     – Is data modeling best characterized as a descriptive activity, the
       objective of which is to document some aspect of the real world?
     – Is data modeling best characterized as a design activity, the objective
       of which is to create data structures to meet a set of requirements?
     – Does the history of the development and implementation of the FRBR
       model reflect aspects of this controversy?




Portions quoted from Simsion, Graeme (2007). Data Modeling: Theory and Practice. p.3.
About Data Modeling
• How is the Description/Design Issue Manifest?
     – Explicit arguments among practitioners and academics, as to
       whether the description or design paradigm was correct.
     – Clashes between practitioners who subscribed to the descriptive
       paradigm, but had produced different models that were difficult
       to reconcile.
     – Disagreement over the appropriateness of data modelers
       introducing new concepts and terminology rather than simply
       documenting an established view of business entities.




Quoted from Simsion, Graeme (2007). Data Modeling: Theory and Practice. p.10.
About Data Modeling
• How is the Description/Design Issue Manifest (cont.)?
     – Difficulty in teaching data modeling using texts and teaching
       materials which treated it as a descriptive process.
     – Experienced data modeling practitioners struggling to develop
       models, and observing that data modeling in practice was much
       more difficult than it should be if it was essentially concerned
       with describing data requirements.
     – Antipathy towards data modelers, who were frequently seen as
       pursuing an ideal description of reality rather than contributing
       in the most productive way to an information system design.




Quoted from Simsion, Graeme (2007). Data Modeling: Theory and Practice. p.10.
About Data Modeling
• Description/Design Issue Findings
  – The description/design issue is considered an important
    one by data modeling practitioners
             • Evenly divided on opinion
     – Data modeling extends into the implementation-oriented
       Logical Data Model stage
     – Database design methods used in practice support the
       design paradigm
     – Data modeling product variation supports a design
       paradigm with many possible models, plus there are
       effects of training and personal modeling stylees

From Simsion, Graeme (2007). Data Modeling: Theory and Practice. p.326-3xxx.
About Data Modeling
• Description/Design Issue Implications for FRBR
  – Expect FRBR data modeling efforts to encounter similar
    issues
  – In compensation, develop an approach that allows theory
    to guide (but not dictate) FRBR design efforts
             • Design data structures that meet requirements
             • Test data models - as Paper Tools - in theory-driven scenarios,
               and allow each to mutually inform and creatively correct one
               another
                –Employ multiple sources for theory
                –Employ data modeling conventions and patterns


From Simsion, Graeme (2007). Data Modeling: Theory and Practice. p.326-3xxx.
A Simplifying Abstraction:
Resource Diagram Drawing Conventions
A Simplifying Abstraction:
Resource Diagram Drawing Conventions

                               Vertex/Node
A Simplifying Abstraction:
Resource Diagram Drawing Conventions

                               A Resource
A Simplifying Abstraction:
Resource Diagram Drawing Conventions

                                   A Resource

                                    A Named
                                    Resource
                                   (Resource Plus
                                 Minimal Description:
                                    ID and Name)




                     A “Backbone” for
                     Optional Resource
                       Descriptions
A Simplifying Abstraction:
Resource Diagram Drawing Conventions

                                   A Resource

                                    A Named
                                    Resource
                                   (Resource Plus
                                 Minimal Description:
                                    ID and Name)




                     A “Backbone” for
 Optional Resource
                     Optional Resource
   Descriptions
                       Descriptions
A Simplifying Abstraction:
     Resource Diagram Drawing Conventions

                                         A Resource

Four Different Kinds
 of Descriptions are                      A Named
Associated With This                      Resource
      Resource                           (Resource Plus
                                       Minimal Description:
                                          ID and Name)




                           A “Backbone” for
       Optional Resource
                           Optional Resource
         Descriptions
                             Descriptions
A Simplifying Abstraction:
Resource Diagram Drawing Conventions




        It’s Convenient to Group Descriptions
         Logically, Changing the Shape of the
              Resource Holder as Needed
            (e.g., library vs. archive vs. museum)
Resource Modeling
       Via a Diagrammatic Method
• Things of interest in the world can be treated as
  Resources
  – Resources are represented by dots
• Resources must be described in order to be findable,
  navigable, and accessible
  – Resource descriptions (in attribute form, apart from the minimum) are
    represented by color-coded boxes
• Different types of Resource descriptions can be defined
  for the same Resource
  – Co-occurring Resource description boxes are attached to a backbone
Resource Modeling
       Via a Diagrammatic Method
• Relationships can be defined between Resources
  – Labeled lines can be drawn between related Resource descriptions
• Diagram drawing and manipulation rules reflect relevant
  attributes of real world Resources and their relationships
  – Only certain entities and relationships can be defined and described
• Extension and/or modification of the drawing rules can
  reveal Resource attributes and relationships that are not
  apparent or impossible using the usual approaches
  – Memory or legacy record-keeping system overload/failure is
    eliminated by changes in representation and/or record-keeping
    systems
FRBR-Centric Resource Modeling
  Using a Diagrammatic Method
             (A FRBR “Paper Tool”)
• What is a paper tool?
• Who uses a diagrammatic method like this?
• Why use a paper tool to reason about bibliographic
  (etc.) relationships among resources?
• How do we use it?
The Precedent From Physics
Feynman Diagrams & Diagramming Rules†




   † http://www2.slac.stanford.edu/vvc/theory/feynman.html. Kaiser, David. Drawing Theories Apart: The Dispersion of
   Feynman Diagrams in Postwar Physics. Chicago, IL: University of Chicago Press. 2005.
Working With A Paper Tool
• Paper Tool† - A collection of symbolic elements (diagrams,
  characters, etc.), whose construction and manipulation follow
  rules and constraints of one or more guiding theories
     – Paper tool manipulation permits rapid, flexible, and creative exploration of
       phenomena of interest
     – Paper tool/user dialogs can generate unprecedented manipulations, and
       change the interests and goals of a modeling effort
     – One can work theoretically as well as practically with a paper tool
        • Examples abound in the Sciences
        • We can use a paper tool as a bookkeeping device during resource
          description (cataloging) and for FRBR theory formation and testing
        • Proper paper tool design aids in specification of appropriate data
          structures that meet user requirements for discovery and access

† Klein, Ursula (2001) ‘Paper Tools in Experimental Cultures’, Studies in History and Philosophy of Science 32: 265–302.
Working With Paper Tools

• Why use a paper tool for reasoning about bibliographic (or any
  other) relationships among resources?
  – Efficient presentation of entities, attributes, relationships, and business
    rules
  – Diagram construction can be heavily constrained by (FRBR) theory
     • What levels of descriptions are appropriate?
     • What relationships exist between Resources and/or descriptions?
     • What emergent structural properties emerge from a given Resource/
       description?
  – Can validate obvious and non-obvious aspects of resource descriptions ahd
    relationships by creating and validating simple and complex model
    diagrams
Representing Bibliographic
  Information: Prior Art
From flat-file record ...


  Author:         Lee, T. B.
  Title:          Cataloguing has a future
  Content type: Spoken word
  Carrier type:   Audio disc
  Subject:        Metadata
  Provenance:     Donated by the author
Bibliographic description                     Name authority
 Author:                                        Name:        Lee, T. B.
 Title:          Cataloguing has a future       Biography:
                                                ...
 Content type: Spoken word
 Carrier type:   Audio disc
                                               Subject authority
 Subject:
                                                Term:       Metadata
 Provenance:     Donated by the author          Definition:
                                                ...




                                    ... to relational record
Name authority
                                                 Name:      Lee, T. B.
                                                 Biography:
Work                                             ...

  Author:
                                                Subject authority
  Subject:
                                                 Term:       Metadata
Expression
                                                 Definition:
  Content type: Spoken word
                                                 ...
Manifestation
 Title:          Cataloguing has a future
 Carrier type:   Audio disc
Item
 Provenance:     Donated by the author      ... to FRBR record
Representing Bibliographic
      Information: Prior Art
• Simplifying abstractions center on the catalog card
  –The text-bearing card becomes the information-
   bearing record
    • Card text becomes Resource attributes
    • Card text becomes Resource relationships
  –Catalog record evolution reflects theoretical &
   pragmatic concerns
    • More diverse record types (Name & Subject
      Authorities)
    • Assumption of hierarchical Resource structure
    • Related Term (RT) cross-referencing employed as a
      pragmatic access strategy
Representing Bibliographic
                     Information
Work Information
    Author: Lee. T. B.
                                                                         W
    Subject: Cataloging -- Philosophy

                                                                          E
Expression Information
    Content type: Spoken Word                                            M

                                                                          I
Manifestation Information
    Title: Cataloguing has a future
    Carrier type: Audiodisc


Item Information
    Provenance:      Donated by the author
                                                 All four kinds of FRBR data
                                                 are nested in a standard
                                                 information carrier that is
                                             2
                    A catalog card               “attached” to the Resource
Representing Bibliographic
                     Information
Work Information
    Author: Lee. T. B.
                                                                         W
    Subject: Cataloging -- Philosophy

                                                                          E
Expression Information
    Content type: Spoken Word                                            M

                                                                          I
Manifestation Information
    Title: Cataloguing has a future
    Carrier type: Audiodisc


Item Information
    Provenance:      Donated by the author
                                                 All four kinds of FRBR data
                                                 are nested in a standard
                                                 information carrier that is
                                             2
                    A catalog card               “attached” to the Resource
Representing Bibliographic
                     Information
Work Information
    Author: Lee. T. B.
                                                                         W
    Subject: Cataloging -- Philosophy

                                                                          E
Expression Information
    Content type: Spoken Word                                            M

                                                                          I
Manifestation Information
    Title: Cataloguing has a future
    Carrier type: Audiodisc


Item Information
    Provenance:      Donated by the author
                                                 All four kinds of FRBR data
                                                 are nested in a standard
                                                 information carrier that is
                                             2
                    A catalog card               “attached” to the Resource
FRBR Paper Tool Primer &
                    Example
                        The basic diagram element
                        represents a resource and the
                        overall description of that
                        resource


Work
Expression

Manifestation

Item
FRBR Paper Tool Primer &
                    Example
                        A black-filled circle means
                        that a resource and a resource
                        description are both present. A
                        clear circle means that no
                        resource is present

Work
Expression

Manifestation

Item
FRBR Paper Tool Primer &
                    Example




Work
Expression

Manifestation           The color squares designate different
Item                    descriptions of the resource. In this
                        case, they reflect FRBR rules for
                        resource description.
FRBR Paper Tool Primer &
                    Example




Work
Expression
                        Connections between descriptions are
Manifestation
                        made according to the rules for the
Item
                        point of view being represented.
FRBR Paper Tool Primer &
                    Example




Work
Expression
                       Squares placed next to one another are
Manifestation
                       linked together by the appropriate
Item                   relationship. No lines are visible.
FRBR Paper Tool Primer &
                    Example




Work
Expression
                        If a color square is solid, that means
Manifestation           that a full resource description is
Item                    present.
FRBR Paper Tool Primer &
                    Example




Work
Expression

Manifestation           If a color square is hollow, that means
Item                    that this description points to one or
                        more descriptions of the same type. It
                        acts as a container.
FRBR Paper Tool Primer &
                    Example
                   A container description must be linked to one
                   or more descriptions of the same Type. (This is
                   a Business Rule at work.)

                   In this example, an Item (acting as a container)
                   is composed of two other Items.


Work
Expression

Manifestation

Item




                                      Has Part

                           Has Part
FRBR Paper Tool Primer &
                    Example
                   In Item can act as a container because it is a
                   type of Resource. In our modeling of
                   bibliographic information, a Resource can be
                   composed of other Resources.

                   Resource subtypes like Item may inherit this
                   ability, depending on business rules.

Work
Expression

Manifestation

Item




                                      Has Part

                           Has Part
FRBR Paper Tool Primer &
                    Example
                    A Mildly Complex Example

  A serial publication consists of a number of articles (one is
  two-part) gathered into issues under a single journal title. Some
  author, publisher, and other role-based information is known.
  Only two subject headings have been assigned so far.
Work

   In addition to routine issue publication, a number of articles
Expression

   have been selected by the editors for a special issue on
Manifestation

   Cosmology, as well as for an ongoing “Best Of” collection of
Item


   articles.
Found on your bookshelf or your hard
drive
Some Resources are not described as
completely as others
Same as before, but with a serial
number/ID and your own name for
the Resource of interest assigned
The Graph Theoretical Library
What
publishers
can do:
group their
publications
by date
What
publishers
can do:
group their
publications
by date




What
publishers
can do:
group &
order
publications
by editorial
choice
What
libraries can
do: group
related but
editorially
distinct
publications
by publisher
and date
The Graph Theoretical Library
What libraries
can do: supply a
subject term for
an article
What libraries
can do: supply a
subject term for
an article




What libraries can do: supply
a controlled name for a
person, corporation, etc.
mentioned in or having to do
with an article
The Graph Theoretical Library
The subject
portion of this
network of
bibliographic
entities and
relationships
may seem
hierarchical
when viewed
in isolation,
(but anomalies
begin to appear).
The Graph Theoretical Library
Less
hierarchical
appearing are
the naming
sections of the
network of
bibliographic
entities and
relationships
The Graph Theoretical Library
When the entities and relationships are taken all together, the
network structure of this mildly complex conceptual data
model of a serial publication is readily apparent.
The ability to represent this serial publication diagrammatically is
dependent on FRBR theory’s ability to prescribe diagram elements and
construction rules in a conceptually valid fashion.

If significant aspects of the publication’s structure and content cannot be
expressed in the diagram, it is an indication that the theory needs work.

Just as in architectural or engineering design, management of complex data
model diagrams may require computerized assistance.
The ability to accept and use diagrammatic representations of FRBR
theoretical elements may be dependent on that party’s position on the
Description/Design Issue.

Catalogers may already be accustomed to a descriptive stance due to
personal inclination reinforced by professional training. Software
developers must take a design stance towards their work, and are already
conversant with diagrammatic representation.

Whether either group will be able to reason theoretically using diagrams (á
la Feynman) is an open question.
Working With Paper Tools:
                        Exemplars
• Exemplars† - A set of “typical” Resource and content description
  scenarios, solutions to which encourage (a.) selection of the best
  Paper Tool from available choices, (b.) the refinement of Resource
  description skills, and (c.) the creation of conceptual and logical data
  models that reflect Paper Tool capabilities
  – A manuscript (individual and related multiples, published but host to history,
    imaginary)
  – A monograph in one edition (individual and related multiples)
  – A monograph in multiple editions (individual and related multiples)
  – A publication in multiple media
  – A continuing publication (individual and related multiples publications, special
    editions) network
  – A library multimedia resource and resource description network
  – A World Wide Web page and its underlying multimedia resource network
  †Kuhn’s   The Structure of Scientific Revolutions & Kaiser’s Drawing Theories Apart: The Dispersion of Feynman Diagrams in Postwar Physics
Archiveland, Libraryland, Webland and
     Beyond: A Modern Mathematical Tale
• It is possible to adopt an Ethnomathematically informed
 perspective on Cultural Heritage Resource description:
 •   Resource description in general and cataloging in particular
     involves the construction of descriptive structures - entities with
     attributes - and the definition of relationships between entities
 •   These descriptive structures can be represented in graph form - as
     sets of nodes and links that represent Resources and Resource
     relationships
 •   Resource description graphs display varying degrees of complexity
     in terms of node and link quantities and types
     -   Graph-theoretical expressions of complexity can be given meaning
         from a Resource description and cataloging theory point of view
We All Speak Prose Here: Graph Structures In
     Resource Description And Access


  • Define increasingly complex graph structures that
   could represent bibliographic Resource
   descriptions
  • Indicate which combinations of graph structures
   characterize different Cultural Heritage institutions
  • Identify a number of graph characteristics that
   could support a dimensional view on Resource
   description graphs
We All Speak Prose Here: Graph Structures In
     Resource Description And Access
Graph Type                 Graph Diagram                                                        Comments

                                   A       B                           A null graph consists of a set of nodes without
                                                                       relationships: {{A B C D E F}, {Ø}}.
                               D
     Null                              C
                                                                       * Retrieval sets from Online Public Access Catalogs can
                               E                   F                   be represented as null graphs, accept Boolean operations
                                                                       - and be ordered temporarily for display purposes.

                                                                       * Nontrivial trees have at least two end nodes.
                           A                   D       E           F   * The deletion of any tree link disconnects the tree.
                                                                       * There is only one travel path between any two nodes in
     Tree              B       C                                       a tree.
(AKA A Connected                                       B           C
                                                                       * Trees are minimally - most economically - connected
  Acyclic Graph)
                                                                       structures.
                   D   E       F                           A
                                                                       * A forest is a graph whose components are trees
                                                                       From Buckley & Lewinter (2003)

                           A                   D       E       F


                                                                       Hierarchies are represented by tree graphs with arrowed
Directed Tree          B           C
                                                       B       C       links that specify the direction of a relationship.
 (Hierarchy)                                                           * A polyhierarchy is a forest of hierarchies(?)
                   D   E       F                           A
We All Speak Prose Here: Graph Structures In
     Resource Description And Access

  Graph Type                   Graph Diagram                                    Comments

                                                               The graph is separable into k non-
                                                               overlapping sets, based on a specified
                       A                        S2        S1   relationship.

                                                               This example illustrates a library graph
                   B       C          S4   S5        S6   S3

   k-Partite                                                   separated into a bipartite graph by
               D   E       F               S4        S4
                                                               “subject_of” relationships (dashed links in
                                                               diagram) that link Subject Heading
                                                               Resource nodes (“S1”) and Managed
                                                               Named Resource nodes (“A”).

                                                               Multiple relationships (directional or
                       A                        H         I
                                                               nondirectional) can exist between nodes.
                   B       C          G    J         K    N

   Network                                                     One or more travel paths can exist
               D   E       F               L         M         between any two nodes.

                                                               Networks can be richly connected
Shelfland Binland, Libraryland, & Beyond:
    A Cautionary Tale About Resource
     Description & Access Subcultures


  •   Shelfland - Resources aggregated without any attempt
      at organization by Resource characterstic.
  •   Binland - Resources aggregated by one or more
      Resource characteristics. Bins may be nested in other
      bins.
      •   Archiveland - A Binland operated by a responsible
          party, following established Resource collection,
          binning, and preservation procedures.
Shelfland Binland, Libraryland, & Beyond:
    A Cautionary Tale About Resource
     Description & Access Subcultures


  •   Libraryland - Resources organized into bins,
      hierarchies, and de-facto networks following one or
      more “authoritative” set of cataloging rules.
      Structured or unstructured reference Resources are
      used to support access
  •   Webland - Resources organized into bins, hierarchies,
      de-facto and explicit networks. Organization is
      variable, because a Webland can contain one or more
      of all of the other lands
We All Speak Prose Here: Graph Structures In
Support of Resource Description And Access
                            A       B




 Shelf
                        D

             Null               C
                                                                -                                               -                                   -
                        E               F




                            A       B
                                                A                   B
                                                        B                       G


            Null,       D

 Bin                                                                                                            -                                   -
                                            D                                               L
                                                                            K
                                C                   C                   I


          Subgraphs                         E               F       H
                                                                                    M
                                                                                        O

                                                                                            N
                        E               F




                            A       B

            Null,
                                                                                                        A           D   E       F
                                                A                   B
                                                        B                       G

                        D

Archive                                                                                                                                             -                                            -
                                                                                            L

          Subgraph
                                            D                               K                       B       C
                                C                   C                   I                                               B       C
                                                                                        O


          Hierarchy
                                            E               F       H
                                                                                    M       N   D   E       F               A
                        E               F




             Null,          A       B
                                                A       B
                                                                    B
                                                                                G
                                                                                                        A           D   E       F           A                     S2        S1



          Subgraph      D

Library                                                                                                                                                                                          -
                                            D                                               L                                           B       C       S4   S5        S6   S3
                                                                            K                       B       C
                                C                   C                   I                                               B       C

          Hierarchy,                        E               F       H
                                                                                    M
                                                                                        O

                                                                                            N   D   E       F               A
                                                                                                                                    D   E       F            S4        S4

                        E               F
           k-Partite

             Null,
           Subgraph         A       B

          Hierarchy,
                                                                                                        A           D   E       F           A                     S2        S1           A                   H       I
                                                A                   B
                                                        B                       G

                        D

 Web
                                                                                            L                                           B       C       S4   S5        S6   S3       B       C       G   J       K   N


           k-Partite,
                                            D                               K                       B       C
                                C                   C                   I                                               B       C
                                                                                        O


          De-Facto &
                                            E               F       H                                                               D   E       F            S4        S4        D   E       F           L       M
                                                                                    M       N   D   E       F               A
                        E               F


            Explicit
           Network
Binland, Libraryland, Webland, & Beyond:
    Levels of Graph-Friendly Resource
               Description

•   Weblanders, who are the most free in defining Resource
    graphs do not view Libraryland as a highly informative but
    graph-constrained Resource space
    •   Confusion in attribute and relationship definitions while data
        modeling combine with institutional hierarchical
        assumptions

•   Librarylanders do not view Archiveland as a highly
    informative but graph-constrained Resource space
Binland, Libraryland, Webland, & Beyond:
    Levels of Graph-Friendly Resource
               Description
•   Librarylanders do not view Webland as a graph-enhanced
    Resource space
    •   Institutional missions and systems available for
        representation strongly shape reflect different institutional
        assumptions and governance
        •   Authoritative control and user direction vs. distributed
            creation, ownership, dissemination, and discovery
        •   Permitted nodes, attributes, relationships, and parties

•   Archivelanders, Librarylanders and Weblanders all have
    trouble viewing Binland as an informative but most strongly
    graph-constrained space!
    •   Resource descriptions with few attributes
Archiveland, Libraryland, Webland and
     Beyond: A Modern Mathematical Tale
• Resource description graphs in Cultural Heritage institutions
 can be related to institutional and other factors that have guided
 the creation, etc. of those structures
• As in Abbott’s Flatland, lack of awareness of a common
 underlying structure threatens understanding and action
 •   It endangers efforts to make Resource descriptions created at one
     level accessible to other levels.
 •   It reduces opportunities for parties working at one level of
     Resource description to share experience and tools across levels
 •   It denies end-users improved and varied access to Resources

• Enlightenment becomes the ability to engage in Resource-oriented,
 graph-theoretical thinking independently of institutional level
Placing The FRBR Data Model In A
           Widening Context
• What kinds of “things of interest” are FRBR entities?
  – Of what types or subtypes are they?
• Who else is out there creating information about
  things that are of interest to us
  – Where do our paths cross?
• Design Decisions
  – Model FRBR entities as subtypes of a larger, more familiar
    type of entity, as Resources
  – Descriptions of resources can themselves be resources
  – Business Rules constrain a more flexible data structure
The Conceptual Data Model
• Model Presentation
 –Data model to be presented from FRBR “up”
 –Model elements are introduced one at a time, in an
  order that promotes assimilation of new element
  function and relationship to existing elements
 –Statements about the model should take the form of
  “Business Assertions” that employ:
   • Entity Names
   • Entity Attributes
   • Relationships
   • Business Rules - Constraints applied to the model
The Conceptual Data Model

                                     Institutionally
                                     Managed Named
                                     Resource




Work                    Expression      Manifestation Of   Manifestation                   Item
        Expressed As                                                       Exemplified By
                                          Manifest As
        Expression Of                                                       Example Of
The Conceptual Data Model

                                             Institutionally
                                             Managed Named
                                             Resource




    Work                        Expression                         Manifestation                       Item
C          D    Expressed As    C       D        Manifest As        C       D      Exemplified By   C          D
                Expression Of                   Manifestation Of                    Example Of
The Conceptual Data Model

                                                  Institutionally
                                                  Managed Named
                                                  Resource




         Work                        Expression                         Manifestation                       Item
     C          D    Expressed As    C       D        Manifest As        C       D      Exemplified By   C          D
                     Expression Of                   Manifestation Of                    Example Of




IFLA’s FRBR theory asserts that a Resource may be viewed and described from one
up to to four levels of abstraction: Work, Expression, Manifestation, or Item.

The FRBR specification indicates which Institutionally Managed Named Resource
attributes and relationships (plus others specific to that level of abstraction) constitute
each of these levels of description of a given Resource.
The Conceptual Data Model

                                             Institutionally
                                             Managed Named
                                             Resource




    Work                        Expression                         Manifestation                       Item
C          D    Expressed As    C       D        Manifest As        C       D      Exemplified By   C          D
                Expression Of                   Manifestation Of                    Example Of
The Conceptual Data Model


                                                                                                                                                                                                            Described By
Institutionally Managed Named Resource Description                                                                                                                                                                                 Institutionally
                                                                                                                                                                                                                           Describes Managed Named
                                                                                                                                                                                                                                   Resource



                                                                     View In                                View In                      View In                                                  View In




                                                     Viewed As                                 Viewed As                                           Viewed As                   Viewed As

                                                              Work                                  Expression                             Manifestation                                   Item
                                                          C          D         Expressed As         C       D          Manifest As          C       D          Exemplified By         C            D
                                                                               Expression Of                          Manifestation Of                          Example Of
The Conceptual Data Model


                                                                                                                                                                                                            Described By
Institutionally Managed Named Resource Description                                                                                                                                                                                 Institutionally
                                                                                                                                                                                                                           Describes Managed Named
                                                                                                                                                                                                                                   Resource



                                                                     View In                                View In                      View In                                                  View In




                                                     Viewed As                                 Viewed As                                           Viewed As                   Viewed As

                                                              Work                                  Expression                             Manifestation                                   Item
                                                          C          D         Expressed As         C       D          Manifest As          C       D          Exemplified By         C            D
                                                                               Expression Of                          Manifestation Of                          Example Of




An Institutionally Managed Named Resource Description is (ultimately) a Type of
Resource. This entity makes it possible to describe an Institutionally Managed
Named Resource by associating it with one or more of an institution’s customary
views of that Resource.

No customary view has a privileged or compulsory relationship with the
Institutionally Managed Named Resource. Incremental or incomplete resource (set)
descriptions can be created.
The Conceptual Data Model


                                                                                                                                                                                                                                                                                                Described By
Institutionally Managed Named Resource Description                                                                                                                                                                                                                                                                          Institutionally
                                                                                                                                                                                                                                                                                                                    Describes Managed Named
                                                                                                                                                                                                                                                                                                  View In                   Resource


 View In                                       View In                                           View In                                                                                                      View In
                                                                                                                                          View In                                View In                                                                               View In        View In




            Viewed As             Viewed As                                   Viewed As                                   Viewed As                                 Viewed As                                           Viewed As                   Viewed As                                               Viewed As
                   Contained In
       Fonds                              Series         Contained In                     File                                     Work                                  Expression                             Manifestation                                   Item                                Other View

                                                                        Contains                                               C          D         Expressed As         C       D          Manifest As          C       D          Exemplified By         C            D
                        Contains
                                                                                                                                                    Expression Of                          Manifestation Of                          Example Of
                                                                                                           Contained In                                                                                                                                 Contains
  Contained In
                                                                                   Contains                                                                                                                                                                                           Viewed As

                                                                                                                                                                                                                                                                                 Annotation
The Conceptual Data Model


                                                                                                                                                                                                                                                                                                Described By
Institutionally Managed Named Resource Description                                                                                                                                                                                                                                                                          Institutionally
                                                                                                                                                                                                                                                                                                                    Describes Managed Named
                                                                                                                                                                                                                                                                                                  View In                   Resource


 View In                                       View In                                           View In                                                                                                      View In
                                                                                                                                          View In                                View In                                                                               View In        View In




            Viewed As             Viewed As                                   Viewed As                                   Viewed As                                 Viewed As                                           Viewed As                   Viewed As                                               Viewed As
                   Contained In
       Fonds                              Series         Contained In                     File                                     Work                                  Expression                             Manifestation                                   Item                                Other View

                                                                        Contains                                               C          D         Expressed As         C       D          Manifest As          C       D          Exemplified By         C            D
                        Contains
                                                                                                                                                    Expression Of                          Manifestation Of                          Example Of
                                                                                                           Contained In                                                                                                                                 Contains
  Contained In
                                                                                   Contains                                                                                                                                                                                           Viewed As

                                                                                                                                                                                                                                                                                 Annotation




While the more abstract combinations of attributes and relationships that define an
institution’s customary view on a Resource may not be shareable with another
institution’s, overlaps at less abstract levels are possible.

A set of ISAD(G) archival Resource views has been added to the bibliographic
views in the model, along with a general Annotation view, and an Other View.
The Conceptual Data Model


                                                                                                                                                                                                                                                                                                Described By
Institutionally Managed Named Resource Description                                                                                                                                                                                                                                                                          Institutionally
                                                                                                                                                                                                                                                                                                                    Describes Managed Named
                                                                                                                                                                                                                                                                                                  View In                   Resource


 View In                                       View In                                           View In                                                                                                      View In
                                                                                                                                          View In                                View In                                                                               View In        View In




            Viewed As             Viewed As                                   Viewed As                                   Viewed As                                 Viewed As                                           Viewed As                   Viewed As                                               Viewed As
                   Contained In
       Fonds                              Series         Contained In                     File                                     Work                                  Expression                             Manifestation                                   Item                                Other View

                                                                        Contains                                               C          D         Expressed As         C       D          Manifest As          C       D          Exemplified By         C            D
                        Contains
                                                                                                                                                    Expression Of                          Manifestation Of                          Example Of
                                                                                                           Contained In                                                                                                                                 Contains
  Contained In
                                                                                   Contains                                                                                                                                                                                           Viewed As

                                                                                                                                                                                                                                                                                 Annotation




One of these Other Views could be one or more
Physical Preservation views: combinations of (a.) physical measurements of one
or more Resources, (b.) statistical analyses of those measurements, and (c)
observations and judgments made on the Resource by a Conservator, Archivist,
Curator, etc.

Question: Physical Preservation views would co-occur with which of the FRBR/
The Conceptual Data Model
                                                                                                                                                                                                                                                                                                                              Described By
Institutionally Managed Named Resource Description                                                                                                                                                                                                                                                                                                        Institutionally
                                                                                                                                                                                                                                                                                                                                                  Describes Managed Named
                                                                                                                                                                                                                                                                                                                                View In                   Resource


 View In                                       View In                                             View In                                                                                                              View In
                                                                                                                                              View In                                      View In                                                                                                   View In        View In




            Viewed As             Viewed As                                     Viewed As                                   Viewed As                                   Viewed As                                                  Viewed As                                    Viewed As                                                 Viewed As
                   Contained In
       Fonds                              Series         Contained In                       File                                       Work                                  Expression                                   Manifestation                                                       Item                                Other View

                                                                        Contains                                                   C          D         Expressed As          C          D            Manifest As          C         D               Exemplified By                        C          D
                        Contains
                                                                                                                                                        Expression Of                                Manifestation Of                                 Example Of
                                                                                                             Contained In                                                                                                                                                               Contains
  Contained In
                                                                                   Contains                                                                                                                                                                                                                         Viewed As

                                                                                                                                                                                                                                                                                                               Annotation




                                                    Institutionally Managed Find & Navigate Named Resource Description

                                                                                                                                                                          Responsible Party
                                                               Identifying Authority                                        Resource Aboutness                           Resource Description
                                                              Resource Description                                          Resource Description

                                                                        Rule                                                       Rule                                        Person

                                                                                                                                                                            Organization
                                                                                                                                                                             Corporate
                                                                  governed by/                                                                                                 Body
                                                                                                                               governed by/
                                                                  governor of                                                                                                  Agency
                                                                                                                               governor of                                                                                         Other Relationship Resource Description
                                                                                                                                                                                Family

                                                                   Controlled                                                                                                                                               Rule
                                                                  Access Point                                                                                                Corporate                                                     basis for/              Relationship/Rule
                                                                                                                                 Controlled                                     Body                                     Formal Rule        basis of                  Assignment
                                                                    Preferred                                                     Subject
                                                                                                                                                                                  Agency
                                                                                                                                                                                                                        Informal Rule
                                                                     Variant                                                                                                                                                                                    basis for/
                                                                                                                                basis for/
                                                                                                                                basis of                                       Other                                                                            basis of
                                                                                                                                                                              Corporate
                                                                                                                                                                                Body                                                             Relationship
                                                                                                                                  Subject
                                                                  basis for/                                                                                                                                                              "Name"
                                                                  basis of                                                                                                                                                                "Identifier"
                                                                                                                                  Concept                                       Other
                                                                                                                                                                             Organization
                                                                  Identification
                                                                                                                                   Event
                                                                        Name                                                                                                Computation


                                                                                                                                  Object                                  Other Responsible
                                                                    Identifier                                                                                                   Party


                                                                                                                                   Place




                                                                                                                                 Resource
                                                                                                                                                                                                                                                                                              Other Managed
                                                                                                                                                                                                                                                                                              Find & Navigate
                                                                                                                                                                                                                                                                                              Named Resource
                                                                                                                                                                                                                                                                                              Description
The Conceptual Data Model
                                                                                                                                                                                                                                                                                                                                   Described By
     Institutionally Managed Named Resource Description                                                                                                                                                                                                                                                                                                        Institutionally
                                                                                                                                                                                                                                                                                                                                                       Describes Managed Named



Institutionally Managed Find & Navigate Resource Descriptions aid in Resource
                                                                                                                                                                                                                                                                                                                                     View In                   Resource


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                                                                                                                                                   View In                                      View In                                                                                                   View In        View In



discovery by providing identifiers, assigning standardized names, subjects, and
                 Viewed As             Viewed As                                     Viewed As                                   Viewed As                                   Viewed As                                                  Viewed As                                    Viewed As                                                 Viewed As




resource relationships.
                        Contained In
            Fonds                              Series         Contained In                       File                                       Work                                  Expression                                   Manifestation                                                       Item                                Other View

                                                                             Contains                                                   C          D         Expressed As          C          D            Manifest As          C         D               Exemplified By                        C          D
                             Contains
                                                                                                                                                             Expression Of                                Manifestation Of                                 Example Of
                                                                                                                  Contained In                                                                                                                                                               Contains
       Contained In
                                                                                        Contains                                                                                                                                                                                                                         Viewed As

                                                                                                                                                                                                                                                                                                                    Annotation




                                                         Institutionally Managed Find & Navigate Named Resource Description

                                                                                                                                                                               Responsible Party
                                                                    Identifying Authority                                        Resource Aboutness                           Resource Description
                                                                   Resource Description                                          Resource Description

                                                                             Rule                                                       Rule                                        Person

                                                                                                                                                                                 Organization
                                                                                                                                                                                  Corporate
                                                                       governed by/                                                                                                 Body
                                                                                                                                    governed by/
                                                                       governor of                                                                                                  Agency
                                                                                                                                    governor of                                                                                         Other Relationship Resource Description
                                                                                                                                                                                     Family

                                                                        Controlled                                                                                                                                               Rule
                                                                       Access Point                                                                                                Corporate                                                     basis for/              Relationship/Rule
                                                                                                                                      Controlled                                     Body                                     Formal Rule        basis of                  Assignment
                                                                         Preferred                                                     Subject
                                                                                                                                                                                       Agency
                                                                                                                                                                                                                             Informal Rule
                                                                          Variant                                                                                                                                                                                    basis for/
                                                                                                                                     basis for/
                                                                                                                                     basis of                                       Other                                                                            basis of
                                                                                                                                                                                   Corporate
                                                                                                                                                                                     Body                                                             Relationship
                                                                                                                                       Subject
                                                                       basis for/                                                                                                                                                              "Name"
                                                                       basis of                                                                                                                                                                "Identifier"
                                                                                                                                       Concept                                       Other
                                                                                                                                                                                  Organization
                                                                       Identification
                                                                                                                                        Event
                                                                             Name                                                                                                Computation


                                                                                                                                       Object                                  Other Responsible
                                                                         Identifier                                                                                                   Party


                                                                                                                                        Place




                                                                                                                                      Resource
                                                                                                                                                                                                                                                                                                   Other Managed
                                                                                                                                                                                                                                                                                                   Find & Navigate
                                                                                                                                                                                                                                                                                                   Named Resource
                                                                                                                                                                                                                                                                                                   Description
The Conceptual Data Model
                                                                                                                                                                                                                                                                                                                               Described By
Institutionally Managed Named Resource Description                                                                                                                                                                                                                                                                                                         Institutionally
                                                                                                                                                                                                                                                                                                                                                   Describes Managed Named
                                                                                                                                                                                                                                                                                                                                 View In                   Resource


 View In                                       View In                                             View In                                                                                                               View In
                                                                                                                                               View In                                      View In                                                                                                   View In        View In




                                                                                                                            An Identifying Authority Resource Description
            Viewed As             Viewed As                                     Viewed As                                    Viewed As                                   Viewed As                                                  Viewed As                                    Viewed As                                                 Viewed As
                   Contained In
       Fonds                              Series         Contained In                       File                                        Work                                  Expression                                   Manifestation                                                       Item                                Other View

                                                                        Contains                                                    C          D         Expressed As          C          D            Manifest As          C         D               Exemplified By                        C          D
                        Contains



                                                                                                                            consists of a name or an identifier. One or more of these
                                                                                                                                                         Expression Of                                Manifestation Of                                 Example Of
                                                                                                             Contained In                                                                                                                                                                Contains
  Contained In
                                                                                   Contains                                                                                                                                                                                                                          Viewed As

                                                                                                                                                                                                                                                                                                                Annotation




                                                                                                                            must be assigned to a Named Resource.
                                                    Institutionally Managed Find & Navigate Named Resource Description

                                                                                                                                                                           Responsible Party
                                                               Identifying Authority                                         Resource Aboutness                           Resource Description
                                                              Resource Description                                           Resource Description

                                                                        Rule                                                        Rule                                        Person

                                                                                                                                                                             Organization
                                                                                                                                                                              Corporate
                                                                  governed by/                                                                                                  Body
                                                                                                                                governed by/
                                                                  governor of                                                                                                   Agency
                                                                                                                                governor of                                                                                         Other Relationship Resource Description
                                                                                                                                                                                 Family

                                                                   Controlled                                                                                                                                                Rule
                                                                  Access Point                                                                                                 Corporate                                                     basis for/              Relationship/Rule
                                                                                                                                  Controlled                                     Body                                     Formal Rule        basis of                  Assignment
                                                                    Preferred                                                      Subject
                                                                                                                                                                                   Agency
                                                                                                                                                                                                                         Informal Rule
                                                                     Variant                                                                                                                                                                                     basis for/
                                                                                                                                 basis for/
                                                                                                                                 basis of                                       Other                                                                            basis of
                                                                                                                                                                               Corporate
                                                                                                                                                                                 Body                                                             Relationship
                                                                                                                                   Subject
                                                                  basis for/                                                                                                                                                               "Name"
                                                                  basis of                                                                                                                                                                 "Identifier"
                                                                                                                                   Concept                                       Other
                                                                                                                                                                              Organization
                                                                  Identification
                                                                                                                                    Event
                                                                        Name                                                                                                 Computation


                                                                                                                                   Object                                  Other Responsible
                                                                    Identifier                                                                                                    Party


                                                                                                                                    Place




                                                                                                                                  Resource
                                                                                                                                                                                                                                                                                               Other Managed
                                                                                                                                                                                                                                                                                               Find & Navigate
                                                                                                                                                                                                                                                                                               Named Resource
                                                                                                                                                                                                                                                                                               Description
The Conceptual Data Model
                                                                                                                                                                                                                                                                                                                                   Described By
     Institutionally Managed Named Resource Description                                                                                                                                                                                                                                                                                                        Institutionally
                                                                                                                                                                                                                                                                                                                                                       Describes Managed Named




A Resource Aboutness Resource Description provides a subject term for a
                                                                                                                                                                                                                                                                                                                                     View In                   Resource


      View In                                       View In                                             View In                                                                                                              View In
                                                                                                                                                   View In                                      View In                                                                                                   View In        View In




Named Resource. The term must be a Concept, an Event, an Object, a Place, or
                 Viewed As
                        Contained In
                                       Viewed As                                     Viewed As                                   Viewed As                                   Viewed As                                                  Viewed As                                    Viewed As                                                 Viewed As




another Resource.
            Fonds                              Series         Contained In                       File                                       Work                                  Expression                                   Manifestation                                                       Item                                Other View

                                                                             Contains                                                   C          D         Expressed As          C          D            Manifest As          C         D               Exemplified By                        C          D
                             Contains
                                                                                                                                                             Expression Of                                Manifestation Of                                 Example Of
                                                                                                                  Contained In                                                                                                                                                               Contains
       Contained In
                                                                                        Contains                                                                                                                                                                                                                         Viewed As

                                                                                                                                                                                                                                                                                                                    Annotation




                                                         Institutionally Managed Find & Navigate Named Resource Description

                                                                                                                                                                               Responsible Party
                                                                    Identifying Authority                                        Resource Aboutness                           Resource Description
                                                                   Resource Description                                          Resource Description

                                                                             Rule                                                       Rule                                        Person

                                                                                                                                                                                 Organization
                                                                                                                                                                                  Corporate
                                                                       governed by/                                                                                                 Body
                                                                                                                                    governed by/
                                                                       governor of                                                                                                  Agency
                                                                                                                                    governor of                                                                                         Other Relationship Resource Description
                                                                                                                                                                                     Family

                                                                        Controlled                                                                                                                                               Rule
                                                                       Access Point                                                                                                Corporate                                                     basis for/              Relationship/Rule
                                                                                                                                      Controlled                                     Body                                     Formal Rule        basis of                  Assignment
                                                                         Preferred                                                     Subject
                                                                                                                                                                                       Agency
                                                                                                                                                                                                                             Informal Rule
                                                                          Variant                                                                                                                                                                                    basis for/
                                                                                                                                     basis for/
                                                                                                                                     basis of                                       Other                                                                            basis of
                                                                                                                                                                                   Corporate
                                                                                                                                                                                     Body                                                             Relationship
                                                                                                                                       Subject
                                                                       basis for/                                                                                                                                                              "Name"
                                                                       basis of                                                                                                                                                                "Identifier"
                                                                                                                                       Concept                                       Other
                                                                                                                                                                                  Organization
                                                                       Identification
                                                                                                                                        Event
                                                                             Name                                                                                                Computation


                                                                                                                                       Object                                  Other Responsible
                                                                         Identifier                                                                                                   Party


                                                                                                                                        Place




                                                                                                                                      Resource
                                                                                                                                                                                                                                                                                                   Other Managed
                                                                                                                                                                                                                                                                                                   Find & Navigate
                                                                                                                                                                                                                                                                                                   Named Resource
                                                                                                                                                                                                                                                                                                   Description
The Conceptual Data Model
                                                                                                                                                                                                                                                                                                                                  Described By
    Institutionally Managed Named Resource Description                                                                                                                                                                                                                                                                                                        Institutionally
                                                                                                                                                                                                                                                                                                                                                      Describes Managed Named



A Responsible Party Resource Description identifies parties (Persons, Families,
                                                                                                                                                                                                                                                                                                                                    View In                   Resource


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                                                                                                                                                  View In                                      View In                                                                                                   View In        View In



Corporate Bodies, etc.) who may (a.) play one or more roles with respect to a
                Viewed As             Viewed As                                     Viewed As                                   Viewed As                                   Viewed As                                                  Viewed As                                    Viewed As                                                 Viewed As




Named Resource, or be the subject of a Named Resource.
                       Contained In
           Fonds                              Series         Contained In                       File                                       Work                                  Expression                                   Manifestation                                                       Item                                Other View

                                                                            Contains                                                   C          D         Expressed As          C          D            Manifest As          C         D               Exemplified By                        C          D
                            Contains
                                                                                                                                                            Expression Of                                Manifestation Of                                 Example Of
                                                                                                                 Contained In                                                                                                                                                               Contains
      Contained In
                                                                                       Contains                                                                                                                                                                                                                         Viewed As

                                                                                                                                                                                                                                                                                                                   Annotation




                                                        Institutionally Managed Find & Navigate Named Resource Description

                                                                                                                                                                              Responsible Party
                                                                   Identifying Authority                                        Resource Aboutness                           Resource Description
                                                                  Resource Description                                          Resource Description

                                                                            Rule                                                       Rule                                        Person

                                                                                                                                                                                Organization
                                                                                                                                                                                 Corporate
                                                                      governed by/                                                                                                 Body
                                                                                                                                   governed by/
                                                                      governor of                                                                                                  Agency
                                                                                                                                   governor of                                                                                         Other Relationship Resource Description
                                                                                                                                                                                    Family

                                                                       Controlled                                                                                                                                               Rule
                                                                      Access Point                                                                                                Corporate                                                     basis for/              Relationship/Rule
                                                                                                                                     Controlled                                     Body                                     Formal Rule        basis of                  Assignment
                                                                        Preferred                                                     Subject
                                                                                                                                                                                      Agency
                                                                                                                                                                                                                            Informal Rule
                                                                         Variant                                                                                                                                                                                    basis for/
                                                                                                                                    basis for/
                                                                                                                                    basis of                                       Other                                                                            basis of
                                                                                                                                                                                  Corporate
                                                                                                                                                                                    Body                                                             Relationship
                                                                                                                                      Subject
                                                                      basis for/                                                                                                                                                              "Name"
                                                                      basis of                                                                                                                                                                "Identifier"
                                                                                                                                      Concept                                       Other
                                                                                                                                                                                 Organization
                                                                      Identification
                                                                                                                                       Event
                                                                            Name                                                                                                Computation


                                                                                                                                      Object                                  Other Responsible
                                                                        Identifier                                                                                                   Party


                                                                                                                                       Place




                                                                                                                                     Resource
                                                                                                                                                                                                                                                                                                  Other Managed
                                                                                                                                                                                                                                                                                                  Find & Navigate
                                                                                                                                                                                                                                                                                                  Named Resource
                                                                                                                                                                                                                                                                                                  Description
The Conceptual Data Model
                                                                                                                                                                                                                                                                                                                                   Described By
     Institutionally Managed Named Resource Description                                                                                                                                                                                                                                                                                                        Institutionally
                                                                                                                                                                                                                                                                                                                                                       Describes Managed Named
                                                                                                                                                                                                                                                                                                                                     View In                   Resource


      View In                                       View In                                             View In                                                                                                              View In
                                                                                                                                                   View In                                      View In                                                                                                   View In        View In




                 Viewed As             Viewed As                                     Viewed As                                   Viewed As                                   Viewed As                                                  Viewed As                                    Viewed As                                                 Viewed As
                        Contained In
            Fonds                              Series         Contained In                       File                                       Work                                  Expression                                   Manifestation                                                       Item                                Other View

                                                                             Contains                                                   C          D         Expressed As          C          D            Manifest As          C         D               Exemplified By                        C          D
                             Contains
                                                                                                                                                             Expression Of                                Manifestation Of                                 Example Of
                                                                                                                  Contained In                                                                                                                                                               Contains
       Contained In
                                                                                        Contains                                                                                                                                                                                                                         Viewed As

                                                                                                                                                                                                                                                                                                                    Annotation




                                                         Institutionally Managed Find & Navigate Named Resource Description

                                                                                                                                                                               Responsible Party
                                                                    Identifying Authority                                        Resource Aboutness                           Resource Description
                                                                   Resource Description                                          Resource Description




An Other Relationship Resource                                               Rule                                                       Rule                                        Person

                                                                                                                                                                                 Organization
                                                                                                                                                                                  Corporate
                                                                       governed by/                                                                                                 Body
                                                                                                                                    governed by/




Description consists of any “other” Type of
                                                                       governor of                                                                                                  Agency
                                                                                                                                    governor of                                                                                         Other Relationship Resource Description
                                                                                                                                                                                     Family

                                                                        Controlled                                                                                                                                               Rule
                                                                       Access Point                                                                                                Corporate                                                     basis for/              Relationship/Rule
                                                                                                                                      Controlled                                     Body                                     Formal Rule        basis of                  Assignment
                                                                                                                                       Subject




relationship that one Named Resource may
                                                                         Preferred
                                                                                                                                                                                       Agency
                                                                                                                                                                                                                             Informal Rule
                                                                          Variant                                                                                                                                                                                    basis for/
                                                                                                                                     basis for/
                                                                                                                                     basis of                                       Other                                                                            basis of
                                                                                                                                                                                   Corporate




have with another Named Resource. At
                                                                                                                                                                                     Body                                                             Relationship
                                                                                                                                       Subject
                                                                       basis for/                                                                                                                                                              "Name"
                                                                       basis of                                                                                                                                                                "Identifier"
                                                                                                                                       Concept                                       Other
                                                                                                                                                                                  Organization
                                                                       Identification




least one relationship (“Creator”) is
                                                                                                                                        Event
                                                                             Name                                                                                                Computation


                                                                                                                                       Object                                  Other Responsible
                                                                         Identifier




required for a Named Resource.
                                                                                                                                                                                     Party


                                                                                                                                        Place




                                                                                                                                      Resource
                                                                                                                                                                                                                                                                                                   Other Managed
                                                                                                                                                                                                                                                                                                   Find & Navigate
                                                                                                                                                                                                                                                                                                   Named Resource
                                                                                                                                                                                                                                                                                                   Description
The Conceptual Data Model
                                                                                                                                                                                                                                                                                                                              Described By
Institutionally Managed Named Resource Description                                                                                                                                                                                                                                                                                                        Institutionally
                                                                                                                                                                                                                                                                                                                                                  Describes Managed Named
                                                                                                                                                                                                                                                                                                                                View In                   Resource


 View In                                       View In                                             View In                                                                                                              View In
                                                                                                                                              View In                                      View In                                                                                                   View In        View In




            Viewed As             Viewed As                                     Viewed As                                   Viewed As                                   Viewed As                                                  Viewed As                                    Viewed As                                                 Viewed As
                   Contained In
       Fonds                              Series         Contained In                       File                                       Work                                  Expression                                   Manifestation                                                       Item                                Other View

                                                                        Contains                                                   C          D         Expressed As          C          D            Manifest As          C         D               Exemplified By                        C          D
                        Contains
                                                                                                                                                        Expression Of                                Manifestation Of                                 Example Of
                                                                                                             Contained In                                                                                                                                                               Contains
  Contained In
                                                                                   Contains                                                                                                                                                                                                                         Viewed As

                                                                                                                                                                                                                                                                                                               Annotation




                                                    Institutionally Managed Find & Navigate Named Resource Description

                                                                                                                                                                          Responsible Party
                                                               Identifying Authority                                        Resource Aboutness                           Resource Description
                                                              Resource Description                                          Resource Description

                                                                        Rule                                                       Rule                                        Person

                                                                                                                                                                            Organization
                                                                                                                                                                             Corporate
                                                                  governed by/                                                                                                 Body
                                                                                                                               governed by/
                                                                  governor of                                                                                                  Agency
                                                                                                                               governor of                                                                                         Other Relationship Resource Description
                                                                                                                                                                                Family

                                                                   Controlled                                                                                                                                               Rule
                                                                  Access Point                                                                                                Corporate                                                     basis for/              Relationship/Rule
                                                                                                                                 Controlled                                     Body                                     Formal Rule        basis of                  Assignment
                                                                    Preferred                                                     Subject
                                                                                                                                                                                  Agency
                                                                                                                                                                                                                        Informal Rule
                                                                     Variant                                                                                                                                                                                    basis for/
                                                                                                                                basis for/
                                                                                                                                basis of                                       Other                                                                            basis of
                                                                                                                                                                              Corporate
                                                                                                                                                                                Body                                                             Relationship
                                                                                                                                  Subject
                                                                  basis for/                                                                                                                                                              "Name"
                                                                  basis of                                                                                                                                                                "Identifier"
                                                                                                                                  Concept                                       Other
                                                                                                                                                                             Organization
                                                                  Identification
                                                                                                                                   Event
                                                                        Name                                                                                                Computation


                                                                                                                                  Object                                  Other Responsible
                                                                    Identifier                                                                                                   Party


                                                                                                                                   Place




                                                                                                                                 Resource
                                                                                                                                                                                                                                                                                              Other Managed
                                                                                                                                                                                                                                                                                              Find & Navigate
                                                                                                                                                                                                                                                                                              Named Resource
                                                                                                                                                                                                                                                                                              Description
The Conceptual Data Model
Managed Named Resource

                                                                                                                                                                                                                                                                                                                                               Described By
        Institutionally Managed Named Resource Description                                                                                                                                                                                                                                                                                                                 Institutionally
                                                                                                                                                                                                                                                                                                                                                                   Describes Managed Named
                                                                                                                                                                                                                                                                                                                                                 View In                   Resource


          View In                                      View In                                             View In                                                                                                                      View In
                                                                                                                                                        View In                                            View In                                                                                                    View In        View In




                    Viewed As             Viewed As                                     Viewed As                                     Viewed As                                       Viewed As                                                    Viewed As                                     Viewed As                                                 Viewed As
                           Contained In
                Fonds                             Series         Contained In                       File                                         Work                                        Expression                                   Manifestation                                                        Item                                Other View

                                                                                Contains                                                     C          D         Expressed As               C             D          Manifest As          C         D                  Exemplified By                      C          D
                                Contains
                                                                                                                                                                  Expression Of                                      Manifestation Of                                    Example Of
                                                                                                                     Contained In                                                                                                                                                                        Contains
          Contained In
                                                                                           Contains                                                                                                                                                                                                                                  Viewed As

                                                                                                                                                                                                                                                                                                                                Annotation




                                                              Institutionally Managed Find & Navigate Named Resource Description

                                                                                                                                                                                         Responsible Party
                                                                       Identifying Authority                                         Resource Aboutness                                 Resource Description
                                                                      Resource Description                                           Resource Description

                                                                                Rule                                                         Rule                                                Person

                                                                                                                                                                                            Organization
                                                                                                                                                                                             Corporate
                                                                          governed by/                                                                                                         Body
                                                                                                                                         governed by/
                                                                          governor of                                                                                                            Agency
                                                                                                                                         governor of                                                                                               Other Relationship Resource Description
                                                                                                                                                                                                  Family

                                                                           Controlled                                                                                                                                                       Rule
                                                                          Access Point                                                                                                       Corporate                                                       basis for/              Relationship/Rule
                                                                                                                                          Controlled                                           Body                                      Formal Rule         basis of                  Assignment
                                                                            Preferred                                                      Subject
                                                                                                                                                                                                  Agency
                                                                                                                                                                                                                                        Informal Rule
                                                                             Variant                                                                                                                                                                                             basis for/
                                                                                                                                         basis for/
                                                                                                                                         basis of                                                 Other                                                                          basis of
                                                                                                                                                                                                 Corporate
                                                                                                                                                                                                   Body                                                           Relationship
                                                                                                                                           Subject
                                                                          basis for/                                                                                                                                                                       "Name"
                                                                          basis of                                                                                                                                                                         "Identifier"
                                                                                                                                           Concept                                             Other
                                                                                                                                                                                            Organization
                                                                          Identification
                                                                                                                                                                                                                                                                          Has
                                                Known By                                                                                    Event                                                                                                                         Relationship
                                                                                Name                                                                                                        Computation


                                                Assigned                                                                                    Object                 The                   Other Responsible
                                                                            Identifier                                                                                                          Party
                                                                                                                                                                   Subject Of


                                                                                                                                            Place




                                                                                                                                          Resource
                                                                                                                                                                                                                                                                                                               Other Managed
                                                                                                                                                                                                                                                                                                               Find & Navigate
                                                                                                                                                                                                                                                                                                               Named Resource
                                                                                                                                                                                                                                                         In                                                    Description
                                                                                                                                                                                                                                                         Relationship

                                                                                                                                                                   As Subject

                                                              Institutionally Managed Find & Navigate Named Resource Assignment
                                                Identifying                                                                         Relationship                                  Relationship
                                                                  Institutionally Managed                                                            Institutionally Managed                                                                        Institutionally Managed                                    Other Managed
                                                                                                                                           From                                   To
                                                                  Named Resource Identifier                                                           Named Resource Subject                                                                         Named Resource                                             Named Resource                                             Other Managed
                                                                  & Name Assignment                                                                  Assignment                                                                                     Relationship Assignment                                    Assignment                                                 Named Resource
                                                  Naming
The Conceptual Data Model
Managed Named Resource

                                                                                                                                                                                                                                                                                                                                               Described By
        Institutionally Managed Named Resource Description                                                                                                                                                                                                                                                                                                                 Institutionally
                                                                                                                                                                                                                                                                                                                                                                   Describes Managed Named
                                                                                                                                                                                                                                                                                                                                                 View In                   Resource


          View In                                      View In                                             View In                                                                                                                      View In
                                                                                                                                                        View In                                            View In                                                                                                    View In        View In




                    Viewed As             Viewed As                                     Viewed As                                     Viewed As                                       Viewed As                                                    Viewed As                                     Viewed As                                                 Viewed As
                           Contained In
                Fonds                             Series         Contained In                       File                                         Work                                        Expression                                   Manifestation                                                        Item                                Other View

                                                                                Contains                                                     C          D         Expressed As               C             D          Manifest As          C         D                  Exemplified By                      C          D
                                Contains



                                                      A Managed Named Resource is a Named Resource
                                                                                                                                                                  Expression Of                                      Manifestation Of                                    Example Of
                                                                                                                     Contained In                                                                                                                                                                        Contains
          Contained In
                                                                                           Contains                                                                                                                                                                                                                                  Viewed As

                                                                                                                                                                                                                                                                                                                                Annotation




                                                      that is managed (ID’d, named, described, etc.) by one
                                                      or more Responsible Parties playing one or more
                                                              Institutionally Managed Find & Navigate Named Resource Description



                                                      Roles such as “Creator,” “Cataloger,” “Curator,”
                                                                       Identifying Authority
                                                                      Resource Description

                                                                                Rule
                                                                                                                                     Resource Aboutness
                                                                                                                                     Resource Description

                                                                                                                                             Rule
                                                                                                                                                                                         Responsible Party
                                                                                                                                                                                        Resource Description


                                                                                                                                                                                                 Person




                                                      “Repository,” etc.
                                                                                                                                                                                            Organization
                                                                                                                                                                                             Corporate
                                                                          governed by/                                                                                                         Body
                                                                                                                                         governed by/
                                                                          governor of                                                                                                            Agency
                                                                                                                                         governor of                                                                                               Other Relationship Resource Description
                                                                                                                                                                                                  Family

                                                                           Controlled                                                                                                                                                       Rule
                                                                          Access Point                                                                                                       Corporate                                                       basis for/              Relationship/Rule
                                                                                                                                          Controlled                                           Body                                      Formal Rule         basis of                  Assignment
                                                                            Preferred                                                      Subject
                                                                                                                                                                                                  Agency
                                                                                                                                                                                                                                        Informal Rule
                                                                             Variant                                                                                                                                                                                             basis for/
                                                                                                                                         basis for/
                                                                                                                                         basis of                                                 Other                                                                          basis of
                                                                                                                                                                                                 Corporate
                                                                                                                                                                                                   Body                                                           Relationship
                                                                                                                                           Subject
                                                                          basis for/                                                                                                                                                                       "Name"
                                                                          basis of                                                                                                                                                                         "Identifier"
                                                                                                                                           Concept                                             Other
                                                                                                                                                                                            Organization
                                                                          Identification
                                                                                                                                                                                                                                                                          Has
                                                Known By                                                                                    Event                                                                                                                         Relationship
                                                                                Name                                                                                                        Computation


                                                Assigned                                                                                    Object                 The                   Other Responsible
                                                                            Identifier                                                                                                          Party
                                                                                                                                                                   Subject Of


                                                                                                                                            Place




                                                                                                                                          Resource
                                                                                                                                                                                                                                                                                                               Other Managed
                                                                                                                                                                                                                                                                                                               Find & Navigate
                                                                                                                                                                                                                                                                                                               Named Resource
                                                                                                                                                                                                                                                         In                                                    Description
                                                                                                                                                                                                                                                         Relationship

                                                                                                                                                                   As Subject

                                                              Institutionally Managed Find & Navigate Named Resource Assignment
                                                Identifying                                                                         Relationship                                  Relationship
                                                                  Institutionally Managed                                                            Institutionally Managed                                                                        Institutionally Managed                                    Other Managed
                                                                                                                                           From                                   To
                                                                  Named Resource Identifier                                                           Named Resource Subject                                                                         Named Resource                                             Named Resource                                             Other Managed
                                                                  & Name Assignment                                                                  Assignment                                                                                     Relationship Assignment                                    Assignment                                                 Named Resource
                                                  Naming
The Conceptual Data Model
This Resource
   Managed Named Resource

                                                                                                                                                                                                                                                                                                                                                  Described By
           Institutionally Managed Named Resource Description                                                                                                                                                                                                                                                                                                                 Institutionally
                                                                                                                                                                                                                                                                                                                                                                      Describes Managed Named




assignment
                                                                                                                                                                                                                                                                                                                                                    View In                   Resource


             View In                                      View In                                             View In                                                                                                                      View In
                                                                                                                                                           View In                                            View In                                                                                                    View In        View In




grouping collects      Viewed As

                   Fonds
                              Contained In
                                             Viewed As

                                                     Series         Contained In
                                                                                           Viewed As

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all of the link
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information made
possible by                                                      Institutionally Managed Find & Navigate Named Resource Description




institutionally
                                                                                                                                                                                            Responsible Party
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                                                                                                                                                                                               Organization
                                                                                                                                                                                                Corporate




managed reference
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                                                                                                                                             Controlled                                           Body                                      Formal Rule         basis of




data.
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                                                                     & Name Assignment                                                                  Assignment                                                                                     Relationship Assignment                                    Assignment                                                 Named Resource
                                                     Naming
The Conceptual Data Model
Grouping Resource
   Managed Named Resource

                                                                                                                                                                                                                                                                                                                                                  Described By
           Institutionally Managed Named Resource Description                                                                                                                                                                                                                                                                                                                 Institutionally
                                                                                                                                                                                                                                                                                                                                                                      Describes Managed Named




assignments like this
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makes it possible to   Viewed As

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update and delete)
ID’s, names, parties-                                            Institutionally Managed Find & Navigate Named Resource Description




in-roles, and
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                                                                                                                                                                                                Corporate




relationships without
                                                                             governed by/                                                                                                         Body
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of any Resource.
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                                                                 Institutionally Managed Find & Navigate Named Resource Assignment
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                                                                     Named Resource Identifier                                                           Named Resource Subject                                                                         Named Resource                                             Named Resource                                             Other Managed
                                                                     & Name Assignment                                                                  Assignment                                                                                     Relationship Assignment                                    Assignment                                                 Named Resource
                                                     Naming
The Conceptual Data Model
Notice that two of
   Managed Named Resource

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           Institutionally Managed Named Resource Description                                                                                                                                                                                                                                                                                                                 Institutionally
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these
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Institutionally        Viewed As

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Managed Named
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                                                                                                                                                                                                                                                                                                                                   Annotation




Resource
Assignments are                                                  Institutionally Managed Find & Navigate Named Resource Description




applied to an even
                                                                                                                                                                                            Responsible Party
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                                                                         Resource Description                                           Resource Description

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                                                                                                                                                                                                Corporate




simpler type of
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                                                                                                                                             Controlled                                           Body                                      Formal Rule         basis of




resource than the
                                                                                                                                                                                                                                                                                          Assignment
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Managed Named
                                                                                                                                                                                                      Body                                                           Relationship
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                                                                                                                                                                                                                                                            Relationship

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                                                                 Institutionally Managed Find & Navigate Named Resource Assignment
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                                                                     & Name Assignment                                                                  Assignment                                                                                     Relationship Assignment                                    Assignment                                                 Named Resource
                                                     Naming
The Conceptual Data Model
This indicates that
   Managed Named Resource

                                                                                                                                                                                                                                                                                                                                                  Described By
           Institutionally Managed Named Resource Description                                                                                                                                                                                                                                                                                                                 Institutionally
                                                                                                                                                                                                                                                                                                                                                                      Describes Managed Named




identifier, subject
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heading,               Viewed As

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responsible party,
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                                                                                                                                                                                            Responsible Party
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institutions but are
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                                                                                                                                            governed by/
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                                                                                                                                                                                                     Family

                                                                              Controlled                                                                                                                                                       Rule
                                                                             Access Point                                                                                                       Corporate                                                       basis for/              Relationship/Rule
                                                                                                                                             Controlled                                           Body                                      Formal Rule         basis of




useable by any
                                                                                                                                                                                                                                                                                          Assignment
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non-institutional
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                                                                                                                                              Subject
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                                                                                                                                                                                                                                                                                                                  Named Resource
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                                                                                                                                                                                                                                                            Relationship

                                                                                                                                                                      As Subject

                                                                 Institutionally Managed Find & Navigate Named Resource Assignment
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                                                                                                                                              From                                   To
                                                                     Named Resource Identifier                                                           Named Resource Subject                                                                         Named Resource                                             Named Resource                                             Other Managed
                                                                     & Name Assignment                                                                  Assignment                                                                                     Relationship Assignment                                    Assignment                                                 Named Resource
                                                     Naming
The Conceptual Data Model
Managed Named Resource

                                                                                                                                                                                                                                                                                                                                               Described By
        Institutionally Managed Named Resource Description                                                                                                                                                                                                                                                                                                                 Institutionally
                                                                                                                                                                                                                                                                                                                                                                   Describes Managed Named
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                                                              Institutionally Managed Find & Navigate Named Resource Description

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                                                                                                                                                                                            Organization
                                                                                                                                                                                             Corporate
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                                                                           Controlled                                                                                                                                                       Rule
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                                                                                                                                          Controlled                                           Body                                      Formal Rule         basis of                  Assignment
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                                                                                                                                         basis for/
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                                                                                                                                                                                                   Body                                                           Relationship
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                                                                                Name                                                                                                        Computation


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                                                                                                                                                                                                                                                                                                               Find & Navigate
                                                                                                                                                                                                                                                                                                               Named Resource
                                                                                                                                                                                                                                                         In                                                    Description
                                                                                                                                                                                                                                                         Relationship

                                                                                                                                                                   As Subject

                                                              Institutionally Managed Find & Navigate Named Resource Assignment
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                                                                  Institutionally Managed                                                            Institutionally Managed                                                                        Institutionally Managed                                    Other Managed
                                                                                                                                           From                                   To
                                                                  Named Resource Identifier                                                           Named Resource Subject                                                                         Named Resource                                             Named Resource                                             Other Managed
                                                                  & Name Assignment                                                                  Assignment                                                                                     Relationship Assignment                                    Assignment                                                 Named Resource
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Named Resource
       Managed Named Resource

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                 Institutionally Managed Named Resource Description                                                                                                                                                                                                                                                                                                                                      Institutionally
                                                                                                                                                                                                                                                                                                                                                                                                 Describes Managed Named
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                                                                                                                                                                                                                                                                                                                                                         Annotation




                                                                       Institutionally Managed Find & Navigate Named Resource Description

                                                                                                                                                                                                  Responsible Party
                                                                                Identifying Authority                                         Resource Aboutness                                 Resource Description
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                                                                                                                                                                                                     Organization
                                                                                                                                                                                                      Corporate
                                                                                   governed by/                                                                                                         Body
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                                                                                         Name                                                                                                        Computation


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                                                                                                                                                                                                                                                                                                                                     Find & Navigate
                                                                                                                                                                                                                                                                                                                                     Named Resource
                                                                                                                                                                                                                                                                             In                                                      Description
                                                                                                                                                                                                                                                                             Relationship

                                                                                                                                                                                                                                                                                                                                                                                                                                      Part Of
                                                                                                                                                                            As Subject

                                                                       Institutionally Managed Find & Navigate Named Resource Assignment
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                                                                                                                                                    From                                   To
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                                                                           & Name Assignment                                                                  Assignment                                                                                                Relationship Assignment                                      Assignment                                                         Named Resource                Has Part
                                                           Naming




                                                                                                                                                                                                                                                                                                                                                                                                                        Other Named
                                                                                                              Identifies                                                                                                                                                                                                         Relating                                                                                Resource
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                                                                                                             Or Names                                                                                                                            From                                                                           To


                                                                                                                                                                                                                                                                                                                                                                      Type Of




                                                                                                                                                                                                                                                                                                                            Has Subtype                                            Of Type

                                                                                                                                                                                                                                                                                                                             Type
                                                                                                                                                                                                                                                                                                                                                  Relationship Type
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                                                                                                                                                                                                                                                                                                                                 Other Type                                                     Role          Subject
                                                                                                                                                                                                                                                                                                                  Subtype                             Relationship         Rule Type
                                                                                                                                                                                                                                                                                                                  Of
Named Resource
       Managed Named Resource

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                 Institutionally Managed Named Resource Description                                                                                                                                                                                                                                                                                                                                      Institutionally
                                                                                                                                                                                                                                                                                                                                                                                                 Describes Managed Named
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                  View In                                       View In                                             View In                                                                                                                                 View In
                                                                                                                                                                 View In                                            View In                                                                                                                 View In             View In




                             Viewed As             Viewed As                                     Viewed As                                     Viewed As                                       Viewed As                                                               Viewed As                                       Viewed As                                                         Viewed As
                                    Contained In
                        Fonds                              Series         Contained In                       File                                         Work                                        Expression                                              Manifestation                                                          Item                                      Other View

                                                                                         Contains                                                     C          D         Expressed As               C             D          Manifest As                     C         D                  Exemplified By                        C          D
                                         Contains
                                                                                                                                                                           Expression Of                                      Manifestation Of                                               Example Of
                                                                                                                              Contained In                                                                                                                                                                                     Contains
                   Contained In
                                                                                                    Contains                                                                                                                                                                                                                                                   Viewed As

                                                                                                                                                                                                                                                                                                                                                         Annotation




                                             A
                                   Named Resource is a Resource that must be of one or more
                                                                       Institutionally Managed Find & Navigate Named Resource Description

                                                                                Identifying Authority
                                                                               Resource Description
                                                                                                                                              Resource Aboutness
                                                                                                                                              Resource Description
                                                                                                                                                                                                  Responsible Party
                                                                                                                                                                                                 Resource Description




                                   Types.                                                Rule                                                         Rule                                                Person

                                                                                                                                                                                                     Organization
                                                                                                                                                                                                      Corporate
                                                                                   governed by/                                                                                                         Body
                                                                                                                                                  governed by/
                                                                                   governor of                                                                                                            Agency
                                                                                                                                                  governor of                                                                                                          Other Relationship Resource Description
                                                                                                                                                                                                           Family

                                                                                    Controlled                                                                                                                                                                  Rule
                                                                                   Access Point                                                                                                       Corporate                                                                  basis for/              Relationship/Rule
                                                                                                                                                   Controlled                                           Body                                                 Formal Rule         basis of                  Assignment
                                                                                     Preferred                                                      Subject




                                   A Named Resource may be composed of one or more other
                                                                                                                                                                                                           Agency
                                                                                                                                                                                                                                                            Informal Rule
                                                                                      Variant                                                                                                                                                                                                        basis for/
                                                                                                                                                  basis for/
                                                                                                                                                  basis of                                                 Other                                                                                     basis of
                                                                                                                                                                                                          Corporate
                                                                                                                                                                                                            Body                                                                      Relationship
                                                                                                                                                    Subject




                                   Named Resources.
                                                                                   basis for/                                                                                                                                                                                  "Name"
                                                                                   basis of                                                                                                                                                                                    "Identifier"
                                                                                                                                                    Concept                                             Other
                                                                                                                                                                                                     Organization
                                                                                   Identification
                                                                                                                                                                                                                                                                                              Has
                                                         Known By                                                                                    Event                                                                                                                                    Relationship
                                                                                         Name                                                                                                        Computation


                                                         Assigned                                                                                    Object                 The                   Other Responsible
                                                                                     Identifier                                                                                                          Party
                                                                                                                                                                            Subject Of




                                   A Type may be differentiated into one or more Subtypes.
                                                                                                                                                     Place




                                                                                                                                                   Resource
                                                                                                                                                                                                                                                                                                                                     Other Managed
                                                                                                                                                                                                                                                                                                                                     Find & Navigate
                                                                                                                                                                                                                                                                                                                                     Named Resource
                                                                                                                                                                                                                                                                             In                                                      Description
                                                                                                                                                                                                                                                                             Relationship

                                                                                                                                                                                                                                                                                                                                                                                                                                      Part Of
                                                                                                                                                                            As Subject

                                                                       Institutionally Managed Find & Navigate Named Resource Assignment
                                                         Identifying                                                                         Relationship                                  Relationship
                                                                           Institutionally Managed                     Assigned                               Institutionally Managed                                                                                   Institutionally Managed                                      Other Managed
                                                                                                                                                    From                                   To
                                                                           Named Resource Identifier                                                           Named Resource Subject                                                                                    Named Resource                                               Named Resource                                                     Other Managed
                                                                           & Name Assignment                                                                  Assignment                                                                                                Relationship Assignment                                      Assignment                                                         Named Resource                Has Part
                                                           Naming




                                                                                                                                                                                                                                                                                                                                                                                                                        Other Named
                                                                                                              Identifies                                                                                                                                                                                                         Relating                                                                                Resource
                                                                                                                                                                                                                                                 Relating
                                                                                                             Or Names                                                                                                                            From                                                                           To


                                                                                                                                                                                                                                                                                                                                                                      Type Of




                                                                                                                                                                                                                                                                                                                            Has Subtype                                            Of Type

                                                                                                                                                                                                                                                                                                                             Type




                                                                                                                               Types of Types are here
                                                                                                                                                                                                                                                                                                                                                  Relationship Type
                                                                                                                                                                                                                                                                                                                                                         Other            Relationship
                                                                                                                                                                                                                                                                                                                                 Other Type                                                     Role          Subject
                                                                                                                                                                                                                                                                                                                  Subtype                             Relationship         Rule Type
                                                                                                                                                                                                                                                                                                                  Of
Identifier, names and creator information are the most basic Resource
Named Resource
       Managed Named Resource

                                                                                                                                                                                                                                                                                                                                                                          Described By
                 Institutionally Managed Named Resource Description                                                                                                                                                                                                                                                                                                                                      Institutionally


  characteristics that can be assigned, and appear at this very general level.
                                                                                                                                                                                                                                                                                                                                                                                                 Describes Managed Named
                                                                                                                                                                                                                                                                                                                                                                            View In                      Resource


                  View In                                       View In                                             View In                                                                                                                                 View In
                                                                                                                                                                 View In                                            View In                                                                                                                 View In             View In




                             Viewed As             Viewed As                                     Viewed As



  Assigning an identifier to a Resource makes it uniquely distinguishable from
                                                                                                                                               Viewed As                                       Viewed As                                                               Viewed As                                       Viewed As                                                         Viewed As
                                    Contained In
                        Fonds                              Series         Contained In                       File                                         Work                                        Expression                                              Manifestation                                                          Item                                      Other View

                                                                                         Contains                                                     C          D         Expressed As               C             D          Manifest As                     C         D                  Exemplified By                        C          D
                                         Contains
                                                                                                                                                                           Expression Of                                      Manifestation Of                                               Example Of




  other Resources. Assigning an name to a Resource renders it discoverable (but
                                                                                                                              Contained In                                                                                                                                                                                     Contains
                   Contained In
                                                                                                    Contains                                                                                                                                                                                                                                                   Viewed As

                                                                                                                                                                                                                                                                                                                                                         Annotation




  not necessarily uniquely) with a text-based search.
                                                                       Institutionally Managed Find & Navigate Named Resource Description



  Business Rules for this data model deliberately limit Responsible Party-in-role
                                                                                Identifying Authority
                                                                               Resource Description

                                                                                         Rule
                                                                                                                                              Resource Aboutness
                                                                                                                                              Resource Description

                                                                                                                                                      Rule
                                                                                                                                                                                                  Responsible Party
                                                                                                                                                                                                 Resource Description


                                                                                                                                                                                                          Person




  assignments for a Named Resource to a “Creator” role only. This follows from a   governed by/
                                                                                   governor of
                                                                                                                                                  governed by/
                                                                                                                                                  governor of
                                                                                                                                                                                                     Organization
                                                                                                                                                                                                      Corporate
                                                                                                                                                                                                        Body
                                                                                                                                                                                                          Agency
                                                                                                                                                                                                           Family                                                      Other Relationship Resource Description




  design assertion that “someone” who assigns more than a “Creator” role to a
                                                                                    Controlled                                                                                                                                                                  Rule
                                                                                   Access Point                                                                                                       Corporate                                                                  basis for/              Relationship/Rule
                                                                                                                                                   Controlled                                           Body                                                 Formal Rule         basis of                  Assignment
                                                                                     Preferred                                                      Subject
                                                                                                                                                                                                           Agency




  Resource is either managing that Resource or knows someone who is.
                                                                                                                                                                                                                                                            Informal Rule
                                                                                      Variant                                                                                                                                                                                                        basis for/
                                                                                                                                                  basis for/
                                                                                                                                                  basis of                                                 Other                                                                                     basis of
                                                                                                                                                                                                          Corporate
                                                                                                                                                                                                            Body                                                                      Relationship
                                                                                                                                                    Subject
                                                                                   basis for/                                                                                                                                                                                  "Name"
                                                                                   basis of                                                                                                                                                                                    "Identifier"
                                                                                                                                                    Concept                                             Other
                                                                                                                                                                                                     Organization
                                                                                   Identification
                                                                                                                                                                                                                                                                                              Has
                                                         Known By                                                                                    Event                                                                                                                                    Relationship
                                                                                         Name                                                                                                        Computation




  Additional roles can be assigned, from the Managed Named Resources level on
                                                         Assigned
                                                                                     Identifier
                                                                                                                                                     Object                 The
                                                                                                                                                                            Subject Of
                                                                                                                                                                                                  Other Responsible
                                                                                                                                                                                                        Party




  down.
                                                                                                                                                     Place




                                                                                                                                                   Resource
                                                                                                                                                                                                                                                                                                                                     Other Managed
                                                                                                                                                                                                                                                                                                                                     Find & Navigate
                                                                                                                                                                                                                                                                                                                                     Named Resource
                                                                                                                                                                                                                                                                             In                                                      Description
                                                                                                                                                                                                                                                                             Relationship

                                                                                                                                                                                                                                                                                                                                                                                                                                      Part Of
                                                                                                                                                                            As Subject

                                                                       Institutionally Managed Find & Navigate Named Resource Assignment
                                                         Identifying                                                                         Relationship                                  Relationship
                                                                           Institutionally Managed                     Assigned                               Institutionally Managed                                                                                   Institutionally Managed                                      Other Managed
                                                                                                                                                    From                                   To
                                                                           Named Resource Identifier                                                           Named Resource Subject                                                                                    Named Resource                                               Named Resource                                                     Other Managed
                                                                           & Name Assignment                                                                  Assignment                                                                                                Relationship Assignment                                      Assignment                                                         Named Resource                Has Part
                                                           Naming




                                                                                                                                                                                                                                                                                                                                                                                                                        Other Named
                                                                                                              Identifies                                                                                                                                                                                                         Relating                                                                                Resource
                                                                                                                                                                                                                                                 Relating
                                                                                                             Or Names                                                                                                                            From                                                                           To


                                                                                                                                                                                                                                                                                                                                                                      Type Of




                                                                                                                                                                                                                                                                                                                            Has Subtype                                            Of Type

                                                                                                                                                                                                                                                                                                                             Type
                                                                                                                                                                                                                                                                                                                                                  Relationship Type
                                                                                                                                                                                                                                                                                                                                                         Other            Relationship
                                                                                                                                                                                                                                                                                                                                 Other Type                                                     Role          Subject
                                                                                                                                                                                                                                                                                                                  Subtype                             Relationship         Rule Type
                                                                                                                                                                                                                                                                                                                  Of
Named Resource
       Managed Named Resource

                                                                                                                                                                                                                                                                                                                                                                          Described By
                 Institutionally Managed Named Resource Description                                                                                                                                                                                                                                                                                                                                      Institutionally
                                                                                                                                                                                                                                                                                                                                                                                                 Describes Managed Named
                                                                                                                                                                                                                                                                                                                                                                            View In                      Resource


                  View In                                       View In                                             View In                                                                                                                                 View In
                                                                                                                                                                 View In                                            View In                                                                                                                 View In             View In




                             Viewed As             Viewed As                                     Viewed As                                     Viewed As                                       Viewed As                                                               Viewed As                                       Viewed As                                                         Viewed As
                                    Contained In
                        Fonds                              Series         Contained In                       File                                         Work                                        Expression                                              Manifestation                                                          Item                                      Other View

                                                                                         Contains                                                     C          D         Expressed As               C             D          Manifest As                     C         D                  Exemplified By                        C          D
                                         Contains
                                                                                                                                                                           Expression Of                                      Manifestation Of                                               Example Of
                                                                                                                              Contained In                                                                                                                                                                                     Contains
                   Contained In
                                                                                                    Contains                                                                                                                                                                                                                                                   Viewed As

                                                                                                                                                                                                                                                                                                                                                         Annotation




                                                                       Institutionally Managed Find & Navigate Named Resource Description

                                                                                                                                                                                                  Responsible Party
                                                                                Identifying Authority                                         Resource Aboutness                                 Resource Description
                                                                               Resource Description                                           Resource Description

                                                                                         Rule                                                         Rule                                                Person

                                                                                                                                                                                                     Organization
                                                                                                                                                                                                      Corporate
                                                                                   governed by/                                                                                                         Body
                                                                                                                                                  governed by/
                                                                                   governor of                                                                                                            Agency
                                                                                                                                                  governor of                                                                                                          Other Relationship Resource Description
                                                                                                                                                                                                           Family

                                                                                    Controlled                                                                                                                                                                  Rule
                                                                                   Access Point                                                                                                       Corporate                                                                  basis for/              Relationship/Rule
                                                                                                                                                   Controlled                                           Body                                                 Formal Rule         basis of                  Assignment
                                                                                     Preferred                                                      Subject
                                                                                                                                                                                                           Agency
                                                                                                                                                                                                                                                            Informal Rule
                                                                                      Variant                                                                                                                                                                                                        basis for/
                                                                                                                                                  basis for/
                                                                                                                                                  basis of                                                 Other                                                                                     basis of
                                                                                                                                                                                                          Corporate
                                                                                                                                                                                                            Body                                                                      Relationship
                                                                                                                                                    Subject
                                                                                   basis for/                                                                                                                                                                                  "Name"
                                                                                   basis of                                                                                                                                                                                    "Identifier"
                                                                                                                                                    Concept                                             Other
                                                                                                                                                                                                     Organization
                                                                                   Identification
                                                                                                                                                                                                                                                                                              Has
                                                         Known By



                          Finally(!), allowing a Named Resource to be composed of
                                                                                                                                                     Event                                                                                                                                    Relationship
                                                                                         Name                                                                                                        Computation


                                                         Assigned                                                                                    Object                 The                   Other Responsible
                                                                                     Identifier                                                                                                          Party
                                                                                                                                                                            Subject Of




  one or more Named Resources follows a conceptual data modeling convention                                                                          Place




  for entities that may be composed of parts (that may be composed of parts...).
                                                                                                                                                   Resource
                                                                                                                                                                                                                                                                                                                                     Other Managed
                                                                                                                                                                                                                                                                                                                                     Find & Navigate
                                                                                                                                                                                                                                                                                                                                     Named Resource
                                                                                                                                                                                                                                                                             In                                                      Description




  Business Rules limit its use to theoretically relevant situations.
                                                                                                                                                                                                                                                                             Relationship

                                                                                                                                                                                                                                                                                                                                                                                                                                      Part Of
                                                                                                                                                                            As Subject

                                                                       Institutionally Managed Find & Navigate Named Resource Assignment
                                                         Identifying                                                                         Relationship                                  Relationship
                                                                           Institutionally Managed                     Assigned                               Institutionally Managed                                                                                   Institutionally Managed                                      Other Managed
                                                                                                                                                    From                                   To
                                                                           Named Resource Identifier                                                           Named Resource Subject                                                                                    Named Resource                                               Named Resource                                                     Other Managed
                                                                           & Name Assignment                                                                  Assignment                                                                                                Relationship Assignment                                      Assignment                                                         Named Resource                Has Part
                                                           Naming




                                                                                                                                                                                                                                                                                                                                                                                                                        Other Named
                                                                                                              Identifies                                                                                                                                                                                                         Relating                                                                                Resource
                                                                                                                                                                                                                                                 Relating
                                                                                                             Or Names                                                                                                                            From                                                                           To


                                                                                                                                                                                                                                                                                                                                                                      Type Of




                                                                                                                                                                                                                                                                                                                            Has Subtype                                            Of Type

                                                                                                                                                                                                                                                                                                                             Type
                                                                                                                                                                                                                                                                                                                                                  Relationship Type
                                                                                                                                                                                                                                                                                                                                                         Other            Relationship
                                                                                                                                                                                                                                                                                                                                 Other Type                                                     Role          Subject
                                                                                                                                                                                                                                                                                                                  Subtype                             Relationship         Rule Type
                                                                                                                                                                                                                                                                                                                  Of
Named Resource
       Managed Named Resource

                                                                                                                                                                                                                                                                                                                                                                          Described By
                 Institutionally Managed Named Resource Description                                                                                                                                                                                                                                                                                                                                      Institutionally
                                                                                                                                                                                                                                                                                                                                                                                                 Describes Managed Named
                                                                                                                                                                                                                                                                                                                                                                            View In                      Resource


                  View In                                       View In                                             View In                                                                                                                                 View In
                                                                                                                                                                 View In                                            View In                                                                                                                 View In             View In




                             Viewed As             Viewed As                                     Viewed As                                     Viewed As                                       Viewed As                                                               Viewed As                                       Viewed As                                                         Viewed As
                                    Contained In
                        Fonds                              Series         Contained In                       File                                         Work                                        Expression                                              Manifestation                                                          Item                                      Other View

                                                                                         Contains                                                     C          D         Expressed As               C             D          Manifest As                     C         D                  Exemplified By                        C          D
                                         Contains
                                                                                                                                                                           Expression Of                                      Manifestation Of                                               Example Of
                                                                                                                              Contained In                                                                                                                                                                                     Contains
                   Contained In
                                                                                                    Contains                                                                                                                                                                                                                                                   Viewed As

                                                                                                                                                                                                                                                                                                                                                         Annotation




                                                                       Institutionally Managed Find & Navigate Named Resource Description

                                                                                                                                                                                                  Responsible Party
                                                                                Identifying Authority                                         Resource Aboutness                                 Resource Description
                                                                               Resource Description                                           Resource Description

                                                                                         Rule                                                         Rule                                                Person

                                                                                                                                                                                                     Organization
                                                                                                                                                                                                      Corporate
                                                                                   governed by/                                                                                                         Body
                                                                                                                                                  governed by/
                                                                                   governor of                                                                                                            Agency
                                                                                                                                                  governor of                                                                                                          Other Relationship Resource Description
                                                                                                                                                                                                           Family

                                                                                    Controlled                                                                                                                                                                  Rule
                                                                                   Access Point                                                                                                       Corporate                                                                  basis for/              Relationship/Rule
                                                                                                                                                   Controlled                                           Body                                                 Formal Rule         basis of                  Assignment
                                                                                     Preferred                                                      Subject
                                                                                                                                                                                                           Agency
                                                                                                                                                                                                                                                            Informal Rule
                                                                                      Variant                                                                                                                                                                                                        basis for/
                                                                                                                                                  basis for/
                                                                                                                                                  basis of                                                 Other                                                                                     basis of
                                                                                                                                                                                                          Corporate
                                                                                                                                                                                                            Body                                                                      Relationship
                                                                                                                                                    Subject
                                                                                   basis for/                                                                                                                                                                                  "Name"
                                                                                   basis of                                                                                                                                                                                    "Identifier"
                                                                                                                                                    Concept                                             Other
                                                                                                                                                                                                     Organization
                                                                                   Identification
                                                                                                                                                                                                                                                                                              Has
                                                         Known By                                                                                    Event                                                                                                                                    Relationship
                                                                                         Name                                                                                                        Computation


                                                         Assigned                                                                                    Object                 The                   Other Responsible
                                                                                     Identifier                                                                                                          Party
                                                                                                                                                                            Subject Of


                                                                                                                                                     Place




                                                                                                                                                   Resource
                                                                                                                                                                                                                                                                                                                                     Other Managed
                                                                                                                                                                                                                                                                                                                                     Find & Navigate
                                                                                                                                                                                                                                                                                                                                     Named Resource
                                                                                                                                                                                                                                                                             In                                                      Description
                                                                                                                                                                                                                                                                             Relationship

                                                                                                                                                                                                                                                                                                                                                                                                                                      Part Of
                                                                                                                                                                            As Subject

                                                                       Institutionally Managed Find & Navigate Named Resource Assignment
                                                         Identifying                                                                         Relationship                                  Relationship
                                                                           Institutionally Managed                     Assigned                               Institutionally Managed                                                                                   Institutionally Managed                                      Other Managed
                                                                                                                                                    From                                   To
                                                                           Named Resource Identifier                                                           Named Resource Subject                                                                                    Named Resource                                               Named Resource                                                     Other Managed
                                                                           & Name Assignment                                                                  Assignment                                                                                                Relationship Assignment                                      Assignment                                                         Named Resource                Has Part
                                                           Naming




                                                                                                                                                                                                                                                                                                                                                                                                                        Other Named
                                                                                                              Identifies                                                                                                                                                                                                         Relating                                                                                Resource
                                                                                                                                                                                                                                                 Relating
                                                                                                             Or Names                                                                                                                            From                                                                           To


                                                                                                                                                                                                                                                                                                                                                                      Type Of




                                                                                                                                                                                                                                                                                                                            Has Subtype                                            Of Type

                                                                                                                                                                                                                                                                                                                             Type
                                                                                                                                                                                                                                                                                                                                                  Relationship Type
                                                                                                                                                                                                                                                                                                                                                         Other            Relationship
                                                                                                                                                                                                                                                                                                                                 Other Type                                                     Role          Subject
                                                                                                                                                                                                                                                                                                                  Subtype                             Relationship         Rule Type
                                                                                                                                                                                                                                                                                                                  Of
The Role of Conceptual Data Modeling
    In Cultural Heritage Institutions
• Definitions
  – Conceptual, Logical, Physical, General
• About data modeling
  – Modeling process, model, modeler
• Data models as “Paper Tools”
  – Efficient reasoning about simple and complex models
• Data modeling examples
  – FRBR entities are defined in the context of a Resource
• What to do now
  – Revisit current modeling efforts; secure professional
    involvement in the modeling process; build, lease, buy
    modeling tools, training, education, taking leadership

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The Graph Theoretical Library

  • 1. The Graph-Theoretic Library and The Role of Conceptual Data Modeling in Cultural Heritage Institutions
  • 5. Ethnomathematics Ethnomathematics is the study of the mathematical practices of specific cultural groups in the course of dealing with their environmental problems and activities • The prefix “ethno” refers to identifiable cultural groups, such as national-tribal societies, labor groups, children of a certain age bracket, professional classes, etc. and includes their ideologies, language, daily practices, and their specific ways of reasoning and inferring. • “Mathema” here means to explain, understand and manage reality specifically by ciphering, counting, measuring, classifying, ordering, inferring and modeling patterns arising in the environment. • The suffix “tics” means art or technique.
  • 14. Representing Versailles A Simplifying Abstraction: From Versailles to the Versailles Map of Creative Expressions • You want to create multimedia records of your experience of Versailles by identifying various locations within the gardens, and creating and/or collecting still and motion images of that point plus the texts, musical performances, etc. that are evoked by that point. • How do you organize these collected resources?
  • 15. Representing Versailles A Simplifying Abstraction: From Versailles to the Versailles Map of Creative Expressions
  • 16. Representing Versailles A Simplifying Abstraction: From Versailles to the Versailles Map of Creative Expressions The Estate of Versailles Horse-drawn carriages From Tuesdays to Sundays i Information Telephone: 01 30 97 04 40 School groups cloakroom Fax: 01 30 97 04 44 Telephone Mini-train Cafeteria, Restaurant A mini-train runs every day Refreshments to the Trianon except in Toilets exceptional circumstances. For disabled persons Seats reserved for people P Car parks with restricted mobility. Boat hire Duration: 15min. Bicycles Telephone: 01 39 54 22 00 Ice creams Fax: 01 39 55 07 25 Souvenirs Electric cars Confectionery Several visit circuits. Picnic area Information: 01 39 66 97 66  P   Arboretum de Chèvreloup P   P i P   P P ’  Grille des Matelots - - - - - - - - - -  Porte St-Antoine On foot 1 From the Palace of Versailles to the top of the Grand Canal (1 km) 15min. on foot 2 3 4 From the Palace of Versailles 5 to the Trianon estate (1.5 km) 6 25min. on foot From the Palace of Versailles 7 8 to the end of the Grand Canal 9 10 (3.5 km) 60min. on foot The Garden and Groves 1 Bassin d’Apollon 11 Grille de la Reine --- 2 Bosquet de l’Encelade -- 13 3 Jardin du Roi 12 G rille de Neptune 4 Salle des Marronniers - - - - - 14 5 Bosquet de la Colonnade 6 Bosquet des Dômes 16 7 Bassin du Miroir 15 19 18 17 8 Tapis vert 20 21 9 Bosquet de la Girandole 22 Grille du Dragon 10 Bosquet du Dauphin - - - - - 11 Bassin et parterre de Latone A 13 12 Salle de Bal  13 Bosquet des Bains d’Apollon 14 Parterre d’Eau Map X Y Picture 15 Pièce d’Eau des Suisses 16 Bosquet des Trois Fontaines 17 Bassin de Neptune - - - - - 23 P Grille d’Honneur 18 Bassin du Dragon 19 Orangerie Grande Écurie 20 Parterre Sud     21 Parterre Nord PlanCB_07 85 354 IMG_1084.jpg   22 Bosquet de l’Arc de Triomphe 24 In town 23 King’s Kitchen Garden Bus 171 24 Academy of Equestrian Arts Versailles Rive Droite SNCF 25 tel: 01 39 02 07 14 PlanCB_07 64 310 IMG_1087.jpg Versailles Rive Gauche RER C 25 Tourist Office 2 bis, avenue de Paris Conception Polymago. ©photos RMN. 78000 Versailles tel: 01 39 24 88 88 26 Baroque Music Centre (Hôtel des Menus Plaisirs) ... ... ... ... Versailles Chantiers SNCF 26 A 13
  • 17. Representing Versailles A Simplifying Abstraction: From Versailles to the Versailles Map of Creative Expressions The Estate of Versailles Horse-drawn carriages From Tuesdays to Sundays i Information Telephone: 01 30 97 04 40 School groups cloakroom Fax: 01 30 97 04 44 Telephone Mini-train Cafeteria, Restaurant A mini-train runs every day Refreshments to the Trianon except in Toilets exceptional circumstances. For disabled persons Seats reserved for people P Car parks with restricted mobility. Boat hire Duration: 15min. Bicycles Telephone: 01 39 54 22 00 Ice creams Fax: 01 39 55 07 25 Souvenirs Electric cars Confectionery Several visit circuits. Picnic area Information: 01 39 66 97 66 But Wait: What if you want  P to better document or to   P P i   Arboretum de Chèvreloup relate significant aspects P   P P ’  Grille des Matelots - - - - - - - - - -  Porte St-Antoine of the creative expressions On foot 1 From the Palace of Versailles to the top of the Grand Canal (1 km) 15min. on foot 2 3 4 From the Palace of Versailles 5 to the Trianon estate (1.5 km) 6 25min. on foot From the Palace of Versailles 7 8 to the end of the Grand Canal to one another, and not 9 10 (3.5 km) 60min. on foot The Garden and Groves 1 Bassin d’Apollon 11 Grille de la Reine --- 2 Bosquet de l’Encelade -- 13 3 Jardin du Roi 12 G rille de Neptune 4 Salle des Marronniers - - - - - 14 5 Bosquet de la Colonnade 6 Bosquet des Dômes 16 just to the map? 7 Bassin du Miroir 15 19 18 17 8 Tapis vert 20 21 9 Bosquet de la Girandole 22 Grille du Dragon 10 Bosquet du Dauphin - - - - - 11 Bassin et parterre de Latone A 13 12 Salle de Bal  13 Bosquet des Bains d’Apollon 14 Parterre d’Eau 15 Pièce d’Eau des Suisses 16 Bosquet des Trois Fontaines 17 Bassin de Neptune - - - - - 23 P Grille d’Honneur 18 Bassin du Dragon 19 Orangerie Grande Écurie 20 Parterre Sud     21 Parterre Nord   22 Bosquet de l’Arc de Triomphe 24 In town 23 King’s Kitchen Garden Bus 171 24 Academy of Equestrian Arts Versailles Rive Droite SNCF 25 tel: 01 39 02 07 14 Versailles Rive Gauche RER C 25 Tourist Office 2 bis, avenue de Paris Conception Polymago. ©photos RMN. 78000 Versailles tel: 01 39 24 88 88 26 Baroque Music Centre (Hôtel des Menus Plaisirs) 26 Versailles Chantiers SNCF A 13
  • 18. Thinking About Versailles A Further Simplifying Abstraction: The Versailles Graph
  • 19. Thinking About Versailles A Further Simplifying Abstraction: The Versailles Graph We can create a mathematical expression of the This set of creative relationships between expressions would be the Versailles called a Graph. Gardens and the creative expressions inspired by them.
  • 20. Thinking About Versailles A Further Simplifying Abstraction: The Versailles Graph We construct a set of nodes (AKA vertices) and a set of edges This set of creative (AKA links) that define expressions would be one or more types of called a Graph. relationship between the nodes.
  • 21. Thinking About Versailles A Further Simplifying Abstraction: The Versailles Graph We construct a set of In this example, the nodes (AKA vertices) nodes represent and a set of edges locations within the (AKA links) that define gardens. The links one or more types of represent a “next_to” relationship between relationship between the nodes. two garden locations.
  • 22. Thinking About Versailles A Further Simplifying Abstraction: The Versailles Graph We construct a set of nodes (AKA vertices) A graph may be and a set of edges visualized as a (AKA links) that define network of dots and one or more types of lines (sometimes relationship between arrowed) the nodes.
  • 23. Thinking About Versailles A Further Simplifying Abstraction: The Versailles Graph A graph diagram can be manipulated to show relationships more clearly
  • 24. Thinking About Versailles A Further Simplifying Abstraction: The Versailles Graph
  • 25. Thinking About Mazes A Simplifying Abstraction: From Maze to Maze Graph
  • 26. Thinking About Mazes A Simplifying Abstraction: From Maze to Maze Graph
  • 27. Thinking About Mazes A Simplifying Abstraction: From Maze to Maze Graph
  • 28. Data Modeling in General • Definitions • About data modeling • Data models and “Paper Tools” • Data modeling examples (many!) • What to do now
  • 29. Thinking About Mazes and Formal Gardens Abstract, Refine, Generalize, Pose Questions
  • 30. Thinking About Mazes and Formal Gardens Is the Hampton Court maze transformable into a section of the Versailles Gardens?
  • 31. Thinking About Mazes and Formal Gardens Is there a set of vertices and edges (a subgraph shape) within the Versailles graph that matches the Hampton Court Maze?
  • 32. Thinking About Mazes and Formal Gardens • Um, probably • Brute force approach (shape matching) foreclosed by old brains and unwillingless to go insane • Did not have a representation that could be used to decide the question in a more elegant fashion
  • 33. Data Modeling in General • Definitions – Conceptual Data Model: A description of a portion of an enterprise in terms of the fundamental things of interest to it. They are fundamental in that most things seen by business owners are examples of these. – Logical Data Model: The organization of data for use with a particular data management technology. For relational databases, these are tables and columns; for object-oriented databases, object classes and attributes. • The MARC bibliographic standard specifies a logical data model that uses tags and delimiters to structure bibliographic data. In practice, the bibliographic conceptual data model is tangled up in the logical data model – Physical Data Model: The organization of data used to place it on specific storage media. This level refers to “tablespaces” and “cylinders.” – General Definition: The specification of a final conceptual data model and an initial logical data model that together meet business requirements, prior to any performance tuning.
  • 34. About Data Modeling • Why a Data Model is Important • What Makes a Good Data Model? • What Makes a Good Data Modeler? • What is the Description/Design Question?
  • 35. About Data Modeling • Why a Data Model is Important – Leverage: Small changes in the data model have major effects on the system design and final implementation – Conciseness: The relatively compact data model takes less time to review that the functional specification, and in-depth understanding easier to achieve – Data Quality: Data quality problems are often traceable to inconsistent data definition, interpretation, and enforcement mechanisms
  • 36. About Data Modeling • Why a Data Model is Important – It serves as a necessary complement to a function and process model • The database system design and implementation process described here can involve three types of modeling • A data model describes the information an enterprise must have on hand to execute its functions • A function model describes what an enterprise must do • A process model describes how an enterprise must do it. – Function and process models are regularly combined during the database system design process – It can function as a “Paper Tool” in service of theoretical and practical ends
  • 37. About Data Modeling • What Makes a Good Data Model? – Completeness – Nonredundancy – Enforcement of Business Rules – Data Reusability – Stability & Flexibility – Elegance – Communication – Integration
  • 38. About Data Modeling • What is the Description/Design Question? – Is data modeling best characterized as a descriptive activity, the objective of which is to document some aspect of the real world? – Is data modeling best characterized as a design activity, the objective of which is to create data structures to meet a set of requirements? – Does the history of the development and implementation of the FRBR model reflect aspects of this controversy? Portions quoted from Simsion, Graeme (2007). Data Modeling: Theory and Practice. p.3.
  • 39. About Data Modeling • How is the Description/Design Issue Manifest? – Explicit arguments among practitioners and academics, as to whether the description or design paradigm was correct. – Clashes between practitioners who subscribed to the descriptive paradigm, but had produced different models that were difficult to reconcile. – Disagreement over the appropriateness of data modelers introducing new concepts and terminology rather than simply documenting an established view of business entities. Quoted from Simsion, Graeme (2007). Data Modeling: Theory and Practice. p.10.
  • 40. About Data Modeling • How is the Description/Design Issue Manifest (cont.)? – Difficulty in teaching data modeling using texts and teaching materials which treated it as a descriptive process. – Experienced data modeling practitioners struggling to develop models, and observing that data modeling in practice was much more difficult than it should be if it was essentially concerned with describing data requirements. – Antipathy towards data modelers, who were frequently seen as pursuing an ideal description of reality rather than contributing in the most productive way to an information system design. Quoted from Simsion, Graeme (2007). Data Modeling: Theory and Practice. p.10.
  • 41. About Data Modeling • Description/Design Issue Findings – The description/design issue is considered an important one by data modeling practitioners • Evenly divided on opinion – Data modeling extends into the implementation-oriented Logical Data Model stage – Database design methods used in practice support the design paradigm – Data modeling product variation supports a design paradigm with many possible models, plus there are effects of training and personal modeling stylees From Simsion, Graeme (2007). Data Modeling: Theory and Practice. p.326-3xxx.
  • 42. About Data Modeling • Description/Design Issue Implications for FRBR – Expect FRBR data modeling efforts to encounter similar issues – In compensation, develop an approach that allows theory to guide (but not dictate) FRBR design efforts • Design data structures that meet requirements • Test data models - as Paper Tools - in theory-driven scenarios, and allow each to mutually inform and creatively correct one another –Employ multiple sources for theory –Employ data modeling conventions and patterns From Simsion, Graeme (2007). Data Modeling: Theory and Practice. p.326-3xxx.
  • 43. A Simplifying Abstraction: Resource Diagram Drawing Conventions
  • 44. A Simplifying Abstraction: Resource Diagram Drawing Conventions Vertex/Node
  • 45. A Simplifying Abstraction: Resource Diagram Drawing Conventions A Resource
  • 46. A Simplifying Abstraction: Resource Diagram Drawing Conventions A Resource A Named Resource (Resource Plus Minimal Description: ID and Name) A “Backbone” for Optional Resource Descriptions
  • 47. A Simplifying Abstraction: Resource Diagram Drawing Conventions A Resource A Named Resource (Resource Plus Minimal Description: ID and Name) A “Backbone” for Optional Resource Optional Resource Descriptions Descriptions
  • 48. A Simplifying Abstraction: Resource Diagram Drawing Conventions A Resource Four Different Kinds of Descriptions are A Named Associated With This Resource Resource (Resource Plus Minimal Description: ID and Name) A “Backbone” for Optional Resource Optional Resource Descriptions Descriptions
  • 49. A Simplifying Abstraction: Resource Diagram Drawing Conventions It’s Convenient to Group Descriptions Logically, Changing the Shape of the Resource Holder as Needed (e.g., library vs. archive vs. museum)
  • 50. Resource Modeling Via a Diagrammatic Method • Things of interest in the world can be treated as Resources – Resources are represented by dots • Resources must be described in order to be findable, navigable, and accessible – Resource descriptions (in attribute form, apart from the minimum) are represented by color-coded boxes • Different types of Resource descriptions can be defined for the same Resource – Co-occurring Resource description boxes are attached to a backbone
  • 51. Resource Modeling Via a Diagrammatic Method • Relationships can be defined between Resources – Labeled lines can be drawn between related Resource descriptions • Diagram drawing and manipulation rules reflect relevant attributes of real world Resources and their relationships – Only certain entities and relationships can be defined and described • Extension and/or modification of the drawing rules can reveal Resource attributes and relationships that are not apparent or impossible using the usual approaches – Memory or legacy record-keeping system overload/failure is eliminated by changes in representation and/or record-keeping systems
  • 52. FRBR-Centric Resource Modeling Using a Diagrammatic Method (A FRBR “Paper Tool”) • What is a paper tool? • Who uses a diagrammatic method like this? • Why use a paper tool to reason about bibliographic (etc.) relationships among resources? • How do we use it?
  • 53. The Precedent From Physics Feynman Diagrams & Diagramming Rules† † http://www2.slac.stanford.edu/vvc/theory/feynman.html. Kaiser, David. Drawing Theories Apart: The Dispersion of Feynman Diagrams in Postwar Physics. Chicago, IL: University of Chicago Press. 2005.
  • 54. Working With A Paper Tool • Paper Tool† - A collection of symbolic elements (diagrams, characters, etc.), whose construction and manipulation follow rules and constraints of one or more guiding theories – Paper tool manipulation permits rapid, flexible, and creative exploration of phenomena of interest – Paper tool/user dialogs can generate unprecedented manipulations, and change the interests and goals of a modeling effort – One can work theoretically as well as practically with a paper tool • Examples abound in the Sciences • We can use a paper tool as a bookkeeping device during resource description (cataloging) and for FRBR theory formation and testing • Proper paper tool design aids in specification of appropriate data structures that meet user requirements for discovery and access † Klein, Ursula (2001) ‘Paper Tools in Experimental Cultures’, Studies in History and Philosophy of Science 32: 265–302.
  • 55. Working With Paper Tools • Why use a paper tool for reasoning about bibliographic (or any other) relationships among resources? – Efficient presentation of entities, attributes, relationships, and business rules – Diagram construction can be heavily constrained by (FRBR) theory • What levels of descriptions are appropriate? • What relationships exist between Resources and/or descriptions? • What emergent structural properties emerge from a given Resource/ description? – Can validate obvious and non-obvious aspects of resource descriptions ahd relationships by creating and validating simple and complex model diagrams
  • 56. Representing Bibliographic Information: Prior Art
  • 57. From flat-file record ... Author: Lee, T. B. Title: Cataloguing has a future Content type: Spoken word Carrier type: Audio disc Subject: Metadata Provenance: Donated by the author
  • 58. Bibliographic description Name authority Author: Name: Lee, T. B. Title: Cataloguing has a future Biography: ... Content type: Spoken word Carrier type: Audio disc Subject authority Subject: Term: Metadata Provenance: Donated by the author Definition: ... ... to relational record
  • 59. Name authority Name: Lee, T. B. Biography: Work ... Author: Subject authority Subject: Term: Metadata Expression Definition: Content type: Spoken word ... Manifestation Title: Cataloguing has a future Carrier type: Audio disc Item Provenance: Donated by the author ... to FRBR record
  • 60. Representing Bibliographic Information: Prior Art • Simplifying abstractions center on the catalog card –The text-bearing card becomes the information- bearing record • Card text becomes Resource attributes • Card text becomes Resource relationships –Catalog record evolution reflects theoretical & pragmatic concerns • More diverse record types (Name & Subject Authorities) • Assumption of hierarchical Resource structure • Related Term (RT) cross-referencing employed as a pragmatic access strategy
  • 61. Representing Bibliographic Information Work Information Author: Lee. T. B. W Subject: Cataloging -- Philosophy E Expression Information Content type: Spoken Word M I Manifestation Information Title: Cataloguing has a future Carrier type: Audiodisc Item Information Provenance: Donated by the author All four kinds of FRBR data are nested in a standard information carrier that is 2 A catalog card “attached” to the Resource
  • 62. Representing Bibliographic Information Work Information Author: Lee. T. B. W Subject: Cataloging -- Philosophy E Expression Information Content type: Spoken Word M I Manifestation Information Title: Cataloguing has a future Carrier type: Audiodisc Item Information Provenance: Donated by the author All four kinds of FRBR data are nested in a standard information carrier that is 2 A catalog card “attached” to the Resource
  • 63. Representing Bibliographic Information Work Information Author: Lee. T. B. W Subject: Cataloging -- Philosophy E Expression Information Content type: Spoken Word M I Manifestation Information Title: Cataloguing has a future Carrier type: Audiodisc Item Information Provenance: Donated by the author All four kinds of FRBR data are nested in a standard information carrier that is 2 A catalog card “attached” to the Resource
  • 64. FRBR Paper Tool Primer & Example The basic diagram element represents a resource and the overall description of that resource Work Expression Manifestation Item
  • 65. FRBR Paper Tool Primer & Example A black-filled circle means that a resource and a resource description are both present. A clear circle means that no resource is present Work Expression Manifestation Item
  • 66. FRBR Paper Tool Primer & Example Work Expression Manifestation The color squares designate different Item descriptions of the resource. In this case, they reflect FRBR rules for resource description.
  • 67. FRBR Paper Tool Primer & Example Work Expression Connections between descriptions are Manifestation made according to the rules for the Item point of view being represented.
  • 68. FRBR Paper Tool Primer & Example Work Expression Squares placed next to one another are Manifestation linked together by the appropriate Item relationship. No lines are visible.
  • 69. FRBR Paper Tool Primer & Example Work Expression If a color square is solid, that means Manifestation that a full resource description is Item present.
  • 70. FRBR Paper Tool Primer & Example Work Expression Manifestation If a color square is hollow, that means Item that this description points to one or more descriptions of the same type. It acts as a container.
  • 71. FRBR Paper Tool Primer & Example A container description must be linked to one or more descriptions of the same Type. (This is a Business Rule at work.) In this example, an Item (acting as a container) is composed of two other Items. Work Expression Manifestation Item Has Part Has Part
  • 72. FRBR Paper Tool Primer & Example In Item can act as a container because it is a type of Resource. In our modeling of bibliographic information, a Resource can be composed of other Resources. Resource subtypes like Item may inherit this ability, depending on business rules. Work Expression Manifestation Item Has Part Has Part
  • 73. FRBR Paper Tool Primer & Example A Mildly Complex Example A serial publication consists of a number of articles (one is two-part) gathered into issues under a single journal title. Some author, publisher, and other role-based information is known. Only two subject headings have been assigned so far. Work In addition to routine issue publication, a number of articles Expression have been selected by the editors for a special issue on Manifestation Cosmology, as well as for an ongoing “Best Of” collection of Item articles.
  • 74. Found on your bookshelf or your hard drive
  • 75. Some Resources are not described as completely as others
  • 76. Same as before, but with a serial number/ID and your own name for the Resource of interest assigned
  • 79. What publishers can do: group their publications by date What publishers can do: group & order publications by editorial choice
  • 80. What libraries can do: group related but editorially distinct publications by publisher and date
  • 82. What libraries can do: supply a subject term for an article
  • 83. What libraries can do: supply a subject term for an article What libraries can do: supply a controlled name for a person, corporation, etc. mentioned in or having to do with an article
  • 85. The subject portion of this network of bibliographic entities and relationships may seem hierarchical when viewed in isolation, (but anomalies begin to appear).
  • 87. Less hierarchical appearing are the naming sections of the network of bibliographic entities and relationships
  • 89. When the entities and relationships are taken all together, the network structure of this mildly complex conceptual data model of a serial publication is readily apparent.
  • 90. The ability to represent this serial publication diagrammatically is dependent on FRBR theory’s ability to prescribe diagram elements and construction rules in a conceptually valid fashion. If significant aspects of the publication’s structure and content cannot be expressed in the diagram, it is an indication that the theory needs work. Just as in architectural or engineering design, management of complex data model diagrams may require computerized assistance.
  • 91. The ability to accept and use diagrammatic representations of FRBR theoretical elements may be dependent on that party’s position on the Description/Design Issue. Catalogers may already be accustomed to a descriptive stance due to personal inclination reinforced by professional training. Software developers must take a design stance towards their work, and are already conversant with diagrammatic representation. Whether either group will be able to reason theoretically using diagrams (á la Feynman) is an open question.
  • 92. Working With Paper Tools: Exemplars • Exemplars† - A set of “typical” Resource and content description scenarios, solutions to which encourage (a.) selection of the best Paper Tool from available choices, (b.) the refinement of Resource description skills, and (c.) the creation of conceptual and logical data models that reflect Paper Tool capabilities – A manuscript (individual and related multiples, published but host to history, imaginary) – A monograph in one edition (individual and related multiples) – A monograph in multiple editions (individual and related multiples) – A publication in multiple media – A continuing publication (individual and related multiples publications, special editions) network – A library multimedia resource and resource description network – A World Wide Web page and its underlying multimedia resource network †Kuhn’s The Structure of Scientific Revolutions & Kaiser’s Drawing Theories Apart: The Dispersion of Feynman Diagrams in Postwar Physics
  • 93. Archiveland, Libraryland, Webland and Beyond: A Modern Mathematical Tale • It is possible to adopt an Ethnomathematically informed perspective on Cultural Heritage Resource description: • Resource description in general and cataloging in particular involves the construction of descriptive structures - entities with attributes - and the definition of relationships between entities • These descriptive structures can be represented in graph form - as sets of nodes and links that represent Resources and Resource relationships • Resource description graphs display varying degrees of complexity in terms of node and link quantities and types - Graph-theoretical expressions of complexity can be given meaning from a Resource description and cataloging theory point of view
  • 94. We All Speak Prose Here: Graph Structures In Resource Description And Access • Define increasingly complex graph structures that could represent bibliographic Resource descriptions • Indicate which combinations of graph structures characterize different Cultural Heritage institutions • Identify a number of graph characteristics that could support a dimensional view on Resource description graphs
  • 95. We All Speak Prose Here: Graph Structures In Resource Description And Access Graph Type Graph Diagram Comments A B A null graph consists of a set of nodes without relationships: {{A B C D E F}, {Ø}}. D Null C * Retrieval sets from Online Public Access Catalogs can E F be represented as null graphs, accept Boolean operations - and be ordered temporarily for display purposes. * Nontrivial trees have at least two end nodes. A D E F * The deletion of any tree link disconnects the tree. * There is only one travel path between any two nodes in Tree B C a tree. (AKA A Connected B C * Trees are minimally - most economically - connected Acyclic Graph) structures. D E F A * A forest is a graph whose components are trees From Buckley & Lewinter (2003) A D E F Hierarchies are represented by tree graphs with arrowed Directed Tree B C B C links that specify the direction of a relationship. (Hierarchy) * A polyhierarchy is a forest of hierarchies(?) D E F A
  • 96. We All Speak Prose Here: Graph Structures In Resource Description And Access Graph Type Graph Diagram Comments The graph is separable into k non- overlapping sets, based on a specified A S2 S1 relationship. This example illustrates a library graph B C S4 S5 S6 S3 k-Partite separated into a bipartite graph by D E F S4 S4 “subject_of” relationships (dashed links in diagram) that link Subject Heading Resource nodes (“S1”) and Managed Named Resource nodes (“A”). Multiple relationships (directional or A H I nondirectional) can exist between nodes. B C G J K N Network One or more travel paths can exist D E F L M between any two nodes. Networks can be richly connected
  • 97. Shelfland Binland, Libraryland, & Beyond: A Cautionary Tale About Resource Description & Access Subcultures • Shelfland - Resources aggregated without any attempt at organization by Resource characterstic. • Binland - Resources aggregated by one or more Resource characteristics. Bins may be nested in other bins. • Archiveland - A Binland operated by a responsible party, following established Resource collection, binning, and preservation procedures.
  • 98. Shelfland Binland, Libraryland, & Beyond: A Cautionary Tale About Resource Description & Access Subcultures • Libraryland - Resources organized into bins, hierarchies, and de-facto networks following one or more “authoritative” set of cataloging rules. Structured or unstructured reference Resources are used to support access • Webland - Resources organized into bins, hierarchies, de-facto and explicit networks. Organization is variable, because a Webland can contain one or more of all of the other lands
  • 99. We All Speak Prose Here: Graph Structures In Support of Resource Description And Access A B Shelf D Null C - - - E F A B A B B G Null, D Bin - - D L K C C I Subgraphs E F H M O N E F A B Null, A D E F A B B G D Archive - - L Subgraph D K B C C C I B C O Hierarchy E F H M N D E F A E F Null, A B A B B G A D E F A S2 S1 Subgraph D Library - D L B C S4 S5 S6 S3 K B C C C I B C Hierarchy, E F H M O N D E F A D E F S4 S4 E F k-Partite Null, Subgraph A B Hierarchy, A D E F A S2 S1 A H I A B B G D Web L B C S4 S5 S6 S3 B C G J K N k-Partite, D K B C C C I B C O De-Facto & E F H D E F S4 S4 D E F L M M N D E F A E F Explicit Network
  • 100. Binland, Libraryland, Webland, & Beyond: Levels of Graph-Friendly Resource Description • Weblanders, who are the most free in defining Resource graphs do not view Libraryland as a highly informative but graph-constrained Resource space • Confusion in attribute and relationship definitions while data modeling combine with institutional hierarchical assumptions • Librarylanders do not view Archiveland as a highly informative but graph-constrained Resource space
  • 101. Binland, Libraryland, Webland, & Beyond: Levels of Graph-Friendly Resource Description • Librarylanders do not view Webland as a graph-enhanced Resource space • Institutional missions and systems available for representation strongly shape reflect different institutional assumptions and governance • Authoritative control and user direction vs. distributed creation, ownership, dissemination, and discovery • Permitted nodes, attributes, relationships, and parties • Archivelanders, Librarylanders and Weblanders all have trouble viewing Binland as an informative but most strongly graph-constrained space! • Resource descriptions with few attributes
  • 102. Archiveland, Libraryland, Webland and Beyond: A Modern Mathematical Tale • Resource description graphs in Cultural Heritage institutions can be related to institutional and other factors that have guided the creation, etc. of those structures • As in Abbott’s Flatland, lack of awareness of a common underlying structure threatens understanding and action • It endangers efforts to make Resource descriptions created at one level accessible to other levels. • It reduces opportunities for parties working at one level of Resource description to share experience and tools across levels • It denies end-users improved and varied access to Resources • Enlightenment becomes the ability to engage in Resource-oriented, graph-theoretical thinking independently of institutional level
  • 103. Placing The FRBR Data Model In A Widening Context • What kinds of “things of interest” are FRBR entities? – Of what types or subtypes are they? • Who else is out there creating information about things that are of interest to us – Where do our paths cross? • Design Decisions – Model FRBR entities as subtypes of a larger, more familiar type of entity, as Resources – Descriptions of resources can themselves be resources – Business Rules constrain a more flexible data structure
  • 104. The Conceptual Data Model • Model Presentation –Data model to be presented from FRBR “up” –Model elements are introduced one at a time, in an order that promotes assimilation of new element function and relationship to existing elements –Statements about the model should take the form of “Business Assertions” that employ: • Entity Names • Entity Attributes • Relationships • Business Rules - Constraints applied to the model
  • 105. The Conceptual Data Model Institutionally Managed Named Resource Work Expression Manifestation Of Manifestation Item Expressed As Exemplified By Manifest As Expression Of Example Of
  • 106. The Conceptual Data Model Institutionally Managed Named Resource Work Expression Manifestation Item C D Expressed As C D Manifest As C D Exemplified By C D Expression Of Manifestation Of Example Of
  • 107. The Conceptual Data Model Institutionally Managed Named Resource Work Expression Manifestation Item C D Expressed As C D Manifest As C D Exemplified By C D Expression Of Manifestation Of Example Of IFLA’s FRBR theory asserts that a Resource may be viewed and described from one up to to four levels of abstraction: Work, Expression, Manifestation, or Item. The FRBR specification indicates which Institutionally Managed Named Resource attributes and relationships (plus others specific to that level of abstraction) constitute each of these levels of description of a given Resource.
  • 108. The Conceptual Data Model Institutionally Managed Named Resource Work Expression Manifestation Item C D Expressed As C D Manifest As C D Exemplified By C D Expression Of Manifestation Of Example Of
  • 109. The Conceptual Data Model Described By Institutionally Managed Named Resource Description Institutionally Describes Managed Named Resource View In View In View In View In Viewed As Viewed As Viewed As Viewed As Work Expression Manifestation Item C D Expressed As C D Manifest As C D Exemplified By C D Expression Of Manifestation Of Example Of
  • 110. The Conceptual Data Model Described By Institutionally Managed Named Resource Description Institutionally Describes Managed Named Resource View In View In View In View In Viewed As Viewed As Viewed As Viewed As Work Expression Manifestation Item C D Expressed As C D Manifest As C D Exemplified By C D Expression Of Manifestation Of Example Of An Institutionally Managed Named Resource Description is (ultimately) a Type of Resource. This entity makes it possible to describe an Institutionally Managed Named Resource by associating it with one or more of an institution’s customary views of that Resource. No customary view has a privileged or compulsory relationship with the Institutionally Managed Named Resource. Incremental or incomplete resource (set) descriptions can be created.
  • 111. The Conceptual Data Model Described By Institutionally Managed Named Resource Description Institutionally Describes Managed Named View In Resource View In View In View In View In View In View In View In View In Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Contained In Fonds Series Contained In File Work Expression Manifestation Item Other View Contains C D Expressed As C D Manifest As C D Exemplified By C D Contains Expression Of Manifestation Of Example Of Contained In Contains Contained In Contains Viewed As Annotation
  • 112. The Conceptual Data Model Described By Institutionally Managed Named Resource Description Institutionally Describes Managed Named View In Resource View In View In View In View In View In View In View In View In Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Contained In Fonds Series Contained In File Work Expression Manifestation Item Other View Contains C D Expressed As C D Manifest As C D Exemplified By C D Contains Expression Of Manifestation Of Example Of Contained In Contains Contained In Contains Viewed As Annotation While the more abstract combinations of attributes and relationships that define an institution’s customary view on a Resource may not be shareable with another institution’s, overlaps at less abstract levels are possible. A set of ISAD(G) archival Resource views has been added to the bibliographic views in the model, along with a general Annotation view, and an Other View.
  • 113. The Conceptual Data Model Described By Institutionally Managed Named Resource Description Institutionally Describes Managed Named View In Resource View In View In View In View In View In View In View In View In Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Contained In Fonds Series Contained In File Work Expression Manifestation Item Other View Contains C D Expressed As C D Manifest As C D Exemplified By C D Contains Expression Of Manifestation Of Example Of Contained In Contains Contained In Contains Viewed As Annotation One of these Other Views could be one or more Physical Preservation views: combinations of (a.) physical measurements of one or more Resources, (b.) statistical analyses of those measurements, and (c) observations and judgments made on the Resource by a Conservator, Archivist, Curator, etc. Question: Physical Preservation views would co-occur with which of the FRBR/
  • 114. The Conceptual Data Model Described By Institutionally Managed Named Resource Description Institutionally Describes Managed Named View In Resource View In View In View In View In View In View In View In View In Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Contained In Fonds Series Contained In File Work Expression Manifestation Item Other View Contains C D Expressed As C D Manifest As C D Exemplified By C D Contains Expression Of Manifestation Of Example Of Contained In Contains Contained In Contains Viewed As Annotation Institutionally Managed Find & Navigate Named Resource Description Responsible Party Identifying Authority Resource Aboutness Resource Description Resource Description Resource Description Rule Rule Person Organization Corporate governed by/ Body governed by/ governor of Agency governor of Other Relationship Resource Description Family Controlled Rule Access Point Corporate basis for/ Relationship/Rule Controlled Body Formal Rule basis of Assignment Preferred Subject Agency Informal Rule Variant basis for/ basis for/ basis of Other basis of Corporate Body Relationship Subject basis for/ "Name" basis of "Identifier" Concept Other Organization Identification Event Name Computation Object Other Responsible Identifier Party Place Resource Other Managed Find & Navigate Named Resource Description
  • 115. The Conceptual Data Model Described By Institutionally Managed Named Resource Description Institutionally Describes Managed Named Institutionally Managed Find & Navigate Resource Descriptions aid in Resource View In Resource View In View In View In View In View In View In View In View In discovery by providing identifiers, assigning standardized names, subjects, and Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As resource relationships. Contained In Fonds Series Contained In File Work Expression Manifestation Item Other View Contains C D Expressed As C D Manifest As C D Exemplified By C D Contains Expression Of Manifestation Of Example Of Contained In Contains Contained In Contains Viewed As Annotation Institutionally Managed Find & Navigate Named Resource Description Responsible Party Identifying Authority Resource Aboutness Resource Description Resource Description Resource Description Rule Rule Person Organization Corporate governed by/ Body governed by/ governor of Agency governor of Other Relationship Resource Description Family Controlled Rule Access Point Corporate basis for/ Relationship/Rule Controlled Body Formal Rule basis of Assignment Preferred Subject Agency Informal Rule Variant basis for/ basis for/ basis of Other basis of Corporate Body Relationship Subject basis for/ "Name" basis of "Identifier" Concept Other Organization Identification Event Name Computation Object Other Responsible Identifier Party Place Resource Other Managed Find & Navigate Named Resource Description
  • 116. The Conceptual Data Model Described By Institutionally Managed Named Resource Description Institutionally Describes Managed Named View In Resource View In View In View In View In View In View In View In View In An Identifying Authority Resource Description Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Contained In Fonds Series Contained In File Work Expression Manifestation Item Other View Contains C D Expressed As C D Manifest As C D Exemplified By C D Contains consists of a name or an identifier. One or more of these Expression Of Manifestation Of Example Of Contained In Contains Contained In Contains Viewed As Annotation must be assigned to a Named Resource. Institutionally Managed Find & Navigate Named Resource Description Responsible Party Identifying Authority Resource Aboutness Resource Description Resource Description Resource Description Rule Rule Person Organization Corporate governed by/ Body governed by/ governor of Agency governor of Other Relationship Resource Description Family Controlled Rule Access Point Corporate basis for/ Relationship/Rule Controlled Body Formal Rule basis of Assignment Preferred Subject Agency Informal Rule Variant basis for/ basis for/ basis of Other basis of Corporate Body Relationship Subject basis for/ "Name" basis of "Identifier" Concept Other Organization Identification Event Name Computation Object Other Responsible Identifier Party Place Resource Other Managed Find & Navigate Named Resource Description
  • 117. The Conceptual Data Model Described By Institutionally Managed Named Resource Description Institutionally Describes Managed Named A Resource Aboutness Resource Description provides a subject term for a View In Resource View In View In View In View In View In View In View In View In Named Resource. The term must be a Concept, an Event, an Object, a Place, or Viewed As Contained In Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As another Resource. Fonds Series Contained In File Work Expression Manifestation Item Other View Contains C D Expressed As C D Manifest As C D Exemplified By C D Contains Expression Of Manifestation Of Example Of Contained In Contains Contained In Contains Viewed As Annotation Institutionally Managed Find & Navigate Named Resource Description Responsible Party Identifying Authority Resource Aboutness Resource Description Resource Description Resource Description Rule Rule Person Organization Corporate governed by/ Body governed by/ governor of Agency governor of Other Relationship Resource Description Family Controlled Rule Access Point Corporate basis for/ Relationship/Rule Controlled Body Formal Rule basis of Assignment Preferred Subject Agency Informal Rule Variant basis for/ basis for/ basis of Other basis of Corporate Body Relationship Subject basis for/ "Name" basis of "Identifier" Concept Other Organization Identification Event Name Computation Object Other Responsible Identifier Party Place Resource Other Managed Find & Navigate Named Resource Description
  • 118. The Conceptual Data Model Described By Institutionally Managed Named Resource Description Institutionally Describes Managed Named A Responsible Party Resource Description identifies parties (Persons, Families, View In Resource View In View In View In View In View In View In View In View In Corporate Bodies, etc.) who may (a.) play one or more roles with respect to a Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Named Resource, or be the subject of a Named Resource. Contained In Fonds Series Contained In File Work Expression Manifestation Item Other View Contains C D Expressed As C D Manifest As C D Exemplified By C D Contains Expression Of Manifestation Of Example Of Contained In Contains Contained In Contains Viewed As Annotation Institutionally Managed Find & Navigate Named Resource Description Responsible Party Identifying Authority Resource Aboutness Resource Description Resource Description Resource Description Rule Rule Person Organization Corporate governed by/ Body governed by/ governor of Agency governor of Other Relationship Resource Description Family Controlled Rule Access Point Corporate basis for/ Relationship/Rule Controlled Body Formal Rule basis of Assignment Preferred Subject Agency Informal Rule Variant basis for/ basis for/ basis of Other basis of Corporate Body Relationship Subject basis for/ "Name" basis of "Identifier" Concept Other Organization Identification Event Name Computation Object Other Responsible Identifier Party Place Resource Other Managed Find & Navigate Named Resource Description
  • 119. The Conceptual Data Model Described By Institutionally Managed Named Resource Description Institutionally Describes Managed Named View In Resource View In View In View In View In View In View In View In View In Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Contained In Fonds Series Contained In File Work Expression Manifestation Item Other View Contains C D Expressed As C D Manifest As C D Exemplified By C D Contains Expression Of Manifestation Of Example Of Contained In Contains Contained In Contains Viewed As Annotation Institutionally Managed Find & Navigate Named Resource Description Responsible Party Identifying Authority Resource Aboutness Resource Description Resource Description Resource Description An Other Relationship Resource Rule Rule Person Organization Corporate governed by/ Body governed by/ Description consists of any “other” Type of governor of Agency governor of Other Relationship Resource Description Family Controlled Rule Access Point Corporate basis for/ Relationship/Rule Controlled Body Formal Rule basis of Assignment Subject relationship that one Named Resource may Preferred Agency Informal Rule Variant basis for/ basis for/ basis of Other basis of Corporate have with another Named Resource. At Body Relationship Subject basis for/ "Name" basis of "Identifier" Concept Other Organization Identification least one relationship (“Creator”) is Event Name Computation Object Other Responsible Identifier required for a Named Resource. Party Place Resource Other Managed Find & Navigate Named Resource Description
  • 120. The Conceptual Data Model Described By Institutionally Managed Named Resource Description Institutionally Describes Managed Named View In Resource View In View In View In View In View In View In View In View In Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Contained In Fonds Series Contained In File Work Expression Manifestation Item Other View Contains C D Expressed As C D Manifest As C D Exemplified By C D Contains Expression Of Manifestation Of Example Of Contained In Contains Contained In Contains Viewed As Annotation Institutionally Managed Find & Navigate Named Resource Description Responsible Party Identifying Authority Resource Aboutness Resource Description Resource Description Resource Description Rule Rule Person Organization Corporate governed by/ Body governed by/ governor of Agency governor of Other Relationship Resource Description Family Controlled Rule Access Point Corporate basis for/ Relationship/Rule Controlled Body Formal Rule basis of Assignment Preferred Subject Agency Informal Rule Variant basis for/ basis for/ basis of Other basis of Corporate Body Relationship Subject basis for/ "Name" basis of "Identifier" Concept Other Organization Identification Event Name Computation Object Other Responsible Identifier Party Place Resource Other Managed Find & Navigate Named Resource Description
  • 121. The Conceptual Data Model Managed Named Resource Described By Institutionally Managed Named Resource Description Institutionally Describes Managed Named View In Resource View In View In View In View In View In View In View In View In Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Contained In Fonds Series Contained In File Work Expression Manifestation Item Other View Contains C D Expressed As C D Manifest As C D Exemplified By C D Contains Expression Of Manifestation Of Example Of Contained In Contains Contained In Contains Viewed As Annotation Institutionally Managed Find & Navigate Named Resource Description Responsible Party Identifying Authority Resource Aboutness Resource Description Resource Description Resource Description Rule Rule Person Organization Corporate governed by/ Body governed by/ governor of Agency governor of Other Relationship Resource Description Family Controlled Rule Access Point Corporate basis for/ Relationship/Rule Controlled Body Formal Rule basis of Assignment Preferred Subject Agency Informal Rule Variant basis for/ basis for/ basis of Other basis of Corporate Body Relationship Subject basis for/ "Name" basis of "Identifier" Concept Other Organization Identification Has Known By Event Relationship Name Computation Assigned Object The Other Responsible Identifier Party Subject Of Place Resource Other Managed Find & Navigate Named Resource In Description Relationship As Subject Institutionally Managed Find & Navigate Named Resource Assignment Identifying Relationship Relationship Institutionally Managed Institutionally Managed Institutionally Managed Other Managed From To Named Resource Identifier Named Resource Subject Named Resource Named Resource Other Managed & Name Assignment Assignment Relationship Assignment Assignment Named Resource Naming
  • 122. The Conceptual Data Model Managed Named Resource Described By Institutionally Managed Named Resource Description Institutionally Describes Managed Named View In Resource View In View In View In View In View In View In View In View In Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Contained In Fonds Series Contained In File Work Expression Manifestation Item Other View Contains C D Expressed As C D Manifest As C D Exemplified By C D Contains A Managed Named Resource is a Named Resource Expression Of Manifestation Of Example Of Contained In Contains Contained In Contains Viewed As Annotation that is managed (ID’d, named, described, etc.) by one or more Responsible Parties playing one or more Institutionally Managed Find & Navigate Named Resource Description Roles such as “Creator,” “Cataloger,” “Curator,” Identifying Authority Resource Description Rule Resource Aboutness Resource Description Rule Responsible Party Resource Description Person “Repository,” etc. Organization Corporate governed by/ Body governed by/ governor of Agency governor of Other Relationship Resource Description Family Controlled Rule Access Point Corporate basis for/ Relationship/Rule Controlled Body Formal Rule basis of Assignment Preferred Subject Agency Informal Rule Variant basis for/ basis for/ basis of Other basis of Corporate Body Relationship Subject basis for/ "Name" basis of "Identifier" Concept Other Organization Identification Has Known By Event Relationship Name Computation Assigned Object The Other Responsible Identifier Party Subject Of Place Resource Other Managed Find & Navigate Named Resource In Description Relationship As Subject Institutionally Managed Find & Navigate Named Resource Assignment Identifying Relationship Relationship Institutionally Managed Institutionally Managed Institutionally Managed Other Managed From To Named Resource Identifier Named Resource Subject Named Resource Named Resource Other Managed & Name Assignment Assignment Relationship Assignment Assignment Named Resource Naming
  • 123. The Conceptual Data Model This Resource Managed Named Resource Described By Institutionally Managed Named Resource Description Institutionally Describes Managed Named assignment View In Resource View In View In View In View In View In View In View In View In grouping collects Viewed As Fonds Contained In Viewed As Series Contained In Viewed As File Viewed As C Work D Expressed As Viewed As Expression C D Viewed As Manifestation C D Viewed As C Item D Viewed As Other View all of the link Contains Contains Manifest As Exemplified By Expression Of Manifestation Of Example Of Contained In Contains Contained In Contains Viewed As Annotation information made possible by Institutionally Managed Find & Navigate Named Resource Description institutionally Responsible Party Identifying Authority Resource Aboutness Resource Description Resource Description Resource Description Rule Rule Person Organization Corporate managed reference governed by/ Body governed by/ governor of Agency governor of Other Relationship Resource Description Family Controlled Rule Access Point Corporate basis for/ Relationship/Rule Controlled Body Formal Rule basis of data. Assignment Preferred Subject Agency Informal Rule Variant basis for/ basis for/ basis of Other basis of Corporate Body Relationship Subject basis for/ "Name" basis of "Identifier" Concept Other Organization Identification Has Known By Event Relationship Name Computation Assigned Object The Other Responsible Identifier Party Subject Of Place Resource Other Managed Find & Navigate Named Resource In Description Relationship As Subject Institutionally Managed Find & Navigate Named Resource Assignment Identifying Relationship Relationship Institutionally Managed Institutionally Managed Institutionally Managed Other Managed From To Named Resource Identifier Named Resource Subject Named Resource Named Resource Other Managed & Name Assignment Assignment Relationship Assignment Assignment Named Resource Naming
  • 124. The Conceptual Data Model Grouping Resource Managed Named Resource Described By Institutionally Managed Named Resource Description Institutionally Describes Managed Named assignments like this View In Resource View In View In View In View In View In View In View In View In makes it possible to Viewed As Fonds Contained In Viewed As Series Contained In Viewed As File Viewed As C Work D Expressed As Viewed As Expression C D Viewed As Manifestation C D Viewed As C Item D Viewed As Other View refer to (i.e., create, Contains Contains Manifest As Exemplified By Expression Of Manifestation Of Example Of Contained In Contains Contained In Contains Viewed As Annotation update and delete) ID’s, names, parties- Institutionally Managed Find & Navigate Named Resource Description in-roles, and Responsible Party Identifying Authority Resource Aboutness Resource Description Resource Description Resource Description Rule Rule Person Organization Corporate relationships without governed by/ Body governed by/ governor of Agency governor of Other Relationship Resource Description Family Controlled Rule Access Point Corporate basis for/ Relationship/Rule Controlled Body Formal Rule basis of changing the content Assignment Preferred Subject Agency Informal Rule Variant basis for/ basis for/ basis of Other basis of Corporate of any Resource. Body Relationship Subject basis for/ "Name" basis of "Identifier" Concept Other Organization Identification Has Known By Event Relationship Name Computation Assigned Object The Other Responsible Identifier Party Subject Of Place Resource Other Managed Find & Navigate Named Resource In Description Relationship As Subject Institutionally Managed Find & Navigate Named Resource Assignment Identifying Relationship Relationship Institutionally Managed Institutionally Managed Institutionally Managed Other Managed From To Named Resource Identifier Named Resource Subject Named Resource Named Resource Other Managed & Name Assignment Assignment Relationship Assignment Assignment Named Resource Naming
  • 125. The Conceptual Data Model Notice that two of Managed Named Resource Described By Institutionally Managed Named Resource Description Institutionally Describes Managed Named these View In Resource View In View In View In View In View In View In View In View In Institutionally Viewed As Fonds Contained In Viewed As Series Contained In Viewed As File Viewed As C Work D Expressed As Viewed As Expression C D Viewed As Manifestation C D Viewed As C Item D Viewed As Other View Managed Named Contains Contains Manifest As Exemplified By Expression Of Manifestation Of Example Of Contained In Contains Contained In Contains Viewed As Annotation Resource Assignments are Institutionally Managed Find & Navigate Named Resource Description applied to an even Responsible Party Identifying Authority Resource Aboutness Resource Description Resource Description Resource Description Rule Rule Person Organization Corporate simpler type of governed by/ Body governed by/ governor of Agency governor of Other Relationship Resource Description Family Controlled Rule Access Point Corporate basis for/ Relationship/Rule Controlled Body Formal Rule basis of resource than the Assignment Preferred Subject Agency Informal Rule Variant basis for/ basis for/ basis of Other basis of Corporate Managed Named Body Relationship Subject basis for/ "Name" basis of "Identifier" Concept Other Organization Identification Has Known By Resource. Event Relationship Name Computation Assigned Object The Other Responsible Identifier Party Subject Of Place Resource Other Managed Find & Navigate Named Resource In Description Relationship As Subject Institutionally Managed Find & Navigate Named Resource Assignment Identifying Relationship Relationship Institutionally Managed Institutionally Managed Institutionally Managed Other Managed From To Named Resource Identifier Named Resource Subject Named Resource Named Resource Other Managed & Name Assignment Assignment Relationship Assignment Assignment Named Resource Naming
  • 126. The Conceptual Data Model This indicates that Managed Named Resource Described By Institutionally Managed Named Resource Description Institutionally Describes Managed Named identifier, subject View In Resource View In View In View In View In View In View In View In View In heading, Viewed As Fonds Contained In Viewed As Series Contained In Viewed As File Viewed As C Work D Expressed As Viewed As Expression C D Viewed As Manifestation C D Viewed As C Item D Viewed As Other View responsible party, Contains Contains Manifest As Exemplified By Expression Of Manifestation Of Example Of Contained In Contains Contained In Contains Viewed As Annotation and relationship lists are created Institutionally Managed Find & Navigate Named Resource Description and maintained by Responsible Party Identifying Authority Resource Aboutness Resource Description Resource Description Resource Description Rule Rule Person Organization Corporate institutions but are governed by/ Body governed by/ governor of Agency governor of Other Relationship Resource Description Family Controlled Rule Access Point Corporate basis for/ Relationship/Rule Controlled Body Formal Rule basis of useable by any Assignment Preferred Subject Agency Informal Rule Variant basis for/ basis for/ basis of Other basis of Corporate non-institutional Body Relationship Subject basis for/ "Name" basis of "Identifier" Concept Other Organization Identification Has Known By party. Event Relationship Name Computation Assigned Object The Other Responsible Identifier Party Subject Of Place Resource Other Managed Find & Navigate Named Resource In Description Relationship As Subject Institutionally Managed Find & Navigate Named Resource Assignment Identifying Relationship Relationship Institutionally Managed Institutionally Managed Institutionally Managed Other Managed From To Named Resource Identifier Named Resource Subject Named Resource Named Resource Other Managed & Name Assignment Assignment Relationship Assignment Assignment Named Resource Naming
  • 127. The Conceptual Data Model Managed Named Resource Described By Institutionally Managed Named Resource Description Institutionally Describes Managed Named View In Resource View In View In View In View In View In View In View In View In Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Contained In Fonds Series Contained In File Work Expression Manifestation Item Other View Contains C D Expressed As C D Manifest As C D Exemplified By C D Contains Expression Of Manifestation Of Example Of Contained In Contains Contained In Contains Viewed As Annotation Institutionally Managed Find & Navigate Named Resource Description Responsible Party Identifying Authority Resource Aboutness Resource Description Resource Description Resource Description Rule Rule Person Organization Corporate governed by/ Body governed by/ governor of Agency governor of Other Relationship Resource Description Family Controlled Rule Access Point Corporate basis for/ Relationship/Rule Controlled Body Formal Rule basis of Assignment Preferred Subject Agency Informal Rule Variant basis for/ basis for/ basis of Other basis of Corporate Body Relationship Subject basis for/ "Name" basis of "Identifier" Concept Other Organization Identification Has Known By Event Relationship Name Computation Assigned Object The Other Responsible Identifier Party Subject Of Place Resource Other Managed Find & Navigate Named Resource In Description Relationship As Subject Institutionally Managed Find & Navigate Named Resource Assignment Identifying Relationship Relationship Institutionally Managed Institutionally Managed Institutionally Managed Other Managed From To Named Resource Identifier Named Resource Subject Named Resource Named Resource Other Managed & Name Assignment Assignment Relationship Assignment Assignment Named Resource Naming
  • 128. Named Resource Managed Named Resource Described By Institutionally Managed Named Resource Description Institutionally Describes Managed Named View In Resource View In View In View In View In View In View In View In View In Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Contained In Fonds Series Contained In File Work Expression Manifestation Item Other View Contains C D Expressed As C D Manifest As C D Exemplified By C D Contains Expression Of Manifestation Of Example Of Contained In Contains Contained In Contains Viewed As Annotation Institutionally Managed Find & Navigate Named Resource Description Responsible Party Identifying Authority Resource Aboutness Resource Description Resource Description Resource Description Rule Rule Person Organization Corporate governed by/ Body governed by/ governor of Agency governor of Other Relationship Resource Description Family Controlled Rule Access Point Corporate basis for/ Relationship/Rule Controlled Body Formal Rule basis of Assignment Preferred Subject Agency Informal Rule Variant basis for/ basis for/ basis of Other basis of Corporate Body Relationship Subject basis for/ "Name" basis of "Identifier" Concept Other Organization Identification Has Known By Event Relationship Name Computation Assigned Object The Other Responsible Identifier Party Subject Of Place Resource Other Managed Find & Navigate Named Resource In Description Relationship Part Of As Subject Institutionally Managed Find & Navigate Named Resource Assignment Identifying Relationship Relationship Institutionally Managed Assigned Institutionally Managed Institutionally Managed Other Managed From To Named Resource Identifier Named Resource Subject Named Resource Named Resource Other Managed & Name Assignment Assignment Relationship Assignment Assignment Named Resource Has Part Naming Other Named Identifies Relating Resource Relating Or Names From To Type Of Has Subtype Of Type Type Relationship Type Other Relationship Other Type Role Subject Subtype Relationship Rule Type Of
  • 129. Named Resource Managed Named Resource Described By Institutionally Managed Named Resource Description Institutionally Describes Managed Named View In Resource View In View In View In View In View In View In View In View In Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Contained In Fonds Series Contained In File Work Expression Manifestation Item Other View Contains C D Expressed As C D Manifest As C D Exemplified By C D Contains Expression Of Manifestation Of Example Of Contained In Contains Contained In Contains Viewed As Annotation A Named Resource is a Resource that must be of one or more Institutionally Managed Find & Navigate Named Resource Description Identifying Authority Resource Description Resource Aboutness Resource Description Responsible Party Resource Description Types. Rule Rule Person Organization Corporate governed by/ Body governed by/ governor of Agency governor of Other Relationship Resource Description Family Controlled Rule Access Point Corporate basis for/ Relationship/Rule Controlled Body Formal Rule basis of Assignment Preferred Subject A Named Resource may be composed of one or more other Agency Informal Rule Variant basis for/ basis for/ basis of Other basis of Corporate Body Relationship Subject Named Resources. basis for/ "Name" basis of "Identifier" Concept Other Organization Identification Has Known By Event Relationship Name Computation Assigned Object The Other Responsible Identifier Party Subject Of A Type may be differentiated into one or more Subtypes. Place Resource Other Managed Find & Navigate Named Resource In Description Relationship Part Of As Subject Institutionally Managed Find & Navigate Named Resource Assignment Identifying Relationship Relationship Institutionally Managed Assigned Institutionally Managed Institutionally Managed Other Managed From To Named Resource Identifier Named Resource Subject Named Resource Named Resource Other Managed & Name Assignment Assignment Relationship Assignment Assignment Named Resource Has Part Naming Other Named Identifies Relating Resource Relating Or Names From To Type Of Has Subtype Of Type Type Types of Types are here Relationship Type Other Relationship Other Type Role Subject Subtype Relationship Rule Type Of
  • 130. Identifier, names and creator information are the most basic Resource Named Resource Managed Named Resource Described By Institutionally Managed Named Resource Description Institutionally characteristics that can be assigned, and appear at this very general level. Describes Managed Named View In Resource View In View In View In View In View In View In View In View In Viewed As Viewed As Viewed As Assigning an identifier to a Resource makes it uniquely distinguishable from Viewed As Viewed As Viewed As Viewed As Viewed As Contained In Fonds Series Contained In File Work Expression Manifestation Item Other View Contains C D Expressed As C D Manifest As C D Exemplified By C D Contains Expression Of Manifestation Of Example Of other Resources. Assigning an name to a Resource renders it discoverable (but Contained In Contains Contained In Contains Viewed As Annotation not necessarily uniquely) with a text-based search. Institutionally Managed Find & Navigate Named Resource Description Business Rules for this data model deliberately limit Responsible Party-in-role Identifying Authority Resource Description Rule Resource Aboutness Resource Description Rule Responsible Party Resource Description Person assignments for a Named Resource to a “Creator” role only. This follows from a governed by/ governor of governed by/ governor of Organization Corporate Body Agency Family Other Relationship Resource Description design assertion that “someone” who assigns more than a “Creator” role to a Controlled Rule Access Point Corporate basis for/ Relationship/Rule Controlled Body Formal Rule basis of Assignment Preferred Subject Agency Resource is either managing that Resource or knows someone who is. Informal Rule Variant basis for/ basis for/ basis of Other basis of Corporate Body Relationship Subject basis for/ "Name" basis of "Identifier" Concept Other Organization Identification Has Known By Event Relationship Name Computation Additional roles can be assigned, from the Managed Named Resources level on Assigned Identifier Object The Subject Of Other Responsible Party down. Place Resource Other Managed Find & Navigate Named Resource In Description Relationship Part Of As Subject Institutionally Managed Find & Navigate Named Resource Assignment Identifying Relationship Relationship Institutionally Managed Assigned Institutionally Managed Institutionally Managed Other Managed From To Named Resource Identifier Named Resource Subject Named Resource Named Resource Other Managed & Name Assignment Assignment Relationship Assignment Assignment Named Resource Has Part Naming Other Named Identifies Relating Resource Relating Or Names From To Type Of Has Subtype Of Type Type Relationship Type Other Relationship Other Type Role Subject Subtype Relationship Rule Type Of
  • 131. Named Resource Managed Named Resource Described By Institutionally Managed Named Resource Description Institutionally Describes Managed Named View In Resource View In View In View In View In View In View In View In View In Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Contained In Fonds Series Contained In File Work Expression Manifestation Item Other View Contains C D Expressed As C D Manifest As C D Exemplified By C D Contains Expression Of Manifestation Of Example Of Contained In Contains Contained In Contains Viewed As Annotation Institutionally Managed Find & Navigate Named Resource Description Responsible Party Identifying Authority Resource Aboutness Resource Description Resource Description Resource Description Rule Rule Person Organization Corporate governed by/ Body governed by/ governor of Agency governor of Other Relationship Resource Description Family Controlled Rule Access Point Corporate basis for/ Relationship/Rule Controlled Body Formal Rule basis of Assignment Preferred Subject Agency Informal Rule Variant basis for/ basis for/ basis of Other basis of Corporate Body Relationship Subject basis for/ "Name" basis of "Identifier" Concept Other Organization Identification Has Known By Finally(!), allowing a Named Resource to be composed of Event Relationship Name Computation Assigned Object The Other Responsible Identifier Party Subject Of one or more Named Resources follows a conceptual data modeling convention Place for entities that may be composed of parts (that may be composed of parts...). Resource Other Managed Find & Navigate Named Resource In Description Business Rules limit its use to theoretically relevant situations. Relationship Part Of As Subject Institutionally Managed Find & Navigate Named Resource Assignment Identifying Relationship Relationship Institutionally Managed Assigned Institutionally Managed Institutionally Managed Other Managed From To Named Resource Identifier Named Resource Subject Named Resource Named Resource Other Managed & Name Assignment Assignment Relationship Assignment Assignment Named Resource Has Part Naming Other Named Identifies Relating Resource Relating Or Names From To Type Of Has Subtype Of Type Type Relationship Type Other Relationship Other Type Role Subject Subtype Relationship Rule Type Of
  • 132. Named Resource Managed Named Resource Described By Institutionally Managed Named Resource Description Institutionally Describes Managed Named View In Resource View In View In View In View In View In View In View In View In Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Viewed As Contained In Fonds Series Contained In File Work Expression Manifestation Item Other View Contains C D Expressed As C D Manifest As C D Exemplified By C D Contains Expression Of Manifestation Of Example Of Contained In Contains Contained In Contains Viewed As Annotation Institutionally Managed Find & Navigate Named Resource Description Responsible Party Identifying Authority Resource Aboutness Resource Description Resource Description Resource Description Rule Rule Person Organization Corporate governed by/ Body governed by/ governor of Agency governor of Other Relationship Resource Description Family Controlled Rule Access Point Corporate basis for/ Relationship/Rule Controlled Body Formal Rule basis of Assignment Preferred Subject Agency Informal Rule Variant basis for/ basis for/ basis of Other basis of Corporate Body Relationship Subject basis for/ "Name" basis of "Identifier" Concept Other Organization Identification Has Known By Event Relationship Name Computation Assigned Object The Other Responsible Identifier Party Subject Of Place Resource Other Managed Find & Navigate Named Resource In Description Relationship Part Of As Subject Institutionally Managed Find & Navigate Named Resource Assignment Identifying Relationship Relationship Institutionally Managed Assigned Institutionally Managed Institutionally Managed Other Managed From To Named Resource Identifier Named Resource Subject Named Resource Named Resource Other Managed & Name Assignment Assignment Relationship Assignment Assignment Named Resource Has Part Naming Other Named Identifies Relating Resource Relating Or Names From To Type Of Has Subtype Of Type Type Relationship Type Other Relationship Other Type Role Subject Subtype Relationship Rule Type Of
  • 133. The Role of Conceptual Data Modeling In Cultural Heritage Institutions • Definitions – Conceptual, Logical, Physical, General • About data modeling – Modeling process, model, modeler • Data models as “Paper Tools” – Efficient reasoning about simple and complex models • Data modeling examples – FRBR entities are defined in the context of a Resource • What to do now – Revisit current modeling efforts; secure professional involvement in the modeling process; build, lease, buy modeling tools, training, education, taking leadership