Purpose

Final Report of Week Two

Introduction

The DDI (Data Documentation Initiative) metadata standard, originally created in 1995 to document social science research data, has in recent years become relevant to new user groups, including the official statistics and medical research communities. In order to respond to these new users, DDI is developing a model-based specification (DDI Version 4) that can be expressed in XML Schema, RDF-S/OWL, relational database schema, and program languages. Such a data model will make it easier to interact with other disciplines and other standards, to understand the specification, to develop and maintain it in a consistent and structured way, and to enable software development that is less dependent on specific DDI versions.

Goals

The overall goal of both DDI workshops in Dagstuhl 2017 is to combine the good and mature parts of the work of the last years in order to have three working functional views, a working class library, the resulting bindings and a working production framework. This will be an important step for the publication of a pilot of DDI 4 which is planned for publication in the middle of 2018. The pilot should prove that the new approaches of DDI 4 work and make sense. This includes especially the model-driven approach, the functional views, and the datum-based data description.

The three planned functional views are Data Description, Data Capture, and Codebook. The goal is to have working functional views with core sets of items (in contrast of functional views which cover everything in the specific area). Additional features can be added to the views in future.

Existing work should be used, refined, and integrated. Start of new work should be minimized and only focus on missing parts which could block the finalization of working components.

Issues in this work – especially missing parts – should be described with underlying reasoning and plan for resolution (including priority level)

All working areas can be understood as a building block for the goal described above. Additionally, work will be done on strategic documents including the plan for a DDI-based infrastructure, the future strategic plan, and mission and guiding principles.

Overview

The workshop will focus on six main areas of work:

Integration of Data Description and Data Capture

It is very important that these two core areas are integrated. Identification and resolution of issues are crucial.

Data Description

The middle term goal is to have a Functional View with all related features of DDI Lifecycle 3.2 including mapping documentation. A core set of features should be described which are planned for publication. The work will focus on this core set.

Data Capture

The middle term goal is to have a Functional View with all related features of DDI Lifecycle 3.2 including mapping will focus on this core set.

Modeling

Integrative support for achieving the goals of the three Functional Views mentioned above.
Introduction of maturity levels with indication of the maturity of classes in the library (possibly in relationship to the version). Maturity level and version information is crucial on the model level not necessarily on the level of the bindings.

Use Cases

Description of major use cases and what DDI 4 can do for them. This work should focus in the workshops on the core sets of items which are realized in the three functional views.

Strategic Documents

Mature drafts of documents on mission and guiding principles, strategic plan, and infrastructure vision
Base documents:
- unpublished draft of Mission and Guiding Principles
- current strategic plan
- discussion paper on infrastructure vision started at Dagstuhl 2016
- Presentation in the annual DDI Alliance meetings 2017
- The DDI Alliance - An Independent Review of Governance, Intellectual Property Rights and Related Matters (2011)

Dagstuhl Map of Meeting Rooms

Daily Schedule (sessions, meals, breaks)

Draft Agenda

Review of updated documents Lead: AchimWho: Chuck, George, Mari, Hossein, Jon, Wendy

DAY/TIME - GROUP

DATA DESCRIPTION / DATA CAPTURE

USE CASES

STRATEGIC DOCUMENTS

Monday AM

PLENARY SESSION - INTRODUCTION TO THE WEEK, OVERVIEW OF AGENDA, WORK PROGRAM, ETC.

Monday PM

Review of current model status,

Identification of DD/DC integration requirements/Review of Codebook requirements for DD/DC

Lead: Larry/Wendy

Who: Arofan, Dan, Jay, Ingo, Jon, Knut, Wendy, Barry, Steve

Outline of use case work program

Lead: Jon

Who: Esra, Kelly, Sanda, Wolfgang

Review of vision statement

Outline of proposed updates

Lead: Bill

Who: Achim, Chuck, George, Ingo, Jay, Larry, Mari, Hossein,Steve

Tuesday AM

DD/DC integration

Lead: Larry/Wendy

Who: Arofan, Dan, Jay, Jon, Knut, Wendy

Scoping of use cases

Lead: Jon

Who: Esra, Kelly, Sanda, Wolfgang

Review and assessment of base documents

Lead: Bill

Who: Achim, Chuck, George, Ingo, Mari, Hossein

Tuesday PM

DD/DC integration

Lead: Larry/Wendy

Who: Arofan, Dan, Jay, Jon, Knut, Wendy, Barry

Scoping of use cases

Lead: Jon

Who: Esra, Kelly, Sanda, Wolfgang

Small Group Writing

Lead: Bill

Who: Achim, Chuck, George, Ingo, Mari, Hossein

Wednesday AM

Remodelling of DD/DC as required

Documentation as assigned

Lead: Larry/Wendy

Who: Arofan, Dan, Jay, Wendy, Ingo, Knut, Steve

Use cases

Lead: Wolfgang

Who: Esra, Kelly, Sanda, Bill, Mari

SDMX overview

Outline of technical requirements

Lead: Achim

Who: Chuck, George, Ingo, Jay, Mari, Hossein, Steve, Bill

Wednesday PM

2:00pm use case exchange

Review of current modelling status

Outline of modelling team work activities

4:00pm Call w/ Barry/Dan S. in S005

Lead: Wendy

Who: Arofan, Dan, Jay, Knut, Larry, Barry, Oliver

2:00pm use case exchange

Use cases

Lead: Jon

Who: Esra, KH, Sanda, Wolfgang, Bill, Mari

2:00pm use case exchange

Review of updated documents

Lead: Achim

Who: Chuck, George, Mari, Hossein, Jon, Wendy

Thursday AM

DD/DC work

Lead: Wendy

Who: Arofan, Dan, Jay, Larry, Knut, Oliver

Use Cases integration w/ DD/DC use cases

Lead: Jon

Who: Esra, Kelly, Sanda, Wolfgang

Review outline of vision, high-level technical definition, prototype, and guiding principles.

Lead: Steve

Who: Achim, Dana (ThF), Maggie (ThF), Bill, Chuck, George, Mari

Thursday PM

Modelling team review

4:00pm call w/Dan S.

S005

Lead: Wendy

Who: Arofan, Dan, Jay, Larry, Knut, Oliver

Connecting Use cases to DD/DC/CB

Lead: Jon

Who: Esra, KH, Sanda, Wolfgang

Outline strategic plan

3:30pm call w/Barry (kaiserslautern)

Lead: Steve

Who: Achim, Dana (ThF), Maggie (ThF), Bill, Chuck, George, Mari

Friday AM

Data Description / Data Capture separate work

Lead: Wendy/Larry

Who: Arofan, Dan, Jay, Larry, Knut, Oliver

Documentation of Use cases

Lead: Jon

Who: Esra, Kelly, Sanda, Wolfgang

Plan for future work, continue strategic plan work

Lead: Steve

Who: Achim, Dana (ThF), Maggie (ThF), Bill, Chuck, George, Mari

Friday PM

Modelling team review

Lead: Wendy

Who: Arofan, Dan, Jay, Larry, Knut, Oliver

Documentation of Use cases

Lead: Jon

Who: waifs and strays

Strategic planning

Lead: Steve

Who: Achim, Dana (ThF), Maggie (ThF), Bill, Chuck, George, Mari)

Materials for Use in Sprint

Link to All Google Drive Working Folders

Introductory Slides

Goals Week Two - Dagstuhl 2017

Topics Pages:

Data Description/Data Capture

Use Cases

Strategic and Infrastructure Planning

Local Information

Dates: October 23 - 27, 2017

The workshop takes place at Schloss Dagstuhl. It has the Dagstuhl event number 17433 and a related web page.

See the separate page for practical information.

Attendees

First Name	Last Name	Organization
Hossein	Abroshan	CESSDA ERIC - Consortium of European Social Science Data Archives (European Research Infrastructure)
Esra	Akdeniz	GESIS - Leibniz Institute for the Social Sciences
George	Alter	Population Studies Center, University of Michigan
Ingo	Barkow	HTW Chur, University of Applied Sciences
William	Block	CISER - Cornell Institute for Social and Economic Research
Kelly	Chatain	Survey Research Center, University of Michigan
Dan	Gillman	U.S. Bureau of Labor Statistics (BLS)
Jay	Greenfield
Arofan	Gregory
Larry	Hoyle	Institute for Policy & Social Research, University of Kansas
Chuck	Humphrey	Portage Network, Canadian Association of Research Libraries
Sanda	Ionescu	Interuniversity Consortium for Political and Social Research (ICPSR), University of Michigan
Jon	Johnson	UK Data Archive
Mari	Kleemola	Finnish Social Science Data Archive (FSD)
Margaret	Levenstein	Interuniversity Consortium for Political and Social Research (ICPSR), University of Michigan
Jared	Lyle	Interuniversity Consortium for Political and Social Research (ICPSR), University of Michigan
Steven	McEachern	Australian Data Archives, Australian National University
Dana	Müller	Research Data Centre (FDZ) of the Federal Employment Agency, Institute for Employment Research (IAB)
Wendy	Thomas	Minnesota Population Center, University of Minnesota
Joachim	Wackerow	GESIS - Leibniz Institute for the Social Sciences
Knut	Wenzig	German Socio-Economic Panel (SOEP), German Institute for Economic Research (DIW Berlin)
Wolfgang	Zenk-Möltgen	GESIS - Leibniz Institute for the Social Sciences

	File	Modified
Labels No labels View	PDF File DDIMissionAndPrinciples20120914.pdf	Aug 06, 2017 by Joachim Wackerow
Labels No labels View	Microsoft Powerpoint Presentation InfrastructureVision_JW_2017-05-20v2.pptx Presentation in the annual DDI Alliance meetigns 2017	Sep 04, 2017 by Joachim Wackerow
Labels No labels View	PDF File DDI_Alliance_Report_FINAL_110511.pdf	Oct 13, 2017 by Joachim Wackerow
Labels No labels View	PDF File Dagstuhl 2017 Week 02 Draft Agenda.pdf	Oct 17, 2017 by Kelly Chatain
Labels No labels View	PDF File Welcome_und_Grundriss_neu - Week1.pdf	Oct 22, 2017 by Kelly Chatain
Labels No labels View	Microsoft Powerpoint Presentation Intro_Dagstuhl2017_wk2.pptx	Oct 23, 2017 by Kelly Chatain
Labels No labels View	Microsoft Powerpoint Presentation GoalsWeek2.pptx	Oct 23, 2017 by Kelly Chatain
Labels No labels View	PDF File Report from Week Two of DDI Dagstuhl Sprint.pdf	Jan 19, 2018 by Kelly Chatain

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Dagstuhl Sprint, October 2017 (Week Two)