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UDT Series on Data Communication Technologies and Standards for Libraries

Electronic Data Interchange: An Overview of EDI Standards for Libraries (1993)

4. GLOBAL EDI INFRASTRUCTURE

4.1 The Open-edi

4.1 - The "Open-edi" Conceptual Model (Knoppers (1993)) (19K)

4.1.1 The Open-edi Conceptual Model

The group also defined the Open-edi Conceptual Model illustrated in Figure 4-1. The model illustrates the relationships between the various components of an EDI transaction. The Reference Model is subdivided into two aspects of EDI communication, or "views":

  1. The Business Operational View focuses on high-level operations and their associated requirements. It is concerned with the semantics of business data and with business conventions and roles. This includes operational conventions and agreements.

  2. The Functional/Service View focuses on the mechanistic requirements for realizing the operations described within the Business Operational View. This includes definition of message syntax, naming and addressing issues, audit tracking, etc.
Business Operational View
The Business Operational View models describes the "edi' process in terms of "role players" and "scenarios". A scenario is a generic description of a set of Open-edi operations. Actual operations may proceed along different decision paths defined within scenarios. For example, the acquisitions process could be treated as an Open-edi scenario. Within the lifetime of a purchase transaction there are a number of decision points at which various paths for future operations are available. The scenario descriptions for acquisitions would describe all the possible decision paths.

A role describes all possible actions of a role player in a scenario. A role supports the notion that parties in an EDI scenario are autonomous decision-making entities by providing a variety of choices of action. In an instance of a scenario, a role player is seen as exercising choice (through some process which is outside the model) in selecting its next step within its role.

In the course of a scenario, role players exchange information "parcels", which might be EDIFACT messages, and/or other kinds of data. A role proceeds in atomic steps (i.e. steps which cannot be further subdivided) called episodes. An episode is executed fully or it is not executed at all.

In an episode, a role player receives information parcel(s) from other role players such as a purchase order sent to a book seller. The "business" information in the parcel(s), such as bibliographic information and the number of copies together with other information that the role player already has such as whether the book is in print or not, is used to make a business decision, i.e, to supply the book or not. Having made a decision, business information is prepared, the role player checks against agreements and context and executes one of several possible next steps, e.g. a shipped notification is sent indicating that the desired item(s) have been shipped.

Future Work
The report of the Open-edi study report concludes by identifying seven areas in which further work is required to allow the Reference Model and related standardization work to proceed:

  1. Open-edi Reference Model

  2. Business Agreement Services

    • develop uniform semantic descriptions of the conventions, agreements and commitments of their information exchanges

    • develop uniform semantic descriptions of rules governing the business roles of the participants in Open-edi transactions

    • develop mechanisms for registrations of descriptions mentioned above

  3. edi support services

    • Specify concrete data usage, services and service interfaces for accomplishing Open-edi transactions among any number of users. Among the services are: control and content syntax reconciliation; secure, auditable information exchanges; selection and interfacing with open system communications services, etc.

  4. Requirements for amendment and/or addition of non-EDI-specific standards.

  5. Usage specifications for non-EDI-specific standards.

  6. Requirements for amendment and/or addition of EDI-related standards

  7. Usage specifications for EDI-related standards.

4.1.2 ISO/IEC JTC1/WG3

The final report from the SWG-EDI was discussed and accepted by ISO/IEC JTC1 in October 1991 (Knoppers,1993). This was followed by the creation of a new working group to carry on the work of developing an Open-edi Conceptual Model. The Working Group on Open Electronic Data Interchange (JTC1/WG3) objective is to standardize mechanisms and services in support of Open-edi.

JTC1/WG3's program of work will encompass:

  • the identification of requirements for mechanisms and services in support of open electronic data interchange

  • development of an approach to meet these requirements through the use of existing or new standards

  • ·development of required standards and models, where these are not covered by other areas of activities

  • liaison on behalf of JTC 1 with other groups working on electronic data interchange within and outside of ISO and IEC

4.1.3 IAeG

The Inter-Agency Working Group for Coordinated Open-edi Standards Development (IAeG) was formed to coordinate EDI-related work going on within a number of international organizations other than ISO and the IEC. It includes representatives from a broad spectrum of organizations creating EDI applications or involved in EDI standardization. It is anticipated that this group will help to integrate existing EDI standards developments with the Open-edi concept and help to avoid divergent approaches to EDI standardization and implementation (Consensus, 1992).

4.1.4 Applications for Open-edi

The user groups whose requirements were taken into account in defining a model for EDI were very diverse. It included not only trade and commerce organizations, but also those involved in scientific and technical, manufacturing, meteorological, geographical, medical, library, and public administration activities. The model is designed to include the exchanges of all information types, as long as they are predefined, structured and processable by applications at both ends. As such it is anticipated that 'edi' will extend beyond current applications such as purchase orders, invoices, payments, bills of lading, customs declarations, and funds transfers. Open-edi includes not only traditional data types such as numbers, character strings, currencies and date and time-stamps but also CAD/CAM. Graphical User Interfaces, bit-maps/graphics and voice recordings. As such, EDI technology could be used to support the exchange of information such as interlibrary loans, student transcripts, passports and medical records (Knoppers, 1993).

It will be a few years before there are software products and systems in place which support the Open-edi model. The primary function of the Open-edi initiative is to ensure the global exchange of edi messages. The Open-edi initiative has provided the framework necessary to continue this work. In short, Open-edi principles can be applied to almost any activity which involves the exchange of predefined and structured data electronically among the information systems of organizations or individuals.

4.2 European Community

Early in 1988, the European Community (EC) recognized the strategic importance of rapid and coordinated development of EDI to improve trading relations between member countries. This lead to the development of the Trade Electronic Data Interchange System (TEDIS) Programme to coordinate EDI activities within the EC.

4.2.1 The TEDIS Programme

The objectives of the TEDIS programme are stated as follows:

  • to avoid the proliferation of closed EDI systems and the widespread incompatibility that this entails

  • to promote the creation and establishment of trade EDI systems which meet the needs of users, particularly small to medium sized enterprises

  • ·to increase the awareness of the European telematic equipment and services industry to meet these user requirements

  • ·to support the use of common standards for example ISO 7372, the Trade Data Elements Directory and ISO 9735 the EDIFACT (Electronic Data Interchange for Administration, Commerce and Transport) message syntax and standard messages.

To meet these objectives, the programme coordinates activities in different industry sectors and encourages the formation of user groups, pilot projects and work on message standards (Peeters, 1988).

The TEDIS programme also works to coordinate the efforts of the various European user groups and organizations involved in EDI activities in the various industry sectors by offering them logistic support and financial assistance. Two TEDIS supported initiatives involving the adoption of EDI by the book and serial industry are discussed in Section 6 of this report. TEDIS also works closely with the EDIFACT Board for Western Europe.

As part of its technical support activities, TEDIS maintains a database of standard message types, segments, codesets and data elements in current use, so that potential users can apply messages that have already been developed by the various sectors. The TEDIS programme also works to coordinate issues of common interest across the sectors such as telecommunications issues, security issues, legal aspects and software provision, In the area of telecommunications, the use of OSI protocols such as X.400 and FTAM is encouraged to support EDI communications.

Currently in its second phase, 29 contracts have recently awarded under the TEDIS programme for a variety of EDI initiatives and pilot projects. It is hoped that this programme will provide a firm base for the development of EDI within the European Community.

4.3 EDI World Institute

The EDI World Institute is a non-profit organization founded in April 1992 that is dedicated to the rapid development and use of electronic data interchange in business world wide from a user perspective. The institute's founding meeting was attended by representatives from Australia, Austria, Canada, Hong Kong, Indonesia, Italy, Japan, Korea, the Netherlands, Slovenia, Taiwan, United Kingdom and the United States.

The EDI World Institute's mandate includes efforts:

  • ·accelerate the diffusion and acceptance of EDI throughout the world economy by identifying the means and methods to expand its use and enhance its value to all users

  • ·establish linkages with business, EDI associations, industry associations, government agencies, international organizations and universities in a cooperative effort to promote and realize the benefits of EDI

  • ·support implementation initiatives in EDI, in international business, world trade and the public sector.

The primary thrust of the Institute is to support research, implementation activities, information and education services. While the EDI World Institute works to support and promote the use of international standards, the Institute does not participate in the formal EDI standards development process.

Membership in the EDI World Institute is open to national EDI associations and councils, private companies involved in world trade, government and industry organizations involved in the implementation of EDI as well as research and academic institutions.

It is hoped that the EDI World will provide the coordination necessary to cope with the problems inherent in the development and use of EDI on a global scale (Lortie, 1993).

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