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governance: rulebook v1.2 - TN-022 restreint le shortLabel aux cas ou il differe du label, annexe Display exhaustive sur 44 classes ; retrait de la copie dupliquee des shapes

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Bastien Gourdon
2026-08-05 09:29:23 +02:00
parent ea21b7b300
commit 1719ec1934
4 changed files with 110 additions and 37 deletions
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generated/PR_TBox_Rulebook.md
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@@ -1,6 +1,6 @@
# Pernod Ricard Data MetaModel — T-Box Rulebook # Pernod Ricard Data MetaModel — T-Box Rulebook
**Version 1.1** — Draft for review — generated 2026-08-03 **Version 1.2** — Draft for review — generated 2026-08-03
> Generated from `rules.yaml`. Do not edit this document: edit the source and regenerate (EV-007, EV-008). > Generated from `rules.yaml`. Do not edit this document: edit the source and regenerate (EV-007, EV-008).
@@ -444,7 +444,7 @@ The label is derived, not authored. Anything a reader needs that the derivation
## TN-022 — The short label carries the spoken form ## TN-022 — The short label carries the spoken form
**Statement.** A term carries pr:shortLabel whenever the form derived under TN-018 is not what the organisation writes or says. The short label is free: acronyms, abbreviations, hyphens, short forms. **Statement.** A term carries pr:shortLabel ONLY where the form derived under TN-018 is not what the organisation writes or says. Where the two coincide, no short label is declared: a duplicate of the label carries no information and is one more thing to keep in step. The short label follows the casing of the label it replaces — title case for a class — and admits what the label cannot: acronyms, abbreviations, dropped words.
| | | | | |
|---|---| |---|---|
@@ -454,12 +454,13 @@ The label is derived, not authored. Anything a reader needs that the derivation
| Executor | `review checklist` | | Executor | `review checklist` |
| Procedure | _pending_ | | Procedure | _pending_ |
**Why.** The short label is what makes the derivation rule bearable. Without it, a mechanical label impoverishes every screen; with it, display becomes explicit and centrally governed instead of being improvised by each consumer. It is MAJOR rather than BLOCKING because judging whether a derived form matches what people actually say is human work, and EV-011 forbids declaring a rule blocking with no executor. **Why.** The short label is what makes the derivation rule bearable. Without it, a mechanical label impoverishes every screen; with it, display becomes explicit and centrally governed instead of being improvised by each consumer. Restricting it to the cases where it actually differs is what keeps it meaningful: a short label present on every term degenerates into a second copy of the label, drifting from it one entry at a time. It is MAJOR rather than BLOCKING because judging whether a derived form matches what people actually say is human work, and EV-011 forbids declaring a rule blocking with no executor.
| From | To | Note | | From | To | Note |
|---|---|---| |---|---|---|
| "Data Sub Domain Owner" | short label Sub Domain Owner | the word Data is dropped in the spoken form | | "Data Sub Domain Owner" | short label Sub Domain Owner | the word Data is dropped in the spoken form |
| "Key Performance Indicator" | short label KPI, acronym KPI | the acronym channel is what makes TN-002 bearable | | "Key Performance Indicator" | short label KPI, acronym KPI | the acronym channel is what makes TN-002 bearable |
| a short label reading Metric on a class labelled Metric | no short label | a duplicate of the label carries nothing |
## TN-023 — The label is generated, never typed ## TN-023 — The label is generated, never typed
@@ -923,19 +924,47 @@ Applies TN-011 and TN-022. The short label is what screens display and what rela
| IRI | rdfs:label | shortLabel | acronym | Note | | IRI | rdfs:label | shortLabel | acronym | Note |
|---|---|---|---|---| |---|---|---|---|---|
| `DataDomain` | Data Domain | Domain | DD | DD is already the short form used inside A-Box identifiers under NR-014 | | `MetaModelObject` | Meta Model Object | - | - | |
| `DataSubDomain` | Data Sub Domain | Sub Domain | SD | no hyphen | | `DefinedObject` | Defined Object | - | - | |
| `DataDomainOwner` | Data Domain Owner | Domain Owner | DDO | | | `CapturedObject` | Captured Object | - | - | |
| `DataSubDomainOwner` | Data Sub Domain Owner | Sub Domain Owner | SDO | | | `OwnershipLayerObject` | Ownership Layer Object | Ownership Layer | - | the categorisation role moves into rdfs:comment |
| `DataProductOwner` | Data Product Owner | Product Owner | PO | NOT DPO — the initialism is taken by Data Protection Officer | | `BusinessLayerObject` | Business Layer Object | Business Layer | - | |
| `DataSteward` | Data Steward | Steward | - | | | `LogicalLayerObject` | Logical Layer Object | Logical Layer | - | |
| `DataGovernanceLead` | Data Governance Lead | Governance Lead | DGL | | | `PhysicalLayerObject` | Physical Layer Object | Physical Layer | - | |
| `DataElement` | Data Element | Element | - | drives the name of hasElement and hasGrainElement | | `DeliveryLayerObject` | Delivery Layer Object | Delivery Layer | - | |
| `BusinessConcept` | Business Concept | Concept | - | drives the name of usesConcept | | `ConsumptionLayerObject` | Consumption Layer Object | Consumption Layer | - | |
| `GovernanceLayerObject` | Governance Layer Object | Governance Layer | - | |
| `DataStructure` | Data Structure | - | - | the former short label was a gloss and belongs in rdfs:comment |
| `KeyConstraint` | Key Constraint | - | - | |
| `Actor` | Actor | - | - | |
| `DataDomain` | Data Domain | Domain | DD | DD is already the short form used inside instance identifiers |
| `DataSubDomain` | Data Sub Domain | Sub Domain | SD | no hyphen, for consistency |
| `BusinessObject` | Business Object | - | BO | | | `BusinessObject` | Business Object | - | BO | |
| `BusinessConcept` | Business Concept | Concept | - | drives the name of usesConcept |
| `Metric` | Metric | - | - | |
| `KeyPerformanceIndicator` | Key Performance Indicator | KPI | KPI | the acronym channel is what makes TN-002 bearable | | `KeyPerformanceIndicator` | Key Performance Indicator | KPI | KPI | the acronym channel is what makes TN-002 bearable |
| `DataObject` | Data Object | - | - | |
| `DataElement` | Data Element | Element | - | drives the name of hasElement and hasGrainElement |
| `Database` | Database | - | - | |
| `Schema` | Schema | - | - | |
| `Field` | Field | - | - | |
| `System` | System | - | - | |
| `SystemType` | System Type | - | - | |
| `Transformation` | Transformation | - | - | |
| `BaseTable` | Base Table | - | - | |
| `ExternalTable` | External Table | - | - | |
| `View` | View | - | - | |
| `PrimaryKey` | Primary Key | - | - | |
| `ForeignKey` | Foreign Key | - | - | |
| `DataProduct` | Data Product | - | - | |
| `DataContract` | Data Contract | - | - | |
| `DataInterface` | Data Interface | - | - | |
| `BusinessIntelligenceWorkspace` | Business Intelligence Workspace | BI Workspace | - | | | `BusinessIntelligenceWorkspace` | Business Intelligence Workspace | BI Workspace | - | |
| `BusinessIntelligenceDataSource` | Business Intelligence Data Source | BI Data Source | - | | | `BusinessIntelligenceDataSource` | Business Intelligence Data Source | BI Data Source | - | |
| `BusinessIntelligenceField` | Business Intelligence Field | BI Field | - | | | `BusinessIntelligenceField` | Business Intelligence Field | BI Field | - | reproduced whole in containsBIField under TN-011 |
| `BusinessIntelligenceReport` | Business Intelligence Report | BI Report | - | | | `BusinessIntelligenceReport` | Business Intelligence Report | BI Report | - | |
| `OwnershipLayerObject` | Ownership Layer Object | - | - | the categorisation role moves into rdfs:comment | | `DataDomainOwner` | Data Domain Owner | Domain Owner | DDO | |
| `DataSubDomainOwner` | Data Sub Domain Owner | Sub Domain Owner | SDO | |
| `DataProductOwner` | Data Product Owner | Product Owner | PO | not DPO - the initialism is taken by Data Protection Officer, a real GDPR role |
| `DataSteward` | Data Steward | Steward | - | |
| `DataGovernanceLead` | Data Governance Lead | Governance Lead | DGL | |
generated/PR_TBox_Rulebook.xlsx
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governance/migration/migrate_tbox_v2_0.py
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@@ -238,16 +238,22 @@ def migrate(onto, others, spec, rules, report):
report.add("isAbstract_declared", 1) report.add("isAbstract_declared", 1)
# 10 — display annotations, from the rulebook annex (TN-022) # 10 — display annotations, from the rulebook annex (TN-022)
# The annex is authoritative AND exhaustive: a null value means any existing
# annotation is removed. A short label identical to the label carries no
# information and is one more thing to keep in step.
for d in rules["display"]: for d in rules["display"]:
term = pr[d["iri"]] term = pr[d["iri"]]
for prop, value in ((pr.shortLabel, d.get("short_label")), for prop, value in ((pr.shortLabel, d.get("short_label")),
(pr.acronym, d.get("acronym"))): (pr.acronym, d.get("acronym"))):
if not value: current = list(onto.objects(term, prop))
continue if value:
if (term, prop, Literal(value)) not in onto: if (term, prop, Literal(value)) not in onto:
onto.remove((term, prop, None))
onto.add((term, prop, Literal(value)))
report.add("display_set", 1)
elif current:
onto.remove((term, prop, None)) onto.remove((term, prop, None))
onto.add((term, prop, Literal(value))) report.add("display_removed", len(current))
report.add("display_set", 1)
# 11 — regenerate every label by derivation (TN-018, TN-023) # 11 — regenerate every label by derivation (TN-018, TN-023)
kinds = (OWL.Class, OWL.ObjectProperty, OWL.DatatypeProperty, OWL.AnnotationProperty) kinds = (OWL.Class, OWL.ObjectProperty, OWL.DatatypeProperty, OWL.AnnotationProperty)
governance/rules.yaml
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@@ -17,7 +17,7 @@
meta: meta:
title: Pernod Ricard Data MetaModel — T-Box Rulebook title: Pernod Ricard Data MetaModel — T-Box Rulebook
version: "1.1" version: "1.2"
status: Draft for review status: Draft for review
date: "2026-08-03" date: "2026-08-03"
scope: > scope: >
@@ -520,9 +520,12 @@ rules:
category: Label category: Label
title: The short label carries the spoken form title: The short label carries the spoken form
statement: > statement: >
A term carries pr:shortLabel whenever the form derived under TN-018 is not A term carries pr:shortLabel ONLY where the form derived under TN-018 is not
what the organisation writes or says. The short label is free: acronyms, what the organisation writes or says. Where the two coincide, no short label
abbreviations, hyphens, short forms. is declared: a duplicate of the label carries no information and is one more
thing to keep in step. The short label follows the casing of the label it
replaces — title case for a class — and admits what the label cannot:
acronyms, abbreviations, dropped words.
scope: [class, individual] scope: [class, individual]
severity: MAJOR severity: MAJOR
control: {tier: human, executor: review checklist, procedure: null} control: {tier: human, executor: review checklist, procedure: null}
@@ -531,12 +534,16 @@ rules:
The short label is what makes the derivation rule bearable. Without it, a The short label is what makes the derivation rule bearable. Without it, a
mechanical label impoverishes every screen; with it, display becomes mechanical label impoverishes every screen; with it, display becomes
explicit and centrally governed instead of being improvised by each explicit and centrally governed instead of being improvised by each
consumer. It is MAJOR rather than BLOCKING because judging whether a derived consumer. Restricting it to the cases where it actually differs is what
form matches what people actually say is human work, and EV-011 forbids keeps it meaningful: a short label present on every term degenerates into a
declaring a rule blocking with no executor. second copy of the label, drifting from it one entry at a time. It is MAJOR
rather than BLOCKING because judging whether a derived form matches what
people actually say is human work, and EV-011 forbids declaring a rule
blocking with no executor.
examples: examples:
- {from: "\"Data Sub Domain Owner\"", to: "short label Sub Domain Owner", note: the word Data is dropped in the spoken form} - {from: "\"Data Sub Domain Owner\"", to: "short label Sub Domain Owner", note: the word Data is dropped in the spoken form}
- {from: "\"Key Performance Indicator\"", to: "short label KPI, acronym KPI", note: the acronym channel is what makes TN-002 bearable} - {from: "\"Key Performance Indicator\"", to: "short label KPI, acronym KPI", note: the acronym channel is what makes TN-002 bearable}
- {from: "a short label reading Metric on a class labelled Metric", to: no short label, note: a duplicate of the label carries nothing}
- id: TN-023 - id: TN-023
category: Label category: Label
@@ -1026,20 +1033,51 @@ abstractness:
- {term: SystemType, is_abstract: false, note: "must stay concrete — it types five individuals"} - {term: SystemType, is_abstract: false, note: "must stay concrete — it types five individuals"}
# ====== ANNEX: DISPLAY (TN-011, TN-022) ====== # ====== ANNEX: DISPLAY (TN-011, TN-022) ======
# Authoritative and exhaustive: a class absent from this list carries no
# short label and no acronym. A null short_label means any existing one is
# removed, since a duplicate of the label carries no information (TN-022).
display: display:
- {iri: DataDomain, label: "Data Domain", short_label: "Domain", acronym: "DD", note: "DD is already the short form used inside A-Box identifiers under NR-014"} - {iri: MetaModelObject, label: "Meta Model Object", short_label: null, acronym: null, note: null}
- {iri: DataSubDomain, label: "Data Sub Domain", short_label: "Sub Domain", acronym: "SD", note: "no hyphen"} - {iri: DefinedObject, label: "Defined Object", short_label: null, acronym: null, note: null}
- {iri: DataDomainOwner, label: "Data Domain Owner", short_label: "Domain Owner", acronym: "DDO", note: null} - {iri: CapturedObject, label: "Captured Object", short_label: null, acronym: null, note: null}
- {iri: DataSubDomainOwner, label: "Data Sub Domain Owner", short_label: "Sub Domain Owner", acronym: "SDO", note: null} - {iri: OwnershipLayerObject, label: "Ownership Layer Object", short_label: "Ownership Layer", acronym: null, note: "the categorisation role moves into rdfs:comment"}
- {iri: DataProductOwner, label: "Data Product Owner", short_label: "Product Owner", acronym: "PO", note: "NOT DPO — the initialism is taken by Data Protection Officer"} - {iri: BusinessLayerObject, label: "Business Layer Object", short_label: "Business Layer", acronym: null, note: null}
- {iri: DataSteward, label: "Data Steward", short_label: "Steward", acronym: null, note: null} - {iri: LogicalLayerObject, label: "Logical Layer Object", short_label: "Logical Layer", acronym: null, note: null}
- {iri: DataGovernanceLead, label: "Data Governance Lead", short_label: "Governance Lead", acronym: "DGL", note: null} - {iri: PhysicalLayerObject, label: "Physical Layer Object", short_label: "Physical Layer", acronym: null, note: null}
- {iri: DataElement, label: "Data Element", short_label: "Element", acronym: null, note: "drives the name of hasElement and hasGrainElement"} - {iri: DeliveryLayerObject, label: "Delivery Layer Object", short_label: "Delivery Layer", acronym: null, note: null}
- {iri: BusinessConcept, label: "Business Concept", short_label: "Concept", acronym: null, note: "drives the name of usesConcept"} - {iri: ConsumptionLayerObject, label: "Consumption Layer Object", short_label: "Consumption Layer", acronym: null, note: null}
- {iri: GovernanceLayerObject, label: "Governance Layer Object", short_label: "Governance Layer", acronym: null, note: null}
- {iri: DataStructure, label: "Data Structure", short_label: null, acronym: null, note: "the former short label was a gloss and belongs in rdfs:comment"}
- {iri: KeyConstraint, label: "Key Constraint", short_label: null, acronym: null, note: null}
- {iri: Actor, label: "Actor", short_label: null, acronym: null, note: null}
- {iri: DataDomain, label: "Data Domain", short_label: "Domain", acronym: "DD", note: "DD is already the short form used inside instance identifiers"}
- {iri: DataSubDomain, label: "Data Sub Domain", short_label: "Sub Domain", acronym: "SD", note: "no hyphen, for consistency"}
- {iri: BusinessObject, label: "Business Object", short_label: null, acronym: "BO", note: null} - {iri: BusinessObject, label: "Business Object", short_label: null, acronym: "BO", note: null}
- {iri: BusinessConcept, label: "Business Concept", short_label: "Concept", acronym: null, note: "drives the name of usesConcept"}
- {iri: Metric, label: "Metric", short_label: null, acronym: null, note: null}
- {iri: KeyPerformanceIndicator, label: "Key Performance Indicator", short_label: "KPI", acronym: "KPI", note: "the acronym channel is what makes TN-002 bearable"} - {iri: KeyPerformanceIndicator, label: "Key Performance Indicator", short_label: "KPI", acronym: "KPI", note: "the acronym channel is what makes TN-002 bearable"}
- {iri: DataObject, label: "Data Object", short_label: null, acronym: null, note: null}
- {iri: DataElement, label: "Data Element", short_label: "Element", acronym: null, note: "drives the name of hasElement and hasGrainElement"}
- {iri: Database, label: "Database", short_label: null, acronym: null, note: null}
- {iri: Schema, label: "Schema", short_label: null, acronym: null, note: null}
- {iri: Field, label: "Field", short_label: null, acronym: null, note: null}
- {iri: System, label: "System", short_label: null, acronym: null, note: null}
- {iri: SystemType, label: "System Type", short_label: null, acronym: null, note: null}
- {iri: Transformation, label: "Transformation", short_label: null, acronym: null, note: null}
- {iri: BaseTable, label: "Base Table", short_label: null, acronym: null, note: null}
- {iri: ExternalTable, label: "External Table", short_label: null, acronym: null, note: null}
- {iri: View, label: "View", short_label: null, acronym: null, note: null}
- {iri: PrimaryKey, label: "Primary Key", short_label: null, acronym: null, note: null}
- {iri: ForeignKey, label: "Foreign Key", short_label: null, acronym: null, note: null}
- {iri: DataProduct, label: "Data Product", short_label: null, acronym: null, note: null}
- {iri: DataContract, label: "Data Contract", short_label: null, acronym: null, note: null}
- {iri: DataInterface, label: "Data Interface", short_label: null, acronym: null, note: null}
- {iri: BusinessIntelligenceWorkspace, label: "Business Intelligence Workspace", short_label: "BI Workspace", acronym: null, note: null} - {iri: BusinessIntelligenceWorkspace, label: "Business Intelligence Workspace", short_label: "BI Workspace", acronym: null, note: null}
- {iri: BusinessIntelligenceDataSource, label: "Business Intelligence Data Source", short_label: "BI Data Source", acronym: null, note: null} - {iri: BusinessIntelligenceDataSource, label: "Business Intelligence Data Source", short_label: "BI Data Source", acronym: null, note: null}
- {iri: BusinessIntelligenceField, label: "Business Intelligence Field", short_label: "BI Field", acronym: null, note: null} - {iri: BusinessIntelligenceField, label: "Business Intelligence Field", short_label: "BI Field", acronym: null, note: "reproduced whole in containsBIField under TN-011"}
- {iri: BusinessIntelligenceReport, label: "Business Intelligence Report", short_label: "BI Report", acronym: null, note: null} - {iri: BusinessIntelligenceReport, label: "Business Intelligence Report", short_label: "BI Report", acronym: null, note: null}
- {iri: OwnershipLayerObject, label: "Ownership Layer Object", short_label: null, acronym: null, note: "the categorisation role moves into rdfs:comment"} - {iri: DataDomainOwner, label: "Data Domain Owner", short_label: "Domain Owner", acronym: "DDO", note: null}
- {iri: DataSubDomainOwner, label: "Data Sub Domain Owner", short_label: "Sub Domain Owner", acronym: "SDO", note: null}
- {iri: DataProductOwner, label: "Data Product Owner", short_label: "Product Owner", acronym: "PO", note: "not DPO - the initialism is taken by Data Protection Officer, a real GDPR role"}
- {iri: DataSteward, label: "Data Steward", short_label: "Steward", acronym: null, note: null}
- {iri: DataGovernanceLead, label: "Data Governance Lead", short_label: "Governance Lead", acronym: "DGL", note: null}