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Everything is Subjective
                                                        TMRA 2008, Leipzig, October 2008




Peter F Brown
Pensive S.A.

All content © 2008, Pensive S.A
The contents of this file may be copied on condition that they remain complete and intact,
including this page.
Where would you start?
►The old Dublin joke...
►Every topic is/should be a “portal”
►My starting topic and entry point: some issues bugging
 me:
 ►Minor bugs:
  ►Classification – how and why
 ►“versions”
 ►“context” and scope
Faceted classifications
►Classification and facets
 ►Can we ever know whether we‟ve
 captured every “facet”?
 ►Does it matter?
What’s the point of a version?
►“What‟s the point”,
 ►as in: “why bother”,
 ►as well as: “where is the specific point”
►If we accept, at some point in the future, that: x
 becomes x(another version)
 ►what is particular, special, about that point?
 ►What decisions are implied or explicitly stated?
►More to the point:
 ►Do we actually have a clear model of what it means
  to be a “version”?
Functional differences
►We use the same concept “version” to play too many
 roles concomitantly:
 ►A stage in the evolution of an artefact (a process)
 ►A state (“incomplete”, “finished”)
 ►A status (“draft”, “approved”)
  Let‟s look at a few...
“Authentic” versions
►The Bible
    ►King James Authorised Version
    ►...and the Great Bible?
    ►...and the Bishops Bible?

                                                                                 v1.0?


                                                v2.0?
                                                They are considered “authentic” because an
                                                authority (a king) deemed them so. The Bishops
                                                Bible was never officially “authenticated” but
       If they are “versions”,                  nonetheless is the basis of “sanctioned” texts such
       versions of what, exactly?               as Psalms and the Book of Common Prayer
6      What is the referent?        v3.0?
“Point of View” as a version
►2008 film “Vantage Point”
    ►8 versions of a story.
    ►“versions” of the same events?
    ►“8 Points of View. 1 Truth”




7
What are versions for?
►Identifying content?
►Tracking evolution?
►Tracking differences? What sort of differences?
    ►“Significant progress”?
    ►Capturing and notifying cock-ups and errors?
►and canonical forms?
    ►Are they versions?
    ►If so, what of? Or are they the elusive “referent”?
    ►If not, then what are the other non-canonical forms?
8
Version numbers
►All numbering systems have an implied hierarchy
    ►“v2” implies “v1”, and suggests that a “v3” could be coming
     along later...
    ►Would be odd to suddenly have a “v2.1” slipped in...
    ►Nonsense of the “Anything 2.0” trend
     ►“SOA 2.0”: SOA is a reference model not a software build.
     ►“Web 2.0” is what exactly? Can someone define Web 1.0? And was
      there a Web 1.1 somewhere along the line? Did I miss it? Says who?
     ►and when our shiny, new, perfectly formed “v1.0.0.0” turns out not to
      be fit for major release after all?
    ► The main problem is that we implicitly attribute too
      much semantics to the numbers
9
When is a thing not a version?
►“...you can't make any progress by being afraid of your own
 shadow during design.” (Greg Hudson)
     ► But a “version” is often a shadow – expectation that your next “version”
       must be “better”, “newer”, than the current one
     ► Does the “version” n+1 always have to appear as following version n?
►If there is a v1 and v2,
     ►who says there cannot be a v1.1 or v2.3, or v1.9.7.3.6.1....?
     ► Are there any “holes” (Pythagoras, Christianity and Milton would say
       not)
     ►Can there ever be a “final version”?
►Is the process just a steady continuum?
     ► If so, where are the “natural joints”? And how do you measure a point on
       the continuum?
10
Case study
 ►Hierarchical naming convention to capture several
  orthogonal properties:
         1234-v2.3-en.doc
         ►The referent: a single “document” reference (that was the theory at least);
         ►A version
         ►A language version
         ►A media type version
 ►The ordering of the values became semantically and
  computationally significant:
     Implies that
     1234-v2.3-ro.doc
     can be considered as being the Romanian translation of:
     1234-v2.3-en.doc
     Or that
     1234-v4.1-fi.doc
     Implies that there is an equivalent version in any/all other languages
11
Versions of version
►Release       ►Feature
►Revision      ►PoV
►Build         ►Variant
►Patch         ►Form
►Status        Most common use – as a
►State         “snapshot” on the timeline
►Translation   of some evolving artefact
►Media type

12
What do we actually need?
►All of these and possibly more!
 ►We‟ve often been locked in sterile conflict because of
  misunderstandings over what we mean by “version”
►So we need a different model...
 ►That breaks the idea that versions are simply linear/scalar
  progressions
 ►That allows different orthogonal properties to be expressed
  unambiguously
 ►That nonetheless keeps some principles intact
 ►That disambiguates our understanding of what a particular
  artefact actually “is” – this is the crucial point
Every thing is; It has no version
►If every thing has an identity, then versions of “it” are
 also things, and therefore also have identity.
►Every “thing” is; but every thing can also be
 “something” of other things
     ►it has relationships or associations with other things
      ► one/some of those associations should be “is version of”
     ►Version is not an inherent (or intrinsic) property...
     ►...but an associative property
      ►Don‟t talk about “version 5 of fooML”
      ►Instead that the work “fooML” is currently represented by “bar.xsd” and
       that “bar.xsd is considered as version 5 of fooML”
14
Did Wittgenstein understand it?
►Are there any prototypical characteristics of “version”?
►We only attribute “versions” to artefacts
 ►So it is a creative process
 ►And we attribute, therefore it is not an inherent property
►We attribute versions according to some agreed or
 implied process:
 ►“approved”; “checked-in”; “published”; “supersedes”....
►But who or what drives that process?
   ►A piece of software (CVS, SVN, SharePoint, a CMS)?
15
   ►An authority (a consortium, a standards body)
A version of...?
►“And you are a „version‟ of....what exactly”?
►Implies a referent:
     ►Not so much:
               a is v1        b is v2     c is v3

     ►as:                                 a
                                    v1

                         Referent   v2
                         Artefact         b
                                    v3
                                          c
16
A more complete model (1)
►Inspired by the “Functional Requirements for
 Bibliographical Records” of IFLA
►4-layer model for artefacts:
                                                                     “Abstract”
  ►“Work”                          “The fooML language”
   ►“Expression”                   “The fooML schema, v1”
     ►“Manifestation”              “http://www.fooML.org/Schema...”
        ►“Item”                    “c:DatafooMLv6.xsd”
                                                                                  “real-world”
  ►Allows us to address requirements to the most
   appropriate level:
   ► Sometimes we need to relate to the “work”, sometimes as far down
     the stack as the “item”. Often why so much software is cracked –
     no explicit agreement as to which level is or needs to be
17   addressed                                        © Pensive S.A., All Rights Reserved
A more complete model (2)
     Allows us also to be much more
     expressive about the relations
     between the difference levels
                                      ArtefactA

        ArtefactB ArtefactC ArtefactD ArtefactE

            ArtefactF

            ArtefactG



18                                                © Pensive S.A., All Rights Reserved
A new vision of version
►No, not “Version, version 2.0”
     ►Rather an understanding that versions are not pure scalar
      values
     ►Even if only understood in the chrono-evolutionary sense,
      think of a version as a relationship between two distinct things
      rather than one “thing” with an inherent property, the value of
      which changes according to its evolution.
     ►If we learnt anything about XML, it is that no label is truly “self-
      describing” – least of all the concept of “version”
     ►It‟s ultimately subjective!

19
Key issues
►When anyone mentions versions or versioning – assume
 nothing! Be explicit
►Identify the properties that are important, for which
 stakeholders, and for which purposes
►Accept that these properties are mostly/all orthogonal
►Have a clearer understanding of different layers of
 abstraction of any artefact
►Come to terms with the ensuing nightmare of connections
►Recognize that that is something that computers are good
 at handling 
►Don‟t succumb to Parkinson‟s Law 2.0
20                                         © Pensive S.A., All Rights Reserved
What is context?
►“I have no idea, but I‟ll know one when I see one”
►A major (scientific) concern is whether context is
 subjective or objective
     ►Looking at it as subjective:
      ►It is the “private experience of meaning” of some “thing”...
      ►and so, entirely personal
     ►But we refer to “context” more commonly when we attempt to
     recreate a situation in which that experience took place:



21                                                          © Pensive S.A., All Rights Reserved
Managing Context
►Why should we bother?
►Simply trying to remember why one wanted to
 remember something - “I bookmarked it, but why?...”
►Finding back the “raison d‟être” for some action
►A “way back when machine” – what exactly was going
 on “around” a particular subject at a particular moment




22                                        © Pensive S.A., All Rights Reserved
Managing Context
►All require some attempt to recreate a setting “outside
the skull of any reasoning individual”:
     ►either to trigger and call up a “mental model” of a previous
     context (“subjective”)
     ►or to “share some understanding” of a situation (“objective”)
►Are they both the same?
     ►The context must surely trigger a similar mental model (or as
     close as possible)for another person
►Danger of “shallow informationalism”

23                                                  © Pensive S.A., All Rights Reserved
Representing context
►A greater proportion of our interactions with the world
 are via digital user agents
 ►chances are increasing that we can capture context more and
  more accurately (“Vantage Point” again)
 ►but take care... Paul Duguid‟s anecdote
►Topic Maps provides the “scope” construct:
 ►“represent the context within which a statement is valid”
 ►a “bag” of topics that together represent the “setting” of a
 particular statement
 ►but usually only the setting that I have captured – never the
 “whole truth”
Questions raised
►We can reify and navigate a Topic Map by topic,
 association or role, but are there situations where it
 would make sense to navigate by context?
►Are TM associations more adaptable and better suited
 to represent context?
►What topics are relevant to a particular context?
 ►Is it knowable? (At least, in advance. Hindsight is always 20/20)
 ►Is it more than data? (Vinegar and Browned Paper)
 ►Can it ever be complete?
 ►Ultimately is about expressing “why I understand this thing in
  the way that I do” – nothing more
Large-scale information sharing
►If information is well managed it‟s “information territory”
 will have reasonably well-defined edges
►Sharing requires nodes at the boundary edges of one
 territory to permit traversal to similar nodes in another
►Contrast:
 ►“information management” environments aim to promote an
  organization‟s own strategic goals
 ►“information sharing” environments that extend beyond
  organizational boundaries
Problems and responses
►Most Topic Maps implementations are “proprietary”
 silos, systems running under a centralized model
►The Topic Map merge construct is too centripetal
 ►share characteristics of hypermedia systems from the 1980s
 ►learn from the blogosphere – create and syndicate
 ►The value of the web – “serendipitous discovery” – why, oh
  way, haven‟t we managed this in TM?
 ►“topic merge by ID” should become a connector between
  separate maps, not an excuse to merge and ingest whole
  maps
 ►How do we do it in practice?
Problems and Responses
►Topic Map Fragments?
     ►encouraging work coming from the CEN eGov-Share project
     (“TM-Share”)
►Topic Maps as “semantic networks”
     ►networks of networks must be possible
     ►any topic must be recognizable – especially externally – as a
     network node. Question remains: how to address it?




28                                                 © Pensive S.A., All Rights Reserved
Conclusions
►Managing context will require:
 ►a big semantic space
 ►large and scalable information stores
 ►cross (information) domain permeability of topics
►Emergence of “topic webs”
►It‟s my world – I want to organise it around what is
 important for me, not you.
 ►I am my starting point
 ►I can‟t know and capture every thing
 ►I do want to reach out and connect
 ►But ultimately, it‟s still my choice, my map, my reality
Everything is Subjective
                  TMRA 2008, Leipzig, October 2008




                                 peter@pensive.eu




Supporting the Information-Driven Enterprise

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Everything is Subjective

  • 1. Everything is Subjective TMRA 2008, Leipzig, October 2008 Peter F Brown Pensive S.A. All content © 2008, Pensive S.A The contents of this file may be copied on condition that they remain complete and intact, including this page.
  • 2. Where would you start? ►The old Dublin joke... ►Every topic is/should be a “portal” ►My starting topic and entry point: some issues bugging me: ►Minor bugs: ►Classification – how and why ►“versions” ►“context” and scope
  • 3. Faceted classifications ►Classification and facets ►Can we ever know whether we‟ve captured every “facet”? ►Does it matter?
  • 4. What’s the point of a version? ►“What‟s the point”, ►as in: “why bother”, ►as well as: “where is the specific point” ►If we accept, at some point in the future, that: x becomes x(another version) ►what is particular, special, about that point? ►What decisions are implied or explicitly stated? ►More to the point: ►Do we actually have a clear model of what it means to be a “version”?
  • 5. Functional differences ►We use the same concept “version” to play too many roles concomitantly: ►A stage in the evolution of an artefact (a process) ►A state (“incomplete”, “finished”) ►A status (“draft”, “approved”) Let‟s look at a few...
  • 6. “Authentic” versions ►The Bible ►King James Authorised Version ►...and the Great Bible? ►...and the Bishops Bible? v1.0? v2.0? They are considered “authentic” because an authority (a king) deemed them so. The Bishops Bible was never officially “authenticated” but If they are “versions”, nonetheless is the basis of “sanctioned” texts such versions of what, exactly? as Psalms and the Book of Common Prayer 6 What is the referent? v3.0?
  • 7. “Point of View” as a version ►2008 film “Vantage Point” ►8 versions of a story. ►“versions” of the same events? ►“8 Points of View. 1 Truth” 7
  • 8. What are versions for? ►Identifying content? ►Tracking evolution? ►Tracking differences? What sort of differences? ►“Significant progress”? ►Capturing and notifying cock-ups and errors? ►and canonical forms? ►Are they versions? ►If so, what of? Or are they the elusive “referent”? ►If not, then what are the other non-canonical forms? 8
  • 9. Version numbers ►All numbering systems have an implied hierarchy ►“v2” implies “v1”, and suggests that a “v3” could be coming along later... ►Would be odd to suddenly have a “v2.1” slipped in... ►Nonsense of the “Anything 2.0” trend ►“SOA 2.0”: SOA is a reference model not a software build. ►“Web 2.0” is what exactly? Can someone define Web 1.0? And was there a Web 1.1 somewhere along the line? Did I miss it? Says who? ►and when our shiny, new, perfectly formed “v1.0.0.0” turns out not to be fit for major release after all? ► The main problem is that we implicitly attribute too much semantics to the numbers 9
  • 10. When is a thing not a version? ►“...you can't make any progress by being afraid of your own shadow during design.” (Greg Hudson) ► But a “version” is often a shadow – expectation that your next “version” must be “better”, “newer”, than the current one ► Does the “version” n+1 always have to appear as following version n? ►If there is a v1 and v2, ►who says there cannot be a v1.1 or v2.3, or v1.9.7.3.6.1....? ► Are there any “holes” (Pythagoras, Christianity and Milton would say not) ►Can there ever be a “final version”? ►Is the process just a steady continuum? ► If so, where are the “natural joints”? And how do you measure a point on the continuum? 10
  • 11. Case study ►Hierarchical naming convention to capture several orthogonal properties: 1234-v2.3-en.doc ►The referent: a single “document” reference (that was the theory at least); ►A version ►A language version ►A media type version ►The ordering of the values became semantically and computationally significant: Implies that 1234-v2.3-ro.doc can be considered as being the Romanian translation of: 1234-v2.3-en.doc Or that 1234-v4.1-fi.doc Implies that there is an equivalent version in any/all other languages 11
  • 12. Versions of version ►Release ►Feature ►Revision ►PoV ►Build ►Variant ►Patch ►Form ►Status Most common use – as a ►State “snapshot” on the timeline ►Translation of some evolving artefact ►Media type 12
  • 13. What do we actually need? ►All of these and possibly more! ►We‟ve often been locked in sterile conflict because of misunderstandings over what we mean by “version” ►So we need a different model... ►That breaks the idea that versions are simply linear/scalar progressions ►That allows different orthogonal properties to be expressed unambiguously ►That nonetheless keeps some principles intact ►That disambiguates our understanding of what a particular artefact actually “is” – this is the crucial point
  • 14. Every thing is; It has no version ►If every thing has an identity, then versions of “it” are also things, and therefore also have identity. ►Every “thing” is; but every thing can also be “something” of other things ►it has relationships or associations with other things ► one/some of those associations should be “is version of” ►Version is not an inherent (or intrinsic) property... ►...but an associative property ►Don‟t talk about “version 5 of fooML” ►Instead that the work “fooML” is currently represented by “bar.xsd” and that “bar.xsd is considered as version 5 of fooML” 14
  • 15. Did Wittgenstein understand it? ►Are there any prototypical characteristics of “version”? ►We only attribute “versions” to artefacts ►So it is a creative process ►And we attribute, therefore it is not an inherent property ►We attribute versions according to some agreed or implied process: ►“approved”; “checked-in”; “published”; “supersedes”.... ►But who or what drives that process? ►A piece of software (CVS, SVN, SharePoint, a CMS)? 15 ►An authority (a consortium, a standards body)
  • 16. A version of...? ►“And you are a „version‟ of....what exactly”? ►Implies a referent: ►Not so much: a is v1 b is v2 c is v3 ►as: a v1 Referent v2 Artefact b v3 c 16
  • 17. A more complete model (1) ►Inspired by the “Functional Requirements for Bibliographical Records” of IFLA ►4-layer model for artefacts: “Abstract” ►“Work” “The fooML language” ►“Expression” “The fooML schema, v1” ►“Manifestation” “http://www.fooML.org/Schema...” ►“Item” “c:DatafooMLv6.xsd” “real-world” ►Allows us to address requirements to the most appropriate level: ► Sometimes we need to relate to the “work”, sometimes as far down the stack as the “item”. Often why so much software is cracked – no explicit agreement as to which level is or needs to be 17 addressed © Pensive S.A., All Rights Reserved
  • 18. A more complete model (2) Allows us also to be much more expressive about the relations between the difference levels ArtefactA ArtefactB ArtefactC ArtefactD ArtefactE ArtefactF ArtefactG 18 © Pensive S.A., All Rights Reserved
  • 19. A new vision of version ►No, not “Version, version 2.0” ►Rather an understanding that versions are not pure scalar values ►Even if only understood in the chrono-evolutionary sense, think of a version as a relationship between two distinct things rather than one “thing” with an inherent property, the value of which changes according to its evolution. ►If we learnt anything about XML, it is that no label is truly “self- describing” – least of all the concept of “version” ►It‟s ultimately subjective! 19
  • 20. Key issues ►When anyone mentions versions or versioning – assume nothing! Be explicit ►Identify the properties that are important, for which stakeholders, and for which purposes ►Accept that these properties are mostly/all orthogonal ►Have a clearer understanding of different layers of abstraction of any artefact ►Come to terms with the ensuing nightmare of connections ►Recognize that that is something that computers are good at handling  ►Don‟t succumb to Parkinson‟s Law 2.0 20 © Pensive S.A., All Rights Reserved
  • 21. What is context? ►“I have no idea, but I‟ll know one when I see one” ►A major (scientific) concern is whether context is subjective or objective ►Looking at it as subjective: ►It is the “private experience of meaning” of some “thing”... ►and so, entirely personal ►But we refer to “context” more commonly when we attempt to recreate a situation in which that experience took place: 21 © Pensive S.A., All Rights Reserved
  • 22. Managing Context ►Why should we bother? ►Simply trying to remember why one wanted to remember something - “I bookmarked it, but why?...” ►Finding back the “raison d‟être” for some action ►A “way back when machine” – what exactly was going on “around” a particular subject at a particular moment 22 © Pensive S.A., All Rights Reserved
  • 23. Managing Context ►All require some attempt to recreate a setting “outside the skull of any reasoning individual”: ►either to trigger and call up a “mental model” of a previous context (“subjective”) ►or to “share some understanding” of a situation (“objective”) ►Are they both the same? ►The context must surely trigger a similar mental model (or as close as possible)for another person ►Danger of “shallow informationalism” 23 © Pensive S.A., All Rights Reserved
  • 24. Representing context ►A greater proportion of our interactions with the world are via digital user agents ►chances are increasing that we can capture context more and more accurately (“Vantage Point” again) ►but take care... Paul Duguid‟s anecdote ►Topic Maps provides the “scope” construct: ►“represent the context within which a statement is valid” ►a “bag” of topics that together represent the “setting” of a particular statement ►but usually only the setting that I have captured – never the “whole truth”
  • 25. Questions raised ►We can reify and navigate a Topic Map by topic, association or role, but are there situations where it would make sense to navigate by context? ►Are TM associations more adaptable and better suited to represent context? ►What topics are relevant to a particular context? ►Is it knowable? (At least, in advance. Hindsight is always 20/20) ►Is it more than data? (Vinegar and Browned Paper) ►Can it ever be complete? ►Ultimately is about expressing “why I understand this thing in the way that I do” – nothing more
  • 26. Large-scale information sharing ►If information is well managed it‟s “information territory” will have reasonably well-defined edges ►Sharing requires nodes at the boundary edges of one territory to permit traversal to similar nodes in another ►Contrast: ►“information management” environments aim to promote an organization‟s own strategic goals ►“information sharing” environments that extend beyond organizational boundaries
  • 27. Problems and responses ►Most Topic Maps implementations are “proprietary” silos, systems running under a centralized model ►The Topic Map merge construct is too centripetal ►share characteristics of hypermedia systems from the 1980s ►learn from the blogosphere – create and syndicate ►The value of the web – “serendipitous discovery” – why, oh way, haven‟t we managed this in TM? ►“topic merge by ID” should become a connector between separate maps, not an excuse to merge and ingest whole maps ►How do we do it in practice?
  • 28. Problems and Responses ►Topic Map Fragments? ►encouraging work coming from the CEN eGov-Share project (“TM-Share”) ►Topic Maps as “semantic networks” ►networks of networks must be possible ►any topic must be recognizable – especially externally – as a network node. Question remains: how to address it? 28 © Pensive S.A., All Rights Reserved
  • 29. Conclusions ►Managing context will require: ►a big semantic space ►large and scalable information stores ►cross (information) domain permeability of topics ►Emergence of “topic webs” ►It‟s my world – I want to organise it around what is important for me, not you. ►I am my starting point ►I can‟t know and capture every thing ►I do want to reach out and connect ►But ultimately, it‟s still my choice, my map, my reality
  • 30. Everything is Subjective TMRA 2008, Leipzig, October 2008 peter@pensive.eu Supporting the Information-Driven Enterprise