WS-Calendar Platform Independent Model (PIM) Version 1.0 Working Draft 07 17 January 2014 Technical Committee: OASIS Web Services Calendar (WS-Calendar) TC Chair: Toby Considine ([email protected]), University of North Carolina at Chapel Hill Editors: William Cox ([email protected]), Individual Toby Considine ([email protected]), University of North Carolina at Chapel Hill Additional artifacts: This prose specification is one component of a Work Product, which also includes: XMI Documents representing the UML model described in the specification Related work: This specification is related to: WS-Calendar Version 1.0. Latest version. http://docs.oasis-open.org/ws-calendar/ws-calendar/v1.0/ws-calendar-1.0-spec.html Declared XML namespace: There are no XML namespaces declared in this specification Abstract: The Platform Independent Model is an abstract model that defines conformance and improves interoperation of calendar and schedule models with each other and with WS-Calendar and Xcal, which are in turn based on IETF RFCs. This is a Platform Independent Model under the Object Management Group’s Model-Driven Architecture. The Platform Dependent Model to which this specification relates is the full model for WS-Calendar as expressed in XML (xCal). The focus of this Platform Independent Model is on describing and passing schedule and interval information with information attachments. Status: This Working Draft (WD) has been produced by one or more TC Members; it has not yet been voted on by the TC or approved as a Committee Draft (Committee Specification Draft or a Committee Note Draft). The OASIS document Approval Process begins officially with a TC vote to approve a WD as a Committee Draft. A TC may approve a Working Draft, revise it, and reapprove it any number of times as a Committee Draft. Copyright © OASIS Open 2012-2014. All Rights Reserved. All capitalized terms in the following text have the meanings assigned to them in the OASIS Intellectual Property Rights Policy (the "OASIS IPR Policy"). The full Policy may be found at the OASIS website. This document and translations of it may be copied and furnished to others, and derivative works that comment on or otherwise explain it or assist in its implementation may be prepared, copied, published, and distributed, in whole or in part, without restriction of any kind, provided that the above copyright notice and this section are included on all such copies and derivative works. However, this document itself may not be modified in any way, including by removing the copyright notice or references to OASIS, except as needed for the purpose of developing any document or deliverable produced by an OASIS Technical Committee (in which case the rules applicable to copyrights, as set forth in the OASIS IPR Policy, must be followed) or as required to translate it into languages other than English. ws-calendar-pim-v1.0-wd07 Standards Track Draft Working Draft 07 Copyright © OASIS Open 2012.-2014 All Rights Reserved. 17 January 2014 Page 1 of 37 The limited permissions granted above are perpetual and will not be revoked by OASIS or its successors or assigns. This document and the information contained herein is provided on an "AS IS" basis and OASIS DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO ANY WARRANTY THAT THE USE OF THE INFORMATION HEREIN WILL NOT INFRINGE ANY OWNERSHIP RIGHTS OR ANY IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. ws-calendar-pim-v1.0-wd07 Standards Track Draft Working Draft 07 Copyright © OASIS Open 2012.-2014 All Rights Reserved. 17 January 2014 Page 2 of 37 Table of Contents 1 Introduction ............................................................................................................................................. 6 1.1 Terminology ........................................................................................................................................ 6 1.2 Normative References ........................................................................................................................ 6 1.3 Non-Normative References ................................................................................................................ 6 1.4 Namespace ......................................................................................................................................... 7 1.5 Naming Conventions .......................................................................................................................... 7 1.6 Editing Conventions ............................................................................................................................ 7 1.7 Architectural References and Background ......................................................................................... 7 2 Architecture ............................................................................................................................................. 8 2.1 The PIM and the WS-Calendar PSM .................................................................................................. 8 2.2 Key Abstractions ................................................................................................................................. 8 2.3 Expression of the PIM ......................................................................................................................... 8 2.4 Structure of the PIM Model and Specification .................................................................................... 9 2.5 Expression in UML .............................................................................................................................. 9 3 Detailed Terminology and Semantics ................................................................................................... 10 3.1 Semantics in WS-Calendar and the WS-Calendar PIM ................................................................... 10 3.2 Semantics ......................................................................................................................................... 10 4 The Platform-Independent Model ......................................................................................................... 14 4.1 Introduction to the PIM ...................................................................................................................... 14 4.1.1 Model Diagram of the PIM ......................................................................................................... 15 4.1.2 Discussion ................................................................................................................................. 16 4.2 Primitive Types ................................................................................................................................. 16 4.2.1 Introduction ................................................................................................................................ 16 4.2.2 Model Diagram .......................................................................................................................... 17 4.2.3 Discussion ................................................................................................................................. 17 4.2.4 Relationship to other PIM Components .................................................................................... 17 4.3 Interval .............................................................................................................................................. 18 4.3.1 Introduction ................................................................................................................................ 18 4.3.2 Model Diagram .......................................................................................................................... 18 4.3.3 Discussion ................................................................................................................................. 18 4.3.4 Relationship to other PIM Components .................................................................................... 19 4.4 Payload Attachment to an Interval .................................................................................................... 19 4.4.1 Introduction ................................................................................................................................ 19 4.4.2 Model Diagram .......................................................................................................................... 19 4.4.3 Discussion ................................................................................................................................. 19 4.4.4 Relationship to other PIM Components .................................................................................... 20 4.5 Relationships .................................................................................................................................... 20 4.5.1 Introduction ................................................................................................................................ 20 4.5.2 Model Diagram .......................................................................................................................... 21 4.5.3 Discussion ................................................................................................................................. 21 4.5.4 Relationship to other PIM Components .................................................................................... 21 4.6 Gluons ............................................................................................................................................... 22 4.6.1 Introduction ................................................................................................................................ 22 ws-calendar-pim-v1.0-wd07 Standards Track Draft Working Draft 07 Copyright © OASIS Open 2012.-2014 All Rights Reserved. 17 January 2014 Page 3 of 37 5 6 7 8 4.6.2 Model Diagram .......................................................................................................................... 22 4.6.3 Discussion ................................................................................................................................. 23 4.6.4 Relationship to other PIM Components .................................................................................... 23 4.7 Tolerance and Duration .................................................................................................................... 23 4.7.1 Introduction ................................................................................................................................ 23 4.7.2 Model Diagram .......................................................................................................................... 23 4.7.3 Discussion ................................................................................................................................. 23 4.7.4 Relationship to other PIM Components .................................................................................... 23 4.8 Availability ......................................................................................................................................... 24 4.8.1 Introduction ................................................................................................................................ 24 4.8.2 Model Diagram .......................................................................................................................... 24 4.8.3 Discussion ................................................................................................................................. 24 4.8.4 Relationship to other PIM Components .................................................................................... 24 Examples using the PIM ....................................................................................................................... 25 5.1 Introduction ....................................................................................................................................... 25 5.2 A Meeting Schedule .......................................................................................................................... 25 5.3 An Energy Schedule ......................................................................................................................... 26 5.4 Academic Scheduling Example ........................................................................................................ 26 5.5 Further Examples from WS-Calendar .............................................................................................. 26 5.6 Architectural Approaches.................................................................................................................. 27 PIM to WS-Calendar PSM Transformation ........................................................................................... 28 6.1 General Transformation .................................................................................................................... 28 6.2 Specific Transformations .................................................................................................................. 28 PIM to IEC TC57 CIM Intervals and Sequences .................................................................................. 29 Conformance and Rules for WS-Calendar PIM and Referencing Specifications ................................. 30 8.1 Introduction ....................................................................................................................................... 30 8.2 Relationship to WS-Calendar CS01 [Non-Normative] ...................................................................... 30 8.3 Conformance Rules for WS-Calendar PIM....................................................................................... 30 8.3.1 Inheritance in WS-Calendar ...................................................................................................... 30 8.3.2 Specific Attribute Inheritance ..................................................................................................... 31 8.3.3 General Conformance Issues .................................................................................................... 31 8.3.4 Covarying Elements .................................................................................................................. 31 8.3.5 Conformance of Intervals .......................................................................................................... 32 8.3.5.1 Intervals ............................................................................................................................................. 32 8.3.5.2 Other Elements .................................................................................................................................. 32 8.3.6 Conformance of Bound Intervals and Sequences..................................................................... 32 8.4 Conformance Rules for Specifications Claiming Conformance to WS-Calendar PIM ..................... 32 8.5 Security Considerations .................................................................................................................... 32 Appendix A. Acknowledgments ............................................................................................................... 34 Appendix B. Revision History .................................................................................................................. 35 Appendix C. PIM and WS-Calendar Semantics Differences ................................................................... 36 Appendix D. PIM and WS-Calendar Conformance Differences .............................................................. 37 ws-calendar-pim-v1.0-wd07 Standards Track Draft Working Draft 07 Copyright © OASIS Open 2012.-2014 All Rights Reserved. 17 January 2014 Page 4 of 37 Table of Figures Figure 4-1 The Complete WS-Calendar PIM UML Model .......................................................................... 15 Figure 4-2 Primitive Types .......................................................................................................................... 17 Figure 4-3 The PIM IntervalType ................................................................................................................ 18 Figure 4-4 Attaching a Payload to an Interval ............................................................................................. 19 Figure 4-5 Relation Link Type and Relationship Types .............................................................................. 21 Figure 4-6 Gluons and their Relationship to Intervals. Note cardinality of relation associations ................ 22 Figure 4-7 Duration and Tolerance ............................................................................................................. 23 Figure 4-8 Vavailability and Availability Recurrence Rules ......................................................................... 24 Figure 5-1 Simple Meeting Schedule .......................................................................................................... 26 ws-calendar-pim-v1.0-wd07 Standards Track Draft Working Draft 07 Copyright © OASIS Open 2012.-2014 All Rights Reserved. 17 January 2014 Page 5 of 37 1 1 Introduction 2 All text is normative unless otherwise labeled. 3 1.1 Terminology 4 5 6 The key words “MUST”, “MUST NOT”, “REQUIRED”, “SHALL”, “SHALL NOT”, “SHOULD”, “SHOULD NOT”, “RECOMMENDED”, “MAY”, and “OPTIONAL” in this document are to be interpreted as described in [RFC2119]. 7 1.2 Normative References 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 [ISO8601] [RFC3986] [RFC2119] [RFC5545] [WS-Calendar] [xCal] [XMI] ISO (International Organization for Standardization). Representations of dates and times, third edition, December 2004, (ISO 8601:2004) T. Berners-Lee, R. Fielding, L. Masinter, Uniform Resource Identifier (URI): Generic Syntax, http://www.ietf.org/rfc/rfc3986.txt, IETF RFC 3986, January 2005. S. Bradner, Key words for use in RFCs to Indicate Requirement Levels, http://www.ietf.org/rfc/rfc2119.txt, IETF RFC 2119, March 1997. B. Desruisseaux Internet Calendaring and Scheduling Core Object Specification (iCalendar), http://www.ietf.org/rfc/rfc5545.txt, IETF RFC5545, proposed standard, September 2009 WS-Calendar Version 1.0, 30 July 2011, OASIS Committee Specification. http://docs.oasis-open.org/ws-calendar/ws-calendar-spec/v1.0/cs01/ws-calendarspec-v1.0-cs01.html (PDF is authoritative) C. Daboo, M Douglass, S Lees, xCal: The XML format for iCalendar, http://tools.ietf.org/html/rfc6321, IETF RFC 6321, August 2011. XMI Version 2.1, September 2005, Object Management Group, http://www.omg.org/spec/XMI/2.1/ 1 1.3 Non-Normative References 26 27 28 29 30 31 32 33 [EnergyInteroperation] OASIS Energy Interoperation 1.0, OASIS Committee Specification 02, 18 February 2012, http://docs.oasis-open.org/energyinterop/ei/v1.0/energyinteropv1.0.html [IANA] The Internet Assigned Numbers Authority, http://www.iana.org. [MDA-Overview] The Architecture of Choice for a Changing World, Object Management Group, http://www.omg.org/mda/ [MDA] OMG Model Driven Architecture Specifications, Object Management Group, http://www.omg.org/mda/specs.htm 1 The version of XMI as of this Working Draft is 2.4.1, but the tools used for UML support version 2.1. ws-calendar-pim-v1.0-wd07 Standards Track Draft Working Draft 07 Copyright © OASIS Open 2012.-2014 All Rights Reserved. 17 January 2014 Page 6 of 37 34 35 36 37 38 39 [Vavailability] 40 1.4 Namespace 41 There are no XML namespaces defined in this specification. 42 1.5 Naming Conventions 43 This specification follows a set of naming conventions for artifacts defined by the specification, as follows: 44 45 For the names of attributes in UML definitions the names follow the lower camelCase convention, with all names starting with a lower case letter. For example, an attribute name might be 46 47 48 49 C. Daboo, B. Douglass, Calendar Availability, http://tools.ietf.org/html/draftdaboo-calendar-availability-03, IETF Internet Draft Version 03, September 27, 2012 [UML] Unified Modeling Language, Object Management Group, http://uml.org/ [EnterpriseArchitect] Sparx Enterprise Architect 9.3 and 10.0, used to produce diagrams, EAP and [XMI] version 2.1 files component The names of UML classes, the names follow the upper CamelCase convention with all names starting with an Upper case letter followed by “Type“. component: ComponentType 50 1.6 Editing Conventions 51 52 For readability, UML attribute names in tables appear as separate words. The actual names are lowerCamelCase, as specified above, and do not contain spaces. 53 All items in the tables not marked as “optional” are mandatory. 54 55 Information in the “Specification” column of the tables is normative. Information appearing in the “Note” column is explanatory and non-normative. 56 All sections explicitly noted as examples are informational and are not to be considered normative. 57 1.7 Architectural References and Background 58 59 60 61 WS-Calendar and this WS-Calendar PIM assume incorporation into services. Accordingly it assumes a certain amount of definitions and discussion of roles, names, and interaction patterns. This document relies heavily on roles and interactions as defined in the OASIS Standard Reference Model for Service Oriented Architecture [SOA-RM]. 62 63 64 65 66 Service-Oriented Architecture comprises not only the services and interaction patterns, but also the information models that support those services and make the actions meaningful. The WS-Calendar PIM is such an information model for expressing schedule and time related information in a consistent manner and to permit easy transformation or adaptation into IETF iCalendar related specifications and among implementations. ws-calendar-pim-v1.0-wd07 Standards Track Draft Working Draft 07 Copyright © OASIS Open 2012.-2014 All Rights Reserved. 17 January 2014 Page 7 of 37 67 2 Architecture 68 69 The Object Management Group’s Model Driven Architecture [MDA-Overview][MDA] is a way of describing relationships between Unified Modeling Language [UML] models. 70 An instance of MDA has two classes of models: 71 72 A single Platform-Independent Model, abbreviated PIM One or more Platform-Specific Models, abbreviated PSM (pronounced as though spelled pism) 73 74 The more abstract PIM typically captures the more abstract relationships, making the architecture more clear. The PSM is bound to a particular platform. 75 76 77 78 The art of establishing an instance of MDA includes defining a PIM and PSMs, which solve interesting and important and useful problems. Artifacts expressed in different PSMs may more readily be exchanged and understood with reference to the related PIM, making interoperation simpler and semantics more free from irrelevant detail. 79 2.1 The PIM and the WS-Calendar PSM 80 81 82 In this specification we define a PIM or Platform-Independent Model for the [WS-Calendar] extensions to IETF [iCalendar][xCAL] and the relevant types included in [xCAL]. We use “the PIM” meaning exactly “the WS-Calendar PIM” through this specification. 83 84 85 86 [iCalendar] uses a specific platform, developed over time, to express relationships, times, events, and availability. As such, the expression is very simple, but in the aggregate relatively complex and less suitable to UML expression—the several key types have sets of values and attributes associated with them in a relatively flat hierarchy. 87 88 89 90 91 This PIM addresses the key abstractions as defined in [WS-Calendar] in a manner that allows for understanding the nature and information model for those abstractions. In effect, we are creating a PIM with respect to which the WS-Calendar specification is a PSM. Our purpose is to create a more abstract model of the key concepts in WS-Calendar for easier use in application development, standardization, and interoperation. 92 93 This specification does not depend on any specific MDA tooling or environments to be useful. In a subsequent section we describe a transformation from the PIM to [WS-Calendar]. 94 2.2 Key Abstractions 95 We define the following in order: 96 97 98 99 100 101 102 Primitive Types for date, time, and duration The Interval Payload attachment to an Interval Relations The Gluon Tolerance Availability 103 2.3 Expression of the PIM 104 105 106 The PIM is a [UML] model. We represent the PIM as a normative [XMI] serialization of the model. The model is described using [Enterprise Architect]. The Enterprise Architect Project file is part of this work product but is non-normative. ws-calendar-pim-v1.0-wd07 Standards Track Draft Working Draft 07 Copyright © OASIS Open 2012.-2014 All Rights Reserved. 17 January 2014 Page 8 of 37 107 2.4 Structure of the PIM Model and Specification 108 109 110 111 112 The PIM consists of a small number of key concepts and constructs as listed in Section 2.2. These are expressed in a largely flat structure, with a sub-package only for the Availability abstractions. 2 We have not used UML packages for the core abstractions, but expect (See Section 8) that conforming specifications and implementations MAY claim conformance to sub-parts of the PIM, e.g. to only the Interval. 113 114 115 We encourage consideration and use of the entire PIM, but understand that some aspects of the abstract model may be more complex than needed to address specific problems. We consider such profiles of the PIM to (notwithstanding the discussion on complexity and PSMs above) be a Platform-Specific Model. 116 117 118 119 We take the exact names for abstractions in the PIM from the names in [WS-Calendar] to simplify implementations and mappings where needed to bridge to a specific implementation conforming to [WSCalendar]. We exercise care to disambiguate terms where there are multiple fully qualified terms of the same end component name. 120 121 122 Many attribute values in [xCAL] are conformed strings in XML, that is, strings with certain defined patterns. We require those same standardized formats for conformed strings, and record the type in this PIM as string to allow easy transformation between this PIM and the PSMs. 123 2.5 Expression in UML 124 125 126 127 There are constraints and semantic rules and conformance that apply to a UML model defining the WSCalendar PIM. However, the UML cardinality expressions and constraints give a flexibility of expression, and allow for determining values in fully bound class instances that are less succinct than the standardized expressions. 128 129 130 131 For example, an instance of Interval (see Figure 4-3 The PIM IntervalType) might have only a duration; the UML, however, lists duration as optional (cardinality 0..1). Rules in this specification show how a specific representation is to be interpreted, typically by inheriting values from elsewhere. Conceptually, the actual values depend the context. 132 133 134 135 An Interval notionally has a start time, but that also is optional in the UML model. Finally, an Interval does not have an end time (expressed in Figure 4-3 as dtEnd of cardinality 0. We keep the dtEnd for ease of use in PSMs and for intermediate stages of mapping into the canonical start and duration model, as well as mapping into and from models that define intervals with all three of start, end, and duration. 136 137 138 139 140 141 142 These characteristics are as defined in [WS-Calendar] and describe an abstract Interval with at most a start time and duration. This is in contrast to some historical models that require each interval to contain a start and end time, or occasionally start, end, and duration. The added flexibility of relocatable sets or schedules comprised of Intervals and Gluons, makes the expression of such a schedule easy and reusable, thus permitting a powerful abstraction to be applied to all sorts of scheduling expressions. In addition the mapping capability to and from the PIM allows interoperation with systems with less conveniently relocatable intervals. 2 The Vavailability definition is in process in the IETF. ws-calendar-pim-v1.0-wd07 Standards Track Draft Working Draft 07 Copyright © OASIS Open 2012.-2014 All Rights Reserved. 17 January 2014 Page 9 of 37 143 3 Detailed Terminology and Semantics 144 3.1 Semantics in WS-Calendar and the WS-Calendar PIM 145 146 147 WS-Calendar PIM semantics are nearly identical to those defined in Section 1.9 of [WS-Calendar]. The minor differences between the referenced section and those in Section 3.2 below are listed in a nonnormative Appendix. 148 149 150 151 This specification and [WS-Calendar] share the same semantics and terminology, which allows easier exchange of information across execution environments as well as consistency across Platform Specific Models related to this specification. In addition, the definition of conformed strings for representation of duration and date and time per [ISO8601] is identical. 152 153 154 [WS-Calendar] defines XML and XML Schema artifacts; the terminology differs from UML, most obviously in that XML distinguishes between elements and attributes within a type, while UML uniformly uses the term attributes. 155 3.2 Semantics 156 157 158 159 Certain terms appear throughout this document, some with extensive definitions. Table 3-1 provides definitions for the convenience of the reader and reviewer. Many terms require fuller discussion than is in this section, and are discussed in greater depth in later sections. In all cases, the normative actual definition is the one in this section. 160 161 162 WS-Calendar terminology begins with a specialized terminology for the segments of time, and for groups of related segments of time. These terms are defined in Table 3-1 through Table 3-4 below, and are quoted from [WS-Calendar]. The definitions are normative because this is a standalone specification. 163 Table 3-1: Semantics: Foundational Elements Time Segment Definition Component In iCalendar, the primary information structure is a Component. Intervals and Gluons are new Components defined in this specification. Duration Well-known element from iCalendar and [XCAL], Duration is the length of an event scheduled using iCalendar or any of its derivatives. The [XCAL] duration is a data type using the string representation defined in the iCalendar duration. Interval The Interval is a single Duration derived from the common calendar Components as defined in iCalendar ([RFC5545]). An Interval is part of a Sequence. An entire Sequence can be scheduled by scheduling a single Interval in that sequence. For this reason, Intervals are defined through Duration rather than through dtStart or dtEnd. Sequence A Sequence is a set of Intervals with defined temporal relationships. Sequences may have gaps between Intervals, or even simultaneous activities. A Sequence is re-locatable, i.e., it does not have a specific date and time. A Sequence may consist of a single Interval. A Sequence may optionally include a Lineage. A Sequence can be scheduled multiple times through repeated reference by different Gluons. Intervals are defined through their Duration, and the schedule, dtEnd or dtStart, is applied to the Sequence as a whole. ws-calendar-pim-v1.0-wd07 Standards Track Draft Working Draft 07 Copyright © OASIS Open 2012.-2014 All Rights Reserved. 17 January 2014 Page 10 of 37 Time Segment 164 165 166 167 168 Definition Partition A Partition is a set of consecutive Intervals. The Partition includes the trivial case of a single Interval. Partitions are used to define a single service or behavior that varies over time. Examples include energy prices over time and energy usage over time. Gluon A gluon influences the serialization of Intervals in a Sequence, though inheritance and through schedule setting. The Gluon is similar to the Interval, but has no service or schedule effects until applied to an Interval or Sequence. Artifact An Artifact is the information attached to, and presumably that occurs or is relevant to the time span described by an Interval. WS-Calendar uses the Artifact as a placeholder. The contents of the Artifact are not specified in WSCalendar; rather the Artifact provides an extension base for the use of WSCalendar in other specifications. Artifacts may inherit elements as do Intervals within a Sequence. WS-Calendar works with groups of Intervals that have relationships between them. These relations constrain the final instantiation of a schedule-based service. Relations can control the ordering of Intervals in a Sequence. They can describe when a service can be, or is prevented from, being invoked. They establish the parameters for how information will be shared between elements using Inheritance. The terminology for these relationships is defined in Table 3-2. 169 Table 3-2: Semantics: Relations, Limits, and Constraints Term Definition Link The Link is used by one WS-Calendar object to reference another. A link can reference either an internal object, within the same calendar, or an external object in a remote system. Relationship Relationships link between Components for Binding. ICalendar defines several relationships, but WS-Calendar uses only the CHILD relationship, and that only to bind Gluons to each other and to Intervals. Temporal Relationship Temporal Relationships extend the [RFC5545] Relationships to define how Intervals become a Sequence by creating an order between Intervals. The Predecessor Interval includes a Temporal Relation, which references the Successor Interval. When the start time and Duration of one Interval is known, the start time of the others can be computed through applying Temporal Relations. Availability Availability expresses the range of times in which an Interval or Sequence can be Scheduled. Availability often overlays or is overlaid by Busy. Availability can be Inherited. Busy Busy expresses the range of times in which an Interval or Sequence cannot be Scheduled. Busy often overlays Availability. Busy can be Inherited. Child, Children The CHILD relationship type (RelationshipType) defines a logical link (via URI or UID) from parent object to a child object. A Child object is the target of one or more CHILD relationships and may have one to many Parent objects. Parent [Gluon] A Gluon (in a Sequence) that includes a CHILD relationship parameter type (RelationshipType) defines a logical link (via URI or UID) from parent object to a child object. A Parent Component contains one or more CHILD Relationships ws-calendar-pim-v1.0-wd07 Standards Track Draft Working Draft 07 Copyright © OASIS Open 2012.-2014 All Rights Reserved. 17 January 2014 Page 11 of 37 170 171 172 WS-Calendar describes how to modify and complete the specification of Sequences. WS-Calendar calls this process Inheritance and specifies a number of rules that govern inheritance. Table 3-3 defines the terms used to describe inheritance. 173 Table 3-3: Semantics: Inheritance Term Definition Lineage The ordered set of Parents that results in a given inheritance or execution context for a Sequence. Inheritance Parents bequeath information to Children that inherit them. If a child does not already possess that information, then it accepts the inheritance. WS-Calendar specifies rules whereby information specified in one informational object is considered present in another that is itself lacking expression of that information. This information is termed the Inheritance of that object. Bequeath A Parent Bequeaths attributes (Inheritance) to its Children. Inherit A Child Inherits attributes (Inheritance) from its Parent. Covarying Attributes Some attributes are inherited as a group. If any member of that group is expressed in a Child, all members of that group are deemed expressed in that Child, albeit some may be default values. These characteristics are called covarying or covariant. A parent bequeaths covarying characteristics as a group and a child accepts or refuses them as a group. Decouplable Attributes Antonym for Covarying Attributes. Decouplable Attributes can be inherited separately. 174 175 176 177 178 As Intervals are processed, as Intervals are assembled, and as inheritance is processed, the information conveyed about each element changes. When WS-Calendar is used to describe a business process or service, it may pass through several stages in which the information is not yet complete or actionable, but is still a conforming expression of time and Sequence. Table 3-4 defines the terms used when discussing the processing or processability of Intervals and Sequences. 179 180 181 182 During the life cycle of communications concerning Intervals, different information may be available or required. For service performance, Start Duration and the Attachment Payload must be complete. These may not be available or required during service advertisement or other pre-execution processes. Table 3-4 defines the language used to discuss how the information in an Interval is completed. 183 Table 3-4: Semantics: Describing Intervals Term Definition Designated Interval An Interval that is referenced by a Gluon is the Designated Interval for a Series. An Interval can be Designated and still not Anchored. Anchored An Interval is Anchored when it includes a Start or End, either directly or through Binding. A Sequence is Anchored when its Designated Interval is Anchored. Unanchored An Interval is Unanchored when it includes neither a Start nor an End, either internally, or through Binding. A Sequence is Unanchored if its Designated Interval Unanchored. Note: a Sequence that is re-used may be Unanchored in one context even while it is Anchored in another. Binding Binding is the application of information to an Interval or Gluon, information derived through Inheritance or through Temporal Assignment. ws-calendar-pim-v1.0-wd07 Standards Track Draft Working Draft 07 Copyright © OASIS Open 2012.-2014 All Rights Reserved. 17 January 2014 Page 12 of 37 Term Definition Bound Element A Bound Element refers to an Element and its Value after Binding, e.g., a Bound Duration. Bound Interval A Bound Interval refers to an Interval and the values of its Elements after Binding. Bound Sequence A Bound Sequence refers to a Sequence and the values of its Intervals after Binding. Partially Bound Partially Bound refers to an Interval or a Sequence which is not yet complete following Binding, i.e., the processes cannot yet be executed. Fully Bound Fully Bound refers to an Interval or Sequence that is complete after Binding, i.e., the process can be unambiguously executed when Anchored. Unbound An Unbound Interval or Sequence is not itself complete, but must still receive inheritance to be fully specified. A Sequence or Partition is Unbound if it contains at least one Interval that is Unbound. Constrained An Interval is Constrained if it is not Anchored and it is bound to one or more Availability or Free/Busy elements Temporal Assignment Temporal Assignment determines the start times of Intervals in a Sequence through processing of their Durations and Temporal Relations. Scheduled A Sequence or Partition is said to be Scheduled when it is Anchored, Fully Bound, and service performance has been requested. Unscheduled An Interval is Unscheduled if it is not Anchored, nor is any Interval in its Sequence Anchored. A Sequence or Partition is Unscheduled if none of its Intervals, when Fully Bound, is Scheduled. Predecessor Interval A Predecessor Interval includes a Temporal Relation which references a Successor Interval. Successor Interval A Successor Interval is one referred to by a Temporal Relationship in a Predecessor Interval. Antecedent Interval(s) Antecedents are an Interval or set of Intervals that precede a given Interval within the same Sequence Earliest Interval The set of Intervals at the earliest time in a given Sequence Composed Interval A Composed Interval is the virtual Interval specified by applying inheritance through the entire lineage and into the Sequence in accord with the inheritance rules. A Composed Interval may be Bound, Partially Bound, or Unbound. Composed Sequence A Composed Sequence is the virtual Sequence specified by applying inheritance through the entire lineage and into the Sequence in accord with the inheritance rules. A Composed Sequence may be Bound, Partially Bound, or Unbound. Comparable Sequences Two Sequences are Comparable if and only if the Composed version of each defines the same schedule. 184 ws-calendar-pim-v1.0-wd07 Standards Track Draft Working Draft 07 Copyright © OASIS Open 2012.-2014 All Rights Reserved. 17 January 2014 Page 13 of 37 185 4 The Platform-Independent Model 186 187 188 In this section we first introduce the PIM, and then treat in turn each component of the PIM. Each subsection has an introduction, a diagram, and discussion that may include the relationship of the respective components to the rest of the PIM. 189 190 This Platform-Independent Model (PIM) [MDA] describes an abstraction from which the Platform-Specific Model (PSM) of [WS-Calendar] can be derived. The intent is twofold: 191 192 193 194 (1) To define an abstraction for calendar and schedule more in the style of web services descriptions, and (2) To define the PIM as a model allowing easy transformation or adaptation between systems using the family of WS-Calendar specification. 195 4.1 Introduction to the PIM 196 197 In this section we present the entire PIM together with architectural discussion. The following sections begin with a description of the full model, and then address 198 199 200 201 202 203 204 Primitive types The Interval Payload attachment an Interval Relations The Gluon, Tolerance, and Availability ws-calendar-pim-v1.0-wd07 Standards Track Draft Working Draft 07 Copyright © OASIS Open 2012.-2014 All Rights Reserved. 17 January 2014 Page 14 of 37 205 4.1.1 Model Diagram of the PIM 206 207 Figure 4-1 The Complete WS-Calendar PIM UML Model ws-calendar-pim-v1.0-wd07 Standards Track Draft Working Draft 07 Copyright © OASIS Open 2012.-2014 All Rights Reserved. 17 January 2014 Page 15 of 37 208 4.1.2 Discussion 209 210 Primitive types express fundamental information related to date, time, and duration, and follow [RFC5545] [ISO8601] and are a superset of those expressed in [iCalendar].3 211 212 213 Associations in the PIM are directional, but profiles and PSMs derived or derivable from the PIM may have non-directional associations, vary the direction of associations to fit their particular platform(s) and purposes.4 214 215 Attributes and associations’ cardinality is defined in the PIM; profiles and PSMs derived or derivable from the PIM may have different cardinality. 216 Attachments are made via the abstract class AttachType as described in Section 4.4. 217 218 We have used the [RFC5545] [ISO8601] [iCalendar] attribute names wherever possible for ease of mapping to that common terminology. In particular, a fully bound Interval is defined by two of 219 220 221 dtStart—the date & time [dt] for the start of the Interval dtEnd—the date & time for the end of the Interval duration—the duration (expressed as in [ISO8601]) for the Interval 222 223 224 225 226 For UML model purposes, the three key values for an interval, only two of which are required in fully bound Intervals, are each optional. This permits a conforming instantiation to have zero or more of the three key values; the semantics of Gluons and Intervals in Section 3.2 describe how information for a bound interval is determined. Note also that GluonType while a subclass of IntervalType has a more restrictive cardinality for dtEnd and for relation. 227 4.2 Primitive Types 228 4.2.1 Introduction 229 In this section we introduce key concepts and expressions for time including 230 231 232 233 234 DateTime Duration DurationValueType ToleranceValueType Relationships are described in Section 4.5. 3 See discussion in Section 4.2 which includes relationship to [XSD] DateTime types. Note that non-directional associations are a barrier to serializability in messages; hence all PSMs typically would use directional associations unless their purpose is to derive further PSMs. 4 ws-calendar-pim-v1.0-wd07 Standards Track Draft Working Draft 07 Copyright © OASIS Open 2012.-2014 All Rights Reserved. 17 January 2014 Page 16 of 37 235 4.2.2 Model Diagram 236 237 Figure 4-2 Primitive Types 238 239 All durations are expressed as conformed strings, that is, the type is string and the content of the string determines the duration. 240 241 The values of the following SHALL be expressed as conformed strings as described in the normative reference [RFC5545]: 242 243 DateTime (See Section 3.3.5, Date-Time, in [RFC5545]) DurationValueType (See Section 3.3.6, Duration, in [RFC5545]) 244 245 Both DateTime and DurationValueType SHALL permit the full set of [ISO8601] date & time and duration conformed strings. 246 The class 247 ToleranceValueType 248 Is comprised of a set of optional attributes of DurationValueType and is defined in this specification. 249 4.2.3 Discussion 250 251 252 These concepts are based on [ISO8601] and are as expressed in [iCalendar] as conformed strings. It is important to note that DurationValueType is not the same as that in XML Schema Specification [XSD] Duration.5 253 4.2.4 Relationship to other PIM Components 254 255 256 These concepts are pervasive in the WS-Calendar PIM. The fundamental understanding of time and duration must be consistent and identical to that in [iCalendar] for clean interoperation and transformation. Documentation of any differences in expression MUST be included in the conformance 5 While [iCalendar], [WS-Calendar], and this WS-Calendar PIM share the same conforming values, and conform to [ISO8601], [XSD] does not include the full specification in [ISO8601]. In fact, there are duration strings included in [XSD] that are not in [iCalendar] and vice versa. ws-calendar-pim-v1.0-wd07 Standards Track Draft Working Draft 07 Copyright © OASIS Open 2012.-2014 All Rights Reserved. 17 January 2014 Page 17 of 37 257 258 statement for any PSM claiming conformance to this PIM. Moreover, a mapping MUST be provided both directions between the types defined here and those in a PSM claiming conformance. 259 4.3 Interval 260 4.3.1 Introduction 261 262 The Interval seems to be a simple concept—a bound interval starts at a particular time, runs for a specific duration, and ends at a particular time. This is reflected in Figure 4-3. 263 4.3.2 Model Diagram 264 265 Figure 4-3 The PIM IntervalType 266 267 4.3.3 Discussion 268 269 270 271 272 The IntervalType class is the fundamental unit for expressing a time interval; while logically any two or three of the set {dtStart, dtEnd, and duration} can express an interval, there are significant advantages to adopting a single canonical form, particularly one where the semantics are cleanly expressed. Intervals may be, and are, expressed many ways. The PIM requires a specific expression to include start time and duration but not end time.6 273 274 Following [WS-Calendar], the canonical PSM that can be managed by standard iCalendar servers, we choose dtStart and duration. 275 276 277 278 Individual PSMs may use different expressions, but SHOULD recognize in their design that relocation and scheduling of sets of intervals is a very common operation; as we will show later, an entire schedule of Intervals in this WS-Calendar PIM can be scheduled with a single operation, whereas in other representations each dtStart and dtEnd might have to be modified when scheduling. 279 See also Section 2.5. 6 See [ISO8601] section 4.4. ws-calendar-pim-v1.0-wd07 Standards Track Draft Working Draft 07 Copyright © OASIS Open 2012.-2014 All Rights Reserved. 17 January 2014 Page 18 of 37 280 4.3.4 Relationship to other PIM Components 281 282 The IntervalType class is fundamental to expression of time interval, as are duration and dateTime. Most semantics are with respect to determining values for bound and unbound Intervals. 283 Payload values are attached to an Interval, as described in the next section. 284 4.4 Payload Attachment to an Interval 285 4.4.1 Introduction 286 287 As in [WS-Calendar] a payload, which may be comprised of multiple subparts, is attached to an Interval. This differs from 288 289 290 (a) A value containing a description of an Interval (e.g. a measurement that applies to an included Interval) (b) Associating an interval to a particular measurement (the association is the wrong direction) 291 The association is directional, and must be completed for use of the Interval instance. 292 4.4.2 Model Diagram 293 294 Figure 4-4 Attaching a Payload to an Interval 295 4.4.3 Discussion 296 297 298 299 [WS-Calendar] (line 219) requires that the Attachment Payload and Start Duration must be complete for service performance. In this specification we have defined the cardinality of attach to be 0..1 to allow for abstract schedules, including those to which payloads are bound before service performance or concrete use. 300 301 A PSM claiming conformance to this PIM MAY change and document any changes in cardinality or direction of associations in its conformance statement. ws-calendar-pim-v1.0-wd07 Standards Track Draft Working Draft 07 Copyright © OASIS Open 2012.-2014 All Rights Reserved. 17 January 2014 Page 19 of 37 302 4.4.4 Relationship to other PIM Components 303 304 305 The IntervalType is fundamental; application information is attached to instances of the IntervalType by a clear, directional association. This maintains the temporal structure of schedules with a variety of attachments. 306 4.5 Relationships 307 4.5.1 Introduction 308 309 310 311 312 Relationships between instances of IntervalType are accomplished with RelationLinks. In [WS-Calendar] the LinkType is defined flexibly to be a UID (as defined in [xCal]), a URI [RFC3986], or a reference string. This supports both distributed schedules and local identifiers that need not be fully qualified as would be a UID or a URI. In the PIM, we use a string which may contain a useful reference, without defining the precise type or uses of that reference—that is left to the PSMs. 313 314 315 The TemporalRelationshipType and gap together determine the relationship of the referencing Interval and referenced Interval instances. The gap is a pure ISO8601 duration, considered as a signed offset; the TemporalRelationshipType express the kind of relationship: 316 317 318 319 320 321 322 323 324 FinishToStart (the conventional, the referenced interval is after the Finish of the referencing Interval, with an optional gap) FinishToFinish (the end of the referencing Interval aligns with the end of the referenced Interval, with an optional gap) StartToFinish (the start of the referencing Interval aligns with the end of the referenced Interval, with an optional gap) StartToStart (the start of the referencing Interval aligns with the start of the referenced Interval, with an optional gap. Finally, the RelationshipType expresses whether the relationship is PARENT, CHILD, or SIBLING.7 7 [WS-Calendar] and [xCal], as with many other IETF RFCs,, also include as enumberatino values an extension point (x-name) and an IANA-registered xCal token (iana-token) [IANA]. These are not part of the PIM. ws-calendar-pim-v1.0-wd07 Standards Track Draft Working Draft 07 Copyright © OASIS Open 2012.-2014 All Rights Reserved. 17 January 2014 Page 20 of 37 325 4.5.2 Model Diagram 326 327 Figure 4-5 Relation Link Type and Relationship Types 328 4.5.3 Discussion 329 330 The PIM (and WS-Calendar) supports the common relationships between time intervals, as expressed in schedules, project management tools, and business process definitions such as BPEL and BPMN. 331 332 333 The relationships are expressed using the temporal relationship, the temporal gap between intervals, and the kind of relationship between Gluons and Intervals expressed as Parent, Child, and Sibling. Gluons are discussed in the next section. 334 335 The set is logically complete, and allows complex structures to be built from primitive relationships, passed in service invocations, and interpreted correctly. 336 337 338 339 In contrast with the WS-Calendar PSM, LinkType contains only a single string. The broader range of links in the WS-Calendar PSM includes a UID, a URI, or other kind of reference (implementation-defined). Since the abstract link is conceptually a pointer in the PIM, we define a single reference there. It is maintained as a class to allow the diversity of PSM definitions including that of [WS-Calendar]. 340 341 342 A PSM claiming conformance to the PIM SHALL document how it manages and maintains links. In particular, the conformance statement SHALL include a description of uniqueness of references in that PSM. 343 4.5.4 Relationship to other PIM Components 344 345 346 The use of relation allows all of the common relationships between time intervals to be expressed with optional offsets (the optional Gap), while abstracting the details of the relationship into the RelationLinkType class. ws-calendar-pim-v1.0-wd07 Standards Track Draft Working Draft 07 Copyright © OASIS Open 2012.-2014 All Rights Reserved. 17 January 2014 Page 21 of 37 347 4.6 Gluons 348 4.6.1 Introduction 349 350 351 The Gluon is a new concept in [WS-Calendar]. It may be thought of as a simple reference to a sequence (a set of temporally-related intervals), but while its structure is that of an interval it is functionally a pointer into a sequence. 352 353 354 A sequence may be referenced by many different gluons; the view of a sequence is determined by the referencing gluon and values that may be inherited from the referencing gluon such as start time and durations. 355 356 357 358 More formally, a Gluon references schedules comprised of related Intervals and Gluons, while providing a place for logical information such as the duration of Interval instances so that information may be inherited by referenced Interval instances. The structure permits directed graphs of instances with reuse of components. Those subgraphs may therefore act as reusable sub-schedules. 359 360 361 362 363 The Gluon may be thought of as a reference into a graph of Intervals or Gluons, allowing differing schedule views depending on the starting point. For example, a room schedule that includes room preparation, meetings, and room cleanup could have a gluon pointing to the preparation Interval for those interested in the preparation starting point and associated actions, and another Gluon pointing to the start of the meetings. 364 365 GluonType is a subclass of IntervalType with the added requirement that there be at least one RelationLink; IntervalType has zero or more associated RelationLinks. 366 367 A gap is signed, so a gap of P-1H for a related interval with TemporalRelationshipType of StartToFinish would mean that the referenced interval starts one hour before the referring interval. 368 369 These relationships may be used to compose arbitrarily complex graphs of instances of Intervals and Gluons. 370 4.6.2 Model Diagram 371 372 Figure 4-6 Gluons and their Relationship to Intervals. Note cardinality of relation associations ws-calendar-pim-v1.0-wd07 Standards Track Draft Working Draft 07 Copyright © OASIS Open 2012.-2014 All Rights Reserved. 17 January 2014 Page 22 of 37 373 4.6.3 Discussion 374 375 376 377 Gluons look and act very much like Intervals. One could think of the Gluon as an optional container for values to “fill in” Interval attributes dynamically and depending on the relationships among the instances. This technique is used in [EMIX] and [EnergyInteroperation] to build energy schedules with varying values but consistent lengths. 378 4.6.4 Relationship to other PIM Components 379 380 See the detailed discussion of Semantics in Section 3.2. Gluons contain values that may be inherited or overridden in its children. 381 4.7 Tolerance and Duration 382 4.7.1 Introduction 383 384 385 No timing of events, whether descriptive or prescriptive, can be perfectly accurate within the limits of measurement of real systems. The ToleranceValueType is an optional attribute of DurationValueType, allowing full flexibility in the description of permissible or expected variation in duration. See Figure 4-7. 386 387 The related interval may start early or late, end early or late, or have a duration that may be short or long with respect to the nominal value in howlong. The precision used to describe tolerance is also included. 388 4.7.2 Model Diagram 389 390 Figure 4-7 Duration and Tolerance 391 4.7.3 Discussion 392 393 The nature of duration includes a degree and the specification of tolerance with respect to start time, end time, and duration. Tolerances can be expressed in any combination. 394 395 396 397 The use of tolerances can allow (e.g.) randomization of intervals to ensure that certain activities do not occur “simultaneously.” For example, a startbefore of 5s and startafter of 10s indicates that the actual start time may be in the range from 5s before to 10s after the indicated dtStart. Additional deployment semantics for randomization may use this same expressed range. 398 4.7.4 Relationship to other PIM Components 399 Any duration, start, or end time as stated (or computed when bound) is subject to tolerance. 400 401 DurationValueType is the xCal conformed string but is missing some ISO8601 values. This conformed string type is therefore called "DurationStringType" to include the union of xCal and 8601 durations. ws-calendar-pim-v1.0-wd07 Standards Track Draft Working Draft 07 Copyright © OASIS Open 2012.-2014 All Rights Reserved. 17 January 2014 Page 23 of 37 402 4.8 Availability 403 4.8.1 Introduction 404 Availability is a means for describing when an actor can be available, or its complement, not available. 405 406 This version of the WS-Calendar PIM includes the necessary classes to express Availability as in [Vavailability] which is an Internet Draft as of this date. 407 4.8.2 Model Diagram 408 409 Figure 4-8 Vavailability and Availability Recurrence Rules 410 4.8.3 Discussion 411 412 413 The rrule is an xCal recurrence rule as defined in section 8.6.5.3 of [rfc6321]. The recurrence might be (e.g.) Yearly. In its current form, the expression is in iCalendar syntax, and will need future adaptation to match the abstraction level of this PIM. 414 4.8.4 Relationship to other PIM Components 415 416 417 Consumes recurrence relationships from Vavailability. Used in consumers of WS-Calendar to express availability for (e.g.) Demand Response events. [EnergyInteroperation]. Not used by other parts of the PIM. ws-calendar-pim-v1.0-wd07 Standards Track Draft Working Draft 07 Copyright © OASIS Open 2012.-2014 All Rights Reserved. 17 January 2014 Page 24 of 37 418 5 Examples using the PIM 419 5.1 Introduction 420 421 422 We include several examples drawn from a variety of sources in this chapter. Most were crafted using [WS-Calendar], [EMIX], and [EnergyInteroperation] and were created to illustrate facility scheduling, energy scheduling, and related topics. 423 5.2 A Meeting Schedule 424 Consider a meeting scheduled for a specific time – say 2pm and lasting two hours. 425 426 The meeting itself can be represented (and scheduled with attendees) as a single interval with duration 2h. 427 428 To carry out the meeting, there are other activities both before and after, and possibly during, the meeting time. See Figure 5-1 Simple Meeting Schedule below. 429 430 431 First, the room needs to be set up for the meeting. The Heating, Ventilating, and Air Conditioning system (HVAC) may need to pre-cool the room for the scheduled number of attendees. And the room needs to be cleaned up before setup for the next meeting. 432 433 434 435 Each of these activities can be scheduled separately, and done by different actors. But they need to be completed to set up and restore the room. Also consider a pre-meeting of the leaders in the room, starting 30 minutes before the main meeting, and lasting 20 minutes so the leaders can meet and greet attendees. 436 The gluons on the right are references into the sequence of intervals. 437 438 (1) The start of the HVAC pre-cooling is given to the HVAC control system (2) The start of the main meeting gluon is given to the meeting attendees 439 440 Additional gluons could be given to (e.g.) the room set-up team, pointing to the Prepare Room interval, and to the Pre-Meeting interval for the meeting leaders. 441 442 443 Additional elaboration might include the pre-purchase of energy for the pre-cooling (or committing in an energy schedule, which the HVAC control system uses to balance energy use through the day to avoid demand charges. 444 445 446 Finally, the actions are all based on where you reference the schedule—working back from the start time (inherited from the start of main meeting gluon) the pre-meeting is 30 minutes earlier, and the setup is 2 hours and 30 minutes earlier. 447 448 449 The HVAC schedule gluon might be all that the control system needs, combined with the knowledge from the schedule that the meeting is over in 2 hours 30 minutes after the 30 minute pre-cool period, and that cleanup takes another 30 minutes. 450 451 We have not tried to show all possible schedules and variations – perhaps the setup takes longer but is finished earlier, using an endbefore tolerance (and a zero endafter tolerance). 452 453 454 455 Note that this schedule may be used for any meeting – the start time can be placed in a gluon that references the Meeting interval. Likewise, the length could also be inherited from that same gluon. The structure of the schedule would be determined by facility policy (e.g. “you must allow two hours for setup”), and the schedule itself is relocatable and reusable. 456 ws-calendar-pim-v1.0-wd07 Standards Track Draft Working Draft 07 Copyright © OASIS Open 2012.-2014 All Rights Reserved. 17 January 2014 Page 25 of 37 457 458 Figure 5-1 Simple Meeting Schedule 459 5.3 An Energy Schedule 460 461 TBD: EnergyInteroperation sequence where the price offered is expressed in three different gluons, but with the same shared schedule. 462 5.4 Academic Scheduling Example 463 TBD From C.1.1 of [WS-Calendar]. 464 5.5 Further Examples from WS-Calendar 465 TBD. 466 NOTE: Consider Examples 3-12, 3-13, and 3-14 from [WS-Calendar]. ws-calendar-pim-v1.0-wd07 Standards Track Draft Working Draft 07 Copyright © OASIS Open 2012.-2014 All Rights Reserved. 17 January 2014 Page 26 of 37 467 5.6 Architectural Approaches 468 TBD. 469 NOTE: 470 471 472 Draw from examples to discuss relocatable sequences, gluons as subroutines (start in 5-1, could be more clear), and factoring and pushing information up the graph – with fully bound and anchored sequences derived from more general ones. 473 Selected examples (especially 3-12 and 3-14) from WS-Calendar would be useful. ws-calendar-pim-v1.0-wd07 Standards Track Draft Working Draft 07 Copyright © OASIS Open 2012.-2014 All Rights Reserved. 17 January 2014 Page 27 of 37 474 6 PIM to WS-Calendar PSM Transformation 475 476 477 MDA instances include a Platform-Independent Model (PIM) which is defined in this specification, and a transformation to a Platform-Dependent Model (PSM). In this section we briefly describe the mapping from this WS-Calendar PIM to [WS-Calendar]. 478 479 By using the same data types and conformed strings for instance values the transformation is straightforward. 480 481 482 WS-Calendar expresses the information for Intervals, Gluons, and other classes in terms of collections of Parameters, Properties, and Value Types, held in those collections with others that may not reflect the abstractions of WS-Calendar. 483 484 485 486 Accordingly, the mapping is from the PIM abstractions and classes to the expression in WS-Calendar Parameters, Properties, and Value Types. By the construction of names and types, the relationships of abstract types in the PIM is the same as the relationships of the abstract types in WS-Calendar; the implementation in terms of Parameters, Properties, and Value Types is exactly that in WS-Calendar. 487 NOTE: 488 489 The text conflates the transformation from a PIM [model] to a PSM [model] with transformation of instances; this should be made more clear in the next Working Draft 490 6.1 General Transformation 491 6.2 Specific Transformations 492 Use the XML examples from WS-Calendar 1.0 e.g. Line 483 ws-calendar-pim-v1.0-wd07 Standards Track Draft Working Draft 07 Copyright © OASIS Open 2012.-2014 All Rights Reserved. 17 January 2014 Page 28 of 37 493 7 PIM to IEC TC57 CIM Intervals and Sequences 494 TBD 495 496 Consider an example transform between PIM expression and IEC 61968/61970 expression. (WTC note in progress on this as a separate topic) ws-calendar-pim-v1.0-wd07 Standards Track Draft Working Draft 07 Copyright © OASIS Open 2012.-2014 All Rights Reserved. 17 January 2014 Page 29 of 37 498 8 Conformance and Rules for WS-Calendar PIM and Referencing Specifications 499 8.1 Introduction 500 501 502 This Conformance section differs in minor detail from that in [WS-Calendar]. The conformance behavior is in general identical to that of WS-Calendar; see Appendix D for details. We do not describe changes in that Appendix that involve the use of the name “WS-Calendar PIM” rather than “WS-Calendar.” 503 This section specifies conformance related to the information model contained in this specification. 504 505 506 If the implementer and/or implementation claiming conformance is using WS-Calendar PIM as part of a larger business or service communication, they SHALL follow not only the semantic rules herein, but SHALL also conform to the rules for specifying inheritance in referencing standards. 507 8.2 Relationship to WS-Calendar CS01 [Non-Normative] 508 509 This Platform-Independent Model for WS-Calendar shares all of the conformance statements from WSCalendar CS01 [WS-Calendar] subject to 497 510 511 512 513 514 Renaming of attributes (e.g., UID from [WS-Calendar] is named instanceID) Disambiguation of rules (e.g., “Intervals SHALL have a Duration AND ( either a dtStart OR a dtEnd )” in 8.3.5.1) Simplification (e.g., the section 8.3.5.2) Rewording to define conformance to WS-Calendar PIM rather than [WS-Calendar]. 515 8.3 Conformance Rules for WS-Calendar PIM 516 517 There are five kinds of conformance that must be addressed for WS-Calendar and specifications that reference WS-Calendar. This PIM references WS-Calendar and requires the same conformance rules. 518 Conformance to the inheritance rules in WS-Calendar, including the direction of inheritance 519 Specific attributes for each type that MUST or MUST NOT be inherited 520 Conformance rules that Referencing Specifications MUST follow 521 Description of Covarying attributes with respect to the Reference Specification 522 Semantic Conformance for the information within the artifacts exchanged 523 We address each of these in the following sections 524 8.3.1 Inheritance in WS-Calendar 525 In this section we define rules that define inheritance including direction. 526 527 I1: Proximity Rule Within a given lineage, inheritance is evaluated though each Parent to the Child before what the Child bequeaths is evaluated. 528 529 I2: Direction Rule Intervals MAY inherit attributes from the nearest gluon subject to the Proximity Rule and Override Rule, provided those attributes are defined as Inheritable. 530 531 532 I3: Override Rule If and only if there is no value for a given attribute of a Gluon or Interval, that Gluon or Interval SHALL inherit the value for that attribute from its nearest Ancestor in conformance to the Proximity Rule. 533 534 I4: Comparison Rule Two Sequences are equivalent if a comparison of the respective Intervals succeeds as if each Sequence were fully Bound and redundant Gluons are removed. ws-calendar-pim-v1.0-wd07 Standards Track Draft Working Draft 07 Copyright © OASIS Open 2012.-2014 All Rights Reserved. 17 January 2014 Page 30 of 37 535 536 537 I5: Designated Interval Inheritance [To facilitate composition of Sequences] the Designated Interval in the ultimate Ancestor of a Gluon is the Designated Interval of the composed Sequence. Special conformance rules for Designated Intervals apply only to the Interval linked from the Designator Gluon. 538 539 540 541 I6: Start Time Inheritance When a start time is specified through inheritance, that start time is inherited only by the Designated Interval; the start time of all other Intervals are computed through the durations and temporal; relationships within the Sequence. The Designated Interval is the Interval whose parent is at the end of the lineage. 542 8.3.2 Specific Attribute Inheritance 543 544 In WS-Calendar and this PIM the following attributes MUST be inherited in conformance to the Rules (same for Gluons and Intervals): 545 dtStart 546 dtEnd 547 Duration 548 Designated Interval (Gluon, special upward inheritance rule) 549 Tolerance 550 In WS-Calendar and this PIM the following attributes MUST NOT be inherited 551 instanceUid (Gluons and Intervals) 552 Temporal Relationships (between Intervals) 553 Relationship Links 554 8.3.3 General Conformance Issues 555 556 557 558 This specification is general purpose. Standards that claim conformance to this specification may need to restrict the variability inherent in the expressions of Date and Time to improve interoperation within their own interactions. Aspects of Date and Time that may reward attention and conformance statements include: 559 560 Precision – Does the conforming specification express time in Hours or in milliseconds. Consider a standard format recommendation. 561 562 563 564 565 566 Time Zones and UTC – Business interactions have a “natural” choice of local, time zone, or UTC based expression of time. Intents may be local, as they tie to the business processes that drive them. Tenders may be Time-zone based, as they are driven by the local business process, but may require future action across changes in time and in time zone. Transaction recording may demand UTC, for complete unambiguity. The specification cannot require one or another, but particular business processes may require appropriate conformance statements. 567 568 569 570 571 572 573 Business Purpose – Because WS-Calendar is general purpose, it does not distinguish between different exchanges that may have different purposes. For example, a general indication of capability and/or timeliness may be appropriate for a market tender, and an unanchored Sequence may be appropriate. In the same specification, performance execution could require merely the Gluon to Anchor the Interval. If the distinction between Unanchored and Anchored Interval is critical for a set of interactions, the referencing specification SHALL indicate the proper form for a given exchange. 574 8.3.4 Covarying Elements 575 576 577 578 579 Some elements of WS-Calendar and PIM objects may be covarying, meaning that they change together. Such elements are treated as a single element for inheritance, they are either inherited together or the child keeps its current values intact. This becomes important if one or more of a covarying set have default values. In that case, if any are present, then inheritance should deem they are all present, albeit some perhaps in their default values. ws-calendar-pim-v1.0-wd07 Standards Track Draft Working Draft 07 Copyright © OASIS Open 2012.-2014 All Rights Reserved. 17 January 2014 Page 31 of 37 580 8.3.5 Conformance of Intervals 581 8.3.5.1 Intervals 582 WS-Calendar PIM Intervals SHALL have a Duration. 583 Intervals MAY have a Start Time. 584 585 Intervals SHALL have a Duration AND optionally dtStart. If a non-compliant Interval is received in a service operation with dtEnd, then the dtEnd SHALL be ignored. 586 Within a Sequence, a maximum of a single Interval MAY have a dtStart or a dtEnd. 587 8.3.5.2 Other Elements 588 A Gluon may have a dtStart value. 589 8.3.6 Conformance of Bound Intervals and Sequences 590 591 592 Actionable services require Bound Intervals as part of a Bound Sequence. Services may include Intervals that are not bound for informational or negotiation purposes. Some of these are modeled and described as constraints in the UML models that have been produced separately. 593 594 Intervals SHALL have values assigned for dtStart and duration, either explicitly or through inheritance 595 Intervals SHALL have no value assigned for dtEnd 596 597 Within a Sequence at most the Designated Interval may have dtStart and duration with a value specified or inherited. 598 599 If Sequences are composed to create other Sequences, then the Designated Intervals within the composing Sequence are ignored. 600 601 Any specification claiming conformance to the WS-Calendar PIM MUST satisfy all of the following conditions: 602 o Follow the same style of inheritance (per the Rules) 603 o Specify attribute inheritability in the specification claiming conformance 604 605 o Specify whether certain sets of elements must be inherited as a group or specify that all elements can be inherited or not on an individual basis 607 8.4 Conformance Rules for Specifications Claiming Conformance to WS-Calendar PIM 608 609 610 611 Specifications that claim conformance to the WS-Calendar PIM SHALL specify inheritance rules for use within their specification. These rules SHALL NOT modify the Proximity, Direction, or Override Rules. If the specification includes covariant elements, those elements SHALL be clearly designated in the specification. 612 613 Specifications that normatively reference and claim conformance with the WS-Calendar PIM SHALL define the business meaning of zero duration Intervals. 614 8.5 Security Considerations 615 616 617 The WS-Calendar PIM describes an informational model. Specifications claiming conformance with the WS-Calendar PIM are likely to use the schedule and interval information as but a small part of their overall communications. 618 619 620 621 Specifications involving communication and messages that claim conformance to this specification should select the communication and select from well-known methods to secure that communication appropriate to the information exchanged, while paying heed to the costs of both communication failure and of inappropriate disclosure. To the extent that iCalendar schedule servers are used, the capabilities of 606 ws-calendar-pim-v1.0-wd07 Standards Track Draft Working Draft 07 Copyright © OASIS Open 2012.-2014 All Rights Reserved. 17 January 2014 Page 32 of 37 622 623 security of those systems should be considered as well. Those concerns are out of scope for this specification. ws-calendar-pim-v1.0-wd07 Standards Track Draft Working Draft 07 Copyright © OASIS Open 2012.-2014 All Rights Reserved. 17 January 2014 Page 33 of 37 624 Appendix A. Acknowledgments 625 626 The following individuals have participated in the creation of this specification and are gratefully acknowledged: 627 Participants: Bruce Bartell Southern California Edison Chris Bogen US Department of Defense (DoD) Edward Cazalet Individual Toby Considine University of North Carolina at Chapel Hill Robin Cover OASIS William Cox Individual Sharon Dinges Trane Michael Douglass Rensselaer Polytechnic Institute Craig Gemmill Tridium, Inc. Dave Hardin EnerNOC Gale Horst Electric Power Research Institute (EPRI) Gershon Janssen Individual Ed Koch Akuacom Inc. Benoit Lepeuple LonMark International Carl Mattocks Individual Robert Old Siemens AG Joshua Phillips ISO/RTO Council (IRC) Jeremy Roberts LonMark International David Thewlis CalConnect 628 ws-calendar-pim-v1.0-wd07 Standards Track Draft Working Draft 07 Copyright © OASIS Open 2012.-2014 All Rights Reserved. 17 January 2014 Page 34 of 37 629 Appendix B. Revision History 630 Revision Date Editor Changes Made 01 November 15 2012 William Cox Initial Draft based on contributed models 02 December 20 2012 William Cox First draft conformance section. Added explanatory text in individual model sections. GluonType is now a subclass of IntervalType, rather than GluonType having an association to IntervalType. 03 January 31, 2012 William Cox Completed most sections; indicated questions for the TC as “EDITOR’S NOTE”s. Model is the same as for WD02. WD03 contains a quotation with modifications from the WSCalendar conformance sections. 04 April 10, 2013 William Cox Update with responses to questions from WD03; minor changes to the model and many clarifications based on meeting discussions. Included differences between the normative semantics and conformance sections and WSCalendar 1.0 as non-normative Appendices. 05 April 24, 2013 William Cox Addressed remaining Editor’s Notes from previous Working Drafts. Changed cardinality for attachment from [1..1] to [0..1] in parallel with unbound attributes expressed in UML. Prepared text for public review. 06 16 January 2014 William Cox Simplification of relations and LinkType. Addition of instance (object) diagrams to express examples. Includes PIM to WSCalendar-as-PSM mapping. 07 17 January 2014 William Cox Addresses comments from TC review of WD06. Eliminated unused DurationParameterEnum, corrected gap to DurationStringType (with no tolerance values), eliminated iana-token and x-name relationship types. Identified but did not correct the application of tolerance to dtStart, dtEnd, and duration. Clarified intended sources of examples. Eliminated unused classes and objects in the model. 631 ws-calendar-pim-v1.0-wd07 Standards Track Draft Working Draft 07 Copyright © OASIS Open 2012.-2014 All Rights Reserved. 17 January 2014 Page 35 of 37 633 Appendix C. PIM and WS-Calendar Semantics Differences 634 635 The following is a non-normative list of changes required to convert the [WS-Calendar] Section 1.9 Semantics section to the Semantics section of the PIM. 636 637 We have excluded changes to table numbering, page footers, and purely typographic changes such as deletion of extra spaces. 638 Line numbers are with respect to [WS-Calendar] in PDF form. 632 Line Number Change to [WS-Calendar] to PIM 200-201 Added references to WS-Calendar and PIM tables 202 Table 1-3, Gluon Entry Changed “…gluon is influences…” to “…gluon influences…” (typographic) 202 Table 1-3, Artifact Entry Changed first sentence to “An Artifact is the information attached to, and presumably that occurs or is relevant to the time span described by an Interval.” 208, Table 1-4, Busy Entry Changed “Busy often overlays is overlaid by Availability” to “Busy often overlays Availability.” 639 640 NOTE: This table was current as of PIM WD05; needs to be updated. ws-calendar-pim-v1.0-wd07 Standards Track Draft Working Draft 07 Copyright © OASIS Open 2012.-2014 All Rights Reserved. 17 January 2014 Page 36 of 37 642 Appendix D. PIM and WS-Calendar Conformance Differences 643 644 The following is a non-normative list of changes required to convert the [WS-Calendar] Section 4 Conformance and Rules for WS-Calendar and Referencing Specification to Section 5 of the PIM. 645 646 647 We have excluded changes to table numbering, page footers, and purely typographic changes such as deletion of extra spaces. Text was reworded to refer to the PIM rather than WS-Calendar as needed; such changes are not captured here. 648 Line numbers are with respect to [WS-Calendar] in PDF form. 641 Line Number Change to [WS-Calendar] to PIM 1450-1453 Introduction Modified Introduction to apply to the WS-Calendar PIM. 1490 Changed “UID (Gluons and Intervals)” to “instanceUid (Gluons and Intervals)” 1491 Added “Relationship Links” to list. 1522-1523 Changed “Duration AND a dtStart OR a dtEnd” to “Duration AND optionally dtStart.” Changed “received with both a dtStart and a dtEnd then the dtEnd SHALL be ignored” to” “received in a service operation with dtEnd then the dtEnd SHALL be ignored.” 1525-1529 Replaced with “A Gluon may have a dtStart value>” Other conditions are excluded by the UML in PIM. 1550 Change “override” to “modify” […the Proximity, Direction, or Override Rules.] 649 650 NOTE: This table was current as of PIM WD05; needs to be updated. ws-calendar-pim-v1.0-wd07 Standards Track Draft Working Draft 07 Copyright © OASIS Open 2012.-2014 All Rights Reserved. 17 January 2014 Page 37 of 37
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