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OpenOntologyRepository: Metadata Workshop-VI - Tue 2012_03_06

Topic: OOR Metadata Workshop-VI: Metadata for Financial Ontologies

Session Chair: Professor MichaelGruninger (University of Toronto)


  • Mr. MikeBennett (EDM Council; Hypercube) - "Metadata for the Financial Industry Business Ontology (FIBO)"
  • Mr. DavidNewman (Wells Fargo Bank) - "Ontology walk-thru & demo"


Conference Call Details

  • Date: Tuesday, 6-March-2012
  • Start Time: 8:30am PST / 11:30am EST / 5:30pm CET / 16:30 UTC
  • Expected Call Duration: ~1.5 hours
  • Dial-in:
    • Phone (US): +1 (206) 402-0100 (long distance cost will apply)
      • ... backup nbr (US): +1 (415) 671-4335
    • Skype: joinconference ... generally free-of-charge, when connecting from your computer)
    • when prompted enter PIN: 141184#
  • Shared-screen support
    • [[GoToMeeting]] session at: (hosted by MikeBennett)
    • Alt: VNC session:
      • view-only password: "ontolog"
      • if you plan to be logging into this shared-screen option (which the speaker may be navigating), and you are not familiar with the process, please try to call in 5 minutes before the start of the session so that we can work out the connection logistics. Help on this will generally not be available once the presentation starts.
    • people behind corporate firewalls may have difficulty accessing this. If that is the case, please download the slides above (where applicable) and running them locally. The speaker(s) will prompt you to advance the slides during the talk.
  • In-session chat-room url:
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    • thanks to the folks, one can now use a jabber/xmpp client (e.g. gtalk) to join this chatroom. Just add the room as a buddy - (in our case here) ... Handy for mobile devices!
  • Discussions and Q & A:
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  • Please note that this session may be recorded, and if so, the audio archive is expected to be made available as open content, along with the proceedings of the call to our community membership and the public at-large under our prevailing open IPR policy.
  • RSVP to appreciated, ... or simply just by adding yourself to the "Expected Attendee" list below (if you are a member of the team.)


  • Regrets:
    • TimDarr...


Topic: OOR Metadata Workshop-VI: Metadata for Financial Ontologies

by: Michael Grüninger

The OOR Metadata Workshop series is devoted to exploring existing and proposed approaches to the specification of metadata for ontologies, particularly in the context of ontology repositories.

The workshop today will focus on ontology metadata within the financial industry.


Agenda & Proceedings

Full proceedings will be made available in our archives after the session.

1. Meeting called to order ... opening, participants' self-introductions. (~10 min.)

2. Introduction of the panel - chair: Michael Grüninger (~5 min.)

3. Presentation by the invited speakers (~25 min. each) ... [ slides ]

4. Q & A and Open discussion (~20 min.) ... (ref. process above)

6. Wrap-up: Announcements and Follow-up actions (where applicable) - chair: Michael Grüninger (~5 min.)

Transcript of the online chat during the session

see raw transcript here.

(for better clarity, the version below is a re-organized and lightly edited chat-transcript.)

Participants are welcome to make light edits to their own contributions as they see fit.

-- begin in-session chat-transcript --

[08:18] Peter P. Yim: Welcome to the

OpenOntologyRepository: Metadata Workshop-VI - Tue 2012_03_06

Topic: OOR Metadata Workshop-VI: Metadata for Financial Ontologies

Session Chair: Professor Michael Grüninger (University of Toronto)


Session page:

Mute control: *7 to un-mute ... *6 to mute (please make sure your own phone is not muted as well)

Can't find Skype Dial pad? ... it's under the "Call" dropdown menu as "Show Dial pad"


[07:24] anonymous morphed into Aurona Gerber

[08:23] Ernani Santos: I am listening you ...

[08:27] Ernani Santos: yes i am here

[08:29] anonymous morphed into David Eddy

[08:30] anonymous morphed into Andrea Westerinen

[08:33] Mike Bennett: I can set up a [[GoToMeeting]] session now and people will be able to find it via a link.

[08:33] Mike Bennett: It will take me 3 or 4 minutes

[08:34] Michael Grüninger: @MikeBennett:yes, please!

[08:34] anonymous2 morphed into Lin Zhang

[08:34] anonymous morphed into Ali Obaidi

[08:34] anonymous1 morphed into David Newman

[08:36] Mike Bennett:

[08:36] anonymous morphed into Graham Gal

[08:36] Ernani Santos: I don't have a mike ...

[08:38] Ernani Santos: I'm a Ph.D Student in UFES Brazil. My area of research is Conceptual modeling and Ontologies.

[08:38] Aurona Gerber: I'm here but you could not hear me. Technology challenges, perhaps next time. South AFrica

[08:42] DavidMcClure: I am David E. McClure, Jr., of the U.S. Government site Jeanne Holm forwarded the web conference invitation.

[08:43] DavidMcClure: I am the lead for metadata and will listen in if you have no objection.

[09:13] Peter P. Yim: @DavidMcClure - we welcome your participation and contribution! ... (Fyi, all virtual events on Ontolog are free and open)

[08:45] Peter P. Yim: == Michael Grüninger opening ...

[08:46] anonymous1 morphed into Elisa Kendall

[08:48] Peter P. Yim: == Mike Bennett presenting ...

[08:51] Peter P. Yim: Mike Bennett: FIBO = Financial Industry Business Ontology

[08:51] Peter P. Yim: Mike Bennett: FIBIM = Financial Industry Business Information Model

[08:53] David Eddy: Mike's slides are only at [[GoToMeeting]]? (which I can't get too)

[08:54] Peter P. Yim: @David - you can download the slides from ... and run the slides from your own desktop, the speaker will prompt everyone to advance as required

[08:55] David Eddy: Thnx!

[09:09] Peter P. Yim: Mike Bennett: (slide #15) FIBIM = ISO TC68/SC4/WG11 N12 v 3.2

[09:14] Leo Obrst: @MikeBennett: can you describe your "archetypes"? The health record community has "archetypes" of a sort. In addition, the UML world has "prototypes". Are all these related?

[09:20] Mike Bennett: @Leo our concept of an Archetype is just like a stereotype except that it is also a model element. It represents the ultimate abstraction of each class of "Thing", for example if all securities and derivatives are a Contract, what is the simplest kind of thing that is a Contract, and what are all the facts which necessarily and always apply to all Contracts? The element so defined is the archetype of Contract, and is also the ancestor of all classes of Thing which are themselves Contracts. Its necessary facts are inherited and/or specialized/extended by the classes of thing which are below this in the taxonomic hierarchy.

[09:20] Mike Bennett: @Leo in short, we called it Archetype because this was pretty much in line with the dictionary definition of that word, and so without reference to other, possibly technical uses of that word.

[09:14] Peter P. Yim: == David Newman presenting ...

[09:15] David Eddy: DavidNewman's slides are where?

[09:16] Mike Bennett: @DavidEddy David Newman has not prepared slides. If you go to the [[GoToMeeting]] you can see what he has on screen. I believe some views form this will be uploaded after this session.

[09:17] David Eddy: @MikeBennett: thnx... can't get to [[GoToMeeting]].

[09:23] Mike Bennett: I'm sorry to say that the [[GoToMeeting]] session has reached its capacity of 16 attendees.

[09:24] Mike Bennett: Now showing the Protege screen with annotation metadata examples

[09:25] Peter P. Yim: @DavidEddy and All - I have the [[GoToMeeting]] session displayed on the VNC screen now ... so, if you can get to VNC you might still catch it there

[09:26] David Eddy: @PeterYim: don't see it... will wait for slides

[09:27] Mike Bennett: It is displaying on the VNC screen, I can see it from here.

[09:28] David Eddy: @MikeBennett - evidently I don't know where VNC is

[09:30] Mike Bennett: @DavidEddy - when you right click on the link on the session page, open in new tab or window, you get a login - type 'ontolog' - if you did that, the VNC starts as a separate application which may be lurking on your task bar.

[09:29] Todd Schneider: David Newman, could you explain what you mean by 'navigate'?

[09:33] Peter P. Yim: == Michael Grüninger moderating discussion ...

[09:33] Mike Bennett: Also since Elisa Kendall is here maybe we can hear a bit on the OMG's vision for element level metadata

[09:40] Peter P. Yim: @Elisa - can you share your "metadata spreadsheet"? ... (is this slide#6 on Mike's slide deck?)

[09:40] Elisa Kendall: What I have hasn't been approved for release from OMG, but you can take Mike's slide as a partial view of it

[09:46] Mike Bennett: My slide 6 shows only a small extract of the OMG AB Recommendations spreadsheet.

[09:41] Peter P. Yim: Thank you for the response, Elisa ... would look forward to looking at it when it is released; please let us know.

[09:45] David Eddy: @MikeBennett - I suspect this is a platform issue. I'm on legacy Mac & do not (yet) have Java v1.6.

[09:52] Ernani Santos: Sorry, but I have to go. Thanks for this good session. Bye.

[09:54] Peter P. Yim: @Ernani - bye ... thank you for the participation!

[09:54] Mike Bennett: Use Cases: We are also looking at model-specific use cases such as making references to regulatory requirements for financial industry concepts

[09:55] Mike Bennett: Use Cases: also mapping to different models (especially non OWL ones)

[10:02] Mike Bennett: Demystifying Financial Services Semantics - in NYC. Joint EDM Council / OMG

[10:04] Mike Bennett: and navigate to the "Downloads" tab. Note that many of the diagrams on this site are a bit out of date as we move over to the OMG standards process.

[10:05] Peter P. Yim: great session!

[10:05] Leo Obrst: Goodbye, folks!

[10:05] Peter P. Yim: -- session ended: 10:05am PST --

-- end of in-session chat-transcript --

6.1 Any Other Business:

6.2 Action items:

6.3 Schedule Next Meeting & Adjourn:

  • Next Meeting:
    • regular monthly OOR team meeting next week - Tue 2012.03.13
    • then the "OOR Architecture & API Workshop-XI" on Tue 2012.03.20
  • Call adjourned at: 10:05 am PDT


notes taken by: Peter P. Yim / 2012.03.06-10:19am PST

All participants, please review and edit to enhance accuracy and granularity of the documented proceedings.


  • the OOR-IPR mini-series:
    • 2010_09_09 - Thursday: Joint OOR-Ontolog-NCBO-CC-IAOA-OASIS Panel Discussion - "IPR issues in Ontology and the OOR" session-1: an exposition on relevant IPR regimes - Keynote speaker: George Strawn - Chair: Peter P. Yim - Panelists: JamieClark, John Wilbanks, Bruce Perens - ConferenceCall_2010_09_09
    • 2010_09_16 - Thursday: Joint OOR-Ontolog-NCBO-CC-IAOA-OASIS Panel Discussion - "IPR issues in Ontology and the OOR" session-2: what are the IPR issues relating to open ontology repositories (and ontologies in general)? - Chair: Mark Musen - Panelists: Cameron Ross, Alan Rector, John F. Sowa, Bruce Perens, John Wilbanks, Peter P. Yim - ConferenceCall_2010_09_16
    • 2010_09_30 - Thursday: Joint OOR-Ontolog-NCBO-CC-IAOA-OASIS Panel Discussion - "IPR issues in Ontology and the OOR" session-3: discussion and consensus on licensing arrangements for the OOR Initiative, and positions we might take on related IPR issues - chair: Leo Obrst - Panelists: Peter P. Yim, Mike Dean, Bruce Perens, JamieClark - ConferenceCall_2010_09_30
  • the Joint IAOA-OOR-Ontolog "Ontologies and Standards" mini-series:
    • 2011_10_20 - Thursday: Joint IAOA-OOR-Ontolog "Ontologies and Standards" mini-series session-1: Introducing the ISO NP 17347 "Ontology Integration and Interoperability (OntoIOp)" Standardization Effort - Co-chairs: John Bateman & Michael Grüninger - ConferenceCall_2011_10_20
    • 2011_11_03 - Thursday: Joint IAOA-OOR-Ontolog "Ontologies and Standards" mini-series session-2: Invited Speaker: Elisa Kendall on "Ontology-Related Metadata Standards" - Co-chairs: Michael Grüninger & John Bateman - ConferenceCall_2011_11_03

How To Join (while the session is in progress)