BS ISO 17469-1-2015 Document management Strategy markup language (StratML) StratML core elements《文件管理策略标记语言 (StratML) StratML核心元素》.pdf

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1、BSI Standards PublicationBS ISO 17469-1:2015Document management Strategy markup language(StratML)Part 1: StratML core elementsBS ISO 17469-1:2015 BRITISH STANDARDNational forewordThis British Standard is the UK implementation of ISO 17469-1:2015.The UK participation in its preparation was entrusted

2、to TechnicalCommittee IDT/1, Document Management Applications.A list of organizations represented on this committee can beobtained on request to its secretary.This publication does not purport to include all the necessaryprovisions of a contract. Users are responsible for its correctapplication. The

3、 British Standards Institution 2015. Published by BSI StandardsLimited 2015ISBN 978 0 580 76396 0ICS 35.240.30Compliance with a British Standard cannot confer immunity fromlegal obligations.This British Standard was published under the authority of theStandards Policy and Strategy Committee on 28 Fe

4、bruary 2015.Amendments issued since publicationDate Text affectedBS ISO 17469-1:2015 ISO 2015Document management Strategy markup language (StratML) Part 1: StratML core elementsGestion de documents Langage de marquage de stratgie (StratML) Partie 1: lments principaux du StratMLINTERNATIONAL STANDARD

5、ISO17469-1First edition2015-02-15Reference numberISO 17469-1:2015(E)BS ISO 17469-1:2015ISO 17469-1:2015(E)ii ISO 2015 All rights reservedCOPYRIGHT PROTECTED DOCUMENT ISO 2015All rights reserved. Unless otherwise specified, no part of this publication may be reproduced or utilized otherwise in any fo

6、rm or by any means, electronic or mechanical, including photocopying, or posting on the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address below or ISOs member body in the country of the requester.ISO copyright officeCase postale 56

7、CH-1211 Geneva 20Tel. + 41 22 749 01 11Fax + 41 22 749 09 47E-mail copyrightiso.orgWeb www.iso.orgPublished in SwitzerlandBS ISO 17469-1:2015ISO 17469-1:2015(E)Contents PageForeword ivIntroduction v1 Scope . 12 Terms and definitions . 13 Strategy markup language . 13.1 General . 13.2 StratML core 23

8、.2.1 General 23.2.2 Organization 23.2.3 Name 23.2.4 Description 33.2.5 Acronym 33.2.6 Mission . 33.2.7 Vision . 43.2.8 Value . 43.2.9 Goal 43.2.10 Objective 53.2.11 Stakeholder . 53.2.12 Identifier . 53.2.13 SequenceIndicator 63.3 Administrative information . 63.3.1 General 63.3.2 StartDate . 63.3.3

9、 EndDate . 73.3.4 PublicationDate . 73.3.5 Source 73.3.6 Submitter 83.3.7 GivenName 83.3.8 Surname 83.3.9 EmailAddress 83.3.10 PhoneNumber 93.4 Graphical depiction . 94 Schema .10Annex A (informative) Related ISO standards committees 15Bibliography .17 ISO 2015 All rights reserved iiiBS ISO 17469-1:

10、2015ISO 17469-1:2015(E)ForewordISO (the International Organization for Standardization) is a worldwide federation of national standards bodies (ISO member bodies). The work of preparing International Standards is normally carried out through ISO technical committees. Each member body interested in a

11、 subject for which a technical committee has been established has the right to be represented on that committee. International organizations, governmental and non-governmental, in liaison with ISO, also take part in the work. ISO collaborates closely with the International Electrotechnical Commissio

12、n (IEC) on all matters of electrotechnical standardization.The procedures used to develop this document and those intended for its further maintenance are described in the ISO/IEC Directives, Part 1. In particular the different approval criteria needed for the different types of ISO documents should

13、 be noted. This document was drafted in accordance with the editorial rules of the ISO/IEC Directives, Part 2 (see www.iso.org/directives).Attention is drawn to the possibility that some of the elements of this document may be the subject of patent rights. ISO shall not be held responsible for ident

14、ifying any or all such patent rights. Details of any patent rights identified during the development of the document will be in the Introduction and/or on the ISO list of patent declarations received (see www.iso.org/patents).Any trade name used in this document is information given for the convenie

15、nce of users and does not constitute an endorsement.For an explanation on the meaning of ISO specific terms and expressions related to conformity assessment, as well as information about ISOs adherence to the WTO principles in the Technical Barriers to Trade (TBT), see the following URL: Foreword Su

16、pplementary information .The committee responsible for this document is ISO/TC 171, Document Management Applications, Subcommittee SC 2, Application Issues.ISO 17469 consists of the following parts, under the general title Document management Strategy markup language (StratML): Part 1: StratML core

17、elementsiv ISO 2015 All rights reservedBS ISO 17469-1:2015ISO 17469-1:2015(E)IntroductionThis International Standard formalizes the practice that is commonly accepted but often implemented inconsistently. It will enable efficient discovery, sharing, and analysis of the information commonly contained

18、 in the strategic plans of organizations worldwide. While other initiatives have been mounted to compile abstract and theoretical models of the strategic planning process, this is the first to enable the concept of “strategic alignment” to be realized on the Web, through literal hypertext linkages t

19、o goal and objective statements.NOTE For example, see the Business Motivation Model compiled by the Business Rules Group.This is the first of a planned multipart International Standard. It specifies the elements that are common and deemed to be essential for inclusion in strategic plans. ISO 17469-2

20、 will specify the extensions to the core that are deemed essential for inclusion in performance plans and reports. ISO 17469-3 and perhaps additional parts will include further extensions encompassing elements that, while not essential, can add value to the core elements and can be required for more

21、 specialized purposes, e.g. identifying the methodology and assessing the quality of the processes used to identify strategic goals and objectives as well as stakeholders.NOTE 1 U.S. federal agencies are required by the Government Performance and Results Act (GPRA) to compile and maintain strategic

22、plans. OMB Circular A-119 directs agencies to use international voluntary consensus standards as applicable.NOTE 2 As documented on Wikipedia, two situational/environmental analysis methodologies for identifying goals and objectives include SWOT and PESTLE.The purposes of StratML include the followi

23、ng: Facilitate the sharing, referencing, indexing, discovering, linking, reusing, and analysing of the elements of strategic plans, including goal and objective statements as well as the names and descriptions of stakeholder groups and any other content commonly included in strategic plans. Enable t

24、he concept of “strategic alignment” to be realized in literal linkages among goal and objective statements and all other records created by organizations in the routine course of their business processes. Facilitate the discovery of potential performance partners who share common goals and objective

25、s and/or either produce inputs needed or require outputs produced by the organization compiling the strategic plan. Facilitate stakeholder feedback on strategic goals and objectives. Facilitate updating and maintenance of discrete elements of strategic plans without requiring review and approval of

26、the entire plan through bureaucratic channels, thereby helping to make the strategic planning process more agile and responsive to stakeholder feedback and changing circumstances, thus, helping to overcome the tendency of strategic plans to become outdated “shelfware”. Reduce the time, effort, incon

27、sistencies, and delays associated with maintaining goal and objective statements redundantly in myriad “stovepipe” systems rather than referencing the authoritative sources. Build upon content management and emerging social networking technologies to enable creation of the Strategic Semantic Web com

28、prising a worldwide network of intents (goals and objectives) as well as organizational values and stakeholders.Value-added intermediaries will be free to apply style sheets to display the information in any manner desired by their stakeholders on computer screens and other devices as well as in pri

29、nt media. The primary way in which this International Standard will impact the quality of plans will be by facilitating feedback from stakeholders. However, by specifying kinds of information to include the International Standard will enable planners and intermediary service providers to focus more

30、directly and intensively on the quality of the information itself. ISO 2015 All rights reserved vBS ISO 17469-1:2015BS ISO 17469-1:2015Document management Strategy markup language (StratML) Part 1: StratML core elements1 ScopeThis International Standard specifies an Extensible Markup Language (XML)

31、vocabulary and schema (XSD) for the elements that are common and considered to be part of the essential core of the strategic plans of all organizations worldwide.This International Standard will not address how the information contained in strategic and performance plans and reports should be prese

32、nted, specify font sizes or colours, page margins or numbering, or how graphics should be displayed, and provide guidance on how to compile high-quality plans, beyond specifying the basic elements that they should contain.2 Terms and definitionsFor the purposes of this document, the following terms

33、and definitions apply.2.1performance plandocument identifying inputs and processes required to accomplish objectives and establishing metrics by which progress will be assessed within a single budgetary planning and resource allocation cycle2.2strategic plandocument identifying goals and objectives

34、to be pursued by an organization over a multi-year period, typically three to five years, in support of its mission and being consistent with its values2.3XSDXML schema definitionspecifies how to formally describe the elements in an XML document that define a shared vocabularySOURCE: World Wide Web

35、Consortium (W3C)3 Strategy markup language3.1 GeneralThis International Standard specifies two kinds of elements: 1) the StratML core itself, and 2) administrative metadata providing a minimal amount of useful information about the core. The essence of the International Standard is contained in the

36、core. An element is also specified as a catch-all for information that is not more expressly addressed in other elements of the schema.INTERNATIONAL STANDARD ISO 17469-1:2015(E) ISO 2015 All rights reserved 1BS ISO 17469-1:2015ISO 17469-1:2015(E)3.2 StratML core3.2.1 GeneralThe following seven eleme

37、nts, together with their child elements, comprise the StratML Core. Each of those elements and their children are defined in the following tables. Appropriately, examples are provided and alternate element names are listed, together with terms that have broader and narrower meanings or are otherwise

38、 related. Usage notes provide additional guidance. At a minimum, to be considered valid, a StratML document shall contain the name of the plan and at least one goal statement.NOTE In hierarchical data structures like StratML, the relationship between upper level elements and lower level elements is

39、commonly called a parent-child relationship or, more technically speaking, a subtype-supertype relationship.3.2.2 OrganizationConcept: OrganizationPreferred term OrganizationAlternate terms Agency, Company, Institution, Charity, PersonDefinition The legal or logical entity to which the plan or repor

40、t applies.Usage noteWhile the plan itself must be named and can have only one name, use of this ele-ment is optional and repeatable to enable identification of as many organizations as may be involved in pursuit of the goals and objectives it contains.In addition to organizations, individuals can al

41、so use StratML to document their goals, objectives, and stakeholders.ExamplesAIIMGovernment Printing OfficeUnited NationsNarrower termsDepartment, Division, Regional Office, Program Office, Project Office, Sub- organizationBroader terms Consortium, Partnership, Alliance, Public, or Private3.2.3 Name

42、Concept: NamePreferred term NameAlternate term Moniker2 ISO 2015 All rights reservedBS ISO 17469-1:2015ISO 17469-1:2015(E)DefinitionA word or short phrase intended to identify a concept within the context in which it is being applied.Usage noteThis element is a child of Organization, Value, Goal, Ob

43、jective, and Stakeholder as well as the root element of the plan. It is commonly paired with the Description element.ExampleSee the examples for Organization, Value, and Stakeholder.(The examples provided for Goal and Objective are descriptions rather than names.)Narrower terms NoneBroader terms Des

44、cription3.2.4 DescriptionConcept: DescriptionPreferred term DescriptionAlternate terms Explanation, DefinitionDefinition A sentence or short paragraph defining and explaining a concept.Usage noteThis element is a child of Organization, Value, Goal, Objective and Stakeholder as well as the root eleme

45、nt of the plan. It is commonly paired with the Name element.Example N/ANarrower terms NameBroader terms None3.2.5 AcronymConcept: AcronymPreferred term AcronymAlternate terms NoneDefinitionAn abbreviation of a proper name, usually composed of the first letters of each word in the name.Usage note Thi

46、s element is a child of Organization.ExampleGPOAIIM (formerly known as the Association for Information and Image Management)Narrower terms NoneBroader terms None3.2.6 MissionConcept: MissionPreferred term MissionAlternate terms PurposeDefinition A brief description of the basic purpose of the organi

47、zation.Usage noteWhile use of this element is optional, good practice dictates that it should be included. ISO 2015 All rights reserved 3BS ISO 17469-1:2015ISO 17469-1:2015(E)Example Eliminate world hunger.Narrower terms Goal, Program, ProjectBroader terms None3.2.7 VisionConcept: VisionPreferred te

48、rm VisionAlternate terms NoneDefinitionA concise and inspirational statement implicitly relating an organizations purpose to its values, thus motivating its actions toward a future state it strives to achieve.Usage noteWhile use of this element is optional, good practice dictates that it should be i

49、ncluded.Example A world in which no child goes to sleep hungry.Narrower terms ValueBroader terms None3.2.8 ValueConcept: ValuePreferred term ValueAlternate terms Principle, IdealDefinitionA principle that is important and helps to define the essential character of the organization.Usage noteWhile use of this element is optional, good practice dictates that it should be included. It is repeatable to enable identification of as many values as may be appropriate.Exampleshonesty, integrity, diligence, compassion, tolerance