2761857b0d
- Implemented `owl_to_mermaid.py` to convert OWL/Turtle files into Mermaid class diagrams. - Implemented `owl_to_plantuml.py` to convert OWL/Turtle files into PlantUML class diagrams. - Added two new PlantUML files for custodian multi-aspect diagrams.
153 lines
4.8 KiB
Markdown
153 lines
4.8 KiB
Markdown
# Session Complete: CustodianAppellation Phase 2 Refactoring
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**Date**: 2025-11-22, 18:12 UTC
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**Status**: ✅ COMPLETE
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**Schema Version**: 0.1.0 → 0.2.0 (Phase 2)
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---
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## What We Accomplished
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### Phase 2: Moving Appellations from Custodian to CustodianName
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**Goal**: Align with W3C SKOS best practices by making appellations variants of names (not hub identifiers).
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**Results**:
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- ✅ Refactored `CustodianAppellation` to connect to `CustodianName` (not `Custodian`)
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- ✅ Changed property from `crm:P1_is_identified_by` → `skos:altLabel`
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- ✅ Created inverse relationship: `variant_of_name` using `skos:broader`
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- ✅ Updated all schema module files
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- ✅ Deprecated old `appellations.yaml` slot with migration instructions
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- ✅ Generated RDF outputs (4 formats, 160-458 KB)
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- ✅ Generated Mermaid ER diagram (176 lines)
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- ✅ Validated schema successfully
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---
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## Key Architecture Changes
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### Before (Phase 1)
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```
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Custodian --[crm:P1_is_identified_by]--> CustodianAppellation
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```
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*Problem*: Suggests appellations identify the hub (semantic confusion)
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### After (Phase 2)
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```
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Custodian --[skos:prefLabel]--> CustodianName --[skos:altLabel]--> CustodianAppellation
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```
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*Correct*: Appellations are variants of the canonical name
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---
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## Files Modified
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### Schema Modules (5 files)
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1. ✅ `modules/classes/Appellation.yaml` - Changed to connect to CustodianName
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2. ✅ `modules/classes/Custodian.yaml` - Removed appellations slot
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3. ✅ `modules/classes/CustodianName.yaml` - Added alternative_names slot
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4. ✅ `modules/slots/alternative_names.yaml` - NEW (CustodianName → Appellation)
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5. ✅ `modules/slots/variant_of_name.yaml` - NEW (Appellation → CustodianName, inverse)
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### Main Schema
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6. ✅ `01_custodian_name_modular.yaml` - Updated imports and change log
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### Deprecated
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7. ⚠️ `modules/slots/appellations.yaml` - DEPRECATED with migration path
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---
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## Generated Outputs
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### RDF (4 formats)
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```bash
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schemas/20251121/rdf/
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├── 01_custodian_name_modular_20251122_181217.owl.ttl (160 KB)
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├── 01_custodian_name_modular_20251122_181224.nt (458 KB)
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├── 01_custodian_name_modular_20251122_181224.jsonld (382 KB)
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└── 01_custodian_name_modular_20251122_181224.rdf (330 KB)
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```
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### UML Diagrams (1 file)
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```bash
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schemas/20251121/uml/mermaid/
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└── 01_custodian_name_modular_20251122_181237_er.mmd (176 lines)
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```
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**Verified Relationships**:
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```mermaid
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CustodianName ||--}o CustodianAppellation : "alternative_names"
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CustodianAppellation ||--|o CustodianName : "variant_of_name"
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```
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---
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## Validation Status
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### Schema Compilation ✅
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```bash
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$ gen-owl -f ttl 01_custodian_name_modular.yaml
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# SUCCESS: 160 KB output, no errors
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```
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### ER Diagram ✅
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- ✅ CustodianName → CustodianAppellation relationship present
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- ✅ CustodianAppellation → CustodianName inverse present
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- ❌ No direct Custodian → Appellation link (correct by design!)
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---
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## Documentation Generated
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1. ✅ `APPELLATION_REFACTORING_PHASE2_20251122.md` - Complete Phase 2 technical documentation
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2. ✅ `SESSION_COMPLETE_20251122_APPELLATION_PHASE2.md` - This summary
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---
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## Next Actions (TODO)
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### Critical for v0.2.0 Release
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- [ ] Create data migration script (`scripts/migrate_appellations_phase2.py`)
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- [ ] Update README.md with new architecture diagrams
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- [ ] Update SCHEMA_MODULES.md with alternative_names/variant_of_name documentation
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- [ ] Create unit tests for new relationships
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### Future Enhancements
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- [ ] Add language-tagged appellations (`@lang` support)
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- [ ] Track appellation provenance (source, temporal validity)
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- [ ] Authority control integration (VIAF, ISNI)
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---
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## Related Sessions
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| Session | Date | Focus | Status |
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|---------|------|-------|--------|
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| Legal Entity Refactoring | 2025-11-22 AM | Add comprehensive legal entity model | ✅ Complete |
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| Phase 1: Appellation/Identifier | 2025-11-22 AM | Connect orphaned classes to Custodian | ✅ Complete |
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| **Phase 2: SKOS Alignment** | **2025-11-22 PM** | **Move appellations to CustodianName** | **✅ Complete** |
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---
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## Session Handoff
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**Current State**: Schema is validated and RDF outputs generated. Ready for data migration.
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**For Next Agent**:
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1. **If continuing refactoring**: Review `APPELLATION_REFACTORING_PHASE2_20251122.md` for complete technical details
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2. **If creating migration script**: Convert `Custodian.appellations` → `CustodianName.alternative_names`
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3. **If updating docs**: Use generated ER diagram to update architecture visualizations
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**Key Files**:
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- Main schema: `schemas/20251121/linkml/01_custodian_name_modular.yaml`
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- Phase 2 docs: `APPELLATION_REFACTORING_PHASE2_20251122.md`
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- Phase 1 docs: `APPELLATION_IDENTIFIER_REFACTORING_20251122.md`
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---
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**Session End Time**: 2025-11-22, 18:12 UTC
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**Total Duration**: ~45 minutes
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**Files Modified**: 7 (6 schema + 1 main)
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**Files Generated**: 5 (4 RDF + 1 UML)
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**Status**: ✅ READY FOR NEXT PHASE
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