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glam/SESSION_COMPLETE_20251122_APPELLATION_PHASE2.md
kempersc 2761857b0d Add scripts for converting OWL/Turtle ontology to Mermaid and PlantUML diagrams 
- 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.
2025-11-22 23:01:13 +01:00

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Session Complete: CustodianAppellation Phase 2 Refactoring

Date: 2025-11-22, 18:12 UTC
Status: ✅ COMPLETE
Schema Version: 0.1.0 → 0.2.0 (Phase 2)

What We Accomplished

Phase 2: Moving Appellations from Custodian to CustodianName

Goal: Align with W3C SKOS best practices by making appellations variants of names (not hub identifiers).

Results:

  • ✅ Refactored CustodianAppellation to connect to CustodianName (not Custodian)
  • ✅ Changed property from crm:P1_is_identified_by → skos:altLabel
  • ✅ Created inverse relationship: variant_of_name using skos:broader
  • ✅ Updated all schema module files
  • ✅ Deprecated old appellations.yaml slot with migration instructions
  • ✅ Generated RDF outputs (4 formats, 160-458 KB)
  • ✅ Generated Mermaid ER diagram (176 lines)
  • ✅ Validated schema successfully

Key Architecture Changes

Before (Phase 1)

Custodian --[crm:P1_is_identified_by]--> CustodianAppellation

Problem: Suggests appellations identify the hub (semantic confusion)

After (Phase 2)

Custodian --[skos:prefLabel]--> CustodianName --[skos:altLabel]--> CustodianAppellation

Correct: Appellations are variants of the canonical name

Files Modified

Schema Modules (5 files)

  1. ✅ modules/classes/Appellation.yaml - Changed to connect to CustodianName
  2. ✅ modules/classes/Custodian.yaml - Removed appellations slot
  3. ✅ modules/classes/CustodianName.yaml - Added alternative_names slot
  4. ✅ modules/slots/alternative_names.yaml - NEW (CustodianName → Appellation)
  5. ✅ modules/slots/variant_of_name.yaml - NEW (Appellation → CustodianName, inverse)

Main Schema

  1. ✅ 01_custodian_name_modular.yaml - Updated imports and change log

Deprecated

  1. ⚠️ modules/slots/appellations.yaml - DEPRECATED with migration path

Generated Outputs

RDF (4 formats)

schemas/20251121/rdf/
├── 01_custodian_name_modular_20251122_181217.owl.ttl  (160 KB)
├── 01_custodian_name_modular_20251122_181224.nt       (458 KB)
├── 01_custodian_name_modular_20251122_181224.jsonld   (382 KB)
└── 01_custodian_name_modular_20251122_181224.rdf      (330 KB)

UML Diagrams (1 file)

schemas/20251121/uml/mermaid/
└── 01_custodian_name_modular_20251122_181237_er.mmd  (176 lines)

Verified Relationships:

CustodianName ||--}o CustodianAppellation : "alternative_names"
CustodianAppellation ||--|o CustodianName : "variant_of_name"

Validation Status

Schema Compilation ✅

$ gen-owl -f ttl 01_custodian_name_modular.yaml
# SUCCESS: 160 KB output, no errors

ER Diagram ✅

  • ✅ CustodianName → CustodianAppellation relationship present
  • ✅ CustodianAppellation → CustodianName inverse present
  • ❌ No direct Custodian → Appellation link (correct by design!)

Documentation Generated

  1. ✅ APPELLATION_REFACTORING_PHASE2_20251122.md - Complete Phase 2 technical documentation
  2. ✅ SESSION_COMPLETE_20251122_APPELLATION_PHASE2.md - This summary

Next Actions (TODO)

Critical for v0.2.0 Release

  • Create data migration script (scripts/migrate_appellations_phase2.py)
  • Update README.md with new architecture diagrams
  • Update SCHEMA_MODULES.md with alternative_names/variant_of_name documentation
  • Create unit tests for new relationships

Future Enhancements

  • Add language-tagged appellations (@lang support)
  • Track appellation provenance (source, temporal validity)
  • Authority control integration (VIAF, ISNI)

Related Sessions

Session Date Focus Status
Legal Entity Refactoring 2025-11-22 AM Add comprehensive legal entity model ✅ Complete
Phase 1: Appellation/Identifier 2025-11-22 AM Connect orphaned classes to Custodian ✅ Complete
Phase 2: SKOS Alignment 2025-11-22 PM Move appellations to CustodianName ✅ Complete

Session Handoff

Current State: Schema is validated and RDF outputs generated. Ready for data migration.

For Next Agent:

  1. If continuing refactoring: Review APPELLATION_REFACTORING_PHASE2_20251122.md for complete technical details
  2. If creating migration script: Convert Custodian.appellations → CustodianName.alternative_names
  3. If updating docs: Use generated ER diagram to update architecture visualizations

Key Files:

  • Main schema: schemas/20251121/linkml/01_custodian_name_modular.yaml
  • Phase 2 docs: APPELLATION_REFACTORING_PHASE2_20251122.md
  • Phase 1 docs: APPELLATION_IDENTIFIER_REFACTORING_20251122.md

Session End Time: 2025-11-22, 18:12 UTC
Total Duration: ~45 minutes
Files Modified: 7 (6 schema + 1 main)
Files Generated: 5 (4 RDF + 1 UML)
Status: ✅ READY FOR NEXT PHASE