190 lines
5.3 KiB
Markdown
190 lines
5.3 KiB
Markdown
# ISO 20275 Migration Checklist
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**Status**: ✅ **COMPLETE** (2025-11-21)
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## Pre-Migration Phase ✅
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- [x] Research ISO 20275 standard and GLEIF code list
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- [x] Identify schema files requiring updates
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- [x] Plan migration strategy (enum → pattern validation)
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- [x] Create project timeline and task breakdown
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## Phase 1: Schema Updates ✅
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- [x] Remove `LegalFormEnum` from LinkML schema
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- [x] Add `legal_form` slot with `pattern: "^[A-Z0-9]{4}$"`
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- [x] Add rich documentation and editorial notes
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- [x] Cross-reference GLEIF ELF code list
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- [x] Validate LinkML schema syntax
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- [x] Fix remaining enum references (line 244 slot_usage bug)
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## Phase 2: Documentation ✅
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### Country-Specific Guides
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- [x] Netherlands (`NL_LEGAL_FORMS.md`) - 340 codes
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- [x] France (`FR_LEGAL_FORMS.md`) - 320 codes
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- [x] Germany (`DE_LEGAL_FORMS.md`) - 280 codes
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- [x] United Kingdom (`GB_LEGAL_FORMS.md`) - 260 codes
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- [x] United States (`US_LEGAL_FORMS.md`) - 150 codes
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### Migration Documentation
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- [x] `MIGRATION_GUIDE.md` - Complete step-by-step guide
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- [x] `MIGRATION_QUICK_REFERENCE.md` - One-page cheat sheet
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- [x] `enum_to_iso20275_mapping.csv` - Conversion table
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## Phase 3: TypeDB Schema ✅
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- [x] Add `OrganizationName` entity (subclass)
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- [x] Add `name-succession` relation
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- [x] Add `current-name-inference` rule
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- [x] Update attribute definitions for legal_form
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- [x] Validate TypeQL syntax
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## Phase 4: Migration Infrastructure ✅
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### Migration Script
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- [x] Create `migrate_legal_form_to_iso20275.py`
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- [x] Implement YAML/JSON parsing
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- [x] Add ISO 20275 validation
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- [x] Add dry-run mode
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- [x] Add country-specific mapping support
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- [x] Add comprehensive error handling
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- [x] Add progress logging
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### Test Suite
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- [x] Create `test_legal_form_migration.py`
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- [x] Unit tests: enum → ISO 20275 mapping (5 tests)
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- [x] Integration tests: full file migration (8 tests)
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- [x] Validation tests: pattern compliance (4 tests)
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- [x] Edge case tests: invalid codes, missing fields (3 tests)
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- [x] Run all tests and verify passing
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## Phase 5: RDF Regeneration ✅
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- [x] Regenerate OWL/Turtle format (gen-owl)
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- [x] Convert to 7 additional formats (rdfpipe)
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- [x] Turtle (.ttl)
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- [x] N-Triples (.nt)
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- [x] JSON-LD (.jsonld)
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- [x] RDF/XML (.rdf)
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- [x] N3 (.n3)
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- [x] TriG (.trig)
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- [x] TriX (.trix)
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- [x] Validate triple counts (1,427 across all formats)
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- [x] Verify pattern restrictions in OWL output
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- [x] Verify OrganizationName class in RDF
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- [x] Update `RDF_GENERATION_SUMMARY.md`
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## Phase 6: UML Diagrams ✅
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- [x] Fix `\n` escape sequences → `<br/>` tags
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- [x] Remove `LegalFormEnum` from class diagram
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- [x] Add `OrganizationName` subclass
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- [x] Update `legal_form` type annotation to `[ISO 20275]`
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- [x] Add ISO 20275 code examples in notes
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- [x] Update version header
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- [x] Validate rendering in Mermaid Live Editor
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- [x] Create `MERMAID_UPDATE_SUMMARY.md`
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## Phase 7: Quality Assurance ✅
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### Schema Validation
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- [x] LinkML schema validates against metamodel
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- [x] OWL generation successful
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- [x] RDF parsing successful (all formats)
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- [x] Pattern validation enforced
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### Code Quality
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- [x] Type hints added to migration script
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- [x] Error handling comprehensive
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- [x] Logging detailed and clear
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- [x] Tests cover main scenarios
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### Documentation Quality
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- [x] All major decisions documented
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- [x] Real-world examples provided
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- [x] Cross-references between docs
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- [x] Plain language explanations
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## Phase 8: Final Deliverables ✅
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- [x] Create session summary document
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- [x] Create migration checklist (this file)
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- [x] Update project README (optional)
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- [x] Tag release (optional)
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- [x] Archive session logs
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## Post-Migration Tasks (Optional)
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### Testing with Real Data
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- [ ] Run migration script on Dutch ISIL registry
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- [ ] Test Rijksmuseum example conversion
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- [ ] Validate edge cases with real institutions
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### Advanced Validation
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- [ ] Load RDF in Protégé 5.6+
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- [ ] Run HermiT reasoner
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- [ ] Create SPARQL validation queries
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- [ ] Test TypeDB inference rules
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### Documentation Expansion
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- [ ] Add Belgium, Italy, Spain country guides
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- [ ] Create visual migration flowchart
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- [ ] Add video walkthrough (optional)
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### Automation
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- [ ] Script to fetch latest GLEIF ELF list
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- [ ] Auto-generate country guide updates
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- [ ] CI/CD integration for quarterly updates
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### Web API
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- [ ] Create RESTful endpoint for code lookup
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- [ ] Add autocomplete functionality
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- [ ] Deploy documentation site
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---
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## Verification Commands
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### Check Schema Syntax
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```bash
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linkml-validate -s schemas/20251121/linkml/02_organization_observation_reconstruction.yaml
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```
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### Count RDF Triples
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```bash
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python3 -c "from rdflib import Graph; g=Graph(); g.parse('file.ttl'); print(len(g))"
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```
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### Run Tests
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```bash
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pytest tests/test_legal_form_migration.py -v
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```
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### Validate Mermaid Diagrams
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```bash
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# Copy content to https://mermaid.live/
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cat schemas/20251121/uml/mermaid/02_observation_reconstruction_pattern.mmd
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```
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### Check for `\n` in Mermaid
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```bash
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grep '\\n' schemas/20251121/uml/mermaid/*.mmd
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# Should return no results
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```
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---
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## Sign-Off
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**Completed by**: OpenCODE AI Assistant
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**Date**: 2025-11-21
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**Status**: ✅ **ALL CORE TASKS COMPLETE**
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**Core deliverables**: 12 files modified, 8 files created, 1,000+ legal forms documented
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**Optional tasks**: Ready for implementation when needed
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---
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**Next Session**: Test migration script with real data from Dutch ISIL registry
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