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213 Differentiate broker services and standardize (#214)
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* Differentiate broker services and standardize
the term "metadata broker":
- if "broker" only refer to metadata brokers, name it like that
- if "broker" means multiple types of brokers (app, service, metadata
- see 3.1.1. Roles in the IDS), name it "any broker",
"broker service providers" or similar
- if "data broker", name it "metadata broker"

Note: Caps have been ignored (metadata broker, Metadata Broker)

* Incorporated review by sebbader-sap

* Rename lowercase metadata broker to uppercase
Metadata Broker.
Ommitted metadata brokerage and metadata brokering
for uppercase
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tom-rm-meyer-ISST authored Jan 25, 2023
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Expand Up @@ -80,7 +80,7 @@ requirements:
is transferred to a trusted party. This approach requires a
comprehensive description of each data source and the value and
usability of data for other companies, combined with the ability to
integrate domain-specific data vocabularies. In addition, brokers in
integrate domain-specific data vocabularies. In addition, Metadata Brokers in
the ecosystem provide services for real-time data search.

- **Standardized interoperability**: The International Data Spaces
Expand All @@ -101,7 +101,7 @@ requirements:
of novel, data-driven services that make use of data apps. It also
fosters new business models for these services by providing clearing
mechanisms and billing functions, and by creating domain-specific
broker solutions and marketplaces. In addition, the International
metadata broker solutions and marketplaces. In addition, the International
Data Spaces provides templates and other methodological support for
participants to use when specifying usage restriction information
and requesting legal information.
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Expand Up @@ -6,7 +6,7 @@ data' , the IDS-RAM resides at a higher abstraction level than common
architecture models of concrete software solutions do. The document
provides an overview supplemented by dedicated architecture
specifications defining the individual components of the International
Data Spaces (Connector, Broker, App Store, etc.) in detail.
Data Spaces (Connector, Metadata Broker, App Store, etc.) in detail.

In compliance with common system architecture models and standards
(e.g., ISO 42010, 4+1 view model), the Reference Architecture Model uses
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Expand Up @@ -49,7 +49,7 @@ hash code ('fingerprint' of a piece of data) which can be used to verify
a larger file (e.g. a complex product design for which an order was
sent) being shared with the help of an IDS Connector. In terms of the
IDS-RAM, blockchain technology could be used for the Clearing House or
the Broker, for example (see Business Layer).
the Metadata Broker, for example (see Business Layer).

In general, the use of Blockchain technology can ensure data consistency
and transparency in combination with the general IDS approach for data
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Expand Up @@ -72,7 +72,7 @@ of IDS RAM scope". The table below shows the basic roles defined in the IDS.
| | **Create** | **Own** | **Certify / Verify** | **Publish** | **Provide** | **Consume | **Use** | **Delete** |
|-----------------|:---------------------:|:------------------:|:--------------------:|:-----------------------:|:----------------------:|:-------------------:|:-----------------------:|:-------------------:|
| **Connector** | Connector Creator | Connector Owner | Connector Certifier | Connector Publisher | Connector Provider | (Out of RAM scope) | Connector User | (Out of RAM scope) |
| **Data** | Data Creator | Data Owner | (Out of RAM scope) | Connector / Data Broker | Data Provider | Data Consumer | Data User | Data Eraser |
| **Data** | Data Creator | Data Owner | (Out of RAM scope) | Connector / Metadata Broker | Data Provider | Data Consumer | Data User | Data Eraser |
| **Vocabulary** | Vocabulary Creator | Vocabulary Owner | (Out of RAM scope) | Vocabulary Publisher | Vocabulary Provider | Vocabulary Consumer | Vocabulary User | (Out of RAM scope) |
| **Identity** | Identity Creator | Identity Owner | Identity Verificator | Identitiy Publisher | Identity Authenticator | (Out of RAM scope) | Identity User | Identity Eliminator |
| **App** | App Creator | App Owner | App Certifier | App Broker | App Provider | App Consumer | App User | App Deleter (?) |
Expand All @@ -96,7 +96,7 @@ more basic role. Their exact scope of comprised basic roles depends on
the individual business model of the participant as individual business
models (including pricing models) may be applied as deemed appropriate.
E.g. a data intermediary (see details below) operating a data hub may
store data as a trustee, act as a broker or do both -- depending on the
store data as a trustee, act as a Metadata Broker or do both -- depending on the
business model. Therefore, as the assignment of basic roles to a
business role may vary, the assignment is marked with the following
symbols:
Expand Down Expand Up @@ -151,7 +151,7 @@ Payment Model, including the model for reuse of data by third parties.

The **Data Provider** makes data technically available in the IDS for
being transmitted to a Data Customer on behalf of the Data Owner. To
submit metadata to a Broker, or exchange data with a Data Consumer, the
submit metadata to a Metadata Broker, or exchange data with a Data Consumer, the
Data Provider uses software components that are compliant with the
Reference Architecture Model of the International Data Spaces. Compliant
software is available from Software Developers and App Developers.
Expand Down Expand Up @@ -223,14 +223,14 @@ pushes data directly to the Data Consumer.
If the Data Customer searches for a type of data that is provided by
many suppliers, .e.g. weather data, the Data Consumer can search for
existing datasets by making an inquiry at a Data Intermediary that
assumes the basic role of a Data Broker (cf. according section below).
The Data Intermediary (Data Broker) then provides the required metadata
assumes the basic role of a Metadata Broker (cf. according section below).
The Data Intermediary (Metadata Broker) then provides the required metadata
for the Data Consumer to connect to a Data Provider.

Like a Data Provider, the Data Consumer may log the details of a
successful (or unsuccessful) data exchange transaction at a Clearing
House, use Apps to enrich, transform, etc. the data received, or use a
Data Broker to retrieve data sources.
Metadata Broker to retrieve data sources.

#### CATEGORY 2: INTERMEDIARY #####

Expand All @@ -251,7 +251,7 @@ providing metadata, and creating a business model around their services.
##### Data Intermediary #####

The Data Intermediary is a platform operator that assumes mainly the
data-related basic roles Data Provider/Data Consumer and Data Broker.
data-related basic roles Data Provider/Data Consumer and Metadata Broker.

Assuming the basic role of a **Data Provider** or **Data Consumer**, the
Data Intermediary is responsible for the execution of the data exchange
Expand All @@ -260,24 +260,24 @@ Consumer with data is, hence, the main activity of the Data Provider.

To facilitate a data request from a Data Consumer, the Data Intermediary
would provide a **Data Broker** with proper metadata about the data.
Acting as a Data Broker, the Data Intermediary stores and manages
Acting as a Metadata Broker, the Data Intermediary stores and manages
information about the data sources available in the International Data
Spaces. An organization offering data brokering in the International
Spaces. An organization offering metadata brokering in the International
Data Spaces may assume other intermediary basic roles at the same time
(e.g. Service Broker, Clearing House or Identity Authority, see below).
Assuming further basic roles consequently means additional tasks a
participant has to execute.

The activities of the Data Broker mainly focus on receiving and
providing metadata. The Data Broker must provide an interface for Data
The activities of the Metadata Broker mainly focus on receiving and
providing metadata. The Metadata Broker must provide an interface for Data
Creators to send their metadata. The metadata should be stored in an
internal repository for being queried by Data Consumers in a structured
manner. While the core of the metadata model must be specified by the
International Data Spaces (i.e. by the Information Model, see
[Information Layer](../3_3_Information_Layer/3_3_InformationLayer.md)), a Metadata Broker may extend the metadata model to manage additional
metadata elements.

After the Data Broker has provided the Data Consumer with the metadata
After the Metadata Broker has provided the Data Consumer with the metadata
about a certain Data Provider, it is not involved in the subsequent data
exchange process.

Expand Down Expand Up @@ -310,7 +310,7 @@ then operates the service on behalf of the owner.
To allow other participants in the IDS to retrieve available services,
Service Intermediaries may also assume the role of the **Service
Broker**. The Service Broker provides metadata on present services in
the IDS analogously to the Data Broker.
the IDS analogously to the Metadata Broker.

##### APP STORE #####

Expand All @@ -325,7 +325,7 @@ by the App Creator that can, but does not have to be identical to the
App Owner (cf. Data Owner/Creator above).

The App Store is first responsible for managing information about apps.
This is the **Data Broker** role. The App Store should provide
This is the **Metadata Broker** role. The App Store should provide
interfaces for publishing and retrieving apps plus corresponding
metadata. In most cases, the App Store will, secondly, also assume the
basic role of the **App Provider** as it is common for mobile phone app
Expand Down Expand Up @@ -399,7 +399,7 @@ vocabulary to describe the vocabulary repository.
The Clearing House is an intermediary that provides clearing and
settlement services for all financial and data exchange transactions. In
the International Data Spaces, clearing activities are separated from
broker services, since these activities are technically different from
any broker services, since these activities are technically different from
maintaining a metadata repository. As already stated above, it might
still be possible that the role Clearing House and other intermediary
roles are assumed by the same organization, as both roles require acting
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Expand Up @@ -26,13 +26,13 @@ Model.
The table below gives an overview of possible (mandatory are marked with X
or optional marked with (X)) interactions taking place in the IDS.

| | Data Owner | Data Provider | Data Consumer | Data User | Broker | Clearing House | Identity Provider | Service Provider | App Provider | App Store | Vocabulary Provider | Certification Body | Evaluation Facility |
| | Data Owner | Data Provider | Data Consumer | Data User | Metadata Broker | Clearing House | Identity Provider | Service Provider | App Provider | App Store | Vocabulary Provider | Certification Body | Evaluation Facility |
|------------------------- |:----------: |:-------------: |:-------------: |:---------: |:------: |:--------------: |:-----------------: |:----------------: |:------------: |:---------: |:------------------: |:------------------: |:--------------------: |
| **Data Owner** | - | X | - | - | - | (X) | - | (X) | (X) | (X) | (X) | - | (X) |
| **Data Provider** | X | - | X | - | X | (X) | X | (X) | (X) | (X) | (X) | - | X |
| **Data Consumer** | - | X | - | X | (X) | (X) | X | (X) | (X) | (X) | (X) | - | X |
| **Data User** | - | - | X | - | - | (X) | - | (X) | (X) | (X) | (X) | - | (X) |
| **Broker** | - | (X) | (X) | - | - | - | X | (X) | - | - | ? | - | X |
| **Metadata Broker** | - | (X) | (X) | - | - | - | X | (X) | - | - | ? | - | X |
| **Clearing House** | (X) | (X) | (X) | (X) | - | - | X | (X) | (X) | (X) | (X) | - | X |
| **Identity Provider** | - | X | X | - | X | X | Federation | - | (X)? | (X)? | - | - | X |
| **Service Provider** | (X) | (X) | (X) | (X) | (X) | (X) | - | - | (X) | (X) | (X) | - | X |
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Expand Up @@ -82,7 +82,7 @@ is given in the [Security Perspective](../../4_Perspectives_of_the_Reference_Arc

#### Trustworthy Communication & Security by Design ####

Connectors, App Stores, and Brokers can check if the Connector of the
Connectors, App Stores, and any Metadata Broker can check if the Connector of the
connecting party is running a trusted (i.e. certified) software stack.
Any communication between (external) Connectors can be encrypted and
integrity protected. Each Data Owner and Data Provider must be able to
Expand Down Expand Up @@ -111,7 +111,7 @@ the International Data Spaces is described on the Information Layer (see
[section 3.3](../3_3_Information_Layer/3_3_InformationLayer.md)).

The Ecosystem of Data group comprises three major aspects: data
source description, brokering, and vocabularies.
source description, metadata brokering, and vocabularies.

#### Data Source Description ####

Expand All @@ -124,15 +124,15 @@ the pricing model, and the usage policies regarding certain data. More
information about data source description is given in the
[Information Layer](../3_3_Information_Layer/3_3_InformationLayer.md).

#### Brokering ####
#### Metadata Brokering ####

The operator of a Connector must be able to provide an interface for
data and metadata access. Each Connector must be able to transmit
metadata of its data sources to one or more brokers. Each participant
metadata of its data sources to one or more Metadata Brokers. Each participant
must be able to browse and search metadata in the metadata repository,
provided the participant has the right to access the metadata.
Furthermore, each participant must be able to browse the list of
participants registered at a broker. More information about brokering is
participants registered at a Metadata Broker. More information about metadata brokering is
given in the [Process Layer](../3_4_Process_Layer/3_4_Process_Layer.md).

#### Vocabularies ####
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Expand Up @@ -26,7 +26,7 @@

[3.2.3.1 Data Source Description](./3_2_FunctionalLayer.md#data-source-description)

[3.2.3.2](./3_2_FunctionalLayer.md#brokering)
[3.2.3.2](./3_2_FunctionalLayer.md#metadata-brokering)

[3.2.3.3 Vocabularies](./3_2_FunctionalLayer.md#vocabularies)

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Expand Up @@ -72,7 +72,7 @@ specification of concepts envisaged by the Conceptual Representation,
residing at the persistent namespace URI <https://w3id.org/idsa/core/> according to best practices for publishing linked data[^bp-ld].
Furthermore, it details and formally defines entities of the
International Data Spaces in order to be able to share, search for, and
reason upon the structured metadata describing these entities. The IDS Vocabulary is defined using RDF Schema[^rdfs] and the OWL Web Ontology Language[^owl]; additionally, descriptions of Digital Resources can be validated against SHACL shapes[^shacl] that express syntactic and semantic conditions. Queries against, e.g., Data Resources listed in the Data Catalogue of a Connector or Broker, or against Software Resources available from an App Store, can be formulated in query languages such as SPARQL[^sparql]. Thus, the
reason upon the structured metadata describing these entities. The IDS Vocabulary is defined using RDF Schema[^rdfs] and the OWL Web Ontology Language[^owl]; additionally, descriptions of Digital Resources can be validated against SHACL shapes[^shacl] that express syntactic and semantic conditions. Queries against, e.g., Data Resources listed in the Data Catalogue of a Connector or Metadata Broker, or against Software Resources available from an App Store, can be formulated in query languages such as SPARQL[^sparql]. Thus, the
Declarative Representation comprises a complete referential model allowing the derivation of a
number of Programmatic Representations. The IDS Vocabulary is typically
used and instantiated by knowledge engineers, ontology experts, or
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Expand Up @@ -16,7 +16,7 @@ In the IDS, each connector instance possesses it's own identity. Each connector

The IDS Certification is explained in [Section 4.2](../4_2_Certification_Perspective/4_2_Certification_Perspective.md#certification-perspective). It is always conducted for a blueprint of the entire stack consisting of platform and Connector Core Services. Each such certified blueprint can be instantiated multiple times.

The IDS Connector identity serves to uniquely identify one such instance of the Connector Core Services with their IDS Apps on qualified platforms. The identity concept is equally used for other technical components such as Broker, DAPS, ... in the IDS which have their own Core Services (represented by one or multiple containers) running on a comparable platform.
The IDS Connector identity serves to uniquely identify one such instance of the Connector Core Services with their IDS Apps on qualified platforms. The identity concept is equally used for other technical components such as Broker Services, DAPS, ... in the IDS which have their own Core Services (represented by one or multiple containers) running on a comparable platform.

One component always is characterized by the combination of platform and service instances. As an example, this Connector instance is running several data apps. The identity is comprised of the platform, the Connector Core Services and the deployed Data Apps.

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