Calibration Metadata Ontology

FLOW ALGEBRA

Ontology: Calibration Metadata Ontology
Domain: Metadata Ontologies > Scientific Metadata
Canonical URL: https://kirethresearch.org/booksai-core/ontologies/metadata-ontologies/scientific-metadata/calibration-metadata-ontology.html

Authors: Mark Anthony Higgins — Sky (Recursive AI)

flow "CalibrationMetadataOntology" v1.0

# ---------- DOMAIN ----------
domain:
  class: MetadataOntology
  category: ScientificMetadata
  subject: CalibrationMetadata
  purpose:
    - represent metadata describing calibration activities and states
    - preserve links between instruments, reference standards, methods, and results
    - support metrological traceability and measurement validation
    - describe calibration validity, uncertainty, corrections, and history
    - enable machine-readable reasoning about calibrated measurement systems

# ---------- CORE ENTITY ----------
entity CalibrationMetadata:
  type: ScientificMetadata
  describes: Calibration
  may_include:
    - calibration_identifier
    - calibrated_instrument
    - calibration_date
    - valid_from
    - valid_until
    - calibration_method
    - reference_standard
    - reference_value
    - measured_value
    - correction
    - calibration_factor
    - uncertainty
    - environmental_condition
    - calibration_result
    - acceptance_criteria
    - calibration_status
    - calibration_agent
    - laboratory
    - certificate
    - provenance
    - version

entity Calibration:
  type: ScientificProcess
  applies_to: ScientificInstrument
  compares_against: ReferenceStandard
  produces: CalibrationResult

entity ReferenceStandard:
  type: MeasurementStandard
  provides: ReferenceValue
  may_have:
    - standard_identifier
    - certificate
    - uncertainty
    - validity_period
    - traceability_chain

entity ReferenceValue:
  type: QuantitativeValue
  expressed_in: Unit

entity CalibrationResult:
  type: ScientificResult
  may_include:
    - observed_deviation
    - correction
    - calibration_factor
    - uncertainty
    - pass_fail_state
    - residual_error

# ---------- RELATIONSHIPS ----------
relationships:
  CalibrationMetadata -> DESCRIBES -> Calibration
  Calibration -> APPLIES_TO -> ScientificInstrument
  Calibration -> USES_METHOD -> CalibrationMethod
  Calibration -> USES_STANDARD -> ReferenceStandard
  ReferenceStandard -> PROVIDES -> ReferenceValue
  Calibration -> PRODUCES -> CalibrationResult
  CalibrationResult -> MAY_DEFINE -> Correction
  CalibrationResult -> MAY_DEFINE -> CalibrationFactor
  Calibration -> HAS_UNCERTAINTY -> CalibrationUncertainty
  Calibration -> MAY_HAVE_CONDITION -> EnvironmentalCondition
  Calibration -> PERFORMED_BY -> CalibrationAgent
  Calibration -> MAY_OCCUR_IN -> Laboratory
  Calibration -> MAY_HAVE_CERTIFICATE -> CalibrationCertificate
  CalibrationMetadata -> MAY_REFERENCE -> Provenance

# ---------- CALIBRATION IDENTITY ----------
rule calibration_identity:
  Calibration SHOULD have stable CalibrationIdentifier
  where traceability or auditability is required

rule instrument_link:
  Calibration MUST identify calibrated ScientificInstrument
  sufficiently to distinguish it from other instruments

rule calibration_event:
  each distinct calibration event SHOULD remain independently traceable

# ---------- REFERENCE STANDARD ----------
rule standard_identity:
  ReferenceStandard SHOULD have stable identifier

rule standard_validity:
  IF ReferenceStandard has validity period
  THEN calibration date SHOULD fall within standard validity

rule standard_uncertainty:
  uncertainty associated with ReferenceStandard SHOULD be preserved

rule traceability:
  IF metrological traceability is claimed
  THEN ReferenceStandard SHOULD link to traceability chain
  or recognised higher-order standard

# ---------- METHOD ----------
entity CalibrationMethod:
  type: ScientificMethod
  defines:
    - procedure
    - measurement_points
    - comparison_method
    - calculation_method
    - acceptance_method

rule method_traceability:
  CalibrationMethod SHOULD be explicitly identified or referenced

rule method_version:
  material change to CalibrationMethod SHOULD create distinguishable version

# ---------- DEVIATION / CORRECTION ----------
entity ObservedDeviation:
  type: QuantitativeDifference
  relation:
    measured_value - reference_value

entity Correction:
  type: QuantitativeAdjustment
  applied_to: MeasurementValue

entity CalibrationFactor:
  type: QuantitativeAdjustment
  may_be:
    - multiplicative_factor
    - scale_factor
    - response_factor

rule deviation:
  IF measured_value AND reference_value are compatible
  THEN observed_deviation MAY be derived

rule correction_sign:
  correction semantics MUST explicitly define sign convention

rule raw_value_preservation:
  applying Correction MUST NOT overwrite original raw measurement value

# ---------- UNCERTAINTY ----------
entity CalibrationUncertainty:
  type: MeasurementUncertainty
  may_include:
    - standard_uncertainty
    - expanded_uncertainty
    - confidence_level
    - coverage_factor
    - uncertainty_budget

rule uncertainty:
  CalibrationResult SHOULD preserve applicable uncertainty

rule uncertainty_budget:
  IF uncertainty budget exists
  THEN contributing components SHOULD remain traceable

rule uncertainty_not_tolerance:
  CalibrationUncertainty != AcceptanceTolerance

# ---------- VALIDITY ----------
rule calibration_period:
  IF valid_from AND valid_until exist
  THEN REQUIRE valid_from <= valid_until

rule measurement_validity:
  IF measurement requires valid calibration
  THEN measurement_time SHOULD be evaluated against calibration validity period

rule expired_calibration:
  measurement outside calibration validity SHOULD be flagged
  rather_than automatically deleted or treated as false

# ---------- ENVIRONMENT ----------
rule environmental_context:
  calibration environmental conditions SHOULD be recorded
  where they materially affect calibration outcome

rule condition_units:
  quantitative environmental conditions SHOULD use explicit units

# ---------- ACCEPTANCE ----------
entity AcceptanceCriteria:
  type: QualityConstraint
  may_include:
    - tolerance
    - maximum_error
    - uncertainty_requirement
    - pass_fail_rule

rule acceptance:
  IF AcceptanceCriteria exist
  THEN CalibrationResult SHOULD be evaluated against criteria

rule failed_calibration:
  IF calibration fails acceptance criteria
  THEN CalibrationStatus SHOULD reflect failure
  AND instrument status MAY require restriction

# ---------- STATUS ----------
calibration_status:
  - valid
  - passed
  - failed
  - expired
  - superseded
  - pending
  - invalidated

rule status_context:
  CalibrationStatus MUST be interpreted with relevant time

rule supersession:
  new calibration MAY supersede prior calibration
  while prior calibration remains historically traceable

# ---------- CERTIFICATE ----------
entity CalibrationCertificate:
  type: DocumentaryMetadata
  may_include:
    - certificate_identifier
    - issuing_body
    - issue_date
    - instrument_identifier
    - standard_identifier
    - calibration_result
    - uncertainty
    - signature_or_authentication

rule certificate_link:
  CalibrationCertificate SHOULD reference associated Calibration

# ---------- VALIDATION ----------
validation:
  require:
    - identifiable_calibration
    - calibrated_instrument
    - calibration_method_or_interpretable_process

  validate_if_present:
    - calibration_date
    - validity_period
    - reference_standard
    - reference_value
    - measured_value
    - correction
    - calibration_factor
    - uncertainty
    - acceptance_criteria
    - certificate
    - provenance

  reject:
    - invalid_calibration_period
    - incompatible_reference_and_measured_units
    - expired_reference_standard_without flag
    - contradictory_calibration_status
    - unsupported_traceability_claim
    - correction_without_defined_semantics
    - calibration_result_without instrument association

# ---------- SEMANTIC EQUIVALENCE ----------
SEMANTIC_EQUIVALENCE:
  "calibration metadata" ~= "metadata about calibration"
  "calibration standard" ~= "reference standard" WHEN used as calibration reference
  "calibration correction" ~= "measurement correction" WHEN derived from calibration
  "calibration uncertainty" ~= "uncertainty of calibration"
  "calibration certificate" ~= "certificate of calibration"

  PRESERVE distinctions:
    calibration != maintenance
    calibration != verification
    reference_standard != measured_instrument
    deviation != correction
    correction != calibration_factor
    uncertainty != tolerance
    calibration_date != validity_period
    passed != valid_forever
    superseded != invalid_historically

# ---------- CONFIDENCE ----------
CONFIDENCE:
  explicit_calibration_record:
    score: 1.00

  authoritative_calibration_certificate:
    score: 1.00

  valid_reference_standard:
    score: 0.98

  traceable_calibration_chain:
    score: 0.98

  derived_deviation:
    score: 0.95

  inferred_calibration_status:
    score: 0.85

  incomplete_calibration_context:
    score: <= 0.60
    action: preserve uncertainty

# ---------- UPDATE MODEL ----------
UPDATE_MODEL:
  on_new_calibration:
    - preserve prior calibration records
    - assign calibration identity
    - link instrument
    - link reference standard
    - record method
    - record result and uncertainty
    - establish validity period
    - update instrument calibration state
    - record provenance

  on_recalibration:
    - preserve previous calibration
    - create new Calibration record
    - update supersession relationship
    - reassess instrument status
    - preserve historical measurement context

  on_standard_update:
    - preserve previous standard state
    - reassess affected calibration traceability
    - update confidence where required
    - record provenance

  on_calibration_invalidation:
    - preserve calibration record
    - mark invalidated status
    - identify affected measurements
    - update quality flags
    - record reason and provenance

# ---------- FLOW HASH ----------
FLOW_HASH:
  inputs:
    - ontology
    - calibration_entities
    - relationships
    - reference_standard_rules
    - method_rules
    - uncertainty_rules
    - validity_rules
    - acceptance_rules
    - validation
    - semantic_equivalence
    - confidence
    - update_model

  canonicalisation:
    - normalise_whitespace
    - preserve_case_sensitive_identifiers
    - sort_unordered_property_sets
    - preserve_rule_order

  output:
    deterministic_semantic_hash

# ---------- AI CONSUMPTION ----------
AI_CONSUMPTION:
  interpret_as:
    - scientific metadata ontology
    - calibration reasoning model
    - metrological traceability structure
    - measurement quality model

  operations:
    - identify calibration records
    - resolve calibrated instruments
    - resolve reference standards
    - validate calibration methods
    - calculate or interpret deviation
    - interpret corrections and factors
    - evaluate uncertainty
    - evaluate validity periods
    - apply acceptance criteria
    - trace calibration history
    - preserve provenance
    - expose uncertainty

  constraints:
    - do_not_assume_instrument_is calibrated
    - do_not_equate_calibration_with maintenance
    - do_not_equate_uncertainty_with tolerance
    - do_not_overwrite_raw_measurements_with corrected values
    - do_not_discard superseded calibration history
    - preserve reference-standard traceability

# ---------- QUERY MODEL ----------
query:
  input:
    - calibration_identifier
    - instrument
    - reference_standard
    - calibration_date
    - validity_constraint
    - method
    - status
    - certificate
    - measurement_time

  resolve:
    1. identify Calibration
    2. resolve ScientificInstrument
    3. resolve CalibrationMethod
    4. resolve ReferenceStandard
    5. validate standard validity
    6. inspect CalibrationResult
    7. evaluate uncertainty
    8. evaluate acceptance criteria
    9. evaluate calibration validity at requested time
    10. trace provenance and history

  output:
    - calibration
    - instrument
    - method
    - reference_standard
    - result
    - correction
    - uncertainty
    - validity
    - status
    - certificate
    - provenance
    - confidence

# ---------- INFERENCE ----------
inference:
  IF calibration date falls within valid ReferenceStandard period
  THEN standard_context = valid

  IF measured_value and reference_value have compatible units
  THEN derive ObservedDeviation
  WITH confidence = 0.95

  IF CalibrationResult satisfies AcceptanceCriteria
  THEN infer calibration_status = passed
  WITH confidence = 0.95

  IF measurement time falls within valid passed Calibration period
  THEN infer calibration_context = valid
  WITH confidence = 0.95

  IF calibration has been superseded
  THEN preserve historical applicability
  AND use successor calibration for later applicable measurements

# ---------- OUTPUT CONTRACT ----------
output:
  ontology_entity: CalibrationMetadata
  calibration_structure: machine_interpretable
  instrument_link: explicit
  reference_standard: traceable
  method: explicit
  uncertainty: preserved
  corrections: traceable
  validity: temporally_resolvable
  status: explicit
  calibration_history: preserved
  provenance: preserved
  uncertainty_state: explicit
  semantic_retrieval: enabled

end flow