Zachmanフレームワーク

Zachmanフレームワークはエンタープライズ分野向けのオントロジーであり、事業体を形式的・構造的な形で捉え、定義するためのエンタープライズアーキテクチャフレームワークである。オントロジーは2次元の分類スキーマになっており、昔から用いられている2つの分類法の組合せで作られている。1つ目の軸は基本的な疑問文で、2つ目の軸は哲学上の概念であり抽象的な概念の具体化を意味する具象化をもとに作られている。

Zachmanフレームワークは、記述の対象となる情報の収集・管理・使用について特定の手法や手順に依ったものではなく、方法論ではない。Zachmanフレームワークはむしろ、アーキテクチャ上の成果物を整理するための分類体系であり、成果物のターゲットとなる人と解決すべき特定の課題の双方を考慮したものと言える。

Zachmanフレームワークという名前は、1980年代にIBMでこの概念を最初に開発したJohn Zachmanにちなんで命名されたものである。開発された後、数回の改訂がされている。

1. 概要
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本記事のタイトルである"Zachmanフレームワーク"は、2021年時点でThe Zachman Framework for Enterprise Architectureの最新版であるバージョン3.0のことを指している。Zachmanフレームワークは、30年間におよぶ歴史の中で以下のように発展してきた。

最初期のフレームワーク。"A Framework for Information Systems Architecture"という名前で、1987年にJohn ZachmanがIBM Systems journalで発表したもの。
1987年の版を、1990年代に拡張して//The Zachman Framework for Enterprise Architecture//と改称したもの。
その後のZachmanフレームワークで、Zachman Internationalから業界標準として提示されているもの。 In other sources the Zachman Framework is introduced as a framework, originated by and named after John Zachman, represented in numerous ways, see image. This framework is explained as, for example:

a framework to organize and analyze data,
a framework for enterprise architecture.
a classification system, or classification scheme
a matrix, often in a 6x6 matrix format
a two-dimensional model or an analytic model.
a two-dimensional schema, used to organize the detailed representations of the enterprise.Beside the frameworks developed by John Zachman numerous extensions and or applications have been developed, which are also sometimes called Zachman Frameworks.

The Zachman Framework summarizes a collection of perspectives involved in enterprise architecture. These perspectives are represented in a two-dimensional matrix that defines along the rows the type of stakeholders and with the columns the aspects of the architecture. The framework does not define a methodology for an architecture. Rather, the matrix is a template that must be filled in by the goals/rules, processes, material, roles, locations, and events specifically required by the organization. Further modeling by mapping between columns in the framework identifies gaps in the documented state of the organization.

The framework is a simple and logical structure for classifying and organizing the descriptive representations of an enterprise. It is significant to both the management of the enterprise, and the actors involved in the development of enterprise systems. While there is not order of priority for the columns of the Framework, the top-down order of the rows is significant to the alignment of business concepts and the actual physical enterprise. The level of detail in the Framework is a function of each cell . When done by IT the lower level of focus is on information technology, however it can apply equally to physical material  and the associated physical processes, roles, locations etc. related to those items.

2. 歴史
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In the 1980s John Zachman had been involved at IBM in the development of Business System Planning , a method for analyzing, defining and designing an information architecture of organizations. In 1982 Zachman had already concluded that these analyses could reach far beyond automating systems design and managing data into the realms of strategic business planning and management science in general. It may be employed in the  areas of enterprise architecture, data-driven systems design, data classification criteria, and more.

2.1. 情報システム仕組フレームワーク
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In the 1987 article "A Framework for Information Systems Architecture" Zachman noted that the term "architecture" was used loosely by information systems professionals, and meant different things to planners, designers, programmers, communication specialists, and others. In searching for an objective, independent basis upon which to develop a framework for information systems architecture, Zachman looked at the field of classical architecture, and a variety of complex engineering projects in industry. He saw a similar approach and concluded that architectures exist on many levels and involves at least three perspectives: raw material or data, function of processes, and location or networks.

The Information Systems Architecture is designed to be a classification schema for organizing architecture models. It provides a synoptic view of the models needed for enterprise architecture. Information Systems Architecture does not define in detail what the models should contain, it does not enforce the modeling language used for each model, and it does not propose a method for creating these models.

2.2. 拡張と形式化
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In the 1992 article "Extending and Formalizing the Framework for Information Systems Architecture" John F. Sowa and John Zachman present the framework and its recent extensions and show how it can be formalized in the notation of conceptual graphs. Also in 1992:

Later during the 1990s

Methodologists like Clive Finkelstein refocused on the top two framework rows which he labeled Enterprise Engineering and has one of the most successful methods for converging the business needs with information engineering implementation, and determining a logical build sequence of the pieces.

2.3. エンタープライズアーキテクチャフレームワーク
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In the 1997 paper "Concepts of the Framework for Enterprise Architecture" Zachman explained that the framework should be referred to as a "Framework for Enterprise Architecture", and should have from the beginning. In the early 1980s however, according to Zachman, there was "little interest in the idea of Enterprise Reengineering or Enterprise Modeling and the use of formalisms and models was generally limited to some aspects of application development within the Information Systems community".

In 2008 Zachman Enterprise introduced the Zachman Framework: The Official Concise Definition as a new Zachman Framework standard.

2.4. 拡張され、変更されたフレームワーク
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Since the 1990s several extended frameworks have been proposed, such as:

Matthew & McGee  extended the three initial perspectives "what", "how" and "where", to event , reason  and organization .
Evernden  presented an alternative Information FrameWork.
The Integrated Architecture Framework developed by Capgemini since 1996.
Vladan Jovanovic et all  presents a Zachman Cube, an extended of the Zachman Framework into a multidimensional Zachman’s Cube.

3. Zachmanフレームワークのトピックス
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3.1. 概念
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The basic idea behind the Zachman Framework is that the same complex thing or item can be described for different purposes in different ways using different types of descriptions . The Zachman Framework provides the thirty-six necessary categories for completely describing anything; especially complex things like manufactured goods , constructed structures , and enterprises . The framework provides six increasingly detailed views or levels of abstraction from six different perspectives.

It allows different people to look at the same thing from different perspectives. This creates a holistic view of the environment, an important capability illustrated in the figure.

3.2. 横行のビュー
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Each row represents a total view of the solution from a particular perspective. An upper row or perspective does not necessarily have a more comprehensive understanding of the whole than a lower perspective. Each row represents a distinct, unique perspective; however, the deliverables from each perspective must provide sufficient detail to define the solution at the level of perspective and must translate to the next lower row explicitly.

Each perspective must take into account the requirements of the other perspectives and the restraint those perspectives impose. The constraints of each perspective are additive. For example, the constraints of higher rows affect the rows below. The constraints of lower rows can, but do not necessarily affect the higher rows. Understanding the requirements and constraints necessitates communication of knowledge and understanding from perspective to perspective. The Framework points the vertical direction for that communication between perspectives.thumb|420px|The VA Zachman Framework with an explanation of its rows. In the 1997 Zachman Framework the rows are described as follows:

//Planner's View//  - The first architectural sketch is a "bubble chart" or Venn diagram, which depicts in gross terms the size, shape, partial relationships, and basic purpose of the final structure. It corresponds to an executive summary for a planner or investor who wants an overview or estimate of the scope of the system, what it would cost, and how it would relate to the general environment in which it will operate.
//Owner's View//  - Next are the architect's drawings that depict the final building from the perspective of the owner, who will have to live with it in the daily routines of business. They correspond to the enterprise  models, which constitute the designs of the business and show the business entities and processes and how they relate.
//Designer's View//  - The architect's plans are the translation of the drawings into detail requirements representations from the designer's perspective. They correspond to the system model designed by a systems analyst who must determine the data elements, logical process flows, and functions that represent business entities and processes.
//Builder's View//  - The contractor must redraw the architect's plans to represent the builder's perspective, with sufficient detail to understand the constraints of tools, technology, and materials. The builder's plans correspond to the technology models, which must adapt the information systems model to the details of the programming languages, input/output  devices, or other required supporting technology.
//Subcontractor View//  - Subcontractors work from shop plans that specify the details of parts or subsections. These correspond to the detailed specifications that are given to programmers who code individual modules without being concerned with the overall context or structure of the system. Alternatively, they could represent the detailed requirements for various commercial-off-the-shelf , government off-the-shelf , or components of modular systems software being procured and implemented rather than built.
//Actual System View// or The Functioning Enterprise

3.3. 縦列の焦点
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In summary, each perspective focuses attention on the same fundamental questions, then answers those questions from that viewpoint, creating different descriptive representations , which translate from higher to lower perspectives. The basic model for the focus  remains constant. The basic model of each column is uniquely defined, yet related across and down the matrix. In addition, the six categories of enterprise architecture components, and the underlying interrogatives that they answer, form the columns of the Zachman Framework and these are:

What ：データ記述
How ：機能記述
Where ：ネットワーク記述
Who :人間記述
When :時間記述
Why :動機記述In Zachman’s opinion, the single factor that makes his framework unique is that each element on either axis of the matrix is explicitly distinguishable from all the other elements on that axis. The representations in each cell of the matrix are not merely successive levels of increasing detail, but actually are different representations — different in context, meaning, motivation, and use. Because each of the elements on either axis is explicitly different from the others, it is possible to define precisely what belongs in each cell.

3.4. セルのモデル
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The kinds of models or architectural descriptive representations are made explicit at the intersections of the rows and columns. An intersection is referred to as a cell. Because a cell is created by the intersection of a perspective and a focus, each is distinctive and unique. Since each cell is distinctive and unique, the contents of the cell are normalized and explicit per the perspective’s focus.

The cell descriptions in the table itself uses general language for a specific set of targets. Below the focus of each cell in this particular Zachman Framework is explained:

Contextual
 Goal List – primary high level organization goals
 Process List – list of all known processes
 Material List – list of all known organizational entities
 Organizational Unit & Role List – list of all organization units, sub-units, and identified roles
 Geographical Locations List – locations important to organization; can be large and small
 Event List – list of triggers and cycles important to organizationConceptual
 Goal Relationship Model – identifies hierarchy of goals that support primary goals
 Process Model – provides process descriptions, input processes, output processes
 Entity Relationship Model – identifies and describes the organizational materials and their relationships
 Organizational Unit & Role Relationship Model – identifies enterprise roles and units and the relationships between them
 Locations Model – identifies enterprise locations and the relationships between them
 Event Model – identifies and describes events and cycles related by timeLogical
 Rules Diagram – identifies and describes rules that apply constraints to processes and entities without regard to physical or technical implementation
 Process Diagram – identifies and describes process transitions expressed as verb-noun phrases without regard to physical or technical implementation
 Data Model Diagram – identifies and describes entities and their relationships without regard to physical or technical implementation
 Role Relationship Diagram – identifies and describes roles and their relations to other roles by types of deliverables without regard to physical or technical implementation
 Locations Diagram – identifies and describes locations used to access, manipulate, and transfer entities and processes without regard to physical or technical implementation
 Event Diagram – identifies and describes events related to each other in sequence, cycles occur within and between events, without regard to physical or technical implementationPhysical
 Rules Specification – expressed in a formal language; consists of rule name and structured logic to specify and test rule state
 Process Function Specification – expressed in a technology specific language, hierarchical process elements are related by process calls
 Data Entity Specification – expressed in a technology specific format; each entity is defined by name, description, and attributes; shows relationships
 Role Specification – expresses roles performing work and workflow components at the work product detailed specification level
 Location Specification – expresses the physical infrastructure components and their connections
 Event Specification – expresses transformations of event states of interest to the enterpriseDetailed RepresentationEventually the cells with the detailed representation give Rules detail for ; Process detail for ; Data detail for ; Role detail for ; Location detail for ; and Event detail for .

There is a sixth row in the current Zachman framework, but it is not used for enterprise architecture — while the enterprise is described by rows one to six, enterprise architecture uses only rows one to five, thus only five rows are shown here.

Since the product development  in each cell or the problem solution embodied by the cell is the answer to a question from a perspective, typically, the models or descriptions are higher-level depictions or the surface answers of the cell. The refined models or designs supporting that answer are the detailed descriptions within the cell. Decomposition  takes place within each cell. If a cell is not made explicit , it is implicit . If it is implicit, the risk of making assumptions about these cells exists. If the assumptions are valid, then time and money are saved. If, however, the assumptions are invalid, it is likely to increase costs and exceed the schedule for implementation.

3.5. ルールのフレームワーク・セット
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The framework comes with a set of rules:

//Rule 1 The columns have no order// : The columns are interchangeable but cannot be reduced or created
//Rule 2 Each column has a simple generic model// : Every column can have its own meta-model
//Rule 3 The basic model of each column must be unique// : The basic model of each column, the relationship objects and the structure of it is unique. Each relationship object is interdependent but the representation objective is unique.
//Rule 4 Each row describes a distinct, unique perspective// : Each row describes the view of a particular business group and is unique to it. All rows are usually present in most hierarchical organization.
//Rule 5 Each cell is unique// : The combination of 2,3 & 4 must produce unique cells where each cell represents a particular case. Example: A2 represents business outputs as they represent what are to be eventually constructed.
//Rule 6 The composite or integration of all cell models in one row constitutes a complete model from the perspective of that row// : For the same reason as for not adding rows and columns, changing the names may change the fundamental logical structure of the Framework.
//Rule 7 The logic is recursive// : The logic is relational between two instances of the same entity.The framework is generic in that it can be used to classify the descriptive representations of any physical object as well as conceptual objects such as enterprises. It is also recursive in that it can be used to analyze the architectural composition of itself. Although the framework will carry the relation from one column to the other, it is still a fundamentally structural representation of the enterprise and not a flow representation.

3.6. 詳細さのレベルにおける柔軟性
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One of the strengths of the Zachman Framework is that it explicitly shows a comprehensive set of views that can be addressed by enterprise architecture. Some feel that following this model completely can lead to too much emphasis on documentation, as artifacts would be needed for every one of the thirty cells in the framework.

John Zachman clearly states in his documentation, presentations, and seminars that, as framework, there is flexibility in what depth and breadth of detail is required for each cell of the matrix based upon the importance to a given organization. An automaker, whose business goals may necessitate an inventory and process-driven focus, could find it beneficial to focus their documentation efforts on What and How columns. Whereas a travel agent company, whose business is more concerned with people and event-timing, could find it beneficial to focus their documentation efforts on Who and When columns. However, there is no escaping the Why column's importance as it provides the business drivers for all the other columns.

4. アプリケーションと影響
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Since the 1990s the Zachman Framework has been widely used as a means of providing structure for Information Engineering-style enterprise modeling. The Zachman Framework can be applied both in commercial companies and in government agencies. Within a government organization the framework can be applied to an entire agency at an abstract level, or it can be applied to various departments, offices, programs, subunits and even to basic operational entities.

4.1. カスタマイゼーション
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Zachman Framework is applied in customized frameworks such as the TEAF, built around the similar frameworks, the TEAF matrix.

Other sources:

The TEAF matrix is called a customization sample, see [1], p.   22

4.2. Zachmanフレームワークに基づく標準
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Zachman Framework is also used as a framework to describe standards, for example standards for healthcare and healthcare information system. Each cell of the framework contains such a series of standards for healthcare and healthcare information system.

4.3. 他のフレームワークのマッピング
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Another application of the Zachman Framework is as reference model for other enterprise architectures, see for example these four:

Other examples:

Analysis of the Rational Unified Process as a Process,
How the Model-driven architecture  models used in software development map to the Zachman Framework.
Mapping the IEC 62264 models onto the Zachman framework for analysing products information traceability.
Mapping the TOGAF Architecture Development Method  to the Zachman Framework.

4.4. 他のエンタープライズアーキテクチャフレームワークのための基礎
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Less obvious are the ways the original Zachman framework has stimulated the development of other enterprise architecture frameworks, such as in the NIST Enterprise Architecture Model, the C4ISR AE, the DOE AE, and the DoDAF:

The Federal Enterprise Architecture Framework  is based on the Zachman Framework but only addresses the first three columns of Zachman, using slightly different names, and focuses in the top of the three rows. 

4.4.1. 例: One-VA エンタープライズアーキテクチャ
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The Zachman Framework methodology has for example been used by the United States Department of Veterans Affairs  to develop and maintain its One-VA Enterprise Architecture in 2001. This methodology required them to define all aspects of the VA enterprise from a business process, data, technical, location, personnel, and requirements perspective. The next step in implementing the Zachman methodology has been to define all functions related to each business process and identify associated data elements. Once identified, duplication of function and inconsistency in data definition can be identified. The hard job then followed to de-conflict the data definitions and resolve duplicative implementations of the same business function.

The Department of Veterans Affairs at the beginning of the 21st century planned to implement an enterprise architecture fully based on the Zachman Framework.

The Zachman Framework was used as a reference model to initiate enterprise architecture planning in 2001.
Somewhere in between the VA Zachman Framework Portal was constructed.
This VA Zachman Framework Portal is still in use as a reference model for example in the determination of EA information collected from various business and project source documents.
Now somewhere in the past this "A Tutorial on the Zachman Architecture Framework".Eventually an enterprise architecture repository was created at the macro level by the Zachman framework and at a cell level by the meta-model outlined below.

This diagram has been incorporated within the VA-EA to provide a symbolic representation of the metamodel that VA used, to describe the One-VA Enterprise Architecture and to build an EA Repository without the use of Commercial EA Repository Software. The One-VA EA repository was developed using an object oriented database within the Caliber-RM Software Product. Caliber-RM is intended to be used as a software configuration management tool; not as an EA repository.

However this tool permitted defining entities and relationships and for defining properties upon both entities and relationships, which made it sufficient for building an EA repository, considering the technology that was available in early 2003. The personal motivation in selecting this tool was two-fold:

none of the commercial repository tools that were available at that time provided a true Zachman Framework representation of models and relationships; and
the available commercial tools were highly proprietary and made it difficult to incorporate best-of-breed tools and representations from other vendors or form open sources.This diagram emphasizes several important interpretations of the Zachman Framework and its adaptation to information technology investment management.

Progressing through the rows from top to bottom, one can trace-out the Systems Development Life Cycle  which is a de facto standard across the Information Industry;
The diagram emphasizes the importance of the often-neglected Zachman Row-Six . Representations in Mr. Zuech’s interpretation of Zachman row-six consist, largely, of measurable service improvements and cost savings/avoidance that result from the business process and technology innovations that were developed across rows two through five.Row-six provides measured Return on Investment for Individual Projects and, potentially, for the entire investment portfolio. Without row-six the Zachman Framework only identifies sunk-cost – the row-six ROI permits the framework to measure benefits and to be used in a continuous improvement process, capturing best practices and applying them back through row-two.

5. 関連項目
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データ・モデル
エンタープライズアーキテクチャフレームワーク
ビュー･モデル

6. 脚注
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7. 外部リンク
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[3] by John A. Zachman at Zachman International, 2009.
[4]: overview of the evolution of the Zachman Framework by John P. Zachman at Zachman International, April 2009.
[5], by Vitalie Temnenco, IBM, 15 Nov 2006.