Hi all,

As long as someone in the world performs medical research, our knowledge about 
medicine will increase and change. This imply that changes in our information 
models and ontologies due to new knowledge (and pervious errors) are something 
constant and something every implementer needs to plan for. I therefore think 
that openEHR needs to make it as easy as possible for the implementers to 
implement updates to the archetypes in their systems, but also communicate that 
archetypes will change regularly and that is something the implementers need to 
live with.

To give some perspective, I can mention that during the first releases of 
SNOMED CT, the mechanism for versioning in the release format was quite simple 
and probably not enough helpful for the implementers to manage the regular 
updates. Quite large resources were therefore spent on creating a new release 
format, which is more helpful for implementers when handling updates in SNOMED 
CT, and switch from the old release format (called Release Format 1) to the new 
release format (called Release Format 2). The SNOMED CT license also require 
all implementers to regularly update to new versions of SNOMED CT.

                             Regards
                             Mikael


Från: openEHR-technical [mailto:openehr-technical-boun...@lists.openehr.org] 
För Ian McNicoll
Skickat: den 7 oktober 2015 13:27
Till: For openEHR clinical discussions <openehr-clini...@lists.openehr.org>
Kopia: For openEHR technical discussions <openehr-technical@lists.openehr.org>; 
For openEHR implementation discussions <openehr-implement...@lists.openehr.org>
Ämne: Re: Archetype publication question - implications for implementers

Hi all,

This is IMO, a very important issue for the openEHR community and many thanks 
to Heather for providing such a clear exposition of the issues and choices, 
faced by any community building products and tools based on open-source 
distribution and governance principles. As such, I do not think these 
challenges are unique to openEHR.

It is particularly important for vendors and implementers, who as well as 
trying build great systems are also building an ecosystem, one of whose 
strengths and sales-points  is the ability to use 'shared components' 
out-of-the-box.

openEHR is well -engineered to support controlled change to new versions of 
artefacts and there is no question that we will regularly have to make such 
changes, even breaking changes as new clinical safety issues or new 
requirements emerge. One can perhaps see this as 'market-driven' change - 
suppliers will say - "we need a new data point", or "the V1 archetype is no 
longer fit-for-purpose, we accept the need for a V2 and will manage the upgrade 
process".

The example Heather has given around the Blood pressure archetype is a good 
example of what we might call 'modeller-driven/best practice change'. Some 
perfectly reasonable issues have been detected in the V1 BP archetype, and 
'best modelling practice/ best semantics' would suggest that we create a V2. 
However, I doubt if there is any real demand for this from the vendor community 
.. very few will be using the Tilt element which contains the error and the 
other issue is more about modelling style- what is there at the moment works ok.

So, in reality, I suspect there are very few drivers to push implementers to 
use V2, and we will end up (for now) with a 'best-practice' V2 and a V1 that 
continues to be used by the vast majority of implementations. One can argue 
that this is how the system is supposed to work .. put the variations out there 
and let the market decide, but new entrants to that market, and existing 
vendors working in multiple national markets will find that they are being 
asked to develop against both V1 and V2.

Again, no-one disputes that this will happen for perfectly good reasons where 
V2 solves some real problems for implementers but I am anxious that we do not 
create unnecessary market confusion, purely to fix some rather obscure, if real 
problems.

Heather quite reasonably asks the question 'Is it the role of the international 
modelling team to take such issues into consideration, or should the CKM 
efforts be purely driven by quality and technical correctness'.

I think it is very important that we get feedback from Industry on this. Please 
give us your input.

Ian









Dr Ian McNicoll
mobile +44 (0)775 209 7859
office +44 (0)1536 414994
skype: ianmcnicoll
email: i...@freshehr.com<mailto:i...@freshehr.com>
twitter: @ianmcnicoll

[https://docs.google.com/uc?id=0BzLo3mNUvbAjT2R5Sm1DdFZYTU0&export=download]
Co-Chair, openEHR Foundation 
ian.mcnic...@openehr.org<mailto:ian.mcnic...@openehr.org>
Director, freshEHR Clinical Informatics Ltd.
Director, HANDIHealth CIC
Hon. Senior Research Associate, CHIME, UCL

On 2 October 2015 at 12:46, Sebastian Garde 
<sebastian.ga...@oceaninformatics.com<mailto:sebastian.ga...@oceaninformatics.com>>
 wrote:

From a governance point of view, I believe it is clear that the v2 route is the 
cleanest option here.
And in a general way I also agree with your concerns, Diego!
I think that my suggestion of deprecating old and adding the new elements, can 
only make sense if we can model the new elements in a v1 archetype in a way 
that the data paths don't need to change when later migrating to a forthcoming 
v2 archetype.

From an implementers point of view I am not so sure I'd be so happy if I need 
to take the archetype to the next major version just because of this. 
Therefore, I also agree with Heather and share the concerns that creating a v2 
in this case is a bit over the top.
Not sure if anybody is even using Tilt or the location from this archetype's 
protocol in the first place?

If you are able to add the new things (or at least the unit change) to the v1 
archetype and start the work on publishing a "clean" v2 archetype at the same 
time, this would allow implementers to upgrade in their own time, while being 
able to enable the use of correct units and 'modern' modelling patterns in the 
existing v1 archetype.

I think it is reasonable to add another unit to an archetype without having to 
up its major version (and provide some guidance that this is the 'better' unit 
to use).
Changing the modelling pattern for the location and adding this a complete 
alternative may be asking to much from a minor revision of an archetype.

Maybe this is also a good exercise for anybody using this archetype on how best 
to upgrade from one major version to the next...but my preference I think is 
to, yes start with a v2 archetype, but also add the correct unit to the v1 
archetype and republish as a minor revision.

Sebastian

On 02.10.2015 11:36, Diego Boscá wrote:

Would they be alternatives of the data type or just new elements at the same 
level?  I see problems with both: if you create an alternative on data types 
probably you won't be able to add bindings to it, and if made a another element 
then you don't have an easy way  of telling what corrects (you could even have 
corrections of corrections of corrections... Which one would you link to?). 
Probably even assertions should be included in order to avoid the inclusion of 
the deprecated and the corrected one in the same instance.

IMHO is much easier to just upgrade the version
El 2/10/2015 11:20, "Sebastian Garde" 
<sebastian.ga...@oceaninformatics.com<mailto:sebastian.ga...@oceaninformatics.com>>
 escribió:
Hi Heather,

Instead of removing the incorrect UCUM unit and the old modelling patterns 
completely, would it be possible to mark these bits as 'deprecated' in some 
[informal] way in the ontology?

This way you could make the desired changes and republish as a minor revision 
of version 1.
For a version 2 archetype, the bits marked as deprecated would be removed (this 
v2 archetype could be provided as a draft now or later).

Cheers
Sebastian

P.S.: Arguably, a more formal way of deprecating bits and pieces in an 
archetype, will become quite useful in the future.

On 02.10.2015 06:11, Heather Leslie wrote:
Hi everyone,

I’m seeking community input around a conundrum that has arisen regarding 
archetype governance or, more specifically, if we should offer a new version of 
an archetype that included breaking changes/corrections according to the 
openEHR specifications but which are not critical in terms of clinical safety – 
a bit of a grey zone, if you like. If clinical safety were implicated, the 
decision would be easy.

The Blood Pressure archetype was published in 2009 and I believe is in fairly 
wide use in systems at this point. Currently published version 
here<http://ckm.openehr.org/ckm/#showArchetype_1013.1.130>, and which has had 
only ‘trivial’, non-breaking changes, including addition of translations, etc 
since publication.

Recently the Norwegian community translated the archetype and then undertook a 
local review of the archetype. They have suggested some modifications to the 
archetype which include updating some of the data elements around identifying 
the body location of the BP measurement to be in keeping with more recent 
archetype patterns that we have been using, plus identified that the 
representation of degrees of Tilt was not using the UCUM units, plus a few 
minor additions.

The result is that their new candidate archetype 
(here<http://ckm.openehr.org/ckm/#showArchetype_1013.1.2189>) which includes 
these changes is regarded as a Major revision under our current CKM versioning 
rules and if republished warrants becoming a version 2. That is all perfectly 
OK from an academic governance point of view.

There is no doubt that the archetype is a more accurate and enhanced iteration 
but the practical implications of republishing as a v2 are not trivial to 
implementers.

So I seek your advice on whether we should proceed with further content review 
with the intent of re-publishing as a new v2 archetype:

•         Pros

o   Archetype data is updated to include correct UCUM units

o   Archetype data is updated to include more ‘modern’ modelling patterns that 
are being used increasingly in more recent archetypes

o   New implementers will be able to use the most up-to-date version of the 
archetype, rather than using an archetype that has been identified as having 
flaws. Otherwise new implementers will continue to implement a known, flawed 
archetype into their new systems

o   Further content review will expose the archetype to a broader range of 
clinicians and their input will potentially further enhance, or at least 
endorse the current, quality.


•         Cons

o   Further content review will possibly introduce further changes – maybe 
breaking, maybe not.

o   Existing implementers will need to decide whether it is worthwhile to 
update to v2. The alternative is to stay with the v1 published archetype as is 
and consider updating at some future time.

o   The update of the UCUM unit and body location pattern does not have major 
safety implications or significantly impact the modelling quality, yet will 
have internal implications in existing clinical systems.

o   Two versions of the archetype will be in circulation, and implementers will 
need to manage the interoperability issues that will arise.

o   Norway will likely use the new archetype as their national standard, 
diverging from the openEHR CKM content, which is not desired by either party.

A portion of the diff is attached, which demonstrates the major breaking 
changes. There are many other changes that only refer to translations and are 
non-breaking in the rest of the diff

Major changes are:

•         Changing ‘Tilt’ units – ‘°’ to ‘deg’ – at1005 – this is the critical 
and breaking correction that has triggered considering these additional changes:

o   Making Measurement Location a choice of coded text and text – at0014

o   Removal the redundant ‘Location’ cluster heading

This is the first time we have had to update a published archetype and it 
certainly won’t be the last. If there were breaking changes that needed to be 
made for clinical safety reasons or similar critical reasons I would have no 
hesitation in proceeding to v2. If there were non-breaking changes we would 
manage the progression with additional minor revisions or patches – not a 
problem. This one has breaking changes but no clinical safety issues, so a bit 
of a grey zone because of the possible implementation implications.

I have no doubt that many implementers are already grappling with these issues 
if they have implemented draft archetypes, so perhaps you all have established 
systems and approaches for this.

I have had some advice suggesting we should leave the archetype as is, rather 
than ‘rock the implementation boat’ for little semantic value, yet I’m not sure 
that it is our role to be paternalistic. My own inclinations are that we should 
govern the archetypes from a pure point of view, updating and creating new 
versions if we have to, and allowing CKM to provide the transparency that will 
support implementers to make informed choices.

So:
Option 1: Do nothing. The current flawed archetype will be the only one 
available on the openEHR CKM
Option 2: Promote the new candidate archetype to the public trunk as a 
potential new iteration – so available for viewing and download, but with no 
official status, effectively in limbo until a further review round is carried 
out and it is republished.
Option 3: Promote the new candidate archetype to the public trunk, run formal 
content reviews on it and plan to re-publish as v2

Please, your thoughts?

Regards

Heather

Dr Heather Leslie MBBS FRACGP FACHI
Consulting  Lead, Ocean Informatics<http://www.oceaninformatics.com/>
Clinical Programme Lead, openEHR Foundation<http://www.openehr.org/>
p: +61 418 966 670<tel:%2B61%20418%20966%20670>   skype: heatherleslie   
twitter: @omowizard



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