Introduction

The ITI Change Proposal (CP) process follows the general IHE CP process described on the Change Proposal process page. The following sections give more detail on the general process for ITI participants involved in the CP process.

The ITI-specific CP Process

The following text explains what the process used by the ITI commitee in processing submitted CPs. It is consistent with the general IHE CP process and is informative only.

Write a change proposal. Here is IHE's Change_Proposal_Template
Submit into the Incoming directory. This is typically done by directly updating the directory if you have access; otherwise send it an email to the ITI Technical Committee members in charge of CPs (currently Erik Pupo and Lynn Felhofer).
The new CPs are considered by the committee at periodic CP review calls. If CP is accepted it is given a CP #, assigned an editor, renamed to CP-ITI-xxx-00.doc and placed in Assigned. If CP is rejected it is moved to Rejected and submitter is informed of explanation for rejection. Likely reasons for rejection are: duplicate, merged, withdrawn or not enough information to understand the request. Rejected CPs can be resubmitted with more information for reconsideration.
Committee works with editor to draft the CP. Versions are kept in Assigned directory and numbered -00, -01, -02, etc.
Committee decides CP is ready for ballot. Latest version of CP is moved to Completed diretory and old versions are moved to old_versions.
Co-chair collects Completed CPs into a ballot. The Ballot directory will be used for this.
Ballot is released to the general community for voting
Votes and comments are collected. All yes votes means the CP passed ballot and moved to FinalText. No votes are resolved by the committee. Sometimes CP is withdrawn, sometimes NO voter changes to yes vote after explanations. CP may be updated in this process. If updates are insignificant (clarification only) the CP is considered passed. If updates are significant the CP is submitted for another ballot.
CP approved in ballot are put in FinalText and scheduled to be integrated into the Technical Framework or Supplement.

Directory Structure

As CPs are processed through various statuses they move from one directory to another. The directories involved are:

Incoming: contains CPs which have been submitted but have not been assigned a CP number or an editor. This is the place that new incoming CPs are placed prior to the first stage of processing by the committee.
Assigned: contains CPs that have been assigned an editor and are being actively worked on by the committee, i.e. Assigned status
Completed: contains the last version of a CP that is in Completed status. It is waiting to be put in a ballot
FinalText: contains the last version of a CP that is in FinalText status. It is has been approved by ballot and is waiting to be integrated into the TF.
Integrated: contains the version of the CP that was integrated into the TF.
Rejected: CPs that have been submitted by rejected by the committee
Canceled: contains CPs that have been canceled, i.e. Canceled status
Ballots: contains Ballots that have been released for voting by the general community
Status: contains spreadsheets describing the status of CPs.

Change Proposal pages from previous years

Ongoing work on CPs is placed on the current year CP page. Prior years work can be accessed at:

ITI CP Tracking

All Change Proposal management is done in ITI CP ftp site. The tracking spreadsheet can be accessed at Status directory. It is the file with the most recent date in that directory.

Integrated CPs 2014

This section will document all CPs integrated into the Version 11.0 of the Technical Framework and the 2014 version of Supplements in August 2014

ITI docs affected by 2014 CPs

This section is in draft until July and lists the documents that are affected by CPs approved in the 2013-14 cycle...

Vol 1 - 674, 742,
Vol 2a - 516, 717, 731
Vol 2b - 570, 655, 673, 674, 707, 730, 746, 755
Vol 2x - 638, 657, 692, 708,
Vol 3 - 543, 588, 671, 687, 690, 711, 713, 714, 715, 721, 737, 743, 745, 746, 747, 753, 760, 761, 762
(Rob) Vol 4 - integrating DS4P
(Derek or Carl)CSD - 729
(Mauro) DSUB - 581, 615, 629, 710, 754, 763
(Karen) HPD - 617, 685, 746, 763
(Karen) MU - 586, 719, 740,
(Karen) ODD - 632, 723
(Karen) XCPD - 660,
(Mauro) XDW - 687,
(John)MHD - 678

Also these non-CP updates to TI supplements:

DSG:
- update to new supplement template format
- update to include new XADES references
- clear up requirements
MHD
- changes made based on FHIR’s updates

Ballots

Ballot 19

Balloted in Aug 2013.

Ballot 19, including ballot comments, is archived here: ftp://ftp.ihe.net/IT_Infrastructure/TF_Maintenance-2014/CPs/Ballots/ballot-19/

CP	Title	Profile or Volumes Affected	Ballot Result
581-02	DSUB correction for event ID in audit message	DSUB	Failed, see comments in archive link above
655-02	Modify field predicate logic for conditional fields PID-29, PID-30 (Patient Death) of IHE PAM	2a,2b	Failed, see comments in archive link above
657-04	Consistency of HD and CX datatype definitions in the appendix.	2b	Approved Final Text
673-02	Corrections of the usage code of some fields in segments PID, PV1, OBX, for PAM	2b	Approved Final Text
674-04	New option “Ambulatory Patient Data” for PAM to facilitate adoption by other domains (RAD, CARD, …)	2b	Approved for Final Text with updates from ballot comments
681-02	XDW Actor Definition	XDW Vol 1	Accepted ballot comments; -02 was integrated into XDW in 2013

Ballot 20

Ballot was out for review Jan 7 - Feb 7, 2014

Ballot 20 CPs and consolidated comments received during review are archived here: ftp://ftp.ihe.net/IT_Infrastructure/TF_Maintenance-2014/CPs/Ballots/ballot-20

Detailed minutes from the Ballot 20 CP discussion are here: http://wiki.ihe.net/index.php?title=ITI_CPs_2014-02-20#Minutes

Outcome of the ballot is in the table below. Final Text versions of approved CPs are in ftp://ftp.ihe.net/IT_Infrastructure/TF_Maintenance-2014/CPs/3_FinalText/

CP	Title	Profile	Vol	Ballot Result
CP-ITI-516-02	Correct hyperlinks to point to TF sections	XUA	1	Approved for FT
CP-ITI-586-01	MU Typo	MU	2b	Approved for FT
CP-ITI-638-02	Async Supplement update to Appendix V	Async	2x	Appr for FT; upd based on comments
CP-ITI-660-03	XCPD diagram shows single when should be multiple	XCPD	2b	Approved for FT
CP-ITI-672-01	mustUnderstand	many	2x	Failed; back to Assigned.
CP-ITI-678-00	Correction of the example illustrating the URL of Find document Dossiers message	MHD	2c	Approved for FT
CP-ITI-687-03	Use referenceIdList as specified by CP-ITI-659 instead of folders in XDW	XDW	1,3	Failed; back to Assigned.
CP-ITI-690-06	Document Sharing Metadata Enhancement for Security/Privacy Tags	XD*	3	Appr for FT; upd based on comments
CP-ITI-707-01	Document Retrieve Form Response	RFD	2b	Appr for FT; upd based on comments
CP-ITI-708-01	Update Appendix V with current versions of WS-I profiles	many	2x	Approved for FT
CP-ITI-713-00	Correct labelling of XCA IG in query attribute optionality	XCA	3	Approved for FT
CP-ITI-714-00	Correct capitalization of Document Sharing Attribute names	XD*	3	Approved for FT
CP-ITI-715-00	Remove parentDocument references	XDS	3	Approved for FT
CP-ITI-717-00	Incorrect section reference	ATNA	2a	Approved for FT
CP-ITI-718-00	Namespace ID required even if ISO OID set	PDQv2, PAM	2x	Failed; back to Assigned.
CP-ITI-719-00	Typo in audit message for Document Registry/Recipient in Metadata Update supplement	MU	2b	Approved for FT
CP-ITI-729-01	Typo in FacilityServices	CSD	2x	Appr for FT; upd based on comments
CP-ITI-730-01	Limited Metadata Audit	XDS	2b	Appr for FT; upd based on comments
CP-ITI-731-01	DICOM Audit Differences	ATNA, many	2a	Appr for FT; upd based on comments
CP-ITI-736-00	clarification of BPPC typeCode	BPPC	3	Failed; back to Assigned.
CP-ITI-737-01	clarification of classCode from typeCode	XD*	3	Appr for FT; upd based on comments

Ballot 21

Ballot 21 was out for review Mar 27 - Apr 25, 2014

Ballot 21 CPs plus consolidated comments & votes received are archived here: ftp://ftp.ihe.net/IT_Infrastructure/TF_Maintenance-2014/CPs/Ballots/ballot-21/

Outcome of the ballot is in the table below. Final Text versions of approved CPs are in ftp://ftp.ihe.net/IT_Infrastructure/TF_Maintenance-2014/CPs/3_FinalText/

CP	Title	Profile	Vol	Ballot Result
CP-ITI-458-02	Multi-Document Retrieve	XDS	2b	TBD pending Bill & Elliott's review of update
CP-ITI-588-00	XDSAssociationStatus default not consistent with other query parameters	MU suppl	2a	Approved for FT
CP-ITI-615-02	DSUB Remove SubscriptionId from all transactions	DSUB	2b	Approved for FT
CP-ITI-617-01	Update to Provider Info Directory audit msg in HPD	HPD	2a	Approved for FT
CP-ITI-629-04	DSUB Publish audits refer to wrong source/destination/requestor	DSUB	2b	Approved for FT; upd based on comments
CP-ITI-655-05	Modify field predicate logic for conditional fields PID-29, PID-30 (Patient Death) of IHE PAM	PAM	2b	TBD - if Marek approves current update, this is approved
CP-ITI-671-01	authorTelecommunication Example	several	3	Approved for FT
CP-ITI-684-02	No error code for errors in document content	XD*	3	Cancelled – changes are a duplicate of those in CP-ITI-543 to be in Ballot 22
CP-ITI-685-05	HPD errors and inconsistencies	HPD	2b	Approved for FT; upd based on comments
CP-ITI-687-06	Use referenceIdList as specified in CP-ITI-659 instead of folders in XDW	XDW	1,3	Approved for FT; upd based on comments
CP-ITI-692-01	Character String Matching Ambiguous		2x	Approved for FT
CP-ITI-710-00	DSUB building filter expressions	DSUB	2b	Approved for FT
CP-ITI-711-06	Add limitedMetadata attribute to optionality table	XD*	3	Approved for FT; upd based on comments
CP-ITI-721-01	Clarify associations in different submission sets	XDS	3	TBD
CP-ITI-740-02	Update Vol 3 content of Metadata Update supplement	XDS/MU	3	TBD
CP-ITI-742-00	Updated Folder Concept	XDS	1	Approved for FT
CP-ITI-743-00	Contradictory text on DocumentEntry.availabilityStatus	XD*	3	Approved for FT
CP-ITI-745-00	Typo in sourcePatientInfo	XD*	3	Approved for FT
CP-ITI-746-01	Correct example language from en-us to en-US	HPD, XDS	2a, 2b	Approved for FT w/ update to rationale & identification of docs affected
CP-ITI-747-01	Fix coding of referenceIdList attribute in documentEntry metadata table	XD*	3	Approved for FT; upd based on comments
CP-ITI-753-01	Clarification of the immutable nature of DocumentEntry.sourcePatientInfo	XD*	3	Approved for FT; upd based on comments
CP-ITI-754-02	Errors on DSUB Actor Diagram	DSUB	1	Approved for FT; upd based on comments
CP-ITI-755-00	Incorrect MPQ example message	MPQ	2b	Approved for FT
CP-ITI-760-01	Association Types table 4.2.2-1 Update	XD*	3	Approved for FT; upd based on comments
CP-ITI-761-01	Use of MemberOf(1), (2), (3), (4) lacks needed clarity	DSUB	1	Approved for FT

Assigned CPs

For a list of CPs that are currently assigned see the latest CP-ITI-Tracking-201x-nn-nn.xls file in the Status directory. Assigned CPs are here: ftp://ftp.ihe.net/IT_Infrastructure/TF_Maintenance-2014/CPs/1_Assigned/

Upcoming CP discussions

ITI CP review calls are typically held the 1st Friday and 3rd Thursday of each month from 9-11am Central US. Additional sessions may be scheduled during ITI Tech F2F meetings.

Apr 28 - May 2, 2014

Note: This agenda contains CP topics that will be discussed during the ITI Tech Cmte face-to-face meeting in Oak Brook Apr 28-May 2. Times for these discussions are on the F2F meeting agenda.

Agenda & Minutes

Apr 28

(1) Review of Ballot 21 comments & votes -

The outcome of Ballot 21 is documented above
The consolidated comments and detailed notes on each CP is in iti-ballot-21-Consolidated-Comments-withResolution-20140429.xls here: ftp://ftp.ihe.net/IT_Infrastructure/TF_Maintenance-2014/CPs/Ballots/ballot-21/

Apr 29

(1) Ballot 21, CP-ITI-655 - review Rob's ballot comment:

Is PID-29 prohibited in all but discharge? Should this be allowed in other uses where the patient has died. For instance, what about appointment cancellation? Shouldn't this be conditional on PID-30? Allowed only if PID-30 is Y?
Outcome: Updates were made based on Rob's comments, so Rob withdrew his "no" vote. Lynn will distribute the updated version to Marek V, who has been tracking the progress this CP. If the changes are acceptable, this CP is approved.

(2) Assigned CPs ready for review: ftp://ftp.ihe.net/IT_Infrastructure/TF_Maintenance-2014/CPs/1_Assigned/

CP-ITI-748-03 - Basic Subset Option - PAM profile (Gibaud, Ben Levy)
- Outcome: The committee discussed alternatives for addressing this CP including (1) define rqmts in a national extension, (2) define a new transaction for PAM that includes the subset of messages, (3) . Alternative (3) was chosen. A subset of the committee (Ben, Isabelle, Francois) will continue work on a future call to be scheduled.
CP-ITI-749-01 - Structure of the ZBE segment (Gibaud, Macary)
- Outcome: Isabelle will provide version -02 of this CP. Lynn will distribute this to a targeted set of HL7 experts and this version will be discussed at a future CP call
CP-ITI-744-03 - Attribute cardinality labeling (Karen)
- Outcome 1: The committee had a lively and sometimes-contentious discussion about how to express both whether a metadata attribute is Required or Optional, and whether or the attribute may be multi-valued.
- Outcome 2: At the next CP call, Lynn will seek a new owner for this CP.

Apr 30

(1) Progress on CPs against Vol 3 -- Karen - Review of analysis of Vol 3 CPs by Karen, Mark, and Walco.

The status spreadsheet and ftp site is updated with the resolution on these CPs:
- 352 re-assigned to Walco
- 385 Cancel
- 525 re-assigned to Walco
- 528 re-assigned to Walco
- 530 Cancel
- 532 Cancel
- 543 re-assigned to Karen (ready for ballot)
- 560 re-assigned to Walco
- 620 Cancel
- 630 re-assigned to Walco
- 634 no change
- 635 no change
- 698 Cancel as dup of 677
- 722 re-assigned to Walco
- 727 Cancel as duplicate of 594
- 738 re-assigned to Walco
- 744 discussed on Monday, Karen would have taken this but is retracting her offer given lack of agreement on approach. karen suggests this be canceled as the current language is "good enough"; We will discuss on Friday
- 757 re-assigned to Walco
Discussed:
- 529 assigned to Karen. Direction discussed but complexity of resolution requires further discussion.
- 594 Still necessary, no new owner found, no change.
- 595 after discussion re-assign to Ben Levy
- 650 assigned to Karen. Direction discussed and Karen will propose language.
- 677 agreed on a direction, merged into CP 739, Cancel
- 694 canceled
- 720 Put on agenda for next time Walco or Mark are available for discussion, should be reassigned from John but not clear whether Mark/Walco will take it.
- 739 Discussed the TODOs in the rationale. Resolved that mimeType does not need update and John will address the other TODO. John also will merge in CP 677 which can be canceled
- 751 Agreed with the proposed change, keep owner as Bill
General CPs:
- 672 - discussed concerns with this CP (Bill, Vassil, John all present). Agreement on technical direction of the CP. Vassil will provide a footnote to replace some text. After that footnote change ready for ballot.

May 1

Current status spreadsheet: dated 2014-04-30 is here: ftp://ftp.ihe.net/IT_Infrastructure/TF_Maintenance-2014/CPs/Status/

(1) Method for Attacking Open CPs (Lynn) The committee discussed alternatives for effectively addressing open CPs. We reached consensus to focus on bundles, and have bundle-focus CP calls. It will enable interested cmte members to focus their attention on specific calls. This will require additional work to effectively coordinate the call. Lynn will identify the targeted bundle two weeks in advance of the call, and she will add a 'bundle' column to the status spreadsheet to enable easier handling of CPs.

These other options were considered...
- stay the course
- contact owners individually
- allocate extra time in 14-15 cycle to work on CPs during F2F

(2) Ballot stuff (Lynn)

Summary of open Ballot 21 items - Bill to review 3 next week; Marek to review change to PAM CP
Ballot 22 planning (last ballot to be integrated in 2014 docs)
- 05/15 - next CP call
- 05/20 -- ballot content & spreadsheet sent to IHE USA staff (Lynn)
- 05/21 -- ballot sent to ITI Tech email list (Nancy)
- 06/17 -- ballot comments due (ITI Tech)
- 06/18 -- ballot comments consolidated (Lynn)
- 06/19 -- CP call for ballot 22 review (ITI Tech)

(3) Assigned CPs ready for review: ftp://ftp.ihe.net/IT_Infrastructure/TF_Maintenance-2014/CPs/1_Assigned/

CP-ITI-744 - Attribute cardinality labeling (Lynn) - members agreed with Karen's proposal to cancel this CP with rationale that the current wording is good enough. Saints be praised.

(4) Process incoming CPs: in ftp://ftp.ihe.net/IT_Infrastructure/TF_Maintenance-2014/CPs/0_Incoming/

CP-ITI-LF-Deid-fix.doc - rejected; not needed
CP-ITI-LF-errorInReferenceIdListExample.doc - accepted as CP-ITI-767; assigned to John M
CP-ITI-facilityType-Security.doc - accepted as ready-for-ballot; CP-ITI-768

May 2

(1) Assigned CPs ready for review: ftp://ftp.ihe.net/IT_Infrastructure/TF_Maintenance-2014/CPs/1_Assigned/

CP-ITI-758 - Fix HPD Errors 2 (Christian Ohr)
CP-ITI-759 - Clarify HPD Credentials (Christian)
CP-ITI-720 - Clarify Replacement for addendum and transformation docs (Mark or Walco)

(2) Process incoming CPs: in ftp://ftp.ihe.net/IT_Infrastructure/TF_Maintenance-2014/CPs/0_Incoming/