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Difference between revisions of "FHIR Ballot Prep"

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This page lists the tasks to be completed by work groups in preparation for the R4 release of the FHIR core specification.  The timelines for implementation guide publication and balloting may differ.  Implementation Guides may choose to either publish in sync with the core specification (and actively manage dependencies as underlying resources and profiles are updated) or may choose to ballot later, once the FHIR specification is finalized.  (The disadvantage of the latter approach is that changes to the core specification identified as part of implementation guide revision won't be able to be applied until a subsequent release.)
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A calendar has not yet been established for the FHIR R5 cycle.  General ballot timelines for implementation guides can be found on the [[https://confluence.hl7.org/display/HL7/HL7+Calendars HL7 confluence page]]
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<!--This page lists the tasks to be completed by work groups in preparation for the R4 release of the FHIR core specification.  The timelines for implementation guide publication and balloting may differ.  Implementation Guides may choose to either publish in sync with the core specification (and actively manage dependencies as underlying resources and profiles are updated) or may choose to ballot later, once the FHIR specification is finalized.  (The disadvantage of the latter approach is that changes to the core specification identified as part of implementation guide revision won't be able to be applied until a subsequent release.)
  
 
[http://wiki.hl7.org/index.php?title=Category:FHIR_IG_Proposal Here] is a link for Implementation Guide proposals
 
[http://wiki.hl7.org/index.php?title=Category:FHIR_IG_Proposal Here] is a link for Implementation Guide proposals
  
 
Notes:
 
Notes:
* R4 is the first FHIR publication that is hoped to contain Normative content.  For those who aren't familiar with HL7 processes, Normative means that, once the specification passes, we will no longer make breaking changes to the specification from that point forward - ever.  The rules for change in FHIR for normative content are described [[http://hl7.org/fhir/versions.html#b-compat here]].
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* R4 is the first FHIR publication that will contain Normative content.  For those who aren't familiar with HL7 processes, Normative means that, once the specification passes, we will no longer make breaking changes to the specification from that point forward - ever.  The rules for change in FHIR for normative content are described [[http://hl7.org/fhir/versions.html#b-compat here]].
 
* R4 is also the first time we're expecting to have multiple "ballots" for FHIR core content.  This means that there will be '''one''' FHIR specification hosted on the web.  However, each page in the specification will identify both what level it's being balloted at (not balloted, draft, STU or normative) as well as which ballot it's part of.  Multiple ballots are necessary to allow content to proceeed by different paths - balloting at different levels requires separate ballots and if there's a need to allow some content to be demoted to a lower level while other content remains on the normative path, that content needs to be packaged separately.
 
* R4 is also the first time we're expecting to have multiple "ballots" for FHIR core content.  This means that there will be '''one''' FHIR specification hosted on the web.  However, each page in the specification will identify both what level it's being balloted at (not balloted, draft, STU or normative) as well as which ballot it's part of.  Multiple ballots are necessary to allow content to proceeed by different paths - balloting at different levels requires separate ballots and if there's a need to allow some content to be demoted to a lower level while other content remains on the normative path, that content needs to be packaged separately.
  
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* all of the above plus:
 
* all of the above plus:
 
** Get all content "rock solid" with both WG and community in agreement that content is ready to be set in stone
 
** Get all content "rock solid" with both WG and community in agreement that content is ready to be set in stone
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==Ballot schedule==
 
==Ballot schedule==
  
 
===January 2018 Cycle===
 
===January 2018 Cycle===
<!--
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'''Single FHIR Core 'For Comment' Ballot, possible IG R3-based STU ballots, possible IG R4-based 'For Comment' ballots'''
 
'''Single FHIR Core 'For Comment' Ballot, possible IG R3-based STU ballots, possible IG R4-based 'For Comment' ballots'''
  
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*2018-05-07 - Ballot closes
 
*2018-05-07 - Ballot closes
 
*2018-05-12 - 2018-05-18: May WGM (Cologne)
 
*2018-05-12 - 2018-05-18: May WGM (Cologne)
-->
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===Sept 2018 Cycle===
 
===Sept 2018 Cycle===
 
'''possible Normative re-ballots, possible limited STU FHIR Core ballot, possible IG R4-based STU ballots''':  
 
'''possible Normative re-ballots, possible limited STU FHIR Core ballot, possible IG R4-based STU ballots''':  
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===R4 Publication===
 
===R4 Publication===
This will be the publication of the FHIR R4 core specification plus any implementation guides that are ready
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These are the publication deadlines leading to the publication of the FHIR R4 core specification and any IGs that plan to *publish* on the same cycle.
  
*2018-09-29 - 2018-10-05: October WGM (Baltimore).
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*2018-09-29 - 10-05: October WGM (Baltimore).
*2018-10-14: Final reconciliation packages posted for 2nd and 3rd ballots
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*2018-10-06: Notification of Ballot opens for "final" targeted R4 normative ballots
*2018-11-01: Substantive content freeze for core R4 publication including all substantive QA changes.  Decision based on vote results and withdrawals about which normative packages to drop to STU.  Implementation guides publishing as part of R4 may continue to make substantive changes.
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*2018-10-12: Final reconciliation packages posted for Normative Sept. ballots
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* Working on R3/R4 conversions (see [[Progress on FHIR R3/R4 conversions]])
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** Changes will be auto-deferred after this date
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*2018-10-31: Final reconciliation package posted for STU ballot
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*2018-11-01: Substantive content freeze for core R4 publication including all substantive QA changes.  Decision based on vote results and withdrawals about which normative packages to drop to STU.  Profiles publishing as part of R4 and implementation guides aiming to publish simultaneously with R4 may continue to make substantive changes.
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*2018-11-06: Targeted R4 normative ballot opens
 
*2018-11-11: Final content freeze for R4 publication and start of QA period.  No changes permitted for FHIR Core without product director permissions.  Implementation Guides may update based on their QA processes
 
*2018-11-11: Final content freeze for R4 publication and start of QA period.  No changes permitted for FHIR Core without product director permissions.  Implementation Guides may update based on their QA processes
 
*2018-11-25: QA period closes, QA change application begins
 
*2018-11-25: QA period closes, QA change application begins
 
*2018-12-02: FHIR core and FHIR IGs are all locked.  No further changes without product director permission
 
*2018-12-02: FHIR core and FHIR IGs are all locked.  No further changes without product director permission
**Finalization of FMM levels, final internal publication clean-up, publication process, TSC publication approval
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**Finalization of FMM levels, final internal publication clean-up, publication process
*~2018-12-15: Publication of R4
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*2018-12-06: Targeted FHIR core ballot closes
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*2018-12-07: One-time meeting to reconcile any ballot comments - all out of scope comments will be found Not Related
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*2018-12-08: Recirculation ballot opens?
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*2018-12-10: Seek approval for publication from TSC (possibly pending recirculation)
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*2018-12-22: Recirculation ballot closes?
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*before 2018-12-31: Publication of R4
  
 
The world rejoices, Grahame sleeps
 
The world rejoices, Grahame sleeps
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===IGs published with R4===
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*2018-11-18: Content is final, work group performs and applies QA
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*2018-12-02: IG is locked
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** qa.html contains no errors or warnings (or Grahame has pre-approved all remaining errors/warnings as insignificant
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** WG submits publication request and notifies fmgcontact@hl7.org of their desire to publish with R4
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*2018-12-05: FMG votes on whether to publish the IG after reviewing IG and QA page
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*2018-12-10: TSC votes on whether to publish the IG (at the same time they vote on R4)
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Sometime before Dec. 31, depending on FHIR Core recirculation requirements, IG is published alongside R4 spec
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===Jan 2019 ballot cycle for FHIR IGs===
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NOTE: There will be no deadline extensions for this cycle.  If you miss a deadline, your content will not appear in the January ballot and will have to wait for the May cycle.
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*2018-10-17 - [[:Category:FHIR_IG_Proposal|IG proposals]] due to the FHIR Management Group.  (Earlier is better)
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*2018-10-28 - NIBs due, IG must be publishing on the CI build and "functionally complete"
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** FMG will be evaluating "need to ballot" - each ballot must be necessary
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** All artifact types, all key behaviors, etc. present.  If there are bugs in the publication process, they must be identified by this point and must be resolved to the point that the build at least runs successfully and any tooling-related issues must be agreed to be resolvable
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*2018-11-18 - Content deadline for QA.  All content must be final from the workgroup perspective - no changes other than QA fixes from this point - no new artifacts or content
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** Reconciliation packages posted to ballot desktop for previous ballots (if any)
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*2018-12-02 - Final freeze.  If there are QA errors at this point, you don't publish.  No slippage for any reason
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*2018-12-07 - Ballot opens
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Latest revision as of 21:16, 24 April 2019

A calendar has not yet been established for the FHIR R5 cycle. General ballot timelines for implementation guides can be found on the [HL7 confluence page]