HL7 Development Framework Tutorial

HL7 Development Framework Tutorial
Abdul-Malik Shakir Principal Consultant, Shakir Consulting April 2003

My HL7 Background Abdul-Malik Shakir Principal Consultant, Shakir Consulting, La Verne, CA HL7 Member since 1991 Member of the HL7 Board of Directors Chair of the Education and Implementation Committee Member of the Architectural Review Board Member of the Process Improvement Committee Co-Chair of the Modeling and Methodology Committee Project Manager for the HL7 Development Framework Project April 2003 HL7 Development Framework Tutorial

Session Objectives To raise awareness of the HL7 Development Framework (HDF) project. To summarize the accomplishments and remaining planned activities of the HDF project. To introduce the HDF metamodel and its relationship to the UML metamodel To introduce the HDF methodology and its relationship to the MDF methodology To encourage your participation in designing and deploying the HDF methodology. April 2003 HL7 Development Framework Tutorial

Session Overview Session I HL7 Development Framework Project Unified Modeling Language Metamodel HDF UML Profile and Metamodel HDF Model Interchange Format Session II HL7 Message Development Framework HDF Development Methodology HDF Pilot Projects HDF Developer’s Guide HDF Transition Planning April 2003 HL7 Development Framework Tutorial

HL7 Development Framework Project HL7 Development Framework Tutorial
April 2003 HL7 Development Framework Tutorial

Project Introduction The purpose of the Health Level Seven (HL7) Development Framework Project is to research, analyze, design, and document the processes, policies, and artifacts associated with development of HL7 published specifications and standards. The HL7 Development Framework (HDF) project will: Expand HL7’s modeled-based approach for standards development beyond messaging to its other standards such as structured documents, context management, and standards related to electronic health records; Maximize the benefits HL7 derives from using the Unified Modeling Language (UML) as a foundation for its model-based approach to standards development; Facilitate increased participation of HL7 members, subject matter experts, and implementers in the development of HL7 standards. Enable HL7 to remain the industry leader in model-driven development of comprehensive standards for application interoperability in the Health industry. April 2003 HL7 Development Framework Tutorial

Project Background – Health Level Seven
The mission of HL7 is to provide a comprehensive framework and related standards for the exchange, integration, storage, and retrieval of health information that support clinical practices and the management, delivery and evaluation of health services. HL7 began developing standards in 1987 with the publication of its messaging specification - the Application Protocol for Electronic Data Exchange in Healthcare Environments. In the years since its founding, HL7 has evolved beyond traditional messaging protocols to include clinical document architectures, medical logic modules, component specifications, and standards, guidelines, and related services for the management of electronic health records. April 2003 HL7 Development Framework Tutorial

The Family of HL7 Specifications and Standards
Version 2.x and 3.x messaging specifications; Knowledge representation and clinical decision support (Arden Syntax); Specification of components for context management (CCOW); Standardization of clinical document structures (CDA); Vocabulary definitions for use in clinical messages and documents; Standards, methodologies and services related to electronic health records (EHR); Informative specifications in the area of security, privacy, and accountability. April 2003 HL7 Development Framework Tutorial

Project Background – HL7 V3 Methodology
In 1992 HL7 made a fundamental shift in the method it uses to develop its specifications and standards. The new methodology, referred to as HL7 Version 3.0 (or V3), is a model-driven standards development methodology based upon modern object-oriented software development practices. In January 1996, the HL7 Technical Steering Committee adopted the model-driven approach and the Modeling and Methodology Technical Committee assumed primary responsibility for ongoing development of the V3 methodology. April 2003 HL7 Development Framework Tutorial

Project Background – HL7 MDF Process Model

HL7 Message Development Framework
The HL7 Message Development Framework (MDF) defines the HL7 V3 message development process. It identifies the phases, activities, and models used in the process of developing HL7 message specifications. The HL7 MDF was first published in It has undergone two major revisions since then; once in 1998 and again in 1999. The current version of the MDF (v3.3), published in December 1999, has not been maintained and is consequently out of alignment with current message development practices. April 2003 HL7 Development Framework Tutorial

HDF Development Methodology Specification
The HDF Development Methodology Reference Manual is a replacement for and an extension to the HL7 Message Development Framework (MDF). The HDF Development Methodology Reference Manual differs from the MDF in terms of: Scope of Coverage Alignment with UML Maintenance/versioning Procedures Companion documents to the HDF Development Methodology Reference Manual are: The HDF Metamodel Specification The HDF Developer’s Guide April 2003 HL7 Development Framework Tutorial

HDF Project Scope and Objectives
Develop and publish the HDF Development Methodology Reference Manual Develop and publish the HDF UML Profile and Metamodel Specification Develop and publish the HDF Developer’s Guide Project Objectives: Expand the modeled-based approach for standards development beyond the HL7 messaging standard. Embrace the UML standard, conventions, and practices as the foundation for the HL7 model-based approach to standards development. Facilitate the participation of HL7 members, subject matter experts, and implementers in the development of HL7 standards. Enable HL7 to remain the industry leader in model-driven development of comprehensive standards for application interoperability in the Health industry. April 2003 HL7 Development Framework Tutorial

HDF 2002 Accomplishments Defined the HDF project scope and objectives Organized project team and team member assignments Mapped the MDF to the UML metamodel Reconciled MDF and UML metamodel discrepancies Used UML extension mechanisms to define an HL7 UML Profile Established a broad outline of the HDF development process Prepared and reviewed initial drafts of the seven chapters describing the phases of the HDF development lifecycle Prepared and presented tutorials on the HDF at two HL7 working group meetings April 2003 HL7 Development Framework Tutorial

HDF 2003 Objectives Prepare phase II project charter Obtain project approval and funding Finalize documentation of the development lifecycle Conduct pilots of the development process Publish release 1 of the HDF Development Methodology Reference Manual Publish release 2 of the HDF UML Profile and Metamodel Publish release 1 on the HDF Model Interchange Format Prepare an initial draft of an HDF Developer’s Guide Establish a transition plan for the HDF process and metamodel April 2003 HL7 Development Framework Tutorial

HDF Phase II Subproject Timelines and Task Leaders
HDF Project Planning and Management 01/06/2003 ~ 01/05/2004 – Abdul-Malik Shakir HDF Development Methodology Reference Manual 01/06/2003 ~ 12/26/2003 – Abdul-Malik Shakir HDF Metamodel and Model Interchange Format 02/03/2003 ~ 12/26/2003 – Tony Mallia and Lloyd Mckenzie HDF Pilot Projects 01/06/2003 ~ 09/05/2003 – Charlie Mead HDF Developer’s Guide 06/23/2003 ~ 12/05/2003 – Woody Beeler HDF Transition Planning 06/23/2003 ~ 12/26/2003 – Mead Walker April 2003 HL7 Development Framework Tutorial

Unified Modeling Language Metamodel HL7 Development Framework Tutorial

Unified Modeling Language Overview
The models used in the HL7 V3 process are based upon the Unified Modeling Language (UML). UML is a graphical language for visualizing, specifying, constructing, and documenting the artifacts of a software-intensive system. UML is an Object Management Group standard that represents the unification of best practices in practical object-oriented modeling. Development of the UML began in 1994 when James Rumbaugh and Grady Booch of Rational Software Corporation began combining the concepts from the Object Modeling Technique (OMT) and Booch methods, resulting in a unified specification in 1995. In the Fall of 1995, Ivar Jacobson joined Rational and the unification effort, merging in the Object-Oriented Software Engineering method (OOSE). The joint work of Rumbaugh, Booch, and Jacobson was called the Unified Modeling Language (UML). April 2003 HL7 Development Framework Tutorial

UML Core Development Team
The following persons were members of the core development team for the UML proposal or served on the first or second UML Revision Task Force: Colorado State University: Robert France Computer Associates: John Clark Concept 5 Technologies: Ed Seidewitz Data Access Corporation: Tom Digre Enea Data: Karin Palmkvist Hewlett-Packard Company: Martin Griss IBM Corporation: Steve Brodsky, Steve Cook I-Logix: Eran Gery, David Harel ICON Computing: Desmond D’Souza IntelliCorp and James Martin & Co.: James Odell Kabira Technologies: Conrad Bock Klasse Objecten: Jos Warmer MCI Systemhouse: Joaquin Miller OAO Technology Solutions: Ed Seidewitz ObjecTime Limited: John Hogg, Bran Selic Oracle Corporation: Guus Ramackers PLATINUM Technology Inc.: Dilhar DeSilva Rational Software: Grady Booch, Ed Eykholt, Ivar Jacobson, Gunnar Overgaard, Jim Rumbaugh SAP: Oliver Wiegert SOFTEAM: Philippe Desfray Sterling Software: John Cheesman, Keith Short Sun Microsystems: Peter Walker Telelogic: Cris Kobryn, Morgan Björkander Taskon: Trygve Reenskaug Unisys Corporation: Sridhar Iyengar, GK Khalsa, Don Baisley April 2003 HL7 Development Framework Tutorial

Primary Design Goals of the UML
Provide users with a ready-to-use, expressive visual modeling language to develop and exchange meaningful models. Furnish extensibility and specialization mechanisms to extend the core concepts. Support specifications that are independent of particular programming languages and development processes. Provide a formal basis for understanding the modeling language. Encourage the growth of the object tools market. Support higher-level development concepts such as components, collaborations, frameworks and patterns. Integrate best practices. April 2003 HL7 Development Framework Tutorial

UML Model Views and Diagrams

UML Model Diagrams and Views
Use Case Diagram Class Diagram Behavior Diagrams: State-chart Diagram Activity Diagram Interaction Diagrams: Sequence Diagram Collaboration Diagram Implementation Diagrams: Component Diagram Deployment Diagram April 2003 HL7 Development Framework Tutorial

Packages of the UML Metamodel
Foundation Core Datatypes Extension Mechanisms Behavioral Elements Common Behavior Collaborations State Machines Activity Graphs Use Cases Model Management April 2003 HL7 Development Framework Tutorial

UML Metamodel - Foundation Core

UML Metamodel - Foundation Core
Models contain Model Elements including the generalizable element “Classifier”. Classifiers have structural and behavioral Features such as attributes, operations, and methods. April 2003 HL7 Development Framework Tutorial

UML Metamodel – Model Management

A Package forms a Namespace for the model Elements it owns. A Package may import Model Elements owned by other Packages. A model is a type of Package. April 2003 HL7 Development Framework Tutorial

UML Metamodel – Common Behaviors

UML Metamodel – Common Behaviors
UML Behavioral specifications include a sequence of Actions with an ordered set of Arguments. UML Actions include create, call, return, send, terminate, destroy, and uninterpreted actions. April 2003 HL7 Development Framework Tutorial

UML Metamodel - Extension Mechanisms

The UML Metatmodel is extended by using: Stereotypes Tag Definition Constraints Tagged Values. April 2003 HL7 Development Framework Tutorial

UML Extension Mechanisms
Stereotype A stereotype is, in effect, a subclass of an existing metamodel element with the same form (attributes and relationships) but with different intent. A stereotyped element may have additional constraints on it from the base metamodel class. It may also have tagged values that add information needed by elements branded with the stereotype. Tag Definition Tag definitions specify new kinds of properties that may be attached to model elements. The actual properties of individual model elements are specified using Tagged Values. Tag definitions are used to define the virtual meta attributes of the stereotype to which they are attached. Stereotype Constraint Designates constraints that apply to all model elements branded by the stereotype to which they are attached. A constraint is semantic information attached to a model element that specifies conditions and propositions that must be maintained as true; otherwise, the associated model element is not well-formed. Tagged Value A tagged value is a keyword-value pair that may be attached to any kind of model element. The keyword is called a tag. Each tag represents a particular kind of property applicable to one or many kinds of model elements. April 2003 HL7 Development Framework Tutorial

HL7 Development Framework Metamodel HL7 Development Framework Tutorial

HDF Metamodel Development
MDF Metamodel v1.16 UML Metamodel v1.4 Compare the MDF Metamodel to the UML Metamodel MDF to UML Comparision Construct the HDF Metamodel and Profile Specification Proposed revisions to the vocabulary portion of the MDF metamodel HDF Metamodel HDF Metamodel UML Profile Specification April 2003 HL7 Development Framework Tutorial

HL7 Message Development Framework Metamodel
The MDF metamodel v1.13 is included in the December 1999 MDF (v3.3). The MDF metamodel was updated in August 2000 (v1.14) to include major revisions to the message design model. The MDF metamodel was updated again in May of 2002 (v1.16) to reflect major revisions to the practice of producing design information models based upon the RIM. The HDF Metamodel is base upon a comparison of the UML v1.4 metamodel to v1.16 of the MDF metamodel (including proposed revisions to the vocabulary portion). April 2003 HL7 Development Framework Tutorial

Packages of the MDF Metamodel
Model Identification and Scope Use Case Model Reference Information Model Information Model Vocabulary Domain Model Datatype Model Message Specification Model Design Information Model Hierarchical Message Description Interaction Model Application Roles Interactions April 2003 HL7 Development Framework Tutorial

Packages of the UML Metamodel
Foundation Core Datatypes Extension Mechanisims Behavioral Elements Common Behavior Collaborations State Machines Activity Graphs Use Cases Model Management April 2003 HL7 Development Framework Tutorial

Mapping of the MDF to UML

MDF to UML Metamodel Mapping Discrepancies
Model identification data needs to be expanded to include data needed for HL7 model management such as responsible HL7 committee and project. Provisions are needed to address the MDF meta-classes Composite Datatype and Datatype Component. Significant enhancements to the UML metamodel is needed to address the issue of Vocabulary domains. The concepts introduced by MDF in the Design Information Model and Hierarchical Message Description packages are completely addressed within the UML metamodel however; significant rethinking of the jargon and processes in this area is required. The mapping of concepts in the Interaction Portion of the MDF metamodel is fairly straight forward. Most of the conceptual difficulties come as a result of unfortunate homonyms between the two metamodels. For example, each model includes the terms Interaction but with different semantics. The UML metamodel features used to express constraints will need to be more elaborate than a simple Boolean text expression. Constraints are a major component of any HL7 standard specification. The MDF concepts of Receiver Responsibility and Trigger Event will need to be resolved with the overlapping concepts of Action and Event in the UML metamodel. April 2003 HL7 Development Framework Tutorial

MDF: Model Identification and Scope

HDF: Model Management Extensions to the UML Metamodel April 2003 HL7 Development Framework Tutorial

The HL7 UML Profile uses the UML extension mechanisms to define HL7 stereotypes and tags. Each HL7 Stereotype is associated with a single UML base class. A list of Tags and Constraints is specified for each stereotype. A definition is provided for each Tag specified for sterotypes. April 2003 HL7 Development Framework Tutorial

Stereotypes in the HL7 Profile
Clone CodedValue CodeSet DataTypes DIM HL7Attribute HL7DataType HL7Model HL7ModelElement HL7Package RegisteredCodeSystem RIM UsageContext Vocabulary VocabularyDomain April 2003 HL7 Development Framework Tutorial

HDF UML Profile Stereotype Specifications

HDF UML Profile Tag Value Specifications

HDF Metamodel HDF Metamodel = UML Metamodel + HDF UML Profile UML Metamodel v1.4 HDF UML Profile v1.0 HDF Metamodel v1.0 April 2003 HL7 Development Framework Tutorial

HDF Model Interchange Format HL7 Development Framework Tutorial

Model Interchange Requirements
Rational Rose Rose Tree Model Repository Design Database / Publication Database RMIM Designer Schema Generator April 2003 HL7 Development Framework Tutorial

Model Interchange Format Objectives
Leverage the technology independent characteristic of XML Establish stability in the format of files used to exchange model artifacts between tools Facilitate the validation of model interchange files Facilitate the exchange of model artifacts with external entities Prepare for implementation of registries, templates, and conformance profiles April 2003 HL7 Development Framework Tutorial

MIF Schema Specifications
mifBase.xsd mifConformanceProfile.xsd mifDatatype.xsd mifDynamicElements.xsd mifExtendedMarkup.xsd mifGlossary.xsd mifImplementationElements.xsd mifPackage.xsd mifPatternTypes.xsd mifStaticBase.xsd mifStaticModelBase.xsd mifStaticModelFlat.xsd mifStaticModelSerialized.xsd mifTemplateElements.xsd mifVocabularyElements.xsd pubDisplayMarkup.xsd April 2003 HL7 Development Framework Tutorial

Planned MIF Activities
Conduct a peer-review of the MIF schema specifications Align relevant portions of the MIF schema specifications with the HDF metamodel Migrate existing tooling interfaces to use the MIF schemas Use the MIF schema specifications for definition of an HL7 artifact registry Extend the MIF schema specifications for use in conformance, templates, localizations, . . . April 2003 HL7 Development Framework Tutorial

Session I Review HL7 Development Framework Project Unified Modeling Language Metamodel HDF UML Profile and Metamodel HDF Model Interchange Format April 2003 HL7 Development Framework Tutorial

Cookie Break – 30 Minutes April 2003 HL7 Development Framework Tutorial

Session II Overview HL7 Message Development Framework HDF Development Methodology HDF Pilot Projects HDF Developer’s Guide HDF Transition Planning April 2003 HL7 Development Framework Tutorial

HL7 Message Development Framework HL7 Development Framework Tutorial

The MDF Methodology Overview

MDF Models and Process Flow
Information Model State Diagram Class Diagram Define vocabulary domains and codes Define states, transitions and triggers Define classes, attributes, and relationships Spec RIM Spec Use Case Model Use Case Diagram Spec UCM Spec Associate Actors and Use Cases Develop Scope Identify actors and Use Cases Storyboard Interaction Model Interaction Diagram Define Application Roles Define Interactions Define Conformance Criteria Spec Inter Spec Message Design 2-nd Order 1 choice of 0-n Drug 0-1 Nursing h//mt:50”d” … Develop Refined Message Information Model (RMIM) Specify HMD & METs with constraints Specify CMET April 2003 HL7 Development Framework Tutorial

HL7 V3 Conceptual Model April 2003 HL7 Development Framework Tutorial

HL7 V3 Conceptual Model An Application Role is the sender or receiver of one or more Interaction. An Interaction fulfills a information exchange requirement defined in Storyboards and exemplified in Storyboard Examples. An Application Role sends an Interaction in response to a Trigger Event or as part of its receiver responsibility. A Trigger Event is associated with a state transition of a Reference Information Model (RIM) class or with a temporal event. An Interaction contains one or more Message Type defined in an Hierarchal Message Description (HMD). An HMD is a constrained tabular view of hierarchically ordered data structures from a Refined Message Information Model (R-MIM). A R-MIM is a constrained refinement of a Domain Message Information Model (D-MIM). A D-MIM is a domain specific instantiation of a subset of classes, attributes, and relationships derived from the RIM. April 2003 HL7 Development Framework Tutorial

Simplified MDF Metamodel
Information Modeling Interaction Modeling Message Design Use Case Modeling April 2003 HL7 Development Framework Tutorial

MDF Methodology in a nut shell
Use Case Modeling Produce a storyboard example Generalize the storyboard example into a storyboard Information Modeling Define classes, attributes, datatypes, and relationships Define vocabulary domains, value sets, and code systems Define states, trigger events, and transitions Interaction Modeling Define application roles Define interactions Message Design Define D-MIM, R-MIM, and CMETs Define HMD and Message Types April 2003 HL7 Development Framework Tutorial

HL7 V3 Methodology (in English)
What application interface problem are we trying to solve? What application systems are within the scope of the problem domain? What information needs to be communicated between the in-scope applications? What is the definition, format, and interrelationship of the information to be communicated? What events initiate communication between applications? How should the information to be communicated between applications be structured and packaged? April 2003 HL7 Development Framework Tutorial

HL7 Development Framework Methodology

Seven Phases of the HDF Methodology
Project initiation and management Requirements gathering and analysis Requirements normalization and harmonization Specification design and packaging Specification publication and balloting Specification refinement and localization Specification implementation and validation April 2003 HL7 Development Framework Tutorial

HDF Methodology Phases
Project Initiation and Management: Prepare project charter and define the scope, objective, and approach for the project. Requirements Gathering and Analysis: Prepare a requirement specification with models of the static, behavioral, and business rule requirements of the standards to be developed. Requirements Normalization and Harmonization: Normalize the requirements models to adhere to the structure and style of the HL7 reference models and reconcile variances between the requirements models and the HL7 reference models. Specification Design and Packaging: Derive specification design models from HL7 Reference Models guided by the contents of the requirements specification. Specification Publication and Balloting: Assemble the specification designs into ballot packages and conduct committee and membership level ballots. Publish the membership approved specification as a standard. Specification Refinement and Localization: Define context sensitive refinements of balloted standards and register the refined specification as a usage template for the standard. Refine and extend balloted specifications to accommodate unique local requirements within the jurisdiction of HL7 international affiliates. Specification Implementation and Validation: Prepare and register implementation profiles describing the implementation of the HL7 specification within a particular application or vendor product line. Prepare a conformance profile documenting the adherence of a particular implementation to standard, template, or localization specifications. April 2003 HL7 Development Framework Tutorial

The HDF Methodology Workflow

Eight Work Products of the HDF Methodology
Project Charter Requirements Specification Reference Model Design Model Standard Specification Template Specification Implementation Profile Conformance Specification April 2003 HL7 Development Framework Tutorial

HDF Development Methodology Reference Manual Core Chapters
Project initiation and management Jane Curry Requirements gathering and analysis Charlie Mead Requirements normalization and harmonization Abdul-Malik Shakir Specification design and packaging Specification publication and balloting Karen VanHentenryck Specification refinement and localization Jenny Puyenbroek Specification implementation and validation April 2003 HL7 Development Framework Tutorial

Project Initiation Define the project scope and objectives Identify project assumptions and constraints Identify major project deliverables Identify project resource requirements Develop project plan with timeline for project phases, activities, and tasks Obtain required project approvals April 2003 HL7 Development Framework Tutorial

Project Charter Content
What is the name and description of the project? Who are the stakeholders involved? What are their roles? Why is the project necessary? What benefit or value will it produce? What are the objectives of the project? What are the expected outputs? What will need to be done to accomplish the objectives? What skills are needed? What tools will be used? Is this project dependent on the output or decisions of other work? What is the expected duration of the project? What is the expected work effort? What are the expected costs? What are the possible risks, both technical and organizational, in undertaking this project? What are the assumptions or constraints that must be accommodated? April 2003 HL7 Development Framework Tutorial

Requirements Gathering and Analysis
Prepare storyboards and storyboard examples that elaborate upon the project scope statement. Conduct an analysis of the storyboards to identify potential Actors, Activities, and Use Cases. Construct Use Case and Activity models depicting the behavioral component of the requirements. Identify information requirements and construct an information model depicting the static component of the requirements. Prepare Collaboration and Sequence diagrams to depict the interaction requirements. Document relevant business rules and constraints governing models, diagrams, and specifications. Update the Project Charter as needed. April 2003 HL7 Development Framework Tutorial

Requirements Specification Content
A dynamic description (via UML Activity Diagram) of the healthcare business process(es) driving the required data/information exchange A static description (via UML Class Diagram) of the concepts involved in the business process (including the structure and relationships of the data/information to be exchanged in the course of the business process) A glossary which carefully and completely defines each of the concepts (and concept attributes) depicted in the static diagram A Use Case model which identifies the system involved in the actual HL7 data/information exchange and the Conformance-based Application Roles that govern this conformance April 2003 HL7 Development Framework Tutorial

Requirements Normalization and Harmonization
Map models from the Requirements Specification to Reference Models. Revise models in the Requirements Specification based upon discoveries made during the mapping process. Document proposed changes to Reference Models to accommodate previously unidentified requirements. Follow the reference model harmonization process to adjudicate the proposed changes to Reference Models. Revise the Requirements Specification as needed and its mapping to the Reference Models. April 2003 HL7 Development Framework Tutorial

Requirements Normalization and Harmonization
A cross-reference between static requirements and HL7 reference models; An updated requirements specification document; A collection of proposed enhancements to the HL7 reference models. Requirements Harmonization Adjudicated Reference Information Model change proposals; An updated Reference Information Model; A re-expression of the static requirements using terms and structures from the updated Reference Information Model. April 2003 HL7 Development Framework Tutorial

Specification Design and Packaging
The Requirements Specification is used to drive the transformation of Reference Models into Design Models. The HDF UML Profile provides constraints to aid in ensuring that design models are well-formed and depict the requirements in a way that remains consistent and traceable back to harmonized reference models. The contents of design models are organized into interdependent packages that partition the design space by domain, sub-domain, and target standard type (message, document, component). Common or reusable design artifacts are packaged in a way that makes them assessable across design models and design model packages. April 2003 HL7 Development Framework Tutorial

Specification Design and Packaging
Information Structure Design Behavioral Features Design Business Rules Design Specification Packaging Packaging Reusable Specifications Packaging According to Specification Type Packaging Normative And Informative Specifications April 2003 HL7 Development Framework Tutorial

Specification Publication and Balloting
Design model content from multiple committees are merged and re-packaged in preparation for publishing. Conflicts and inconsistencies among design models are resolved, including the resolution of artifact identifiers and inter-model references. A publication package is assembled for each specification to be balloted and a committee level ballot is conducted. Multiple committee level ballots may be required to resolve negative comments received during balloting. A full membership ballot is conducted and upon successful completion the design specification becomes an HL7 standard. At the discretion of the HL7 Board selected HL7 balloted standards are submitted for publication as national or international standards (i.e., ANSI or ISO). April 2003 HL7 Development Framework Tutorial

Committee and Member Level Ballot
Committee Level Ballot Announcing your committee’s plans to ballot Submitting your committee ballot content Monitoring the ballot responses Resolving negative votes submitted against your TC/SIG content Advising the submitters of negative votes/comments of the disposition of their vote/comment Member Level Ballot Obtain the TSC Chair’s authorization to submit your content for membership ballot Announcing your committee’s plans for a membership ballot Building membership consensus on the disposition of the negative votes/comments Appealing the disposition of their votes/comments April 2003 HL7 Development Framework Tutorial

Specification Refinement and Localization
Specification refinement involves the application of additional restrictions to balloted specifications to constrain the standard for use in a particular context. Specification localization is a privilege available only to HL7 international affiliates. It includes specification refinement and RIM-based extensions to the content of balloted HL7 standards. April 2003 HL7 Development Framework Tutorial

Specification Refinement and Localization
The balloted HL7 Standard is designed to serve the needs of a large and diverse population of users. It is sometimes necessary to defined additional refinements and constraints to the standard to facilitate its use in a particular context. Context for used of a standard might be influenced by uniqueness in the jurisdiction, region, or clinical discipline for which the standard is to be applied. Because of the international nature of the HL7 standard the need for regional or local refinements is anticipated and the process for localization of the standard is formalized in the HDF. Refinements are applied to the standard specification much in the same way as the iterative refinement that occurred during design. Each refinement may further constrain multiplicities and optionality specified in the standard and may include allowed datatype or vocabulary domain substitutions. The resulting refined/localized standard is a template specification. The template may be registered with HL7 where others in the community defined by the context of the template may access it for use as an extension to the standard specification. April 2003 HL7 Development Framework Tutorial

Specification Implementation and Validation
Standard specifications, templates, and localizations are input to the specification implementation and validation phase. New and/or revised template specifications are output from the implementation and validation phase. Implementation profiles and conformance specifications are the primary outputs of the specification and validation phase. April 2003 HL7 Development Framework Tutorial

Specification Implementation and Validation
Implementation of the standard involves mapping the information component of the standard to data structures in a particular application and incorporating the behavior aspects of the standard into the behavior of the application. The standard specification or localization along with template specifications are used by implementers to develop an implementation profile that describes the design of a particular implementation. The implementation profile includes documentation of the use of extension mechanisms built into the standard, the resolution of choice and optional structures, and a statement of the adherence of the application to sender and receiver responsibilities defined in the standard or template. An Implementation Profile may be used to represent the capabilities of a particular developer’s application or it may be used to represent the implementation specific requirements of a potential consumer of a vendor product. A conformance specification documents the implementation profile in a format that can be validated against the standard. The conformance specification once validated would highlight those portions of the Implementation Profile that are non-conformant with HL7 standard specifications and localizations. April 2003 HL7 Development Framework Tutorial

The HDF Methodology Overview

HDF Methodology Tasks and Timeline
01/06/03 ~ 03/07/03 Complete preliminary version of core chapters 03/10/03 ~ 04/04/03 Review preliminary version of core chapters 03/31/03 ~ 06/20/03 Finalize core chapters 05/26/03 ~ 06/20/03 Prepare ancillary chapters 06/16/03 ~ 07/25/03 Prepare HDF master document 07/28/03 ~ 11/28/03 Review and finalize the HDF methodology reference manual 12/01/03 ~ 12/26/03 Publish release 1 of the HDF development methodology reference manual April 2003 HL7 Development Framework Tutorial

HDF Pilot Projects April 2003 HL7 Development Framework Tutorial

Pilot Projects The objectives of HDF pilot projects are to: Aid in process definition and the discovery of best practices Validate assumptions concerning the development processes Demonstrate the development methodology processes Exemplify deliverables of the methodology Roster of project pilots: NICTIZ Perinatology Project – Irma Jongeneel X12N-TG3-WG2 – Kathleen Connors IDPH Trauma Registry Export – Abdul-Malik Shakir Pilot Project Activities 01/06/03 ~ 03/28/03 – Identify projects to use as pilots 03/31/03 ~ 08/01/03 – Apply the HDF process to the pilot projects 05/05/03 ~ 09/05/03 – Document pilot outcomes and process feedback April 2003 HL7 Development Framework Tutorial

HDF Developer’s Guide April 2003 HL7 Development Framework Tutorial

Developer’s Guide The HDF Developer’s Guide is one of many anticipated companion documents of the HDF Development Methodology Reference Manual Content of the HDF Developer’s Guide: Initiation thru Design ~ Charlie Mead Design thru Implementation ~ Jennifer Puyenbroek Tools and Techniques ~ Woody Beeler HDF Developer’s Guide Activities 06/23/03 ~ 10/24/03 – Prepare the HDF Developer’s Guide 10/27/03 ~ 12/05/03 – Publish the HDF Developer’s Guide April 2003 HL7 Development Framework Tutorial

HDF Transition Planning HL7 Development Framework Tutorial

HDF Transition Planning
Communication Awareness Raising Soliciting Support Managing Expectations Validating Assumptions Retaining Motivation Coordination Within the project team Between Committees Between Projects With External Activities Education Practitioners Administrators Implementers April 2003 HL7 Development Framework Tutorial

Session Overview Session I HL7 Development Framework Project Unified Modeling Language Metamodel HDF UML Profile and Metamodel HDF Model Interchange Format Session II HL7 Message Development Framework HDF Development Methodology HDF Pilot Projects HDF Developer’s Guide HDF Transition Planning April 2003 HL7 Development Framework Tutorial

Abdul-Malik Shakir Thank You Principal Consultant Shakir Consulting
1911 Foothill Blvd., Suite 148 La Verne, CA 91750 Office: (909) Mobile: (626) April 2003 HL7 Development Framework Tutorial

HL7 Development Framework Tutorial

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