The caDSR Requirements Planning Index Page was designed to provide a single entry to the product release planning process for caDSR. This gives end users, stakeholders, developers, analysts, product managers, and project managers a central place on the Wiki to find current and future planning documentation for in-scope features for all caDSR products.

This page has been segregated into the following sections, to ensure clarity as to the status of each of the projects, and to retain central access to legacy documentation in the event it is needed:

Please note that all entries on this page refer to tools and database changes for caDSR and later. See caDSR 4.0 Scope and Approach for an overview of the intentions and plans for the 4.0+ versions of the caDSR Database and Tools.

The requirements document for each product release functions as the central place for an official sign off on all features being requested by users and stakeholders. The Construction Phase for a feature will not begin until official sign-off is in place from the identified end user or stakeholder.

For additional information and links to currently deployed products and Release Notes, see the following pages:

For reference you may also want to see caDSR Development Activities (requires login) for currently active projects.

Currently Active caDSR Projects


Release Number

Change Summary

Related Document(s)

Test/QA Document(s)


UAT Schedule Date

Release Notes

SIW/UML Loader4.2.1Fixes to Struts

March 2, 2018
SIW and UML Loader 4.2.1 Release Notes
Form Builder5.0.9 (Beta)
  • Upgraded tech stack
  • Upgraded security
  • Improved Form navigation and orientation
  • Improved Graphical User Interface
  • Streamlined workflows
  • Consolidated pages, placement of buttons, and consolidated actions
  • Enabled extensibility
  • Improved performance

November 18, 2016

  • UAT 9/29-10/7
  • UAT 10/31-11/7
caDSR Form Builder QA 5.0.9 Release Notes
Form Builder4.1.2

This is a tech stack only release to support CT 4.1 outside the bubble.

    • Upgrade to JBoss Wildfly 8.2
    • Upgrade to Java 1.8
    • Upgrade NIH logos

Sept, 2016
Form Builder 4.1.2 Release Notes
Curation Tool


The application support link was updated

Oct. 18, 2018

CDE Curation Tool 4.1.8 Release Notes

CDE Browser


The application support link was updated

November, 2018
CDE Browser 5.3.5 Release Notes
Password Change Station


The application support link was updated

November, 2018

caDSR Password Change Station 1.0.2 Release Notes



The application support link was updated

November, 2018

caDSR Sentinel Tool 4.0.7 Release Notes

caDSR APIs4.1.7The application support link was updated.

Sept, 2018

caDSR APIs 4.1.7 Release Notes

Future Planning - Unmet Needs

Metadata Curation Capabilities

  • Improved searching for existing content

  • Bulk Upload provisional/skeletal CDEs without all their parts fully formed

  • Enhance/upgrade use of standard Value Sets such as found in LexEVS and NLM VSAC repository

  • Detect/eliminate duplication of Value Domains and Value Meanings

  • Ability to save customized downloads in Curation Tool

  • Ability to target harmonization of CDEs in a particular Classification
    • E.g when searching for or creating a new DEC, look for close matches with DECs related to those CDEs in a particular classification

Metadata Browsing

  • Improved searching for existing
    • e.g. Natural language, lists of valid values

  • Ability to find and display semantically related content


  • Enhance UI, Object Cart,  and download to include the Data Element Derivation details and component Data Elements

  • Provide export to REDCap and other standard formats

Metadata Cleanup

  • Merge duplicate caDSR content based on 11179 model (ignore prior business rules that permitted semantic duplicates in different Contexts)
    • e.g. Value Meanings, Object Class, Property

caDSR Metamodel enhancements

  • Refactor to support DEC associated with a single pre-coordinated concept representing the OC/Prop

  • Enhance/refactor recording concept associations to include the terminology system name, version and id

  • Enhance/Harmonize caDSR Forms model to support emerging ONC SDC/MFI-13 forms

  • Enhance Data Element Derivation to include structured rule to provide more granular metadata attributes including cardinality for each component element
    • e.g. provide better support for recording standard panels such as blood pressure

Completed caDSR Releases

The following table is limited to caDSR projects that were completed and put into production. For projects whose work was halted or which were folded into other projects, see Legacy caDSR Projects below.


Release Number

Project Document(s)

Test/QA Document(s)

Status/Date to Production

Release Notes

Admin Tool4.0.0.1caDSR Content and Administration Tool Scope DocumentN/AApril 7, 2009caDSR Administration Tool Release Notes
Admin Tool4.0.1caDSR Content and Administration Tool 4.0.1 Scope DocumentTest Case (AdminTool_401_DW_Review_06142010)July 15, 2010caDSR Administration Tool 4.0.1 Release Notes
Admin Tool EVS Browser Component4.0.1Admin Tool EVS Browser 4.0.1 Release Requirements Test CaseAugust 11, 2014Admin Tool EVS Browser 4.0.1 Release Notes
Bulk Loader1.0
  • Support for:
    • Replace specific PV Value
    • Replace specific PV Value Meaning long name and add Value Meaning Designations
See Jira ticket for test dataSeptember 16, 2014
caDSR DB4.0 - Database Increments ScopeN/AN/AcaDSR Database Increments Release Notes
caDSR DB4.0.0.8caDSR Database Scope DocumentTest Case (Database Test Cases)Jan 12, 2010caDSR Database Release Notes
caDSR API4.1.1
  • Bug fix: API 4.0 and 4.1 return different results, build issue with caDSR SDK

May, 2015

caDSR API 4.1.1 Release Notes
caDSR API4.1

caDSR API 4.1 Release Requirements caDSR API 4.1, merge Freestyle API, RESTful Services System Use Cases

caDSR API 4.1 Systems Use Cases

caDSR API 4.1 Design Document

July 23, 2014caDSR API 4.1 Release Notes
caDSR API4.0.0.1caDSR API ScopeTest CaseApril 14, 2009

caDSR API Release Notes

caDSR API4.1.2This is a tech stack only release to move application  outside the Shady Grove bubble..
  • Upgrade to JBoss Wildfly 8.2
  • Upgrade to Java 1.7
  • Upgrade NIH Logo

September 16, 2016caDSR API 4.1.2
 caDSR API4.1.3

Upgrade to HTTPS

Upgrade to Struts

December, 2016

January, 2017

caDSR API 4.1.3 Release Notes
caDSR API4.1.5Address Struts Vulnerability
March, 2018caDSR APIs 4.1.5 Release Notes
caDSR API4.1.6Address Struts Vulnerability
Sept., 2018caDSR APIs 4.1.6 Release Notes
CDE Browser5.3.2

CDEBROWSER-856  You can now search for a CDE by Alternate Name even if the Alternate Name Type contains a special character.

 October, 2017CDE Browser 5.3.2 Release Notes
CDE Browser5.3.1This release will include fixes to the CDE lookup using NCIt concepts used by EVS NCIt Browser, Registration Status to be included for DEC and VD in Excel download, and fixes that prevent Data Element Details pages from opening.
 September, 2017CDE Browser 5.3.1 Release Notes
CDE Browser5.3.3This release fixed issues when selecting Classification Scheme Items in combination with the Additional Search Criteria.
Feb 9, 2018CDE Browser 5.3.3 Release Notes
CDE Browser5.3.4This release contained fixes to the Compare Matrix, downloading a template when attached to a form, and addressed 508 Compliance issues.
July, 2018CDE Browser 5.3.4 Release Notes
CDE Browser4.0 - 4.0.2CDE Browser Scope Index
  • 4.0 - Dec 8, 2008
  • - March 16, 2009
  • 4.0.1 - April 27, 2009
  • - June 1, 2010
  • 4.0.2 - March 30, 2011
CDE Browser Release Notes Index
CDE Browser4.0.3Section 508 ComplianceJune 7, 2013CDE Browser 4.0.3 Release Notes
CDE Browser4.0.4Security App Scan FixesAugust, 2013CDE Browser 4.0.4 Release Notes
CDE Browser4.0.5
  • CDE Browser 4.0.5 Release Requirements
  • Priority fixes to: CDE Direct Link URL and Search by CDE Name should return only the latest version of the CDE, not all versions. See CDE Browser 4.0.5 Release Requirements

April, 2015CDE Browser 4.0.5 Release Notes
CDE Browser5.0
  • Re-implement to remove BC4J and upgrade technology stack

CDE Browser 5.0 DRAFT Release Notes

CDE Browser5.2The is a new feature release to finish provisioning the high priority features in order to replace the CDE Browser 4.0.5. (CDE Browser 5.1 was a BETA release only)
September 16, 2016CDE Browser 5.2 Release Notes
CDE Browser5.2.1This release is designed to remove any https links and to NIH or other caDSR tools. Also fixes the CDE Details link.
December, 2016CDE Browser 5.2.1 Release Notes
CDE Browser5.2.2This release will restore the CDE Cart Valid Value tags to the pre-5.0 syntax, add PV Count, fix Value Domain Decimal Place and Minimum Length values to display correctly.
 Jan. 19, 2017CDE Browser 5.2.2 Release Notes
CDE Browser5.3This release will include user interface improvement, search type-ahead, classification scheme containers, and issues with regard to retrieving/saving CDE Cart.
 August 23, 2017CDE Browser 5.3 Release Notes

Curation Tool4.0.2.1 PatchGF 31499 Add All LexEVS Vocabs except PDQ to Curation ToolIn Production Nov 7, 2011CDE Curation Tool patch Release Notes
Curation Tool4.0.2.1CDE Curation Tool ScopeTest Case ( Test Cases test result)In Production September 20, 2010CDE Curation Tool Release Notes
Curation Tool4.0 - 4.0.2CDE Curation Tool Release Scope Index

4.0.1 - Test Case (Curation_4010_Test_Cases)

4.0.2 - Test Plan (Curation Tool 402 Test Cases_July13)

N/ACDE Curation Tool 4.0 Release Notes Index

Curation Tool

  • Customizable Download,
  • Defect fixes
  • Use of NCIP as default context
  • Technology Stack Upgrade including LexEVS 6.1
  • 508 Compliance and appScan
CDE Curation Tool 4.1 Release Deferred to 4.1.1 Notes
Curation Tool4.1.1

This release is primarily to fix AppScan issues. When making these changes, several features were broken and had to be reimplemented.

  • AppScan fixes
  • Bug Fixes

June 2016Curation Tool 4.1.1  Release Notes
Curation Tool4.1.2

This is a tech stack only release to support CT 4.1 outside the bubble.

    • Upgrade to JBoss Wildfly 8.2
    • Upgrade to Java 1.8
    • Upgrade NIH Logo

Sept. 2016Curation Tool 4.1.2 Release Notes
Curation Tool4.1.3This is a bug fix release to address special character issues, DEC editing issues, upgrade LexEVS to https connections, and other bugs found in 4.1.2.
Dec. 2016Curation Tool 4.1.3 Release Notes
Curation Tool4.1.4This release addresses issues with database connections, user account lockouts, and memory usage.
Jan. 25, 2017Curation Tool 4.1.4 Release Notes
Curation Tool4.1.5This release will fix various bugs when creating new content, including fixing the URL link to the CDE Browser Details, fixing the DEC an VD editing window so it does not extend paste editing window, and allowing PV/VM End Date to be set without creating a new PV/VM public id.
May 05, 2017Curation Tool 4.1.5 Release Notes
Curation Tool4.1.6This release addresses 508 remediation and upgrades the version of the EVS API.
 Feb 28, 2018

CDE Curation Tool 4.1.6 Release Notes

Curation Tool4.1.7This release was to upgraded to LexEVS 6.5
May 14, 2018CDE Curation Tool 4.1.7 Release Notes

cgMDR 0.5 Release Scope Document

Beta release January 10, 2011cgMDR .05 Release Notes
Bulk Loader0.5caDSR Bulk Loader 0.5 Scope Document
  • Test Case (caDSR Bulk Loader 0.5 test cases VER_0_5_0_16)
  • UAT (UAT Planning)
Beta release January 10, 2011Bulk Loader Tool 0.5 Release Notes
DatabaseUpgrade 11gThis is a DB upgrade, impacts all caDSR tools on all tiers.
September, 2016
Form Builder4.0.3.1Patch release to address special character issueIn Production November 26, 2013Form Builder Release Notes
Form Builder4.0.3Form Builder 4.0.3 Scope
In Production Oct, 2010Form Builder 4.0.3 Release Notes
Form Builder4.0 - 4.0.2Form Builder Increments Scope and Development
  • 4.0 - Dec 8, 2008
  • - Feb 9, 2009
  • 4.0.1 - June 19, 2009
  • 4.0.2 - Oct 28, 2009
Form Builder Increments Release Notes
Form Builder


(formerly 4.0.4 and 4.1 and Form Loader)

  • New form cart
  • Download changes
  • Performance improvements
  • Default context change (caBIG to NCIP)
  • Incorporate Form Loader service for creating, versioning, and unloading forms
  • Technology stack upgrade
  • Resolve 508 Compliance and AppScan issues
    Included Form Loader requirements:
May 2016
Form Builder 4.1  Release Notes
Form Loader4.1Form Loader service for uploading new forms and new versions of existing forms  - for use by CBIIT staff for loading customer forms
May, 2016Form Builder/Loader 4.1  Release Notes
Freestyle Search4.0 - 4.0.1Freestyle Search Increments Scope

Test Case

  • 4.0 - Dec 8, 2008
  • 4.0.1 - May 7, 2009
Freestyle Search Increments Release Notes
Object Cart1.0.2.1Technology Stack Upgrade (Struts)
  • May 28, 2014 
caDSR Object Cart Release Notes
Object Cart1.0.2Technology Stack Upgrade
  • 1.0.2 - November 7, 2013
Ob ject Cart 1.0.2 Release Notes
Object Cart1.0.1.2

Object Cart Scope Document

Maintenance Release In Production
Object Cart1.0 - 1.0.1

Object Cart Increments Scope and Use Cases

In ProductionObject Cart Increments Release Notes
Object Cart1.2
  • Upgrade to JBoss Wildfly 8.2
  • Upgrade to Java 1.8
  • Upgrade NIH

September 2016
Password Change Station1.0

Password Security Framework Requirements; caDSR Password Information

Password Change Station 1.0 Release Notes
Password Change Station1.0 patchThis is a tech stack only release to move application  outside the Shady Grove bubble.

Password Change Station1.0.1Techn stack upgrade to JBoss Wildfly 8.2, Java 1.8, and Upgrade NIH logos
Jan 2017caDSR Password Change Station 1.0.1 Release Notes
Sentinel Tool4.0.3Tech Stack Upgrade, Metadata Cleanup, Resolve 508 compliance issues

Released to STAGE, November 2013

Released to PROD, December 2103

Sentinel Tool 4.0.3 Release Notes
Sentinel Tool4.0.2.1Sentinel Tool Scope  Internal LexEVS API upgrade, no functional changes or bug fixes.N/A (no functional changes)Nov 3, 2010caDSR Sentinel Tool Release Notes
Sentinel Tool4.0 - 4.0.2

Sentinel Tool Increments Scope

Test Case (Sentinel 402 Test Cases)
  • 4.0 - Dec 8, 2008
  • - Mar 17, 2009
  • 4.0.1 - June 9, 2009
  • 4.0.2 - Aug 24, 2009
Sentinel Tool Increments Release Notes
Sentinel Tool4.0.4

This is a tech stack only release to move application  outside the Shady Grove bubble.

Upgrade to JBoss Wildfly 8.2

  • Upgrade to Java 1.8
  • Upgrade NIH Logo

September 2016caDSR Sentinel Tool 4.0.4 Release Notes
Sentinel Tool4.0.6

This release addressed 508 issues.

Upgrade to LexEVS 6.5

March, 2018caDSR Sentinel Tool 4.0.6 Release Notes
UML Model Browser4.0.3

Section 508 Compliance
Original 4.0.3 Release pended. See below,

June 17, 2013UML Model Browser 4.0.3 Release Notes
UML Model Browser4.0 - 4.0.2UML Model Browser Increments ScopeN/AN/AUML Model Browser Release Notes Index
Semantic Integration Tools (SIW and UML Loader)4.1.1
  • SIW technology stack upgrade - Upgrade client from Java 1.5 to Java 1.7 and LexEVS 6.0

  • UML Loader technology stack upgrade - Upgrade to Java 1.7 and  to LexEVS 6.0.
 Test Case July 2014

SIW and UML Loader 4.1.1 Release Notes

Semantic Integration Workbench (SIW)4.1

SIW 4.1 Scope Document
Combines Bug Fixes and LexEVS 5.1 Upgrade

Test Case May 2010SIW 4.1 Release Notes
Semantic Integration Workbench (SIW)4.0 - Integration Workbench Increments ScopeN/AN/ASemantic Integration Workbench Increments Release Notes
SIW4.1.2This is a tech stack only release to support CT 4.1 outside the bubble.
  • Upgrade to JBoss Wildfly 8.2
  • Upgrade to Java 1.8
  • Upgrade NIH Logo

September 2016
caDSR SIW/UML Loader4.2Fixes discovered during loading of EDRN CDEs

UML Loader4.0

SIW 4.0 Scope Document (Semantic Tools Scope Release (Semantic Integration Tools)
See also Semantic Integration Workbench (SIW) releases


Legacy caDSR Projects


Planned Release Number

Planning/Scope Document(s)

Test/QA Document(s)


Other Information/Links

caDSR API4.0.0.2caDSR API ScopeN/ADraft PendedN/A
caDSR DB4.0.0.6caDSR Database Scope Document

Test Plan (caDSR 4006 Test cases)

Rolled Back - re-released with Curation Tool 4.0.2caDSR Database Release Notes
CDE Browser4.0.2 PENDEDCDE Browser 4.0.2-pended Scope DocumentN/APended - The scope document represents feedback from the caBIG community on Browser requirementsN/A
Curation Tool4.0.1CDE Curation Tool 4.0.1 ScopeTest Case (Curation_4010_Test_Cases)Released but rolled back. Incorporated in 4.0.2N/A

Clinician Friendly/Content Driven Browser

1.0Content Driven Browser 1.0 Scope DocumentN/ATo be included in Requirements for New Infrastructure componentsN/A
Customizable Download1.0N/AN/ABeing developed as part of Curation Tool 4.1 Release. See above.N/A
NMDP1.0 (Beta)National Marrow Donor Program (NMDP) 1.0 Scope DocumentN/AMost of these features were included in cgMDR .5 + Bulk Loader .5 Scope Documents. See above.N/A
Bulk Loader1.0caDSR Bulk Loader 1.0 Scope DocumentN/APendedN/A
Form Loader1.0N/A

Revised Feb. 25, 2013; Revised Projected Release April 2013
Now incorporated into Form Builder 4.1. See above.

Form Builder4.0.2Form Builder 4.0.2 Scope Pended- appScan and other fixes

Test Case (Test case 4.0.2)

One 4.0.2 version was pended, however a 4.0.2 version was released to production. See above.FormBuilder 4.0.2 Release Notes
Metadata Cleanup

Metadata Cleanup Scope Document

Will be release as a component of the Sentinel Tool. See above
Freestyle Search4.0.1caDSR Freestyle Search 4.0.1 ScopeTest CaseFrozen May 2009, however a 4.0.1 version was released May 2009.caDSR Freestyle Search 4.0.1 Release Notes
MDR (see also cgMDR)

1.0-1 and higher

Object Cart1.1Object Cart 1.1 Scope Document N/APendedN/A
UML Model Browser4.0.3UML Model Browser 4.0.3 Scope DocumentN/APendedN/A
GME Namespace1.0Technical Scope for GME NamespaceN/AN/AN/A