Protégé 1.4 Scope Document

 

Author: [EVS:Project Manager/Technical Lead]
Email: [EVS:Email address for Scope Document contact]
Team: [EVS:For example caDSR, EVS, caGRID, and so on.]
Contract: [EVS:Contract number]
Client: NCI CBIIT
National Institutes of Heath
US Department of Health and Human Services

Sign off

Date

Role

CBIIT or Stakeholder Organization

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The purpose of this document is to collect, analyze, and define high-level needs and features of the National Cancer Institute Center for Biomedical Informatics and Information Technology (NCI CBIIT) Protégé Release 1.4. This document focuses on the functionalities proposed by the product stakeholders and target users in order to make it a better product. The use-case and supplementary specifications document will detail how the framework will fulfill these needs.

Vision and Needs

The objective of this release of Protégé 1.4 is to harden Protege so the project can go into an operation and maintenance mode of operation in lieu of actively developing new releases of the product containing new features.  Protege 1.4 is planned to be the last major release of Protégé.

This release will be performed over five iterations:

Iteration B0 - will focus on merging the 1.3 branch with trunk and will not include the explanation server and explanation tabs.

Iteration B1 - will be a refactoring and hardening iteration focused on making improving and stabilizing the code base.

Iteration B2 - will focus on bugs that were discovered during QA of the 1.3 release and need to be resolved. Any critical 1.4 release bugs found at this point will be fixed as well.

Iteration B3 - will focus on highly desirable "Nice to Have" features.

Iteration B4 - will be dedicated to fixing defects found in 1.4 that are "must haves".  Since 1.4 is currently planned to be the last major release, all critical fixes need to be resolved.

Current Solution

Protégé 1.3 is in production currently and a Protege 1.3.0.1 patch release is scheduled to be released before Protege 1.4 is released.

Iteration B0 (merge into trunk)

GForge number
(hyperlinked)

Brief description of item

(Approved or Proposed)

Merge the 1.3 branch with trunk and create a 1.4 branch.

Approved

Iteration B1 (refactoring and hardening)

GForge number
(hyperlinked)

Brief description of item

(Approved or Proposed)

5967

New concepts go to bottom of the sibling list, rather than alphabetical (C)

Approved

8851

Hardcoding of 'special' classes or properties in NCIEVSHistory and NCIConceptHistory plugins (C)

Approved

10811

Restriction change frozen out (C)

Approved

11018

catch client exception when server is down or being bounced (C)

Approved

11891

deleting classes can cause spurious values showing up in class browser (C)

Approved

13856

When client left open, log file grew to 4 GB (C)

Approved

16533

Unnecessary warning when leaving Copy or Edit pane (C)

Approved

18978

frame caching refactoring. (C)

Approved

18981

Switching subtabs in nciedittab is slow (C)

Approved

18988

Modifications to the reasoning server to support storage plug-ins (C)

Approved

18989

Add context information in reasoner client/server protocol to reject updates to unrelated ontologies (C)

Approved

18990

Reasoner URL as per-project preference (rather than per Protege Server) (C)

Approved

18995

Update C&P Custom Reasoner Plug-in to better integrate as a Protege Reasoner Plug-in (C)

Approved

18996

Update Reasoner Server the latest released version of Pellet 2 (C)

Approved

14480

Make NCIEdit subtabs configurable (E)

Approved

16120

Addition of a date tag to retired concepts and to merged concepts (E)

Approved

18663

Synchronization Errors for Domain Changes of Annotation Properties (CB)

Approved

18232

Language should be serialialized as xml:lang attribute (CH)

Approved

Iteration B2 (1.3 and 1.4 bug fixes)

GForge number
(hyperlinked)

Brief description of item

(Approved or Proposed)

16191

Export of inferred Ontology - Tweaks to output file (A)

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18611

insertion of Brackets in Preferred Name Display

Approved

18599

Language display (B)

Approved

18319

port EVS history plugin to support db inclusions (B)

Approved

3954

Merging two concepts with incoming roles should not result in duplicates (B)

Approved

15889

Merging two concepts with incoming properties should not result in duplicates (B)

Approved

15175

Invalid classification findings if premerge or pre-retire exists (B)

Approved

15381

Adding restrictions and the Advanced Query (B)

Approved

13613

Does not change status of workflow to Updated when manager edits a concept (B)

Approved

16140

Copy Tab allows save of class with duplicate restrictions (B)

Approved

16753

Retain slot delimiters in LQT export (B)

Approved

16926

:ROLE concrete - Prompt bug fix (B)

Approved

16928

Ampersands in property values affecting copy/clone function (B)

Approved

9101

Automated creation of EVSHISTORY and CONCEPTHISTORY tables on first use (B)

Approved

9298

Prompt - accept and reject icons in 'changed by' panel of 'table' view don't work (B)

Approved

11115

PROMPT- 'Table View' crashes after visting 'Show sources' window (B)

Approved

12358

PROMPT- Reject button in Tree view produces error message to the console (B)

Approved

14404

If character in slot matches delimiter then export misaligns values (B)

Approved

16873

History records created on classification in client--server mode (B)

Approved

16983

Duplicates Items displayed on the main menu. (B)

Approved

17450

Loss of Concepts form the Hierarchy (B)

Approved

17777

AQP sometimes returns an incomplete result set (B)

Approved

17926

Ontology imports cause data problems when loading the explanation server from a Protege database (B)

Approved

18163

Triple click on Change History causes UnsupportedOperationException (B)

Approved

18210

User can drag and drop a concept which has not been pre-merged into a merge pane. (B)

Approved

18497

RuntimeException when you click 'Edit form of type...' button on Edit tab (B)

Approved

18533

Changes Tab does not reflect items created in Batch Load. (B)

Approved

18588

Lucene query tab default setting will not search PATO (B)

Approved

18589

LQP view class buttons do not appear for class in PATO. (B)

Approved

18820

Package status not being updated in workflow. (B)

Approved

18929

A classifier run tags all concepts with protege:inferred properties. (B)

Approved

18930

PROMPT tab allows start of compare even when another compare is running. (B)

Approved

Iteration B3 (highly desirable nice to have features)

GForge number (hyperlinked)

Brief description of item

(Approved or Proposed)

18831

LQT needs label at bottom to identify protege instance (I)

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18598

Changes Tab says No Action for property edits (H)

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2950

String fillers on object properties - Stanford (H)

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3945

Definition and Long Def property should only allow NCI as a source. (H)

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7118

Restrict Delete action by date (H)

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7520

Default editornote & designNote when pre-retiring (H)

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7618

Start-up time of Protege is slow (H)

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8918

Allows paste of Preferred Name but can not delete. (H)

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8947

Modal dialog does not stay on top (H)

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8989

Selection of Properties in Report Writer (H)

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8990

Report Writer output format. (H)

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13848

Allow search on null in AQP. (H)

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14786

Focus jumps to new project after final row deleted. (H)

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14805

Have batch load verify all STYs are correct when loading. (H)

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15174

No copy option on right click menus for Split function. (H)

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15493

Default Task Description of new Workflow assignment has typo. (H)

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15664

Assumption of role groups. (H)

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15752

In copy pane, modify restriction does not remember filler value. (H)

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16163

Addition of Superclass in Copy/Split/PreMerge - allow 'defining' superclass. (H)

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16620

Report writer feature request. (H)

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16775

Simplify adding a role. (H)

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16839

Each change needs to be associated with an editor. (H)

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16887

Add definition field to window when cloning a class. (H)

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17210

LQP/AQP - selection and output of superclasses. (H)

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17212

LQP/AQP - search for concepts lacking a property. (H)

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17213

Selection criteria for concepts to be exported via LQP/AQP export function. (H)

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17214

Report writer - add export function currently in LQP/AQP. (H)

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17760

Workflow improvements. (H)

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18177

Incorrect display of LQT search criteria. (H)

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18536

Batch Load of new concepts interferes with other editors creating concepts. (H)

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18616

Save of concepthistory in NCIDB format after Prompt should be altered or automated. (H)

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18959

sort of inferred results panel. (H)

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18982

gui refresh on switching apps back to protege. (H)

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18997

Protege tab for reasoning server administration (including status information & kb reload). (H)

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18999

Serialize state at explanation server shut-down so start-up can be incremental since previous run. (H)

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19000

Reduce reasoning time for explanations which include domain or range axioms. (H)

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2948

Domain and Range checks on property restrictions at edit time. (I)

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3941

Duplicate Role Groups should not be allowed, even if roles are ordered differently. (I)

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8302

Need automatic cursors in filler windows. (I)

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8375

Display attributes in tree form on Copy tab. (I)

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8590

Allow user to modify Superclasses in Copy tab (I)

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8609

Retain frame sizes after switching tabs. (I)

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8612

Display recently used classes in drop down of search. (I)

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10987

Modify Name Superclass dialog should be eliminated. (I)

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12337

Automated configuration of server project. (I)

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12815

Track the last modeler who modified the assignment. (I)

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12817

Creating new workflow assignments. (I)

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12935

text is not trimmed. (I)

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13951

Modal messages to other viewer. (I)

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15003

NCIWorkflow - reorder columns (I)

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16099

Complex property dialog layout goes crazy when a very long definition is entered. (I)

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16100

Error message when fullsyn has a tab or new line is confusing. (I)

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16121

Button to make a concept defined. (I)

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16152

Display of NCIEditTab Build Version. (I)

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16255

Disable the Merge tab when the user is not allowed to merge. (I)

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16347

Colors of text in copy, split, retire, merge and workflow panes are too dull. (I)

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17570

Confusing message to the user when you drag the retiring concept into surviving concepts pane.(I)

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18116

LQT export of results is exporting entire path. (I)

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18164

query in changes tab search box gives ""Please enter an expressioin"" error". (I)

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18583

Hierarchy View too cluttered. (I)

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18961

queries in change tab. (I)

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18998

Load explanation server from the Protege KB using the OWL API converter in Protege 3.4. (I)

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General Support Activities

This section describes in detail all the related activities which must be performed for this release but do not add functionality. These activities are included in the scope and project plan due to level of effort or relative importance to the overall success of delivery of the release.

GForge number (hyperlinked)

Brief description of general support activity

Iteration
(Approved or Proposed)

Example, "Level 2 Support, integration of help and training to the user community."

Stakeholder Summary

Customer Name

Role

Interest/Need

NCI CBIIT EVS Content Editorial Team

EVS Content Management

Primary Users of Protege. Utilize Protege to edit EVS content

CBIIT Staff/Contractor Name

Role

Responsibilities

George Komatsoulis

NCI CBIIT

Oversees NCI CBIIT Application Infrastructure

Avinash Shanbhag

Director of CORE Engineering

Oversees NCICB caCORE Software Engineering

Frank Hartel

EVS Product Manager

Directs EVS Projects

Sherri de Coronado

Contract Project Officer

Management/technical resource from Bioinformatics vertica.  Contract management, coordination, testing, documentation

Gilberto Fragoso

Government Lead

Technical resource from Bioinformatics vertical

Technical Environment

This product uses the following technical components which have been derived from the current NCICB Technology Stack.

Component

Description

Client Application

The Protege client is java based and provides a complete editing environment for Protege databases, call ontologies.  It uses the same plugin architecture to support extensions, called Tabs.  For example, the NCI Edit Tab, Workflow, Changes, and Prompt, are examples of plugin tabs.

Java 1.5.x

Application Server

None

Database Server

MySQL

Operating System

Any that supports Java: Windows XP, Linux, OS X

Other

Portable ANSI-SQL compliant relational schemas

Product Dependencies

This release is dependent on the caCORE components or products documented in the CORE Product Dependency Matrix.

Provide additional explanation as applicable. For example, "The EVS vocabulary systems are used by the Java client to retrieve and validate concept information for naming and defining meanings."

Out of Scope Items

Items that are out of scope were evaluated as part of the initial scoping activities for this release, and subsequently not included in the final approved scope. These items are also documented in the cumulative backlog of requirements found on the product GForge site. They include out-of-scope functional requirements (enhancements or new features), bug fixes, non-functional requirements, and general support activities.

GForge number (hyperlinked)

Brief description of item moved from the in-scope section
with brief explanation added of why it was not included in this release

Iteration during which the item
was removed from in-scope

Document History

Item

Information

Document Version:

Click the Info tab. View the Recent Changes or click the link to view the page history.

Last Modified:

Refer to the first line displayed in the document window.

Project GForge site:

EVS Collaborative Terminology Dev Tools GForge project Docs archive, Files archive

Most current version:

Unless the display includes a notice that you are viewing a previous version, you are viewing the most current version of this Scope Document for the release indicated in the title.

Revision history:

Click the Info tab. In the Recent Changes area, click the link to view the page history.

Review history:

Click the Info tab. In the Recent Changes area, note the developer who made each change and the date and time. Refer to the Key People Directory for their roles. Click the link to view any page or to view the page history, and then click the link for a page. When the page opens, view the comments and changes made in that version.

Related documents:

Name and URL of each related document

Project Information

CBIIT Management

Role

Responsibilities

Frank Hartel

Product Manager

Oversees development of the product: features, functions, definition of stakeholders, priorities within the scope, timeframe for release

Avinash Shanbhag

Engineering Manager

Oversees NCICB caCORE software engineering practices, conducts design reviews, guides technical development

Denise Warzel

Product Line Manager

Oversees NCICB caCORE product line. Responsible for overall product integration, major and minor release cycles. Supports Product Manager.