• Stakeholders

Principles Hierarchy

CDISC Organization Principles

CDISC Terminology (Controlled Terminology and Glossary) High-Level Principles

1. Use CDISC models and guides to drive terminology decisions.

2. Influence domain modeling via terminology analysis.
3. Consider the impact of changes.

4. Commit to collaborative communication.

5. Focus on re-use of existing terminology.


6. Commit to consistent decision-making.
7. Be responsive to emerging needs.
  • Statement: Terminology development process should ensure that the principles within CDISC models and guides are upheld.


  • Rationale: Domain models and guides influence and inform terminology team decision making. CDISC terminology is developed based on the meaning and use of domains and variables, as outlined in implementation and user guides. These guides give each terminology team a starter set of scoping rules in order to identify appropriate terms for a given codelist.


  • Key benefits: Maintains integrity of the appropriate implementation of the domain model and decreases the chance of overloading variable meaning. This also leads to consistency within and across CDISC terminology products. Supports the consistent representation of data within variables.

 

  • Actions you can take: Terminology team members should understand the meaning and use of CDISC models, domains, variables and guides.

Statement: CDISC terminology analysis should inform the development of new domains, variables, and guides.  


Rationale: When new domains, guides, or variables are being developed, it is best practice to engage terminology early in the process, as terminology considerations may influence standards development.


Key benefits: Ensures that new domains, guides or examples are consistently and accurately generated according to standards development timelines.

 

Actions you can take: Terminology team members should be aware of new standards development and ensure terminology representation on these development teams. Terminology team members should communicate concerns to the standards development team leads.

  • Statement: Be mindful of the impact of terminology changes to the user community.


  • Rationale: Some terminology changes are costly or disruptive for end users, though some change is necessary as the science changes. Additionally, terms and codelists are shared across multiple terminology teams within CDISC.
     
     
  • Key benefits: Minimizes unnecessary or unproductive changes to terminology.

 

  • Actions you can take: Terminology teams should assess the value added for any proposed change to existing controlled terminology and be mindful of the cost of change implementation and version management to end users. Terminology teams need to identify other CDISC stakeholders that a change may affect and recognize the additional impact for a cross-team change. The team will solicit feedback from additional teams before a final decision is made.
     
     
  • Statement: Terminology changes should be communicated, and stakeholder input taken into consideration before publication of production terminology.
  • Rationale: Dictionary management is time and resource intensive. It is helpful to communicate intended changes to all stakeholders well in advance to support timely implementation of  terminology changes.

  • Key Benefits: Early and transparent communication between stakeholders and terminology teams during the entire terminology development lifecycle ensures stability of published terminology, thus facilitating adoption and consistent implementation.

  • Actions you can take: Terminology team decisions will be available in team working documents located on the CDISC wiki. Webinars will be given to summarize all changes being proposed within each package. All terminology products will go through public review. Stakeholders can comment on all terminology in public review and all stakeholder comments are visible to the public. Denied requests are publicly accessible with reason for rejection.
  • Statement: Consider terminology reuse before new development.
  • Rationale: Terminology development is resource intensive. The definition of a term should be context independent. Therefore re-use of existing CDISC terminology and other terminologies from standards development organizations is appropriate and encouraged.
  • Key benefits: Reuse of existing terminology, where applicable and appropriate, is less resource intensive and decreases development costs. Reuse promotes semantic alignment, regardless of use or context. This also ensures we avoid duplication and in turn makes terminology development more efficient.
  • Actions you can take: Refer to the latest version of CDISC terminology whenever requesting or creating new terminology. Consider previously developed source terms and definitions from regulatory authorities and standards development organizations.


  • Statement: Make consistent decisions when developing terminology and consider precedent-setting aspects before making final decisions.


  • Rationale: Consistent decision making during the terminology process leads to consistent usage and granularity of terms.


  • Key benefits: Consistency within and across CDISC codelists and terminology products ensures the production of high quality terminology. Also ensures that decisions made by different teams are consistent by alignment to a set of shared rules and principles.


  • Actions you can take: Follow published terminology principles, rules and best practices. Assess whether additional rule sets are necessary and develop these as needed. Transform identified precedents into published rules. Be mindful of setting additional precedents.
  • Statement: Proactively meet the emerging needs of CDISC teams and users.
  • Rationale: A prospective and responsive approach to regulatory and data exchange needs facilitates consistent data and earlier standards adoption.
  • Key Benefits: Early development of terminology resources enhances consistency in terminology use across different stakeholders. Proactive terminology management enhances quality across the data lifecycle.
  • Actions you can take:
    Be informed of standards development activities within CDISC to identify and support terminology development opportunities. Create and maintain supplemental terminology products (e.g., rule sets, value level metadata, denied request dispositions, etc.). Correct errors promptly.

Instructions for Developing Technical Implementation Principles (per Foundational Team)

  • A principle is a basic belief, norm, or value that is accepted as true and has a major influence on the way in which something is done.
  • Each technical implementation principle will contain the following components: Principle, Statement, Rationale, Key benefits, and Actions you can take.
  • During the 2017 Summer Working Meeting (IntraChange), brainstorm / discuss / draft technical implementation principles and the initial 4 components (see template below).
  • If your Team identifies any Technical High-Level Principles that all Foundational Teams should share, please feel free to add it at that level in the wiki or provide to Rhonda Facile, Janet Reich, and Lorraine Spencer.

Template

Principle: short name (action phrase) of the

Statement: concise description of the principle

Rationale: explanation of why the principle is important for the organization

Key Benefits: examples of benefits associated with the principle

Actions you can take: examples of typical actions to improve the organization’s performance when applying the principle

To be developed post-Summer IntraChange 2017


 






The next step in this process will be development of rules around developing your standard.

  1. Jordan suggests adding an example within each rationale.

Please use this space to record any rules you identify in this meeting for use later.

CT Team Rules are published as .doc files and are available on the terminology page on CDISC.org

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