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Subject: Re: Moving Forward with EML v5.0



Congratulation to all members of the OASIS Election and
Voter Services TC for reaching several v5.0 milestones.

I have some questions for the TC about its initial
disposition not to hold another Public Review subsequent to
the Public Review which ended 10-June-2007. In particular:
I have not seen any response to Mary McRae's memo of
July 16, 2007 to the TC [1] citing the OASIS TC Process
definitions and rules about "Substantive Changes" [2].

I understand from the published minutes of the OASIS
Election and Voter Services Technical Committee Meeting
of 19-June-2007 that "overall" the TC members did not feel
the specification changes made in light of review were
"substantive" [3]:

   "Overall members present were content with the latest
    draft and agreed that the comments suggested did not
    represent substantive changes and therefore felt
    another Public Review was unnecessary."

However, as Mary's memo intimates, the OASIS TC Process
has a very specific technical definition about that
constitutes a "Substantive Change" -- which triggers
the need for another review cycle [4].  The definition:

  (gg) "Substantive Change" is a change to a specification
  that would require a compliant application or
  implementation to be modified or rewritten in order
  to remain compliant."

Did the TC use that definition of "Substantive Change" in
arriving at the feeling that another Public Review was
unnecessary?

I am having difficulty reconciling the fact that significant
changes were made in the XML schema files (at least four
schema files), including numerous cases of renaming
elements, adding and deleting attributes, etc.	over several
iterations of XML schema editing [5].  In the general case,
XML schema changes will be "substantive".

For example, we may contrast the XML Schema 'emlcore-v5-0.xsd'
submitted [6] for Public Review (version 5.00) vs. the most
recent release of this same schema version 5.05 [7].

As noted in various documents, including the published
"EML v5 PUBLIC REVIEW - DISPOSITION OF COMMENTS RECEIVED" [8],
and memo of 08-May-2007 [8a] the TC agreed to remove the
Party element (change the name to "Supporter") add a Type
on Affiliation

Version 5.00 (PR) Schema in file 'emlcore-v5-0.xsd' via grep:

==============================================================

<xs:element name="PartyIdentifier" type="PartyIdentifierStructure"/>
<xs:complexType name="PartyIdentifierStructure">
   <xs:element name="PartyName" type="xs:token"/>
   <xs:element name="PartyAbbreviation" type="xs:token"/>
<xs:complexType name="PartyStructure">

==============================================================

Version 5.05 of the same schema file now contains no reference
to 'Party', but instead attests type/element component 'Supporter'

==============================================================

<xs:element name="SupporterIdentifier"
type="SupporterIdentifierStructure"/>
<xs:complexType name="SupporterIdentifierStructure">
    <xs:element name="SupporterName" type="xs:token"/>
    <xs:element name="SupporterAbbreviation" type="xs:token"/>
<xs:complexType name="SupporterStructure">

==============================================================

Numerous other changes to the XML Schemas have also been made,
as documented (in part) by the change logs presented in the
schema release of 30-Jun-2007 [7]

If Company Foo developed an application (implementation) of
EML v5.0 using the XML schemas and documentation for the
Public Review release, the application would code operations
matching names and constraints from the v5.00 XML schemas, and valid
data conforming to that EML 5.00 specification as implemented
could contain markup elements "PartyIdentifier", "PartyName",
"PartyAbbreviation", etc.  The application's documentation,
error handling, UIs, and other features will naturally
reflect names and constructs implied by the v5.00 XML
schemas and documented in the XML schema descriptions.  However,
that same data matching EML v5.00 will be *invalid* according
to the XML schemas of (edited) EML version 5.05; much of the
application code itself (for UIs, help system) will also
be made obsolete.

In terms of the OASIS TC Process definition -- it seems to me --
the EML 5.05 XML Schema changes are indeed "substantive",
by definition: Company Foo will need to modify (rewrite) its
application to remain [become] compliant with the EML v5.05
specification schemas.

If the TC disagrees, can someone kindly offer an explanation?

Thanks,

Robin Cover

[1]
http://lists.oasis-open.org/archives/election-services/200707/msg00009.html
    "Moving Forward with EML v5.0 - I just wanted to point out the following
    rules in the TC Process..."

[2] http://www.oasis-open.org/committees/process.php#definitions

[3] Minutes

http://lists.oasis-open.org/archives/election-services/200706/msg00025.html
  TC Meeting Minutes (TCminutes2007_06_19.rtf) uploaded
  The document named TC Meeting Minutes (TCminutes2007_06_19.rtf) has been
  submitted by Mr. John Borras* to the OASIS Election and Voter Services TC
  document repository.
  Document Description:
  The minutes of TC meeting held 19 June 2007.

http://www.oasis-open.org/committees/download.php/24445/TCminutes2007_06_19.rtf

EML V5 COMMENTS
JB outlined the standards approval process for members and said
the objective following this meeting was to approve v5 as a
Committee Specification and then an OASIS Standard as per the
OASIS TC Process Guidelines.

Members present then reviewed the comments received following
the public review and in turn confirmed their acceptance or
rejection of the proposed changes.  The changes as follows
were discussed:

a. Party Affiliations - Agreed to withdraw Party and introduce
   a type on Affiliation
b. Voter ID - Agreed to revise existing VoterID rather than
   having two separate elements. Also agreed the need for some
   commentary in the EMLCore schema and to post some localisation
   examples to explain how to use the ID.
c. IRV/RVC - Agreed to add to VotingmethodType
d. CountMetric/CountReport - Agreed to add to 510 and 110
e. Referendum Item - Agreed to implement proposal
f. Internationalisation - Agreed to implement a one to many on
   election to item.  The existing EML specification handles
   internationalization but it is down to each implementation
   to decide whether they do a single language per message or
   a single language per process.

JB, DW and PS will update and circulate a new version of EML
v5 with the changes applied to TC members for approval before
asking OASIS Staff to conduct Committee Specification vote

Overall members present were content with the latest draft
and agreed that the comments suggested did not represent
substantive changes and therefore felt another Public Review
was unnecessary.

[4]  TC Process Section 3.2. Public Review

If Substantive Changes are made to the specification after the public
review, whether as a result of public review comments or from TC Member
input, then the TC must conduct another review cycle. The specification
may not be considered for approval by the TC as a Committee Specification
until it has undergone a review cycle during which it has received no
comments that result in Substantive Changes to the specification.


[5] Changes to XML schemas after release of PR materials

http://lists.oasis-open.org/archives/election-services/200705/msg00020.html
  Groups - EML 5.01 draft changes to link EML600 proposal options usage
  (EML-v5-0-schemas-070522.zip) uploaded. The document named EML 5.01
  draft changes to link EML600 proposal options usage
  (EML-v5-0-schemas-070522.zip) has been submitted by Mr. David Webber
  to the OASIS Election and Voter Services TC document repository.
  Document Description: Draft changes to EML to support referendum and
  proposal items across 200, 300, 400 and 500 series for review.

http://www.oasis-open.org/committees/download.php/24068/EML-v5-0-schemas-070522.zip

http://lists.oasis-open.org/archives/election-services/200705/msg00031.html
  The document named EML 5.02 draft changes to add CountMetric and
  CountReport tracking (EML-v5-0-schemas-070525.zip) has been submitted by
  Mr. David Webber to the OASIS Election and Voter Services TC document
  repository. Document Description:
  Draft changes to EML core to provide a CountMetric structure for additional
  information regarding ValidVotes in 510 reporting.  Also ReportingUnit
  extension to provide status for results reporting. Also added option to
  PollingPlace to use status mechanism.  These changes are designed to
  support US style reporting of counting - but are extensible to suit any
  geographic polling hierarchy.

http://www.oasis-open.org/committees/download.php/24120/EML-v5-0-schemas-070525.zip

http://lists.oasis-open.org/archives/election-services/200705/msg00036.html
  The document named EML 5.03 draft refinement to CountMetric and CountReport
  tracking (EML-v5-0-schemas-070529.zip) has been submitted by Mr. David
  Webber to the OASIS Election and Voter Services TC document repository.
  Document Description:
  Added ability to define the CountMetrics in the EML 410 - and also to
  control where in the EML 510 those occur via XPath location.
  Fixed metric to be decimal from integer to support percentage reporting,
  and added to TotalCount level in 510.
  Provide ability in 410 to define CountMetrics and counting algorithm Id -
  to permit pre-definition for developers of exactly what is needed in the
  510 count results tabulations.

http://www.oasis-open.org/committees/download.php/24142/EML-v5-0-schemas-070529.zip

http://lists.oasis-open.org/archives/election-services/200706/msg00003.html
  The document named EML 5.04 draft refinement to complete change requests
  (EML-v5-0-schemas-060629.zip) has been submitted by Mr. David Webber to the
  OASIS Election and Voter Services TC document repository.
  Document Description:
  Review of 5.03 compared to comments and change requests showed outstanding
  items - so 5.04 resolves these:-
    - Corrected Candidate attributes issue
    - Added IRV and RCV to VotingMethodType
    - VoterId / VoterIdentification@Id - no change (allows two approaches)

http://www.oasis-open.org/committees/download.php/24274/EML-v5-0-schemas-060629.zip

http://lists.oasis-open.org/archives/election-services/200706/msg00029.html
http://www.oasis-open.org/committees/download.php/24516/EML-v5-0-schemas-070629.zip
  Subject: Groups - EML 5.05 committee draft schemas from public
  review change/comments requests (EML-v5-0-schemas-070629.zip)
  uploaded
  From: david@drrw.info
  To: election-services@lists.oasis-open.org
  Date: 29 Jun 2007 20:37:54 -0000

  The document named EML 5.05 committee draft schemas from public
  review change/comments requests (EML-v5-0-schemas-070629.zip) has
  been submitted by Mr. David Webber to the OASIS Election and
  Voter Services TC document repository.

  Document Description: This release is intended to cover all
  changes relating to the public comment period and discussed
  at the June TC meeting.

  Change summary:

  EMLCore items:
   - VoterId attribute for type changed to support xsi:type approach
   - Referendum items structure support for 630 and 510
   - Cosmetic change to declarations to make them in alphabetic sort order
   - Added standard OASIS required copyright and use statement text
  EML 630 items:
   - Proposal made repeatable within Election
  EML 410 items:
   - Removed CountMetric
  EML 110 items:
   - Added CountMetric

http://lists.oasis-open.org/archives/election-services/200706/msg00030.html
  Subject: Groups - EML 5.05 committee draft schemas from public
  review change/comments requests (EML-v5-0-schemas-070629.zip) uploaded
  From: david@drrw.info
  To: election-services@lists.oasis-open.org
  Date: 30 Jun 2007 16:57:38 -0000

  Added Change logs using DeltaXML

  Change summary:

  EMLCore items:
    - VoterId attribute for type changed to support xsi:type approach
    - Referendum items structure support for 630 and 510
    - Cosmetic change to declarations to make them in alphabetic sort order
    - Added standard OASIS required copyright and use statement text
  EML 630 items:
    - Proposal made repeatable within Election
  EML 410 items:
    - Removed CountMetric
  EML 110 items:
    - Added CountMetric

http://www.oasis-open.org/committees/download.php/24519/EML-v5-0-schemas-070629.zip

[6]  specification v5.0 as submitted for Public Review

http://lists.oasis-open.org/archives/election-services/200704/msg00007.html
http://lists.oasis-open.org/archives/tc-announce/200704/msg00014.html

[7] EML 5.05 committee draft schemas

http://lists.oasis-open.org/archives/election-services/200706/msg00030.html
http://www.oasis-open.org/committees/download.php/24519/EML-v5-0-schemas-070629.zip
  Subject: Groups - EML 5.05 committee draft schemas from public
  review change/comments requests (EML-v5-0-schemas-070629.zip) uploaded
  From: david@drrw.info
  To: election-services@lists.oasis-open.org
  Date: 30 Jun 2007 16:57:38 -0000

  Added Change logs using DeltaXML

  Change summary:

  EMLCore items:
    - VoterId attribute for type changed to support xsi:type approach
    - Referendum items structure support for 630 and 510
    - Cosmetic change to declarations to make them in alphabetic sort order
    - Added standard OASIS required copyright and use statement text
  EML 630 items:
    - Proposal made repeatable within Election
  EML 410 items:
    - Removed CountMetric
  EML 110 items:
    - Added CountMetric

[8]
http://lists.oasis-open.org/archives/election-services/200707/msg00000.html
  EML V5 FINAL CHANGES
  You will see from below that David has now posted the final schema
  changes on the TC website.  In addition to those I'm attaching a
  simple text Changes Log to supplement the technical one included
  in David's posting plus a Disposition of Comments document following
  the Public Review.  Will you please take time over the next week
  to review all these and satisfy yourselves that they capture all
  the changes that we discussed at the recent TC meeting.  Please
  let me have a note of any concerns by Monday 8th July.  After that
  date I will proceed to ask OASIS staff to take us through the next
  stage of the approvals process.
  I will complete the changes to the supporting documents, ie the
  Data Dictionary and the Process and Schema Definitions in next few
  days to complement the changes noted above.
  Regards John

http://lists.oasis-open.org/archives/election-services/200707/doc00000.doc
   = 1310476990-EML v5 Public Review Comments - Disposition.doc

http://lists.oasis-open.org/archives/election-services/200707/doc00001.doc
   = 69059534-EML v5 Changes Log.rtf

[8a] Change "Party" to "Supporter"
http://lists.oasis-open.org/archives/election-services-comment/200705/msg00000.html
  The EML usage of party and affiliation is misleading compared to the US
  election practice and terminology. To resolve this conflict suggested
  course of action is:

  a) Rename everything that is labelled "Party" to "Supporter" instead.

  b) Add an additional element to Affiliation to indicate a Type token.
  This then can be extensible to include Party and everything else - Party,
  Union, Incumbent, and so on.

  c) Make this change in EMLcore so it is reflected everywhere it is needed.






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