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Subject: RE: CaseParticipantRoleCode


I concur with Gary and Barb.

 

A fundamental question I had when doing the assignment with Gary and Barb was, Why are CaseInitiatingParty, CaseDefendantParty, or CaseRespondentParty needed?  Do the recipients of these elements really care or use them? Don’t the recipients of initial submissions for first appearances just want to know who the plaintiffs and defendants are (or appellant/appellee, etc.)?  Seems to me that the initiating party(s) is the one submitting the complaint/appeal, and the respondent/defendant party(s) are the folks having to answer the complaint.  Maybe my perspective is too simplistic…

 

Jim Price

 

From: legalxml-courtfiling@lists.oasis-open.org [mailto:legalxml-courtfiling@lists.oasis-open.org] On Behalf Of James E Cabral
Sent: Thursday, June 22, 2017 3:43 PM
To: Graham, Gary <GGraham@courts.az.gov>; legalxml-courtfiling@lists.oasis-open.org
Subject: [legalxml-courtfiling] RE: CaseParticipantRoleCode

 

Gary,

 

By “also map those litigants”, I asked whether we wanted both “other” participants and non-defendant, initiating or respondent litigants to be represented with j:CaseOtherEntity.  I agree that instead representing those litigants as something like ecf:CaseOtherParty is the best option if we need to clearly distinguish roles codes associated with litigants from role codes associated with “other” participants.

 

__
Jim Cabral
502 509-4532

 

From: Graham, Gary
Sent: Thursday, June 22, 2017 6:35 PM
To: James E Cabral; Graham, Gary; legalxml-courtfiling@lists.oasis-open.org
Subject: RE: CaseParticipantRoleCode

 

I believe all members of the subcommittee would recommend the ecf:CaseOtherParty option to be used when the litigant’s role in the case (e.g. plaintiff, crossdefendant, etc.) does not well fit any of the current three party elements. I do not think a party would need to have both, but I am not sure what you mean by “also map those litigants”.

 

So if the entity is a case party (e.g. litigant), and the elements j:CaseDefendantParty, j:CaseInitiatingParty, or j:CaseRespondentParty are not appropriate per the definitions for those elements, then ecf:CaseOtherParty would be used. This case party would not have both ecf:CaseOtherParty and j:CaseInitiatingParty (or j:CaseDefendantParty or j:CaseResondentParty) and would not also have CaseOtherEntity.

 

Jim or Barbara,  if you think otherwise, please chime in.

 

Gary Graham

 

From: legalxml-courtfiling@lists.oasis-open.org [mailto:legalxml-courtfiling@lists.oasis-open.org] On Behalf Of James E Cabral
Sent: Thursday, June 22, 2017 3:14 PM
To: Graham, Gary <GGraham@courts.az.gov>; legalxml-courtfiling@lists.oasis-open.org
Subject: [legalxml-courtfiling] RE: CaseParticipantRoleCode

 

Thanks to the subcommittee.  After reviewing the draft, I think we can distill the entirety of it down to 3 things:

 

  1. A rule in the specification that attorneys and judges MUST be represented as Persons while litigants and other participants MAY be represented as Persons, Organizations or Items.
  2. A mapping in Genericode (or the specification) of the role elements contained in j:CaseAugmentation to allowable CaseParticipantRoleCodes.
  3. A rule in the specification that CaseParticipantRoleCode SHOULD be provided whenever a generic participant role element (j:CaseJudge, j:CaseOfficial or j:CaseOtherEntity) is used.

 

See my attached spreadsheet which builds out the committee’s suggested role codes and maps them to each of the role elements currently in the specification.  This looks very doable.

 

However, I have an important question for the subcommittee.  Note that if we map “Other” participants to j:CaseOtherEntity,  we do not currently have a role specific to litigants other than j:CaseDefendantParty, j:CaseInitiatingParty and j:CaseRespondentParty.  Should we also map those litigants to j:CaseOtherEntity or should we create another role such as ecf:CaseOtherParty?

 

__
Jim Cabral
502 509-4532

 

From: Graham, Gary
Sent: Thursday, June 22, 2017 11:40 AM
To: legalxml-courtfiling@lists.oasis-open.org
Subject: [legalxml-courtfiling] CaseParticipantRoleCode

 

At the May 9, 2017 ECF TC conference call, a subcommittee was asked to  establish a normative default value list for CaseParticipantRoleCode and CaseOfficialCode. This subcommittee, consisting of Jim Price, Barbara Holmes, and Gary Graham have completed this task. Attached you will find a spreadsheet containing the recommended code values and a cover-page document which provides additional explanatory information.

 

 

 



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