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Subject: Criteria/criterion summary; ACTION REQUIRED


Hello PSC,

Following is my analysis of the places in UBL 2.1 where "Criteria"
(plural) must be changed to "Criterion" (singular) to correctly denote
items with singular semantics per our Naming and Design Rules.  Note
that in addition to a specification of the required changes, there is
also a question at the end for the CPFR team and other members of PSC
that must be resolved before we can be done with this issue.

It appears that all of the occurrences of "Criteria" in the common
library can be sorted into the following groups:

   1. Packing Criteria (transportation): no changes required
   2. Awarding Criteria and Evaluation Criteria (etendering): changes required
   3. Exception Criteria (CPFR): no changes required
   4. Forecast Exception Criteria Line (CPFR): cannot tell

I'll take each of these in order, beginning with the simplest.

1. TRANSPORTATION MODEL: NO CHANGES

   There are two instances of Packing Criteria Code in the transportation model:

   <ccts:DictionaryEntryName>Hazardous Goods Transit. Packing Criteria Code. Code
   <ccts:PropertyTerm>Packing Criteria Code

   Since each Packing Criteria Code signifies a set of packing criteria
   (or at least all of them that are going to be signified, since the
   code is 0..1), it is plural in meaning and can stay the way it is.

2. ETENDERING MODEL: NAME CHANGES REQUIRED (CRITERIA TO CRITERION)

   Oriol has confirmed that all instances of "Criteria" in the tendering
   models refer to singular concepts and should therefore be
   "Criterion."  All instances of "Criteria" that I could find in the
   tendering models are associated either with Awarding Criteria or
   Evaluation Criteria; the list below is, I believe, exhaustive of the
   changes to be made, which is in every case a change of all
   occurrences of "Criteria" in each string (sometimes there are more
   than one) with "Criterion".

   Note that the revision must be made in all applicable columns of the
   model, so the list below groups occurrences of "Awarding Criteria"
   and "Evaluation Criteria" by spreadsheet column (so "Find by column"
   can be used with each of these terms).

   Changes to the string "Criteria" in certain definitions must change
   too, of course, but changes to definitions are logged in the review
   spreadsheet and are therefore omitted here.

   /############################################################################
   | All occurrences of Criteria are to be changed to Criterion in what follows.
   |
   | [Awarding Criteria group]
   |
   | Common Library:  <ccts:DictionaryEntryName>Awarding Criteria Response. Amount
   | Common Library:  <ccts:DictionaryEntryName>Awarding Criteria Response. Awarding Criteria Identifier. Identifier
   | Common Library:  <ccts:DictionaryEntryName>Awarding Criteria Response. Awarding Criteria_ Description. Text
   | Common Library:  <ccts:DictionaryEntryName>Awarding Criteria Response. Description. Text
   | Common Library:  <ccts:DictionaryEntryName>Awarding Criteria Response. Details
   | Common Library:  <ccts:DictionaryEntryName>Awarding Criteria Response. Identifier
   | Common Library:  <ccts:DictionaryEntryName>Awarding Criteria Response. Quantity
   | Common Library:  <ccts:DictionaryEntryName>Awarding Criteria Response. Subordinate_ Awarding Criteria Response. Awarding Criteria Response
   | Common Library:  <ccts:DictionaryEntryName>Awarding Criteria. Awarding Criteria Type Code. Code
   | Common Library:  <ccts:DictionaryEntryName>Awarding Criteria. Calculation Expression Code. Code
   | Common Library:  <ccts:DictionaryEntryName>Awarding Criteria. Calculation Expression. Text
   | Common Library:  <ccts:DictionaryEntryName>Awarding Criteria. Description. Text
   | Common Library:  <ccts:DictionaryEntryName>Awarding Criteria. Details
   | Common Library:  <ccts:DictionaryEntryName>Awarding Criteria. Identifier
   | Common Library:  <ccts:DictionaryEntryName>Awarding Criteria. Maximum_ Amount. Amount
   | Common Library:  <ccts:DictionaryEntryName>Awarding Criteria. Maximum_ Quantity. Quantity
   | Common Library:  <ccts:DictionaryEntryName>Awarding Criteria. Minimum Improvement Bid. Text
   | Common Library:  <ccts:DictionaryEntryName>Awarding Criteria. Minimum_ Amount. Amount
   | Common Library:  <ccts:DictionaryEntryName>Awarding Criteria. Minimum_ Quantity. Quantity
   | Common Library:  <ccts:DictionaryEntryName>Awarding Criteria. Subordinate_ Awarding Criteria. Awarding Criteria
   | Common Library:  <ccts:DictionaryEntryName>Awarding Criteria. Weight Numeric. Numeric
   | Common Library:  <ccts:DictionaryEntryName>Awarding Criteria. Weight. Text
   | Common Library:  <ccts:DictionaryEntryName>Tendered Project. Awarding Criteria Response
   |
   | Common Library:  <ccts:PropertyTerm>Awarding Criteria Identifier
   | Common Library:  <ccts:PropertyTerm>Awarding Criteria Response [2 instances]
   | Common Library:  <ccts:PropertyTerm>Awarding Criteria Type Code
   |
   | Common Library:  <ccts:AssociatedObjectClass>Awarding Criteria Response [2 instances]
   |
   | Common Library:  <ccts:ObjectClass>Awarding Criteria Response [2 instances]
   |
   | Common Library:  <ccts:RepresentationTerm>Awarding Criteria Response [2 instances]
   |
   | =============================================================================
   |
   | [Evaluation Criteria group]
   |
   | Common Library:  <ccts:DictionaryEntryName>Evaluation Criteria. Description. Text
   | Common Library:  <ccts:DictionaryEntryName>Evaluation Criteria. Details
   | Common Library:  <ccts:DictionaryEntryName>Evaluation Criteria. Duration_ Period. Period
   | Common Library:  <ccts:DictionaryEntryName>Evaluation Criteria. Evaluation Criteria Type Code. Code
   | Common Library:  <ccts:DictionaryEntryName>Evaluation Criteria. Expression Code. Code
   | Common Library:  <ccts:DictionaryEntryName>Evaluation Criteria. Suggested_ Evidence. Evidence
   | Common Library:  <ccts:DictionaryEntryName>Evaluation Criteria. Threshold_ Amount. Amount
   | Common Library:  <ccts:DictionaryEntryName>Evaluation Criteria. Threshold_ Quantity. Quantity
   | Common Library:  <ccts:DictionaryEntryName>Tenderer Qualification Request. Technical_ Evaluation Criteria. Evaluation Criteria
   |
   | Common Library:  <ccts:PropertyTerm>Evaluation Criteria Type Code
   \#############################################################################

3. EXCEPTION CRITERIA (CPFR): NO CHANGES REQUIRED

   We've established (I think) that all instances of ExceptionCriteria
   from the CPFR model remain unchanged because the document called
   ExceptionCriteria does, in fact, generally contain multiple criteria,
   and that since ExceptionCriteriaLine is a line in ExceptionCriteria,
   it can stay the same, too.  So all the instances of "Criteria" that
   I've listed next are OK.

   /#############################################################################
   | Nothing changes here.
   |
   | [Exception Criteria group]
   |
   | Common Library:  <ccts:DictionaryEntryName>Exception Criteria Line. Collaboration_ Priority Code. Code
   | Common Library:  <ccts:DictionaryEntryName>Exception Criteria Line. Details
   | Common Library:  <ccts:DictionaryEntryName>Exception Criteria Line. Effective_ Period. Period
   | Common Library:  <ccts:DictionaryEntryName>Exception Criteria Line. Exception Status Code. Code
   | Common Library:  <ccts:DictionaryEntryName>Exception Criteria Line. Exception_ Resolution Code. Code
   | Common Library:  <ccts:DictionaryEntryName>Exception Criteria Line. Forecast Exception Criteria Line
   | Common Library:  <ccts:DictionaryEntryName>Exception Criteria Line. Identifier
   | Common Library:  <ccts:DictionaryEntryName>Exception Criteria Line. Note. Text
   | Common Library:  <ccts:DictionaryEntryName>Exception Criteria Line. Performance Metric Type Code. Code
   | Common Library:  <ccts:DictionaryEntryName>Exception Criteria Line. Supply Chain Activity Type Code. Code
   | Common Library:  <ccts:DictionaryEntryName>Exception Criteria Line. Supply_ Item. Item
   | Common Library:  <ccts:DictionaryEntryName>Exception Criteria Line. Threshold Value Comparison Code. Code
   | Common Library:  <ccts:DictionaryEntryName>Exception Criteria Line. Threshold_ Quantity. Quantity
   |
   | Common Library:  <ccts:ObjectClass>Exception Criteria Line [13 instances]
   |
   | UBL-ExceptionCriteria-2.1:  <ccts:AlternativeBusinessTerms>Exception Criteria Date
   | UBL-ExceptionCriteria-2.1:  <ccts:AlternativeBusinessTerms>Exception Criteria Number
   |
   | UBL-ExceptionCriteria-2.1:  <ccts:AssociatedObjectClass>Exception Criteria Line
   |
   | UBL-ExceptionCriteria-2.1:  <ccts:DictionaryEntryName>Exception Criteria. Buyer_ Customer Party. Customer Party
   | UBL-ExceptionCriteria-2.1:  <ccts:DictionaryEntryName>Exception Criteria. Copy_ Indicator. Indicator
   | UBL-ExceptionCriteria-2.1:  <ccts:DictionaryEntryName>Exception Criteria. Customization Identifier. Identifier
   | UBL-ExceptionCriteria-2.1:  <ccts:DictionaryEntryName>Exception Criteria. Details
   | UBL-ExceptionCriteria-2.1:  <ccts:DictionaryEntryName>Exception Criteria. Document Reference
   | UBL-ExceptionCriteria-2.1:  <ccts:DictionaryEntryName>Exception Criteria. Exception Criteria Line
   | UBL-ExceptionCriteria-2.1:  <ccts:DictionaryEntryName>Exception Criteria. Identifier
   | UBL-ExceptionCriteria-2.1:  <ccts:DictionaryEntryName>Exception Criteria. Issue Date. Date
   | UBL-ExceptionCriteria-2.1:  <ccts:DictionaryEntryName>Exception Criteria. Issue Time. Time
   | UBL-ExceptionCriteria-2.1:  <ccts:DictionaryEntryName>Exception Criteria. Note. Text
   | UBL-ExceptionCriteria-2.1:  <ccts:DictionaryEntryName>Exception Criteria. Profile Execution Identifier. Identifier
   | UBL-ExceptionCriteria-2.1:  <ccts:DictionaryEntryName>Exception Criteria. Profile Identifier. Identifier
   | UBL-ExceptionCriteria-2.1:  <ccts:DictionaryEntryName>Exception Criteria. Receiver_ Party. Party
   | UBL-ExceptionCriteria-2.1:  <ccts:DictionaryEntryName>Exception Criteria. Seller_ Supplier Party. Supplier Party
   | UBL-ExceptionCriteria-2.1:  <ccts:DictionaryEntryName>Exception Criteria. Sender_ Party. Party
   | UBL-ExceptionCriteria-2.1:  <ccts:DictionaryEntryName>Exception Criteria. Signature
   | UBL-ExceptionCriteria-2.1:  <ccts:DictionaryEntryName>Exception Criteria. UBL Version Identifier. Identifier
   | UBL-ExceptionCriteria-2.1:  <ccts:DictionaryEntryName>Exception Criteria. UUID. Identifier
   | UBL-ExceptionCriteria-2.1:  <ccts:DictionaryEntryName>Exception Criteria. Validity_ Period. Period
   | UBL-ExceptionCriteria-2.1:  <ccts:DictionaryEntryName>Exception Criteria. Version. Identifier
   |
   | UBL-ExceptionCriteria-2.1:  <ccts:PropertyTerm>Exception Criteria Line
   |
   | UBL-ExceptionCriteria-2.1:  <ccts:RepresentationTerm>Exception Criteria Line
   \#############################################################################

   That leaves this one, which we'll pick up below:

      Common Library:  <ccts:DictionaryEntryName>Exception Criteria Line. Forecast Exception Criteria Line

4. FORECAST EXCEPTION CRITERIA LINE (CPFR): CAN'T TELL WHETHER CHANGES ARE REQUIRED

   Each ExceptionCriteriaLine (a line in a document called
   ExceptionCriteria, as noted above) can contain one optional
   ForecastExceptionCriteriaLine, and each ForecastExceptionCriteriaLine
   can contain

      ForecastPurposeCode (required)
      ForecastTypeCode (required)
      ComparisonDataSourceCode (optional)
      DataSourceCode (required)
      TimeDeltaDaysQuantity (optional)

   My take on ForecastExceptionCriteriaLine is that it expresses one
   criterion, which would be TimeDeltaDaysQuantity.  But it occurs to me
   that the CPFR team may have been thinking that all or some of the
   other five children of ForecastExceptionCriteriaLine are criteria,
   too, and that ForecastExceptionCriteriaLine is therefore properly
   named.

   There's another naming issue in this case orthogonal to
   criteria/criterion.  I believe that ForecastExceptionCriteriaLine
   should probably be named ForecastExceptionCriteria; everything else
   in UBL ending in "line" is one line in what is usually a collection
   of lines, whereas here there is always just one.

   It would completely change the picture if we found that the intention
   of the name "ForecastExceptionCriteriaLine" was to apply "Forecast"
   to "ExceptionCriteriaLine"; something like "this is data related to
   the forecast applying to this ExceptionCriteriaLine", in which
   "Criteria" would also be correct; but I can't understand what's going
   on here well enough to tell whether this is the case.

      ACTION: PSC needs to resolve this issue.  Following is the list of
      names in the Common Library associated with the question.  (Note
      that an explanation of ForecastExceptionCriteriaLine will be
      required in any case in order to finish editorial work on the
      definitions; the mechanism supposed to be associated with these
      data items is mysterious to me.)

/#############################################################################
| Common Library:  <ccts:DictionaryEntryName>Exception Criteria Line. Forecast Exception Criteria Line
|   (N.B. The only occurrence of Criteria that might have to change is the second one.)
|
| Common Library:  <ccts:DictionaryEntryName>Forecast Exception Criteria Line. Comparison Data Source Code. Code
| Common Library:  <ccts:DictionaryEntryName>Forecast Exception Criteria Line. Data Source Code. Code
| Common Library:  <ccts:DictionaryEntryName>Forecast Exception Criteria Line. Details
| Common Library:  <ccts:DictionaryEntryName>Forecast Exception Criteria Line. Forecast Type Code. Code
| Common Library:  <ccts:DictionaryEntryName>Forecast Exception Criteria Line. Forecast_ Purpose Code. Code
| Common Library:  <ccts:DictionaryEntryName>Forecast Exception Criteria Line. Time Delta Days Quantity. Quantity
|
| Common Library:  <ccts:AssociatedObjectClass>Forecast Exception Criteria Line
|
| Common Library:  <ccts:ObjectClass>Forecast Exception Criteria Line
| Common Library:  <ccts:ObjectClass>Forecast Exception Criteria Line
| Common Library:  <ccts:ObjectClass>Forecast Exception Criteria Line
| Common Library:  <ccts:ObjectClass>Forecast Exception Criteria Line
| Common Library:  <ccts:ObjectClass>Forecast Exception Criteria Line
| Common Library:  <ccts:ObjectClass>Forecast Exception Criteria Line
|
| Common Library:  <ccts:RepresentationTerm>Forecast Exception Criteria Line
|
| Common Library:  <ccts:PropertyTerm>Forecast Exception Criteria Line
\#############################################################################



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