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  • Q0: Is the data for this project currently available? How is it obtained and who are the contacts?
  • Q1: What is the format of the source and target terminologies? Do current loaders support these terminologies?
    • The tool currently supports three load formats: RF2, ClaML, and "code list and par/chd code file".
    • Q1a: Are there any idiosyncracies of the terminology - e.g. things like many children of a single node, or a very deep hierarchy (>11 levels).
    • Q1b: Is the terminology just descriptions and relationships, or are there also important other attributes (e.g. dagger/asterisk) that are relevant for mapping.
    • Q1c: How often is the terminology updated?  What kinds of relevant changes should trigger re-editing of a map?
    • Q1d: Is the entire terminology to be mapped or just part of it?
    • Q1e: What is the style of the codes? Do they use any special characters that may adversely affect current search algorithms? 
    • Q1f: What is the length of the longest "name" in the terminology and will that fit within bounds of the defined field (e.g. 4000 chars).
    • Q1g: How do data structures of the terminology align with data structures used internally in the tool - "concept", "description", "relationship", "language"
      • e.g. sometimes important "attributes" in a terminology are rendered as descriptions so they display in the right places and are searchable.
    • Q1h: Is there a need to create a "pseudo-hierarchy"? 
  • Q2: What is the scope definition in the source terminology?
    • e.g., SNOMED to ICD10 uses all descendants of the SNOMED concept "Clinical Finding"
    • Scope definition can use "include" concepts (with/without descendants) and "exclude" concepts (with/without descendants)
  • Q3: What defines an "allowable code" in the target terminology?
    • This is defined by the "project specific algorithm handler" - code that must be written to support the project. 
    • Q3a: Are there allowable codes outside the scope of codes immediately defined in the terminology (e.g. ICDO may have "valid" combinations of characters after the slash that do not per-se exist in the terminology) 
  • Q4: What is the desired release format of the map?  Do current release mechanisms support this format?
    • The tool currently supports a release process based around RF2 and a terminology "map" loader to load in prior versions of maps for delta comptuation.
  • Q5: Is there an existing published map that should be loaded? Do current loaders support the publication format?
    • The tool currently supports loading RF2 simple, complex, and extended map formats.
  • Q6: What are the basic project configuration settings for this map?  (this has several parts)
    • Q6a: Refset id (whether your map uses refsets or not, this has to be set to something non-null and unique).
    • Q6b: Does the map use group structure (e.g. multiple potential targets for the same)
    • Q6c: Does the map use rules for maps?
    • Q6e: What is the map publication type? - Simple, Complex, or Extended (all of these are in service of an RF2 release process)
      • Map Relation Style can be determined based on publication type.  If this is a Snomed Extended map, use Map Relation Style = "Map Category Style".  Otherwise use "No relationshipsRelationships."
    • Q6f: What are the map relations?
      • e.g. "broader", "narrower", "exact", "partial", ...
      • e.g. "MAP OF SOURCE CONCEPT IS CONTEXT DEPENDENT", ..
    • Q6g: What are the allowable map advices?
    • Q6h: What are the preset age ranges? (only relevant if a mapping has rules based around age ranges)
    • Q6i: What are the supported "error messages" for the project? → this only applies to projects with conflict workflows.
    • Q6j: What are the allowable map advices?
    • Q6k: Is there a mapping handbook document - or editorial guide? (this can be uploaded and made available to users)
  • Q7: Who are the users for the project and what roles do they have?
    • "Specialist" - user participates in authoring the initial map
    • "lead" - user can act as a specialist, but also participates in review stages of workflows
  • Q8: What workflow should the map use?
    • "Non-legacy" - two specialists, single lead review on conflict
    • "Legacy" - legacy map and single specialist, second specialist if conflict, single lead review on conflict
    • "Review" - single specialist, single lead review
    • "Simple" - single specialist, no review
  • Q9: What are the needs of the project specific algorithm handler?
    • It defines valid target codes, semantic validation rules (errors/warnings), automations for adding/changing advice, etc.
  • Q10: What reports are relevant for this project? (e.g. specialist productivity)
    • How often should reports be run? Are there important "diff" reports?
    • Do the currently defined reports provide necessary coverage or are new reports needed?
  • Q11: What QA checks are relevant for this project? (e.g. checks that produce work to put into workflow)
    • Do the currently defined checks provide necessary coverage or are new checks needed?
  • Q12: Does the project come with accompanying "index" data? If so, what format is it in and will current index viewer approaches suffice?
  • Q13: Are there rules for semi-automated mapping that could apply? (e.g. this is something of a future consideration, but at present could be done outside of tool and loaded as a "legacy" map).
  • Q14: How is this project affected by "drip feed"?
    • In particular - are there dependencies for release cycles on a particular version of SNOMED? (if so - then release should be coordinated with international release)
    • Also, does/should "drip feed" results affect the scope definition?

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