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528 standalone sdpi editorial content update - #542

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528-standalone-sdpi---editorial-content-update
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528 standalone sdpi editorial content update#542
ToddCooper wants to merge 32 commits into
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528-standalone-sdpi---editorial-content-update

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@ToddCooper

@ToddCooper ToddCooper commented Jul 2, 2026

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📑 Description

This PR provides an initial content separation between the SDPi Standard (standalone) and Supplement (to be integrated into the IHE DEV TF at some point). Though the changes are all editorial in nature, given the extensive label changes, they touch nearly every file in the project!

☑ Mandatory Tasks

The following aspects have been respected by the pull request assignee and at least one reviewer:

  • Changelog update (necessity checked and entry added or not added respectively)
    • Pull Request Assignee
    • Reviewer

Updated sdpi-supplement files to include a single file (all were previously commented out), to help reestablish a baseline branch.
Incorrect directory for include file.
"<<...>>" was not commented out.
After updating branch from master (locally) updated the changelog.
@ToddCooper

ToddCooper commented Jul 2, 2026

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@JavierEspina & @d-gregorczyk -- Today I started working on this ... for real!

Looking at the use of "supplement" in the files (e.g., with [#supplement_ ...], it looks like the usage is limited to only six files. So hopefully when I do the separation tomorrow, it is limited to just that and I can do the updates without mucking with too many files. Hopefully ... I did pull in the latest Master to this branch. So at least we are starting at the same baseline.

@ToddCooper

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2026.07.10 SDPi Friday - @JavierEspina @d-gregorczyk

FWIW - Post history service and other updates to Master, this branch was successfully rebased to Master with only one change in the gitignore file.

… Lists

Initial triage of replacing references to "supplement" in all the sdpi-standard related files.
This was a gross, brute force change, before going through the editorial content pass.
@ToddCooper

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2026.07.15 Update Notes:

  • Updated IntelliJ to 2026 1.4 ... it was having issues since my last use a few days ago!
  • Rebased branch with Master
  • Added editorial punch lists to top of sdpi-supplement & sdpi-standard documents
  • Refactored (most) all uses of "supplement" in the sdpi-standard files
      • NOTE: For some blocks I added a "// Standalone TO DO" line where the whole section needs to be reworded.

First pass at moving structural content from the standard to the supplement/ space.
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2026.07.16 Update Notes:

  • Updated editorial punch lists at top of supplement / standard
  • Verified that the current supplement front matter conforms to the latest release (2.4.1) which it does!
  • Initial moving of TF1 outline + declarations to the supplement

<will see if it worked ... Friday!>

Updated sdpi-supplement include files to fix undefined labels in the supplement ... fingers crossed
Numerous typo corrections (e.g., "ol1" => "vol1"
TEST:  Bringing in TF-0 content, do the files all need to be renamed and labels renamed IF it is only in the sdpi-supplement.adoc "tree" ???
Running a test on a single definition "term_conformity_assessment" to see if it can be scoped to the supplement folders and includes ... or not.
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2026.07.20 Update Notes:

Resolved to resolve build issues from Thursday 16 July (see above) - VERY VERY FRUSTRATED!!!

@d-gregorczyk @PaulMartinsen --
Clearly my assumptions about straightforward editing task have run headlong into ... reality! (and complexity)

In unraveling this onion of reference hell, I did an experiment that I think might have worked (it seems to have worked in my Fix #3 run.

QUESTION: When we ended up building the sdpi-standard & sdpi-supplement outputs, IF I move all but the top-level sdpi-supplement.adoc files under the supplement/ folder AND if I simply copy a file like TF-0 Appendix D with definitions into that supplement/ folder tree - so that for the supplement, only stuff loaded from that top level document are processed ... none of the sdpi-standard tree files are included - is there any duplication of build content across the two document trees?

IOW - if the same label (e.g., "term_conformity_assessment") is defined w/o supplement_term_conformity_assessment change, will there be any duplication errors or other issues when processing the source and rendering the supplement document?

My initial experiment indicates that the answer is "you're OK doing that, Todd" and if so ... I've wasted a chunk of time BUT moving forward will be much faster!

@ToddCooper

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@d-gregorczyk @PaulMartinsen ...

My "local" build, by running: .ci/asciidoc-converter/build_document.bat

Resulted in an error: e: file:///C:/Docs/macStuff/Trusted%20Solutions/SDC/SDPi-FHIR/Repositories/DEV.SDPi/.ci/asciidoc-converter/src/test/kotlin/org/sdpi/ConvertUseCasesTest.kt:55:28 Unresolved reference 'useCaseReferences'.

But since I wasn't doing it from a "green" set of code ... I assume that it will work better once I get my other push to build correctly.

Right?

ToddCooper and others added 3 commits July 21, 2026 08:54
Restarting the refactoring work with non-"supplement_" adaptations, but with scoping based on includes and the supplement/ folder tree
Sync'd -intro document with the standard version
Updated both the glossary and declarations to not YET have references to non-included content
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2026.07.20 Update Notes:

After discussions with @d-gregorczyk & @PaulMartinsen regarding scope of AsciiDoc processing for each of the documents (sdpi-standard & sdpi-supplement), where we DON'T need to update the labels in the supplement tree to ensure that they are unique from the standard tree - RESTARTING REFACTORING to simply move items into the supplement/ folders with minimum scaffolding to resolve references.

Notes:

  • Local Build still errors out when I run (.ci/asciidoc-converter/build_document.bat) from IntelliJ
    • e: file:///C:/Docs/macStuff/Trusted%20Solutions/SDC/SDPi-FHIR/Repositories/DEV.SDPi/.ci/asciidoc-converter/src/test/kotlin/org/sdpi/ConvertUseCasesTest.kt:55:28 Unresolved reference 'useCaseReferences'.
  • @PaulMartinsen rules!!!
    • Able to build locally from Windows CONSOLE, not IntelliJ

So at the end of today, back to a direct path for updating the two source trees + local build (so I don't have to push-wait-cry ...)

Primary update was to add more complete content to the supplement.
Updated the punch lists for both.
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2026.07.24 Update Notes:

  1. Updated Supplement to include "declarations"
  2. Completed basic supplement structure and including all the TF-0 content
  3. Migrated complete content of some sections (like references, per the SDPi Friday call today)

NOTE: @PaulMartinsen @d-gregorczyk There was one issue that I couldn't figure out what the problem is:

  • File: asciidoc/supplement/volume0/tf0-ch-d-glossary.adoc
  • Line 51 "// <<vol3_clause_system_type_nomenclature_extensions>>"

IF I remove the "//" it breaks, but the build, but if I comment it out, everything works fine???, and I've verified that the label is defined.

Standard updates to note at top re. proposed outline structure
Supplement updates especially around additional "outline" structure + TF-1:2 migration & TF-3 content.
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2026.07.28 Update Notes:

Updates for this Tuesday ....

  1. Objective: Get content structurally ready for review on the HL7 DEV WG Wednesday call (29 July)
  2. Resolved "Line 51" issue from last Friday ... was definitely time to TAKE A WEEKEND!
  3. Updated notes at top of each document, indicating the KIND of instructions that will be included in the 2.5 ballot package version of these documents
  4. Updated / extended supplement structure, especially in TF-3 + migration of TF-1:2
  5. Made some incidental corrections in the content along the way

See build: Supplement Updates - Primarily for Structure #1385

PaulMartinsen and others added 2 commits July 29, 2026 19:41
Reflects major changes relating to:
     (1) Changes in organization of content in the Standard ... especially ...
     (2) Removing TF-0 Actors and refactoring all those references throughout the rest of the document.
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2026.07.30 Update Notes:

  1. Resolved the final issue in the previous comment
  2. Continued editing based on review comments from 29 July HL7 DEV WG meeting review ...
  3. Resolved major standard build issues resulting from reorganization of content
  4. Began moving sections of the "standard" document to more conventional locations (e.g, References section)

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2026.07.31 SDPi Friday Notes:

Reviewed the current draft of this branch, discussing various refactoring options and issues.

Issue: Refactoring out TF-0b Transactions appendix is editorially challenging - is there a Plan B?

  • Add to Standard SDPi Overview, Summary of Actors & Transactions for this release, for informational review
  • Add note to consider AUTO GENERATING the actors & transactions summary list + to keep sync'd between the Standard and Supplement documents

It was decided to first merge #557 to master, updating this branch from that, and then merging this back to master.

IF the merge of this branch is too challenging, then it will be postponed until after the 2.5 release.

This push includes another major restructuring of the files in the standard tree, relocating and renaming many in a new "front-matter" directory, and greatly simplifying the root directory content.
@ToddCooper

ToddCooper commented Jul 31, 2026

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2026.07.31 Update Notes:

  1. Updated the Standard front matter organization to reflect the intended structure
  2. Moved general non-volume standard files to new folder: front-matter
  3. Removed volume0 folder from standard tree
  4. Added Actor and Transaction summaries to the standard SDPi Overview section
  5. Added a new Conformance clause at the end of the document
  6. ... (and much, much more)

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@PaulMartinsen - Conformance Content Question:

f you look at the latest push for this PR, you will see significant restructuring (moving, deleting, renaming) of the standard tree content.

Basically:

  1. Volume 0 is relocated / renamed ...
  2. front-matter directory now holds all the files for ... wait for it:  Front Matter!
  3. This includes renaming since, for example, TF-0 no longer exists in the standard
  4. Moving the referenced standards content to a new References section (no longer an appendix, though I have some more refactoring work to do on the labels, for example + the Bibliography is in the wrong place ... puzzlingly so

Also added a Conformance clause at the END OF THE DOCUMENT but didn't move anything there yet. Too late in my day to do something that might REALLY break everything! But the intent is to move the ICS stuff from the References section to the Conformance section, leaving only the Referenced Standards + Bibliography in that section.

PLEASE GIVE IT A BIT OF THOUGHT and let me know what you would like to see. ALSO if you think any of the current TF-3Z stuff might be moved to this new Conformance section.

Focused on Vol 3 & reviewer instructions vs. supplement instructions + Conformance clause + References clauses
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2026.08.03 Update Notes:

  1. Reviewing Master to Branch "Resolve conflicts" challenge, there may be 50+ files that need to be carefully updated, making merging of this branch into Master before 2.5 release ... unadvisable!
  2. Focus will now be on creating a branch package that can be included in the 2.5 HL7 SEP2026 ballot package as INFORMATIVE and including ballot cover letter info providing an overview of the Standalone SDPi work-to-date and inviting review of the additional package info (PR in progress build ZIP) and informative comment during the ballot period.
  3. Removed Supplement "instructions" from standard document, including sections (like TF-3) that are only included to indicate that they have moved. There is no need for this in the standalone standard, only the supplement document.
  4. Moved References content from appendix to new References section
  5. Moved content from appendix b to new Conformance clause

NOTE: This work will continue for 2-3 days, until the INFORMATIVE STANDALONE SDPI PACKAGE needs to be submitted with the SDPi 2.5 BALLOT ZIP file. (see related email from 3 August 2026 to Javier / David / Paul / Martin (... or something like that!).

@PaulMartinsen

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@PaulMartinsen - Conformance Content Question:

f you look at the latest push for this PR, you will see significant restructuring (moving, deleting, renaming) of the standard tree content.

Basically:

  1. Volume 0 is relocated / renamed ...
  2. front-matter directory now holds all the files for ... wait for it:  Front Matter!
  3. This includes renaming since, for example, TF-0 no longer exists in the standard
  4. Moving the referenced standards content to a new References section (no longer an appendix, though I have some more refactoring work to do on the labels, for example + the Bibliography is in the wrong place ... puzzlingly so

Also added a Conformance clause at the END OF THE DOCUMENT but didn't move anything there yet. Too late in my day to do something that might REALLY break everything! But the intent is to move the ICS stuff from the References section to the Conformance section, leaving only the Referenced Standards + Bibliography in that section.

PLEASE GIVE IT A BIT OF THOUGHT and let me know what you would like to see. ALSO if you think any of the current TF-3Z stuff might be moved to this new Conformance section.

If I understood correctly, you are proposing moving (from the currently released version)

I recall some one saying some content (maybe referenced standards) wasn't in a logical place in the document because it had to be forward declared. Not sure I understood what was meant there but I didn't see any need for forward declarations in the semantic markup work. I wonder @d-gregorczyk , if moving referenced standards could impact that pre and post processors that do the link rewrites? That is, for example, do we know if the link rewriting will be broken if the referenced standards are moved to a different place in the document?

Not necessarily a reason not to make this change; perhaps it is just the motivation to see if there's another way to solve the problem. That would have to be a 2.6 or 3.0 issue though.

Major update to resolve conflicts with 2.5.0 Master branch, released earlier today.

NOTE:  The conflicts have been resolved; however, this branch updates has yet to be reviewed to ensure that the work pre-update was 100% maintained ... but it looks pretty good!
Moved additional content to the front-matter section, as well as organized it in a more clear manner.
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2026.08.04 Update Notes:

  1. Updated the branch from Master - 2.5.0 (thanks to @d-gregorczyk helping Old Man Cooper with IntelliJ merging support!)
  2. Moved TF-3Z ICS to the new Conformance section
  3. Front Matter: Separated general Overview & SDPi Overview better + integrated TF-1:2 out of Vol 1 into front matter
  4. Added informative ballot text boxes to help pose specific questions or to indicate what is intended to be included in blank sections.

Last minute updates in preparation for a work-in-progress version to be circulated for COMMENT ONLY during the HL7 SEP 2026 ballot cycle.
@ToddCooper

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2026.08.05 Update Notes:
Update includes the final tweaks for the Standalone SDPi for HL7 SEP 2026 Ballot Cycle.

  1. Added clear highlighted note to cover page that this document "Standalone SDPI STANDARD - DRAFT VERSION - FOR COMMENT ONLY" (hopefully, no one misses that when they open the document!)
  2. Added some detail to the Gemini TF Overview to include non-sequential numbering rationale
  3. Cleaned up some of the outline levels

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2026.08.07 SDPi Friday Notes:
Updates per the changes resulting form the SDPi Friday call 2026.08.07:

  1. Typos (thank you, @eldonmetz !)
  2. Updated section heading for the "Using AsciiDoc" to include Publication to HTML
  3. BEGAN TO ... Move the TF-1C Use Cases appendix to a new section

Completion of the move will require more time and focus than is available this Friday midday!

Completed the move of the use case content from appendix TF-1C to the new Use Cases section toward the front of the document.
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2026.08.13 Update Notes:

  1. Completed Moving of Use Case Appendix to a new section
  2. Appendix B and C content remains (mostly) in volume1 tree, but will be refactored out once the changes are finalized.

@PaulMartinsen @d-gregorczyk :
AsciiDoc processing issues - I'm not current enough with the subtleties of what is happening in the processing to easily resolve the following issues:

  1. Front Matter Section Numbering - It gets turned off somewhere and not enabled until Volume 1 ... ?
  2. Use Cases Indentation - the use case sections are indented under the "General Overview..." section but should be at the same level. When I change anything at the top of a use case document, though, the processor blows up! For example:

[#clause_use_case_stad,sdpi_offset=2]
[role=use-case,use-case-id=stad,sdpi_feature="Synchronized Time Across Devices",oid-arcs=".1"]
=== Use Case Feature {var_use_case_id}: <<label_use_case_name_stad>> (<<acronym_stad>>)

If I change "===" to "==" ... bang!
If I change offset=2 to offset=1 ... bang
If I change both ... bang!
And of course, any other changes in indentation in the file also results in ... bang!

PaulMartinsen and others added 3 commits August 14, 2026 19:29
Fixed undefined anchor in standard document.
Finished updating the new Use Cases section formatting (correcting the numbering) + moved some comments.
@ToddCooper

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2026.08.14 Update Notes:

SDPi Friday discussion today:
QUESTION: When should this massive 100+ file PR be merged to Master? (Sooner the better?)

Updates to the branch from today:

  1. Updated @PaulMartinsen's work to number the use cases correctly
  2. Removed some of the highlighted instructions

QUESTION: Should section numbers be added to non-Volume sections?

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Standalone SDPi - Editorial Content Update Consistent Formatting of Actor Links in Supplement

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