governance

name

governance

description

Manage the openEHR specification governance lifecycle — releases, change requests (CR/PR), and lifecycle states (DEVELOPMENT/TRIAL/STABLE…). This skill should be used when the user asks to create or tag a release, prepare a release branch, update the manifest for a release, submit or manage a CR/PR, promote a spec's status, or discuss the openEHR change process or Jira workflow. Not for clinical/archetype governance, amendment-record authoring (use amendment-record), or non-openEHR release management.

openEHR Specification Governance

This skill covers the change process, release management, and lifecycle governance for openEHR specifications. It is based on the official governance documents at specifications.openehr.org/governance.

Related Skills

• authoring — document scaffolding, repo layout, boilerplate structure
• amendment-record — detailed amendment record authoring conventions
• review — pre-release quality review of spec documents

Specification Lifecycle States

Every specification follows a formal lifecycle:

Planning → Development → Trial → Stable
                                    ↓
                                  Paused → Retired

State	Duration	Format	Versioning	Change Management
Planning	6 months max	Wiki	0.y.z	Informal
Development	18 months max	Wiki	0.y.z	Optional CRs
Trial	2 years max	HTML + computable	x.y.z	Formal CRs
Stable	Unbounded	HTML + computable	x.y.z	Formal CRs
Paused	Unbounded	HTML + computable	paused	CRs only for state changes
Retired	Unbounded	Frozen version	n/a	None

The Specifications Editorial Committee (SEC) reviews promotion criteria three months before target dates. Unmet criteria may trigger a single three-month extension; subsequent failure results in retirement.

The spec_status field in manifest.json and manifest_vars.adoc tracks this state.

Versioning

openEHR uses three-part semantic versioning (x.y.z):

• Patch (z): Error corrections and minor additions that do not change semantics
• Minor (y): Significant additions that do not change existing semantics
• Major (x): Semantic changes requiring potential software upgrades or data migration

Documentation-only corrections (typos, clarifications) receive a revision number update without triggering a new release number.

Artifact Types

Problem Reports (PRs)

• Raised by anyone on the public SPECPR Jira tracker
• Document issues, bugs, or requirements against existing specifications
• The SEC reviews PRs every three months
• Reference format in specs: {spec_tickets}/SPECPR-NNN[SPECPR-NNN^]

Change Requests (CRs)

• Created only by SEC members on component-specific Jira trackers (e.g., SPECRM, SPECAM)
• Each CR documents a specific modification to one or more specifications
• CRs reference the PRs they address
• Reference format in specs: {spec_tickets}/SPECRM-NNN[SPECRM-NNN^]

Change Request Lifecycle

1. Creation

A CR requires: title, description, problem statement or PR references, affected component(s).

2. Acceptance

The SEC determines if the CR addresses real needs. Accepted CRs receive:

• Completion target date
• Work estimate (days)
• Assigned Change Owner (the component maintainer or designee)
• Priority: minor, major, or critical

3. Work Execution

Minor changes (single-document, no semantic impact):

• Edit directly on the working branch
• Generate publication formats for review

Major changes (cross-cutting or semantic):

• Create a development branch
• Track progress on a dedicated wiki page
• 30-day open community review period required before approval

4. Approval

Minor changes:

• Component Maintainer reviews
• Pass → commit to specification library
• Fail → one week to revise (max 3 rounds, then rejected)

Major changes:

• 30-day community review on Discourse specifications forum
• Assignee revises within two weeks based on feedback
• Two-thirds SEC majority vote required
• Max 3 review rounds, then rejected

5. Community Requirement

From Release 1.0 onward, specification changes (excluding documentation-only text updates) must be announced on the Discourse specifications forum, and require implementation in at least one formal software, schema, or technical expression before adoption.

Release Process

Releases organize changes by component. The SEC defines release identifiers and delivery dates, allocating CRs to releases.

Release Naming

• Releases: Release-N.N.N (e.g., Release-1.0.4)
• Fix releases: Release-N.N.NvN (e.g., Release-1.0.4v1) — for post-release corrections

Steps to Create a Release

Read references/release-checklist.md for the full step-by-step checklist.

The high-level process:

1. Jira: Close all CRs and PRs for this release. Create saved searches for the release versions.
2. manifest.json: Set the release date, verify spec_status for each spec, ensure Jira links are correct.
3. Git: Create a release branch (Release-N.N.N), publish with -l Release-N.N.N, commit, tag (annotated), push.
4. Webhook: The push triggers the specifications.openehr.org server to pull and deploy.

Steps to Fix a Release

1. Check out the release branch
2. Make corrections to source files
3. Republish with the original release label
4. Commit and add a new annotated tag: Release-N.N.NvN+1
5. Push (webhook overwrites the deployed release)
6. Merge fixes back into master

Creating a New Specification

New specifications are proposed via PR or CR. The SEC verifies:

• Identifier assignment (the id field)
• Structural placement within the specification library
• Scope consistency with existing specifications
• Component location

Required Structure

All specifications must include:

• Front matter: identifier, version, amendments, copyright
• Introduction: purpose, related documents, status, tools, change history
• Main content
• References
• Internationalization considerations (where relevant)

Entry Paths

1. Mature external offering: SEC assesses maturity; may start at Trial or Stable
2. New development: Starts at Planning state with 0.y.z versioning

Roles

Role	Responsibility
SEC (Specifications Editorial Committee)	Reviews all changes, accepts/rejects CRs, manages release allocation, promotes specs
Component Maintainer	Supervises component specs, assigns Change Owners, approves minor changes
Change Owner	Develops impact assessments, executes work, revises based on feedback
Community	Raises PRs, participates in open reviews on Discourse