Bottom Up Data Traceability using UI

1. Step By Step Process

2. Demo Video

1. Step By Step Process

Statistics Terminology

• Statistics Definition – a template which specifies schema/document fields, rules and formulas for creation of the Statistics.

• Statistics Assessment – a generated result/instance of the statistics (based on the definition) for a given collection of VC documents

1. Definition

1.1 List of statistics definitions and their statuses

1.2 New statistics definition

Define new Statistics by specifying mandatory parameters:

• Name – the name of the statistic, this will be displayed in the statistics grid for users to choose from.

• Policy – the policy to which this statistic is related to. All data used in the statistics assessment will from documents produced by projects governed by this policy.

1.3 Configuration

Statistics definition is configured via the corresponding configuration wizard.

1.3.1 Generic configuration options

1.3.2 Specifying data schemas and fields

To retrieve data from documents for use in the statistics Guardian relies on the schema and field specifications.

The main tool for their configuration is the “schema tree view” of the policy as shown below, which allows the identification of the needed fields by browsing and search.

1.3.2.1 Search

Field names and/or property names can be used in the search for lookup and identification of the target fields.

1.3.2.2 Selecting the fields

Selecting a schema ‘box’ in the tree pop-ups a right-hand panel where the list of fields in the selected schema is displayed. The interface allows for the selection of multiple fields using checkboxes.

Note: The right-hand panel always shows fields from the parent (or top-level) schemas, which are directly used by Guardian Policies to generate documents. As sub-schemas do not map to their own stand-alone documents (they are embedded into the parent schemas), when a sub-schema is selected in the tree view the right hand-panel display also includes fields from the parent document for clarity.

1.3.2.3 Properties

By default files are searched and displayed by description. Users can navigate to the Select Properties tab to switch to search and display by Properties.

Note: for fields which do not have defined Properties the UI instead shows their description fields in greyed out text.

1.3.2.4 Document selection

In addition to fields, for each target schema users must specify rules for selecting the target documents which conforms to the schemas. On the basis of these rules Guardian would compose 2 lists:

1. Main – these documents would be listed for user selection when creating Statistics Assessments. These are the documents that provide source data for statistics calculations.

2. Relationships – contains the list of dependent documents for the main document.

Document selections settings:

1. Main – each document conforming to this schema will be placed into the Main list to be available for use in creating Assessments.

Note: There must be at least a single schema marked as Main. Nominating more than one schema as Main for a single Assessment is not recommended.

1. Related – if the schema is marked as related, for each Main document Guardian will find documents conforming to this schema and which are linked to the main document via the relationships field. The link does not have to be direct.

2. Unrelated – all documents of this schema will be considered to be related to each Main document irrespectively whether they are linked or not.

   Example: there are 3 schemas: device, organization, Standard Registry (SR) which issued this policy. For our device statistics, fields from the organization and SR schemas are also required. In this case: device schema - Main, organisation schem