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remove mention of building blocks and blocks from documentation #1660

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@odscjen odscjen commented Nov 17, 2023

closes #1347

Used primarily "objects" as per the section of the style guide that states

When describing JSON schema * “object”, not “block”

but did use "sub-schema" in a few instances.

There's 2 uses of "block" in the schema itself but they'll be covered by a PR for #850

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I think the style guide needs updating to reflect the agreement in #1347, my understanding of which is that we should use 'sub-schema' when referring to the definitions in the schema and 'object' when referring to their representation in data. That aligns with the sentence that appears at the start of the sub-schema reference in OC4IDS, which explains the relationship between sub-schemas and objects.

Most of my suggested changes are based on that understanding, except where I've suggested replacing 'object' with 'array' in order to align with the types in the schema.

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There are two occurrences in documentType.csv (subContract, billOfQuantity) where we can just delete the last clause. If those aren't handled by other PRs or issues, let's fix them here.

Noting that use of "block" on two occasions in the Milestone sub-schema will be fixed by #850

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odscjen commented Dec 7, 2023

I've removed the final sentences from both of those codes in documentType as I don't they were being picked up anywhere else

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I started reviewing, but having now read more content using the different available terms, I think we should prefer "field", unless the word "object" or "array" is contributing to the understanding of the sentence. Can you review with that in mind?

We can update the handbook accordingly.

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odscjen commented Dec 15, 2023

added an issue to the handbook repo to update the style guide open-contracting/standard-development-handbook#285

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odscjen commented Jan 9, 2024

@jpmckinney are you ok with the suggestions in open-contracting/standard-development-handbook#285 (comment), if so I'll redo this PR with those all in mind

@@ -74,7 +74,7 @@ This approach puts the burden of data conversion on data sources. Yet it might b

This approach might also be suitable to combine data from many data sources. Each source becomes an OCDS publisher. The middleware becomes less complex since it only ingests data in a single format.

The [OpenProcurement](http://openprocurement.org/en/) system adopted a similar approach. This system was developed in Ukraine and it's the base for the [Prozorro](https://prozorro.gov.ua/en/) platform. Prozorro uses OCDS building blocks as the foundation for data sources' data models.
The [OpenProcurement](http://openprocurement.org/en/) system adopted a similar approach. This system was developed in Ukraine and it's the base for the [Prozorro](https://prozorro.gov.ua/en/) platform. Prozorro uses OCDS subschema as the foundation for data sources' data models.
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I don't think the mention of subschema here really adds anything so we can avoid it altogether.

Suggested change
The [OpenProcurement](http://openprocurement.org/en/) system adopted a similar approach. This system was developed in Ukraine and it's the base for the [Prozorro](https://prozorro.gov.ua/en/) platform. Prozorro uses OCDS subschema as the foundation for data sources' data models.
The [OpenProcurement](http://openprocurement.org/en/) system adopted a similar approach. This system was developed in Ukraine and it's the base for the [Prozorro](https://prozorro.gov.ua/en/) platform. Prozorro uses the OCDS schema as the foundation for data sources' data models.

@@ -1,6 +1,6 @@
# Extensions

OCDS provides a common core of [sections](../../schema/reference.md#release-structure) and [building blocks](../../schema/reference.md#building-block-reference) for describing contracting (or planning) processes.
OCDS provides a common core of [sections](../../schema/reference.md#release-structure) and [subschemas](../../schema/reference.md#subschema-reference) for describing contracting (or planning) processes.
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Per open-contracting/standard-development-handbook#285 (comment)

Suggested change
OCDS provides a common core of [sections](../../schema/reference.md#release-structure) and [subschemas](../../schema/reference.md#subschema-reference) for describing contracting (or planning) processes.
OCDS provides a common core of [fields](../../schema/reference.md#release-structure) and [subschemas](../../schema/reference.md#subschema-reference) for describing contracting (or planning) processes.

The tender milestones block is used to describe two types of milestone:
* Key dates in the tender and award stages which are not covered by other fields, for example, the date by which the buyer or procuring entity will respond to enquiries.
Tender milestones describe:
* Key dates in the tender and award stages which are not covered by other fields, for example, the date by which procuring entity will respond to enquiries.
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Suggested change
* Key dates in the tender and award stages which are not covered by other fields, for example, the date by which procuring entity will respond to enquiries.
* Key dates in the tender and award stages which are not covered by other fields, for example, the date by which the procuring entity will respond to enquiries.

@@ -11,7 +11,7 @@ Details of natural persons can be disclosed using the `parties` section in OCDS
* The natural person is a tenderer or supplier; and
* The laws in your jurisdiction permit the publication of such details

Subject to the above, you can disclose identifiers for natural persons using the `Identifier` building block.
Subject to the above, you can disclose identifiers for natural persons using the `identifier` field.
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Always use 'object' when referring to an object. Add parent to path to reduce ambiguity.

Suggested change
Subject to the above, you can disclose identifiers for natural persons using the `identifier` field.
Subject to the above, you can disclose identifiers for natural persons using the `parties.identifier` object.

@@ -11,7 +11,7 @@ Details of natural persons can be disclosed using the `parties` section in OCDS
* The natural person is a tenderer or supplier; and
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I can't comment on line 9 but 'section' should be updated to 'array'.

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Same on line 30.


### Amendment

A release may amend values from a previous release. Whilst the release & record model of OCDS offers the opportunity to keep a full versioned history of changes, in many cases it is important for changes to a tender, award or contract to be explicitly declared.

The amendment array in a tender, award or contract block provides the ability to detail the amendments that have taken place with dates, rationale and free-text descriptions of the change, as well as to point to the releases that contain information from before and after the amendment.
The `amendments` array in a `tender`, `Award` or `Contract` object provides the ability to detail the amendments that have taken place with dates, rationale and free-text descriptions of the change, as well as to point to the releases that contain information from before and after the amendment. Each amendment is detailed using the `Amendment` subschema.
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Suggested change
The `amendments` array in a `tender`, `Award` or `Contract` object provides the ability to detail the amendments that have taken place with dates, rationale and free-text descriptions of the change, as well as to point to the releases that contain information from before and after the amendment. Each amendment is detailed using the `Amendment` subschema.
The `amendments` array in a `tender`, `Award` or `Contract` object provides the ability to detail the amendments that have taken place with dates, rationale and free-text descriptions of the change, as well as to point to the releases that contain information from before and after the amendment.

@@ -387,8 +387,8 @@ See the [parties](#parties) section.

An organization reference consists of two main components:

* An `id` used to cross-reference the entry in the [parties](#parties) section that contains full information on this organization;
* A `name` field that repeats the name given in the [parties](#parties) section, provided for the convenience of users viewing the data, and to support detection of mistakes in cross-referencing.
* An `id` used to cross-reference the entry in the [parties](#parties) array that contains full information on this organization;
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Suggested change
* An `id` used to cross-reference the entry in the [parties](#parties) array that contains full information on this organization;
* An `id` used to cross-reference the object in the [parties](#parties) array that contains full information on this organization;

@@ -535,7 +535,7 @@ In the event that a date field is not bound to a specific time at all, publisher

### Item

The items block is used to list the line-items associated with a tender, award or contract.
The `Item` subschema is used to describe the line-items associated with a tender, award or contract.
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Suggested change
The `Item` subschema is used to describe the line-items associated with a tender, award or contract.
The `Item` subschema is used to represent the line-items associated with a tender, award or contract.

@@ -605,15 +611,15 @@ The items block is used to list the line-items associated with a tender, award o

### Milestone

Milestone information can be included in the [planning](#planning), [tender](#tender), [contract](#contract) and [contract implementation](#implementation) blocks.
Milestone information can be included in the [planning](#planning), [tender](#tender), [contract](#contract) and [contract implementation](#implementation) objects.
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Suggested change
Milestone information can be included in the [planning](#planning), [tender](#tender), [contract](#contract) and [contract implementation](#implementation) objects.
Milestone information can be included in [planning](#planning), [tender](#tender), [contract](#contract) and [contract implementation](#implementation) objects.

@@ -669,10 +675,10 @@ In OCDS each contracting process can have only one tender stage. There are a num

* When one planning process results in many tenders;
* When a contract is awarded following two distinct, but related, tender processes, such as in national frameworks with locally run mini-competitions;
* When a contract results in the award of sub-contracts - and those sub-contracts are also tracked using OCDS;
* When a contract results in the award of subcontracts - and those subcontracts are also tracked using OCDS;
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The RelatedProcess reference needs updating per #1713 so I haven't reviewed the changes here.

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Eliminate language of "building blocks"
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