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PRISMA 2020 Specification & Data Model Constraints

Overview

This directory contains the binding specification documents produced by Phase 2 of the SyRF Platform Evolution. These documents constrain ALL data model decisions in Phases 3-16 across three releases.

The specification ensures that every data model choice -- from field names and entity relationships to lifecycle state machines and screening outcome structures -- is PRISMA 2020 compatible. Without these constraints, implementation phases would risk introducing structures that silently break PRISMA flow diagram generation.

Core principle: Data model decisions are irreversible once data exists. These specifications prevent mistakes that would require painful migrations.

Document Index

Document Purpose Key Contents
prisma-flow-diagram-mapping.md PRISMA box-to-field mapping 17 boxes, 34 fields, derivation rules, gap analysis
three-level-data-model.md Publication/Citation/Study entities Entity specs, relationships, migration strategy
deduplication-service-specification.md Dedup service interface ASySD integration, confidence model, enrichment rules, merge scenarios
study-lifecycle-and-source-taxonomy.md Lifecycle status & source types 9 lifecycle states, 6 source types, PRISMA count derivation
prisma-constraint-annotations.md Per-phase constraints & release checklists 14 phase annotations, 3 release checklists, validation procedures

How This Specification Package Is Used

Phase Executors

Before implementing any phase (3-16), read the relevant section in prisma-constraint-annotations.md and comply with all MUST constraints. Cross-references in the constraint annotations point to the specific specification document and section that defines the requirement.

Migration Authors

Before each release migration, run ALL items in the release's validation checklist (found in prisma-constraint-annotations.md Section 4). The validation procedures section provides exact MongoDB queries and code grep patterns.

Feature Spec Authors

When designing new features, cross-reference the three-level-data-model.md and study-lifecycle-and-source-taxonomy.md to ensure compatibility. In particular: - New Study fields must not conflict with reserved PRISMA field names - Screening-related data must use the per-profile screeningOutcomes[] pattern, never a single study-level status - Any entity that touches deduplication must preserve Citation immutability

PRISMA Report Implementers (Phase 16)

Use the derivation rules in prisma-flow-diagram-mapping.md Section 3 as the authoritative source for PRISMA box population. Every box's field, entity path, and aggregation query is documented there.

Requirements Covered

Requirement Status Covered In
PRISMA-01 Specified prisma-flow-diagram-mapping.md
PRISMA-02 Specified study-lifecycle-and-source-taxonomy.md
PRISMA-03 Specified three-level-data-model.md
PRISMA-04 Specified study-lifecycle-and-source-taxonomy.md
PRISMA-05 Specified deduplication-service-specification.md, study-lifecycle-and-source-taxonomy.md
ARCH-07 Specified three-level-data-model.md
DEDUP-01 Specified (design) deduplication-service-specification.md

All 7 requirements mapped to Phase 2 in the REQUIREMENTS.md traceability table are covered by this specification package.

Relationship to Other Feature Specs

These specifications inform (but do not replace) the following feature-level specs:

  • docs/features/screening-annotations/ -- Implements the FinalScreeningOutcome and structured exclusion reasons referenced by this specification
  • docs/features/screening-profiles/ -- Implements the screening profiles that produce per-profile screening outcomes
  • docs/features/stage-filtering/ -- Implements stage study pools referenced in PRISMA count derivation
  • docs/features/annotation-management-reconciliation/design-decisions.md -- Contains the authoritative design decisions (D1-D50) that informed this specification

Change Policy

These specifications are AUTHORITATIVE. Changes require:

  1. Identification of which PRISMA box or entity is affected
  2. Impact analysis on downstream phases (use the PRISMA Impact column in prisma-constraint-annotations.md summary table)
  3. Update to all affected specification documents (changes often cascade across multiple specs)
  4. Update to release validation checklists if the change affects checklist items

Changes to MUST constraints require re-evaluation of all phases at or above the affected phase's PRISMA impact level.


Created: 2026-02-17 Phase: 02-prisma-specification-data-model-constraints