Agenda

Open source rules engine
- Inventory of existing rules engine implementations in Ed-Fi Ecosystem
  - Survey of Rule Engines
- Edwire feedback
- Next steps
Validation API
- Review of notes and comments from last meeting
- Next steps

Meeting deck: Rules_engine_and_Validation_API_SIG - Meeting 3.pptx

Participants

Chris Moffatt (Deactivated) , Ed-Fi Alliance
Audrey Shay (Unlicensed) , Wisconsin DPI
Jeff Dodds (Deactivated), West Ada School District
Neal Schuh , Skyward
jennifer.downey , Infinite Campus
Doug Quinton, PowerSchool
Jon Hickam (Unlicensed) , Learning Tapestry
Jim McKay (Deactivated), Keith D. Brown (Deactivated) ,Certica Solutions
david.cintron, Edwire
Douglas Loyo , Student1
Shannon Kerlick (Deactivated) , Ed-Fi Alliance
Vinaya Mayya . Ed-Fi Alliance
Lyria Zeh , MSDF

Meeting Notes

The group reviewed the draft of Inventory of Rules Engines in the Ed-Fi Ecosystem in Survey of Rule Engines. (SIG participants, please add comments to this document to note additional instances you are aware of.)

David Cintron led a discussion around an existing open source approach to, that has similarities to the proposed "Option 3: the "Pure SQL approach", in the Open Source Rules Engine Survey and Recommendation document:

I want to share a really good model that includes similar use cases around an open source T-SQL base rules engine, data submission broker, shared validation rules and finally an open source website and data visualization dashboard. Here are some resources that I found insightful on how to create a loosely coupled solution around business rules:

Write-Up on Open Source Rules Engines
Data Broker Validation and Back-end
Rules Engine Validation
Opensource Website/Dashboard (End-Result)

The use case of Ed-Fi implementors wanting to compare data in the ODS with source system data came up, and there was discussion around whether this should be considered a form of "L2 validation", that could be addressed with the "SQL-based approaches being discussed", or is a largely different undertaking. The general consensus seemed to be that it may overlap, but would need to be proven out. A key difference though is access to source-system data for comparison - which is not contemplated in the SIG approaches to rules engine or validation API.

LEA's/Collaboratives with Ed-Fi implementations that are interested/motivated to understand that state/quality of data landing in an Ed-Fi ODS include: West Ada, YESPrep, San Francisco, and Oregon Nexus. (SIG participants, please add comments to this document to note additional agencies you are aware of.)

The meeting concluded with discussion of potential for Ed-Fi implementations to move both Validation API and a "simple SQL-based rules engine" concepts forward. There remains interest, but requires further discussion within agencies.

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