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Moved dei-extension-schema.json from _static to extras
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3 changes: 0 additions & 3 deletions documentation/dei/index.md

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37 changes: 37 additions & 0 deletions documentation/extensions/dei/governance.md
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# Governance and Versioning

As an extension to the 360Giving Data Standard, the DEI Extension is managed outside of the [governance process](https://standard.threesixtygiving.org/en/latest/about/governance/) of the 360Giving Data Standard itself.

360Giving is the steward of the DEI Extension. Our CEO is responsible for its day-to-day management, supported by a Product Manager and an external specialist technical team, Open Data Services Coop.

## Aims and Approach

Our aims and approach for maintaining the DEI Extension are as follows:

1. Compatibility with the 360Giving Data Standard
To maintain compatibility with the latest release of the 360Giving Data Standard.

2. Compatibility with the DEI Data Standard
To maintain compatibility with the DEI Data Standard itself whenever possible. Updates to the DEI Extension will be issued in a timely manner to bring it in line with changes to the taxonomy structure and codes included in the DEI Data Standard, as well as any guidance about how to apply this to publishing the data alongside 360Giving data.

3. Use semantic versioning
To use semantic versioning to version this extension: MAJOR updates will not be compatible with previous versions of the extension, MINOR updates will add new features that are backwards compatible, and PATCH updates will fix bugs and amend documentation.

4. Consider stakeholders needs in the revision process
To consider stakeholders needs and follow [360Giving Data Standard revision processes](https://standard.threesixtygiving.org/en/latest/about/governance/#the-revision-process) when making updates to the DEI Extension.

## Versions

The DEI Extension is versioned using [Semantic Versioning](https://semver.org/).

The version number of the DEI Extension and update processes and schedules are *separate* from each: the [360Giving Data Standard](https://standard.threesixtygiving.org/en/latest/about/governance/#versions); and the [DEI Data Standard](https://www.funderscollaborativehub.org.uk/collaborations/dei-data-standard).

This means there may be times when data shared using the DEI Extension does not match the latest version of the DEI Data Standard.

The version number and all notable changes are documented by Release via the Changelog.

## Changelog

All notable changes to the DEI Extension are documented by Release via the extension's [Github repository](https://github.com/ThreeSixtyGiving/360-dei/releases)


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# DEI Guidance
# Guidance for Publishers

## Introduction

Expand Down
17 changes: 17 additions & 0 deletions documentation/extensions/dei/index.md
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# Diversity, Equity, and Inclusion Extension

This is the documentation for the DEI Extension provided by 360Giving. The DEI Extension is an extension to the 360Giving Data Standard which allows [Diversity, Equality, and Inclusion (DEI) Data Standard](https://www.funderscollaborativehub.org.uk/dei-data-standard) data to be published alongside [360Giving data](https://standard.threesixtygiving.org/en/latest/#), so that it can be validated and used in 360Giving tools.

The DEI Data Standard is developed and maintained by the DEI Data Group, with technical support provided by 360Giving.

The DEI Extension has been developed and is maintained by 360Giving to support new and existing 360Giving publishers to include DEI Data Standard data in their 360Giving data files.

```eval_rst
.. toctree::
:maxdepth: 3
governance
reference
guidance
```

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# DEI Reference

## About

This is the documentation for the DEI Extension provided by 360Giving. The DEI Extension is an extension to the 360Giving Data Standard which allows [Diversity, Equality, and Inclusion (DEI) Data Standard](https://www.funderscollaborativehub.org.uk/dei-data-standard) data to be published alongside [360Giving data](https://standard.threesixtygiving.org/en/latest/#), so that it can be validated and used in 360Giving tools.

The DEI Data Standard is developed and maintained by the DEI Data Group, with technical support provided by 360Giving.

The DEI Extension has been developed and is maintained by 360Giving to support new and existing 360Giving publishers to include DEI Data Standard data in their 360Giving data files.

### Governance and Versioning

As an extension to the 360Giving Data Standard, the DEI Extension is managed outside of the [governance process](https://standard.threesixtygiving.org/en/latest/about/governance/) of the 360Giving Data Standard itself.

360Giving is the steward of the DEI Extension. Our CEO is responsible for its day-to-day management, supported by a Product Manager and an external specialist technical team, Open Data Services Coop.

#### Aims and Approach

Our aims and approach for maintaining the DEI Extension are as follows:

1. Compatibility with the 360Giving Data Standard
To maintain compatibility with the latest release of the 360Giving Data Standard.

2. Compatibility with the DEI Data Standard
To maintain compatibility with the DEI Data Standard itself whenever possible. Updates to the DEI Extension will be issued in a timely manner to bring it in line with changes to the taxonomy structure and codes included in the DEI Data Standard, as well as any guidance about how to apply this to publishing the data alongside 360Giving data.

3. Use semantic versioning
To use semantic versioning to version this extension: MAJOR updates will not be compatible with previous versions of the extension, MINOR updates will add new features that are backwards compatible, and PATCH updates will fix bugs and amend documentation.

4. Consider stakeholders needs in the revision process
To consider stakeholders needs and follow [360Giving Data Standard revision processes](https://standard.threesixtygiving.org/en/latest/about/governance/#the-revision-process) when making updates to the DEI Extension.

#### Versions

The DEI Extension is versioned using [Semantic Versioning](https://semver.org/).

The version number of the DEI Extension and update processes and schedules are *separate* from each: the [360Giving Data Standard](https://standard.threesixtygiving.org/en/latest/about/governance/#versions); and the [DEI Data Standard](https://www.funderscollaborativehub.org.uk/collaborations/dei-data-standard).

This means there may be times when data shared using the DEI Extension does not match the latest version of the DEI Data Standard.

The version number and all notable changes are documented by Release via the Changelog.

#### Changelog

All notable changes to the DEI Extension are documented by Release via the extension's [Github repository](https://github.com/ThreeSixtyGiving/360-dei/releases)

## Technical Reference
# Technical Reference

### Extension Structure Overview

Expand Down Expand Up @@ -83,17 +37,10 @@ For a publisher of data using this extension this means that:

This section contains a reference for the Extension’s schema

#### Grant and DEI Details

The extension defines the `deiDetails` field, which is a new object in the 360Giving Grant Schema

TODO schema table for grants.deiDetails

#### DEI Application Area

The extension defines a new `DeiApplicationArea` with the following fields:

TODO schema table for DeiApplicationArea
```eval_rst
.. jsonschema-titles:: ../../extras/dei-extension-schema.json
```

### Codelists

Expand All @@ -103,18 +50,47 @@ The extension adds several codelists to promote interoperability between dataset

A codelist to declare whether DEI Data Standard questions were asked for this grant, and how.


```eval_rst
.. csv-table::
:url: https://raw.githubusercontent.com/ThreeSixtyGiving/360-dei/refactor-to-minimal/codelists/askedStatus.csv
:header-rows: 1
:widths: auto
```

#### Available Options

A codelist to declare which answer options were available to the respondents.

```eval_rst
.. csv-table::
:url: https://raw.githubusercontent.com/ThreeSixtyGiving/360-dei/refactor-to-minimal/codelists/availableOptions.csv
:header-rows: 1
:widths: auto
```

#### Reply Status

A codelist to declare whether a reply to DEI Data Standard questions was received or not.

```eval_rst
.. csv-table::
:url: https://raw.githubusercontent.com/ThreeSixtyGiving/360-dei/refactor-to-minimal/codelists/replyStatus.csv
:header-rows: 1
:widths: auto
```

#### Taxonomy Codes

The authoritative source for the DEI Taxonomy codes vocabulary is the [DEI Data Standard](https://www.funderscollaborativehub.org.uk/collaborations/dei-data-standard) and should take precedence over all other sources of information about the DEI Taxonomy codes, including this codelist.

The DEI Extension for 360Giving creates and maintains this codelist by taking the hierarchical codes defined in the DEI Data Standard, encoding them into JSON, and then generating this codelist automatically. This is necessary to provide a machine-readable codelist to support validation.

Please see the [Guiding Principles](#guiding-principles) section for more information on how we respond to updates in the DEI Standard.

```eval_rst
.. csv-table::
:url: https://raw.githubusercontent.com/ThreeSixtyGiving/360-dei/refactor-to-minimal/codelists/taxonomyCodes.csv
:header-rows: 1
:widths: auto
```
23 changes: 23 additions & 0 deletions documentation/extensions/index.md
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# Extensions Documentation

This is a holding page for the Extension Section. This will be updated with proper copy before deployment.

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```eval_rst
.. toctree::
:maxdepth: 3
dei/index
```
109 changes: 109 additions & 0 deletions documentation/extras/dei-extension-schema.json
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{
"$schema": "http://json-schema.org/draft-04/schema#",
"definitions": {
"DeiApplicationArea": {
"type": "object",
"description": "A DEI application area used to collect information about whether a particular question was asked, responded to, and additional information. It also contains the response information under the Response fields.",
"required": [
"askedStatus"
],
"properties": {
"askedStatus": {
"type": "string",
"title": "Asked Status",
"description": "A code referring to how this question was asked. The value for this field should be drawn from the Asked Status codelist.",
"codelist": "askedStatus.csv",
"openCodelist": false
},
"replyStatus": {
"type": "string",
"title": "Reply Status",
"description": "A code referring to the status of the reply to this question. The value for this field should be drawn from the Reply Status codelist.",
"codelist": "replyStatus.csv",
"openCodelist": false
},
"availableOptions": {
"type": "array",
"title": "Available Options",
"description": "Code(s) referring to options which were available when the question was asked. The value for these codes should be drawn from the Available Options codelist.",
"items": {
"type": "string",
"codelist": "availableOptions.csv",
"openCodelist": false
},
"uniqueItems": true
},
"additionalDetails": {
"type": "string",
"title": "Additional Details",
"description": "A free text field to include any additional details or rationales that may be important to this context."
},
"response": {
"type": "object",
"title": "DEI Response",
"description": "A response to a DEI Application area, containing information such as the taxonomy codes selected and any lived experience or geography responses.",
"properties": {
"taxonomyCodes": {
"title": "Taxonomy Codes",
"description": "The Taxonomy Codes selected from the DEI Taxonomies. The value for these codes should be drawn from the Taxonomy Codes codelist.",
"type": "array",
"items": {
"type": "string",
"codelist": "taxonomyCodes.csv",
"openCodelist": false
},
"uniqueItems": true
},
"livedExperience": {
"type": "string",
"title": "Lived Experience",
"description": "A free text description of other types of lived experience that is not drawn from the Taxonomy."
},
"geography": {
"type": "string",
"title": "Geography",
"description": "A free text description that is not drawn from a vocabulary but instead relates to a particular geographical area."
}
}
}
}
}
},
"properties": {
"deiDetails": {
"type": "object",
"title": "DEI Details",
"description": "The DEI Details for this grant. Contains information about separate application areas and the responses to them.",
"required": [
"leadership",
"mission",
"project"
],
"properties": {
"deiVersion": {
"type": "string",
"title": "DEI Data Standard Version",
"description": "The version of the DEI Data Standard that this data uses e.g. 1.1",
"pattern": "^[1-9]+\\.[1-9]\\d*$"
},
"purposes": {
"type": "string",
"title": "Purposes",
"description": "The purposes of collecting this data."
},
"leadership": {
"title": "Leadership",
"$ref": "#/definitions/DeiApplicationArea"
},
"mission": {
"title": "Mission",
"$ref": "#/definitions/DeiApplicationArea"
},
"project": {
"title": "Project",
"$ref": "#/definitions/DeiApplicationArea"
}
}
}
}
}
1 change: 1 addition & 0 deletions documentation/index.md
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guidance/index
individuals/index
technical/index
extensions/index
about/index
```

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