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Recent scope and rule changes
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Add providing full equipment configuration is out of scope.

Update Observation business rules to reflect many:many for target -> observation and target -> proposal
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mwapst committed Jul 3, 2024
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8 changes: 5 additions & 3 deletions docs/Design/BusinessRules.md
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Expand Up @@ -31,9 +31,11 @@ Polaris must not offer the Maintain Polaris observatory reference data option to
### *Observations*

<ul><li>A proposal has one or more observations</li>
<li>An observations has one target</li>
<li>A target has one set of technical goals, one or many timing windows, and zero, one or many constraints, and must be identified as either Observation or Calibration</li>
<li>A set of technical goals consists of one set of performance parameters and one or more spectral windows</li></ul>
<li>An observation has one or more targets, but usually just one</li>
<li>A target is an attribute of one or more observations, and one or more proposals</li>
<li>A target has one set of performance parameters, one or many spectral windows, one or many timing windows, and zero, one, or many constraints, and must be identified as either Observation or Calibration</li>
<li>Performance parameters and spectral windows are known collectively as technical goals, usually just one per target, and maybe even per proposal</li>
</ul>

### *Proposal cycle*

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30 changes: 24 additions & 6 deletions docs/Design/PurposeAndScope.md
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Expand Up @@ -7,13 +7,30 @@ The application will be known as the Polaris Proposal Submission Tool (Polaris).

## **Overall scope and goals**

Polaris will be used for the following activities:-
Polaris will manage the following activities:-

Participating observatories publish their future observing cycles, typically of six months duration. Each observatory maintains an inventory of available resources.
* Participating observatories publish their future observing cycles, typically of six months duration. Each observatory maintains an inventory of available resources.

Astronomers create, maintain, and submit observing proposals for one of those cycles. They may submit their proposals to more than one observatory and may also create another proposal from an existing one, submitting it after editing.
* Astronomers create, maintain, and submit observing proposals for one of those cycles.

* * Their proposal will include sufficient scientific and technical details for the TAC to be able to make an informed decision about the proposal, but no more.

* * They may submit their proposals to more than one observatory and may also create another proposal from an existing one, submitting it after editing.

* TAC nominated reviewers discover and read astronomers’ submitted proposals and assign to them a score which will determine whether or not observing time is allocated. The final decision regarding observing time allocation rests with the TAC. In the event of an observing cycle being oversubscribed, the TAC may revoke any allocation.

Polaris will *not* manage the following activities

* Providing full configuration details to enable the observatory equipment to fulfil the observation needs of the proposal

* * These will be provided independently by the astronomer once the TAC have agreed to allocate time and resources to the proposal

* Scheduling of resources at an observatory following allocation of time to a proposal by the TAC

* Managing proposal state beyond completion

* * There are complicated rules around publication accessibility

TAC nominated reviewers discover and read astronomers’ submitted proposals and assign to them a score which will determine whether or not observing time is allocated. The final decision regarding observing time allocation rests with the TAC. In the event of an observing cycle being oversubscribed, the TAC may revoke any allocation.

The desired outcomes are that astronomers are able to make their observations using their nominated observatory’s resources, and that the observatory's resources are used effectively.

Expand All @@ -33,9 +50,10 @@ The desired outcomes are that astronomers are able to make their observations us
| Allocate time for a submitted proposal | Must - NB Polaris captures this decision but does not have access to the observatory schedules in order to make it |
| Assign roles to users | Must |
| Automate scheduling of proposals | Won’t – it does provide the input data for a scheduling tool however. |
| Capture all technical configurations necessary to operate the observatory equipment | Won't |
| Capture observatory details, eg location, equipment, availability, observing cycles, etc | Must |
| Capture state of a completed proposal | Could |
| Capture published state of a completed proposal | Won't - there are complicated rules around publication accessibility |
| Capture published state of a completed proposal | Won't |
| Capture state of a submitted proposal | Could |
| Capture system details, eg users and roles | Must |
| Clone a proposal | Must |
| Communicate with users | Should |
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