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# Phyloreferencing: Advisory Board Meeting
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April 23, 2018
Deliverables, Roadmap, Current Status
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## Major deliverables
1. A **specification** for phyloreference construction and resolution
2. An **Ontology of Phyloreferences**
3. Proof-of-concept **application for finding, resolving, and validating phyloreferences** on a given tree
4. Web application demonstrating **large-scale biodiversity data integration using phyloreferencing**
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### Phyloreference specification
* Primary goals of this document:
* Describe computational properties a phyloreference _MUST_, _SHOULD_, and _MAY_ have.
* Defines a data model and its semantics for phyloreferences.
* Recommends ontology design patterns (to achieve these properties in OWL).
* Defines expectations for specifier matching.
* Currently in draft, in active development: <https://github.com/phyloref/specification>
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### Ontology product 1: Phyloreferencing Ontology
* Properties, classes, etc needed to express phyloreferences in OWL
- In active development: <https://github.com/phyloref/phyloref-ontology>
- Imports terms from several other community ontologies (CDAO, RO, IAO, etc)
- Anticipated to precipitate maintenance effort for CDAO
* Development driven by the Phyloref Specification
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### Ontology product 2:<br>Ontology of Phyloreferences
* Published and peer-reviewed clade definitions expressed as phyloreferences in OWL
* Vetted for following good practices (e.g., promoting concept stability)
* Deemed useful by biologists
* Entries authored and validated through the Phyloreference Curation Tool
- Uses the Phyloreferencing Ontology
- Ensures compliance with specification
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### Ontology of Phyloreferences: Development plan
* Major initial milestone is publication of all clade definitions from _Phylonym_ volume
- ~300 clades defined, named, and published according to the PhyloCode
- Curation off of RegNum
- Paper of the ontology to be published in close proximity to appearance of Phylonym volume
* Currently in planning stage
* Required tooling, feasibility re: timelines
* Coordinating with Phylonym team
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### Authoring and using phyloreferences
* Phyloreference Curation Tool
- Authoring phyloreferences
- Finding, resolving, and validating phyloreferences small-scale
- Status: in active development, initial release impending
* Large-scale biodiversity data integration app
- Use case development initiated
- Primary target for engagement with clade-oriented research groups
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![Interaction diagram](https://i.imgur.com/2thJeWW.png)
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## Roadmap
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### Milestones for Year 2
* Initial releases of major products:
* Curation tool 1.0
* Specification 1.0
* Phyloreferencing ontology 1.0
* Ontology of Phyloreferences 1.0
* Small-scale PoC app
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### Milestones for Year 2 (cont'd)
* Pre-release phase milestones:
* Actionable use cases for large-scale PoC app
* Community milestones:
* Engagement with clade-oriented research groups
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### Milestones for Year 3
* Major software products:
* Phyloreference authoring tool
* Sophisticated specifier matching
* Large-scale biodiversity data integration app
* Community milestones:
* Deep collaboration with select clade-oriented research group(s)
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## Major challenges
* Near to mid term: choosing a product that drives development and demonstrates utility
* _Ontology of Phyloreferences_
* Mid to long term:
* Algorithms for specifier replacement
* Use case and tech development for large-scale data integration app
* Engagement with community and research groups
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## Questions & Feedback
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