0. caDSR Briefing for Small Scale Harmonication Project
Denise Warzel
Associate Director, Core Infrastructure
caCORE Product Line Manager
July 25, 2007

1. NCI Center for Biomedical Informatics and Information Technology (CBIIT)
The CBIIT is the NCI’s strategic and tactical arm for research information management
We collaborate with both intramural and extramural groups
Mission to integrate and harmonize disparate research data
Production, service-oriented organization. Evaluated based upon customer and partner satisfaction.

2. caDSR and EVS Distinctions
caDSR is a metadata repository
maintains metadata to permit a user to locate the correct data element defining the characteristics of a piece of datum, an instance of a specific concept, in sufficient detail to be collected and stored on a computer
EVS is a terminology server
provides services for synonymy, mapping between vocabularies, hierarchical structures, Subconcepts, Superconcepts, Roles, Semantic type, etc.
The point here is that we have separated terminology development from data element development. caDSR is a customer of EVS.

3. * Training * Goals of the Registry Goals tools development:
Simplify development and creation of ISO/IEC compliant metadata by Data Element Curators and UML Modelers
Simplify consumption of Data Elements and standard vocabularies by end users and application developers through APIs and web services
Enhance reuse of Data Elements across domains
Enable semantic consistency across research domains
Support metadata life-cycle and governance processes
Created, maintained by NCI Contractors and Open Development model
Available as an open-source download
By ISO/IEC compliant, we mean that our implementation of the standard, while it includes NCICB specific extensions, still maps to the mandatory and optional metadata items prescribed by ISO/IEC 11179, Part 3. There are various levels of conformance, because of these business needs related extensions, caDSR is considered “conforming” as opposed to “strictly conforming”.
* Training *

4. * Training *
By ISO/IEC compliant, we mean that our implementation of the standard, while it includes NCICB specific extensions, still maps to the mandatory and optional metadata items prescribed by ISO/IEC 11179, Part 3. There are various levels of conformance, because of these business needs related extensions, caDSR is considered “conforming” as opposed to “strictly conforming”.

5. Introduction to caDSR Tools
CDE Browser to Search for, View and Download
Form Builder to Create user specified collections of CDEs
Skip patterns, repeating groups, default values
Side-by-Side Compare
UML Model Browser to View and manage UML Model metadata
CDE Curation Tool to Create Data Elements
Admin Tool to Administer caDSR and curate content - “Power Users”
Sentinel Tool to Generate end user ‘Alerts’ triggered by metadata changes
Semantic Integration Workbench – Semantic Integration/Annotation Tools, annotate, transform and register metadata
Batch Load to import Administered Items
Excel Loader (MS Excel)
Semantic Integration Workbench
UML Model Loader (XMI)
Case Report Form Loader (MS Excel)
Guest Form Builder
Create form from existing content and download it
Form Builder Only User (Adopter)
Revising Browser Classification Schemes to support Forms
Ways to track usage of data elements (you didn’t create)
Designating - “Used by”
Ascribe additional attributes
Alternate Names
Reference Document
Easier to track or search DEs that you are using
Classifying - “Classification Schemes”
Using on a Form - “Used on a Forms”
Access, Develop, Manage, Consume

6. Curation Tool To Create, Edit or Version: ISO 11179 Wizard
Data Element Concepts
Value Domains
Data Elements
ISO Wizard
Construct ISO compliant Data Elements by building up the pieces
Builds Names and Definitions from underlying components.
“Get Associated”
Leverage ISO to retrieve related CDEs
“Block Edit”
“shopping cart”
Assign classification schemes
Versioning

7. Sentinel Tool Create “Alerts”
User defined triggers based on data element metadata attributes
“notify me of any change to the Value Domain for any CDE on the Adverse Event Form
Generates and s a report of changes matching “Alert” criteria

8. CDE Browser “CONTEXT Browsing” Basic Search View, Search, Download
Shopping cart feature
FormBuilder to Build / Download Forms and Data Elements
“Context Browsing” Tree
By Classification Schemes
By Forms
CDE Basic Search Criteria
Google-like search
Sortable search results by clicking on column headings
Basic Search

9. CDE Browser Advanced Search Advanced Search
Leverages ISO and Concept semantic attributes
Find all with “ ” permissible value
Find all with “Gene*”
Find all with “Released” workflow status
Find all with “Standard” Registration status
Etc.
Advanced Search

10. Form Builder Create and Manage Forms “Printer Friendly” version
Organize CDEs into modules within a Form
Create skip patterns, default values, repeating groups
Attach pdf or word format
Classify Forms into groupings for specific end user communities
“Publish” “Un-Publish” for Browser Catalog visibility
“Printer Friendly” version
Download CDEs

11. Form Builder Create and Manage Forms “Printer Friendly” version
Organize CDEs into modules within a Form
Create skip patterns, default values, repeating groups
Attach pdf or word format
Classify Forms into groupings for specific end user communities
“Publish” “Un-Publish” for Browser Catalog visibility
“Printer Friendly” version
Download CDEs

12. CDE Side-by-Side Compare
Build shopping cart, compare CDE metadata side by side
Download to excel spreadsheet

13. UML Model Browser View CDEs as part of a UML Domain Model
Classes
Attributes
Associations
View Contact information, like to UML source file, documentation, etc

14. Administration Tool System Administration Create “Framework”:
User Accounts and Security
Lists of Values (LOVs) used in content creation
Create “Framework”:
Conceptual Domains
Classification Schemes (basis for organizing CDEs in Browser)
Define high level “Protocol”
IVA: Searching Individual DEs
VA:Curating Individual DEs
IID: Overview of existing tools

15. Batch Loading Semantic Integration Workbench and UML Loader
XMI representation of a UML Class Diagram
Class Object Class
Attribute Property
Enumeration Value Domain
Mapped EVS Concepts
Data Element Concept, Value Domain and Data Element harmonized with existing content and created from the above
Excel Loaders
Formatted MS Worksheet
Administered Items

16. ISO/IEC Administered Item Administration Record and Common Attributes
Unique Identifier
Registration Authority (RA)
Data Identifier (within RA)
Version
Administrative Status
Registration Status
Creation Date
Administrative Note(s)
Effective Date
Change Date(s)
Change Description(s)
Origin
Until Date
Created By
Modified By
Name(s)
Definition(s)
Stewardship Information
Submitter Information
Reference Document(s)
Classifications
Additional Value Domain Attributes
Datatype (ISO 11179)
Name, Description, Scheme Reference, Annotation (ISO 11179)
Codegen compatible, Comment
Format (ISO 11179)
Maximum Characters (ISO 11179)
Unit of Measure (ISO 11179)
Minimum Characters
High Value
Low Value
Character Set
If Enumerated:
Permissible Values (ISO 11179)
Value, Value Meaning, Begin Date, End Date (ISO 11179)
High Value, Low Value
If Non-enumerated:
Reference Document pointing to External ‘Top Node’ Concept

17. Create For Standard Codes

18. Create For Standard Code Sets
- Use this if you want everyone store the code the same way

19. caDSR URLs caDSR Home Page http://ncicb.nci.nih.gov/core/caDSR
Browser and Form Builder:
Admin Tool:
Curation Tool:
Sentinel Tool:
Freestyle search:
Semantic Integration Workbech:
caDSR Users, Developers ListServ
to subscribe to
to subscribe to
caDSR Training Home Page
caDSR Training ListServe
to subscribe to

20. caCORE Reading Materials
caCORE Homepage:
caCORE User Application Manual:
ftp://ftp1.nci.nih.gov/pub/cacore/NCICBapplications/NCICBAppManual.pdf
NCICB GFORGE
caGRID Browser
caCORE Technical Guide:
ftp://ftp1.nci.nih.gov/pub/cacore/caCORE3.1_Tech_Guide.pdf – caCORE APIs
caCORE Training
caDSR Business Rules
caDSR_Users List serv subscribe:
Send Request for caDSR Account to:
caBIG home page: documentation about the Grid

21. Questions?