1. Quality Education for a Healthier Scotland Clinical Knowledge Publisher Overview and Demonstration Sandra Davies, Senior Information Manager, Knowledge Services Group November 2012

2. Quality Education for a Healthier Scotland Background and context Developed alongside NHS Tayside through local clinical and eHealth engagement and partnership with NES Knowledge Services Problem: NHS Tayside wanted to make it much easier for busy clinicians to create and locate clinical pathways, guidelines and protocols in a consistent and reliable way ITT issued November 2011 – Bluebay CT awarded contract to produce system Currently being pilotted in NHS Tayside with 6 clinical pathways groups Training cascaded via Improvement and eHealth teams NES Knowledge Services now seeking new partners to pilot system as part of Knowledge into Action actionable knowledge workstrands

3. Quality Education for a Healthier Scotland What is the Clinical Knowledge Publisher? A web-based system that allows logged-in users to: Design and publish clinical pathways and guidelines documents Link items together, e.g. linking from a pathway to a guideline recommendation, web links, resources from The Knowledge Network, or piece of freetext Apply metadata and taxonomy to pathways and guidelines at a general and granular level, for consistent description and to optimise information retrieval

4. Quality Education for a Healthier Scotland Demonstration Registration and log-in Designing a pathway Linking to related information Applying metadata and taxonomy Preview pathway Roles and permissions Other admin functionality: –Creating custom styles –Customise link categories –Customise node styles

5. Quality Education for a Healthier Scotland Log-in link Screen pre-log-in

6. Quality Education for a Healthier Scotland Log-in box Username = email address Password = something of user’s choice New registration link

7. Quality Education for a Healthier Scotland New account form Submitted to System Administrator for approval

8. Quality Education for a Healthier Scotland Logged-in “Documents” dashboard – search or browse for documents that you have permissions to access Menu bar

9. Quality Education for a Healthier Scotland Designer canvas Designer toolbar

10. Quality Education for a Healthier Scotland Click on node and drag to place a new node on the canvas

11. Quality Education for a Healthier Scotland Nodes positioned on canvas

12. Quality Education for a Healthier Scotland Join up nodes with Connections

13. Quality Education for a Healthier Scotland Select node, drag to connecting node to place connector

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15. Adding text to a node.. Select node by double- clicking..

16. Quality Education for a Healthier Scotland Brings up WYSIWYG text editor. HTML view also available.

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18. Use Properties to apply an item style to a particular node to designate something – in this case “red alert”

19. Quality Education for a Healthier Scotland Applying an Item Style. These are customisable by Administrator

20. Quality Education for a Healthier Scotland Use Link to link whole pathway or bits of pathway to supporting information

21. Quality Education for a Healthier Scotland Activates Link Manager Apply different types of linked information: guidelines, urls, free text, pathways, resources from Knowledge Network Organise in categories, configurable at Health Board level

22. Quality Education for a Healthier Scotland Linking to a piece of text and associating with “Information Category”

23. Quality Education for a Healthier Scotland Fires up text editor

24. Quality Education for a Healthier Scotland Linking to a resource from Knowledge Network and associating with Knowledge Network category

25. Quality Education for a Healthier Scotland Search for a resource from Knowledge Network in real-time

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27. When a piece of linked information is associated with a node a little “i” icon displays

28. Quality Education for a Healthier Scotland Apply taxonomy to complete pathway or nodes within pathways

29. Quality Education for a Healthier Scotland Search from a controlled list of taxonomy terms

30. Quality Education for a Healthier Scotland Or enter Keyword

31. Quality Education for a Healthier Scotland These terms can be made available to assist retrieval of the pathways at both general and granular level.

32. Quality Education for a Healthier Scotland Save pathway before previewing

33. Quality Education for a Healthier Scotland Preview pathway

34. Quality Education for a Healthier Scotland Expand page to see additional info

35. Quality Education for a Healthier Scotland Basic admin metadata

36. Quality Education for a Healthier Scotland Key

37. Quality Education for a Healthier Scotland Linked resources organised into categories

38. Quality Education for a Healthier Scotland More Key examples

39. Quality Education for a Healthier Scotland Example of linking to a pathway

40. Quality Education for a Healthier Scotland Administrator Functions

41. Quality Education for a Healthier Scotland Changing style and presentation of pathway, e.g. colours, borders etc. on a per Board basis

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43. Configure Link Category settings on a per Board basis

44. Quality Education for a Healthier Scotland Configuring node styles on a per Board basis

45. Quality Education for a Healthier Scotland Approving new users and assigning roles

46. Quality Education for a Healthier Scotland Roles

47. Quality Education for a Healthier Scotland Create teams of users to work on same document

48. Quality Education for a Healthier Scotland Create team and assign users to team

49. Quality Education for a Healthier Scotland Any questions?