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From Non-Formal Clinical Information Constructs to                    Clinical ModelstoSoftwareEndoscopy as an example domain Koray Atalag, MD, Ph.D Dept. of Computer Science The University of Auckland, NZ k.atalag@auckland.ac.nz
Agenda Importance of ‘common understanding’ Endoscopy domain .............. MST – a very good initiative Formal (openEHR) Modelling GastrOS Project Interim results on software maintainability Interoperability & domain knowledge governance aspects
Common Understanding Essential in clinical medicine Take it for granted – doc talk Implications for Medical Education Is it really working well? How dare! “Correct terminology is a part of correct diagnosis” ZdenekMaratka  – around 1976; endoscopy terminology WG established
EndoscopyA Not So Pleasant Experience! What if all the pain and humiliation were for nothing?
Research Domain Gastroenterologic Endoscopy A small and manageable (niche) domain Visualisation of the gastrointestinal tract for both diagnostic and therapeutic purposes Quite invasive procedure  results need to be reliable, complete and unambiguous Good level of common medical language  Worldwide accepted terminology Request from a top-tier University HospitalEndoscopy Unit
Terminology Standardization in Endoscopy
Minimal Standard Terminology for Digestive Endoscopy (MST) Initiated by the European Society for Gastrointestinal Endoscopy (ESGE) in 1990, now official terminology for World Society of Gastro-intestinal Endoscopy (OMED) A "minimal" list of terms for use in computer system used to record the results of a gastrointestinal endoscopy Validation in EU project – GASTER and an US project Already integrated with the NLM’s Unified Medical Language System (UMLS) Eleven language translations Research prototype GST is based on Turkish translation, being used since 2000 at Başkent University Hospital in Ankara
MST Organization
Past Experience Developing HIS since 1995 Own company, employee, academician, freelance consultant and contractor Problemmaintenance/evolution of CIS Case study: Endoscopy Reporting Application Started 1999 as commercial project Went well  initially but then…. Became academic and served as PhD prototype I have collated all CR over its usage Motivation for my research (make it future-proof!)
Research Prototype GST (Turkish GUI) Automatic report generation
Why Change? Extensions & problems with domain knowledge  Addition of newanatomical sites, new terms, attributes and attribute values for describing findings and interventions. Introduction of a whole new section Semantic problems eliminated in initial model Translation errors were corrected Extensions & problems with structure Identification of a significant structural problem in MST hierarchy Extended the hierarchy by first splitting observation & interventions and then linked anatomic sites directly to terms describing findings and interventions
A Semantic Problem in MSTInconsistent use of attribute and attribute values anastomosis anastomosis Anastomosis Type
Extension of MST Structure
Clinical Validation of MST Data collected in Başkent University Hospital Endoscopy Unit by research prototype (aka GST or old app) 15,638 valid records analyzed (2000-2003) Overall MST usage: Findings: 93.98% Examination characteristics: 85%  Reasons for endoscopy: 2.21% Diagnostic and therapeutic procedures: 19% Total MST diagnoses: 42,550  (>1 Dx/exam) Paper published in The Turkish Journal of Gastroenterology
What Have We Learned? ,[object Object]
MST structure is not appropriate for modeling
However MST terms are highly accepted & valuable
Hardcoding domain knowledge in software code & DB schema is not acceptable – changesnightmare
Need computationally usable means to capture more knowledge and express consistently
Need a powerful modelling and development methodology
The new methodology should also address interoperability and multilinguality issues,[object Object]
An Important “bottleneck” ,[object Object],  human communication ,[object Object]
 Wrong requirementsChanging requirements? “handover”
The Modeling Paradigm Why modeling? Sufficient level of abstraction for handling complexities of healthcare and IS Ability to generate code + GUI More efficient, productive, effective and easily repeatable development process Efficientcommunication tool among clinicians, technical people, managers etc How to model formally? Many alternatives: OO/OR w/ UML, openEHR, HL7v3, openSDE, SGML/XML, OMG IDL & Z, Object Z, B, ...
Mainstream Modelling Methods HL7 v3 and openEHR/13606 standards HL7 uses RIM + data types + vocabulary domains successively refine a general model CDA very popular for document structuring openEHR more holistic and an ‘EHR’ standard Has Reference Models; i.e. data structures, types, EHR structure, security, identifiers etc. Additional level of modelling on RM: Archetypesconstraint based domain models (OCL + DDL) Can be specialised without breaking semantics Native query language; very important for DSS
openEHR Multi-Level Modelling
Specialisation of MST Archetypes ALL BACKWARD COMPATIBLE  semantic interoperability! FindingsStomach(normative) FindingsStomach(fixes+extensions) Local specialisation Published version GastrOS FindingsStomach Intl. Update ,[object Object]
Rectal exam (free text)
Etc.Extensions+Translation + ,[object Object]
Method
Result
etc,[object Object]
Modeling of MST via openEHR RM & Archetypes Modeling work started in 2003 Specifications were quite immature by then No tools were present  Problem w/ non-unicode chars Decided upon how different parts of MST fall into EHR structure (i.e. Observation, Action, Evaluation ...) Decided upon where to startEntry:Observation – MST Colon Each findings Archetype >3,000 lines
Alternative MST Models Model 3: "Lumen at stomach antrum has stenosis having appearance of malignant intrinsic" Model 4: "At stomach antrum lumen has stenosis having appearance of malignant intrinsic"
Current Research Framework Stage-1: SRS based on previous app (GST) Develop GastrOS based on openEHR Stage-2: Select  Change Requests (CR) from past usage of GST  Implement in GastrOS + check (repeat for some) in GST Determine metrics & measure (presented @ HIC’10) Stage-3: New CR Implement changes in both applications Measurement Results & Evaluation Look at ease with which GastrOS can be changed/maintained

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Medinfo 2010 openEHR Clinical Modelling Worshop

  • 1. From Non-Formal Clinical Information Constructs to Clinical ModelstoSoftwareEndoscopy as an example domain Koray Atalag, MD, Ph.D Dept. of Computer Science The University of Auckland, NZ k.atalag@auckland.ac.nz
  • 2. Agenda Importance of ‘common understanding’ Endoscopy domain .............. MST – a very good initiative Formal (openEHR) Modelling GastrOS Project Interim results on software maintainability Interoperability & domain knowledge governance aspects
  • 3. Common Understanding Essential in clinical medicine Take it for granted – doc talk Implications for Medical Education Is it really working well? How dare! “Correct terminology is a part of correct diagnosis” ZdenekMaratka – around 1976; endoscopy terminology WG established
  • 4.
  • 5. EndoscopyA Not So Pleasant Experience! What if all the pain and humiliation were for nothing?
  • 6.
  • 7. Research Domain Gastroenterologic Endoscopy A small and manageable (niche) domain Visualisation of the gastrointestinal tract for both diagnostic and therapeutic purposes Quite invasive procedure  results need to be reliable, complete and unambiguous Good level of common medical language Worldwide accepted terminology Request from a top-tier University HospitalEndoscopy Unit
  • 9. Minimal Standard Terminology for Digestive Endoscopy (MST) Initiated by the European Society for Gastrointestinal Endoscopy (ESGE) in 1990, now official terminology for World Society of Gastro-intestinal Endoscopy (OMED) A "minimal" list of terms for use in computer system used to record the results of a gastrointestinal endoscopy Validation in EU project – GASTER and an US project Already integrated with the NLM’s Unified Medical Language System (UMLS) Eleven language translations Research prototype GST is based on Turkish translation, being used since 2000 at Başkent University Hospital in Ankara
  • 11.
  • 12. Past Experience Developing HIS since 1995 Own company, employee, academician, freelance consultant and contractor Problemmaintenance/evolution of CIS Case study: Endoscopy Reporting Application Started 1999 as commercial project Went well initially but then…. Became academic and served as PhD prototype I have collated all CR over its usage Motivation for my research (make it future-proof!)
  • 13. Research Prototype GST (Turkish GUI) Automatic report generation
  • 14. Why Change? Extensions & problems with domain knowledge Addition of newanatomical sites, new terms, attributes and attribute values for describing findings and interventions. Introduction of a whole new section Semantic problems eliminated in initial model Translation errors were corrected Extensions & problems with structure Identification of a significant structural problem in MST hierarchy Extended the hierarchy by first splitting observation & interventions and then linked anatomic sites directly to terms describing findings and interventions
  • 15. A Semantic Problem in MSTInconsistent use of attribute and attribute values anastomosis anastomosis Anastomosis Type
  • 16. Extension of MST Structure
  • 17. Clinical Validation of MST Data collected in Başkent University Hospital Endoscopy Unit by research prototype (aka GST or old app) 15,638 valid records analyzed (2000-2003) Overall MST usage: Findings: 93.98% Examination characteristics: 85% Reasons for endoscopy: 2.21% Diagnostic and therapeutic procedures: 19% Total MST diagnoses: 42,550 (>1 Dx/exam) Paper published in The Turkish Journal of Gastroenterology
  • 18.
  • 19. MST structure is not appropriate for modeling
  • 20. However MST terms are highly accepted & valuable
  • 21. Hardcoding domain knowledge in software code & DB schema is not acceptable – changesnightmare
  • 22. Need computationally usable means to capture more knowledge and express consistently
  • 23. Need a powerful modelling and development methodology
  • 24.
  • 25.
  • 26. Wrong requirementsChanging requirements? “handover”
  • 27. The Modeling Paradigm Why modeling? Sufficient level of abstraction for handling complexities of healthcare and IS Ability to generate code + GUI More efficient, productive, effective and easily repeatable development process Efficientcommunication tool among clinicians, technical people, managers etc How to model formally? Many alternatives: OO/OR w/ UML, openEHR, HL7v3, openSDE, SGML/XML, OMG IDL & Z, Object Z, B, ...
  • 28. Mainstream Modelling Methods HL7 v3 and openEHR/13606 standards HL7 uses RIM + data types + vocabulary domains successively refine a general model CDA very popular for document structuring openEHR more holistic and an ‘EHR’ standard Has Reference Models; i.e. data structures, types, EHR structure, security, identifiers etc. Additional level of modelling on RM: Archetypesconstraint based domain models (OCL + DDL) Can be specialised without breaking semantics Native query language; very important for DSS
  • 30.
  • 32.
  • 35.
  • 36. Modeling of MST via openEHR RM & Archetypes Modeling work started in 2003 Specifications were quite immature by then No tools were present  Problem w/ non-unicode chars Decided upon how different parts of MST fall into EHR structure (i.e. Observation, Action, Evaluation ...) Decided upon where to startEntry:Observation – MST Colon Each findings Archetype >3,000 lines
  • 37. Alternative MST Models Model 3: "Lumen at stomach antrum has stenosis having appearance of malignant intrinsic" Model 4: "At stomach antrum lumen has stenosis having appearance of malignant intrinsic"
  • 38. Current Research Framework Stage-1: SRS based on previous app (GST) Develop GastrOS based on openEHR Stage-2: Select Change Requests (CR) from past usage of GST Implement in GastrOS + check (repeat for some) in GST Determine metrics & measure (presented @ HIC’10) Stage-3: New CR Implement changes in both applications Measurement Results & Evaluation Look at ease with which GastrOS can be changed/maintained
  • 39. Development: GastrOS .Net and C# WinForms Application openEhrV1 .Net C# Reference Model Library(from Ocean Informatics) + extended it MST Archetypes & Templates Introduced ‘GUI Directives’ for GUI generator Wrapper + SDE Component= GST functionality Destined to be Open Source (depends on Ocean C# Library!) Commercial friendly license: plugged into any HIS
  • 40. GUI Directives  10 of them; all generic  with some parameters isOrganiser(g): when this is set then it will be shown as a group which will contain all its children (i.e. as a frame, form etc.). A container object will simply be ignored when this is not set. isCoreConcept (g): This is an abstract concept; but we can say that Core Concepts are real-world entities which we can talk about their absence (i.e. a clinical finding, a disease but not tumour grade or physical examination). The directive depicts whether a node with all its children (if any) shall be handled and repeated as a whole in an archetype (i.e. makes sense together such as a clinical finding with other attributes defining its nature). When the node and/or its children are selected, its presence information is stored in the corresponding ELEMENT node which records this (i.e. in MST Findings archetypes [Present?] node).
  • 41. GUI Directives (cont.) showAs (form|splash,modal|modeless|smart) (g): Determines the behaviour when node's values or children are displayed. The node's label is shown as a reference (i.e. link, button or similar) and the contents will be shown on another modal form - (form) or on a pop-up form (splash). (smart) is a special type of modeless form which closes when loses focus). If this is a leaf node (i.e. ELEMENT) then its values will be listed to be selected (depending on the cardinality and occurrences allowed in the archetype single or multiple selection will be possible. If this is not a leaf node then the node and all its children will be displayed using regular display options. break (next|parent|tab) (g): causes the node and rest of the model to appear in the next column but within the same organiser (next); in the next column within a separate organiser which is semantically the continuation of current one (parent); in a new tab within the same form (tab).
  • 42. A Look at GastrOS GUI formAspects(width=800, height=600) break(tab) isOrganiser showAs(splash, smart) isCoreConcept
  • 44. Maintainability Assessment Maintenance vs. maintainability ISO/IEC 9216 and 25000 Software Quality std. External QualityMaintainability characteristic; Changeability Subcharacteristic Two metrics: (mainly look at maintenance tasks) Change cycle efficiency (CCE)time from initial request to resolution of the problem Modification complexity (MC)sum of time spent on each change per size of software change divided by total number of changes 10 CR – real ones from GST usage SVN + JIRA tools for documentation + measure
  • 45. Stage-2 Results CCE 9 times less effort overall to modify GastrOS MCthe changes were on average 7 times less complex
  • 46. Bottomline with openEHR Modelling Identified separation of domain knowledge from software code and DB schema as the ultimate area of improvement in this study to alleviate problems and tackle challenges in CIS development Solution: openEHR Multi-level Modeling Archetype modeling of domain knowledge: Manage complexity & changeability of domain concepts Computationally usable in HIS development Extensible during maintenance & change management Provide means for interoperability & multilinguality True separation of information vs knowledge by Multi-level modeling Development based on small & stable RM All models map onto standardized EHR architecture Uses external terminologies & other ontologies
  • 47. Next Steps with Modelling Next generation MST will be published as openEHR clinical models(collab. With MST editor Dr. Louis Korman) openEHR CKM will be pivotal – this IS how you make terminology work! Maximal vs. Minimum Data Set?? Archetypes as max data set Minimum: something which may grow! MST Archetypes represent the ‘minimum’ structured content which fits nicely into ‘maximal’ scheme