implementing a meta data repository (mdr) using functional
TRANSCRIPT
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Implementing a Meta data Repository (MDR) using Functional Service Provider (FSP) How does it work? Carla Santillan, Chiltern International bvba, Belgium
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PhUSE Annual Conference EDINBURGH 2017
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Agenda
3 Proprietary & Confidential. © 2016 Chiltern
● Introduction ● Familiarization ● Transition of internal knowledge to the FSP ● Impact and scope of each change ● Governance ● Use of JIRA® software ● First study, theory versus reality ● What is next? ● Conclusions ● Questions
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Agenda
4 Proprietary & Confidential. © 2016 Chiltern
● Introduction ● Familiarization ● Transition of internal knowledge to the FSP ● Impact and scope of each change ● Governance ● Use of JIRA® software ● First study, theory versus reality ● What is next? ● Conclusions ● Questions
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Introduction
5 Proprietary & Confidential. © 2016 Chiltern
● The sponsor developed an SDTM+ library, a centralized metadata model • used since July 2015 and includes: - SDTM+ metadata + user guide - SDTM+ Standard CRF Library + user guide
• The SDTM+ metadata is administered within an MDR tool
● Sponsor approach: • Trial conduct and the creation of CDISC SDTM+ datasets are outsourced • Maintenance and governance of the data standards is kept in-house
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Introduction
6 Proprietary & Confidential. © 2016 Chiltern
● Chiltern was selected as FSP to maintain the SDTM+ standard library and review key SDTM+ deliverables • Annotated CRF • Trial Design Domains (TDD) • Metadata structure
● Team: Clinical Programmers with SDTM experience • MDR tool • sponsor SDTM+ library (what the ‘+’ was)
● The implementation of MDR tool added new processes and modified existing ones • Governance had to be defined for the tool users and reviewers
● Tasks specific flow charts were created and implemented in JIRA
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Agenda
7 Proprietary & Confidential. © 2016 Chiltern
● Introduction ● Familiarization ● Transition of internal knowledge to the FSP ● Impact and scope of each change ● Governance ● Use of JIRA® software ● First study, theory versus reality ● What is next? ● Conclusions ● Questions
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Familiarization
8 Proprietary & Confidential. © 2016 Chiltern
● MDR tool and SDTM+ sponsor philosophy ● Series of trainings were scheduled by the sponsor:
1. Sponsor SDTM+ library • SDTM+ metadata library (with SDTM+ user and administrator guide)
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Familiarization
9 Proprietary & Confidential. © 2016 Chiltern
● SDTM+ library:
● The “+” illustrates the sponsor vision of the CDISC SDTM
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Familiarization
10 Proprietary & Confidential. © 2016 Chiltern
● MDR tool and SDTM+ sponsor philosophy ● Series of trainings were scheduled by the sponsor:
1. Sponsor SDTM+ library • SDTM+ metadata library (with SDTM+ user and administrator guide) • Standard CRF library (with CRF library user guide)
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Familiarization
11 Proprietary & Confidential. © 2016 Chiltern
● CRF library:
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Familiarization
12 Proprietary & Confidential. © 2016 Chiltern
● MDR tool and SDTM+ sponsor philosophy ● Series of trainings were scheduled by the sponsor:
1. Sponsor SDTM+ library • SDTM+ metadata library (with SDTM+ user and administrator guide) • Standard CRF library (with CRF library user guide)
2. Introduction to the MDR tool 3. SDTM+ MDR tool process workshop
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Familiarization
13 Proprietary & Confidential. © 2016 Chiltern
● MDR tool:
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Familiarization
14 Proprietary & Confidential. © 2016 Chiltern
● MDR tool and SDTM+ sponsor philosophy
● Series of trainings were scheduled by the sponsor: 1. Sponsor SDTM+ library
• SDTM+ metadata library (with SDTM+ user and administrator guide) • Standard CRF library (with CRF library user guide)
2. Introduction to the MDR tool 3. SDTM+ MDR tool process workshop
● Training and a pilot practice were organised by Chiltern • JIRA® pilot practice was in place for a period of approximately 4 weeks
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Familiarization
15 Proprietary & Confidential. © 2016 Chiltern
● JIRA functionality:
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Agenda
16 Proprietary & Confidential. © 2016 Chiltern
● Introduction ● Familiarization ● Transition of internal knowledge to the FSP ● Impact and scope of each change ● Governance ● Use of JIRA® software ● First study, theory versus reality ● What is next? ● Conclusions ● Questions
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Transition of internal knowledge to the FSP
17 Proprietary & Confidential. © 2016 Chiltern
● Two months working hand in hand with the sponsor SDTM Specialist
• CLAs could focus on specific discussions, regarding the SDTM+ metadata, the CRF library or TDD and the use of the MDR tool
• The sponsor gained trust and CLA’s gained self-confidence, which had a direct positive impact on efficiency
User (CDPM) SDTM Specialist
Maintainers Chiltern Library Analysts (CLA)
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Agenda
18 Proprietary & Confidential. © 2016 Chiltern
● Introduction ● Familiarization ● Transition of internal knowledge to the FSP ● Impact and scope of each change ● Governance ● Use of JIRA® software ● First study, theory versus reality ● What is next? ● Conclusions ● Questions
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Impact and scope of each change
19 Proprietary & Confidential. © 2016 Chiltern
● The SDTM+ library elements: • SDTM+ Metadata • SDTM+ Standard CRF Library
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Impact and scope of each change
20 Proprietary & Confidential. © 2016 Chiltern
● The SDTM+ Metadata in MDR tool: follows the philosophy of define.xml Version 2.0 and is broken down into the following sections:
• Dataset Level • Variable Level • Controlled Terminology • Value Level Metadata • Computational Algorithm • External Dictionary • Standard Unit-Conversion Factors
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Impact and scope of each change
21 Proprietary & Confidential. © 2016 Chiltern
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Agenda
22 Proprietary & Confidential. © 2016 Chiltern
● Introduction ● Familiarization ● Transition of internal knowledge to the FSP ● Impact and scope of each change ● Governance ● Use of JIRA® software ● First study, theory versus reality ● What is next? ● Conclusions ● Questions
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Governance
23 Proprietary & Confidential. © 2016 Chiltern
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Governance
24 Proprietary & Confidential. © 2016 Chiltern
● First high level Study deliverable Review workflow
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Governance
25 Proprietary & Confidential. © 2016 Chiltern
● One standard workflow for Mock up CRF review tasks
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Governance
26 Proprietary & Confidential. © 2016 Chiltern
● CLAs tasks general flow chart
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Agenda
27 Proprietary & Confidential. © 2016 Chiltern
● Introduction ● Familiarization ● Transition of internal knowledge to the FSP ● Impact and scope of each change ● Governance ● Use of JIRA® software ● First study, theory versus reality ● What is next? ● Conclusions ● Questions
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Use of JIRA® software
28 Proprietary & Confidential. © 2016 Chiltern
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Use of JIRA® software
29 Proprietary & Confidential. © 2016 Chiltern
Once ready to submit Click start progress
Click edit to make changes Once submitted no edits can be made
Include any attachments Add comments
at any time
Click on the tab to see info
Task reference number
Click here to watch a task
CLA assigned to the task
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Use of JIRA® software
30 Proprietary & Confidential. © 2016 Chiltern
● Issues need to be transitioned from status to status ● Statuses are classified as To Do (blue), In Progress(orange/yellow), Done(green) ● Click on Transition buttons (in the task detail view) to move tasks through the workflow
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Agenda
31 Proprietary & Confidential. © 2016 Chiltern
● Introduction ● Familiarization ● Transition of internal knowledge to the FSP ● Impact and scope of each change ● Governance ● Use of JIRA® software ● First study, theory versus reality ● What is next? ● Conclusions ● Questions
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First study, theory versus reality
32 Proprietary & Confidential. © 2016 Chiltern
● In a period of ten months we have worked on more than 350 JIRA® tickets related to changes to the SDTM+ and CRF libraries, with each ticket involving one or more change requests. We implemented 25 updates to user guides, and reviewed 14 studies
● Average study requires from 1 to 15 changes (cases with >50 changes) ● Example report from JIRA®, filtered on one study number
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Agenda
33 Proprietary & Confidential. © 2016 Chiltern
● Introduction ● Familiarization ● Transition of internal knowledge to the FSP ● Impact and scope of each change ● Governance ● Use of JIRA® software ● First study, theory versus reality ● What is next? ● Conclusions ● Questions
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What is next?
34 Proprietary & Confidential. © 2016 Chiltern
● We are currently working on the updates needed to the SDTM+ library due to the latest version of CDISC controlled Terminology
● Can we relate the elements from the two libraries CRF and SDTM+ automatically? And from that can we then somehow automate the QC of study specific CRFs?
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Agenda
35 Proprietary & Confidential. © 2016 Chiltern
● Introduction ● Familiarization ● Transition of internal knowledge to the FSP ● Impact and scope of each change ● Governance ● Use of JIRA® software ● First study, theory versus reality ● What is next? ● Conclusions ● Questions
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Conclusions
36 Proprietary & Confidential. © 2016 Chiltern
● Providing valid standards and clear user guides for the sponsor is a need
● Working with an MDR tool keeps things aligned, the study cannot be conducted if it does not follow the SDTM+ metadata
● The use of FSP helps to test what is not working properly from an outsider point of view, as user, developer and admin.
● We value the use of JIRA an intuitive and easy to use tracking tool, it can be customised to specific tasks and roles. Allows to evaluate the amount of work done
● We understand the impact of our decisions, we try to automate and ensure consistency in each task, and keep ourselves constantly looking for possible improvements.
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Agenda
37 Proprietary & Confidential. © 2016 Chiltern
● Introduction ● Familiarization ● Transition of internal knowledge to the FSP ● Impact and scope of each change ● Governance ● Use of JIRA® software ● First study, theory versus reality ● What is next? ● Conclusions ● Questions
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Questions