Clinical DataFax Systems Inc.
“ This was my first time to attend and I found it to be very informative. I hope to be able to attend the next one. ”

DFUG 2009 Information

The Seventeenth Annual DataFax User Group Meeting
February 15 - 18, 2009
Vail Cascade Resort and Spa
Vail, Colorado

Training at DFUG - Agenda

Sunday, February 15, 2009

8:30-12:00 -> Concurrent Morning Training Session

Title CRF Interior Design
Presenter Lisa Ondrejcek, DF/Net Research, Inc.
Summary CRFs are the blueprints for a clinical trial. The layout of the forms, the clarity of the instructions, and the overall look and feel of the study materials define how clinical sites view both your study and your company. This course is designed not only for those who create the CRFs, but for anyone involved in CRF content development, database design, and statistical analysis. We'll cover top ten CRF design tips, top ten mistakes to avoid, and top ten ways to enjoy yourself while not skiing at Vail. (Hint: #10 is "attending this course")
Title Study Setup
Presenter Jeanine Hammar, Clinical DataFax Systems Inc.
Summary Study Setup training has been designed to give clients an overview of setup components and the steps involved in creating a new study database. This session will focus on the use of the 3.9 DFsetup tool features to accomplish important setup tasks. Intended audience: Persons involved in the design, implementation and management of clinical trial studies.

13:00-16:30 -> Concurrent Afternoon Training Session

Title Edit Checks for Beginners
Presenter Martin Renters, Clinical DataFax Systems Inc.
Summary This course starts with basic programming concepts, introduces the Edit Check language and focuses on simple edit check examples that can be applied to almost any study.
Title DataFax Systems Administration for Dummies
Presenter Craig Dilks, Clinical DataFax Systems Inc.
Summary This course takes a simplified non-technical approach to DataFax system and study management using the new DataFax 3.9 system management tools. The course will focus on common administration tasks including starting new studies, defining common roles and assigning roles to users. Alternatives for deploying iDataFax to sites will also be discussed.

Additional Information

Registration is on a first-come, first-serve basis and is limited to 20 students per session. Early registration is recommended - plan to register by January 9, 2009

All courses will be held at the Vail Cascade Resort & Spa. Maps of the hotel will be provided closer to the time.

Courses are only being offered for the most recent version of DataFax. The course fee is US$295/half day or US$495/day, which includes course material, break, continental breakfast and/or lunch.

Morning sessions run from 8:30am to noon. Afternoon sessions run from 1:00pm to 4:30pm.

DFUG - Agenda

Sunday, February 15, 2009

19:00-19:30 -> Registration

19:30-21:30 -> Welcome Reception

Monday, February 16, 2009

07:00-08:30 -> Breakfast

08:00-08:30 -> Registration - continued

08:30-08:45 -> Welcome & Announcements

08:45-10:15 -> What's New from CDSI?

Title DataFax 3.9
Presenter Wayne Taylor, Clinical DataFax Systems Inc.
Abstract A review of the new features included in the latest release of the DataFax software.

10:15-10:45 -> Break

10:45-12:00 -> Some Quick DataFax 3.9 Tutorials

Title Migrating Studies to 3.9
Presenter Craig Dilks, Clinical DataFax Systems Inc.
Abstract A review of the DFmigrate script run on installation of 3.9 and some things you may need to tweak by hand.
Title Development-Production Study Links
Presenter Martin Renters, Clinical DataFax Systems Inc.
Abstract A demonstration of how this new feature can be used to make and test changes in a development study database before publishing them to the production study database.
Title Tasks, List Views & Report Lists
Presenter Jeanine Hammar, Clinical DataFax Systems Inc.
Abstract Some examples showing how to automate and standardize study management tasks.
Title Edit Check Magic
Presenter Wayne Taylor, Clinical DataFax Systems Inc.
Abstract A demonstration of what can be done with the new edit check functions.

19:30-21:00 -> Birds of a Feather Sessions

Birds of a Feather Sessions are an opportunity for users with similar requirements, problems, solutions, etc. to gather in an informal setting and share their experiences. The following sessions will run concurrently.

Title The Audit Experience
Moderator Phil Kirsch, SCHARP, phil@scharp.org
Summary A round table discussion of what to expect when auditors walk through the door to review your DataFax system. Share your experiences and/or learn how to prepare for an audit.
Title Implementing DataFax 3.8.3
Moderator Jim DePasquale, Synteract, jdepasquale@synteract.com
Summary Topics for discussion will include: migrating from legacy tools to the new tools, user permissions, and validation strategies.
Title Site Training for EDC
Moderator Valerie Warburton, Consultant, valerie@warburton.com
Summary A facilitated discussion of user experience and ideas for initial and ongoing training for sites using iDataFax.

Tuesday, February 17, 2009

07:00-08:30 -> Breakfast

08:30-10:00 -> User Presentations

Title Self-Serve DataFax
Presenter Connor McCoy; Seattle Biomedical Research Institute
Abstract Researchers and analysts at SBRI often need to obtain customized datasets and be assured of the validity of these datasets quickly and efficiently. In the past, these data have been generated by programmers, leading to significant time spent on repetitive tasks with similar requirements and workload related delays in request processing. More recently, however, we've begun to provide data consumers with simple methods for generating datasets and verifying their contents independently.

Users are provided with a simple, user friendly application for accessing collected data matching their exact specifications without assistance. Freed from their reliance on programming staff, our users are better able to access the data they need.

While outlying data points can provide valuable information, researchers are often skeptical of their legitimacy. We've created an application to allow researchers to verify data against original faxed images, increasing both the validity of aggregated results, and confidence in the provided data.

We present the methods and applications we've created to streamline the dissemination of information gathered in DataFax to end-users.

Presentation PDF, 285K
Title Tool for MedDRA coding in DataFax
Presenter Tessa Tensen, Pascal Groenen; Factory CRO, Clinical Research for Medical Devices
Abstract At DFUG 2000, 2005 and 2008 a tool for integrating MedDRA coding into DataFax was demonstrated by SCHARP (Betty Carr, Scott Horton and Phil Kirsch). Following the DFUG of 2008 SCHARP provided this tool to Factory. Unfortunately, the browser function of this tool was not working properly in our hands. Realizing the added value of a MedDRA coding tool inside the DataFax context, we looked for another solution.

The new coding tool is using the lookup table function based on the MedDRA tables and works closely with the standard MedDRA browser. The specific lookup tables are generated with a SAS program or a special MsAccess database application. Although the present tool is developed to code Adverse Events in a simple manner it implements the MedDRA hierarchy in a reliable fashion and produces consistent results. In short, the AE verbatim is copied from the Adverse Event page and can be adjusted to achieve the most appropriate Lowest Level Term. Once this term is selected the Preferred Term and Code, System Organ Class Term and Code are returned automatically.

This lightweight coding tool enables DataFax users to code Adverse Events within DataFax without the need for external applications (with the exception of the MedDRA browser). We find it feasible to use in the setting of medical device studies that typically have a low number of subjects and Adverse Events. Furthermore, this tool may be worthwhile for smaller companies for which costs for auto coding programs can be significant. At the DFUG 2009 we would like to demonstrate how this coding tool is built and can be used.

Presentation PDF, 92K
Title Graphical User Interface for R-based DataFax Reporting Tools (DfRTools)
Presenter Zekai Otles1, Pascal Groenen2 , David Gaston1 and Joris Bannenberg2;
1. Frontier Science & Technology Research Foundation (FSTRF)-Madison
2. Factory CRO, Clinical Research for Medical Devices
Abstract The DataFax R-based Reporting Tools (DfRTools) package enables DataFax users to create graphically oriented data management reports that can reveal patterns, trends or discrepancies, and provide study metrics in a comprehensible fashion. The DfRTools is developed in a collaborative effort between FSTRF-Madison and Factory CRO, it contains a collection of R-Project statistical software modules, ANT documents, and Open Office templates.

At DFUG 2008, we demonstrated the DfRTools prototype and presented examples of standard DataFax reports and their DfRTools equivalents, and showed some additional DfRTools reports not available from DataFax. This has generated interest in the DataFax community during the last year, prompting us to demonstrate and provide the DfRTools package to several groups. We have received very positive feedback from these interactions, but the complexities of ANT, Open Office, and the R interface has raised some concern about the ease of implementation and use. As a result, we have concentrated on increasing usability by enhancing end-user functionality and improving some technical features of the package. This effort revealed that a graphical user interface (GUI) to DfRTools could manage the details of ANT, Open Office, the R interface and DataFax reporting, eliminating the need for users to understand the package's internal structure and interaction. In this presentation, we will demonstrate a working version of the DfRTools GUI and new additions to the package. We hope that our presentation will generate more user feedback and interest to extend our collaborations with DFUG users.

Presentation PDF, 300K

10:00-10:30 -> Break

10:30-12:00 -> User Presentations

Title DFtips and tricks
Presenter Steven Berkey, Christina Carty, and Elizabeth Spence; Perry Point Cooperative Studies Program
Abstract Being new to the DataFax world the Perry Point Cooperative Studies Program Database Management team was faced with the challenge of working in a new environment while trying to make the transition transparent to our co-workers. Several internal reporting tools had to be re-developed to accommodate the transition. Two reports that we have re-developed to date include the variable reference guide and a mechanism to enhance procedures for quality control review. DFtips, DFschema, plate background images, and facsimile images, were used to generate these reports.

Our standard operating procedures require us to perform quality control review of QC reports prior to distribution. Transitioning to DataFax has provided us the ability to create a tool that allows us to graphically review the QCs and the data image for validation errors. To accomplish this DFtips, data images and the QC database were combined into a report displaying the QC along with a picture of the field in question. Transitioning to DataFax also allowed us to automate the creation of a variable reference guide for use by our statistical programmers. Utilizing the background images, and the DFtips and DFschema files, an annotated set of case report forms (CRFs) were created to serve this purpose.

In this presentation we will demonstrate how these tools were developed and how they are used today.

Presentation PDF, 149K
Title Integrating a Web-Based Self Interview with DataFax CRF Data in Risk Behavior Assessments
Presenter Don L. Masterson; SCHARP
Abstract Several new protocols being developed at SCHARP have as a primary objective the analysis of high-risk behaviors. SCHARP needed a tool that would confidentially collect data directly from participants. We found that Illume by DatStat can provide study sites with an ACASI (Audio computer-assisted self-interview) for collection of behavioral risk assessments. This web-based survey system allows participants to privately answer sensitive questions via a laptop computer. Audio can be provided in English and translated languages. Using SAS, the data from the web-based survey is easily integrated into the DataFax data collected through CRFs administered by the site staff. This presentation will demonstrate the web-based survey and describe its integration with data collected on CRFs via DataFax.
Presentation PDF, 366K
Title DFUG 2009 Audit: Purpose, History, Opportunity
Presenter Phil Kirsch; Fred Hutchinson Cancer Research Center (SCHARP)
Abstract In three previous audits, the DataFax Users' Group has brought together people with a variety of backgrounds to verify software development practices at Clinical DataFax Systems. The group approach has reduced the cost for both the company and individual clients and proved to be a constructive point of communication between disciplines of regulatory, system administration and data management. This talk is intended to review the purpose and methods of past audits and seek participants for the 2009 audit, which is targeted for late April. Each company or organization will be responsible for the expenses of its own representative. Individual representatives will contribute to the group report but also have the freedom to produce a separate report as required by their own SOPs. Interested parties should contact Phil Kirsch or email phil@scharp.org. The group report should be available to the DFUG community by December
Presentation PDF, 83K

19:30-22:00 -> Reception

Wednesday, February 18, 2009

07:00-08:30 -> Breakfast

08:30-10:00 -> User Presentations

Title Efficient DFpdf Computing
Presenter Xiumei Yang, Janice Pogue; Population Health Research Institute
Abstract DFpdf is a DataFax tool to generate bookmarked PDF documents of CRF images. My presentation will introduce an efficient way to use DFpdf to produce the desired PDF documents that will apply for any studies with less manual work and less modifications.

The requirements for DFpdf are an input file and study number. Here I use drf file as input file. There are two ways to produce drf files. First, by using Dfexport.rpc in shell script program to create a file that contains the key information, which are id, plate, sequence number and raster number. Then a SAS program will read the file to produce a drf file for each id. The other way is to use Dfsas program to export data from DataFax to SAS, after all the data files are created, apply SAS program to read the data files then produce all the drf files. A shell script program will map id number to the corresponding drf file. With this input file and study number, DFpdf will give us the PDF documents of CRF images.

In order to arrange the bookmarks of the pdf documents in the way we prefer, we also need to do some modifications to Dfqcsort, Dfvisit_map and Dfpage_map.

The way we do to produce PDF file is 6 times faster than that only using shell script programming, and is easy to use by just typing the program name followed by study number and directory.

Questions: How can we use DFpdf in the web-based DataFax that has no images? If this question can be solved, then we can print data on the CRFs. DataFax programs to be used: DFpdf, Dflistplates.rpc, Dfsas, Dfexport.rpc.

Presentation PDF, 339K
Title Archiving CRFs: how to 'prove' that your CRFs match your data
Presenter Sjouke Huisman; Thorin BV
Abstract We have recently been involved in a number of projects for our clients to create PDF Archives of CRF images. As we have experienced, the DataFax utility DFpdf does not always meet all requirements. One of the major reasons we have encountered is that the CRF image (CRF) does not always exactly match the corresponding data record (DR). As an example, when Queries of the type "Q&A" have been used, any discrepancy between CRF and DR can be explained by the answer on the returned QC report. Or sometimes SOPs instruct that some corrections by DM staff are allowed, also resulting in a deviation between CRF and DR. We will discuss that the 'end-product' of the Study Archive should be kept in mind when handling these deviations during the study period.

Furthermore, there can also be 'technical' reasons why the DFpdf utility does not meet all requirements for a CRF archive. Like the inclusion of other sources of information, such as lab reports, Audit Trail information, or Query information. We will discuss some of the internal challenges to collect and combine this information. As well as some external tools which can be used to handle and bookmark the different sources of information. And present some examples of possible output.

Presentation Powerpoint, 199K
Title DataFax and Solaris Zones
Presenter Darryl Pahl; DFNet Research
Abstract It's always been common practice to have more than one DataFax server. You might have one for development and one for production use; one running legacy studies under previous versions of DataFax and one for new studies running under the current release. Or maybe you run studies with overlapping study numbers or just want to compartmentalize different users into their own self-contained worlds. Even if you don't run multiple DataFax servers due to cost, space, or support issues, I'm sure there are times when you wish you could.

But at the same time, having more than one physical server comes with a real price. Costs for the initial purchase, ongoing support, physical space, and power requirements are multiplied. And trying to keep two or more systems reasonably patched and synchronized is truly an administration challenge.

"Zones," a feature of the Solaris 10 operating system, offers a solution to this: the ability to run multiple applications, including DataFax, all on one physical machine. Rather than buying multiple systems, you can slice up a single machine into as many "virtual" machines as you need. These virtual machines can share or not share resources as you wish. They can be easily built, rebooted, and even thrown away and built again with ease. And the best part is that the functionality is free with Solaris 10.

The presentation will cover, in non-technical language:

  • What Solaris zones are
  • Why you might want to use them
  • Cost implications
  • How they are constructed and used
  • Limitations and DataFax problems to overcome
  • Online resources

Virtualization is increasingly becoming a popular way to reduce the cost and complexity of managing numerous small servers that host just one application. These same concepts can easily be applied for running multiple versions of DataFax.

Presentation PDF, 2.1M

10:00-10:30 -> Break

10:30-11:30 -> User Presentations

Title Using Subversion to Lock a DataFax Database or Version Control Study Setup
Presenter Phil Kirsch; Fred Hutchinson Cancer Research Center (SCHARP)
Abstract Over the years, there have been many discussions about how to lock a DataFax database because, prior to 3.8, there is no way to both maintain the timestamps at lock and continue using DataFax tools to access study information. In addition it is doubtful that the shelf-life of backup tapes and hard disks will be sufficient to meet the established document retention periods of many organizations (500 years at a company I once worked for.) But, version control provides a means of capturing a snapshot of both data and setup at the point of lock and storing it in a compressed format which can enable restoration to the locked state at any future time. This presentation will explore ways of using Subversion-a version control system supported by an active open-source community-to capture test data, version study setups, and maintain the integrity of a pre-3.8 database lock as well as managing unlock and relock if needed.
Presentation PDF, 76K
Title DataFax Failover - Disaster Recovery
Presenter Pat Kozina; Synteract, Inc.
Abstract The need for 100 % availability and access to critical business applications is crucial in today's business. In this presentation we will describe the process involved in failing over DataFax and HylaFax to a Disaster Recovery site.

The Process will include failing over HylaFax Enterprise, DataFax 3.7, and the steps required to validate and execute a DRP (Disaster Recovery Plan).

Presentation PDF, 348K

11:30 -> Wrap-up

To Register:

Complete the registration form and return it, together with your registration fee, to Clinical DataFax Systems Inc. If you wish to fax your registration form, mark the "Cheque to follow" or "Direct Deposit/Wired" box and remit the registration fee by mail as soon as possible. We are unable to process credit card registrations - sorry. Presenters must also complete and submit a registration form and mark the "Waived (Presenter)" box.

Additional Information

The registration fee is US$650, which includes conference materials, evening receptions, buffet breakfast and mid-morning coffee-break on each meeting day.

This year we are offering half-day training sessions on Sunday, February 15, 2009. If interested, remember to mark this on the registration form.

DFUG 2009 will start as normal with a Sunday evening reception. Each day runs from 8:30am to noon.

The deadline for registration is January 14, 2009.

Hotel Accommodation

Clinical DataFax Systems Inc. has arranged conference rates for accommodation at the Vail Cascade Resort & Spa. Attendees are individually responsible for their hotel arrangements. Check the Hotel Reservation Form for more information and to take advantage of the special group rate.

Remember that the cut-off date is Wednesday, January 14, 2009 for the hotel, training and meeting registration. Clinical DataFax Systems Inc. and the Vail Cascade Resort & Spa cannot guarantee space or group rates after this date.

Please note, accommodation at the Vail Cascade Resort & Spa is in high demand. To avoid disappointment, we highly recommend that you register and reserve a room early. Remember to confirm the hotel cancellation policy when you make your booking.