Clinical DataFax Systems Inc.

DFUG 2011 Information

The Eighteenth Annual DataFax User Group Meeting
February 27 - March 02, 2011
The Fairmont Chateau Whistler
Whistler, British Columbia

Location

The Fairmont Chateau Whistler sits at the foot of the Blackcomb Mountain in the resort town of Whistler.

The Fairmont Chateau Whistler
4599 Chateau Boulevard
Whistler, British Columbia
Canada
V0N 1B4
Phone: 800-606-8244 or 604-938-8000
Web: http://www.fairmont.com/whistler

We have negotiated special group rates. Click here to reserve a room at the special rates.

Agenda

Sunday, February 27, 2011 - Training at DFUG

8:30-12:00 -> Morning Training Sessions

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 4.1 DFsetup tool features to accomplish important setup tasks. Intended audience: Persons involved in the design, implementation and management of clinical trial studies.
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.

13:00-16:30 ->Afternoon Training Sessions

Title Generic Edit Checks
Presenter Wayne Taylor, Clinical DataFax Systems Inc.
Summary This course is for users looking for plug and play edit checks, with no programming required. We will review the edit checks available in the DataFax demo study and show how they can be applied to solve most of the edit check requirements of 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 DataFax 4.1 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 18, 2011

All courses will be held at the Fairmont Chateau Whistler. 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$339/half day or US$678/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 - DataFax User Group Meeting Sessions

Sunday, February 27, 2011

19:00-19:30 -> Registration

19:30-21:30 -> Welcome Reception

Monday, February 28, 2011

07:00-08:30 -> Breakfast

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

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

08:45-10:15 -> New Features - DataFax 4.1

Title DataFax 4.1
Presenter Wayne Taylor, Clinical DataFax Systems Inc.
Abstract A review of the new features included in the latest release of the DataFax software.

Some of the highlights include:

  • Security enhancements to meet 21 CFR part 11 requirements
  • Using iDataFax to import data records from unformatted data files
  • Using iDataFax to import CRFs and other patient documents from PDF files

Presentation PDF

10:15-10:45 -> Break

10:45-12:00 -> Presentations from CDSI staff

Abstract A review of possible coming attractions and open discussion of client needs
Presentation PDF

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. These sessions will run concurrently.

The following sessions have been suggested. Additional suggestions are welcome.

  1. System Administration Issues, such as iDataFax in a tightly controlled site, Scalability and finer grained permissions at OS level, Audit-disaster recovery methodology
  2. Web-based study management for International studies
  3. Blue Sky Ideas

Tuesday, March 1, 2011

07:00-08:30 -> Breakfast

08:30-10:00 -> User Presentations

Title Creating secured and online web-access to DataFax information
Presenter Pascal Groenen, Factory and Sjouke Huisman, Thorin
Abstract Since iDataFax has come into existence, users outside the typical DM department are now also able to access DataFax information. Despite this broader access, there are still Trial Participants who do not have online access. Like Clinical Sites in a paper-based study or Sponsor employees. In order to grant all users online access to DataFax information, we will be presenting our progression with integrating DataFax information into our web-based Clinical Study-Portal.

Study-Portal is a generic Trial Portal which is developed by Thorin. The Portal is a secured web environment which allows User-based & Role-based access to Study information. The Portal is able to handle and share information on multiple trials. Its purpose is to facilitate two-way communication and information exchange between all parties in a trial (Sponsor, CRO, Site and Patient).

In cooperation with Factory CRO, we have identified a number of areas where Sponsors and Sites can benefit from web-enabled access to Study information. We will be presenting examples on two of these areas.

A first section is related to Site Management, Patient Enrollment and Data Quality. Information from the Centers DB is integrated with the Profile section of the Study-Portal, allowing authorized users to browse participating sites. Information from DataFax reports like DF_PTvisits or DF_CTqcs is extracted and used to allow for more flexible information access and creating web-pages like "Best enrolling sites", "Data Quality per Site" or "Most Problematic Plates". We expect that by providing Sites with more timely and online feedback, in combination with using the Portal's Blog and Forum facilities by both DM staff and Site personnel, the initial data quality can be enhanced, thus resulting in a lower Query rate.

A second section is related to the handling of QC notes. All QC notes from DataFax are exported to the Study-Portal. Based on their User account, any user (e.g. a Site) will have access to a subset of the QC notes. Thus by logging in, a Site will only have access to their "own" QC notes. This provides a third transmission alternative, next to emailing or faxing of QC reports. The QC web page allows to Sort or Filter QC notes on any relevant item and thus provides a flexible method for Sites to handle QC notes. Once QC notes are sorted/filtered, like sorted by Plate or Patient Id, the resulting report can be printed. It goes without saying that the advantage of this web-based access to QC information is mostly for non-iDataFax users.

We will be discussing the methods we are using to securely get data from DataFax into the Web portal, as well as showing some examples of DataFax based Web content as accessed through the Study-Portal.

Presentation PDF
Title Migrating from Solaris to Linux
Presenter Craig Dilks, Clinical DataFax Systems Inc.
Abstract There is an emerging trend among DataFax users who have recently upgraded their hardware and operating system. Clearly, customers are moving away from Solaris and looking to Linux to host their DataFax servers. This presentation is for the majority of you who may be thinking about an upgrade, but are struggling with the uncertainty of Solaris and the popularity of Linux. After briefly discussing what Linux versions are out there and what we have chosen to support, I'll talk about the similarities to Solaris, hightlight what's different, and summarize what this means to a DataFax user suddenly placed in a Linux environment.
Presentation PDF
Title DataFax integration with relational database systems: Reporting and alternative data entry options
Presenter Mark Lowerison, Christina Ma, Clinical Research Unit, University of Calgary
Abstract The Clinical Research Unit is tasked with the mandate to provide research support services to members of the University of Calgary's Hotchkiss Brain Institute and Department of Clinical Neurosciences. Although randomized clinical trials represent a large part of our project roster, it is becoming more and more common for clients to approach the Clinical Research Unit for assistance with observational, clinic management, disease registry or other non regulated data collection objectives.

These non hypothesis driven data collection projects generally fail to meet our criteria for developing a DataFax study. In many of these simple data collection projects the extra features of a clinical trial grade data collection system are more of a hindrance than a benefit. As a response to these requests for simple unaudited, non quality controlled data collection systems, the Clinical Research Unit has been deploying simple java based, web delivered, relational databases. Although response has been positive, a number of clients who had historical experience with DataFax have indicated that retaining the ability to fax data in would make these simple solutions even more desirable.

The objective of this presentation will be to outline how the Clinical Research Unit leverages DataFax OCR and fax receipt capabilities to accept faxed data into alternative data collection systems.

Presentation PDF
Title Calling for Auditors
Presenter Phil Kirsch, DFNet Research Inc.
Abstract This presentation will cover the purpose and history of DataFax User Group Audits and provide information about how you and your company can be involved.
Presentation PDF

10:00-10:30 -> Break

10:30-12:00 -> User Presentations

Title Lessons Learned: upgrade from DF 3.8 to DF 4.0
Presenter Robert DeForest, Don Masterson, Mija Lee, SCHARP, Fred Hutchinson Cancer Research Center
Abstract This presentation will discuss the lessons the SCHARP learned in our upgrade from DataFax 3.8 to 4.0. After months of planning and work, involving a variety of staff, we expect to complete the upgrade in Feb 2010. The following topics will be covered:
  • To upgrade or not to upgrade: issues that affected the timing of our upgrade and the version of DataFax
  • Training, and the use of Camtasia to develop training modules
  • Changes required existing studies and the decision to move all studies at the same time
  • Streamlining our security model
  • Installing DataFax instances on SLED VMs
  • Bugs, features, gotchas and work-arounds
  • Staff reactions to DataFax 4.0
Presentation PDF
Title DataFax Upgrades: verifying data completeness and correctness
Presenter Nidhi Jethoo, Population Health Research Institute
Abstract The presentation will cover the steps PHRI IT has taken to compare the state of study data pre and post migration to be able to document for audit requirements that the upgrade/migration has not impacted the completeness or correctness of the data through the process.
Presentation PDF
Title Evolving with DataFax: an upgrade story
Presenter Valerie L. Warburton, RPXP and Brittini Callies, DFNet Research Inc.
Abstract When version 3.8 was released in 2006, DataFax clients were provided with a new interface. In 2009, the full iDataFax Tool Set was introduced as version 3.9, replacing the older X-windows environment. Adoption of the new system was not forced on the client-base, resulting in a spectrum of end-user experience: hanging on to the old, transitioning to the new, and coming to iDataFax with a fresh perspective.

The retooling of DataFax was in part driven by the industry demand for Electronic Data Collection (EDC). Although EDC capability is now an integral part of DataFax, the solid underlying technology has meant that fax-based data collection endures, thereby slowing the adoption of the iDataFax toolset. At DF/Net, production studies are still primarily managed with 3.7 vs. iDataFax (the latter being used for 8% of active studies which represent just 5% of the company's 2.75 million primary records). Nevertheless, as all new and developing studies will be launched in iDataFax, the balance will begin to shift. In anticipation of this change, DF/Net is looking at how it will utilise the new capabilities of iDataFax for data management.

This paper is a joint effort of a CRO and a small-time consultant, both using DataFax exclusively for setup and management of clinical trials. In an effort to promote evolution rather than resistance, we will consider some of the philosophical differences between the old and new interfaces, with a focus on how the latest iDataFax tools may be leveraged for fax-based studies.

Presentation PDF

19:30-22:00 -> Reception

Wednesday, March 2, 2011

07:00-08:30 -> Breakfast

08:30-10:00 -> User Presentations

Title DataFax Data Management: An African Story
Presenter Nick Moodley, PHRU, Kevin Newell, SAIC-Frederick Inc.
Abstract There are currently four installations of DataFax in Africa. This presentation will discuss how sites have collaborated together to share their knowledge, helping them enhance their DataFax skills and experience. We will also discuss the increase being shown in using African DataFax Data Management centres for international trials.
Presentation PDF
Title Lights, Camtasia, Action! Using Camtasia for DataFax 4.0 Upgrade Training
Presenter Don Masterson, SCHARP, Fred Hutchinson Cancer Research Center
Abstract This presentation will outline how Camtasia was used to create a staff training program for the DataFax 4.0 upgrade at SCHARP. Challenges, features, and results created by using this "screencast" software will be discussed.
Presentation PDF
Title An FDA Regulatory Inspection Story
Presenter Janette Panhuis, Population Health Research Institute
Abstract The magnitude of the logics and planning alone is a concept that is hard to grasp. Early in the planning process I was told by someone who had been through an inspection that "It was like having a baby - until it happens you just can't anticipate what it will be like." It is a pretty true analogy.

Objective:
Share experiences of planning, preparation, logics and actual inspection conduct:

Planning:

  1. Planning started 4 months before the announcement (6 months before the inspection) - Assignments, Schedules, Facility

Preparation:

  1. Included Mock Inspections - to identify weaknesses and gaps
  2. Assignment of tasks to close the gaps
  3. Traceability of processes that occurred 5 years ago
  4. Assessment of Validation Documents for computerized systems

Logistics:

  1. The Inspection Room with -
    a. The Inspection Team (Lead, Requestor, Note Taker);
  2. The Ready (War) Room with -
    a. The Ready Room Team(s) - Lead, Request Receiver, Subject Matter Experts, Runners)
  3. Supplies - copiers, paper
  4. Study Files and Documentation

The Inspection:

  1. A joint Inspection - pros and cons
  2. FDA protocol
  3. EMA protocol
  4. Line of questioning
    1. Sample questions
    2. What they got stuck on
  5. Closing

Key Messages:
As a true Quality Professional, I don't believe in audit preparation - our operations need to be "audit ready" at any time. Having said that, inspections are often conducted on studies that have occurred in the past so some work may be necessary to prepare - retrieve from archives; consolidate documents and review past processes and practices. It is also important to provide the participants with some experience and expectations of the process.

We cannot turn back the clock or change history - but we can review what occurred, and identify what we can do to improve. Agencies are looking for "patterns of practice". Our review of our file should confirm that we can show positive patterns and practice in line with the requirements.

Strategies:

  1. An inspection is totally reliant on documentation. Start with a solid Trial Master File for your baseline. Know what you should have and what you do have - reorganize if necessary.
  2. Have staff review the conduct of the study and understand the processes that took place at the time. Identify areas of weakness e.g. minutes of key meetings are unavailable, approvals not evident.
  3. Conduct Mock Inspections to train staff on inspection scenarios to make them more comfortable.
  4. There is never too much preparation.

Conclusion / Discussion:
Prospectively, do it right today - can't change history and it does take more time later. Regulatory Inspections are different than Sponsor Audits. Most importantly, there is more at stake and the inspectors are not stakeholders in the process. The inspection covers a much larger scope as well making it more intense.

Presentation PDF

10:00-10:30 -> Break

10:30-12:00 -> User Presentations

Title Delivering iDataFax access when desktops and networks are locked down
Presenter Dan Trottier, Population Health Research Institute
Abstract The focus of the presentation will cover the following:
  1. Challenges we face at some remote sites
    1. Desktop lockdown (no 3rd party installs)
    2. Network lockdown (port 443 firewalled)
    3. IT Culture and language barriers
  2. Technologies explored
    1. Thorin USB solution (virtual desktop, USB stick delivered)
    2. Anyware ROAM (Java based, Web SSL 443)
    3. Window 2008 Terminal Services (Remote Desktop ActiveX)
    4. Laptops with Broadband wireless
  3. Benefits and drawbacks
    1. Ease/difficulty of implementation
    2. Ease/difficulty of use
Presentation PDF
Title Running DataFax servers on a SUN LDOM virtualization environment
Presenter Pongthep Miankaew, Center of Excellence for Biomedical and Public Health Informatics, Faculty of Tropical Medicine, MAHIDOL University
Abstract Virtualization technology has been adopted and applied in many aspects of IT environment such as servers, storages, networks and clients, but the most obvious applying is server virtualization.

Typically, in most data centers, the system resources utilization is low. It uses a mere 5-25% of resource consumption that means 75 - 95% has not been utilized while cost of maintenance and management is still high.

In the past, a critical application deployed in its own machine, it led to the heavy price, over population of hardware power, space and bandwidth problem management and cooling system. BIOPHICS, Faculty of Tropical Medicine, MAHIDOL University has been adopting SUN Logical Domain (LDOMs) since 2009.

Logical Domains (LDOMS) is a technology for server virtualization that enables users to allocate system resources, such memory or devices into logical groupings in order to create multiple virtual machines. Nowadays, our 4 physical DataFax servers are put into just a physical server. Obviously, there are many benefits, however, running DataFax on the LDOMS environment, there are some issues to be carefully considered.

The presentation will cover the following issues:

  1. Virtualization Technology focused on LDOMS.
  2. Pros & Cons
  3. Distinctions when compared to Solaris container or Zone.
  4. Experiences will be shared
    • Migration to LDOMS
    • Some problems found when running DataFax
  5. Online technical resources

Conclusion, virtualization is a technique that enables an organization to get most performance and utilization of servers. The obvious benefits of virtualization are cost reduction, easier IT system management and certainly, nowadays people are more likely to consider on global warming or green technology, the virtualization is a way to responsible for.

Presentation PDF
Title DataFax and the Future
Presenter Phil Kirsch, DF/Net Research Inc.
Abstract In all the excitement about internet-based trials, it's easy to forget that many trials still rely on working notes and other forms of paper source at the site or that DataFax makes it possible to include source in the study database. It&'s also easy to forget that the real future of clinical research lies in direct data capture from EHR and laboratory systems. While it is difficult today to link data from disparate systems, it is only a matter of time until the promise of increased efficiency and accuracy drive innovative people to find a solution to that problem. So, let's take a few minutes to imagine ways the identity of external computerized systems could be linked into DataFax entry and audit trails to support truly paperless trials.
Presentation PDF