Designing An OnLine Training System for MultiInstitutional Use

1
Designing An On-Line Training System for
Multi-Institutional Use

• Bill Gordon
• Academic Information Technology Libraries
• University of Cincinnati Medical Center
• April 20, 2004

2
Thanks To

• Integrated Advanced Information Management
  Systems (IAIMS) project of the National Library
  of Medicine
• AAMC Group on Information Resources
• Team Shib

3
Compliance Training

• Funding agencies and federal regulations require
  researchers, health professionals, and others to
  undergo professional training
• May be one-time or require annual renewal
• Universities must provide training as
  appropriate, document compliance
• Blood-Borne Pathogens, HIPAA, Radiation Safety,
  Animal Care, Human Subjects Research, and more

4
The eCourses Solution

• Provide on-line training on demand
• Track on-line classroom training
• Alert people to current, unfulfilled training
  requirements
• Set training requirements automatically, based on
  DB data
• Start with BBP, add HIPAA. More to follow
  BioSafety, Lab Animal Medicine, . . .

5
Continuing Medical Education

• Start with on-line calendar of CME lectures,
  grand rounds
• Expand to allow on-line registration
• Expand to add some on-Line CME credit
  opportunities, scored by hand

6
Current Results

• More than 7,000 compliance courses taken, at UC,
  Health Alliance, and UC Physicians
• More than 10,000 CME course registrations
• AAMC Group on Information Resources pilot project
  demonstrated feasibility of providing web-based
  BBP training for other institutions
• CME Last fall, more than 1,000 requests for
  on-line credit per month office staff ready to
  quit from overwork!

7
IAIMS

• The IAIMS grant provided incentive to integrate,
  redesign our web apps to
• Provide everyone with SSO from a home page to the
  apps they use
• Slice and dice apps as needed to give people
  access to the functionality they need, without
  opening a full-scale app
• Reduce development time

8
Architecture is Key (1)

• Web apps based on integrated database
  architecture containing
• Identity Management System (Person core)
• Subschemas for application data
• Media Repository
• Extensible model
• Application data linked to people via references
  to IdMS core

9
Integrated Database Model
10
Architecture is Key (2)

• New architecture guidelines for web apps
• Use common authentication routines implemented as
  web services
• Separate authn, authz
• Verify authn at page level, authz by functional
  unit
• Use DB-driven catalog data when appropriate, to
  reduce coding
• First examples On-line CME course, and
  BioSafety training courses
• http//cme.uc.edu

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CME ON-Line Training (1)
12
CME ON-Line Training (2)
13
CME ON-Line Training (3)
14
CME ON-Line Training (4)
15
CME ON-Line Training (5)
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CME ON-Line Training (6)
17
CME ON-Line Training (7)
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CME ON-Line Training (8)
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CME ON-Line Training (9)
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Next Steps Shibbolize . . .

• Add Shib-based login alternative to authn routine
• Create user record on initial Shib login (Name,
  PersistentId)
• Use AAMC identifier to glue one persons logins
  from different sites

21
And Collect!

• Provide users with transcripts for on-line CME
  courses taken collect fees from drug companies
• Provide outside universities with transcripts of
  compliance training provided to their staffers
  collect fees from the universities
• Use proceeds to fund further research

22
Acknowledgements

• Bill Fant
• Jack Kues
• Ralph Brueggemann
• Lou Ann Emerson
• Gil Hageman
• Dorothy Air
• Judy Jarrell
• John Littlefield
• Aggie Manwell
• Jerry York
• Roger Guard
• Stephen Marine
• Leslie Schick

• Josette Riep
• Robert Kraft
• Sandra Sanders
• Bruce Merz
• Delores Mincarelli
• Li Huang
• Madhavi Nallari
• Savio Reddimasu
• Richard Schauseil
• Anshul Sharma
• The UC Medical Center Colleges of Allied Health,
  Medicine, Nursing, and Pharmacy
• AITL

23
Acknowledgements

• Bill Fant
• Jack Kues
• Ralph Brueggemann
• Lou Ann Emerson
• Gil Hageman
• Dorothy Air
• Judy Jarrell
• John Littlefield
• Aggie Manwell
• Jerry York
• Roger Guard
• Stephen Marine
• Leslie Schick

• Josette Riep
• Robert Kraft
• Sandra Sanders
• Bruce Merz
• Delores Mincarelli
• Li Huang
• Madhavi Nallari
• Savio Reddimasu
• Richard Schauseil
• Anshul Sharma
• The UC Medical Center Colleges of Allied Health,
  Medicine, Nursing, and Pharmacy
• AITL

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Goal Provide Training Outside UC

• Agreements with outside institutions for UC to
  provide, track (BBP) training
• Customize training by institution
• Log on at home institution, link to appropriate
  training at UC wuithout additional login

25
Usability Issues

• Single Sign-on
• UC users must log in separately to eCourses,
  other UC Apps
• External users must log in (again) at UC to use
  eCourses

26
Maintenance Issues

• Maintain non-UC users in DB
• Customize UC training modules for other
  institutions
• When / how to link identities

27
Original Architecture
UC Login Faculty CV site checks group membership
UC Login or Self-Registration eCourses (both
inside, outside UC) checks institution role
UC Login or Self-Registration CME, other
external apps open to all
28
Architecture - Version 2
External Login
UC Login or Self-Registration (required for
eCourses)
eCourses checks institution role
Faculty CV site checks group membership
CME, other external apps open to all
29
Architecture - Version 3
UC Login / Self-Registration
Login at other institution
Middleware
Bi-modal WS validation
Shibboleth
Auto-reg
eCourses
Faculty CV site
External apps
30
Acknowledgements

• Bill Fant
• Jack Kues
• Ralph Brueggemann
• Lou Ann Emerson
• Gil Hageman
• Dorothy Air
• Judy Jarrell
• John Littlefield
• Aggie Manwell
• Jerry York
• Roger Guard
• Stephen Marine
• Leslie Schick

• Josette Riep
• Robert Kraft
• Sandra Sanders
• Bruce Merz
• Delores Mincarelli
• Li Huang
• Madhavi Nallari
• Savio Reddimasu
• Richard Schauseil
• Anshul Sharma
• The UC Medical Center Colleges of Allied Health,
  Medicine, Nursing, and Pharmacy
• AITL

31
Classroom-based Training is

• (a) expensive
• (b) inconvenient for people who must fit courses
  into their busy schedules
• (c) difficult to document compliance
• (d) all of the above

32
Underlying Architecture

• Integrated Database
• Identity Management System
• Subschemas for application data, e.g.
• eCourses
• IRB System (Human Subjects research)
• Media Repository
• Web based front ends for applications

33
Success (?)

• BBP almost 4,000 on-line training courses taken
• HIPAA (UC) more than 2,000 credits
• HIPAA (affiliated institutions) more than
  31,000 on-line classroom credits
• CME more than 1,000 requests for on-line credit
  per month