iPath-Server telepathology database user’s guide Kurt Brauchli iPath-Server: telepathology database user’s guide by Kurt Brauchli Copyright © 2001 by K. Brauchli, Dept. of Pathology, University of Basel, Switzerland This is a very preliminary version of a user’s guide for the telepathology database of the iPath Internet Pathology project. Any contributions to this work are highly welcome. Table of Contents 1. Introduction .......................................................................................................................7 2. First Steps with the Telepathology Database ..............................................................9 Requirements ................................................................................................................9 Overview .......................................................................................................................9 Discussion Groups..............................................................................................9 Create a new user account ..........................................................................................9 The main menu for registered users........................................................................10 Options...............................................................................................................11 Navigation and Help .................................................................................................12 Menubar.............................................................................................................12 Toolbar................................................................................................................12 Viewing and commenting cases...............................................................................13 case list ...............................................................................................................13 Case display.......................................................................................................14 Comments..........................................................................................................14 Add new cases ............................................................................................................15 create a new case...............................................................................................15 adding images and other documents ............................................................16 Edit an existing case...................................................................................................17 3. Advanced Functions.......................................................................................................19 Chat ..............................................................................................................................19 Special case options....................................................................................................19 Allow other users to add images....................................................................19 Publish case .......................................................................................................19 Hide comments .................................................................................................19 4. Moderatoration of a Discussion Group......................................................................21 What is a moderator ..................................................................................................21 Exmaple Configurations............................................................................................21 General recommendations ..............................................................................21 Expert to expert consultation..........................................................................21 Many non-experts consulting a few specialists............................................22 Teaching: Setting up a group with a reference atlas ....................................22 Configuration of discussion group ..........................................................................22 Setting the group membership .......................................................................23 5. Administration of an iPath Server...............................................................................25 Bibliography ........................................................................................................................27 5 6 Chapter 1. Introduction This user guide for the iPath Telepathology Database (tpdb) will provide basic information on how to use the tpdb. The first chapter covers the main aspects for a common user. How to register with a server, how to view and create cases as well as how to configure your personal settings. For this section we assume that you have access to an iPath Telepathology Server. Our main server at the University of Basel can be found at: http://telepath.patho.unibas.ch 1 Note: This test server is provided as is. No functionality, backups or so is guaranteed. In a second chapter we will see what you have to do to moderate your own discussion group. A last chapter will cover all aspects of administrating an iPath Telepathology Server. This chapter is aimed at those who want to run their own iPath Server. Notes 1. http://telepath.patho.unibas.ch 7 Chapter 1. Introduction 8 Chapter 2. First Steps with the Telepathology Database Requirements The iPath Telepathology Database (tpdb) can be accessed with any common web browser. Both, Netscape (version 4.75) and Internet Explorer (version 5) have been tested. On Macintosh Computers Netscape does not run properly with the online chat and the telemicroscopy facility of the iPath server. The session management of the database requires cookies to be enabled. Most browsers will be setup to accept cookies, but if you cannot login to the database though you enter the correct password, please check if your browser has cookies enabled. In Netscape you find this option under Edit/Preferences/Advanced/Accept Cookies. In MSIE you must go to Extra/Internet Options/Security/Custom Level. Here you can check the enable cookies option. To use the full functionality make sure that JavaScript is also enabled. While this is not mandatory, it is more convenient to work with iPath server if JavaScript is available. Overview The Telepathology Database (tpdb) of the iPath Telepathology Server is intended to serve as a tool for consulations over the internet. It may be used for expert groups to discuss difficult cases as well as for non-experts to consult a specialist pathologist. Every discussion takes part in a so called discussion group, a term that should be explained first. Discussion Groups A discussion group is the fundamental unit for using the tpdb. Every group has a moderator (usually a pathologist) who can grant access to the group to any user resistered on the server. Once a user is member of a discussion group, he or she can start adding cases to this discussion group. Every case is stored within a discussion group and is visible only to other members of the discussion group unless the sender of the case or the group moderator explicitly publishes the case. Every case belongs to the user (sender) who entered it into the tpdb. Only the sender and the group moderator can edit/alter a case. All other members of the discussion group can only view it. If they want to state their oppinion on a case, they can add a comment to the case. Create a new user account The first thing to do is to register yourself with the iPath Telepathology Server. On the start page of an iPath Server (e.g. our main server at http://telepath.patho.unibas.ch 1 ) you follow the ’registration’ link. On the following registration form you must fill 9 Chapter 2. First Steps with the Telepathology Database out some personal information like name etc. and chose a username and password. Click the save button to continue. Figure 2-1. Registration of a new user If the username you have chosen is already in use, or if you mistyped your password, you will be asked to correct it. If you have succesfully registered your next step is to become a member of a discusscion group. Access to discussion groups is provided by the moderator of the according group, so contact the moderator of your group of choice. A list of all groups on an iPath Server (incl. their moderator) can be found at the group list link. If you want to start a new discussion group please read the chapter on moderating a discussion group. The main menu for registered users Once a user has successfully logged in he is presented his personal start page or main menu illustrated in the figure above. Under A all discussion groups of the user are listed. By clicking on the group name, you can access the case list of this group. On the right side (marked with B) you find other functions and options. 10 Chapter 2. First Steps with the Telepathology Database Figure 2-2. The tpdb main page Options This section contains the global configurations and options a user can modify. Change Password/Personal Information To change your personal information (address, email) or your password, follow this link. Personal settings There are some global settings a user can change. At present you can chose your preferred language - English or German at the moment - you can switch on/off the text in the toolbar and you can set up which discussion group should be used to store cases when you use the iPath-Microscope application to connect your microscope to the internet (cf. the iPath-Microscope user guide). Figure 2-3. personal settings 11 Chapter 2. First Steps with the Telepathology Database Information via email If you want to be informed when new cases were stored in a discussion group or when new comments have been added you can use this function to instruct the server to send you an email. In the following window, check all the events you want to be informed about an press the save button. Figure 2-4. Infomation via email Navigation and Help Menubar First some general hints for navigating in the tpdb. On every page there is a navigation bar at the top of the page (cf. Figure 2-5). The two small icons on the very right are present on every page. The question mark opens a help window which displays some specific help text for the page that you are just seeing. The logout icon will close the current session with iPath. You must login again to access data. Figure 2-5. the tpdb navigation bar 12 Chapter 2. First Steps with the Telepathology Database Toolbar Most functions of the tpdb are available over a so called toolbar like illustrated in this figure. The text labels below the icons can be switch on or off by the user in personal settings. The content of the toolbar may be different on some pages than on others, as the toolbar is only displaying the functions which are available and permitted at this place. To find out more about the functions available on each page, click on the little help icon in the navigation bar. Figure 2-6. the tpdb toolbar Viewing and commenting cases case list Figure 2-7 shows the case list for one discussion group. The case list is accessed from the main menu by clicking on the according group name. By default the cases are sorted by date in an descending order. The newst cases are at the top of the list. The sort order can be changed by clicking the sort icon next to the colmn title that should be used as a sort key. If there cases is the group that have been entered they after your last login, they are labeled as new. When a cases comments that have been added since your last login, it is labeled with a smal red cross . To display a single case, click on the case title. If there are too many cases to be displayed on one page, you find a link to the next page at the bottom of the list (cf. encirceled red in Figure 2-7) 13 Chapter 2. First Steps with the Telepathology Database Figure 2-7. The case list Case display Figure 2-8 illustrates the display of a single case. The general information of the case is displayed at the top of the page followed by the description given by the sender of the case. Below the description there are all images attached to the case. The images can be displayd by clicking it. On the image display, there are on the left margin two arrow icons ( ) to browse through all consecutive images. To go back to the main case display follow the ’back’ link or use the up-arrow in the navigation bar. At the bottom of the case display you will find the comments added by other users. If you see no comments but instead a red label saying "comments hidden" this is a case with hidden comments. You can only see comments of other users after you have entered your own comment (cf. next section). Figure 2-8. Display of a single case int the tpdb 14 Chapter 2. First Steps with the Telepathology Database Comments Add a new comment If you want to state your opinion on this case you can add a comment to this case. Click on the "add comment" link and fill your comment tonto the following form. When you are finished click on the save button to send your comment to the iPath server. NOTE: you can only enter comments when you are logged in and you cannot alter comments once they are saved. The comments are allways listed in the order they were submitted. The first comments (oldest) stay on top. Hidden comments To prevent users from being influenced by comments already stated, comments can be hidden. In a case with hidden comments you can see comments of other users only after you have entered and saved your own comment. Final diagnosis The moderator of the group and ev. the sender of a case can add a special comment. Below the textfield to enter the comment, there is a check box labeled final diagnosis. If this is check before saving the comment, this comment will be put on top of the comment list and it will be colored red. This is intended for the statement of some conclusions or a final diagnonsis after the discussion on thie case is finished. Add new cases create a new case Creation of new cases takes two step. First, a new cases is added to the database and in a second step images can be attached to this new case. To create a new case click on the "new case" icon in the tool bar. In the following form, illustrated in Figure 2-9, you must fill out some fields. The case title is mandatory. If the group moderator has specified a default description text, this will be written in the description field. Complete the description by overwriting the default values with the description of your actual case. When you have typed all infomation you save the case to the tpdb by clicking the save button or the save icon in the tool bar. 15 Chapter 2. First Steps with the Telepathology Database Figure 2-9. Add a new case to the tpdb adding images and other documents Images Once the case is created you can start adding images or other documents (e.g. pdf or ms-word) to this case. Click on the paper clip icon in the tool bar to open the "add image"-dialog illustrated in Figure 2-11. Figure 2-10. Add Image with the "attach" icon • first click the "browse" button to open the file selction dialog. • In the file selction dialog select an image file that you want to add to the case and click "open". • Finally press the "Save/Preview" button to see a preview of your image and wait a few seconds until your image is uploaded to the server. If you are content with the image displayed in the following preview dialog, click "save" to save the image to the database. If you cannot see an image in the preview window, this might have several reasons. There can a maximum upload size on the server (e.g. 2MB per image on our main server). If an image file is larger it is not uploaded. Another problem can be the image format. The easiest and most convenient way to upload images are JPEG files compressed with good quality. On the server all other file formats are converted to JPEG anyway, so there is no reason to send high quality but large TIF files. 16 Chapter 2. First Steps with the Telepathology Database Figure 2-11. Add images or other documents to a case Other documents If you want to add another kind of document, ie. not an image file, you can check the "store as binary file" option in the "add image"-dialog (Figure 2-11). Edit an existing case You can edit an existing case only if you have sent in the case yourself or if you are group moderator. To edit a case click on the edit icon (cf. Figure 2-12). Figure 2-12. Edit case icon On the following windows there are three things to edit. Shown under A in Figure 2-13 you can edit the general case description and all the case options. Under B you can check images that should be removed from this case and under C you can renumber the images. Images will always appear in ascendending order of the image number. When finished with editing, click the save button or the the save icon in the toolbar to save your changes on the server! 17 Chapter 2. First Steps with the Telepathology Database Figure 2-13. Edit an existing case Notes 1. http://telepath.patho.unibas.ch 18 Chapter 3. Advanced Functions Chat The chat function is intended to allow an onlie discussion between two or more members of a discussion group. For every case there is a private chat room. To join the chat room, go to the appropriate case and click on the chat icon (cf. Figure 3-1). To use the chat, simply type your comment into the message field on top of the chat window and press the enter key or click on the "!" button. Figure 3-1. the chat window Special case options When entering a new case or editing an existing case, there are some advanced otpions that can be configured. To change the case options open an case and click on the edit icon in the toolbar. Allow other users to add images With this option, you can allow other users to add additional images to this case. This might be useful if different analisys for one case are performed at different locations. The results (with images) can be collected to one case. Publish case Published cases are visible and searchable by any user without the need of beeing a member of your dicussion group. 19 Chapter 3. Advanced Functions Hide comments Hidden comments can be used to prevent users from influencing each other. A user can read the comments of others only after he has submitted his own comment. 20 Chapter 4. Moderatoration of a Discussion Group What is a moderator Every group on iPath has at least one group moderator. Moderators are previlaged users, who can control access to the discussion group. Additionally they are allowed to change group options, that are needed to adjust the behaviour of iPath for different applications. Before going into details, we will quickly present some common uses of iPath and how discussion groups may be set up to serve these uses. However, you are free in using iPath for a different purpose. Most group pptions can be configured with the "group settings" link located under the administation section on the main page (cf. Figure 4-1). Figure 4-1. the group settings dialog Exmaple Configurations General recommendations Whatever purpose you want to use iPath for, consider one thing: every server in the internet is potentially vulnerable to attacks by hackers. Therefore, if not absolutly necessary, do not allow the members of your discussion group to store patient sensitive data. A simple method for preventing users from entering sensitive data like name or birthday is to present a default desciption (cf. Figure 4-1), where you specify what kind of clinical data should be given. 21 Chapter 4. Moderatoration of a Discussion Group Expert to expert consultation For our first example we assume, that you are a group of specialist pathologists who would like to discuss difficult cases on the internet. Figure 4-2 shows an example setting for such a discussion group. As we assume that every member is a specialst, we can allow everyone to add a final diagnosis to his own case. Additionally we can allow users to change the names of their cases, as we can leave the responsibility to know the real identity of a case to its sender. Figure 4-2. possible group settings for second opinion consultations among experts Many non-experts consulting a few specialists This is the situation that is called "expert group" in iPath. A small number of experts can be consulted by many other users. Typically, the core of experts can view and comment all cases entered into the group, while common users can only see the cases they have sent in. The configuration for this behaviour is shown in Figure 4-3. Don’t forget to explicitly mark your expert users as experts under the group membership. Figure 4-3. possible group settings for non-expert to expert consultations Teaching: Setting up a group with a reference atlas 22 Chapter 4. Moderatoration of a Discussion Group Configuration of discussion group Setting the group membership Once the discussion group is configured, it is time to add group members. You can either add new users to the iPath server yourself by clicking on the "add new user" link on the administration section on the main page or by granting access to existing users. Grant access to an existing user To grant access to one of your discussion groups to an existing user, simply select the according user from the "user list" link (main page, administration). click on continue or "gourp membership" on this page. On the floowing page (Figure 4-4) you can setup the group membership for this user. The check at expert is only important when the group is set up as an expert group (cf. Figure 4-3). Figure 4-4. defining group membership 23 Chapter 4. Moderatoration of a Discussion Group 24 Chapter 5. Administration of an iPath Server well, this chapter will follow somewhen later. 25 Chapter 5. Administration of an iPath Server 26 Bibliography 27 28
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