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www.rti.org RTI International is a registered trademark and a trade name of Research Triangle Institute. FedCASIC 2018 Complex Use of Voxco, Commercial-Off-the-Shelf Software, for Data Collection Nathan Sikes Michelle Krzyzanowski, Ying Qin, Jean Robinson, Nathan Sikes 1 Presenter: Authors:

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  • www.rti.orgRTI International is a registered trademark and a trade name of Research Triangle Institute.

    FedCASIC 2018

    Complex Use of Voxco, Commercial-Off-the-Shelf Software, for Data Collection

    Nathan SikesMichelle Krzyzanowski, Ying Qin, Jean Robinson, Nathan Sikes

    1

    Presenter:Authors:

  • Commercial-Off-The-Shelf (COTS) Software

    2

    Organizations select “COTS” software for a variety of reasons:

    • Client Requirements• Financial considerations• A desire to standardize software development

  • Commercial-Off-The-Shelf (COTS) Software

    3

    Organizations select “COTS” software for a variety of reasons:

    • Client Requirements• Financial considerations• A desire to standardize software development

    “COTS” software typically implies a one-size-fits-all approach:

    • Meets most of the needs it was designed to address

  • Commercial-Off-The-Shelf (COTS) Software

    4

    Organizations select “COTS” software for a variety of reasons:

    • Client Requirements• Financial considerations• A desire to standardize software development

    “COTS” software typically implies a one-size-fits-all approach:

    • Meets most of the needs it was designed to address

    However, complex studies stretching the boundaries of COTS software framework require thoughtful and

    ingenious approaches to be successful.

  • A Sampling of Data Collection Tools Used at RTI

    5

    CATI-CMS

    RTI-Developed Proprietary Software

    Mobile FS

    Integrated Field Management System (IFMS)

  • A Sampling of Data Collection Tools Used at RTI

    6

    CATI-CMS

    RTI-Developed Proprietary Software

    Commercial Off-the-Shelf Software

    Mobile FS

    and others…

    Integrated Field Management System (IFMS)

  • Addressing Challenges in Voxco Online

    7

    a.k.a. “Acuity for Surveys (A4S)”

  • Challenges Using Voxco Online

    Complex Dynamic Preloads– Instruments– Instrument Variables

    Automation of Voxco Functions– Data Exports– Data Imports

    Customized Grid Questions– Responsive Design– Validating Input for the entire page of questions– Customizing Questions using HTML

    8

  • The Medication-Assisted Treatment (MAT) Study

    9

  • Voxco Challenges for The MAT Study (CDC)

    10

  • Voxco Challenges for The MAT Study (CDC)

    11

  • The MAT Study – Data Collection Flow

    12

    Clin

    ics

    Patie

    nts

    Recruiting Instrument

  • The MAT Study – Data Collection Flow

    13

    Clin

    ics

    Patie

    nts

    Recruiting Instrument

    Screener Instrument

    Baseline Instrument

  • The MAT Study – Data Collection Flow

    14

    Clin

    ics

    Patie

    nts

    Recruiting Instrument

    Screener Instrument

    Baseline Instrument

    Recruiting Instrument

    Recruiting Instrument

    VisitInstruments

    (11 Visits)

    3/6 Month Check-in

    12/24 Month

    Follow-up

  • The MAT Study – Data Collection Flow

    15

    Clin

    ics

    Patie

    nts

    Recruiting Instrument

    Screener Instrument

    Baseline Instrument

    Recruiting Instrument

    Recruiting Instrument

    VisitInstruments

    (11 Visits)

    3/6 Month Check-in

    12/24 Month

    Follow-up

    1 2

  • Preparing Screener/Baseline Instruments

    Upon Completing the Recruiting of a Patient, Batch Processes:

    – Preload Screener and Baseline cases simultaneously

    – Assign Recruited Patients to Preloaded Voxco Cases (with matching Case IDs)

    – Preload values from the Recruiting Instrument to the Screener and Baseline instruments

    16

    1

  • Preparing Screener/Baseline Instruments

    Upon Completing the Recruiting of a Patient, Batch Processes:

    – Preload Screener and Baseline cases simultaneously

    – Assign Recruited Patients to Preloaded Voxco Cases (with matching Case IDs)

    – Preload values from the Recruiting Instrument to the Screener and Baseline instruments

    – Push Cases to the Integrated Field Management System (IFMS) for assignments to FIs

    17

    1

    IFMS

  • Preparation of Remaining Instruments – Similar Process

    18

    Nightly Processing Approach– Schedule the Voxco Online Export– Batch programming processes run in the early AM.– Schedule Voxco Online Import to run prior to the start of work

    day.

  • Batch Processing Challenge

    Challenge– Pushing the exported files to our project share for processing

    19

  • Batch Processing Challenge

    Challenge– Pushing the exported files to our project share for processing

    Problem – The available options displayed are: email, ftp or a manual

    download.

    20

  • Batch Processing Challenge

    Challenge– Pushing the exported files to our project share for processing

    Problem – The available options displayed are: email, ftp or a manual

    download.– FTP option does not fit our needs, too many steps to get the

    data directly to our project share.

    21

  • Batch Processing Challenge

    Challenge– Pushing the exported files to our project share for processing

    Problem – The available options displayed are: email, ftp or a manual

    download.– FTP option does not fit our needs, too many steps to get the

    data directly to our project share.

    Solution– A table in the Voxco Online database stores the export tasks as

    BLOB data.– A nightly batch process pulls the most recent export and build

    data import files and or datasets.22

  • Batch Processing Export Solution

    SQL Code

    23

    Process- Pulls the exported data file- Unzips the zipped “blob”- Conducts various processing steps- Outputs dated file for the Voxco Online import step

    Ex: screener_yyyy_mm_dd.csv

    – The Voxco Online scheduled import task picks up the dated file

  • Preloading Variables w/o Nightly Processing

    The Baseline can be conducted immediately after the Screener without Nightly Processing

    Data from the Screener must be available in the Baseline

    How?

    24

  • Using Execute SQL (Advanced Logic Option)

    Execute SQL is one of Voxco’s advanced logic options. – We captured Screener data for our Baseline instrument to

    include as variable data that normally would have been preloaded.

    – We also use this approach to confirm that the previous instrument (Screener) was completed.

    25

  • The MAT Study – Data Collection Flow

    26

    Clin

    ics

    Patie

    nts

    Recruiting Instrument

    Screener Instrument

    Baseline Instrument

    Recruiting Instrument

    Recruiting Instrument

    VisitInstruments

    (11 Visits)

    3/6 Month Check-in

    12/24 Month

    Follow-up

    1 2

  • The MAT Study – Data Collection Flow

    27

    Clin

    ics

    Patie

    nts

    Recruiting Instrument

    Screener Instrument

    Baseline Instrument

    Recruiting Instrument

    Recruiting Instrument

    VisitInstruments

    (11 Visits)

    3/6 Month Check-in

    12/24 Month

    Follow-up

    1 2

  • Customized Grid Questions in Voxco Online

    28

    DHHS

    USAID

    DoE

    ED

    EPADoJ

    DoD

    Commercial

    OtherNon-Federal

    OtherFederal

  • Customized Grid Questions in Voxco Online

    Customized grid-type questions with:

    Radio button Checkbox Dropdown list Free text

    29

    DHHS

    USAID

    DoE

    ED

    EPADoJ

    DoD

    Commercial

    OtherNon-Federal

    OtherFederal

    Radio button Checkbox

    Dropdown list

    Free text

  • Customized Grid Questions in Voxco Online

    Use the “Content” box in a “Custom Question” form to achieve robust customization!

    30

    DHHS

  • Responsive Design within the Customized Grid

    31

    Desired Behaviors

    When “N” is selected…

    When “Y” is selected…

    When text is entered in a textbox…

  • Using JavaScript to validate user input

    32

    Customized JavaScript code is used to validate data input overcoming a limitation of form validation.

  • Customize further with HTML Styling

    33

    Tooltip Dialog box Color code table

    cells

  • RTI International

    Nathan [email protected]

    34

    FedCASIC 2018Commercial-Off-The-Shelf (COTS) SoftwareCommercial-Off-The-Shelf (COTS) SoftwareCommercial-Off-The-Shelf (COTS) SoftwareA Sampling of Data Collection Tools Used at RTIA Sampling of Data Collection Tools Used at RTIAddressing Challenges in Voxco Online Challenges Using Voxco Online The Medication-Assisted Treatment (MAT) StudyVoxco Challenges for The MAT Study (CDC)Voxco Challenges for The MAT Study (CDC)The MAT Study – Data Collection FlowThe MAT Study – Data Collection FlowThe MAT Study – Data Collection FlowThe MAT Study – Data Collection FlowPreparing Screener/Baseline InstrumentsPreparing Screener/Baseline InstrumentsPreparation of Remaining Instruments – Similar ProcessBatch Processing ChallengeBatch Processing ChallengeBatch Processing ChallengeBatch Processing ChallengeBatch Processing Export SolutionPreloading Variables w/o Nightly ProcessingUsing Execute SQL (Advanced Logic Option)Slide Number 26The MAT Study – Data Collection FlowCustomized Grid Questions in Voxco OnlineCustomized Grid Questions in Voxco OnlineCustomized Grid Questions in Voxco OnlineResponsive Design within the Customized GridUsing JavaScript to validate user input Customize further with HTML StylingRTI International