# Presentation: 790905

## Summary of caBIG Strategic Planning Working Group Face-to-Face MeetingHosted by Fox Chase Cancer Center Philadelphia, PA November 8 – 9, 2004  

- Prepared by:
- Joyce C. Niland, PhD
- Chair, Information Sciences, City of Hope &
- caBIG Strategic Planning Working Group Member
***Presented by Mike Becich, MD PhD with JN’s permission at:***
***caBIG Tissue Banks & Pathology Tools F2F 12/01/04***

## caBIG Strategic Planning Working Group Face-to-Face Meeting  

-    Mark Adams, Booz Allen Hamilton
-    Mike Becich, University of Pittsburgh
-    J. Robert Beck, Fox Chase
-    Howard Bilofsky, University of Pennsylvania
-    David Birtwell, University of Pennsylvania
-    Jessica Bondy, University of Colorado
-    Ken Buetow, NCICB
-    John Casagrande, University of So Calif
-    Thomas Casavant, University of Iowa
-    Amin Chisti, Fox Chase
-    John Cook, MD Anderson
-    Peter Covitz, NCICB
-    Chalk Dawson, Booz Allen Hamilton (BAH)
-    Mary Jo Deering, NCICB
-    Leslie Derr, NCICB

- David Fenstermacher, University of Penn
- Dan Geraghty, Fred Hutchinson
- William Grizzle, University of Alabama
- Kim Johnson, Duke University
- Michael Keller, BAH
- Arumani Manisundaram, BAH
- Frank Manion, Fox Chase
- Joyce Niland, City of Hope
- Michael Ochs, Fox Chase
- Bob Robbins, Fred Hutchinson
- Lincoln Stein, Cold Spring Harbor
- David Stivers, MD Anderson
- R. Michael Townsend, Cold Spring Harbor
- David Tuck, Yale University
- Mark Watson, Washington University
- Theodora Wills, Booz Allen Hamilton

**caBIG Strategic Planning Working Group Face-to-Face Meeting  **
**Philadelphia, PA November 8 – 9, 2004 **

## Timeline of caBIG Strategic Goals

***Strategic Goals***
***   ******by Year:***

***  ******3 – Summer 2008***

***  ******5 – Summer 2010 ***

**Timeline of caBIG Strategic Goals**

## Guiding Principlesin Carrying Out These Strategic Goals

- • All software products must be optimized   for change rather than trying to get it  perfect the first time out. The ability to  easily adapt our software products to  future changes and external influences is essential.
- • We must have a bias for action, and not  get bogged down in deliberating    everything to the nth detail
- • Always retain a patient-centric focus in   conceptualizing and developing our   solutions

## Timeline of Strategic Goals:

**Timeline of Strategic Goals:**
**Clinical Trial Management System**

**Financial:**  Use cases, data elements,
- glossary, functional requirements, SOWwith focus on Trial Financial Ledger

**Financial:**  Execute SOW to test,document, deploy software to users

**Laboratory:** CDISC modifications, HL7 V3 messages, interface to AE SIG

**Laboratory:** Transfer data from 2 vendorsystems, transfer into CT databases

**Laboratory:** De-identified lab data in
- the Grid, Toolkit to transfer anylab data

**AEs:** caBIG functional prototype for Modules 1-4 tested at adopter sites

**AEs:** All 12 modules in place withinterfaces to vendors and agencies

**CTMS/CDUS:** Use cases, improve-ments to CTEP reporting process

**CTMS/CDUS:** caBIG module for CTMS/CDUS reporting,AE denominator data

**Compatibility:** Refined guidelines, assessment methods, gap analysis

**Structured Protocol:  **Create core dataelements (CDISC-based) for protocolregistration & internal tracking

***  ******1 – End of 2005 ***

***Strategic Goals***
***   ******by Year:***

***  ******3 – Summer 2008***

***  ******5 – Summer 2010 ***

**Structured Protocol:  **Clinical trial registry, patient eligibility, patientregistration, tx calendar, CRFs,Summary 4, and SIG components

**Structured Protocol:  **Complete PIauthoring, custom report generation,data mining, results repository, andstatistical analysis components

## Timeline of Strategic Goals:

**Integrative Cancer Research**

***Projects in Progress:***

**Data Analysis & Statistical Tools** 		Distance-Weighted Discrimination
- 				Gene Pattern
- 				Magellan
- 				VISDA
**Genome Annotation****	**		Cancer Molecular Pages
- 				Function Express
- 				GoMiner
- 				HapMap
- 				PIR
- 				SEED
**Microarray Repositories**		caArray
- 				NCI-60 Data Sharing
- 				Zebrafish Microarray Data Sharing
**Pathways****	**			Cytoscape
- 				QPACA
- 				Reactome
**Proteomic**				LIMS
- 				Q5
- 				Rproteomics
**Translational**			TrAPSS

## Timeline of Strategic Goals:

**Timeline of Strategic Goals:**
**Integrative Cancer Research**

- The majority of projects will target Silver Level compliance, as outlined in the caBIG Compatibility Guidelines document.
-  A few projects will be selected as reference implementations of the Grid architecture.
- All projects will comply with the caBIG principles of open source, open access, open development and federation

***  ******1 – End of 2005 ***

***Strategic Goals***
***   ******by Year:***

***  ******3 – Summer 2008***

***  ******5 – Summer 2010 ***

- Bring more selected data sources and applications into Gold-level compliance, i.e. make them grid resources.
- • Show how a federated set of  resources that are syntactically  and semantically compatible  can be used to perform powerful  analyses across the cancer  research community.

- • Connect the ICR data and  applications to resources  in the Tissue Banks and  Pathology Tools Workspace  as well as the Clinical Trials  Management System  Workspace.

## Timeline of Strategic Goals:

**Timeline of Strategic Goals:**
**Tissue Bank and Pathology Tools**

- Complete first iteration of caTISSUE Core / caTISSUE Lite and deploy to adopter sites for testing.
- Complete caTIES module and deploy to adopter sites for testing.
- • Complete first phase of  caTISSUE clinical annotation module and deploy to adopter sites for testing

***  ******1 – End of 2005 ***

***Strategic Goals***
***   ******by Year:***

***  ******3 – Summer 2008***

***  ******5 – Summer 2010 ***

- • Complete development cycle for caTISSUE Lite / caTISSUE Core
- • Complete & deploy presentation  / grid layer for caTISSUE
- • Further development of clinical  annotation module.
- • ‘Second party’ modules for  Billing/Shipping, Request,  Experimental annotation
- • Other caTISSUE modules  based on prioritization ranking.
- • Explore integration of caTISSUE  with other specimen banks  (e.g. EDRN, coop group, CHTN).

-  Execute test cases to  demonstrate utility of grid-  based query across centers,  and sharing of biospecimen  resources for novel   multi-institutional studies.

## Timeline of Strategic Goals:

**Timeline of Strategic Goals:**
**Architecture**

- Move interoperability framework into production projects
- Release Compatibility Document V2.0 ( defines Gold)
- • Set target dates/milestones  to implement guidelines
- • Determine if LSID is sufficient  to meet caBIG needs
- • Evaluate workflow technologies  and provide recommendations  for caBIG via white paper
- • Recommend a common  standardized query language across the grid
- • Design & prototyping based on  Domain Workspace Use Cases
- • Identify Domain Workspace**  **projects to test implementation  strategies
- • Evaluate RDF and XML as  format for metadata
- * Interact closely with Arch and VCDE Workspaces

***  ******1 – End of 2005 ***

***Strategic Goals***
***   ******by Year:***

***  ******3 – Summer 2008***

***  ******5 – Summer 2010 ***

**• **** **Develop caCORE Developer’s   Tool Kit

## Timeline of Strategic Goals:

**Timeline of Strategic Goals:**
**Vocabulary**

- •Plan for governance of new   vocabulary and common data  element content
- • Establish VCDE Mentoring  Teams for domain workspace  pilot projects
- • Recommendation of external  data standards
- • Convene regular F2F Meetings  of the VCDE WS and joint  meetings with Arch WS to  address cross-cutting issues
- • Implement VCDE Workspace  developer projects

***  ******1 – End of 2005 ***

***Strategic Goals***
***   ******by Year:***

***  ******3 – Summer 2008***

***  ******5 – Summer 2010 ***

## Timeline of Strategic Goals:

**Timeline of Strategic Goals:**
**Data Sharing and Intellectual Capital**

- • Develop key data sharing  associated use cases for each  of caBIG workspace.
- • Collect and compile existing  “best practices” related to   proprietary and regulatory   issues for data sharing.
- • Where no “best practices” exist,  seek out needed expertise to  formulate such policies for  caBIG activities.
- • Prepare position papers on  assigned topics relevant to  each team focus.

***  ******1 – End of 2005 ***

***Strategic Goals***
***   ******by Year:***

***  ******3 – Summer 2008***

***  ******5 – Summer 2010 ***

- Publish white papers based on summation of group’s position papers.
- • Continue interaction with  Architecture WS to develop  test documents
- • Create caBIG compliant  document templates that can  be used by participating  institutions to ensure  compliances with data sharing  polices

- • Serve as liaison between policy  changes and system design
- • Troubleshoot remaining  institutional impediments to  implementing data sharing  across the grid

## Timeline of Strategic Goals:

**Timeline of Strategic Goals:**
**Training**

- • Develop caCORE training  (EVS,caDSR, caBIO)
- • Develop Training for tools  currently being developed  starting with    -CTMS - Structured Protocol      Development     -ICR – caARRAY    -TBPT - caTIES
- • Develop templates and  standards  for caBIG Software  Documentation
- • Develop common standards  for the evaluation of caBIG tools

***  ******1 – End of 2005 ***

***Strategic Goals***
***   ******by Year:***

***  ******3 – Summer 2008***

***  ******5 – Summer 2010 ***

- • Provide an open source  electronic learning environment
- • Define Training Modalities
- • Produce “Gold” level training  materials
- • Provide a common look and  feel for caBIG training materials
- • Provide end user & tech support

## Challenges Identified in Meeting caBIG Strategic Goals

- Staging of work
-   -Too many simultaneous SIGs?
-   - Need methodology for sequencing and managing our activities
- “Tightening” the group – how do projects “fit” together?
- Coordination with DSIC regarding HIPAA and IRB issues
- Remain cognizant of overlaps among CTMS, TBPT, ICR workspaces
- How do we get the IRBs to support any approach we develop?
- Are Workspaces appropriately resourced?
-   -Will VCDE mentoring team be able to serve all Workspaces
-   -Can 7 Centers support CDE Development for 29 projects?
-   -Balance using resources for development vs support for existing products
- Cementing” the Developer-Adopter relationships
-     -More use-cases need to be developed jointly
-     -Need to identify adopters for the VCDE development project
-        (Specifically where terminologies are being added, e.g. mouse vocabs)
- Extension to small oncology practices, caregivers, EMR

_**Organizational Issues**_

## Challenges Identified in Meeting caBIG Strategic Goals

- Common articulated vision for “the GRID”
-   -Definition of “caBIG” remains too high level?
- Soliciting and considering nationwide input
-   -Including both Cancer Centers & agency perspectives
-   -Incorporating national/international standards
-   -Involvement of vendors
- Need to evolve caBIG compatibility definitions
- Increasing awareness crossing...
-    -Workspaces (beyond liaisons)
-    -SIGs (distinction?/commonality?)
-        -e.g. Architecture decisions brought back to the domain workspaces
- How should we be measuring the project’s progress?

_**Communication Issues**_

## Challenges Identified in Meeting caBIG Strategic Goals

-  Needs to be uniform
-  Need for context-specific training in use of the caDSR tools, less abstract
-  Provide training on caCORE in a timely fashion
-  Create guidelines for software documentation
-  Strategy for long-term user support (commercialized?)

_**Training Issues**_

_**Technical Issues**_

- •Open source software development
- Need for more discussions around security
- Balancing software engineering with science
- •Interfacing with in-house and vendor-based systems
- Uniform adoption of caBIG Architecture, CDEs and practices
- Formal test bed to test and demonstrate architectural standards
- Management of tradeoff between flexibility versus perfection

## New Potential Workspaces/Groups to Engage in caBIG

-  ONCHIT/EMR/CHI – Federal/Regulatory
- • Other Federal Agencies
- • Cancer Imaging Program
- • ICBPO
- • COOP, SPORES, CTEP
-  Commercial Sector (Pharma, SW Vendors, etc.)

**New Potential Workspaces/Groups to Engage in caBIG**

## Decisions/Actions Stemming from Strategic Planning Meeting

- Communication mechanisms must become crisper and more focused
- Distill minutes down to the most critical info (key decisions & action items)
- Create a segment in “What’s Big This Week” to summarize Workspace products
-    -Provide Executive Summary with links to web site to detailed information
- Improve caBIG Website
-   -Post SIG and subcommittee contact information on web site
-   -List projects under development and responsible Centers
-   -Post meeting minutes on a searchable web page
-   -Add link to papers out for comment
- Conduct quarterly teleconferences, open to entire caBIG community
-   -Frame agenda so teleconference is no longer than 2 hours
-   -Review all Workspace activities, goals, emerging issues and decisions
-   -Identify and cement Workspace interfaces and interdependencies     (e.g., security, business process, access management)
-   -Discuss what one group expects another to deliver
-   -Review any changes to previously discussed plans

**Decisions/Actions Stemming from Strategic Planning Meeting**

## Decisions/Actions Stemming from Strategic Planning Meeting

**Future Decision Making Process across Workspaces: **
- Identify a topic Lead
- Topic Lead convenes 1-2 brainstorming sessions
- Publicize when sessions will be held (What’s Big This Week; Listserv)
- Develop proposal based on session feedback
- Put proposal out for public comment across initiative for 1-2 wks
- Topic Lead collects comments and makes final document
- Publish final document

**Decisions/Actions Stemming from Strategic Planning Meeting**

## Next Steps

-    -Review 1, 3, and 5 year objectives and confirm timeline for each objective.
-  Write white paper for distribution to Center Directors, publication in journal
-   -caBIG goals and objectives
-   -what caBIG is and is not
-   -where caBIG expects to be in one, three and five years
-   -where and why Centers and community might want to get involved
- Finalize caBIG strategic goals and Workspace objectives
-   -Begin planning for March 15-16, 2005 SP SLWG Face-to-face meeting
-   -Review status of position paper
-   -Discuss methodology for managing and sequencing our activities

**Next Steps**