# Presentation: 201920

## caBIGTM Training Boot CampGetting StartedDianne M. Reeves, RN, MSNInformatics Specialist, NCICBSeptember 15, 2005

**Notes:**
Welcome to the first session.

The term ‘Boot Camp’ means that we hope to immerse you in the content over the next two days.  You can raise any question, explore any issue, and work through any scenario that can be captured under the broad heading of ‘Training’ or education.

## Boot Camp Purpose

- To prepare the participant to take an active role/mentor colleagues in the creation of caBIGTM documentation and training materials

**Notes:**
Our purpose for this two-day program is very targeted:

(Review the purpose)

To accomplish this goals we ask you to be an active learner.  Please avoid the temptation to multi-task or use the computer in front of you for other tasks throughout the next two days.  

We seek your active participation, your feedback, and we want you to tell us if a topic being presented is not clear, or needs to be explained another way.

You may find you are lacking background information as you hear the presentations.  We want you to identify that for us in a way that does not necessarily halt the flow of the presentations, but is addressed.

## Boot Camp Scope & Focus

- caBIGTM Projects
- Novice to Intermediate content level
- Inclusion of real-life exercises, scenarios
- Preparation for application at home site
- Built on processes and practices

**Notes:**
Your experience outside of caBIG may be valuable in terms of ‘lessons learned’, and we need your suggestions to be received in the context of using them in caBIG.  So issues of scalability, federation, costs – all come into play.

The content is at the novice to intermediate level.  You will see that reflected in the Learning objectives, and the approaches we take to presenting our content.  We are a diverse group at this point – our first session – and we are establishing a baseline for expectations.  Future sessions will be more intermediate to advanced level.

We have worked hard to include real-life exercises, and the experiences of caBIG members here today.

The bottom line will be – can you move from this program to your home site, and apply what you have learned?  That will be the outcome measure of success for us.  

We also will be discussing processes new to many of us, to support training activities.  Practices will be referenced when we talk about building content, making decisions about your users or audience, and other activities. 

## Learning Objectives...

- By the completion of the program, the participant will be prepared to:
**Discuss the impact of caBIG****TM compliance guidelines on creation and maintenance of documentation and training materials**
- Discuss steps in the Documentation and Training workflow cycle
- Identify at least two characteristics of quality documentation materials
- Apply caBIGTM documentation recommendations and templates to meet local needs
- Identify at least two characteristics of quality training materials

**Notes:**
You will find the learning objectives referenced many times throughout the two-day program.

They are created at the beginning to intermediate level, and represent measurable behaviors that you will be able to demonstrate at the end of the Boot Camp.

(Review)

## Learning Objectives

- Create SMART learning objectives as a component of training material(s) development
- Identify resources that can be used in the development of documentation and training materials
- Discuss strategies that can facilitate the customization of documentation and training materials for a targeted audience
- Outline the process to follow when a request for caBIGTMTraining Workgroup support is identified
- Identify Best Practices from the experiences of caBIGTMparticipants

**Notes:**
Complete set of learning objectives.

## Targets for Training Boot Camp

- Documentation Materials
- Training Materials/Presentations

**Notes:**
Again, we are going to be very targeted for the next two days.  

We are covering Training Materials and Presentations, primarily on the second 
Day.

On the first day the bulk of the content will cover documentation materials.  

There is a great deal to cover on these two topics, so we chose to restrict the discussion.  These two topics deserve a great deal of time, as you probably already realize.  

Again – to prepare you to move from this classroom to your home site, we’re going to try to be very diligent about staying on focus.  

## Training at caBIGTM 

- Templates
- Training Materials
- Documentation Materials
- Evaluations
- Documents
- Contact information
**How do you navigate to this site?**

**Notes:**
Now – getting started.  

We are going to be talking extensively over the next two days about using materials that are developed for your use.  

One of those items is a short document on the Training SLWG website (Review)

There are also a number of templates that are specifically created to serve as a model for you as you develop your materials.

There are other documents on the website

As well as contact information.

How do you get to this site on the web?

(Navigation to NCICB sites, Training Portal for caBIG)

## Training at caBIGTM:Templates

- What is a Template?
- Model or Standard for comparison or reuse
- Includes form/structure with content
- Standard for minimal or core expectations
- Communication tool to share expectations or standards
**A Tool that includes content and structure for creation of caBIGTM training and documentation materials**

**Notes:**
We’ve mentioned the term ‘template’ several times.

Can anyone give me a working definition of the term?

(Review content)

In our context, at this Boot Camp, a template is a tool that has content and structure, intended for reuse by caBIG members, in the creation of training and documentation materials.

## Your Opportunity for Self Reflection

- In at least 20 words, describe **why** you are attending the Training Boot Camp, and what you hope to take home from this program.
**Scoring**
- Learn, educate, participate – 5 points for each occurrence
- ‘Free time’ or ‘nothing else to...’ – minus 10 points each occurrence
- Template, training, documentation – 10 points for each occurrence
- Project plan, timeline – 15 points for each occurrence
- Mentor, colleagues – 25 points for each occurrence

**Notes:**
Interactive exercise.  

Results collated and reviewed by presenters throughout Boot Camp.

## Project Plan

- A document creating a working relationship between the National Cancer Institute and a site
- Identification of a site’s role (adopter or developer) in relation to projects
- Description of activities that will occur
- Training and documentation activities need to be part of this agreement

**Notes:**
Let’s talk about what brought you to this place, and your role in your institution’s caBIG project(s)

Within the caBIG, there is a great deal of activity centering on creating and adopting software software systems that are syntactically and semantically interoperable.  

What exactly does that mean?

To document an institution’s interest and activities associated with caBIG, a Project plan is created at an institution, to function as an agreement between NCI, its Center for Bioinformatics, and the caBIG participants.

This plan identifies clearly a site’s role – whether it be to develop applications, and/or whether the plan may be to adopt an application.  And it is often a combination of the two.  

The plan includes a description of the activities that will occur.  Training and documentation activities need to be part of this agreement.  

## Project Plan:Questions

- ? Are you familiar with the Plan for the project you are representing at this Boot Camp?
- ? Is training or documentation part of that document?
- ? Are there any timelines associated with these items in the Plan?

**Notes:**
Let’s talk about each of you now.

Are you familiar with the plan for the project you are representing here?

Do you know if training and documentation are part of that document?

Are you operating under a timeline now for these projects, meaning a date when training and/or documentation materials need to be complete?

## caBIGTM Compatibility Guidelines

- Ability to share and access systems or resources
- Follow caBIGTM Guidelines and standards as they exist
- ? **What does this mean for Training**?

**Notes:**
caBIGTM Compatibility – what is it important?  (handout)

caBIGTM requirements for compatibility involves a planned strategy to insure that applications are interoperable.

To be compatible with caBIG requirements means that others with the caBIGTM community can adopt and develop an integrated environment for the sharing of research data and software tools.  

To be caBIGTM compatible means to comply with existing guidelines and standards, as they exist.  

For training – this means ---?

The guidelines are intended for new applications, but legacy or existing systems need a mechanism to achieve compliance.  That may not mean the reformatting of an existing set of documentation and training materials into our templates.  

## Compatibility:Training Work Group

**Current Training Work Group Activities**
- Suggested Workflow that can be adopted
- Suggested Templates (and revisions) to adopt when creating training and documentation materials
- Active tracking of activities, and assistance as needed
- Review and evaluation of completed materials

**Notes:**
Based on caBIG compliance requirements, and the needs of the community, the Training SLWG is involved in a number of activities, a subset being:

Investigation of Workflow for the creation of training and documentation materials.  You will see reference to a flow diagram repeatedly during our Boot Camp.

Suggested Templates are available for reuse, and revisions may be needed.

A new process that Kim will discuss tomorrow, targets the need for all training and documentation activities to be registered, and tracked through the process of delivery.  This allows the Training group to anticipate the need to identify Mentors when needed, and assists a team in the timely completion of their projects.  

The other new process we will discuss tomorrow is the suggested review process for completed materials.  Following the example of VCDE and Architecture, a set of criteria is being developed to serve as a review mechanism.  

## Documentation and Training Workflow

**Notes:**
In reference to ‘workflow’ – this is the lifecycle of documentation and training materials.  

It is a loop.  It represents the full cycle of our presentation at this Boot Camp, and will be referenced by each speaker during the next two days.  

It is the connection for all of the activities we connect with during training

## Process:Training Work Group

**Process:**  Registration of caBIGTM Documentation and Training Activities
**Purpose:**  To create an inventory of training materials and activities underway in the caBIGTM community

**Notes:**
The process for registering all caBIGTM documentation and training activities will be discussed more tomorrow.  

But it is the proposed starting point to allow the Training WG to review the status of projects, the need for assistance, and eventually understand the average amount of time needed to create these materials.  

It will yield an inventory of materials for reuse across the community.

## Process:Training Work Group

**Process:**  Request for assistance from the Training SLWG membership/Mentors
**Purpose:**  To support the successful completion of training and documentation activities through the partnering of Training SLWG members with adopter/developer sites

**Notes:**
Another aspect of registration is the ability for a caBIG member to request assistance from the Training WG.

Again – Kim will go into this in more detail.  

But the purpose is to support the successful completion of training and documentation activities, through the partnering with Training SLWG members.

By attending this Boot Camp, you are each taking the first steps to becoming participants and even Mentors in the Training SLWG.  

## Process:Training Work Group

**Process:**  Review and Evaluation of documentation and training materials by Training SLWG
**Purpose:**  To apply criteria for the review and evaluation of training and documentation materials

**Notes:**
Finally, the Training SLWG is proposing a review and approval process for completed training and documentation materials.  

A set of criteria to be used for the review is being created now, and will be available for those of us developing these materials.

We will talk in more detail tomorrow about this process.  

## Compatibility:Training Work Group

- What does caBIGTM Compatibility mean NOW to the Documentation and Training efforts of our community?
- Use of templates
- Registration of projects at initiation
- Compliance with process for requesting training or documentation  assistance from Training WG
- Compliance with the process to review and approve materials
- What else?

**Notes:**
So what does it mean right now when we talk about training and documentation materials needing to be caBIGTM compliant?

We use the templates

We register our projects when they begin

When we need assistance, we request it in the prescribed way

We utilize the process to review and approve materials.  This could mean an internal review before submission to the Training SLWG.

What else?  

## Process:Training SLWG

- To launch the registration process...
- Project name
- Institution name
- Workspace
- Project delivery date
- Point of contact (POC) information
- Documentation and Training Lead information

**Notes:**
We propose to launch the registration process during this Boot Camp.

Kim Diercksen will be collecting the information that we have here (Read)

We have a paper copy of this form in your handouts.  

Kim plans to enter this information in a Test Track database, and share some of the output or reports tomorrow with us.  

## In Summary

- We will use Workflow and Learning Objectives to keep the content connected.
- We will use a step-by-step approach to support the clear delivery of content.
- We will measure success of this Boot Camp by your ability to return to your institution and apply what you have learned.

**Notes:**
In Summary...

Throughout these two days, you will see each presentation make reference to the Workflow diagram and Learning objectives, to keep us connected.  

We are using a step-by-step or prescriptive approach to support our delivery of content.  This should translate into you being able to repeat these steps when you return home.  

And finally, we will measure success of this program by your ability to return to your institution and apply ‘Lessons learned’ here.  

Should we have a contact with folks after return home?

## Session Review:Questions?

- Any questions about anything we covered?
- Thank you for your attendance and your attention!

**Notes:**
Questions?