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Information in the 'Workplace' is related to the most common concepts and queries that an individual uses and in essence becomes their personal workspace. The main objectives of the 'Workplace' are: 

  • Save and organize user specific items.
  • Share information with other project users.
  • Project managers can view the workplace for individual team members.

 The items stored in the Workplace view can be used in many of the i2b2 views and plug-ins, such as the 'Query Tool'.

7.1. Layout

wpView → Replace to an image including SHARE folder


The 'Workplace' view is hierarchical display of items (concepts, queries) added by the user. There are three main branches or components of the tree that displays. 

User Folder and SHARED Folder

These are the highest level folder () that are created automatically. The User folder is created with the user's name and it is used to store items added by the individual user. This level cannot be used when creating a query. The SHARED folder is a place to share concepts and queries with other users.  

Folders

A folder (folder) contains other folders and / or items added by the user. It can be expanded and collapsed by clicking on the plus sign (plusSign) or negative sign (minusSign) next to it. A user defined folder can not be dragged to other i2b2 views. It can be moved around within the 'Workplace' view. 

Items

Items are the lowest level of the hierarchy. They can not be expanded further. Some examples of items are listed below. 

  • Concepts (leaf)
  • Group of concepts (ontology folder) (folderConcepts)
  • Modifiers (modifier)
  • Group of modifiers (modifier folder) (folderModifier)
  • Patient set (ptSet)
  • Encounter set (ptSet)

7.2. Adding a folder and items

7.2.1. Adding a Folder

1. Using the right mouse button, click on your user folder in the 'Workplace'.

2. A pop-up menu will open.

 wpAddNewFolder

3. Select New Folder.

4. A new window will open. 

wpAddNewFolderWindow

5. In the text box enter the name you want to be displayed.

6. Click on the OK button.

7. The new folder will appear in the Workplace view.

 wpFolderAdded

 

7.3. Adding Items

Items Draggable to Workplace

Items can be dragged and dropped (copied) into the Workplace view from other views in the i2b2 Web Client.

 

  1. Folder

A folder (folder) and all its concepts (children) can be added to Workplace by dragging the folder name from one of the following views.

 

    • Find Terms view
    • Navigate Terms view

 

 

  1. Modifier Folder

A modifier folder (modifierFolder) and all its modifiers (children) can be added to Workplace by dragging the folder name from one of the following views.

 

    • Find Terms view
    • Navigate Terms view

 

 

  1. Concept

A concept (leaf) can be added to Workplace by dragging the name of the concept from one of the following views.

 

    • Find Terms view.
    • Navigate Terms view

 

 

  1. Modifier

A modifier (modifier) can be added to Workplace by dragging the name of the modifier from one of the following views.

 

    • Find Terms view.
    • Navigate Terms view

 

 

  1. Patient Set

A Patient set (ptSet) can be added to Workplace by dragging the name of the patient set from the following view.

 

    • Previous Query view.

 

 

  1. Encounter Set

An Encounter set (ptSet) can be added to Workplace by dragging the name of the encounter set from the following view.

 

    • Previous Query view.

 

 

  1. Previous Query

A previous query (previousQuery) can be added to Workplace by dragging the name of the previous query from the following view.

 

    • Previous Query view.

 

 

Add Folders and Concept to Workplace View

 

Find Terms View

The Find Terms view provides a way to search for a particular concept.

 

ftView

 

 

NOTE:

For detailed information on how to search for terms, please see the i2b2 Find Terms help.

 

 


Add Folder / Concept From Find Terms View

 

  1. In the Find Terms view, search for the item(s) you want to add.
  2. Highlight the folder (folder) or concept (leaf) by clicking on its name.
  3. While holding the left mouse button down, drag the item over to the Workplace view.
  4. Drop the item into either your workplace folder or the shared folder.

 

wpDragFolder

 

 

  1. The item will now display in the Workplace view with the same name.

 

wpDropFolder

 

 

 

Navigate Terms View

The Navigate Terms view contains a hierarchical display of all the concepts and modifiers that can be used to search the database.

 

ntView

 

 

NOTE:

How the items are grouped and displayed is dependent on how the database is setup.

 

 

Add Folder / Concept From Navigate Terms View

 

  1. In the Navigate Terms view, expand the folder(s) that contains the concept or grouping of concepts you want to add.
  2. Highlight the folder (folder) or concept (leaf) by clicking on its name.
  3. While holding the left mouse button down, drag the item over to the Workplace view.
  4. Drop the item into either your workplace folder or the shared folder.

 

wpDragConcept

 

 

  1. The item will now display in the Workplace view with the same name.

 

wpDropConcept

 

 

 

 

Add Modifier Folders and Modifiers to Workplace View

 

Find Terms View

The Find Terms view provides a way to search for a particular concept.

 

ftView

 

 

NOTE:

For detailed information on how to search for terms and modifiers, please see the i2b2 Find Terms help.

 

 

Add Modifier Folder / Modifiers From Find Terms View

 

  1. In the Find Terms view, search for the item(s) you want to add.
  2. Highlight the modifier folder (modiferFolder) or modifier (modifier) by clicking on its name.
  3. While holding the left mouse button down, drag the item over to the Workplace view.
  4. Drop the item into either your workplace folder or the shared folder.

 

wpDragModifier

 

 

  1. The item will now display in the Workplace view with the same name.

 

wpDropModifier

 

 

 

Navigate Terms View

The Navigate Terms view contains a hierarchical display of all the concepts and modifiers that can be used to search the database.

 

ntView

 

 

NOTE:

How the items are grouped and displayed is dependent on how the database is setup.

 

 

Add Modifier Folder / Modifier From Navigate Terms View

 

  1. In the Navigate Terms view, expand the folder(s) that contains the modifiers or grouping of modifiers you want to add.
  2. Highlight the modifier folder (modifierFolder) or modifier (modifier) by clicking on its name.
  3. While holding the left mouse button down, drag the item over to the Workplace view.
  4. Drop the item into either your workplace folder or the shared folder.

 

wpDragModifer

 

 

  1. The item will now display in the Workplace view with the same name.

 

wpDropModifier

 

 

 

Add Previous Query, Patient Set and Encounter Set to Workplace View

 

Previous Query View

The Previous Query view displays the queries that were run by the user. Each previous query contains a set of results; within these results are the result options that were selected when the query was originally run. The result options include Patient set, Encounter set, Number of patients as well as various other patient breakdowns

 

pqView

 

 

Add Previous Query From Previous Query View

 

  1. Highlight the previous query (prevQuery) by clicking on the name of the query.
  2. While holding the left mouse button down, drag the item to the Workplace view.
  3. Drop the previous query into either your workplace folder or the shared folder.

 

dragPqToWp

 

 

  1. The previous query will now appear in the workplace with the same name.

 

dropPqInWp

 

 

Add Patient Set From Previous Query View

 

  1. Click on the plus sign (plusSign) next to the name of the previous query that contains the patient set.
  2. Click on the plus sign (plusSign) next to the results folder.
  3. Highlight the Patient set (ptSet) by clicking on its name.
  4. While holding the left mouse button down, drag the Patient Set to the Workplace view.
  5. Drop the patient set into either your workplace folder or the shared folder.

 

dragPtSetToWp

 

 

  1. The patient set will now appear in the workplace.

 

dropPtSetInWp

 

 

 

Add Encounter Set From Previous Query View

 

  1. Click on the plus sign (plusSign) next to the name of the previous query that contains the encounter set.
  2. Click on the plus sign (plusSign) next to the results folder.
  3. Highlight the Encounter set (ptSet) by clicking on its name.
  4. While holding the left mouse button down, drag the Encounter Set to the Workplace view.
  5. Drop the encounter set into either your workplace folder or the shared folder.

 

dragEncSetToWp

 

 

  1. The encounter set will now appear in the workplace.

 

dropEncSetInWp

 

 

 

Navigation

Expand / Collapse a Folder

Users can expand or collapse a folder by clicking on the plus sign (plusSign) or negative sign (minusSign) next to the folder icon.

 

Expand (Open) a Folder

  1. Click on the plus sign (plusSign) next to the folder in the Workplace view.
  2. The folder will open and all the items in the folder will display.

 

 

Collapse (Close) a Folder

  1. Click on the negative sign (minusSign) next to the folder in the Workplace view.
  2. The folder will close and all the items in the folder will display.

Rename a Folder

Users can easily rename an existing folder.

    1. Using the right mouse button, click on the folder you want to rename.
    2. A pop-up menu will open.

 

wpMenuFolder

 

 

    1. Select Rename from the list.

 

wpFolderRenameSelect

 

 

    1. A new window will open.

 

wpFolderRenameWindow

 

 

    1. In the text box change the current name to the new name.
    2. Click on the OK button.
    3. The folder will appear in the Workplace view with the new name.

 

wpFolderRenamed

 

 

Annotate a Folder

Users can change the default annotation for any of their folders in the Workplace view.

 

NOTE:

The annotation is what is displayed in the tool tip.

 

 

    1. Using the right mouse button, click on the folder you want to annotate.
    2. A pop-up menu will open.

 

wpMenuFolder

 

 

    1. Select Annotate from the list.

 

wpAnnotateSelect

 

 

    1. A new window will open.

 

wpFolderAnnotateWindow

 

 

  1. In the text box enter the text you want to appear when the tooltip is displayed.
  2. Click on the OK button.
  3. Using the mouse, hover over the folder you just annotated.
  4. The text you entered will display as a tool tip.

 

 

Delete a Folder

Users can remove a folder from the Workplace view.

 

WARNING:

All items in the folder will be deleted when the folder is removed. It is recommended that you move those items you want to keep to another folder.

 

 

    1. Using the right mouse button, click on the folder you want to delete.
    2. A pop-up menu will open.

 

wpMenuFolder

 

 

    1. Select Delete from the list.

 

wpFolderDeleteSelect

 

 

    1. A message box will open.

 

wpFolderDeleteWarning

 

 

  1. Click on the OK button.
  2. The folder and all of its contents will no longer appear in the Workplace view.

 

 

Rename Items

Users can easily rename an item in the Workplace view.

    1. Using the right mouse button, click on the item you want to rename.
    2. A pop-up menu will open.

 

wpMenuItem

 

 

    1. Select Rename from the list.

 

wpItemRenameSelect

 

 

    1. A new window will open.

 

wpItemRenameWindow

 

 

  1. In the text box change the current name to the new name.
  2. Click on the OK button.
  3. The item will appear in the Workplace view with the new name.

 

Annotate Items

Users can change the default annotation for any of the items in their Workplace folder.

 

NOTE:

The annotation is what is displayed in the tool tip.

 

 

    1. Using the right mouse button, click on the item you want to annotate.
    2. A pop-up menu will open.

 

wpMenuItem

 

 

    1. Select Annotate from the list.

 

wpItemAnnotateSelect

 

 

    1. A new window will open.

 

wpItemAnnotateWindow

 

 

  1. In the text box enter the text you want to appear when the tooltip is displayed.
  2. Click on the OK button.
  3. Using the mouse, hover over the item you just annotated.
  4. The text you entered will display as a tool tip.

 

 

Delete Items

Users can remove items from the Workplace view.

 

    1. Using the right mouse button, click on the item you want to delete.
    2. A pop-up menu will open.

 

wpMenuItem

 

 

    1. Select Delete from the list.

 

wpItemDeleteSelect

 

 

    1. A message box will open.

 

wpItemDeleteMsg

 

 

  1. Click on the OK button.
  2. The item will no longer appear in the Workplace view.


 

 

Using Items in Workplace View

This section describes how to use items in the Workplace view.

 

Items Draggable from Workplace

Items can be dragged and dropped (copied) from the Workplace view to other views in the i2b2 Web client.

 

    1. Ontology Folder

An ontology folder (folder) and all its concepts (children) can be added to other views by dragging the folder name from Workplace to one of the following views.

 

      • Query Tool view; drop in the panel.

 

NOTE:

User folders can not be dragged from the Workplace view.

 

 

    1. Modifier Folder

A modifier folder (modifierFolder) and all its modifiers (children) can be added to other views by dragging the modifier folder name from Workplace to one of the following views.

 

      • Query Tool view; drop in the panel.

 

 

    1. Concept

A concept (leaf) can be added to other views by dragging the name of the concept from Workplace to one of the following views.

 

      • Query Tool view; drop in the panel.

 

 

    1. Modifier

A modifier (modifier) can be added to other views by dragging the name of the modifier from Workplace to one of the following views.

 

      • Query Tool view; drop in the panel.

 

 

    1. Previous Query

A previous query (prevQuery) can be added to other views by dragging the previous query name from Workplace to one of the following views.

 

      • Query Tool view; drop in the panel or Query Name.

 

 

    1. Patient Set

A specific set of patients can be added to other views by dragging the Patient set (ptSet) from Workplaceto one of the following view.

 

      • Query Tool view; drop in the panel.

 

 

    1. Encounter Set

A specific set of encounters (visit list) can be added to the other views by dragging the Encounter set (ptSet) from Workplace to one of the following view.

 

    • Query Tool view; drop in the panel.

 

 

 

Using Concepts and Folders

 

A folder or individual concept can be added to the query tool view by simply dragging the item from Workplace viewand dropping it into one of the panels in the Query Tool view.

 

Add Folder to Query Tool View

 

    1. Highlight the folder (folder) by clicking on the name of the folder.
    2. While holding the left mouse button down, drag the item over to the Query Tool view.
    3. Drop the item into the panel labeled Group 1.

 

qtDragFolderMI

 

 

    1. The folder will now display in the panel for Group 1.

 

qtDropFolderMI

 

 

Add Concept to Query Tool View

 

    1. Highlight the concept (leaf) by clicking on the name of the folder.
    2. While holding the left mouse button down, drag the item over to the Query Tool view.
    3. Drop the item into the panel labeled Group 1.

 

qtDragConceptMI

 

 

    1. The concept will now display in the panel for Group 1.

 

qtDropConceptMI

 

 

 

 

Using Modifiers and Modifier Folders

A modifier folder or individual modifier can be added to the query tool view by simply dragging the item from the Workplace view and dropping it into one of the panel in the Query Tool view.

 

 

Add Modifier to Query Tool View

    1. Highlight the modifier (modifier) by clicking on the name of the modifier.
    2. While holding the left mouse button down, drag the item over to the Query Tool view.
    3. Drop the item into the panel labeled Group 1.

 

qtDragModPrincDx

 

 

    1. The name of the concept associated to the modifier plus the modifier will now display in the panel for Group 1.

 

qtDropModPrincDx

 

 

 

Using Previous Query

A previous query can be used to run a new query or as an item within a query (query-in-query). To add a previous query to the Query Tool view simply drag the query name from the Workplace view.

 

Within the Query Tool view, the previous query can be added to one of the following two locations.

 

Query Name fieldThe items and constraints from the original query will be used to create a new query. This information can be edited to make a new query or can be used as is to run the query again.
Panel (Group)Used within a new query (query-in-query). The information associated with the previous query can not be edited. Add additional search criteria (items) to be used in the new query.

 

 

NOTE:

The process of adding a previous query to the Query Tool view is the same for both standard i2b2 queries (prevQuery)and temporal queries ().

 

 

 

Add Previous Query to Query Name (New Query)

 

    1. Highlight the previous query (prevQuery / ) by clicking on the name of the query.
    2. While holding the left mouse button down, drag the item to the Query Tool view.
    3. Drop the item into the Query Name field.

 

dragPq

 

 

    1. The item(s) associated with the previous query will display in the appropriate group(s), the name of the query will appear at Query Name, and any constraints that were defined when the original query was run will now default with the new query.

 

dropPq

 

 

NOTE:

When you run the query it will receive a new name. This is to distinguish the first previous query from the second.

 

 


 

Add Previous Query to Query Name (Query-in-Query)

 

    1. Highlight the previous query (prevQuery / ) by clicking on the name of the query.
    2. While holding the left mouse button down, drag the item to the Query Tool view.
    3. Drop the item into the panel labeled Group 1.

 

qtDragPqIschemicHrtPanel

 

 

    1. The previous query will now display in the panel for Group 1.

 

qtDropPqIschemicHrtPanel

 

 

 

Using Patient Set

A Patient set can be used as an item within a query. To add a patient set to the Query Tool view simply drag the name of the patient set from the Workplace view.

 

 

Add Patient Set From Workplace View

    1. In the Workplace view, expand the folder(s) that contains the list of patients you want to add.
    2. Highlight the Patient set (ptSet) by clicking on its name.
    3. While holding the left mouse button down, drag the item over to the Query Tool view
    4. Drop the item into the panel labeled Group 1.

 

qtDragPtSet

 

 

    1. The item will now display in the panel for Group 1.

 

qtDropPtSet

 

 

Using Encounter Set

An Encounter set can be used as an item within a query. To add an encounter set to the Query Tool view simply drag the name of the encounter set from the Workplace view.

 

 

Add Encounter Set From Workplace View

    1. In the Workplace view, expand the folder(s) that contains the list of patients you want to add.
    2. Highlight the Encounter set (ptSet) by clicking on its name.
    3. While holding the left mouse button down, drag the item over to the Query Tool view
    4. Drop the item into the panel labeled Group 1.

 

qtDragEncSet

 

 

    1. The item will now display in the panel for Group 1.

 

qtDropEncSet


7.1 Workplace Operations

     a. Open/Close Folders

     b. Drop in items

         (Queries, Patients, Patient Sets, Terms)

     c. Renaming items

7.1. Personal Folder

7.2 SHARED Folder

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