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Guidelines for concept management

  • Use one central OpenMRS server for "golden" metadata (concepts, etc)
  • When possible, use the CIEL dictionary for new concepts instead of recreating a new one.
  • Use the Maternal Concept Lab (MCL) for viewing the CIEL, PIH, AMPATH dictionaries.  
  • Use Metadata sharing (MDS) for getting existing concepts.  
    • Use MCL to generate an export package with concepts for import into your local "golden" server  OR
    • Use the CIEL dropbox to get the latest mysqldump of the CIEL concept* tables.  Install this on a local OpenMRS server along with the MDS module.  Export packages from this server for your local "golden" server.
  • Create a concept source for this server (ie.  Rwanda, PIH) where the concept_ids will be used for mappings (ie.  PIH: 12)
  • Add unique mappings terms for use with forms and reports (ie. "PIH: 12", "PIH: Anemia", "CIEL:123456", "Rwanda: 388").  The names must be unique.
  • These mappings should have a concept reference map type of "SAME-AS"
  • Each concepts on a Metadata Server should have one or 2 maps (ie.  "RWANDA: 12" and/or "RWANDA: Anemia")
  • Add terminology mappings where useful (ie. SNOMED, ICD10, RxNORM, ICPC2, LOINC). These are helpful for standardizing diagnoses, procedures, and billing.  These are already populated in CIEL and PIH.
  • Locale - Concepts should be in appropriate language:  English, French, Spanish, Haitian Kreyol, Kinyarwanda, etc.
  • Validate the following with the validation module:
    • concepts
    • concept names
    • concept description
  • Confirm that all user fields in concept* tables have existing users.  A variety of fields (creator, voided_by, changed_by, and retired_by) are on the concept* tables and correspond to the user_id in the users table.  If concept* tables have been directly updated via mysql (mysqldump and source), then users might not exist for concept* tables.
  • Cleanup and possibly delete unused concepts
  • Delete or retire duplicate concepts.  If a concept is retired, it can still be used in the system for past or future obs; however, it will not appear by default in concept dictionary searches or htmlform dropdowns.  Retiring a concept doesn't cause any problems.  Deleting a concept when it's used is a problem.  If a form uses the concept, it will break the form.  If an obs used the concept, that will also produce an error.
  • Check for appropriate classes and datatypes 
    • diagnosis, symptom, finding, program, workflow, state or misc should have a datatype of N/A
    • LabSet, MedSet, and ConvSet should have set members
    • questions should not have a datatype of N/A

Guidelines for htmlforms

  • Maintain the latest forms on the metadata server
  • Use mds to create htmlform packages which include all the concepts, program, drugs, locations, etc.
  • Forms and reports should use mappings to a concept dictionary (ie. CIEL or Rwanda) and not uuids or concept_ids
  • <htmlform>
                    <!-- Hemoglobin 3ccc7158-26fe-102b-80cb-0017a47871b2 21 -->
            <at:var at:name="HEMOGLOBIN" />=RWANDA:21
       <p>Hb: <obs conceptId="$<at:var at:name="HEMOGLOBIN" />" /></p>

    Add concept mappings within macro in the htmlform


  • Groovy module - Can be used with sync or non-sync environments to make changes to the OpenMRS database. The groovy modules allows for groovy scripts to be saved and managed within OpenMRS.
  • Metadata Sharing (mds) - Used to copy all metadata (concept and forms) between systems. Works well with sync and helps to propagate changes to all servers.
  • Validation module - Checks the concept dictionary for duplicate concept names, concept descriptions with null descriptions, Locations, etc.
  • Github repo for MySQL and groovy scripts  
    • Concept cleanup
    • Check for duplicate mappings (when a reference term from PIH, CIEL, or Rwanda should not be on multiple concepts)
    • Deleting concept terms, maps, sources (ie. local, AMPATH, etc)
    • Adding new concept terms, maps, source (ie. Rwanda)
    • Renaming a concept source (ie. MVP/CIEL)

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