Beruflich Dokumente
Kultur Dokumente
Tu t o r ia l
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Part 1 - The Basics
Important Terms
Links in Kolibri main structure. Objects are created but if they are not linked somehow to
each other the data gathered for them is meaningless
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Kolibri what is that?
Use your Username and Password to log in. If you have not received them yet, please get in
touch with your Supervisor and he / she will help you out further.
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Kolibri what is new?
1. Task are assigned through the Workflow (WF).
!!! In case you open an assignment and cannot deal with it at the moment, once you close the assignment
window (not the main window where all tasks are listed, but the one that you have just opened for the
specific KOL) DO NOT FORGET to click stop processing and then disallocate this procedure is ONLY
when you have opened an assignment but for some reason cannot deal with it at the moment.
If you have any further questions, please let your supervisor know.
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Which properties belong to Base Data Profiling?
Title
Last Name
First Name
Profession
Specialty
Medical Background
Sex
Year of Birth
CV Web Source
Comment
Profiling Researcher
Last profiled on
Primary Affiliation
Link to Project
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What you need to search for
Profession
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Specialty (when you have chosen one of the following professions: Physician, Healthcare
Professional, Researcher)
Medical Background (when you have chosen one of the following professions: Civil Servant,
Healthcare Official, Industry Official, Journalist, Patient Official, Payor Official)
Sex
Career Status
CV
Please pay attention to the fact that we are interested in Medical Affiliations and not in private
contact details
Association should be linked to the KOL (from you) only if it is his PA. In all other cases, you
might see that the KOL is a member in different associations, but linking to them is a job for
the Full Profiling and you are in the Base Data Team
Other current Hospital and University positions (NON PA ones), Events and Publication are also
NOT part of the tasks of the Base Data Team
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Hotkeys
Ctrl+# Fill the Text Field with #NA Text field in Object Window
* The duplicate check does not always work as needed. So please do not rely on it. Instead, always
make sure to check by searching and try to avoid creating duplicates.
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Part 2 - Properties (Fields) in Kolibri in details
Title
#NA in case that the KOL has no medical title /does not have medical education resulting in
Doctor or Professor Title/
Dr. Medical Doctor. In the different countries there are different abbreviations for Dr. but
in Kolibri they all should be classified as Dr. - MD, Dr., MUDr., DDr., Dr. rer. nat. (= PhD),
Dott., Dra., PharmD, Dres, etc.
Prof. Dr. People that appear in the sources as Prof. Dr. XY. Please make sure that you
distinguish between Professor as title and Professor meaning in English a tutor at
University. It could be the case that the KOL gives lectures but has a title only Dr. and this
title should be filled in in Kolibri.
Name
Please pay attention to the way the names are written and make sure you fill them in
correctly
When more than one first name exists (Viktor Claus) please fill in the first name and the
second one abbreviated: Viktor C.
Exceptions:
for spanish/portuguese names, please fill in all the names without abbreviations
(Jose Maria)
Russian names translate and fill in the first name with Fathers name, e.g Viktor
Ivanov (first name) Atanasov(last name)
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Profession
Physicians work at a Hospital or in a Private Practice, they have direct access to patient and
their job is to treat these patients. Please pay attention to the fact that under Private
Practice you can find also Group Practice or Medical Center where a couple of physicians
offer their services. In all cases, though, when we talk about Private Practice we have in mind
that the care offered there is outpatient care.
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Healthcare Professionals here are classified all other medical Professions: Nurses, Dentists,
Psychologists, Psychotherapists, Wound care specialists, Nutritionists, etc.
Lawyer: A person whose profession is to represent clients in a court of law or to advice or act
for clients in other legal matters.
Other is a category for professions that do not find an appropriate place among the
professions so far. Such examples are the politicians. This profession is really rarely used in
Kolibri.
For KOL that has retired, you should choose the Profession that he/she practiced before
retiring.
Specialty
Please choose the right specialty (for Physicians, Researchers, Healthcare Professional)
You can press the first letter in order to go quicker to the needed specialty (e.g. C for
Cardiology)
Special Case:
o a KOL has more than one specialty, please choose the most relevant for the Project.
(e.g. if the project is with main focus on cardiology, then choose cardiology over the
other qualifications of the KOL)
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Medical Background
Civil Servant
Healthcare Official
Industry Official
Journalist
Patient Official
Payor Official
Please always be aware of the time you spent on research. 15 minutes for easy KOLs, and up to 30
minutes for hard ones, are usually enough to find what you need.
Sex
If you have any doubts due to unfamiliarity with the first names in some languages, try researching for
it and you will get the idea if the name refers to female or male.
Career Status
Emerging
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Peak
Retired
o Expert is retired
o commonly older than 65 years
o Position: no current primary affiliation. Nevertheless, primary affiliations that are up to four
years past are attached/linked to the KOL and the last one is stated as PA. The career status is
set on retired.
Deceased
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CV Web Source
Check for web sources that give some background information for the KOL. The CV does not need to
be in PDF or any specific format; neither needs to be completely full in order to be classified as such
for Kolibri. Some elements could help you as a hint to differentiate between CV links and such that
just name and some contact details are stated. For example, some of the most common fields are:
o Identifying Information
o Educational Background
o Professional experience
Use the name of the KOL plus some of the key words
o CV / Curriculum Vitae / Resume
o Biography / Bio sketch
o Filetype pdf
o CV in other languages depending on the origin of the KOL (e.g. Lebenslauf for
German, Austrian and Swiss KOLs)
o Year of birth if you know it or born in (in the KOL origin language)
Please make sure you check for CV Web source, but at the same time make sure that you do
not lose too much time on it.
If no CV Web Source found, please indicate #NA in Kolibri (in Property/Field #CV Web
Source#.
Simply use the Short Key Combination Ctrl + N and Kolibri will automatically fill
in your name and the date. If there was a name already, it will be deleted once
you enter your name. This should not bother you.
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Do you still have questions? Is there still anything unclear?
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Part 3 - Institutions
Private Practice
What is common between all of them and what is essential for classifying them as PP in Kolibri:
Outpatient Care - is any health care service provided to a patient who is not admitted
to a facility. Outpatient care may be provided in a doctor's office or peoples homes.
NO INPATIENT CARE only hospitals offer inpatient care which means that they can
offer hospitals beds and stationary patient care.
However, if you find a Hospital Department that is purely outpatient (e.g. policlinic) please
create it in Kolibri as regular Hospital Department and not as Private Practice.
This is an issue that is not really set yet. Please read the following, but always follow the reality
and then our consistency requirements for Private Practice names. Ask the Supervisor if
you have problems with this section.
1. The Practice has own name which is stated on its webpage or contact details. In this
case, please create it as it is given (just the name, no company endings like GmbH, Ltd.,
etc.)
This is the case mostly for Policlinics and Group Practices
Example: Ambulatorium und Praxiszentrum Augarten
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2. The Private Practice does not have an official name. Like in the following example:
Festnetztelefon: 08733/9220-0
Fax: 08733/9220-20
In such cases, please create the name following the example: Name of the
Physician/Physicians Medical Area of Expertise. Do not forget that for languages
based on Latin alphabet, the names should be created in the origin language.
Example: Dr. med. Werner Bauer Allgemeinmedizin
The Heads of Clinics and bigger Departments in German and Austrian hospitals often work
for just 2-3 hours in a Private Practice (Privatsprechstunde in ihrer Privatordination ).
Usually they spend there just a few hours per week and the arranged appointments are
for private patients. In such cases you need to pay attention to the following:
The Private Practice should not be taken as PA
The Hospital Affiliation in such cases is taken as PA due to the fact that the KOL spends most
of the time there, treats a lot more patients during the week and has relation to the medical
staff there.
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Hospital
An institution that
provides medical,
surgical, or psychiatric
care and treatment for
the sick or the injured
Hospital in Kolibri?
provides medical, surgical, or psychiatric care and treatment for the sick or the injured
AND
provides inpatient care
The Hospital is treated in Kolibri as a Parent and all the department and divisions as
Department. In other words, we create a Parent link it to the Department and link the KOL to
this Department.
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How do I create a hospital correctly?
Please make sure that you always check before creating. It is highly possible that somebody else has
already created the Parent Hospitals and some of the Departments. Make sure that you follow the
logic in naming of already created departments once you decide to create a new one.
It will be useful to check for just part of the name. For example, if you need to find
Universittsklinikum Heidelberg it would be a good idea to search for Heidelberg and check from the
list if the one you need is there. This trick helps you in case that the entry is already in Kolibri but the
Search does not find it (e.g. it the name is not perfectly the same due to typing error)
If you find the parent but the department you are looking for is not there, please choose Hospital
from the menu Create New Object.
The logic of creating Parent Hospitals and Hospital Departments is pretty similar. Nevertheless, there
are a couple of differences you need to pay attention to:
Property Institution Subtype should be left empty for the Parent Hospital
Property Institution Subtype choose Department for Hospital Departments
Department should be linked to the Parent Hospital
Phone Number:
For Parent Telephone number of the hospital. Check the main site, if none there,
short research in google with keywords like tel. And just then #NA in case no
telephone number found/exists.
For Department please check if there are contact details of the Department and fill
them in Kolibri. If not, please check and copy from the Parent. In case none exists in
parent or is to be found for the department please fill in #NA
Please be aware of the correct format:
o +Country code + City Code + The rest: E.g. +49 55 12356, +43 1 1998866, etc.
o For Italy, please make sure you leave the 0 in front of the city code: +39 06
23224456
o For all other countries remove the 0 from the city code
If you are not really sure for the country and city code, please google it or check this
http://en.wikipedia.org/wiki/List_of_country_calling_codes
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Email:
Some emails are not appropriate for Kolibri. Please DO NOT fill in
any of the following:
Webmaster@...
Personal emails (e.g. john.smith@...)
accommodation@uni...
Etc.
If not sure, please ask your supervisor
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Department name
"[Hospitalname], [Departmentname]"
! Please try to keep consistency in the names of the Departments in one Hospital
Example:
Please have in mind that Department has priority over Division when talking about PA. Exception is made when the
department is too broad (for example University Clinic for Internal Medicine)
Example:
Example UK:
Example FRA:
Example GER:
Exception:
Paris, Marseille
o In these cities there are CHUs, but they are organized in AP-HP [1] and AP-
HM [2]. The hospitals should be created similarly to the previous examples, e.g.
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AP-HP - Hpital Necker - Enfants Malades
Charit!
o Charit - Universittsmedizin Berlin, Campus Virchow-Klinikum (CVK), Klinik fr
Allgemeine Pdiatrie: You need to pay attention to the different
addresses/campuses since the clinics belong to different campuses.
Trusts are usually created just for UK, Germany, Italy (A.O.) and France (CHU (Charit or university
hospitals) with more than one location). Hospital chains in Germany generally appear like the
following: "HELIOS Klinikum Erfurt"
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University names are usually not part of the
names of the hospitals.
Example:
The Research Group or the Laboratory has to be created similarly to a hospital division, but not as a
hospital, but as an Association with subtype Research Group or Laboratory. Afterwards the new entry
has to be linked directly to the parent hospital (and not to the department to which the division
belongs).
Example:
Klinikum der Universitt Mnchen Campus Innenstadt, Institut und Poliklinik fr Arbeits-,
Sozial- und Umweltmedizin Arbeitsgruppe "Experimentelle Umweltmedizin
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o The Research Group (Arbeitsgruppe "Experimentelle Umweltmedizin) should be
created as Association with subtype Research Group
o Please link the created Association to the Hospital Klinikum der Universitt
Mnchen (Parent = Hospital)
o Name of the Laboratory in Kolibri the name should follows the format of the
example above
o Create the Laboratory in Kolibri as Association, subtype Laboratory
o Link the created Laboratory to the Parent Hospital in the example above this would
be Universittsklinikum Bonn
This is the only exception to the two-tire rule (Parent - Department) and is applied only for University
Hospitals.
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KOL-related Data
Click add
Search the hospital - if not existing in Kolibri, please create it (there is a button create at
the bottom of the mask)
The hospital data need to be researched or checked for being up-to-date(if already in Kolibri)
Primary:
From Year:
To year:
Position Type:
Assistant Physician
Head of:
o Lead of a department
o Director (medical) of a hospital
Pharmacist
Senior Physician
Nurse
Senior Executive:
o Business lead of a hospital
Therapist:
o Aggregation of all therapeutic functions of a hospital (physio, psycho, nutritional
consulting, diabetes consulting et cetera)
o typically the underlying profession is 'Healthcare Professional'
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Other:
o Any other not explicit position
o Very unlikely and rare in Kolibri
Comment:
Just in case you need to clarify something concerning the affiliation with the Department or
the position
Web Source:
Always check for primary web source webpage of the institution where the name of the
KOL might be found and shows the relation between the institution and the person
If no primary link can be found, please use the second best link from publications, official
databases, official physician databases, etc.
Linking Process
University Hospital,
Department X
University University Hospital
University Hospital,
Department X -
Division Y
Universittsklinikum
Schleswig-Holstein - Standort
Kiel, Abteilung fr Kardiologie
Universittsklinikum
Christian-Albrechts-
Schleswig-Holstein - Standort
Universitt zu Kiel
Kiel
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The linking is NOT supposed to happen as shown here:
University Hospital,
University Hospital, Department X -
University
Department X Division Y
Some hospitals develop a structure of departments and divisions whereas not all of them offer
patient care. It might be the case that you find a KOL working in a pure Research Department that
belongs administratively to a pure Hospital.
In such cases, please create the research department as if it was a Research Group in a Hospital. Use
the example for Research Group that we discussed in Special case: Research Group and Laboratory at
hospitals.
What if?
If the KOL works in more than one Division in one Department and is also listed as a member of this
Department:
Create the Department and link it to the KOL. Choose YES in case this is his PA.
In order to check where the KOL works in the hospital, better use the google advanced search instead
of clicking around the divisions to see if you will find the KOL.
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University
Parent, Departments and Divisions
The logic of creating University and its Departments and Divisions is the same as creating Hospitals.
Research Groups are created as University departments. If you go back to Hospitals, you will
see that there, the Research Groups are treated as Associations.
When the PA is in University then you can link to division as PA and not to follow the hospital rule
that Department has priority over Division
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Association
All Institutions that do not fall in the categories Hospital, University and Private Practice are
categorized as Associations in Kolibri.
Creating and linking the Associations to a KOL are part of your job ONLY THEN WHEN:
The association is PA of the KOL this practically means that you have not found the KOL in
any Hospital, University or Private Practice but only in a certain association.
Nevertheless, I would advise you to read carefully the instructions for the Associations in Kolibri. This
would be of a great help for you in order to classify easier and quicker the institutions in Kolibri.
Basic Data
Name
Name of the association in local language (abbreviations should be placed at the end in brackets, but
make sure that there is not already other Association with the same abbreviation). Legal forms (e.V.,
GmbH, Ltd., etc.) should not be used in the name of the associations. An exception of this rule is
made for companies.
Street
Street name and house number names in origin language when the language is based on Latin
alphabet.
City
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For languages that do not use latin alphabet, please use the English translation. (like we discussed
already, this refers to all name, address, etc. fields):
Sofia instead of
Tokyo instead of
Athens instead of
Abu Dhabi instead of
Postal Code
see Geocodes
For countries using languages in non-latin alphabet, please fill in first the address as it is in
the original language, then press CTRL G in order to fill in the Geocodes and just then fill in
the address fields with the English translations.
Primary Country
Country where the asociation has its head office/where the association is based (it should
correspond to the address given in the address fields)
Institution Subtype
Advisory Board
Company
Editorial Board
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Guideline Committee: Group that creates guidelines (treatment instructions)
Healthcare Network
HTA Agency: "Health Technology Assessment": control center for medical technology or
process
Industry Association
Ministry
Other: If you cannot categorize it in the other categories (when you have doubts please your
Supervisor or Senior Researcher
Parliament
Payor
Research Group: Research group, often across institutional and national boundaries, often
belonging to scientific associations.
Note
Advisory Board, Editorial Board, Internet Portal don't need full addresses, only the "Primary
Country", in all other cases the address details should be fully filled in.
Web
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KOL-related Data
http://www.mederi.net/researchwiki/index.php?title=Association
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Part 4 - Kolibri Links
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Part 5 - Common Errors
Critical Errors
Double linking
Choose EITHER
OR
Once you link one direction, please do not link the other one. In other words, if you have linked the
KOL to the Department, you should not get into the Department and link the KOL there.
Wrong number of PA
None
More than 1
If the PA of the KOL is Hospital Department, then his Profession cannot be Researcher
Other Errors
! Please make sure that you read the section Common mistakes at Wiki:
http://www.mederi.net/researchwiki/index.php?title=Common_mistakes
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Part 6 - Useful Search Databases
Belgium
Hospitals
http://www.hospitals.be
Finland
Hospitals
http://www.zzz.sk/?
France
Institutions and Physicians
http://www.le-guide-sante.org/Annuaire/Hopitaux-Cliniques-Maisons-de-retraite.html
Hospitals
http://www.hopital.fr/
Physicians
http://www.doctoralia.fr/
http://etablissements.fhf.fr/annuaire/recherche-hopital.php
Germany
Physicians
http://www.sanego.de/
http://www.jameda.de/
Hospitals
http://www.kliniken.de/kliniksuche/kliniken.jsp
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Greece
Institutions and Physicians
http://www.xo.gr/search/?what=424%20%CE%93%CE%A3%CE%9D%CE%95&lang=en&locId=
B3
Italy
Institutions (hospitals, universities, associations, etc.)
http://www.paginegialle.it/index_ted.html
http://www.salute.gov.it/servizioSanitarioNazionale/menuServizioSanitarioNazionale.jsp?me
nu=indirizzi
Universities
http://www.cestor.it/atenei/indice.htm
Portugal
Hospitals
http://www.portaldasaude.pt/
Slovak Republic
Hospitals and Physicians
http://www.zzz.sk/?
Spain
Hospitals
http://www.hospitalespana.com/
http://www.spainexchange.com/study_spain/universities_in_spain.php
Universities
http://universidades.consumer.es/universidades/
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Sweden
Physicians
http://www.doktorsguiden.se/
Switzerland
Physicians
http://www.doktor.ch
UK
Physicians
http://www.drfosterhealth.co.uk
http://www.doctoralia.co.uk
Hospitals
http://en.wikipedia.org/wiki/List_of_hospitals_in_England
http://www.monitor-nhsft.gov.uk/home/about-nhs-foundation-trusts/nhs-foundation-trust-
directory
USA
Hospitals
http://www.altiusdirectory.com/Health/us-hospitals-list.html
http://www.hospital-data.com/
Physicians
http://www.healthgrades.com/
http://www.vitals.com/
Pharmacy Schools/Universities
http://www.pharmacyschools.com/
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Other useful links
http://www.deutschland-adressen.de/
http://www.geonames.org/
http://www.metiers.be/FrmFederations.htm
http://www.orpha.net/
http://www.university-directory.eu/
http://www.4icu.org/Europe/
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