WHONET-Baclink

BacLink Tutorial – Getting started


This tutorial covers the following areas:

  • Part 1. What is BacLink?
  • Part 2. What systems are compatible with BacLink?
  • Part 3. How does BacLink work?
  • Part 4. What’s the next step?

Many laboratories around the world already have well-established computer databases that meet the day-to-day needs of clinical reporting, specimen processing, and long-term data storage. Unfortunately most of these systems have limited capacity for sophisticated data analysis. It is in these areas that WHONET is a valuable supplement to existing systems.

This purpose of the BacLink software is the conversion and standardization of microbiology data from existing systems into WHONET. You can convert data on a weekly, monthly, or ad hoc basis, or in a number of institutions, it has also been possible to automate and schedule the entire process. Both WHONET and BacLink are available free-of-charge from the World Health Organization website: www.who.int/drugresistance/whonetsoftware.

By converting data to WHONET, laboratories have the benefits of: 1. flexible data analysis capabilities; and 2. the ability to share data with other laboratories, for example in a national surveillance network.

BacLink is compatible both with “User-defined” data formats as well as “Proprietary” or “Fixed” data formats. More specifically, BacLink can convert data from the following systems:

Standard desktop softwares and text files: BacLink can directly import data files with the following formats: Microsoft Access, dBASE, and EpiInfo. In addition, BacLink has a flexible, configurable interface for the import of simple text files. So most systems capable of creating text files (such as Excel and most laboratory information systems) should be able to create files that can be converted with BacLink.

Laboratory organism identification and susceptibility test instruments: BacLink is compatible with the following commercial systems.
– MIC systems: ATB, MiniAPI, Microscan, Pasco, Sceptor, Sensititre, Vitek, Wider
– Disk diffusion readers: Aura, Biomic, Osiris, SirScan, Videobac, Wider

In most cases, BacLink cannot access data from the internal, proprietary databases of these instruments since these are protected by the vendor. Fortunately, most systems have an “export”, “report”, or “interface” capability which can be used for the transfer of data to text files which BacLink can use to create WHONET files.

Laboratory information systems: We have developed specific guidelines for the export and conversion of data from the following commercial information systems.
– Meditech Magic
– Cerner Classic

It is also possible to convert data from the following systems, but we have not developed formal documentation describing the process. For further details, please contact us directly.
– ADBakt (Sweden, Denmark)
– MADS (Denmark)
– Oman Health Information System (Oman)
– WinPath (Malaysia)

Other standard formats: BacLink can understand the following standard data formats.
– EARSS (European Antimicrobial Resistance Surveillance System)
– JIAQA (Japan-International Association for Quality Assurance)
– NORM (Norwegian Resistance Monitoring)

If your system does not appear on these lists, you can still use BacLink if your system can create simple text files. Guidance on how to do this is provided in the document “BacLink and Laboratory information systems”

BacLink allows you to take data from a number of different sources and create new data files with the standard WHONET file structure. Detailed instructions for specific systems are provided in other tutorials or in the BacLink manual, but for each the overall process is the same:

Step 1. Create a file compatible with BacLink If your data file is already compatible with BacLink, for example with simple text files, Access, and a few other formats, there is nothing that you need to do in this step – the data file that you have is already compatible with BacLink.

For most laboratory instruments and information systems, you will first need to export data from your system into a format compatible with BacLink, most frequently a delimited text file. The accompany tutorials and BacLink manual provide instructions on how you can accomplish this.

Step 2. Configure the conversion You will need to tell BacLink what kind of file you want to import and details about the file: what is the file format (text, Access, Vitek, Cerner, etc.), what susceptibility test methods are included, how the data fields are organized, date formats, etc.

For propriety data structures, configuration is very easy since BacLink is already programmed with all of the necessary details about the file structure. For generic structures, there are a few additional screens where you provide details about the data file contents and organization. If you have multiple files with the same data format, configuration only needs to be done once.

Step 3. Running the conversion After configuring the conversion, you are ready to convert your files. BacLink will show you the first three isolates on the screen so that you can check the accuracy of the conversion, and BacLink will also notify you of any problems or unrecognized codes that it encounters. The file created by the BacLink conversion is a valid WHONET data file that you can subsequently analyze with WHONET.

At the present time, most laboratories run BacLink interactively, for example once a week, month or quarter. For a number of systems, it is also possible to schedule BacLink, for example to convert data automatically on a daily basis.

The next steps depend on the type of system that you have.

Standard desktop softwares: If you have data in Microsoft Access, Excel, EpiInfo or dBASE, or other system that can create simple text files, proceed with the tutorial “BacLink and Excel, text files, and other desktop applications”.

Laboratory instruments: If you want to transfer data from your laboratory instrument, consult the instructions provided in the main BacLink manual or specific guideline developed for that instrument.

Laboratory information systems: If you have a Meditech Magic or Cerner Classic system, continue with the detailed instructions provided with the accompanying documentation. For ADBakt, MADS, the Oman Hospital Information System, and WinPath, contact us for further details. For any other system, then you should proceed with the tutorial “BacLink and Laboratory information systems”.

Our group is currently working on the development of interface options for Meditech Client/Server, Cerner Millenium, and Mysis. If you would like to assist in the development or testing of interfaces for these systems or any other system, please contact John Stelling at jstelling@rics.bwh.harvard.edu.

BacLink Tutorial: Excel, text files, and other desktop applications


This tutorial will cover the step-by-step conversion of a Microsoft Excel data file to WHONET using BacLink. Because the steps are nearly identical, this tutorial will also be relevant if you have: 1. data saved in Microsoft Access, dBASE, EpiInfo, or simple text files; or 2. data exported from a laboratory information system into a text file.

The tutorial covers the following areas:

  • Part 1. Inspecting your data file
  • Part 2. Preparing your file for BacLink
  • Part 3. Starting BacLink
  • Part 4. Configuring a new file format
  • Part 5. Running the conversion
  • Part 6. Getting started with WHONET

The tutorial assumes that you have already instead WHONET and BacLink on your computer. If you have not, refer to the WHONET Tutorial: Getting Started.

In this tutorial, you will be working with the file “ExcelDemo.xls” in the folder c:\whonet5\data. Use “My Computer” or “Excel” to open this file.

Figure 1.  Inspecting your data file

When you open this file, you will see the following data.

Figure 2.  Inspecting your data file

Before you begin converting your data, you should familiarize yourself with the organization of the information in the file. The type of data presented here is fairly typical of files created by manual data entry into Excel.

There are a few useful observations from this file that we will come back to later:

  1. Each row of this file corresponds to the results of one isolate.
  2. The file has results from three antibiotics: ampicillin, ciprofloxacin, and trimethoprim/sulfamethoxazole. The measurements (6, 8, 12, 24, 30, 32, etc.) suggest that all results were obtained by the disk diffusion test. If you are uncertain what method was used, ask one of the laboratory staff responsible for doing the tests.
  3. Each column is appropriately labeled with a column “header” indicating the meaning of each field.

Unfortunately, BacLink does not have a direct import option for Excel files, so we need to make some modifications to create a file that can be converted with BacLink.

First of all, you should delete any extraneous information in the Excel file which is not part of the data to be converted – for example graphs or unneeded descriptive information. The data to be converted should begin in the cell A1, as in the example. So for the sample file used in this tutorial, no data “cleaning” is needed.

You then need to save the Excel file in a format compatible with BacLink. The most convenient format is a delimited text file format. To do this, click on “File”, “Save as”. Instead of using the default “Excel Workbook” format, click on “Save as type” and select the option “Text (Tab delimited) (*.txt)”.

Note: For a step that we will come to later, remember that Excel, by default, is using “Tab” as the field delimiter.

Figure 2.  Preparing your file for BacLink

When you select “Text (Tab delimited)” as your file format, Excel will change the name of the file from “ExcelDemo.xls” to “ExcelDemo.txt”. Now click on “Save”. When you click on “Save”, you will get two warning messages.

Figure 2.  Preparing your file for BacLink

The first message warns you that Excel cannot save all three Excel Sheets as a text file as once. Since we only want to save the active sheet, click “OK”.

Figure 2.  Preparing your file for BacLink

The second message warns you that you will lose special formatting, such as bold letters, fonts, and lines when you save an Excel file as a text file. Since we are only interested in the data, and not the Excel formatting of the data, this is not a problem. So in answer to the question “Do you want to keep the workbook in this format?”, click “Yes”.

We will now leave Excel completely. Click on “File”, “Exit”.

Excel will give you one more warning message.

Figure 2.  Preparing your file for BacLink

In this warning message, Excel asks if you want to save the changes to the data file. Since you just saved the file in the previous step, there is no need to save the file again. So click “No”.

If you look at your c:\whonet5\data folder, you will now see that there is a file called “ExcelDemo.xls” (the original file) and a file called “ExcelDemo.txt” that you just created with Excel. We will use BacLink to convert the latter file to WHONET format.

Start the BacLink program by double-clicking on the BacLink shortcut icon installed on your desktop. The main BacLink screen should appear. In the top half of this screen, you will describe the file that you want BacLink to convert, and in the lower part of the screen, you will give a name to the new WHONET file that BacLink will create.

Figure 2.  Starting BacLink

Note: BacLink is currently available in 17 languages. To change the language, click on “Select language”, and look for the desired language.

BacLink has two parts: 1. configuring a data conversion and 2. running a data conversion.

In configuration, you describe to BacLink the file structure, codes, and date formats used in your data file. This only needs to be done once. Then after configuration is complete, you can run a conversion for any file that has the same structure. For example, if you configure BacLink for importing your January data, you can then use this same configuration for data from all subsequent months which have the same data file structure.

Part 4 of this tutorial discusses the configuration of a file format. Part 5 covers the steps in running the conversion.

To convert the sample file, you need to give BacLink enough details for it to perform the conversion. To do this, click on “New Format”.

Configuration – Laboratory name

Click on the New Format button. The File Format screen opens. From the drop down box, select the Country: World Health Organization. Enter the Laboratory Name – enter the name of the laboratory. For this tutorial, enter BacLink Tutorial Hospital.
Enter up to three characters for the Laboratory Code, for example BTH. The laboratory code that you indicate will be used by BacLink and WHONET as the default file extension for your WHONET data files.

Figure 2.  Configuring a new file format

Configuration – File format
Click on the File Structure button, and the below screen will appear. Select the options indicated below.

File structure – when you saved the file in Excel, you selected the format “Text (Tab delimited)”. So in this screen, under the option for “File format”, select “Text, delimited”.

Delimiter – Select the option “Tab”.

File location – For this tutorial, the location of the file is c:\whonet5\data, so no change is required for this question. In many institutions, data files are placed in a folder on a central server, so you can use this option to indicate the default location for data files.

File name – You can either give the precise name of the data file here at this step or later, just prior to converting the data. For this tutorial, leave this response unchanged as “*.txt”.

File origin – Since Excel is a Windows program, select “Windows (ANSI)”. The difference between “DOS (ASCII)” and “Windows (ANSI)” is only important if your data file includes accents (for example é, ñ, ö, ø, etc.) or non-Latin characters (such as in Greek, Russian, Chinese, Thai, etc.). For English and data files without accents or non-Latin characters, there is no significant difference between the two.

Figure 2.  Configuring a new file format

Configution – Antibiotics

You now need to give BacLink information about the antibiotic results in your file. Click on “Antibiotics”, and give the indicated responses.

  1. Does your file include antibiotic results? Answer Yes.
  2. Guidelines: The sample data file in this tutorial represents results tested by the United States CLSI guidelines (Clinical and Laboratory Standards Institute) for performance of antimicrobial susceptibility tests. So for this question, choose CLSI. In your institution, if you do not know the answer to this question, ask your laboratory staff.
  3. Data rows. When someone makes a simple data file with antibiotic test results, there are two common variations in how the results are saved: one data row = one isolate or one data row = one antibiotic result. As you observed earlier in this tutorial, all of the results from one isolate are saved in the same data row of the Excel file. For data entered manually into Excel, this is the most common and logical way of organizing data.
    So in answer to the question: “The antibiotics of one isolate require how many rows of data?”, give the answer “One row”.
  4. Antibiotic sequence. For the sample data file in this tutorial, all of the isolates have antibiotic results saved in the sequence: “Ampicillin”, “Ciprofloxacin”, “Trimethoprim/Sulfamethoxazole”. This is an example of a “Fixed antibiotic sequence”. For data entered manually into Excel, this is the most common way of organizing data. So for this answer, select “Fixed antibiotic sequence”.
    For data exported from relational databases, laboratory information systems or laboratory instruments, a variable sequence is more common. The first isolate may have results for ampicillin, ciprofloxacin, and trimethoprim/sulfamethoxazole, but the second isolate may have different antibiotics and presented in a different sequence, one antibiotic result in each data row.
  5. Test methods. The most important routine susceptibility test methods are disk diffusion, MIC, and Etest. The data presented in this tutorial are disk diffusion results, so click on “Disk diffusion”
    If your data file includes more than one test method, then BacLink will ask you a few more questions so that it can reliably distinguish results tested by the different methods.
    If you have answered all of the questions correctly, your screen should look like the following. When finished, click “OK”.

Figure 2.  Configuring a new file format

Configuration – Data fields

You will now continue with the most important part of configuration – defining the relationship between the data fields in your file and the corresponding data field in WHONET.

You should see the question: “Does the first row of the data file include the names of the data fields?” In other words, does the file have a field “header”. When you inspected the data file earlier in Excel, you saw that indeed each column is labeled appropriately, so the answer to this question is “Yes”.

Figure 2.  Configuring a new file format

Click on “Data fields” to proceed with the configuration of the data fields. On the left side of this screen, you will see the default list of WHONET fields. If you want to add additional fields to this list or remove fields from it, click on “Modify the list of data fields”. For purposes of this tutorial, we will leave the list as it is.

Figure 2.  Configuring a new file format

You will now load your data file to the right side of the screen. Click on “Select a sample data file” and open the file “ExcelDemo.txt”. If you have followed all steps correctly up to this point, you should see the following. If you don’t, go back to the previous steps and make sure that you selected “Text, delimited” as the file format and “Tab” as the field delimiter. You should recognize that BacLink is displaying the first record of the data file on the right side of the screen. If you click “Next”, you will be able to see additional records.

Figure 2.  Configuring a new file format

You will now need to define the relationship between the WHONET fields and your data fields. To do this, click on a WHONET field on the left, and then click on the corresponding field on the right. After doing this, click the “=” sign in the middle. For example, click on “Identification number” on the left, “Medical record number” on the right, and “=”. Instead of clicking the “=” sign, you could alternatively double-click on “Medical record number” to establish the match.

Continue to do this for the following pairs:
Identification number = Medical record number
Date of birth (D/M/Y) = Date of birth
Location = Location
Specimen number = Specimen number
Specimen date = Collection date
Specimen type = Specimen
Organism = Organism

After matching the fields, your screen should look like the following. If you make a mistake, you can use the option “None of the below” to remove an incorrect match.

Figure 2.  Configuring a new file format

You will now match up the antibiotic fields. On the bottom of the left list, you will see an option for “Antibiotic result 1”. Since the sample data file has three antibiotics, click on “Add” twice. Then match up these three antibiotics with the three antibiotics on the right.

Figure 2.  Configuring a new file format

There is one final step. The antibiotics on the left are marked as “Undefined” because BacLink. To define the antibiotics, click on “Define” or double-click on the antibiotic. BacLink will show you a screen where you can define the antibiotics.

Figure 2.  Configuring a new file format

In the case of ampicillin, BacLink is suggesting a number of possible matches. Because the laboratory is using CLSI methods, the correct match for ampicillin is the first one given – “Ampicillin (CLSI, BSAC, SFM, DIN, SRGA-10ug)”. If you are doing disk diffusion testing, it is very important to choose the item with the correct disk potency. If you are only doing MIC tests and Etests, then it actually does not matter which of the “ampicillins” you choose.
After you select the correct ampicillin, click on “OK”. Proceed to define the other two antibiotics as well. When you finish, your screen should look like the below.

Figure 2.  Configuring a new file format

You have now completed all of the required configuration steps. Click on “OK” to return to the file format configuration screen, and “OK” again to return to the main configuration screen.

Configuration – Saving the configuration

You should now save all of the work you have been doing in configuration. Click on “Save”. Give a name to the new BacLink configuration, for example: bth.cfg
The filename should end in “.cfg”, but if you do not do this, there is no problem. BacLink will automatically add “.cfg” to the filename that you give.

Figure 2.  Configuring a new file format

Then click on “Exit” to leave the configuration area. The new configuration will appear on your list of BacLink file formats: “BacLink Tutorial Hospital” with a filename of bth.cfg.

Figure 2.  Configuring a new file format

In Part 4, you configured the import of the sample file. You will now see how to convert the text file to a WHONET file with this new configuration. You will also see how to check whether the configuration is working and define any of your local data codes that WHONET doesn’t recognize.

Starting the conversion

Original data file: Click on the File format for “BacLink Tutorial Hospital” that you configured in the previous step. In the upper box called “File name” click on “Browse” to select the file “ExcelDemo.txt”.

Figure 2.  Running the conversion

New data file
In the lower box, you need to indicate the name of the new WHONET file that you are about to create. For this tutorial, give the file the name: “ExcelDemo.bth”. You can give the new file any name that you like, but it will be convenient for your data file management if all of your data files end with the three-letter code that you gave to your laboratory, in this tutorial “bth”.

If you did these steps properly, your screen should look like the following.

Figure 2.  Running the conversion

Inspecting the conversion

Click on “Begin conversion”. BacLink will display for you results from the conversion of the first three isolates in the original data file. The purpose is to allow you to visually inspect the accuracy of the conversion. On the below screen, you see results from the first isolate. First focus on the middle column to see whether BacLink is reading the data values correctly, and check the final column to see whether BacLink is converting the data values correctly.

Figure 2.  Running the conversion

For this first isolate, there seems to be no problem with Identification number, Location, Date of birth, and Specimen number. There also appears to be no problem with Specimen date – you should always check the reformatting of the date to ensure that you have selected the correct date format (D/M/Y, M/D/Y, MMDDYYYY, Y-M-D, etc.). You will also notice that BacLink calculates the patient’s age using the date of birth and specimen date fields.

For Organism, you will notice that there are two similar rows: “Organism” and “Local organism code”. The first of these if intended for the WHONET organism code, while the second is intended to save the original organism code from you data file without modification. Since you have not yet defined the correspondence between your local code and the WHONET code, the first of these two rows is blank. The situation with Specimen type is similar. In the row “Specimen type”, BacLink leaves the WHONET field blank because it does not know what the corresponding WHONET code is for “Blood”. In the row “Local specimen code”, the original entry is copied over. Finally, in the lower box, you will see that BacLink was able to transfer the antibiotic results correctly.

So from this first record, we can conclude that BacLink is reading the data file correctly, and is saving most of the information into the new WHONET file accurately. However, BacLink has difficulty with the organism and specimen type fields because the codes have not yet been defined. If you think you may have made a mistake in your configuration, click “Cancel” and return to “Edit format” to make the correction. Otherwise, click on “Next” to proceed with the second isolate.

In the second isolate, you will notice a small problem that did not appear with the first isolate. The location code “Medicine 1” has been abridged to “medici”. This is because the default length of the location field is 6 characters. This will be easy to fix later by changing the field length to a larger value.

Figure 2.  Running the conversion

Click on “Next” to see the third isolate, and then “Next” again. BacLink will now proceed to finish the conversion of the rest of the data file. BacLink will tell you how many isolates it converted – 10 isolates in this tutorial. Click on “OK” to continue.

You do not need to enter an exhaustive list. Just indicate the most common or important responses for purposes of standardizing data entry.

Figure 2.  Running the conversion

Defining unrecognized codes

When the conversion is finished, BacLink may alert you that it encountered some codes that it did not recognize. In this tutorial, you should see the below message. Click “Yes”.

Figure 2.  Running the conversion

BacLink will show you a summary of all of the different codes that it did not recognize, as in the below screen.

Figure 2.  Running the conversion

In this tutorial, BacLink indicates that there are unrecognized locations, organisms, and specimen types. We won’t worry about the locations at this point until the problem with the field lengths is fixed (from six characters to a larger value).

Click on the row “Organism”. Now click on “Define codes” to see the following screen with a list of all of the unrecognized organism codes/text.

Figure 2.  Running the conversion

Click on the first organism “C. albicans” and “Define code”. BacLink will now suggest a number of possible matches for this organism. If you see the correct match, click on the organism and click “OK”.

Figure 2.  Running the conversion

If you do not see the organism listed, then use the search box to look for the correct organism. For example, instead of “CNS” or “Coagulase-negative staphylococci”, WHONET has an entry “Staphylococcus, coagulase-negative”. To search for an organism, type one or more letters of the genus name and one or more letters of the species name, for example type “Staph coag” to find possible matches for “CNS”. For “GC”, you should do a search for something similar to “Neiss gon”.

After you match the first organism, continue to match all of the rest of the organisms. If you cannot find an appropriate match, you can call the organism “Other” or you can leave it undefined. Then click, “OK” to return to the list with the other undefined codes. You will see that the organism row has disappeared because all of the organisms have been defined.

Note: If you have a very long list of codes, there is no need to define all of them. Begin with the most common or important ones. If you do not define a code, WHONET will leave the corresponding WHONET field blank, but will still save the original organism code in the column “Local organism code”.

Figure 2.  Running the conversion

Click on the row for “Specimen type” and “Define codes”.

Figure 2.  Running the conversion

Define the specimen types one at a time, finding the closest match on the WHONET list. When you finish matching the specimen types, click “OK” to return to the remaining list of unrecognized codes.

Figure 2.  Running the conversion

Since we will define the locations later, click “Continue”. BacLink then warns that you have defined some additional codes that were not included during the conversion. Click “OK” to return to the main BacLink screen.

Figure 2.  Running the conversion

Running the conversion again...

Now that you have matched some of your codes with the appropriate WHONET codes, run the conversion again. Click on “Begin conversion”. BacLink will give you a warning (Warning #1) that the WHONET file that you want to create already exists, and asks whether you want to replace it. Answer “Yes”, since the first time was just an initial test.

Figure 2.  Running the conversion

BacLink will then ask again (Warning #2) just to make sure that you read the question. Answer “Yes” again.

You will now see the first isolate again, but this time with the appropriate WHONET organism and specimen type codes indicated. So this conversion is more complete than during your first attempt.

Figure 2.  Running the conversion

Click “Next isolate”, and you will see that the problem with the length of the location code field still persists (“medici” instead of “medicine 1”). Click “Next” and “Next” again to finish the conversion. BacLink indicates that it converted ten isolates. Click “OK”, and answer “Yes” to the question about the unrecognized codes. This time, you will see that the list of unrecognized codes is much shorter than before. Only the locations remain to be defined. Click on “Continue” to return to the main BacLink screen.

Editing the configuration

The conversion is working in most respects with the exception of the location codes which are being shortened to six characters. This is easy to fix. Click on “Edit format” from the main BacLink screen to return to the configuration part of BacLink. Click on “File format” and “Data fields”. This will return you to the screen in which you defined the matches between the fields in the Excel data file and in WHONET.

Figure 2.  Running the conversion

Click on “Modify the list of data fields”. You will see the following screen. From this screen, you can configure the current fields, add additional ones to the list, and delete fields that you do not need. Click on the option “Location”. On the right side of the screen, you will see that this length of this field is set to 6 characters. Change this to 20.

Figure 2.  Running the conversion

Then click “OK”, “OK”, “OK”, “Save”, and “Exit”. This should return you to the main BacLink screen.

Running the conversion again...

Click on “Begin conversion”. Answer “Yes” and “Yes” again to replace the current WHONET file. BacLink will show you the first isolate, but this is unchanged from before. Click on “Next’ to see the second isolate. You will now notice that the location “Medicine 1” is being correctly being saved as “medicine 1”.

Figure 2.  Running the conversion

Then continue with the rest of the conversion until you see the list of unrecognized codes. Click on “Location” and “Define codes”.

Figure 2.  Running the conversion

For the first item on the list, click on “Define code” to get the following screen.

Figure 2.  Running the conversion

You will notice that defining location codes is different from defining organism, specimen, and antibiotic codes. For the latter three, WHONET has a standard list of codes used by all laboratories with WHONET. For location codes, WHONET simply uses the same code that your laboratory uses.

Defining your location codes serves a different purposes – it allows you to describe the details about the location to BacLink, for example which department/specialty, whether the location is in an inpatient or outpatient area, etc

For the first location, “5 North”, choose a department of “med=Medicine” and a location type of “inx = Inpatient (non-ICU)”. Then click “OK”.

Figure 2.  Running the conversion

Continue defining the other location codes in the manner using the following suggestions:

Location Institution Department Location type
Diabetes clinic bth med out
ER bth eme eme
HC5 oth out out
ICU bth icu icu
Medicine 1 bth med inx
Medicine 2 bth med inx
NICU bth neo icu
OB-Gyn bth obg inx
Ortho bth sur in

In this example, HC5 represents a “Health Center #5”, an outpatient clinic outside the hospital.

Defining locations has two important benefits: 1. at the local level, hospital staff will be able to analyze easily data at the level of the ward, department, or inpatient/outpatient status, even if the original data file only had the ward information; and 2. at the national level, defining the location codes permits standardization for purposes of national comparisons and analyses.

After defining all of the location codes, return to the main BacLink screen.

Running the conversion again... for the last time!

Click on “Begin conversion”, and replace the previous WHONET file. Look at the conversion for the first isolate. You will notice that for the location “Ortho”, BacLink is now putting the department equal to “sur=Surgery” because of the location matchings you defined in the previous step.

Figure 2.  Running the conversion

Then click “Next” and finish the rest of the conversion. When the conversion is finished, BacLink will return you immediately to the main BacLink screen because all of the undefined codes have now been defined.

Congratulations! You have successfully finished a BacLink configuration, defined all of the codes needed by WHONET, and converted a sample data file (ExcelDemo.xls) to WHONET format (ExcelDemo.bth). You can then proceed to WHONET to analyze this file. Click on “Exit” to leave BacLink.

The configuration that you made will be useful for any file that has this same structure. For example, if use your January data file to define your BacLink configuration and codes matches, you can use the same configuration to convert your February, March, etc. data. If BacLink encounters some new codes in the following months, you can define them as they arise over time.

Now that you have created a valid WHONET file using BacLink, you can proceed to WHONET. Double-click on your WHONET icon to begin WHONET.

Figure 2. Getting started with WHONET

You will notice that the “BacLink Tutorial Hospital” that we are using in this tutorial does not yet appear on the WHONET list of laboratories. Before you can begin analyzing the sample data file, you will need to create a laboratory configuration

Creating a laboratory configuration

To create a WHONET laboratory configuration, one option would be to use the “New laboratory” option on this screen. You would need to enter the laboratory name and code, the list of antibiotics, locations, etc. But fortunately, there is a faster way.

Click on “Cancel” to go to the main WHONET menu. Click on “File”. You will notice an option called “Create a laboratory from a data file”. Click on this option.

Figure 2. Getting started with WHONET

Enter the country “World Health Organization”, laboratory = “BacLink Tutorial Hospital”, and laboratory code = “BTH”. Click “OK”.

Figure 2. Getting started with WHONET

On the next screen, WHONET will ask you to select an example of a data file from this laboratory. Choose the file “ExcelDemo.bth” that you created with this BacLink tutorial, and click “Open”.

Figure 2. Getting started with WHONET

WHONET will now examine the file “ExcelDemo.bth” – what antibiotics are present, what data fields, locations, etc. With this information WHONET can create a matching laboratory configuration. When WHONET finishes, the program will ask if you want to review the new configuration. Answer “Yes”.

Figure 2. Getting started with WHONET

WHONET will then show you the laboratory configuration that it prepared.

Figure 2. Getting started with WHONET

If you click on “Antibiotics”, you will see that WHONET has the three antibiotics present in the original Excel file. You can also check the antibiotic breakpoints, and configure the panels and profiles if you wish.

Figure 2. Getting started with WHONET

If you click on “Locations”, you will see the list of locations from the original file.

Figure 2. Getting started with WHONET

If you click on “Data fields”, you will see that the location field has a length of 20 characters, rather than the usual default of 6 characters.

Figure 2. Getting started with WHONET

After you explore these screens, click on “Save” to leave the configuration program.

Note: After creating the configuration utilizing the shortcut described here, you can make any further edits, such as any modifications to the antibiotic breakpoints and profiles, with Modify laboratory in the same way as any WHONET laboratory configuration.

Inspecting the data file

As a final step, click on “Data entry”, “Open data file”, and choose the file “ExcelDemo.bth”. You will now be in the Data entry program. Click on “View database” to see the following screen.

Figure 2. Getting started with WHONET

WHONET is now showing you the complete contents of the data file created by BacLink. Inspect this file to see if there are any possible errors – in the dates, codes, antibiotic results, etc. This will also help to familiarize you with the structure and contents of a WHONET data file.

When you finish, click on “Continue” and “Exit” to return to the main WHONET screen. Then “File”, “Exit” to leave WHONET completely.

The next time that you enter WHONET, you will see your new laboratory configuration for the “BacLink Tutorial Hospital” on the list. You can then select this laboratory for laboratory configuration, data entry, or data analysis.

Figure 2. Getting started with WHONET

What next?

You have learned how to convert data from common desktop softwares, such as Excel, and text files exported from laboratory information systems. The steps were: 1. configuration – which only needs to be accomplished once; and 2. running the conversion – which you can repeat as you continue to collect additional data.

You then set up a new WHONET configuration for this laboratory. With this configuration, you can now analyze your data with WHONET. If needed, you could also use WHONET for manual data entry of supplemental information that you did not have in your original data file.

For guidance on how to use WHONET for data entry and data analysis, continue with the appropriate tutorials.


BacLink and Laboratory information systems


BacLink and Laboratory information systems

The purpose of this document is to describe to IT staff the purpose of the WHONET and BacLink softwares, and how they may be useful to the laboratory staff, clinicians, pharmacists, and infection control staff in your institution. The document also provides instructions to IT staff on what laboratory staff will need to implement WHONET and BacLink.

The document covers the following areas:

  • Part 1. What are WHONET and BacLink?
  • Part 2. What does the laboratory need from the IT Department to run WHONET?
  • Part 3. What information should be in the export file?
  • Part 4. How should the information be organized?
  • Part 5. How often should data be exported?
  • Part 6. What comes next?

WHONET is a free Windows-based desktop application developed by the WHO Collaborating Centre for Surveillance of Antimicrobial Resistance for the laboratory-based surveillance of infectious diseases and antimicrobial resistance.

The principal goals of the software are:

  • to enhance capabilities for analyzing laboratory data; and
  • to promote national and international collaboration through the exchange of data.

The software is used in over 80 countries around the world managing data from over 1000 clinical, public health, veterinary, and food laboratories. WHONET can be used by individual laboratories or as part of national and international surveillance networks.

Many laboratories around the world already have well-established computer databases that meet the day-to-day needs of clinical reporting, specimen processing, and long-term data storage. Unfortunately most of these systems have limited capacity for sophisticated data analysis. It is in these areas that WHONET is a valuable supplement to existing systems.

This purpose of the BacLink software is the conversion and standardization of microbiology data from existing systems into WHONET. You can convert data on a weekly, monthly, or ad hoc basis, or in a number of institutions, it has also been possible to automate and schedule the entire process. Both WHONET and BacLink, available in 17 languages, can be downloaded from the World Health Organization website: www.who.int/drugresistance/whonetsoftware.

By converting data to WHONET, laboratories have the benefits of: 1. flexible data analysis capabilities; and 2. the ability to share data with other laboratories, for example in a national surveillance network.

Since BacLink cannot access the internal databases of your laboratory information system (LIS), the laboratory needs a data file exported from your system with the desired patient information and microbiological results. In many institutions, the most convenient type of file to create is a simple delimited text file, though BacLink can also accept a number of other formats. Information to be included in this export is suggested in Part 3, and the organization of the data in the file is discussed in Part 4.

Fortunately, most information systems do have the capability of creating such text files using existing data export, report, or interface options. In the case of the following systems, we have prepared detailed instructions and report templates that you should be able to apply directly:

– Meditech Magic

– Cerner Classic

It is also possible to convert data from the following systems, but we have not developed formal documentation describing the process. For further details, please contact us directly.

– ADBakt (Sweden, Denmark)

– MADS (Denmark)

– Oman Health Information System (Oman)

– WinPath (Malaysia)

If you do not have any of the systems indicated above, then you should try to create a delimited text file with the information described below.

Our group is currently working on the development of interface options for Meditech Client/Server, Cerner Millenium, and Mysis. If you would like to assist in the development or testing of interfaces for these systems or any other system, please contact John Stelling at jstelling@rics.bwh.harvard.edu.

Data fields

The following is a list of suggested data fields to be included in the export. The precise list should be discussed with laboratory staff, and should reflect the information available in your system and the data analysis needs of clinical staff. All of the fields are optional, though a few are highly recommended. Feel free to delete any fields which are unneeded and add additional fields that you desire.

Patient fields:
Identification number (e.g. Medical record number) – recommended
Patient first name and last name or Patient full name
Sex
Date of birth and/or age
Date of admission

Location fields
Patient location (ward or clinic) – recommended
Department or specialty
Institution or facility (in the case of a laboratory serving multiple institutions)
Type of location (for example, inpatient or outpatient)

Specimen fields
Specimen or accession number – recommended
Specimen collection date – recommended
Specimen type (blood, urine, cerebrospinal fluid, etc.) – recommended

Organism results
Organism – recommended
Antimicrobial susceptibility test results – recommended

Most of the above fields are self-explanatory. For antimicrobial susceptibility test results, a few additional comments are needed.

The three most common methods for performing antimicrobial susceptibility tests are:

  1. Disk diffusion, also known as Kirby-Bauer. Results are measured in millimeters.

  2. MIC determination. MIC = minimal inhibitory concentration. In routine laboratories, MICs are usually determined with automated susceptibility test instruments, such as MicroScan, Sensititre, and Vitek. Quantitative results are given in the form of a concentration, for example micrograms/milliliter (µg/ml).

  3. Etest. This is a specialized version of a MIC test. It is a more expensive test than routine MIC tests. Results are also measured as concentrations, for example (µg/ml).

Laboratories may perform one, two, or all three of these methods. Some laboratories enter the quantitative test measurements directly into the computer system (millimeters or µg/ml) or the test interpretation (resistant, intermediate, or susceptible) or both. Examples of how you could export the antibiotic results are provided in Part 4.

There are some additional specialized antibiotic tests that you should also to try to export if feasible: beta-lactamase, ESBL, Dtest, etc. In many computer systems, these tests are treated in the same way as other antimicrobial tests, so no special handling is required to capture the results. In other systems, results are saved internally in a separate field that you should try to capture.

Data codes and date formats

BacLink has a flexible interface for mapping data codes and date formats. So you should export whatever codes and values are most convenient for you and your laboratory staff. If you have the choice between exporting a data code (e.g. UR) or the corresponding full text (URINE), the full text will probably be more convenient for the users who will do the code mapping.

What specimens should be included in the export file?

When you export results from your LIS, you can export results from all specimens or from a subset of specimens. The three most common options would be:

  1. All specimens

  2. All “positive” specimens (do not include specimens with “No growth”)

  3. All “positive” specimens with antimicrobial susceptibility test results

Any of these approaches are reasonable options. The first approach will have the most information available for analysis, but these files can also be very large because of the large number of “negative” results. Option 2 is a reasonable compromise for many laboratories between the value of the information, the size of the data file, and the speed of data analysis.

File format

Most institutions find the use of delimited text files to be the most convenient means of exporting data to WHONET. The choice of field delimiter (comma, tab, semi-colon, etc.) is configurable by the user. Other options include fixed-column text, Microsoft Access, or dBASE. The use of a file header (the first row of the file indicates the names of the data fields) is often convenient for the data manager, but is not a requirement.

BacLink works with “flat” non-relational databases. Create one column for each of the fields that you intend to export: medical record number, patient location, collection date, organism, etc.

Antibiotic results – organization of records

Because each bacterial isolate is usually tested against multiple antibiotics and perhaps by one than one test method, there are a few possible acceptable ways of organizing your antibiotic test results in the export file. The two most common variations are described below. You should decide which of these two approaches would be easiest to implement and maintain in your system.

  1. One isolate per row: Each row in the export file corresponds to the results from one organism. All results from this organism are saved in this one record. People entering data manually into Excel usually organize their data in this way – with all of the antibiotic results for one organism saved as part of the same record/data row. Some hospital systems also export data in this way.

    Example:
    First name, Last name, Sex, Location, Specimen type, Specimen date, Organism, PEN, ERY, VAN
    John, Smith, Male, Neurology, Blood, 1/1/2006, S. aureus, R, R, S
    Mary, Jones, Female, Nursery, CSF, 3/10/2006, S. pneumoniae, S, S, S
    Tom, Brown, Male, ICU, Wound, 5/8/2006, C. albicans
    The last record illustrates an isolate in which no antibiotics were tested.

  2. One antibiotic result per row: Each row in the export file corresponds to one antibiotic test result. So if an organism is tested against 12 antibiotics, this organism would require 12 records in the export file. This approach is very commonly used when exporting data from relational databases, such as those common in LIS softwares or laboratory instruments.

    Example:
    First name, Last name, Sex, Location, Specimen type, Specimen date, Organism, Antibiotic, Result
    John, Smith, Male, Neurology, Blood, 1/1/2006, S. aureus, PEN, R
    John, Smith, Male, Neurology, Blood, 1/1/2006, S. aureus, ERY, R
    John, Smith, Male, Neurology, Blood, 1/1/2006, S. aureus, VAN, S
    Mary, Jones, Female, Nursery, CSF, 3/10/2006, S. pneumo, PEN, S
    Mary, Jones, Female, Nursery, CSF, 3/10/2006, S. pneumo, ERY, S
    Mary, Jones, Female, Nursery, CSF, 3/10/2006, S. pneumo, VAN, S
    Tom, Brown, Male, ICU, Wound, 5/8/2006, C. albicans

An advantage of the first approach is that files are much smaller in size; these files are also easy to manage in Excel and other data management softwares. An advantage of the second approach is that it is often easier to maintain in the long-term as additional antibiotics are added to the database. If the laboratory starts testing a new antibiotic, the first approach would require the programmer to add new columns to the data export, and if this is not done, the new antibiotic will not be captured. In the second approach, new antibiotics will generally show up automatically as additional rows in the export file, requiring no change in the structure of the data file.

Antibiotic results – test measurements and test interpretations

As mentioned above, it is possible to export test measurements (mm or µg/ml), test interpretations (resistant, intermediate, or susceptible), or both to the export files. If you have both, you should export both if possible. If you must decide between the two, the measurement is more valuable since the interpretation can be deduced from the measurement.

Example with disk diffusion data – exporting the measurement and the interpretation
First name, Last name, Specimen type, Specimen date, Organism, Antibiotic, Measurement, Interp.
John, Smith, Blood, 1/1/2006, S. aureus, PEN, 6, R
John, Smith, Blood, 1/1/2006, S. aureus, ERY, 10, R
John, Smith, Blood, 1/1/2006, S. aureus, VAN, 19, S

Example with MIC data – exporting the measurement and the interpretation
First name, Last name, Specimen type, Specimen date, Organism, Antibiotic, Measurement, Interp.
Mary, Jones, CSF, 3/10/2006, S. pneumo, PEN, 0.064, S
Mary, Jones, CSF, 3/10/2006, S. pneumo, ERY, <=0.25, S
Mary, Jones, CSF, 3/10/2006, S. pneumo, VAN, 1, S

Antibiotic results – test methods

If your laboratory only uses one test method, then there is no need for you to indicate the test method in the exported data file, as in the examples given above. On the other hand, if your laboratory does testing by more than one method, then you should also try to indicate the test method in the exported data file.

Example with disk and MIC data
First name, Last name, Specimen type, Specimen date, Organism, Antibiotic, Method, Measurement, Interp.
John, Smith, Blood, 1/1/2006, S. aureus, Disk, PEN, 6, R
John, Smith, Blood, 1/1/2006, S. aureus, Disk, ERY, 10, R
John, Smith, Blood, 1/1/2006, S. aureus, Disk, VAN, 19, S
Mary, Jones, CSF, 3/10/2006, S. pneumo, MIC, PEN, 0.064, S
Mary, Jones, CSF, 3/10/2006, S. pneumo, MIC, ERY, <=0.25, S
Mary, Jones, CSF, 3/10/2006, S. pneumo, MIC, VAN, 1, S
Tom, Brown, Wound, 5/8/2006, C. albicans

For many laboratories, this last example presented could be a useful model to emulate when you develop your export routine. In addition to the fields shown in this example, you should also export the other relevant fields described earlier.

The frequency of data exports will depend on how often the laboratory staff would like to update their databases for analysis. If the focus is only on general trends in infection and resistance, then once a quarter or once a year may be adequate. However, if there is interest in tying data analysis to prompt outbreak detection and isolate alerts, then a monthly or weekly export would be more appropriate.

An automated daily download and analysis would be the ideal solution. This has been implemented in a few institutions, and we are currently working on interface tools to make this a more viable option for laboratories, but at the present time, most laboratories accomplish the data conversions and analyses interactively on a weekly, monthly, or quarterly basis.

For information on the use of BacLink in automated batch mode, please contact us directly for details at jstelling@rics.bwh.harvard.edu.

If you succeed in creating a text file with the information described above, the next step is to use BacLink to convert the text file to the WHONET data format. This can be accomplished by the IT Department, by the laboratory, or by both groups in collaboration. For information on how to get started with BacLink, continue with the tutorial on “BacLink – Getting started”.

If you have any questions about BacLink or WHONET, feel free to contact us at jstelling@rics.bwh.harvard.edu. If you would like to assist us in the development of additional interface options for BacLink, we would also be very glad to hear from you.

BacLink and Cerner


INTRODUCTION

WHONET is a Windows-based database software developed for the management of microbiology laboratory data and the analysis of antimicrobial susceptibility test results. The software is available from of charge from the World Health Organization website: www.who.int/drugresistance/whonetsoftware, and is available in 16 languages.

Objectives of the software include:

  • enhancing the local use of laboratory data for guiding therapy, assisting infection control, characterizing resistance epidemiology and identifying laboratory testing errors; and
  • promoting collaboration in surveillance activities through the exchange of data

WHONET can be used for manual data entry, especially in laboratories without an existing computer system for microbiology data. For laboratories which do have systems for managing their data, the BacLink software is a valuable tool which facilitates the extraction and conversion of data from a number of different sources into WHONET, avoiding the need to re-enter results. BacLink can convert data from a number of common commercial database and spreadsheet softwares, commercial susceptibility test instruments, and hospital and laboratory information systems. BacLink is also available free of charge from WHO, and downloads and installs automatically along with the WHONET software.

WHONET AND CERNER

The purpose of this document is to guide users of the Cerner laboratory information system through the export of data to WHONET. These instructions should prove a valuable resource for data managers who are completely unfamiliar with the Cerner report generation and data extraction utilites and a time-saver for data administrators who are.

We anticipate that these instructions should work well with Cerner Classic versions ..... We have not yet developed guidelines for extraction of data from Cerner Millenium. For Cerner users familiar with the creation of CCL queries, feel free to edit the reports to best suit your data management needs.

The instructions are divided into four parts:

  1. Downloading and installing WHONET and BacLink
  2. Exporting data with Cerner: You will use the Cerner CCL query generator to create a text file with the desired microbiological information. Instructions for the export of both archived and active data are provided.
  3. Converting data with BacLink: BacLink will convert the file that you created with Cerner to a WHONET file
  4. Getting started with WHONET

The frequency of data conversions depends on the local data analysis needs and interests. Many laboratories find that a weekly or monthly download is adequate for their infection control and quality assurance purposes, while less frequent analysis may be adequate if the principal use of the data is in following trends in resistance and guiding treatment recommendations. Automated daily downloads of data from Cerner into WHONET is also a possibility, but is not described in this manual.

For any assistance or clarifications required, please feel free to contact:

For Cerner-related issues:

Carol Hurrie
System Analyst III
Mercy Hospital
Information Systems
3663 S Miami Avenue
Miami, Florida 33133
churrie@mercymiami.org

For BacLink and WHONET-related issues:
John Stelling
Co-Director, WHO Collaborating Centre for Surveillance of Antimicrobial Resistance
Brigham and Women’s Hospital
Microbiology Laboratory
75 Francis Street
Boston, Massachusetts 02115
jstelling@rics.bwh.harvard.edu

The WHONET and BacLink softwares are available free-of-charge from the World Health Organization website: www.who.int/drugresistance/whonetsoftware You will see a file called: whonet54setup.exe

Save this file onto your computer. Then double-click on the file to begin the installation process. This process will install both the WHONET and BacLink softwares, by default into the c:\whonet5 folder. When you complete the installation, you will see icons for WHONET and BacLink on your desktop. Manuals for both softwares can be found in c:\whonet5\docs.

The below steps described the extract of both archived data (from historic EH01 and MB01 records) and active data (PR05 and MB01 records). The steps are very similar.

  1. In the folder c:\whonet5\machines, you will find a number of CCL query files. Copy the files Cerner_archived_data.ccl, Cerner_active_data.ccl, and Cerner_report.ccl into your ccl directory. If you are using the Reflections emulation software, you should use File, Transfer.

  2. For archived data
    Edit the file Cerner_achived_data.ccl at the indicated approximate line numbers to adapt the CCL queries for use in your laboratory, indicating the desired values which your Cerner system is using:

    67: Following “MEASUREMENT = “: Indicate which procedure(s) contain the MIC Values in your system. In the example, the procedures 6200830 and 6200832 are used.

    73: Following “INTERPRETATION = “: Edit the line to indicate the same procedure(s) you indicated in line 67, e.g. 6200830 and 6200832. This will exclude the MIC values from the MIC interpretation field.

    95: After the text “Enter Procedure Number range for Microbiology”, enter the range of procedure numbers used for microbiology test results. In the example, this is: BETWEEN 6200000 AND 6400000

    99: Optional. If needed, edit the pattern for the specific accession numbers desired. In the example: S1.ACCESSION1 IN ("*BL*","*MB*")

    102: Optional. If you want a full year of data, you could edit out the line stating AND PERIOD = S1.PERIOD1. Otherwise, leave this line in.

    107: Indicate the procedure number used in your Cerner which indicates a FINAL REPORT. In the example, this code is 6200885.

    129: Optional: If you only wish to export certain patient types, edit this line. Options in the example include EH.PAT_TYPE IN ("L","I","F","E").

  3. For active data
    Edit the file Cerner_active_data.ccl at the indicated approximate line numbers to adapt the CCL queries for use in your laboratory, indicating the desired values which your Cerner system is using:

    77: Following “MEASUREMENT = “: Indicate which procedure(s) contain the MIC Values in your system. In the example, the procedure 6200832 is used.

    83: Following “INTERPRETATION = “: Edit the line to indicate the same procedure(s) you indicated in line 77, e.g. 6200832. This will exclude the MIC values from the MIC interpretation field.

    102: After the text “Enter Procedure Number range”, enter the range of procedure numbers used for microbiology test results. In the example, this is: BETWEEN 6200000 AND 6400000

    105: Optional. If needed, edit the pattern for the specific accession numbers desired. In the example: S1.ACCESSION1 IN ("*BL*","*MB*")

    110, 114, and 142: Indicate the procedure number used in your Cerner which indicates a FINAL REPORT. In the example, this code is 6200885.

    119: Optional: Enter any site-specific edits if you wish to exclude any specific comments, observations, etc.

    129: Optional: If you only wish to export certain patient types, edit this line. Options in the example include PR.PAT_TYPE IN ("L","I","F","E").

  4. Include the CCL query files in your system, for example with the following syntax:
    (%I CCLPROG:CERNER_ACHIVED_DATA.CCL)
    (%I CCLPROG:CERNER_ACTIVE_DATA.CCL)
    (%I CCLPROG:CERNER_REPORT.CCL)

  5. Go to the ccl prompt.
    For archived data, type: 1WN GO
    For active data, type: 1WHONET GO

    For archived data, you will see the following interface:

    FPART 2.  EXPORTING DATA WITH CERNER

    For active data, the following screen will appear

    FPART 2.  EXPORTING DATA WITH CERNER
  6. When you run a report, the report files will be written to the T directory.

  7. Optional – Feel free to add any additional prompts to your interface, for example asking the user to indicate a specific Institution or Client for the export. You may also add the queries to CCM or create a TIM Record, and run from the Select prompt.

    Note: You should NOT change the record length.

    SAMPLE TIM RECORD

    FPART 2.  EXPORTING DATA WITH CERNER

Now that you have created a data file with the desired data from the Cerner system, BacLink can be used to convert this export file to the WHONET file format. The below instructions are meant as a quick guide. Detailed instructions can be found in the BacLink manual, baclink2manual.doc, by default in the folder: c:\whonet5\docs.

Start the BacLink program by double-clicking on the BacLink shortcut icon installed on your desktop. The BacLink program screen appears.

PART 3.  CONVERTING THE FILE WITH BACLINK
  1. Configuring BacLink for Cerner data
    The first time that you use BacLink, you will the tell the software what kind of data file you would like to import, as well as the name and a code for your laboratory.

    Click on the New Format button. The File Format screen opens.
    From the drop down box, select the Country: for example, United States.
    Enter the Laboratory Name – the name of your laboratory, for example Boston General Hospital. If you will potentially import data from a number of different sources (Cerner, Excel, etc.), you may wish to indicate this in the laboratory name, for example Boston General Hospital (Cerner).
    Enter up to three characters for the Laboratory Code, for example BGH. The laboratory code that you indicate will be used by BacLink and WHONET as the default file extension for your WHONET data files.

  2. Click on the File Structure button, and the below screen will appear. Set the selections as follows:

    File Structure – Cerner

    File Location – Indicate the folder where you plan to save your downloaded Cerner files. c:\whonet5\data is the default location suggested by BacLink, but any convenient location can be used. In many institutions, data files are placed in a folder on a central server.

    File Name – If your downloaded data files will generally end in “.txt”, then leave the default response as “*.txt”. Otherwise, indicate an appropriate filter which will facilitate finding your data files, for example: “*.*”, “*.csv”, “micro*.*”, etc. If the name of the downloaded data file will not change over time, you may indicate the fixed name, for example: “download.txt”

    File Origin – DOS (ASCII)

    Click on the OK button.

    PART 3.  CONVERTING THE FILE WITH BACLINK

    Though not required, you may wish to click on the New data file button. On this screen, you can indicate the default data File location for your new WHONET files. By default, BacLink will put the WHONET files in the same location as your original Cerner files. You can also indicate the name of the WHONET file that you will create, though it is generally more convenient to give a file name later, just before a file conversion, and not here on this screen. The default WHONET file name will have the three-letter laboratory code as the file extension. Click on the OK button. Click on Save. Give a name to the BacLink configuration file, which will save the above-indicated user selections, for example “bwh.cfg” or “cerner download.cfg”. You may give any valid Windows file name. BacLink will add “.cfg” as a file extension to indicate to BacLink that this is a configuration file.

  3. Converting data with BacLink

  4. Original data file
    From the main BacLink screen, click on the File Format configured in the previous step. On the BacLink 2 screen under “Original data file”, “File name”, select the download file to be converted. Example c:\whonet5\data\jan2003.txt.

    New data file
    Enter a name for the new WHONET data file that you wish to create with your converted data. Example: c:\whonet5\data\jan2003.xxx, where ‘xxx’ refers to your three-letter laboratory code. Your screen should then look similar to the following:

    PART 3.  CONVERTING THE FILE WITH BACLINK

    Click on Begin Conversion. BacLink begins converting the downloaded delimited file to a WHONET 5 file. BacLink will show you the first three isolates to permit a visual inspection of the accuracy of the conversion. The information from your data file, as read by BacLink, appears to the left of the screen. The information which will be saved in the WHONET file appears to the right of the screen. Where appropriate, WHONET will change your codes and formats to those used by WHONET.

    PART 3.  CONVERTING THE FILE WITH BACLINK

    If you notice any discrepancies or errors in the field mappings, you may correct these from the main BacLink screen using “Edit format”. Click “Next” to advance through the first three isolates. BacLink will then continue until the file is completely converted.

    If BacLink does not understand some of the data codes in your file, the program asks whether you would like to define the unrecognized codes. If you answer Yes, you will be shown a list of the various organism, antibiotic, specimen type, location, gender, and test result codes that could not be understand. Click on a variable of interest, such as “Organism”, and click Define codes.

    You will subsequently be shown a list of each of the unrecognized code. Select a code and click Define code. For most variables (except Location), you will be asked to select the matching or closest term from a list of WHONET codes. For Location, you will have the option of defining the patient department and type (inpatient, outpatient, ICU, etc.). Continue defining codes until you have defined all, or at least the most important and frequent, data elements. When finished, click “OK”, “OK” to return to the main BacLink screen.

    If you have defined some additional codes, you should then convert the same file a second time in order to include the new code matchings in the converted data file. When finished with BacLink, click Exit.

Now that you have created a valid WHONET file using BacLink and your Cerner data, you can proceed to WHONET. For details on the use of WHONET, consult the manual WHONET 5.0 whonet5manual.doc, as well as available update pages describing the enhancements of further versions of the software.

  1. Creating a laboratory configuration
    To begin using WHONET, you must first create a “Laboratory configuration” with descriptive information about your laboratory -- antibiotics, breakpoints, patient locations, etc. For laboratories not using BacLink, this is typically done with a feature called New laboratory. However, for users of BacLink, there is a shortcut available called Create a laboratory from a data file.

    Double-click on the WHONET icon. You will be shown a list of WHONET laboratories defined on your computer (with the default installation, you will see a single laboratory – “USA Test Hospital”). To access the aforementioned shortcut, click on Cancel. Then click File from the main WHONET menu, and then the option Create a laboratory from a data file.

    You will be requested to indicate your country, laboratory name, and laboratory code. Enter the responses using the same country and laboratory code which you selected in BacLink.

    You will then be requested to select a valid WHONET data file. Search and select for the file which you created above using BacLink. Then click OK. At this point, WHONET will scan the contents of this file – antibiotics, location codes, etc. – and create a valid WHONET laboratory configuration. When requested, you can click Yes if you want to review the details of the configuration. Otherwise, click No, and you can continue with Data analysis.

    Note: After creating the configuration utilizing the here-described shortcut, further edits, such as any modifications to the antibiotic breakpoints, can be done with Modify laboratory.

  2. Using WHONET
    Once you have defined a laboratory configuration, it will appear in the list of laboratories when you enter WHONET. Click on your laboratory name. For data entry or data analysis options, click on Open laboratory. If you wish to modify the laboratory information in the configuration, click on Modify laboratory. For use of the WHONET analysis features, explore the screen display and/or consult the manual.

BacLink and Meditech


INTRODUCTION


WHONET is a Windows-based database software developed for the management of microbiology laboratory data and the analysis of antimicrobial susceptibility test results. The software is available from of charge from the World Health Organization website: www.who.int/drugresistance/whonetsoftware, and is available in 17 languages.


Objectives of the software include:

  • enhancing the local use of laboratory data for guiding therapy, assisting infection control, characterizing resistance epidemiology and identifying laboratory testing errors; and

  • promoting collaboration in surveillance activities through the exchange of data

WHONET can be used for manual data entry, especially in laboratories without an existing computer system for microbiology data. For laboratories which do have systems for managing their data, the BacLink software is a valuable tool which facilitates the extraction and conversion of data from a number of different sources into WHONET, avoiding the need to re-enter results. BacLink can convert data from a number of common commercial database and spreadsheet softwares, commercial susceptibility test instruments, and hospital and laboratory information systems. BacLink is also available free of charge from WHO, and downloads and installs automatically along with the WHONET software.


WHONET AND MEDITECH


The purpose of this document is to guide users of the Meditech laboratory information system through the export of data to WHONET. These instructions should prove a valuable resource for data managers who are completely unfamiliar with the Meditech report generation and data extraction utilites and a time-saver for data administrators who are.

We anticipate that these instructions should work well with Meditech Magic versions 4.8 and up. We have not yet developed guidelines for extraction of data from Meditech Client/Server. For Meditech users familiar with the creation of NPR reports, feel free to edit the reports to best suit your data management needs.


The instructions are divided into four parts:


  1. Downloading and installing WHONET and BacLink
  2. Exporting data with Meditech: You will use the Meditech NPR report generator to create a text file with the desired microbiological information.
  3. Converting data with BacLink: BacLink will convert the file that you created with Meditech to a WHONET file
  4. Getting started with WHONET

The frequency of data conversions depends on the local data analysis needs and interests. Many laboratories find that a weekly or monthly download is adequate for their infection control and quality assurance purposes, while less frequent analysis may be adequate if the principal use of the data is in following trends in resistance and guiding treatment recommendations. Automated daily downloads of data from Meditech into WHONET is also a possibility, but is not described in this manual.


For any assistance or clarifications required, please feel free to contact:


For Meditech-related issues:

John Ucci
Clinical Analyst
Hillcrest Baptist Medical Center
Information Technologies
P.O. Box 5100
Waco, Texas 76708
johnucci@hillcrest.net


For BacLink and WHONET-related issues:
John Stelling
Co-Director, WHO Collaborating Centre for Surveillance of Antimicrobial Resistance
Brigham and Women’s Hospital
Microbiology Laboratory
75 Francis Street
Boston, Massachusetts 02115
jstelling@rics.bwh.harvard.edu

The WHONET and BacLink softwares are available free-of-charge from the World Health Organization website: www.who.int/drugresistance/whonetsoftware You will see a file called: whonet54setup.exe

Save this file onto your computer. Then double-click on the file to begin the installation process. This process will install both the WHONET and BacLink softwares, by default into the c:\whonet5 folder. When you complete the installation, you will see icons for WHONET and BacLink on your desktop. Manuals for both softwares can be found in c:\whonet5\docs.

  1. Installing the BacLink NPR reports
    After installing WHONET, you will find copies of two BacLink NPR files “meditec1” and “meditec2” in the subdirectory c:\whonet5\machines. If you do not know how to upload an NPR report into your Meditech system, consult with your IT support staff or contact John Ucci directly at the above e-mail. Most users with sufficient access will utilize the “Upload Reports from PC” option on the “NPR Customization Menu”, as illustrated in the figures below.

    PART 2.  EXPORTING DATA WITH MEDITECH PART 2.  EXPORTING DATA WITH MEDITECH
  2. Selecting the Meditech data
    Select the “BacLink NPR download” to run from either a menu or directly through the NPR Customization Process Reports routine. The date selection window appears:
    BACLINK DOWNLOAD
    From Collection Date
    Thru Collection Date
    Note that the date range selection is by specimen Collection Date

  3. Creating the data file After entering the date range selection, the Print On window appears. There are three options at this point: DOWNLOAD, SPOOL and SCHED. Alternatively, automated transfer to an FTP site is also possible.
    1. Download
      If DOWNLOAD is selected, a Suppress: Nothing, Page banners, Form feeds, or Both? window may appear. Select N.

      The Save As window opens. Direct the report to the location you wish to store the downloaded data. This location will vary from site to site. Important: Remember the location you save the download file to and be consistent in using the same location. The location can be on the local hard drive (C:\) or on a network (\\servername\) where “servername” represents the local server storing the data.

      The downloaded files are conveniently saved to the WHONET data directory or another directory of the users choice. For example: C:\whonet5\data or \\servername\whonet5\data or \\servername\whonet5\download.

      Once the file location is selected, enter a valid Windows file name. Since the export files will have a text file structure, you may wish to include the extension “.txt”, “.csv” or “.dat”. Try to use a consistent naming convention. For example, if the data are downloaded monthly, appropriate names for the January 2003 data file include: jan2003.txt, w0103.txt, micro_2003.01, etc.

      Click “Save” to save the file to the selected location. Note: Be careful that an existing file name is not used. There is no warning message provided and previously saved data can be overwritten. Depending on the selected date range, the report will take a few seconds to a few minutes to complete.

    2. Once the data are downloaded to a file, End Of Report appears.

    3. Spool or Sched>
      If a download file is printed to SPOOL (saved as a spool file) or SCHED (assigned to a print schedule) consult the MEDITECH information systems contact for your department to help in configuring these options.

    4. FTP
      A data file can be scheduled to download directly to a specified location on a local hard drive or network server by configuring a FTP host in MEDITECH (Version 4.9 and higher). Again, discuss this option with the MEDITECH IS analyst.

Now that you have created a data file with the desired data from the Meditech system, BacLink can be used to convert this export file to the WHONET file format. The below instructions are meant as a quick guide. Detailed instructions can be found in the BacLink manual, baclink2manual.doc, by default in the folder: c:\whonet5\docs.

Start the BacLink program by double-clicking on the BacLink shortcut icon installed on your desktop. The BacLink program screen appears.

PART 2.  EXPORTING DATA WITH MEDITECH
  1. Configuring BacLink for Meditech data
    The first time that you use BacLink, you will the tell the software what kind of data file you would like to import, as well as the name and a code for your laboratory.

    Click on the New Format button. The File Format screen opens. From the drop down box, select the Country: for example, United States. Enter the Laboratory Name – the name of your laboratory, for example Boston General Hospital. If you will potentially import data from a number of different sources (Meditech, Excel, etc.), you may wish to indicate this in the laboratory name, for example Boston General Hospital (Meditech). Enter up to three characters for the Laboratory Code, for example BGH. The laboratory code that you indicate will be used by BacLink and WHONET as the default file extension for your WHONET data files.

    Click on the File Structure button, and the below screen will appear. Set the selections as follows:

    File Structure – Meditech
    File Location – Indicate the folder where you plan to save your downloaded Meditech files. c:\whonet5\data is the default location suggested by BacLink, but any convenient location can be used. In many institutions, data files are placed in a folder on a central server.

    File Name – If your downloaded data files will generally end in “.txt”, then leave the default response as “*.txt”. Otherwise, indicate an appropriate filter which will facilitate finding your data files, for example: “*.*”, “*.csv”, “micro*.*”, etc. If the name of the downloaded data file will not change over time, you may indicate the fixed name, for example: “download.txt”
    File Origin – DOS (ASCII)

    Click on the OK button.

    PART 2.  EXPORTING DATA WITH MEDITECH

    Though not required, you may wish to click on the New data file button. On this screen, you can indicate the default data File location for your new WHONET files. By default, BacLink will put the WHONET files in the same location as your original Meditech files. You can also indicate the name of the WHONET file that you will create, though it is generally more convenient to give a file name later, just before a file conversion, and not here on this screen. The default WHONET file name will have the three-letter laboratory code as the file extension. Click on the OK button.

    Click on Save. Give a name to the BacLink configuration file, which will save the above-indicated user selections, for example “bwh.cfg” or “meditech download.cfg”. You may give any valid Windows file name. BacLink will add “.cfg” as a file extension to indicate to BacLink that this is a configuration file.

    Click on Exit. This will return you to the main BacLink screen. Your newly defined file format will appear on the list of formats available to you.

  2. Converting data with BacLink

    Original data file
    From the main BacLink screen, click on the File Format configured in the previous step. On the BacLink 2 screen under “Original data file”, “File name”, select the download file to be converted. Example c:\whonet5\data\jan2003.txt.

    New data file
    Enter a name for the new WHONET data file that you wish to create with your converted data. Example: c:\whonet5\data\jan2003.xxx, where ‘xxx’ refers to your three-letter laboratory code. Your screen should then look similar to the following:

    PART 2.  EXPORTING DATA WITH MEDITECH

    Click on Begin Conversion. BacLink begins converting the downloaded delimited file to a WHONET 5 file. BacLink will show you the first three isolates to permit a visual inspection of the accuracy of the conversion. The information from your data file, as read by BacLink, appears to the left of the screen. The information which will be saved in the WHONET file appears to the right of the screen. Where appropriate, WHONET will change your codes and formats to those used by WHONET.

    PART 2.  EXPORTING DATA WITH MEDITECH

    If you notice any discrepancies or errors in the field mappings, you may correct these from the main BacLink screen using “Edit format”. Click “Next” to advance through the first three isolates. BacLink will then continue until the file is completely converted.

    If BacLink does not understand some of the data codes in your file, the program asks whether you would like to define the unrecognized codes. If you answer Yes, you will be shown a list of the various organism, antibiotic, specimen type, location, gender, and test result codes that could not be understand. Click on a variable of interest, such as “Organism”, and click Define codes.

    You will subsequently be shown a list of each of the unrecognized code. Select a code and click Define code. For most variables (except Location), you will be asked to select the matching or closest term from a list of WHONET codes. For Location, you will have the option of defining the patient department and type (inpatient, outpatient, ICU, etc.). Continue defining codes until you have defined all, or at least the most important and frequent, data elements. When finished, click “OK”, “OK” to return to the main BacLink screen.

    If you have defined some additional codes, you should then convert the same file a second time in order to include the new code matchings in the converted data file. When finished with BacLink, click Exit.

Now that you have created a valid WHONET file using BacLink and your Meditech data, you can proceed to WHONET. For details on the use of WHONET, consult the manual WHONET 5.0 whonet5manual.doc, as well as available update pages describing the enhancements of further versions of the software.

  1. Creating a laboratory configuration
    To begin using WHONET, you must first create a “Laboratory configuration” with descriptive information about your laboratory -- antibiotics, breakpoints, patient locations, etc. For laboratories not using BacLink, this is typically done with a feature called New laboratory. However, for users of BacLink, there is a shortcut available called Create a laboratory from a data file.

    Double-click on the WHONET icon. You will be shown a list of WHONET laboratories defined on your computer (with the default installation, you will see a single laboratory – “USA Test Hospital”). To access the aforementioned shortcut, click on Cancel. Then click File from the main WHONET menu, and then the option Create a laboratory from a data file.

    You will be requested to indicate your country, laboratory name, and laboratory code. Enter the responses using the same country and laboratory code which you selected in BacLink.

    You will then be requested to select a valid WHONET data file. Search and select for the file which you created above using BacLink. Then click OK. At this point, WHONET will scan the contents of this file – antibiotics, location codes, etc. – and create a valid WHONET laboratory configuration. When requested, you can click Yes if you want to review the details of the configuration. Otherwise, click No, and you can continue with Data analysis.

    Note: After creating the configuration utilizing the here-described shortcut, further edits, such as any modifications to the antibiotic breakpoints, can be done with Modify laboratory.

  2. Using WHONET
    Once you have defined a laboratory configuration, it will appear in the list of laboratories when you enter WHONET. Click on your laboratory name. For data entry or data analysis options, click on Open laboratory. If you wish to modify the laboratory information in the configuration, click on Modify laboratory. For use of the WHONET analysis features, explore the screen display and/or consult the manual.

BacLink and MicroScan LabPro


Open Microscan
Click on Reports

BacLink and MicroScan LabPro

Click on the “Epidemiology” tab on the top right.


BacLink and MicroScan LabPro

Click on “Export to File”
Click on the small dot/triangle in the top right section of the “Export Configuration Tab”

BacLink and MicroScan LabPro

Click on the + sign to create a new Configuration

BacLink and MicroScan LabPro

On the Top of the screen click on the Code field.
Call it “WHONET E”
Click on the Description Field
Call it “WHONET Export”

Click on Specimen Data
Click on “Add” in the middle of the screen. This should move all of the criteria over to the “Selected Data” column.
Click on Patient Data
Click on “Add” in the middle of the screen. This should move all of the criteria over to the “Selected Data” column.

Click on Isolate Data.
Click on “Add” in the middle of the screen. This should move all of the criteria over to the “Selected Data” column.

BacLink and MicroScan LabPro

Click on Antimicrobial Data
Click on MIC/Interpretation
Click on “Add” in the middle of the screen. This should move all of the criteria over to the “Selected Data” column.

On the selected data column remove the following fields (Click the field, then click remove in the middle of the screen)
Patient Comments 1
Patient Comments 2
Patient Comments 3
Patient Comments 4
Patient Comments 5
Patient Free Text
Specimen Comments 1
Specimen Comments 2
Specimen Comments 3
Specimen Comments 4
Specimen Comments 5
Specimen Free Text
Isolate Comments 1
Isolate Comments 2
Isolate Comments 3
Isolate Comments 4
Isolate Comments 5
Isolate Free Text

Click on “Save”

Go back to the main Epidemiology screen.

BacLink and MicroScan LabPro

5) Click on the small dot/triangle in the top right section of the “Stored Queries Tab”

BacLink and MicroScan LabPro

Click on the + sign to create a new Query

BacLink and MicroScan LabPro

Click on the Code Tab and call it WHONET Q
Click on the Description Tab and call it WHONET Query
Click on “Collect Date” and drag it down to the column below it.

BacLink and MicroScan LabPro
BacLink and MicroScan LabPro

On the right hand side change the dates to whatever dates you would like.


BacLink and MicroScan LabPro

On the top left of the screen click on the icon shaped like a floppy disk, the first one on the left right below the word “Data” to save this query.


Go Back to the main Epidemiology screen


BacLink and MicroScan LabPro

Click on “Export”
Save the file.

BacLink and MicroScan LabPro


INTRODUCTION

WHONET is a Windows-based database software developed for the management of microbiology laboratory data and the analysis of antimicrobial susceptibility test results. The software is available from of charge from the World Health Organization website: www.who.int/drugresistance/whonetsoftware, and is available in 16 languages.

Objectives of the software include:

  • enhancing the local use of laboratory data for guiding therapy, assisting infection control, characterizing resistance epidemiology and identifying laboratory testing errors; and

  • promoting collaboration in surveillance activities through the exchange of data

WHONET can be used for manual data entry, especially in laboratories without an existing computer system for microbiology data. For laboratories which do have systems for managing their data, the BacLink software is a valuable tool which facilitates the extraction and conversion of data from a number of different sources into WHONET, avoiding the need to re-enter results. BacLink can convert data from a number of common commercial database and spreadsheet softwares, commercial susceptibility test instruments, and hospital and laboratory information systems. BacLink is also available free of charge from WHO, and downloads and installs automatically along with the WHONET software.

WHONET AND MICROSCAN LABPRO

The purpose of this document is to guide users of the Microscan LabPro identification ana susceptibility test instrument through the export of data to WHONET.

The instructions are divided into four parts:

  1. Downloading and installing WHONET and BacLink
  2. Exporting data from Microscan LabPro
  3. Converting data with BacLink
  4. Getting started with WHONET

The frequency of data conversions depends on the local data analysis needs and interests. Many laboratories find that a weekly or monthly download is adequate for their infection control and quality assurance purposes, while less frequent analysis may be adequate if the principal use of the data is in following trends in resistance and guiding treatment recommendations. Automated daily downloads of data from Microscan LabPro into WHONET is also a possibility, and is described below.

The WHONET and BacLink softwares are available free-of-charge from the World Health Organization website: www.who.int/drugresistance/whonetsoftware You will see a file called: whonet54setup.exe

Double-click on this file, and select “Run”, and follow the installation instructions. This process will install both the WHONET and BacLink softwares, by default into the c:\whonet5 folder. When you complete the installation, you will see icons for WHONET and BacLink on your desktop. Manuals for both softwares can be found in c:\whonet5\docs.

To export the data from LabPro, you will take advantage of LabPro’s interface utility. If you do not have this utility installed, please contact your Dade-Behring representative. In most low-resource countries, this software is available free-of-charge from company representatives.

LabPro’s interface utility is usually used to transfer test results across a cable to a central laboratory information system. Fortunately, it is also possible to use this same utility for transferring data to a text file on the computer’s hard drive. The below instructions describe: 1. how to configure the interface so that the results go to a local text file; and 2. how to run the interface so that the data are “transmitted” to the text file.

Configuring the “interface”

Open LabPro.
Click on the icon for “Utilities”.
Click on “Configuration”. Double-click on “Interface”.

If the system does not respond or if the icon is disabled, it is possible that the “Interface” software is not installed on your instrument. Contact your local MicroScan representative for assistance.

You will see the screen for “Configure Communication Devices”. You will now create a new interface which directs the data output to a file on your computer’s hard drive.

Click on “Device”, “Add”, “LIS”.
On the screen “Device Configuration”, you will see the following options:
Device name – Type a name for the interface, for example the name of your hospital or “WHONET export” or other name of your choosing.
Physical – Change the option “Serial” to the option “File”.
Data Link – LabPro will automatically change the selection to “Null”
Message – LabPro will set this option to “MicroScan”
Click on the row for “Physical”, and then “Configure”.
Under “File Settings”, you can indicate the name of the “Import File Name” and the “Export File Name”.

Since you will be exporting data, the “Export File Name” is of greater importance. The default name suggested by LabPro is “Export.exp”. The default location is the MicroScan\LabPro subdirectory. You may use these defaults or change them to a name of your choice, for example: c:\whonet5\data\export.exp, c:\whonet5\data\MicroScan.txt, etc. When you have indicated the desired name, click “OK”, “OK”.

On the list of devices, your new interface should now appear.

“Transmitting” the data

From the main LabPro screen, click on the icon for the “Interface Monitor”.

You will see the list of devices including the columns “Device Name”, “Status”, “Next Send Time”, “Next Request Time”, and “Error Conditions”.

Click on the file export interface that you have configured. Then click on “Device”, “Transmit Patient Data”. A screen for “Manual Transmit” will appear.

You have the option of selecting the isolates to transmit from the following list of variables: “Admission #”, “Collect Date”, “Individual Specimens with Isolate”, “Isolate Status Date”, “Patient ID”, “Specimen #”, “Specimen Status Date”, “Test Group Status Date”.

Choose the variable that you wish to use for selecting the isolates. Unfortunately, if you select a date field, you cannot select a “From” and “To” date. You may only select isolates from a given date up to the present date using the option “Days prior to transmission date”. If you choose “Specimen #” or “Patient ID”, you may indicate “From” and “To” values.

If you have possibly exported or transmitted these data previously, you should click on the “Retransmit data previously sent” option to ensure that all records are transmitted.

When finished with your selections, click on “Data”, “Transmit”. The system will begin sending the isolates. You can follow the progress of the transmission on the “Interface Monitor” as the Status of the interface changes from “Idle” to “Waiting” to “Sending” and eventually back to “Idle”. During the transfer, you will see the message “Transmitting Data” at the bottom of the window. If you then use “My Computer” or the “Windows Explorer” to look for the file, you will be able to verify that LabPro has created the requested file.

Important Note: If the export file already exists, you will receive a small screen “Confirm” indicating that the file already exists, for example “D:\Microscan\LabPro\Export.exp contains data. Erase?” Unfortunately, this screen may be hidden by the “Interface Monitor” screen with “Status” set to “Waiting”. In this case, the user should either click on the “Confirm” icon which appears at the bottom of the screen on the Windows Task Bar or move the “Interface Monitor” screen so that the question can be seen. To replace the existing file, click on “OK”.

If you do not want to replace the previously existing file, you should rename your file, for example “Export.january2003.exp”. Renaming the file will thus permit you to create a permanent backup of your MicroScan export files.

If you have installed WHONET and BacLink on a different computer, then copy the exported data file to the other computer using a diskette, CD, or USB memory stick.

Other LabPro options

Active Specimen Range
By default, LabPro may only transmit or export “active” specimens. By default, the active specimen range is set to 30 days prior to the current date. To change this option, click on the “Utilities” option, “System”, “Active Specimen Range”. By default, the “Enable Active Specimen Range” option is selected. To remove this feature, remove the check mark. If you wish to use the Active Range feature, you may change the length of the active period by indicating the number of “Preceding Days”. By default, this is set to 30 days.

Export the LabPro code lists
LabPro permits the export of the list of system- and user-defined codes (organisms, anibiotics, specimens, etc.), for example for use in Excel. To export the codes, click on the “Interface Monitor” icon. Click on the “Device” you have configured for file exports. Click on “Device”, “Transmit Custom Data”. You will be given the following choices for the export: “Institutions”, “Isolate Comments”, “Organisms”, “Patient Comments”, “Physicians”, “Services”, “Sources”, “Specimen Comments”, “Techs”, “Drug Tests”, and “Wards”. Click on the desired options, and then on “Transmit”. The data will be transmitted to the export file which you have configured.

Automatic transmissions
Go to “Device Monitor”. Click on Device.
“Device”, “Auto-Communication”
“Enable Auto-Transmit”
Indicate the time or times for the daily transmissions. (To delete a time, use right-button on the time.)
“Search Type”: Admission #, Collect Date, “Isolate Status Date”, “Patient ID”, “Specimen #, “Specimen Status Date”, “Test Group Status Date”.
For dates: “Days prior to transmission date”.
For others: “From”, “To”
Options: “Active specimen only”, “Retransmit data previously sent”

Now that you have created a data file with the desired data, BacLink can be used to convert this export file to the WHONET file format. The below instructions are meant as a quick guide. Detailed instructions can be found in the BacLink manual, baclink2manual.doc, by default in the folder: c:\whonet5\docs.

Start the BacLink program by double-clicking on the BacLink shortcut icon installed on your desktop. The BacLink program screen appears.

CONVERTING THE FILE WITH BACLINK
  1. Configuring BacLink The first time that you use BacLink, you will the tell the software what kind of data file you would like to import, as well as the name and a code for your laboratory.

    Click on the New Format button. The File Format screen opens. From the drop down box, select the Country: for example, United States. Enter the Laboratory Name – the name of your laboratory, for example Boston General Hospital. If you will potentially import data from a number of different sources (LabPro, Cerner, Excel, etc.), you may wish to indicate this in the laboratory name, for example Boston General Hospital (LabPro). Enter up to three characters for the Laboratory Code, for example BGH. The laboratory code that you indicate will be used by BacLink and WHONET as the default file extension for your WHONET data files.

    Click on the File Structure button, and the below screen will appear. Set the selections as follows:

    File Structure – Microscan (Interface)

    File Location – Indicate the folder where you plan to save your LabPro files. c:\whonet5\data is the default location suggested by BacLink, but any convenient location can be used. In many institutions, data files are placed in a folder on a central server.

    File Name – If your downloaded data files will generally end in “.txt”, then leave the default response as “*.txt”. Otherwise, indicate an appropriate filter which will facilitate finding your data files, for example: “*.*”, “*.csv”, “micro*.*”, etc. If the name of the downloaded data file will not change over time, you may indicate the fixed name, for example: “download.txt”

    File Origin – Windows (ANSI)

    Click on the OK button.

    BacLink and MicroScan LabPro

    Though not required, you may wish to click on the New data file button. On this screen, you can indicate the default data File location for your new WHONET files. By default, BacLink will put the WHONET files in the same location as your original LabPro files. You can also indicate the name of the WHONET file that you will create, though it is generally more convenient to give a file name later, just before a file conversion, and not here on this screen. The default WHONET file name will have the three-letter laboratory code as the file extension.
    Click on the OK button.

    Click on Save. Give a name to the BacLink configuration file, which will save the above-indicated user selections, for example “bwh.cfg” or “labpro.cfg”. You may give any valid Windows file name. BacLink will add “.cfg” as a file extension to indicate to BacLink that this is a configuration file.

    Click on Exit. This will return you to the main BacLink screen. Your newly defined file format will appear on the list of formats available to you.

  2. Converting data with BacLink

    Original data file
    From the main BacLink screen, click on the File Format configured in the previous step. On the BacLink 2 screen under “Original data file”, “File name”, select the download file to be converted. Example c:\whonet5\data\jan2003.txt.

    New data file
    Enter a name for the new WHONET data file that you wish to create with your converted data. Example: c:\whonet5\data\jan2003.xxx, where ‘xxx’ refers to your three-letter laboratory code. Your screen should then look similar to the following:

    BacLink and MicroScan LabPro

    Click on Begin Conversion. BacLink begins converting the downloaded delimited file to a WHONET 5 file. BacLink will show you the first three isolates to permit a visual inspection of the accuracy of the conversion. The information from your data file, as read by BacLink, appears to the left of the screen. The information which will be saved in the WHONET file appears to the right of the screen. Where appropriate, WHONET will change your codes and formats to those used by WHONET.

    BacLink and MicroScan LabPro

    If you notice any discrepancies or errors in the field mappings, you may correct these from the main BacLink screen using “Edit format”. Click “Next” to advance through the first three isolates. BacLink will then continue until the file is completely converted.

    If BacLink does not understand some of the data codes in your file, the program asks whether you would like to define the unrecognized codes. If you answer Yes, you will be shown a list of the various organism, antibiotic, specimen type, location, gender, and test result codes that could not be understand. Click on a variable of interest, such as “Organism”, and click Define codes.

    You will subsequently be shown a list of each of the unrecognized code. Select a code and click Define code. For most variables (except Location), you will be asked to select the matching or closest term from a list of WHONET codes. For Location, you will have the option of defining the patient department and type (inpatient, outpatient, ICU, etc.). Continue defining codes until you have defined all, or at least the most important and frequent, data elements. When finished, click “OK”, “OK” to return to the main BacLink screen.

    If you have defined some additional codes, you should then convert the same file a second time in order to include the new code matchings in the converted data file. When finished with BacLink, click Exit.

Now that you have created a valid WHONET file using BacLink and your LabPro data, you can proceed to WHONET. For details on the use of WHONET, consult the manual WHONET 5.0 whonet5manual.doc, as well as available update pages describing the enhancements of further versions of the software

  1. Creating a laboratory configuration
    To begin using WHONET, you must first create a “Laboratory configuration” with descriptive information about your laboratory -- antibiotics, breakpoints, patient locations, etc. For laboratories not using BacLink, this is typically done with a feature called New laboratory. However, for users of BacLink, there is a shortcut available called Create a laboratory from a data file.

    Double-click on the WHONET icon. You will be shown a list of WHONET laboratories defined on your computer (with the default installation, you will see a single laboratory – “USA Test Hospital”). To access the aforementioned shortcut, click on Cancel. Then click File from the main WHONET menu, and then the option Create a laboratory from a data file.

    You will be requested to indicate your country, laboratory name, and laboratory code. Enter the responses using the same country and laboratory code which you selected in BacLink.

    You will then be requested to select a valid WHONET data file. Search and select for the file which you created above using BacLink. Then click OK. At this point, WHONET will scan the contents of this file – antibiotics, location codes, etc. – and create a valid WHONET laboratory configuration. When requested, you can click Yes if you want to review the details of the configuration. Otherwise, click No, and you can continue with Data analysis.

    Note: After creating the configuration utilizing the here-described shortcut, further edits, such as any modifications to the antibiotic breakpoints, can be done with Modify laboratory.

  2. Using WHONET Once you have defined a laboratory configuration, it will appear in the list of laboratories when you enter WHONET. Click on your laboratory name. For data entry or data analysis options, click on Open laboratory. If you wish to modify the laboratory information in the configuration, click on Modify laboratory. For use of the WHONET analysis features, explore the screen display and/or consult the manual.

BacLink and Vitek


INTRODUCTION

WHONET is a Windows-based database software developed for the management of microbiology laboratory data and the analysis of antimicrobial susceptibility test results. The software is available from of charge from the World Health Organization website: www.who.int/drugresistance/whonetsoftware, and is available in 16 languages.

Objectives of the software include:

  • enhancing the local use of laboratory data for guiding therapy, assisting infection control, characterizing resistance epidemiology and identifying laboratory testing errors; and

  • promoting collaboration in surveillance activities through the exchange of data/p>

WHONET can be used for manual data entry, especially in laboratories without an existing computer system for microbiology data. For laboratories which do have systems for managing their data, the BacLink software is a valuable tool which facilitates the extraction and conversion of data from a number of different sources into WHONET, avoiding the need to re-enter results. BacLink can convert data from a number of common commercial database and spreadsheet softwares, commercial susceptibility test instruments, and hospital and laboratory information systems. BacLink is also available free of charge from WHO, and downloads and installs automatically along with the WHONET software.

WHONET AND VITEK

The purpose of this document is to guide users of the Vitek 1 or VItek 2 identification and susceptibility test instrument through the export of data to WHONET. The VItek 2 Compact does not yet have a simple export utility, but the manufacturer is currently developing this as a new feature.

The instructions are divided into four parts:

  1. Downloading and installing WHONET and BacLink
  2. Exporting data from Vitek
  3. Converting data with BacLink
  4. DGetting started with WHONET

The frequency of data conversions depends on the local data analysis needs and interests. Many laboratories find that a weekly or monthly download is adequate for their infection control and quality assurance purposes, while less frequent analysis may be adequate if the principal use of the data is in following trends in resistance and guiding treatment recommendations.

The WHONET and BacLink softwares are available free-of-charge from the World Health Organization website: www.who.int/drugresistance/whonetsoftware You will see a file called: whonet54setup.exe

Double-click on this file, and select “Run”, and follow the installation instructions. This process will install both the WHONET and BacLink softwares, by default into the c:\whonet5 folder. When you complete the installation, you will see icons for WHONET and BacLink on your desktop. Manuals for both softwares can be found in c:\whonet5\docs.

The Vitek system is a UNIX-based system with an interface option which allows the transfer of individual, pending, and final results. The most recent upgrade of the Vitek BioLiaison software ncludes a simple, configurable routine for exporting selected isolates to a DOS-formated diskette.

7.6.1 Vitek export

BASIC
From the bioMérieux – bioLIAISON Main Menu, select Reports, DataTrac, Logbook Report. Enter the selection criteria. Dates, codes, select ‘List…’ (will appear in Black). Uses the local Vitek date format. “Collection date…”

Select Format, Pick, Click on ‘logbook_132.format’. ‘OK’

Click on:
Export…
“Export to floppy” screen
“Please choose a delimiter between fields for the exported file:” choose “|”. “Please give the DOS filename of the export file:” File name: _______ . TXT
Insert diskette
Click on “Export”.
When finished “Export succeeded!”. Click on “OK”.
Click on “Quit” to return to the previous screen.
“File”, “Quit”

ADVANCED
Setup, Formatting, Logbook Report Format
“Formatting Logbook Report Format”
“Setup” or “Report format” Include duplicates Yes/No, Include Test results Yes/No
“File” “New” “Open” “Save” “Selected format” (no spaces) “OK”
L = label
C = code
T = text
watch screen width
if more space needed:
-- remove unneeded fields
-- move fields closer together
-- replace ‘text’ fields by ‘code fields’

Now that you have created a data file with the desired data, BacLink can be used to convert this export file to the WHONET file format. The below instructions are meant as a quick guide. Detailed instructions can be found in the BacLink manual, baclink2manual.doc, by default in the folder: c:\whonet5\docs.

Start the BacLink program by double-clicking on the BacLink shortcut icon installed on your desktop. The BacLink program screen appears.

CONVERTING THE FILE WITH BACLINK
  1. Configuring BacLink
    The first time that you use BacLink, you will the tell the software what kind of data file you would like to import, as well as the name and a code for your laboratory.

    Click on the New Format button. The File Format screen opens. From the drop down box, select the Country: for example, United States.

    Enter the Laboratory Name – the name of your laboratory, for example Boston General Hospital. If you will potentially import data from a number of different sources (LabPro, Cerner, Excel, etc.), you may wish to indicate this in the laboratory name, for example Boston General Hospital (LabPro). Enter up to three characters for the Laboratory Code, for example BGH. The laboratory code that you indicate will be used by BacLink and WHONET as the default file extension for your WHONET data files.

    Click on the File Structure button, and the below screen will appear. Set the selections as follows:

    File Structure – Vitek (Export)
    File Location – Indicate the folder where you plan to save your LabPro files. c:\whonet5\data is the default location suggested by BacLink, but any convenient location can be used. In many institutions, data files are placed in a folder on a central server.
    File Name – If your downloaded data files will generally end in “.txt”, then leave the default response as “*.txt”. Otherwise, indicate an appropriate filter which will facilitate finding your data files, for example: “*.*”, “*.csv”, “micro*.*”, etc. If the name of the downloaded data file will not change over time, you may indicate the fixed name, for example: “download.txt”
    File Origin – Windows (ANSI)

    Click on the OK button.

    CONVERTING THE FILE WITH BACLINK

    Though not required, you may wish to click on the New data file button. On this screen, you can indicate the default data File location for your new WHONET files. By default, BacLink will put the WHONET files in the same location as your original LabPro files. You can also indicate the name of the WHONET file that you will create, though it is generally more convenient to give a file name later, just before a file conversion, and not here on this screen. The default WHONET file name will have the three-letter laboratory code as the file extension. Click on the OK button.

    Click on Save. Give a name to the BacLink configuration file, which will save the above-indicated user selections, for example “bwh.cfg” or “labpro.cfg”. You may give any valid Windows file name. BacLink will add “.cfg” as a file extension to indicate to BacLink that this is a configuration file.

    Click on Exit. This will return you to the main BacLink screen. Your newly defined file format will appear on the list of formats available to you.

  2. Converting data with BacLink

    Original data file
    From the main BacLink screen, click on the File Format configured in the previous step. On the BacLink 2 screen under “Original data file”, “File name”, select the download file to be converted. Example c:\whonet5\data\jan2003.txt.

    New data file
    Enter a name for the new WHONET data file that you wish to create with your converted data. Example: c:\whonet5\data\jan2003.xxx, where ‘xxx’ refers to your three-letter laboratory code. Your screen should then look similar to the following:

    CONVERTING THE FILE WITH BACLINK

    Click on Begin Conversion. BacLink begins converting the downloaded delimited file to a WHONET 5 file. BacLink will show you the first three isolates to permit a visual inspection of the accuracy of the conversion. The information from your data file, as read by BacLink, appears to the left of the screen. The information which will be saved in the WHONET file appears to the right of the screen. Where appropriate, WHONET will change your codes and formats to those used by WHONET.

    CONVERTING THE FILE WITH BACLINK

    If you notice any discrepancies or errors in the field mappings, you may correct these from the main BacLink screen using “Edit format”. Click “Next” to advance through the first three isolates. BacLink will then continue until the file is completely converted.

    If BacLink does not understand some of the data codes in your file, the program asks whether you would like to define the unrecognized codes. If you answer Yes, you will be shown a list of the various organism, antibiotic, specimen type, location, gender, and test result codes that could not be understand. Click on a variable of interest, such as “Organism”, and click Define codes.

    You will subsequently be shown a list of each of the unrecognized code. Select a code and click Define code. For most variables (except Location), you will be asked to select the matching or closest term from a list of WHONET codes. For Location, you will have the option of defining the patient department and type (inpatient, outpatient, ICU, etc.). Continue defining codes until you have defined all, or at least the most important and frequent, data elements. When finished, click “OK”, “OK” to return to the main BacLink screen.

    If you have defined some additional codes, you should then convert the same file a second time in order to include the new code matchings in the converted data file. When finished with BacLink, click Exit.

Now that you have created a valid WHONET file using BacLink and your LabPro data, you can proceed to WHONET. For details on the use of WHONET, consult the manual WHONET 5.0 whonet5manual.doc, as well as available update pages describing the enhancements of further versions of the software.

  1. Creating a laboratory configuration
    To begin using WHONET, you must first create a “Laboratory configuration” with descriptive information about your laboratory -- antibiotics, breakpoints, patient locations, etc. For laboratories not using BacLink, this is typically done with a feature called New laboratory. However, for users of BacLink, there is a shortcut available called Create a laboratory from a data file.

    Double-click on the WHONET icon. You will be shown a list of WHONET laboratories defined on your computer (with the default installation, you will see a single laboratory – “USA Test Hospital”). To access the aforementioned shortcut, click on Cancel. Then click File from the main WHONET menu, and then the option Create a laboratory from a data file.

    You will be requested to indicate your country, laboratory name, and laboratory code. Enter the responses using the same country and laboratory code which you selected in BacLink.

    You will then be requested to select a valid WHONET data file. Search and select for the file which you created above using BacLink. Then click OK. At this point, WHONET will scan the contents of this file – antibiotics, location codes, etc. – and create a valid WHONET laboratory configuration. When requested, you can click Yes if you want to review the details of the configuration. Otherwise, click No, and you can continue with Data analysis.

    Note: After creating the configuration utilizing the here-described shortcut, further edits, such as any modifications to the antibiotic breakpoints, can be done with Modify laboratory.

  2. Using WHONET
    Once you have defined a laboratory configuration, it will appear in the list of laboratories when you enter WHONET. Click on your laboratory name. For data entry or data analysis options, click on Open laboratory. If you wish to modify the laboratory information in the configuration, click on Modify laboratory. For use of the WHONET analysis features, explore the screen display and/or consult the manual.

INSTRUCTIONS FOR DATA CONVERSION


From Vitek 2

INSTRUCTIONS FOR DATA CONVERSION

To WHONET

INSTRUCTIONS FOR DATA CONVERSION

WHONET

Version: January 2009

Index

  • Instructive Passage Software Data WHONET VITEK 2 to 3
  • File creation for export 3
  • Recording file 5
  • BACLINK settings for data import to WHONET 8
  • Import Top 14
  • Using data WHONET 16

Instructive Passage Software Data VITEK 2 to WHONET

File creation for export

Go to the "Toolbox" icon and choose "Import Inactive Isolates" option

INSTRUCTIONS FOR DATA CONVERSION

In the next window choose the date range to pass, it is advisable to choose a month time, also tick the options "MIC" and "Interpretation", finally press on the CD icon and arrow.

INSTRUCTIONS FOR DATA CONVERSION

The software will show us the isolates found within the selected range and ask for confirmation for export A window, which calls the file name to save and the destination location (default folder is Lab Files) appears.

INSTRUCTIONS FOR DATA CONVERSION

It is recommended as name, standard WHONET "wmesañopais" (for example w0109arg January 2009 for a laboratory Argentina)
NOTE: The file is saved with the extension TXT (text file type)

INSTRUCTIONS FOR DATA CONVERSION

The process ended when the "Export Progress" indicator reaches 100%

INSTRUCTIONS FOR DATA CONVERSION

Recording File
Minimize Software Vitek 2 technology (with the sign "_" located in the upper right corner)

INSTRUCTIONS FOR DATA CONVERSION

Go to the icon "LabSuper on Vitek2S" or "My Computer" and double-click it, then double click on the "D: BMXSOFTWARE" unit.
Then find the file in the folder "Lab Files"
Position on the file (w0109arg.txt) and with the right mouse button find the "Send to" option and choose "CD Drive (E :)" option or choose the recorder system.

INSTRUCTIONS FOR DATA CONVERSION

In the lower left side bar when a dialog stating that "you have files waiting to be written on a CD" is displayed

INSTRUCTIONS FOR DATA CONVERSION

Close the current window (with the "X" in the upper right corner), again double-click on the "LabSuper on Vitek2S" icon this time double-click the "CD Drive (E :)" unit

INSTRUCTIONS FOR DATA CONVERSION

To save the file choose "Write These Files to CD".

INSTRUCTIONS FOR DATA CONVERSION

A window with the recording wizard is shown,

Press "Next" or "Cancel"

INSTRUCTIONS FOR DATA CONVERSION

When the process is finished, the next window informing the successful recording is shown. Press "Finish" to finish.

INSTRUCTIONS FOR DATA CONVERSION

BACLINK settings for data import to WHONET
Using the CD with the information (data month) on the computer that has installed the software WHONET.
NOTE: When installing WHONET, a complementary program called BACLINK, which serves to import data from other systems installed.
BACLINK run by double clicking on its icon.
Then the next screen will be displayed.
As a first action, click the "Select language" button, and choose the first "Messages" field, the "Spanish" option and press the "OK" button to translate the software into Spanish BacLink

INSTRUCTIONS FOR DATA CONVERSION

Press the "New Format"
Complete data on the next screen with the "Country", "Name Hospital" and a "code" of three letters that will be used later in the software WHONET
In this case example: Argentina - Htal. Vitek 2c - VT2
Press the button "File Structure"

INSTRUCTIONS FOR DATA CONVERSION

On the next screen, press the "Antibiotics" button

INSTRUCTIONS FOR DATA CONVERSION

In the configuration window of antibiotics select options, as shown in the next figure and then click "OK":

INSTRUCTIONS FOR DATA CONVERSION

Back in the main configuration window select "Yes" to the question, if the first row of the file contains the name of the data fields and press the "Data Fields" button

INSTRUCTIONS FOR DATA CONVERSION

In the Data Fields window click "Select a data file example"

INSTRUCTIONS FOR DATA CONVERSION

VITEK locate the file on the CD appropriate and then press
"To open"

INSTRUCTIONS FOR DATA CONVERSION

In the next window should associate with their corresponding fields VITEK equivalence of WHONET using the "=" button, the list of fields belongs to WHONET left and the right to list the VITEK fields. (Some fields will not associate )

INSTRUCTIONS FOR DATA CONVERSION

Associating fields are:

Campos Campos WHONET VITEK
Lab Sample ID Number
Isolate NONE Number
Full Name Patient Name
Patient Identification Number ID
Patient Location Location
NONE Type Specimen
Sample Type Specimen Source
Sample Collection Date Date
Testing NONE Date
Organism Organism Name
NONE Organism Code
Bio NONE Number
NONE Percent Probability
NONE ID Confidence

In the case of antibiotics, follow these steps:

INSTRUCTIONS FOR DATA CONVERSION

Choosing an antibiotic from the right list (VITEK) and match it with the left list (WHONET) field "Result of antibiotic 1", then define the "Define" button (add a WHONET code listing). In the list WHONET, repeated antibiotics appear, in the case of VITEK 2 (dilution (CIM)), you can choose any name (code) that corresponds to associate with the drug. Press "OK" to complete the association.

INSTRUCTIONS FOR DATA CONVERSION

For the next antibiotic, press the "Add" button in the list WHONET, "Result of antibiotic 2" will be added, again repeating the above steps for each of the VITEK antibiotics (with or without results), verify that no antibiotics remain unassociated or undefined, otherwise the BACLINK, report an error and you should review the list of association again.
Note: Only dilutions should be linked. At the moment WHONET not accept interpretations.
At the end of relations fields, press the "OK" button to exit the section antibiotics and again "OK" to exit the file structure.
Again in the configuration screen, click on the "Codes and dates" button,

INSTRUCTIONS FOR DATA CONVERSION

in the next window.

INSTRUCTIONS FOR DATA CONVERSION

In the area dates, place "Sample Date" and "Date of Birth" in the "Y-M-D" (year-month-day), then press "OK"
In the Setup window click the "Save" button. You must assign a file name configuration. The file is saved by default in the C: \ WHONET5 with the extension ".cfg". Finally press the "Exit" button.
NOTE: The above processes for setting BacLink only be performed only once.

Top Import
On the main screen BACLINK, select the previous setting.

INSTRUCTIONS FOR DATA CONVERSION

VITEK2 choose the file name for the import saved on the CD. Using the Browse button. (Example: w0109arg.txt)
In the box "New data file" choose the file name become WHONET format. (Example: w0109arg.vt2, data January 2009 Argentina laboratory with VT2 code)
Then click on the "Start Conversion" button, and press the "Next" button three times. When you finish it, reports the successful conversion with a window, which reports the number of isolates converted.

INSTRUCTIONS FOR DATA CONVERSION

During the first few times BACLINK, show a window asking if you want to review new codes were not recognized. And therefore they were not converted.

INSTRUCTIONS FOR DATA CONVERSION

For data to be entered in the WHONET file, you should review the new codes, responding affirmatively.
In the next window. Choose the data fields and define them.
For example, for new codes of microorganisms, shading with the mouse the microorganism field and click on the "Define codes" button.

INSTRUCTIONS FOR DATA CONVERSION

In the next window, in the left list, all unrecognized microorganisms are displayed, select one by one and then press the "Define code"

INSTRUCTIONS FOR DATA CONVERSION

Finally, a list is displayed to choose the microorganism corresponding to WHONET. Delete the "Search" and put the first letters of the genus of the microorganism.

Select it with the mouse and press "OK"

INSTRUCTIONS FOR DATA CONVERSION

Repeat the above operation for all unrecognized microorganisms.
Once finished the recognition of microorganisms. Perform the above steps for all unrecognized in the fields, "Sample Type", "Locations" and "Antibiotics" codes, if necessary.
When there are or wish not define more fields (remember that undefined codes will not be imported). Repeat the conversion operation again.
Ignore the two (2) warnings that indicate the file deletion, as it will be replaced with a new one containing the new codes defined.

INSTRUCTIONS FOR DATA CONVERSION

NOTE: The file will be saved in the folder C: WHONET5 \ DATA

Using data WHONET
In case you have set up a laboratory in WHONET software, you must create a basic configuration lab. To do this, follow these steps:
WHONET open the program by double clicking the WHONET 54 or 55 INSTRUCTIONS FOR DATA CONVERSION Press "Cancel" on the first screen.

In the "File" menu option press the "Create a laboratory from a data file"

INSTRUCTIONS FOR DATA CONVERSION

In the next window should complete the information, "Country", "Laboratory name" and "Code". Complete information, with the same data entered in the configuration BacLink, then press "OK".

INSTRUCTIONS FOR DATA CONVERSION

Then the file and the location of it is requested. Locate the file is converted by BacLink (in the w0109arg.vt2 example)

INSTRUCTIONS FOR DATA CONVERSION

Finally, he asks, if you want to review the configuration of the new laboratory.

INSTRUCTIONS FOR DATA CONVERSION

No need to review the configuration to start using data WHONET.
Upon completion of this action, WHONET, enable the options "Data Entry" and "Data Analysis"

INSTRUCTIONS FOR DATA CONVERSION

The action of creating the laboratory setting is necessary only do it once. From the creation of it, it can e used for future converted files.

BacLink and BD EpiCenterTM and BD PhoenixTM


INTRODUCTION

WHONET is Windows-based database software developed for the management of microbiology laboratory data and the analysis of antimicrobial susceptibility test results. The software is available from the World Health Organization website: www.who.int/drugresistance/whonetsoftware, and is available in 20 languages.


Objectives of the software include:

  • enhancing the local use of laboratory data for guiding therapy, assisting infection control, characterizing resistance epidemiology and identifying laboratory testing errors
  • promoting collaboration in surveillance activities through the exchange of data

WHONET can be used for manual data entry, especially in laboratories without an existing computer system for microbiology data. For laboratories which do have systems for managing their data, the BacLink software is a valuable tool which facilitates the extraction and conversion of data from a number of different sources into WHONET, avoiding the need to re-enter results. BacLink can convert data from a number of common commercial database and spreadsheet softwares, commercial susceptibility test instruments, and hospital and laboratory information systems. BacLink, available free of charge from WHO, downloads and installs automatically along with the WHONET software.


WHONET WITH BD EpiCenter™ and BD PHOENIX™


The purpose of this document is to guide users through the process of exporting identification and antimicrobial susceptibility test (AST) data from the BD EpiCenterTM, for import into WHONET. The ID/AST results are generated by the BD Phoenix™ instrument which is connected to the BD EpiCenter™ data management system.

The instructions are divided into four parts:

  1. Downloading and installing WHONET and BacLink
  2. Exporting data from BD EpiCenterTM
  3. Converting data with BacLink
  4. Getting started with WHONET

The frequency of data conversions depends on the local data analysis needs and interests. Many laboratories find that a weekly or monthly download is adequate for their infection control and quality assurance purposes, while less frequent analysis may be adequate if the principal use of the data is in following trends in resistance and guiding treatment recommendations.

The WHONET and BacLink softwares are available free-of-charge from the World Health Organization website: www.who.int/drugresistance/whonetsoftware

Create a WHONET account and download the latest WHONET setup file. Double-click the setup file, and select “Run” and follow the installation instructions. This process will install both the WHONET and BacLink softwares by default into the c:\whonet5 folder When you complete the installation you will see icons for WHONET and BacLink on your desktop. Manuals for both softwares can be found in c:\whonet5\docs.

The BD EpiCenterTM is clinical data management software which allows the export of BD PhoenixTM AST results to WHONET. BD EpiCenterTM software version 6.60 or above is required for this process to work.
BD EpiCenterTM data export

- Launch BD EpiCenterTM (V6.60 or above) and log in.
- Select the “DataView” reporting module from Toolbar.

EXPORTING DATA FROM BD EPICENTERTM

- Select the predefined data filter in the following location “Predefined3-WHONET Data ExportWHONET Data Export” and press “Run”.

EXPORTING DATA FROM BD EPICENTERTM

- Enter the appropriate filter criteria to limit the data returned, and press “Run”.

EXPORTING DATA FROM BD EPICENTERTM

- When the result data has been displayed, click the “Print Preview” option and then select the option to export data to Tab separated text file. File name and export file location will be suggested but can be modified before saving.

EXPORTING DATA FROM BD EPICENTERTM

For more assistance, refer to the BD EpiCenterTM online help.

Now that you have created a data file with the desired data, BacLink can be used to convert this export file to the WHONET file format. The instructions below are a quick guide.
Start the BacLink program by double-clicking on the BacLink shortcut icon installed on your desktop. The BacLink program screen appears.

CONVERTING THE FILE WITH BacLink
  1. Configuring BacLink
    The first time BacLink is used, choose the kind of data file you would like to import, as well as the name and a code for your laboratory.

    Click on the New Format button. The File Format screen opens. From the drop down box, select the Country: for example, United States. Enter the Laboratory Name – the name of your laboratory, for example Boston General Hospital. If data could be imported from a number of different sources you may wish to indicate this in the laboratory name, for example Boston General Hospital (Phoenix). Enter up to three characters for the Laboratory Code, for example BGH. The laboratory code entered will be used by BacLink and WHONET as the default file extension for your WHONET data files.

    Click on the File Structure button, and the below screen will appear. Set the selections as follows:

    CONVERTING THE FILE WITH BacLink

    File Structure – BD EpiCenter

    File Location – Indicate the folder where the WHONET files will be saved. c:\whonet5\data is the default location suggested by BacLink, but any convenient location can be used. In many institutions, data files are placed in a folder on a central server.

    File Name – *.txt

    File Origin – Windows (ANSI)

    Click on the OK button.

    CONVERTING THE FILE WITH BacLink

    Though not required, you may wish to click on the New data file button. On this screen, you can indicate the default data File location for your new WHONET files. You can indicate the name of the WHONET file that you will create, though it is generally more convenient to give a file name later, just before a file conversion, and not here on this screen. The default WHONET file name will have the three-letter laboratory code as the file extension.
    Click on the OK button.

    Click on Save. Give a name to the BacLink configuration file, which will save the above-indicated user selections, for example “bgh.cfg”. You may give any valid Windows file name. BacLink will add “.cfg” as a file extension to indicate to BacLink that this is a configuration file.

    Click on Exit. This will return you to the main BacLink screen. Your newly defined file format will appear on the list of formats available to you.

  2. Converting data with BacLink
    Original data file
    From the main BacLink screen, click on the File Format configured in the previous step. For “File name”, browse and select the file to be converted. Example c:\whonet5\data\WHONET Export20150319.txt.

    New data file
    Enter a name for the new WHONET data file that you wish to create with your converted data. Example: c:\whonet5\data\ WHONET Export20150319.xxx, where ‘xxx’ refers to your three-letter laboratory code. Your screen should look similar to the following:

    CONVERTING THE FILE WITH BacLink

    Click on Begin Conversion. BacLink begins converting the selected Tab delimited text file to a WHONET 5 file. BacLink will display the first three isolates to permit a visual inspection of the accuracy of the conversion. The information from your data file, as read by BacLink, appears to the left of the screen. The information which will be saved in the WHONET file appears to the right of the screen. Where appropriate, WHONET will change your codes and formats to those used by WHONET.

    CONVERTING THE FILE WITH BacLink

    If you notice any discrepancies or errors in the field mappings, you may correct these from the main BacLink screen using “Edit format”. Click “Next” to advance through the first three isolates. BacLink will then continue until the file is completely converted.

    If BacLink does not understand some of the data codes in your file, the program asks whether you would like to define the unrecognized codes. If you answer Yes, you will be shown a list of the various organism, antibiotic, specimen type, location, gender, and test result codes that could not be understand. Click on a variable of interest, such as “Organism”, and click Define codes.

    You will subsequently be shown a list of each of the unrecognized code. Select a code and click Define code. For most variables (except Location), you will be asked to select the matching or closest term from a list of WHONET codes. For Location you will have the option of defining the patient department and type (inpatient, outpatient, ICU, etc.). Continue defining codes until you have defined all, or at least the most important and frequent, data elements. When finished click “OK”, then “OK” again to return to the main BacLink screen.

    If you have defined some additional codes, you should then convert the same file a second time in order to include the new code matchings in the converted data file. When finished with BacLink, click Exit.

Now that you have created a valid WHONET file using BacLink and your BD EpiCenterTM data, you can proceed to WHONET. For details on the use of WHONET, consult the manual WHONET 5.0 whonet5manual.doc, as well as available update pages describing the enhancements of further versions of the software.

  1. Creating a laboratory configuration
    To begin using WHONET, you must first create a “Laboratory configuration” with descriptive information about your laboratory -- antibiotics, breakpoints, patient locations, etc. For laboratories not using BacLink, this is typically done with a feature called New laboratory. However, for users of BacLink, there is a shortcut available called Create a laboratory from a data file.

    Double-click on the WHONET icon. You will be shown a list of WHONET laboratories defined on your computer (with the default installation, you will see a single laboratory – “USA Test Hospital”). To access the aforementioned shortcut, click on Cancel. Then click File from the main WHONET menu, and then the option Create a laboratory from a data file.

    You will be asked to indicate your country, laboratory name, and laboratory code. Enter the responses using the same country and laboratory code which you selected in BacLink

    You will then be requested to select a valid WHONET data file. Search for and select the file created above using BacLink. Then click OK. At this point, WHONET will scan the contents of this file – antibiotics, location codes, etc. – and create a valid WHONET laboratory configuration. When requested, you can click Yes if you want to review the details of the configuration. Otherwise, click No, and continue with Data analysis.

    Note: After creating the configuration utilizing the here-described shortcut, further edits, such as any modifications to the antibiotic breakpoints, can be done with Modify laboratory.

  2. Using WHONET Once you have defined a laboratory configuration, it will appear in the list of laboratories when you enter WHONET. Click on your laboratory name. For data entry or data analysis options, click on Open laboratory. If you wish to modify the laboratory information in the configuration, click on Modify laboratory. For use of the WHONET analysis features, explore the screen display and/or consult the manual.

We have explored two ways to export data from the Vitek Observa system.
Option 1: Use the standard “Accession Report”
Option 2: Create a user-defined “List Report”


In principle, Option 1 would be simpler for the user to implement and more standardized between facilities. However, we have found it to be extremely slow, so we have decided to focus on the second approach.


Create a user-defined “List Report”’ - Summary
Step 1: Configure a new report format for “WHONET” with the desired data fields
Step 2: Choose the isolates that to export
Step 3: Export these isolates to a text file using the “WHONET” report format


Step 1: Configure a new report format for “WHONET”
1.1 Log into Observa as an administrator/supervisor.
1.2 Click on “File”, “Configuration”, “Reports”,
1.3 Click “New”. For the new report name, enter “WHONET”.
1.4 This will give you a blank report. For “Style”, select “List Report”
1.5 Click on “Add” to begin adding new data fields. From the list of “Data Fields”, select the fields listed below one at a time.
-- Choose a field from the drop down list
-- For column heading, enter the field names as given here
-- Click “Save”. This will move the selection to your list of data fields
-- Click “Add” to continue with the next field. (Note – it is easy to forget to click “Add”. If you do, you will end up modifying the previous field. So please remember to click “Save” and then “Add” to move onto the next field.)


Field list
Accession Number
Admission Date
Antibiotic Name
Bionumber
Birth Date
Clinical Service
Date Collected
Diameter
Final Category
Final MIC
First Name
Gender
Health Care Facility
Isolate Number
Location
Nursing Service
Organism Name
Patient ID
Probability
Source
Specimen Site
Test Type


The sequence of fields does not matter, and feel free to leave out fields that are of no interest to you. This configuration step only needs to be done one time to create a “WHONET” export format.


Step 2: Choose the isolates that you want to export
2.1 Click on “Reports”, “Data Management”
2.2 Select “Search for Specimens by Data Collected”. Enter the desired dates, for example 01/01/2010 through 01/31/2010. Note: Unfortunately, Observa has a maximum of 4000 samples that you can see at once. If you receive a message about “too many records”, please choose a shorter timer period and try again.
2.3 Click “Run”. This will generate a list of samples from the desired time period.


Step 3: Export these isolates to a text file using the “WHONET” report format
3.1 Click on “Run Report”.
3.2 Choose “WHONET” as the report format, and click “Export”.
3.3 Choose a file name and location, for example “January 2010.txt”or “2010-01.txt”. For example, you can save the file to the desktop or directly to a USB Memory Stick. Click on “OK”’.
3.4 This may take several minutes to run, for example 5-10 minutes. When it is finished, unfortunately, you do not receive a confirmation from Observa. If you wait sufficient, time then it will eventually finish. If you want a direct confirmation that the file is finished, click on the Observa “log”window. You will eventually see a message similar to “Current report 99999 has been cleared”. This message indicates that the file export has been completed.


If you have more data that you would like to export, return to Step 2 and choose a new time period. Note: Remember to click “Run” to update the list of specimens. If you forget to do this, Observa will continue with the same list of specimens that you had previously.


Figures

Step 1.1

AST Vitek Observa

Step 1.3

AST Vitek Observa

Step 1.4

AST Vitek Observa

Step 1.5

AST Vitek Observa

Step 2.2

AST Vitek Observa

Step 2.3

AST Vitek Observa

Step 2.5

AST Vitek Observa

Step 2.6

AST Vitek Observa

Step 3.4

AST Vitek Observa

Merged Sunquest - SQL Statement

SELECT MC_Order_View.PtNumber, MC_Order_View.PtName,
MC_Order_View.AccNumber, MC_Order_View.CollDateODBC,
MC_Order_View.FinalDateODBC, MC_Order_View.Specimen_Translation,
MC_Order_View.BatCode, MC_Order_View.Organism_Translation,
MC_Order_View.SuscepMethod, MC_Order_View.DrugCode,
MC_Order_View.DrugName, MC_Order_View.DrugResult,
MC_Order_View.ZoneSizeMIC, MC_Order_View.PtSex,
MC_Order_View.BirthdateODBC, MC_Order_View.PtLoc,
MC_Order_View.HospCode MC_Order_View.AccNumber, MC_Order_View.Birthdate,
MC_Order_View.PtNumber, MC_Order_View.OrgCode,
MC_Order_View.AdmitDateODBC, MC_Order_View.CollDateDJ,
MC_Order_View.ResultInterp


FROM SYSTEM.MC_Order_View MC_Order_View


WHERE (MC_Order_View.FinalDateODBC>={d '2010-01-01'} AND MC_Order_View.FinalDateODBC<={d '2010-12-31'})


-------SAMPLES BELOW------


Baltimore-Washington Hospital


SELECT MC_Order_View.PtNumber, MC_Order_View.PtName,
MC_Order_View.AccNumber, MC_Order_View.CollDateODBC,
MC_Order_View.FinalDateODBC, MC_Order_View.Specimen_Translation,
MC_Order_View.BatCode, MC_Order_View.Organism_Translation,
MC_Order_View.SuscepMethod, MC_Order_View.DrugCode,
MC_Order_View.DrugName, MC_Order_View.DrugResult,
MC_Order_View.ZoneSizeMIC, MC_Order_View.PtSex,
MC_Order_View.BirthdateODBC, MC_Order_View.PtLoc,
MC_Order_View.HospCode


FROM SYSTEM.MC_Order_View MC_Order_View

WHERE (MC_Order_View.FinalDateODBC>={d '2010-01-01'} AND MC_Order_View.FinalDateODBC<={d '2010-12-31'})


Children’s National Medical Center


SELECT U_CHW_MC_ORDER_View.AccNumber, U_CHW_MC_ORDER_View.Birthdate,
U_CHW_MC_ORDER_View.HospCode, U_CHW_MC_ORDER_View.PtLoc,
U_CHW_MC_ORDER_View.PtName, U_CHW_MC_ORDER_View.PtNumber,
U_CHW_MC_ORDER_View.FinalDateODBC, U_CHW_MC_ORDER_View.OrgCode,
U_CHW_MC_ORDER_View.AdmitDateODBC, U_CHW_MC_ORDER_View.CollDateDJ,
U_CHW_MC_ORDER_View.CollDateODBC, U_CHW_MC_ORDER_View.DrugCode,
U_CHW_MC_ORDER_View.DrugResult, U_CHW_MC_ORDER_View.ResultInterp,
U_CHW_MC_ORDER_View.Specimen_Translation


FROM SYSTEM.U_CHW_MC_ORDER_View U_CHW_MC_ORDER_View


WHERE U_CHW_MC_ORDER_View.OrgCode='SAURE' AND U_CHW_MC_ORDER_View.CollDateODBC>={d '2000-01-01'} AND (U_CHW_MC_ORDER_View.DrugCode='OXACIL' OR U_CHW_MC_ORDER_View.DrugCode='CLINDA')


ORDER BY U_CHW_MC_ORDER_View.PtLoc


Stanford University Medical Center


SELECT MC_Order_View.PtNumber, MC_Order_View.PtLoc, MC_Order_View.SuscepMethod,
MC_Order_View.DrugCode, MC_Order_View.DrugResult, MC_Order_View.AccNumber,
MC_Order_View.PtName, MC_Order_View.PtSex, MC_Order_View.BirthdateODBC,
MC_Order_View.FinalDateODBC, MC_Order_View.CollDateODBC,
MC_Order_View.Specimen_Translation, MC_Order_View.Organism_Translation, MC_Order_View.ZoneSizeMIC, MC_Order_View.DrugName, MC_Order_View.AdmitDateODBC


FROM SYSTEM.UUCI_MC_Order_View MC_Order_View


WHERE (MC_Order_View.CollDateODBC>={d '2008-03-01'} AND MC_Order_View.CollDateODBC<={d '2008-03-31'})


Sample Sunquest Queries for Microbiology test results


These queries are typically used within Crystal Reports (see second page). The date parameter reflects the time period. For NHSN reporting the period is usually monthly. For Tennessee State ELR reporting the period is daily.


Sample 1


SELECT U_CHW_MC_ORDER_View.AccNumber, U_CHW_MC_ORDER_View.Birthdate,
U_CHW_MC_ORDER_View.HospCode, U_CHW_MC_ORDER_View.PtLoc,
U_CHW_MC_ORDER_View.PtName, U_CHW_MC_ORDER_View.PtNumber,
U_CHW_MC_ORDER_View.FinalDateODBC, U_CHW_MC_ORDER_View.OrgCode,
U_CHW_MC_ORDER_View.AdmitDateODBC, U_CHW_MC_ORDER_View.CollDateDJ,
U_CHW_MC_ORDER_View.CollDateODBC, U_CHW_MC_ORDER_View.DrugCode,
U_CHW_MC_ORDER_View.DrugResult, U_CHW_MC_ORDER_View.ResultInterp,
U_CHW_MC_ORDER_View.Specimen_Translation

FROM SYSTEM.U_CHW_MC_ORDER_View U_CHW_MC_ORDER_View WHERE U_CHW_MC_ORDER_View.OrgCode='SAURE' AND U_CHW_MC_ORDER_View.CollDateODBC>={d '2000-01-01'} AND (U_CHW_MC_ORDER_View.DrugCode='OXACIL' OR U_CHW_MC_ORDER_View.DrugCode='CLINDA') ORDER BY U_CHW_MC_ORDER_View.PtLoc


Sample2


SELECT MC_Order_View.PtNumber, MC_Order_View.PtLoc, MC_Order_View.SuscepMethod,
MC_Order_View.DrugCode, MC_Order_View.DrugResult, MC_Order_View.AccNumber,
MC_Order_View.PtName, MC_Order_View.PtSex, MC_Order_View.BirthdateODBC,
MC_Order_View.FinalDateODBC, MC_Order_View.CollDateODBC, MC_Order_View.Specimen_Translation,
MC_Order_View.Organism_Translation, MC_Order_View.ZoneSizeMIC, MC_Order_View.DrugName, MC_Order_View.AdmitDateODBC
FROM SYSTEM.UUCI_MC_Order_View MC_Order_View
WHERE (MC_Order_View.CollDateODBC>={d '2008-03-01'} AND
MC_Order_View.CollDateODBC<={d '2008-03-31'})