MyResearch @ UCSF

1. MyResearch @ UCSF MyResearch 101 Powered by Presented by warren.steele@ucsf.edu415-476-9830 ITS - Academic Research Systems Contact ITS Help Desk 514-4100 email its-arssupport@ucsf.edu

2. Academic Research System (ARS) Services • MyResearch • Secure, HIPAA compliant web-based environment for the storage, sharing, and analysis of PHI and RHI. • Research Electronic Data Capture (REDCap). • Secure, HIPAA compliant web-based system for research surveys and databases • Clinical Data Research Consulting Services. • The extraction of data from the UCSF Medical Center APeX EMR • The extraction of data from the SFGH Lifetime Clinical Record

3. MyResearch Objectives What we will be covering today: • MyResearch – Why was MyResearch created? • Cloud Computing • MyResearch Overview • Starting a MyResearch Session

4. MyResearch Objectives – Cont’d What we will be covering today: • MyResearch Tools and Applications • File Transfer Tool • SharePoint • Cohort Selection Tool

5. MyResearch Objectives – Cont’d What we will be covering today: • UC ReX Data Explorer Tool • Printing from MyResearch • Setting Folder Permissions

6. Why was MyResearch created? • Conceived and developed here at UCSF after repeated thefts of research computers and laptops not properly encrypted, and frequently containing patient and other sensitive data and information. • Developed to serve as a powerful, yet convenient, collaborative, and affordable tool to facilitate the research process for UCSF investigators, their research teams and non-UCSF collaborators.

7. What is Cloud Computing? Cloud Computing is the practice of using a network of remote servers hosted on the Internet to store, manage, and process data, rather than using a local server or personal computer (PC). The Cloud Remote Network Server Your Local Computer

8. How MyResearch Uses Cloud Computing (The Cloud within the cloud) Your Local Computer MyResearch.ucsf.edu (The Cloud) Your Virtual Desktop • MyResearch contains: • File Management Tool = A HIPAA compliant Virtual Desktop • File Transfer Tool = Upload or transfer your files from your personal desktop to MyResearch • SharePoint = A Microsoft web application for web content/document management

9. What is MyResearch? • MyResearch is a complete virtual desktop. • Applications such as MS Office Suite 2010, SAS, STATA, SPSS, and other research tools are included, with frequent updates. • The Computer folders are used to create/move folders and files within the MyResearch environment (formally the File Management Tool). • Web-based MS SharePoint enables collaboration.

10. What is MyResearch? • The File Transfer Tool enables local data files to be uploaded to MyResearch; there is no need to store any sensitive data on your local desk- or laptop anymore. • MyResearch is available to PC, Mac and Linux users and can be accessed remotely with a Campus username and password. It can be used on hand-held devices such as tablets and iPhones. • MyResearch is free of charge.

11. Starting a MyResearch Session You will need to Install the VMware View Client : Visit this link https://myresearch.ucsf.edu/try-new-myresearch-client and click on “VMware View Client Install for detailed instructions

12. MyResearch Tools & Applications 1 Tools Portal 2 Shared Drive(s)0 Your Virtual desktop. The Tools Portal (the window on the left) is usually open and maximized when you first sign in. If not, open the Tools Portal by clicking on the IE icon on the bottom tool bar. To find existing, uploaded data, click the Windows Explorer icon, then click Computer. Shared data will be in a shared drive, personal data will be in Documents. 2 Shared Drive(s) 1 Tools Portal

13. Upload Documents using the File Transfer Tool Visit this web address https://myresearch.ucsf.edu/try-new-myresearch-client Temporary work-around • Select “UCSF users” or “non-UCSF users” to open the File Transfer Tool. • Enter the same username and password you used to sign into MyResearch.

14. File Transfer Tool The File Transfer Tool A B A is your local computer B is your MyResearch site shared drives Double click your folders to open them first, then drag and drop files/folders from one environment to the other.

15. Collaborating with SharePoint In your Tools Portal window, click the SharePoint icon

16. Network Drives and SharePoint Read/Write No Specialized Permissions Read/Write No Specialized Permissions

17. SharePoint To locate an existing SharePoint files, click on your project tab, then click Data, select your file from the list.

18. SharePoint – Cont’d To upload files to SharePoint, click on Add document at the bottom of the screen Click the Browse… button, then choose your file from your shared drive(s)

19. Cohort Selection Tool Click on the Cohort Selection Tool icon on your Tools Portal

20. Cohort Selection Tool – Cont’d • The Cohort Selection Tool enables researchers to query the Integrated Data Repository (IDR).  • The IDR currently contains a de-identified copy of the UCSF Medical Center UCare database and the UCSF School of Dentistry Dental Clinic database.  • By utilizing this tool to explore the patient populations contained in these data sources, researchers can test hypotheses and identify potential cohorts.

21. Cohort Selection Tool – Cont’d

22. Cohort Selection Tool – Cont’d A B C D A. Find your search criteria B. Drag and drop your search criteria into the Query Tool C. Previous Queries D. Query results

23. UC ReX Data Explorer Tool • The UC ReX Data Explorer enables researchers to search 12 million de-identified patient records from the 5 UC medical centers with one query. • Contains complete National Institutes of Health (NIH) targeted Enrollment Tables by providing counts of eligible patients by gender, race and ethnicity. • Increases cohort identification for the study of rare disease, expanded your study from a single to a multi-site proposal and helps you obtain coordinated data provisioning support through UC ReX.

24. UC ReX Data Explorer Tool – Cont’d Click on the UC ReX Data Explorer icon on your Tools Portal

25. UC ReX Data Explorer Tool – Cont’d

26. UC ReX Data Explorer Tool – Cont’d

27. UC ReX Data Explorer Tool – Cont’d A. Find your search criteria B. Drag and drop your search criteria into the Query Tool C. Previous Queries D. Query results A B C D

28. Printing from MyResearch • Print as you normally print a document. • Select Adobe from your Printer options. • Name and save the document.

29. Printing from MyResearch – Cont’d Your document is converted to a PDF file and displayed in a tab in the browser you used to connect to MyResearch. From there, you can print it to any printer you have access to from your desktop.

30. Setting Folder Permissions • Access MyResearch. • Click the File Management Tool link.

31. Setting Folder Permissions – Cont’d MyResearch opens two windows, My Computer and My Documents. We will use the My computer window.

32. Setting Folder Permissions – Cont’d • Locate and open the appropriate shared drive. • Right-click on the appropriate folder. • Select Properties.

33. Setting Folder Permissions – Cont’d MyResearch opens the Properties window. • Select the Security tab. • Click the Advanced button.

34. Setting Folder Permissions – Cont’d There are permissions already listed. I will remove these to illustrate how to add users and grant Permission. • Uncheck the Allow inheritable permissions checkbox.

35. Setting Folder Permissions – Cont’d MyResearch displays the Security window. • Click the Copy button.

36. Setting Folder Permissions – Cont’d MyResearch displays the Security window. • Click the Apply button. • Click the OK button.

37. Setting Folder Permissions – Cont’d Group or user names field after all but the SGDAdmins (SGDAdmins) group have been removed. Group/User Names Listed Group/User Names Removed

38. Setting Folder Permissions – Cont’d • Add the appropriate people, you should always add yourself first. The correct format is the appropriate domain, forward slash and the person’s user name, NOT their real name.Example: campus\wsteele • Click the Check Names button.

39. Setting Folder Permissions – Cont’d • Selecting the Full Control option allows a person to do just about anything: Read Write Delete • Click the Check Names button.

40. Setting Folder Permissions – Cont’d • Add additional users following the same name search format (appropriate domain, forward slash and the person’s user name, NOT their real name). If you find multiple names, be sure to select the appropriate name, click the OK button.

41. Setting Folder Permissions – Cont’d In this example, the new user who was added will only have the Permissions automatically selected. • Click the Apply button to assign the Permissions. • After you have entered all the users you want to add to the folder, click the OK button to save and close the folder.

42. Setting Folder Permissions – Cont’d When you select a folder for which you do not have permission, MyResearch displays this warning message.

43. Additional Help and Resources Contact the ARS Team with any comments or questions ITS-ARSsupport@ucsf.edu

44. Additional Help and Resources • The REDCap Consortium website including demonstration/tutorial videos and the REDCap Shared Library are available at => • http://www.project-redcap.org/ • Submit an online request form for a new REDCap user account at => • https://ucsf.service-now.com/ess/order_accounts.do • Assistance with technical issues while using REDCap, please contact • ITS-ARSsupport@ucsf.edu • ITS Help Desk 415-514-4100