Challenges in System Integration in Public Health

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Challenges in System Integration in Public Health Deborah J. Walker, Ph.D. Robert Brackbill, Ph.D. Jessica Leighton, Ph.D. Paul Schaeffer, MPA New York City Department of Health e-mail : dwalker@health.nyc.gov Noam H. Arzt, Ph.D. HLN Consulting, LLC e-mail : arzt@hln.com American Public Health Association 129 th Annual Meeting October 21-25, 2001 Atlanta, GA Objectives To identify challenges faced by NYC in its integration of childhood lead and immunization registries To discuss strategies for overcoming these common challenges 1

Integration Project Create a Master Child Index (MCI) - a NYC Child Health Registry Integrate Data from: Citywide Immunization Registry (CIR) Lead Quest Registry (LQ) Vital birth records (~ 125,000/yr) Rationale for Integration of the Registries CIR and LQ target same population All NYC children - primarily ages 0-7 years CIR and LQ now separate systems: Difficult to relate data for same child across systems Missed opportunities for identifying children in need of immunizations and/or lead blood level screening Providers have access to CIR immunizations but lack access to blood lead level tests 2

Citywide Immunization Registry (CIR) Contains demographics and immunizations of children up to 21 years of age Contains > 1.5 million children and > 11.6 million immunizations Lead Poisoning & Prevention Registry: Lead Quest Contains demographics, blood lead level test results and case events of children up to 18 years old Contains ~ 1.7 million children and > 3.9 million blood lead level tests MCI Project Participants Vendors HLN Consulting - CIR vendor DSI LQ vendor Choicemaker Technologies MEDD record de-duplication program NYC DOH programs and offices Citywide Immunization Registry Lead Poisoning and Prevention Program Surveillance and Epidemiology MIS Others - Vital Statistics, Immunization, Health Care Access 3

Master Child Index MCI Database (Oracle) MCI Database Server (Unix) MCI Administration Tools (VB Application) MCI Core Services Win 2000 CORBA Servers (MCI, Geo-Support, MEDD) CIR Database Server (UNIX) CIR Database (Oracle) CIR Front End Applications: Power Builder, Query,Web LQ Database Server (NT) LQ Database (SQL Server) LQ Front End Power Builder Application Current Project Activities Developing the MCI Core Services Interapplication Communications - CORBA Core business rules Identify and retrieve records Add, delete, modify, update records MCI administration & security tools MEDD: Record Matching & merging program Geosupport: : Address Geocoding program Creating MEDD training data: CIR & LQ staff human reviewing pairs MEDD will learn human merging rules Geocoding CIR addresses (~3-4 million) De-duping CIR records 4

Remaining MCI Tasks Develop MCI core functions & services Load initial data from CIR & LQ Develop query & admin tools Synchronize CIR & LQ into MCI Generate MCI ID s for linking registries Deploy MCI Early 2002 Challenges Organizational: : Multi-vendor and multi-doh program project Technical: : Selection of Middleware software used to allow systems to communicate given a heterogeneous computing environment Operational: : Integrating but maintaining business as usual 5

Organizational Challenges Two DOH programs Three vendors Two existing childhood registries CIR & LQ Large core group ~20 with differing objectives for MCI Devoting sufficient DOH program staff and resources given other commitments Key Issues Synchronizing all the sub-teams Differences in vendor work styles Leveraging the strengths - while minimizing the impact of the weaknesses - of each participating organization Holding each vendor accountable for their own work Management by consensus 6

Strategies Lots of meetings! Bi-weekly project status meeting Weekly DOH cross-program meeting Frequent business rules or small team meetings Vendor-only meetings Strategies (continued) Technology Assistance Detailed project website Various e-mail distribution lists Separate development environments for each vendor Bi-weekly status reports from vendors Detailed meeting minutes circulated and posted 7

Strategies (continued) Unified project management from DOH Separate contracts and budgets for main 2 vendors Joint project plan and timetable Joint deliverables where appropriate Operational Challenges Existing systems in production during this project One existing registry (CIR) is undergoing major functional enhancements and server platform migration New, unknown tasks and responsibilities likely to emerge 8

Strategies Use same vendors for integration project as those supporting/ developing existing systems Carefully synchronize project plans Develop in phases Plan for new functions and activities Technological Challenges CIR & LQ contain different data elements - need for common MCI data elements CIR & LQ apply different business rules to matching/updating records - need for common MCI rules Heterogeneous hardware and software used by CIR and LQ need for middleware software to allow systems to communicate 9

Key Issue and Strategies Selection of Middleware software Established criteria for products Identified candidate technologies Researched products Contacted references users Set-up product test beds for experimentation Middleware Software Outcome: Key to Integration CORBA selected due to: Multi-language support for best future compatibility and flexibility Existence of CORBA Med specification Product maturity Compatible with good security practices 10

Strategies Lots of meetings! Leverage existing products and standards Be open to new ideas Leverage strengths of vendors and programs Develop explicit criteria for deliverables Conclusions Important to maintain program involvement and support on an integration project Because a project of this complexity is risky, fact finding and consensus building are vital to its success Important to stay focused on project goals while maintaining flexibility and openness to new ideas 11