How to Use the openEHR Clinical Knowledge Manager

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Safa

Analyst and E-Learning Instructor

Are you struggling to understand the openEHR CKM interface? Here’s a beginner-friendly walkthrough on how to search, view and download clinical artefacts easily.

The openEHR Clinical Knowledge Manager (CKM) is a global repository of archetypes and templates that are maintained and updated by a community of healthcare and informatics professionals. The artefacts in the CKM are open-source and available for use under a Creative Commons license. In this way, the CKM enables the reuse of clinical artefacts, allowing for openEHR to be used as a common standard and language, promoting interoperability.

In this article, we will look at how to navigate and use the CKM, including how to search, view and download clinical artefacts including archetypes, templates and termsets (terminology reference sets). First, let’s take a look at the CKM home screen and identify key panes.

The CKM Dashboard
The CKM Dashboard
  1. The Accordion Menu on the left contains the sections All Resources, Projects & Incubators and New and Modified Resources
  2. On the top right, you can see options to Log In or Register as a new user
  3. The Dashboard contains an overview of key information such as CKM community updates, news, summaries of the artefacts present in the CKM, quick links to all important sections of the portal and a search bar

Registering as a user of the CKM is easy, and a great way to become an active participant in the development and improvement of clinical health artefacts. This registration form opens up on clicking the Register button.

Member Registration Form
Member Registration Form

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Finding the appropriate artefact for your clinical implementation is essential in ensuring data accuracy and meaningful decision making. This way, healthcare data remains standardized and reusable and leads to better interoperability. There are several ways to search for artefacts in the CKM, including, quick search, the find resources tab, the project sub-tab in the find resources tab, the All Resources Pane, and the Project accordion heading in the left panel. We’ll be looking at each of these options one by one.

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The CKM dashboard contains a widget labelled Quick Search, that allows you to search for artefacts with the default search settings. Enter your query into the text box, and click ‘Find Resources’.

Quick Search Widget on CKM Dashboard
Quick Search Widget on CKM Dashboard

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The Find Resources Tab
The Find Resources Tab

To perform a search,

  • Ensure that the ‘Resource’ tab is selected - this is the default selection
  • Enter your search query in the ‘Search for’ field
    • Searches are case sensitive
    • You can use * and ? as wildcards for partial search
  • Set appropriate search parameters such as,
    • ‘Restrict search to main data’ or perform a ‘Complete search’: The former is faster, while the latter also searches individual elements of archetypes
    • Select one or more ‘Resources’ you want to search for, Archetypes, Templates or Termsets
    • Connect search terms using ‘AND’ or ‘OR’. e.g. ‘blood’ AND ‘pressure’ to find ‘blood pressure’
    • Include or restrict ‘Subclasses’ from your search
  • Click Find Resources or hit the Enter key to get search results

You can also search using the Project sub-tab under the find Resources Tab.

Find Resources - Project Sub Tab
Find Resources - Project Sub Tab

Most options remain the same except that you can also select the Subdomain and Project to search within. Selecting the Subdomain will limit the Projects shown in the dropdown.

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The left panel also allows you to search for clinical artefacts, in the search bar indicated by (1) in the image below.

  1. Clicking the funnel icon on the left of the search bar displays all resources, but marks your search results in bold as in the image.
  2. It is also possible to search in this panel by restricting the Subdomain and Project from the dropdowns present above the search bar, indicated by (2).
  3. Additionally, you can filter for archetypes, templates or termsets using the tabs placed below the search pane, indicated by (3).
    Search options in the All Resources panel
    Search options in the All Resources panel

Selecting the Projects & Incubators heading in the same panel, allows you to search by Projects and Subdomains. Your selected options will open up on the right pane.

Searching by projects and subdomains
Searching by projects and subdomains

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Top Menu Bar > Projects
Selecting Projects from the top menu bar
  1. Select Projects from the top menu bar

  2. Select Open Project. This opens up a window with a dropdown menu that lets you select from the projects available

    Open Project Drop Down
    Open Project Drop Down
  3. Selecting a project opens it up in the right pane

    View a project
    View a project

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The CKM offers different ways to view information regarding clinical artefacts such as archetypes, templates and termsets. We’ll look at each of them one by one.

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On selecting an archetype, the default view that opens up is the Tabbed View. By navigating between each tab, you can view the headers, attributes, data, state, protocol, events and reference model of the archetype.

Tabbed View for Archetypes
Tabbed View for Archetypes
![Archetype Tabbed View]() **

The second option available is the Mind Map view that pictorially depicts the archetype.

Mind Map View for Archetypes
Mind Map View for Archetypes

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The default view for templates is the Simple View. This shows the purpose of a template, its identification information and all its contents below

Simple View for Templates
Simple View for Templates

Here too, a Mind Map view is available.

Mind Map View for Templates
Mind Map View for Templates

A third option is the Hierarchy view. Clicking on each archetype opens a pop-up window that shows its Mind Map view.

Hierarchy View for Templates
Hierarchy View for Templates

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Terminology sets can also be searched and viewed in a similar way. The default view for a termset is a Simple View: Termset Result.

Simple View for Termsets
Simple View for Termsets

There are further options available to see the Rendered Termset Query and Termset Query XML.

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You often need to download clinical artefacts from the CKM in order to develop or extend EHR systems, map to external standards, modify or customize artefacts or for offline review and development. Here is how to download them.

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Archetypes have to be downloaded in order to reuse them in building templates.

Downloading Archetypes
Downloading Archetypes

You can also perform a bulk download of archetypes

Bulk Download of Archetypes
Bulk Download of Archetypes
![Bulk Download of Archetypes]()
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The Bulk Export option allows you to filter archetypes by Project, Reference Model Classes, date of creation and modification and state.

Archetype Bulk Download Options
Archetype Bulk Download Options

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Templates can be downloaded as an OET, Operational Template (OPT), Template Data Schema (TDS) and Template File Set as a zip file. For additional information, in this article, we differentiate between OET and OPT.

Downloading Templates
Downloading Templates

A similar Bulk Export option is also available.

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Termsets can be downloaded in the XML format in a similar manner. They also have a Bulk Export option.

Downloading Termsets
Downloading Termsets
![Downloading Termsets

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Understanding how to use the Clinical Knowledge Manager(CKM) can speed up the process of implementing your own openEHR-based health IT system. Key functionalities like searching, viewing, and downloading are simple and easy to execute, with multiple options that cater to your exact needs. Join our free openEHR workshop if you’re looking for a headstart in understanding and implementing openEHR.

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