NA Connectathon 2018 Monitor Resources

The contents of this page apply to a past Connectathon. 

For details on the NA 2019 IHE Connectathon, see:


Welcome! We gather resources here for our extraordinary volunteer monitors.

Table of Contents


Connectathon Week Resources

  >>Schedule for the week:

Monday Jan 15

  • 11:00-11:30 - Arrive at Cleveland Convention Center, pick up your badge at the registration desk
  • 11:00 - Monitor welcome meeting in Room 21
  • noon - Lunch!
  • 1:00 - 1:30 - Find your table, get hooked to the network
  • 1:30 - 5:30 - Test verification begins

Tueday Jan 16

  • 9:00 - 5:30 - Connectathon testing session
  • 6:30 - 9:30 - Social event at Dante's Inferno

Wed & Thur Jan 17, 18

  • 9:00 - 5:30 - Connectathon testing session

Friday Jan 19


The link to Gazelle on-site & off-site is the same:

See Lynn (P27), Eric (P26), or Steve (P28) about any gazelle problems, password resets, etc

  >>Seating chart:

-- Seating assignments - Table locations are visible in test instance in gazelle to help you locate test partners in the room

  >> Monitors' Profile Assignments:

        Monitor profile assignments are in this google spreadsheet.  

  >>Network Info:

  • Network support staff on-site -- go to table C31.
  • Connectathon Network Description for testing participants:  NetworkDescriptionNA2018.pdf
  • Wireless network for monitors:
    • SSID: Monitors
    • Password: <ask Lynn for this>

  >>Ask questions. Get help:

  • Logistics (expenses, travel...):  Jeremiah Myers at the Registration Desk or Help Desk
  • Network problems:  Network support staff (C31) 
  • Gazelle help:  Lynn Felhofer (P27)
  • Questions on Patient Care Devices PCD tests:  Paul Sherman (F21)
  • Questions on CDA, RFD tests:  Steve Moore (P28)
  • Questions on all other tests:  Lynn Felhofer (P27)
  • Tool help:  ...varies by tool.  See link in the next section.

  >>Test tools - locations & support:


We point you to the Participants' page so that we all have consistent information.

Contact Us:

Please contact Jeremiah or Lynn for support.  We will use the Connectathon monitor google group to make announcements to the monitor team.

Technical Preparation Resources:

>> Monitors' Profile Assignments:

Monitor profile assignments are in this google spreadsheet.  

We organize IHE profiles with common characteristics or technologies into "clusters", and then we assign monitors to evaluate tests in one "cluster" (perhaps two).  The google spreadsheet contains the first draft of monitor assignments.  We try to assign you to profiles that match your expertise.  We hope that some assignments allow you to learn something new.  During the Connectathon, you will have an opportunity, if you wish, to work in areas outside of your primary assignment. In fact, each monitor has the capability to evaluate tests in almost any profile.

There are two tabs in the spreadsheet:

    • The first "Assignments" tab contains a row for each monitor.  The columns identify the profile "clusters".  The numbers in the column indicate how you will spend your time, eg a "1" indicates you will devote your time evaluating tests in that cluster.  Some monitors are asked to split time between two clusters.   During Connectathon week monitors will have the opportunity to evaluate tests in another area based on your interest or on our need for help in a certain area.
    • The second "Cluster-Profiles" tab identifies the profiles in each cluster.  Each profile listed in Column D contains a link to that profile's documentation.  If the link is to Technical Framework Volume 1, then there is one chapter per profile.  If the link is to a Trial Implementation Supplement, then the entire profile is contained within one document.  The yellow rows also point to available preparation material.

>> Technical Specifications: 

The specifications we test at the Connectathon are contained in IHE Technical Framework documentation.   IHE publishes its Technical Framework documents, organized by domain, on the Technical Framework page of

Each IHE domain's Technical Framework is segmented into multiple volumes; Volume 1 contains the use cases the profile addresses, the process flow and a diagram of the actors & transactions in the profiles. The technical details of the transactions are not in Volume 1, and as a monitor, you do not need to be an expert at that level. If you are reading a Trial Implementation Supplement, you will see that the contents are separated into Volume 1 and Volume 2 within the supplement.

If you are not familiar with IHE documentation, we recommend you view the "Interpreting the IHE Technical Framework" video in the training section below before you read the documentation.

If you have time prior to the Connectathon, we recommend you read the chapter in Technical Framework "Volume 1" for the profiles you are assigned to evaluate. 

We also test HL7 Consolidated CDA® Release 2.1.  Those specifications are here.


>> Monitor training material

While we provide material to enable monitors to do some preparation prior to the Connectathon, we understand the demands of your day job, and we have to requirements for you to do advance prep.

That said, the table below contains links to available training material that falls into 3 categories.  (More will be added before January.

  • The January 9 Connectathon Monitor webinar -- if you have time for only one prep item, this is the one to choose.
  • General training topics -- probably of more interest to first-time monitors
  • Cluster-specific training material -- these trainings are organized according to the 'clusters' of profiles you are assigned to.


Connectathon overview for all monitors: 

Connectathon Monitors - Preparation & Process Webinar:  
- Monitor responsibilities
- Connectathon process for monitors
- Gazelle walk-through
- Q & A

Recording linkSlides

60 min

General training: (primary audience is new monitors)

Interpreting the IHE Technical Framework

This covers terminology used in IHE Technical Frameworks explains the structure of IHE documentation, and describes IHE's publication cycle. If you've never read IHE documentation before, you will find this background information helpful.

(Streaming link) (.mp4)

40 min

Connectathon Terminology
Definitions needed to understand using Gazelle during a connectathon (known to most returning participants; highly recommended for new participants & monitors)

(Streaming link) (.mp4)

11 min

Using gazelle to review Connectathon test definitions

How to use gazelle to read test definitions for IHE profiles you're assigned to. (.mp4)

8 min

Some of you may be interested in the training material we compile for vendor participants, but monitors do not need to review it.

We collect participants' material on this Training Page.


IHE 2017 Educational Webinar Series
IHE sponsored its annual educational webinar series during summer and fall. You will find overview presentations for each IHE domain as well as 'speciality' presentations on topics like security, cross-community sharing of healthcare information, etc. These presentations *are not* connectathon-specific.

multiple presentations; duration varies
Training for Connectathon tools:
See links in this note sent to the monitor email list.
Cluster-specific trainings:

CDA Cluster Training

   Overview of CDA Testing Procedure


ITI-ETC (ITI Other) Profile Overview

  Recording link | slides

7 min

Media Cluster Profile Overview  

  Recording link (2017) | slides

18 min

Mobile Cluster Profile Overview 

  Recording link (2018) | slides
39 min

PatID Cluster Profile Overview

  Recording link (2017) | slides

7 min

RAD Visual Cluster Profile Overview



RAD-Web Cluster Profile Overview

  Recording link (2017) | slides

20 min

RAD-WF (Radiology Workflow) Cluster Profile Overview

  Recording link (2017) | slides

34 min

RFD (Retrieve Form for Data Capture) Cluster Profile Overview

  Recording link (2017) | slides

30 min

Security Cluster Profile Overview

  Recording link (2017) | slides

  Using the Gazelle Security Suite Tool for ATNA verification -- Recording | slides

  Participant ATNA Resource Web Page

  Secure Retrieve (SeR) Profile test scenario -- slides

32 min

20 min


SR Cluster Profile Overview



XC* (Cross Community Cluster) Profile Overview

  Recording link (2017) | slides

43 min

XDS (Document Sharing Cluster) Profile Overview

  Recording link (2017) | slides

Tool training -- there is a new version of XDS Tools this year; Bill will tutor on-site in Cleveland.

34 min

XDS-I Cluster Profile Overview



XDW Cluster Profile Overview




Timeline for Connectathon Monitors:


Refer to this Connectathon Monitor Travel Guide for guidance on all travel-related tasks!

Nov 17

-- Complete Monitor Travel Survey.  
-- If you will book flights to Cleveland, activate your account in Concur Travel. 

Dec 1 Book flights (if applicable).  Refer to the Connectathon Monitor Travel Guide. Monitors must arrange airfare through Concur Travel.
Dec 1 Register for your Monitor badge.  You will receive an invitation from Cvent via email with registration link.
Dec 1 Request advance per diem.  Send per diem form to

(Alternatively, submit post-event per diem form by Feb 9, 2018.)

Jan 9, 10-11 am CST

Attend the Connectathon Monitors - Preparation & Process Webinar:  
- Monitor responsibilities 
- Connectathon process for monitors 
- Gazelle walk-through 
- Q & A

Recording link | Slides

Mon Jan 15, 11:00-11:30 am Monitors arrive at the Cleveland Convention Center and pick up badges at registration desk.
11:30 am
Monitor welcome/orientation meeting. 
Meeting Room 23 on the Exhibit Floor level, adjacent to the Registration/Check-in.
Monday noon - 1:00 pm Lunch -- get to know your monitor colleagues.  Participants will be having lunch, too.
Monday 1:00 - 1:30 pm Monitors find their table on the Connectathon floor and get hooked up to the network. 
1:30 - 5:30 pm
Connectathon testing session.  Monitors start work on test verification.

AFTER HOURS ACCESS: There is no expectation that volunteer monitors will support vendor participants outside of the daily testing sessions.  Monitors and participants with a valid badge will have access to the Connectathon Floor...

-- mornings starting at 7:30 am
-- evenings until 11pm Mon-Thurs.  No re-entry is permitted after 9pm.  Everyone must leave the test floor at 11pm.

Tue, Wed, Thurs
9 am-5:30 pm
Connectathon testing sessions / test verification.

Tues Jan 16

6:30-9:30 pm

Social Event for Connectathon participants and monitors at Dante's Inferno.
Fri Jan 19 
8 am-noon

Final Connectathon testing session.

Connectathon ends promptly at noon.


Feb 9 If you did not request advance per diem by Dec 1 then send your post-event  per diem form to



This is a great welcome to new monitors captured on video. While it is was done by a SIIM board member at the beginning of Connectathon monitor training in 2009, his points about the benefits of your volunteer service stand true today. We invite you to watch this 5 minute video:

Our Connectathon FAQ for vendor participants 

We have put together this FAQ with answers to questions we frequently receive from our vendor participants. You may find it informative.


PDF icon CAT18_Monitor_Travel_Guide.pdf424.24 KB