HerbalThink-TCM Herbalists' Bootcamp
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Tutorial #6: CaseQuery and AutoSage-TCM
CaseQuery and AutoSage-TCM together comprise expert-system software for automated pattern recognition of the clinical syndromes constituting traditional Chinese medical (TCM) pathophysiology theory, including quantitative assessment of complex cases characterized by multiple simultaneous syndrome-patterns.
CaseQuery allows users to record detailed case histories of symptom, tongue, and pulse data. Case record files are created in a standardized format that can be read and understood by the AutoSage-TCM analysis software. The user then emails this data file to RMHI, where it is processed using the AutoSage-TCM program, and then a detailed, cross-referenced report is emailed back to the user.
Both CaseQuery and AutoSage-TCM are described in much greater detail in TCHS Vol.6: User's Guide to AutoSage-TCM. Chapter 7 of that text includes instructions for CaseQuery users and a series of screen shots. It may be helpful but not necessary to read any of that material before completing this tutorial.
============ HERBALTHINK-TCM BEGINNER TUTORIAL #6 QUESTIONNAIRE ========== (updated 2017-02-10) --------------- AutoSage-TCM and CaseQuery: B-00: What is the gender and age of the individual in case #C102b_20161123 ? [ ] B-01: What is his body-mass index (BMI) value? (See the first encoded symptom.) [ ] B-02: What does the 2nd encoded symptom say about the quality of fever? State your short answer in plain English. [ ] B-03: What is his pulse strength at position L1? (Remember to interpret the 'shorthand' notation correctly, i.e.: mild Moderate SEVERE EXTREME!!.) [ ] B-04: What is unusual about the pulse at position L2? (Why are there two sets of data lines specified here instead of the more typical single line?) [ ] B-05: One of the tongue tissue colors is specified to be 'TONGaTISCOLOR_1_red_d1s'. Find the link to the corresponding color sample. In what way does this color differ from normal hue, saturation, and/or lightness? [ ] B-06: What portion of the tongue is specified to be the preceding color? (Which sectors/rows?) [ ] B-10: Referring to the section "Syndrome-pattern analysis summaries: ByProductOf_MAGN_RANK_PROB__overThresholdOnly", list the top-scoring dominant (1st-tier) syndrome followed by its importance score, 'product of MAGN*RANK*PROB'. [ ] B-11: Examine the reasoning behind the conclusion for the top-scoring dominant syndrome. How many of its active symptom variables have scores for RANK_raw ≥ 1.0? (List them here by copying and pasting.) [ ] What is this syndrome's probability score and why is it relatively high? (Hint: examine the competitor syndromes.) [ ] B-12: Likewise, list the only other dominant syndrome followed by its importance score, 'product of MAGN*RANK*PROB'. [ ] B-13: Likewise, list the three 2nd-tier syndromes followed by their respective importance scores. [ ] B-14: Referring to the section "Detailed analysis of all syndromes, by functional group", find the syndrome 'ORGU_5_DeficiencyOfHeartYin' and examine its detailed analysis. What is its importance score (MAGN*RANK*PROB)? [ ] Why is its score so low in spite of a number of its symptom variables being significant? (Hint: examine the competitor syndromes and their effect on the probability, PROB.) [ ] A-0: Attach the CaseQuery output file (#A001) that you created in the first part of this tutorial and email it with this questionnaire. =============================== END ======================================
To run CaseQuery, double-click on one of the following shellscript files within your installed herbalthinktcm application folder, appropriate for your operating system (the instructions are otherwise identical to running HerbalThink-TCM, see Help/Documentation):
Simply follow the step-by-step instructions, answer the case-history questionnaire as completely as possible, and then when you have finished, save the final results in a case-history data file, which you will send to RMHI as an email attachment.
For this tutorial, you will be entering in a very simple case study that illustrates the mechanics of how symptoms, symptom modifier terms, tongue, and pulse data are entered. You will be emailing the case file as an attachment to Questionnaire #6, and we will check that you have entered in the data correctly and that it accurately reflects the wording of the original case report. It is important, however, to understand that this case is far from complete and does not come close to the level of detail that you should strive for when you are entering data for a real person.
Following is the test case that you now should transcribe into a data file using the CaseQuery program. Just carefully follow the instructions that appear within CaseQuery on each tab, and complete all the tabs in their natural sequence.
The preceding 4 categories of miscellaneous information are not evaluated by AutoSage-TCM, but will be of major importance to any humans who will be reading and interpreting the report. This information may also be useful to the AutoSage-TCM developers and programmers whenever questions of interpretation arise. When you use CaseQuery, you should attempt to represent as much of this information as possible by checking the appropriate symptom items within the subsequent questionnaire tabs.
In this tutorial, you will be reading the AutoSage-TCM analysis report for
case #C102b_20161123 (link opens in a new window).
Refer to the report's table of contents to find specific sections. In the "Summary of original case record" section, you will find the complete set of encoded symptom data, listed in a standard order identical to its sequencing within the CaseQuery tabs. To start with, go to that section now, read "Encoding of symptom-sign data explained", and then begin answering the questions below. Remember to jump back to the table of contents when you need to find a different data section.
Questionnaire AutoSage-TCM and CaseQuery
Summary of what you learned in this tutorial
The CaseQuery software utility allows you to create a detailed report of an individual's symptoms and clinical signs, including descriptions of tongue and pulse that are so important in traditional Chinese medicine. Learn to use the '@SSmod' tab effectively this tool will allow you to specify a symptom's severity, its time-pattern history (chronic/acute), applicable body locations, time of day/month/year, what aggravates/relieves, and other modifiers. By applying these modifiers correctly, you can usually come close to representing the intended meaning of the patient's description in his/her own words.
The AutoSage-TCM expert system can analyze a CaseQuery report file to produce a detailed analysis of the syndrome-patterns, allowing you to determine the dominant patterns and to examine the exact reasoning behind those conclusions.