Procedure episode model

Table of contents

  1. Introduction
  2. Fields
  3. Status lifecycle
  4. Severity classifications
  5. Templates
  6. Permissions
  7. API access

Introduction

A procedure episode groups the procedures of one perioperative event on a subject into a single compliance record. A typical episode is one surgery day: the anesthesia, the craniotomy, the implant, the analgesic and the fluid therapy are separate procedures, and the episode is the container that says they belong to one intervention, who took part, which protocol and licenses covered it, how severe it was and how the animal recovered.

The episode is the unit that regulatory reporting asks about. It carries the intervention class, the severity classification in the scheme of your regulator or institution, the recovery outcome, the personnel and a narrative. The individual procedures keep the scientific detail (coordinates, materials, type-specific fields). A procedure links to its episode through the procedure’s “Procedure episode” field; an episode can hold many procedures. An episode is not a procedure itself, and it is not a subject log (welfare checks and other follow-up observations stay in the logs).

This model with its direct connections only: drag to pan, Ctrl + scroll to zoom, click a model to select it, use the chevron to see its fields.

Fields

FieldDescription
Intervention classKind of intervention (required). Choices: Anesthesia only, Surgical, Non-surgical procedure, Euthanasia / tissue collection, Clinical treatment, Other.
NameName of the episode (required; string; maximum length: 200 characters). Example: “Mouse_01 probe implant surgery”
Start date and timeWhen the episode started (required; datetime format YYYY-MM-DD HH:mm:ss).
End date and timeWhen the episode ended. Leave empty while the episode is ongoing.
StatusLifecycle status of the episode (required; default: Draft). Choices: Planned, Draft, Active, Post-operative, Complete. See the status section below.
SubjectThe subject the episode is performed on (required).
ProtocolOptional reusable protocol describing the method followed.
LicensesRegulatory licenses covering the episode. Can include multiple licenses.
SeverityClassified severity. The regulatory or institutional scheme is encoded in the selected value. See the severity section below.
Recovery outcomeObserved recovery, terminal, endpoint or cancellation outcome (required; default: Unknown). Choices: Unknown, Recovered / survival, Ongoing recovery, Non-recovery procedure, Planned terminal endpoint, Humane endpoint euthanasia, Unexpected death, Aborted, Cancelled.
DescriptionRich text narrative covering complications, outcomes, amendments and other notes.
PersonnelThe people who took part and their roles. Each row names a BrainSTEM user and one role: Surgeon, Anesthetist, Assistant, Observer, Veterinarian, Responsible person. The same person can hold several roles.
ProceduresThe procedures that belong to the episode. Set on each procedure through its “Procedure episode” field.

Status lifecycle

StatusMeaning
PlannedA surgery day that has not come yet. The subject may still be planned too. A planned episode cannot contain performed procedures.
DraftThe record is being filled in (default for new episodes).
ActiveThe intervention is under way. The subject must exist in the lab (its status cannot be Planned).
Post-operativeThe intervention is over and the animal is in post-operative care.
CompleteThe episode is closed. A complete episode must include a named Responsible person in its personnel.

Lists in the REST API exclude planned episodes by default; add include_planned=true or a status filter to see them.

Severity classifications

The severity field holds one value, and the value says which scheme it belongs to. Choose the scheme of your regulator or institution:

SchemeChoices
EU Directive 2010/63/EU, actual severityNon-recovery, Mild, Moderate, Severe
UK ASPA, actual severitySub-threshold, Non-recovery, Mild, Moderate, Severe
US IACUC / USDA, pain and distress categoryNo pain/distress, Pain/distress with relief, Pain/distress without relief
Canada CCAC, category of invasivenessA (non-animal or tissue-only work), B (little or no discomfort or stress), C (minor, short-duration stress or pain), D (moderate to severe distress or discomfort), E (severe pain near the tolerance threshold)
Local / institutional classificationSub-threshold, Non-recovery, Mild, Moderate, Severe
Not applicableNot applicable

Templates

Procedure episode templates prefill a new episode with an intervention class, protocol, licenses, severity, recovery outcome and description. Read more on the Templates page.

Permissions

Procedure episodes inherit permissions through the subject associated with them, and so from the projects of that subject. Deleting an episode does not delete its procedures; it clears the episode link on them.

Visit the permissions page to learn more.

API access

The API allows for programmable access to procedure episodes and their personnel rows. Learn more about the procedure episodes’ fields and data structure on the Procedure episode API page and the Episode personnel API page.