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--- visual3d:getting_started:testing_setup_checklist [2024/07/17 15:43] – removed sgranger
+++ visual3d:getting_started:testing_setup_checklist [2026/01/07 15:19] (current) – Changed section headers to list items; added markerless checklist link; removed word "patient". wikisysop
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+====== Testing Setup Checklist ======
+Checklists are important part of completing any process-oriented task. A thorough explanation of the benefits of checklists can be fount in [[http://gawande.com/the-checklist-manifesto|The Checklist Manifesto]], this is our attempt to provide an entry-level checklist for capturing marker-based motion capture data. Of course, there are many crucial steps in collecting "routine" motion capture data and a normal collection session looks different in every lab. This checklist should be thought of as a starting point for your Motion Capture laboratory to build upon.
+Have any suggestions? Let us know at support@has-motion.ca.
+**NOTE**: Interested in collecting markerless motion capture data? The [[https://smithengineering.queensu.ca/mme/research/hmrl/mmoa-wiki.html|Multi-centre & Markerless Orthopaedic Assessment Wiki]] has a comprehensive overview of that study's collection and data management processes, including a [[https://queensuca.sharepoint.com/:w:/t/GROUP-HMRL/EXl-bSInaihAgiYEP2FA3mwB9STLb370wzQNzjHrvtQDVg?e=5NoQ08|day-to-day checklist]].
+===== Before Participant's Arrival =====
+  - Turn on ALL systems
+  - Verify position and orientation of all equipment
+    - Verify the position and orientation of Motion Capture Cameras
+    - Verify the position and orientation of Force Platforms
+    - Verify the position and orientation of Force Structures
+    - Verify the position and orientation of Obstacles or Environment objects
+  - Perform system calibration
+    - Perform static and/or dynamic calibrations of data collection devices
+    - Verify results against the Standards developed/referenced by your laboratory
+  - Verify the protocol being used for the session
+    - Verify the experimental protocol for the current data collection session
+  - Ensure appropriate system settings are selected
+    - As per experimental protocol, set and verify system settings, e.g., synchronise sampling rates, define marker thresholds and ranges, set up triggers etc.
+  - Zero force plates and perform CalTester test
+    - Perform Caltester test at a minimum of 2 locations on each force platform
+    - Verify against prior laboratory results
+  - Prepare necessary markers and supplies
+===== Participant's Arrival =====
+  - Obtain informed consent
+  - Record participant details
+    - Ensure that there are no contraindications for the participant completing the data collection
+    - This may include data collection done via questionnaires or measurements
+    - If data collection includes questionnaires, check to make sure that they have been completed correctly
+  - Apply markers as per experimental protocol
+    - Take a set of digital pictures of the subject for post-hoc review of the marker placement
+  - Record static calibration trial
+    - Ensure all markers are visible during the static trial
+  - Verify recorded marker set
+    - Verify recorded marker set by launching Visual3D, creating model, and applying model template appropriate for the protocol
+  - Remove anatomical markers
+    - If necessary, remove anatomical markers not needed for tracking during dynamic motion trials
+  - Verify tracking using real-time
+    - Switch to Visual3D's real-time mode in Visual3D to verify that the tracking markers assigned to each segment are appropriate and that the force vectors make intuitive sense
+  - Record dynamic trials
+  - Verify force platform assignments
+    - Load data into Visual3D, assign movement trials to model, and verify force platform assignments
+    - Remove assignments to partial force contacts
+    - Remove assignments when two segments are in contact with the same platform
+  - Execute pipeline for creating event labels
+    - Verify that these event labels make intuitive sense. If not, data collection should be repeated
+===== After Participant Leaves =====
+  - Clean up work station
+  - Execute pipeline for processing
+  - Load Report Template
+  - Verify the report