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Comment: Revised based on recent changes in the "Searching for Data Elements" page.
Excerpt
hiddentrue

Started drafting instructions.

When you search for forms in OneData, keep in mind the following points:

  • For each field, the default is all values. For example, in the Latest Version field, the default behavior returns all versions.
  • Searches are not case sensitive. Searches for Gene and gene return the same results.
  • In any editable text field, enter a search string, complete or partial. This does not apply to numeric fields such as Public ID. 
  • In any editable text field, you can use a percent sign (%) as a wildcard. For examples, refer to Using Wildcards.  
  • (TBD: Do forms follow a standard, the way CDEs follow the ISO/IEC 11179 standard?)
  • (TBD: Is each field set to "all" by default?)
  • (TBD: Which fields are case-sensitive?)
  • (TBD: In which fields can users specify partial values?)
  • (TBD: In which fields can users use a wildcard?)
  • For some fields, you can adjust the search scope (with options such as NOT LIKE, Exact Phrase Match, All Of The Words, or One Of The Words) by clicking the Advanced Filter icon.
  • (TBD: Does the system process The system processes search criteria as AND statements?), so the results include only forms that fulfill all the criteria.
  • To reset a list of values, click the Clear Values icon next to that list.
  • You can specify the number of results returned: Type a number in the Number of Rows field and press <Enter>.
  • When you remove or change search criteria, the system does not update search results until you click Apply Filter again.

To perform a data element search:

  1. Include Page
  2. Open a supported browser:
    • Chrome
    • Firefox
  3. Navigate to the following portal:

    https://wmonedata.nci.nih.gov/

    The home page appears. 

  4. browser and portal step include
    browser and portal step include
  5. From the View menu, select Browse and then select Forms. The Forms page appears. (Logged in users can add pages like this to their favorites. For instructions, refer to Managing Your Favorites.)

  6. Specify one or more search criteria, as described in the following table: 

    FieldInstructions
    Form NameType all or part of the form name. (To adjust search scope, click the Advanced Filter icon.)
    Public IDEnter a Specify the full numeric value for a single form public ID. (TBD: No wildcards? No partial strings? No multiple ID field?You cannot use wildcards in numeric fields.)
    Owned BySpecify the context that has administrative authority Select one or more contexts. Owning contexts have the privilege to edit and update the form.
    Registration StatusSelect one or more registration statuses. For details, refer to Registration Status - 2022-01-10.   (To adjust search scope, click the Advanced Filter icon.)
    Workflow Status Select one or more workflow statuses. For details, refer to Workflow Status - 2022-01-10. (To adjust search scope, click the Advanced Filter icon.)
    Latest VersionSelect one of the following options:
    • To search for the latest version of the form, select Yes.
    • To search for all versions except the latest version, select No.To search for all versions, clear this field. (That is, set it to  Select Value.) 

    As in all fields, the default behavior returns all versions.

    Created BySelect the person who created the item. You can select one or more names of people who created forms
    Last Modified BySelect the person who last modified the item. You can select one or more names of people who modified forms. 
  7. In the fields that have a Select a Value icon, you can select one or more values. Click the Select a Value icon next to the field. A Reference Data Panel appears. 

    • To select one value: Click the value name. The value name appears in the field. 
    • To select one or more values: Click the checkbox for each row you want to include. Click Set Values. The field indicates how many values you have set
  8. For date criteria, click the Audit Columns icon and specify dates as described in the following table: 

    FieldInstructions
    Date CreatedClick the calendar icon and select the date on which the item was created.
    Date Last ModifiedClick the calendar icon and select the date on which the item was last modified.

    To adjust search scope, click the Advanced Filter icon and consider the following options:

    • The list to the left of each date field allows you to search for items later than (>), earlier than (<), and/or equal to the date you specify. 

    • The list to the right of each date field allows you to specify whether the date field is NULL or NOT NULL.
    • The check box below each date field allows you to specify a date range. 
  9. You can also create your own query to search, by specifying an explicit "where" clause.
    1. Click the Advanced Filter icon.
    2. Under Filter Options, select a column and then click >>. The name of the selected column appears in the text box.
    3. Complete the query string. (For example, if your query string is "a.CURRNT_VER_IND=1" when you click Apply Filter, the system returns all items of the latest version.)
  10. If necessary, you can specify additional criteria using a for finding forms using one of the "Child Filter" options in the lower part of the search page. The system filters for forms that match details specified in the selected child filter. For details, click one of the following links:

    Expand
    titleSpecify Criteria for Form Attributes
    FieldInstructions
    CategorySelect a category.
    TypeSelect a type (CRF or Template).
    Expand
    titleSpecify Criteria for Alternate Names
    FieldInstructions
    Alternate NameType all or part of the alternate name. (To adjust search scope, click the Advanced Filter icon.)
    Alternate Name TypeSelect an alternate name type.
    ContextSelect one or more contexts.
    Expand
    titleSpecify Criteria for Alternate Definitions
    FieldInstructions
    Alternate DefinitionType all or part of the an alternate definition. (To adjust search scope, click the Advanced Filter icon.)
    Definition TypeSelect a definition type.
    ContextSelect a context. (TBD: Is it okay that this is a drop-down list, whereas the Context field for other child filters are all multi-select lists?)one or more contexts.
    LanguageSelect a language.
    Expand
    titleSpecify Criteria for Classifications
    FieldInstructions
    CS|CSISelect one or more classification schemes or classification scheme items.
    CS Context

    Type all or part of the classification scheme context. (To adjust search scope, click the Advanced Filter icon.) 

    HTML Comment
    hiddentrue

    Note to editors of this page: This field cannot be changed to a multi-select pop-up due to the way it is retrieved.

    CS Long NameType all or part of the classification scheme long name.
    Expand
    titleSpecify Criteria for Reference Documents
    FieldInstructions
    Document NameType all or part of a reference document name. (To adjust search scope, click the Advanced Filter icon.)
    Document TypeSelect a document type.
    Document TextType all or part of a search string. This field searches reference document text. (To adjust search scope, click the Advanced Filter icon.)
    ContextSelect one or more contexts.
    Expand
    titleSpecify Criteria for Protocols
    FieldInstructions
    ProtocolSelect one or more protocols. (TBD: The Form Builder User Guide said, " This option is applicable only when searching for case report forms". Is this true for this field, too?)
    Expand
    titleSpecify Criteria for Modules
    FieldInstructions
    Display OrderSpecify the full numeric value assigned to the module for the display order. (You cannot use wildcards in numeric fields.)
    Number of RepetitionsSpecify the full numeric value assigned to the module for the number of repetitions. (You cannot use wildcards in numeric fields.)
    ModuleSelect one or more modules. 
    Module NameType all or part of the module name. (To adjust search scope, click the Advanced Filter icon.)
    Module IDSpecify the full numeric value for a single module ID.  (You cannot use wildcards in numeric fields.)
    Owned By

    Type all or part of the

    owner name. (TBD: Is it okay that this is an editable text box, whereas the Owned By field at the top of the form search page is a multi-select field?)

    context that has administrative authority to edit and update the module. 

    HTML Comment
    hiddentrue

    Note to editors of this page: This field cannot be changed to a multi-select pop-up due to the way it is retrieved.

    Workflow Status

    Type all or part of the workflow status.

    (TBD: Is it okay that this is an editable text box, whereas the Workflow Status field at the top of the form search page is a multi-select field?)

     

    HTML Comment
    hiddentrue

    Note to editors of this page: This field cannot be changed to a multi-select pop-up due to the way it is retrieved.

    Registration Status

    Type all or part of the registration status.

    (TBD: Is it okay that this is an editable text box, whereas the Registration Status field at the top of the form search page is a multi-select field?)

     

    HTML Comment
    hiddentrue

    Note to editors of this page: This field cannot be changed to a multi-select pop-up due to the way it is retrieved.

    InstructionsType all or part of the module instructions. 
    Expand
    titleSpecify Criteria for CDEs on Form
    FieldInstructions
    CDE Public IDSpecify the full numeric value for a single CDE public ID. (You cannot use wildcards in numeric fields.)
    CDE VersionSpecify the full numeric value for the a single CDE version. (You cannot use wildcards in numeric fields.)
    Question Short NameType all or part of the question short name. 
    Question TextType all or part of the question text. (To adjust search scope, click the Advanced Filter icon.)
    Owned BySelect one or more owners. of the contexts that have administrative authority to edit and update the form.
    CDE Long NameType all or part of the CDE long name. (To adjust search scope, click the Advanced Filter icon.)
    Expand
    titleSpecify Criteria for View Modules, Questions, Valid Values
    FieldInstructions
    Module NameType all or part of the module name. 
    Module InstructionType all or part of the module instruction. 
    Module RepetitionsSpecify the full numeric value assigned to the module for the number of repetitions. (You cannot use wildcards in numeric fields.)
    CDE Public IDSpecify the full numeric value for a single CDE public ID. (You cannot use wildcards in numeric fields.)
    CDE VersionSpecify the full numeric value for the a single CDE version. (You cannot use wildcards in numeric fields.)
    CDE Workflow Status

    Type all or part of the workflow status.

    (TBD: Is it okay that this is an editable text box, whereas the Workflow Status field at the top of the form search page is a multi-select field?)

     

    HTML Comment
    hiddentrue

    Note to editors of this page: This field cannot be changed to a multi-select pop-up due to the way it is retrieved.

    CDE Registration Status

    Type all or part of the registration status.

    (TBD: Is it okay that this is an editable text box, whereas the Registration Status field at the top of the form search page is a multi-select field?)

     

    HTML Comment
    hiddentrue

    Note to editors of this page: This field cannot be changed to a multi-select pop-up due to the way it is retrieved.

    Question InstructionsType all or part of the question instructions.
    Question Short NameType all or part of the question short name.
    Question TextType all or part of the question text. (To adjust search scope, click the Advanced Filter icon.)
    Answer is MandatorySpecify whether the answer is mandatory (Yes) or not (No).
    Answer is EditableSpecify whether the answer is editable (Yes) or not (No).
    Default Value (Non-enumerated)Type all or part of a question default value in a non-enumerated default value domain
    Default Value (Enumerated)Type all or part of an enumerated default value. (TBD: What is the difference between enumerated and non-enumerated default value?)a question default value in a specified value list. 
    Valid ValueType all or part of a valid value.
    Value Meaning TextType all or part of value meaning text.
    Valid Value InstructionType all or part of valid value instruction. 
    (TBD: The "9. " filter has no fields on any tier. Is that intentional?)(TBD: This child filter looks exactly the same as the "3. Classifications" child filter. Is that intentional?)

    (TBD: This child filter looks almost the same as the "3. Classifications" child filter. Is that intentional?)

    Expand
    titleSpecify Criteria for Triggered Action
    Triggered Action
    Expand
    titleSpecify Criteria for Alternate Definition Classifications
    FieldInstructions
    CS|CSISelect one or more classification schemes or classification scheme items.
    InstructionCS ContextType all or part of the classification scheme contexttriggered action instruction. (To adjust search scope, click the Advanced Filter icon.)
    CS Long NameType all or part of the classification scheme long name.
    Expand
    titleSpecify Criteria for Alternate Names Classifications
    FieldInstructions
    CS|CSISelect one or more classification schemes or classification scheme items.
    CS ContextType all or part of the classification scheme context. (To adjust search scope, click the Advanced Filter icon.)
    CS Long NameType all or part of the classification scheme long name.
    Alternate NameSelect one or more alternate names. (TBD: In the "1. Alternate Names" child filter, the Alternate Name field is a text field. Is it okay that it's a multi-select field here?)
    Expand
    titleSpecify Criteria for Question Repetition
    FieldInstructions
    QuestionTBD
    Repetition #TBD
    EditableTBD
    Default Value (Non-enumerated)TBD (To adjust search scope, click the Advanced Filter icon.)
    Default Value (Enumerated)TBD
    Expand
    titleSpecify Criteria for Question Valid Values
    FieldInstructions
    Valid Value TBD
    VV Version TBD
    VM Public IDTBD
    VM Version TBD
    QuestionTBD
    Display OrderTBD
    Value Meaning TextTBD
    Value Meaning DescriptionTBD
    Expand
    titleSpecify Criteria for Questions
    FieldInstructions
    Question Short NameTBD
    Question TextTBD
    CDE Public ID | Version | Data Element Long Name | Owned By | Value Domain Type | Format | Data Type | UOMTBD
    CDE Public IDTBD
    Data Element Long NameTBD
    Value Domain TypeTBD
    FormatTBD
    Data TypeTBD
    UOMTBD
    Default Value (Non-enumerated) TBD (To adjust search scope, click the Advanced Filter icon.)
    Answer is EditableTBD
    Answer is MandatoryTBD
    Expand
    titleSpecify Criteria for Reference Documents - Blobs
    FieldInstructions
    File LinkTBD
    MIME TypeTBD
    Document SizeTBD
    Character SetTBD
    Document Last Updated DateTBD
    HTML Comment
    hiddentrue

    Note to editors of this page: When searching in OneData, if child filter name starts with a number, a plus sign (+), or an asterisk (*), it's a valid filter. The child filter "Data Element Details" (in "Data Elements - View/Browse") is also a valid filter. None of the other filters are valid. 

  11. Click Apply Filter. The system displays the search results. By default, the system also hides the search criteria.

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To view details about a form, click the value in the Form Name column.

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