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Comment: Expanding instructions with guesses based on field labels.
Excerpt
hiddentrue

Drafted instructions. 

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

  • CDEs follow the ISO/IEC 11179 standard, so you can search for data elements using ISO/IEC 11179-based attributes.
  • 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 - 2021-06-09.  
  • For some fields, you can adjust the search scope (with options such as IS NULL, IS NOT NULL, NOT LIKE, Exact Phrase Match, All Of The Words, or One Of The Words) by clicking the Advanced Filter icon. 
  • The system processes search criteria as AND statements, so the results include only items that fulfill all the criteria.
  • To reset a list of values, click the Clear Values icon next to that list. 
  • When you remove or change search criteria, the system does not update search results until you click Apply Filter again.

To perform a search:

  1. Log in as described in Logging In - 2021-06-04. The home page appears, with objects you have specified as favorites in the Favorites panel (if any). 

    The Manage Data option on the Manage menu.

  2. From the Manage menu, select Manage Data. The Manage Data page appears. 

    The Administered Items Tool on the Manage Data page.

  3. Select Administered Items Tool. The Administered Items Tool appears. (For instructions on adding this page to your favorites, refer to Managing Your Favorites - 2021-06-04.)

    The Administered Items Tool.

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

    FieldInstructions
    Item TypeSelect a (TBD)an item type
    Latest Version?Select one of the following options:
    • To search for the latest version of an item, 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.) 

    (TBD: I suspect the third bullet reflects something that is true for all fields: If you leave any field at its default setting, or clear the field, the system does not limit the search by that criterion. If that's correct, I would document it at the top of the page for all fields, instead of just for this one field. Am I right?)

    Specify whether the (TBD) (Yes) or not (No).

    Long NameType all or part of the (TBD)long name for an item.
    Public IDSpecify the full numeric value for the (TBD).a single public ID. (You cannot use wildcards in numeric fields.)
    Short NameType all or part of the (TBD)short name for an item.
    Owned BySelect one or more (TBDs)of the contexts that have administrative authority to edit and update an item.
    Registration StatusSelect one or more (TBDs)registration statuses. For details, refer to Registration Status - 2022-01-10.
    Workflow StatusSelect one or more (TBDs)workflow statuses. For details, refer to Workflow Status - 2022-01-10.
    OriginSelect one or more (TBDs)sources.
    Origin DescriptionType all or part of the (TBD)origin description an item.
    Created BySelect the person who created an item. You can select one or more (TBDs)people. 
    Last Modified BySelect the person who last modified an item. You can select one or more (TBDs)people.
  5. If necessary, you can specify additional criteria using a child filter. For details, click one of the following links:

    Expand
    titleSpecify Additional Search Criteria
    FieldInstructions
    Multiple Public ID Search

    Enter a public ID, complete or partial.

    To specify multiple public IDs, click the Advanced Filter icon. In the adjacent field, select One of the Words. Enclose each ID in periods and separate each value with a space (for example: .5. .6. .10.). 

    Enter Search StringType all or part of the (TBD). a search string. (TBD: If possible, I'd like to include here a list or description of the fields in which the system searches when the user specifies a search term here.) (To adjust search scope, click the Advanced Filter icon.)
    Expand
    titleSpecify Criteria for Alternate Definitions
    FieldInstructions
    Alternate DefinitionType all or part of the (TBD)an alternate definition. (To adjust search scope, click the Advanced Filter icon.)
    Definition TypeSelect a (TBD)definition type. 
    ContextSelect a (TBD)context. (TBD: Will this Context field also change to a multi-select popup?)
    LanguageSelect a (TBD)language. 
    Expand
    titleSpecify Criteria for Alternate Names
    FieldInstructions
    Alternate NameAn item may have multiple alternate names in multiple contexts. Type all or part of the (TBD)an alternate name. (To adjust search scope, click the Advanced Filter icon.)
    Alternate Name TypeSelect a (TBD). an alternate name type.
    ContextSelect one or more (TBD)contexts. 
    Expand
    titleSpecify Criteria for Associated Concepts
    FieldInstructions
    PrimarySpecify whether the (TBD) (associated concept is primary (Yes) or not (No).
    ConceptSelect one or more (TBD)concepts. 
    Concept NameType all or part of the (TBD)a concept name.
    Concept CodeType all or part of the (TBD)a concept code.
    Integer ValueType Specify all or part of the (TBD)the integer value. You can specify part of the value because this field is actually a text field. For example, if you specify "20" in this field and if items exist with "120" or ">=200", the system returns those items. (To adjust search scope, click the Advanced Filter icon.)
    Expand
    titleSpecify Criteria for Classifications
    FieldInstructions
    CS|CSISelect one or more (TBD)classification schemes or classification scheme items.
    CS Long NameType all or part of the (TBD)long name for a classification scheme.
    Expand
    titleSpecify Criteria for Owned By or Used By Context
    FieldInstructions
    ContextSelect one or more (TBD)contexts.
    Expand
    titleSpecify Criteria for Reference Documents
    FieldInstructions
    Document NameType all or part of the (TBD)a reference document name. (To adjust search scope, click the Advanced Filter icon.)
    Document TypeSelect a (TBD)document type. 
    Document TextType all or part of the (TBD)a search string. This field searches reference document text. (To adjust search scope, click the Advanced Filter icon.)
    ContextSelect one or more (TBD)contexts.
    Expand
    titleSpecify Criteria for CDE: DEC and VD Attributes
    FieldInstructions
    Data Element ConceptSelect one or more (TBD)data element concepts.
    DEC Public IDSpecify the full numeric value for a single (TBD)data element concept public ID. (You cannot use wildcards in numeric fields.)
    DEC Long NameType all or part of the (TBD)long name for a data element concept.
    DEC Short NameType all or part of the (TBD)short name for a data element concept.
    Value DomainSelect one or more (TBD)value domains.
    VD Public IDSpecify the full numeric value for a single (TBD)value domain public ID. (You cannot use wildcards in numeric fields.)
    VD Long NameType all or part of the (TBD).long name for a value domain. 
    VD Short NameType all or part of the (TBD)short name for a value domain.
    Preferred Question TextType all or part of the (TBD)preferred question text. (To adjust search scope, click the Advanced Filter icon.)
    Derived Data ElementSpecify whether the (TBD) system derives the data element (Yes) or not (No).
    Expand
    titleSpecify Criteria for Classification Scheme Item Attributes
    FieldInstructions
    Classification SchemeSelect one or more (TBD)classification schemes.
    CSISelect one or more (TBD)classification scheme items.
    Expand
    titleSpecify Criteria for Concept Attributes
    FieldInstructions
    ConceptSelect one or more (TBD)concepts.
    Source TypeSelect a (TBD)concept source type
    Rep Term Primary ConceptSpecify whether the (TBD) representation term is a primary concept (Yes) or not (No). 
    Expand
    titleSpecify Criteria for Conceptual Domain Attributes
    FieldInstructions
    Conceptual DomainSelect one or more (TBD)conceptual domains.
    Expand
    titleSpecify Criteria for Data Element Concept Attributes
    FieldInstructions
    Object ClassSelect one or more (TBD)object classes.
    PropertySelect one or more (TBD)properties.
    Conceptual DomainSelect one or more (TBD)conceptual domains.
    CD Long NameType all or part of the (TBD)long name for a conceptual domain.
    Expand
    titleSpecify Criteria for Module Attributes

    (TBD: Is it okay that both fields have the same label?)

    FieldInstructions
    Module NameSelect one or more (TBD)module names.
    Module NameType all or part of the (TBD)a module name. (To adjust search scope, click the Advanced Filter icon.)
    Expand
    titleSpecify Criteria for Protocol Attributes
    FieldInstructions
    ProtocolSelect one or more (TBD)protocols. This option is applicable only when searching for case report forms.
    Protocol Long NameType all or part of the (TBD)long name for a protocol. (To adjust search scope, click the Advanced Filter icon.)
    ContextSpecify the full numeric value for a single (TBD)context. (You cannot use wildcards in numeric fields.) (TBD: Will this Context field also change to a multi-select popup? Which number  If not, which number goes with each context?)
    Workflow Status

    Specify the full numeric value for a single

    (TBD)

    workflow status. (You cannot use wildcards in numeric fields.)

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

    • The list to the left of the Workflow Status field allows you to search for items greater than (>), less than (<), and/or equal to the value you specify. 
    • The check box below the Workflow Status field allows you to specify a range. 

    For details, refer to Workflow Status - 2022-01-10. (TBD: Will this Workflow Status field also change to a multi-select popup?

    Which

    If not, which number goes with each status?)

    Protocol DefinitionType all or part of the (TBD)a protocol definition.
    Protocol TypeSelect a (TBD)protocol type
    Protocol IDType all or part of the (TBD)a protocol ID. (To adjust search scope, click the Advanced Filter icon.) (TBD: ID fields are usually numeric. Is it okay that this is an editable text box?)
    Protocol PhaseType all or part of the (TBD)a protocol phase. (To adjust search scope, click the Advanced Filter icon.)
    Lead OrganizationSelect one or more (TBD)organizations.
    Expand
    titleSpecify Criteria for Value Domain Attributes
    FieldInstructions
    Value Domain TypeSpecify whether the (TBD) (Enumerated) or not (Non-enumerated)value domain type is enumerated or not.
    caDSR Data TypeSelect a (TBD)caDSR data type
    Standard Data TypeSelect a (TBD). standard data type.
    VD Minimum LengthSpecify the full numeric value for a single (TBD)the minimum length of a value domain. (You cannot use wildcards in numeric fields.)
    VD Maximum LengthSpecify the full numeric value for a single (TBD)the maximum length of a value domain. (You cannot use wildcards in numeric fields.)
    Unit of MeasureSelect a (TBD). unit of measure.
    FormatSelect a (TBD)format
    Representation TermSelect one or more (TBD)representation terms.
    Representation Term Long NameType all or part of the (TBD)long name for a representation term.
    Conceptual DomainSelect one or more (TBD)conceptual domains.
    Expand
    titleSpecify Criteria for Value Meaning Attributes
    FieldInstructions
    Value MeaningSelect one or more (TBD)value meanings.
    VM Description TextType all or part of the (TBD)value meaning description text. (To adjust search scope, click the Advanced Filter icon.)
    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. 

  6. Click Apply Filter. The system lists all items that match your criteria. You can sort columns by clicking the column headers and selecting one of the choices: Ascending, Descending, Clear Sort, or New Sort.

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