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  1. Enter search keyword(s) in the Search text box on the Assign Annotation Definition page (the preceding figure). Click Search or click Enter to launch the search. After a few moments, the search results display on the page shown in the following figure.
    Results for annotation definition search
  2. Wiki Markup
    To view the definitions corresponding to any of the "Matching Annotation Definitions", which are those currently found in other caIntegrator studies, click the \[term\], such as "age", hypertext link. The definition then appears in the Current Annotation Definition segment of the page just above.
    Info
    titleIn Summary

    When you click the link for a definition, that assigns the definition to the Define Fields for Subject Data page, and it also closes the Annotation Definition page. You can modify any portion of the definition, as described in Step 6 in #Assigning an Identifier or Annotation.

  3. The matches from caDSR display some of the details of the search results. To view more details of a match, such as permissible values, click View, which opens caDSR to the term. If you click Select, the caDSR definition automatically replaces the annotation definition for this field with which you are working.
    Note
    titleCaution

    Take care before you add a caDSR definition that it says exactly what you want. caDSR definitions can have minor nuances that require specific and limited applications of their use.

  4. Once you have settled on an appropriate field definition for the annotation, click Save. This returns you to the Define Fields for Subject Data page.
    Info
    titleNote

    If you have not clicked Select for alternate definitions in this dialog box, then click Save to return to the Define Field...dialog box without making any definition changes.

  5. From the Define Fields for Subject Data page, be sure and designate the data types for each field in the file. Click Save on each page to save your entries or click New to clear the fields and start again. You will not be able to proceed until every field definition entry on the Fields for Subject Data screen has an entry, one as the unique Identifier and the remainder as annotations.
    The Data From File columns on the Define Fields... page display the column header values of the first three rows you designated as "annotations".
    Tip
    titleTip

    Saving your entries in this way saves the study by name and description, but does not deploy the study. See #Deploying the Study.

    The Edit Study page now displays a "Not Loaded" status for the file whose annotations (column headers) you have defined. An example of a file whose annotations have been defined but not yet loaded is shown in the following figure.
    Example file whose annotations have been defined but not yet loaded
    Status definitions:
    • Definition Incomplete – An annotation definition or definitions must be modified on the Define Fields for Subject Data page. This status may be displayed because an identifier has not been selected. See #Define Fields Page for Editing Annotations.
    • Not Loaded – The annotation definitions must be loaded before a study can be deployed. If an error appears after attempting to load a subject annotation source, cick the Edit Annotations button which takes you to the Define Fields for Subject Data page where the problematic annotations will appear in red. See #Define Fields Page for Editing Annotations.
    • Loaded – The annotation definitions are properly loaded.
  6. Click the Load Subject Annotation Source button in the Action section to load the data file you have configured, The Deploy Study button, to this point has been unavailable, but this step activates the button.
    Tip
    titleAdding Files

    You can add as many files as are necessary for a study. Patients 1-20 in first file, 21-40 in second file, or many patients in first file and annotations in second file, etc. As long as IDs are defined correctly, it works.

  7. Click Deploy Study. caIntegrator now loads data from the file to the caIntegrator database, and the file status changes to "Loaded".
    Tip
    titleChanging Assignments

    You can change assignments even after the study is deployed, using the Edit feature. For more information, see #Creating/Editing a Study.

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