Contents

List of Examples

List of Figures

List of Tables

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Finding Information and Patches on My Oracle Support
• Finding Oracle Documentation
• Related Documents
• Conventions

What's New

• New Features in Release 4.6.2
• New Features in Release 4.6.1
• New Features in Release 4.6
• New Features in Release 4.5.2
• New Features in Release 4.5.1

1 Overview

• Purpose
• Usage Models
  • No Integration
• The API
• Dictionary Definition and Customization
  • Flexible Definition
  • Customization

2 Common Functions

• Launching the Application
• Changing Your Database Password
• Using TMS Windows
  • Understanding Color Indicators
  • Changing the Display
    • Single/Multi-record Display Option
    • Sort Order
  • Using the Tree Structure
    • The Navigator
    • Dictionary Hierarchy Tree Structure
  • Changing the Sort Order
  • Options Menu
  • Showing the Environment
  • Selecting Multiple Records
  • Changing the Database Connection
  • Printing the Contents of a TMS Window
  • Querying in Windows
    • About Query Mode
    • Starting a Query
    • Entering a Standard Query
    • Entering a Context Query
    • Counting the Number of Records Your Query Retrieves
    • Executing the Query
    • Cancelling the Query
  • Using the Favorites Menu
    • Adding Shortcuts
    • Removing Shortcuts
• Using Online Help
• Setting Up and Running Reports and Other Batch Jobs
  • Setting General Parameters
    • Destination Parameters
    • Report Type Parameter
  • Setting Job-Specific Parameters
  • Scheduling a Job or Running It Immediately
  • Using Parameter Sets to Populate Job Parameters
    • Saving a Parameter Set
    • Retrieving a Parameter Set
  • Checking Job Status
    • Checking the Status of the Last Job Submitted
    • Checking Job Status in the Job Status Window
  • Stopping Job Execution

Part I Setting Up and Administering TMS

3 Administration

• Security
  • Predefined Roles
  • Enrolling an Administrator
  • Privileges in Local Instances
    • Definition
    • Security
    • VTA Maintenance
    • Omission Management
    • Repository
    • Translation Reports
    • Document Management
• Defining Users
  • Defining a New User
  • Assigning and Revoking Roles
    • Assigning Roles to a User
    • Revoking Roles from a User
  • Changing a User's Password
  • Assigning Data Access Groups to a User
  • Migrating Account Information from Oracle Clinical
• Using Data Access Groups (DAGs) for Security
  • Defining Security Columns
  • Creating a DAG
  • Setting DAG Rules
    • About DAG Rules
    • Defining DAG Rules
    • Rules for External System Data
    • Rules for Task Allocation
  • Assigning Users to DAGs
  • DAG and Settings Inconsistencies Report
    • About the DAG Settings and Inconsistencies Report
    • Running the DAG and Setting Inconsistencies Report
  • Creating and Dropping External System Value Indexes
• Customizing Defaults in TMS Windows Using TMS Settings
  • Profiles
  • User Profiles
  • Full List of TMS Settings
    • OPA Settings
    • TMS Forms Settings
    • TMS HTML Settings
  • Defining the Settings for a Particular Profile
    • Defining a Setting When No Parent-Child Setting Relationship Exists
    • Defining a Setting in Parent-Child Relationships
  • Defining and Maintaining Profiles
  • Assigning Profiles to Users
    • Adding a Profile to a User's Set of Profiles
    • Configuring a User's Profile Search Order
• Setting TMS Preferences with Reference Codelist Values
  • Reference Codelists in Integrated and Nonintegrated Environments
  • Editing Reference Codelists
  • TMS_CONFIGURATION
    • CREATEGLOBALVTA
    • GLOVTAAPPRREQD
    • DOMVTAAPPRREQD
    • NONAPPRVTAUSED
    • ALLOWGLOVTAS
    • MAINTAINEXT
    • SUPPRESNAMDRELS
    • WRKFLWINFALLVSN
    • VTAAPPRFLAG
    • DTAPPRFLAG
    • CLCLEARCOMMENT
    • CLCLEARACTION
    • AUTOGLOVTAS
    • SYNCREFRESHMV
    • ADVDICTFEATURES
    • EMBEDDEDTMS
    • OCDISCINTCOMM
    • MTRECCLASSHOUR
    • DOMACTAPPRREQD
    • DEALLOCONLY
    • NONAPPRDICTCODE
    • Changing TMS_CONFIGURATION Settings After Data Has Been Processed
  • Other Installation-wide Codelists
    • TMS_LANGUAGES
    • TMS_QUERY_TYPE
    • TMS_SOURCE_MAT_VIEWS
    • TMS_TAL_POOL_CONFIGURATION
    • TMS_X_SEARCH
  • Local Codelists
    • TMS_DSI
    • WEB_DOCUMENT_CONFIG
    • WEB_DOCUMENT_GROUPS
• Managing Distributed Locations
  • Synchronizing Reference Codelist Settings
  • Creating New Instances
  • Performing Classification at All Instances
    • Using Autoclassification at Each Instance
    • Performing Manual Classification at All Instances
    • Classification Conflict Resolution
  • Symmetric Replication
• Synchronizing Dictionary Data
  • Scheduling Frequency
  • Data Processed During Synchronization
  • Synchronization Processing Order
  • Running Synchronization
• Controlling the Use of Materialized Views
  • Choosing Materialized or Regular Views for Each External System Value
  • Creating Source Term Views
  • Including the Materialized Views Refresh in the Synchronization Process
  • Refreshing Source Term Materialized Views
• Enabling Context Searches for Non-English Dictionaries
• Refreshing the Context Server Index
• Analyzing Tables
• Purging Classified Omissions from the Omissions Table
• Troubleshooting

4 Integrating TMS with Oracle Clinical

• Managing the TMS/Oracle Clinical Workflow
  • First Review in TMS
    • Manual Classification
    • Applying an Action
    • Defining Actions
  • First Review in Oracle Clinical
  • Setting First Review
• Batch Validation in an Integrated OC/TMS Environment
  • OC and TMS Data Exchanged During Batch Validation
  • Running Only the TMS Portion of Batch Validation
  • Batch Validation Execution Order
  • Effect of TMS Errors on Batch Validation
• Setting Up Data Collection in Oracle Clinical
  • Defining and Using Question Sets
    • Defining a Question Set
    • Defining Question Set Variables
  • Defining Questions
    • Defining a Parent Question
    • Defining a Child Question
  • Using a Derived Question as a Parent Question
  • Associating Child Questions with Question Set Variables
  • Associating Questions with Question Groups and DCMs
    • Planning Question Groups and DCMs for RDC Special Listings
    • Adding Derived Questions to an Ongoing Study
• Linking an Oracle Clinical Study to TMS
  • Linking a Project with a TMS Dictionary and Domain
  • Linking a Study to a TMS Dictionary and Domain
  • Using a New Version of a Dictionary for an Ongoing Study
    • Upgrading to a New Dictionary Version with the Same Structure
    • Upgrading to a New Dictionary Version with a New Structure
• Accessing Oracle Clinical Data in TMS
• Setting Integration Reference Codelist Values
  • OCL_OPTIONS_TYPE_CODE
  • TMS_OPTIONS
  • DISCREPANCY REV STATUS CODE
  • OCL_STATE

5 Integrating TMS with Other Systems

• Using TMS with Other Oracle Health Sciences Applications
  • Using TMS with Oracle Clinical
  • Using TMS with the Remote Data Capture Option
  • Using TMS with AERS
• Integrating TMS with Non-Oracle Systems
  • Full Integration
  • Partial Integration
• Using TMS in a Distributed Environment
• Using TMS with Disconnected Systems
  • Setting Up Disconnected System Integration
    • Setting Up the Sponsor Instance
    • Setting Up the Source Instance
    • Creating Directories on the Database Server
    • Defining the External Source Data System
    • Running the DSI Initialization Job
    • Register Remote Databases
    • Defining Disconnected System Integrations
    • Defining X Areas
    • Defining XML Tag Mappings
    • Setting DSI Preferences with Reference Codelist Settings
    • Synchronizing Dictionary Contents Between Sites
    • Granting User Privileges
  • Using DSI from the Source Site
    • Processing Source Data
    • Exporting Data
    • Sending the XML File to the Sponsor Site
    • Importing Data
    • Updating External System Data
  • Using DSI from the Sponsor Site
    • Importing Data
    • Processing Source Site Data
    • Exporting Data
    • Sending the XML File to the Source Site
    • Removing X Area Data from the Sponsor Site
  • Viewing XML File and Record Statuses
    • Viewing File and Record Status
    • Deleting Files
    • Setting the Filter
  • Viewing Error Files
  • DSI Batch Jobs
    • Export DSI Data
    • Import DSI Data
    • Export Active X Areas
    • Export X Areas by External System/Instance
    • Import X Areas by External System/Instance
    • Delete DSI X Areas
    • Delete Remote DSI Databases
    • Force Rederivation
• Defining External System Information in TMS
  • Where External System Information Appears
  • Defining the External System in TMS
  • Setting Up External System Columns and Details
    • Define External System Columns
    • Define Column Details
  • Defining Views and Functions in the External System
    • Define Views in the External System
    • Define Functions in the External System
    • Downloading the Sample HTML Function from My Oracle Support
  • Setting Up External System Drill-down Queries
    • Defining the Name and External System for a Query
    • Defining Query Columns

6 Defining and Loading Dictionaries

• Dictionary Types
  • Strong Dictionaries
  • Weak Dictionaries
  • Virtual Dictionaries
  • Filter Dictionaries
    • About Filter Dictionaries
    • Using MedDRA SMQs in TMS
    • Filter Dictionary Rules
    • Defining Informative Notes for SMQ Algorithms
    • Maintaining Filter Dictionaries
    • Searching via the TMS HTML Browser
• Planning Strong Dictionary Structure
  • Uniqueness of Terms
  • Defining Relationships Between Dictionary Levels
    • Mandatory Relations
    • Cardinality
    • Primary Links and Primary Path Links
  • Grouping Levels
    • Classifying Verbatim Terms to a Group Level
    • Requiring a Primary Link to a Group Level
    • Group Level Constraints
    • Tree Structure Display of Group Levels
  • Deriving Terms
    • Derivation Path
    • Setting Up Derivation Within a Dictionary
  • Enforcing the Structure
  • Strong Dictionary Structure in Other Forms
• Defining a Dictionary
  • Defining the Basic Dictionary Settings
  • Defining the Dictionary Levels
  • Defining Relations Between Levels (Strong Dictionaries Only)
    • Level Selection in the Define Dictionaries Window
    • Defining Relations Between Levels
  • Defining Level Details
    • Understanding Level Details
    • Defining a Dictionary's Level Details
  • Setting the Dictionary's Status to Active
• Defining Dictionary-wide Informative Notes Before Activation
• Loading a Dictionary
  • Required Setup
  • About Load Scripts
    • Load Script Requirements
    • API Packages
    • Load Scripts and Activation Groups
  • Loading Data
    • Downloading and Extracting the Sample Scripts
    • Creating the Temporary Tables
    • Loading Dictionary Data into the Temporary Tables and Predictionary Tables
  • Creating or Assigning an Activation Group
  • Activating Loaded Terms
    • Running the Activate Preliminary Data Batch Job from the GUI
    • Running Activation from SQL*Plus
    • About Activation
  • Refreshing the Context Server Index
• Evaluating Dictionary Contents
  • Maintain Data Repository Window
  • Preliminary Repository Report
• Defining Links Between Dictionaries
  • Defining a Cross-Dictionary Link
  • Defining a Translation Derivation Link
  • Defining Filter Dictionary Links
• Creating Domains and Assigning Dictionaries to Domains
  • Creating a Domain
  • Assigning a Dictionary to a Domain

7 Defining Other TMS Elements

• Defining HTML Layouts
  • Defining HTML Layout Functions
    • Sample Package Specification
    • Defining an HTML Layout Function
  • Defining the Layout Name and Function
  • Defining the Layout Columns
  • Deleting a Layout
• Customizing Report Templates
  • Downloading a Report Template
  • Modifying a Report Template
  • Uploading a Custom Report Template
  • Updating or Deleting a Custom Report Template
• Defining and Using Actions
  • Action Types
  • Using Actions
  • Defining an Action
• Defining Search Objects
  • Defining a Search Object
  • Setting the Search Objects for a Dictionary
    • Specifying the Use of a Search Object with a Particular Dictionary
    • Removing a Search Object's Association with a Dictionary
    • Deleting a Search Object
  • Creating Custom Search Algorithms
    • Writing a Search Algorithm for Autoclassification
    • Writing a Search Algorithm for Candidate Term Generation
    • Writing a Search Algorithm for Extended Searches
• Defining Named Relations
  • About Named Relations
  • Types of Named Relations
  • Defining Named Relations
  • Defining Dictionary NRLs
  • Writing Named Relation Activation Rules
• Defining Informative Note Attributes
  • Overview of Informative Notes and Attributes
  • Required Specifications for Attributes
  • Defining an Informative Note Attribute
    • Defining the Properties for the Informative Note Attribute
    • Defining the Details for the Informative Note Attribute
    • Linking Informative Note Attributes to Dictionaries
  • Deleting an Informative Note Attribute
• Defining Dictionary-wide Informative Notes
  • STEP 1: Choose a Dictionary and an Informative Note Attribute
  • STEP 2: Enter (or Edit) the Contents of the Informative Note
    • STANDARD Informative Notes, Not of Type Memo
    • Informative Notes of Data Type Memo
    • URL Informative Notes
    • RDC Action Informative Notes
    • Entering Variables in Dictionary-wide URL Informative Notes
  • Defining a Dictionary Version Informative Note

8 Upgrading to a New Dictionary Version

• Upgrading TMS Dictionaries
• Running the Autoprocess VTAs Job
• Running Dictionary Upgrade Reports
  • Dictionary Impacts Report
    • About the Dictionary Impacts Report
    • Running the Dictionary Impacts Report
  • Predict VTA Report
    • About the Predict VTA Report
    • Running the Predict VTA Report
  • Site Impacts Report
    • About the Site Impacts Report
    • Running the Site Impacts Report
  • Omission Impacts Report
    • About the Omission Impacts Report
    • Running the Omission Impacts Report
  • Cross Dictionary Impacts Report
    • About the Cross Dictionary Impacts Report
    • Running the Cross Dictionary Impacts Report
• Maintaining Predictionary Terms and Relationships
  • About the Maintain Predictionary VTAs Tabs
  • Common Procedure for Using All Tabs
    • Setting the Filter and Querying
    • Declassifying Terms
    • Reclassifying Terms
    • Classifying Terms
    • Deleting Terms and Relations
  • Common Fields in the Maintain Predictionary VTAs Window
    • Common Fields in the Upper Tabs
    • Common Fields in the Repository Tab

9 Allocating Tasks to TMS Users

• About Task Allocation
• Setting Up Task Allocation
  • Setting Task Allocation Reference Codelist Values
  • Adding Workers to the Task Allocation System
    • Setting Each Worker's Capacity
    • Setting Each Worker's Availability
    • Maintaining User Tasks Allocation Pools
• Allocating Tasks to Workers
  • Using Direct Allocation
  • Using Automatic Pool Allocation
  • Using Manual Allocation by Term
  • Tracking Users' Workloads
    • Tracking Workloads in the Task Allocation by Quantity Window
    • Tracking Workloads as Activities
• Task Allocation Algorithms
  • Direct Allocation Algorithm
  • Automatic Pooled Allocation Algorithm
    • Pooled
    • Pooled by Workload
• Unfulfillable Assignments Report
  • About the Unfulfillable Assignments Report
  • Running the Unfulfillable Assignments Report

Part II Managing Classifications

10 Omission Management

• About Autoclassification
  • Core Process
  • Using Search Objects
    • Domain Match
    • Custom Search Objects
  • Creating Global VTAs during Autoclassification
  • Invoking Autoclassification
• Classification Concepts
  • The Classification and Verbatim Term Levels
  • Candidate Terms
  • Approved and Nonapproved VTAs
  • Global and Domain VTAs
  • Accepted and Misspelled VTAs
  • Actions
  • Discrepancy Message
  • Dictionary Term Display Procedure
    • Writing a Dictionary Term Display Procedure
• Creating and Using Activity Lists
  • Using Activity Lists
  • Setting Filters and Creating Activity Lists
    • Setting Filters
    • Saving Filter Settings as an Activity
  • Maintaining Activity Lists
• Classifying Terms Manually
  • Query for Unclassified Verbatim Terms
  • Search for a Match
    • Candidate Terms
    • Classifications
    • Actions
    • Extended Search
  • Classify the Verbatim Term
  • Apply an Action or Discrepancy Message to a Term
    • About Approving Action Assignments
    • Applying an Action
    • Modifying an Action Assignment
    • Applying a Discrepancy Message
  • Creating an Informative Note for the Classification
  • Filtering Queries
  • Using an Extended Search
  • Using the Above Button
  • Using the Below Button
• Approving and Unapproving VTAs
  • Understanding the Approve VTAs Window
  • Changing the Subtype and Adding Comments
  • Approving a Nonapproved VTA
  • Declassifying a VTA
  • Browsing the Audit Trail
• Approving Action Assignments
  • Understanding the Approve Action Assignments Window
    • Distinct and All Action Assignments
    • Distinct and All Action Assignment Audit Trail
    • Buttons
  • Approving a Nonapproved Internal Action Assignment
  • Modifying the Action Assignment
• Term Statuses
• Using the Status/Notes Pop-up Window
  • Status History
  • Note History
  • Adding a Note to a Term
• Using the VT History Window
• Omission Management Reports
  • VTA Creation Report
    • About the Verbatim Term Assignment Creation Report
    • Running the Verbatim Term Assignment Creation Report
  • Classification Statistics Report
    • About Classification Statistics Report
    • Running Classification Statistics Report
  • VT Domain Differences Report

11 VTA Maintenance

• Promoting and Demoting VTAs
  • About the Window
  • Global and Domain VTAs
    • When You Promote a Domain VTA to Global Status
    • Demoting Global VTAs to Domain Status
    • Approval Status for Global and Domain VTAs
    • Informative Notes
  • Promoting a VTA
  • Demoting a VTA
• Maintaining Action Assignments
  • About the Maintain Action Assignments Window
  • Assigning an Action to a Term
  • Rejecting an Action Assignment
  • Modifying an Existing Action Assignment
• Reclassifying and Declassifying Verbatim Terms
  • About the Reclassify Verbatim Terms Window
    • Common Fields in the VTA Tabs
    • Distinct Verbatim Term Assignments
    • All Verbatim Term Assignments
    • Repository Terms
    • Choosing Filter Settings for the Reclassify Verbatim Terms Window
  • Reclassifying a Verbatim Term
  • Declassifying a Verbatim Term
• Performing High-Level Reclassification
  • Rules and Constraints
  • The High-Level Reclassification Window
    • Lists
    • Upper Block: Classifications
    • Lower Block: Higher-level Terms
  • Performing High-Level Reclassification
    • Modify Classification
    • Undo Classification
• Copying Domains
  • Planning a Domain Copying Operation
  • Copying Domain Information Using the TMS User Interface
  • Copying Domain Information with the TMS API
  • Handling Errors that Arise from the Domain Copying Process
    • Deleting Domain Copying Error Logs
  • Reassigning Oracle Clinical Elements
  • Using Domain Copying with Virtual Dictionaries
• VTA Maintenance Reports
  • Nonapproved VTs Report
    • About the Nonapproved VTs Report
    • Running the Nonapproved VTs Report
  • Classification to a New Domain Report
    • About the Classification to a New Domain Report
    • Running the Classification to a New Domain Report
  • Verbatim Term Modifications Report
    • About Verbatim Term Modifications Report
    • Running the Verbatim Term Modifications Report
  • X Areas with Outstanding Changes Report
    • About the X Areas with Outstanding Changes Report
    • Running the X Areas with Outstanding Changes Report

12 Repository Maintenance

• About Repository Data
  • Data Currency and Data Source Filters
  • Controlling the Default Approval Status of New Terms
• About the Maintain Repository Data Window
  • Term and Relation Icons
  • Current Level and Term
  • Display of Relationships in Strong Dictionaries
  • Display of Named Relations
  • Using an Extended Search
  • Navigating to Data in the Maintain Repository Data Window
    • STEP 1: Open the Window and Select Domain and Dictionary
    • STEP 2: Choose or Create an Activation Group
    • STEP 3: Choose a Data Currency Option
    • STEP 4: Choose a Data Source
    • STEP 5: Choose a Level and Term
• Modifying Repository Data in the Maintain Repository Data Window
  • Maintaining Terms, Relations, and VTAs
    • Adding and Deleting Relationships Between Terms
    • Deleting Terms from a Dictionary
    • Adding a Term to a Dictionary Level
    • Modifying a Term
    • Define Strong Relations to Terms in Other Levels
    • Current Level Block Fields
    • Upper Block Fields
  • Resolving High-Level Omissions
• Using the Repository Authoring Window
  • Structure of the Window
  • Creating New Terms
  • Creating Named Relations Between Terms
  • Defining a Primary Path
  • Deleting Terms
  • Setting Up Cross-Dictionary Relations
    • Assign Both Dictionaries to the Same Activation Group and Domain
    • Creating Cross-Dictionary Relations Between Terms
  • Grooming Data that Failed Activation
• Creating Informative Notes for Terms and Relations
  • STEP 1: Select a Term or Relation and an Attribute Type
  • STEP 2: Enter (or Edit) the Contents of the Informative Note
    • Defining a Standard or Workflow Informative Note, Not of Type Memo
    • Defining an Informative Note of Data Type Memo
    • Defining a URL Informative Note
    • Defining an Algorithm Informative Note
  • STEP 3: Provide Further Details, then Save and Activate
• Using the Maintenance Wizard
  • Overview of Maintenance Wizard Tasks
  • Move Relation
  • Move Term
  • Move Term and Copy Relations
  • Move and Merge Term
  • Merge Term
  • Exchange Terms
  • Undoing a Change Before Activation
• Viewing and Deleting Dictionary Loading Error Logs
  • Browsing Dictionary Loading Error Logs
  • Deleting Dictionary Loading Error Logs
• Using the Release Label Authoring Window
  • Defining a Release Label Named Relation Between Two Terms
  • Checking Data Before Activation
  • Transferring Data
  • Additional Fields
• Activating Data
• Repository Maintenance Reports
  • Preliminary Repository Report
    • About the Preliminary Repository Report
    • Running the Preliminary Repository Report
  • Dictionary Version and Release Information Report
    • About the Dictionary Version and Release Information Report
    • Running the Dictionary Version and Release Information Report
• Translation Reports to Identify Inconsistent Data
  • Inconsistent Dictionary Codes Report
    • About the Inconsistent Dictionary Codes Report
    • Running the Inconsistent Dictionary Codes Report
  • Duplicate and Null Dictionary Codes Report
    • About the Duplicate and Null Dictionary Codes Report
    • Running the Duplicate and Null Dictionary Codes Report
  • Inconsistent Dictionary Relations Report
    • About the Inconsistent Dictionary Relations Report
    • Running the Inconsistent Dictionary Relations Report

Part III Browsing the Repository

13 Browsing the Repository in TMS

• Viewing Data in the Browse Repository Data Window
  • Viewing Current and Historical Data
  • Current Level Block
    • Current Level
    • Current Term
    • Changing the Data Displayed
    • Current Level Block Fields
  • Level Above Block
  • Level Below Block
  • Changing the Sort Order
  • Viewing Terms Related to the Current Term
    • Display of Deleted Data in Virtual Dictionaries
    • Strong Dictionaries in the Drill Down Dictionary Hierarchy Window
    • Weak Dictionary Folders in the Drill Down Dictionary Hierarchy Window
  • Understanding the Origin Field
  • Using a Child Search
  • Using an Extended Search
• Browsing Informative Notes
• Viewing Data in the Browse VT Classification Data Window
• Browsing Verbatim Term History
• Repository Reports
  • Date Comparison Report
    • About the Date Comparison Report
    • Running the Date Comparison Report
  • Dictionary Comparison Report
    • About the Dictionary Comparison Report
    • Running the Dictionary Comparison Report
  • Dictionary Export Report
    • About the Dictionary Export Report
    • Running the Dictionary Export Report

14 Using the HTML Browser

• Overview
  • Available Repository Data and Verbatim Terms
    • User Roles
    • Accessible Dictionaries
    • Autoquerying Dictionaries
    • Searching Across Dictionaries and Domains
  • Available External System Data
  • Basic and Complex Searches
• HTML Browser Map
• Setting Up the Document Repository
  • Creating the Document Index
  • Choosing a Proxy Server and Configuring Its Settings
  • Setting Categories for Web Document Groups
  • Defining Document Server Refresh Rules
  • Defining Document Servers
  • Generating a List of Accessible Documents
  • Populating the Document Index
• Starting an HTML Browser Session
  • Launching the HTML Browser in Its Default Configuration
  • Launching a Customized HTML Browser Session
  • Logging In
• Choosing a Type of Search
  • Exploration Tab Searches
  • Research Tab Searches
• Searching for Terminology Data
  • Using Special Characters in Searching
  • Perform a Simple Terminology Search
  • Perform an Advanced Terminology Search
    • Step 1: Determine the Terminology Data Set
    • Step 2: Choose Term Query Criteria
    • Step 3: Include Related Dictionary Data in the Search
  • Analyze the Results of a Terminology Search
    • Presentation of Results in the Terminology Search Window
    • Navigating Through Results
    • Refining Your Search
  • Select a Term
• Searching for Terms Using Filter Dictionaries
  • Performing a Simple VTA Filter Search
  • Performing an Advanced VTA Filter Search
  • Viewing VTA Filter Search Results
  • Performing a Simple Source Data Filter Search
  • Performing an Advanced Source Data Search
• Searching for Verbatim Term Assignments (VTAs)
  • Perform a Simple Verbatim Term Search
  • Perform an Advanced Verbatim Term Search
    • Terminology
    • Verbatim Term
    • Relations
    • External System
  • Analyze the Results of a Verbatim Term Search
    • Presentation of Results in the Verbatim Term Search Window
    • Refining Your Search
  • Select a Verbatim Term Record
  • Viewing Source Data for a Verbatim Term Record
  • Viewing a Source Data Record with Markup
  • Viewing Data from an External Drill-down Function or View
• Viewing VTA and Omission Status Information
  • Performing a Simple Verbatim Term Status Search
  • Performing an Advanced Verbatim Term Status Search
  • Viewing Verbatim Term Status History Details
  • Viewing a Term's Action History
  • Viewing the Action History of an Omission Occurrence
  • Viewing External System Information for Omissions
• Browsing a Dictionary Hierarchy
  • Introduction to Browsing the Dictionary Hierarchy
  • Starting a Browsing Session from the Hierarchies Link
  • Browsing in the Terminology Data Tree Structure
  • Changing the In-focus Term
  • Expanding a Branch One Level Using the Arrow Keys
  • Expanding a Branch and All Branches Under It in the Dictionary
  • Reversing the Orientation of the Tree Window
  • Launching the Term Details Window
• Searching for Documents
  • Starting a Simple Search for Documents
  • Starting an Advanced Search for Documents
    • Defining the Search Parameters for Each Term
    • Grouping Search Parameters Together
    • Entering Advanced Search Parameters
  • Analyzing the Results of a Document Search
  • Viewing a Document with Markup
  • Viewing Dictionary Information About Terms Included in a Document
• Searching for Source Data
  • Starting a Simple Search for Source Data
  • Starting an Advanced Search for Source Data
    • Application
    • Verbatim Terms
    • Term
    • Entering the Query Criteria
  • Analyzing Source Data Search Results
  • Viewing a Source Data Record
• Examining a Term's Details and History
  • Using the Term Details Window
    • Term (Currency Status)
    • Paths
    • Related Terms
    • Related Release Label Terms
  • Using the Term History Window
    • Version
    • Relations
• Examining a Relation's Details and History
  • Using the Relation Details Window
  • Using the Relation History Window
• Examining a Record's Informative Notes
• HTML Browser Administration
  • Enrolling Users
  • Enabling and Disabling Auto-login
  • Adding Browser Links to the Launch Page
    • Writing URLs for Browser Links
  • Using the About Window
  • Maintaining Document Information and Servers
    • Maintaining Document Information
    • Refreshing the Document Servers and Document Index
    • Viewing Document Index Errors
    • Optimizing the Document Index

A Sample Dictionary Definitions

• Practice Dictionary CLS
  • CLS Structure Diagram
  • CLS Level Definitions
  • CLS Level Relations Definitions
• Sample Medical Dictionary
  • Sample Medical Dictionary Structure
  • Sample Medical Dictionary Level Definitions
  • Sample Medical Dictionary Level Relations Definitions
• Sample Medical Dictionary with a Primary Path
  • Sample Medical Dictionary with a Primary Path Structure
  • Sample Medical Dictionary with a Primary Path Dictionary Level Definitions
  • Sample Medical Dictionary with a Primary Path Level Relations Definitions
• Sample Medical SMQ Dictionary
  • Sample Medical SMQ Dictionary Structure
  • Sample Medical SMQ Dictionary Level Definitions
  • Sample Medical SMQ Dictionary Level Relation Definitions
• Sample Drug Dictionary
  • Sample Drug Dictionary Structure
  • Sample Drug Dictionary Level Definitions
  • Sample Drug Dictionary Level Relations Definitions
• Sample SNOMED Dictionary
  • Sample SNOMED Dictionary Structure
  • Sample SNOMED Dictionary Level Definitions
  • Sample SNOMED Dictionary Level Relations

B Disconnected System Integration XML Files

• XML File Names
• XML File Structure
• Key to XML File Tags
• Validation of Non-TMS XML Files

C GUI Quick Reference

• Quick Reference for TMS Windows
• Quick Reference for Batch Job and Reports Windows

Glossary

Index