Step 3: Add library objects to your study (optional)

  1. At the bottom of the Project Explorer, click the Visit Schedule (Visit Schedule icon.) button.
  2. Expand the Study Design folder.
  3. Continue expanding as needed and select the study object you want to add the library object to. For example, if you are adding a library item to a form, expand the Study Design folder and the visit the form is in, and select the form.
  4. Search for the library object you want to add to the study.
    1. Click the Libraries tab, which appears on the right of the page by default.

      Tip:

      If you don't see the Libraries tab, at the top left of the page, select View, and make sure Libraries is selected.
    2. Do one or more of the following:
      1. To open a saved search, select Actions > Open Search from Repository.
      2. To search for a library object by category, click Categories.
      3. To search for a library object using keywords, click Keywords.
      4. To specify the libraries you want to search in, click Libraries.
      5. Select the checkboxes for the libraries you want to search in, or, to select all available libraries, click Check All Libraries in Repository Results.
      6. Optionally, to search on the latest versions of each library object in the selected libraries, click Include latest object revisions in Repository.
    3. Enter the search criteria for the library object, and click Find.

    Tip:

    If you are adding a library object that references other objects, we recommend that you add the referenced objects first. For example, if you want to add a library section with a link to a library item on another form, add the library item to the other form before you add the library section.
  5. Drag the library object from the Libraries tab and drop it on the object you want to add it to in the Project Explorer.