Storing Objects in the Global Library

Global Librarian is an Oracle Clinical database role that you must have to save and activate Questions, Question Groups, DVGs, key templates, and extract macros. The creation of these definitions is described in other chapters. Designers then model these Global Library objects into study-level definitions. They create DCMs, DCIs, procedures, view definitions, view templates, and copy groups. The Global Librarian can then copy any of them into the Global Library and make them available for all studies.

For more information, see:

Maintaining Global Library DCMs

You can create and maintain Data Collection Modules in the Global Library, but it's more practical to refine them at the study level and then copy them to the Global Library. The maintenance tasks are the same for either module. See Defining DCMs for all DCM maintenance topics.

In this section:

Copying Study-Level DCMs to the Global Library

To promote a DCM from the study level to the Global Library, you must copy it. The target DCM must be active at the study level before you can copy it. To copy a DCM, follow these instructions:

  1. Navigate to Glib, DCIs DCMs Procedures, then DCMs.
  2. Select Special, and then Copy DCMs. The system starts the Locate DCMs utility. A dialog box opens where you choose between Library and Study.
  3. Choose the study. The Study Query dialog box opens.
  4. Locate the study that contains the target DCM.
  5. Execute a query and select the target DCM.
  6. Click OK. A dialog box opens where you can choose to copy all of the DCM's associated subsets or just the base subset. (See Configuring DCM Subsets.)
  7. Choose which subsets to copy. The system creates the copy in the Global Library.
  8. Click Save.

Maintaining Global Library DCIs

You can create and maintain Data Collection Instruments (DCIs) in the Global Library, but it's more practical to refine them at the study level and then promote them. The maintenance tasks are the same for either module. See Defining DCIs for complete all DCM maintenance topics.

In this section:

Copying DCIs into the Global Library

To promote a DCI from the study level to the Global Library, you copy it. The DCI must be active at the study level before you can copy it. To copy a DCI, follow these instructions:

  1. Navigate to Glib, DCIs DCMs Procedures, then DCIs.
  2. Select Special, then choose Copy Study DCI. The system starts the Locate DCIs utility.
  3. Choose the study containing the target DCI.
  4. Locate the target DCI.
  5. Click OK. A dialog box opens where you choose to copy all the DCI Modules.
  6. Choose Yes or No to copying all of the DCIs DCI Modules. The system creates the copy in the Global Library.
  7. Rename the DCI and save your work.

Maintaining Global Library Procedures

You cannot generate or test procedures in the Global Library. Therefore, define Procedures at the study level. See Validation and Derivation Procedures for more information.

In this section:

Copying Procedures to the Global Library

To promote a procedure from the study level to the Global Library, you must copy it. The procedure must be active at the study level before you can copy it. To copy a procedure, follow these instructions:

  1. Navigate to Glib, DCIs DCMs Procedures, then Validation (Derivation) Procs.
  2. Select Special, and then Copy Proc - Study. The system starts the Locate Validation utility.
  3. Choose the study containing the target procedure, if necessary.
  4. Locate the target procedure and click OK. The system creates a copy of the procedure.
  5. Save.

Maintaining Global Library View Definitions

You create view definitions in the Data Extract Module. See Data Extract for more information.

In this section:

Copying View Definitions to the Global Library

To promote a view definition from the study level to the Global Library, you must copy it:

  1. Navigate to Glib, Data Extract View Builder, and then View Definitions. The Maintain Library View Definitions window opens.
  2. Select Special, and then Copy Vies - Study. The system starts the Locate View Definition utility.
  3. Change to the study containing the target view definition, if necessary, by clicking the Change Study button.
  4. Locate the target definition and click OK. The system creates a copy of the view.
  5. Rename the view definition and save your work.