Searching for Terms Using Filter Dictionaries

If your company uses filter dictionaries such as MedDRA SMQs, you can use the filter dictionary to find related dictionary terms, VTAs, and source terms. In the Term Details window you can see the relations between filter terms and base dictionary terms.

To begin, do the following:

Go to the Terminologies window in the Exploration tab.
Enter a query for a filter dictionary term; specify a filter dictionary in the Dictionary field or specify a filter dictionary term in the Term field. Or do an Advanced Search; see Perform an Advanced Terminology Search.
Click Search. The system displays terms in the Results section that satisfy the search criteria.
Click the term in the Results section. The Term Details window opens. Expand the Term Details node (>) to see the following filter dictionary-related information:
- Informative Notes. If there are Informative Notes associated with the term you see them at the bottom of the Term Details section. You can see the text of all Informative Notes associated with the term. For Informative Notes of type Algorithm you see the actual algorithm.
  
  You can click on the icon for each Informative Note to see its history. If changes have been made to the note over time, you see each version of the note.
- SMQ category. The term Status field displays the SMQ category for the term. The category is used in search algorithms.
The Related Terms section displays all terms to which the filter dictionary term has a named relation. The terms' dictionary and dictionary level are displayed in the Level column.

See Using the Term Details Window for more information.

You can link to other windows from the Term Details Window:

Related VTAs. Click the Verbatim Term Assignment link and enter a query to see VTAs related to the term that meet your search criteria; see Performing a Simple VTA Filter Search and Performing an Advanced VTA Filter Search.
Related Source Terms. Click the Source Data link and enter a query to see source terms related to the term that meet your search criteria; see Performing a Simple Source Data Filter Search and Performing an Advanced Source Data Search.
Hierarchy Search. Expand the Term Details node (+) and click the Term Hierarchy link; see Browsing a Dictionary Hierarchy.
Term History. Expand the Term Details node (+) and click the Term History link; see Examining a Term's Details and History.
Relation Details. Click on a link in the Relations column to see the details of that relation; see Using the Relation Details Window. The Status of the relation indicates the SMQ Category of the relation, which is used in SMQ algorithms.

For more information, see:

Parent topic: Using the TMS Lite Browser

Performing a Simple VTA Filter Search

Use this window to search for VTAs related to Filter Dictionary terms (SMQ terms).

To Reach This Window

After you have queried for a filter dictionary term in the Terminologies window (see the previous section), click a filter dictionary term, then click Verbatim Term Assignment.

Searches in this window return VTAs that satisfy the search criteria you enter here and are related to the filter dictionary term you selected in the Term Details window. To perform a search do the following:

Select a Domain in which to search, or select All Domains. Global is also an option.
Select a Direction to use the dictionary hierarchy to include related verbatim term assignments (VTAs) in the search results:
- None. No hierarchical search is conducted; the search retrieves only VTAs with a direct relation to the selected term.
- Up. The search retrieves parent terms and other terms upward in the dictionary hierarchy; in the case of SMQs, this option does not make sense because there will never be VTAs in levels above SMQ terms.
- Down. The search retrieves child terms and other terms downward in the dictionary hierarchy.
- Up/Down. Retrieves related terms both above and below the selected term in the hierarchy; in the case of SMQs, this option does not make sense because there will never be VTAs in levels above SMQ terms.
For example, if you select the SMQ term Hepatic disorders (SMQ) and search with Direction set to None the search retrieves no records because Hepatic disorders (SMQ) has no direct relations to any MedDRA terms. However, if you search with Direction set to Down it will retrieve many terms because its children do have relations with MedDRA terms, many of which may be VTAs.
Select a Filter Relationship. For MedDRA SMQs the choices are as your company defined them: Broad Scope, Narrow Scope, or All named relations, or the equivalent.
Click Search. The system displays the retrieved VTAs in the Results section; see Viewing VTA Filter Search Results.

Parent topic: Searching for Terms Using Filter Dictionaries

Performing an Advanced VTA Filter Search

Advanced Search allows you to use additional search criteria. Specify a value for one or more of the following criteria:

Select a Domain in which to search, or select All Domains. Global is also an option.
Select a Direction to use the dictionary hierarchy to include related verbatim term assignments (VTAs) in the search results:
- None. No hierarchical search is conducted; the search retrieves only VTAs with a direct relation to the selected term.
- Up. The search retrieves parent terms and other terms upward in the dictionary hierarchy; in the case of SMQs, this option does not make sense because there will never be VTAs in levels above SMQ terms.
- Down. The search retrieves child terms and other terms downward in the dictionary hierarchy.
- Up/Down. Retrieves related terms both above and below the selected term in the hierarchy; in the case of SMQs, this option does not make sense because there will never be VTAs in levels above SMQ terms.
For example, if you select the SMQ term Hepatic disorders (SMQ) and search with Direction set to None the search retrieves no records because Hepatic disorders (SMQ) has no direct relations to any MedDRA terms. However, if you search with Direction set to Down it will retrieve many terms because its children do have relations with MedDRA terms, many of which may be VTAs.
Select a Filter Relationship. For MedDRA SMQs the choices are as your company defined them: Broad Scope, Narrow Scope, or All named relations, or the equivalent.
Select a MedDRA SMQ or other filter dictionary Status.
Select an Approval status for the VTAs: Approved, Not Approved, or All.
Select a VTA Subtype: Misspelled, Accepted, or All.
Click Search. The system displays the retrieved VTAs in the Results section; see Viewing VTA Filter Search Results.

Parent topic: Searching for Terms Using Filter Dictionaries

Viewing VTA Filter Search Results

For each term retrieved by either a simple or advanced VTA filter search, the system displays the following information:

Verbatim Term name.
Link to Source Data. See Performing a Simple Source Data Filter Search and Performing an Advanced Source Data Search.
Approved. If Y, the VTA is approved, if N, it is not approved.
Dictionary Term. The dictionary term to which the verbatim term is assigned. Use this link to see dictionary term details; see Using the Term Details Window.
Code. The unique ID of the dictionary term to which the verbatim term is assigned.
Domain. The VTA's domain, if the VTA is specific to a domain, or GLOBAL if it is global.

Note:

Virtual dictionaries cannot have global VTAs.
Terminology. The dictionary that contains the VTA's dictionary term.
Level. The dictionary level of the VTA's dictionary term.

Parent topic: Searching for Terms Using Filter Dictionaries

Performing a Simple Source Data Filter Search

Use this window to search for source terms related to Filter Dictionary terms (SMQ terms). After you have queried for a filter dictionary term (see the previous section), click Source Data and enter a query here. The search returns source terms that satisfy the search criteria you enter here and are related to the term you selected in the Term Details window.

To view source data for VTAs that are related to a filter dictionary term, do the following:

Select an Application; the external source data system that collected the source terms you want to view.
Select a Group. Groups control which external system columns you return for each external system data record. In Oracle Clinical Data Searches, for example, you can view the Project, Study, and Patient for each record. See Setting Up External System Drill-down Queries for instructions about how to define groups.
Select a Domain or All Domains.
Select a Direction to use the dictionary hierarchy to include related verbatim term assignments (VTAs) in the search results:
- None. No hierarchical search is conducted; the search retrieves only VTAs with a direct relation to the selected term.
- Up. The search retrieves parent terms and other terms upward in the dictionary hierarchy; in the case of SMQs, this option does not make sense because there will never be VTAs in levels above SMQ terms.
- Down. The search retrieves child terms and other terms downward in the dictionary hierarchy.
- Up/Down. Retrieves related terms both above and below the selected term in the hierarchy; in the case of SMQs, this option does not make sense because there will never be VTAs in levels above SMQ terms.
For example, if you select the SMQ term Hepatic disorders (SMQ) and search with Direction set to None the search retrieves no records because Hepatic disorders (SMQ) has no direct relations to any MedDRA terms. However, if you search with Direction set to Down it will retrieve many terms because its children do have relations with MedDRA terms, many of which may be VTAs.
Select a Filter Relationship. For MedDRA SMQs the choices are as your company defined them: Broad Scope, Narrow Scope, or All named relations; or the equivalent.

Alternatively, if the filter dictionary term is associated with an algorithm Informative Note, you can conduct a search using that algorithm by selecting: @ SMQ Algorithm.
Click Search. The VTA Source Data window appears; see Viewing Source Data for a Verbatim Term Record.

Parent topic: Searching for Terms Using Filter Dictionaries

Performing an Advanced Source Data Search

Use this window to search for source terms related to Filter Dictionary terms (SMQ terms). After you have queried for a filter dictionary term (see the previous section), click Source Data, then click Advanced Search and enter a query here. The search returns source terms that satisfy the search criteria you enter here and are related to the term you selected in the Term Details window.

Advanced Search allows you to use additional search criteria.

Select an Application; the external source data system that collected the source terms you want to view.
Select a Group. Groups control which external system columns you return for each external system data record. In Oracle Clinical Data Searches, for example, you can view the Project, Study, and Patient for each record. See Setting Up External System Drill-down Queries for instructions about how to define groups.
Select a Domain or All Domains.
Select a Direction to use the dictionary hierarchy to include related verbatim term assignments (VTAs) in the search results:
- None. No hierarchical search is conducted; the search retrieves only VTAs with a direct relation to the selected term.
- Up. The search retrieves parent terms and other terms upward in the dictionary hierarchy; in the case of SMQs, this option does not make sense because there will never be VTAs in levels above SMQ terms.
- Down. The search retrieves child terms and other terms downward in the dictionary hierarchy.
- Up/Down. Retrieves related terms both above and below the selected term in the hierarchy; in the case of SMQs, this option does not make sense because there will never be VTAs in levels above SMQ terms.
For example, if you select the SMQ term Hepatic disorders (SMQ) and search with Direction set to None the search retrieves no records because Hepatic disorders (SMQ) has no direct relations to any MedDRA terms. However, if you search with Direction set to Down it will retrieve many terms because its children do have relations with MedDRA terms, many of which may be VTAs.
Select a Filter Relationship. For MedDRA SMQs the choices are as your company defined them: Broad Scope, Narrow Scope, or All named relations, or the equivalent.
Select a Status. TMS stores the MedDRA SMQ term category in this field.
Select an Approval status for the VTAs: Approved, Not Approved, or All.
Select a VTA Subtype: Misspelled, Accepted, or All.
Enter values in the Source Data section. TMS displays the external system source data fields defined for the application you selected. In each field you can enter a specific value to narrow the search.

For example, if you selected Oracle Clinical as the application, you can enter a specific study to retrieve source terms collected in that study only.
Click Search. The VTA Source Data window appears; see Viewing Source Data for a Verbatim Term Record.

Parent topic: Searching for Terms Using Filter Dictionaries