1 Getting Started

Single/Multi-record Display Option

In general, the single-record display is more useful when you are modifying data because it allows you to see all the information for a record at once, without scrolling. The multi-record display is useful when you are querying; you can scroll up and down to quickly see all the records retrieved, and scroll across to see the complete information for each record.

Sort Order

You can sort records on any active column label (column labels that appear three-dimensional, with the column heading in boldface). Click once to sort on a column in ascending order. Click again to sort in descending order. Click a third time to return to the default unsorted state. A sort icon appears in the label after you use it to sort. The system sorts numbers by the first digits, no matter how many digits the number contains, so that 12345 comes before 543 in ascending order.

The Navigator

When you first open TMS, the Navigator window opens. This window displays the main menu tree and, if you have it installed, Oracle Clinical as well. Each item under the TMS node represents a TMS subsystem; for example, from the Repository Maintenance menu you can open windows for updating term and relation data in the TMS repository. See Figure 1-2 for an overview of the menus that appear in the Navigator.

In some cases the objects you create also appear in the navigator tree: dictionaries, levels, and Activation Groups that you have already defined appear in the tree structure; if you click them, the system displays the definition you created. To create a new object, highlight the menu option above it in the tree structure and select Insert Record.

To open a window or run a batch job or report, click either the icon or the text.

Figure 1-2 The TMS Navigator

Description of ''Figure 1-2 The TMS Navigator''

The menu items in the navigator are covered in TMS documentation as follows:

• Favorites. Save shortcuts for commonly used windows in the Favorites menu. See "Using the Favorites Menu".

• Oracle Clinical. If you integrate TMS with Oracle Clinical, the OCL menu options appear above the TMS node. See Chapter 4 for TMS/Oracle Clinical integration information.

• Define Dictionaries and Domains. Define base and virtual dictionaries from the Define Dictionaries window, and link dictionaries together. The Define Domains window allows you to create domains and assign dictionaries to them. See Chapter 6.

• Defining External System Integration. Chapter 4 covers integration with Oracle Clinical. Chapter 5 covers integrating with external systems other than Oracle Clinical, including Disconnected System Integration.

• Other Definitional Tasks. Chapter 7 explains the other Definition windows, where you define elements for use in assigning VTs, attributes of the external systems with which TMS exchanges data, and reference codelists.

• Security and Administration. Chapter 3 covers reference codelists, other settings, and security.

• Repository Maintenance. Chapter 12 describes how you can modify data in the TMS repository within a single dictionary or between multiple dictionaries, and how to view dictionary loading error logs.

• Dictionary Upgrade. Chapter 8 describes how to use TMS features to control the impact of upgrading to a new version of a vendor-supplied dictionary on your repository.

• Verbatim Term Assignment Maintenance. The windows and jobs under VTA Maintenance enable you to promote and demote VTAs, maintain Actions, reclassify verbatim terms, perform High-Level Reclassification, and copy domains. You can also run reports about VTA data, such as the Nonapproved VTAs Report, the Classification to a New Domain Report, and the three Classification Changes reports. See Chapter 11.

• Task Allocation. Chapter 9 describes how to set up task allocation and how to allocate tasks—approving actions and VTAs and classifying omissions—to users.

• Omission Management. Chapter 10 describes how to classify VT Omissions, approve VTAs, and run Omission-related reports.

• Disconnected System Integration Maintenance (DSI). Chapter 5 describes how to use DSI to exchange information with disconnected systems.

• Repository. Users without data modification privileges may still view repository data using the windows under the Repository node. These selections are covered in Chapter 13.

• Translation Reports help you identify which term and relation data are not consistent between two dictionaries in a Translation Derivation Link. For background on translation derivation, see "Defining a Translation Derivation Link". For specific information on the three translation reports, see "Translation Reports to Identify Inconsistent Data".

TMS Lite Browser. Chapter 14 describes how to use the TMS Lite Browser, which has a separate login and user interface.

Dictionary Hierarchy Tree Structure

Dictionary levels, and the relations between them, are displayed in many windows through the tree structure (Figure 1-3, "Hierarchical Structure in the Maintain Repository Data Window").

Figure 1-3 Hierarchical Structure in the Maintain Repository Data Window

Description of ''Figure 1-3 Hierarchical Structure in the Maintain Repository Data Window''

Understanding Tree Structure Icons

TMS uses small icons to convey information about the hierarchy:

Table 1-3 Tree Structure Icons

Icon	Information
VT	Indicates that TMS has created this level to hold verbatim terms and their VTAs.
p	Indicates that a Primary Link is required in a parent level where many cardinality is allowed; that is, more than one term in the parent level can be linked to a single term in the child level, and one of them must be designated as the Primary Link.
pp	Indicates that a Primary Path Link is required in a parent level where many cardinality is allowed.
	Indicates that this level is a group level. Levels within the group (except for the topmost level) are displayed with their end of the relation shown in red. They appear on the same branch in the tree structure.
__	Mandatory relation; terms in the related level must have a relation to a term in the level with a solid relation line.
- -	Optional relation; terms in the related level may or may not have a relation to a term in the level with a dotted relation line.
	Many cardinality relation; terms in the related level may be related to more than one term in the level with a branched (crow's foot) relation line.
__	Single cardinality relation; terms in the related level may not be related to more than one term in the level with a single relation line.

To refresh the tree structure display, select Navigate, then choose Refresh Tree.

About Query Mode

You are in Query mode when you have entered but not yet successfully executed or canceled a query. When you are in Query mode:

• TMS changes the background color for all fields in the block to light blue.

• You cannot change the Query Type (Standard or Context).

• You cannot modify data in any window.

• You cannot select another level in the tree structure.

• You cannot change domains.

To end Query mode, either execute or cancel the query. If you execute the query and no records are retrieved, TMS stays in Query mode. If the query does retrieve records, TMS displays the records and exits Query mode.

Starting a Query

1. Do one of the following:

   • Press F7.

   • Choose Query, then select Open Query.

   • Click the Open Query icon (see Appendix C).

2. Enter the alphanumeric text you want TMS to search for. You can always enter a standard Oracle query. If there is a Query list in the TMS window where you are working, you can choose to enter either a Standard Oracle query or a Context query, which requires the interMedia Text software.

Entering a Standard Query

Standard Oracle queries recognize the following:

Wildcards There are two wildcards that standard Oracle queries recognize:

The underscore (_) character is a single character wildcard, which can represent exactly one character in your search. Thus, the query no_e returns records with Nose and Note, but not Noise.

The percent sign (%) is a multi-character wildcard, which can match one or more characters in your search, or even none. A query on %bite% in the Term field would retrieve the terms Human Bite, Bite, and Bite on Nose.

No Text To retrieve all possible data, enter no parameters.

Entering a Context Query

Context queries use the interMedia Text software, which enables more flexible searches of TMS terms and relations. The Browse Repository Data window and the advanced search pages in the TMS Lite Browser allow you to switch between standard and context queries; see Chapter 14, "Using the TMS Lite Browser"

The Context Server Index is language-specific and configured for English language searches by default. You can change the language preference for the index by running the tmscincontextinx.sql script. See "Enabling Context Searches for Non-English Dictionaries".

The following table lists four types of operators that context queries use to expand or change the scope of a search.

Because context queries are driven by the interMedia text software, you may require a different syntax for these searches than in the rest of the TMS user interface. For example, TMS forms and interMedia handle hyphenated terms differently. When you enter a query for a term such as 'musculo-skeletal system' in a TMS form, TMS returns all of the terms that contain that text. The interMedia text option, however, treats the hyphen character ('-') as an operator between two terms in a search. To search for the same term in the TMS Lite Browser, you must precede the hyphen with a slash ('\'). The search becomes:

musculo\-skeletal system

For more information on using special characters in context searches, see the Oracle interMedia User's Guide and Reference (part number A88786).

Counting the Number of Records Your Query Retrieves

Do one of the following:

• Press Shift+F2.

• Select Query, then Count Hits.

• Click the Count Hits icon (see Appendix C, "GUI Quick Reference").

TMS displays the count at the bottom of the window.

Executing the Query

Do one of the following:

• Press F8.

• Select Query, then choose Execute Query.

• Click the Execute Query icon (see Appendix C, "GUI Quick Reference").

To execute the same query again, press F7 F7 F8, in sequence.

Cancelling the Query

Do one of the following:

• Press Ctrl+Q.

• Select Query, then choose Cancel Query.

• Click the Cancel Query icon (see Appendix C, "GUI Quick Reference").

Adding Shortcuts

To add a shortcut to the Favorites menu:

1. Select File, then Save as Favorite. TMS prompts you to select a form or batch job.

2. Click OK, and click the form or job you want to add to the Favorites. The Save as Favorite window appears.

   
   Description of the illustration ''save_favorite.gif''
   
   

3. Enter a name for the shortcut, and click OK.

4. In the Favorites menu, click the selection under which you want the new shortcut to appear. To save the new shortcut at the top of the Favorites, or if this is the first shortcut for this system, click the Favorites node itself.

   TMS saves the new shortcut under the Favorites node in the navigator tree.

Removing Shortcuts

To remove a shortcut from the Favorites menu:

1. Select File, then choose Delete Favorite. TMS prompts you to select a form or batch job to remove from the Favorites menu.

2. Click OK, and click the Favorites shortcut you want to remove. TMS prompts you to confirm this deletion.

3. Click OK to delete the shortcut. TMS removes this Favorite from the navigator tree.