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Categorization of study objects

You can categorize a study object with keywords and categories to facilitate searching for study objects in the Libraries Browser. You must save a study object before categorizing it.

Usefulness of categorization

Categories and keywords are especially helpful in libraries with many study objects. When study objects are categorized, you can find a study object by selecting categories or keywords when you search rather than scanning study objects in the search results list.

Types of keywords and categories

The following keywords and categories are available.

About keywords and categories and their locations in the Libraries Browser

Type of keyword or category

Location in Libraries Browser

System keywords are keywords that are installed by default with the Central Designer application or that an administrator creates in the Central Designer Administrator application.

Keywords tab > System list

User keywords are keywords that a Central Designer user creates.

You cannot view keywords that other users create, and other users cannot view your user keywords.

Keywords tab > User list

Automatically generated categories are categories that automatically catalog study objects by auditing information (for example, the study object type, original author, creation date, and library in which the study object was created).

Categories tab > Automatically Generated tree

Manually generated categories are categories that you create by dragging keywords to the Categories tree.

Categories tab > Manually Generated tree

All study objects are categorized in the following way:

The categorization information appears below a Project category. When you change the name of a project, library, or study, the corresponding category is automatically updated.

When to categorize

If you have a categorization plan, consider categorizing study objects as you create them. If you expect your categorization plan to change, consider categorizing study objects after creating most of them.

Note: You can categorize multiple study objects at once in study object container editors.

Example

In the following example, cardiology appears as a category. The categories of heart, arteries, and veins appear below cardiology, and cardiology also appears below the therapeutic area category.

You can search for a study object that has been categorized with cardiology:

Illustration. Categories and keywords. Surrounding text describes the graphic.

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