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Libraries Browser searches

To open the Libraries Browser:

Features of Libraries Browser searches

Libraries Browser searches

 

Use

To find items, forms, and other study objects in a study or library, and then copy the study objects into a study or library.

Location of the Libraries Browser

By default, the browser is located to the right in the application window.

Features

  • Create and save search criteria for personal or global use.
  • Open, close, delete, rename, and switch to different searches.

Required search parameters

  • In a study project, you must select at least one library.
  • In a library project, selecting a library is optional.

Optional search parameters

Use one, several, or none of the following:

  • Text
  • Categories
  • Keywords
  • Libraries

Note: You can select libraries in study projects only. Choose from the libraries in the Libraries tab.

The asterisk (*), percent sign (%), and underscore (_) are wildcard operators, which are inserted before and after text. For example, dem automatically becomes *dem*. Use a comma as a delimiter.

How the search is performed

Text, keywords, categories, and libraries are connected with the AND operator. Criteria within each parameter are connected with the OR operator. For example:

  • Text that you type

    AND

  • Keyword1 OR Keyword2

    AND

  • Category1 OR Category2

    AND

  • Library1 OR Library2

Information that is searched

Titles, RefNames, and descriptions of:

  • Study elements and study events.
  • Forms and items.
  • Codelists and codelist items.
  • Mappings.

Titles and RefNames of:

  • Templates and types.

RefNames of:

  • Functions.
  • Constants.

Additionally:

  • In a study project
    • In selected libraries, only published study objects are searched.
    • In libraries you do not select, no study objects are searched.
    • Studies are not searched.

    For more information about publishing, see Publishing, republishing, and unpublishing.

  • In a library project
    • In selected libraries, only published study objects are searched, unless you select Include latest object revisions in Repository.

      If you select Include latest object revisions in Repository:

      • The latest revisions of study objects in libraries are searched.
      • All study objects in all studies are searched.

      If you leave the checkbox unselected, studies are not searched.

    • In libraries you do not select, only the latest revisions of study objects are searched.

Note: The Include latest object revisions in Repository checkbox is available in the Search Filter section only in a library project.

Search results

  • In a study project
  • Results include only published study objects, which appear below the Objects Found container and are organized by library.
  • In a library project

    Study objects are grouped according to whether they are the published versions or the latest revisions.

    • Below the Objects Found container, published study objects are organized by library and then study object type, such as form or item.
    • If you select Include latest object revisions in Repository, the Repository container appears below all library containers and holds the latest revisions of study objects, organized by study or library and then study object type, such as form or item.
      • If the published version of a study object is different from the latest revision, the study object appears in two places—in the container for the library that holds it (for the published version), and below the Repository container (for the latest revision).
      • If the latest revision is the same as the published version, the study object appears as a published study object, in the top section, organized by library.

Study objects appear as follows:

Title (RefName): Description

Copied study objects

If you copy a study object with child study objects from the Libraries Browser to a study or library, the child study objects are also copied, regardless of whether they are published.

When you drag a study object that is in a library from the Libraries Browser to another library, you are prompted to choose whether you want to link to the existing study object and its children or create new copies of the study object and its children.

When you drag a study object that is in a library from the Libraries Browser to a study, or drag a study object that is in a study from the Libraries Browser to a library, new copies of the study object and its children are created.

When you copy a template from the Libraries Browser, a study object without a link to the template is created.

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