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About creating study objects

About creating study objects

Characteristic

Description

Naming conventions

Oracle recommends developing naming conventions, which help you identify study objects that appear in search results in the Libraries Browser.

Parents

You can create study objects on the following parents. You create a:

  • Study element on a study design.
  • Study event on a study design or study element.
  • Form on a study event.
  • Section on a form.

    Note: You cannot create a section outside the hierarchy. You must create a section on a form.

  • Item on a form or section.
  • Codelist on an item.
  • Codelist item on a codelist.

RefNames and titles

When developing naming conventions, consider that all study objects (except study projects, library projects, libraries, and studies) have RefNames and titles, which can be different.

  • RefNames are referenced in rules and are deployed to the target application. Therefore, they must:
    • Follow C# variable standards.
    • Start with a letter or an underscore.
    • Contain only letters, numbers, and underscores.
    • Be unique within a study or library. For example, you cannot have a form and an item with RefNames of DOV in the same study or library.
  • Titles are the more readable display names for study objects. They can contain spaces and special characters, but are not referenced in rules and are not deployed to the target application.

Automatically generated RefNames

When you create a new study object (not by copying an existing study object), its title and RefName are automatically generated. For example, the title of a new integer item is Integer Item, and the RefName is IntegerItem. The first time you rename the study object, both the title and RefName are updated. Subsequent changes to the study object name change the title but not the RefName.

Some words cannot be used for RefNames. For more information, see Reserved words for RefNames.

Viewing RefNames or titles

In the Project Explorer, you can select whether to display RefNames or titles for study objects, and this selection is reflected in most tabs in the workspace.

Order to create study objects

You can create study objects in any order. Consider the following options:

  • Start by determining whether any required study objects already exist in libraries.
  • If you are working from the study protocol, you might want to start with the study workflow to create an overview of the study.
  • If you are working from CRF specifications:
    • Determine whether the study contains study objects and components that can be reused in multiple locations.
    • Create these study objects and components (for example, codelists, constants, date time items) first.

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