Special Topic: How the SAS Clinical Standards Toolkit Interprets Validation Check Metadata

Overview

Four Validation Master metadata fields are key to how the SAS Clinical Standards Toolkit processes source data and source metadata: usesourcemetadata, tablescope, columnscope, and codelogic.
The SAS Clinical Standards Toolkit uses usesourcemetadata to point to the correct metadata. If usesourcemetadata is set to Y, then the SAS Clinical Standards Toolkit knows that the source metadata (source_tables and source_columns) is to be used to derive the domains and columns to be evaluated for compliance to the standard. If usesourcemetadata is set to N, reference metadata (reference_tables and reference_columns) is to be used.
The SAS Clinical Standards Toolkit uses the tablescope and columnscope values to build the work._csttablemetadata and work._cstcolumnmetadata data sets. Based on the values of these fields, the SAS Clinical Standards Toolkit creates a subset of source metadata or reference metadata that represents the union of tablescope and columnscope. The SAS Clinical Standards Toolkit builds columns specified in columnscope that also exist in the tables specified in tablescope.
For those checks that use codelogic, the SAS Clinical Standards Toolkit builds local macro variables to communicate tablescope and columnscope settings to the code. Simple examples are each domain is interpreted as &_cstDSName, and each column is interpreted as &_cstColumn.
Code logic is run. If the check code logic is a statement (codetype=1 or 3), then _cstError=1 is generally set. If the check code logic is a DATA step or PROC SQL code segment (codetype=2 or 4), then work.cstproblems is created.