Working with Default Folders :: SAS(R) Clinical Data Integration 2.3: User's Guide, Second Edition

Overview

SAS Clinical Data Integration enables you to define a metadata folder structure using default folders. This folder structure maintains consistent metadata organization when a study or submission is created.

You can customize which default folders are applied to a new study or submission. You can modify the default folder properties.

Note: You must have appropriate permissions to view the Clinical Administration tree. For more information, see Adding Users to the Clinical Administrators Group.

Folder Name Requirements

A folder name must meet the following requirements:

The maximum length is 60 characters.
The name must not be the same as any existing folder name in the same parent folder. The comparison check is not case sensitive.
The name cannot include whitespace characters.

Folder and Library Descriptions Requirements

The maximum length of a description for a folder or library is 200 characters.

Library Name Requirements

A library name must meet the following requirements:

The maximum length is 60 characters.
The name must not be the same as any existing default library name in the study or submission. The comparison check is not case sensitive.

libref Name Requirements

A libref name must meet the following criteria:

The first character must be an alphabetic character or an underscore.
Each subsequent character must be an alphabetic character, integer, or an underscore.
The maximum length is eight characters.
The name must not be the same as any existing default library name in the study or submission. The comparison check is not case sensitive.

Add a Default Folder

To add a folder to the default folder structure for a study or submission, perform the following steps:

In the Clinical Administration tree, expand Study or Submission.
Expand Default Content, right-click Root Folder, and then select New Subfolder.

A new, untitled folder is created and displayed.
Enter a name for the folder, and then press ENTER.

The name must meet the requirements; see Folder Name Requirements.

View and Modify Default Folder Properties

To view and modify default folder properties, perform the following steps:

In the Clinical Administration tree, expand Study or Submission.
Expand Default Content, and then expand Root Folder.

The available default folders appear.
Select a default folder, right-click, and then select Properties.

The Default Folder Properties dialog box appears.
Enter the name of the folder, and then enter an optional description.
Click OK.

Delete a Default Folder

To delete a default folder, perform the following steps:

In the Clinical Administration tree, expand Study or Submission.
Expand Default Content, and then expand Root Folder.
Select a default folder, right-click, and then select Delete.

The folder and its subfolders are deleted.