Migrating Links

The EDC Migrator supports linking Forms to Forms (Form-to-Form linking) and Items to Forms(Item-to-Form linking) as part of the migration process. This functionality reduces the amount of manual intervention required to create links in migrated studies.

Item-to-Form linking is used to link an item on one form, to a completely different form, whereas Form-to-Form linking links two separate forms. Form-to-Form linking is useful for linking an adverse event (on an AE form) to a Medical History form or to link an AE form to a Medical History or ConMed form. Linking allows you to group related data or indicate a cause and effect.

Linking is performed automatically as part of the data migration process using a single Links CSV file.

Preparing the Links CSV File

The CSV file (links.csv) maps links between form or item instances in your source data. This file is required to create links during migration. If a study has links but the file is not provided, the load continues with a warning.

The columns required for the first form instance in the link have “_REF” appended to the column header (e.g., SITENUM_REF). Columns required to identify the associated form or item instance have “_LINK” appended to the column header (e.g., FORM_LINK). All required columns must be populated, otherwise, an error occurs.

Use this template to create your CSV file:

  Download the Links Template

Required Columns

Your CSV file must include the following columns, with the exact header values specified in the table: