Importing a study archive is the same as importing any folder archive with a few additional considerations. Like other imports, you first create a folder of type "Study", then navigate to it before importing. You can import from an exported archive, or from another study folder on the same server. Selecting which study objects to import from either source gives you, for example, the ability to import an existing study's configuration and structure without including the actual dataset data from the archive. If you do want to import dataset data or specimen data to a new study, you must use the archive import option as the folder template method does not support data transfer.

Validate All Queries After Import

By default, queries will be validated upon import of a study archive and any failure to validate will cause the import job to raise an error. To suppress this validation step, uncheck the Validate all queries after import option. If you are using the check-for-reload action in the custom API, there is a suppress query validation parameter that can be used to achieve the same effect as unchecking this box in the check for reload action.

Fail Import for Undefined Visits

By default, new visit rows will be created in the study during import for any dataset or specimen rows which reference a new, undefined visit. If you want the import to instead fail if it would create visits that are not already in the destination study or imported visit map, you can check the box to "Fail Import for Undefined Visits".

Overlapping Visit Ranges

If you are importing a new visit map for a visit-based study, the import will fail if the new map causes overlapping visit.

Study Templates

A study minus the actual dataset data can be used as a template for generating new studies of the same configuration, structure and layout. To generate one, you can either:

  • Create a specific template study with all the required elements but no data.
  • Export an existing study, but exclude "Dataset Data" on export.
In a large project with many studies, keeping them all of the same format and layout may be a priority. A template can also be useful if an administrator needs to make a change to the web parts or tabs in all child studies at once. Importing only the necessary portion of a template into an existing study can be used to change, for example, web part layout, without changing anything else about the study.

When you import any study archive, or import from a study template, you can select only the objects of interest.

To import a study template:
  • Select (Admin) > Folder > Management and click the Import tab.
  • Click Choose File or Browse and select the study template archive.
  • Check the box for "Use advanced import options".
  • Click Import from local zip archive.
  • Check the box for "Select specific objects to import".
  • Select the elements to import; if you are using an archive as a template, check that "Dataset Data" and other data objects are not checked. Objects not available or not eligible for import are grayed out.
  • Click Start Import.

It is also possible to import a study into multiple folders at once. More information about these options can be found here: Advanced Folder Import Options.

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