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There are several methods and tools you can use to make a copy of a project and/or copy entities, such as forms, surveys, etc. from one project to another. 

Please review the functionality related to copying that we've outlined below to determine which feature(s) will work best for you.



Copy a Project

Description

Duplicate an existing project to create a new project, including options to also copy the following: users, user rights, and users’ roles, reports and reports folders, data quality rules, project folders, survey queue settings and automated survey invitations, project bookmarks, custom record status dashboards, alerts & notifications.

Dependencies

  • For the project you're making copy of, you'll need User Right for Project Design & Setup.
  • The Basic Class requirement applies for creating a new project via Make a Copy.



Instructions

1

Initiate Request

  • Navigate to Project Setup tab > Other Functionality tab > Copy or Back Back up the Project section.
  • Click on Copy the Project button.

2

Complete and Submit Make a Copy of the Project form

  • Project title = title of new study/project.
  • IRB number = IRB number of new study.
  • Copy Options (Also copy the following) considerations:
    • Requests to all copy records/responses not allowed.
    • All other  options checked at the the discretion of the person requesting the copy.
    • Users and user rights should also be listed on the new protocol.
    • Potential charges for external modules or external users.

3

Submit Documentation

Respond to the email notice requesting documentation to approve your request to copy a project.




XML Clone

Description

Create a new project based on the clone of an existing project, via uploading a REDCap project xml file. The XML file contains all events, arms, forms/instruments, fields, and project attributes, with options to include the following: data quality rules, record status dashboards, reports and report folders.

Dependencies

  • To get a project's XML file, you'll need User Right for Project Design & Setup.
  • The XML clone feature is not compatible with XML files generated by other mechanisms or other software than the feature described above.
  • The Basic class requirement applies for creating a new project via the XML clone.



Instructions


1

Download XML File from Source Project

  • Navigate to Project Setup tab > Other Functionality tab > Copy or Back Back up the Project section.
  • Click on Download metadata only (XML) button.
    • Accept the default settings to include optional features in the XML file.
  • Do not click onDownload metadata & data (XML) button.
    • Requests to all copy a project with data are not allowed.
  • Do not open or edit the XML file.

2

Create New Project from XML

  • Navigate to New Project tab > Create New Project form.
  • Complete Create a new REDCap Project form.
    • Project title = title of new study/project.
    • IRB number = IRB number of new study.
    • Project creation option
      • Select option Upload a REDCap project XML file (CDISC ODM format).
      • Upload the project XML file downloaded from the source project.
  • Submit form.

3

Submit Documentation

Complete OCTRI's Resource Request form that is linked to in the message that loads when you submit the New Project Form (unless you are requesting an additional project for a study that already has REDCap services - then contact redcap@ohsu.edu).



Import Data Dictionary

Description

The Data Dictionary is your all of your project instruments/forms and fields in a downloadable spreadsheet file. Upload a project's data dictionary to import the forms/instruments and fields from one project into another project. 

Dependencies

  • To use the Data Dictionary, please review the information in the FAQ and watch the Online Video.
  • To download or upload a Data Dictionary, you'll need User Right for Project Design & Setup.

Data Dictionary Feature

Project Setup Tab > Design your data collection instruments > Data Dictionary



Other Functionality Related to Copying

You can also copy discrete entities from one project to another as outlined below.

  • Download and upload forms/instruments from one project to another.
    • Requires Project Set up and Design user rights.
    • In the source project, download a form via the Project Setup Tab > Online Designer > Form of your choice > Chose Action drop-down button > Download instrument ZIP.
      • Opening the zip and or editing the files in the zip with invalidate the ZIP file.
    • In the destination project upload the form via the Project Setup Tab > Online Designer > Upload button > Choose File > Select ZIP you downloaded > Upload instrument ZIP.
      • If the destination project is in production, follow the the instructions for making production changes, i.e. enter draft mode, etc.
  • Download and upload events and event form assignments from one project to another.
    • Requires Project Set up and Design user rights.
    • Download events via Project Setup Tab > Events > Upload or download events/arms drop-down button > Download events (CSV)
    • Upload events via Project Setup Tab > Events > Upload or download events/arms drop-down button > Upload events (CSV)
    • Download form to event assignments via Project Setup Tab > Events > Upload or download instrument mappings drop-down button > Download instrument-event mappings (CSV)
    • Upload form to event assignments via Project Setup Tab > Events > Upload or download instrument mappings drop-down button > Upload instrument-event mappings (CSV) 
  • Download and upload ASI's (automated survey invitations) from one project to another.
    • Requires Project Set up and Design and Survey Distribution user rights.
    • Not recommended for ASI's that included in their logic the datediff() function.
      • The download file is incorrectly transformed because of the comas in the datediff() function.
    • Download invitations via Project Setup Tab > Online Designer > Upload or Download Invitations drop down button > Download all Automated Survey Invitations settings (CSV).
    • Upload invitations via Project Setup Tab > Online Designer > Upload or Download Invitations drop down button > Download all Automated Survey Invitations settings (CSV) > Upload Automated Survey Invitations settings (CSV).

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