• Click the Overview tab.
• Click the (pencil) icon on the Study Overview web part.
• Review and change study properties:

• Label: By default, the folder name, here "Research Study," is used. You can edit to make it more descriptive, such as "HIV Study".
• Investigator: Enter your own name to personalize this example.
• Grant/Species: If you enter the grant name and/or species under study, they will be displayed. These fields also enable searches across many study folders to locate related research. Enter a grant name to see how it is shown.
• Description/Render Type: Our example shows some simple HTML formatted text. You can include as much or as little information here as you like. Select a different Render Type to use Markdown, Wiki syntax, or just plain text.
• Protocol Documents: Attach documents if you like - links to download will be included in the web part.
• Timepoint Type: Studies can use several methods of tracking time; this decision is fixed at the time of study creation and cannot be modified here. See Visits and Dates to learn more.
• Start/End Date: See and change the timeframe of your study if necessary. Note that participants can also have individual start dates. Changing the start date for a study in progress should be done with caution.
• Subject Noun: By default, study subjects are called "participants" but you can change that here to "subject," "mouse," "yeast," or whatever noun you choose. Try changing these nouns to "Subject" and "Subjects".
• Subject Column Name: Enter the name of the column in your datasets that contains IDs for your study subjects. You do not need to change this field to match the subject nouns you use.
• When finished, click Submit and see how this information is displayed. Notice the "Participants" tab name is changed.

• Reopen the editor and change the subject noun back to "Participant[s]" to restore the original tab and tool names for this walkthrough.

• Return to the Overview tab if you navigated away.
• Click the Study Navigator link or the small graphic in the Study Overview web part.
• The Study Navigator shows you at a glance how much data is available in your study and when it was collected.
• Rows represent datasets, columns represent timepoints.

• Use the Participant's current cohort dropdown to see collection by cohort.
• Use the checkboxes to switch between seeing counts of participants or rows or both.
• Click the number at the intersection of any row and column to see the data. For example, Lab Results in month two look like this:

• Click the Participants tab.
• If you know the participant ID, you can use the search box to find their information.
• The Participant List can be quickly filtered using the checkboxes on the left.
• Use the Filter box to narrow the list if you know part of the participant ID.
• Hover over a label to see the group member IDs shown in bold. Click a label to select only that filter option in that category. Here we see there are 8 participants enrolled receiving ARV treatment.

• Click any participant ID to see all the study data about that participant.
• The details of any dataset can be expanded/collapsed using the and icons.

• Click the Search For link above the report to search the entire site for other information about that participant. In this case, you will also see results from the "Laboratory Data" folder in this project.

• Click the Clinical and Assay Data tab.
• There are three primary datasets here: Demographics, Physical Exam, and Lab Results.
• Click "Joined View: Physical Exam and Demographics" to open an integrated custom grid.

• Select (Grid Views) > Customize Grid.
• Scroll down on the Available Fields side to Datasets and click the to expand it. Listed are the two other datasets.
• Expand the "Demographics" node by clicking the .

• Scroll down and notice the checked fields like Country and Group Assignment which appear in our joined view.
• Scroll down on the Selected Fields side to see these fields shown.
• You can use checkboxes to add more fields to what is shown in the grid, drag and drop to rearrange columns in your view, and use the and icons for selected fields to edit display titles or delete them from the view.
• Click View Data when finished to see your changes.

• Notice the message indicating you have unsaved changes. Click Revert to discard them.

• On the Clinical and Assay Data tab, click Bar Chart: Blood Pressure by Cohort and Treatment.
• Here we see plotted a measure from the "Physical Exam" dataset (Systolic Blood Pressure) against cohort and treatment group data from the "Demographics" dataset.

• Click Edit in the upper right to open the plot for editing.
• Click Chart Type to open the chart wizard.

• Columns on the right can be dragged and dropped into the plot attribute boxes in the middle.
• Select a different plot type using the options to the left. The plot editor will make a best effort to retain plot attribute column selections, though not all attributes apply to each chart type.
• Click Box.
• Notice that the X and Y axis selections are preserved.
• Drag the column "Study: Cohort" to the "Color" box.
• Drag the column "Gender" to the "Shape" box.

• Click Apply to see the new box plot. At present, only the outliers make use of the color and shape selections.

• Click Chart Layout.
• Give the plot a new title, like "Systolic - Box Plot"
• Change Show Points to All.
• Check the box to Jitter Points; otherwise points will be shown in a single column.
• Scroll down to see the controls for plot line and fill colors.
• Choose a different Color Palette from which the point colors will be selected. Shown here, "Dark".

• Click Apply to see the revised box plot.

• Click Save As to save this as a new visualization and preserve the original bar chart.
• Give the new report a name and click Save in the popup.

• You can experiment by changing which column is used to define cohorts: For instance, choose "Country" and click Update Assignments.
• Notice the new entries under Defined Cohorts and new assignments in the Participant-Cohort Assignments web part.
• Click the Participants tab.
• Now you see under Cohorts that both the original cohorts and new ones are listed. Using the hover behavior, notice that the original "Group 1 and Group 2" cohorts are now empty and participants can quickly be filtered by country.
• Go back in your browser window or click the Manage tab and Manage Cohorts to return to the cohort page.
• Under Defined Cohorts you can click Delete Unused, then return to the Participants tab to see they are gone.
• Click the Clinical and Assay Data tab. Click Bar Chart: Blood Pressure by Cohort and Treatment and you will see it has been automatically updated to reflect the new cohort division by country.

• Return the original cohorts before moving on:
• On the Manage tab, click Manage Cohorts.
• Restore the original assignments based on the Demographics/Group Assignment field.
• Click Update Assignments.
• Under Defined Cohorts, click Delete Unused.

• On the Manage tab, click Manage Security.
• Review the Study Security Type: Datasets can be read-only or editable, under either type of security:
• Basic security: folder permissions determine access to all datasets
• Custom security: folder permissions can be set by dataset for each group with folder access
• Change the type to Custom security with editable datasets. Notice the warning message that this can change who can view and modify data.
• Click Update Type.
• When you change to using 'custom' security, two additional web parts are added to the page:
• Study Security: Use radio buttons to grant access to groups. Click Update after changing. In the screenshot below, we're changing the "Study Team" and "Example Team Members" groups to "Per Dataset" permissions.

• Per Dataset Permissions: Once any group is given per-dataset permissions using the radio buttons, you will have the option to individually set permission levels for each group for each dataset.
• Click Save when finished, or to revert to the configuration before this step, set all for "Example Team Members" to read, and set all for "Study Team" to edit.

• On the Manage tab, click Manage Alternate Participant IDs and Aliases.
• Alternate participant IDs allow you to use a consistent prefix and randomized set of the number of digits you choose.
• Dates are also offset by a random amount for each participant. Visit-date information could potentially isolate the individual, so this option obscures that without losing the elapsed time between visits which might be relevant to your study.
• Participant Aliases lets you specify a dataset containing specific aliases to use. For instance, you might use a shared set of aliases across all studies to connect related results without positively identifying individuals.

• On the Clinical and Assay Data tab, open the dataset of interest. Here we use the Demographics dataset.
• Above the grid, click Manage.

• Click Edit Definition.

• Click the Fields section to open it.
• Find the field of interest, here "Status of Infection."
• Click the to expand it.
• Click Advanced Settings.
• In the popup, you will see the current/default PHI Level: "Not PHI".
• Make another selection from the dropdown to change; in this example, we choose "Full PHI".

• Click Apply.
• Adjust PHI levels for as many fields as necessary.
• Scroll down and click Save.
• Click View Data to return to the dataset.

• From the Manage tab, click Export Study.
• On the export page, notice one of the Options is Include PHI Columns. Select what you want included in your export:
• Restricted, Full, and Limited PHI (default): Include all columns.
• Full and Limited PHI: Exclude only the Restricted PHI columns.
• Limited PHI: Exclude the Full PHI and Restricted columns.
• Uncheck the checkbox to exclude all PHI columns.
• If you marked the demographics column as "Full PHI" above, select "Limited PHI"to exclude it. You can also simply uncheck the Include PHI Columns checkbox.
• Click Export.
• Examine the downloaded archive and observe that the file named "ARCHIVE_NAME.folder.zip/study/datasets/dataset5001.tsv" does not include the data you marked as PHI.

• Click the Manage tab.
• Click Publish Study (at the bottom).
• The Publish Study Wizard will guide you through selecting what to publish.
• By default, the new study will be called "New Study" and placed in a subdirectory of the current study folder.
• Select the participants, datasets, timepoints, and other objects to include. On the Datasets step, you can elect to have the study refresh data if you like, either manually or nightly.
• The last page of the publish wizard offers Publish Options including obscuring information that could identify individuals and opting for the level of PHI you want to publish.
• Click Finish at the end of the wizard to create the new study folder with the selected information.

Explore the new study, now available on the projects menu.