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REDCap Training Resources

Just Getting Started?
If you are new to REDCap, this first set of videos below can help you get started to learn the basics of REDCap and provide a general overview for some of REDCap's preliminary concepts and features.

Title Description Watch
Brief Overview of REDCap This video provides a quick overview of what REDCap is and what it can do.
4 minutes
Detailed Overview of REDCap This video provides an overview of basic functions and features within a REDCap project. It will serve as a starting point for learning about the basic concepts of REDCap, what REDCap projects are, how to create them, and how to use them.
78 minutes
Building Your Data Collection Forms The Online Designer
Use this online method for making modifications to project fields and data collection instruments very easily using only your web browser. Changes can be made quickly and viewed immediately as you build your data collection forms in real time.
5 minutes
The Data Dictionary
Use this offline method, called the 'Data Dictionary', which is a specifically formatted Microsoft Excel file within which you may construct your project fields and afterward upload the file into REDCap to commit the changes to your project. If you wish to view an example of how your Data Dictionary may be formatted, you may download the Data Dictionary demonstration file.
10 minutes
Project Field Types
Learn about the various types of fields/questions that can be created and used on surveys and data entry forms.
4 minutes
Data Entry Overview This video delineates some of the basic workflow and functionality seen when performing data entry in REDCap.
16 minutes
The Scheduling Module If you elect to utilize the Scheduling module in your REDCap project, you may then generate schedules based upon pre-defined events/time-points, after which the scheduled events get added to your project calendar. Scheduling may be done in conjunction with proper data collection, or scheduling may be performed on its own.
6 minutes

Types of REDCap Projects
There are several flavors of REDCap projects to choose from as you begin thinking about building your own project. Each type of project has its advantages and disadvantages, and may fit the specific needs better of one type of project over another. Please review the different types below, and you may even view a live example of each project type in action or view a short video about it.

Project Type Description View
Types of Projects This video describes two major decisions that must be made when building a REDCap project. It also briefly illustrates how these decisions affect which type of project is used. N / A
3 minutes
Traditional Project
(classic model with data entry forms)
The traditional project is used for basic data collection. All data is entered directly in REDCap by users who log in. Multiple data collection instruments are often defined. This project type is suitable for most data collection needs. It can capture longitudinal data, including adverse event reporting or other collection that does not have a pre-defined schedule or end-point.
3 minutes
Single Survey Project The Survey module allows a REDCap instrument to be completed by survey respondents who do not log in. Data can also still be entered by REDCap users (who do log in). This video explores all the major features of the survey module, including survey distribution. A single survey project has only one data collection instrument, which is used as a survey.
5 minutes
Longitudinal Project
(multi-use data entry forms,
abstract time-points)
The Longitudinal module allows any data collection instrument(s) to be completed multiple times for each record. The same data may be captured repeatedly. The module uses an event grid to define clear timepoints used for data collection. The longitudinal module is best suited to very structured studies which do NOT last indefinitely. Clinical trials frequently use this project type.
3 minutes
Longitudinal Project
+ Scheduling
(multi-use data entry forms,
defined time points)
This project type uses two modules. The Longitudinal module allows any data collection instrument(s) to be completed multiple times for each record. The Scheduling module adds record-specific schedules onto a study calendar, using the longitudinal event grid. Schedules can be generated and modified. The longitudinal module is best suited to very structured studies which do NOT last indefinitely. So this project type is useful for large, multi-site clinical trials needing a quick and easy way to schedule patient visits.
3 minutes
(use case for non-study/non-trial)
REDCap can be used for almost any type of data collection. The most common uses are clinical research and trials. However, REDCap is also suitable for administrative and educational data, workflow tracking, quality improvement, biobanking, registries, and non-human research. This example explores a traditional project type being used to capture and track operational bookkeeping information.
2 minutes

Special Features within REDCap Projects
Every REDCap project is capable of utilizing special features, some of which can be enabled by normal users and some by REDCap administrators. Below is a listing of these features.

Feature Description Watch
Data Access Groups
for multi-site projects
The Data Access Groups feature can be enabled within any REDCap project, and allows users to be designated into groups, after which any user in a Data Access Group may only see records created by another person in that group. Thus, groups may enter data but not be allowed to see other group's data/records. This is especially useful for multi-site projects that may require each site to enter data but not have access to what the other sites are entering.
3 minutes
The Calendar Module The Calendar application in REDCap can be used as a calendar within a each project to help organize your schedule and keep track of any upcoming events.
5 minutes
Locking Records It may be necessary in some projects for a project record to be locked so that certain users may not alter it, while still being able to view it. The Lock Records setting can be enabled for any project user on the User Rights page, which allows them to lock either 1) one form for any given record, or 2) all forms for a given record. After being locked, only users with locking/unlocking privileges may unlock it to allow it to be modified again.
3 minutes
Defining Events in Longitudinal Projects Longitudinal data collection in REDCap utilizes the notion of 'events' (e.g., visits, time-points), in which you may define the events for your project by providing event order, name, days offset, etc. Once you have definied your events, you may collect data on any data collection form for any given event. This allows one to collect data on the same form multiple times by collecting the data across multiple events.
4 minutes
Designating Instruments for Events in Longitudinal Projects After defining your events, you must designate your data collection instruments to the events for which they will be utilized. Once your instruments are designated, then longitudinal data collection will then be possible.
5 minutes

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