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Release 1.9.14 - 10th April, 2013

  •         Changes to ADDRESS2 study import code for sample tracking.
  •         Fix for error when displaying record status while previewing in the dataset designer.
  •         Ensure records that don't have doc instances for the requested set of document occurrences still appear in the export.
  •         Removed xls export option.      

Release 1.9.13 - 28th January, 2013

  • SPSS exports now use user-missing codes -9999 and 1-Jan-9999
  • Removed check for group membership when generating UKCRN report.
  • PROCAS export now calculates age from DateOfBirth to DateOfFirstOfferedAppointment.
  • Fix for record status reports in non review and approve studies.
  • Centres admin web page now allows ordering by centre name or code.

Release 1.9.12 - 9th January, 2013

  • The Control application can now display centres in name or code order.
  • Data import changes specific to the PROCAS study.

Release 1.9.11 - 27th Nov, 2012

  • Data import changes specific to the PROCAS study.

Release 1.9.10 - 7th Nov, 2012

  • Expanded UKCRN report for ADDRESS2 study

Release 1.9.9 - 5th Oct, 2012

  • Added medication and pharmacy features
  • First release for BeneMin study

Release 1.9.8 - 7th Aug, 2012

  •  Changes to server error logging.
  •  Changes to study specific imports.

Release 1.9.7 - 11th July, 2012

  •  Blank document pdfs no longer contain deleted entries.
  •  Changes to study specific imports.

Release 1.9.6 - 1st June, 2012

  •  Now displays record status after identifier in Collect.
  •  Fix for adding consent to existing records in studies that don't use the ESL.

Release 1.9.5 - 26th April, 2012

  • Invalid and Inactive records no longer appear in Collect.
  • Added a Centres admin page for Project Managers.

Release 1.9.4 - 22nd March, 2012

  • Added password reset web page
  • Data exports now run immediately

Release 1.9.3 - 16th February, 2012

This release is primarily aimed at the ClinTouch project and includes the following changes that are specific to that project:

  • Added demo questions

Release 1.9.2 - 7th February, 2012

  • In case where JavaWebStart fails to download the latest release of Collect, now catches that error and directs user to web page to download Collect manually
  • Timing of start of questionnaire corrected for ClinTouch

Release 1.9.1 - 2nd February, 2012

This release is primarily aimed at the ClinTouch project and includes the following changes that are specific to that project:

  • Now stores start and end of questionnaire
  • Allows whitespace in answers
  • Stores when reminders have been sent
  • Informs participant when questionnaire has timed out

Release 1.9.0 - 19 January, 2012

  • Changes to support the ClinTouch project
  • Corrected running totals in UKCRN report

Release 1.8.9 - 29 November, 2011

  • Duplicant participant checks are now within a study rather than across the whole database
  • Added ADDRESS2 imports
  • Fixed problem in calculating bounding end dates for UKCRN reports

Release 1.8.8 - 26 October, 2011

  • Added new role to allow export of Participant Register data
  • Fix for bug#1451 - 'Collect doesn't offer a second chance at creating a participant register entry'

Release 1.8.7 - 20 September, 2011

  • Fixed problem in export of Participant Register
  • Fix for bug#1450 - 'Exports - some text strings not being exported completely'

Note: release numbering changed after this point

Release 7.4 (Build 1.7.9) - 25 June, 2010

  • Added some optimizations to speed up the participant register.

Release 7.4 (Build 1.7.7) - 1 June, 2010

  • Added code to support sample tracking for studies that require it.

Release 7.4 (Build 1.7.4) - 28 January, 2010

  • General system changes to facilitate the display of external identifers for studies that require it.

Release 7.(Build 1.7.3) - 18 December, 2009

  • Added server code to support the upcoming import feature. 

Release 7.(Build 1.7.2) - 19 November, 2009

 Bug Fixes

  • Bug #1391 - Comments on option entries in tables not exported

 Release 7.(Build 1.7.1) - 21 October, 2009

 Bug Fixes

Collect (1.7.1)

  • Bug #1328 - 'Need to proctect against calculated entries that can produce a non-number'. This bug was caused by certain calculated entries equating to eitheir 'Infinity' or 'Not a Number'. This occurred when a the calculated entry's divisor was zero (in the case of 'Infinity'), for example. These values cannot be stored in the database, and caused the document to be saved in an error state in Collect. The fix ensures that any calculated entry computing to a non-number value is recorded as '999 - data unable to be captured'. Logic has been put in place to allow all documents already saved in the error state to be easily resubmitted without incident.

Create (1.7.1)

  •  Bug #1371 - 'Relax patching rules to allow centre name editing and site additions/edits' - The patching rules have now been relaxed with respect to editing existing centres and adding new sites for non-randomised studies. It is now possible to change an existing site name (but not its code), to add new sites to an existing centre, and to add new centres and subordinate sites to the existing study. (For randomised studies no changes are allowed with respect to the existing centre/site configuration). 
  • Bug #1370 - Create Element Library View Fix - the element library view had been broken in Release7 (it was not possible to add entries to a new document or to modify an existing one), but these problems are now fixed.
  • Bug #1337 - 'Empty message dialog when adding options'
  • Bug #1359 - 'Study patching requires higher privilege level than publishing' - Study patching used to be grated to the same set of people who could publish new studies. Now, however, an additonal privilege is required in the SYSTEM project (Study Patcher) in order to be allowed to patch studies.

Release 7.0(Build 1.7.0) - 09 September, 2009

New Features

  • Patch Manager – This is a new feature within Create. The manager provides a way to modify an existing study (e.g. the addition, modification and/or deletion of entries within an existing study documents, or the ability to change other study parameters).  The manager maintains a provenance history of each modification.  

Bug Fixes


  •       #1289 – a general bug potentially affecting all exports, potentially causing data to be placed into incorrect columns.

  •        #1291 – Server domain information now appears at the top of the title bar for Collect, Control and Create, so that there is no confusion over whether the user is currently connected to a live or test server.     

  •       #1329 – problem with SPSS exports – derived entry values were being encoded as a string. Now encoded correctly as a numeric value.


  • #1295 – ‘Illegal argument exception when entering standard codes’. This problem occurred for some documents in some studies when users tried to apply missing codes to every entry in the section. The problem was that certain entries may, by design in Create, disallow missing codes. The feature now only tries to apply missing codes to entries where missing codes are applicable.
  • #1322 - ‘Centre codes not visible in Create UI’.
  • #885 – ‘External derived entries do not work when document is rejected’ – the external derived entry’s ‘calculate’ button was remaining disabled, even after the user changed the value of one of its constituent entries in a previous section. The button now is enabled as soon the value of any constituent entry in any section is changed, so that the value may be recalculated.


  • #1308 – ‘Cannot delete study stage label’  
  • #1325 – ‘Study group/code validation in Create’ – formerly it was possible to specify a syntactically incorrect study code and/or group code in Create. The study would publish, but open usage, it would fail because the generated participant ids, which include the study and group code info, violated the proper syntax and could not be parsed. Create no longer allows incorrectly-formed codes.


  • #1294 – ‘Studies missing in Add User panel’ – under certain circumstances, the Add User panel did not contain all of the studies that it should, and therefore it was not possible to add users to those studies that were missing.
  • #1315 - 'logging in via certificate in Control does not result in a complete study list'
  • #1298 -'Logging in via certificate shoulds show the SYSTEM project'

 Psygrid Web

  • #1299 - 'Audit log - cannot view all results -'next' results in error'.

Release 6.1.9 (Build 1.6.42) - 30 March, 2009

 Collect (1.6.22)

  • Fixed bug #1284 -'NPE in TextFieldWrapper.isValid()'. Java version 6 update 12 (and subsequent updates) caused Collect to crash whenever users tried to enter document data into a text field.
  • Fixed bug #1285 - 'Can't change record status from 'Left' in Edie'. This bug affected those Clinical Research Managers when they tried to change the status of a record that had been marked as 'Left' to another status; they were previously unable to make the change - the button was not responsive when selected.


Release 6.1.8 (Build 1.6.39) - 27 February, 2009

  Create (1.6.15)

  • Enhancement #1272 - Create users can now specify whether they want a calculated entry to apply the specified default value to its variable when that variable has a 'disabled' entry status.

 Collect (1.6.21)

  • Enhancement #1272 - this enhancement also fixes a problem introduced by the logic for #1265 in the previous release (6.1.7). The problem was that this new behavior was being applied to old studies and was causing submission problems for some of them. This new release ensures that the calculated entry logic continues to follow precedent for extant studies.


Release 6.1.7 (Build 1.6.38) - 21 February, 2009

Control (1.6.4)

  • Fix for #1080 – Previously when you added a new study, and then added a user to that study, the user would not appear in the tree view. Now fixed.

Create (1.6.14)


  • #1261 – Create now allows the user to input UKCRN codes via the dataset configuration wizard.

  • #1266 – When configuring a calculated entry it is now possible to test the validity of the entered formula, via a test button. Any errors reported from the 3rd party evaluation library are reported in the UI.

Bug Fixes

  • #1251 – Deleted consent forms were not getting deleted from the underlying model. The result was that documents could not be opened in preview because the application’s logic determined that not enough consent was being provided. This was caused by the consent form being retained in the model by a secondary reference to it.

  • #1263 – Create used to prevent the user from configuring an option entry if any of its options had the same assigned numeric value. But this is a legitimate use case, and is now allowed. However, Create presents a confirmation dialog in this case to ensure that the duplicate values were not entered in error.

  • #1264 – In some circumstances, a deleted entry would not get deleted from the underlying model entirely – it would remain by means of an option dependence reference to it. Documents objects that had lost integrity like this were causing strange behaviour when submitted to the element library; the initial submit would succeed, but any attempt to approve the document would cause an error.

  • #1255 – Publishing a study with randomisation would occasionally fail due to the sporadic availability of the 3rd party service used to generate a random seed. Create is now more robust; if the first random seed generator service is unresponsive, the application accesses a different service.  

  • #1268 – Previously when running a test case on a calculated entry with at invalid formula, no feedback was given. The application now issues an error dialog to alert the user to the problem.

Collect (1.6.20)

Bug Fixes

  • #1233 – Previously when adding a new dynamic section to a document, it was only possible to add the new section to the end of the sequence of previously allocated sections. Now it is possible to insert it either before or after the current section, and also to delete the current section.

  • #985 – Previously, the option to randomise a subject was given only once. Therefore if the user declined by accident, there was no recourse, except to call support. Now, a "Randomize participant" option is available from record-level right-click menu when the participant has not been randomized but the randomization trigger document has been completed.

  • #1214 – When setting a record to INVALID, it was possible afterwards to still open the record in Collect. Furthermore, it was still possible to update the participant’s details in the participant register. The bug fix ensures that an invalid record is no longer visible in Collect, and the participant register details are no longer editable.

  • #1265 – Calculated entries would not compute if any of its variable entries were disabled. The behaviour has been changed so that the evaluation uses the variables’ specified default values for any disabled variables.

Fixes for individual studies

  • #1254 – Crash on linking documents. The CSSRI – 6 months documents in Outlook and in NEDEN were not identical. Linking can only be successfully accomplished when documents have an identical structure. A document schema patch was applied to correct this problem.

  • #1260 – Corrected ADDRESS centres and sites for East Lancashire. Three separate centres have been consolidated into one, and each hospital has been represented as a site therein.

  • #1259 – Added a file note log to the NEDEN study

  • #1236 – Added missing option codes for Outlook and NEDEN documents.

  • Deployed a patch for the ‘Edie 2’ study to prevent records automatically being moved to the ‘completed’ status.


Release 6.1.6 (Build 1.6.37) - 21 January, 2009


  • Data exports have been improved.
    • Exports now feature the name of requestor and timestamp of export (Issue 772).
    • Added new export formats: Excel, STATA, SPSS, SAS and XML (Issue 1141).
    • Date of randomisation is now included in record metadata, if applicable (Issue 1142).
    • MD5/SHA1 hashes of export file now available (Issue 772).
    • Allow (de-)selection of individual entries within exports (Issue 722).
    • Document export can now be restricted by status (e.g export completed documents only) (Issue 772).
    • Optional display of code and value columns (Issue 1143).


  • Calculated entries whose variables all have default values now display properly in Collect when the data entrant has specified missing codes for all variables (Issue 1252). Fixed in Collect (1.6.19).
  • Fixed problem with saving calculated entries with default values to the data element library.
  • Enabled newly-configured studies to specify randomizations without any strata (Issue 1256). Fixed in Create (1.6.12).


Release 6.1.5 (Build 1.6.32) - 15th December 2008

Collect (1.6.18)

1. Fixes/Enhancements

  • Moving documents to Pending/Controlled via participant tree-view now done in one call to the server - more efficient and fewer emails sent to project managers (Issue 1234).
  • Changing a participant's status to "Withdrawn" now launches the Edit Consent dialog to prompt the user to withdraw consent (Issue 1145).
  • When entering a participant's details into the register a check is done for duplicates (to prevent a participant trying to register for a study at more than one centre) (Issue 1176)
  • When opening an existing participant for a study using the Participant Register the panel allowing search by participant details is now hidden by default and opened by clicking the Search button (Issue 1223)
  • Fixed problem with Outlook (secondary) records that are linked to National Eden (primary) records being able to be edited directly by users who are only members of Outlook (Issue 1243)


Release 6.1.4 (Build 1.6.30) - 5th December 2008


1. Proxy Configuration Dialog

The proxy configuration dialog (used by Create, Collect and Control) has been re-designed to make it easier to use (Issue 1166).

Collect (1.6.17)

2. Fixes

  • Transformed entries in a complete document can now be edited (Issue 1201)
  • Fix for crash can occur on exit of Collect if security key in .psygrid folder cannot be accessed (Issue 1209)
  • Participant in register unlocked if the necessary consent is added (Issue 1205)
  • Add section to rejected document now handled correctly for data replication (Issue 1213)
  • Fix for crash when closing the randomize dialog (Issue 1224)

3. Enhancements

  • Edit Consent Dialog enhanced so that any documents that will be deleted if the selected consent changes are made are displayed to the user for confirmation that they wish to proceed.

Release 6.1.3 (Build 1.6.28) - 11th November 2008

Collect (1.6.16)

1. Fixes

  • Fixed problem with new identifier dialog where consultant could not be selected for users having just one centre with multiple sites (Issue 1207)

Release 6.1.2 (Build 1.6.26) - 4th November 2008

Collect (1.6.14)

1. Fixes

  • Participant Identifier dialog redesigned (Issues 849, 882, 1163)
  • Fixed problem with editing participant register before randomization (Issue 1120)
  • View/Edit Participant Properties now much quicker (Issue 1156)
  • Duplicate documents exception handled correctly in always online mode (Issue 1187)
  • Change Password dialog for first login now displays password strength metric (Issue 1031)

2. Enhancements

  • Allow participant register details to be edited from the participant tree-view (Issue 1149)
  • Provide a menu option (Advanced - Rebuild Local Cache) to rebuild local record status, consent and document status caches from the database (Issue 1130)
  • Allow participant and document filtering by the "Not Started" status (Issue 1164)
  • Documents that cannot be edited because they are completed via data replication from another study now have this clearly explained when opened (Issue 1160)

Release 6.1.1 (Build 1.6.24) - 14th October 2008


1. Bug Fixes

  • Fixed problem with opening "Pending Approval" document as read-only.
  • Fixed crash caused by trying to open twice a document for which there was no consent (Issue 1131)
  • Fixed problem with participant status not being updated on completion of all documents in a study stage (and hence next study stage not being unlocked)
  • Implemented request for multiple sections to be numbered when document printed (Issue 1129)
  • Repository - Update now causes the tree-view of an open participant to be refreshed (Issue 1127)
  • Fixed problem with opening a document in a record that is linked to a record in another study, where the equivalent document in the other study has been locked (Issue 1144)


2. Multi-system studies

Allow studies designed on one openCDMS system to be opened on another

3. Enhanced security features

Facilitates document and entry level security restrictions to be configured

Release 6.1 (Build 1.6.19) - 8th October 2008



1. Name and logo change

The software side of the PsyGrid project has been renamed to openCDMS (to reflect the fact that the software is now used outside of the Mental Health domain). The software applications have also been renamed:

  • PsyGrid CoCoA => openCDMS Collect
  • PsyGrid Security Manager => openCDMS Control
  • PsyGrid Dataset Designer => openCDMS Create
  • PsyGrid Web => openCDMS Web

The logo for the applications has also been changed, to a white asterisk on a red background. Any desktop icons that you have to launch openCDMS applications will be changed to use the new logo.

2. Nomenclature changes

Some of the nomenclature used in the applications has been standardized. The most important changes are as follows:

Client/Patient/Subject => Participant
Repository => Database
Electronic Screening Log => Participant Register

3. Mandatory Field Indication

Input fields that must be completed are now indicated with a light blue background colour in Create, Collect and Control. Fields that may be optionally completed are displayed with a white background.


4. "Always Online" mode

When openCDMS Collect was originally designed it was anticipated that most users would collect data on laptops in locations where they did not necessarily have a network connection. This led to the current design whereby data is saved locally to the computers hard drive, and then can be batch "committed" to the central database at a later date.

In practice, though, we believe this is not actually how the majority of openCDMS Collect users work, with most using desktop PCs with a permanent network connection. For them saving to disk and doing batch commits is not the optimal way of working.

So, we have introduced "always online" mode to openCDMS Collect. This means that it expects you to always have a network connection, and you will not be able to login if a network connection is not available. When using Collect in "always online" mode no data is saved to your computers local hard disk, but instead it is committed straight to the central database (note though that complete documents are still editable once they are committed, see note 4 below). The benefit of this is that you do not need to remember to commit your data, and by sending data straight to the database it eliminates the possibility of loss or corruption that is possible whilst data is stored on your hard disk. Additionally, your data will be available to your colleagues as soon as it has been entered, and participant identifiers are allocated on an as they are needed basis so participant numbering is more likely to be in sequence.

As we believe that "always online" mode will be the preferred way of using Collect for the majority of users we have decided that when you first login to the new version of the application you will be set to use "always online" mode by default; a dialog will be shown informing you of what is happening. In doing this, all data stored locally on your computer's hard disk will be committed to the central database.

The original "online and offline" mode of operation is still available but we recommend that you only use it if absolutely necessary. To do this you will have to switch back to "online and offline" mode manually via Options - Settings in the menu.

5. User Interface changes

The user interface of openCDMS Collect has been extensively updated which, whilst might be slightly confusing for existing users in the short term, should make data entry much easier.

The main change is that whereas before you would open a specific document for a participant, you now just open the participant themselves. The left hand side of the application window then displays a tree-view of all the documents for the participant, with different icons indicating the status of each document. All interaction with documents is then done from the tree, whether that be creating new documents, completing incomplete documents, editing rejected documents etc.

The selected participant remains open until you close it or choose to open a different participant; this makes it much easier to work on multiple documents for the same participant at one time.

These changes have led to the deprecation of many menu items, described in note 7 below.

6. Document status changes

Up until now as soon as a document is completed and committed to the repository its status has been changed to 'Pending Approval', meaning that it gets locked into the "review and approve" cycle and further edits can only be done by having the document rejected. We believe that this has made data entry awkward for some users (and does not make sense for the new "always online" mode described in note 3).

So, complete documents committed to the central database (either automatically when in "always online" mode, or by a manual commit for "online and offline" mode) now take the status 'Complete'. They may still be retrieved from the database, edited and re-committed with no restrictions.

When a document is ready to be moved into the "Pending Approval" state (i.e. when further edits are not anticipated) this is done by right clicking a document or documents in the participant tree (see note 4) and selecting the appropriate option from the menu. The "review and approve" cycle then continues as normal.

7. Integration with Participant Register

For studies that use the Participant Register (Electronic Screening Log as was) it is now possible to select a Participant's record by specifying items of their identifiable data (name, address, date of birth etc), instead of choosing them by their participant identifier.

8. Menu changes

The openCDMS Collect menu options have been extensively changed. The list below shows how operations from the old menu are done in the new version:

  • Local - New Record => File - New Participant
  • Local - Open Record => File - Open Participant
  • Local - Save Incomplete Document => Moved to button in the document toolbar ("floppy disk" icon)
  • Local - Print document template => Print - Paper document
  • Local - Exit => File - Exit


  • Repository - Update => Database - Update
  • Repository - Commit => Database - Commit (and not visible when in "always online" mode)
  • Repository - Load Incomplete Documents => Double-click document in participant tree-view after opening participant using File - Open Participant
  • Repository - Load Pending Documents => Double-click document in participant tree-view after opening participant using File - Open Participant
  • Repository - Load Approved Documents => Double-click document in participant tree-view after opening participant using File - Open Participant
  • Repository - Load Rejected Documents => Double-click document in participant tree-view after opening participant using File - Open Participant
  • Repository - View/Edit Record Properties => Right-click participant identifier in participant tree-view after opening participant using File - Open Participant
  • Repository - Generate Report => Print - Report
  • Repository - Print Document => Print - Document
  • Repository - Print Record => Print - Record
  • Repository - Link Records => Advanced - Link Records
  • Repository - Synchronize Linked Record => Advanced - Synchronize Linked Records
  • Options and Help menus are unchanged.


9. Collaborative Study Editing

It is now easier to collaborate on study designs as openCDMS Create supports saving intermediate study designs to the database. Intermediate designs can be saved to the database and opened by another designer on the project using the new standardised File - Open and File - Save menu options. Additionally, Create now supports saving a study design to a local or network file and reopening the design from the file system location.

10. Single Study View

To provide a more user-friendly experience, Create has moved to a single-study view. This enables faster designing of new studies and avoids clutter in the design tree.

11. Quick Access to Recently Open Studies

Create now tracks which studies you have recently opened and lists these in the File menu for easy one-click access.

12. Reordering of Documents and Study Stages

Create now supports the reordering of documents and study stages at design time through simple interfaces that are accessible via the Study menu.

13. Save Report

A more fine-grained report is now provided on saving a study to the database which enables you to see exactly which modules (e.g. participant register, randomization) have been successfully saved and alerts you to any problems that may have occurred.

14. Document Level Data Import

Limited support is now provided for importing data at the document level.

15. Autosave Feature

The autosave feature has been improved and now stores a design file to your user home directory every few minutes. The new File - Open menu option facilitates a simple recovery process from this autosaved file.

16. Menu Changes

The Create menus have been extensively changed to support collaborative study editing and provide a more usable experience. Standardised menu options are now provided to open, save, preview and publish study designs.


17. New Refresh Button

A 'Refresh' button has been added to the toolbar to enable refreshing of user privileges and roles from the database.
Last Updated ( Wednesday, 10 April 2013 16:21 )