The Cohort Builder is a point-and-click tool available to you in the All of Us Researcher Workbench for selecting participants to include in your research project.
With the Cohort Builder, you can include and/or exclude the different types of participants you plan to study in your research project. Always start with the participants you want (your inclusion criteria) to have in your research project. To learn more, see our "Introduction to the Cohort Builder and Dataset Builder" video.
To create a new cohort and add your first inclusion criteria
- Click “
” to the right of “Cohorts.”
- Click “Add Criteria” for a drop-down menu of program data, domains, and concepts to select from for your inclusion criteria.
- Search or browse the program data, domains, and concepts.
- Select a program data, domain, or concept that you want to add as inclusion criteria for your cohort.
- Define the inclusion criterion based on your research project as necessary. Some data types allow you to apply modifiers. For steps to add optional modifiers, read “To apply optional modifiers to your criteria.”
- Click “Finish & Review.”
- Click “Save Criteria.”
To add more inclusion criteria
- Determine if you want “AND” criteria or “OR” criteria.
- Use “AND” criteria when you want participants to meet both criteria, e.g., a participant answered The Basics survey AND shared their electronic health record (EHR) data.
- Use “OR” criteria when you want participants to meet one of the criteria, e.g., a participant answered The Basics survey OR shared their electronic health record (EHR) data.
-
For “AND” criteria, click “Add Criteria” directly below the gray “AND” circle for a drop-down menu of program data, domains, and concepts to select from for your inclusion criteria.
For “OR” criteria, click “Add Criteria” below the gray “OR” text for a drop-down menu of program data, domains, and concepts to select from for your inclusion criteria.
- Search or browse the program data, domains, and concepts.
- Select a program data, domain, or concept that you want to add as inclusion criteria for your cohort.
- Define the inclusion criterion based on your research project as necessary. Some data types allow you to apply modifiers. For steps to add optional modifiers, read “To apply optional modifiers to your criteria.”
Click “Finish & Review.” - Click “Save Criteria.”
- Follow steps 1-7 for as many inclusion criteria as needed for your research project.
To add exclusion criteria
- Under the “And Exclude Participants” section, click “Add Criteria” for a drop-down menu of program data, domains, and concepts to select from for your exclusion criteria.
- Search or browse the program data, domains, and concepts.
- Select a program data, domain, or concept that you want to add as exclusion criteria for your cohort.
- Define the exclusion criterion based on your research project as necessary. Some data types allow you to apply modifiers. For steps to add optional modifiers, read “To apply optional modifiers to your criteria.”
- Click “Finish & Review.”
- Click “Save Criteria.”
To add more exclusion criteria
- Determine if you want “AND” criteria or “OR” criteria.
- Use “AND” criteria when you want participants to meet both criteria, e.g., a participant answered The Basics survey AND shared their electronic health record (EHR) data.
- Use “OR” criteria when you want participants to meet one of the criteria, e.g., a participant answered The Basics survey OR shared their electronic health record (EHR) data.
-
For “AND” criteria, click “Add Criteria” directly below the gray “AND” circle for a drop-down menu of program data, domains, and concepts to select from for your exclusion criteria.
For “OR” criteria, click “Add Criteria” below the gray “OR” text for a drop-down menu of program data, domains, and concepts to select from for your exclusion criteria.
- Search or browse the program data, domains, and concepts.
- Select a program data, domain, or concept that you want to add as exclusion criteria for your cohort.
- Define the exclusion criterion based on your research project as necessary. Some data types allow you to apply modifiers. For steps to add optional modifiers, read “To apply optional modifiers to your criteria.”
- Click “Finish & Review.”
- Click “Save Criteria.”
- Follow steps 1-7 for as many exclusion criteria as needed for your research project.
To apply optional modifiers to your criteria
- Once a criteria is added to your shopping cart, you may have the option to “Apply optional Modifiers” to the selected cohort criteria. Modifiers are optional and vary based on the type of data.
- Click “Apply Modifiers.”
- Select your parameters and click “Apply Modifiers.”
To delete criteria from your cohort
- Locate the criteria you want to delete from your cohort.
- Click “
” to the left of the criteria you want to delete.
- Click “Delete criteria.”
To preview your cohort counts
On the right panel, you can see a running total, or “Total Count” of participants that will be included in your research project’s cohort based on your inclusion and exclusion criteria.
- Click “Refresh” after adding all your inclusion and exclusion criteria to update the display on the right panel.
- Click “
” to see results by percentage rather than count.
To save your cohort
After adding your inclusion and exclusion criteria and previewing your cohort counts, you can save your cohort.
- Click “Create Cohort.”
- Name your cohort and add a description for your cohort.
- Click “Save."
- Next, you can choose to create another cohort, create a cohort review set, or create a dataset.
Resources for the Cohort Builder
Looking for more information on the Cohort Builder? Check out our YouTube Channel for a video about using the Cohort Builder.
After selecting your participants with the Cohort Builder, you can create another cohort, create a cohort review set (optional), or create a dataset.
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