1 Introduction
1 Introduction
[COMPANY NAME]
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GETTING STARTED WITH EPI INFO™
AN OVERVIEW OF TOOLS
Getting Started with Epi Info™ – An Overview of Tools
The image below shows the interrelationships among the guides in the series. This
guide is Getting Started with Epi Info™ - An Overview of Tools.
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Getting Started with Epi Info™ – An Overview of Tools
Preface
Epi Info™ 7 is a public domain suite of interoperable software tools designed for the
global community of public health practitioners and researchers. Perform data
analysis with epidemiologic statistics, maps, and graphs. Build data entry forms,
construct a database, and customize statistics applications. Physicians,
epidemiologists, and public health officials without a tech background can easily
work with critical data using Epi Info™ tools.
Epi Info™ 7 is free of charge. You can Download Epi Info™ 7 from the Centers for
Disease Control and Prevention (CDC) website.
There are many resources, components, and utilities in the Epi Info™ Suite of
Tools. Each major tool has its own guide to help you make the best use of it. The
graphic on the opposite page shows the full Epi Info™ Guide Series and the
interrelationships between the guides. Each guide in the series has a similar
graphic. The current guide is highlighted with a red bookmark icon ( ). This guide,
Getting Started with Epi Info™ - An Overview of Tools, contains a high-level
description of each tool. Use the stand-alone guides for each Epi Info™ tool
independently, or in conjunction with related guides for greater functionality. In
some cases, related guides are important prerequisites to using the tool discussed in
the current guide. The prerequisite documentation has a red star icon ( ). In other
cases, you may find optional guides informative, and the optional documentation is
shown with a green information icon ( ). For detailed instructions on using any of
the Epi Info™ tools, refer to its specific guide in the Epi Info™ Guide Series.
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Preface ii
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Epi Info™ Data Packager
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Tools for Analysis, Visualization, and Reporting 11
EPI INFO™ CLASSIC ANALYSIS
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Epi Info™ Visual Dashboard
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Epi Info™ StatCalc: Statistical Calculators
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Epi Info™ Epi Map
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EPI INFO™ OPTIONS
Language 16
Epi Info™ Language and Translation 22
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SYNTAX NOTATIONS
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Acknowledgements 33
Getting Started with Epi Info™ – An Overview of Tools
Epi Info™ 7 can be downloaded from the CDC website under the Epi Info™ pages
(https://www.cdc.gov/epiinfo/). Two versions of the software are available: a ZIP
download file and an installation file. ZIP files are also known as archive or
compressed files. These files should open on any Windows computer. You can use
many different utilities to open ZIP files, including WinRAR and WinZip. The
following section will walk you through using the Windows archive file viewer to
extract the files.
An archive file is a container that can store other files. Because the Epi Info™ 7
software is composed of many individual files, it is not practical for you to download
each file individually. All files needed to run Epi Info™ 7 are placed in a single
container file.
The installation file simply needs to be run (or executed) to install Epi Info™ 7. You
may not, however, be able to use the installation file if you do not have
administrative rights or elevated privileges on your computer.
Note: Some computers may open the ZIP file in a different program such as WinZip
or WinRAR. The instructions provided here assume that the file has been opened
using Windows Explorer.
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Getting Started with Epi Info™ – An Overview of Tools
4. Select the contents of the archive and drag them onto the desktop. This will
copy the Epi Info™ 7 program files to the desktop. After completion, a pair of
icons will appear on your desktop —- the Epi Info™ 7 folder and the
Launch Epi Info™ 7 menu launcher.
Double-click the Launch Epi Info™ 7 icon to open the Epi Info™ 7 main menu.
Choose from the primary tools of the Epi Info™ suite: Form Designer (Create
Forms), Enter Data, Epi Map (Create Maps), StatCalc, Classic Analysis, and the
Visual Dashboard. The Epi Info™ 7 version number and the currently installed
language are shown on the status bar at the bottom.
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Getting Started with Epi Info™ – An Overview of Tools
In Epi Info™ 7, Form Designer creates and customizes forms. You configure
properties for each field on the form and specify the tab sequence. In Epi Info™ 7,
data collection is organized by projects. Each project can have one or many forms
which can have one or many pages. On each page, you can place one or many labels
and data entry fields to collect individual data values.
There is a variety of field types that you can use to collect data. Some of the most
common types of fields include text boxes, number fields, drop-down lists, code fields
for automatically populating data, and mutually exclusive option fields to name a
few. Label fields and command buttons can be added to the page to add
instructions and perform functions. Find the full list of field types on the Epi Info™
website about How to Use Fields.
Unlike some data collection tools, Epi Info™ Form Designer allows you to position
fields on a page as they might appear in a printed form. This is helpful when doing
data entry from completed data sheets. When the form is used with Epi Info™ Web
Survey or on mobile devices, the form is responsive to the screen size and
automatically adjusts how the questions are shown, and according to the tab order.
By default, data is stored in the project’s MS Access database file, but Microsoft
SQL Server databases can also be used. Form Designer handles all database
management aspects such as the table creation, managing parent-child table
relationships and their primary and foreign keys. Form Designer is a database
design environment. As you create a form you also build and define the database. To
start Epi Info™ Form Designer, click the Create Forms button on the main menu.
For more details on Form Designer, review the Epi Info™ Guide to Form Designer.
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Getting Started with Epi Info™ – An Overview of Tools
In Epi Info™ you can apply business rules, data validation, and customize the data
entry process by using Check Code. With Check Code, your form can check for
errors during data entry, automatically execute calculations, and highlight
messages based on specific answers. You can skip or highlight specific fields or
parts of the survey based on conditions you specify. Check Code helps you protect
against many common data entry errors to reduce the amount of post collection
data cleaning. Examples of Check Code operations include:
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Getting Started with Epi Info™ – An Overview of Tools
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Functions and operators are strings of code within commands that accomplish
common tasks. For example, you can use functions and operators to:
• Convert numbers to text, or text to numbers.
• Extract the year portion from a date string.
• Add two numeric values to produce a sum or do other arithmetic operations.
• Calculate the number of days between two dates.
Functions modify the value of one or more variables to return a result. For example,
the ROUND function will round a value down to the nearest whole number.
Operators combine or compare two values. Simple math is done with the +, -, *, and
/ operators for addition, subtraction, multiplication, and division, respectively.
Other comparison operators return a true or false result. The detailed descriptions
and usage of the functions and operators in Epi Info™ 7 can be found in the guide
Epi Info™ Functions and Operators.
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Getting Started with Epi Info™ – An Overview of Tools
The Enter Data program displays forms created in Form Designer. Enter Data
controls the data entry process using settings and Check Code specified when the
form was designed. Data entered is stored in Microsoft Access format data tables,
but you do not need Microsoft Access to collect data with Enter Data. If you have
Microsoft SQL Server installed, you can choose to use a SQL Server database as the
data repository. The data repository for the project is chosen at the time the project
is created.
Enter Data populates the project data tables. Entering data causes the cursor to
move from field-to-field, page-to-page, and saves data when moving between pages.
If you try to exit a page before saving data, the system will ask if you want to save
the changes.
In Enter Data, use the Find function to locate records based on a series of matching
values that you specify. When entering data into a sub-ordinate or related form,
you’ll use the Back button to take you back to the previous form in the relationship.
Start Enter Data by clicking the Enter Data button on the main menu. If you are
already working on a form in Form Designer, you can quickly start Enter Data by
clicking the Enter Data button on the tool bar. This closes Form Designer and
opens the form in Enter Data. Enter Data allows entering new data, modifying
existing data, or searching for records. For more detailed information, go to the Epi
Info™ Guide to Enter Data.
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The Epi Info™ Web Survey system (EIWS) provides the ability to distribute surveys
to participants and remotely collect data. Remote collection and distribution of
survey responses is a powerful feature of Epi Info™ 7. It provides survey designers
access to a wide variety and number of participants. Publish survey forms to any
pre-configured web server hosted by your institution or an outside party. When
published, Epi Info™ creates a survey specific Universal Resource Locator (URL) or
website address. After designing and publishing the survey, you can distribute the
URL by email, by posting it on a web page, or using other methods such as a QR
code on a postcard or sign. Participants engage with web survey and submit their
responses through a web browser or mobile device. After the participants submit
responses, you can download the responses into the original Epi Info™ 7 project for
analysis or export them to other tools. If the Epi Info™ Survey Manager is installed,
you can use other functions to facilitate the process. For more on the Epi Info™
Web Survey tool, refer to the Epi Info™ Guide to Web Survey.
The Epi Info™ Survey Manager is an optional component that works exclusively
with the Epi Info™ Web Survey system (EIWS). You must have EIWS deployed in
order to use the Epi Info™ Survey Manager. While EIWS was initially designed to
collect responses from anonymous participants, the Epi Info™ Survey Manager
allows you to send individual survey links by email to specific respondents. You can
publish new surveys from an Excel file and update existing surveys. The Epi Info™
Survey Manager also provides a dashboard with the status of surveys and
responses, and other useful features. For more information, see the Epi Info™
Guide to Survey Manager.
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Getting Started with Epi Info™ – An Overview of Tools
There are two apps available for mobile devices to work with Epi Info™. One is for
Android devices and the other is for Apple iOS devices. They both allow you to
transfer forms to a mobile device and remotely collect data. The ability to load Epi
Info™ forms onto a mobile device allows you to collect data in places lacking
information technology infrastructure and for activities that could benefit from
mobility, GPS tracking, or photographic capabilities such as barcode scanning. After
data collection, perform simple analysis with the Analyze Data function or view
geographic data using the built-in mapping function. These tools do not contain the
full Epi Info™ functionality; however, you can transfer data from the mobile device
to a PC for more complex analyses. The mobile application also contains a full
featured StatCalc tool like the one found in Epi Info™ 7. For more information
about using Android devices, go to the Epi Info™ Guide to the Mobile Companion for
Android. For more information using Apple devices, go to the Epi Info™ Guide to
the Mobile Companion for iOS.
Epi Info™ Cloud Data Capture offers a platform for distributed multi-user data
entry with centralized data management, enterprise database integration,
distributed analysis, and role-based access. It enables those you authorize to collect
and securely manage data over the web or within a local area network. Users that
enter data into Cloud Data Capture are managed with a user ID and password and
must sign into the system. For more information on this tool, go to the Epi Info™
Guide to Cloud Data Capture.
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Getting Started with Epi Info™ – An Overview of Tools
The Epi Info™ Data Packager tool provides an easy way to share data with other
users or to merge data collected by multiple users into a single database for
analyses. The Data Packager does this by offering the option to package and export,
as well as import data from Epi Info™ projects.
Data Packager also has several security features for safer data sharing. Some of the
security features supported by Data Packager include password encrypted data
packages and data de-identification through omitting specific database fields. You
can also subset the data by specifying conditions for record selection. Data Packager
also offers the option to save package settings for future use. Once packaged, you
can safely send the encrypted package to others. If you receive an encrypted data
package, use the Import Data option to import the data into your Epi Info™ 7
project.
Start Data Packager by selecting Enter Data from the Epi Info™ 7 main menu and
open a project and form. The Package for Transport option is in the toolbar under
File > Package for Transport. The Import Data from Data Package option is
located under File > Import data > From data package. To learn more, go to the
Epi Info™ Guide to Data Packager.
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Getting Started with Epi Info™ – An Overview of Tools
Epi Info™ Classic Analysis lets you manipulate, manage, and analyze data. Classic
Analysis acts as a statistical toolbox providing many ways to transform data and
run statistics. Data can be selected, sorted, listed, or manipulated with a series of
commands, functions, and operators. Available statistics include frequencies,
means, 2 x 2 tables, and more advanced processes such as Kaplan-Meier Survival
Analysis and Logistic Regression. Start Classic Analysis by clicking on the Classic
button on the main menu. Classic Analysis can read data from a variety of formats
like MS Access, Excel, SQL server, CSV files, MySQL, MongoDB, and PostgreSQL.
It offers simple and intuitive tools, producing many useful statistics and graphs for
epidemiologists and other public health professionals. As data volume increases,
rerun saved scripts for updated results. For more information, go to the Epi Info™
Guide to Classic Analysis.
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Getting Started with Epi Info™ – An Overview of Tools
Epi Info™ Visual Dashboard is one of the analysis modules in the Epi Info™ suite
of tools. The Visual Dashboard is intuitive and simple to use. With the use of
gadgets, we minimize the need for programming code. Use Analysis gadgets in
Visual Dashboard to sort, list, and manipulate data. Statistical analyses tools
available in Visual Dashboard include frequencies, means, 2x2 tables, and more
advanced statistical calculations such as linear regression and logistic regression.
Visual Dashboard has graphing functionality to display data as an Epi Curve,
Pareto Chart, and several other bar and column charts.
Start Visual Dashboard from the Epi Info™ 7 main menu by clicking the Visual
Dashboard button. You can also select Dashboard from the Enter Data main
menu after loading an Epi Info™ project. For more information, refer to the Epi
Info™ Guide to Visual Dashboard.
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Start StatCalc, click the StatCalc button on the Epi Info™ 7 main menu. For more
information, refer to the Epi Info™ Guide to StatCalc.
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The Epi Info™ 7 Epi Map tool displays geographical data on a map. Epi Map can
display multiple views from the same dataset. Filter and display Epi Map datasets
over a span of time. Tweaking these features allows you to construct customized
public health data maps.
Information displayed in the main map window appears as layers. Data layers add
information as case cluster maps, choropleth maps, or dot density maps. Reference
layers add geographical boundaries and markers from shapefiles, a map server, or
KML (Keyhole Markup Language) files. Using reference layers allows Epi Map to
identify and designate display settings from both internal and external data
sources. You can modify or filter map data using data layers. To learn more, go to
the Epi Info™ Guide to Epi Map.
Collect, analyze, and graph child growth data with Epi Info™ 7 Nutritional
Anthropometry tool. Previously referred to as the NutStat module, the Nutritional
Anthropometry tool includes a data entry form that calculates z-scores and
percentiles while adding fresh data. The Nutritional Anthropometry tool creates
growth charts in Visual Dashboard while adding z-scores and percentiles to existing
datasets.
Using the Nutritional Anthropometry tool in Epi Info™ 7, you can select a required
growth reference. Choose between four growth references charts: CDC 2000 Growth
Reference, WHO Child Growth Standards, WHO Reference 2007, and CDC/WHO
1978.
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Getting Started with Epi Info™ – An Overview of Tools
Epi Info™ Options are used to specify settings that may affect more than one tool.
Options may also control settings that persist between sessions. For example, if
every time you use Epi Info™ tools you want data in Yes/No fields showing On, Off
and Unknown, specify those text strings in Options. Yes/No fields display the
specified text in Classic Analysis, Visual Dashboard, Maps, and other outputs. The
settings in Options are saved to the Epi Info™ configuration file.
General
Options on the General tab set default database formats for new projects and for
Classic Analysis, map service keys for mapping and geocoding, and a default
working directory.
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Getting Started with Epi Info™ – An Overview of Tools
Language
Options on the Language tab let you use the Epi Info™ 7 tools in other languages in
addition to English. Epi Info™ comes with translations for Spanish and French
already imported into the system. You can import other translation files for Arabic,
Chinese, Georgian, Russian, and Vietnamese, available for download from the Epi
Info™ Translations web page. If you need another language not listed, you can
create and import your own custom translation file. Translation works without
changing the names of files. With the translation file imported, you can seamlessly
switch languages from the main menu. For more information on how to use Epi
Info™ in other languages, refer to the section on Language and Translation later in
this guide.
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Analysis
Select the Analysis tab to view current settings and control performance options
and data output for Classic Analysis. Your new analysis settings take effect when
launching Classic Analysis.
▪ Yes As, No As, and Missing As options allow you to customize the display
of yes-no variable values in analytic output and listings. Data in yes-no
variables is stored as 1 for yes and 0 for no, but Epi Info™ displays the values
according to the settings here. Select from the options available in the drop-
down list or type your own custom display values.
▪ Show Complete Prompt displays prompts rather than variable names in
output.
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Plug-ins
Options on the plug-ins tab control and visualize data using Analysis Gadgets in
Visual Dashboard. The record count, data filtering, data re-coding, and formatting
gadgets are organic to the Visual Dashboard module. Analysis Gadgets are highly
configurable. You can add additional gadgets with future releases of Epi Info™ 7.
Plugins tab
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Options on the Web Survey tab control settings required for publishing a survey
and collecting data. You must have installed Epi Info™ Web Survey system or have
access to a version installed by your organization. For example, the CDC has Epi
Info™ Web Survey installed for CDC staff to use. If you have access to Epi Info™
Web Survey system, you can find features by designating the endpoint address and
binding protocol. The endpoint address is the URL where Epi Info™ Web Survey
(EIWS) Manager Service is running. These settings should be provided by your
EIWS System administrator.. If you are a CDC staff member or contractor, contact
the Epi Info™ development team for access to CDC’s EIWS system.
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Getting Started with Epi Info™ – An Overview of Tools
Options on the Cloud Data Capture tab hold information needed to access the Epi
Info™ Cloud Data Capture system. To use Cloud Data Capture, choose it from the
tab control settings. Select either your installation or an installation deployed by
your organization. Designate the endpoint address and binding protocol. The
endpoint address, Windows authentication, and binding protocol provide
security to the system and access to individual forms. Your Epi Info™ Cloud Data
Capture system administrator will provide proper settings.
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Getting Started with Epi Info™ – An Overview of Tools
I & Coding
Use the I&O Coding Options to provide the resource file used by Epi Info™ for
industry and occupation codes. Information about a person’s work can help
determine if hazards, injuries, or illnesses are higher among certain industries and
occupations. Additional information can be found at the Collecting and Using
Industry and Occupation Data website.
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Getting Started with Epi Info™ – An Overview of Tools
Epi Info™ 7 is designed for easy translation into languages other than English.
Almost all the English phrases that can safely be translated are contained in a table
in the translation file or database. Commands, functions and other reserved words
in the Classic Analysis and Check Code programming languages should not be
translated. However, you can translate the screen prompts that lead to their
generation. Each Epi Info™ 7 component or object, has its own row in a translation
file.
Multiple languages can be loaded at a time. You will need a completed translation
file for a new language. The User Community and the Epi Info™ Team will develop
translation files as Epi Info™ 7 is distributed to the field. Language translations
will be available through the Epi Info™ website.
Currently, there are two ways to use Epi Info™ 7 with a language other than
English.
• Epi Info™ is pre-packaged with translation files for Spanish and French
already imported.
• If you are not using a translation file, create a new translation file for the
language of your choice. For more information, see the section How to Create
a New Translation File.
• If you obtained a translation file from the web page or from someone else, use
Import Translations to bring those translated phrases into the latest
version of Epi Info™ 7. For more information, see the section Use an Existing
Translation File.
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Getting Started with Epi Info™ – An Overview of Tools
Make sure your Windows locale setting is adjusted with your language location
before following these steps. You will need Microsoft Access to translate the phrases
to your target language.
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Getting Started with Epi Info™ – An Overview of Tools
4. A window will pop up asking you to name the generated translation file. We
recommend including the specific language in the file name. For this
example, we named the file ItalianEpi7. Save the file to any location.
5. Click Save.
6. After several seconds when the Translation File is created, the message
Translation file is ready for use” will be displayed. The translation file
has been created and is ready to be translated. Since the file is created in the
Microsoft Access Database format, the new file will have an MDB extension.
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Make sure your Windows locale setting is adjusted with your language location
before following these steps. You must have a translation file which is in the
Microsoft Access Database (MDB) format. This translation file contains the
completed language translation you need to complete this section. If you didn’t
create your own translation file as described in the previous section, you can find
and download examples of completed translation files from the Epi Info™
Translations web page.
2. Click the Language tab and select Import Translations. The Import
Language Database window opens. Select the language of the translation file.
For example, if the translation file is for Italian, select Italian (Italy) from
the drop-down list.
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Getting Started with Epi Info™ – An Overview of Tools
3. Click on the Open button. Select the location of the translation file. In this
example, open the file named ItalianEpi7.mdb.
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7. Click OK. The imported language is added from the list of available
languages on the Language tab of the Options dialog.
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The following steps will show you how to choose a language from those already
imported into Epi Info™ 7.
1. From the Epi Info™ 7 main menu, select Tools > Options.
2. Click the Language tab.
3. Select the desired language. In this example, select Italian (Italy).
4. Click OK.
For the language to take effect, close and reopen Epi Info™ 7.
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Boldface type Emphasizes heading levels, column headings, and the following
literals when writing procedures:
• Syntax
• Captions
<python> Special characters that highlight coding language included in
plain text.
Consolas Font Used for samples of coding language.
Syntax Notations
The following chart lists the syntax descriptions used in this documentation.
Syntax Description
Bold Epi Info™ 7 commands and reserved words are shown in bold type.
<parameter> Information to be supplied to a command or function. Parameters are enclosed
with less-than and greater-than symbols. Each valid parameter is described
following the statement of syntax for the command. Parameters are required by
the command unless they are enclosed in braces { }. Do not include the < > or { }
symbols in the code.
[<variable>] Brackets [ ] around a parameter indicate the possibility of more than one
parameter. Do not include the < > or [ ] symbols in the code.
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"" Straight Quotation marks must surround all literal text values.
Note: Some text editors such as Microsoft Word, use "smart quotes", but these
smart quotes are not recognized or cause unanticipated behavior in some
situations. Use only straight quotes such as "these" around your text strings in
Epi Info™ 7.
Example: DIALOG "Notice: Date of birth is invalid" runs the DIALOG
command to display a message with the text shown in quotes.
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Acknowledgements
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Getting Started with Epi Info™ – An Overview of Tools
Suggested citation: Epi Info™ Development Team, Epi Info™ 7, a database and
statistics program for public health professionals for use on Windows computers.
Centers for Disease Control and Prevention, Atlanta, Georgia, USA, 2022. Commented [NDA(1]: Craig said he would update
this with a draft next week (6/21)
Commented [BC((2R1]: 10-4 this section will see an
update
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This guide and other Epi Info™ products are in the public domain and may be freely copied,
translated, and distributed. You can visit the CDC.gov Epi Info™ products page for more
information.
DISCLAIMER
The Centers for Disease Control and Prevention (CDC) provides the Epi Info™ software, translation
databases, instructions, examples, sample projects with data, map files, and all other products
available on this site (the products) on an “AS IS” BASIS, WITHOUT WARRANTIES OR
CONDITIONS OF ANY KIND, either express or implied, including, without limitation, any
warranties or conditions of TITLE, NON-INFRINGEMENT, MERCHANTABILITY, or FITNESS
FOR A PARTICULAR PURPOSE. You are solely responsible for determining the appropriateness of
using or redistributing the products and assume any risks associated with your use or redistribution
of the products. In no event and under no legal theory, whether in tort (including negligence),
contract, or otherwise, unless required by applicable law (such as deliberate and grossly negligent
acts) or agreed to in writing, shall CDC or the Department of Health and Human Services (HHS) be
liable to you for damages, including any direct, indirect, special, incidental, or consequential
damages of any character arising from the use or inability to use the products (including but not
limited to damages for loss of goodwill, work stoppage, computer failure or malfunction, or any and
all other commercial damages or losses), even if CDC or HHS has been advised of the possibility of
such damages.
Epi Info™ is a trademark of the Centers for Disease Control and Prevention (CDC). CDC does not
endorse any commercial product or service, including any subjects of analysis or datasets. Any
references on this website, in materials downloaded from this website, or within the products to
specific commercial products, processes, or services by service mark, trademark, manufacturer, or
otherwise, does not constitute or imply their endorsement, recommendation, or favoring by CDC.
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