Teams Meeting Link OSUMC Only
Recordings of each week will be added below, links are restricted to OSUMC users.
| Subfolder | File Name | Created | Modified |
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| 📁/Week 1 SOCRA Mindset |
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| 📁/Week 2 Informed Consent |
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| 📁/Week 2 Informed Consent/Reference |
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| 📁/Week 3 IRB |
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| 📁/Week 4 IDE IND |
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| 📁/Week 4 IDE IND/Gemini Interactives |
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| 📁/Week 4 IDE IND/Reference |
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| 📁/Week 5 ICH GCP E6 R3 |
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| 📁/Week 5 ICH GCP E6 R3/Reference |
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| 📁/Week 6 Data and Monitoring |
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| 📁/Week 7 AEs |
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Welcome to my repository for information from my SOCRA Preparation class that I do at OSU.
If you want to talk to the digital version of everything I know, you can try talking to my SOCRA NotebookLM Chatbot.
You can reach me by email david.spatholt @ osumc.edu if you have questions.
We are currently (Fall 2025) meeting Mondays at noon.
Readings
I recommend two books be read to prepare:
- The Comprehensive Guide to Clinical Research by Dan Sfera or AudioBook
- Lessons from a Horse Named Jim
Here's how to go about reading them:
| Week | Course Topic | "Lessons from a Horse Named Jim" | "The Comprehensive Guide to Clinical Research" (Dan Sfera) | Notes & Rationale |
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| 1 | Orientation & SOCRA Mindset | Ch. 1: History & Events Ch. 3: GCP & Regulations | Ch. 1: Bird's Eye View Ch. 3: Regulations | Start with the big picture. Horse Jim provides the historical "why," while Sfera gives a practical overview of the modern landscape and regulations. |
| 2 | 21 CFR Part 50 & Informed Consent | Ch. 4: Informed Consent | Review Ch. 3 (Regulations) and Ch. 4 (Site Level Dynamics) for mentions of consent. | Horse Jim is your primary text here with its dedicated chapter. Sfera's guide integrates consent principles into broader operational chapters. |
| 3 | IRB Requirements | Ch. 5: Institutional Review Boards | Review Ch. 3 (Regulations). | Again, Horse Jim provides the deep dive on IRBs. In Sfera's book, IRB interactions are a key part of the general regulations chapter. |
| 4 | IND Regulations | Ch. 2: The Process... Ch. 8: The Principal Investigator Ch. 12: Study Documents (re: 1572) | Ch. 6: CRO/Sponsor Dynamics | Combine the regulatory process (Horse Jim) with the practical dynamics between sites and sponsors who hold the IND (Sfera). |
| 5 | ICH GCP & E6(R3) Transition | Ch. 3: GCP & Regulations (Re-read) | Ch. 3: Regulations (Re-read) | Re-read both chapters on regulations to solidify your understanding of Good Clinical Practice, the foundation for all ICH guidelines. |
| 6 | Monitoring & Data Management | Ch. 7: Monitoring, Audits... Ch. 14: Managing Clinical Trial Data | Ch. 5: Monitoring Ch. 4: Site Level Dynamics (re: Source/Reg Docs) | Sfera provides an excellent, practical guide to monitoring visits, which perfectly complements the regulatory perspective in Horse Jim. |
| 7 | Adverse Event Reporting | Ch. 6: Adverse Events and UPs | Ch. 4: Site Level Dynamics (re: SAEs and SUSARs) | A perfect pairing. Horse Jim explains the regulatory requirements for AE reporting, while Sfera covers the practical site-level process. |
| 8 | Protocol Development | Ch. 9: The Protocol Ch. 10: Study Feasibility | Ch. 2: Phases and Design of Clinical Trials | Use Sfera's chapter for the fundamentals of trial design and phases, then dive deep into protocol structure and feasibility with Horse Jim. |
| 9 | Study Conduct | Ch. 11: Study Activities Ch. 13: Management of Study Drugs... | Ch. 4: Site Level Dynamics (re: SOPs, Staff, QA) | Horse Jim outlines the phases of study activities, while Sfera provides crucial details on the site-level infrastructure (staff, SOPs, QA) needed to conduct them. |
| 10 | Study Closeout | Ch. 11: Study Activities (re: Close-Out) Ch. 12: Study Documents (re: Close-Out) | Ch. 5: Monitoring (re: Close Out Visits) | Focus on the close-out sections from both books to understand the regulatory requirements and the practical steps of a close-out visit. |
| 11-12 | Comprehensive Review | Review All Assigned Chapters | Review All Assigned Chapters | Revisit all assigned readings, focusing on your weak areas identified in practice quizzes. The two books should now provide a complete regulatory and practical picture. |