historical or legacy term.

Here’s the progression:

  • ICH E6(R2): Used source documents and source data.
  • ICH E6(R3): Replaced source documents with source records and broadened the concept to include documents, data, and relevant metadata, in any format.

The change is deliberate. “Document” implies a document-like artifact (paper, PDF, etc.), whereas “record” is technology-neutral and better covers:

  • eSource systems
  • EHRs
  • Medical devices
  • Wearables
  • Imaging systems
  • Audit trails and metadata
  • Databases

As a result, source records is now the preferred concept.