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wiki:autolit:admin:import [2022/11/19 15:57] nicole_hardy_alumni.brown.edu [Format and Template] |
wiki:autolit:admin:import [2024/04/01 12:12] jthurnham |
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====== Import Existing Screening Decisions or Tags ====== | ====== Import Existing Screening Decisions or Tags ====== | ||
- | This page addresses how to move existing review data, specifically screening & tagging, from spreadsheets into your nest. | + | This page addresses how to move existing review data, specifically screening & tagging, from spreadsheets into your nest. For video instructions, |
+ | |||
+ | {{youtube> | ||
===== Where to Import ===== | ===== Where to Import ===== | ||
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Import can be found under [[: | Import can be found under [[: | ||
- | {{:wiki:autolit: | + | {{ :undefined:screenshot_2024-04-01_at_13.09.03.png? |
* For **Screening**, | * For **Screening**, | ||
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==== Format and Template ==== | ==== Format and Template ==== | ||
- | You can download the template from the Import Modal (see red outline below): | + | You can download the template from the Import Modal: |
- | {{:wiki:autolit: | + | {{ :undefined:screenshot_2024-04-01_at_13.10.15.png? |
The titles of your sheet must have the following **exact column names**: | The titles of your sheet must have the following **exact column names**: | ||
- | * DOI | + | |
* Title | * Title | ||
* PubMed Id | * PubMed Id | ||
+ | * Ref Id (if applicable) | ||
+ | * External Id | ||
* Exclusion Reason | * Exclusion Reason | ||
* [Optional] Full Text Review | * [Optional] Full Text Review | ||
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* For all records that underwent Full Text Review, the text " | * For all records that underwent Full Text Review, the text " | ||
- | See below for a correctly-filled-out example sheet: | + | See below for a correctly-filled-out example sheet (if using Ref ID, this would be an additional column): |
- | {{: | + | {{: |
- | + | ||
- | In this sheet, the first record would be Included (without full text review) while the other three would have Exclusion Reasons added matching the text in that column, and would be marked "Full Text reviewed." | + | |
+ | In this sheet, the third record would be Included (with full text review) while the other three would have Exclusion Reasons added matching the text in that column. | ||
==== Settings: Allow Exclusion Reason Creation ==== | ==== Settings: Allow Exclusion Reason Creation ==== | ||
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==== Import Screening Decisions ==== | ==== Import Screening Decisions ==== | ||
- | Once you have **ensured that your import sheet is the proper format**, upload your sheet by drag-and-drop or by selecting the Upload button: {{: | + | Once you have **ensured that your import sheet is the proper format**, upload your sheet by drag-and-drop or by selecting the Upload button. |
When complete, check your nest for the Screening Decisions you uploaded and to ensure that they were altered as you had planned. | When complete, check your nest for the Screening Decisions you uploaded and to ensure that they were altered as you had planned. | ||
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==== Format and Template ==== | ==== Format and Template ==== | ||
- | You can download the template from the Import Modal (see red outline below): {{:wiki:autolit: | + | You can download the template from the Import Modal (see first red outline below): |
+ | |||
+ | {{ :undefined:screenshot_2023-10-11_at_13.20.08.png?nolink& | ||
The titles of your sheet must have the following **exact column names**: | The titles of your sheet must have the following **exact column names**: | ||
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* Title | * Title | ||
* PubMed Id | * PubMed Id | ||
+ | * Ref Id (if applicable) | ||
+ | * External Id | ||
Then, every column to the right of these **must be an exact Tag name**; the cells under the Tag Name will indicate whether that Tag should be added to the record in question with the text in the cell as the Tag Excerpt. | Then, every column to the right of these **must be an exact Tag name**; the cells under the Tag Name will indicate whether that Tag should be added to the record in question with the text in the cell as the Tag Excerpt. | ||
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You must provide, in those columns: | You must provide, in those columns: | ||
- | * At least one bibliographic item (DOI, Title, | + | * At least one bibliographic item: DOI, Title, PubMed Id and, if applicable, Ref Id |
* For all Tags to be applied to any record, the exact Tag name in the column header, | * For all Tags to be applied to any record, the exact Tag name in the column header, | ||
- | * For all records a Tag should be applied to, **fill in your desired Text Excerpt** in the cell. If the cell is left blank, **this indicates that the Tag in question should NOT be added to that record.** | + | * For all records a Tag should be applied to, **fill in your desired Text Content** in the cell. If the cell is left blank, **this indicates that the Tag in question should NOT be added to that record.** |
+ | |||
+ | See below for a correctly-filled-out example sheet (if using Ref ID, this would be an additional column): | ||
- | See below for a correctly-filled-out example sheet: | + | {{: |
- | In this sheet, the first two records would have all three tags listed added to them; the second record | + | In this sheet, the first two records would have only one of the tags listed added to them; the last two records |
==== Settings: Allow Tag Creation ==== | ==== Settings: Allow Tag Creation ==== | ||
- | The first setting (first red arrow above) determines whether the nest should automatically create new Tags based on the imported sheet. | + | The first setting (second |
<WRAP center round tip 80%> If there is a Tag listed in the sheet that is **not already configured in the nest, | <WRAP center round tip 80%> If there is a Tag listed in the sheet that is **not already configured in the nest, | ||
- | These Tags will be added to your nest without Parent Tags, so make sure you check Configure | + | These Tags will be added to your nest without Parent Tags, so make sure you check Configure |
If you would prefer that **no new Tags be created** | If you would prefer that **no new Tags be created** | ||
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==== Settings: Allow overwrite ==== | ==== Settings: Allow overwrite ==== | ||
- | The second setting (second | + | The second setting (third red outline |
If you would prefer that **existing tags be left (and not overwritten)**, | If you would prefer that **existing tags be left (and not overwritten)**, | ||
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==== Import Tags ==== | ==== Import Tags ==== | ||
- | Once you have **ensured that your import sheet is the proper format**, upload your sheet by drag-and-drop or by selecting the Upload button: {{: | + | Once you have **ensured that your import sheet is the proper format**, upload your sheet by drag-and-drop or by selecting the Upload button. |
When complete, check your nest for the new Tags you uploaded and to ensure that they were altered as you had planned. | When complete, check your nest for the new Tags you uploaded and to ensure that they were altered as you had planned. | ||