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wiki:autolit:admin:import [2022/11/19 15:57] nicole_hardy_alumni.brown.edu |
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 first 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**: | ||
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* 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 | + | 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. | ||