wiki:autolit:admin:import
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wiki:autolit:admin:import [2023/10/11 12:19] jthurnham [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 ===== | ||
| Line 7: | Line 9: | ||
| 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**, | ||
| Line 24: | Line 26: | ||
| ==== 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: |
| - | {{ :undefined:screenshot_2023-10-11_at_13.17.14.png?nolink |}} | + | {{ :undefined:screenshot_2024-04-01_at_13.10.15.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**: | ||
| Line 33: | Line 35: | ||
| * Title | * Title | ||
| * PubMed Id | * PubMed Id | ||
| - | * Ref Id | + | * Ref Id (if applicable) |
| + | * External | ||
| * Exclusion Reason | * Exclusion Reason | ||
| * [Optional] Full Text Review | * [Optional] Full Text Review | ||
| Line 49: | Line 52: | ||
| 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. | 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 ==== | ||
| Line 71: | Line 73: | ||
| ==== 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. | ||
| Line 83: | Line 85: | ||
| ==== Format and Template ==== | ==== Format and Template ==== | ||
| - | You can download the template from the Import Modal (see first 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? | ||
| 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 | ||
| 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. | ||
| Line 95: | Line 101: | ||
| 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 Content** | * For all records a Tag should be applied to, **fill in your desired Text Content** | ||
| - | 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 two records would have only one of the tags listed added to them; the last two records would have both tags added: "Study Type" and " | In this sheet, the first two records would have only one of the tags listed added to them; the last two records would have both tags added: "Study Type" and " | ||
| - | |||
| ==== Settings: Allow Tag Creation ==== | ==== Settings: Allow Tag Creation ==== | ||
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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. | ||
wiki/autolit/admin/import.txt · Last modified: 2024/04/01 12:57 by jthurnham
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