This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision Next revision Both sides next revision | ||
wiki:autolit:screening:configure [2022/01/24 21:36] hannahlyons old revision restored (2021/09/17 12:48) |
wiki:autolit:screening:configure [2023/10/11 12:07] jthurnham [2. Add Exclusion Reasons] |
||
---|---|---|---|
Line 1: | Line 1: | ||
- | ====== Configuring | + | ====== Configuring |
- | The first step in the Screening process is configuring the Exclusion reasons. There are two ways to exclude studies: Automatically and Manually. | + | {{youtube> |
- | ===== Steps for Configuring | + | The first step in the Screening process is configuring the Exclusion |
- | ==== 1. Navigate to Configure Exclusion Reasons ==== | + | Optionally, you can also add and edit [[: |
- | Once you are in a nest, hover over the Nest menu and click on " | + | |
- | {{https:// | + | ===== Steps for Configuring Exclusion Reasons: ===== |
- | ---- | + | ==== 1. Navigate to Configure Screening ==== |
- | ==== 2. Inspect the Exclusion Reasons Page ==== | + | Once you are in a nest, hover over the Nest menu and click on the gears icon next to Screening menu (red box below) |
- | //" | + | |
- | {{https:// | + | |
- | **//If someone has already set Auto or Manual | + | **//If someone has already set up Exclusion |
+ | |||
+ | {{ : | ||
---- | ---- | ||
- | ==== ==== | ||
- | ==== Part A: 1A -> Configure Auto Exclusion Reasons ==== | ||
- | //Auto Exclusion is used only for exclusion reasons that the software can filter out automatically. These reasons are:// | ||
- | ==== | ||
- | Adding a publication date exclusion will remove studies from your nest that were published before or after the date you choose. | ||
- | {{https:// | + | ==== 2. Add Exclusion Reasons ==== |
- | ==== | + | Click "Add" |
- | Adding a title exclusion will remove studies from your nest that contain a specified keyword, such as "Case Series" | + | |
- | {{https:// | + | {{ :undefined: |
- | ==== - | + | === Import an Exclusion Reason Set === |
- | Adding a language exclusion will remove studies from your nest that were not published in English. | + | |
- | {{https:// | + | If your Organization has created templated Exclusion Reason Sets, you can import them using the " |
- | ---- | + | This will open a modal where you can choose from your Organization' |
- | ==== 2A. Run Auto Exclusion ==== | + | ==== 3. Editing, Ordering and Deleting |
- | {{https:// | + | To edit an Exclusion Reason, click on the pencil icon. If you edit the text of an exclusion reason, your edits will also be reflected on studies to which that reason has already been applied. |
- | **//From the studies that were initially ingested into your nest from the lit search, Auto Exclusion has now excluded from your nest any studies that were published before 11/01/2019, any studies with the word " | + | To order your list of exclusion reasons and how they are displayed in Screening, click the 6 dots icon (blue outline |
- | ---- | + | |
- | ==== | + | To delete an Exclusion reason, click the trash icon. **// |
- | ==== Part B: 1B -> Configure Manual Exclusion Reasons ==== | + | ===== Steps to add User Keywords |
- | //Manual Exclusion reasons are reasons ////__you__ //// set and can include any number of reasons// | + | |
- | //based on the aim of the nest// | + | |
- | ==== 2B. Add an Exclusion Reason | + | To learn how to add User Keywords from the Configure Screening page, click [[: |
- | By clicking "Add Manual Exclusion", | + | |
- | {{https:// | + | ---- |
- | **// | + | ===== Related Information ===== |
- | ---- | + | |
+ | ==== Add Exclusion Reasons on the Fly ==== | ||
- | ===== ===== | + | You can add Exclusions Reasons as you screen. To do so, in the Screening module, begin typing in an Exclusion Reason. If the reason of interest has not yet been configured, you will be presented with the ability to "Add Option." |
- | ===== | + | ==== Signaling "No Full Text" |
- | * **Adding Exclusions | + | View this switch on the Configure Exclusion |
- | * You can always (and should) add Exclusions Reasons as you screen. You can look to other nests to get a sense of helpful Exclusions Reasons. | + | |
- | * **Editing Exclusions Reasons** | + | |
- | * If you want to change/edit the wording of an exclusion reason, click on the edit (pencil) button next to each reason. Editing the wording | + | |