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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 12:13] jthurnham [3. Editing, Ordering and Deleting Exclusion Reasons] |
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- | ====== 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 determine how they are displayed in Screening, click the 6 dots icon (blue outline in screenshot above) and drag and drop in your desired order. To order your exclusion reasons in a hierarchical fashion, use the arrows to indent reasons beneath others. In the above example, "In vivo study" |
- | ---- | + | |
- | ==== | + | To delete an Exclusion |
- | ==== Part B: 1B -> Configure Manual | + | |
- | //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 | + | === PRISMA Settings |
- | By clicking "Add Manual Exclusion", | + | |
- | {{https:// | + | By selecting PRISMA Settings (in green) you can assign an existing exclusion reason to represent "No Full Text Available" |
+ | |||
+ | ===== Steps to add User Keywords ===== | ||
+ | |||
+ | To learn how to add User Keywords from the Configure Screening page, click [[: | ||
- | **// | ||
---- | ---- | ||
- | ===== | + | ===== 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 | + | |