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wiki:autolit:utilities:inspector:bulk_actions [2023/06/07 20:15] jthurnham [3. Execute Bulk Actions] |
wiki:autolit:utilities:inspector:bulk_actions [2023/12/06 15:22] jthurnham [Bulk Document import:] |
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- | {{ :undefined:bulkactionssupdate.png?nolink |}} | + | Enterprise Users Only (listed below red line in screenshot): |
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==== Bulk Screening Status: ==== | ==== Bulk Screening Status: ==== | ||
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==== Bulk Module Status: ==== | ==== Bulk Module Status: ==== | ||
- | To change the status of studies with respect to Tagging, Extraction and/or Critical Appraisal, select Update Module Status in the Bulk Actions Modal. Select either Tagging, Extraction, or Critical Appraisal, and change the status to either Complete or Incomplete. This will not alter the tags on any study or the data extracted on any study, but will instead change whether these studies are presented in the relevant sequential queue. | + | To change the status of studies with respect to Tagging, |
==== Bulk Document import: ==== | ==== Bulk Document import: ==== | ||
- | To import full text PDFs in bulk, select Document Import in the Bulk Actions Modal. You will have two options: Import from Unpaywall (for Open Access articles) or Upload from your Device (for full texts or supplements you have downloaded). | + | To import full text PDFs in bulk, select Document Import in the Bulk Actions Modal. You will have two options: Import from Unpaywall (for Open Access articles) or Upload from your Device (for full texts or supplements you have downloaded). Please note: we do not offer bulk import directly from Article Galaxy. |
=== Bulk Import from Unpaywall === | === Bulk Import from Unpaywall === | ||
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Decide how the uploaded documents are matched: | Decide how the uploaded documents are matched: | ||
- | * Via Auto-Extracted Data - This refers to document-record matching that occurs using Title and DOI | + | |
- | * Via Ref ID - This refers to document-record matching that occurs using the record' | + | |
- | You can also check whether you would like to receive an email upon document import completion, since bulk actions like may take some time! Then hit Apply. The files will then be auto-matched against the records in your nest; if any PDFs fail to match, the modal will note how many PDFs did not match. | + | You can also check whether you would like to receive an email upon document import completion |
==== Bulk Document Deletion ==== | ==== Bulk Document Deletion ==== | ||
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To execute this bulk action, filter to the studies that require updating, select "Sync Bibliographic Data" and click " | To execute this bulk action, filter to the studies that require updating, select "Sync Bibliographic Data" and click " | ||
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+ | ===== Enterprise-Level Bulk Actions ===== | ||
==== Bulk Alter Study Allocation ==== | ==== Bulk Alter Study Allocation ==== | ||
- | For Enterprise Users only. | + | If you have Allocation toggled on in Settings, you can use this action to allocate specific modules in the filtered records to users of choice using this tool. |
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+ | ==== Bulk Apply Smart Tag Recommendations ==== | ||
- | You can change what modules and records are allocated to which users using this tool. | + | If you have generated Smart Tag Recommendations in Settings, you can use this single action to apply all the tags that were recommended. |