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wiki:autolit:utilities:inspector [2023/03/22 23:27] kevinkallmes |
wiki:autolit:utilities:inspector [2023/12/13 13:26] jthurnham [2. Filter the Study Inspector] |
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====== Study Inspector ====== | ====== Study Inspector ====== | ||
- | The Study Inspector is a search, filter, and edit page for all studies in your nest. From Study Inspector, you can [[: | + | The Study Inspector is a search, filter, and edit page for all studies in your nest. From Study Inspector, you can [[: |
===== Finding and Filtering in Study Inspector: ===== | ===== Finding and Filtering in Study Inspector: ===== | ||
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From the Nest menu, click on "Study Inspector." | From the Nest menu, click on "Study Inspector." | ||
- | {{:wiki:autolit: | + | {{ :undefined:si23.png? |
==== 2. Filter the Study Inspector ==== | ==== 2. Filter the Study Inspector ==== | ||
- | Click on "Add Filter" | + | Click on "Add Filter" |
You can use multiple filters, which are layered on top of each other (e.g. filtering to " | You can use multiple filters, which are layered on top of each other (e.g. filtering to " | ||
- | {{:wiki:autolit: | + | {{ :undefined:filterinspect.png?nolink |}} |
---- | ---- | ||
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===== Adjusting the Columns in Inspector ===== | ===== Adjusting the Columns in Inspector ===== | ||
+ | You can select the columns that you want to view in Inspector by clicking on the three dots to the far right of the Inspector header row. | ||
- | ===== Bulk Actions ===== | + | Click on any of the following to add them as columns in Inspector: |
- | Bulk Actions allow you to complete certain steps (changing screening status, uploading full texts, editing module status, etc.) on studies; for instructions, | + | * Title |
+ | * Author | ||
+ | * Abstract | ||
+ | * Publication Year | ||
+ | * Journal | ||
+ | * Volume | ||
+ | * Issue | ||
+ | * Pages | ||
+ | * Time of Retrieval | ||
+ | * Final Screening Status | ||
+ | * //If Dual mode is turned on you will see the following filters:// | ||
+ | * Your Screening Status | ||
+ | * Screening Adjudicated By | ||
+ | * Reviewer Screened By | ||
+ | * //If Dual Two Pass mode is turned on, you will see the following filters:// | ||
+ | * Your Full Text Screening Status | ||
+ | * Abstract Screening Status | ||
+ | * Your Abstract Screening Status | ||
+ | * FT Screening Adjudicated By | ||
+ | * Reviewer FT Screened By | ||
+ | * AB Screening Adjudicated By | ||
+ | * Reviewer AB Screened By | ||
+ | * Tagging - module status | ||
+ | * Extraction - module status | ||
+ | * Critical Appraisal - module status | ||
+ | * Inclusion Probability | ||
+ | * Tags - list of tags applied | ||
+ | * DOI | ||
+ | * PubMed ID | ||
+ | * Embase ID | ||
+ | * External ID | ||
+ | * NCT ID | ||
+ | * Ref ID | ||
+ | * Full Text Status | ||
+ | * Author List | ||
+ | * Full Citation [[https:// | ||
+ | * Related Report Family | ||
+ | |||
+ | Click on any column that has a check mark next to it (indicating it is a current column) to remove it. Make sure to avoid adding too many columns to limit crowding! | ||
+ | |||
+ | |||
+ | ===== Quick Guide: Download and Bulk Actions ===== | ||
+ | |||
+ | Inspector is the location for two very important activities: Downloading/ | ||
+ | |||
+ | ==== Download from Inspector ==== | ||
+ | |||
+ | Download enables you to download content from your nest--either for all studies, or for a specific set of studies you filter to. For full instructions, | ||
+ | |||
+ | Quick Guide: | ||
+ | * First, apply all filters to determine which records will be exported. | ||
+ | * Then, make sure that you have the Columns in Inspector you want exported. The Inspector columns will all be exported into any CSV output! | ||
+ | * Only once filters and columns are ready, **Click Download** in the upper right. | ||
+ | * Select the content that you want exported (e.g. to get metadata, click Studies. to get tags, click Tags). | ||
+ | * If relevant, provide any other details (e.g. if you want a RIS file for Studies instead of a CSV, or whether you want Tables to export for Tags). | ||
+ | * Click " | ||
+ | |||
+ | ==== Bulk Actions ==== | ||
+ | |||
+ | Bulk Actions allow you to complete certain steps (changing screening status, uploading full texts, editing module status, etc.) on studies; for full instructions, | ||
{{: | {{: | ||
- | ===== Download from Inspector ===== | + | Quick Guide: |
+ | * First, **apply all filters that narrow in on the studies you want to complete an action on!** If you 'bulk act' before filtering, you will execute the action on a wider range of studies than intended. | ||
+ | * Then, click Bulk Actions in the upper right. | ||
+ | * Select your Bulk Action of interest -- e.g., if you want to bulk-alter Screening Decisions, select " | ||
+ | * If Updating Screening, Tags, Module Status, or importing Full Texts, follow the instructions in the modal. For example, if altering a Screening Decision, you may need to select "Full Text Screening" | ||
+ | * Complete the bulk action and wait for the job to complete. Optionally, you can click out of the progress modal; the job will continue in the background. | ||
- | Download enables you to download content from your nest--either for all studies, or for a specific set of studies you filter to. For instructions, | ||
---- | ---- | ||
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==== 2. Completing Actions ==== | ==== 2. Completing Actions ==== | ||
- | The modal enables you to [[: | + | The modal enables you to [[: |
{{: | {{: | ||
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==== 5. Marking Modules Complete/ | ==== 5. Marking Modules Complete/ | ||
- | Marking a module " | + | Marking a module " |
To do this, you can filter to a group of studies and use Bulk Actions (above) and you can also do this within individual studies. Under each menu, open the " | To do this, you can filter to a group of studies and use Bulk Actions (above) and you can also do this within individual studies. Under each menu, open the " | ||
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To edit the bibliographic information associated with a study, find it in Inspector. In the Abstract view, select the " | To edit the bibliographic information associated with a study, find it in Inspector. In the Abstract view, select the " | ||
+ | |||
+ | ==== 7. Using Nested Knowledge' | ||
+ | |||
+ | Nested Knowledge automatically generates a Ref ID for every record that can be used for filtering, bulk actions, and allocation. See details [[wiki: | ||
===== Explore from Inspector ===== | ===== Explore from Inspector ===== |