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wiki:autolit:utilities:inspector [2023/03/22 23:32]
kevinkallmes [Adjusting the Columns in Inspector] 		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 [[:wiki:autolit:utilities:inspector#completing_actions|perform any action]] (Screen, Tag, Extract, or Risk of Bias analysis) on individual references, and also edit any study's [[:wiki:autolit:utilities:inspector#edit_bibliographic_information|bibliographic information]]. You can also use [[:wiki:autolit:utilities:inspector:bulk_actions|]], [[:wiki:autolit:utilities:inspector:download|download/export content]] from your nest, and [[:wiki:autolit:utilities:inspector#explore_from_inspector|use our Exploration tools]] on studies in the nest.+The Study Inspector is a search, filter, and edit page for all studies in your nest. From Study Inspector, you can [[:wiki:autolit:utilities:inspector#completing_actions|perform any action]] (Screen, Tag, Extract, or Critical Appraisal analysis) on individual references, and also edit any study's [[:wiki:autolit:utilities:inspector#edit_bibliographic_information|bibliographic information]]. You can also use [[:wiki:autolit:utilities:inspector:bulk_actions|]], [[:wiki:autolit:utilities:inspector:download|download/export content]] from your nest, and [[:wiki:autolit:utilities:inspector#explore_from_inspector|use our Exploration tools]] on studies in the nest.
  
 ===== 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:utilities:img179.png?nolink&  }}+{{ :undefined:si23.png?nolink |}}
  
  
 ==== 2. Filter the Study Inspector ==== ==== 2. Filter the Study Inspector ====
  
-Click on "Add Filter" or begin typing what you would like to filter by. You can filter by TIAB (Title and Abstract text), author, date, status (such as Screening Status, which filters to included, excluded, or unscreened), or tag. The "Add Filter" drop-down ( <font inherit/inherit;;#c0392b;;inherit>red circle</font>  ) enables you to construct your own filter; if you simply start typing in the text box to the right ( <font inherit/inherit;;#c0392b;;inherit>red box</font>  ), the page will predict the filter you would like to construct, and you can select based on the options presented. +Click on "Add Filter" or begin typing what you would like to filter by. You can filter by TIAB (Title and Abstract text), author, date, status (such as Screening Status, which filters to included, excluded, or unscreened), or tag. The "Add Filter" drop-down enables you to construct your own filter; if you simply start typing in the text box to the right ( <font inherit/inherit;;#c0392b;;inherit>red box</font>  ), the page will predict the filter you would like to construct, and you can select based on the options presented. 
  
 You can use multiple filters, which are layered on top of each other (e.g. filtering to "Screening Status: Included" and "Title/Abstract: Randomized" will filter to all included articles with the word "randomized" in the title or abstract). Filtering the Study Inspector also enables you to use [[wiki:autolit:utilities:inspector:bulk_actions|Bulk Actions]] on the studies to which you have filtered. For a detailed list of the types of filters available, check out the [[:wiki:autolit:utilities:inspector:filters|Study Inspector Filters page]]. You can use multiple filters, which are layered on top of each other (e.g. filtering to "Screening Status: Included" and "Title/Abstract: Randomized" will filter to all included articles with the word "randomized" in the title or abstract). Filtering the Study Inspector also enables you to use [[wiki:autolit:utilities:inspector:bulk_actions|Bulk Actions]] on the studies to which you have filtered. For a detailed list of the types of filters available, check out the [[:wiki:autolit:utilities:inspector:filters|Study Inspector Filters page]].
  
-{{:wiki:autolit:utilities:filter_and_smart_filter.png}}+{{ :undefined:filterinspect.png?nolink |}}
  
 ---- ----
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 Click on any of the following to add them as columns in Inspector: Click on any of the following to add them as columns in Inspector:
 +
   * Title   * Title
   * Author   * Author
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   * Publication Year   * Publication Year
   * Journal   * Journal
 +  * Volume
 +  * Issue
 +  * Pages
   * Time of Retrieval   * Time of Retrieval
   * Final Screening Status   * Final Screening Status
-  * //If a Dual Mode is turned on,// Your 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   * Tagging - module status
   * Extraction - module status   * Extraction - module status
-  * Risk of Bias (ROB) - module status+  * Critical Appraisal - module status
   * Inclusion Probability   * Inclusion Probability
   * Tags - list of tags applied   * Tags - list of tags applied
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   * Embase ID   * Embase ID
   * External ID   * External ID
 +  * NCT ID
 +  * Ref ID
   * Full Text Status   * Full Text Status
 +  * Author List
 +  * Full Citation [[https://guides.med.ucf.edu/jama|(JAMA format)]]
 +  * 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! 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!
-===== Bulk Actions ===== 
  
-Bulk Actions allow you to complete certain steps (changing screening status, uploading full texts, editing module status, etc.) on studies; for instructions, see [[:wiki:autolit:utilities:inspector:bulk_actions|here]].+ 
 +===== Quick Guide: Download and Bulk Actions ===== 
 + 
 +Inspector is the location for two very important activities: Downloading/exporting and completing Bulk Actions. 
 + 
 +==== 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, see [[wiki:autolit:utilities:inspector:download|here]]. 
 + 
 +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 "Download" within the modal. Your file should appear in your local Downloads! 
 + 
 +==== 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, see [[:wiki:autolit:utilities:inspector:bulk_actions|here]].
  
 {{:wiki:autolit:utilities:img182.png?nolink&  }} {{:wiki:autolit:utilities:img182.png?nolink&  }}
  
-===== 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 "Update Screening". 
 +  * 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" and "Final Decisions" if you are in Dual, Two-pass mode. 
 +  * 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, see [[wiki:autolit:utilities:inspector:download|here]]. 
  
 ---- ----
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 ==== 2. Completing Actions ==== ==== 2. Completing Actions ====
  
-The modal enables you to [[:wiki:autolit:screening|Screen]], [[:wiki:autolit:tagging|Tag]], and [[:wiki:autolit:extraction|Extract]] the study that you have opened. In the modal, the actions are completed in the same way they are completed in the sequential screen/tag/extract modes. Here, you can see a study that is opened to the Screening module; the screening actions ( <font inherit/inherit;;#c0392b;;inherit>red square</font>  ) indicates that this study has been included. Once you complete an action, you can click the arrow keys to the left and right of the modal ( <font inherit/inherit;;#c0392b;;inherit>red circles</font>  ) to move up and down the list of studies available in Study Inspector.+The modal enables you to [[:wiki:autolit:screening|Screen]], [[:wiki:autolit:tagging|Tag]], and [[:wiki:autolit:meta_analytical_extraction|MA Extract]] the study that you have opened. In the modal, the actions are completed in the same way they are completed in the sequential screen/tag/extract modes. Here, you can see a study that is opened to the Screening module; the screening actions ( <font inherit/inherit;;#c0392b;;inherit>red square</font>  ) indicates that this study has been included. Once you complete an action, you can click the arrow keys to the left and right of the modal ( <font inherit/inherit;;#c0392b;;inherit>red circles</font>  ) to move up and down the list of studies available in Study Inspector.
  
 {{:wiki:autolit:utilities:study_modal.png}} {{:wiki:autolit:utilities:study_modal.png}}
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 ==== 5. Marking Modules Complete/Incomplete for Individual Records  ==== ==== 5. Marking Modules Complete/Incomplete for Individual Records  ====
  
-Marking a module "Complete" removes it from the queue in the corresponding module and marking a module "Incomplete" puts the record back into the queue in the corresponding module. Regardless of module status, records are always editable in Study Inspector. This is specific to the Tagging, Extraction and Risk of Bias modules.+Marking a module "Complete" removes it from the queue in the corresponding module and marking a module "Incomplete" puts the record back into the queue in the corresponding module. Regardless of module status, records are always editable in Study Inspector. This is specific to the Tagging, Extraction and Critical Appraisal modules.
  
 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 "History" tab, select Module Status Dropdown and select Complete or Incomplete. 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 "History" tab, select Module Status Dropdown and select Complete or Incomplete.
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 To edit the bibliographic information associated with a study, find it in Inspector. In the Abstract view, select the "Edit" button next to the Bibliographic Fields. In the modal that pops up, edit any of the Bibliographic Fields. To edit the bibliographic information associated with a study, find it in Inspector. In the Abstract view, select the "Edit" button next to the Bibliographic Fields. In the modal that pops up, edit any of the Bibliographic Fields.
 +
 +==== 7. Using Nested Knowledge's Reference ID (Ref ID) ====
 +
 +Nested Knowledge automatically generates a Ref ID for every record that can be used for filtering, bulk actions, and allocation. See details [[wiki:autolit:search:refids|here]].
  
 ===== Explore from Inspector ===== ===== Explore from Inspector =====
wiki/autolit/utilities/inspector.txt · Last modified: 2024/05/22 12:21 by jthurnham

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