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wiki:autolit:utilities:inspector [2023/05/25 21:53] jthurnham [5. Marking Modules Complete/Incomplete for Individual Records] |
wiki:autolit:utilities:inspector [2024/02/14 12:22] jthurnham [Adjusting the Columns in 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. | + | 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. Any columns you select will be added to the Inspector view and, if you wish to Download data, these columns are alsoadded to the spreadsheet. |
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 | ||
- | * Time of Retrieval | + | |
+ | * Issue | ||
+ | * Pages | ||
+ | * Publication Type (if available in the bibliographic data) | ||
+ | | ||
* 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:// |
- | * Tagging | + | * **Your Screening Status:** This refers to the screening decision you made for the record |
- | * Extraction | + | * **Screening Adjudicated By:** The user's name that adjudicated the record is displayed |
- | * Critical Appraisal | + | * **Reviewer Screened By:** The users' names that reviewed the record are displayed |
- | * Inclusion Probability | + | * //If Dual Two Pass mode is turned on, you will see the following filters:// |
- | * Tags - list of tags applied | + | * **Your Full Text Screening Status:** This refers to the FT screening decision you made for the record |
+ | * **Abstract Screening Status:** This refers to the final abstract screening decision made for the record | ||
+ | * **Your Abstract Screening Status:** This refers to the abstract screening decision you made for the record | ||
+ | * **FT Screening Adjudicated By:** The user's name that adjudicated the record after FT screening is displayed | ||
+ | * **Reviewer FT Screened By:** The users' names that reviewed the record at the FT level are displayed | ||
+ | * **AB Screening Adjudicated By:** The user's name that adjudicated the record after Abstract screening is displayed | ||
+ | * **Reviewer AB Screened By:** The users' names that reviewed the record at the abstract level are displayed | ||
+ | * Tagging: This refers to Complete or Incomplete | ||
+ | * Extraction: This refers to Complete or Incomplete | ||
+ | * Critical Appraisal: This refers to Complete or Incomplete | ||
+ | * Inclusion Probability: If turned on, this refers to the calculated inclusion probability for the record | ||
+ | * Tags: Alist of tags applied | ||
* DOI | * DOI | ||
* PubMed ID | * PubMed ID | ||
* Embase ID | * Embase ID | ||
* External ID | * External ID | ||
- | * Full Text Status | + | |
+ | * Ref ID: This refers to the number in which the record was imported into the nest (where 1 was the first) | ||
+ | | ||
+ | * Author List | ||
+ | * Full Citation [[https:// | ||
+ | * Related Report Family: If the record is part of a related report family, the name will be displayed | ||
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, | + | |
+ | ===== 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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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 ===== |