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wiki:autolit:utilities:inspector [2024/06/14 15:37] jthurnham [2. Completing Actions] |
wiki:autolit:utilities:inspector [2024/09/20 15:34] (current) jthurnham [Explore from Inspector] |
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+ | === 2a. Advanced Study Inspector === | ||
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 " | ||
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{{ : | {{ : | ||
+ | |||
+ | For Tag filters in particular, by default you'll see all records with that tag or any child tags below it (this doesn' | ||
+ | |||
+ | {{ : | ||
For a detailed list of the types of filters available, check out the [[: | For a detailed list of the types of filters available, check out the [[: | ||
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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. 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. | + | You can select the columns that you want to view in Inspector by clicking on the three dots (red) 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: | ||
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* Final Screening Status | * Final Screening Status | ||
* //If Dual mode is turned on you will see the following filters:// | * //If Dual mode is turned on you will see the following filters:// | ||
- | * **Your Screening Status:** This refers to the screening decision you made for the record | + | * **Your Screening Status: |
- | * **Screening Adjudicated By:** The user's name that adjudicated the record is displayed | + | * **Screening Adjudicated By:** The user's name that adjudicated the record is displayed |
- | * **Reviewer Screened By:** The users' names that reviewed the record are displayed | + | * **Reviewer Screened By:** The users' names that reviewed the record are displayed |
* //If Dual Two Pass mode is turned on, you will see the following filters:// | * //If Dual Two Pass mode is turned on, you will see the following filters:// | ||
- | * **Your Full Text Screening Status:** This refers to the FT screening decision you made for the record | + | * **Your Full Text Screening Status: |
- | * **Abstract Screening Status:** This refers to the final abstract screening decision made for the record | + | * **Abstract Screening Status: |
- | * **Your Abstract Screening Status:** This refers to the abstract screening decision you made for the record | + | * **Your Abstract Screening Status: |
- | * **FT Screening Adjudicated By:** The user's name that adjudicated the record after FT screening is displayed | + | * **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 | + | * **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 | + | * **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 | + | * **Reviewer AB Screened By:** The users' names that reviewed the record at the abstract level are displayed |
- | * Tagging: This refers to Complete or Incomplete module status | + | * Tagging |
- | * Meta-Analytical Extraction: This refers to Complete or Incomplete module status | + | * Meta-Analytical Extraction |
- | * Critical Appraisal: This refers to Complete or Incomplete module status | + | * Critical Appraisal |
- | * Inclusion Probability: | + | * Advancement/ |
- | * Tags: Alist of tags applied | + | * Tags: Choose from the list of tags in your hierarchy, then choose if you'd like to view Tag Name, its Contents or both in the Inspector column. |
* DOI | * DOI | ||
* PubMed ID | * PubMed ID | ||
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* Full Text Status: This refers to if and how the Full Text was uploaded | * Full Text Status: This refers to if and how the Full Text was uploaded | ||
* Author List | * Author List | ||
- | * Full Citation [[https:// | + | * Full Citation: All citations or references in Nested Knowledge are presented in [[https:// |
* Related Report Family: If the record is part of a related report family, the name will be displayed | * 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! | + | Check and uncheck |
- | + | ||
- | ---- | + | |
- | + | ||
- | ===== Quick Guide: Download | + | |
- | + | ||
- | Inspector is the location for two very important activities: Downloading/ | + | |
- | + | ||
- | ==== Download | + | |
- | + | ||
- | 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 | + | |
- | * 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, | + | |
- | + | ||
- | {{ : | + | |
- | + | ||
- | 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. | + | |
---- | ---- | ||
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==== 2. Completing Actions ==== | ==== 2. Completing Actions ==== | ||
- | The modal enables you to [[: | + | The modal enables you to [[: |
- | When opening up a study, you'll recognise the format for the left-hand abstract or full text as it mirrors the format shown in the sequential modules (Screening, Tagging etc.); you can view Abstract, Full Text, Supplements and Related Reports. The right-hand panel (red box below) differs as it includes and allows you toggle between modules of interest to view decisions and make edits. | + | When opening up a study, you'll recognise the format for the left-hand abstract or full text as it mirrors the format shown in the sequential modules (Screening, Tagging etc.); you can view Abstract, Full Text, Supplements and Related Reports. The right-hand panel (red box below) differs as it includes and allows you toggle between modules of interest to view decisions and make edits. |
* AB = Abstract Screening module | * AB = Abstract Screening module | ||
- | * FT = Full Text Screening module (note: these are only separated out in Two-Pass mode, if your nest is configured for Standard it will say " | + | * FT = Full Text Screening module (note: these are only separated out in Two-Pass mode, if your nest is configured for Standard it will say " |
* Tag = Tagging module | * Tag = Tagging module | ||
* MA Extract = MA Extraction module | * MA Extract = MA Extraction module | ||
- | * Appraisal = Critical Appraisal module | + | * Appraisal = Critical Appraisal module |
- | (MA Extract and Appraisal are optional modules and will only be shown when turned on) | + | (MA Extract and Appraisal are optional modules and will only be shown when turned on) |
Selecting between these tabs alters the right-hand panel and tabs accordingly. You can click the arrow keys to the left and right of the modal (blue box) to move up and down the list of studies available in Study Inspector. | Selecting between these tabs alters the right-hand panel and tabs accordingly. You can click the arrow keys to the left and right of the modal (blue box) to move up and down the list of studies available in Study Inspector. | ||
- | {{ : | + | {{ : |
+ | |||
+ | ---- | ||
==== 3. Screening in Study Inspector ==== | ==== 3. Screening in Study Inspector ==== | ||
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To change the screening decision to another exclusion reason, simply select another reason. To advance/ | To change the screening decision to another exclusion reason, simply select another reason. To advance/ | ||
- | {{ : | + | {{ : |
In " | In " | ||
- | {{ : | + | {{ : |
---- | ---- | ||
- | + | ==== 4. Marking Modules Complete/ | |
- | ==== 4. Marking Modules Complete/ | + | |
Marking a module " | Marking a module " | ||
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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 " | ||
- | {{ : | + | {{ : |
==== 5. Edit Bibliographic Information ==== | ==== 5. Edit Bibliographic Information ==== | ||
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==== 6. Using Nested Knowledge' | ==== 6. 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: | + | Nested Knowledge automatically generates a Ref ID for every record that can be used for filtering, bulk actions, and allocation. See details [[:wiki: |
==== 7. Download Individual Study PDFs ==== | ==== 7. Download Individual Study PDFs ==== | ||
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When viewing individual studies, either in Study Inspector or in the module queues, you can download the individual annotated pdf by selecting the three dots and clicking Download (below in red). | When viewing individual studies, either in Study Inspector or in the module queues, you can download the individual annotated pdf by selecting the three dots and clicking Download (below in red). | ||
- | {{ : | + | {{ : |
The annotated pdf will display tags applied: | The annotated pdf will display tags applied: | ||
- | {{ : | + | {{ : |
---- | ---- | ||
+ | |||
===== Explore from Inspector ===== | ===== Explore from Inspector ===== | ||
- | If you have questions about the contents across your included records, you can use [[: | + | If you have questions about the contents across your included records, you can use [[: |
- | {{:wiki:autolit: | + | {{ :undefined:screenshot_2024-06-14_at_16.39.06.png? |
- | **Note:** Anytime there is a module box with the adjustable icon, you can drag to adjust | + | This displays |
- | {{ : | + | {{ :undefined: |
+ | |||
+ | **Note: | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | |||
+ | ===== 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, | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | 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. | ||
+ | |||
+ | |||
+ | ---- |