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wiki:autolit:utilities:inspector [2024/07/25 13:42] jthurnham [2. Filter the Study Inspector] |
wiki:autolit:utilities:inspector [2024/09/20 15:34] (current) jthurnham [Explore from Inspector] |
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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. |
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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: | ||
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* **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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* 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 |
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- | ---- | + | |
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- | ===== Quick Guide: Download | + | |
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- | Inspector is the location for two very important activities: Downloading/ | + | |
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- | ==== Download | + | |
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- | 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, | + | |
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- | Quick Guide: | + | |
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- | * 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** | + | |
- | * 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 ==== | + | |
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- | Bulk Actions allow you to complete certain steps (changing screening status, uploading full texts, editing module status, etc.) on studies; for full instructions, | + | |
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- | Quick Guide: | + | |
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- | * 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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{{ : | {{ : | ||
- | This displays the same outputs as Search Exploration: | + | This displays the same outputs as Search Exploration |
- | {{ : | + | {{ : |
**Note: | **Note: | ||
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- | ===== Completing Actions on Individual Studies in Inspector ===== | ||
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- | ==== 1. Opening the Study Modal ==== | ||
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- | Once you have filtered to the list of studies of interest, you can screen, tag, or extract by clicking on the study in question; this opens the Study Modal. The modal opens to the module that was selected as the preset; so, if you opened the Screening Study Inspector, for instance, you will be able to screen the study in question. | ||
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- | ==== 2. Completing Actions ==== | ||
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- | The modal enables you to [[: | ||
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- | 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. | ||
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- | * 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 " | ||
- | * Tag = Tagging module | ||
- | * MA Extract = MA Extraction module | ||
- | * Appraisal = Critical Appraisal module | ||
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- | (MA Extract and Appraisal are optional modules and will only be shown when turned on) | ||
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- | 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. | ||
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- | ==== 3. Screening in Study Inspector ==== | ||
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- | In Dual Screening modes, to view/ | ||
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- | To change the screening decision to another exclusion reason, simply select another reason. To advance/ | ||
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- | In " | ||
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- | ==== 4. Marking Modules Complete/ | ||
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- | 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 " | ||
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- | ==== 5. Edit Bibliographic Information ==== | ||
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- | To edit the bibliographic information associated with a study, find it in Inspector. In the Abstract view, select the " | ||
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- | ==== 6. Using Nested Knowledge' | ||
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- | Nested Knowledge automatically generates a Ref ID for every record that can be used for filtering, bulk actions, and allocation. See details [[wiki: | ||
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- | ==== 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). | ||
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- | The annotated pdf will display tags applied: | ||
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- | ---- | ||
- | ===== Explore from Inspector ===== | ||
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- | If you have questions about the contents across your included records, you can use [[: | ||
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- | This displays the same outputs as Search Exploration: | ||
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- | **Note:** Anytime there is a module box with the adjustable icon, you can drag to adjust the width of the box depending on your preference. | ||
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