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wiki:autolit:admin:import [2023/10/11 12:23] jthurnham [Import Tags] |
wiki:autolit:admin:import [2024/04/01 12:57] (current) jthurnham |
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====== Import Existing Screening Decisions or Tags ====== | ====== Import Existing Screening Decisions or Tags ====== | ||
- | This page addresses how to move existing review data, specifically screening & tagging, from spreadsheets into your nest. | + | This page addresses how to move existing review data, specifically screening & tagging, from spreadsheets into your nest. For video instructions, |
+ | |||
+ | {{youtube> | ||
===== Where to Import ===== | ===== Where to Import ===== | ||
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Import can be found under [[: | Import can be found under [[: | ||
- | {{:wiki:autolit: | + | {{ :undefined:screenshot_2024-04-01_at_13.09.03.png? |
* For **Screening**, | * For **Screening**, | ||
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==== Format and Template ==== | ==== Format and Template ==== | ||
- | You can download the template from the Import Modal (see first red outline below): | + | You can download the template from the Import Modal: |
- | {{ :undefined:screenshot_2023-10-11_at_13.17.14.png?nolink |}} | + | {{ :undefined:screenshot_2024-04-01_at_13.10.15.png?nolink |}} |
The titles of your sheet must have the following **exact column names**: | The titles of your sheet must have the following **exact column names**: | ||
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* PubMed Id | * PubMed Id | ||
* Ref Id (if applicable) | * Ref Id (if applicable) | ||
+ | * External Id | ||
* Exclusion Reason | * Exclusion Reason | ||
* [Optional] Full Text Review | * [Optional] Full Text Review | ||
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In this sheet, the third record would be Included (with full text review) while the other three would have Exclusion Reasons added matching the text in that column. | In this sheet, the third record would be Included (with full text review) while the other three would have Exclusion Reasons added matching the text in that column. | ||
- | |||
==== Settings: Allow Exclusion Reason Creation ==== | ==== Settings: Allow Exclusion Reason Creation ==== | ||
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To import Tags, you will need to bring an Excel sheet or CSV formatted **exactly** | To import Tags, you will need to bring an Excel sheet or CSV formatted **exactly** | ||
- | Once you have selected " | + | Once you have selected " |
- | ==== Format and Template | + | ==== Tags with Text Contents |
- | You can download the template from the Import Modal (see first red outline below): | + | By default, importing tags with text contents is selected and tags with table contents can always be imported here or configured later on in your hierarchy. Imports must follow the correct format, you can download the template from the Import Modal: |
- | {{ :undefined:screenshot_2023-10-11_at_13.20.08.png?nolink |}} | + | {{ :undefined:screenshot_2024-04-01_at_13.41.53.png?nolink |}} |
- | The titles of your sheet must have the following **exact column names**: | + | The titles of your sheet must have 1-5 of the following **exact column names**: |
* DOI | * DOI | ||
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* PubMed Id | * PubMed Id | ||
* Ref Id (if applicable) | * Ref Id (if applicable) | ||
+ | * External Id | ||
Then, every column to the right of these **must be an exact Tag name**; the cells under the Tag Name will indicate whether that Tag should be added to the record in question with the text in the cell as the Tag Excerpt. | Then, every column to the right of these **must be an exact Tag name**; the cells under the Tag Name will indicate whether that Tag should be added to the record in question with the text in the cell as the Tag Excerpt. | ||
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You must provide, in those columns: | You must provide, in those columns: | ||
- | * At least one bibliographic item: DOI, Title, PubMed Id and, if applicable, Ref Id | + | * At least one bibliographic item: DOI, Title, PubMed Id and, if applicable, Ref Id |
* For all Tags to be applied to any record, the exact Tag name in the column header, | * For all Tags to be applied to any record, the exact Tag name in the column header, | ||
* For all records a Tag should be applied to, **fill in your desired Text Content** | * For all records a Tag should be applied to, **fill in your desired Text Content** | ||
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In this sheet, the first two records would have only one of the tags listed added to them; the last two records would have both tags added: "Study Type" and " | In this sheet, the first two records would have only one of the tags listed added to them; the last two records would have both tags added: "Study Type" and " | ||
- | |||
==== Settings: Allow Tag Creation ==== | ==== Settings: Allow Tag Creation ==== | ||
- | The first setting | + | The first setting determines whether the nest should automatically create new Tags based on the imported sheet. |
<WRAP center round tip 80%> If there is a Tag listed in the sheet that is **not already configured in the nest, | <WRAP center round tip 80%> If there is a Tag listed in the sheet that is **not already configured in the nest, | ||
- | These Tags will be added to your nest without Parent Tags, so make sure you check Configure | + | These Tags will be added to your nest without Parent Tags, so make sure you check Configure |
If you would prefer that **no new Tags be created** | If you would prefer that **no new Tags be created** | ||
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==== Settings: Allow overwrite ==== | ==== Settings: Allow overwrite ==== | ||
- | The second setting | + | The second setting determines whether the tag excerpts in your import should override tag excerpts already present in the nest. That is, if you want any existing tag excerpts to be **replaced by the imported excerpts, |
If you would prefer that **existing tags be left (and not overwritten)**, | If you would prefer that **existing tags be left (and not overwritten)**, | ||
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<WRAP center round important 80%> Be careful about this action, because no report will be returned regarding overwriting of records! </ | <WRAP center round important 80%> Be careful about this action, because no report will be returned regarding overwriting of records! </ | ||
- | ==== Import Tags ==== | + | ==== Import Tags with Text Contents |
Once you have **ensured that your import sheet is the proper format**, upload your sheet by drag-and-drop or by selecting the Upload button. | Once you have **ensured that your import sheet is the proper format**, upload your sheet by drag-and-drop or by selecting the Upload button. | ||
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When complete, check your nest for the new Tags you uploaded and to ensure that they were altered as you had planned. | When complete, check your nest for the new Tags you uploaded and to ensure that they were altered as you had planned. | ||
+ | ==== Tags with Table Contents ==== | ||
+ | |||
+ | For import of tags with accompanying tables, toggle " | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | The titles of your sheet must have 1-5 of the following **exact column names**: | ||
+ | |||
+ | * DOI | ||
+ | * Title | ||
+ | * PubMed Id | ||
+ | * Ref Id (if applicable) | ||
+ | * External Id | ||
+ | |||
+ | Then, each remaining column must match exactly (case-sensitive) the columns configured in the pre-existing tag table. You can also have tags and columns created for your tag table by selecting "Allow Tag & Column Creation." | ||
+ | |||
+ | ==== Settings: Allow Tag Creation ==== | ||
+ | |||
+ | The first setting determines whether the nest should automatically create new Tags based on the imported sheet. | ||
+ | |||
+ | <WRAP center round tip 80%> When this is toggled on, new tags and corresponding tables will be created if they do not exist or they cannot be matched to existing tags in the nest. | ||
+ | |||
+ | These Tag tables will be added to your nest without Parent Tags, so make sure you check the Configure Tagging page and assign the appropriate Parent Tags after Import. </ | ||
+ | |||
+ | If you would prefer that **no new Tag Tables be created** | ||
+ | |||
+ | <WRAP center round important 80%> If there are tag tables/ | ||
+ | |||
+ | ==== Settings: Allow overwrite ==== | ||
+ | |||
+ | The second setting determines whether the tag tables in your import should override tag tables already present in the nest. So if you want any existing tag tables to be **replaced by the imported excerpts, | ||
+ | |||
+ | If you would prefer that **existing tag tables be left (and not overwritten)**, | ||
+ | |||
+ | <WRAP center round important 80%> Be careful about this action, because no report will be returned regarding overwriting of records! </ | ||