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In Screening, you select which studies to include in your nest and which should be excluded (with reasons).

Steps to Screen a Nest:

1. Configure Exclusion Reasons

Before screening individual studies, you must Configure Screening. To Configure exclusion reasons, list all reasons that a record would be excluded from your nest.

2. Select Screening Mode

There are several Screening Modes that you can select to alter the flow of records through your nest. Each option can be toggled on the Admin page for your nest:

Screening Modes:

  • Standard Screening: Each record must be Included or Excluded by a single user, with the option of marking Full Text Review.
  • Dual Screening: Each record must be Included or Excluded by two independent users, and then an Admin must adjudicate all disagreements. Each user and Admin has the option of marking Full Text Review.
  • Two-Pass Screening: Each record must be Advanced or Excluded at the Abstract level by one user, and Included or Excluded based on a second Full Text Review step.

The best practice is to choose a Screening Mode before you begin Screening. While you can switch between Screening Modes at any point, and final Inclusion/Exclusion decisions can be carried over, switching modes after beginning Screening can result in lost data.

3. Configure Your Keywords

To aid users in screening, you can configure keywords to be underlined in the abstract view.

These are different from the P, I, and O highlighting in that the highlighting is automatically generated by our RoboPICO software based on the abstract's contents, while Your Keywords are custom-added as described here.

4. Include and Exclude Records

The core activity of Screening is Including and Excluding records. In this process, you review the abstracts of records and exclude any that meet your Exclusion Reasons. For any article that is includable (as in, no Exclusion Reason applies), select “Include” and (optionally) upload the full text. There is also an option to “unscreen” a study. You can do this on individual studies or across many studies in a bulk action.

Uploading Full Texts

Generally, you should complete Full Text PDF Upload for any record that you Include, so that it is available to Tag during the next stage.

The exception: If you set up the Two-Pass Screening Mode (see above), you should upload full texts for all studies that are Advanced to Full Text Review.

5. When are you finished Screening?

You are finished Screening when all records in your nest are either Included or Excluded, as indicated by the Screening progress bar. At this point, you should move on to Tagging and Extracting the included records!

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wiki/autolit/screening.txt · Last modified: 2022/07/05 18:00 by kevinkallmes