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wiki:autolit:screening [2023/04/10 17:30]
jthurnham [2. Select Screening Mode] 		wiki:autolit:screening [2023/12/06 15:53] (current)
jthurnham [4a. Include and Exclude Records]
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 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: 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:
  
-{{:wiki:autolit:img163.png?nolink&  }}+{{ :undefined:screening23.png?nolink |}}
  
 __**Screening Modes:**__ __**Screening Modes:**__
  
    * **Standard Screening:**  Each record must be Included or Excluded by a single user, with the option of marking Full Text Review.    * **Standard Screening:**  Each record must be Included or Excluded by a single user, with the option of marking Full Text Review.
-  * **[[:wiki:autolit:screening:dual|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. +  * **[[:wiki:autolit:screening:dual|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. 
-  * **[[:wiki:autolit:screening:robot|Robot Screening:]]** Robot Screener is //type// of Dual Screening where one of the traditionally human reviewers is replaced by an automated substitute. This only works when enough records are screened to train the Inclusion Probability Model with enough accuracy, so each record must be Included or Excluded by one reviewer, and then one 'robot.' Then, the Admin (human) must adjudicate all disagreements. Each user and Admin has the option of marking Full Text Review. +  * **[[:wiki:autolit:screening:robot|Robot Screening:]]** Robot Screener is //type// of Dual Screening where one of the traditionally human reviewers is replaced by an automated substitute. This only works when enough records are screened to train the Screening Model with enough accuracy, so each record must be Included or Excluded by one reviewer, and then one 'robot.' Then, the Admin (human) must adjudicate all disagreements. Each user and Admin has the option of marking Full Text Review. 
-  * **[[:wiki:autolit:screening:twopass|]]:**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. +  * **[[:wiki:autolit:screening:twopass|]]:** 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. 
-  * **[[:wiki:autolit:screening:dualtwopass|]]:**Each record must be Advanced or Excluded at the Abstract level by //two//  users, and Included or Excluded based on //two//  users' designations during a second Full Text Review step. All disagreements at each step must be adjudicated by an Admin.+  * **[[:wiki:autolit:screening:dualtwopass|]]:** Each record must be Advanced or Excluded at the Abstract level by //two//  users, and Included or Excluded based on //two//  users' designations during a second Full Text Review step. All disagreements at each step must be adjudicated by an Admin.
 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.** 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.**
  
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 === Uploading Full Texts === === Uploading Full Texts ===
  
-Generally, you should complete [[:wiki:autolit:screening:exclude:fulltext|Full Text PDF Upload]] for any record that you Include, so that it is available to Tag during the next stage.+Generally, you should complete [[:wiki:autolit:screening:exclude:fulltext|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.
  
-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.+There are several options for Full Text Upload: 
 +  * Study Inspector: Bulk Upload Full Texts via unpaywall (this auto-matches all open source articles to existing records) 
 +  * Study Inspector: Bulk Upload Full Texts via your device (upload up to 50 pdfs to auto-match) 
 + 
 +See [[https://wiki.nested-knowledge.com/doku.php?id=wiki:autolit:utilities:inspector:bulk_actions#bulk_document_import|instructions for bulk upload here.]] 
 + 
 +  * Upload Full Texts individually via link out or Article Galaxy 
 + 
 +See [[https://wiki.nested-knowledge.com/doku.php?id=wiki:autolit:screening:exclude:fulltext#retrieve_full_text|instructions for individual FT upload here. 
 +]]
  
 ==== 4b. Related reports ==== ==== 4b. Related reports ====
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 ==== 5. When are you finished Screening? ==== ==== 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 [[:wiki:autolit:tagging|]] and [[:wiki:autolit:extraction]] (optional) for the included records!+You are finished Screening when all records in your nest are either Included or Excluded, as indicated by the Screening progress bar accessible within the module in the top right. At this point, you should move on to [[:wiki:autolit:tagging|]] and [[:wiki:autolit:meta_analytical_extraction]] (optional) for the included records!
  
 ==== Additional Tools ==== ==== Additional Tools ====
  
-  * [[:wiki:autolit:screening:inclusionpredictionmodel|]]: How to use the built-in Inclusion Prediction to assist in ordering records and informing your screening.+  * [[:wiki:autolit:screening:inclusionpredictionmodel|]]: How to use the built-in AI-assisted Screening Model to assist in ordering records and informing your screening.
   * [[:wiki:autolit:screening:exclude#add_exclusion_reasons_on_the_fly|Add Exclusion Reasons On the Fly]]: How to add Exclusion Reasons while you are screening without leaving the page.   * [[:wiki:autolit:screening:exclude#add_exclusion_reasons_on_the_fly|Add Exclusion Reasons On the Fly]]: How to add Exclusion Reasons while you are screening without leaving the page.
   * [[:wiki:autolit:admin:settings:orgs:templates#exclusion_reason_sets|Exclusion Reason Sets]]: How to import Organizational Templates containing pre-configured Sets of Exclusion Reasons.   * [[:wiki:autolit:admin:settings:orgs:templates#exclusion_reason_sets|Exclusion Reason Sets]]: How to import Organizational Templates containing pre-configured Sets of Exclusion Reasons.
  
  
wiki/autolit/screening.1681147839.txt.gz · Last modified: 2023/04/10 17:30 by jthurnham

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