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wiki:autolit:screening:configure [2022/01/24 21:41] hannahlyons |
wiki:autolit:screening:configure [2023/10/11 12:13] jthurnham [3. Editing, Ordering and Deleting Exclusion Reasons] |
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- | ====== Configuring | + | ====== Configuring |
- | The first step in the Screening process is configuring the Exclusion reasons. There are two ways to exclude studies: Automatically and Manually. | + | {{youtube> |
- | ===== Steps for Configuring | + | The first step in the Screening process is configuring the Exclusion |
- | ==== 1. Navigate to Configure Exclusion Reasons ==== | + | Optionally, you can also add and edit [[: |
- | Once you are in a nest, hover over the Nest menu and click on " | + | ===== Steps for Configuring |
- | {{: | + | ==== 1. Navigate to Configure Screening ==== |
- | ---- | + | Once you are in a nest, hover over the Nest menu and click on the gears icon next to Screening menu (red box below) |
- | ==== 2. Inspect the Exclusion Reasons | + | **//If someone has already set up Exclusion Reasons |
- | //" | + | {{ :undefined: |
- | + | ||
- | **//If someone has already set Auto or Manual Exclusion reasons, they will appear here.// ** | + | |
---- | ---- | ||
- | ==== ==== | ||
- | ==== Part A: 1A -> Configure Auto Exclusion Reasons ==== | + | ==== 2. Add Exclusion Reasons ==== |
- | // | + | Click " |
- | ==== - Publication Date ==== | + | |
- | Adding a publication date exclusion will remove studies from your nest that were published before or after the date you choose. | + | {{ : |
- | {{https:// | + | === Import an Exclusion Reason Set === |
- | ==== - Title ==== | + | If your Organization has created templated Exclusion Reason Sets, you can import them using the " |
- | Adding a title exclusion | + | This will open a modal where you can choose |
- | {{https:// | + | ==== 3. Editing, Ordering and Deleting Exclusion Reasons ==== |
- | ==== - Language ==== | + | To edit an Exclusion Reason, click on the pencil icon. If you edit the text of an exclusion reason, your edits will also be reflected on studies to which that reason has already been applied. |
- | Adding a language | + | To order your list of exclusion |
- | {{https://t2321303.p.clickup-attachments.com/t2321303/c4f149a4-18b4-43d5-bc48-24ad9e48fdde/ | + | To delete an Exclusion reason, click the trash icon. **//Deleting an exclusion reason will permanently remove it from the system and will also remove it from studies to which it has been applied. These studies will be returned to the screening queue and will need to be screened again.// ** |
- | ---- | + | === PRISMA Settings === |
- | ==== 2A. Run Auto Exclusion ==== | + | By selecting PRISMA Settings (in green) you can assign an existing exclusion reason to represent "No Full Text Available" |
- | {{https:// | + | ===== Steps to add User Keywords ===== |
- | **//From the studies that were initially ingested into your nest from the lit search, Auto Exclusion has now excluded from your nest any studies that were published before 11/01/2019, any studies with the word " | + | To learn how to add User Keywords |
---- | ---- | ||
- | ==== | + | ===== Related Information ===== |
- | ==== Part B: 1B -> Configure Manual | + | ==== Add Exclusion Reasons on the Fly ==== |
- | + | ||
- | //Manual Exclusion reasons are reasons ////__you__ //// set and can include any number of reasons// // | + | |
- | ==== 2B. Add an Exclusion Reason ==== | + | |
- | + | ||
- | By clicking "Add Manual Exclusion", | + | |
- | + | ||
- | {{https:// | + | |
- | + | ||
- | **// | + | |
- | + | ||
- | ---- | + | |
- | ===== ===== | + | You can add Exclusions Reasons as you screen. To do so, in the Screening module, begin typing in an Exclusion Reason. If the reason of interest has not yet been configured, you will be presented with the ability to "Add Option." |
- | ===== Useful Information ===== | + | ==== Signaling "No Full Text" |
- | * **Adding Exclusions | + | View this switch on the Configure Exclusion |
- | * You can always (and should) add Exclusions Reasons as you screen. You can look to other nests to get a sense of helpful Exclusions Reasons. | + | |
- | * **Editing Exclusions Reasons** | + | |
- | * If you want to change/edit the wording of an exclusion reason, click on the edit (pencil) button next to each reason. Editing the wording | + | |