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--- wiki:autolit:screening:configure [2022/01/24 21:41]
hannahlyons
+++ wiki:autolit:screening:configure [2024/04/01 17:34]
jthurnham [3. Editing, Ordering and Deleting Exclusion Reasons]
@@ Line 1: / Line 1: @@
-====== Configuring Exclusion Reasons ======
+====== Configuring Screening ======
-The first step in the Screening process is configuring the Exclusion reasons. There are two ways to exclude studies: Automatically and Manually.
+{{youtube>kyugr7dzitM}}
-===== Steps for Configuring Exclusion Reasons: =====
+The first step in the Screening process is configuring the Exclusion reasons. The steps for adding and editing exclusion reasons will be covered here.
-==== 1. Navigate to Configure Exclusion Reasons ====
+Optionally, you can also add and edit [[:wiki:autolit:screening:keywords#on_the_configure_screening_page|User Keywords]] here as well.
-Once you are in a nest, hover over the Nest menu and click on "Configure Exclusion Reasons".
+===== Steps for Configuring Exclusion Reasons: =====
-{{:wiki:autolit:screening:untitled.jpg?nolink&  }}
+==== 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 Page ====
+**//If someone has already set up Exclusion Reasons for the nest, they will appear here.// **
-//"Configure Exclusion Reasons" will bring you to a page that looks similar to this// {{https://t2321303.p.clickup-attachments.com/t2321303/4d634cca-84bf-4762-844b-8b377422a715/Screen Shot 2021-05-13 at 8.41.36 AM.png?nolink&}}
+{{ :undefined:confscreen23.png?nolink |}}
-**//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 ====
-//Auto Exclusion is used only for exclusion reasons that the software can filter out automatically. These reasons are://
+Click "Add" (red outline) and type your Exclusion Reason in the free text field. The software does not restrict what reasons you create, but you should ensure that these Exclusion Reasons reflect the inclusion and exclusion criteria for your study design.
-==== - Publication Date ====
-Adding a publication date exclusion will remove studies from your nest that were published before or after the date you choose.
+{{ :undefined:screenshot_2023-10-11_at_13.03.48.png?nolink |}}
-{{https://t2321303.p.clickup-attachments.com/t2321303/707717ba-a5ab-4679-80d3-0407b7e27c90/Screen Shot 2021-05-13 at 8.38.45 AM.png?nolink&554}}
+=== Import an Exclusion Reason Set ===
-==== - Title ====
+If your Organization has created templated Exclusion Reason Sets, you can import them using the "Import Set" button (black outline above).
-Adding a title exclusion will remove studies from your nest that contain a specified keyword, such as "Case Series"
+This will open a modal where you can choose from your Organization's existing templated sets. Importing a Set will add all the Exclusion Reasons in the Set and add them on top of your existing reasons. For more information, see [[:wiki:autolit:admin:settings:orgs:templates|]].
-{{https://t2321303.p.clickup-attachments.com/t2321303/de8870b9-7a4f-4f61-9824-aed62de2a4ff/Screen Shot 2021-05-13 at 9.10.57 AM.png?nolink&564}}
+==== 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 exclusion will remove studies from your nest that were not published in English.
+To order your list of exclusion reasons and determine how they are displayed in Screening, click the 6 dots icon (blue outline in screenshot above) and drag and drop in your desired order. To order your exclusion reasons in a hierarchical fashion, use the arrows to indent reasons beneath others. In the above example, "In vivo study" and "In vitro study" are beneath "Study not performed on living humans." You can customize this according to your study design and exclusion criteria. The format will be displayed the same in the screening workflow.
-{{https://t2321303.p.clickup-attachments.com/t2321303/c4f149a4-18b4-43d5-bc48-24ad9e48fdde/Screen Shot 2021-05-13 at 8.39.29 AM.png?nolink&566}}
+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:
+  - Group exclusion reasons shown in the auto-generated PRISMA diagram. If you have created hierarchical exclusion reasons, you can choose to display all reasons (i.e. both specific and root/parent reasons) or root reasons (the first set of grouping), and so on.
+  - Assign an existing exclusion reason to represent "No Full Text Available" and will be reflected as such in the auto-generated PRISMA diagram.
-{{https://t2321303.p.clickup-attachments.com/t2321303/6591fcdf-8cb7-475b-8b1b-46571e38f24d/Screen Shot 2021-05-13 at 9.10.06 AM.png?nolink&}}
+{{ :undefined:screenshot_2024-04-01_at_17.21.28.png?nolink |}}
-**//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 "protocol" in the title, and any study not published in English.// **
+===== Steps to add User Keywords =====
+To learn how to add User Keywords from the Configure Screening page, click [[:wiki:autolit:screening:keywords#on_the_configure_screening_page|here]].
 ----
-====   ====
+===== Related Information =====
-==== Part B: 1B -> Configure Manual Exclusion Reasons ====
+==== Add Exclusion Reasons on the Fly ====
-//Manual Exclusion reasons are reasons ////__you__ //// set and can include any number of reasons// //based on the aim of the nest//
-==== 2B. Add an Exclusion Reason ====
-By clicking "Add Manual Exclusion", you can add any reason for exclusion based on the aim of the Nest.
-{{https://t2321303.p.clickup-attachments.com/t2321303/ec652804-be6e-45ca-8f81-89103c86e38b/nk_addmanualexclusion.png?nolink&}}
-**//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.// **
-----
-=====   =====
+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." Select this option, and write out your full Exclusion Reason. Once you have added it, it will be added to the Exclusion Reason drop-down and the Configure Exclusion Reasons page, and will be automatically applied to the study you are currently screening. To confirm that the new reason should be applied, select "Exclude".
-===== Useful Information =====
+==== Signaling "No Full Text" ====
-  * **Adding Exclusions Reasons**
+View this switch on the Configure Exclusion Reasons page. You can designate one exclusion reason as indicating that the full text was not available for a given reference. This information will be reflected in your [[:wiki:synthesis:prisma|PRISMA flow diagram]].
-      * 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 will automatically change the wording on all studies to which that exclusion reason has been applied.

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