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--- wiki:autolit:search:import [2023/06/06 22:18]
jthurnham
+++ wiki:autolit:search:import [2024/02/10 02:14] (current)
kevinkallmes [Spreadsheet-based Upload of Studies]
@@ Line 34: / Line 34: @@
 {{:wiki:autolit:search:img112.png?nolink&  }}
-  * If your RIS File resulted from a search on an index, enter the full query you used and identify the Search Engine/Index in the drop-down.
+  * If your RIS File resulted from a search on an index, enter the full query you used and identify the Search Engine/Index in the drop-down. If not, you may add a title into the query box instead.
   * If the Search Engine of interest is not present, select **"Other"**. A text box will appear below this menu; enter the search engine name there.
   * Enter the date of your search
@@ Line 43: / Line 43: @@
   * When done, click "Add" in the bottom right of the modal.
 ==== Format for RIS file ====
@@ Line 50: / Line 49: @@
 {{:wiki:autolit:search:ris.png?nolink&}}
 ===== Updating the search =====
@@ Line 87: / Line 85: @@
 Your web browser will prompt you to save the file on your computer. Import this saved file into your citation management program, and then proceed to uploading your file into your nest.
 ==== Uploading, Updating, and Deleting NBIB Files ====
@@ Line 97: / Line 94: @@
 ===== Spreadsheet-based Upload of Studies =====
-You can also bulk upload studies via a spreadsheet. For accurate data retrieval, there must be a column for DOI, PMID or PubMed ID. Ideally there should also be a column for Title, Year and Authors. For example:
+You can also bulk upload studies via a spreadsheet. For basic import, at minimum there must be a column for DOI and/or PMID/PubMed ID. Depending on the format of your spreadsheet, there are two pathways of import. For video instructions, go to t=34 seconds here:
-{{ :undefined:excelupliad.png?nolink |}}
+{{youtube>RbIKMex7yPE}}
-Once your spreadsheet is formatted correctly, you go to File Import and select your spreadsheet under Import Search. Then you must add an applicable query in order for the Add button to be enabled. Then click Add to add the studies to your nest.
-{{ :undefined:queryquery.png?nolink |}}
+==== Using DOI or PubMed ID, with automatically sourced bibliographic data: ====
+If your spreadsheet contains only DOI and/or PMID/PubMed ID, records and bibliographic data are imported from PubMed and CrossRef. While this generation of bibliographic data is accurate, there may be gaps. Method 2 ensures import of all desired data from an existing spreadsheet.
+e.g. {{  :undefined:screenshot_2023-11-02_at_12.46.29.png?nolink&  }}
+==== Custom Bibliographic Fields in Spreadsheets: ====
+If your spreadsheet contains columns for DOI, PMID/PubMed ID //plus other additional columns//, i.e. Title, Year, Authors, Publication Type (or 'PT'), or other bibliographic fields, records are imported based on the exact spreadsheet data provided. These other columns should be titled with the name of the bibliographic field, and the cells should contain the record-by-record bibliographic information. For example, under "Publication Type", the cells may say "Review," "Clinical Trial," and other publication types.
+While this means any missing data within the spreadsheet will not be retrieved via PubMed/CrossRef, this method ensures more accurate imports of existing projects with the data of interest.
+e.g. {{  :undefined:screenshot_2023-11-02_at_12.47.35.png?nolink&  }}
+You may download the above template for reference when attempting to upload your file. Once your spreadsheet is formatted for your chosen method of import, go to File Import and select your spreadsheet under Import Search. Then click Add to add the studies to your nest.
+{{  :undefined:screenshot_2023-11-02_at_12.43.50.png?nolink&  }}
 This search will be added to the top of existing searches as below:
-{{ :undefined:queryquery2.png?nolink |}}
+{{  :undefined:screenshot_2023-11-02_at_12.44.05.png?nolink&  }}

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