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--- wiki:autolit:search:import [2023/11/02 12:08]
jthurnham [Spreadsheet-based Upload of Studies]
+++ wiki:autolit:search:import [2024/02/10 02:14] (current)
kevinkallmes [Spreadsheet-based Upload of Studies]
@@ Line 94: / 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, Authors, alongside any other applicable data. You may download an example template upon upload. 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:screenshot_2023-11-02_at_12.06.14.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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