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wiki:autolit:tagging:configure [2023/12/06 19:59]
jthurnham 		wiki:autolit:tagging:configure [2024/01/18 11:09] (current)
jthurnham
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 Alternatively, you can switch to **Standard** mode, which is less structured and allows you to configure concepts to be extracted via a list of dropdown tags. Follow [[wiki:autolit:tagging:configurestandardtags|these instructions on configuring tags in Standard Tagging mode.]] Note: switching between modes results in no loss of data. Alternatively, you can switch to **Standard** mode, which is less structured and allows you to configure concepts to be extracted via a list of dropdown tags. Follow [[wiki:autolit:tagging:configurestandardtags|these instructions on configuring tags in Standard Tagging mode.]] Note: switching between modes results in no loss of data.
  
-<WRAP center round info 60%>\\ +===== Understanding Tags in the Hierarchy =====
-Regardless of Tagging mode, the functions detailed below on [[:wiki:autolit:tagging:configure#import_a_tag_hierarchy_template|Importing a Tag Hierarchy]] and [[:wiki:autolit:tagging:configure#editing_the_tag_hierarchy|Editing the Tag Hierarchy]] are the same. +
-</WRAP>+
  
-----+Root Tags are the highest level of the hierarchy, and have no parent tags. 
  
-===== Understanding Tags in the Hierarchy =====+Parent tags are any tags that have child tags. In the below example, "Outcomes" is a root tag (the highest level) and a parent tag to "Clinical Outcomes," "Clinical Outcomes" is a parent tag to "Mortality" (but not a root tag), and "Mortality" is a child tag (but not a parent or root tag). 
  
-Root Tags are the highest level of the hierarchy, and have no parent tags. Parent tags are any tags that have child tags. In the below example, "Outcomes" is a root tag (the highest level) and a parent tag to "Clinical Outcomes," "Clinical Outcomes" is a parent tag to "Mortality" (but not a root tag), and "Mortality" is a child tag (but not a parent or root tag). That said, don't worry too much about the jargon, these ontologies are simply supposed to represent the most general categories at the top, and most specific at the bottom.+That said, don't worry too much about the jargon, these ontologies are simply supposed to represent the most general categories at the top, and most specific at the bottom.
  
 {{ :undefined:screenshot_2023-12-06_at_19.56.45.png?nolink |}} {{ :undefined:screenshot_2023-12-06_at_19.56.45.png?nolink |}}
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   * **Answer** (not child tags, the answer will be reflected by the tag text): Tag Text/Excerpt from the underlying study. Absence of an answer means the Tag is not present in the study.   * **Answer** (not child tags, the answer will be reflected by the tag text): Tag Text/Excerpt from the underlying study. Absence of an answer means the Tag is not present in the study.
  
 +{{ :undefined:screenshot_2023-12-06_at_20.00.07.png?nolink |}}
  
 ===== Tips on Preliminary Hierarchy Organization ===== ===== Tips on Preliminary Hierarchy Organization =====
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 ==== 5. Tag Contents ==== ==== 5. Tag Contents ====
  
-When a tag is created, the default setting is to collect simple text as the contents associated with the tag. If you would like to collect data in the form of a table for a specific tag, instead of just a singular text box, you can toggle on "Gather Table Contents." Learn more about [[wiki:autolit:tagging:tagtables|when to use text vs tag tables.]] +When a tag is created, you have the choice of tag content and the choice to toggle on options for your chosen content. The default setting for content mode is Text, meaning when the tag is applied, free text can be inputted alongside. Options for the content mode are switched off by default. 
 + 
 +=== Content Mode: Text vs Tables === 
 + 
 +If you would like to collect data in the form of a table for a specific tag, instead of just a singular text box, you can select "Table" in the Content Mode dropdown and customize a table. Learn more about [[wiki:autolit:tagging:tagtables|when to use text vs tag tables.]]  
 + 
 +=== Content Options === 
 + 
 +Once you have chosen the tag's content mode, you may wish to configure options. Turning on options allows you to configure pre-determined options to select from when applying a tag, //instead of inputting free text.// Learn more about [[wiki:autolit:tagging:options|how to configure options.]] 
 + 
 +----
  
-==== 5. Hide Tags ====+==== 6. Hide Tags ====
  
 If you have tags present in your hierarchy that you do not want shown in Synthesis (e.g. if they are used for admin/organizational purposes) you can hide them. They will **only** be hidden in Synthesis and still accessible to use everywhere else in AutoLit. To hide a tag, click on the tag and under the "Hide" menu, toggle on "Hide on Synthesis."  If you have tags present in your hierarchy that you do not want shown in Synthesis (e.g. if they are used for admin/organizational purposes) you can hide them. They will **only** be hidden in Synthesis and still accessible to use everywhere else in AutoLit. To hide a tag, click on the tag and under the "Hide" menu, toggle on "Hide on Synthesis." 
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 ---- ----
  
-==== 6. Merge Tags ====+==== 7. Merge Tags ====
  
 If you would like to combine multiple tags into one tag, click on the tag that you would like to merge into the other. Use the “Target Tag” menu to find the tag you would like to merge with and then click the “Merge” button. If you would like to combine multiple tags into one tag, click on the tag that you would like to merge into the other. Use the “Target Tag” menu to find the tag you would like to merge with and then click the “Merge” button.
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 ---- ----
  
-==== 7. Delete Tags ====+==== 8. Delete Tags ====
  
 Find the tag you would like to delete, Click the “Delete” button on the top right, click the “Confirm” square, then click “Update”. **//When a tag is deleted in Configure Tagging, it deletes the tag from the hierarchy and from all studies it has been applied to.// ** Find the tag you would like to delete, Click the “Delete” button on the top right, click the “Confirm” square, then click “Update”. **//When a tag is deleted in Configure Tagging, it deletes the tag from the hierarchy and from all studies it has been applied to.// **
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 To Recursively Delete, select the check-box for "Recursively Delete?" and for "Confirm" before clicking "Delete." As with deleting single tags, this cannot be undone! To Recursively Delete, select the check-box for "Recursively Delete?" and for "Confirm" before clicking "Delete." As with deleting single tags, this cannot be undone!
  
-==== 7. Add Tags on the Fly ====+==== 9. Add Tags on the Fly ====
  
 If you forget to configure a tag before beginning the Tagging process, no problem! You can add tags to your hierarchy 'on the fly'; to learn how, click [[:wiki:autolit:tagging:tag#add_new_tags_on_the_fly|here]]. If you forget to configure a tag before beginning the Tagging process, no problem! You can add tags to your hierarchy 'on the fly'; to learn how, click [[:wiki:autolit:tagging:tag#add_new_tags_on_the_fly|here]].
  
  
wiki/autolit/tagging/configure.1701892748.txt.gz · Last modified: 2023/12/06 19:59 by jthurnham

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