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wiki:autolit:tagging:tag [2023/07/11 15:44] jthurnham [3. Find the Relevant Tag] |
wiki:autolit:tagging:tag [2024/05/15 18:47] (current) jthurnham [Add New Tags on the Fly] |
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- | ====== Applying Tags ====== | + | ====== Applying Tags via Forms ====== |
- | Tags reflect the qualitative content of underlying studies and provide method for attaching text or images from these studies. After tags have been [[: | + | Tags reflect the qualitative content of underlying studies and provide method for attaching text or images from these studies. After tags have been [[: |
- | ===== Steps for Tagging: ===== | + | **If you are in Standard Tagging mode, see [[wiki: |
+ | ** | ||
+ | ===== Steps for Tagging | ||
==== 1. Navigate to Tagging ==== | ==== 1. Navigate to Tagging ==== | ||
Click the " | Click the " | ||
- | |||
- | {{ : | ||
This will enable you to apply tags to records sequentially. If you would prefer to search and find records to tag, or to view records that have already been tagged, use [[: | This will enable you to apply tags to records sequentially. If you would prefer to search and find records to tag, or to view records that have already been tagged, use [[: | ||
+ | |||
+ | {{ : | ||
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==== 2. View the Full Text ==== | ==== 2. View the Full Text ==== | ||
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Click on the "Full Text" toggle in the upper left to view the full-text PDF. | Click on the "Full Text" toggle in the upper left to view the full-text PDF. | ||
- | {{: | + | If no full text has yet been imported, learn how to upload it both individually and in bulk [[: |
- | If no full text has yet been imported, learn how to upload it [[:wiki:autolit: | + | {{ :undefined:screenshot_2023-12-06_at_20.54.05.png? |
---- | ---- | ||
+ | ==== 3. Answering Questions ==== | ||
- | ==== 3. Find the Relevant | + | Form-based tagging is designed to show the questions you configured side-by-side with the Full Text for ease of data extraction. Questions will be available for answer in the right panel (red box); the Question under review has a **light blue background**, |
- | As you read through the article and find the relevant | + | All tags can still be added to the study using Standard Tagging by expanding |
- | {{: | + | By default, questions are grouped by root tag (highest tag in tag hierarchy) allowing you to select specific groups of questions to answer at a time (blue box). Either select from the drop down or use the arrows to toggle between groups of questions. This is especially helpful if you have a large tag hierarchy and therefore, a single, long form of questions. |
- | Tags are ordered in the dropdown based on the hierarchy with the leftmost root node at the top, followed by its children, followed by the next root node. | + | {{ : |
- | === 3a. Tag Details === | + | The root tags/groups follow a key to indicate completion of the corresponding group of questions. No circle indicates questions are incomplete, a hollow circle indicates partial completion, and a full circle indicates full completion. |
- | If you need further details on the tags in order to determine applicability, | + | {{ : |
- | {{:wiki: | + | However, if you prefer a single form you can change this in Settings: |
- | === 3b. Tag Recommendations === | + | {{ : |
- | == Standard | + | By adding Answers, you are applying the underlying tag, with the tag content serving as the evidence that the correct Answer(s) have been added. The method of Answering depends on the type of Question, but for all Question types, the tags applied will populate the [[wiki: |
- | Nested Knowledge automatically generates Tag Recommendations for every included study in both Standard and Form-based modes. Once you have uploaded the Full Text, you can apply tags as described above; however, you can also open the Tag Recommendations in the panel to the right of the full text. | + | ---- |
- | Doing so will open a list of the most frequently-occurring tags, which are auto-searched by key word look up across the whole full text: | + | ==== Question Type-specific Answers ==== |
- | {{:wiki: | + | For each Question in the list, complete the following actions based on the type of Question: |
- | To view the text that is associated with a given Tag Recommendation, click on the recommendation you're interested in. This will: | + | * **Single Select: |
+ | {{ :undefined: | ||
- | * Auto-jump the PDF to the relevant section, | + | * **Multi-Select:** Any of the child tags can be an answer, so you can apply as many tags from the drop-down as are applicable to the study. When all relevant |
- | | + | {{ : |
- | * Highlight | + | |
- | If you want to see all locations | + | * **Single Apply: |
+ | {{ : | ||
- | When you are ready to apply a Tag Recommendation, all you need to do is: | + | Whenever |
- | * Click on it, | + | ---- |
- | * Select the text content of interest (using the techniques outlined below). | + | |
- | Once added, the Tag Recommendation will disappear from the Tag Recommendations | + | ===== Tag Recommendations |
- | == Smart (Beta) | + | Tag Recommendations |
- | Smart Tag Recommendations are an upgraded version | + | **Standard |
- | {{ : | + | ==== Smart Tag Recommendations ==== |
+ | //Smart Tag Recommendations// | ||
- | After toggling | + | If a recommendation is available for the selected question, it will be displayed. When clicked |
- | Once updated, a list of tag recommendations will be shown. Similarly to Standard Tag Recommendations, | + | {{ : |
- | {{ :undefined:tagrecs2.png? | + | Learn more about how [[wiki:autolit:tagging: |
+ | ]] | ||
- | <WRAP center round info 60%> Wondering why Smart Tag Recommendations is unavailable? | + | Note: Smart Tag Recommendations is an enterprise-level feature only. If you wish to conduct a free 2-month pilot trial at the enterprise level in order to make use of this feature in your workflows, please |
+ | |||
+ | ---- | ||
==== 4. Add an Annotation ==== | ==== 4. Add an Annotation ==== | ||
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* **Selection (Area Annotation): | * **Selection (Area Annotation): | ||
* **Manual entry (No Annotation): | * **Manual entry (No Annotation): | ||
- | You can annotate either before or after selecting the tag of interest in the drop-down (red circle below). | ||
=== 4a. Use the Highlighting Tool: === | === 4a. Use the Highlighting Tool: === | ||
- | {{: | + | The default Tag Text method is Highlighting. You can also manually select the Highlighting icon, if you need to toggle back to this option. |
- | The default Tag Text method is Highlighting. You can also manually select | + | Click and drag over the text you would like to Highlight. |
- | Click and drag over the text you would like to Highlight. Highlighting will extract an exact text excerpt that is shown in light blue (see red arrow below), and the text will be automatically populated to the Tag Text box (red outline below). | + | {{ :undefined:screenshot_2023-12-06_at_21.45.41.png? |
- | + | ||
- | {{:wiki:autolit: | + | |
=== 4b. Use the Select Tool: === | === 4b. Use the Select Tool: === | ||
- | To switch from the default Highlighting tool to the Select tool, click the middle icon above the full text (see red arrow in the top menu below). | + | To switch from the default Highlighting tool to the Select tool (middle icon above) |
- | + | ||
- | {{: | + | |
- | Create a box across the area you'd like to select for the tag (red arrow in the text section). Click in the left-hand corner of your area of interest and drag across the text or table. This selection will be automatically saved in the tag text box. | + | Create a box across the area you'd like to select for the tag. Click in the left-hand corner of your area of interest and drag across the text or table. This selection will be automatically saved in the tag text box. |
Selection / Area Annotation is best used on tables, figures, and images that are not amenable to exact text quotation. | Selection / Area Annotation is best used on tables, figures, and images that are not amenable to exact text quotation. | ||
+ | |||
+ | {{ : | ||
=== 4c. Manually type out in Tag text box: === | === 4c. Manually type out in Tag text box: === | ||
If you prefer to manually type the information from the text, you can do this by clicking your cursor in the tag text box and type what you'd like. | If you prefer to manually type the information from the text, you can do this by clicking your cursor in the tag text box and type what you'd like. | ||
- | |||
- | {{: | ||
Manual text entry should be used whenever you want to associate customized text rather than quotation from the underlying article. **Warning: | Manual text entry should be used whenever you want to associate customized text rather than quotation from the underlying article. **Warning: | ||
- | === Clear Annotations === | + | To select text manually (without highlight) select the right-most cursor icon (circled in below screenshot in blue). |
- | If you need to redo your tag text annotation, you can either simply redo the action (Highlighting, | + | === Clear Annotations === |
- | {{: | + | If you need to redo your tag text annotation, you can either simply redo the action (Highlighting, |
This will remove all tag text; next, choose the tag text type you would like to use, and redo the relevant Highlight, Selection, or Manual text entry. | This will remove all tag text; next, choose the tag text type you would like to use, and redo the relevant Highlight, Selection, or Manual text entry. | ||
+ | |||
+ | {{ : | ||
<WRAP center round info 60%> Q: Why not leave the annotation / tag text blank? | <WRAP center round info 60%> Q: Why not leave the annotation / tag text blank? | ||
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- | ==== 5. Click "Apply Tag" | + | === 5. Click "Apply Tag" === |
Once you have the content of interest into the tag text box, make sure that you have selected the relevant tag from the drop-down menu (red box). Once you have confirmed that both the Tag and the Tag Text Content are correct, click "Apply Tag." | Once you have the content of interest into the tag text box, make sure that you have selected the relevant tag from the drop-down menu (red box). Once you have confirmed that both the Tag and the Tag Text Content are correct, click "Apply Tag." | ||
- | {{:wiki:autolit: | + | {{ :undefined:screenshot_2023-12-06_at_21.48.46.png? |
- | **Note:** Anytime there is a module box with the adjustable icon, you can drag to adjust the width of the box depending on your preference. | + | ===== Add New Tags on the Fly ===== |
- | {{ : | + | If you encounter a single or multiple select question where the answer is not one of your pre-configured tags, you can either add it to your hierarchy on the Configure Tagging page, or add it 'on the fly' without leaving the page. |
- | ==== Tags with Table Contents ==== | + | To add a tag on the fly, type the title of your new tag answer into the " |
- | Similarly to tags with text contents, you select the dropdown to find the tag of choice. When selected, the table you created will be shown and you can input text into any of the rows. When you are satisfied, click "Apply Tag." | + | {{ : |
- | {{ :undefined:ta.png?nolink |}} | + | In the modal that appears, confirm the tag name, add a description (optional), and the parent tag will already be assigned. Once created, you will now be able to find the new Tag on the drop-down list. |
+ | |||
+ | Note: Only tags with text contents can be created on the fly. To toggle on table contents, edit the tag in Configure Tagging. | ||
+ | |||
+ | ===== Tags with Table Contents ===== | ||
+ | |||
+ | By default, all tags to be applied are accompanied by text contents unless table contents are configured. When these tags are encountered within the form, the table you created will be shown and you can input text into any of the rows. When you are satisfied, click "Apply Tag." | ||
+ | |||
+ | {{ :undefined:screenshot_2023-12-06_at_21.53.39.png?nolink |}} | ||
Highlighting pdfs does not automatically input the text into the box unlike tags with text contents only. However, it will remember any text highlighted or selected in the pdf and auto-scroll to it when the tag is selected again. | Highlighting pdfs does not automatically input the text into the box unlike tags with text contents only. However, it will remember any text highlighted or selected in the pdf and auto-scroll to it when the tag is selected again. | ||
Note: If you are entering numerical data into tables, no automated statistics are generated. This is only done in the Meta-Analytical Extraction module. | Note: If you are entering numerical data into tables, no automated statistics are generated. This is only done in the Meta-Analytical Extraction module. | ||
- | ==== Add New Tags on the Fly ==== | ||
- | When you find a term that you want to add to the Tag Hierarchy, you can either | + | To alter the columns in the table for this tag, either |
- | To add a tag on the fly, type the title of your new tag into the " | + | ===== Tagging Supplemental Materials ===== |
- | {{: | + | If the study you are tagging has supplemental materials in pdf format, you may also apply tags to these texts. The functionality is the same as tagging |
- | In the modal that appears, confirm the tag name, add a description (optional), and as relevant, identify the new tag's Parent | + | Note: Tag Recommendations are currently unavailable for supplemental pdfs. |
- | Note: Only tags with text contents can be created on the fly. To toggle on table contents, edit the tag in Configure | + | {{ :undefined: |
+ | |||
+ | ===== What Answering a Question does ===== | ||
+ | |||
+ | When a Question is finished (Applied or, for Multi-Select, | ||
+ | |||
+ | When all Questions are finished, you can either add tags using the Standard method (by opening | ||
+ | |||
+ | ===== Related Report Tags ===== | ||
+ | When you apply a tag to a record that has an associated related report (RR), the tag is also displayed on the related report but with a RR icon to differentiate the tag origin. Learn more about [[wiki: | ||