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wiki:autolit:tagging:tag [2023/12/06 20:48] jthurnham |
wiki:autolit:tagging:tag [2024/05/15 18:47] (current) jthurnham [Add New Tags on the Fly] |
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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 [[: | ||
- | If you are in Standard Tagging mode, see [[wiki: | + | **If you are in Standard Tagging mode, see [[wiki: |
+ | ** | ||
===== Steps for Tagging in Form-based Mode: ===== | ===== Steps for Tagging in Form-based Mode: ===== | ||
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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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+ | {{ : | ||
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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 both individually and in bulk [[: | ||
+ | {{ : | ||
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==== 3. Answering Questions ==== | ==== 3. Answering Questions ==== | ||
- | Form-based tagging is designed to show the questions you configured side-by-side with the Full Text for ease of data extraction. | + | 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**, |
- | + | ||
- | Questions will be available for answer in the right panel (red box); the Question under review has a **light blue background**, | + | |
All tags can still be added to the study using Standard Tagging by expanding the Tagging panel (red arrow). | All tags can still be added to the study using Standard Tagging by expanding the Tagging panel (red arrow). | ||
- | 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). This is especially helpful if you have a large tag hierarchy and therefore, a single, long form of questions. | + | 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. |
{{ : | {{ : | ||
- | |||
- | However, if you prefer a single form you can change this in Settings: | ||
- | |||
- | {{ : | ||
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. | 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. | ||
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{{ : | {{ : | ||
+ | However, if you prefer a single form you can change this in Settings: | ||
+ | |||
+ | {{ : | ||
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: | 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: | ||
+ | |||
+ | ---- | ||
==== Question Type-specific Answers ==== | ==== Question Type-specific Answers ==== | ||
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* **Single Select: | * **Single Select: | ||
- | {{:wiki:autolit: | + | {{ :undefined:screenshot_2023-12-06_at_21.39.13.png? |
* **Multi-Select: | * **Multi-Select: | ||
- | {{:wiki:autolit: | + | {{ :undefined:screenshot_2023-12-06_at_21.39.47.png? |
* **Single Apply: | * **Single Apply: | ||
- | {{:wiki:autolit: | + | {{ :undefined:screenshot_2023-12-06_at_21.40.17.png? |
Whenever a Question has no relevant answers, select "Not Relevant" | Whenever a Question has no relevant answers, select "Not Relevant" | ||
+ | ---- | ||
- | ==== What Answering a Question does ==== | + | ===== Tag Recommendations ===== |
- | When a Question is finished (Applied or, for Multi-Select, | + | Tag Recommendations is a tool we offer to speed up the process |
- | When all Questions are finished, you can either add tags using the Standard method | + | **Standard Tag Recommendations** are available to all users and perform an automatic key word search of the tag name (and any applicable child tags) |
+ | ==== Smart Tag Recommendations ==== | ||
+ | //Smart Tag Recommendations// | ||
- | ==== Question Search | + | If a recommendation is available for the selected question, it will be displayed. When clicked on, it will auto-scroll to the excerpt within the full text and auto-populate in the tag text box to be applied or removed. This tool can be utilized to assist in your systematic evidence collection, and guide targeted reviews as any evidence the AI finds can be applied as a bulk action. |
- | You can search for a specific tag and its associated question anytime using the search bar and dropdown. Clicking on your desired option will take you directly to that question. | + | {{ : |
- | {{ :undefined:q.png? | + | Learn more about how [[wiki:autolit:tagging: |
+ | ]] | ||
- | Once you begin answering questions, the status of these answers will be displayed next to tags in this same dropdown. | + | 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 [[mailto: sales@nested-knowledge.com|contact us]] and we'll set that up. |
- | Answer Status Key: | + | ---- |
- | * No Circle | + | ==== 4. Add an Annotation ==== |
- | * Hollow Circle | + | |
- | * Filled Circle | + | |
- | In the below example, Publication Type was deemed not relevant, Number of patients using device was answered | + | To associate text content |
- | {{ :undefined:q3.png?nolink |}} | + | * **Highlighting (Text Annotation):** A traceable, exact quote from the text of the article. |
+ | * **Selection (Area Annotation): | ||
+ | * **Manual entry (No Annotation):** A non-traceable excerpt (that is, an excerpt that is not connected to a specific part of the article) that you type into the Tag Text box. | ||
- | ==== Tagging Supplemental Materials ==== | + | === 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. | ||
+ | |||
+ | Click and drag over the text you would like to Highlight. Highlighting will extract an exact text excerpt that is shown in light blue, and the text will be automatically populated to the Tag Text box. | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | === 4b. Use the Select Tool: === | ||
+ | |||
+ | 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. 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. | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | === 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. | ||
+ | |||
+ | Manual text entry should be used whenever you want to associate customized text rather than quotation from the underlying article. **Warning: | ||
+ | |||
+ | To select text manually (without highlight) select the right-most cursor icon (circled in below screenshot in blue). | ||
+ | |||
+ | === 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. | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | <WRAP center round info 60%> Q: Why not leave the annotation / tag text blank? | ||
+ | |||
+ | A: It is possible to apply tags without filling in the tag text. However, doing so will mean that the only evidence that the tag is applicable to that specific study will be the fact that it was applied, and those who view your Qualitative Synthesis will have no context. If you fill in text content, you provide specific evidence of that tag's applicability as well as presenting the specific information from that study to viewers of Qualitative Synthesis. </ | ||
+ | |||
+ | |||
+ | === 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." | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | ===== 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. | ||
+ | |||
+ | To add a tag on the fly, type the title of your new tag answer into the " | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | 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." | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | 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. | ||
+ | |||
+ | To alter the columns in the table for this tag, either click on the column header in the Tagging module itself, or head back to Configure Tagging. [[wiki: | ||
+ | |||
+ | ===== 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 full texts: automatic copy of text to clipboard and text box, text highlighting and area selection allowing immediate direction to the excerpt when the tag is selected etc. | 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 full texts: automatic copy of text to clipboard and text box, text highlighting and area selection allowing immediate direction to the excerpt when the tag is selected etc. | ||
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Note: Tag Recommendations are currently unavailable for supplemental pdfs. | Note: Tag Recommendations are currently unavailable for supplemental pdfs. | ||
- | {{ : | + | {{ : |
+ | |||
+ | ===== 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 the Tagging panel), or you can move to the next study by selecting " | ||
+ | |||
+ | ===== 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: | ||