wiki:autolit:tagging:tag
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wiki:autolit:tagging:tag [2023/12/06 21:58] jthurnham [Add New Tags on the Fly] |
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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| Whenever a Question has no relevant answers, select "Not Relevant" | Whenever a Question has no relevant answers, select "Not Relevant" | ||
| - | ==== Tag Recommendations ==== | + | ---- |
| + | |||
| + | ===== Tag Recommendations ===== | ||
| + | |||
| + | Tag Recommendations is a tool we offer to speed up the process of data extraction in your nest. The tool searches the study full text and highlights specific evidence within the text to help answer your questions. | ||
| + | |||
| + | **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// | ||
| - | Tag Recommendations | + | If a recommendation |
| - | Standard Tag Recommendations (available to all users) perform a key word search of the tag name (and any applicable child tags), while Smart Tag Recommendations (only available to enterprise users) utilize OpenAI GPT 3.5/4 to perform a smart search of the tag data. | + | {{ : |
| - | Standard tags are automatic, while Smart Tags can be switched on in Settings | + | Learn more about how [[wiki: |
| + | ]] | ||
| - | 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, auto-populate | + | Note: Smart Tag Recommendations is an enterprise-level feature only. If you wish to conduct |
| ---- | ---- | ||
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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." | ||
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| {{ : | {{ : | ||
| - | ==== Tags with Table Contents ==== | + | ===== 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." | 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." | ||
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| 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: | 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 ==== | + | ===== 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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| {{ : | {{ : | ||
| - | ==== What Answering a Question does ==== | + | ===== What Answering a Question does ===== |
| When a Question is finished (Applied or, for Multi-Select, | When a Question is finished (Applied or, for Multi-Select, | ||
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| 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 " | 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 " | ||
| - | ==== Tagging Supplemental Materials | + | ===== Related Report Tags ===== |
| - | If the study you are tagging | + | 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 |
| - | Note: Tag Recommendations are currently unavailable for supplemental pdfs. | ||
| - | |||
| - | {{ : | ||
| - | |||
| - | ==== 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 pre-populated. 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. | ||
wiki/autolit/tagging/tag.1701899922.txt.gz · Last modified: 2023/12/06 21:58 by jthurnham
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