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wiki:autolit:utilities:inspector

Study Inspector

The Study Inspector is a search, filter, and edit page for all studies in your nest. From Study Inspector, you can perform any action (Screen, Tag, Extract, or Risk of Bias analysis) on individual references, and also edit any study's bibliographic information. You can also use Bulk Actions, export RIS Files and full texts, and use our Exploration tools on studies in the nest.

Finding and Filtering in Study Inspector:

Inspector filters are a way to sort and search all studies within a nest by a given attribute, action performed or position within the workflow. They can be used in tandem with bulk actions to assign an action to a specific group of studies such as bulk exclusion of studies or reviewing metadata of a certain subset of studies.

From the Nest menu, click on “Study Inspector.” There are three links, each of which take you to the same Study Inspector page. These pages differ based on the configuration of the Study Modal: for instance, if you click Study Inspector under Screening ( first red arrow ), the modal will automatically be preset to the Screening module, and the same is true for Tagging and Extraction.

the Study Inspector module


2. Filter the Study Inspector

Click on “Add Filter” or begin typing what you would like to filter by. You can filter by TIAB (Title and Abstract text), author, date, status (such as Screening Status, which filters to included, excluded, or unscreened), or tag. The “Add Filter” drop-down ( red circle ) enables you to construct your own filter; if you simply start typing in the text box to the right ( red box ), the page will predict the filter you would like to construct, and you can select based on the options presented. You can multiple filters, which are layered on top of each other (e.g. filtering to “Screening Status: Included” and “Title/Abstract: Randomized” will filter to all included articles with the word “randomized” in the title or abstract). Filtering the Study Inspector also enables you to use Bulk Actions on the studies to which you have filtered. For a detailed list of the types of filters available, check out the Study Inspector Filter's page.

3. Saving and Viewing Filter Sets

Unless saved, filter sets (combinations of filters) are reset when you leave the Study Inspector page. To save a filter set, apply the filters of interest and then click “Save” ( red circle ). This will open a modal in which you can name the filter set. Once you name the filter set and click “Save” within the modal, the filter set will be saved to that specific Nest–meaning that any user who accesses Study Inspector on the Nest will be able to see this filter.

To view filter sets, click “Filter Sets”, which will open a sidebar on the right of the page with a list of all sets saved to the Nest in question (black circles).


Completing Actions in Inspector

1. Opening the Study Modal

Once you have filtered to the list of studies of interest, you can screen, tag, or extract by clicking on the study in question; this opens the Study Modal. The modal opens to the module that was selected as the preset; so, if you opened the Screening Study Inspector, for instance, you will be able to screen the study in question.

2. Completing Actions

The modal enables you to Screen, Tag, and Extract the study that you have opened. In the modal, the actions are completed in the same way they are completed in the sequential screen/tag/extract modes. Here, you can see a study that is opened to the Screening module; the screening actions ( red square ) indicates that this study has been included. Once you complete an action, you can click the arrow keys to the left and right of the modal ( red circles ) to move up and down the list of studies available in Study Inspector.

You can unscreen a single study by going to Study Inspector and then opening the screening tab in the Study Modal. If you click on the “i” icon next to the screening decision, you can “unscreen” that study to put it back in the screening queue to review later.

3. Toggling Modules

To switch between modules, toggle the buttons in the upper right of the modal ( red circle ). Regardless of how you opened Study Inspector, you can Screen, Tag, and/or Extract within the modal. Note: If the Nest is in Dual Screening mode, you will have a fourth option of Adjudication shown as a toggling option (black circle) if you have Admin privileges; this page is not available to users.

 Toggle Modules in Study Inspector

Warning: If the Nest is in Dual Screening mode, changes made in the Screening module will not alter the final/adjudicated Screening Status of the study. Instead, the change will queue another user screening decision to be adjudicated. To alter final/adjudicated Screening Status from the Study Modal, an Admin must use the Adjudication module to select a finalized option.

4. Bulk Actions

All actions completed through the modal are on a study-by-study basis. You can also complete Bulk Actions on studies; for instructions, see here.

5. RIS Export

To export RIS Files containing the metadata of studies listed in Inspector, see instructions here.

6. PDF Export

To export the full text PDFs for studies listed in Inspector, see instructions here.

7. Edit Bibliographic Information

To edit the bibliographic information associated with a study, find it in Inspector. In the Abstract view, select the “Edit” button next to the Bibliographic Fields. In the modal that pops up, edit any of the Bibliographic Fields.

8. Explore from Inspector

If you have questions about the contents across your included records, you can use Search Exploration from Inspector, where the RoboPICO, Topic Modeling, and Keyword frequency can be applied to any subset of studies from your nest.

wiki/autolit/utilities/inspector.txt · Last modified: 2022/07/03 16:03 by nicole_hardy_alumni.brown.edu