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--- wiki:autolit:utilities:inspector [2023/05/25 21:53]
jthurnham [5. Marking Modules Complete/Incomplete for Individual Records]
+++ wiki:autolit:utilities:inspector [2024/02/14 12:22] (current)
jthurnham [Adjusting the Columns in Inspector]
@@ Line 11: / Line 11: @@
 From the Nest menu, click on "Study Inspector."
-{{:wiki:autolit:utilities:img179.png?nolink&  }}
+{{ :undefined:si23.png?nolink |}}
 ==== 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 ( <font inherit/inherit;;#c0392b;;inherit>red circle</font>  ) enables you to construct your own filter; if you simply start typing in the text box to the right ( <font inherit/inherit;;#c0392b;;inherit>red box</font>  ), the page will predict the filter you would like to construct, and you can select based on the options presented.
+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 enables you to construct your own filter; if you simply start typing in the text box to the right ( <font inherit/inherit;;#c0392b;;inherit>red box</font>  ), the page will predict the filter you would like to construct, and you can select based on the options presented.
 You can use 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 [[wiki:autolit:utilities:inspector:bulk_actions|Bulk Actions]] on the studies to which you have filtered. For a detailed list of the types of filters available, check out the [[:wiki:autolit:utilities:inspector:filters|Study Inspector Filters page]].
-{{:wiki:autolit:utilities:filter_and_smart_filter.png}}
+{{ :undefined:filterinspect.png?nolink |}}
 ----
@@ Line 26: / Line 26: @@
 ===== Adjusting the Columns in Inspector =====
-You can select the columns that you want to view in Inspector by clicking on the three dots to the far right of the Inspector header row.
+You can select the columns that you want to view in Inspector by clicking on the three dots to the far right of the Inspector header row. Any columns you select will be added to the Inspector view and, if you wish to Download data, these columns are alsoadded to the spreadsheet.
 Click on any of the following to add them as columns in Inspector:
   * Title
   * Author
@@ Line 34: / Line 35: @@
   * Publication Year
   * Journal
-  * Time of Retrieval
+  * Volume
+  * Issue
+  * Pages
+  * Publication Type (if available in the bibliographic data)
+  * Time of Retrieval: This refers to the date the record was imported into the nest.
   * Final Screening Status
-  * //If a Dual Mode is turned on,// Your Screening Status
+  * //If Dual mode is turned on you will see the following filters://
-  * Tagging - module status
+      * **Your Screening Status:** This refers to the screening decision you made for the record
-  * Extraction - module status
+      * **Screening Adjudicated By:** The user's name that adjudicated the record is displayed
-  * Critical Appraisal - module status
+      * **Reviewer Screened By:** The users' names that reviewed the record are displayed
-  * Inclusion Probability
+  * //If Dual Two Pass mode is turned on, you will see the following filters://
-  * Tags - list of tags applied
+      * **Your Full Text Screening Status:** This refers to the FT screening decision you made for the record
+      * **Abstract Screening Status:** This refers to the final abstract screening decision made for the record
+      * **Your Abstract Screening Status:** This refers to the abstract screening decision you made for the record
+      * **FT Screening Adjudicated By:** The user's name that adjudicated the record after FT screening is displayed
+      * **Reviewer FT Screened By:** The users' names that reviewed the record at the FT level are displayed
+      * **AB Screening Adjudicated By:** The user's name that adjudicated the record after Abstract screening is displayed
+      * **Reviewer AB Screened By:** The users' names that reviewed the record at the abstract level are displayed
+  * Tagging: This refers to Complete or Incomplete module status
+  * Extraction: This refers to Complete or Incomplete module status
+  * Critical Appraisal: This refers to Complete or Incomplete module status
+  * Inclusion Probability: If turned on, this refers to the calculated inclusion probability for the record
+  * Tags: Alist of tags applied
   * DOI
   * PubMed ID
   * Embase ID
   * External ID
-  * Full Text Status
+  * NCT ID
+  * Ref ID: This refers to the number in which the record was imported into the nest (where 1 was the first)
+  * Full Text Status: This refers to if and how the Full Text was uploaded
+  * Author List
+  * Full Citation [[https://guides.med.ucf.edu/jama|(JAMA format)]]
+  * Related Report Family: If the record is part of a related report family, the name will be displayed
 Click on any column that has a check mark next to it (indicating it is a current column) to remove it. Make sure to avoid adding too many columns to limit crowding!
-===== Bulk Actions =====
-Bulk Actions allow you to complete certain steps (changing screening status, uploading full texts, editing module status, etc.) on studies; for instructions, see [[:wiki:autolit:utilities:inspector:bulk_actions|here]].
+===== Quick Guide: Download and Bulk Actions =====
+Inspector is the location for two very important activities: Downloading/exporting and completing Bulk Actions.
+==== Download from Inspector ====
+Download enables you to download content from your nest--either for all studies, or for a specific set of studies you filter to. For full instructions, see [[wiki:autolit:utilities:inspector:download|here]].
+Quick Guide:
+  * First, apply all filters to determine which records will be exported.
+  * Then, make sure that you have the Columns in Inspector you want exported. The Inspector columns will all be exported into any CSV output!
+  * Only once filters and columns are ready, **Click Download** in the upper right.
+  * Select the content that you want exported (e.g. to get metadata, click Studies. to get tags, click Tags).
+  * If relevant, provide any other details (e.g. if you want a RIS file for Studies instead of a CSV, or whether you want Tables to export for Tags).
+  * Click "Download" within the modal. Your file should appear in your local Downloads!
+==== Bulk Actions ====
+Bulk Actions allow you to complete certain steps (changing screening status, uploading full texts, editing module status, etc.) on studies; for full instructions, see [[:wiki:autolit:utilities:inspector:bulk_actions|here]].
 {{:wiki:autolit:utilities:img182.png?nolink&  }}
-===== Download from Inspector =====
+Quick Guide:
+  * First, **apply all filters that narrow in on the studies you want to complete an action on!** If you 'bulk act' before filtering, you will execute the action on a wider range of studies than intended.
+  * Then, click Bulk Actions in the upper right.
+  * Select your Bulk Action of interest -- e.g., if you want to bulk-alter Screening Decisions, select "Update Screening".
+  * If Updating Screening, Tags, Module Status, or importing Full Texts, follow the instructions in the modal. For example, if altering a Screening Decision, you may need to select "Full Text Screening" and "Final Decisions" if you are in Dual, Two-pass mode.
+  * Complete the bulk action and wait for the job to complete. Optionally, you can click out of the progress modal; the job will continue in the background.
-Download enables you to download content from your nest--either for all studies, or for a specific set of studies you filter to. For instructions, see [[wiki:autolit:utilities:inspector:download|here]].
 ----
@@ Line 69: / Line 112: @@
 ==== 2. Completing Actions ====
-The modal enables you to [[:wiki:autolit:screening|Screen]], [[:wiki:autolit:tagging|Tag]], and [[:wiki:autolit:extraction|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 ( <font inherit/inherit;;#c0392b;;inherit>red square</font>  ) 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 ( <font inherit/inherit;;#c0392b;;inherit>red circles</font>  ) to move up and down the list of studies available in Study Inspector.
+The modal enables you to [[:wiki:autolit:screening|Screen]], [[:wiki:autolit:tagging|Tag]], and [[:wiki:autolit:meta_analytical_extraction|MA 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 ( <font inherit/inherit;;#c0392b;;inherit>red square</font>  ) 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 ( <font inherit/inherit;;#c0392b;;inherit>red circles</font>  ) to move up and down the list of studies available in Study Inspector.
 {{:wiki:autolit:utilities:study_modal.png}}
@@ Line 94: / Line 137: @@
 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.
+==== 7. Using Nested Knowledge's Reference ID (Ref ID) ====
+Nested Knowledge automatically generates a Ref ID for every record that can be used for filtering, bulk actions, and allocation. See details [[wiki:autolit:search:refids|here]].
 ===== Explore from Inspector =====

Nested Knowledge

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