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wiki:autolit:utilities:inspector:bulk_actions [2023/06/07 19:49] jthurnham [Bulk Tagging:] |
wiki:autolit:utilities:inspector:bulk_actions [2023/12/06 15:25] (current) jthurnham [Bulk Document import:] |
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From the Bulk Actions Modal, you can: | From the Bulk Actions Modal, you can: | ||
- | - Update Screening Decisions, | + | - [[wiki: |
- | - Add or Remove Tags, | + | - [[wiki: |
- | - Update Module Status (Tagging, Extraction and/or Critical Appraisal) | + | - [[wiki: |
- | - Document Import via unpaywall or upload from your device, | + | - [[wiki: |
- | - Document Deletion, | + | - [[wiki: |
- | - Tag with Extracted Data Elements, | + | - [[wiki: |
- | - Update with Full-Text Review, | + | - [[wiki: |
- | - Sync Bibliographic Data, | + | - [[wiki: |
- | - Alter Study Allocation (Enterprise users only) | + | |
- | {{ :undefined:bulkactionssupdate.png?nolink |}} | + | Enterprise Users Only (listed below red line in screenshot): |
+ | - [[wiki: | ||
+ | - [[wiki: | ||
+ | |||
+ | {{ :undefined:bulkactions2023.png?nolink |}} | ||
==== Bulk Screening Status: ==== | ==== Bulk Screening Status: ==== | ||
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==== Bulk Module Status: ==== | ==== Bulk Module Status: ==== | ||
- | To change the status of studies with respect to Tagging | + | To change the status of studies with respect to Tagging, MA Extraction |
- | ==== Bulk Full Text import: ==== | + | ==== Bulk Document |
- | To import full text PDFs in bulk, select | + | To import full text PDFs in bulk, select |
=== Bulk Import from Unpaywall === | === Bulk Import from Unpaywall === | ||
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To Bulk Upload from your device and auto-match PDFs to records based on Title and DOI, select " | To Bulk Upload from your device and auto-match PDFs to records based on Title and DOI, select " | ||
- | {{:wiki:autolit: | + | {{ :undefined:ba3.png? |
- | Then, either click into the next field (labelled " | + | Then, either click into the next field (labelled " |
- | On the next page, select " | + | Decide how the uploaded documents |
- | The files will then be auto-matched against the records in your nest; if any PDFs fail to match, the modal will note how many PDFs did not match. | + | * **Via Auto-Extracted Data** - This refers to document-record matching that is completed automatically by the software based on Title and DOI within the PDF (without any need to match PDF names against records in the nest). |
+ | * **Via [[wiki: | ||
+ | * **Via External ID** - This refers to document-record matching using the record' | ||
+ | |||
+ | You can also check whether you would like to receive an email upon document import completion then hit Apply. | ||
+ | |||
+ | ==== Bulk Document Deletion ==== | ||
+ | |||
+ | If you wish to bulk delete Full Texts and/or Supplements associated with the filtered records you can do so using this option. Select Document Deletion and specify Document Type and hit Apply. | ||
==== Bulk Apply Tags from Data Elements ==== | ==== Bulk Apply Tags from Data Elements ==== | ||
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To execute this bulk action, filter to the studies that require updating, select "Sync Bibliographic Data" and click " | To execute this bulk action, filter to the studies that require updating, select "Sync Bibliographic Data" and click " | ||
+ | |||
+ | ===== Enterprise-Level Bulk Actions ===== | ||
+ | |||
+ | ==== Bulk Alter Study Allocation ==== | ||
+ | |||
+ | If you have Allocation toggled on in Settings, you can use this action to allocate specific modules in the filtered records to users of choice using this tool. | ||
+ | |||
+ | ==== Bulk Apply Smart Tag Recommendations ==== | ||
+ | |||
+ | If you have generated Smart Tag Recommendations in Settings, you can use this single action to apply all the tags that were recommended. |