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wiki:autolit:utilities:inspector:bulk_actions [2023/06/07 19:50] jthurnham [Bulk Module Status:] |
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, Extraction and/or Critical Appraisal, select Update Module Status in the Bulk Actions Modal. Select either Tagging, Extraction, or Critical Appraisal, and change the status to either Complete or Incomplete. This will not alter the tags on any study or the data extracted on any study, but will instead change whether these studies are presented in the relevant sequential queue. | + | To change the status of studies with respect to Tagging, |
- | ==== 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. |