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--- wiki:autolit:utilities:inspector:bulk_actions [2023/06/07 20:15]
jthurnham [3. Execute Bulk Actions]
+++ wiki:autolit:utilities:inspector:bulk_actions [2023/12/06 15:25] (current)
jthurnham [Bulk Document import:]
@@ Line 18: / Line 18: @@
   - [[wiki:autolit:utilities:inspector:bulk_actions#bulk_screening_status|Update Screening Decisions]],
   - [[wiki:autolit:utilities:inspector:bulk_actions#bulk_tagging|Add or Remove Tags]],
-  - [[wiki:autolit:utilities:inspector:bulk_actions#bulk_module_status|Update Module Status (Tagging, Extraction and/or Critical Appraisal)]]
+  - [[wiki:autolit:utilities:inspector:bulk_actions#bulk_module_status|Update Module Status (Tagging, MA Extraction and/or Critical Appraisal)]]
   - [[wiki:autolit:utilities:inspector:bulk_actions#bulk_document_import|Document Import]] via unpaywall or upload from your device,
   - [[wiki:autolit:utilities:inspector:bulk_actions#bulk_document_deletion|Document Deletion]],
@@ Line 24: / Line 24: @@
   - [[wiki:autolit:utilities:inspector:bulk_actions#bulk_apply_tags_full-text_review_status|Update with Full-Text Review]],
   - [[wiki:autolit:utilities:inspector:bulk_actions#bulk_sync_bibliographic_data|Sync Bibliographic Data]],
-  - [[wiki:autolit:utilities:inspector:bulk_actions#bulk_alter_study_allocation|Alter Study Allocation (Enterprise users only)]]
-{{ :undefined:bulkactionssupdate.png?nolink |}}
+Enterprise Users Only (listed below red line in screenshot):
+  - [[wiki:autolit:utilities:inspector:bulk_actions#bulk_alter_study_allocation|Alter Study Allocation]]
+  - [[wiki:autolit:utilities:inspector:bulk_actions#bulk_apply_smart_tag_recommendations| Apply Smart Tag Recommendations]]
+{{ :undefined:bulkactions2023.png?nolink |}}
 ==== Bulk Screening Status: ====
@@ Line 43: / Line 46: @@
 ==== 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, MA Extraction and/or Critical Appraisal, select Update Module Status in the Bulk Actions Modal. Select either Tagging, MA 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.
 ==== Bulk Document import: ====
-To import full text PDFs in bulk, select Document Import in the Bulk Actions Modal. You will have two options: Import from Unpaywall (for Open Access articles) or Upload from your Device (for full texts or supplements you have downloaded).
+To import full text PDFs in bulk, select Document Import in the Bulk Actions Modal. You will have two options: Import from Unpaywall (for Open Access articles) or Upload from your Device (for full texts or supplements you have downloaded). Please note: we do not offer bulk import directly from Article Galaxy.
 === Bulk Import from Unpaywall ===
@@ Line 67: / Line 70: @@
 Decide how the uploaded documents are matched:
-  * Via Auto-Extracted Data - This refers to document-record matching that occurs using Title and DOI
+  * **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 Ref ID - This refers to document-record matching that occurs using the record's Ref ID. Ref ID is the number assigned to a record based on when they were imported into the nest. e.g. Ref ID = 1 would be the first record in the nest, 2 would be the second, and so on.
+  * **Via [[wiki:autolit:search:refids|Ref ID]]** - This refers to document-record matching that occurs using the record's Ref ID. Ref ID is the number assigned to a record based on when they were imported into the nest. e.g. Ref ID = 1 would be the first record in the nest, 2 would be the second, and so on. If you upload via Ref ID, **the PDFs you upload MUST have Ref IDs in their file names that match the records they should be attached to.**
+  * **Via External ID** - This refers to document-record matching using the record's external ID. This is externally assigned, and for successful import each document must contain only the number as the identifier.
-You can also check whether you would like to receive an email upon document import completion, since bulk actions like may take some time! Then hit Apply. 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.
+You can also check whether you would like to receive an email upon document import completion then hit Apply. The files will then be auto-matched against the records in your nest; if any PDFs fail to match, the email will note how many and which PDFs did not match.
 ==== Bulk Document Deletion ====
@@ Line 96: / Line 100: @@
 To execute this bulk action, filter to the studies that require updating, select "Sync Bibliographic Data" and click "Apply."
+===== Enterprise-Level Bulk Actions =====
 ==== Bulk Alter Study Allocation ====
-For Enterprise Users only.
+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 ====
-You can change what modules and records are allocated to which users using this tool.
+If you have generated Smart Tag Recommendations in Settings, you can use this single action to apply all the tags that were recommended.

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