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--- wiki:autolit:utilities:inspector:filters [2023/03/22 22:53]
kevinkallmes
+++ wiki:autolit:utilities:inspector:filters [2024/02/14 12:21] (current)
jthurnham [Bibliographic Filters:]
@@ Line 6: / Line 6: @@
   * Title/abstract: You can do a TI/AB text search across all studies regardless of full text upload status.
-  * **Full text search:** You can search for key phrases in all of the full texts uploaded in the nest.
+  * Full text search: You can search for key phrases in all of the full texts uploaded in the nest.
   * Authors: You can filter based on the **first author's name only**!
   * Author Affiliation: You can filter based on author affiliation.
-  * **Publication date:**  You can filter to a set of studies published before or after a certain date.
+  * Publication date:  You can filter to a set of studies published before or after a certain date.
   * DOI: You can filter to a specific DOI
   * PubMed ID: You can filter to a specific PubMed ID
@@ Line 15: / Line 15: @@
   * Embase ID: If your import comes from Embase, you can filter by the ID assigned to it by the index.
   * NCT Number: For ClinicalTrials.gov records or publications that report NCT Number in the bibliographic data, you can filter to find studies with the NCT number of interest.
+  * [[wiki:autolit:search:refids|Ref ID:]] This is the number assigned to the record based on the order it was uploaded to the nest. For example Ref ID = 1 would be the first study uploaded, 2 would be the second, and so on. You can filter to find a specific Ref ID or a range of IDs. Note, if records are deleted, original Ref IDs do not change.
   * External ID: You can filter to an external ID that can be configured when [[:wiki:autolit:utilities:inspector#edit_bibliographic_information|editing bibliographic data]].
-  * Language: You can filter to English or non-English studies.
   * Journal: You can type of the name of the journal
+  * Language: You can filter to English or non-English studies.
+  * Keyword: You can filter by the Bibliographic Keywords attached as metadata to the record.
+  * Publication Type: If available in the bibliographic data, you can filter to publication type assigned.
+  * Bibliographic Status: You can filter to a specific bibliographic field and view records where that field is empty or not empty.
@@ Line 29: / Line 34: @@
 ===== Workflow:  =====
-  * Inclusion probability: You can filter studies to be between a specific inclusion probabilty range.
+  * //If Dual mode is turned on, you will see the following filters://
+     * Reviewer Screening: You can filter to a specific reviewer-level screening decision made by an individual user, including Robot Screener.
+     * Screening Adjudicated By: You can filter to a specific adjudicated screening decision made by an individual user.
+     * Screening Agreement: You can filter to records depending on the reviewer's final agreement decisions. Options include: Disagree, Include/Include, Exclude/Exclude
+  * //If Dual Two Pass mode is turned on, you will see the following filters://
+     * Reviewer AB Screening: You can filter to a specific reviewer-level abstract screening decision made by an individual user, including Robot Screener.
+     * Reviewer FT Screening: You can filter to a specific reviewer-level full text screening decision made by an individual user.
+     * Abstract Screening: You can filter by final screening status at the abstract screening level.
+     * AB Screening Adjudicated By: You can filter to a specific adjudicated abstract screening decision made by an individual user.
+     * FT Screening Adjudicated By: You can filter to a specific adjudicated full text/final screening decision made by an individual user.
+     * AB Screening Agreement: You can filter to records depending on the reviewer's abstract-level agreement decisions. Options include: Disagree, Advance/Advance, Exclude/Exclude
+     * FT Screening Agreement: You can filter to records depending on the reviewer's final agreement decisions. Options include: Disagree, Include/Include, Exclude/Exclude
+  * Final Screening: You can filter by full text/final screening status to find studies that were included, excluded for any reason, or excluded under a specific reason.
+  * Module status: You can filter to studies that have incomplete or complete tagging, MA extraction or critical appraisal modules.
+  * Full text status: You can filter to studies that had a PDF uploaded. This is different from full text review!
   * Full text review: You can filter studies that had their full text reviewed as evidenced by the "Full Text Review" box being checked in screening.
-  * **Full text upload: **You can filter to studies that had a PDF uploaded. This is different from full text review!
+  * Inclusion probability: You can filter studies to be between a specific inclusion probability range.
-  * Module status: You can filter to studies that have incomplete or complete tagging, extraction or ROB modules.
+  * Reviewer Count: Again, if you are in Dual modes, you can use this filter to view records that have been reviewed in specific modules by a specific number of reviewers.
-  * **Final Screening Status:**You can filter to studies that were included, excluded for any reason, or excluded under a specific reason.
-===== Search:  =====
+===== Gathered:  =====
+  * Tag: You can filter to studies that have a specific tag (or any sub-tags underneath it) tagged.
+  * Tag Contents: You can filter to studies based on the text in the Contents attached to any tag on any study in the nest. This includes text in table contents too!
+  * Boolean tag query: You can filter to studies that have a certain set of tags as specified by a boolean query.
+  * Critical Appraisal: You can filter to studies that have a certain level of risk.
+  * Data Element: You can filter to studies that have data extracted for a particular data element.
+  * Intervention: You can filter to studies that have specific interventions
+  * Comments: You can search comments to retrieve studies with matches.
+===== Search: =====
-  * Time of retrieval: You can filter to studies that were retrieved either before or after a specific date.
   * Literature search: You can filter to studies that were found in specific database searches or were expert additions.
+  * Related Report Family: You can filter to reports of the same study, which are grouped under a Primary and given a Related Report Family name (or, by default, the Primary report's first author's last name and year will be used).
+  * Time of retrieval: You can filter to studies that were retrieved either before or after a specific date.
-===== Gathered:  =====
+===== Gathered: =====
   * Comments: You can search comments to retrieve studies with matches.
@@ Line 45: / Line 76: @@
   * **Data Element: **You can filter to studies that have data extracted for a particular data element.
   * Risk of Bias: You can filter to studies that have a certain level of risk of bias.
-  * **Boolean tag query:** You can filter to studies that have a certain set of tags as specified by a boolean query.
+  * **Boolean tag query:**  You can filter to studies that have a certain set of tags as specified by a boolean query.
   * **Tag: **You can filter to studies that have a specific tag (or any sub-tags underneath it) tagged.
-  * **Tag Contents:** You can filter to studies based on the text in the Contents attached to any tag on any study in the nest.
+  * **Tag Contents:**  You can filter to studies based on the text in the Contents attached to any tag on any study in the nest.
+===== Allocation:  =====
+Note: This feature is only available to Enterprise subscribers.
+  * Allocated To: You can filter to specific modules that are allocated to a specific user in the nest.
+  * Allocated Count: You can filter to a specific number of records allocated in each module.

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