Where to Import #
Import can be found under Settings.
- For Screening, see the “Import” section under Screening – select “Begin” under “Upload Data”
- For Tagging, see the “Import” section under Tagging – select “Begin” under “Upload Data”
You cannot import Screening and Tagging in a single sheet; all Import must be completed with only one module (Screening or Tagging) at a time.
Warning: New records CANNOT be added to the nest via Import; you can only adjust the Screening and Tagging of existing records in the nest. To import new records to the nest, see Import Records.Edit
Import Screening Decisions #
To import Screening Decisions, you will need to bring an Excel sheet or CSV formatted exactly as outlined below; you can use our template to ensure the formatting is correct.
Once you have selected “Begin,” a modal will open showing the ability to download the template, upload an Excel or CSV, and adjust settings:Edit
Format and Template #
You can download the template from the Import Modal:
The titles of your sheet must have the following exact column names:
- DOI
- Title
- PubMed Id
- Ref Id (if applicable)
- External Id
- Exclusion Reason
- [Optional] Full Text Review
You must provide, in those columns:
- At least one bibliographic item (DOI, Title, or PubMed Id)
- For all Included records, a blank cell in the Exclusion Reason column
- For all Excluded records, the exact Exclusion Reason
- For all records that underwent Full Text Review, the text “TRUE” in the Full Text Review cell.
See below for a correctly-filled-out example sheet (if using Ref ID, this would be an additional column):
In this sheet, the third record would be Included (with full text review) while the other three would have Exclusion Reasons added matching the text in that column.Edit
Settings: Allow Exclusion Reason Creation #
The first setting (first red arrow above) determines whether the nest should automatically create new Exclusion Reasons based on the imported sheet.
If there is an Exclusion Reason listed in the sheet that is not already configured in the nest, leaving this setting toggled “on” will automatically create any missing reasons.
If you would prefer that no new Exclusion Reasons be created in your nest, toggle this setting off.
If there are any Exclusion Reasons that do not exactly match Exclusion Reasons in the nest, the import of records with those non-matching Reasons will fail import and a list of records that failed Screening import will be displayed to you.Edit
Settings: Allow overwrite #
The second setting (second red arrow above) determines whether the decisions in your import should override decisions already present in the nest. That is, if you want any existing Exclusion Reason to be replaced by the imported decisions, leave this setting toggled “on.”
If you would prefer that existing decisions be left (and not overwritten), toggle this setting off. If toggled off, no overwriting will be completed over existing decisions.
Be careful about this action, because no report will be returned regarding overwriting of records!Edit
Import Screening Decisions #
Once you have ensured that your import sheet is the proper format, upload your sheet by drag-and-drop or by selecting the Upload button.
When complete, check your nest for the Screening Decisions you uploaded and to ensure that they were altered as you had planned.Edit
