Single reference management

TABLE OF CONTENTS  


To open Reference details, double-click on the selected reference in the Reference list panel .

You have access to PDFs (if uploaded), bibliographic data, current status of the reference, comments, extracted data (when they are ready), and full history for this record. 


In this view you can:

- Verify and edit reference details

- Change screening decision

- Edit structured comments 

- Modify extracted data

- Upload PDF files



In the 
Comment tab you can provide information that will be visible for Researchers in next stages. List of all the changes is available in the History tab.



Editing structured comment

To add or remove structured comments in Reference detail view, select  Screening tab and click ‘Edit’. 


'Screening' tab in the Reference details panel.

In the Edit mode you can add a new structure comment or remove existing one.

The 'Screening' section of the 'Reference Details' view with Edit mode enabled and the ability to modify the structured comments.



Restriction: In this panel you will only see tags from records with two decisions (in the case of double screening). It is not possible to modify structured comments while researchers are working on a record. This means that this action is only available at the end of a phase, before the next phase is distributed, if applicable. It is also not possible to modify structured comments when a record is in conflict



Editing bibliographical data

To change bibliographical data, please choose 'Biblio. data' tab and click ‘Modify’. 

Once all corrections have been made, save the changes.


Note that, at the moment, changes made in the bibliographical data in Laser AI can’t be exported out of the tool. We are working on it.


The 'Bibliographic data' section of the Reference details view with 'Modify' button highlighted.


Mode for editing bibliographic data in the Bibliographic Data section of the Reference Details view.



Overwriting decision

In reference detail view, you can change or add to the decisions made by researchers during the screening stages (e.g.  more reasons for inclusion in the full-text screening stage). To change the decision, select the 'Screening tab' and click 'Edit'. In Edit mode select the inclusion or exclusion reason at that stage. You can only overwrite decisions after a completed stage. If the record is included in a Title and abstract screening stage and distributed in the Full-text screening stage or Data extraction stage, it's impossible to change the decision for the Title and abstract stage.

'Screening' tab in the Reference details panel. The 'Screening' section of the 'Reference Details' view with the 'Overwrite decision' option enabled.



Adding comments in Reference details view

To add or remove comments in Reference detail view, select the Screening tab and click ‘Edit’. In Edit mode add new comment or remove existing one.  Save changes to confirm your selection.

Note:  this action is not available when researchers are currently working on a record - this action can be taken at the end of a stage, before distribution in the next stage, if applicable.


'Screening' tab in the Reference details panel. The 'Screening' section of the 'Reference Details' view with Edit mode enabled and the ability to modify comments.



History of reference changes

If you want to check the history of changes for particular records, select 'History' in the Reference detail view. You can verify the date of making a decision, add comments, structured comments, and all updates.

The 'History' section of the 'Reference Details' view.



RELATED ARTICLES


1. Modification of extracted data in the Reference list

2. Upload PDF files

3. Permisssion model  



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