How to perform Full text screening

TABLE OF CONTENTS  

General information


During Full-text screening, you are responsible for deciding which records to include and which to exclude.

  • Use the 'I1-In' inclusion buttons (in the Inclusion section) when a record meets the inclusion criteria specified in your screening instruction. You can add more than one inclusion button.

  • Conversely, use the one 'E1-En' exclusion button (in the Exclusion section) to exclude references. You can choose one exclusion reason. 

  • To confirm, click the Include or Exclude button at the bottom of the decision panel.


Tips: You can use keyboard shortcuts to screen your records faster - to Save decision and go to the next reference, click Ctrl + Enter 


In some cases, more than one PDF file may be uploaded (e.g. supplements) for a single reference. You can access these materials by clicking on the "Next PDF" button.

Focus mode view of full-text screening with a PDF in the centre and a decision panel on the right



Adding and modifying comments

During the screening process,  you can add comments, which may be useful for expressing uncertainty or for further discussion when reconciling disagreements.

To add a comment, start typing in the ‘Comment' box. The comment will be saved automatically. 

If you want to edit your comment or add something else, click on the box once again and start typing.



Note: You have access to comments added during the previous stage.


Focus mode view of full text screening with a PDF in the centre and a decision panel on the right with a highlighted subsection for adding comments


Structured comments

Laser AI also allows you to use structured comments (so-called tags or labels), to improve the organisation of the project. These tags are a way of categorizing and grouping references for better management. 

When you come across records that should be tagged according to your screening instruction, select the relevant tags from the “Structured comment” list.


Focus mode view of full-text screening with a PDF in the centre and a decision panel on the right with a highlighted subsection for adding structured comments


Changing the screening decision

You have the flexibility to change your screening decision at any time. However, you should do so before clicking the Send decision button, which can be found in the References view.


There are two ways to change your decision:

  • Go to the reference list and identify a study that requires a new decision (you can use the search/filter panel). Click on the rubber icon (the study will return to the 'to review' batch)


View of the reference list with the bibliographic data activated and the rubber icon for removing the decision highlighted.


  • In Focus mode open reference list in the sidebar navigation panel and identify studies that require new decisions and apply new decisions.


Tips: Changing the screening decision after clicking the 'Send decision' button is possible via the Reference list in the Project Manager dashboard. However, the change decision functionality depends on your role in the project and the permissions you have been granted.


Full text screening focus mode view with description of changing screening decision



Sending decisions

Once you are satisfied with your screening decisions for a set of records, you should complete the screening process by clicking the Send Decision button. You will no longer be able to make changes to these records. However, you will still be able to access them in the Task Board, where they will be categorised as completed records. Overwriting the decision at this point is available in manager mode within the Reference detail view. 


Reference list view with 'Send decision' button highlighted.



RELATED ARTICLES  

  1. How to start Full text screening   
  2. Resolving conflicts during Full text screening  
  3. Overwriting decision   

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