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12/05/2011 15:01
 

Hi there,

I was wondering if there is a way to export the list of documents (either coded or un-coded) to Excel? My team has allocated 3 review phases (1. title; 2. abstract; 3. document content), and we would like to ensure we're all screening at each phase in the same way. Exporting a list of titles to Excel would then allow us to organise a spreadsheet with titles and our assessment score (e.g. include/exclude). Running a formula, we'd then be able to generate a percentage indicating how similarly or not we're screening results. Is this replicable from within EPPI?

Many thanks for the tip!

Mat

 
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12/05/2011 15:52
 

Hello Mat,

Although you can export the references out of EPPI-Reviewer and put them into excel I'm wondering why you wouldn't want to do that within EPPI-Reviewer itself. EPPI-Reviewer is made for that purpose. You can create your screening tool, allocate the items to your reviewers, code the items and compare how each person coded the item.

In your case you are working in a trial review that is only good for a single user so it is a problem if you wanted to try out the multi-user functions. But we could change your review into a shareable review for the length of your trial if you wish.

Regarding your plan to screen on title and then screen on abstract, that is a bit unusual. Normally the title and abstract are both part of the same screening phase.  Many search results are often missing one or the other field so screening often requires looking at both of them at once. 

If you would like to trial the multi-user functions in EPPI-Reviewer just let me know and I can change your review.

Best regards,

Jeff

 

 

 

 
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12/05/2011 16:01
 

Hi Mat,

There are a variety of ways to accomplish this. First, EPPI-Reviewer contains lots of multi-user features - including the ability to have the same items coded by different people and to let you know the number of agreements / disagreements. You can read about this beginning on page 42 of the current version of the manual. If you'd like to set your review up to have more than one person accessing it, please let us know and we can sort this out.

You can also export in different formats depending on your needs. First, you'll need to determine which groups of documents you want to export. The easiest way of doing this is to have an 'admin' code set and then to have some codes in there for each phase of your review. If you give your documents the relevant code, you'll then be able to list all the documents in, for example review phase 2. Once you're able to list the sub-set of documents you want to export, there are two ways of exporting. First, you can click the 'export references' button on the documents toolbar. This will export in RIS format (which would be ok if you wanted to import into another bibliographic software package). Second, you can create a report on the reports tab. You'll need to have at least one column - which can simply be the admin code you've just created - and you can then generate a report that will give you the item ID and short title (by default, this is first author and year).

Finally, there's an easy trick that you can use to get the titles of a set of documents. If you have the admin codes as above, and have assigned the relevant documents to those codes, you can right-click any code and select 'Report: all text coded with this code'. This report is really for giving you a detailed text report of all the text coded with a given code in a 'qualitative' synthesis, but it's also a good way of getting a quick list of titles. Silverlight security prevents you from copying with formatting, but if you save the resulting report (an rtf file) and then open it in Word, you can copy and paste the titles into Excel. The line-by-line formatting is retained, so each title gets its own cell.

I hope one of the above helps - but let us know if not.

James.

 
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16/05/2011 14:11
 

Hi James and Jeff,

Yes, I think it would be very useful if you could set up a dual review on my account, so I can try this feature, as we think it is very important and tht we will be using it at different steps of our research. I am sure the report tab is quite comprehensive, but I haven't gotten my head round that feature just yet, so thanks for the explanation already. I will also try the last easy trick that you mention, though I know it would make more sense to try and do all of that from within EPPI.

Cheers,

Mat

 
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16/05/2011 14:36
 

Hello Mat,

I have changed the review that you have already created into a shareable review. You should be able to invite other users into it now.

You can invite other users into your review in the 'EPPI-Reviewer 4 account and review manager' that you will find on the 'EPPI-Reviewer 4 gateway' (where you created your user account)

There is also an instructional  video called 'Inviting a user into your review' on our youtube channel (http://www.youtube.com/user/eppireviewer4).

Best regards,

Jeff

 
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17/05/2011 11:20
 

Dear Jeff,

Many thanks for this. I will try this with my colleagues and get back to you if anything.

Best,

Mat

 
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