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05/03/2014 16:15

Version is a fairly major upgrade. It introduces the new concept of CodeSet types, includes plenty of improvements to the machine-learning assisted screening process (still available on a per-request experimental basis only, these changes are not listed below) and a number of other minor improvements.

CodeSet Types:

This version of EPPI-Reviewer allows three types of CodeSets: a "Standard" one that it 100% equivalent to what was available until now; a "Screening" set type that is designed to facilitate the screening process, and an "Administration" type that is suitable for activities such as Allocation, Retrieval and Reports.

Each type is characterised by its own qualities, some configurations will be possible on one type but not the other. The aim is to make it easier for users to configure their CodeSets in the correct way, depending on how each set will be used. For example, setting an Administration CodeSet in "multiple user data entry" mode will not be possible, as this mode is only useful when conducting a double (or multiple) blind coding exercise.

CodeSet Types Details:

- Standard CodeSet Type. Short description is (visible within EPPI-Reviewer):
The Standard CodeSet type is used for regular coding such as keywording or data-extraction. This CodeSet type can contain multiple levels of child codes but cannot contain the special code types "Include" and "Exclude".
All the codesets that were present in EPPI-Reviewer when this update was published are now classified as Standard, they will keep working (almost) exactly as they always did. The only additional limitation is that this type won't allow the code-tree depth to grow above 10 levels. Existing CodeSets that are already deeper than this will still work, but in order to edit them a little re-orgnasisation may become necessary.

- Screening CodeSet Type. Short description is:
The screening CodeSet type has been designed to simplify coding comparisons by restricting it to the code types "Include" and "Exclude" and only allowing one level of hierarchy.
This type is the most rigidly regulated, its usefulness will become clearer with the next update, when new Comparison features will be available. In short, it will allow to choose how comparisons (on double/multiple coding exercises) should behave: using the "Include" and "Exclude" code-types, the system will be able to count agreements and disagreements based on individual codes (as it does now) and/or using the broader categories of "Include" and "Exclude". In other words, an item that was excluded by Reviewer1 for ReasonA and excluded by Reviewer2 for ReasonB will be (optionally) considered as an agreement.
To facilitate the visual identification of the "special purpose" CodeSet and Code types, Screening CodeSets appear in Green, while "Exclude" codes are shown in Red.

- Administration CodeSet Type. Short description is:
The Administration CodeSet type is used for setting up CodeSets for activities such as Allocation, Retrieval and Reports. It only allows Selectable and Non-selectable code types and cannot be used for comparison coding.
Administrative activities do not need any of the special meaning code-types (Include/Exclude, Outcome, Intervention, etc.); when creating a new code within this set, only Selectable and Non Selectable code types will be allowed. As mentioned above, this type doesn't allow to be set in "multiple user data entry" as this mode would be always counter-productive for activities such as work allocations and similar: there is no reason why administrative coding should be kept private and invisible to the other reviewers.
Administrative CodeSets will appear in Blue.

Because the different CodeSet types have different limitations, they are mutually exclusive, and therefore some other additional rules have been implemented.
Converting one set to a different type is not possible: the operation may or may not be possible and there is no unique sensible way to decide how to operate the conversion in case some qualities of the set need to be changed. Additionally, a conversion will not be reversible: for example, if we allowed a Standard set to be changed to Administration, all codes within the set should be converted to either Selectable or Not Selectable. Converting the same set back to Standard will leave all the codes untouched, so the final result would be drastically different from the starting set.
For similar reasons, Copy and Paste will only work across CodeSets of the same type, a warning will appear when attempting to paste codes that come from a different type. Additionally, the paste operation will not be allowed in case the resulting tree structure will be too deep for the given set.
Drag and Drop will also check the depth of the result and will apply changes when the result would follow the rules of the current set, a warning will appear in case a drag and drop operation is not permissible.

Other changes

In Item Details, “Show key terms”:
- Bug Fix: it is now possible to remove a highlighted term in a case-insensitive way. Previously the highlighting would work for all upper/lower case letter combinations, but removing a term required to match the original term exactly.
- Added Functionality: selecting a term currently listed as relevant and clicking “Irrelevant term” (or vice versa) will now flip the term significance. Previously this would ignore the click and leave the term unchanged.
- Added Rule: trying to add or remove terms by selecting a string of more than 30 characters will not work. This is an added protection to avoid adding huge lists of terms by mistake.
- Interface Enhancement: mouse shape over the selectable text is now a bar. This should make it clear that the text is selectable (to add/remove a highlight).

In the Search tab: the list of searches now sorts in the inverse order, so that the latest search now appears on top. This allows to access the search results directly, without having to scroll down in case the review contains many searches.

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