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26/11/2010 01:11
 

not so much a new feature as a tweak of current layout.

in the sources tab, can the delete button be made bigger and the list button bigger? maybe even swap them around. i've accidently clicked delete a couple of times now (thankfully saved by the comfirmation box)

 

also i'd like to be able to set the filter (in the tabs) to one of the sources rather then just code.

 
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26/11/2010 11:20
 

Dear Iordan,

I think you have a very good point about the dimensions of the "delete" and "list" buttons. It doesn't make any sense to have the delete button so big, standard ergonomics dictate that it should be small, making it difficult to hit by mistake. I will fix this in the next version but I will not swap the buttons around: I'm sure this would confuse and frustrate a lot of other users.

also i'd like to be able to set the filter (in the tabs) to one of the sources rather then just code.

I am not sure what you mean by this. Maybe you want to type some text in the little "find" box on the main document list, so to show only the references that belong to a certain source? Depending on what you are trying to do, it might be easily done or quite complex, meaning that I'm unable to promise anything on this one, sorry.

I hope this helps,

Sergio

-- EPPI-Reviewer support team --

 
New Post
01/12/2010 01:37
 

Hi Sergio,

thanks for your reply. good to see how open you guys are to suggestions.

i'll show you what i mean through an example.

say i want to get the frequencies of a particular code, but i'm only interested in the records from a particular source. currently i can set the filter as having a code, i'd like to be able to set this filter to one of the sources.

i hope this clarifies things.

 

 
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01/12/2010 16:10
 

Thank you Iordan,
I hope you will like the new arrangement of the "List" and "Delete/undelete" buttons in the Sources tabs.
I see what you mean about the filter, at present you can get the result you want, but only in a rather convoluted way. The trick is to use the Search mechanism (Search tab). Since you can’t run a search on a source, a few steps are required:

1) from the sources tab click “list” on the source you want to use
2) create a new (selectable) code and give it the same name of the source or some other meaningful name for you
3) select all items in the list, right click the code from 2) and select “assign selected items to this code”.
3b) if your source had more than 700 documents, repeat the process for each page in the list.
4) on the search page, create a new search for items with the code you’ve created in 2)
5) create another search for items coded with the code you are interested in.
6) create a third search combining 4) and 5), literally: you should use the “AND” operator.

In this way the final search will list all items that belong to both the source and code of choice. The problem here is that searches are static: they take a snapshot of the current state of the review and do not change as your coding proceeds; the net result is that if you’ll want to get updated results at a second time you will need to repeat steps 5) & 6) once more. If you don’t need to retain historic data, there is no reason to keep old outdated searches, I like to encourage users to delete old unneeded searches to prevent their search list from growing too long.
My conclusion is that the process above is unnecessarily complex, we will see if/when we’ll be able to add an ad hoc system to cover this scenario in a more straightforward way. I can’t promise this will be included in the next update because it is moderately difficult to implement (or more precisely, not 100% straightforward) and I am currently busy with two major projects that are clearly more important to complete (FYI, the two projects are: the online payment system and permissions control for shared reviews).
Thanks for your feedback!
Sergio
 

 
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01/12/2010 23:44
 

Hi Sergio,

I saw the changes for the listing and deleting of sources. It looks good!

 

I hadn't thought of making new sourse specific code. That's a clever way of solving the problem. But couldn't you just do steps 1-3 then just use the filter option as per usual using the new code?

 

 
New Post
02/12/2010 17:28
 

Hi Iordan,

I'm glad you like the new list- and delete-sources buttons.

On the other issue: I'm afraid I am still having problems in uderstanding what you mean with "the filter option". This got me thinking, and finally I've recalled the "CrossTabs" function (and Tab). I'm now guessing that you were talking about crosstabs from the start. In any case, yes, you can easily get what you need from crosstabs, once that you have all items from a given source paired to a dedicated code (steps 1 to 3).

Since the general philosophy of the program is to use the flexible nature of codesets whenever possible, we are thinking about creating an automatic mechanism that will pair sources and codes; this is only an idea at the moment, but the more I think about it the more I like it, so my guess is that we will write something of this kind.

Best wishes,

Sergio

 
New Post
03/12/2010 17:48
 

Just to add to Sergio's earlier post, you can now select one or more searches, right-click a code and assign the results of the search(es) to that code. This may not have been possible when Sergio wrote the earlier message, but it's definitely possible now. (This saves you needing to go through each page of results, if you have over 700 in the list.)

James.

Sergio Graziosi wrote

...The trick is to use the Search mechanism (Search tab). Since you can’t run a search on a source, a few steps are required:

1) from the sources tab click “list” on the source you want to use
2) create a new (selectable) code and give it the same name of the source or some other meaningful name for you
3) select all items in the list, right click the code from 2) and select “assign selected items to this code”.
3b) if your source had more than 700 documents, repeat the process for each page in the list. 

...

 
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