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HomeHomeUsing EPPI-Revi...Using EPPI-Revi...New Feature Req...New Feature Req...Method for allocating references to codeMethod for allocating references to code
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05/06/2013 15:17
 

I notice there is a random allocation function, and allocation can also be manually decided, but can an option be devised to allocate references alphabetically (by author surname)?

This would help with identifying duplicates missed by the system, and will also allow for quicker, easier decisions (since related papers by the same author clump together in allocated lists).

Thanks

Mark

 
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05/06/2013 15:35
 

Hello Mark,

You can allocate based on Authors.  If you order by Authors in the Documents tab, select the items you want to be in the allocation (either by selecting specific items or all of the items). you can then assign an allocation code to those selected items. You can then use that allocation to create your work assignment.

To order by Authors you just need to click at the top of the Authors column. It is a 3 click system; the first click orders in one direction, the second click orders in the other direction and the 3rd click returns back to the unsorted order (i.e. order by short title).

Is that what you are asking?

Best regards,

Jeff

 
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05/06/2013 16:13
 

Thanks Jeff. I would call that manually allocating by author, which is what I did for our review.

I had problems though (which I think led to triple/quadruple allocation for screening).

The default method of ordering references (on logging in) appears to be alphabetical in our review, but it isn't quite (and not all the blank author references appear at the top). I therefore needed to ensure that:

1) all ~4000 references were displayed (rather than the default 700 records), then

2) ensure that they are correctly sorted alphabetically (rather than almost aplhabetically), then

3) find the exact place on the long list where I allocated up to (e.g. if the first batch for reviewers 1 and 2 was authors A-D, the second batch for reviewers 3 and 4 will be E-J).

I realise this is less of a problem if all references are being allocated to only two reviewers, but nevertheless I found this process to be quite time-consuming (and, if I forgot to sort aplhabetically, and used the default almost-alphabetical sorting, it could lead to quadruple allocation).

Bearing in mind the advantages I mentioned (of allocating by author) I wonder whether this could be a more worthwhile system (if it's feasible, of course) than randomly allocating?

Thanks

Mark

 
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05/06/2013 16:42
 

Hello Mark,

The default order is by Short title. If you click 'Select the fields that you want to display below' icon you can make that field visible. The short title field is normally made up of the Authors name and the year. This field can vary depending on how the Authors name was constructed (surname name first or surname last) or perhaps unexpected spaces. If you order by Author then you are more likely to get the blank Authors at the top.

if you have 4000 items you can display them all in the same page (by changing the 'number per page' value after clicking 'Select the fields that you want to display below' ). If you have them ordered by Author you can then shift-select the items to select them in bulk (based on letters) and assign an allocation code to those items. This should be a fairly quick process.

Best regards,

Jeff

 
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