wow-inequalities/03-documentation/screening-tool.md

# Scoping tool

- after identification a large pool of potential studies will be in the zotero index (usually > 1000)
- to make scoping (somewhat) rapid, we employ multi-step exclusions
    - rapid scoping reviews sometimes only make use of single steps, e.g. only title-screening, as inclusion criteria
- title screening
    - exclude all studies that do not match with `out::title`
    - move all studies that do match into next step with `TODO::abstract`
- abstract screening
    - exclude all studies that do not match with `out::abstract`
    - move all studies that do match into next step with `TODO::full-text`
    - studies which seem reasonably sure to be of vale can be tagged with `relevant` to be easier to spot later on
- fulltext screening
    - exclude all studies that do not match with `out::full-text`
    - move all studies that do match into next step with `TODO::extract` 
- for any of the above steps:
    - if the study is a potentially relevant review, mark with `TODO::review` for later snowballing
    - if you are unsure and require outside input mark with `TODO::QUESTION`
- extraction
    - mark successful extraction with `done::extracted`
    - often done as full-text screening and extraction in single step
    - add any relevant tags, but at least `type::`, `inequality::`, `country::` and possibly `region::` tags

# Category reference

Tracks the categories and possible values of tags (or 'keywords') for the screening process step of scoping.

## TODO

A work-in-progress tag which simply states the step of the scoping review 
process the respective source is currently at.

- TODO::QUESTION
- TODO::SPANISH
- TODO::abstract
- TODO::full-text
- TODO::review
- TODO::title
- done::extracted
- done::preliminary

## Cite

Even if a study is not directly relevant for the final extraction pool,
it might contain valuable information. These tags give the reason they may
prove interesting yet when considering the inequalities analyzed by them.

- cite::channels
- cite::framework
- cite::further_reading

## Country

The main country of interest for the study. Multiple possible for comparative/multiple case studies. 
Global studies, or ones using dozens of countries will not be tagged.

- country::Argentina
- country::Armenia
- country::Australia
- country::Austria
- country::Bangladesh
- country::Belgium
- country::Bengal
- country::Bolivia
- country::Bosnia_Herzegovina
- country::Botswana
- country::Brazil
- country::Britain
- country::Burundi
- country::Cambodia
- country::Cameroon
- country::Canada
- country::Chile
- country::China
- country::Colombia
- country::Croatia
- country::Cyprus
- country::Czech_Republic
- country::Denmark
- country::Ecuador
- country::Eswatini
- country::Ethiopia
- country::Finland
- country::France
- country::Germany
- country::Ghana
- country::Greece
- country::Guatemala
- country::Honduras
- country::HongKong
- country::Hungary
- country::India
- country::Indonesia
- country::Iran
- country::Ireland
- country::Israel
- country::Italy
- country::Japan
- country::Jordan
- country::Kazakhstan
- country::Kenya
- country::Korea
- country::Liberia
- country::Lithuania
- country::Madagascar
- country::Malawi
- country::Malawy
- country::Malaysia
- country::Malta
- country::Mexico
- country::Mongolia
- country::Morocco
- country::Nepal
- country::Netherlands
- country::New_Zealand
- country::Nicaragua
- country::Nigeria
- country::Norway
- country::Pakistan
- country::Paraguay
- country::Philippines
- country::Poland
- country::Portugal
- country::Romania
- country::Russia
- country::Rwanda
- country::Saudi_Arabia
- country::Senegal
- country::Slovakia
- country::South_Africa
- country::Spain
- country::Sri_Lanka
- country::Sweden
- country::Switzerland
- country::Taiwan
- country::Tanzania
- country::Thailand
- country::Timor-Leste
- country::Turkey
- country::US
- country::Ukraine
- country::Uruguay
- country::Vietnam
- country::West_Bank
- country::Zambia

## Inequality

The type of inequality illuminated by a study.
Will often be multiple, a strong sign for a study's intersectional approach.

- inequality::age
- inequality::consumption
- inequality::disability
- inequality::education
- inequality::ethnicity
- inequality::gender
- inequality::generational
- inequality::health
- inequality::income
- inequality::language
- inequality::lgbt
- inequality::migration
- inequality::poverty
- inequality::racial
- inequality::socio-demographic
- inequality::spatial

## Issue

If there is an issue with a study which may impede further 
progress, or any progress at all - even if it may not be sorted
out from relevance yet, or if it has.

- issue::age
- issue::language
- issue::no-access

## Method

If one method is clearly marked as primary, or surprisingly is not 
the primary method within title and or abstract, it will be noted 
here.

- method::qualitative
- method::quantitative

## Out

The reason, or step of the screening process for the study falling 
out of relevance. Will be used later to generate accurate numbers 
per screening step.

- out::abstract
- out::full-text
- out::language
- out::review
- out::title
- out::year

## Region

The general world region a study is working in.
May align to the individual country (or countries) it is analyzing,
but may also stand on its own.

- region::global
- region::AP
- region::EU
- region::LAC
- region::MENA
- region::NA
- region::SSA

## Review

If a study is a review, it will be captured under one of these tags.

- review::?
- review::critical
- review::integrative
- review::meta
- review::narrative
- review::scoping
- review::systematic
- review::umbrella

## Type

The primary type of intervention, circumstance or shock the study is interested in.

- type::automation
- type::cash_transfer
- type::child_labor
- type::collective_action
- type::cooperative_entrepreneurship
- type::counseling
- type::csr
- type::electrification
- type::experimental
- type::infrastructure
- type::institutional
- type::marketization
- type::maternity_benefit
- type::microcredit
- type::minimum_wage
- type::pension
- type::regulation
- type::rtw
- type::structural
- type::subsidy
- type::taxation
- type::trade_liberalization
- type::training
- type::ubi
- type::universal_licensing
- type::volunteering
- type::welfare
- type::work_programme

## Misc

- ⚠️ Invalid DOI
- ⛔ No DOI found
- favorite
- relevant
- integrated
- intersectional
- definition