feat(notes): Add scoping steps to screening tool

03-documentation/screening-tool.md

@@ -1,4 +1,27 @@
-# Screening tool
+# 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.
 
@@ -14,6 +37,7 @@ process the respective source is currently at.
 - TODO::review
 - TODO::title
 - done::extracted
+- done::preliminary
 
 ## Cite