feat(notes): Add scoping steps to screening tool

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Marty Oehme 2024-01-06 15:29:06 +01:00
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# 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