From 826b4d5b879cc7b0a2e1889a92c84d3f85c0402c Mon Sep 17 00:00:00 2001 From: Marty Oehme Date: Sat, 6 Jan 2024 15:29:06 +0100 Subject: [PATCH] feat(notes): Add scoping steps to screening tool --- 03-documentation/screening-tool.md | 26 +++++++++++++++++++++++++- 1 file changed, 25 insertions(+), 1 deletion(-) diff --git a/03-documentation/screening-tool.md b/03-documentation/screening-tool.md index f391dbd..2efc448 100644 --- a/03-documentation/screening-tool.md +++ b/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