If you are working solo and will be screening items, set Reviewers per Item to 1.
If you are working with a team, indicate how many reviewers you want per item. Once an item has been reviewed by this many team members, it will no longer come up in Screening and the reviewer agreement will be automatically calculated.
If you are working with others for the review, share this doc with them with ‘Can edit’ permission. Once they’ve opened the doc the first time you’ll be able to add them as a User to the
An optional feature is to provide your institutional DOI URL, which will enable the ‘Open Article’ buttons to open DOI links through your institutional access. The URL should be formatted similar to ‘https://doi-org.library.institution.com’
If left blank, the ‘Open Article’ button will open DOIs through their standard URLs. If no DOI is provided, it will open the URL in the URL column. If neither is provided, the button will be grayed out.
Customizing the Screening/Coding forms
One of the best things about using a Coda doc is how easy it is to customize. What information you want to chart from your articles will vary depend on things like the type of review or the field/discipline. The Screening and Coding forms can be easily customized to suit your needs by tapping the three dots in the upper corner, then Edit Layout.
page. Following the concept of atomic notes or zettels, while reading your articles, add each big idea, important quote, or question, etc. as a separate row in the Findings section, and use the Tags column to categorize into broader concepts or part of the work where it’s relevant. When you’re ready to write, pull up the
2. Right-click the ‘Export Data’ button below then click in the Action section.
3. Press tab and follow the prompts to create an API key.
4. Once set up successfully, the button will turn blue. You can then drag and drop it onto the Source Database or another page, if desired.
Copy and Paste Tables
Another option is to select a table and copy/paste it into Excel or Google Docs.
🔥Some final important technical notes
While Coda will automatically save your changes, this feature will not run when you have a row open. If you are editing an entry, make sure to close the row before exiting to commit it.
Columns in a table that begin with an underscore are used in formulas to make the template function correctly; deleting them make break certain filters or features, but you can right-click and ‘Hide’ the columns.
Deleting Example Data
This template is pre-loaded with a small sample of articles so you can get a feel for how everything works, how the tables are connected, and the different template features. When you’re ready to get started with your own review, you can delete all the example data with the following button:
Delete Example Items
How the button works
It works by filtering and deleting rows where the title contains the words [EXAMPLE ITEM], so if you’ve mixed in any of your own items, they’ll be safe, or if you want to keep any of the sample items, just remove that bit from the title before pressing the button.
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