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Create a Project

Creating a new project presents the user with a creation wizard. This wizard contains seven steps documenting the metadata of the project, which is either used as later documentation or for working on specific steps to improve accuracy.

Step 1: General Project Description

The first screen (Figure 3) is dedicated to the project’s title, description and majority number (LiSA currently supports the study selection by implementing the “majority voting” approach. Majority voting is a headcount procedure in which a team of researchers looks for an agreement-based article selection. Alternative approaches have been suggested and can be implemented at a later time.). The majority number is the threshold, i.e., how many researchers from the team must agree that a given piece of literature is (not) relevant for the current study to vote it in or out.

Figure 3 Step 1: Enter general project data.

Step 2: Define In-/Exclusion Criteria

The next step is about the documentation of inclusion and exclusion criteria (Figure 4) used in the planned study to distinguish relevant from irrelevant publications thus supporting the study selection process. Criteria have assigned descriptions, IDs and a tag labeling it an inclusion or exclusion criterion.

Figure 4 Step 2: Manage in- and exclusion criteria.

Step 3: Manage Search Strings

After the different criteria are added, search strings are added to the project(Note that LiSA doesn’t support automatic data retrieval by querying data sources on its own. At the moment, this feature just allows for collecting all search queries for later reporting. In future versions, automatic data queries could be of interest.) (Figure 5). These are the strings used to conduct the collection of literature from different sources. Comments can be added to each query string for better documentation as well as a custom classification.

Figure 5 Step 3: Manage the study's search strings.

Step 4: Manage Keywords

Literature studies are normally grounded in a set of keywords, which, inter alia, are used to compose search queries, to confirm search results, or to clean datasets. Therefore, LiSA also supports the collection of keywords (Note: Similar to search strings, in the current version, LiSA only supports the bare collection of keywords, yet not providing any instrumentation, which is subject to future development.). In this screen (Figure 6), keywords can be entered.

Figure 6 Step 4: Manage extra keywords.

Step 5: Manage Research Questions

Research questions are another key part of a literature study and can be added during the fifth step of the wizard (Figure 7). Research questions are simply collected here for later use, e.g., when exporting research protocols.

Figure 7 Step 5: Manage the study's research questions.

Step 6: Manage the Project Approach

A literature study should follow a structured reproducible approach. For this, LiSA has the concept of Stages. Every stage denotes a phase in the project in which specific activities are carried out or specific decisions are made, e.g., voting papers in/out or classifying papers. Figure 8 shows the screen used to set up and manage stages.

NOTE: Each project has an automatically included inclusion/exclusion phase. This default phase is used to accept or reject pieces of literature and is not editable.

Any other classification stages the given study requires can then be added with a name for the stage and an arbitrary number of classification options. Each stage is given a name that should adequately describe what is being classified in it. Each option for the stage is then added as decision points. The entire stage is then added to the project.

Example: An example would be a stage called Type with decision points such as Discussion, Theory, or Model. That is, in this stage, reviewers make a classification of the literature under review regarding the three aforementioned categories.

Further note: One limitation, however, is that these constructs are XOR selections, thus, the users can only select one value per option per stage.

Figure 8 Step 6: Manage the project approach.

Step 7: Manage the Research Team

The final step is to add users to the study project (Figure 9). Note that the project’s creator is always assigned automatically. Here, the user (usually the project creator) is presented with a list of all users in the system, which can be added to the list of researchers supposed to work on the study.

Figure 9 Step 7: Manage the research team.

Last edited Aug 18, 2015 at 3:59 PM by Naltoc, version 2