Id based PDF matching in EasySLR

Id based PDF matching in EasySLR

Id based matching makes full-text screening in EasySLR more efficient by auto-matching uploaded PDFs and supplementary files to citations, eliminating tedious manual linking and ensuring a faster workflow.
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Individual PDF upload:
Before you begin, ensure that all PDFs are saved in a local folder and named using their RefId or CustomId (e.g., 14_sozar.pdf).
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How to Use Id Matching
Step 1: Go to your project and click on: Uploads > Full Text> Match by Id
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Step 2: Click “Add Upload” and select the PDFs files (max 150 per batch). Also, select if you would like to match using RefId or CustomId. You can upload PDFs in multiple batches. 
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Step 3: Automatic Matching: EasySLR will automatically match each PDF to the corresponding article.
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You'll see a table showing:
  • Matched files
  • Unmatched (if any)
  • You also have an option to replace the existing PDFs, if required.

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Step 4: Upload Matched PDFs
Click Upload PDFs option to complete the process. The system will add the PDFs to your articles under the Full Text and Data Extraction stage.
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Folder Upload:
EasySLR also supports uploading an entire folder containing PDFs and supplementary files. Saves significant time, especially for projects with large datasets or numerous documents.
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How to Use Folder Upload:
  1. Go to Uploads > Full Text > Match by Id
  2. Click “Add Upload” and select “Upload folder” option. 
  1. Choose how you want to match the files (using RefId or CustomId) and upload the folder containing PDFs and Supplementary files.
  2. EasySLR will automatically scan the folder, match files to citations, and display matched/unmatched files.
  1. Click “Upload Files” to complete the process.
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Maximum number of files per folder upload: 150. Multiple folder uploads are allowed.
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Tips for Successful Id Matching
  • Always verify Ids in file names before uploading.
  • Check the Matched/Unmatched table to ensure no files were missed.
  • For unmatched files, confirm that the RefId or CustomId matches the article in EasySLR.
  • Consider replacing older PDFs with updated versions if necessary.
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Q. Is AI involved in this process?
No. Id based matching does not involve AI, so no AI credits are consumed.

Need Help?
Reach out via the Live Chat option in EasySLR or email us at support@easyslr.com.


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