RefId based PDF matching in EasySLR

RefId based PDF matching in EasySLR

RefId 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.

Individual PDF upload:
Before you begin, ensure that all PDFs are saved in a local folder and renamed using their RefId (e.g., 14_sozar.pdf).

How to Use RefId Matching

Step 1: Go to your project and click on: Uploads > Full Text> RefId PDF Uploads.


Step 2: Click “Add RefId PDF Upload” and select the PDFs files (max 150 per batch). You can upload PDFs in multiple batches.

Step 3: Automatic Matching: EasySLR will automatically match each PDF to the corresponding article.

You'll see a table showing:
  • Matched files
  • Unmatched (if any)
  • You also have an option to replace the existing PDFs, if required.

Step 4: Upload Matched PDFs
Click Upload PDFs to complete the process. The system will add the PDFs to your articles under the Full Text and Data Extraction stage.

RefId-Based 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.

How to Use Folder Upload:

  1. Go to Uploads > Full Text > RefId PDF Uploads.
  2. Click “Add RefId PDF Upload” and select the folder containing your PDFs and supplementary files.
  3. EasySLR will automatically scan the folder, match files to citations, and display matched/unmatched files.
  1. Click “Upload PDFs” to complete the process.
Maximum number of files per folder upload: 150. Multiple folder uploads are allowed.

Tips for Successful RefId Matching
  • Always verify RefIds in file names before uploading.
  • Check the Matched/Unmatched table to ensure no files were missed.
  • For unmatched files, confirm that the RefId matches the article in EasySLR.
  • Consider replacing older PDFs with updated versions if necessary.

Q. Is AI involved in this process?
No. RefId matching does not involve AI, so no AI credits are consumed.

Refer to the short video for guidance: https://youtu.be/YJyJWNgu6hs

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



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