Objective
The objective of this SOP is to guide team members on how to import publications for trainees efficiently and accurately.
Key Steps
- Navigate to the programs section and select "Trainees" to view all trainees for all cohorts.
- Use the search menu to find the specific trainee or go to the "Students" tab to locate the trainee.
- Select the desired trainee for importing publications.
- Go to "Tools and Administration" and click on "Import Publications."
- By default, PubMed is connected, and you can search for the user by their full name.
- Check for existing publications linked to the profile (indicated by a checkmark).
- Select the publications you want to import individually or use the "Click All" option to import all publications.
- Click on "Import Selected" to apply the selected publications to the profile.
- Use the search mechanism to refine the search by title, PubMed UID, or PMCID if needed.
- View the imported publications in the trainee's profile under the publications section.
- To see the publications in a data table format, use the grid option to extract detailed information.
Cautionary Notes
- Ensure the correct trainee profile is selected before importing publications.
- Double-check the publications selected for import to avoid errors.
- Be cautious when using the search mechanism to ensure accurate results.
Tips for Efficiency
- Utilize the search menu and students tab to quickly locate the trainee.
- Use the "Click All" option for importing multiple publications at once.
- Regularly update and maintain the trainee's publication records for accuracy.
- Familiarize yourself with the grid option to extract detailed publication information efficiently.
Link to Loom
https://loom.com/share/44f418ace9bb4af79f9ca7dd82c79eac?src=composer