Accessing your data extraction template

To access extraction, from the Review Summary screen, select the number of studies you have to extract. 


To access your template, select Data Extraction Template, located above the included study list. 



The Editor is in the centre. You can fully edit the template in the Editor. 

The Preview is on your right. It’s a preview of what the extraction form will look like. When you change something in the Editor, the change will be reflected in the Preview

The Item settings are on your left. Select an item in the Editor to change it’s settings, such as instructions to extractors. 


Example template 

In the Editor, you'll see an example template that you could edit. To familiarise yourself with the options, have a look at the different types of items in the Editor and how they look in Preview. Alternatively, you can select I want to start from scratch and the example template will be deleted. 


Add an item 

To add an item, select the Add (+) button above where you want to add the item and choose one of the following options: 

  • Textfield. Use this to extract text and numbers. When extracting, the size of the text field will increase to accommodate the amount of text that’s being entered. 
  • Single choice item. Use this when you have a defined list of options and you want the extractor to choose one. 
  • Heading or Subheading. Use these to group and separate your items. 


You'll notice that the icons for each of the item types are different. 

Move an item 

To change the position of an item in the template, click and drag the item's icon. 


Delete an item 

Select the item you want to delete and then in Item settings, select Delete.  

You can also delete at item by deleting the label of the item and then when the insertion point gets to the item’s icon, press BACKSPACE on PC or DELETE on a Mac.


Single choice items 

Use single choice items when you have a list of options and you want your extractors to choose one of the options. 

You can add an option to a single choice item in the same way as you’d add a new line in Word. Move your insertion point to the end of one of your options and then press ENTER on your PC keyboard or RETURN on your Mac keyboard. 

To delete an option, select the option and press BACKSPACE on PC or DELETE on Mac until it disappears. 

You can give your extractors the ability to add their own option by selecting the Other checkbox in Item settings. 


Instructions to extractors 

Text fields and single choice items allow you to communicate item specific instructions to your extractors. For example, for a single choice item, you might want to communicate to your extractors that they should only select an option if specific criteria are met. To add instructions, select the item, and then add the text in Item settings. The text will appear in the extraction form under the item’s label. 


Save and Publish 

You’ll need to press Save to retain any changes you’ve made to your template. If your template isn’t published yet, press Publish and reviewers will be able to start extracting their first study. To start extraction, you must publish a data extraction template, however quality assessment is optional. 

Currently, if you've started extracting a study, you will not be able to change the form for that study. At this time, we recommend that you don’t make changes to your extraction templates once they have been published. If you're unsure about whether you'll need to make changes, pilot your form outside of Covidence first.