Table of Contents
Overview
Atlas Research Projects intended to accompany individuals and teams as they explore the world of precision measure evidence in Atlas and put in the effort to develop their measurement strategy and due diligence so that progress is maintained, the latest thinking is exposed, and decisions are documented.
Projects contain a number of features to facilitate collaboration and lead teams towards effective measurement decisions and instrument selections.
Inside My Project
General Actions
Edit Project Details
At any time users can click "Edit" in the top portion of their Project to modify its details.
This includes editing the project Name, adding/editing the Description, and modifying any Research Criteria.
Edit Team
From the Edit panel, users can also specify which additional teammates their project should be shared with.
Archive
If the project is no longer relevant, users can choose to Archive the project. This will not remove or destroy any information, but will relocate the project to the "Archived" section of the My Projects overview page. From here, users can choose to "Unarchive" a project to restore it.
Activity Log
To view a log of all the activity that has taken place within a project, users can click "Activity" in the top section of their project. From here, the activity log can be filtered by project section as well as exported.
Search
The Search section of the project allows you and your team to search the entirety of the Atlas Network within the context of your project.
Given these results are being displayed within the context of a project, if a user chooses to save an item from the Search results to their project, fewer steps are required as the user is already in that project context.
Research Criteria
If the project includes research criteria, then the results displayed in the Search section will reflect those research criteria being applied as filters. Users can remove research criteria to expose more or different results in the Search section by clicking "Edit" in the top section of their Project and modifying the research criteria.
Saved
The Saved section of the project is where all your saved project information will appear; these may include: searches, technologies, vendors, measures, medical conditions, and evidence.
Lists
Additionally, users have the option to organize information in their Saved section via Lists. By default, all projects include two lists: All, and Archived.
"All" is where all saved data will appear unless it is archived or removed. If an item is archived, it will be moved from the "All" to the "Archived" list. If it is removed, it will disappear completely from the project.
Users can create and remove additional lists to further organize saved information thematically or categorically, and use the "Add to List", "Remove from List", and "Archive" functions within the Saved section to move information around accordingly.
Comments
For any item in the Saved section of the project, users can view comments or add a comment.
To do so, locate the Comment icon on the far right side of the item row in the Saved section of your project. A filled-in comment icon indicates the presence of an existing comment, while a hollow comment icon indicates no existing comments to-date.
Reports
The Reports page of your project is where customized views of evidence are delivered. Reports will not be covered in this help article. To learn more about our evidence asset get in touch with us at [email protected].
Using Projects
Create a Project
You can create a new project from the My Projects page.
A complete list of all your projects can be found on the My Projects page located in the navigation bar on the left side of the interface.
Click "Create New Project" in the upper right side of the screen.
Give your project a name and optional description. Additionally, enter research criteria for your project by selecting one or multiple Therapeutic Areas, Medical Conditions, and Concepts of Interest. You can edit these later.
Click "Save". Now you are ready to add data to your project.
Save to a Project
You can save most records from the Atlas Network into a new or existing project.
Save from Search
When searching through the Atlas Network, keep an eye out for a Save icon. This indicates when you can save a given piece of information to a new or existing project.
Once clicked, users can specify the project to which the item should be saved, optionally leave a comment on it, and optionally specify which list it should be added to. more about organizing with lists.
The user has the option to create a new project from this interface if they'd like to store it in a new project. More about creating a project.
This will appear for searches on the Explore Technologies, Measure Ontologies, and Explore Vendor pages.
Save Searches
To save a search including the filters you have applied, ensure you've either entered a search query in the search bar for a given results table, or have applied a filter (or both), and an option to save that search will appear to the right of the search bar.
Save Technologies
To save technologies, select them from a list, and then click "Save to Project".
Alternatively, while viewing the details page for a given technology, click the "Save to Project" button.
Save Vendors
To save a vendor, follow the same set of actions as with Technologies, by either selecting from a list to save to your project, or saving an individual vendor from its respective details page.
Save Measures
To save a measure to a project, locate the save icon at the top of that Measure's detail page and click it to specify the project it should be saved to.
Click "Save to Project" and then select an existing project or create a new one. You can add a comment to make notes of your thought process. If the data is already in an existing project, you will see that information displayed.
All saved items will appear in the Saved section of your project.
Track Ideas via Comments
To track your thoughts, ideas, and decisions to various items saved to your project, use comments. These can also serve as a helpful way to communicate asynchronously with other colleagues working on the same project.
Users can view, create, edit, and remove their own comments for any item in the Saved section of their project. When viewing a saved item, navigate to the far right end of the item's row to locate the comment icon.
A filled-in comment icon indicates the presence of a comment, while a hollow comment icon indicates the lack of any comments.
To view comments, click on the comment icon to expose the comment thread. If you are in a project shared with others, those individuals can also view your comments, and leave comments of their own.
To add a comment, click the comment icon, type your comment, and hit enter/return on your keyboard to save it.
To edit or remove a comment, click on the ellipsis (...) to the right of your comment and take the corresponding action.
Organize with Lists
Lists are a customizable grouping mechanism to easily organize information saved from Atlas Network within your project. Any information with a Save icon can be saved to and organized within lists.
Default Lists
Every project has two lists by default that cannot be removed: All and Archived.
All contains all the records you have saved to your project, unless that record has been Archived or removed completely.
Archived contains all records you've explicitly archived. Once archived, an item will no longer appear in All. This action is typically taken when users want to maintain the fact that the item was once saved to their project, along with any comments, but to indicate that it has been deselected or deemed no longer relevant to the project.
Items that are completely removed from the project will not show up in either All or Archived. As opposed to Archived, items that are removed were never intended to be part of the project or considered as part of the research in the first place.
Create List
To create a list, select one or multiple items from a search results table and click "Save to Project".
After specifying the project to save the data into, users can optionally choose to save them to an existing list, or type to create a new list.
If no list is specified, data will appear in "All". More about saving to a project.
Remove List
To remove a list, simply click on the ellipsis (...) next to the list name, and choose "Delete".
Rename List
To rename a list, simply click on the ellipsis (...) next to the list name, and choose to "Rename".
Collaborate with a Colleague
Projects can take two general forms: personal or collaborative.
Personal projects are created by individuals for their own personal use, without any expectation of being shared with other colleagues or collaborators, whereas Collaborative projects are those where more than one individual is collaborating on the research effort.
Both types contain the same functionality and are distinguished only by the fact that more than one individual can make changes to the contents of the project.
Please see Sharing Atlas Projects for more info.