# Enable Importing Literature References from Databases Learn how to configure your Vault for intake of literature reference information from external databases. ## About the Feature With the 23R3 release, SafetyDocs supports importing literature references in bulk from third-party databases. Users upload an RIS file from a database into the Vault Library and then associate a _Literature Search Term_ with it. Users can select an action to import articles from the file, directing Vault to create _Literature Article_ records and map all of the file's information to them. ### 25R1 Updates With the 25R1 release, SafetyDocs introduces the following new features: - Highlight Literature Abstract Terms - EMA MLM RIS Literature File Support #### Highlight Literature Abstract Terms With the 25R1 release, SafetyDocs has replaced the _Abstract (English)_ section on the _Literature Article_ object with an updated _Abstract_ control section. This control section contains a drop-down that enables the user to toggle the _Abstract_ text between English and its original language, eliminating the need for a separate English language field. To update your Vault to support this functionality, you must update the _Literature Article_ object layout. #### EMA MLM RIS Literature File Support With the 25R1 release, Vault supports importing literature references from European Medicines Agency Medical Literature Monitoring (EMA MLM) RIS files. Configure this feature by [adding new fields to your _Literature Article_ and _Product Family_ object layouts][5]. ## Create Literature Database Records To support importing literature references from database files, you must create a _Literature Database_ record for each database from which you want to import content (for example, PubMed, Scopus, or Embase). To create a _Literature Database_ record: 1. Navigate to **Business Admin > Literature Databases**. 2. Select **Create**. 3. Enter a **Name** to indicate the literature database to which you are connecting. 4. Select **Save**. ## Configure Object Layouts To support importing literature references from database files, configure the following object layouts: - [_Literature Article_ layout][1] - [_Literature Search Term_ layout][2] - [_Literature Author_ layout][3] - [_Literature Additional Information_ layout][4] ### Literature Article Layout
  1. Navigate to Objects > Literature Article > Layouts > Literature Article Detail Page Layout.
  2. Add the following fields to the Reference Information section:
#### Insert the Literature Author Section
  1. On the Literature Article Detail Page Layout, select Insert Section and then select Related Object from the picklist.
  2. In the Add Related Object Section dialog, select Literature Author as the related object and select the Create record in pop-up dialog option.
  3. In the Literature Author section, select Edit Columns and ensure the following columns are added:
#### Insert the Vancouver Citation Section
  1. On the Literature Article Detail Page Layout, select Insert Section and then select Text from the picklist.
  2. In the Add Text Section dialog, complete the fields as follows and then select Done:
#### Insert the Literature Additional Info Section
  1. On the Literature Article Detail Page Layout, select Insert Section and then select Related Object from the picklist.
  2. In the Add Related Object Section dialog, select Literature Additional Info as the related object and select the Prevent record creation option.
  3. In the Additional Info section, select Edit Default Columns and ensure the following columns are added:
### Literature Search Term Layout
  1. Navigate to Objects > Literature Search Term > Layouts > Literature Search Term Detail Page Layout.
  2. Select Insert Section and then select Related Documents from the picklist.
  3. In the Add Related Document Section dialog, edit the fields as needed and then select Done.
  4. In the Documents section, select Edit Columns and ensure the following columns are added:
### Literature Author Layout
  1. Navigate to Objects > Literature Author > Layouts > Literature Author Detail Page Layout.
  2. Add the following fields to the Details section:
### Literature Additional Information Layout
  1. Navigate to Objects > Literature Additional Information > Layouts > Literature Additional Information Detail Page Layout.
  2. Add the following fields to the Details section:
## Update Field Layout Complete the following steps to move the **Literature Search Term** field next to other related fields.
  1. Navigate to Admin > Configuration > Field Layout > General (general_c).
  2. Select Edit.
  3. Drag and drop the fields to group together the following:
  4. Save the page.
## Create Object Action Complete the following steps to add the **Import Articles from File** action on the **Literature Search Term** object:
  1. Navigate to Admin > Configuration > Objects > Literature Search Term.
  2. On the Actions tab, select Create.
  3. In the Create Action window, select Import Articles From File and then select Continue.
  4. Make any required changes to the action and then save the page.
## Configure Object Lifecycles Complete the following steps to set up the object lifecycles related to this feature. ### Configure Settings on the Literature Search Term Lifecycle Navigate to **Admin > Configuration > Object Lifecycles > Literature Search Term Lifecycle** and complete the following steps: #### 1. Add Roles In the **Roles** section, add the following roles: #### 2. Update Role Permissions In the **Roles** section, select **Edit** to update the role permissions as follows:
Role Permissions
Aggregate Report Writer All states: Read
Editor All states: Read
Owner All states: Read
Reviewer
  • Error, Active, Importing: Read
  • Active, Imported: Read, Edit
Viewer All states: Read
#### 3. Add a User Action to the Active State
  1. In the States section, select Active.
  2. In the User Actions section, select Edit.
  3. Select Create Rule and configure the following rule:
### Configure Settings on the Literature Author Lifecycle Navigate to **Admin > Configuration > Object Lifecycles > Literature Author Lifecycle** and complete the following steps: #### 1. Add Roles In the **Roles** section, add the following roles: #### 2. Update Role Permissions In the **Roles** section, select **Edit** to update the role permissions as follows:
Role Permissions
Aggregate Report Writer All states: Read
Editor All states: Read, Edit, Delete
Owner All states: Read, Edit, Delete
Reviewer
  • Inactive: Read
  • Active: Read, Edit
Viewer All states: Read
### Configure Settings on the Literature Additional Info Lifecycle Navigate to **Admin > Configuration > Object Lifecycles > Literature Additional Info Lifecycle** and complete the following steps: #### 1. Add Roles In the **Roles** section, add the following roles: #### 2. Update Role Permissions In the **Roles** section, select **Edit** to update the role permissions as follows:
Role Permissions
Aggregate Report Writer All states: Read
Editor All states: Read, Edit, Delete
Owner All states: Read, Edit, Delete
Reviewer All states: Read
Viewer All states: Read
## Configure Document Lifecycle Complete the following steps to set up the document lifecycle related to this feature. ### Configure Settings on the Literature Document Lifecycle Go to **Admin > Configuration > Document Lifecycles > Literature Document Lifecycle** and complete the following steps. #### 1. Add Role
  1. On the Roles tab, select Create.
  2. On the Create Lifecycle Role page, complete the fields as follows:
  3. Save the page.
#### 2. Add Security Settings to the New State
  1. On the States tab, select New.
  2. Go to Security Settings and select Edit.
  3. Configure the settings as follows:
    Security Settings on the New State
#### 3. Add Security Settings to the Importing State
  1. On the States tab, select Importing.
  2. Go to Security Settings and select Edit.
  3. Configure the settings as follows:
    Security Settings on the Importing State
#### 4. Add Security Settings to the Error State
  1. On the States tab, select Error.
  2. Go to Security Settings and select Edit.
  3. Configure the settings as follows:
    Security Settings on the Error State
## Configure Security Add security settings to grant access to this feature. Use the following settings as a starting point, but configure access according to your business processes. ### Add the Literature Actions Permission Set
  1. Go to Admin > Users & Groups > Permission Sets.
  2. Select Create.
  3. In the Name field, enter "Literature Actions".
  4. Save the page.
### Grant Object Permissions Once the above Permission Set has been created, complete the following steps to ensure your permissions sets are granted the appropriate level of access to objects needed for this feature.
  1. On the Signal Management permission set, navigate to the Objects tab and select Edit.
  2. Grant Read permissions on the Literature Additional Information object.
  3. Grant Read, Create, Edit, Delete permissions on the Literature Author object.
  4. Save the page.
## Configure Custom Sharing Rules on the Literature Author Object Complete the steps below to configure Custom Sharing Rules on the **Literature Author** object:
  1. Navigate to Admin > Configuration > Objects > Literature Author.
  2. On the Details tab, select Edit and then select the Enable Custom Sharing Rules checkbox.
  3. When prompted, select Continue and save the page.
  4. In the Sharing Rules tab, select Create.
  5. In the Label field, enter "Literature Author - Reviewer" and save the page.
  6. In the Roles section on the new custom rule page, select Add.
  7. Add the following roles, with Literature Users in the Users & Groups field:
## (25R1) Configure EMA MLM RIS Literature File Support To configure EMA MLM RIS Literature File Support, add the specified fields to the following object layouts: - _Literature Article_ - _Product Family_ ### Update the Literature Article Layout To update the _Literature Article_ object layout: 1. Navigate to **Admin > Configuration > Objects > Literature Article > Layouts > Literature Article Detail Page Layout**. 2. Add the following fields: - **ICSR Review Outcome**: Add this field to the _Review Outcome_ section under the _Number of Identified Cases_ field - **EMA Inclusion/Exclusion Criteria**: Add this field to the _Reference Information_ section under the _Database Provider_ field ### Update the Product Family Layout To update the _Product Family_ object layout: 1. Navigate to **Admin > Configuration > Objects > Product Family > Layouts > Product Family Detail Page Layout**. 2. Add the **EMA Substance Group** field. [1]: #literature-article-layout [2]: #literature-search-term-layout [3]: #literature-author-layout [4]: #literature-additional-information-layout [5]: #25r1-configure-ema-mlm-ris-literature-file-support [6]: #update-the-literature-article-layout [7]: #update-the-product-family-layout