Importing Reference Documents

With the Integration to PubMed feature, users can search and import publication and other scientific literature metadata from PubMed directly into MedComms. Once the relevant literature is selected, Vault imports the related metadata, such as the author, journal, abstract, and so on, into a Reference record and creates a document placeholder where a copy of the literature can be uploaded. This simplifies the process of importing scientific literature for substantiation and reduces the amount of manual data input required to maintain a reference library.

Creating Reference Records

To create a Reference record from PubMed: 

  1. From the Reference Record tab, select References.
  2. Click Create.
  3. From the References Import section, search for and select scientific literature to import from PubMed using either the Digital Object Identifier (DOI) or PubMed ID (PMID), and click Search. 
  4. Click Save.

Vault then creates a Reference record with the PubMed metadata populated and creates Author, Reference Person, Target, and Target Event records for the literature and relates them to the Reference record, where they are displayed in the Documents section of the record. Vault also creates a document placeholder, which points to the Reference record, where you can upload a copy of the literature.

To refresh the Reference record with the latest data from PubMed, edit the record and search PubMed again using the DOI or PMID. You can click the Refresh icon next to each field to automatically update the data and click Save to save the changes, and the updated fields will display with the new values.

Creating Reference Documents

Vault automatically creates a document placeholder when a new Reference record is created. The standard document type and document field must be active to automatically create the document placeholder.

To use custom document types to create a Reference document, you have to manually upload the document and select it in the Reference Document field. 

You can also associate related documents with the Reference record in the Documents section by clicking Add, selecting the relevant documents, and click Close.

Configuring the PubMed Integration

The standard PubMed integration allows users to import scientific literature and the associated metadata from PubMed into their Medical Vaults. 

To use this feature, Admins need to configure the following items:

  1. Activate the PubMed Integration Connection record under Admin > Configuration > Objects.
  2. Identify your Client ID from PubMed by logging in to your account, selecting Settings, and locating the API key. Set the API key as your Client ID on the PubMed Connection Authorization record.
  3. Under Admin > Configuration > Objects > Reference > Actions, copy the Reference object page action layout and set this as the default layout.
  4. Optional: Activate the standard document type (reference__v.publication__v), and configure and activate the Reference document field on the document type.
  5. Activate the Author object type on the Person object under Admin > Configuration > Objects > Person.
  6. Activate the ORCID field, and add it to the Person object page layout.
  7. Optional: Activate the Initials field, and add it to the Person object page layout.
  8. Activate the Journal object type on the Target object under Admin > Configuration > Objects > Target.
  9. Activate the Journal Issue object type on the Target Event object under Admin > Configuration > Objects > Target Event.

Ensure that users have Create, Edit, Read, View, and Delete permissions for the Third-Party Reference application section and the Reference, Person, Reference Person, Target, and Target Event objects.

Because Vault manages the creation and updating of records related to the Reference object, we recommend that users have at least Read permission for these related objects.