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LIBRARY 

Systematic Reviews: Citation, Screening, & Data Management

This guide is for the clinician undertaking a systematic review.

After the search, citation management is necessary...

By citation management, we mean managing all the citations (or references) you retrieve from the bibliographic databases (PubMed, etc) or search engines. Typically you would use a bibliographic manager software application to manage the citations. Once you import the references into your application, you can review and weed out those that do not meet your inclusion criteria. You can also annotate the record, and attach or import the full-text PDF into the record.

Use citation management tools for managing the references found during the search process. EndNote is the only one supported at Mayo.

Note: Scroll down to section on 'Screening Tools' for more options.

Citation management tools

Removing duplicate references

Your literature searches may result in thousands of references, many of which may be duplicates and which should not be counted in your systematic review. If you're working with a librarian, he or she will have removed any duplicate references from the EndNote library. If you're not working with a librarian, this resource will guide you through removing the duplicates from your library.

Screening Tools

"A key step in the review process is the structured extraction of data from eligible primary studies, a procedure that, typically, pairs of reviewers conduct in duplicate and independently. In any systematic review, a crucial task for the project's leader, or in a better-funded situation, a dedicated systematic review coordinator, is managing the data." Read the full article: Choice of data extraction tools for systematic reviews depends on resources and review complexity. Elamin, MB, Flynn, DN , Bassler, D, et al.  J of Clin Epidemiol 2009; 62(5):5-6-10.

These tools are intended to make the systematic review process more efficient with data management and extraction. You can upload the citation from your citation management program into one of these tools.

Inexpensive applications such as Google Docs, Microsoft Excel and Microsoft Access can also be used to extract and analyze data.

How to use EndNote for screening and data management


Below are two YouTube videos from the University of Exeter describing how to use EndNote to double screen and how to merge two duplicate libraries together when double screening for a systematic review.