EndNote
Download link:
http://www.endnote.com/endemo.asp
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Reference Manager
Download link:
http://www.refman.com/rmdemo.asp
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Reference Management
for Systematic Reviewers
Michelle Fiander, EPOC Group
Doug Salzwedel, Hypertension Group
Cochrane Colloquium
21 October 2011
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Agenda
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2.
3.
4.
5.
6.
7.
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Workshop objectives
Principles of file management
File naming and organisation
Principles of reference management
Demo: Reference Manager
Demo: EndNote
Practical exercises
Objectives
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Save effort by establishing file naming conventions
for search strategies & results
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Effectively manage strategies & results by
establishing folder organisation
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Create a template reference database
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Identify import & export filters for moving
references to and from databases
File Management
Purpose
To clearly identify & ensure access to the content of
files/documents associated with a project in the present &
for the future.
Planning
 Decide on abbreviations
 Define a folder structure where files will be saved
 Versioning: decide how to identify multiple versions of
a single document
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File Naming Principles
Purpose:
 File name should clearly identify the document
 Don’t rely on Folders to describe content of a file
because files may become detached from folders.
Process:
 Decide on abbreviations relevant to project content
 Decide on types of material to be saved
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File Naming Principles
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Determine at beginning of a project/systematic review
File naming conventions for
– Search strategies
– Search results
– Screening results
Decide on an abbreviated title to represent your review
– Medication review in hospitals might be abbreviated as MedRev
– Reduction of antibiotic use in primary care—Antibi-PC or
RedAntib
Use this abbreviation at the beginning of any and all files you
create for your project
Purpose of filename is to clearly define content of file
Material/content for
systematic reviews
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
Search results (raw)
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Search results formatted (RefMan, EndNote, Excel)
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Search strategies
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Screening/selection results
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Data extraction forms
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Manuscripts/drafts
Abbreviation: SR Topic
Interventions to reduce antibiotic prescribing in primary
care
Antib-PC or Antib-Redc-PC
Impact of medication review on antibiotic prescribing
MedRev-Antib OR MedRev
Interventions to improve management of childhood
diabetes
DM-Child OR DM-Peds
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Abbreviations: Databases
ML =Medline
PM =Pubmed
EM = EMBASE
Coch = Cochrane
CIN = Cinahl
Soc = Sociological Abstracts
Psyc= PsychInfo
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Principles of reference management
What we need to track…
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Search results
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Source of search results (database)
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Date of search
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Number of search results
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Format of search results
Organising search results
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Separate text files for each database of results
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Combined file to remove duplicates
File organisation
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File organisation
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Organising results
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PRISMA
Identification PRISMA 2009 Flow Diagram
# of records identified through database searching # of additional records identified through other sources Eligibility Screening # of records after duplicates removed # of records screened # of records excluded # of full‐text articles assessed for eligibility # of full‐text articles excluded, with reasons Included # of studies included in qualitative synthesis 20
# of studies included in quantitative synthesis (meta‐analysis) From: Moher D, Liberati A, Tetzlaff J, Altman DG, The PRISMA Group (2009). Preferred Reporting Items for Systematic Reviews and MetaAnalyses: The PRISMA Statement. PLoS Med 6(6): e1000097. doi:10.1371/journal. pmed1000097
For more information, visit www.prisma‐statement.org. Organising results – Plan ahead
CRD guidance:
•Set
clear rules about who can add, edit records in
the database of references retrieved
•Use
clear terminology to record decisions when
screening
•Usually
preferable to have one person manage the
database of references
www.york.ac.uk/inst/crd/guidance.htm
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Reporting your search
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Need to ensure strategies provide enough
detail to be reproducible, transparent
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List all sources searched
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Search strategy used for at least one
database
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Time periods of the searches
Well-documented searches…
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Contribute to transparent, reproducible reviews
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Make updating the review faster, easier
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Avoid needless duplication of results
Live demo:
Reference Manager
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Live demo:
EndNote
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Hands-on exercises - EndNote
Folder: A001 (Walk)
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Export references from EndNote library
Email them to someone who uses Reference Manager
Folder: EndNote to RevMan files:
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Export 4-5 references from EndNote (RIS format)
Import to RevMan (check out a copy of a review to test this!)
Try moving imported refs to a different folder in RevMan
Folder: Files to import to EndNote
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Import each of the 4 files to EndNote using appropriate filter
Remove duplicates
Export remaining references as RIS and save with appropriate name
Creating Databases—
Reference Manager
Copy a database you have
worked with before –especially if
you’ve customized it.
If not, customize fields to enable
you to add content relevant to
your project. Useful fields—
Search Info [User 21]
Inc/Exc TiAB [User 18]
Inc/Exc FT [User 19]
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Customizing Fields—Reference
Manager: Field Type Edit
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Customizing what you see
(RM)--Reference List Display
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Screening in Reference Manager
Move Decision field to a position that
works for you.
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Display decision column
Search on decision column
Export decisions to Excel
Questions? Comments?
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