EndNote

Download link:

http://www.endnote.com/endemo.asp

1

Reference Manager

Download link:

http://www.refman.com/rmdemo.asp

2

3

Reference Management for Systematic Reviewers

Michelle Fiander, EPOC GroupDoug Salzwedel, Hypertension Group

Cochrane Colloquium21 October 2011

Agenda

1. Workshop objectives

2. Principles of file management

3. File naming and organisation

4. Principles of reference management

5. Demo: Reference Manager

6. Demo: EndNote

7. Practical exercises

4

Objectives

• Save effort by establishing file naming conventions for search strategies & results

• Effectively manage strategies & results by establishing folder organisation

• Create a template reference database

• Identify import & export filters for moving references to and from databases

5

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 document6

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

7

File Naming Principles

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

8

Material/content for systematic reviews

Search results (raw)

Search results formatted (RefMan, EndNote, Excel)

Search strategies

Screening/selection results

Data extraction forms

Manuscripts/drafts9

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

10

Abbreviations: Databases

ML =Medline

PM =Pubmed

EM = EMBASE

Coch = Cochrane

CIN = Cinahl

Soc = Sociological Abstracts

Psyc= PsychInfo

11

Principles of reference management

What we need to track…

13

Search results

Source of search results (database)

Date of search

Number of search results

Format of search results

14

Organising search results

• Separate text files for each database of results

• Combined file to remove duplicates

15

File organisation

16

File organisation

17

Organising results

19

PRISMA

20

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.htm21

Reporting your search

• Need to ensure strategies provide enough detail to be reproducible, transparent

• List all sources searched

• Search strategy used for at least one database

• Time periods of the searches

22

Well-documented searches…

• Contribute to transparent, reproducible reviews

• Make updating the review faster, easier

• Avoid needless duplication of results

23

Live demo:

Reference Manager

24

Live demo:

EndNote

25

Hands-on exercises - EndNote

Folder: A001 (Walk)• Export references from EndNote library• Email them to someone who uses Reference Manager

Folder: EndNote to RevMan files:• 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• Import each of the 4 files to EndNote using appropriate filter• Remove duplicates• Export remaining references as RIS and save with appropriate name26

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]

27

Customizing Fields—Reference Manager: Field Type Edit

28

Customizing what you see (RM)--Reference List Display

29

Screening in Reference Manager

30

Move Decision field to a position that works for you.

• Display decision column• Search on decision column• Export decisions to Excel

31

Questions? Comments?