Once you’ve finalised your database searches in your different databases you’ll be ready to export the records into EndNote.
Create a new Endnote Library
, saving it onto a local drive (not a network drive or cloud storage).
Import journal terms lists
for your discipline if available.
from your databases one by one. If you anticipate a large number of records and wish to follow the deduplication method described by Jane Falconer then you should export the records from your databases in the order specified by the method.
your EndNote library – you will need to do this at regular intervals during the process.
for each database and move the imported references from each database into them.
with the appropriate database name using the Name of Database field- this can be useful later on. Create a back up of your library and make a record of the number of records from each database for PRISMA reporting.
Remove duplicate records.
We recommend using EndNote for this as it allows absolute control over the process, but note that some screening software have automatic deduplication available within them. Create a back up of your library and make a record of the number of duplicate records for the PRISMA flowchart.
Screen by title and abstract
in EndNote or specialist screening oftware to exclude any obviously irrelevant records. If you are unsure, do not exclude the record, and carry it through to the full text screening stage.
Retrieve full text documents.
EndNote’s Find full text function will help. Don’t forget you can make use of our Interlending and document supply services to access materials from other library services. Record numbers for PRISMA.
Screen the full text documents
applying your inclusion and exclusion criteria. Record exclusion reasons in EndNote (you can use groups, custom fields or the research notes field to assist with this) or screening software. Record also in the PRISMA flowchart.
If it has been over 12 months between performing your searches and publishing your review then it is advisible to update your searches before your review is published. EndNote can help you to identify new records published since your original search.
Removing duplicates from a large EndNote Library
If you have a very large EndNote Library then we recommend that you follow the steps outlined in the link below by Jane Falconer from the London School of Hygiene and Tropical Medicine, which offers a time saving method to remove duplicates.
Removing duplicates from an EndNote library
Don’t forget to make a compressed back up of your EndNote Library before you start to remove duplicates and ensure you have a record of the total number of references before duplicates are removed for your PRISMA flowchart.
Screening references for relevance using EndNote
You can use Groups to help you screen references within EndNote. Bramer, Milic and Mast have proposed detailed methods on how to do this, including how to compare EndNote libraries where there are multiple reviewers involved in the screening process.
Reviewing retrieved references for inclusion in systematic reviews using EndNote
Bramer, W. M., Milic, J., & Mast, F. (2017). ‘Reviewing retrieved references for inclusion in systematic reviews using EndNote’, Journal of the Medical Library Association 105(1), pp84–87. doi: https://doi.org/10.5195/jmla.2017.
This paper describes the logistics of a method to perform the title and abstract screening, verdict assignment, and comparisons of results among multiple reviewers in EndNote. The process is blinded; all reviewers work in their own EndNote files, and after the individual inclusion and exclusion processes, the verdicts of the different reviewers are compared.
Sharing your Endnote Library
If you’re working with other researchers on a review, you may need to share your EndNote library.
If you want to perform blind screening of references then library sharing will not be suitable as you can see the changes made by others. Blind screening can either take place in separate EndNote libraries or you can consider using screening software instead.
Sharing your EndNote library.
Using separate EndNote libraries for blind screening
Screening software options