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Efficient Reference Management for Systematic Reviews Workshop

Learn how to use Zotero for managing references in systematic reviews. Save time, organize, deduplicate, and export citations effectively. Hands-on workshop to streamline your research process. Contact us for more information!

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Efficient Reference Management for Systematic Reviews Workshop

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  1. Zotero: Managing References for Systematic Reviews

  2. The Systematic Review Team Eileen Harrington Health & Life Sciences Librarian eharring@umd.edu PriddyLibraryShady Grove Sarah Over Engineering Librarian sover@umd.edu STEM Library College Park Stephanie Ritchie Agriculture & Natural Resources Librarian sritchie@umd.edu STEM Library College Park Nedelina Tchangalova Public Health Librarian nedelina@umd.edu STEM Library College Park

  3. Workshop Outline • Reference Management • Zotero Overview • Importing Citationsfrom Databases • Organizing Citations • Deduplicating Citations • Exporting Citations

  4. 1. Reference Management Why?!?

  5. Role of Reference Management Tools in Systematic Reviews • SAVE TIME! • Direct import from databases • Organization capabilities • Deduplication +Collaborate and share with your colleagues

  6. 2. Zotero overview Getting Started

  7. Want big impact Use big image. www.zotero.org

  8. Zotero Applications Online Free Limited Functionality • View Library • Manually add citations to Library/Collections • Limited Citation Editing • Group administration • Social (Follow People) • Forum and Support Desktop Free Complete Citation Management • Batch Import/Export • Batch Update Item Types, Notes and Tags • Drag citations between/into folders • Sync changes

  9. Zotero Setup Take a couple minutes to login or set-up a new account

  10. Zotero online

  11. Zotero Desktop

  12. ZoteroGeneral Settings • File Handling preferences can be important for sharing files with group members • Auto Tagging can help reviewers understand/filter citations • Groups may need to share all information

  13. ZoteroSync Settings Set preferences for citation and file syncing between the online and desktop applications

  14. 3. Import Citations From Research and Gray Literature Databases

  15. Importing: The Process is Easy (SO EASY) Save Search File -> Import Select File

  16. Importing: Select the Type

  17. Importing: Select the Destination

  18. 4. Organizing citations To Keep Your Workflow Under Control

  19. Organizing Citations • Create a separate folder for each database • Automatic on import of first set of citations from a database • Subsequent imports from that database may be added to that folder • Add the database name for each record • Often included in imported data, but be sure to keep a consistent format and field location for database sources

  20. Organizing Citations • Select a primary database. • This database can serve as the source of citations against which all duplicates will be deleted from other databases. • The primary database should conform to the expectations of your discipline. • Add tags to citations • Subtopic, outline section, and other organizing schema • Use numbering to get tags to display in order

  21. 5. deduplicate Citations From Multiple Sources

  22. DeDuplicating in Zotero

  23. DeDuplicating in Zotero Select Duplicate Items under My Library in the left menu Select an item from the list Click ‘Merge # items’ at the top of the right box if items are true duplicates

  24. 6. Export citations For Citation Review Applications

  25. Exporting Collections • Right click on the Collection folder and Select.. ‘Export Collection’ • Choose the format for application you will be using - generally .CSV

  26. Exported File • Citations will be exported into CSV (you can view in Excel, Google Sheets, etc.) with field names as column headers • Key column is auto-generated by Zotero • Many empty fields are also exported (depending on your citation types) but do NOT immediately deletethese columns if exporting multiple collections • Delete (or hide) extra columns once you have exported and compiled all collections

  27. Exported File

  28. Data Cleaned Exported File Depending on the tool selected for citation analysis, data will need to be cleaned Sample Data Prepared for Rayyan Upload

  29. Thanks! Any questions? You can always contact us at: systrev@umd.edu Please Complete the Evaluation! Presentation template by SlidesCarnival

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