There are many tools available for screening references. EndNote is commonly used for both reference management and screening. If you want to use software that is purpose-built for screening, two options are SUMARI and Rayyan. Basic guidance for each is found on this page.

SUMARI is a subscription tool provided through the TWU Library. You will have to create an account and register, but the cost is covered.

Rayyan is an online tool that has both free and subscription-based options. TWU does not subscribe to this software, but the free version should be sufficient for student use.

EndNote is a free online and for-purchase desktop software intended for reference management. It can, however, also be used to screen references.

To access JBI SUMARI, you will need to create an OVID account, then create a JBI account, and then connect your JBI account with the TWU license for SUMARI.

1. access Joanna Briggs Institute (JBI)
2. create a personal OVID account by clicking on "My Account" and selecting "Create Account"
3. once signed into your OVID account, select EBP Tools > SUMARI (this is in the dark blue navigation banner); the JBI Login page will open in a new tab
4. register yourself as a new JBI user using the "Register New User" link
5. once you have created your JBI account, click "login" to return to the JBI Login page
6. click "Request Access" to authenticate your JBI account with TWU's license
7. fill in your username and password and click "submit"; it will say "account already exists"
8. go back to OVID and select EBP Tools > SUMARI
9. click "allow"

Once you're in SUMARI you can click the "Create" button to set up a new project.

The video below walks you through how to import studies into SUMARI, but assumes that you have already prepared a file containing your studies in XML or RIS format.

If you are importing a large number of records, such as all of the results following a search, you can follow the directions found on the EndNote guide for exporting results manually from an EBSCO database.

If you are importing a small number of specific studies into SUMARI, you can follow the same manual export instructions, but do so for each one of the identified studies.

After you have exported your desired records from the database as an RIS file, you can import that file (which is now in RIS format) into SUMARI.

Follow the video below for instructions on importing your file, once you have exported the records you need from your database.

SIGN UP

Sign up for a Rayyan account using your choice of email and password (you will not already have an account linked to your TWU credentials, and you can choose to use your Trinity or personal emails). Make sure to click the link for the free membership in "to continue as free, click here" (shown in the screenshot below).

SET UP

Tracking

Make labels to track each round of the screening process:

• ti/ab screen

• not retrieved

• fulltext screen

Each article must be labelled, and must have only ONE label to prevent double-counting.

Exclusion reasons

Look at the stock exclusion reasons and see if you need to add anything based on your particular question. Use these reasons to explain why articles are not included in your final set.

GET HELP

Watch the Rayyan Systematic Review Tutorial to get started.

Use the help centre's articles for specific guidance:

• Create a review
• Upload references
• Screen references

Also see this excellent libguide from McGill on using Rayyan for systematic reviews.

These video tutorials show how to set up EndNote for screening.

1. EndNote Web for Literature Reviews - Demonstrates how to set up EndNote and use it for literature reviews.

2. Manual export/import for use when direct export isn't working in EBSCOhost.

3. Sharing EndNote Groups with others.

See the EndNote Guide for more information on using various EndNote functions.