1. Zotero: Managing References for Systematic Reviews
Zotero: Managing References for Systematic Reviews – slides for a workshop held at the university of Maryland Libraries, College Park.
Date Created: 1/23/2019
Stephanie welcomes attendees and makes introductions.
Description: Learn how to use the Zotero citation management software to import, deduplicate, and manage citations compiled from literature searches conducted as part of a systematic review.

2. The Systematic Review Team
Eileen Harrington
Health & Life Sciences Librarian
Priddy Library Shady Grove
Sarah Over
Engineering
Librarian
STEM Library
College Park
Stephanie Ritchie
Agriculture & Natural Resources Librarian
STEM Library
College Park
Nedelina Tchangalova
Public Health Librarian
STEM Library
College Park
(Stephanie) We are librarians located on campus and off-campus, having different subject expertise. (Everyone introduces themselves)

3. Workshop Outline Reference Management Zotero Overview
Importing Citations from Databases
Organizing Citations
Deduplicating Citations
Exporting Citations
(Stephanie) Today’s agenda for the workshop is shown on this slide. Do you have any additional topics you would like us to cover?
Please save your questions until the end of the slides.
We will (READ LIST FROM SLIDE)

4. 1. Reference Management Why?!?
(Stephanie) Let’s start with a definition of reference management for systematic review.

5. Role of Reference Management Tools in Systematic Reviews
SAVE TIME!
Direct import from databases
Organization capabilities
Deduplication
+Collaborate and share with your colleagues
(Stephanie)
"In the context of systematic reviews, reference management programs facilitate the capture and organization of studies identified through electronic database searching, the identification and elimination of duplicate records from multiple database searches, the transfer of references to Cochrane RevMan and other systematic reviews software and the accurate citing of references within manuscripts [8,9]. Thus, an author’s decision to use, or not use, this software may impact on the accurate reporting of the number of studies reviewed for inclusion and exclusion in a systematic review." (Lorenzetti & Ghali, 2013)

6. 2. Zotero overview Getting Started
Zotero is one of the most commonly used reference managers and can be a very useful tool for some steps of a systematic review.

7. Want big impact Use big image.
Download Zotero from

8. Zotero Applications Online Free Limited Functionality Desktop Free
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. Take a couple minutes to login or set-up a new account
Zotero Setup
Circulate to help attendees get set-up
Take a couple minutes to login or set-up a new account

10. Zotero online
An example of the Zotero application online

11. Zotero Desktop
An example of the Zotero desktop application

12. Zotero General 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
General settings should be guided by the requirements and technology tools available to the systematic review team. For instance file sharing capabilities can be handled inside or outside of Zotero and Zotero can be configured to meet your needs.

13. Zotero Sync Settings
Sync allows you to keep the content of both the online and desktop versions of Zotero the same. It allow allows you to easily share the content of your library with a group.
Review other settings, but they are more a part of general Zotero use and not specific for its use in systematic review.
Set preferences for citation and file syncing between the online and desktop applications

14. From Research and Gray Literature Databases3.
Import Citations
From Research and Gray Literature Databases
(Stephanie) So how do you get citations for your systematic review into Zotero?

15. Importing: The Process is Easy (SO EASY)
Save Search
File ->
Import
Select File
(Stephanie)
Save file as .ris, BibTeX, Zotero RDF… options vary by databases. Must be a structured file that preserves fields – NO TEXT DOWNLOADS

16. Importing: Select the Type
(Stephanie)
Use File… Import to open Import wizard in Zotero

17. Importing: Select the Destination
(Stephanie)
Zotero will ask you to select if you’d like the citations imported into your Library (unfiled) or a new Collection. It can be difficult to locate items if you import unfiled in your Library so we recommend that you import into a Collection folder that can be deleted after you move the citations.

18. To Keep Your Workflow Under Control4.
Organizing citations
To Keep Your Workflow Under Control
Some tips for organizing content in Zotero for systematic review

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. Add tags to citations
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
One of the most important steps in managing citations for systematic review is deduplication.

22. DeDuplicating in Zotero
Zotero currently uses the title, DOI, and ISBN fields to determine duplicates. If these fields match (or are absent), Zotero also compares the years of publication (if they are within a year of each other) and author/creator lists (if at least one author last name plus first initial matches) to determine duplicates. The algorithm will be improved in the future to incorporate other fields.
Sort collection by author or title to easily scan for duplicates.
Review individual items (if needed) to determine if they were imported from different databases

23. DeDuplicating in Zotero
You can select the database formatting you prefer for each set of citations
Once merged the citation will disappear from the Duplicate Items view, and will appear as a single citation in your Collection
Merges will retain all of the collections and tags of the merged items; deleting one item will lose these data. Merges are also automatically recognized by the word processor plugins and don't affect your automatically generated citations and bibliographies.
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. For Citation Review Applications6.
Export citations
For Citation Review Applications
Once you are done compiling and deduplicating all the citations your systematic team will review, you will want to export them to a program that makes the review process easier

25. Exporting Collections
Right click on the Collection folder and Select.. ‘Export Collection’
Choose the format for application you will be using - generally .CSV
Select Export Notes if you use this field/have captured data from databases

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 delete these columns if exporting multiple collections
Delete (or hide) extra columns once you have exported and compiled all collections

27. Exported File
.CSV export retains the structure/fields of the data from Zotero

28. Data Cleaned Exported File
Depending on the tool selected for citation analysis, data will need to be cleaned
Please attend the Systematic Review Tools workshop for more in depth information and a chance to try out citation review tools.
Sample Data Prepared for Rayyan Upload

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