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JBI SUMARI

JBI SUMARI is a web-based software platform that facilitates the entire systematic review process from protocol to report.

Setting Up the Rules for Study Screening

Video Demonstrations

The following videos show how to select rules for screening (number of time each record needs to be screened, who will manage conflicts, and reasons for study exlcusion) and how to set up highlighted keywords.

JBI SUMARI Knowledge Base: Uploading search results into JBI SUMARI and the study screening process

Title/Abstract Screening

Video Demonstration

The following video shows how to perform title/abstract screening in JBI SUMARI.

JBI SUMARI Knowledge Base: Uploading search results into JBI SUMARI and the study screening process

Acquiring Full-Text

Since JBI SUMARI is unable to store PDFs, your review team will need to have identified a shared and protected space for full-text review. One option is to share your EndNote Library.

All users can export a list of records.

  1. On the [Screening] page select [Export Records]
    Screenshot showing "screening" tab with number 1 next to it then "export records" button with number 2 next to it

  2. Select the file format desired (.DOCX, .CSV, .RIS, .XML). We recommend using the .XML file type.
    Screenshot of Export Studies menu with the .XML option selected for Type

  3. For the Screening stage, select "Title and Abstract Screening," since this is moving from title/abstract screening to full-text screening.
    Screenshot showing Export Studies menu with "Title and Abstract Screening" selected from the dropdown for screening stage

  4. Select the screening level and which studies are to be exported (All, Included, Excluded). We recommend choosing "included" for screening full text.
    Screenshot showing Export Studies menu with "Included Studies" selected from the dropdown for studies

  5. Select Export to download the file. This may take a few minutes depending on how many records you're exporting. You now have a file that can be uploaded to an EndNote library that can be shared among your group members.
    Screenshot showing step

Edit EndNote Full-Text Preferences

EndNote allows users to find full-text articles for the references in their library by enabling 1) Web of Science Full Text Links, 2) DOI (Digital Object Identifier), 3) PubMed Linkout, and 4) OpenURL. If EndNote cannot find the full text file, it will often be able to attach the URL of the provider's Web page for the article for easier future access.

  1. Go to the Edit menu and choose Preferences.
    Screenshot showing step
  2. Check the boxes for 1) Web of Science Full Text Links, 2) DOI (Digital Object Identifier), 3) PubMed Linkout, and 4) OpenURL.
    Screenshot showing step
  3. Enter the OpenURL path (Contact the Library for this information)
  4. Enter the authentication URL (Contact the Library for this information)
  5. Click OK.

Direct EndNote to Locate Full-Text

You will need to review all the records for which the full-text was not found as some publishers do not allow their data to be accessed through this feature in EndNote or because of inaccurate citation information. The following providers/platforms have restrictions: EBSCO, JSTOR, OpenAthens, Wiley (only allows URLs, not PDFs) and ScienceDirect/Elsevier (only allows URLs, not PDFs). 

 

Steps:

  1. Select up to 250 references for which you want to locate full text.
  2. Go to the References menu and choose Find Full Text > Find Full Text. You may be prompted to authenticate using your TouroOne credentials.
    Screenshot showing menu options
  3. EndNote will start searching and show its progress in the section "FIND FULL TEXT."
    Image showing Find Full Text sidebar with options for searching, found PDF, found URL, and not found
  4. A clip icon will be placed next to a reference if its full text is found and attached. You can manually attach PDFs to an EndNote record when the full-text is not automatically retrieved or immediately available.

Submit Interlibrary Loan Requests for any articles you are unable to find in the TUN Library collections or that is available open access. Requests generally take a minimum of 2-3 business days for processing.

Full-Text Screening

Video Demonstration

Covidence Support Articles