Citation Management

The Protocol and a Lab Notebook

Developing a protocol allows one to begin thinking about the data management requirements of your project. This includes extensive documentation of the process that produces the final sample of studies used in the review.

Best practices calls for the creation of a lab notebook and with updates on a regular basis as the systematic review proceeds to keep track of progress on the project and to document important decisions and changes in the project as it proceeds. 
These documented details can be valuable in the event of staffing changes or lapses in the project timeline, and may be particularly helpful in development of a final manuscript.

Managing and Screening Citations

There is no "one size fits all" system for tracking the flow of database citations or records and articles through the screening process. The best option for you will depend upon the amount of literature retrieved, the number of personnel on your project, and your comfort/familiarity with available software.