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Intro to Review Literature

This is an introduction to narrative and systematic review literature. This explains some basics: review types, database selection, search methods, Boolean strategy, and citation management,. It also describe managing workflow.

Citation Management

Database individual accounts

  • Manage citations
  • Save searches (Boolean and search sets)
  • Access full text via database HTML links, or linked PDF files
  • You cannot link or save PDF files that aren't in the database record
  • You can send citations to citation management programs
  • You can create a rough bibliography (not in text) citation for pasting into a document

Citation management programs

  • Manage citations in a personal database
  • Insert formatted citations (both in text and bibliography) into your word processing program
  • Change citation styles throughout a document
  • Attach files to references (types may vary according to the manager)
  • All have some type of sharing, but details and maximum number of users vary according to the manager

RefWorks: A cloud-based system (log in online)

  • Works with Google Doc and Microsoft Word

EndNote: A client-based system (downloadable program) with a cloud space for back-up.

  • Works with Microsoft Word and other traditional client-based word processing programs
  • Manual or automatic sync with the cloud space

These two systems are fully supported by UGA Libraries. Get them for free through UGA Libraries. You can get one-on-one assistance and training from a UGA Librarian. There is also a toll free technical support number.

Mendeley: A client-based system (downloadable program) with cloud space for back-up.

  • Works with Microsoft Word ano other traditional client-based word processing programs
  • Contains user profiles, and allows you to browse or follow users
  • Has a free tier and a pay tier
  • NOT supported by UGA, but some librarians or faculty may have expertise


Combine EndNote, Excel and Google Forms

In this example, a faculty member is keeping track of search strategies in an Excel file. Each strategy has a number. The citations pulled for each strategy are placed into EndNote X7 Groups for organization. He creates a separate group for all search strategies in order to use the "Find Duplicates" feature. This is one way to do this. In the new EndNote X8, you can also use Group Set titles to see a total for the sets in the group. This will allow you to highlight references for "Find Duplicates". However, there may be reasons to keep duplicates in a separate set. Ask a librarian who is also a citation management trainer for advice with workflow.

The video also shows using a Google Form to streamline and standardize analysis notes. Many of your librarians are familiar with Forms and with a UGA program called Qualtrics. Discuss additional software and programs with your librarian.

Sample of video starts at 3:41, but you are welcome to select "Play from beginning" for the entire video.

Excel charts

Run a Google Image search on "lit review matrix", and you're likely to find many free spreadsheet examples and templates. Many are without source information, so use free downloads with caution, and watch out for potential malware!

Lit Review Matrix Google image search resultsHeader suggestions for a narrative review taken from a free Google template:

  • What is the research question/ hypothesis?
  • How does the author study the issue? (methodology)               
  • What did the author find? (analysis/discussion)
  • What are the unanswered questions? (for further research)