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In your preferred citation management tool (such as RefWorks or Zotero):

1. Collect all references.
2. Record necessary numbers for your PRISMA diagram.
3. Perform deduplication of references.
4. Record number of references in deduplicated set.
5. Import the deduplicated set into a new Rayyan project.

In Rayyan:

1. Complete all title/abstract screening.
2. Record number of references in included set (if you found additional duplicates during title/abstract screening, be sure your numbers reflect this).
3. Export included items to a new Rayyan project.
4. Obtain full text of references and make available to screeners (a shared cloud storage folder outside of Rayyan is a good place to store full text for the team).
5. Complete full text screening.
6. Record final number of references included.
7. Export included records into your preferred citation manager as a separate project library (RefWorks) or a Group Library (Zotero) to ensure they remain walled off from your original set of references and any other projects you're working on.

Hi, all,

I have faculty and students who are starting to use Rayyan for their systematic review screening, and looking for guidance from me. My initial understanding of a feasible workflow would be something like this, and would take place after they'd done all their searches, and imported all the records into a citation manager (RefWorks, generally, although some may be using Zotero):

1. Complete the deduplication process within their citation manager.
2. Import the deduplicated set into Rayyan.
3. Complete all screening.
4. Export the set of records they've selected for inclusion into a separate RefWorks project library or a Zotero Group (to ensure it remains walled off from their original search set and/or any other projects they may be working on).

It's mainly step 4 I'm trying to confirm. If you use Rayyan for screening, is this the process you'd use? I'm open to any recommendations you may have!

Thanks,

Hilary