Account Manager

•  Create/edit a user account (3:30) Creating a user account (with free 1 month trial)
•  Purchasing access online (5:25) Purchasing user account extensions or review sharing
•  Inviting a user into your review (1:13) Giving others access to your shared reviews
•   Paying an Outstanding Fee (PDF Doc) Settling a preset "Outstanding Fee" via the Account Manager

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Initial Steps

•   A PowerPoint presentation covering the basic features of ER Web can be found here.
•  Introduction (3:07) Introduction to ER Web.
•  Further information (5:09) A further look at ER Web's features.
•  Setting up a typical systematic review (7:36) Starting a review - the basic steps.

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Bringing in Search Results / References

•  Importing (3:37) Bringing references into your review, including manually creating an item, importing search results, and search logs.
•   Viewing References -: The References tab and how to use it.
•  Using the RIS EXPORT utility (4:41) How to convert your search results into a RIS formatted file, to import into EPPI Reviewer.
•   Finding full-text papers -: We cover finding full-text papers using reference management software here.
•   Importing References -: A detailed document on importing references can be found here.
•   Importing Refs -: An older version of the Importing Refs doc, covering ER 4 as well as ER 6, is stored here.
•  Duplicates (3:37) Managing duplicate items in ER Web.
•   Manual Duplicates -: Manually creating duplicate groups, editing existing groups, etc.

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Codes

•  Editing codes (1:26) How to add, edit, reorder and deleting codes.
•   Codes - an introduction.
•   Codes and codesets - further information.
•   Importing Standard Codesets - a quick guide.
•   Outcome Codes - for setting up and utilising Outcome codes in ER Web. 
•   Entering numerical and outcome data - more details.

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Work Assignments

•  Creating reference groups (2:45) Includes assigning work to reviewers.
•  Work Distribution Wizard (4:46) A tool to automatically create coding assignments
•  Data entry modes, double coding and reconciliation (5:04) Comparison between multiple reviewers or working independently.
•  Comparison Reports (1:03) A report comparing multiple coders' work

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Reports

•  A Summary of Reporting Tools A document covering the various report types availabe in ER
•  Coding and Quick Question Reports (3:46) Coding Reports and Quick Question Reports.
•  More on the Reports Tab (3:01) Creating Frequency and CrossTab reports.
•  Configurable Reports (4:18) How to create a configurable report, for easier analysis in Excel.
•  Line-by-line PDF coding in EPPI-Reviewer Web (4:22) Highlighting and coding text, to identify analytic and descriptive themes, which can be presented in different report formats including conceptional relationship diagrams.

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Machine Learning

•   A specific guide to the Machine Learning facilities available within ER Web is available here.
•   A separate document on Priority Screening can be found here.
•   Stopping Criteria - when is it safe to stop Priority Screening.
•   We also have a specific guide to using Classifiers in ER Web here.
•   Check Screening - a new tool to check screening decisions.
•   The Clustering tool, which uses text-mining and hierarchical organisation to automatically code references, is documented here.
•   An introduction to using Microsoft Academic / OpenAlex (auto-updating & surveillance) in EPPI-Reviewer is available here.
•    Further information on OpenAlex can be found here.
•  Info on Automated Data Extraction using Large Language Models (e.g. ChatGPT) is here.

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Evidence Maps and Visualisations

•  Interactive evidence (gap) maps - Introduction (2:01) Using EPPI-Mapper with data from EPPI Reviewer.
•  Creating interactive evidence gap maps (5:09) Creating evidence gap maps with EPPI-Mapper.
•  EPPI Visualiser (7:13) A first look at EPPI-Visualiser

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Additional Notes

•   Confused about exclude codes and the Exclude FLAG? Check out the document on Flags.
•   Terms Tool - highlight relevant terms when screening
•   Auto-Advance & Hot Keys - using Hot Keys to select codes
•   Linked Items - multiple papers covering the same study, or similarly related.
•   PRISMA Diagrams - creating diagrams of your review
•   Meta-Analysis - setting up a meta-analysis in ER 6
•  Using the RIS EXPORT utility (4:41) How to convert your search results into a RIS formatted file, to import into EPPI Reviewer
•   Zotero Import and Export - importing and exporting to and from Zotero (including EndNote libraries with PDFs)

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