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Systematic and Systematic-like Reviews

Tools and Software - Planning

You should plan in advance how you will manage the files and records for your review.

  • Deakin University has a Systematic Review Planner document which you could adapt. It's available from Deakin's Systematic and systematic-like review toolkit.
  • A PRISMA flow diagram will be useful for organising a workflow for your review, including recording the number of results you have after each stage of the screening process.
  • JBI SUMARI and Rayyan are specifically designed to help you manage all the steps of a systematic review, while the groups and de-duplicating functions of EndNote will be really useful, especially if combined with thematic tagging in Nvivo (see below).

  • The Systematic Review Toolbox is a constantly evolving online catalogue of tools for all systematic reviews, including software, critical appraisal, reporting standards, and guidelines. You can search by discipline, cost (including free), and stage of review.

Tools for Organising and Analysing Your Literature


EndNote is a reference management software that you can use to download this tool and use it to organise your references, store your PDF files, and generate in-text citations and reference-lists. For information on how to download and use EndNote, go to our EndNote guide.

EndNote is particularly useful for systematic reviews as (among other things) it enables you to:

More detailed information can be found in the University of Newcastle's guide, EndNote tips for systematic reviewers.

For help with EndNote, contact a Faculty Librarian or attend an EndNote online workshop - see Join library workshops.


NVivo can be used in systematic and systematic-like reviews to code and analyse qualitative data. The Research Office conducts online workshops on NVivo - check the Researcher Training Calendar.

NVivo can be also be used in conjunction with EndNote. For information, see the Library's guide on EndNote and NVivo for Literature Review.

Systematic Review Software


SUMARI System for the Unified Management, Assessment and Review of Information - is published by the Joanna Briggs Institute at the University of Adelaide. "JBI SUMARI facilitates the entire systematic review process, from project and team management to writing of the final report." [from]. It has 10 different methodologies for 10 different types of research questions. 

JBI SUMARI is available to Charles Sturt users. For instructions on how to access JBI SUMARI, and on how to accept an invitation to participate in a project, see the Access to JBI SUMARI box below.


Rayyan is a free online tool that can be used for screening and coding studies in a systematic review. It supports collaboration between reviewers, and includes a mobile app for screening. For more information about this tool, see McGill University's Rayyan for Systematic Reviews guide.


Produced by The Cochrane Collaboration, Covidence is a software for systematic review management. It's highly respected and available for individual subscription through their website. (Charles Sturt currently does not hold an organisational subscription). A trial version is available for reviews with 500 citations or fewer.

Access to JBI SUMARI

Access to SUMARI 

On 31 January 2022, JBI introduced a new login process for JBI Tools, of which SUMARI is one. 

  • If you are a new SUMARI user, you will need to set up an account. Go to Ovid's JBI Tool Login Options and follow the instructions for new JBI Tool users.
  • If you had an existing Sumari account before January 2022, go to Ovid's JBI Tool Login Options and follow the instructions for Existing MyJBI users who have never accessed via Ovid before.


Joining a SUMARI project

SUMARI project owners can send invitations to other users to participate in a project as a secondary reviewer. If you are invited to participate in a project you will receive an invitation by email:

To accept an invitation to participate in a JBI SUMARI Project you need to have already created a JBI SUMARI account. See notes above.

Once you have your current JBI SUMARI account set up, you can accept an invitation to join a project, by clicking on the link in the email.

Please note that invitation URLs expire within 72 hours of being sent. If an invitation URL expires then the project owner will need to issue a new invitation.

When you click on the invitation link, you will get the options to log in to SUMARI via MYJBI or via Ovid. Both will work, but the via Ovid method is simpler.




When you have logged in to SUMARI, a semi-transparent green message should briefly (5 seconds) appear in the top right of the SUMARI window confirming your access to the project, and the new project should appear in your list of JBI Sumari Projects:


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