CRS videos and Quick Reference Guides

The CIS support team created short video tutorials that are convenient to watch, along with accompanying PDF guides.

Access and basics

What account should you use to log into the CRS? Who has access? - Oct 2017

Video (2:14mins) PDF Quick Ref Guide

The dashboard - what the dashboard is and how to add items and remove items - Feb 2018

Video (1:44 mins) PDF Quick Ref Guide

What is a segment? - Oct 2017

Video (2:17 mins) PDF Quick Ref Guide

Layouts

Layouts - CRS Webinar - Jun 2019

Video (14:03 mins)

Q&A from New Layouts CRS Webinar (various questions including on the Classifier & deduplication) - June 2019

Video (14:00 mins)

Folders

How to add and remove records from folders - how to use the various options for adding records to folders - Feb 2018

Video (2:32 mins) PDF Quick Ref Guide

Working with folders - how to add new folders, rename, share and delete them - Feb 2018

Video (2:08 mins) PDF Quick Ref Guide

CENTRAL and CRS

Publishing to CENTRAL routines - October 2018

Video (12:22mins) PDF Quick Ref Guide

Publishing to CENTRAL - the automated duplicates check - Apr 2019

        Video (5:03 mins) PDF Quick Ref Guide

Adding included studies to CENTRAL - how to add studies that have been included in a Cochrane review to CENTRAL via CRS - Feb 2018

Video (3:33 mins) PDF Quick Ref Guide

Identifying records in your segment, register and with your Group tag in CENTRAL - how to find records in your segment and register in CRS - Feb 2018

Video (2:48 mins) PDF Quick Ref Guide

Searching

Finding records through simple search - Apr 2019

      Video (3:34 mins) PDF Quick Ref Guide

Searching CENTRAL - how to search CENTRAL via CRS - Feb 2018

Video (4:20 mins) PDF Quick Ref Guide

How to search CENTRAL, specialised registers and segments via CRS, and the difference between them - Mar 2019

      Video (2:09 mins) PDF Quick Ref Guide

CRS Search syntax - July 2019

PDF Quick Ref Guide

Searching and Cochrane Crowd decisions: what is the Cochrane Crowd search, and how can I apply it to a search in CRS? - April 2019

PDF Quick Ref Guide

How to convert a search from CENTRAL via Wiley or CRSO to CRS - May 2018

Video (6:05 mins) PDF Quick Ref Guide

ClinicalTrials.gov interface

An overview of the CT.gov interface in CRS, how to search it and import records - May 2018

Video (4:54 mins) PDF Quick Ref Guide

ClinicalTrials.gov: restoring excluded records - how to restore CT.gov records that you've previously excluded from your CRS segment - Feb 2018

Video (1:03 mins) PDF Quick Ref Guide

Working with records

Working with records: how records look in the CRS, and the functionality you have access to within the "Fields" tab - May 2018

Video (4:18 mins) PDF Quick Ref Guide

Record listing and field preferences - Mar 2019

Video (1:35 mins) PDF Quick Ref Guide

Viewing and editing Register records - Mar 2019

Video (1.30) PDF Quick Ref Guide

Working with records: an overview of the tabs (other than the fields tab), and what to do about the message "This record matches someone else's, and some fields are different to yours. Click here to see them" - May 2018

Video (4:29 mins) PDF Quick Ref Guide

Adding and removing attachments from CRS records - Mar 2019 

        Video (1:33 mins) PDF Quick Ref Guide

Global editing records: how to use the global edit feature to change a batch of records in CRS - Jul 2017

Video (5:48 mins) PDF Quick Ref Guide

How to exclude records from CRS - Jul 2017

Video (3:29 mins) PDF Quick Ref Guide

Tracking

What's what on the tracking screen - Apr 2019

      Video (6:26 mins) PDF Quick Ref Guide

Finding included studies through the tracking screen - Apr 2019

      Video (3:23 mins) PDF Quick Ref Guide

Sending records to authors via the tracking screen - Apr 2019

       Video (4:04 mins) PDF Quick Ref Guide 

How to use tracking for older reviews - how to add references previously sent to an author for a review to the tracking screen - Feb 2018

Video (5:02 mins) PDF Quick Ref Guide

Screening records

Triaging - tools to help you to screen records in CRS - Feb 2018

Video (2:11 mins) PDF Quick Ref Guide

Highlighting text: how to highlight words within a reference’s abstract to help with screening records for inclusion in a review group’s trials register - Feb 2017

Video (5.26 mins) PDF Quick Ref Guide

Classifier

Using the RCT Classifier - April 2019

 Video  (6.06 mins)     PDF Quick Ref Guide

Deduplicating records

De-duplication process in CRS - Dec 2019

Video (14.07 mins) 

How to remove a duplicate from a list of references, by merging records together - May 2018

Video (3:28 mins) PDF Quick Ref Guide

Import

Guided import of records into CRS - July 2021

Video (5.46 mins)  PDF Quick Ref Guide

Classic Import of records into CRS - basics - Feb 2018

Video (3:56 mins) PDF Quick Ref Guide

Which import filter should I use? - November 2017

PDF Quick Ref Guide

Import error: explains why you might get the message “An unusually low number of bibliographic fields were found in the upload process for some fields” - Feb 2017

Video (3:19 mins) PDF Quick Ref Guide

Classic Importing options - importing records into CRS: the different options for new and existing records - Feb 2018

Video (4:10 mins) PDF Quick Ref Guide

Creating import filters - how to create your own import filters in CRS - Feb 2018

Video (3:24 mins) PDF Quick Ref Guide

Export

How to export records - takes you through the different options for exporting records from CRS - Feb 2018

Video (1:57 mins) PDF Quick Ref Guide

Sending records to Covidence - Jan 2020

Video (4:29) PDF  Quick Ref Guide

HarmoniSR guidance

This video looks at the HarmoniSR guidance, which determines the correct format for records that will be published in CENTRAL - May 2018

Video (7:39 mins) PDF Quick Ref Guide

Screen4Me

Using the Screen4Me service in the CRS - March 2019

   Video (40 mins)   PDF Quick Ref Guide

Retractions

How to deal with retractions in CRS - October 2018

PDF Quick Ref Guide

Retracted publications (CRS & CENTRAL) - CRS Webinar - Jun 2019

Video (11:38 mins) 
 

Last update: Dec 2021