The CIS support team have created short video tutorials that are convenient to watch, along with accompanying PDF guides.
There are more coming soon, but if you have any requests for short video how-tos, please contact the CIS Support team: firstname.lastname@example.org
Access and basics
What account should you use to log into the CRS? Who has access?
The dashboard - what the dashboard is and how to add items and remove items
What is a segment?
Overview of layouts - An overview of the different screen layouts in CRS Web
How to add and remove records from folders - how to use the various options for adding records to folders
Working with folders - how to add new folders, rename, share and delete them
CENTRAL and CRS Web
Publishing to CENTRAL routines - updated October 2018
Publishing to CENTRAL - the automated duplicates check NEW!
Searching CENTRAL - how to search CENTRAL via CRS Web
Adding included studies to CENTRAL - how to add studies that have been included in a Cochrane review to CENTRAL via CRS Web
Identifying records in your segment, register and with your Group tag in CENTRAL - how to find records in your segment and register in CRS Web
Searching CENTRAL vs searching registers vs searching segments NEW!
How to search CENTRAL, specialised registers and segments via CRS, and the difference between them/
Searching and Cochrane Crowd decisions: what is the Cochrane Crowd search, and how can I apply it to a search in CRS Web?
Video (6:31 mins)
How to convert a search from CENTRAL via Wiley or CRSO to CRS Web.
An overview of the CT.gov interface in CRS Web, how to search it and import records.
ClinicalTrials.gov: restoring excluded records - how to restore CT.gov records that you've previously excluded from your CRS segment
Working with records
Working with records: how records look in the CRS, and the functionality you have access to within the "Fields" tab.
Record listing and field preferences
Viewing and editing Register records
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".
Adding and removing attachments from CRS records NEW!
Global editing records: how to use the global edit feature to change a batch of records in CRS Web.
Video (5:48 mins)
Links between studies and references: how to go a reference from it's linked studies
Video (5:49 mins)
How to add a reference to a study
Video (5:05 mins)
Matching a study to a review: explaining the links between CRS Web and Archie.
Video (5:08 mins)
How to exclude records from CRS Web
Video (3:29 mins)
Excluded records: where do they go?
Video (3:01 mins)
What's what on the tracking screen NEW!
Finding included studies through the tracking screen NEW!
Sending records to authors via the tracking screen NEW!
How to use tracking for older reviews - how to add references previously sent to an author for a review to the tracking screen
Triaging - tools to help you to screen records in CRS Web
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.
Video (5.26 mins)
Using the RCT Classifier
Creating new deduplication filters - how to create a deduplication filter in CRS Web
Deduplicating and merging one or more records.
Dealing with duplicate legacy records from CRS stand-alone: how to manage records when you get the message: "One of more of these records contain duplicate group records. These must be dealt with before you can action the duplicate records found.
How to remove a duplicate from a list of references, by merging records together.
Importing records into CRS Web - basics
Which import filter should I use?
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”.
Video (3:19 mins)
Importing options - importing records into CRS Web: the different options for new and existing records
Creating import filters - how to create your own import filters in CRS Web
How to export records - takes you through the different options for exporting records from CRS Web
This video looks at the HarmoniSR guidance, which determines the correct format for records that will be published in CENTRAL.
Using the Screen4Me service in the CRS
How to deal with retractions in CRS Web