SLRSystematic Literature ReviewFrom Literature Discovery to Publication

STAGE 2 · GUIDED REVIEW WORKSPACE

1. Protocol and Eligibility

Confirm the review rules before screening.

Step 1 of 7
Protocol and eligibility rules
Apply the same written inclusion and exclusion criteria to every record. Mark insufficient information for full-text review.
Step by step: Transfer the Stage 1 protocol draft, agree how eligibility will be applied, and record approved changes. Your work is saved in this browser; all seven steps feed the final Stage 2 Portfolio. Export a backup when finished.
Stage 1 handoff check

Have these items ready before confirming the protocol and beginning any screening:

  • Stage 1 scope, research questions and draft eligibility criteria
  • Search log with database names, exact queries, dates, filters and result counts
  • Original database exports, including abstracts and identifiers where available
  • A saved copy of the Stage 1 portfolio

If a key item is missing, return to the relevant Stage 1 step and complete it first. Screening decisions belong in Stage 2 and must follow the confirmed protocol.

Stage 2 output worksheetRecord your decisions and evidence here. Use separate tool pages for software setup; keep the complete record-level dataset in your selected review system.
ESTIMATED HANDS-ON TIME20–30 min
You are ready to continue when

The Stage 1 scope, questions and draft eligibility rules are checked; the protocol version is confirmed before screening.

Tools and prompts for this stepLearn the software on its own guide. Return here to record verified outputs.

Protocol and Eligibility

Confirm the review rules before screening.

Complete the protocol check before beginning the pilot.
Saved locally as you type
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