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There are three things you need to do to set up your project in SRDR.
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Creating Your Project

After registering for an SRDR+ account you’ll be sent an email confirmation. Once you’ve confirmed your registration and logged in, you’ll be taken to your Projects page. You won’t see any projects listed just yet. So, you’ll need to create your first project. To do this, just click on the Create Project button.

Next, you’ll be prompted to give your new project a name and (if you want) a brief description. Then, just click the Create Project button.

You’ll then be taken to a page where you can finish setting up the preliminaries for your project.

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Enter Your Key Questions

Next, let’s set up the key questions for our project. Click on the Key Questions option under the Project Details tab.

This will take you to the page to set up the Key Questions (e.g., PICO questions) for your project.

Once you have entered your Key Questions, you’ll have the option to begin building out your data extraction form. You’ll find this button at the bottom right of the Key Questions page.

But, before you begin creating your data extraction template, you may want to add additional members to your team. You can always add team members later, but while we are on the setup, let’s go ahead and see how to add members and set their project roles.

Enter Project Members and Set Their Roles

Just as with the Project Information and the Key Questions, you’ll find the Members and Roles link at the top of the page under Project Details.


When you open the Members & Roles page, you’ll see the following.

Let’s walk through this.

First, you’ll need to enter the new team member’s ID (which will be the email they used to registered for SRDR+ ) to the project. Once someone registers for SRDR+, their email becomes their ID, but note the form of the email within the SRDR+ system. Instead of, their ID within the SRDR+ system would be

Second, you’ll define the new team member’s role. Each role has the ability to do different things in the project.

Leaders: Since you set up the project, you will be the default Leader and will have access to all functionalities within SRDR+. You can have more than one Leader per project. However, you will want to be careful designating leaders. Because they can change anything in the project (and even delete the project!), this can cause confusion and problems. This is especially true for leaders who do not have experience with systematic review projects or SRDR+. So, be judicious with designating someone a Leader.

Consolidators: These are members whose primary job is to serve as a referee between duplicate (or triplicate, etc.) extractions. For instance, if articles for your project will be double extracted (i.e., have two people extracting the same article for quality assurance purposes), then the Consolidator is the person who will judge between extractions when there is disagreement between extractors. Sometimes, you want a third person not involved in the initial data extractions to serve as a quality check.

Contributors: These members are the data extractors for the project.

Auditors: These are individuals who cannot make changes to the project, but who can view the project (e.g., as an additional quality assurance step).

Here is a full description of the different things the different roles can do.

Finally, once you’ve set the member’s role, just click Save Changes.

Note, if you ever need to add a new member to the project, you can always add them by clicking on the Project Details tab again and selecting the Members & Roles link. You can also add/modify Keywords and Project Information at any time as well.


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