A guide to Sysrev for collaborative literature and document reviews

Starting a new project:

Once logged in, create a new project by clicking the New button:

If you created your account with your CMU email address and have access to CMU's enterprise account, you should see an option to choose CMU as the project owner. Choose CMU from the Owner drop-down menu and then decide if you would like your project to be publicly viewable (this does not include public access to attached files) or private, viewable only by you and your collaborators, by clicking on the appropriate radio button.

Transferring a project from a personal Sysrev account:

If you had already created your own personal Sysrev account and have a project you would like to transfer into the CMU enterprise account, after you have requested access to the CMU enterprise Sysrev, go to your project. Choose Manage -> Settings, and then click Transfer Project.

Sysrev projects often include the use of multiple sub-projects to manage different review phases. There are two ways to create sub-projects from an existing Sysrev project, child projects and clones. Note that these are not hierarchically nested with the parent project, but will simply appear as an additional project in your account. Thus, we recommended using a project naming convention that will help keep your projects organized.

Child projects

Child projects allow you to select a filtered subset of records from an existing project and create a new project from that subset. Child projects do not carry over existing labels or label answers but do carry over attached PDFs.

1. To create a child project, go to the Articles tab and set your filters to create the desired subset of your existing project. For more information about filtering, see the Filtering and Workflows tab.
2. Once you have created the filtered set, copy the URL in the URL bar.
3. Create a new project, which will be your child project, as described in the section above.
4. Under Add Documents in the new project, click Project. Then click in the space below "Import articles from another project".
5. Paste the URL from your filtered set and click Import.

A quick video demonstrating child projects is available on the Sysrev YouTube channel.

Clones

Cloning a project allows you to create a duplicate of the project including the option to carry over all articles, labels and/or label answers. You cannot choose a subset of articles when cloning a project.

1. From the Overview page of your existing project, click the Clone button.
2. From the pop-up box, choose the parts of the project you would like to carry over into the cloned project by clicking the checkboxes.
3. Choose the owner of the cloned project. If you would like this new project to take advantage of the premium features of the CMU enterprise account, choose CMU as the owner.

Adding Team Members

You can add as many team members to your Sysrev project as you like. Note that your collaborators do not need to be CMU affiliates in order to be added to a CMU enterprise project. To add members to your project, simply go to the Overview page of your project and either send the Invite link (in the box under Invite others to join) to your collaborators, or add their emails to the box under Send invitation emails. Invitees will be prompted to create Sysrev accounts before being added to the project.

Managing User Roles

There are three role settings (or permission levels) in Sysrev projects: Owner, Admin and Member. Owners and admins are able to make changes to individual permissions as follows.

1. Go to Manage -> Settings
2. Use the drop down menu under Manage Permissions to choose the member whose permissions you would like to change.
3. Use the second drop down menu to change their permissions level.
4. Click the plus button and then Save Changes.

Understanding User Roles

Each role has different access levels for the various tasks and functions in Sysrev. Below is a table indicating the different tasks and features that each user role is able to access.

Removing Team Members

Team members can be removed from a project by going to Manage -> Settings. In the Members section of the page, click the (omit symbol) next to the user's name.