RM 5 Userguide
RM 5 Userguide
1 User Guide
                              Table Of Contents
Welcome to RevMan 5.1 ________________________________________________________________ 1
Conventions __________________________________________________________________________ 2
  'Review' versus 'Full Review'                                                        2
  Using Menus                                                                          2
Reviews_____________________________________________________________________________      13
  Review types                                                                            13
  Intervention reviews                                                                    13
  Diagnostic test accuracy reviews                                                        13
  Methodology reviews                                                                     14
  Overviews of reviews                                                                    14
  Review properties                                                                       14
  Licence for publication                                                                 14
                                                                                     ii
                                                                        Table Of Contents
Tables ______________________________________________________________________________        28
  About tables                                                                               28
  Tables in main text                                                                        28
  Characteristics of studies tables                                                          29
  Risk of bias tables                                                                        30
  Summary of findings tables                                                                 33
  Additional tables                                                                          33
Figures _____________________________________________________________________________        45
  About figures                                                                              45
  Figures generated by RevMan                                                                45
  Risk of bias figures                                                                       46
  Creating a flow diagram                                                                    46
  Adding a figure from a file                                                                48
  Ordering and renumbering figures                                                           49
  Copying a figure to the clipboard                                                          50
  Saving a figure as a file                                                                  50
  Deleting a figure                                                                          51
  Trimming images                                                                            51
Feedback____________________________________________________________________________ 53
  About feedback                                                                     53
Review appendices____________________________________________________________________ 54
  Review Appendices                                                                   54
Notes_______________________________________________________________________________         55
  About notes                                                                                55
  Internal notes                                                                             55
  Footnotes                                                                                  55
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RevMan 5 User Guide
Counting words 58
Printing _____________________________________________________________________________      66
  Printing reviews                                                                          66
  Print preview                                                                             66
  Printing single sections                                                                  67
  Page setup                                                                                67
Preferences__________________________________________________________________________       69
  Preferences                                                                               69
  General preferences                                                                       69
  Files preferences                                                                         70
  Interface preferences                                                                     70
  Spell checking options                                                                    71
  Connection Preferences                                                                    72
Exporting ___________________________________________________________________________       74
  Exporting text                                                                            74
  Exporting references                                                                      74
  Exporting data                                                                            74
iv
Welcome to RevMan 5.1
Review Manager (RevMan) is The Cochrane Collaboration’s software for preparing and maintaining
Cochrane reviews.
RevMan facilitates preparation of protocols and full reviews, including text, characteristics of studies,
comparison tables, and study data. It can perform meta‐analysis of the data entered, and present the
results graphically.
In addition to reviews of studies of the effects of healthcare interventions, you can use RevMan to
write reviews of diagnostic test accuracy studies, reviews of studies of methodology and overviews of
reviews. This user guide focuses primarily on of Cochrane Intervention reviews, with special sections
for the features that are specific to the other review types.
Even if you are not new to RevMan, the Getting started section is a good place to begin.
We kindly ask you to cite RevMan whenever its output is used in works other than Cochrane Reviews.
RevMan is cited as: Review Manager (RevMan) [Computer program]. Version 5.1. Copenhagen: The
Nordic Cochrane Centre, The Cochrane Collaboration, 2011.
                                                                                                        1
Conventions
Conventions used in this user guide.
This user guide covers all four types of Cochrane review, but is focuses primarily on Cochrane
Intervention reviews because these are by far the most common. There are special sections for the
features that are specific to the other review types.
Using Menus
Menu actions will be described using the '>' sign. For example, "... use File > Import > Text of review"
means that you should:
    1.   Click on File on the menu bar to open the File menu.
    2.   Move the pointer to the Import section to expand its subsections.
    3.   Click on the Text of Review item.
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Getting started
Getting started
If you are new to RevMan, or to version 5.1, you might wish to begin by reading the following sections
of this user guide:
       Starting a review ‐ how to begin working on a new review.
       What's new ‐ lists the many changes since version 5.0 of RevMan.
       Tutorial ‐ self‐paced training that teaches you the basics of RevMan 5.1.
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RevMan 5.1 User Guide
4
                                                                                        Getting started
Starting a review
If you wish to use RevMan for a Cochrane review, you must base the review on a designated
template provided by your Review Group. However, you can also create reviews within RevMan for
purposes other than publication in The Cochrane Library.
Getting a review template
When your Review Group has prepared the template, they will either:
       send you the file, or
       let you know that it is ready for check out from Archie.
Tutorials
The RevMan tutorial provides an introduction to the process of writing a Cochrane review. There are
two tutorials, one for Intervention Reviews, and one for Diagnostic Test Accuracy Reviews.
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RevMan 5.1 User Guide
TO OPEN A TUTORIAL
    1.   Choose Help > Tutorial > Intervention Reviews (or Help > Tutorial > Diagnostic Test Accuracy
         Reviews).
         This opens the tutorial document PDF file.
    2.   Follow the instructions in the tutorial document.
Note: to open the tutorials, you must have software for viewing PDF files installed on your computer,
e.g. the free Adobe Acrobat Reader, available from
www.adobe.com/products/acrobat/readstep2.html.
Content guidance
This user guide is focused on helping you use the software, and does therefore not provide guidance
on review content or methodology. For such guidance please refer to the relevant Cochrane
handbook or section, see below.
The Help menu also includes links to the websites for the Cochrane Style Resource and the Online
Learning Modules.
If you need further assistance, please contact your Cochrane Review Group.
6
Using RevMan
Using RevMan
RevMan works on multiple operating systems (MS Windows, Mac OS and Linux) because it has been
developed using the Java Swing platform. This also means that RevMan will not always look the same
as programs developed specifically for your operating system.
You can choose between various sets of 'look and feel' for RevMan. These are different for each
operating system (see Interface preferences). In this user guide, we will use the Metal look and feel
for all examples.
You can run RevMan in either Standard or Non‐Cochrane mode, where the interface is simplified by
removing the Cochrane specific‐functionality (see General preferences). This user guide is based on
using RevMan in Standard mode.
Overview
At the top of RevMan's main window is the menu bar and the main toolbar. Each open review
document is displayed in its own window, which consists of an outline pane on the left and the
content pane on the right.
Panes
Panes are used in several places in RevMan, e.g. on the tabs for data and analyses.
There is a panel divider between any two panes. You can click and drag the divider to adjust the
relative size of the two panes. At one end of the divider there are two small arrow buttons, which can
be used to collapse one of the panes, or restore a collapsed pane.
Split view
You can split the Text of Review pane into two sections by using View > Split Text of Review. This will
enable you compare or reuse information from separate review sections with out having to jump back
and forth.
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RevMan 5.1 User Guide
Tabs
When you open a review, the content pane only contains the Text of Review tab, where most of a
review is edited. But some sections, such as references, have a special structure. When you open such
a section, a new tab is added to the content pane.
You can have an unlimited number of tabs open. To close a tab, click the 'X' in front of the tab name.
If you wish to close all open tabs, except for the Text of Review tab, use Window > Close All Tabs.
Tip: You can turn a tab into a separate window by double‐clicking the tab. You can turn such a
window back into a tab by minimising it.
Protected text
Blue is used for text that you cannot directly modify, such as fixed Headings.
Saving
Any change you make is immediately applied in the version you have open. You can use the save
button in the menu bar at any time, or you can wait until you have finished editing your review. See
Saving a review.
Tip: You do not have to save your work manually all the time, because RevMan automatically saves a
backup every 10 minutes. This is the default setting which you can change under General Preferences.
8
                                                                                           Using RevMan
Closing reviews
You can close a review by checking it back in to Archie, or by simply closing the main review window.
When you close a review by closing the main window, RevMan can offer a number of options:
       For a review checked out from Archie, and not saved locally after the checkout:
                If changes have been made, RevMan offers an option to check the review back in.
                If no changes have been made, RevMan offers an option for undoing the check‐out.
       For a review that has been saved locally (which may have been checked out before it was
         saved):
                If changes have been made since saving, RevMan offers an option to save the
                  review.
                If no changes have been made, the review is closed.
In all the options listed above, you can always click Cancel to return to the review without closing it.
Windows
Each review you open will have its own window inside RevMan. In addition, many functions will open
a separate window, and you can also transform tabs (see Using RevMan) into windows by double‐
clicking the tab.
For basic instructions on manipulating the size and location of windows, see the user documentation
for your operating system.
If you have more than one review open, you can use the following options in the Window menu to
arrange them:
       Tile Horizontally ‐ this arranges the review windows side by side.
         Tip: To maximize the width of the content pane while using this option, collapse the outline
         pane. (see Using RevMan).
       Tile Vertically ‐ this arranges the review windows from top to bottom.
       Arrange All ‐ this arranges all review windows in a grid. It is mainly useful for 4 or more
         windows.
Tip: All open windows are listed in the Window menu. If you have problems locating a previously
opened window, click its name in the Window menu to bring it to the front.
Welcome Window
The Welcome window opens when you start RevMan, unless you choose a different startup option.
This window allows you to:
       Go to My Reviews. See My Reviews.
       Open a review saved on your local machine. See Opening a review.
       Read user documentation (Tutorial, Handbook or Help).
Tip: Pause the mouse cursor over a particular option to see its description on the right hand side.
You can also choose a different startup option from the list at the bottom.
See also Interface preferences
Undo
Nearly all changes you make in RevMan can be undone with the Undo function. The maximum
number of possible undo actions is determined by the Undo History Size setting, which you can
specify under General preferences.
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RevMan 5.1 User Guide
TO UNDO AN ACTION
       1.   Click the Undo button.
TO REDO AN ACTION
       1.   Click the Redo button
Tip: Pause the pointer over the Undo or Redo button to see a tool tip describing what will happen if
clicked.
Renumbering
Some review elements are numbered. This includes comparisons and outcomes (in Intervention
reviews), tests (in Diagnostic reviews) and figures.
When a numbered item is deleted, the may leave a gap in the numbering sequence. You can use the
renumber function to correct this.
TO RENUMBER ITEMS
       1.   Click the parent element in the outline.
            For example, to renumber outcomes, click the parent comparison.
       2.   Click Renumber [element] on the outline toolbar.
Keyboard shortcuts
The following shortcuts are available in the Windows version of RevMan.
Action Shortcut
Bold Ctrl‐B
Clear Delete
Check Spelling F7
Copy Ctrl‐C
Cut Ctrl‐X
Find Ctrl‐F
10
                                                                                         Using RevMan
Help F1
Italic Ctrl‐I
New Ctrl‐N
Open Ctrl‐O
Paste Ctrl‐V
Print Ctrl‐P
Redo Ctrl‐Shift‐Z
Refresh F5
Replace Ctrl‐R
Save Ctrl‐S
Underline Ctrl‐U
Undo Ctrl‐Z
Note: You can type symbols directly into the text by pressing the Alt key while typing the Unicode
number. For example, Alt+20293 gives        . You can look up the Unicode number for a given character
in the Insert Symbol window.
Support
This section is about support for the software‐related aspects of using RevMan. For assistance with
review methodology, see the section on Content guidance.
If you need help with using RevMan, but cannot find the answer in this user guide or on the RevMan
website, you can ask you Cochrane Review Group for assistance.
If you encounter a possible bug in RevMan, or wish to suggest and improvements, you can send these
directly to the developer team.
TO REPORT A PROBLEM
     1.   Choose Help > Report a Problem.
          This opens the online problem reporting form.
     2.   Describe the problem as clearly as possible.
          If the support team cannot understand your report, it will take longer for them to help you.
          Describe the steps that led up to the problem, and the exact nature of the problem.
          Remember to include the exact wording of any error messages.
     3.   Submit the form.
          The support team will get back to you as soon as possible, usually within 24 hours on
          weekdays.
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RevMan 5.1 User Guide
TO SUGGEST AN IMPROVEMENT
     1.   Choose Help > Make a Suggestion.
          This opens the online suggestion form.
     2.   Fill in and submit the form.
See the RevMan web site at www.ims.cochrane.org/RevMan for more information, such as the FAQ
(Frequently Asked Questions).
12
Reviews
Review types
RevMan 5 can be used to produce all four basic types of Cochrane reviews, namely:
       Intervention reviews
       Diagnostic test accuracy reviews
       Methodology reviews
       Overviews of reviews
Intervention reviews
This user guide covers all four types of Cochrane review, but is written from the perspective of
Cochrane Intervention reviews because these are by far the most common. There are special sections
for the features that are specific to the other review types.
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RevMan 5.1 User Guide
It is not possible to conduct sensitivity analyses in RevMan by omitting individual diagnostic studies.
These analyses need also to be done outside RevMan.
See also Assessment of methodological quality tables, Data and analyses in diagnostic reviews,
Constructing data tables, Covariates, Entering data, Analysis graphs in diagnostic reviews
Methodology reviews
Cochrane Methodology reviews bring together the findings of studies relevant to the methods of
evaluating health and social care, sometimes with meta‐analyses of their results. The structure of
Cochrane Methodology reviews is very similar to the structure of Cochrane Intervention reviews but,
because the target of the methodological intervention is likely to be a research study (rather than a
person), some of the headings and subheadings have been changed to reflect this.
Overviews of reviews
For information on this type of Cochrane reviews, please see Chapter 22 of the Handbook.
Review properties
Cochrane reviews have an overall set of properties that can be viewed in RevMan. However, some of
these can be edited only in Archie.
General properties
The Review ID and DOI are identifiers used in Archie and The Cochrane Library.
The Review Number can be used as a short label for the review. It can be edited in RevMan.
The Version number shows the version number of the review in Archie.
The Version description contains the description of the latest version when a review is checked out. It
can be edited in RevMan.
Status shows if the review is active, withdrawn or inactive.
The Stage in RevMan can be either Protocol or Full Review. See the Handbook for details of these two
stages. The stages Vacant Title and Registered Title are used in Archie, but not in RevMan.
Keywords
This element of reviews is currently not used. Text for this section will be added when the element
comes into use.
MeSH terms
This element of reviews is currently not used. Text for this section will be added when the element
comes into use.
14
                                                                                           Reviews
In case of severe problems with your access to the online form, you might be asked to complete a
paper form generated from RevMan.
                                                                                                   15
Review/Protocol information
Title
The review title is shown at the top of the main text window, where it can be edited.
Note: when a review title has been agreed with the Review Group, authors should not change the
title without the agreement of their Review Group.
You can use italic, super‐ and subscript in review titles, but you cannot modify the font or size, nor
apply bold or underline.
Changing a review's title will not affect an existing filename used for the review (see Storing reviews
locally), but it will affect the overall title of the review in Archie when the review is checked in.
Authors
The byline and author affiliations shown at the top of the Review Information section are
generated automatically from the authors linked to a review.
You can use RevMan to choose the authors in the list and their order, but changes to the details for
the authors must be made in Archie.
An author is assigned to a review by linking the review with her record in Archie. This means that a
record must exist in Archie before an author can be added to a review. When an author has been
assigned to a review, her details are stored within the review file, but they cannot be edited in
RevMan. The contact details for author that are included in reviews are updated in two ways:
       automatically, whenever a review is checked out from Archie, the latest details for each
         author are inserted in the file;
       manually, by using the Refresh function (see below).
A review must have at least one author. If you create a review within RevMan (see Starting a review),
a temporary author that is not linked to the Archie server may be created. If you have entered your
name (under Preferences) this will be used for the author created, otherwise '[Empty name]' will be
shown.
The Contact person does not need to be in the list of authors.
When you make changes to the list of authors or the Contact person, RevMan does not check with
Archie if you have permission to do so. But when a review is checked in, your author changes will only
take effect in Archie if you have the relevant permission. The report shown after you check in a review
lists all changes to authors, and whether they were carried out or not.
Archie also allows setting up multiple author affiliations, by associating several of the person's
addresses with the review.
TO ASSIGN AN AUTHOR
    1.   Expand the Review information heading in the outline.
    2.   Right‐click the Authors heading and choose Add Author.
         The New Author Wizard opens.
    3.   Choose whether to add an author that is linked to Archie, or a local record.
         Note: Local records should not be used for Cochrane reviews.
    4.   Type the first name, last name or both.
         You can narrow your search to authors in one Review Group by using the Author in Review
         Group pull‐down list, or to those people with an author document role by using the Authors
         on This Review Only check box.
                                                                                                         16
                                                                           Review/Protocol information
    5.   Click Search.
         RevMan connects to Archie, and when the search is completed, the results are shown in the
         top right pane.
         Note: if you specify a Review Group, but leave the name fields blank, all authors from that
         group are retrieved. This will typically take some time.
    6.   Click the name of the author you wish to assign.
         If the person is not in the list, modify your search and try again. If you cannot find the person,
         they might not have a record in Archie. In such cases you should send the person's details to
         your Review Group so they can create the record.
    7.   Click Finish.
TO REMOVE AN AUTHOR
    1.   Expand the Review Information and Authors headings in the outline.
    2.   Right‐click the name of the person and choose Delete Author.
Citation example
RevMan will generate an example of how the review's citation will look based on the information
currently in RevMan, but the Year and issue information shown will not match what will be published
since that is dependent upon the actual issue in which the review is published. If a Last Citation Issue
is available (see Dates), that information will be used in the example citation, otherwise "[year]" and
"[issue]" will be used.
See also Contact person, Group authors
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RevMan 5.1 User Guide
Contact person
A Cochrane review must have a contact person. This is done by linking a review to a person record
in Archie.
Although the functionality is similar to that of Authors, the two sections are maintained
independently. The person used for the Contact person is usually one of the authors, but does not
have to be.
See Authors for information on how to modify the Contact person.
Group authors
If a team of authors wish to be cited as group, this can be achieved by using Archie's Group Author
functionality. Records for group authors can be linked to reviews just like any other Archie record.
Note: Group author records cannot have Archie user accounts, so authors that wish to work on a
review by connecting to Archie must be assigned to the review as individuals.
See Authors for information on how to assign authors.
Dates
You can add or modify the Assessed as Up‐to‐date, Date of Last Search, and Next Stage Expected
fields by using the calendar tool or typing in the date.
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                                                                        Review/Protocol information
                                                                                                19
Main text
Main text
The main text contains a number of fixed headings that must be in every review. These cannot be
modified, but you can add your own subheadings, see Headings.
Each text section can collapsed and expanded individually, see Collapsing and expanding sections.
Paragraph formatting
Formatting that can be applied at the paragraph level are bulleted and ordered lists, and indentation,
which can be used for creating nested lists (i.e. lists within lists).
Character formatting
You can format your text in the published review with bold, italics, underline, superscript and
subscript by using the buttons on the main toolbar.
You can also apply text marker (ie, a yellow highlight) within RevMan, but this formatting will not be
published (the highlighted text itself will be published, but without the highlighting). If you click the
Sticky Marker button to the right of the text marker, everything you type will be highlighted, until you
turn off the Sticky marker again.
Note: formatting such as bold or italics should not be used to signify a sub‐heading. The heading
paragraph styles must be used for this, see Headings.
You cannot modify the font size of individual characters, but you can change the overall size of the
text as it appears in RevMan, see Interface options.
Links
You can insert links to other sections in the review, such as studies, or figures, see Links.
Symbols
See Inserting symbols
Tables
See Tables in main text
Track changes
See Track changes
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                                                                                             Main text
Headings
The main text of every Cochrane review contains fixed headings. These fixed headings are included
as 'protected text', which cannot be deleted and is shown in blue.
Three other types of headings can be used:
       Predefined recommended headings.
       Suggested optional headings.
       User‐defined headings.
Headings are structured through heading levels, with Heading 1 being the highest level. This is
 reserved for the main section headings, such as Abstract and Discussion. A subheading should always
be one level lower that the predefined heading of its parent section. For example, if you wish to add
the optional heading "Adverse outcomes" under "Types of outcome measures", the heading should
be added as a Heading 4, since the parent heading is at the Heading 3 level.
Recommended headings
All recommended headings are predefined in RevMan and included when a new review is created.
They are represented with special icons in the outline:
Links
You can work with links in several ways. You can insert links by choosing them from a list or you can
type the link text and mark it as a link later.
When a link has been made, the link text cannot be edited. If the relevant property of the destination
element is modified, all links to it will be updated automatically.
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RevMan 5.1 User Guide
TO INSERT A LINK
     1.   Either:
                  place the cursor where you wish the link to appear, or
                  select a string of text that the link should replace.
     2.   Click the Link button.
          The Link window opens.
     3.   Choose the type of resource to link to.
          The relevant resources will be listed on the right. If you had selected some text that matches
          a possible destination, such as "Figure 2", the type and destination will be pre‐selected for
          you.
     4.   If linking to studies or references, choose between ordering the items chronologically (the
          default) or alphabetically.
     5.   Click the destination.
          Or, if you are inserting a link to an internet resource, enter the address ("http://" is optional),
          and the text that should be used for the link.
          Tip: You can select multiple items by holding the Ctrl key while clicking the references.
     6.   Click OK.
          The link(s) appear in the text
TO MODIFY A LINK
     1.   Place the cursor within the link.
     2.   Click the Link button.
          The Link window opens, allowing you to specify the link options. See 'To insert a link'.
TO GO TO A LINK'S DESTINATION
     1.   Right‐click the link and choose Follow Link.
TO REMOVE A LINK
     1.   Place the cursor within the link.
     2.   Click the Remove Link button .
          The link is removed, but the text is retained.
Inserting symbols
RevMan supports a variety of symbols, Greek, Latin, Cyrillic and East‐Asian characters.
22
                                                                                                   Main text
     TO INSERT A SYMBOL
         1.   Locate the cursor where you want to insert a symbol, and one of the following:
     Published notes
     Published notes is an optional section of the main text that can be used for notes to be published with
     the review. If you have notes that apply to specific sections, you may be able to insert these as
     Footnotes.
     In addition to the Published notes and footnotes, you can attach Internal notes to any section of the
     review. These will not be published.
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RevMan 5.1 User Guide
Track changes
You can use the Track Changes feature to record most changes made to the review text, so that they
can subsequently be accepted or rejected.
Resolving changes
You can review and accept or reject changes as you come across them in the text, or you can use a
function to go through each change.
When you see an individual change in the text, pausing the cursor over the change displays a tool tip
that shows when the change was made and by whom.
Limitations
Sections that are edited in a separate pane (so they appear in protected text in the Text of Review
pane), such as references, cannot have their tracked changed resolved in the text of Review. Instead,
you must open each section individually to resolve its changes.
You can also accept every single change, including those in other sections, without reviewing them by
using the Global replace function.
24
                                                                                                  Main text
The Replace function allows you to replace the found text in nearly all of the review, with the
exception of protected text sections. Examples of protected text include the fixed and optional
headings, which you can not modify, and the references, which you can only modify on their own
separate tabs.
The Global replace function works on more sections, but does not allow you to review changes
individually.
TO FIND TEXT
    1.    Use Edit > Find.
          The Find window opens.
    2.    Enter the text string you wish to find.
          Tip: if you had selected some text before opening the Find window, the selection will
          automatically be suggested as the text to find.
    3.    Specify any additional criteria.
          You can select one or more of the following options:
                  Match case
                  Find whole words only (e.g. searching for ‘sum’ with this option selected would find
                    ‘sum’ but not ‘summary’)
                  Ignore protected text
                  Formatting: Bold, Italic, Underline, Superscript, Subscript, and Text Marker.
    4.    Click Find.
          If the text string is found, it will be shown in the Text of Review tab.
    5.    If you wish to look for further occurrences, repeat step 4.
    6.    Click Cancel when you have finished.
TO REPLACE TEXT
    1.    Use Edit> Replace.
          The Replace window opens.
    2.    Enter the text you wish to find and specify any additional criteria ‐ see 'To find text'.
    3.    Enter the text you wish to replace the found text with.
          If you leave this field blank, using Replace or Replace all will delete the found text without
          replacement.
    4.    Click Find.
          Repeat if necessary until you have located the first occurrence of the text string that you
          wish to replace.
    5.    Either:
                  Click Replace to replace the currently selected occurrence.
                    Repeat this to replace additional occurrence one at a time.
                  Click Replace All to replace al occurrences of the search string.
                    Note: You cannot replace protected text, such as headings.
    6.     Click Cancel when you have finished.
         Tip: Ctrl‐F and Ctrl‐R are the keyboard shortcuts for Find and Replace.
Global replace
The global replace function has two overall uses:
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RevMan 5.1 User Guide
        Replacing a particular string of text with another string. This is similar to Find and replace,
          but also affects sections that are not editable or visible in the Text of Review pane, such as
          protected text (e.g. references) or collapsed sections.
        Making a change throughout the review, such as deleting all notes.
Note that you cannot combine the two uses; when you choose one of the bottom options, the
function to replace text is disabled.
TO REPLACE TEXT
     1.   Choose Edit > Global Replace.
          The Global replace window opens.
     2.   Enter the text to find, and the text to replace with.
     3.   Click OK.
Importing text
RevMan can import the main text of the review from files in HTML format. But the file must have the
correct headings, and cannot have too much extra formatting. The function is primarily intended for
importing files that were originally exported from RevMan (see Exporting text).
Warning: If you edit RevMan HTML files in Microsoft Word and import them back into RevMan, check
the results carefully. For example, you will most likely have to reapply the correct paragraph
formatting for all bulleted and numbered lists.
TO IMPORT TEXT
     1.   Use File > Import > Text of Review.
          The Import Text Wizard opens.
     2.   Click Next.
          The Open window opens.
     3.   Locate and click the file you wish to import. Click Open.
          The wizard shows a preview of the chosen file. To choose a different file, click the Open
          button.
     4.   Click Next.
          The wizard shows a list of the text sections. If you click a section name, the pane on the right
          shows what would be imported for that section.
     5.   Select the sections to import and click Finish.
          The number of successfully imported sections is reported.
     6.   Click OK.
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Main text
      27
Tables
About tables
There are five types of table in RevMan:
       Tables in main text ‐ optional, used for presenting limited amounts information in tabular
         format within the main body of text.
       Characteristics of studies tables ‐ mandatory tables used for recording the characteristics of
         studies that are included, excluded, awaiting classification, or ongoing. Each type of study
         has a number of predefined attributes, and you can include additional attributes.
       Risk of bias tables ‐ optional, used for additional characteristics of included studies. They are
         called Assessment of methodological quality tables in diagnostic reviews.
       Summary of findings tables ‐ optional, can be generated with Grade Profiler software and
         imported as read only tables, or created within RevMan.
       Additional tables ‐ optional, used for tables that are too large, or not sufficiently important
         to be in the main body of text.
TO MERGE CELLS
    1.   Select the cells you wish to merge
    2.   Right‐click within the table and choose Merge Cells
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                                                                                                     Tables
Formatting tables
In addition to the formatting that is available within all of the main text, tables have two further
options: heading cells, and cell alignment.
Ordering studies
Studies in the characteristics tables can be ordered in three ways:
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        Study ID ‐ sorted alphabetically by the study ID. This is the default setting.
        Year of Study ‐ sorted on the Year field of the study's properties (and then alphabetically by
          Study ID). Studies without a year are listed first.
        User defined order ‐ sorted by the user by moving studies up and down in the outline.
TO ACTIVATE AN ITEM
     1.   Open the properties for the Risk of bias tables.
          Click the Properties icon next to the Risk of bias table heading.
     2.   Select the item you wish to activate.
          Click on the item in the left pane. The predefined items are blue and cannot be modified,
          while user‐defined items are black.
     3.   If the item must be assessed at the outcome level, add one or more outcome groups, see 'To
          add an outcome level group'.
     4.   Select the Activated check box.
          If the check box is grayed out, it is because outcome groups have not yet been specified, see
          above.
     5.   Click OK.
          The properties window closes and the new item is added to the table. If you defined multiple
          outcome groups, there will be a row for each.
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                                                                                                   Tables
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Free of other    Was the study            Other bias      Bias due to problems not
bias?            apparently free of                       covered elsewhere in the table
                 other problems that
                 could put it at a high
                 risk of bias?
Free of bias     [entered by the user]    Free of bias    [entered by the user]
X?                                        X?
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                                                                                                Tables
Additional tables
Additional tables have all the functionality of tables in main text, but have some additional
characteristics:
       They have a Title (which can be edited on the table's Properties).
       They can have footnotes.
       They can be linked to in the main text.
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34
Studies and references
About studies and references
Studies
A study will have one or more references and may be used in the analysis. The basic attributes of a
study are:
       Study ID ‐ a label identifying the study, which is used in the data tables and in links to the
         study in the text. The standard format is "Cochrane 1970"
       year the study was conducted
       one or more references.
Studies are divided into four categories:
       Included studies ‐ studies that meet the inclusion criteria.
       Excluded studies ‐ studies that do not meet the inclusion criteria, but appear to do so.
       Studies awaiting classification ‐ studies that have been identified, but not yet fully assessed
         for inclusion or exclusion by the authors.
       Ongoing studies ‐ studies that are not yet completed, but are likely to be considered for
         inclusion in the future.
See also Characteristics of studies tables
You can add studies one by one, or create several studies at a time by importing their references.
See also Organising studies.
References
There are four types of references:
       References to studies
       Other references
                Additional references (cited in the text)
                Other published versions of this review
                Classification pending references
References of the type Other references all have a Reference ID that is similar in function to the Study
ID (see above).
See also Editing references and Importing references.
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Importing references
You can import references from other sources into your review. The process has two main steps, one
of which takes place within RevMan:
        First, outside of RevMan, retrieve the references you want and save them in a format
          RevMan can open (see ‘Preparing a reference file’ immediately below).
        Then, within RevMan, import the file and organise the references.
Importing
TO IMPORT REFERENCES
     1.   Use File > Import > References.
          The Import References Wizard opens.
     2.   Go through the steps in the Wizard.
     3.   Click Finish.
Tip: If you import a file that also contains non‐reference text, RevMan will try to ignore the text. The
number of lines ignored will be shown beneath the preview of the import file.
Editing references
You can enter or edit references directly in RevMan. Each reference opens in a separate tab, where it
is edited in a structured format with a field for each element. On a reference tab you will see:
        Reference ID or Study ID. If the reference is an Other reference, the reference ID can be
          edited here. For study references, the Study ID is displayed, but cannot be edited (to modify
          it, edit the study; or to choose a different study, move the reference).
        Reference Type. For each type, some fields are required and others optional.
        For study references only: option to select as the primary reference.
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                                                                                  Studies and references
TO EDIT A REFERENCE
    1.   Locate the reference in the outline and double‐click it.
         The reference opens in a tab.
    2.   Choose the Reference type from the pull‐down list.
    3.   Enter the information in the relevant fields.
         Fields that are required for the chosen reference type are shown with a bold label.
    4.   Close the reference tab when you finished with editing.
Tip: If a study has multiple references, you can browse between them with the          and
buttons.
Formatting in references
You can insert symbols and apply text marker in all reference fields, but in most fields you cannot
apply any other formatting. The exception is the English title and Original title filed where you can
also apply italics, superscript and subscript ‐ see 'Character formatting' in the Main text section.
Primary reference
If a study has more than one reference, one of them can be selected as the primary reference.
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38
Data and analyses
Constructing a comparison table
Cochrane Intervention reviews are based on the comparison of two interventions, and the
comparison table reflects this. Studies will be analysed as two‐way comparisons (e.g. X versus control,
or X versus Y).
The comparison table has a maximum of three levels:
       comparisons,
                their outcomes,
                            and their subgroups, if any.
You create the comparison table by adding your comparisons, and then adding the relevant outcomes
and subgroups. When you have created your outcomes, you can add studies to these for use in the
analysis, see Adding studies to an analysis. When the comparison table has been created and studies
have been added, you will be able to enter the data for the review ‐ see Entering data.
Other types of review have other ways of handling the analyses, see Data and analyses in diagnostic
reviews.
Comparisons
TO ADD A COMPARISON
    1.   Right‐click the Data and Analyses heading in the outline and choose Add Comparison.
         The New Comparison Wizard opens.
    2.   Enter a Name for the comparison.
         You can type in the name, or base the name on that of an existing comparison. To do so:
             1.   Click the down arrow at the end of the Name box to open a pull‐down list of all
                  comparisons.
             2.   Choose the comparison you wish to base the name on.
             3.   Edit the name.
    3.   Click Finish.
Other ways of adding a comparison:
       Click the Data and Analyses heading in the outline, and then click the Add button on the
         toolbar.
       Click the Add Comparison button in the Data and analyses section in the Text of Review.
Outcomes
TO ADD AN OUTCOME
    1.   Right‐click the relevant comparison in the outline and choose Add Outcome.
         The New Outcome Wizard opens.
    2.   Choose the data type for the outcome, and click Next.
    3.   Enter a Name for the outcome.
         You can type in the name, or use the name of an existing outcome. To use an existing name:
             1.   Click the down arrow at the end of the Name box to open a pull‐down list of all
                  outcomes.
             2.   Choose the outcome name you wish to use. You can edit the name, if necessary.
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Subgroups
TO ADD A SUBGROUP
     1.   Right‐click the relevant outcome in the outline and choose Add Subgroup.
          The New Subgroup Wizard opens.
     2.   Enter a Name for the Subgroup.
          You can type in the name, or use the name of an existing subgroup. To do so:
              1.   Click the down arrow at the end of the Name box to open a pull‐down list of all
                   subgroups.
              2.   Choose the subgroup name you wish to use. You can edit the name, if necessary.
     3.   Click Finish.
Outcomes can contain either studies or subgroups (which contain studies). If studies have been added
to an outcome, you cannot also add subgroups. If you do need to use subgroups for that outcome,
you can use the Introduce Subgroup option to create a subgroup and move all the studies to this.
Comparison properties
You can use the comparison properties window to modify:
        The name of the comparison.
        The group labels used in all outcomes for that comparison.
Outcome properties
When you have created an outcome, you can define the details of the analysis by modifying the
properties of the outcome.
Tip: You can easily change some of the properties for an outcome directly by using the toolbar
buttons at the top right corner of the content pane to toggle between the available Effect Measure
and Analysis Model options.
40
                                                                                     Data and analyses
TO MODIFY AN OUTCOME
    1.   Right‐click the outcome in the outline and choose Properties.
    2.   Use the General tab to modify the Name, Data Type and Group labels.
         Note that changing the data type will mean that any data already entered will be lost.
    3.   Use the Analysis Method tab to set the Statistical Method, Analysis Model and Effect
         Measure options.
    4.   Use the Analysis Details tab to specify options for Totals, confidence intervals, and some
         advanced options.
    5.   Use the Graph tab to specify options for the graph appearance.
    6.   Click OK when finished.
Note: Outcomes of the type Other Data have a separate set of properties. These only allow you to
specify the Name, and the number of rows and columns in the data table.
General options
Use the outcome Name to describe the outcome.
You can choose between the following Data types:
       Dichotomous: number of events and participants in the two groups.
       Continuous: number of participants, mean and standard deviation for the two groups.
       O‐E and Variance: number of events and participants, and pre‐calculated observed –
         expected (O‐E) and variance.
       Generic Inverse Variance: pre‐calculated estimate of treatment effect and standard error of
         estimate.
       Other Data: data of all other types, entered in a free text table.
The Group Labels (1 and 2) are used as headings in the data tables, and are published on those
analyses graphs that are included as figures. The default labels are 'Experimental' and 'Control'. You
can edit the labels for an individual outcome on the outcome properties, but you can also change the
labels used in all outcomes for a comparison, see Comparison properties.
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Graph options
Left Graph Label, Right Graph Label are used beneath the analysis graph. The defaults are 'Favours
experimental', and 'Favours control'.
You can use the Scale option to set the graph scale to any numerical value. You can also modify the
scale by using the slider beneath the graph, see Analysis graphs.
You can choose the order in which the studies appear by using the Sort by option. If you choose User
Defined order, you can use the Move up and Move Down buttons on the outline toolbar to reorder
the studies.
TO ADD STUDIES
     1.   Right‐click the outcome or subgroup and choose Add Study Data.
          The New Study Data Wizard opens.
          Note: If an outcome has subgroups, you can only add studies at the subgroup level.
     2.   Choose the studies you wish to add.
          Tip: You can use Ctrl‐click (Command‐click on Mac OS) and Shift‐click to select multiple
          studies.
          Tip: You can also use the Filter by options to identify studies based on given criteria. You can
          filter studies by a particular year range, an outcome text, Risk of bias and Judgement.
     3.   Click Finish.
          You can now begin entering data for the studies.
Entering data
To enter data for a study, you must first have added the study to an analysis. Data can be either
typed in or pasted in, e.g. from a spreadsheet.
As you enter data, these are dynamically updated in the Analysis graph.
42
                                                                                        Data and analyses
Tip: You can browse between outcomes using the and buttons.
TO PASTE DATA
    1.   In the source document, copy the data.
    2.   In RevMan, click the top left cell of the area into which you want to add the data.
    3.   Click the Paste button on the toolbar.
Calculating data
The Calculator tool can assist you with data imputation and obtaining suitable data for meta‐analysis.
TO CALCULATE DATA
    1.   Open an Outcome tab and click a study.
    2.   Click     .
         The calculator window opens. Any study data already entered is used in the corresponding
         fields.
    3.   For Dichotomous and Inverse variance outcomes, select the statistical methods to show.
    4.   Enter the data you have.
         If the number you enter is valid, the background in the cell is green, but if there is an error in
         the data, the background is red.
         Tip: You can use the Tab key to move to the next field.
         Tip: You can open a calculator for combining continuous data from multiple groups, by
Analysis graphs
Each outcome tab contains an analysis graph that is dynamically updated as you enter or correct the
data in the data table (except for outcomes of the type 'Other data', which do not have an analysis
graph).
Graph scale
You can set the scale of a graph in two ways:
       using the scale slider at the bottom of the graph, or
       entering a specific value on the outcome properties.
The slider lets you set the scale to a wide, but not unlimited, range of values. However, you can
specify any scale value on the outcome properties.
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Viewing graphs
Click the Forest Plot button to open the graph in a separate window.
Funnel plots
TO VIEW A FUNNEL PLOT FOR AN OUTCOME
     1.   Open the data table for the outcome.
     2.   Click the Funnel Plot button.
          The funnel plot opens in a new window.
To publish a funnel plot with the review, include it as a figure.
Sensitivity analysis
If you wish to perform sensitivity analysis, you can temporarily omit some of the studies used in an
outcome or subgroup from the analysis. Such exclusions will be stored in the review file while you are
working on it, but you cannot submit a review for publication if studies have been omitted from
analysis.
Note: Sensitivity analysis for Diagnostic reviews is not possible within RevMan.
Note: Analyses included as figures are automatically updated, so if studies are temporarily omitted
this will be reflected in the figures.
TO OMIT A STUDY
     1.   Click the check box in front of the study name.
          The check mark is removed, and the study no longer contributes to the analysis.
Tip: You can omit whole subgroups by removing their check mark.
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Figures
About figures
You can include two types of figures in a review:
       Figures generated by RevMan – these are graphs generated by RevMan from the data you
         have entered. See Figures generated by RevMan.
       Figures from files – these can be any type of picture, generated in software other than
         RevMan, and saved in a format that RevMan can open. See Adding a figure from a file.
All figures are consistently named ‘Figure [number]’. You cannot edit the names of figures, but you
can add descriptive text in their captions. You can change the order of figures and renumber them to
ensure a unbroken series of numbers, see Ordering and renumbering figures.
Publication of figures
A figure must be linked in the text for it to be published.
You can select the most important forest plots and funnel plots to be displayed more prominently as
figures within the published review. Advice on how to choose the figures to be emphasized in this way
will be available in the Cochrane Handbook for Systematic Reviews of Interventions.
In addition to the figures you include, the forest plots of all analyses will be made available in a
separate section of the published review. The settings you have specified will be used to display
these.
TO CREATE A FIGURE
    1.   Click the Figures heading in the outline, and click Add figure.
         The New Figure Wizard opens.
    2.   Select the type of figure and click Next.
    3.   If you are creating a forest plot, funnel plot or SROC plot, choose the analysis or outcome to
         use in the figure and click Next.
         Select an item in the left pane to see a preview of the figure in the right pane.
         Risk of bias, Methodological quality, or Flowchart figures do not require this step.
    4.   Modify the caption, if necessary.
         RevMan suggests a caption automatically, based on the name of the analysis or outcome
         used.
    5.   Click Finish.
         The figure is created with the lowest available number.
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When a figure has been added, you must create a link to it in the text to ensure it is published.
46
                                                                                                  Figures
TO ADD A BOX
    1.   Open a flow diagram and click the box that you wish to create a new box in relation to.
         The box is highlighted, and the buttons for additional boxes become active. The resulting box
         location is illustrated below:
TO RESIZE A BOX
    1.   Do one of the following:
             1.   Click and drag the right edge of the box.
             2.   Open the box for editing (see above) and enter a value in the Width in Pixels field.
Tip: Inputting the width in pixels is can be used for ensuring multiple boxes have the exact same
width.
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                                                                                                 Figures
Image editing software typically has a large number of features, many of which might be used to
improve images. Here, we concentrate on the basics of preparing an image, but if you have
experience with other features such as contrast adjustment, or blur and sharpen filters, you can use
these.
Please refer to the documentation for your image editing software for details on how to perform the
tasks described here.
Cropping
The first step in editing an image is to present only the necessary information. This is especially
important when working with screen dumps acquired by using the Print Screen key.,You should
always remove any surplus content or blank space at the edges. For graphs and tables, leave a margin
of a few pixels. Use the ‘Crop’ feature of your software for this. You can also use RevMan’s Trim
image function after the file has been included.
If there is caption or heading text in the image, it should be removed from the image and entered in
the appropriate field in RevMan (see below). Any legends used should remain in the image.
Resizing
Although the originals you begin with should generally be in a high resolution, the images published
with your review should be of a manageable size for the reader. This means that they should be kept
reasonably small, but never so small that text becomes illegible. If your image exceeds 800 pixels in
width even after cropping and careful resizing, you should consider if the information could be
presented differently. Avoid changing the aspect ratio of images, unless you have a good reason to.
Note: You should be particularly careful when resizing graphs, as they typically have lines that are
only one pixel wide. These lines can disappear completely if resized incorrectly. In such cases you will
need to leave the image at its original size.
Saving in a format accepted by RevMan
RevMan can accept two file formats: PNG and JPG. Choosing the best format involves matching the
contents of the image with the characteristics of the various formats.
         For line drawings or screenshots, such as graphs, PNG is the best format.
         For photographs, JPEG with a high quality (or low compression) setting is the best format.
The software you use for preparing the images for RevMan may have a feature where you can
preview the output file before saving it, allowing you to experiment further with optimising.
Verifying quality
When you have saved the image in one of the formats supported by RevMan, open the file and check
carefully that there are no problems with quality. In JPEG files, look out for angular noise patterns
near edges caused by too strong compression. In PNG files, check that all lines and writing is clear,
and that the colours of the original are retained.
TO REORDER FIGURES
    1.     Right‐click the figure you wish to move and choose Move Up or Move Down.
           The two figures exchange place and numbers, and any links to the figures in the text are
           updated automatically.
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Renumbering
If have deleted a figure, you may need to renumber the remaining figures to ensure a continuous
sequence.
TO RENUMBER FIGURES
     1.   Click the Figures heading in the outline.
     2.   Click the Renumber button on the outline toolbar.
          The figures are renumbered in continuous sequence. Any links to figures in the text are
          updated automatically.
TO COPY A FIGURE
     1.   Open the figure Properties.
     2.   Click     .
          The figure is now stored on your computer's clipboard, from where you can paste it into
          other software that accepts images.
TO SAVE A FIGURE
     1.   Open the figure.
     2.   Click the Save button.
          The Save window opens
     3.   Specify a location, file type and file name.
     4.   Click Save
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                                                                                                      Figures
Deleting a figure
TO DELETE A FIGURE
    1.   Locate the figure you wish to delete in the outline pane.
    2.   Right‐click it and choose Delete Figure.
Tip: If you have created links to a figure in the text, the link text, such as 'Figure 3', will not be deleted
from the text when you delete the figure. You must do this manually, which will be easiest with Find
and replace.
When you delete a figure, you may need to renumber the remaining figures to ensure a continuous
sequence, see Ordering and renumbering figures.
Trimming images
You can use the Trim Image function to remove parts of the source file that should not be retained in
the figure, such as a caption, or excessive white space.
Note: Trim Image is only available for Other Figures.
TO TRIM A FIGURE
    1.   Outline the section to keep by drawing a rectangle on the figure.
         Click and drag from the top left corner of the intended rectangle to begin drawing. Release
         the mouse button at the intended lower right corner.
         Tip: You can move and resize the rectangle afterwards. The cursor will show which function
         clicking and dragging will have.
    2.   Click Trim Image.
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Sources of support
About sources of support
Sources of support are divided into Internal and External. See the Handbook for guidance on
classifying a source of support.
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Feedback
About feedback
Each feedback element consists of a title, the date the feedback was submitted, a summary, a reply
from the authors, and information about the contributors to the feedback sent.
For more information on Feedback in Cochrane reviews see section 3.6 of the Handbook.
TO ADD FEEDBACK
    1.   Click the Feedback heading in the outline and then click the Add button in the outline
         toolbar.
         The New Feedback Wizard opens.
    2.   Enter a title for the feedback element.
    3.   Click Next.
    4.   Enter the date the feedback was submitted.
         See the Dates section for more information on how to enter dates.
    5.   Click Finish.
    6.   Add the text for the Summary, Reply and Contributors sections.
         These are edited like any other text section.
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Review appendices
Review Appendices
A review may have any number of appendices. Each appendix consists of a Title and text. You can
insert links to appendices in the main text.
Details of how appendices will be published will be added at a later date.
TO ADD AN APPENDIX
    1.   Right‐click the Appendices heading in outline and choose Add Appendix.
TO EDIT AN APPENDIX
The text for an appendix is edited in the same way as the text of the review, and you can use all the
same functions.
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Notes
About notes
There are three types of notes in RevMan:
       Internal notes
       Footnotes
       Published notes
Internal notes
You can attach internal notes to any section of a review. These notes can be read and modified by
anybody opening the review in RevMan, but will not be published.
To add a note, use the context menu and choose Notes
Sections with notes will show an icon both in the outline and in the main text.
To read or modify a note:
       click the note icon, or
       use the context menu and choose Notes
       use the notes pane, see 'Viewing all notes ' below
To delete a note, open it and click Delete.
For each note, RevMan will be record the date and time it was last modified and by whom (if the
name of the user has been set under General preferences).
Printing notes
You can print your notes along with the text or separately, see Printing reviews.
Footnotes
You can add footnotes to the following sections:
       Authors
       Tables
       Study data
Footnotes will be published.
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Checking and validating reviews
Checking spelling
There are two ways to check the spelling in your review:
       as you type, with misspelling being marked directly in your text, or
       by running the spell checker and going through the misspellings found.
All sections of the review will be included in the spell check, but you can configure the spell checker to
ignore certain elements, see Spell checking preferences.
Validating reviews
If a review contains an 'error' it will not be published in The Cochrane Library.
The full list of validation rules used in RevMan and Archie is available at:
http://ims.cochrane.org/revman/documentation/review‐validation.
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Sections with errors or warnings will be underlined in the outline. Errors will be shown with a red
underline, while warnings will be blue. If a subsection contains an error or warning, this will be
reflected for its parent sections.
To quickly see what the error or warning is, pause the cursor over the section to display a tool tip text.
For full details use the Validation report.
Validation report
To see a detailed report of all errors and warnings, use File > Reports > Validation Report.
Each warning and error in the report is linked to a section in the review. Click the links to open the
relevant sections for editing.
This report can be saved and printed using the buttons in the lower left.
Status report
The Status Report list statistics for a review. This includes word counts for the Abstract, Plain language
summary. remaining Main text, Tables, Studies and references, Feedback, Appendices, and a total
word count for the review. It also count the number of authors, each type of study and references,
tables, figures, feedback and appendices.
Counting words
You can use the Word Count function to count the number of words and characters in any selected
text.
TO COUNT WORDS
     1.   Select a section of text.
     2.   Choose Tools > Word Count
The Status report contains word counts for all the main review sections.
58
Sharing and submitting reviews
Using Archie to manage reviews
The Archie server acts as your Review Group's shared drive or database for storing and sharing
reviews. To access Archie, you need personal user account, which your Review Group can help set up
for you.
When you want to edit a review, you need to check the review out from Archie, edit it, then check it
in to Archie again. While a review is checked out to one user, it is not available for check out by any
other user, so only one person at a time can make changes to a review. This is an essential part of
Archie’s version control system.
Note: You are not forced to use Archie for storing and exchanging reviews. Review files can also be
stored locally and exchanged via email or, for example, USB key. However, using Archie has several
benefits, including:
       Ensuring that edits are always made to the most up‐to‐date version.
       Keeping a record of all previous versions. Your Review Group can compare versions to easily
         identify all differences between them.
       Providing access to all your reviews from any computer with an internet connection.
See also Authoring and editorial phase, Checking in, Checking out, Versions, Working with co‐
authors
Versions in Archie
When you save a review to a local file the previous version is overwritten ‐ unless you save it with a
new name every time. However, when you check reviews into Archie, they are versioned, meaning
that whenever you 'save' the review in Archie by checking it in, it is automatically saved as a new
version.
Archie has several features related to review versions, but when you are using RevMan, it is quite
simple:
       Checking in a review will always create a new version. You can include a short description for
         each version.
       When you check out a review, you will always get the most recent version.
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     My Reviews
     You can use the My Reviews window to list and access all Cochrane reviews that you are involved in ‐
     i.e. have a document role for.
Note: My Reviews is only available in the Standard mode.
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                                                                        Sharing and submitting reviews
My Reviews will suggest the best action for a review based on its Archie status and the presence of
any local versions. For example, if a review is checked out by you and the latest version is saved on
your local computer, the Open button will be available.
My Reviews consists of 4 main areas:
       The list of reviews you are involved in. If a review is checked out by another person, this
         review will be greyed out.
       Review version details. This shows details for the latest review version in Archie and any local
         version found.
       Review details. This option shows the properties of a review.
         Tip: Click the DOI number to go to the latest published version in The Cochrane Library.
       Tasks in progress. This lists all tasks assigned to you which are currently in progress. Overdue
         tasks are shown with a red due date.
TO OPEN MY REVIEWS
    1.   Click    .
         The Preferences window opens to the Connection tab.
    2.   Set up RevMan to connect to the Archie server. See Connection preferences.
Checking out
When you check out a review from Archie, you always get the latest version of it, and it becomes
locked so others do not edit it at the same time as you. Authors end editors can only check out
reviews that they have a relevant Archie document role for (but some editorial base staff will have
wider permissions).
Tip: My Reviews allows you to both check out reviews, and keep track of any local versions.
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     4.   If you know that you only need to look at the review, and will not be making changes that
          should be checked back in again, select the option to Download a Copy of the Review
          Without Checking it Out.
     5.   Click OK.
          If you are checking out a review, a confirmation window will appear (this can be disabled
          under General preferences).
          The Check out window closes and the review is retrieved from the server.
Warning: If you are no longer actively working on a review, remember to check it back in again, so
that other people can work with it.
Tip: In rare cases you may need to revert to a previous version of a review, and continue working
from that. If so, you should contact your Review Group, who will be able to arrange this.
Review availability
A review's availability on Archie determines whether you can check it out.
Availability Description
Available                 The review is currently not checked out by anybody, and in a Write Phase that
                          gives you access.
Checked out by you        You have already checked this review out, but you can check it out again. This
                          may be useful if you do not have a local copy of the review, or wish to revert
                          to the version you originally checked out.
Checked out               Another user has checked out the review. To see who has checked it out, you
                          must view the review's properties in Archie.
Locked                    The review's Write Phase prevents you from checking it out. See Authoring
                          and editorial phase.
Tip: If a review is unavailable for check‐out, you can still download it as a copy.
Checking in
When you check in a review, it is transferred from RevMan to Archie, where it is stored as a new
version. The review becomes available for check‐out by others, and messages may be sent out.
If you choose to submit the review for editorial approval, the Write Phase of the review will change to
Editorial, meaning that you cannot modify the review while the Review Group is working with it.
TO CHECK IN A REVIEW
62
                                                                              Sharing and submitting reviews
                   If you wish to check in a version that is still being drafted, you can click Finish at this
                     point.
                     The review is checked in and the wizard closes.
                   If you wish to submit the review for editorial approval or include a message with the
                     check in, click Next
    4.   To submit the review for editorial approval, select Submit for Editorial Approval.
         Note: When you use this option the review will movie into the Editorial phase, preventing
         you from modifying it further. See Authoring and editorial phase.
    5.   Click Next.
         If you are submitting the review, a validation check is run at this point. If validation errors are
         found, it will not be possible to proceed. To see the errors that need to be corrected before
         you can submit, click OK to view the validation report.
    6.   Type in a message (optional).
         The message will go to those members of your Review Group that have chosen to receive
         check‐in messages.
    7.   Click Finish.
         A confirmation dialog appears, showing a brief report from Archie.
         Tip: If you need to take action based on the information in the Check‐in report, you may
         want top copy the contents of the report so you can paste it in elsewhere. To do so, click
         Copy Text.
    8.   Click OK.
Note: Although RevMan closes the review when you check it in, any copies that you saved locally will
remain on your computer.
See also Using Archie to manage reviews, Versions
Submitting reviews
When you are ready to submit your review to your Review Group, you can do this in two ways:
       The preferred way is to check in the review, and choose the Submit for Editorial Approval
         option as part of the check‐in.
       Save the file and send it as an email attachment.
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Storing reviews locally
Saving versions of reviews locally
You can store your reviews in two ways:
       Over the internet, by using Archie. This method is only available for registered Cochrane
         reviews.
       Locally, by saving the review as a file on your computer (or a connected device, such as a
         memory stick).
The preferred method for storing and sharing Cochrane reviews is to use Archie, and whenever you
work on a Cochrane Review, it should be the most recent version, checked out from Archie. However
even if a review is generally being stored and managed on Archie, there might be times when you
prefer to work on it, or to exchange it, as a local file.
Note: Even if you work primarily by storing your reviews on Archie, a local backup will also be saved at
regular intervals. See Local backups.
Some situations where storing reviews locally can be useful are:
       If you will be without an internet connection for a while but need to be able to work on the
         review.
       If you are sure that no‐one else will need to work on the review for some time.
       If your document is not a Cochrane review.
Warning: If you work on a locally stored copy of a review that is currently not checked out from
Archie, other people may make changes to the review at the same time since it is available for editing
on the server. In such cases, it might be difficult to integrate your changes into the current version of
the review. You will receive a warning you if open a Cochrane review that has not been checked out
from Archie.
See Opening a review and Saving a review.
Opening a review
You can open reviews in four formats:
       '.rm5' is the standard file format used by RevMan 5 for saving reviews.
       '.rm4' is the file format used by RevMan 4 for exporting one or more reviews.
         Note: Only the Windows version of RevMan 5 can open .rm4 files, and only if the proper
         ODBC driver is installed on your system. If you try to open a rm4 file, and do not have this
         driver, an error message will inform you how to obtain the driver.
         If you open an .rm4 file that contains multiple reviews, RevMan 5 will only open one of the
         reviews. If you wish to open the other reviews in such a file, you must import the file to
         RevMan 4 and export the reviews as single files.
       '.r4x' is a file format that was used by RevMan 4.3 and Archie for exchanging single reviews .
       '.xml' is a generic file format used by many different applications. Archie and RevMan 4.3
         once used '.xml' for review files, but this was changed to '.r4x'. RevMan can only open '.xml'
         files that were created by Archie or RevMan 4.3.
TO OPEN A REVIEW:
    1.   Click the Open button on the toolbar.
         The Open window will show the last location where you opened or saved a file.
    2.   Choose the file to open and click Open.
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                                                                                   Storing reviews locally
Tip: You can choose how files are displayed in the Open and Save dialogs. Click to use List view,
or    for Details view. The chosen setting will be used as the default the next time you use Open or
Save.
Tip: Use File > Recent files to choose from the most recently used reviews.
Saving a review
Reviews can be saved as document files on your computer. See Saving versions of reviews locally for
more information on when to do this.
TO SAVE A REVIEW
Click the Save button        on the main toolbar.
If it is the first time you save this review, you will be asked to specify a file name (RevMan will suggest
the review's title). If you have previously saved this review, the existing file will be overwritten.
Tip: You can choose how files are displayed in the Open and Save dialogs. Click to use List view,
or    for Details view. The chosen setting will be used as the default the next time you use Open or
Save.
Files are saved in .rm5 format. This is the only format for saving whole reviews. You can export parts
of a review in various other formats, see Exporting text, Exporting references and Exporting data.
Local backups
While you have a review open, RevMan will save a local backup of it at regular intervals. The default is
every 10 minutes, but this can be changed under Files preferences.
If your computer crashes so that your review is not saved successfully, you will be given the option to
open the latest backup of the review the next time you open RevMan.
RevMan backup files are ordinary rm5 files with file name 'backupXXXXX.rm5' where XXXXX is a
number. The backup files are by default saved in your temporary folder. You can see, or modify, the
location under Files preferences.
Backup files in the currently specified backup directory are automatically deleted after 7 days (by
default).
If you need to access a backup file, simply open it in RevMan. You may have to look at the date the
file was modified to find the right one. Once you have found the file you need, save it with a different
file name, or you will risk that it is deleted as part of the removal of old backup files.
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Printing
Printing reviews
When you print a review, you can choose which sections to include in the printout, and a print mode
that controls how those sections are presented.
For example, you can create a printout that contains both content and notes, but only for the for the
Results and Figures sections.
TO PRINT A REVIEW
    1.    Click the Print button on the toolbar.
          The Print window opens.
    2.    Select the print mode.
          Tip: Use Preview to see what information the selected mode contains.
          If your selected mode does not apply for particular sections, those sections will be grayed
          out in the Sections to Print pane
    3.    Select the sections to print.
          You can deselect or select sections by clicking the check box in front of them.
          Tip: If you only wish to include a few sections in your printout, begin by deselecting all
          sections (using the top‐level section, e.g. Intervention Review), and then select the ones you
          want.
    4.    Click OK.
          The Print window opens.
    5.    Click Print.
See also Page setup, Print preview and Printing single sections.
Print preview
TO OPEN A PRINT PREVIEW
    1.    Open the Print window.
    2.    Click Preview.
Preview options
Most of the preview options will only affect how the preview is presented, not how the review is
actually printed. The only exception is the orientation and page setup settings, which will be used if
you print from within the preview window.
Fit and Zoom
Selecting the Fit option will automatically scale the preview page so it fits in the preview window.
To specify a specific scaling, select Zoom and either:
        Type in a value in the field and press enter to apply it.
        Use the pull‐down list to choose from preset values.
        Use the up or down arrows to increase or decrease the scale in steps of ten.
Margins
Selecting this will highlight the margins.
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                                                                                                    Printing
Size
Selecting this will display the current paper size at the bottom of the window.
Grayscale
If you are not printing in colour, use this option to have this reflected in the preview.
Navigation
There are four arrows that let you navigate though the pages of the preview: Previous, Next, First and
Last.
Orientation
Select either Portrait or Landscape. This option will be used for the printout if you use the Print
function from within the preview window.
Page Setup
Use this to modify a subset of the full option available under Page setup. Any changes you make here
are only temporary and will only affect the printout if you use the Print function from within the
preview window.
Print
This will print the review.
Page setup
You can use the page setup options to format how reviews are printed from your version of RevMan.
Any changes you make here will not affect the appearance of the published review.
Page options
On the Page Setup tab you can specify:
          Which printer to use.
          The paper size
          The page orientation
          The margins.
The Content tab lets you choose:
          The scaling of the printed output. A lower value will result in a smaller font.
          The padding.
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Preferences
Preferences
To open the Preferences window, choose Tools > Preferences.
The Preferences window is divided into five tabs:
       General preferences
       Files preferences
       Interface preferences
       Spell checking preferences
       Connection preferences
General preferences
The General tab is part of the Preferences window.
Miscellaneous
Check for Updates to RevMan
RevMan can check the IMS server upon startup to see if a newer version of the software is available.
Use this option to specify how frequently this should be done.
Undo History Size
The value determine how many steps you can go back in the undo history. The larger the value, the
more of you computer's memory will be used by RevMan. Setting a too large value may affect
RevMan's performance negatively. Setting this to zero will disable the Undo function entirely. See
Undo.
Show warning if opened files have not been checked out from server
Enable this to receive a warning whenever you work on a review that exists on Archie, but is not
checked out by you.
Note: RevMan needs to connect to Archie to verify this, so this function only works of you have are
connected to the Internet.
Show warning when checking out reviews
Controls whether a window allowing you to download a copy instead is shown when you check out
reviews.
Validate format of opened files
This is by default enabled to have RevMan check the file format for internal consistency. This is
technical check, and completely different from review validation.
Warning: only disable this temporarily for troubleshooting.
Prefix review name with a review number on prints
Use this option to include the review number before the review title in the header on all printed
pages.
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User mode
Non‐Cochrane mode
This preference is intended for non‐Cochrane authors. If you select this option, all Cochrane‐specific
functions like check in/out and connection settings to Archie will be removed from the interface.
Files preferences
The Files tab is part of the Preferences window.
Working directory
The working directory setting determines what location Save and Open windows open to.
Re‐use Last Directory
Use the location where you last opened or saved a file.
Use Default Directory
Specify a directory that will always be used
Backup
Save Backup File Every
How frequently RevMan should save a backup version of the review you are working on. See Local
backups.
Days to Keep Backup Files
The number of days files in the backup directory are retained.
Backup Directory
The location used for backup files.
Recent files
Maximum Number of Recent Local Files
The number of local files shown under Files > Recent Files. Use the Clear History button to clear this
list.
Maximum Number of Recent Checked In Files
The number of checked in reviews files shown under Files > Recent Files. Use the Clear History button
to clear this list.
Interface preferences
The Interface tab is part of the Preferences window.
Look and Feel
Use this to change the appearance of RevMan's interface. The available options depend on which
operating system you are using.
Style Sheet
Use this to change the appearance of the main text, for instance to make the text appear larger. The
name of each style sheet will indicate what effect it has. Changing the style sheet only affects the
view in this copy of RevMan; it does not modify the reviews in any way.
Language
The language used in RevMan's interface.
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                                                                                               Preferences
Miscellaneous
Show Add buttons in text of review
Enable this to see Add buttons at the end of sections where you can add elements.
Show unpublished sections as greyed out
Enabled by default. Used to show which sections of a protocol will not be published.
Rename outline items with two separate mouse clicks.
If this is enabled, you can rename items by clicking the item in the outline so it becomes highlighted
and then clicking it again (but no so fast it counts as a double‐click).
Smooth edges of screen fonts
Applies anti‐aliasing to all text to make the edges appear smoother.
On Open, Expand outline to
Determines how many levels are expanded in the outline when a review is opened.
Size of Text in Outline
Determines the font size used in the outline pane.
On startup, show
Determines the default startup of RevMan. You can also set it in the Welcome screen window.
Available startup options are:
       Nothing ‐ No startup window.
       Welcome screen ‐ The Welcome to Review Manager 5.1 window opens. See Welcome
         window.
       My Reviews ‐ available only in the Standard mode (for Cochrane users), see My Reviews.
Dictionaries
Choose the dictionaries you wish to include. It is recommended that you use UK or US spelling
consistently, so only enable both sets if you have a valid reason.
User dictionary file
This file stores all words you add to the spell checker.
To reset the user dictionary to the default, locate the file and delete it. RevMan will then
automatically create a new file the next time you run the spell checker.
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Preferences
Set options for:
        Text that should be ignored.
        Whether doubled words and case should be taken into account.
        Whether split word should be suggested. For example if "large scale" should be suggested for
          "largescale".
Connection Preferences
The Connection tab is part of the Preferences window. It allows you to set up RevMan to connect to
the Archie server. See Using Archie to manage reviews.
You also can use the Server Connection Wizard to guide you through the steps of setting up a
connection. To start the wizard, click the Wizard button.
Server
There are three servers RevMan can connect to:
        archie.cochrane.org, also called the Live server, is the main server that is used for managing
          and publishing Cochrane reviews. This is the server Cochrane authors and groups should be
          using unless they have been instructed otherwise.
        test.archie.cocharne.org is the test server used by the IMS development team to test new
          functionality before it is introduced on the live server. Generally, RevMan users should not
          use the Test server unless they are helping to test new functionality that is to be introduced
          to the live server at a later stage.
        training.archie.cochrane.org is the training server used by the IMS Support team for training
          purposes, and by CRGs to try out Archie functionality without the risk of introducing mistakes
          in their live data.
User name
Your Archie user name.
Password
Your Archie password.
Save User name and password when RevMan is closed
Select this to have RevMan remember your user name and password between sessions.
Warning: only use this option if you are the only person using the computer, or if you log on to the
computer using a personal user account.
Proxy servers
Some networks use a proxy server. Depending on how the network is set up, it may be necessary to
enter the proxy server details in RevMan. If you are unable to connect without specifying a proxy
server, ask your network administrator for the proxy server information.
If you are using a proxy, remember to include the port, e.g. "8080".
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                                                                                          Preferences
See also the technical guide for installation and connection settings available from the RevMan
website at www.ims.cochrane.org/RevMan.
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Exporting
Exporting text
You can export review text to an HTML file. The file will include all the information that is shown on
the Text of Review tab.
TO EXPORT TEXT
    1.   Use File > Export > Text of Review.
         The Save dialog window opens.
    2.   Specify a file name and location.
    3.   Click OK.
The export will create a HTML file with the name you specified, and, in the same location, an image
file for each figure in the review.
Exporting references
References can be exported in two formats:
       RevMan format.
       RIS format.
Before beginning the export from RevMan, you should verify the capabilities of the software you wish
to import the references to.
TO EXPORT DATA
    1.   Use File > Export > References. The Export References Wizard opens.
    2.   Follow the guidance provided in the wizard, and use Next to move through the steps.
    3.   Click Finish. The Save window opens.
    4.   Specify the location and file name. Click Save.
Exporting data
Analyses data can be exported in CSV format. CSV (Comma Separated Values) format is a common
format that many applications, such as Excel can import. Before beginning the export from RevMan,
you should verify the capabilities of the software you wish to import the data to.
Tip: using the default options suggest by RevMan will create a file that can be imported by Excel 2000,
Excel 2003, etc.
TO EXPORT DATA
    1.   Use File > Export > Analyses and Data. The Export Analysis Data Wizard opens.
    2.   Follow the guidance provided in the wizard, and use Next to move through the steps.
    3.   Click Finish. The Save window opens.
    4.   Specify the location and file name. Click Save.
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Diagnostic test accuracy reviews
Assessment of methodological quality tables
In reviews of diagnostic test accuracy, each included study has an Assessment of methodological
quality table, listed under the study. Each row in the table consists of:
       A methodological quality item, e.g. 'Acceptable reference standard?'.
         Tip: To see the underlying question in full, pause the cursor over the item to display a tool
         tip text.
       The authors' judgment for that item, where Yes indicates a low risk of bias.
       A description that explains how the judgment was reached.
You can choose between a number of predefined methodological quality items, and also add your
own.
See the Handbook for a description of the various predefined items.
The Assessment of methodological quality tables are called Risk of bias tables in intervention reviews.
TO ACTIVATE AN ITEM
    1.   Open the properties for the methodological quality table.
         Click the Properties icon next to the 'Assessment of methodological quality table' heading.
    2.   Choose the item you wish to activate.
         Click on the item in the left pane. The predefined items are blue and cannot be modified,
         while user‐defined items are black.
    3.   If the item must be assessed at the test level, add one or more test groups. See 'Study or test
         level quality assessment' below.
    4.   Check the Activated box.
         If the box is grayed out, this is because outcome groups have not yet been specified, see
         above.
    5.   Click OK.
         The properties window closes and the new item is added to the table. If you defined multiple
         outcome groups, there will be a row for each.
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                                                                        Diagnostic test accuracy reviews
RevMan has two sections that both represent the same underlying structure: 'Data tables by test' and
'Data table by study'. As you modify one section, RevMan automatically updates the corresponding
section.
You must have added studies to the Included Studies section before you can begin constructing the
data tables.
TO CREATE A TEST
    1.   Right‐click the Data Tables by Test heading in the outline pane (under Data and analyses) and
         choose Add Test.
         The New Test Wizard opens.
    2.   Enter a name for the test.
         You can add a full name for the test in the Full Name field.
    3.   Click Next.
    4.   Enter a description of the test.
    5.   Click Finish.
         The test you created opens as a new tab in the content pane. It will be empty because
         studies have not yet been added to it.
If you later on wish modify the test, right‐click it and choose Properties.
Before you can enter the test data, you must link studies and tests. You can do this either from the
tests or the studies.
Covariates
You can add covariates if you would like to see how the results differ between subgroups of studies or
if you want to include these covariates in your regression analyses (see Analysis graphs in diagnostic
reviews). It may be wise to define your covariates before you start entering data. The covariates can
then be entered simultaneously with the rest of the data (instead of going back and adding covariate
data for the studies afterwards).
TO ADD A COVARIATE
    1.   Right‐click the Covariates heading in the outline and choose Add Covariate.
         The Add Covariate Wizard opens.
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Covariate Properties
You can enter and modify information about the covariates you would like to add via the covariate
properties windows.
Entering data
You can enter the data for each test that you want to include in your review in two ways:
        per study, for all tests reported in that study, or
        per test, for all studies that report data about that test.
If you have many included studies and only a few tests, entering the data by test will be easiest, and
vice‐versa. Regardless of which option you choose, RevMan automatically also uses in the data in the
other section.
Tip: If you define covariates before you begin entering data, the covariates can be entered
simultaneously with the rest of the data, see Covariates.
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                                                                         Diagnostic test accuracy reviews
The following section describes entering data by test, but the same principles apply when entering
data per study.
TO ENTER DATA
    1.   Click in the cell where you want to begin entering data.
    2.   Input the data.
    3.   Move to the next cell and repeat.
         You can use the Tab key to move to the following data cell, or use the arrow keys to move in
         any direction.
When you have finished inputting the data for each study, RevMan automatically calculates the
values of sensitivity and specificity and plots the forest plots of sensitivity and specificity.
Calculating data
If you only know some of the values of the 2 by 2 tables for an included study, you can use the
calculator tool to obtain the 2 by 2 Table from other parameters, such as sensitivity and specificity.
TO CALCULATE DATA
    1.   Open either
                 A Study tab in Data tables by study and click a study or
                 A Test tab in Data tables by Test and click a test.
    2.   Click     .
         The calculator window opens. Any study data already entered is used in the corresponding
         fields.
    3.   Input the data you have.
         If the number you enter is valid, the background in the cell is green, but if there is an error in
         the data, the background is red. For example, you should enter sensitivity and specificity as
         proportions and not as percentages. So for example, 0.74 instead of 74 or 74%. If you enter
         74, the cell turns red.
         Tip: You can use the Tab key to move to the next field.
    4.   Click OK.
         The values in the relevant fields are transferred to the Data table.
TO ADD AN ANALYSES
    1.   Right‐click Analyses under Data and Analyses in the outline and choose Add Analysis.
         The New Analysis Wizard opens.
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Analysis Properties
TO FURTHER SPECIFY OR MODIFY AN ANALYSIS
     1.   Right‐click on a specific analysis under the Analyses heading in the outline and choose
          Properties
          The Analysis properties window opens.
     2.   Edit the information in the four tabs:
                    General for editing the name of analyses, the type of test analyses and the data that
                      will be used in the analyses.
                    SROC plot for editing the feature of SROC plot, e.g. to define a range of axis, a scale
                      of size of points in SROC plot, weights of analysis.
                    Forest plot for editing the feature of the forest plot. You can add a quality item,
                      covariates on the forest plot and sort studies within the forest plot.
                    Source of heterogeneity for specifying subgroup analyses.
     3.   Click OK.
Analyses Properties: General tab
Single test analysis is for analyzing the accuracy of a single index test.
Multiple test analysis is for analyzing and visualizing the accuracy of two or more index tests.
The Analyze Paired Data Only option can only used be for multiple test analyses. This option allows
you to restrict the analyses to those studies which have reported data on all index tests.
Select Investigate Sources of Heterogeneity if you want to examine accuracy by subgroups of studies.
Under Tests, you can select which data tables to include in the analysis.
Analyses Properties: SROC plot tab
You can specify the characteristics of the SROC analysis.
Display SROC curves determines whether or not to draw a SROC curve.
Display Study Points controls whether the pairs of sensitivity and specificity of individual studies will
be displayed in the ROC plot.
Symmetry determines whether to draw a SROC curve that is symmetrical around the line running
from the upper left to lower right corner of the SROC graph (=constant odds ratio model) or
asymmetric (=odds ratio is allowed to vary with threshold).
Use Specificity Range to specify the range of specificities over which the SROC curve will be drawn.
Use Weight for Analysis to specify the type of weight to be used in the SROC analysis.
Use Scale for Size of Points to specify whether individual study points are displayed with equal size
markers or markers where their sizes reflect either differences in sample size, inverse standard error.
You can also have different markers according to the value of a covariate.
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