Systematic Review Full Paper Screening – EndNote to Excel Tool

Step 1: Initial Setup (one-time)

• Download and extract the app folder.

• Double-click Run_Setup.bat.

• The setup will:

  • Create input/ and output/ folders

  • Install required dependencies (Python 3.7+ if needed)

  • Generate shortcuts

Step 2: Prepare Your Data

• In EndNote: All References → Select All → File → Export → Save as type: .XML → Output Style: Refman (RIS) Export and save your library export.

• Place the exported .xml in input/.

• Ensure your EndNote .Data folder (with PDFs) sits in the same directory as the application.

Step 1: Run Conversion

• Double-click Run_Converter.bat.

• Typical processing time: ~1–3 minutes for large libraries.

Step 2: Review Output

• Open output/Screening full-texts.xlsx for screening.

• Access PDFs in output/Organized_PDFs_by_Year/.

• Use the built-in 1–12 screening codes for your workflow.

Tech Specs

• OS: Windows 10/11

• Language/Runtime: Python 3.7+ (auto-installed if missing)

• Storage: ≥ 100 MB free

• Memory: 4 GB RAM recommended

Input Requirements

• Library Export: EndNote XML (.xml)

• Attachments: EndNote .Data folder with PDFs

• Compatibility: Any EndNote version capable of XML export

Outputs

• Excel: Screening full-texts.xlsx

  • Ready for full-text screening with 1–12 coding system

  • Columns for title, authors, year, DOI/URL, accessibility category, file status

• Folders: Organized_PDFs_by_Year/

  • PDFs copied by publication year (originals preserved)

  • Clean, searchable structure

Smart Categorization

• Category 1: Attached PDF available (ready for screening)

• Category 2: URL only (manual download needed)

• Category 3: DOI only (no direct file access)