Search Strategy for Systematic Reviews | University of Miami Libraries (2024)

Welcome to the Systematic Search Strategy Guide! This is a step by step guide on creating a search strategy for researchers conducting systematic reviews. However, it can be used by anyone who wants to create an effective search strategy.

Parts of this research guide has been adapted from other systematic review library guides like Florida International University's Conduct A Systematic ReviewGuide and University of Tasmania'sSystematic Reviews for Health Guide

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• Systematic Review Guide

Think of what research topic you are interested in and create an answerable question. Your research question should be clear and focused, but not too specific or too broad.

There are various frameworks you can use to create your research question. One of the more common frameworks is PICO which stands for the following:

P - Population:Important characteristics of a patient

I - Intervention:Main intervention or therapy

C - Comparison:Alternative treatment (exp. placebo, no disease, absence of risk factor, etc.)

O - Outcome:Clinical outcome you are trying to measure (exp. weight loss, reduced mortality, infection rate)

For more frameworks visit theUniversity of Tasmania Library Guide

Decide what articles or studies you want to include in your review. This will help inform what your inclusion and exclusion criteria should be for later when you're ready to screen your results.

• Inclusion Criteria: Characteristics an article MUST have to be included in the review.
  • Examples:A specific population, random assigned participants

• Exclusion Criteria: Characteristics of an article that DISQUALIFY it from being being included in a review.
  • Examples:Studies older than 10 years, foreign language, a certain study design

TIP:If you are creating a search strategy for a Systematic Review, create a protocol using the first 23 items in theMECIR checklist. This will help you plan ahead and think about your inclusion/exclusion criteria and see if there's any gaps in your research plan.

University of Texas Systematic Review Guide: a guide on how to to formulate and use frameworks for your research question.

Systematic Reviews of Complex Interventions: Framing the Review Question: an article on the best practice to creating a research question for complex interventions

Methodological Expectations of Cochrane Intervention Reviews(MECIR): Items C1-C23 will help you develop a protocol for your review. Overall, MECIR is a step-by-step guide on how to conduct a systematic review.

PRISMA-P: Is a checklist used to reportsystematic review protocols.

JBI Scoping Review Protocol: An article on the best practices for reporting scoping review protocols.

Go back to your question and identify the main points of your question.

Example Question:How doescaffeine affect sleepin young adults?

From the question above, we can identify 3 key concepts:

• Caffeine
• Sleep
• Young Adults

Begin brainstorming for synonyms and other terms related to your already established keywords. Start out by:

• Looking at words in titles, abstracts, andauthor's keywords in articles
• Scan articles for alternative spelling variants, abbreviations, acronyms, medical terms, and brand names
• Speak to an expert in the field or colleagues
• Repeat subject headings as keywords (more on this later)
• Check with existing search strategies

Keep a document with all your terms.

Here's an exampleof my concepts with their corresponding keywords and alternative terms. Notice some have more than one variation of the same word.

FIU Identify Keywords: This step by step guide shows how to identify your keywords and the steps in conducting a systematic review

Hirsh Health Sciences Library: Use theSearch Term Chartto organize, save, and track the terms used in your search strategy.

Listing Key Words: This website will give you a step by step guide on how find, list, and expand on your keywords.

Phrase searching allows users to search for phrases or multi word terms rather than searching each individual word on its own and resulting in random order of keywords.For most databases use quotation marks (" ") around the phrase. This is especially helpful when the individual words in a phrase are common.

Examples

• "skin cancer"
• "panic disorder"
• "heat exhaustion"

Truncation is a searching tool used to include various word endings for a term and broadens your search as a result. To use truncation, put an asterisk (*) at the end of a the root word.

Example

• Teen* = Teen, Teens, Teenager, Teenagers, Teenhood, Teenage

NOTE: Be careful when you use truncation because depending where you put the asterisk, you might be including other terms you don't want in your search. For example if one of your terms istrainingand you puttrain*, you will not only get training but also trains and trainwreck.

Here's an updated table with all my terms using truncation and phrase searching.

Subject Headings

• Assigned to articles
• Catches all articles of a given topic
• Does not depend on the author's spelling or choice of word
  • Exp: "Neoplasms"[Mesh] = cancer, tumor, &neoplasms
• Does NOT pick up new Articles

Keywords

• Keywords are NOT assigned to articles
• Keywords are dependent on author's spelling and choice of word
  • Exp: Cancer vs Neoplasm
  • Exp. Pediatric vs Paediatric
• Pick up newer articles

PRO TIP: Use both keywords and subject headings

You can search for specific subject headings within a database. This will look different in the different databases. For example in PubMed you would search in their MeSH database, Embase has Emtree, while other databases have a Thesaurus, Index, or Headings.

Search your subject headingsusing your keyword list. You will need to do this for each of your keywords in every database.

In a separate row add your new subject headings to your list of terms.

If you want to learn more about subject headings and how to use them look at the videos on the right or contact your librarian.

Subject headingin databases like PubMed and Embase are organized in a hierarchy, with terms going from general to more specific as they go down the list. Both of these databases use a feature called explosion.

In the example below we see the term "adult" is more general than the terms below it. Meaning that when you add"Adult"[Mesh] to your search, you will also be searching everything underneathadult. In other words "Adult"[Mesh] = Aged + Aged, 80 and over + Frail Elderly + Middle Aged + Young Adult. This is explosion.

There's a couple of things to keep in mind when deciding to use the explosion:

• If you decide to use the explosion, then you will also need to add the more specific terms to your keyword list and use them in the other databases.
• If you do not want to useexplosion, then you will need to turn it off on the database's subject selection screen.
  • In PubMed use the button forDo not include MeSH terms found below this term in the MeSH hierarchy
  • In Embase use the Index term or Major focus options

For example, if I only want to use Adults and Young Adults, but not the rest, my subject terms would be"Adult"[Mesh:NoExp] and"Young Adult"[Mesh]. This is telling the database you want the Adult and Young Adult MeSH terms, but not Aged, Middle Aged, or Frail Elderly MeSH terms.

Databases that explode subject headingsby default:

• Embase
• PubMed

Databases that DO NOT explode subject headings by default:

• CINAHL
• MEDLINE
• PsycINFO
• ERIC
• Other EBSCOhost Platform Databases

In this example we have all of the keywords with their corresponding subject heading. Notice how I also have each subjectas a keyword too. You will want to add more rows to include the other databases.

Boolean Operators are words AND, OR, and NOT, and they are used to connect your search terms in a database.

AND

Using AND in your search will find articles that include BOTH terms. So if you search caffeine AND anxiety, the database will find articles that include both terms. This will narrow your results.

OR

Using OR in your search will find articles that include EITHER term. So if you searchcaffeine OR anxiety,the database will find every article about caffeine and every article about anxiety. As a result, your search will be broaden.

NOT

Using NOT in your search will exclude the second term in your search. For example, if you searchcaffeineNOT anxiety, the database will eliminate all articles withanxietyincluding the ones that are aboutcaffeinetoo. Because a NOT search can potentially eliminate relevant articles, use with caution or avoid them altogether when conducting a systematic review.

1. Start out concept by concept. For my sleepconcept I have all these words:

• sleep*
• "sleeping habits"
• "sleep habits"
• slumber*
• "sleep quality"
• "Sleep"[Mesh]

To put it all togetheruse OR in between all yourterms and it will look like this

sleep* OR"sleeping habits"OR"sleep habits"ORslumber*OR"sleep quality"OR"Sleep"[Mesh]

Do this for each concept.

2. Wrap each concept with paranthesis. This is called nesting and it helps with organizing your search strategy and keeps related concepts together.

Example: (sleep* OR"sleeping habits"OR"sleep habits"ORslumber*OR"sleep quality"OR"Sleep"[Mesh])

3. Include the word AND in between each concept.

In the following example you can see I used the following framework to put it all together:(Concept 1) AND (Concept 2) AND (Concept 3). You can also see how each concept in the search strategy is a different color.

Once you have all your search terms added phrase searching, truncation, and included boolean operatorsyou can finally start searching databases!

1. Check to see if your search results are on topic and relevant to your research. If it's not, then this is a good moment to go back to your search strategy and make changes.

2. If you see a citation that looks good and relevant to your topic, open it and check their keywords and subjects headings. If you find new ones, add it to your own search strategy. If you add a new keyword to your search remember to use it in all of your database searches and find its corresponding subject heading.

3. Repeat your search with your new search terms and repeat steps 1-3.

4. Run your search again in theremaining databases and modify as needed. Then go back to previously used databases and run your searches again.

The short answer is when you no longer find new terms to add to your search. There will come a time when all the relevant terms are already included in your search strategy and you won't need to continue adding and modifying your search. Another good indicator is when your number of results continue to stay the same number even with new terms you are adding. This is how you know your search strategy is thorough and good to go.

Go back to your protocol and review your search criteria and apply the ones that are applicable like year and language. You can apply this criteria byusing the limiters usually found on the right hand side of a database. Anything else should be excluded using a screening software like Covidence.

NOTE: In many databases limiters are applied manually, meaning that newer articles might not have filters and limits assigned yet. As a result you might be unknowingly eliminating relevant articles. Usually, year and language filters are assigned automatically, and therefore safe to use.

Overview ofPRIMARY ExcelWorkbook for SR: Created by the University of Texas, this is aPDF guide on how to track your search data using Excel.

Saving Search Strategies with PRIMARY Excel Workbook for SR:Created by the University of Texas, this isPDF guide will help you keep track of your search strategy using Excel.

Hirsh Health Sciences Library: Use theSearch Term Chartto organize, save, and track the terms used in your search strategy.

Equator Network: Provides reporting guidelines for different types of reviews according to study type

University of Tasmania - Systematic ReviewGuide: This is a step by step guide on creating a search strategy for Systematic Reviews. Step 8 talks about limits and criteria in databases.

Cochrane Manual - Section 4.4.5: This section of the Cochrane Manual has informationabout using database limits to restrict your search results by language, date, and format.

The following links are designed to help you get started with the citation managers available through the UM Libraries, if you run into any problems please contact the corresponding librarian.

• UM Citation Research Guide
  • UM EndNote Research Guide
  • UM RefWorks Research Guide
  • UM Zotero Research Guide

1. Find other types of documents you are interested in for your review like dissertations,books, conference proceedings, government documents, etc. These types of documents are also called grey literature. For more information on grey literature make sure to check out the Grey Literature Tab under the main Systematic Review Guide.

2. Remember to document EVERYTHING!Make sure you keep detailed notes on every part of the search process like which databases you searched, when they were searched, your search strategy, terms you used, and the number of results you retrieved.

3. Read and reviewyour resultsto see which articles you want to keep as part of your review. You can use Covidence to help with the screening process.

Critical Appraisal Worksheets:These worksheets fromthe Duke University Medical Center Library will help you determine which articles are good to include in your review.

JBI Critical Appraisal Tools:JBI’s critical appraisal tools assist in assessing the trustworthiness, relevance and results of published papers.

Cochrane Risk of Bias Tool (RoB 2): This tool is used to assess the risk of bias in randomized trials.

Newcastle-Ottawa Scale (NOS): This tool is used to assess the risk of bias in non-randomized studies. On the website they have a manual and a scale to follow.

QUADAS-2: This is aquality assessment tool for diagnostic accuracy studies and recommended for Systematic Reviews.

AMSTAR-2: Standing forA MeaSurement Tool to Assess systematic Reviews, AMSTAR aims to help create high-quality reviews by focusing on theirmethodological quality.