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Importance of the literature search

The aim of a systematic review is to find and summarise data from all studies which meet the inclusion criteria. A comprehensive and systematic search of the literature ensures that all relevant studies are identified and included in the analysis, strengthening the review's findings and recommendations. Equally, an inadequate literature search can lead to missed studies, compromising the validity and reliability of the review.


Key steps in the search process

Creating a search strategy is an iterative process.

Monash Health employees can access search support from the Library - see 'Library support' below.

  1. Identify relevant bibliographic databases to search, e.g. MEDLINE, Embase, Emcare.
  2. Gather your 'gold set' or 'seed' articles, 5-10 relevant papers that meet your inclusion criteria. Often you will have cited these in your protocol. 
  3. Develop a search strategy for one key database. Ensure that the draft strategy:
    • is aligned with your protocol, especially the research question and inclusion/exclusion criteria. 
    • has the qualities outlined below under Requirements for a systematic review search.
  4. Test the search strategy. Check that the results include your 'gold set' articles. 
  5. Refine the search strategy and seek feedback from a librarian (see Library support section below) - and test again.
  6. Repeat #4 and #5 as needed until the search results include all of your 'gold set' articles.
  7. Finalise the search strategy. The review team should agree on the final strategy.
  8. Translate the initial search strategy to other relevant databases that were identified in step #1.
  9. Expand your search by undertaking citation searching for each gold set article, which involves reviewing their reference lists and article that have cited them. This is known, respectively, as forwards & backwards citation searching. 
  10. Document each of the above steps (see below Requirements).

Literature searches for systematic reviews have certain qualities which are aligned with the overall methodology of a systematic review. These qualities are explained below. 

  • Comprehensive
    • Multiple bibliographic databases should be searched, including Ovid MEDLINE, Ovid Embase, and Cochrane Library (CENTRAL). You should also search more specialised databases relevant to your research area, e.g. Ovid Emcare for nursing and allied health topics or PsycINFO for mental health. See section 4.3.1 of the Cochrane Handbook.
    • In addition to database searches, use methods such as hand-searching (manually searching through key journals); forwards & backwards citation searching; and if necessary, directly contacting authors to e.g. request a manuscript or request missing data.
    • For systematic reviews of interventions, relevant unpublished data should also be captured, e.g. unpublished trial data. These types of data are known as grey literature. For advice on searching for grey literature, see our Grey Literature Guide or attend our grey literature webinar.
  • Sensitive (rather than precise)
    • The search is designed to be highly sensitive in order to capture all relevant literature. A highly sensitive search returns exponentially more results than a precise search - the review team may need to screen several thousand search results. 
    • Precise database searches may, for example, search for keywords only within the title and abstract fields. In contrast, a sensitive database search strategy may look for the same keywords within all fields. Read more about the implications for your search strategy in our Literature Searching Guide > Formulating a research question > Sensitivity vs precision.
    • Accordingly, you must justify any language or date limits applied to the search. Any limits should be related to the eligibility criteria set out in your protocol.
  • Transparent and reproducible
    • Keep a record of the final search strategies for each database searched, along with details such as the search dates and how many results were included from each database (see Reference Management section below). Enough detail should be provided that other researchers could replicate your search in its entirety. See items 6 and 7 on page two of the PRISMA 2020 expanded checklist for more information on what to document.
    • On completion of the systematic review, full search strategies will ideally be included in your final manuscript - see Reporting Findings for details. Note: To save space in your manuscript, you can also deposit a file containing the search strategies into the Monash Health Research Repository and then simply include the URL in your manuscript. For more information contact the Library team via library@monashhealth.org.
  • Up-to-date 
    • To ensure the currency of your findings, the final searches should be completed within 6 months of publication. If more than 6 months have passed since the last search and your systematic review is still in-progress, you will need to re-run your searches to check if any new relevant studies have been published.

The following resources will help you to plan and execute your literature search in line with the principles above: 

Note: Best practice is to consult a librarian while developing your search strategy - see Library support below.

It is not uncommon to start with hundreds or thousands of results. There are some important steps involved in managing results when conducting a systematic review.

1. Export search results from a research database to your reference manager

Exporting results to a reference manager helps prepare for later stages of your research, such as screening and writing.

  • Search results can be exported from all major databases and in a variety of file formats such as: RIS, BIBTex, EndNote, Excel.
  • See our 1-page summary of how to export search results from Ovid (Medline, Embase, Emcare, and APA PsycInfo), Cochrane Library, and ProQuest Nursing & Allied Health.
  • More details on exporting results can be found in the Exporting results guide 

2. Document search result numbers 

Make sure you document the total number of records identified from each database before deduplication.

  • The PRISMA Flow Diagram requires identification of the number of results from each database your have searched. 
  • Create groups in your reference manager for each database searched, to easily identify the total number of records from each database. 

3. Deduplication

There will be a number of duplicate studies among your search results, due to some similarities between the journals covered by citation databases. It is important to:

  • Remove duplicates before the screening stage. 
  • Document how many duplicates have been removed as required by the PRISMA Flow Diagram

Many reference management programs include a deduplication tool. Covidence also has an automated deduplication function which tracks the number of duplicates removed. See #5 below for or visit the Covidence guide for more information. 


4. Sharing references among the review team

When working with other researchers on a review, you may want to share your reference manager library. The team can then view search results, access pdfs and create citations during the wring process. 

Most reference managers have a share function. For example, in EndNote you can add email addresses of the people you want to share citations for your entire library, or a specific group in your library. Select whether to grant Read & Write access or Read Only access.


5. Moving studies from your reference manager to your systematic review software for screening

One of the best tools for screening results is Covidence. Monash Health has an institutional licence for Covidence and can provide support with using this tool.


Use a reference manager

We highly recommended using reference manager software as you may be dealing with thousands of results. Using software helps:

  • Document and save search results
  • De-duplication
  • Share literature results with members of your team
  • Citation and creation of a bibliography during writing

Commonly used reference management software include:

  • EndNote - Available on all Monash Health Library PCs
  • Zotero - free to download
  • Mendeley - free to download
  • Paperpile - subscription based

More information on other reference mangers is available via the referencing information guide

Rerun a search

Sometimes you may need to rerun your literature search because your search is older than 6-12 months old. Systematic review manuscript submissions with a search older than 12 months may be considered out-of-date and ineligible for submission. See Cochrane section 4-4-10 for more information. Another reason to rerun a search is if you are updating a previously published review. 


Rerun a database search 

The aim of rerunning a database search is to find newly published studies or older studies that have been recently added to the database since your last search. The table below has set commands that identify papers in set date ranges. 

Note: If it has been longer than 12 months consider re-checking your subject headings as they may have been updated or new subject headings added. MeSH is updated annually.  

Database Line command Example
MEDLINE (Ovid)

limit x to dt=YYYYMMDD-YYYYMMDD 

  • x is the number of the last row in your search 
  • First date entered could be when you last searched 
  • Second date entered could be the date you rerun the search 
  • Dt - is the date when the record was created in Medline, not the publication date 

limit 12 to dt=20230101-20240422 

Limits line 12 to between 1st Jan 2023 to 22nd April 2024

Embase and Emcare (Ovid)

limit x to dc=YYYYMMDD-YYYYMMDD 

  • x is the number of the last row in your search 
  • First date entered could be when you last searched 
  • Second date entered could be the date you rerun the search 
  • Dc - is the date when the record was created in Embase/Emcare, not the publication date

limit 12 to dc=20230101-20240422 

Limits line 12 to between 1st Jan 2023 to 22nd April 2024

PsycINFO (Ovid)

limit x to up=YYYYMMDD-YYYYMMDD

  • x is the number of the last row in your search 
  • First date entered could be when you last searched 
  • Second date entered could be the date you rerun the search 
  • Up - is the date when the record was created in PychINFO, not the publication date

limit 12 to up=20230101-20240422 

Limits line 12 to between 1st Jan 2023 to 22nd April 2024

CINAHL*

EM YYYYMMDD- 

EM YYYYMMDD-YYYYMMDD 

  • EM - ‘entry date’ can be used with a hyphen ('on or after' the date) or range 
  • use AND to join this line to the last line of your search 

EM 20230101-20240422 

Limits results to between 1st Jan 2023 to 22nd April 2024 

Scopus*

ORIG-LOAD-DATE AFT YYYYMMDD 

  • use AND to join this line to the last line of your search

AND ORIG-LOAD-DATE AFT 20230101 

Limits search results to records added after 1st Jan 2023

* Not accessible via Monash Health. May be accessible via a university affiliation

At this stage of your systematic review, the Library team can support you by: 

  • Reviewing your draft search strategy and providing feedback, either informally or via completion of a PRESS checklist.
  • Meeting with you and/or your team to discuss your review and offer guidance on using databases such as Ovid Medline.
  • Providing guidance on reference management.

For an overview of Library research support services, click the link below.

Overview of Library Research Support Services


Requesting Library support

To request research support from the Library, submit the online request form linked below.

Request research support

The highest level of support offered to Monash Health systematic review teams is at the co-authorship level. More information about co-authorship support is provided within the above form -- simply select the option for Request librarian joins the review team as a co-author to learn more.


Students

Health professional students who are affiliated with Monash Health can also access research support - see our service matrix for more information. Requests can be submitted via the same research support request form. 

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