Documenting Your Search Process
It is vital to keep close track of your databases, strategies, and result counts, as these are an essential element of your systematic review. Often the search process is included in your review as an Appendix to demonstrate your adherence to your review methodology, such as inclusion and exclusion criteria.
The process of reviewing abstracts and determining whether they will be included in your review must also be documented, and can also be managed with a spreadsheet, or with the notes functionality of a citation manager.
While systematic review management tools are available for the entire process (see second box below), tracking your search process can be as simple as creating a spreadsheet with a sheet for each database or resource - see examples linked below.
Tracking the Progress of Systematic Reviews
A Systematic Review involves numerous steps beyond the search. While documenting the search strategies is vital, an essential element of a systematic review is tracking progress on all of the review stages. This can be managed a variety of ways.
- PRISMA 2020: Preferred Reporting Items for Systematic Reviews and Meta-Analyses
- The PRISMA Checklist provides a step by step guide to documenting the steps of a systematic review.
- The PRISMA Checklist provides a step by step guide to documenting the steps of a systematic review.
- PRISMA 2020 checklist form (complete online)The PRISMA 2020 statement comprises a 27-item checklist addressing the introduction, methods, results and discussion sections of a systematic review report, and a 12-item checklist for the abstract. Once users record a response for each item in the checklist(s), they can generate and download a report of their completed checklist in Word or PDF format.
A number of fee-based products have been developed to facilitate all of the steps of a Systematic Review (examples are linked below).
Use of these products is not required!
- EPPI-ReviewerEPPI-Reviewer 4 is a web-based software program for managing and analysing data in literature reviews. It manages references, stores PDF files and facilitates qualitative and quantitative analyses such as meta-analysis and thematic synthesis.
- CovidenceYOUR FIRST REVIEW IS FREE!
Covidence streamlines evidence synthesis with a gold standard process for creating high-quality systematic reviews. What can you do in Covidence?
Import citations / Screen titles & abstracts / Upload references / Screen full text / Do data extraction / Risk of bias / Export.