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EPIB 629 Knowledge Synthesis

What is a systematic search?

Knowledge syntheses involve systematically searching the literature. For example,

Systematic reviews of interventions require a thorough, objective and reproducible search of a range of sources to identify as many relevant studies as possible (within resource limits). This is a major factor in distinguishing systematic reviews from traditional narrative reviews (...)

Lefebvre C, Glanville J, Briscoe S, Littlewood A, Marshall C, Metzendorf M-I, Noel-Storr A, Rader T, Shokraneh F, Thomas J, Wieland LS. Chapter 4: Searching for and selecting studies. In: Higgins JPT, Thomas J, Chandler J, Cumpston M, Li T, Page MJ, Welch VA (editors). Cochrane Handbook for Systematic Reviews of Interventions version 6.1 (updated September 2020). Cochrane, 2020. Available from https://training.cochrane.org/handbook/current/chapter-04#section-4-2-2

Systematic searching is:

  • Thorough: It involves searching more than one database and using a combination of textwords plus subject headings (the latter when available) to identify relevant literature. It also involves using supplementary search methods in addition to database searching
  • Objective: Search terms include variations in terminology and the searcher should avoid biasing the results of the search through the selection of search terms
  • Reproducible: The searcher is careful to record all the details of the search, including the database and platform with dates of coverage (may differ based on institutional subscriptions), the search strategy as executed, and the date the searches were run

Selecting databases to search

Need help choosing which databases to search for a health sciences review? 

  • Chapter four of the Cochrane Handbook states that it is mandatory to search CENTRAL, MEDLINE, and Embase (the latter when available to the review team, which is the case at McGill) for all Cochrane reviews (4.3.1.1). Other databases are also suggested in the technical supplement to chapter 4, particularly if you are performing region- or subject-specific searches covered in more specialized databases (e.g., CINAHL, PsycINFO, or regional databases).
  • Bramer et al. (2017) recommend searching the following based on their analyses: Embase, Ovid MEDLINE ALL, Web of Science Core Collection, and the first 200 records in Google Scholar. Keep in mind that Web of Science Core Collection may include different indexes depending on the institutional subscription. 
  • See the table below for other frequently searched databases in health sciences, or consult a health sciences librarian.

The Cochrane group also has a living list of resources you can consult.

Difference between a database and a platform

Difference Between a Database and a Platform

Databases are organized collections of resources used to store and retrieve information. A platform hosts databases and provides access to the information they contain.

For example, EBSCO is a platform that provides access to the CINAHL database.

 

CINAHL database hosted by EBSCO platform

 

What is Worldcat.org and Sofia? 

Now that you understand the difference between a database and a platform, let’s talk about two tools you might have heard of: Worldcat.org and Sofia.

Worldcat.org, different from Worldcat (see explanation of definition on this FAQ page), is the central database for McGill University's library holdings, including both print and electronic books and journals, article-level information from various databases, and other materials in libraries worldwide.  

Sofia is the shared, bilingual search tool used by 18 academic libraries across Quebec. It allows you to explore and access the resources available in these libraries. For more information on how to navigate Sofia, visit the Introducing Sofia: the Shared Library Search Tool LibGuide. 

 

Difference between a database and a platform video

Campbell Collaboration Online Training. Database vs. Platform

Core databases

This table lists some of the differences between the core databases used in health sciences.

Database (Platform) Subject coverage Publication types included Dates covered
MEDLINE (Ovid) / PubMed Primary biomedical database for health care research; we recommend searching MEDLINE on the Ovid platform (enhanced options for searching) or via PubMed (free platform) Journal articles, editorials 1946 to present
CINAHL (EBSCO) Extensive coverage of nursing and allied health, including nursing and rehabilitation journals not covered by MEDLINE Journal articles, editorials, trade magazines 1937 to present
CENTRAL/Trials (Cochrane Library) CENTRAL is a sub-database (identified as Trials) in the Cochrane Library and contains records of randomized and quasi-randomized studies. The majority of the records come from MEDLINE and Embase but records from CINAHL and KoreaMed are also included, along with trial records from ClinicalTrials.gov, ICTRP, and additional records from handsearching and those flagged in the Cochrane Review Groups' Specialized Registers. Journal articles, records from clinical trial registries Earliest available to present
Embase Classic + Embase (Ovid) European coverage in biomedicine, rehabilitation, pharmacology Journal articles, editorials, conferences 1947 to present
Global Index Medicus (WHO) Allows you to cross-search regional databases covering low and middle income countries Journal articles Earliest available to present
PsycINFO 1806-present (Ovid) Excellent resource for research on psychological, social, behavioural, and mental health questions Journal articles, books, book chapters, & dissertations 1806 to present
Scopus Multidisciplinary citation database; "largest database" of peer-reviewed article records covering the arts, medicine, science, social sciences, and technology Journal articles, books, conference proceedings

1788 to present

Cited references: 1970 to present

Web of Science Core Collection (All Indexes) Multidisciplinary citation database; McGill coverage includes the Science Citation Index Expanded 1900- (SCI-EXPANDED), Social Sciences Citation Index 1956- (SSCI), Arts & Humanities Citation Index 1975- (A&HCI), Conference Proceedings Citation Index-Science 1900- (CPCI-S), Conference Proceedings Citation Index-Social Science & Humanities 1900- (CPCI-SSH), and the Emerging Sources Citation Index 2015- (ESCI) Journal articles, conference proceedings 1900 to present

Additional databases

If your question spans multiple disciplines and you would like more information on databases outside of this list, we suggest

  • Consulting the research guides (also known as LibGuides) produced by McGill librarians to get a sense of resources available at McGill.
  • Referring to other high-quality knowledge syntheses published in the area of your research question. Cross-reference the methods sections of well-conducted syntheses published in the field of your synthesis topic.
  • Consulting topic experts for further guidance
  • Conducting preliminary/exploratory searches in databases you are considering including, to give you a sense of how useful the database will be.
  • Try the Search Smart database: Allows you to compare over 90 databases and their search systems. Note that not all databases are available at McGill. To quickly check most of our database subscriptions, see Databases A-Z.

Intro to Building Your Search Strategy

Build Your Search Strategy 

After selecting the database(s) you will use, it is essential to develop your search strategy. Your search strategy will guide you in finding relevant information in your chosen databases. The key to this process is identifying and utilizing a combination of keywords, subject headings, search operators, and limiters.

It can be helpful to keep track of your key concepts and terms as you go. To do this, you might consider using a search strategy worksheet to organize your process.

 

Searching with Subject Headings and Keywords

Subject Headings 

Subject headings are assigned descriptors, similar to hashtags, but from a controlled vocabulary, which can sometimes be found in a database's thesaurus. They are used in some databases to capture a concept uniformly. Searching with these standardized words or phrases, instead of text words, efficiently captures all the information falling under that term. This means you don't need to worry as much about synonyms and spelling variations.

Remember to keep in mind:

  • Not all databases use subject headings or have a controlled vocabulary.
  • A database will have its own specific controlled vocabulary, and subject headings will, in most cases, be database-dependent. For example, MEDLINE uses MeSH terms as subject headings, while Embase uses EMTREE terms
  • When records are indexed, their subject headings may not be assigned right away. For example, there might be a time delay between when records are added to databases like MEDLINE and when they are indexed with subject headings like MeSH terms. In some databases, such as MEDLINE, some records will never be indexed, even when subject headings are available.

     ⇒This is important to note because if you search using only subject headings, you might miss records or articles that haven’t been indexed with them yet.

For thorough searches, you would generally include subject headings, their text word equivalents, and any alternative terms (related terms, broader terms if needed, specific terms, synonyms, alternative spellings or variants, abbreviations).

For example: 

  • If your research question includes sickle cell disease, your MEDLINE search could use the subject heading Anemia, Sickle Cell along with the keyword sickle cell to capture more results.
  • When searching for "sickle cell" in MEDLINE, select "Map to Subject Heading" to see potential subject headings you could use. See the example below.

***However, your term may not always yield appropriate subject headings. In such cases, it is best to search your term as a keyword.

 

Screenshot of searching for the keyword "sickle cell" in the MEDLINE database  

 

Screenshot of mapped subject headings for "sickle cell" in MEDLINE database

 

 

Keywords

Keyword searching (also called textword, natural language, or free-text) is when you search for words you expect to find in the title, abstract, or author-assigned keywords. Remember, most article databases do NOT search the full text. Create a list of keywords or phrases based on the main concepts in your research question. You can organize this using the search strategy worksheet above, or any layout that works for you. When using this technique, be aware of synonyms and spelling variations.

While subject headings are usually the foundation of search strategies because they can capture a vast amount of information, there are various reasons why you should add keywords to a search:

  • For an emerging research topic that may not yet have a subject heading to describe it.

  • To retrieve the most recent articles (which have not yet been indexed with subject headings).

  • Occasionally, articles can be incorrectly indexed (e.g., not assigned a relevant subject heading) and may be missed by a search using only subject headings.

  • To develop a thorough search strategy for a systematic review or other knowledge synthesis, we always supplement the search with keywords.

***You should keep in mind that keywords do not generally account for:

  • Spelling variations
  • Synonyms
  • Plural forms

        ⇒ Truncation symbols and operators can help with this.

        ⇒ However some databases do include lemmatization.

Subject Headings

Keywords (also called textwords, natural language terms, or free-text terms)

Pre-defined "controlled vocabulary" terms

Natural language terms used by authors in the title, abstract, or author keyword fields (may also be terms used in full text)

Need to know the exact controlled vocabulary term

Need to use the textword equivalents of the subject headings plus alternative terms

Less flexible. Not always an appropriate subject heading available: May need to combine more than one subject heading with AND to capture one concept or combine subject headings with OR when multiple subject headings could be considered synonyms of the same concept

Quick & flexible way to start exploratory searches

Database looks for subjects only in the subject heading or descriptor field

Database looks for terms in selected fields, e.g., title/abstract/author keywords (many databases also allow searching in other fields such as in the affiliation field or publication source field)

Highly relevant results

Generates irrelevant results but can increase the sensitivity of the search (i.e., can pick up records that the subject headings may have missed)

Example of Using Subject Headings and Keywords

Using a concept map we will demonstrate how to use subject headings and keywords with the following research question:

⇒ What specific occupational risks are associated with an increased cancer risk in firefighters?

***Subject headings were chosen according to MeSH terms in MEDLINE

Concept map for research question
CONCEPT 1 CONCEPT 2 CONCEPT 3

Occupational risks

►Subject Headings

Occupational exposure

Environmental exposure

Keywords

Occupational Risk / Occupational risks / workplace hazard / workplace hazards / chemical exposure / contaminant / contaminants

Cancer

Subject Headings

Neoplasms

Keywords

cancer / cancers / cancerous / malignancies / malignancy / malignant / metastasis / metastases / metastatic / neoplasia / neoplasm / neoplasms / neoplastic / tumor / tumors / tumour / tumours etc.

Firefighters

Subject Headings

Firefighters 

Keywords

firefighter / firefighters

► in Ovid MEDLINE, occupational risks mapped to several subject headings, and based on the scope note these are the most relevant. See the scope note for Occupational Exposure below:

occupational exposure scope note

Searching with Operators, Parentheses, & Truncation Symbols

Boolean Operators 

Boolean operators can be placed between your search terms to narrow or broaden a search, or to exclude certain terms. The most common Boolean operators are OR, AND, and NOT.

Remember to keep in mind that:

  • Boolean operators work in many, but not all, databases, and not all operators may be available.
  • Some databases have different syntax for entering an operator. For example, in Scopus, NOT is entered as AND NOT.
  • Refer to the database help files or the "Database Specfic Operators" of this LibGuide to find out if and how Boolean operators are supported.

Note: Capitalize your operators as a matter of practice. In some platforms or search systems, it does not matter whether you enter them in uppercase or lowercase, but others (like Google Scholar) require them to be in uppercase to work properly.

Boolean Operators
OR
  • Retrieves records that contain at least one of your search terms
  • e.g., dog OR canine: The records will contain either the term "dog" OR "canine," or both terms.

Venn diagram example of using the OR boolean operator

AND
  • Retrieves records that include all of your search terms
  • e.g., ultrasound AND tuberculosis: Both terms, "ultrasound" AND "tuberculosis," will be in the records retrieved.

Venn diagram example of using the AND boolean operator

NOT
  • Retrieves records that contain your first term but exclude your second term
  • e.g., dementia NOT Alzheimer's: Records will contain the term "dementia," but NOT the term "Alzheimer's."
  • We do not usually recommend that you use NOT in your searches, as you may exclude relevant results.

Venn diagram example of using the NOT boolean operator

Proximity Operators

Many bibliographic databases also support the use of proximity operators, also known as adjacency operators. These operators allow you to refine your search by specifying the proximity of your search terms, identifying the number of words near or between them. 

  • The availability of proximity operators depends on the database and platform you are using. For example, SCOPUS uses W/n, EBSCO uses Nn, and OVID uses adjn (where "n" represents the maximum number of words).
  • For more details, refer to the Database Specific Operators and Fields section.

For example:

  • on the Ovid platform, a search for primary adj3 care could retrieve records containing, primary health care, or  primary and secondary health care.

Parentheses/Brackets

Parentheses (or brackets) are used to set the order of the execution of Boolean logic in a search. When combining different search terms with Boolean operators, the database doesn't automatically recognize synonyms. By using parentheses to group similar terms, you can ensure they are treated as a single unit in your search.

  • Parentheses work in most but not all systems (e.g., they work on the Ovid, PubMed, EBSCOhost, ProQuest, Scopus, and Web of Science platforms, but they are ignored in Google and Google Scholar)

For example: 

(chest OR thorax OR thoracic) AND (imaging OR radiographs OR radiography) 

Searching with vs without parentheses 

To demonstrate the impact of searching using parentheses see the image below: 

Example of searching with vs without brackets in CINAHL database

  • S1 - S3: These search lines demonstrate line searching, where each concept is searched separately. In S1, "Chest" and its synonyms are searched using the OR operator. In S2, "Imaging" and its synonyms are searched using the OR operator. These two searches are then combined in S3 using the AND operator, resulting in 35,378 results.
  • S4: This search line includes both "Chest" and "Imaging" concepts without using brackets, but combined using the same Boolean operators, resulting in 232,120 results. This search has a surplus of results compared to the S1 - S3 search, indicating an increase in unintended results.
  • S5: This search line includes both "Chest" and "Imaging" concepts with brackets and combined using the same Boolean operators, resulting in 35,378 results, replicating the S1 - S3 search and targeting the intended articles.

Truncation and Wildcards for Keywords 

Truncation symbols are shortcut characters which can help to include variations of your text word without having to type each variation into the search separately. This feature is also known as stemming. 

The asterisk, *, is the most common truncation symbol. Other truncation symbols and wildcards include, #, ?, $, !Depending on the platform you are using to search a given database (e.g., EBSCOhost, Ovid, ProQuest), other truncation and wildcard symbols may be available to use. Please see the database-specific operators and fields for more information.

For example: 

Searching for computer*, searches for computer, computers, computerised, computerized, etc.

Advanced Searching Tips

Advanced search techniques can include quotation marks (" ") to force phrase searching or to turn off lemmatization (this is database-dependent) and specifying search fields (such as title, subject, etc.).

Example of using quotation marks:

Imagine you're researching the phrase adverse drug reaction:

  • Without quotation marks: Searching adverse drug reaction will find articles that include the words adverse, drug, or reaction—but these words can appear anywhere in the text and in any order.

  • With quotation marks: Searching "adverse drug reaction" will find articles where these three words appear together in exactly this order.

Example of using search fields:

When you're researching the phrase adverse drug reaction, you can use a search field to focus your results

  • Searching without a field: Searching "adverse drug reaction" will give you results from anywhere in the article—titles, abstracts, body text, etc.

  • Searching with a field: Searching TI: "adverse drug reaction" tells the database to find articles where the phrase adverse drug reaction appears specifically in the title.

***Each database is different, so be sure to consult our database-specific tables to check for exact field codes and additional functions.

 

Recommended Search Structures

When searching in databases, there are several ways to structure and organize your searches to make them more efficient and concise. The following simplified examples of searching in PubMed illustrate different options you could use if you were looking for literature on the use of ultrasound to diagnose pulmonary tuberculosis.

Please note: Depending on the database you're using, you may see different ways to combine search line numbers (for example, #1 OR #2 in PubMed, or S1 OR S2 in CINAHL).

 

"Line by line" -- Easier to see if you have made spelling mistakes when you look at the number of records generated by each line; not all databases allow you to enter searches this way as it requires access to a search history (Example screenshot from PubMed):

PubMed example of line by line search

 

"Block by block" -- One key concept or set of terms per line: More succinct but you must check even more carefully for spelling mistakes; once again, not possible in all databases (requires access to a search history) (Example screenshot from PubMed):

PubMed example of block by block search

 

"Single line" -- Many databases will allow for this type of entry, but you must check that parentheses (and intended application of Boolean operators, in some cases) are supported (Example screenshot from PubMed):

PubMed example of a single line search

 

  • Complex searches will often mix these approaches, and that's okay.
  • It is important to note that this is an oversimplified example to illustrate the basic principles of structuring a search. Normally, a fully developed search strategy should include subject headings and text words (with proximity operators, truncation, field codes, etc. as appropriate).

Translating and running searches

We recommend developing the search strategy in a primary database before translating the search strategy to the other selected databases: This will make it easier to keep track of things. If you subsequently find terms in the other selected databases, you can then go back and add them to the search(es) that has (have) already been developed as well as integrate them into the remaining searches.

You can use a tool called Polyglot in Tera (with caution) to help with the search translation from MEDLINE on Ovid or from PubMed to a number of databases, such as CENTRAL (Cochrane Library/Wiley), CINAHL (EBSCOhost), Embase (Ovid), Scopus, and Web of Science Core Collection. It does not translate the subject headings, however, and you will need to do that manually (identifying the applicable subject headings in CINAHL and Embase, for example, then updating the searches accordingly, and removing them from databases in which they may have become redundant or nonsensical, e.g., when words are inverted). We also caution that using it properly requires more advanced database searching skills: It may not translate search fields accurately, and may leave in extraneous data.

The University of South Australia has some handy PDF guides on search translation:

Run your search on other databases

  • Instructions for translating a search to Scopus, Web of Science, CINAHL, SPORTDiscus (EBSCOhost), Cochrane Library, ERIC (ProQuest), and ProQuest Dissertations and Theses Global

We also recommend running all the searches on the same day to make it easier to document the date in your manuscript. 

Once you have your searches developed and you are ready to run them, you can then export the records as .ris files. These can be imported into citation software or into knowledge synthesis software such as Covidence.

Liaison Librarian

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Genevieve Gore
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Liaison Librarian, Schulich Library of Physical Sciences, Life Sciences, and Engineering
Bluesky: @genski.bsky.social
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