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• LEARNING OBJECTIVES
• DECLARATION OF INTEREST

Defining the clinical question

Scoping search, search strategy, sources to search, developing a search strategy, searching electronic databases, supplementary search techniques, obtaining unpublished literature, conclusions, how to carry out a literature search for a systematic review: a practical guide.

Published online by Cambridge University Press:  01 March 2018

Performing an effective literature search to obtain the best available evidence is the basis of any evidence-based discipline, in particular evidence-based medicine. However, with a vast and growing volume of published research available, searching the literature can be challenging. Even when journals are indexed in electronic databases, it can be difficult to identify all relevant studies without an effective search strategy. It is also important to search unpublished literature to reduce publication bias, which occurs from a tendency for authors and journals to preferentially publish statistically significant studies. This article is intended for clinicians and researchers who are approaching the field of evidence synthesis and would like to perform a literature search. It aims to provide advice on how to develop the search protocol and the strategy to identify the most relevant evidence for a given research or clinical question. It will also focus on how to search not only the published but also the unpublished literature using a number of online resources.

• Understand the purpose of conducting a literature search and its integral part of the literature review process

• Become aware of the range of sources that are available, including electronic databases of published data and trial registries to identify unpublished data

• Understand how to develop a search strategy and apply appropriate search terms to interrogate electronic databases or trial registries

A literature search is distinguished from, but integral to, a literature review. Literature reviews are conducted for the purpose of (a) locating information on a topic or identifying gaps in the literature for areas of future study, (b) synthesising conclusions in an area of ambiguity and (c) helping clinicians and researchers inform decision-making and practice guidelines. Literature reviews can be narrative or systematic, with narrative reviews aiming to provide a descriptive overview of selected literature, without undertaking a systematic literature search. By contrast, systematic reviews use explicit and replicable methods in order to retrieve all available literature pertaining to a specific topic to answer a defined question (Higgins Reference Higgins and Green 2011 ). Systematic reviews therefore require a priori strategies to search the literature, with predefined criteria for included and excluded studies that should be reported in full detail in a review protocol.

Performing an effective literature search to obtain the best available evidence is the basis of any evidence-based discipline, in particular evidence-based medicine (Sackett Reference Sackett 1997 ; McKeever Reference McKeever, Nguyen and Peterson 2015 ). However, with a vast and growing volume of published research available, searching the literature can be challenging. Even when journals are indexed in electronic databases, it can be difficult to identify all relevant studies without an effective search strategy (Hopewell Reference Hopewell, Clarke and Lefebvre 2007 ). In addition, unpublished data and ‘grey’ literature (informally published material such as conference abstracts) are now becoming more accessible to the public. It is important to search unpublished literature to reduce publication bias, which occurs because of a tendency for authors and journals to preferentially publish statistically significant studies (Dickersin Reference Dickersin and Min 1993 ). Efforts to locate unpublished and grey literature during the search process can help to reduce bias in the results of systematic reviews (Song Reference Song, Parekh and Hooper 2010 ). A paradigmatic example demonstrating the importance of capturing unpublished data is that of Turner et al ( Reference Turner, Matthews and Linardatos 2008 ), who showed that using only published data in their meta-analysis led to effect sizes for antidepressants that were one-third (32%) larger than effect sizes derived from combining both published and unpublished data. Such differences in findings from published and unpublished data can have real-life implications in clinical decision-making and treatment recommendation. In another relevant publication, Whittington et al ( Reference Whittington, Kendall and Fonagy 2004 ) compared the risks and benefits of selective serotonin reuptake inhibitors (SSRIs) in the treatment of depression in children. They found that published data suggested favourable risk–benefit profiles for SSRIs in this population, but the addition of unpublished data indicated that risk outweighed treatment benefits. The relative weight of drug efficacy to side-effects can be skewed if there has been a failure to search for, or include, unpublished data.

In this guide for clinicians and researchers on how to perform a literature search we use a working example about efficacy of an intervention for bipolar disorder to demonstrate the search techniques outlined. However, the overarching methods described are purposefully broad to make them accessible to all clinicians and researchers, regardless of their research or clinical question.

The review question will guide not only the search strategy, but also the conclusions that can be drawn from the review, as these will depend on which studies or other forms of evidence are included and excluded from the literature review. A narrow question will produce a narrow and precise search, perhaps resulting in too few studies on which to base a review, or be so focused that the results are not useful in wider clinical settings. Using an overly narrow search also increases the chances of missing important studies. A broad question may produce an imprecise search, with many false-positive search results. These search results may be too heterogeneous to evaluate in one review. Therefore from the outset, choices should be made about the remit of the review, which will in turn affect the search.

A number of frameworks can be used to break the review question into concepts. One such is the PICO (population, intervention, comparator and outcome) framework, developed to answer clinical questions such as the effectiveness of a clinical intervention (Richardson Reference Richardson, Wilson and Nishikawa 1995 ). It is noteworthy that ‘outcome’ concepts of the PICO framework are less often used in a search strategy as they are less well defined in the titles and abstracts of available literature (Higgins Reference Higgins and Green 2011 ). Although PICO is widely used, it is not a suitable framework for identifying key elements of all questions in the medical field, and minor adaptations are necessary to enable the structuring of different questions. Other frameworks exist that may be more appropriate for questions about health policy and management, such as ECLIPSE (expectation, client group, location, impact, professionals, service) (Wildridge Reference Wildridge and Bell 2002 ) or SPICE (setting, perspective, intervention, comparison, evaluation) for service evaluation (Booth Reference Booth 2006 ). A detailed overview of frameworks is provided in Davies ( Reference Davies 2011 ).

Before conducting a comprehensive literature search, a scoping search of the literature using just one or two databases (such as PubMed or MEDLINE) can provide valuable information as to how much literature for a given review question already exists. A scoping search may reveal whether systematic reviews have already been undertaken for a review question. Caution should be taken, however, as systematic reviews that may appear to ask the same question may have differing inclusion and exclusion criteria for studies included in the review. In addition, not all systematic reviews are of the same quality. If the original search strategy is of poor quality methodologically, original data are likely to have been missed and the search should not simply be updated (compare, for example, Naughton et al ( Reference Naughton, Clarke and O'Leary 2014 ) and Caddy et al ( Reference Caddy, Amit and McCloud 2015 ) on ketamine for treatment-resistant depression).

The first step in conducting a literature search should be to develop a search strategy. The search strategy should define how relevant literature will be identified. It should identify sources to be searched (list of databases and trial registries) and keywords used in the literature (list of keywords). The search strategy should be documented as an integral part of the systematic review protocol. Just as the rest of a well-conducted systematic review, the search strategy used needs to be explicit and detailed such that it could reproduced using the same methodology, with exactly the same results, or updated at a later time. This not only improves the reliability and accuracy of the review, but also means that if the review is replicated, the difference in reviewers should have little effect, as they will use an identical search strategy. The PRISMA (Preferred Reporting Items for Systematic Reviews and Meta-Analyses) statement was developed to standardise the reporting of systematic reviews (Moher Reference Moher, Liberati and Tetzlaff 2009 ). The PRISMA statement consists of a 27-item checklist to assess the quality of each element of a systematic review (items 6, 7 and 8 relate to the quality of literature searching) and also to guide authors when reporting their findings.

There are a number of databases that can be searched for literature, but the identification of relevant sources is dependent on the clinical or research question (different databases have different focuses, from more biology to more social science oriented) and the type of evidence that is sought (i.e. some databases report only randomised controlled trials).

• MEDLINE and Embase are the two main biomedical literature databases. MEDLINE contains more than 22 million references from more than 5600 journals worldwide. In addition, the MEDLINE In-Process & Other Non-Indexed Citations database holds references before they are published on MEDLINE. Embase has a strong coverage of drug and pharmaceutical research and provides over 30 million references from more than 8500 currently published journals, 2900 of which are not in MEDLINE. These two databases, however, are only available to either individual subscribers or through institutional access such as universities and hospitals. PubMed, developed by the National Center for Biotechnology Information of the US National Library of Medicine, provides access to a free version of MEDLINE and is accessible to researchers, clinicians and the public. PubMed comprises medical and biomedical literature indexed in MEDLINE, but provides additional access to life science journals and e-books.

In addition, there are a number of subject- and discipline-specific databases.

• PsycINFO covers a range of psychological, behavioural, social and health sciences research.

• The Cochrane Central Register of Controlled Trials (CENTRAL) hosts the most comprehensive source of randomised and quasi-randomised controlled trials. Although some of the evidence on this register is also included in Embase and MEDLINE, there are over 150 000 reports indexed from other sources, such as conference proceedings and trial registers, that would otherwise be less accessible (Dickersin Reference Dickersin, Manheimer and Wieland 2002 ).

• The Cumulative Index to Nursing and Allied Health Literature (CINAHL), British Nursing Index (BNI) and the British Nursing Database (formerly BNI with Full Text) are databases relevant to nursing, but they span literature across medical, allied health, community and health management journals.

• The Allied and Complementary Medicine Database (AMED) is a database specifically for alternative treatments in medicine.

The examples of specific databases given here are by no means exhaustive, but they are popular and likely to be used for literature searching in medicine, psychiatry and psychology. Website links for these databases are given in Box 1 , along with links to resources not mentioned above. Box 1 also provides a website link to a couple of video tutorials for searching electronic databases. Box 2 shows an example of the search sources chosen for a review of a pharmacological intervention of calcium channel antagonists in bipolar disorder, taken from a recent systematic review (Cipriani Reference Cipriani, Saunders and Attenburrow 2016a ).

BOX 1 Website links of search sources to obtain published and unpublished literature

Electronic databases

• MEDLINE/PubMed: www.ncbi.nlm.nih.gov/pubmed

• Embase: www.embase.com

• PsycINFO: www.apa.org/psycinfo

• Cochrane Central Register of Controlled Trials (CENTRAL): www.cochranelibrary.com

• Cumulative Index of Nursing and Allied Health Literature (CINAHL): www.cinahl.com

• British Nursing Index: www.bniplus.co.uk

• Allied and Complementary Medicine Database: https://www.ebsco.com/products/research-databases/amed-the-allied-and-complementary-medicine-database

Grey literature databases

• BIOSIS Previews (part of Thomson Reuters Web of Science): https://apps.webofknowledge.com

Trial registries

• ClinicalTrials.gov: www.clinicaltrials.gov

• Drugs@FDA: www.accessdata.fda.gov/scripts/cder/daf

• European Medicines Agency (EMA): www.ema.europa.eu

• World Health Organization International Clinical Trials Registry Platform (WHO ICTRP): www.who.int/ictrp

• GlaxoSmithKline Study Register: www.gsk-clinicalstudyregister.com

• Eli-Lilly clinical trial results: https://www.lilly.com/clinical-study-report-csr-synopses

Guides to further resources

• King's College London Library Services: http://libguides.kcl.ac.uk/ld.php?content_id=17678464

• Georgetown University Medical Center Dahlgren Memorial Library: https://dml.georgetown.edu/core

• University of Minnesota Biomedical Library: https://hsl.lib.umn.edu/biomed/help/nursing

Tutorial videos

• Searches in electronic databases: http://library.buffalo.edu/hsl/services/instruction/tutorials.html

• Using the Yale MeSH Analyzer tool: http://library.medicine.yale.edu/tutorials/1559

BOX 2 Example of search sources chosen for a review of calcium channel antagonists in bipolar disorder (Cipriani Reference Cipriani, Saunders and Attenburrow 2016a )

Electronic databases searched:

• MEDLINE In-Process and Other Non-Indexed Citations

For a comprehensive search of the literature it has been suggested that two or more electronic databases should be used (Suarez-Almazor Reference Suarez-Almazor, Belseck and Homik 2000 ). Suarez-Almazor and colleagues demonstrated that, in a search for controlled clinical trials (CCTs) for rheumatoid arthritis, osteoporosis and lower back pain, only 67% of available citations were found by both Embase and MEDLINE. Searching MEDLINE alone would have resulted in 25% of available CCTs being missed and searching Embase alone would have resulted in 15% of CCTs being missed. However, a balance between the sensitivity of a search (an attempt to retrieve all relevant literature in an extensive search) and the specificity of a search (an attempt to retrieve a more manageable number of relevant citations) is optimal. In addition, supplementing electronic database searches with unpublished literature searches (see ‘Obtaining unpublished literature’ below) is likely to reduce publication bias. The capacity of the individuals or review team is likely largely to determine the number of sources searched. In all cases, a clear rationale should be outlined in the review protocol for the sources chosen (the expertise of an information scientist is valuable in this process).

Important methodological considerations (such as study design) may also be included in the search strategy. Dependent on the databases and supplementary sources chosen, filters can be used to search the literature by study design (see ‘Searching electronic databases’). For instance, if the search strategy is confined to one study design term only (e.g. randomised controlled trial, RCT), only the articles labelled in this way will be selected. However, it is possible that in the database some RCTs are not labelled as such, so they will not be picked up by the filtered search. Filters can help reduce the number of references retrieved by the search, but using just one term is not 100% sensitive, especially if only one database is used (i.e. MEDLINE). It is important for systematic reviewers to know how reliable such a strategy can be and treat the results with caution.

Identifying search terms

Standardised search terms are thesaurus and indexing terms that are used by electronic databases as a convenient way to categorise articles, allowing for efficient searching. Individual database records may be assigned several different standardised search terms that describe the same or similar concepts (e.g. bipolar disorder, bipolar depression, manic–depressive psychosis, mania). This has the advantage that even if the original article did not use the standardised term, when the article is catalogued in a database it is allocated that term (Guaiana Reference Guaiana, Barbui and Cipriani 2010 ). For example, an older paper might refer to ‘manic depression’, but would be categorised under the term ‘bipolar disorder’ when catalogued in MEDLINE. These standardised search terms are called MeSH (medical subject headings) in MEDLINE and PubMed, and Emtree in Embase, and are organised in a hierarchal structure ( Fig. 1 ). In both MEDLINE and Embase an ‘explode’ command enables the database to search for a requested term, as well as specific related terms. Both narrow and broader search terms can be viewed and selected to be included in the search if appropriate to a topic. The Yale MeSH Analyzer tool ( mesh.med.yale.edu ) can be used to help identify potential terms and phrases to include in a search. It is also useful to understand why relevant articles may be missing from an initial search, as it produces a comparison grid of MeSH terms used to index each article (see Box 1 for a tutorial video link).

FIG 1 Search terms and hierarchical structure of MeSH (medical subject heading) in MEDLINE and PubMed.

In addition, MEDLINE also distinguishes between MeSH headings (MH) and publication type (PT) terms. Publication terms are less about the content of an article than about its type, specifying for example a review article, meta-analysis or RCT.

Both MeSH and Emtree have their own peculiarities, with variations in thesaurus and indexing terms. In addition, not all concepts are assigned standardised search terms, and not all databases use this method of indexing the literature. It is advisable to check the guidelines of selected databases before undertaking a search. In the absence of a MeSH heading for a particular term, free-text terms could be used.

Free-text terms are used in natural language and are not part of a database’s controlled vocabulary. Free-text terms can be used in addition to standardised search terms in order to identify as many relevant records as possible (Higgins Reference Higgins and Green 2011 ). Using free-text terms allows the reviewer to search using variations in language or spelling (e.g. hypomani* or mania* or manic* – see truncation and wildcard functions below and Fig. 2 ). A disadvantage of free-text terms is that they are only searched for in the title and abstracts of database records, and not in the full texts, meaning that when a free-text word is used only in the body of an article, it will not be retrieved in the search. Additionally, a number of specific considerations should be taken into account when selecting and using free-text terms:

• synonyms, related terms and alternative phrases (e.g. mood instability, affective instability, mood lability or emotion dysregulation)

• abbreviations or acronyms in medical and scientific research (e.g. magnetic resonance imaging or MRI)

• lay and medical terminology (e.g. high blood pressure or hypertension)

• brand and generic drug names (e.g. Prozac or fluoxetine)

• variants in spelling (e.g. UK English and American English: behaviour or behavior; paediatric or pediatric).

FIG 2 Example of a search strategy about bipolar disorder using MEDLINE (Cipriani Reference Cipriani, Saunders and Attenburrow 2016a ). The strategy follows the PICO framework and includes MeSH terms, free-text keywords and a number of other techniques, such as truncation, that have been outlined in this article. Numbers in bold give the number of citations retrieved by each search.

Truncation and wildcard functions can be used in most databases to capture variations in language:

• truncation allows the stem of a word that may have variant endings to be searched: for example, a search for depress* uses truncation to retrieve articles that mention both depression and depressive; truncation symbols may vary by database, but common symbols include: *, ! and #

• wild cards substitute one letter within a word to retrieve alternative spellings: for example, ‘wom?n’ would retrieve the terms ‘woman’ and ‘women’.

Combining search terms

Search terms should be combined in the search strategy using Boolean operators. Boolean operators allow standardised search terms and free-text terms to be combined. There are three main Boolean operators – AND, OR and NOT ( Fig. 3 ).

• OR – this operator is used to broaden a search, finding articles that contain at least one of the search terms within a concept. Sets of terms can be created for each concept, for example the population of interest: (bipolar disorder OR bipolar depression). Parentheses are used to build up search terms, with words within parentheses treated as a unit.

• AND – this can be used to join sets of concepts together, narrowing the retrieved literature to articles that contain all concepts, for example the population or condition of interest and the intervention to be evaluated: (bipolar disorder OR bipolar depression) AND calcium channel blockers. However, if at least one term from each set of concepts is not identified from the title or abstract of an article, this article will not be identified by the search strategy. It is worth mentioning here that some databases can run the search also across the full texts. For example, ScienceDirect and most publishing houses allow this kind of search, which is much more comprehensive than abstract or title searches only.

• NOT – this operator, used less often, can focus a search strategy so that it does not retrieve specific literature, for example human studies NOT animal studies. However, in certain cases the NOT operator can be too restrictive, for example if excluding male gender from a population, using ‘NOT male’ would also mean that any articles about both males and females are not obtained by the search.

FIG 3 Example of Boolean operator concepts (the resulting search is the light red shaded area).

The conventions of each database should be checked before undertaking a literature search, as functions and operators may differ slightly between them (Cipriani Reference Cipriani, Saunders and Attenburrow 2016b ). This is particularly relevant when using limits and filters. Figure 2 shows an example search strategy incorporating many of the concepts described above. The search strategy is taken from Cipriani et al ( Reference Cipriani, Zhou and Del Giovane 2016a ), but simplified to include only one intervention.

Search filters

A number of filters exist to focus a search, including language, date and study design or study focus filters. Language filters can restrict retrieval of articles to the English language, although if language is not an inclusion criterion it should not be restricted, to avoid language bias. Date filters can be used to restrict the search to literature from a specified period, for example if an intervention was only made available after a certain date. In addition, if good systematic reviews exist that are likely to capture all relevant literature (as advised by an information specialist), date restrictions can be used to search additional literature published after the date of that included in the systematic review. In the same way, date filters can be used to update a literature search since the last time it was conducted. Reviewing the literature should be a timely process (new and potentially relevant evidence is produced constantly) and updating the search is an important step, especially if collecting evidence to inform clinical decision-making, as publications in the field of medicine are increasing at an impressive rate (Barber Reference Barber, Corsi and Furukawa 2016 ). The filters chosen will depend on the research question and nature of evidence that is sought through the literature search and the guidelines of the individual database that is used.

• Google Scholar

Google Scholar allows basic Boolean operators to be used in strings of search terms. However, the search engine does not use standardised search terms that have been tagged as in traditional databases and therefore variations of keywords should always be searched. There are advantages and disadvantages to using a web search engine such as Google Scholar. Google Scholar searches the full text of an article for keywords and also searches a wider range of sources, such as conference proceedings and books, that are not found in traditional databases, making it a good resource to search for grey literature (Haddaway Reference Haddaway, Collins and Coughlin 2015 ). In addition, Google Scholar finds articles cited by other relevant articles produced in the search. However, variable retrieval of content (due to regular updating of Google algorithms and the individual's search history and location) means that search results are not necessarily reproducible and are therefore not in keeping with replicable search methods required by systematic reviews. Google Scholar alone has not been shown to retrieve more literature than other traditional databases discussed in this article and therefore should be used in addition to other sources (Bramer Reference Bramer, Giustini and Kramer 2016 ).

Citation searching

Once the search strategy has identified relevant literature, the reference lists in these sources can be searched. This is called citation searching or backward searching, and it can be used to see where particular research topics led others. This method is particularly useful if the search identifies systematic reviews or meta-analyses of a similar topic.

Conference abstracts

Conference abstracts are considered ‘grey literature’, i.e. literature that is not formally published in journals or books (Alberani Reference Alberani, De Castro Pietrangeli and Mazza 1990 ). Scherer and colleagues found that only 52.6% of all conference abstracts go on to full publication of results, and factors associated with publication were studies that had RCT designs and the reporting of positive or significant results (Scherer Reference Scherer, Langenberg and von Elm 2007 ). Therefore, failure to search relevant grey literature might miss certain data and bias the results of a review. Although conference abstracts are not indexed in most major electronic databases, they are available in databases such as BIOSIS Previews ( Box 1 ). However, as with many unpublished studies, these data did not undergo the peer review process that is often a tool for assessing and possibly improving the quality of the publication.

Searching trial registers and pharmaceutical websites

For reviews of trial interventions, a number of trial registers exist. ClinicalTrials.gov ( clinicaltrials.gov ) provides access to information on public and privately conducted clinical trials in humans. Results for both published and unpublished studies can be found for many trials on the register, in addition to information about studies that are ongoing. Searching each trial register requires a slightly different search strategy, but many of the basic principles described above still apply. Basic searches on ClinicialTrials.gov include searching by condition, specific drugs or interventions and these can be linked using Boolean operators: for example, (bipolar disorder OR manic depressive disorder) AND lithium. As mentioned above, parentheses can be used to build up search terms. More advanced searches allow one to specify further search fields such as the status of studies, study type and age of participants. The US Food and Drug Administration (FDA) hosts a database providing information about FDA-approved drugs, therapeutic products and devices ( www.fda.gov ). The database (with open access to anyone, not only in the USA) can be searched by the drug name, its active ingredient or its approval application number and, for most drugs approved in the past 20 years or so, a review of clinical trial results (some of which remain unpublished) used as evidence in the approval process is available. The European Medicines Agency (EMA) hosts a similar register for medicines developed for use in the European Union ( www.ema.europa.eu ). An internet search will show that many other national and international trial registers exist that, depending on the review question, may be relevant search sources. The World Health Organization International Clinical Trials Registry Platform (WHO ICTRP; www.who.int/ictrp ) provides access to a central database bringing a number of these national and international trial registers together. It can be searched in much the same way as ClinicalTrials.gov.

A number of pharmaceutical companies now share data from company-sponsored clinical trials. GlaxoSmithKline (GSK) is transparent in the sharing of its data from clinical studies and hosts its own clinical study register ( www.gsk-clinicalstudyregister.com ). Eli-Lilly provides clinical trial results both on its website ( www.lillytrialguide.com ) and in external registries. However, other pharmaceutical companies, such as Wyeth and Roche, divert users to clinical trial results in external registries. These registries include both published and previously unpublished studies. Searching techniques differ for each company and hand-searching through documents is often required to identify studies.

Communication with authors

Direct communication with authors of published papers could produce both additional data omitted from published studies and other unpublished studies. Contact details are usually available for the corresponding author of each paper. Although high-quality reviews do make efforts to obtain and include unpublished data, this does have potential disadvantages: the data may be incomplete and are likely not to have been peer-reviewed. It is also important to note that, although reviewers should make every effort to find unpublished data in an effort to minimise publication bias, there is still likely to remain a degree of this bias in the studies selected for a systematic review.

Developing a literature search strategy is a key part of the systematic review process, and the conclusions reached in a systematic review will depend on the quality of the evidence retrieved by the literature search. Sources should therefore be selected to minimise the possibility of bias, and supplementary search techniques should be used in addition to electronic database searching to ensure that an extensive review of the literature has been carried out. It is worth reminding that developing a search strategy should be an iterative and flexible process (Higgins Reference Higgins and Green 2011 ), and only by conducting a search oneself will one learn about the vast literature available and how best to capture it.

Acknowledgements

We thank Sarah Stockton for her help in drafting this article. Andrea Cipriani is supported by the NIHR Oxford cognitive health Clinical Research Facility.

Select the single best option for each question stem

a an explicit and replicable method used to retrieve all available literature pertaining to a specific topic to answer a defined question

b a descriptive overview of selected literature

c an initial impression of a topic which is understood more fully as a research study is conducted

d a method of gathering opinions of all clinicians or researchers in a given field

e a step-by-step process of identifying the earliest published literature through to the latest published literature.

a does not need to be specified in advance of a literature search

b does not need to be reported in a systematic literature review

c defines which sources of literature are to be searched, but not how a search is to be carried out

d defines how relevant literature will be identified and provides a basis for the search strategy

e provides a timeline for searching each electronic database or unpublished literature source.

a the Cochrane Central Register of Controlled Trials (CENTRAL)

d the Cumulative Index to Nursing and Allied Health Literature (CINAHL)

e the British Nursing Index.

a bipolar disorder OR treatment

b bipolar* OR treatment

c bipolar disorder AND treatment

d bipolar disorder NOT treatment

e (bipolar disorder) OR (treatment).

a publication bias

b funding bias

c language bias

d outcome reporting bias

e selection bias.

MCQ answers

1 a 2 d 3 b 4 c 5 a

FIG 2 Example of a search strategy about bipolar disorder using MEDLINE (Cipriani 2016a). The strategy follows the PICO framework and includes MeSH terms, free-text keywords and a number of other techniques, such as truncation, that have been outlined in this article. Numbers in bold give the number of citations retrieved by each search.

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• Volume 24, Issue 2
• Lauren Z. Atkinson and Andrea Cipriani
• DOI: https://doi.org/10.1192/bja.2017.3

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How to undertake a literature search: a step-by-step guide

Affiliation.

• 1 Literature Search Specialist, Library and Archive Service, Royal College of Nursing, London.
• PMID: 32279549
• DOI: 10.12968/bjon.2020.29.7.431

Undertaking a literature search can be a daunting prospect. Breaking the exercise down into smaller steps will make the process more manageable. This article suggests 10 steps that will help readers complete this task, from identifying key concepts to choosing databases for the search and saving the results and search strategy. It discusses each of the steps in a little more detail, with examples and suggestions on where to get help. This structured approach will help readers obtain a more focused set of results and, ultimately, save time and effort.

Keywords: Databases; Literature review; Literature search; Reference management software; Research questions; Search strategy.

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• Using the Internet to conduct a literature search. Younger P. Younger P. Nurs Stand. 2004 Oct 20-26;19(6):45-51; quiz 52. doi: 10.7748/ns2004.10.19.6.45.c3728. Nurs Stand. 2004. PMID: 15544191
• Conducting efficient literature searches. Cleary M, Hunt GE, Horsfall J. Cleary M, et al. J Psychosoc Nurs Ment Health Serv. 2009 Nov;47(11):34-41. doi: 10.3928/02793695-20090930-03. J Psychosoc Nurs Ment Health Serv. 2009. PMID: 19921761
• The importance of the literature search. Schmelzer M. Schmelzer M. Gastroenterol Nurs. 2008 Mar-Apr;31(2):151-3. doi: 10.1097/01.SGA.0000316536.61861.fd. Gastroenterol Nurs. 2008. PMID: 18391805 No abstract available.
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• Understanding the Experiences of Clinicians Accessing Electronic Databases to Search for Evidence on Pain Management Using a Mixed Methods Approach. Arumugam V, MacDermid JC, Walton D, Grewal R. Arumugam V, et al. Healthcare (Basel). 2023 Jun 12;11(12):1728. doi: 10.3390/healthcare11121728. Healthcare (Basel). 2023. PMID: 37372845 Free PMC article.
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Best Practice for Literature Searching

• Literature Search Best Practice

What is literature searching?

• What are literature reviews?
• Hierarchies of evidence
• 1. Managing references
• 2. Defining your research question
• 3. Where to search
• 4. Search strategy
• 5. Screening results
• 6. Paper acquisition
• 7. Critical appraisal
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Literature searching is the task of finding relevant information on a topic from the available research literature. Literature searches range from short fact-finding missions to comprehensive and lengthy funded systematic reviews. Or, you may want to establish through a literature review that no one has already done the research you are conducting. If so, a comprehensive search is essential to be sure that this is true.

Whatever the scale, the aim of literature searches is to gain knowledge and aid decision-making.  They are embedded in the scientific discovery process. Literature searching is a vital component of what is called "evidence-based practice", where decisions are based on the best available evidence.

What is "literature"?

Research literature writes up research that has been done in order to share it with others around the world. Far more people can read a research article than could ever visit a particular lab, so the article is the vehicle for disseminating the research.  A research article describes in detail the research that's been done, and what the researchers think can be concluded from it.   

It is important, in literature searching, that you search for  research literature .  Scientific information is published in different formats for different purposes: in  textbooks  to teach students; in  opinion  pieces, sometimes called  editorials  or  commentaries , to persuade peers; in  review articles  to survey the state of knowledge.  An abundance of other literature is available online, but not actually published (by an academic publisher)--this includes things like  conference proceedings ,  working papers, reports  and  preprints .  This type of material is called grey (or gray) literature . 

Most of the time what you are looking for for your literature review is research literature (and not opinion pieces, grey literature, or textbook material) that has been published in  scholarly peer reviewed journals .

As expertise builds, using a greater diversity of literature becomes more appropriate.  For instance, advanced students might use conference proceedings in a literature review to map the direction of new and forthcoming research. The most advanced literature reviews, systematic reviews, need to try to track down unpublished studies to be comprehensive, and a great challenge can be locating not only relevant grey literature, but studies that have been conducted but not published anywhere.  If in doubt, always check with a teacher or supervisor about what type of literature you should be including in your search.   

Why undertake literature searches?

By undertaking regular literature searches in your area of expertise, or undertaking complex literature reviews, you are:

• Able to provide context for and justify your research
• Exploring new research methods
• Highlighting gaps in existing research
• Checking if research has been done before
• Showing how your research fits with existing evidence
• Identifying flaws and bias in existing research
• Learning about terminology and different concepts related to your field
• Able to track larger trends
• Understanding what the majority of researchers have found on certain questions.
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• Last Updated: May 17, 2024 5:48 PM
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Literature Searching

Major Steps in a Literature Search

It's a good idea to plan your search in advance.  This will help you to find resources more quickly and easily, and will save you time in the long run.

There are several steps involved in conducting a literature search. The most common major steps in a literature search are:

• Create a well-defined research or topic question
• Brainstorm to gather subject terms, keywords and synonyms
• Construct the search strategy
• Select database(s) to search
• Tailor the search strategy to the selected database(s)
• Then, conduct the search and repeat as necessary

Literature searches are an iterative process. You may discover new keywords and articles through the references and citations that you find.

Keep track and document all of the subject terms or keywords used and all of the search strategies that you use as you may want or need to re-use a successful search strategy.

Make sure to document or keep track of all of the articles you identify as relevant to your topic/research question. This will save you time and frustration later when you want to find those references or article citations again when you need to cite references for your literature review.

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