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Understanding and using published standards for high
        quality systematic review searches
                       +
  The health librarian as a systematic review team
        member: practical considerations

             Ruth Mitchell, Cochrane Renal Group

       Catherine King, National Centre for Immunisation
              Research and Surveillance (NCIRS)
Introduction
• Standards
    planning the search
                                        Using standards to
    development of expert strategies   assist negotiations,
    reporting the search               expectations and
                                        documentation
                                        around who does
• Practical outworking of each          what, why, when
                                        and how
    negotiation
    management of expectations
    documentation
Standards for conducting systematic reviews
       Methodological standards for the conduct of
       Cochrane intervention reviews (Version 2.1)

  80 standards
        15 standards relating to searching for studies
            Development led by Information Methods Retrieval Group
                             Finding what works in health care:
                             standards for systematic reviews

  17 standards with 71 ‘elements’ or steps
        7 standards with 18 ‘elements’ relating to searching
Standards for planning the search



  Standard 19 Planning the search requires authors:
   to plan in advance the methods to be used for identifying studies.
   to design searches to capture as many studies as possible meeting the
    eligibility criteria
   to cover relevant time periods and sources
   to NOT restrict by language or publication status
Standards for planning the search


2.1 Establish a team with appropriate expertise and experience
to conduct the systematic review
    2.1.3 Include expertise in searching for relevant evidence

2.5 Formulate the topic for the systematic review
    2.5.3 Use a standard format to articulate each question of interest

3.1 Conduct a comprehensive systematic search for evidence
    3.1.1 Work with a librarian/information specialist to plan the search
     strategy
Practical - Planning
• Negotiation
   Individual circumstances (e.g. Hospital/ Uni library)
   Continuum of involvement (guide to standards
    full involvement)
   Clarification of purpose – e.g. Masters, Cochrane
   Scope of review
   Reference interview – existing skills

   Clarification often assists researchers as much as
    librarian
Practical - Planning

•   Expectations
       Your own – team roles, timelines/time allocation
       Researchers – team roles, time required

•   Documentation
       Discussions – supervisor/research team
       Confirm via email where possible
Standards for search strategy development and
conduct
         Searching for studies - Standards 24-38

   Sources to search – databases, prospective trial registries, grey
    literature, author contact reference lists…                       8
    maximize sensitivity with “reasonable precision”
   Search strategy development – use PICO and study design          1

   Use controlled vocabulary and free-text terms                    1

   Use appropriate search filters                                   1

   Justify use of any restrictions                                  1

   Documentation – reported searches should be reproducible         1

   Rerun searches within 12 months before publication of review 1
Standards for search strategy development and
conduct
IOM
Standard 3.1 Conduct a comprehensive search for evidence
     Search strategy development, sources to search,
      updating searches                                   7
     Peer review of strategy by an independent information
      specialist                                          1
Standard 3.2 Take action to address potentially biased reporting
of research results
     Grey literature, handsearching, contact researchers…3
Standard 3.4 Document the search
     Line-by-line description, database, date of search    1
Practical – Search development
•       Negotiate scope
         PICO
         Scoping search
         Published/Grey literature/Clinical trial registries


•       Expectation management
         Your own – monitoring time/involvement
         Team – “think my search is pretty good”..
         Timeframes – “can I have all the searches by Friday?”
Practical – Search development

• Documentation

     Account set-up (e.g. in OVID or similar)
     Saving – for researcher/self (always keep own copy!)
     Version control/ naming
     Searches – strategy, databases, interface, currency dates
      searched
Standards for reporting searches

           Methodological standards for the reporting of
           Cochrane intervention reviews
Still under development
Cover the content required for both abstract and main body of a
review e.g.
      All sources searched
      Date of last search
      Any restrictions placed on search
      Who designed and carried out the search
      Full line by line copy of each strategy
Can be viewed at http://www.editorial-unit.cochrane.org/mecir
Standards for reporting searches
                                 Standards for Reporting Systematic
                                 Reviews
Standard 5.1 Prepare final report using a structured format
5.1.6 Include a methods section. Describe the following:
           Databases and other information sources used to identify relevant studies
           Search strategy



Item 7: Information sources
Describe all information sources in the search (such as databases with dates of
coverage, contact with study authors to identify additional studies) and date last
searched.
Item 8: Search
Present the full electronic search strategy for at least one major database, including
any limits used, such that it could be repeated.
Practical - Reporting
• Negotiate
   What to include – guide using standards
   How much involvement in write up?
   Acknowledgment? – check final product


• Expectations
   Your own – finished now or still involved?
   Team – what expectations do they have re reporting
    requirements/librarian involvement?
Practical - Reporting

• Documentation
   Reporting – ensure search can be replicated
   Check researcher has exact copies of searches + all
    information as documented in the search
    development/running phase
   Journals – PRISMA – full strategy (appendix/web extra)
Conclusions
• Standards – assist rather than hinder

• Reinforce key role of information specialist

• Provide framework for negotiation, expectation
  management and documentation

• Communication skills, diplomacy and sense of
  humour
References
Cochrane
http://www.editorial-unit.cochrane.org/mecir
IOM
http://www.iom.edu/Reports/2011/Finding-What-Works-in-
Health-Care-Standards-for-Systematic-Reviews.aspx
PRISMA
http://www.prisma-statement.org/
Other standards:
AHRQ
http://effectivehealthcare.ahrq.gov/search-for-guides-reviews-
and-reports/?pageaction=displayproduct&mp=1&productID=318
CRD http://www.york.ac.uk/inst/crd/index_guidance.htm
Acknowledgments
• Cochrane Renal Group

• National Centre for Immunisation Research
  and Surveillance (NCIRS)
Activity - Scenario role play
2 scenarios to choose from
    Break into pairs
      one person takes info specialist role
      one person takes client role (opportunity to channel
       your inner worst/best client!)
    Aim is to negotiate issues and establish
     expectations for the planning stage of searching
     for a systematic review
 Feedback from 1 pair from each group

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Understanding and using published standards for high quality systematic review searches. Ruth Mitchell. AND The health librarian as a systematic review team member: practical considerations. Catherine King.

  • 1. Understanding and using published standards for high quality systematic review searches + The health librarian as a systematic review team member: practical considerations Ruth Mitchell, Cochrane Renal Group Catherine King, National Centre for Immunisation Research and Surveillance (NCIRS)
  • 2. Introduction • Standards  planning the search Using standards to  development of expert strategies assist negotiations,  reporting the search expectations and documentation around who does • Practical outworking of each what, why, when and how  negotiation  management of expectations  documentation
  • 3. Standards for conducting systematic reviews Methodological standards for the conduct of Cochrane intervention reviews (Version 2.1) 80 standards 15 standards relating to searching for studies  Development led by Information Methods Retrieval Group Finding what works in health care: standards for systematic reviews 17 standards with 71 ‘elements’ or steps 7 standards with 18 ‘elements’ relating to searching
  • 4. Standards for planning the search Standard 19 Planning the search requires authors:  to plan in advance the methods to be used for identifying studies.  to design searches to capture as many studies as possible meeting the eligibility criteria  to cover relevant time periods and sources  to NOT restrict by language or publication status
  • 5. Standards for planning the search 2.1 Establish a team with appropriate expertise and experience to conduct the systematic review  2.1.3 Include expertise in searching for relevant evidence 2.5 Formulate the topic for the systematic review  2.5.3 Use a standard format to articulate each question of interest 3.1 Conduct a comprehensive systematic search for evidence  3.1.1 Work with a librarian/information specialist to plan the search strategy
  • 6. Practical - Planning • Negotiation  Individual circumstances (e.g. Hospital/ Uni library)  Continuum of involvement (guide to standards full involvement)  Clarification of purpose – e.g. Masters, Cochrane  Scope of review  Reference interview – existing skills  Clarification often assists researchers as much as librarian
  • 7. Practical - Planning • Expectations  Your own – team roles, timelines/time allocation  Researchers – team roles, time required • Documentation  Discussions – supervisor/research team  Confirm via email where possible
  • 8. Standards for search strategy development and conduct Searching for studies - Standards 24-38  Sources to search – databases, prospective trial registries, grey literature, author contact reference lists… 8 maximize sensitivity with “reasonable precision”  Search strategy development – use PICO and study design 1  Use controlled vocabulary and free-text terms 1  Use appropriate search filters 1  Justify use of any restrictions 1  Documentation – reported searches should be reproducible 1  Rerun searches within 12 months before publication of review 1
  • 9. Standards for search strategy development and conduct IOM Standard 3.1 Conduct a comprehensive search for evidence  Search strategy development, sources to search, updating searches 7  Peer review of strategy by an independent information specialist 1 Standard 3.2 Take action to address potentially biased reporting of research results  Grey literature, handsearching, contact researchers…3 Standard 3.4 Document the search  Line-by-line description, database, date of search 1
  • 10. Practical – Search development • Negotiate scope  PICO  Scoping search  Published/Grey literature/Clinical trial registries • Expectation management  Your own – monitoring time/involvement  Team – “think my search is pretty good”..  Timeframes – “can I have all the searches by Friday?”
  • 11. Practical – Search development • Documentation  Account set-up (e.g. in OVID or similar)  Saving – for researcher/self (always keep own copy!)  Version control/ naming  Searches – strategy, databases, interface, currency dates searched
  • 12. Standards for reporting searches Methodological standards for the reporting of Cochrane intervention reviews Still under development Cover the content required for both abstract and main body of a review e.g.  All sources searched  Date of last search  Any restrictions placed on search  Who designed and carried out the search  Full line by line copy of each strategy Can be viewed at http://www.editorial-unit.cochrane.org/mecir
  • 13. Standards for reporting searches Standards for Reporting Systematic Reviews Standard 5.1 Prepare final report using a structured format 5.1.6 Include a methods section. Describe the following: Databases and other information sources used to identify relevant studies Search strategy Item 7: Information sources Describe all information sources in the search (such as databases with dates of coverage, contact with study authors to identify additional studies) and date last searched. Item 8: Search Present the full electronic search strategy for at least one major database, including any limits used, such that it could be repeated.
  • 14. Practical - Reporting • Negotiate  What to include – guide using standards  How much involvement in write up?  Acknowledgment? – check final product • Expectations  Your own – finished now or still involved?  Team – what expectations do they have re reporting requirements/librarian involvement?
  • 15. Practical - Reporting • Documentation  Reporting – ensure search can be replicated  Check researcher has exact copies of searches + all information as documented in the search development/running phase  Journals – PRISMA – full strategy (appendix/web extra)
  • 16. Conclusions • Standards – assist rather than hinder • Reinforce key role of information specialist • Provide framework for negotiation, expectation management and documentation • Communication skills, diplomacy and sense of humour
  • 18. Acknowledgments • Cochrane Renal Group • National Centre for Immunisation Research and Surveillance (NCIRS)
  • 19. Activity - Scenario role play 2 scenarios to choose from  Break into pairs one person takes info specialist role one person takes client role (opportunity to channel your inner worst/best client!)  Aim is to negotiate issues and establish expectations for the planning stage of searching for a systematic review  Feedback from 1 pair from each group