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CONSTRUCTING AND 
REPORTING EXTENSIVE 
LITERATURE SEARCHES 
Mark MacEachern, MLIS
Overview 
 Search construction 
 Sources 
 PubMed, OVID MEDLINE, EMBASE, etc. 
 Reporting
From: Users’ Guide to the Medical Literature 
(JAMA Evidence)
Evidence Pyramid
Why search? 
 A high-quality lit search is essential for a successful 
meta-analysis 
 It is from the search results that data is gathered for 
analysis 
 Failure to locate important studies can significantly affect 
results 
 Remember the goal is to capture every relevant study 
 Important to report search so your methodology can be 
reproduced
What to expect? 
 Expect 1000s of results 
 Expect to search multiple databases 
 Ovid, EMBASE, PubMed, Scopus, etc. 
 Expect the search process to take awhile 
 Expect to publish search strategy and search 
methodology 
 Expect to consult a professional with search expertise 
(health sciences librarian)
Search construction 
 Concept building 
 Boolean logic 
 Vocabulary 
 Techniques 
 Evaluating searches
Search construction: Concept 
building 
 Identify major concepts of topic 
 PICO helps for clinical questions, but the concept can be 
applied in other contexts 
 Example: Do any olfactory identification tests predict the 
development of Alzheimer’s disease? ] 
 http://www.ncbi.nlm.nih.gov/pubmed/22552846 
 What are the major concepts? 
 Alzheimer disease 
 Olfactory tests 
 Predict? 
 People/Humans?
Search construction: Concept 
building 
 Alternate words / Synonyms 
 Alzheimer, Alzheimer’s, dementia, cognition 
disorders 
 Olfactory tests, sniffin’ sticks, b-sit, cc sit, smell 
identification test
Search construction: Boolean 
Logic 
 AND 
Alzheimer’ 
s Disease 
Olfactory 
test 
Alzheimer’ Dementia 
s disease 
Humans Animals 
 OR 
 NOT
Search construction: Boolean 
Logic 
Concept 2 
Concept 1 
Alzheimer 
disease 
OR AND 
dementia 
Olfactory 
Identification test 
OR 
B-sit 
OR 
Sniffin’ Sticks 
OR 
Etc. 
(alzheimer disease OR dementia) AND (olfactory identification test OR b-sit OR sniffin’ 
sticks OR …)
Search construction: 
Vocabulary 
Keywords 
Controlled 
vocabularies
Search construction: 
Vocabulary 
Keywords 
Controlled 
vocabularies 
What are they? 
 Literal search 
 Looks for occurrences of words 
When to use? 
 Current topics 
 Not easy to describe concepts 
 No vocabulary exists in database 
Examples 
 Drug names (Lipitor, Prozac) 
 Slang 
 Concepts (Swine flu, oil spill)
Search construction: 
Vocabulary 
Keywords 
Controlled 
vocabularies 
What are they? 
 Set of words or phrases used to 
describe concepts 
 Dictionary of accepted terms for a 
database 
When to use? 
 Searching a database that uses one 
Examples 
 MeSH (Medical Subject Headings) 
 EMTREE (Embase)
Search construction: 
Vocabulary 
Keywords 
Controlled 
vocabularies 
MeS 
H
Search construction: 
Techniques 
 Truncation 
 Wild cards 
 Adjacency 
 Phrases 
 Boolean 
 Parentheses 
 residen* 
 an?sthesiology, p?diatrics 
 screen* adj5 cancer* 
 “dental education” 
 “dental implants”[mh] AND “dental 
restoration failure”[mh] 
 (“dental implants”[mh] OR 
implants[title/abstract]) AND (“dental 
restoration failure”[mh] OR 
failure[title]) 
Note: Techniques vary from database to database
Search construction: 
Techniques 
 Limits or Filters – use sparingly (language, species, pt)
Search construction: 
Techniques 
 Exploding subject headings 
 Databases handle explosion differently
Search construction: 
Techniques 
 Subheadings 
“dental implants/standards”[mesh]
Search construction: 
Techniques 
 Floating subheadings 
Ovid MEDLINE (extract) 
1. exp Arthritis, Rheumatoid/ 
2. exp Inflammatory Bowel 
Diseases/ 
3. cuc.tw. 
4. chronic ulcerative colitis.tw. 
5. crohn*.tw. 
6. ibd.tw. 
7. rheumatoid arthritis.tw. 
8. or/1-7 
9. exp Postoperative 
Complications/ 
10. exp Perioperative Care/ 
11. su.fs. 
12. or/9-11 
13. 8 and 12 
PubMed (extract) 
("inflammatory bowel diseases"[mh] OR 
"chronic ulcerative colitis”[tiab] OR cuc[tiab] 
OR crohn[tiab] OR "crohn's” [tiab] OR 
crohns[tiab] OR ibd[tiab] OR "rheumatoid 
arthritis” [tiab]) AND ("postoperative 
complications"[mh] OR "perioperative 
care"[mh] OR "surgery”[subheading] OR 
"post operative"[tiab] OR 
"postoperative"[tiab])
Search construction: Filters 
 A predefined search designed to target specific study 
methodologies (RCTs, Cohort, Systematic Reviews) 
 Use a validated filter (whenever possible) 
 Example: PubMed Clinical Queries – Systematic 
Reviews 
(systematic review [ti] OR meta-analysis [pt] OR meta-analysis [ti] OR systematic literature review [ti] OR 
(systematic review [tiab] AND review [pt]) OR consensus development conference [pt] OR practice guideline 
[pt] OR cochrane database syst rev [ta] OR acp journal club [ta] OR health technol assess [ta] OR evid rep 
technol assess summ [ta] OR drug class reviews [ti]) OR (clinical guideline [tw] AND management [tw]) OR 
((evidence based[ti] OR evidence-based medicine [mh] OR best practice* [ti] OR evidence synthesis [tiab]) 
AND (review [pt] OR diseases category[mh] OR behavior and behavior mechanisms [mh] OR therapeutics 
[mh] OR evaluation studies[pt] OR validation studies[pt] OR guideline [pt] OR pmcbook)) OR ((systematic 
[tw] OR systematically [tw] OR critical [tiab] OR (study selection [tw]) OR (predetermined [tw] OR inclusion 
[tw] AND criteri* [tw]) OR exclusion criteri* [tw] OR main outcome measures [tw] OR standard of care [tw] OR 
standards of care [tw]) AND (survey [tiab] OR surveys [tiab] OR overview* [tw] OR review [tiab] OR reviews 
[tiab] OR search* [tw] OR handsearch [tw] OR analysis [ti] OR critique [tiab] OR appraisal [tw] OR (reduction 
[tw]AND (risk [mh] OR risk [tw]) AND (death OR recurrence))) AND (literature [tiab] OR articles [tiab] OR 
publications [tiab] OR publication [tiab] OR bibliography [tiab] OR bibliographies [tiab] OR published [tiab] OR 
unpublished [tw] OR citation [tw] OR citations [tw] OR database [tiab] OR internet [tiab] OR textbooks [tiab] 
OR references [tw] OR scales [tw] OR papers [tw] OR datasets [tw] OR trials [tiab] OR meta-analy* [tw] OR 
(clinical [tiab] AND studies [tiab]) OR treatment outcome [mh] OR treatment outcome [tw] OR pmcbook)) 
NOT (letter [http://pwt] wORw n.newlmsp.anpiehr. agroticvle/ b[pst]d O/pRu cbommmeednt_ [sptu])bsets/sysreviews_strategy.html
Search construction: Methodologic 
Filters 
From PubMed Clinical Queries
Search construction: Methodologic 
Filters
Sources 
 PubMed 
 Ovid MEDLINE 
 EMBASE 
 Scopus 
 Web of Science 
 PsycINFO 
 CINAHL 
 Cochrane Database of 
Systematic Reviews 
 Conference Papers 
Index 
 ClinicalTrials.gov 
 ERIC 
 Proquest Theses & 
Dissertations 
 CABI 
 Google Scholar 
 Sociological Abstracts 
 And others…
Sources: PubMed 
(pubmed.gov) 
 Primary biomedical 
database 
 22+ million citations 
 Native interface for 
MEDLINE dataset 
 Citations indexed with 
MeSH
Sources: PubMed
Sources: Ovid MEDLINE 
 Different interface to 
search MEDLINE dataset 
 Heavily used for 
systematic reviews 
 Provides additional 
search functionality 
(adjacency) 
 Uses MeSH (like 
PubMed)
Sources: Ovid MEDLINE
Sources: Ovid MEDLINE
Sources: EMBASE 
 Similar to PubMed, Ovid 
 Indexes man more 
international journals 
 Drug indexing is a plus 
 Uses EMTREE 
 Includes MEDLINE, 
unless you NOT out
Sources: Web of Science 
 Citation database 
 Times cited & conference 
proceedings 
 Other ISI databases: 
 Impact Factors 
 Biosis Previews
Sources: Other options 
 Examine the references of articles of relevance 
 Included studies and relevant reviews 
 Use cited by features 
 Set up email alerts 
 Contact authors, companies, organizations, 
societies, etc 
 Search for ongoing studies (prelim data) 
 Hand search important journals (by Impact Factor, 
perhaps) 
 Citation tracking
Reporting
Reporting 
 See PRISMA statement 
 “The aim of the PRISMA Statement is to help authors 
report a wide array of systematic reviews to assess the 
benefits and harms of a health care intervention. PRISMA 
focuses on ways in which authors can ensure the 
transparent and complete reporting of systematic reviews 
and meta-analyses.” 
http://www.prisma-statement.org/statement.htm
Reporting 
 See Cochrane Handbook 
 http://www.cochrane-handbook.org/ 
 Section 6.6 
 “It should be borne in mind at the outset that the full 
search strategies for each database will need to be 
included in an Appendix of the review.”
Reporting 
 See Cochrane Handbook 
 http://www.cochrane-handbook.org/ 
 Section 6.6 
 In study flow diagram: 
 number of unique records identified by the searches; 
 number of records excluded after preliminary screening (e.g. of titles 
and abstracts); and 
 number of records retrieved in full text
Reporting 
 See Cochrane Handbook 
 http://www.cochrane-handbook.org/ 
 Section 6.6 
 In abstract: 
 List all databases searched. 
 Note the dates of the last search for each database or the period 
searched. 
 Note any language or publication status restrictions (but refer to Section 
6.4.9). 
 List individuals or organizations contacted.”
Reporting 
 See Cochrane Handbook 
 http://www.cochrane-handbook.org/ 
 Section 6.6 
 In methods: 
 List all databases searched. 
 Note the dates of the last search for each database AND the period 
searched. 
 Note any language or publication status restrictions 
 List grey literature sources. 
 List individuals or organizations contacted. 
 List any journals and conference proceedings specifically handsearched 
for the review. 
 List any other sources searched (e.g. reference lists, the internet).
Reporting 
 Example
Recap 
 Spend time developing your search 
 Search multiple databases 
 Take notes during process 
 Give thought to how you want to report on the data 
collection 
 Consult an expert searcher
Thanks! 
Mark MacEachern, MLIS 
Informationist, Taubman Health Sciences Library 
markmac@umich.edu

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Exhaustive Literature Searching (Systematic Reviews)

  • 1. CONSTRUCTING AND REPORTING EXTENSIVE LITERATURE SEARCHES Mark MacEachern, MLIS
  • 2. Overview  Search construction  Sources  PubMed, OVID MEDLINE, EMBASE, etc.  Reporting
  • 3. From: Users’ Guide to the Medical Literature (JAMA Evidence)
  • 5. Why search?  A high-quality lit search is essential for a successful meta-analysis  It is from the search results that data is gathered for analysis  Failure to locate important studies can significantly affect results  Remember the goal is to capture every relevant study  Important to report search so your methodology can be reproduced
  • 6. What to expect?  Expect 1000s of results  Expect to search multiple databases  Ovid, EMBASE, PubMed, Scopus, etc.  Expect the search process to take awhile  Expect to publish search strategy and search methodology  Expect to consult a professional with search expertise (health sciences librarian)
  • 7. Search construction  Concept building  Boolean logic  Vocabulary  Techniques  Evaluating searches
  • 8. Search construction: Concept building  Identify major concepts of topic  PICO helps for clinical questions, but the concept can be applied in other contexts  Example: Do any olfactory identification tests predict the development of Alzheimer’s disease? ]  http://www.ncbi.nlm.nih.gov/pubmed/22552846  What are the major concepts?  Alzheimer disease  Olfactory tests  Predict?  People/Humans?
  • 9. Search construction: Concept building  Alternate words / Synonyms  Alzheimer, Alzheimer’s, dementia, cognition disorders  Olfactory tests, sniffin’ sticks, b-sit, cc sit, smell identification test
  • 10. Search construction: Boolean Logic  AND Alzheimer’ s Disease Olfactory test Alzheimer’ Dementia s disease Humans Animals  OR  NOT
  • 11. Search construction: Boolean Logic Concept 2 Concept 1 Alzheimer disease OR AND dementia Olfactory Identification test OR B-sit OR Sniffin’ Sticks OR Etc. (alzheimer disease OR dementia) AND (olfactory identification test OR b-sit OR sniffin’ sticks OR …)
  • 12. Search construction: Vocabulary Keywords Controlled vocabularies
  • 13. Search construction: Vocabulary Keywords Controlled vocabularies What are they?  Literal search  Looks for occurrences of words When to use?  Current topics  Not easy to describe concepts  No vocabulary exists in database Examples  Drug names (Lipitor, Prozac)  Slang  Concepts (Swine flu, oil spill)
  • 14. Search construction: Vocabulary Keywords Controlled vocabularies What are they?  Set of words or phrases used to describe concepts  Dictionary of accepted terms for a database When to use?  Searching a database that uses one Examples  MeSH (Medical Subject Headings)  EMTREE (Embase)
  • 15. Search construction: Vocabulary Keywords Controlled vocabularies MeS H
  • 16. Search construction: Techniques  Truncation  Wild cards  Adjacency  Phrases  Boolean  Parentheses  residen*  an?sthesiology, p?diatrics  screen* adj5 cancer*  “dental education”  “dental implants”[mh] AND “dental restoration failure”[mh]  (“dental implants”[mh] OR implants[title/abstract]) AND (“dental restoration failure”[mh] OR failure[title]) Note: Techniques vary from database to database
  • 17. Search construction: Techniques  Limits or Filters – use sparingly (language, species, pt)
  • 18. Search construction: Techniques  Exploding subject headings  Databases handle explosion differently
  • 19. Search construction: Techniques  Subheadings “dental implants/standards”[mesh]
  • 20. Search construction: Techniques  Floating subheadings Ovid MEDLINE (extract) 1. exp Arthritis, Rheumatoid/ 2. exp Inflammatory Bowel Diseases/ 3. cuc.tw. 4. chronic ulcerative colitis.tw. 5. crohn*.tw. 6. ibd.tw. 7. rheumatoid arthritis.tw. 8. or/1-7 9. exp Postoperative Complications/ 10. exp Perioperative Care/ 11. su.fs. 12. or/9-11 13. 8 and 12 PubMed (extract) ("inflammatory bowel diseases"[mh] OR "chronic ulcerative colitis”[tiab] OR cuc[tiab] OR crohn[tiab] OR "crohn's” [tiab] OR crohns[tiab] OR ibd[tiab] OR "rheumatoid arthritis” [tiab]) AND ("postoperative complications"[mh] OR "perioperative care"[mh] OR "surgery”[subheading] OR "post operative"[tiab] OR "postoperative"[tiab])
  • 21. Search construction: Filters  A predefined search designed to target specific study methodologies (RCTs, Cohort, Systematic Reviews)  Use a validated filter (whenever possible)  Example: PubMed Clinical Queries – Systematic Reviews (systematic review [ti] OR meta-analysis [pt] OR meta-analysis [ti] OR systematic literature review [ti] OR (systematic review [tiab] AND review [pt]) OR consensus development conference [pt] OR practice guideline [pt] OR cochrane database syst rev [ta] OR acp journal club [ta] OR health technol assess [ta] OR evid rep technol assess summ [ta] OR drug class reviews [ti]) OR (clinical guideline [tw] AND management [tw]) OR ((evidence based[ti] OR evidence-based medicine [mh] OR best practice* [ti] OR evidence synthesis [tiab]) AND (review [pt] OR diseases category[mh] OR behavior and behavior mechanisms [mh] OR therapeutics [mh] OR evaluation studies[pt] OR validation studies[pt] OR guideline [pt] OR pmcbook)) OR ((systematic [tw] OR systematically [tw] OR critical [tiab] OR (study selection [tw]) OR (predetermined [tw] OR inclusion [tw] AND criteri* [tw]) OR exclusion criteri* [tw] OR main outcome measures [tw] OR standard of care [tw] OR standards of care [tw]) AND (survey [tiab] OR surveys [tiab] OR overview* [tw] OR review [tiab] OR reviews [tiab] OR search* [tw] OR handsearch [tw] OR analysis [ti] OR critique [tiab] OR appraisal [tw] OR (reduction [tw]AND (risk [mh] OR risk [tw]) AND (death OR recurrence))) AND (literature [tiab] OR articles [tiab] OR publications [tiab] OR publication [tiab] OR bibliography [tiab] OR bibliographies [tiab] OR published [tiab] OR unpublished [tw] OR citation [tw] OR citations [tw] OR database [tiab] OR internet [tiab] OR textbooks [tiab] OR references [tw] OR scales [tw] OR papers [tw] OR datasets [tw] OR trials [tiab] OR meta-analy* [tw] OR (clinical [tiab] AND studies [tiab]) OR treatment outcome [mh] OR treatment outcome [tw] OR pmcbook)) NOT (letter [http://pwt] wORw n.newlmsp.anpiehr. agroticvle/ b[pst]d O/pRu cbommmeednt_ [sptu])bsets/sysreviews_strategy.html
  • 22. Search construction: Methodologic Filters From PubMed Clinical Queries
  • 24. Sources  PubMed  Ovid MEDLINE  EMBASE  Scopus  Web of Science  PsycINFO  CINAHL  Cochrane Database of Systematic Reviews  Conference Papers Index  ClinicalTrials.gov  ERIC  Proquest Theses & Dissertations  CABI  Google Scholar  Sociological Abstracts  And others…
  • 25. Sources: PubMed (pubmed.gov)  Primary biomedical database  22+ million citations  Native interface for MEDLINE dataset  Citations indexed with MeSH
  • 27. Sources: Ovid MEDLINE  Different interface to search MEDLINE dataset  Heavily used for systematic reviews  Provides additional search functionality (adjacency)  Uses MeSH (like PubMed)
  • 30. Sources: EMBASE  Similar to PubMed, Ovid  Indexes man more international journals  Drug indexing is a plus  Uses EMTREE  Includes MEDLINE, unless you NOT out
  • 31. Sources: Web of Science  Citation database  Times cited & conference proceedings  Other ISI databases:  Impact Factors  Biosis Previews
  • 32. Sources: Other options  Examine the references of articles of relevance  Included studies and relevant reviews  Use cited by features  Set up email alerts  Contact authors, companies, organizations, societies, etc  Search for ongoing studies (prelim data)  Hand search important journals (by Impact Factor, perhaps)  Citation tracking
  • 34. Reporting  See PRISMA statement  “The aim of the PRISMA Statement is to help authors report a wide array of systematic reviews to assess the benefits and harms of a health care intervention. PRISMA focuses on ways in which authors can ensure the transparent and complete reporting of systematic reviews and meta-analyses.” http://www.prisma-statement.org/statement.htm
  • 35. Reporting  See Cochrane Handbook  http://www.cochrane-handbook.org/  Section 6.6  “It should be borne in mind at the outset that the full search strategies for each database will need to be included in an Appendix of the review.”
  • 36. Reporting  See Cochrane Handbook  http://www.cochrane-handbook.org/  Section 6.6  In study flow diagram:  number of unique records identified by the searches;  number of records excluded after preliminary screening (e.g. of titles and abstracts); and  number of records retrieved in full text
  • 37. Reporting  See Cochrane Handbook  http://www.cochrane-handbook.org/  Section 6.6  In abstract:  List all databases searched.  Note the dates of the last search for each database or the period searched.  Note any language or publication status restrictions (but refer to Section 6.4.9).  List individuals or organizations contacted.”
  • 38. Reporting  See Cochrane Handbook  http://www.cochrane-handbook.org/  Section 6.6  In methods:  List all databases searched.  Note the dates of the last search for each database AND the period searched.  Note any language or publication status restrictions  List grey literature sources.  List individuals or organizations contacted.  List any journals and conference proceedings specifically handsearched for the review.  List any other sources searched (e.g. reference lists, the internet).
  • 40. Recap  Spend time developing your search  Search multiple databases  Take notes during process  Give thought to how you want to report on the data collection  Consult an expert searcher
  • 41. Thanks! Mark MacEachern, MLIS Informationist, Taubman Health Sciences Library markmac@umich.edu