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Knowledge Synthesis: Systematic, Scoping & Other Reviews

Overview

Learning to conduct an effective and comprehensive search of the literature takes time and practice. There are many resources available to you through UBC Library including custom workshops and consultation with subject librarians.  

See the following resources for overviews on running a search:

Remember that searching:

  • Is an iterative process;
  • often requires re-evaluation and testing, from adding or changing keywords and the ways they relate to each other, to choosing new resources to search, and even rewording or refining the research question;
  • is a logic puzzle that requires an balance of precision and sensitivity.

Search Tools

Several search techniques are common to a variety of licensed databases - subject headings, truncation, Boolean operators, and limits. Depending on your topic, there may also be search filters available to apply to one or more databases.  See these Medline Ovid tutorials for an overview of different techniques.

Techniques to aid the process include using a table in Word or Excel to list the concepts in your research question.  This way you can keep track of potentially relevant subject headings and keywords that you discover when exploring scope notes and thesaurus trees. Another is to use the save search history in most databases to record your search and to set up email alerts for when new articles are found on your topic.

Many databases include a system of subject headings (which may also be called descriptors, or controlled vocabulary). These terms are added to articles by human indexers to make it easier to search for all the articles on a particular concept. Most other topical, or subject, databases have a system of subject headings, which can usually be found in the thesaurus section of a database. In Medline these are known as MeSH (Medical Subject Headings), in EMBASE as Emtree, and in CINAHL they are Headings.

For a thorough literature search, you should search each concept with both keywords and subject headings.

Some databases and grey literature sources only allow searching by keyword (aka free text or natural language). Useful techniques include truncation, wildcards, phrase searching, and proximity searching.

The table below summarizes various search techniques across a selection of databases and search tools.

SOURCE TRUNCATION WILDCARD PHRASE PROXIMITY Other
Notes
Stands in for 0 or 1 characters Stands in for 0 or more characters Stands in for exactly 1 character
OVID databases:

  or  $   or  :


Example:
disease$




Note: [i]

?


Example:
flavo?r




Note: [ii]
 
#

Example:
wom#n




Note: [iii]
  • No quotation marks needed for phrase searching
  • Stop words will be removed
adjn
(where "n" is a number)

Example:
natural adj5 childbirth



Note: [iv]
 
PubMed
*



Note: [v]
     
"xxx"



Note: [xxii]
“search terms”[Field:~N]

 

 

Example:

“hip pain”[Title/Abstract:~2]

Finds hip within 2 or less words from pain.

Note: [xxiii]

 

PROQUEST databases:

*





Note: [vi]
*




 
 
?





Note: [vii]
"xxx"





 
NEAR/n
or
N/n


(where "n" is a number)
Note: [viii]
 

PRE/n
or
P/n

Note: [ix]

EBSCOHOST databases:

*












 
#












Note: [x]
*












 
?












Note: [xi]
"xxx"












 
N/n
or
W/n

(where "n" is a number)







Note: [xii]
 
Compendex Engineering Village
*
Automatic Stemming

Note: [xiii]
*



 
*



 
?



 
"xxx"
or
{xxx}

 
NEAR/n
or
ONEAR/n

Note: [xiv]
 
Cabi Digital Library
*

 

Note: [xix]

?


Note: [xix]

   
“”
disables stemming

 

Note: [xx]

“hip pain”~2

 

Note [xxi]

 
Web of Science Core Collection
*




Note: [xv]
$




Note: [xvi]
*
?
"xxx"
NEAR/n
(where "n" is a number)
When the word "near" appears in the title of a source item such as the title of a journal, book, or proceeding - enclose in parentheses (near)
PEDro Automatic stemming.

Use truncation character * only at the beginning of a word

Note: [xvii]
   
@
"xxx"
   
Scopus
*

Use of lemmatization
 
*
?
“xxx” = loose phrase {xxx} = exact phrase

Note: [xxiv]

W/n PRE/n  


Note: [xxiv]

 
UBC Library Catalogue
?
     
"xxx"
   
UBC Library - Summon Search
*
 
*
?
"xxx"
  Wildcards cannot be used as the first character in a search
Google/Google Scholar        
"xxx"
 
Notes: [xviii]

 

NOTES AND EXPLANATIONS

 

Cabi Digital Library

[xix] Truncation and wildcards cannot be used with phrase searching or proximity searching. https://help.cabi.org/cabi-digital-library-help/search/truncation-or-using-wildcards-for-searching-with-partial-search-terms

[xx] https://help.cabi.org/cabi-digital-library-help/search/using-double-quotes-for-exact-matching-of-words-and-phrases  

[xxi] Place quotation marks around the terms you want to search for, followed by a tilde ~ and a number indicating the maximum number of words separating the terms.  If a proximity operator is included inside double quotes “~” it is ignored https://help.cabi.org/cabi-digital-library-help/search/proximity-searching

Ovid databases

[i] In OVID databases, you must turn off Subject mapping for truncation to work. You may add a number after your truncation symbol (i.e., *5) to restrict the search to a certain number of characters. For instance, the search: fish*4 would find fish, fishes, fishing, etc., but would not find longer results, such as “fisheries”.

[ii] In OVID databases, use the ? wildcard symbol to find variations of spelling for the term. The ? symbol is used inside or at the end of the search word. For instance colo?r would find all results for "color", and all results for "colour". And bird? Would find results for "bird" and "birds".

[iii] In OVID databases, use the # wildcard symbol to find variant spellings of a word. It can be placed inside or at the end of a search word. The # symbol must replace exactly one character (i.e., wom#n). So if you searched for: colo#r it would only find results for “colour”, but not color.

[iv] In OVID databases, you may broaden or narrow your search by using the proximity searching operator Adj with a number 1-99. e.g. adj3 searches for terms within 3 words of each other in any order. ADJ without a number finds terms next to each other in specified order. http://site.ovid.com/site/help/documentation/osp/en/Content/syntax.htm#operators

PubMed

[v] To create a wildcard search in PubMed, use an asterisk (*) to substitute for 0 or more characters in a term or phrase. In PubMed using the * truncation symbol will prevent subject mapping of your search term. In PubMed using the * truncation symbol will prevent subject mapping of your search term. It will find the first 600 possible results and then stop searching. https://pubmed.ncbi.nlm.nih.gov/help/#wildcards

[xxii] When you enter search terms as a phrase, PubMed will not perform automatic term mapping that includes the MeSH term and any specific terms indented under that term in the MeSH hierarchy. For example, "climate change" will include citations that are indexed to the MeSH term, Climate Change, but will not include the more specific terms, e.g., Global Warming or Sea Level Rise https://pubmed.ncbi.nlm.nih.gov/help/#searching-for-a-phrase

[xxiii] Does not work with the “All Fields” field code; limited to [Affiliation], [Title] and [Title/Abstract] fields. https://pubmed.ncbi.nlm.nih.gov/help/#proximity-searching

PROQUEST databases

[vi] In PROQUEST databases, you may add a number after your truncation symbol (i.e., *5) to restrict the search to a certain number of characters. For instance, the search: fish*4 would find fish, fishes, fishing, etc., but would not find longer results, such as "fisheries".

[vii] In PROQUEST databases, use the ? wildcard symbol to replace any single character, either inside or at the end of the search word. Multiple wildcards can be used to represent multiple characters. For example: nurse? would find: nurses, nursed, but not nurse; sm?th would find: smith and smyth; ad??? would find: added, adult, adopt.

[viii] In PROQUEST databases, use NEAR/n or N/n to look for documents that contain two search terms, in any order, within "n" specified number of words apart. Replace "n" with a number. For example: nursing NEAR/3 education; media N/3 women.

[ix] Use PRE or P to search for a term within specified number of words before a second term. Eg: nursing PRE/4 education

EBSCOHOST databases

[x] Use # for alternate spellings. For example, colo#r finds – color/colour.

[xi] In EBSCOHOST databases, use the ? wildcard to find an unknown character. For example, type ne?t to find all citations containing neatnest or next. EBSCOhost does not find net because the wildcard replaces a single character.

[xii] In EBSCOHOST databases The N5 proximity search finds the words if they are within five words of one another regardless of the order in which they appear. The W5 proximity search finds the words if they are within five words of one another and in the order in which you entered them.

Compendex Engineering Village

[xiii] In Engineering Village, Inspec database, search term stemming is automatic. Using truncation or wildcard characters automatically turns the “auto-truncation” off. You may also turn it off by selecting “auto-stemming>off”. To turn truncation off when not using a truncation or wild card character, put search terms in between quotation marks or braces {}. You may use the * truncation character at the beginning or end of a search term.

It also can be used as a mutli-character wildcard. Use an asterisk to replace 0 to X number of characters anywhere in the word.  

Examples:

  • h*emoglobin finds hemoglobin, haemoglobin, hemimethemoglobin
  • Sul*ate finds sulfate, sulfonate, sulphate, sulphonate.  

Left Truncation: If you precede a word with the an asterisk *

Example:

  • *sorption returns adsorption, absorption, chemisorption, desorption, resorption, sorption

[xiv] ONEAR finds words in proximity to one another, in exact order entered.

Web of Science

[xv] In Web of Science databases you can use truncation in Title or Topic searches. You must enter at least three characters before and after a wildcard when using either left-hand truncation or right-hand truncation.

[xvi] The asterisk (*) represents any group of characters, including no character.The question mark (?) represents any single character.The dollar sign ($) represents zero or one character.

PEDro

[xvii]

  • In PEDro, truncation at the end of a word is automatic.
  • If you would like to truncate the beginning of the word - for example, if you wanted to find papers on edema, oedema, lymphedema or lymphoedema, type *edema in a text field. Note, that if you put an asterisk * at the beginning of a word, PEDro will not also find variants at the end of the word (that is, PEDro can’t simultaneously search for variants at the beginning and end of the same word).
Google/Google Scholar

[xviii] In Google, there are some additional wild cards you can use:#Search for specific types of files, such as PDFs, PPTs, or XLS, by adding filetype: and the 3-letter file abbreviation.

  1. Add a tilde sign (~) immediately in front of a word to search for that word as well as even more synonyms.
  2. Use the related: operator to find pages that have similar content by typing related: followed by the website address. For instance, if you find a website you like, try using related:[insert URL] to locate similar websites.
  3. If you want to search for pages that may have just one of several words, include OR (capitalized) between the words. Without the OR, your results would typically show only pages that match both terms. You can also use the | symbol between words for the same effect.
  4. Include site: to search for information within a single website like all mentions of "Olympics" on the New York Times website. [ Olympics site:nytimes.com ]
    Tip: Also search within a specific top-level domain like .org or .edu or country top-level domain like .de or .jp.
  5. Add a dash (-) before a word to exclude all results that include that word. This is especially useful for synonyms like Jaguar the car brand and jaguar the animal.[ jaguar speed -car ].
Scopus

[xxiv] https://blog.scopus.com/posts/6-simple-search-tips-lessons-learned-from-the-scopus-webinar  

Preceding (Pre/n): The first word must be no more that (n) words apart from the second word

zika Pre/2 virus

This will find literature where ‘zika’ precedes ‘virus’ within 2 words, such as both “zika virus” and “zika and dengue virus”

Within (W/n): It doesn’t matter which word comes before the other  

zika W/2 virus

This would look for ‘virus infection with zika,’ ‘Virus like zika,’ ‘virus, zika,’ ‘zika virus,’ etc.

Information in this guide is based on database and search engine help pages.

File:Library Truncation and wildcards handout 2013.pdf

 


Credits: [1]

  1.  Beck, Charlotte and Longley, Kate, UBC Library. 2012 [online]. Truncation and Wildcard Symbols. Available from http://wiki.ubc.ca/Library:Truncation_and_Wildcard_Symbols  This work Truncation and Wildcard Symbols, by Charlotte Beck and Kate Longley, identified by UBC Library, is free of known copyright restrictions.

    CreativeCommonLogo.jpg
    Creative commons license

Boolean operators are useful for combining subject headings and keywords.

 

  • Example: Stroke AND balance finds articles with both these concepts
  • Example: Stroke OR CVA finds articles that include either or both concepts

NOT is another operator which will find one concept while excluding another. Use with caution because you may exclude relevant articles this way. See the document below for tips.

Most databases include various limiters. These usually qualify human characteristics such as gender, ethnicity or age or publication characteristics such as language, publication date, study design, or type of publication. 

Consult with a librarian about using limits in a systematic review search - it's easy to lose relevant articles when adding limits. Usually a search filter (aka hedge) is a better choice than using the default limits in a database. A search filter includes a mix of keywords and limiters.

For further discussion, see: Cochrane Handbook Chapter 4.4.5: Language, data and document format restrictions

Search Filters/Search Hedges

Search filters are pre-tested strategies used to find evidence in databases. They are often used to locate a specific type of study, such as a randomized controlled trial or a qualitative study. Some search filters have been validated against a test set of records.

Updating Searches

If a lot of time passes between running your search and completion of your review, you may need to run a search update. The link below has some helpful tips for updating searches in different databases.

Phrase Searching in Ovid Databases

In general, quotation marks are not needed in order to search for words as a phrase in Ovid databases. However, one exception is when a phrase contains the word "use," which is a command in Ovid. You'll need to put a phrase containing use, or the word use by itself, in quotes in order to avoid an error message. 

Also, if a phrase in Ovid includes one of these words: and, as, for, from, is, of, that, the, this, to, was, were

Ovid will ignore the word in the phrase. This may cause you to find many more results than intended, in particular if you're searching for an exact phrase. Solution - use truncation on that word in your phrase:

"treatment as* prevention"

"female to* male"

See the link below for more details.

Sample Search Strategy

Topic: impacts of climate change and extreme heat on children.

Medline (Ovid)

Line 1: Climate Change/ or Global Warming/
Line 2: ("climate change" or "global warming" or "climate crisis" or "climate emergency" or "greenhouse effect" or "global heating" or "global temperature*" or "greenhouse gas").tw,kf.
Line 3: 1 or 2
Line 4: Extreme Heat/
Line 5: ((extreme or event or exposure* or wave* or impact*) adj3 (heat or temperature)).tw,kf.
Line 6: heatwave*.tw,kf.
Line 7: 4 or 5 or 6
Line 9: exp adolescent/ or exp child/ or exp infant/ or (infant disease* or childhood disease*).ti,ab,kf. or (adolescen* or babies or baby or boy? or boyfriend or boyhood or child* or girl? or infant* or juvenil* or kid? or minors or minors* or neonat* or neonat* or newborn* or new-born* or paediatric* or peadiatric* or pediatric* or perinat* or preschool* or puber* or pubescen* or school* or teen* or toddler? or underage? or under-age? or youth*).ti,ab,kf,hw.

Line 9: 3 AND 7 AND 9

Please note: Children filter (broad) on Line 9 from Ovid Medline Database Guide

Database Search Translations

Once you have built your search in one core database such as Medline (Ovid), you can begin to "translate" your search to other databases. Below are examples of translated searches from the Medline search above.

 

Web of Science

Line 1: TI=("climate change" OR "global warming" OR "climate crisis" OR “climate emergency” OR "greenhouse effect" OR "global heating" OR "global temperature*" OR "greenhouse gas") OR AB=("climate change" OR "global warming" OR "climate crisis" OR “climate emergency” OR "greenhouse effect" OR "global heating" OR "global temperature*" OR "greenhouse gas") OR AK=("climate change" OR "global warming" OR "climate crisis" OR “climate emergency” OR "greenhouse effect" OR "global heating" OR "global temperature*" OR "greenhouse gas")  

Line 2: TI=((extreme OR event OR exposure* OR wave* OR impact*) NEAR/3 (heat OR temperature)) OR AB=((extreme OR event OR exposure* OR wave* OR impact*) NEAR/3 (heat OR temperature)) OR AK=((extreme OR event OR exposure* OR wave* OR impact*) NEAR/3 (heat OR temperature)) 

Line 3: TI=(heatwave*) OR AB=(heatwave*) OR AK=(heatwave*) 

Line 4: #2 OR #3

Line 5: TI=(adolescen* OR infant* OR babies OR baby OR boy? OR child* OR girl? OR juvenil* OR kid? OR minors OR minors* OR neonat* OR neonat* OR newborn* OR new-born* OR paediatric* OR peadiatric* OR pediatric* OR perinat* OR preschool* OR puber* OR pubescen* OR school* OR teen* OR toddler? OR underage? OR under-age? OR youth*) OR AB=(adolescen* OR infant* OR babies OR baby OR boy? OR child* OR girl? OR juvenil* OR kid? OR minors OR minors* OR neonat* OR neonat* OR newborn* OR new-born* OR paediatric* OR peadiatric* OR pediatric* OR perinat* OR preschool* OR puber* OR pubescen* OR school* OR teen* OR toddler? OR underage? OR under-age? OR youth*) OR AK=(adolescen* OR infant* OR babies OR baby OR boy? OR child* OR girl? OR juvenil* OR kid? OR minors OR minors* OR neonat* OR neonat* OR newborn* OR new-born* OR paediatric* OR peadiatric* OR pediatric* OR perinat* OR preschool* OR puber* OR pubescen* OR school* OR teen* OR toddler? OR underage? OR under-age? OR youth*) 

Line 6: #1 AND #4 AND #5

 

ERIC (EBSCOhost)

Line 1: TI ("climate change" OR "global warming" OR "climate crisis" OR “climate emergency” OR "greenhouse effect" OR "global heating" OR "global temperature*" OR "greenhouse gas") OR AB ("climate change" OR "global warming" OR "climate crisis" OR “climate emergency” OR "greenhouse effect" OR "global heating" OR "global temperature*" OR "greenhouse gas")

Line 2: DE "Children" OR DE "African American Children" OR DE "Grandchildren" OR DE "Hospitalized Children" OR DE "Latchkey Children" OR DE "Migrant Children" OR DE "Minority Group Children" OR DE "Preadolescents" OR DE "Young Children" 

Line 3: DE "Adolescents" 

Line 4: TI (adolescen* OR infant* OR babies OR baby OR boy? OR child* OR girl? OR juvenil* OR kid? OR minors OR minors* OR neonat* OR neonat* OR newborn* OR new-born* OR paediatric* OR peadiatric* OR pediatric* OR perinat* OR preschool* OR puber* OR pubescen* OR school* OR teen* OR toddler? OR underage? OR under-age? OR youth*) OR AB (adolescen* OR infant* OR babies OR baby OR boy? OR child* OR girl? OR juvenil* OR kid? OR minors OR minors* OR neonat* OR neonat* OR newborn* OR new-born* OR paediatric* OR peadiatric* OR pediatric* OR perinat* OR preschool* OR puber* OR pubescen* OR school* OR teen* OR toddler? OR underage? OR under-age? OR youth*)

Line 5: 2 OR 3 OR 4

Line 6: 1 AND 5

Please note: The subject heading for "children" is exploded in Line 2. Thesaurus suggests using the subject heading of "climate" for "climate change". However, this subject heading is not exact, so you may not choose to use it and search for it as a phrase in the title and abstract. Also, this database is unlikely to have much on "extreme heat" so you may choose to do a more general search on climate change and children.

Common Issues with a Search Strategy

Example of common issues of a search strategy with common issues taken from a systematic review that evaluates the level of vaccination avoidance due to needle fear and phobia.

 

 

Issues include:

  • Does not specify that PubMed was used​

  • No keywords for some concepts​

  • No concepts related to vaccine avoidance​

  • No truncation of keywords​

  • Major Topic used for MeSH​

  • Human limit instead of filter

How do I know when I'm done searching?

It is recommended to consult with a subject librarian. Each question is nuanced and there are disciplinary differences.

For general guidelines, please see Cochrane Handbook Chapter 4.4.11 When to stop searching

Highlights: "At a basic level, investigation is needed as to whether a strategy is performing adequately. One simple test is to check whether the search is finding the publications that have been recommended as key publications or that have been included in other similar reviews (Cooper et al 2018b, EUnetHTA JA3WP6B2-2 Authoring Team 2019)."

Alternatively, see Collaboration for Environmental Evidence Online Training Section 4.2.11 Deciding when to stop

For structured guidelines and examples, see: Mining seed papers and search development template created by Alix Hayden & Zahra Premji