Creating a protocol for systematic reviews and scoping reviews allows you to plan or build the research plan for your project. It can be used as a guide or outline for your project. Depending on the type of evidence synthesis project and where it will be published, the protocol may also need to be registered. In particular, many journals require systematic reviews to have a protocol. There are different templates and resources for protocol creation and registration. Some are listed below.
Additional Resources and guidance (for systematic review protocols)
One of the most important steps in the evidence synthesis process is developing your research question. This will most logically occur after you have determined a knowledge gap in your area of research and you are focusing on answering a specific question. To be successful, the research question that you create should be well defined, clear, and appropriate in scope. The question is the foundation of your synthesis and your research team will use it to identify 2-5 potential search concepts. These search concepts will later be used in creating your search strategy.
The video below from the University of Melbourne provides an overview of the process of developing a solid research question.
Librarians can assist you in finding appropriate databases for your evidence synthesis project. Your research question and discipline will help to guide your decision in choosing relevant databases. To see a full list of our databases you can consult the All Databases A-Z list. Also you can consult the Subject Guides link for a list organized by topic or discipline.
Each database is works differently. A librarian can assist you in creating complex searches based on the specialized syntax for the individual databases as well as translating those searches between databases. For more information or to complete the consultation form, visit the Scholar Services page.
Grey Literature: What's the point?
Paez A. Gray literature: An important resource in systematic reviews. J Evid Based Med. 2017;10(3):233-240. doi:10.1111/jebm.12266
https://guides.library.cornell.edu/evidence-synthesis/grey-literature
Grey Literature Source Examples:
Proquest Dissertations and Thesis
Search Strategy Basics
Another major piece of the evidence synthesis process is writing a search strategy. It is a best practice to work with a librarian on creating the search strategy since they will have advanced knowledge of the article databases.
Boolean Logic is also an important consideration when creating your search strategy.
Sample Search Strategy (Agriculture Example)
(Information adapted from Cornell University: https://guides.library.cornell.edu/evidence-synthesis/search-strategy)
Citation management tools like Endnote and Zotero can be invaluable to your evidence synthesis project. These tools can help you format your citation, deduplicate articles, and more.
See the following link to learn more about citation management tools.
During the article screening process team members first review the title and abstracts based on the inclusion and exclusion parameters to determine if they relate to the research question. After this process the full articles will need to be reviewed to determine if the study should be included based on your eligibility criteria.
Some commonly used tools for managing this process include the following:
The Risk of Bias Assessment is used to enusre transparency and eleminate biases. It is usually applied to each individual study in a systematic review. Scoping reviews are not required to be evaluated for risk of bias.
It is important to create a well formulated plan for extracting your data. You should also do a "pilot" to test your strategy for extracting your data. There are many tools that can be used for data extraction including Covidence, RevMan, Excel, Systematic Review Data Repository, and others.
Once the data extraction process has been completed, the findings will need to be presented through various means such as meta-analysis or descriptive synthesis.
The document provided below from the University of South Australia gives a details on data synthesis.
(Selected content for section on "Steps in ES" adapted from: A Guide to Evidence Synthesis: Cornell University Library Evidence Synthesis Service)