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Overview of Systematic Review Methods

This document provides an overview of systematic reviews, emphasizing their importance in nursing and healthcare decision-making. It outlines the methodology, potential limitations, and resources available for conducting systematic reviews, highlighting the need for rigor and transparency in the process. The article also discusses the distinction between systematic reviews and other review types, advocating for clear definitions and adherence to established guidelines.

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0% found this document useful (0 votes)
45 views4 pages

Overview of Systematic Review Methods

This document provides an overview of systematic reviews, emphasizing their importance in nursing and healthcare decision-making. It outlines the methodology, potential limitations, and resources available for conducting systematic reviews, highlighting the need for rigor and transparency in the process. The article also discusses the distinction between systematic reviews and other review types, advocating for clear definitions and adherence to established guidelines.

Uploaded by

maye
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

DOI: 10.1111/nae2.

28

REVIEW
State of Reviews

Systematic reviews: Brief overview of methods, limitations,


and resources

Jacqueline K. Owens
Correspondence
Jacqueline K. Owens.
Email: Jowens2@[Link]

INTRODUCTION CONDUCTING A SYSTEMATIC REVIEW

Systematic reviews are a valuable resource for nurses in academia Sutton and colleagues9 noted that while all review types follow a sys-
and practice.1‐3 Well done systematic reviews, which include but tem of inquiry, and are thus systematic in nature, not all reviews are
are not limited to meta‐analyses, offer an efficient way to evaluate systematic reviews. To decrease confusion between systematic
large amounts of information for decision‐makers in areas of reviews and other types of reviews, it is important to follow the exist-
research, policy, and patient care. Systematic reviews can help us ing well‐established published methodology. Fully describing the pro-
know what we know about a topic, and what is not yet known, cess used for the review and using consistent terminology when writing
often to a greater extent than the findings of a single study.4 The a review or referring to review types is also helpful. An effort to clearly
process is comprehensive enough to establish consistency and describe review types that may be within the same family, such as
generalizability of research findings across settings and pop- systematic review and meta‐analysis described above, can minimize
ulations.3 A meta‐analysis is a type of systematic review that sta- conceptual overlap.9 These important steps in any type of review assure
tistically combines results of multiple quantitative studies. consumers that it was conducted with thoughtful intent and rigor.
According to Grant and Booth,5 “although many systematic reviews There are number of checklists available to guide the systematic
present their results without statistically combining data in this review process that range from a few steps to many; the best choice
way, a good systematic review is essential to a meta‐analysis of the is often guided by level of expertise and the need for detailed in-
literature” (p. 98). struction. One example is the well‐known one that builds on the
Preferred Reporting Items for Systematic reviews and Meta‐
Analyses literature search extension (PRISMA‐S).8,10‐12 The last
PURPOSE AND BACKGROUND part of the process is preparation of the final report, ideally with the
inclusion of external peer review that evaluates both the methodol-
Systematic reviews have grown in numbers since they first emerged ogy and dissemination for transparency.1
4,6
in the field of medicine in the late 1970s. Other types of scholarly The rationale to perform a systematic review and the methodol-
reviews are often mistitled as a systematic review.4 Conceptual ogy to be used should be determined before the review process be-
overlap and muddiness exist among the many types of reviews gins.1 A systematic review typically begins with a well‐defined guiding
6 7
found in the literature. According to research by Martinic, a research statement or question. This is often a question that includes
complicating factor is the lack of consensus for a standard definition the PICO(T) elements of Population, Intervention, Comparison,
for systematic reviews. However, systematic reviews synthesize the Outcome, and sometimes Time frame.8,13 At this early point, it is
findings of multiple primary research reports on a topic with an advisable to register the review in a database, such as the International
4 1
effort to limit bias and random error. Baker noted three criteria Prospective Register of Systematic Reviews (PROSPERO, https://
essential to a systematic review: it is explicit, rigorous, and repro- [Link]/prospero/) as this allows updates about review
ducible. These criteria have withstood the test of time, appearing in status to provide transparency and avoid duplication.13,14
earlier literature describing systematic review methods.4,8 This Once the PICOT question is developed, inclusion and exclusion
article offers a brief overview of the methodology for systematic criteria for inclusion of studies can be determined. An exhaustive
reviews, discussion of potential limitations, and resources for au- search is completed with the following steps, with attention to

-
thors and editors. transparency throughout the process:

Nurse Author & Editor. 2021;31:69–72. [Link]/journal/nae2 © 2021 John Wiley & Sons Ltd. 69
17504910, 2021, 3-4, Downloaded from [Link] by Cochrane Colombia, Wiley Online Library on [28/04/2025]. See the Terms and Conditions ([Link] on Wiley Online Library for rules of use; OA articles are governed by the applicable Creative Commons License
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TABLE 1 Resources for systematic review

Resource and authors Helpful information

A typology of reviews: An analysis of 14 review types and associated � Discusses 14 main review types to discriminate unique attributes
methodologies5
� Describes and summarizes methods for systematic reviews, including
meta‐analysis and qualitative systematic review

� Lists strengths and weaknesses and examples of systematic reviews

Charting the landscape of graphical displays for meta‐analysis and � Discussion of visuals used to disseminate data from systematic reviews
and meta‐analyses
systematic reviews: A comprehensive review, taxonomy, and
feature analysis16 � Includes a taxonomy of graphical displays for meta‐analysis (e.g., forest
plot like, funnel plot like, trends, effect size distribution, more than one
effect size)

� Discusses historical development of data visualization and functionality


features of plots

How to read and understand and use systematic reviews and meta‐ � Reviews methodology, significance, and limitations of systematic
analyses 2 reviews

� Includes details about effect size measures for dichotomous and


continuous variables; calculation of mean effect size; methods to
examine publication bias; presentation of results

� Discusses multiple potential methodological problems

PRISMA‐S: An extension to the PRISMA statement for reporting � Includes the PRISMA‐S checklist with detailed information about use;
11 explanations and examples; and definition of terms in a glossary
literature searches in systematic reviews

How to do a systematic review: A best practice guide for conducting � Describes core standards and principles for systematic review and
and reporting narrative reviews, meta‐analyses, and meta‐ frequently encountered problems
17
syntheses � Differentiates between literature reviews and reviewing literature

� Addresses quantitative and qualitative research synthesis

Preferred reporting items for systematic review and meta‐analysis � Reviews PRISMA checklist items necessary to report to eliminate bias
12 when disseminating findings from systematic reviews and meta‐
protocols (PRISMA‐P) 2015: Elaboration and explanation
analyses

� Includes evidence support and examples for each of the 17 items and
related subitems

Meeting the review family: Exploring review types and associated � Characterizes existing review types based on research study by authors
9
information retrieval requirements � Defines systematic review family (and other review types) with specific
review types and subtypes

Methods guide for effectiveness and comparative effectiveness � Includes links to AHRQ and other publications about many topics
18 related to systematic review's, such as comparing interventions;
reviews
selecting topics, and assessing levels of evidence and risk of bias

� Includes resources about assessing harms

� Offers information about how to find grey literature evidence

Training modules for the systematic reviews methods guide19 � Provides a series of PowerPoint presentations designed for use by
faculty and clinicians to familiarize novice researchers with the meth-
odology of systematic review

� Includes presentation slides and quiz slides

Cochrane handbook for systematic reviews of interventions20 � Describes basic methodology of systematic reviews and is considered
the official guide for Cochrane reviews

� Includes links to the Cochrane Handbook for Systematic Reviews of In-


terventions with online book option; ability to download some PDFs; or
link to purchase the full book
17504910, 2021, 3-4, Downloaded from [Link] by Cochrane Colombia, Wiley Online Library on [28/04/2025]. See the Terms and Conditions ([Link] on Wiley Online Library for rules of use; OA articles are governed by the applicable Creative Commons License
SYSTEMATIC REVIEWS: BRIEF OVERVIEW OF METHODS, LIMITATIONS, AND RESOURCES
- 71

T A B L E 1 (Continued)

Resource and authors Helpful information

Cochrane Methods Groups21 � Provides information about Cochrane Methods Groups for potential
participants to discuss various features of systematic reviews in a global
community

Abbreviations: AHRQ, Agency for Healthcare Research and Quality; PRISMA‐S, Preferred Reporting Items for Systematic reviews and Meta‐Analyses
literature search extension.

� Predetermine relevant databases and specific terms to search in amount of research available. The use of electronic data manage-
keywords, title, and abstract fields of each database; ment products to organize and analyze the information retrieved
� Search keywords and index terms from this literature search can potentially increase the accuracy of the review and add effi-
across all appropriate databases; ciency to the process. These reviews are often completed by a
� Expand the search by also searching the reference list in the team. Such a team should include at minimum one author who has
studies obtained in the previous steps.1 methodological expertise. A health sciences librarian can do more
than assist with the search; many also have experience using
The second and third steps are sometimes called snowballing and products for electronic data management and analysis. Systematic
reverse snowballing6; this builds the sample of potentially relevant reviews may be appropriate for graduate level students with
studies and assures the exhaustive nature of the search. This process consideration of the complexity inherent in the process and inclu-
should be continued until repetition search results is evident within sion of persons with methodological expertise on the dissertation or
various sources. In addition to published literature, it is important to project committee.
include unpublished sources (grey literature). A health sciences
librarian can provide invaluable support to determine a comprehen-
sive and relevant search strategy for evidence.1 RESOURCES FOR AUTHORS AND EDITORS
Use of two screeners is strongly recommended.1,2,6,10 Each
person reviews the results independently, followed by comparison, As systematic reviews have been undertaken for about 50 years,
with discussion to reach consensus as needed, and final conclusions. there are many resources available to authors and editors. Table 1
Another recommended technique is a two‐step process for screening lists both recent and time‐honored resources that offer detailed
that first considers the abstract of each study in the sample, followed information related to performing or evaluating a systematic review.
by review of the full manuscript, including listed references.1 These resources can be helpful with challenges unique to the
systematic review methodology, but also are useful to determine
what is, and what is not, a systematic review.
CONSIDERATIONS

Systematic reviews use a retrospective, observational research CONCLUSION


design, and as such are subject to systematic and random error.4 A
recent article by Doleman et al.13 offers a detailed explanation about Siddaway16 noted that, “The best reviews synthesize studies to draw
these limitations. In‐depth discussion about the limitations is beyond broad theoretical conclusions about what the literature means,
the scope of this article; however, it is important to mention potential linking theory to evidence and evidence to theory” (p. 747). To that
limitations of systematic reviews that should be considered by both end, high quality systematic reviews are explicit, rigorous, and
authors and editors. These may include risks of bias, such as selection reproducible. It is these three criteria that should guide authors
bias, inadequate blinding, attrition bias, and selective outcome seeking to write a systematic review or editors seeking to publish
reporting; inconsistency that includes clinical or statistical hetero- one. The research question should be explicitly stated, with clearly
geneity; and imprecision that can lead to Type I and Type II errors. defined inclusion and exclusion criteria. The search should be
Another important consideration is publication bias. It is often pref- exhaustive in nature and include multiple levels of review supported
erable to publish studies which have demonstrated statistically by further searching of references listed in the initial results. Finally,
significant results even though studies with results that do not dissemination of the results should include sufficient description of
demonstrate statistical significance may be very clinically significant, the methodology so as to demonstrate the required steps to repro-
and thus important to the findings of a systematic review, especially duce the study. Careful attention to these established criteria, easily
for clinical providers.6,13,15 found in the literature, has the potential to assure the rigor of a
A systematic review is a complex undertaking that may involve systematic review and avoid conceptual overlap with other review
hundreds, and possibly several thousand articles, depending on the types.
17504910, 2021, 3-4, Downloaded from [Link] by Cochrane Colombia, Wiley Online Library on [28/04/2025]. See the Terms and Conditions ([Link] on Wiley Online Library for rules of use; OA articles are governed by the applicable Creative Commons License
72
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O RC ID 15. Carpenter R, Waldrop J, Carter‐Templeton H. Statistical, practical


Jacqueline K. Owens [Link] and clinical significance and Doctor of Nursing Practice projects.
Nurse Author Ed. 2021;1–4. doi:10.1111/nae2.27
16. Kossmeier M, Tran US, Voracke M. Charting the landscape of
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Nurs. 2014;29(6):454‐458. doi:10.1016/[Link].2014.07.002 Res Methodol. 2020;20(1):26. doi:10.1186/s12874‐020‐0911‐9
2. Leucht S, Kissling W, Davis JM. How to read and understand and use 17. Siddaway AP, Wood AM, Hedges LV. How to do a systematic review:
systematic reviews and meta‐analyses. Acta Psychiatr Scand. 2009; a best practice guide for conducting and reporting narrative reviews,
119:443‐450. doi:10.1111/j.1600‐0447.2009.01388.x meta‐analyses, and meta‐syntheses. Annu Rev Psychol. 2019;70:
3. Mulrow CD. Rationale for systematic reviews. BMJ. 1994;309(6954): 747‐770. doi:10.1146/annurev‐psych‐010418‐102803
597‐599. doi:10.1136/bmj.309.6954.597 18. Methods guide for effectiveness and comparative effectiveness re-
4. Cook DJ, Mulrow CD, Haynes RB. Systematic reviews: synthesis of views. Agency for Healthcare Research and Quality (AHRQ). February
best evidence for clinical decisions. Ann Intern Med. 1997;126(5): 26, 2015. Accessed September 29, 2021. [Link]
376‐380. doi:10.7326/0003‐4819‐126‐5‐199703010‐00006 [Link]/products/cer‐methods‐guide/overview/
5. Grant MJ, Booth A. A typology of reviews: an analysis of 14 review 19. Training modules for the systematic reviews methods guide. Agency
types and associated methodologies. Health Inf Libr J. 2009;12(2): for Healthcare Research and Quality (AHRQ). December 30, 2019.
91‐108. doi:10.1111/j.1471‐1842.2009.00848.x Accessed September 29, 2021. [Link]
6. Baird R. Systematic reviews and meta‐analytic techniques. Semin products/cer‐methods‐guide/presentations/
Pediatr Surg. 2018;27(6):338‐344. doi:10.1053/[Link].2018. 20. Cochrane handbook for systematic reviews of interventions. 2021.
10.009 Accessed September 29, 2021. [Link]
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review used in overviews of systematic reviews, meta‐epidemiological 21. Cochrane Methods Groups. 2021. Accessed September 29, 2021.
studies and textbooks. BMC Med Res Methodol. 2019;19(1):203. doi: [Link]
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checklists for authors. Nurs Health Sci. 2017;19(3):273‐277.
doi:10.1111/j.1471‐1842.2009.00848.x A U T HO R B I O GR A PH Y
9. Sutton A, Clowes M, Preston L, Booth A. Meeting the review family:
exploring review types and associated information retrieval re- Jacqueline K. Owens, PhD, RN, CNE is a professor of nursing at
quirements. Health Inf Libr J. 2019;36(3):202‐222. doi:10.1111/
Ashland University Schar College of Nursing and Health Sciences
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10. Muka T, Glissic M, Milic J, et al. A 24‐step guide on how to design,
in Ashland, OH. She is Editor‐in‐Chief of OJIN: The Online Journal
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2017.12.005

Common questions

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Including methodological expertise within the systematic review team is crucial as it ensures the application of appropriate research methods and analytical techniques. Experts guide the design, conduct, and reporting of the review, helping to mitigate potential biases and errors. Their experience contributes to the critical appraisal of evidence, formulation of research questions, and development of exhaustive search strategies, thereby enhancing the credibility and accuracy of the systematic review's outcomes .

Meta-analysis is a subtype of systematic review that statistically combines results from multiple quantitative studies to enhance the power and precision of findings. While all meta-analyses are systematic reviews, not all systematic reviews include meta-analysis. A good systematic review is crucial for conducting a meta-analysis because it synthesizes comprehensive evidence across studies, facilitating rigorous statistical evaluation .

The essential criteria that distinguish a systematic review from other types of reviews are that it is explicit, rigorous, and reproducible. These criteria ensure that the review is conducted with thoughtful intent and rigor. Systematic reviews synthesize findings from multiple primary research reports on a topic while aiming to limit bias and random error. This is achieved through a well-defined research question, exhaustive literature search, and clearly defined inclusion and exclusion criteria .

Common limitations of systematic reviews include risks of bias such as selection bias, inadequate blinding, attrition bias, and selective outcome reporting. They are also subject to inconsistency, including clinical or statistical heterogeneity, and imprecision that may lead to Type I and Type II errors. Publication bias is another issue, as studies with significant results are more likely to be published. These limitations can affect research outcomes by potentially skewing the evidence base and leading to misinformed conclusions in clinical practice .

The PRISMA-S extension improves the quality of systematic reviews by providing a framework for reporting literature searches, which enhances transparency and reproducibility. It includes checklists and guidelines for documenting search strategies, search terms, and databases used, allowing for a systematic and comprehensive capture of evidence. By enforcing clarity and consistency, PRISMA-S helps reviewers adhere to rigorous standards, leading to more reliable and credible review findings .

Graphical displays, such as forest plots and funnel plots, are important in disseminating findings from systematic reviews as they provide a visual summary of evidence, allowing for easy comparison of results across studies. They help in identifying patterns, trends, and potential biases, thus facilitating a clear interpretation of complex data. By making insights from meta-analyses more accessible, these visuals enhance the understanding and communication of research findings to diverse audiences .

Systematic reviews contribute to the field of nursing by providing an efficient way to assess large amounts of information relevant to research, policy, and patient care. Through systematic aggregation of evidence, they help establish consistency and generalizability of research findings across different settings and populations, guiding decision-making in clinical practice and further research .

Including both published and unpublished sources, or grey literature, in systematic reviews is critical to minimize publication bias. Published studies are more likely to have positive results, while grey literature can provide insights into non-significant findings that might be clinically important. Thus, considering grey literature ensures that reviews are comprehensive and reflective of the true scope of evidence, reducing the likelihood of skewed results and enhancing the validity of conclusions drawn .

A health sciences librarian plays a crucial role in conducting a systematic review by assisting in developing a comprehensive search strategy. They help in identifying relevant databases, search terms, and strategies to ensure exhaustive literature retrieval, which is vital for the integrity of the review. They also offer expertise in managing electronic data, applying advanced search techniques, and may contribute to analyzing and organizing retrieved evidence, thereby enhancing the accuracy and efficiency of the review process .

Registering a systematic review in databases like PROSPERO is important because it enhances transparency and reduces duplication. Registration allows for updates on review status and ensures that researchers are aware of ongoing reviews, minimizing redundant efforts. It also helps establish clarity and accountability in systematic review processes, providing a framework for reporting methods and findings .

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