Scoping Review Scoping Review

What is a Scoping Review?

  • A scoping review provides a broad overview of a field.
  • It's often the best starting point for a researcher to find out what studies have been done, with what populations and in what settings or contexts

Scoping Reviews

These are often the best starting point for a researcher to find out what studies have been done, with what populations and in what settings or contexts.

Scoping reviews are used to explore the breadth of literature on a broad topic, identify research gaps, and map the evidence landscape. Scoping reviews should have a protocol and follow a rigorous & transparent process, like a systematic review (SR). Because there is no critical appraisal of studies included, they should not be used to create recommendations for policy, practice or treatment.

Purpose:

  • To Map the Literature: The primary aim is to map the existing literature on a broad topic or research question to identify key concepts, theories, evidence gaps, and the types of evidence available. The search would usually identify and include ongoing research and research in progress.
    To Clarify Scope: To clarify the scope of research and provide an overview of the breadth and depth of evidence, especially for emerging or complex topics.
  • To Inform Future Research: To help identify areas where more research is needed and to inform the development of more focused reviews or research projects.

Characteristics:

  • Broad Scope: Addresses a broad research question or topic without narrowing the focus to a specific intervention or outcome.
  • Systematic Approach: Uses systematic methods to search for and identify relevant literature, but does not necessarily include a quality assessment of included studies.
  • No Quality Appraisal: Typically, does not involve critical appraisal of individual studies; instead, it provides an overview of the evidence landscape.
  • Diverse Evidence Types: Includes a wide range of evidence types, including both qualitative and quantitative studies, as well as grey literature and policy documents.
  • Iterative Process: May involve iterative refinement of the research question and scope as new insights are gained during the review process.
  • Reporting: Provides a descriptive summary of the literature, often including thematic mapping, charts, or tables to illustrate findings.

Timescale:

  • 3 to 6 months: Scoping reviews generally take between 3 and 6 months to complete, though this can vary depending on the complexity of the topic and the amount of literature.

Example: Arksey and O'Malley's Scoping Review on Informal Caregiving

This foundational work not only provides a comprehensive overview of the scoping review methodology but also serves as an illustrative example of how a scoping review can be effectively conducted.

Title: Scoping studies: towards a methodological framework

Authors: Hilary Arksey and Lisa O'Malley

Published In: International Journal of Social Research Methodology, 2005

Purpose: The primary aim of this scoping review was to map the existing literature on informal caregiving, identify the key concepts, types of evidence, and gaps in the research, and provide a clear framework for conducting scoping reviews.

Key Characteristics of the Review:
  1. Broad Scope: The review aimed to cover a wide range of literature on informal caregiving, without restricting the scope to specific interventions or outcomes. This allowed for a comprehensive understanding of the topic.
  2. Systematic Approach: The authors used a systematic method to search for and identify relevant studies. They defined clear research questions and criteria for including studies in the review.
  3. No Quality Appraisal: Unlike systematic reviews, this scoping review did not include a detailed quality assessment of the individual studies. Instead, it focused on summarising the breadth and types of evidence available.
  4. Diverse Evidence Types: The review included various types of evidence, such as quantitative studies, qualitative studies, and grey literature, to provide a holistic view of the research landscape.
  5. Descriptive Summary: The findings were presented in a descriptive format, highlighting key themes, gaps, and the range of evidence available. The review also provided visual representations, such as tables and charts, to map the literature.
Key Findings:
  • The review identified several key themes in the literature on informal caregiving, including the challenges faced by caregivers, the types of support needed, and the impact of caregiving on caregivers' health and well-being.
  • It highlighted significant gaps in the research, such as the need for more studies on specific subgroups of caregivers and the long-term effects of caregiving.
  • The review emphasised the importance of developing a clear methodological framework for conducting scoping reviews, outlining steps such as identifying the research question, searching for relevant studies, selecting studies for inclusion, charting the data, and summarising and reporting the results.
Impact:

This scoping review by Arksey and O'Malley has had a significant impact on the field of research methodology. It provided a foundational framework that has been widely adopted and cited by researchers conducting scoping reviews across various disciplines.

Summary:

This example demonstrates how a scoping review can be effectively used to map a broad field of research, identify key themes and gaps, and provide a comprehensive overview of the existing evidence. Arksey and O'Malley's work serves as a model for conducting scoping reviews and has contributed to the standardisation and development of this important methodological approach in evidence synthesis.

 

NIHR Example:

Recent Scoping review (from NIHR Journals library database 30/7/2024)

Webb EJD, King N, Howdon D, Carrol ED, Euden J, Howard P, et al. Evidence of quality of life for hospitalised patients with COVID-19: a scoping review

Funding: Health Technology Assessment programme (Health Technology Assessment, Published in May 2024) https://doi.org/10.3310/ATPR4281 https://www.journalslibrary.nihr.ac.uk/hta/published-articles/ATPR4281/#/abstract

  • "Scoping reviews: what they are and how you can do them" This video is part of a playlist that provides a comprehensive overview of scoping reviews, including their purpose, methodology, and examples from real-world research. It’s a valuable resource for anyone looking to understand the practicalities of conducting a scoping review in health and social care. (Cochrane Training 7:30 minutes)
  • "Systematic vs Scoping Review: What's the Difference?" This video highlights the differences between systematic reviews and scoping reviews, making it useful for those trying to choose the right type of review for their research. It explains the contexts in which each type of review is most appropriate. (Carrie Price 4:44 minutes)
  • "What are scoping reviews?" This video, presented by experts in the field, explains the fundamental concepts of scoping reviews, including their purpose, how they differ from systematic reviews, and their role in mapping research evidence. It's a concise and accessible introduction, making it ideal for beginners. (Joanna Briggs Institute 5:58 minutes)
  •  

Protocol

The JBI approach to conducting and reporting scoping reviews is congruent with the PRISMA-ScR checklist

Reporting guideline

Not yet accepted on PROSPERO (as at August 2025)

The PRISMA guidance for scoping reviews (PRISMA SCr) It also contains suggestions for where to register the protocol

Systematic Review Systematic Review

What is a Systematic Review

  • Systematic Reviews (SR’s) focus on systematically summarizing evidence on a specific question, typically through quantitative means, and aim to provide a clear, objective answer based on the best available evidence.
  • They are necessary when there are no existing SR’s and the evidence base is either overwhelming/contradictory or both.  

Systematic Review

Systematic Reviews (SRs) focus on systematically summarising evidence on a specific question, typically through quantitative means, and aim to provide a clear, objective answer based on the best available evidence. They are necessary when there are no existing SRs and the evidence base is either overwhelming, contradictory or both.  

Check Cochrane https://www.cochranelibrary.com/ and PROSPERO https://www.crd.york.ac.uk/PROSPERO/ databases for any existing and proposed SRs respectively. It is a requirement of NIHR funding that proposed systematic reviews are pre-registered in the PROSPERO database.

Purpose:

  • To Synthesise Evidence: The primary aim is to systematically collect, evaluate, and synthesise research evidence on a specific research question or topic.
  • To Provide Comprehensive Answers: To offer a comprehensive and objective summary of the existing evidence, often to inform practice, policy, or further research.

Characteristics:

  • Structured Methodology: Follows a predefined, rigorous methodology, including a systematic search strategy, inclusion and exclusion criteria, and standardised data extraction procedures.
  • Comprehensive Search: Involves a thorough search of multiple databases and sources to identify all relevant studies, minimising the risk of missing important evidence.
  • Quality Assessment: Includes an assessment of the quality and risk of bias of included studies, often using standardised tools.
  • Data Synthesis: May include statistical techniques like meta-analysis to combine quantitative data from different studies to produce pooled estimates of effect.
  • Transparency and Reproducibility: The process is transparent, with detailed reporting of methods and findings to ensure reproducibility. Adheres to guidelines such as PRISMA (Preferred Reporting Items for Systematic Reviews and Meta-Analyses).
  • Focus: Typically focused on answering specific clinical or research questions with quantitative data, though qualitative data can also be included.

Timescale:

  • 6 to 12 months: Systematic reviews usually take between 6 to 12 months to complete, although the duration can extend depending on the complexity of the topic, the volume of literature, and the resources available. The Cochrane guidance suggests that literature searching be only as comprehensive as time and resources allow.

Qualitative Systematic Review (Qualitative Evidence Synthesis)

Qualitative systematic reviews have similar aims to the quantitative systematic review but additionally has the following purpose and characteristics

Purpose:

  • To synthesise qualitative research to provide insights into phenomena, experiences, processes, attitudes or beliefs.
  • To develop or refine theories by identifying patterns, themes, and relationships within the qualitative evidence
  • To inform practice, policy-making, and further research by providing a nuanced understanding of how and why certain outcomes occur.

Characteristics:

  • Involves extracting qualitative data (e.g., themes, concepts) and synthesising it through methods like thematic synthesis, meta-ethnography, or narrative synthesis.
  • Focus on subjective experiences, emphasising understanding the meanings, perspectives and experiences of participants as reported in the original qualitative studies.
  • Includes a rigorous appraisal of the quality and credibility of the included studies, often using specific criteria tailored to qualitative research.
  • Pays close attention to the context in which the original studies were conducted, ensuring that the synthesis reflects the diversity and richness of the qualitative data.

Example: Systematic Review on Nicotine Replacement Therapy for Smoking Cessation

This review is a prime example of how systematic reviews can be used to summarise evidence from multiple studies to inform healthcare practice and policy.

Title: Nicotine replacement therapy for smoking cessation

Authors: Silagy, C., Lancaster, T., Stead, L., Mant, D., & Fowler, G.

Published In: Cochrane Database of Systematic Reviews, 2004

Purpose: The primary aim of this systematic review was to evaluate the effectiveness of various forms of nicotine replacement therapy (NRT), such as patches, gum, lozenges, inhalers, and nasal sprays, in helping people quit smoking.

Key Characteristics of the Review:
  1. Comprehensive Literature Search: The review included a detailed and systematic search of multiple databases to identify randomised controlled trials (RCTs) that evaluated the effectiveness of NRT for smoking cessation. The search strategy was designed to be exhaustive to ensure all relevant studies were included.
  2. Inclusion and Exclusion Criteria: Clear criteria were established for including studies in the review. Only RCTs that compared NRT to placebo or no treatment and reported on smoking cessation outcomes were included.
  3. Quality Assessment: Each included study was assessed for quality and risk of bias using standardised criteria. This ensured that the findings of the review were based on high-quality evidence.
  4. Data Extraction and Synthesis: Data from the included studies were systematically extracted and synthesised. The review used meta-analysis to combine data from multiple studies, providing a pooled estimate of the effectiveness of NRT.
  5. Statistical Analysis: The review conducted meta-analyses using fixed-effect or random-effect models, depending on the level of heterogeneity among the studies. It also assessed publication bias and conducted sensitivity analyses.
Key Findings:
  • The review found that all forms of NRT (patch, gum, lozenges, inhalers, and nasal sprays) significantly increased the likelihood of quitting smoking compared to placebo or no treatment.
  • The pooled analysis showed that the use of NRT doubled the chances of successful smoking cessation.
  • The effectiveness of NRT was consistent across different forms and doses, and it was effective regardless of the level of additional behavioural support provided.
Impact:

This systematic review provided robust evidence supporting the use of NRT for smoking cessation. It has informed clinical guidelines and public health policies worldwide, promoting the widespread use of NRT as a first-line treatment for people attempting to quit smoking.

Summary:

This Cochrane systematic review is a classic example of how systematic reviews can be used to rigorously evaluate the effectiveness of healthcare interventions. By combining evidence from multiple high-quality studies, the review provided clear and reliable conclusions about the benefits of NRT for smoking cessation, which have had a significant impact on clinical practice and policy.

 

NIHR example:

Recent systematic review and meta analysis (from NIHR Journals library database 30/7/2024)

Caldwell DM, Davies SR, Thorn JC, Palmer JC, Caro P, Hetrick SE, et al. School-based interventions to prevent anxiety, depression and conduct disorder in children and young people: a systematic review and network meta-analysis. Public Health Res 2021;9(8)

Funding: Public Health Research programme (Public Health Research Volume: 9, Issue: 8, Published in August 2021) https://doi.org/10.3310/phr09080 https://www.journalslibrary.nihr.ac.uk/phr/phr09080/#/abstract

  • Cochrane's "What are Systematic Reviews?" This video from Cochrane provides an in-depth explanation of systematic reviews, focusing on how they help in making informed healthcare decisions by synthesising empirical evidence. It’s especially useful for those in health-related fields. (Cochrane 3:23 minutes)
  • What are systematic reviews? A collection of videos relating to systematic reviews, including methodology, approaches and tips. (5 videos from Joanna Briggs Institute totalling 36 minutes)
  • "What is a Systematic Review?" This video is a concise introduction to systematic reviews, explaining their purpose, methodology, and importance in research. It’s ideal for beginners who want a clear overview. (Research Masterminds 4:38 minutes)

Protocols

PRISMA-P

Reporting guideline

Equator network
This contains links to particular designs of systematic review (SR’s) (64 different guidelines!)

  • For SR’s that include a meta analysis of observational studies see the MOOSE guideline
  • For population health and policy interventions see TIDieR-PHP

Evidence Synthesis Evidence Synthesis

What is Evidence synthesis?

  • Evidence Synthesis provides a broad and integrative approach to summarising and interpreting research evidence.
  • It can include various methods and is not limited to quantitative data.
  • It aims to offer a comprehensive understanding of a research topic by combining evidence from multiple sources and study designs.

Evidence Synthesis

Evidence synthesis offers a broad and integrative approach to summarising and interpreting research evidence. It can include various methods and is not limited to quantitative data. It aims to offer a comprehensive understanding of a research topic by combining evidence from multiple sources and study designs.

Purpose:

  • To Integrate Research Findings: The primary aim is to combine and integrate findings from multiple studies to provide a comprehensive understanding of a particular research question or topic.
  • To Inform Decision-Making: To offer a consolidated view of the evidence that can inform practice, policy, or future research.
  • To Identify Patterns and Gaps: To identify patterns, trends, and gaps in the existing literature, helping to highlight areas where further research is needed.

Characteristics:

  • Broad Approach: Evidence synthesis can include various methods and approaches, including systematic reviews, scoping reviews, and narrative syntheses.
  • Comprehensive: It aims to encompass a wide range of evidence, including both qualitative and quantitative studies, to provide a holistic view of the research topic.
  • Qualitative and Quantitative Integration: May involve the integration of both qualitative and quantitative evidence, depending on the nature of the research question and the available studies.
  • Varied Methods: Utilises different methods to synthesise evidence, such as thematic analysis, narrative synthesis, or framework synthesis, based on the type of data and research questions.
  • Reporting: Results are typically presented in a summary form that may include tables, charts, and descriptive text to convey key findings and insights.

Timescale:

  • Varies Widely (2 to 12 months or more): The timescale for evidence synthesis depends on the method used and the breadth of the review.

Example: The Global Burden of Disease Study

This large-scale synthesis of evidence integrates data from multiple sources to provide a comprehensive picture of global health, identifying key health challenges and informing policy decisions worldwide.

Title: Global Burden of Disease Study 2017

Published In: The Lancet, 2018

Purpose: The primary aim of the Global Burden of Disease (GBD) Study is to provide a comprehensive assessment of the health status of populations around the world. It quantifies the burden of diseases, injuries, and risk factors by age, sex, and geography over time.

Key Characteristics of the Review:
  1. Comprehensive Scope: The GBD study covers a wide range of diseases, injuries, and risk factors across all countries. It synthesises data from numerous sources, including health surveys, administrative records, vital registration data, and epidemiological studies.
  2. Systematic Data Collection: The study uses systematic methods to collect and harmonise data from various sources. This includes detailed and standardised protocols for data extraction, ensuring consistency and comparability across different data sets.
  3. Quality Assessment: Rigorous methods are applied to assess the quality of data sources. This includes evaluating the completeness, accuracy, and consistency of data, and adjusting for biases and missing data where necessary.
  4. Advanced Statistical Methods: The GBD study employs advanced statistical techniques, including meta-analysis and modelling, to estimate the burden of diseases and risk factors. This allows for the synthesis of data from diverse sources and the estimation of health metrics such as years of life lost (YLLs), years lived with disability (YLDs), and disability-adjusted life years (DALYs).
  5. Interactive Data Visualisation: The findings of the GBD study are presented through interactive data visualisations and detailed reports. This makes the complex data accessible to a wide audience, including policymakers, researchers, and the general public.
Key Findings:
  • The GBD study provides detailed estimates of the burden of various diseases and risk factors globally, regionally, and nationally.
  • It identifies leading causes of mortality and morbidity, such as ischemic heart disease, stroke, lower respiratory infections, and neonatal disorders.
  • The study highlights the impact of key risk factors, including smoking, high blood pressure, high blood sugar, and obesity, on global health.
  • It reveals trends over time, showing how the burden of diseases and risk factors has changed and identifying emerging health challenges.
Impact:

The GBD study has had a profound impact on global health research and policy. It provides crucial data for setting health priorities, allocating resources, and designing interventions to address the most pressing health challenges. Governments, international organizations, and researchers use the findings of the GBD study to inform health policies and strategies aimed at improving population health.

Summary:

The Global Burden of Disease study exemplifies the power of evidence synthesis to integrate data from multiple sources and provide a comprehensive assessment of global health. By systematically collecting, evaluating, and analysing vast amounts of data, the GBD study offers valuable insights into the burden of diseases and risk factors, guiding efforts to improve health outcomes worldwide. This large-scale evidence synthesis project demonstrates how combining diverse evidence can lead to a deeper understanding of complex health issues and inform effective health policies.

 

NIHR Example:

Recent Evidence synthesis (from NIHR Journals library database 30/7/2024)

Kingsbury SR, Smith LK, Czoski Murray CJ, Pinedo-Villanueva R, Judge A, West R, et al. Safety of disinvestment in mid- to late-term follow-up post primary hip and knee replacement: the UK SAFE evidence synthesis and recommendations. Health Soc Care Deliv Res 2022;10(16)

Funding: Health and Social Care Delivery Research (HSDR) Programme (Health and Social Care Delivery Research Volume: 10, Issue: 16, Published in June 2022) https://doi.org/10.3310/KODQ0769 https://www.journalslibrary.nihr.ac.uk/hsdr/KODQ0769/#/abstract

  • "Evidence Synthesis - What is it and why do we need it?" The video explains that evidence synthesis involves combining results from multiple studies to form a comprehensive understanding of a specific topic, which is crucial for informing healthcare decisions and policy-making. It is designed to be accessible to both professionals and the general public, making complex concepts understandable. This video is part of Cochrane's effort to increase awareness and understanding of evidence synthesis methods, particularly in the context of health and social care research. (Cochrane 3:29 minutes)

Meta-Analysis Meta-Analysis

What is Meta-Analysis?

  • Meta-Analysis is a precise quantitative integration and statistical analysis of effect sizes
  • It focuses on quantitative data, combining the results of multiple studies
  • It is used to provide estimates of effects and resolve inconsistencies amongst study results

Meta-Analysis

Meta-Analysis is a specific type of evidence synthesis that focuses on quantitatively combining the results of multiple studies using statistical methods. It is used to provide precise estimates of effects and to resolve inconsistencies among study results by pooling quantitative data.

Purpose:

  • To Quantitatively Combine Results: The primary aim is to statistically combine results from multiple quantitative studies to provide a more precise estimate of effect or association.
  • To Increase Statistical Power: To enhance the statistical power and generalisability of findings by pooling data from several studies.
  • To Resolve Uncertainty: To address inconsistencies or discrepancies in the results of individual studies by providing a consolidated estimate.

Characteristics:

  • Quantitative Focus: Focuses specifically on quantitative data and uses statistical methods to integrate results from multiple studies.
  • Statistical Analysis: Involves the use of statistical techniques to calculate pooled effect sizes, such as odds ratios, mean differences, or risk ratios.
  • Homogeneity Assessment: Assesses the degree of heterogeneity between studies, which refers to variations in study results. Techniques like I² statistics are used to measure this.
  • Data Extraction: Involves detailed extraction of quantitative data from studies, including sample sizes, effect sizes, and measures of variance.
  • Model Selection: Uses different statistical models (e.g., fixed-effect or random-effects models) to combine study results, depending on the level of heterogeneity and the research question.
  • Meta-Analytic Techniques: Employs various meta-analytic techniques, including subgroup analysis, sensitivity analysis, and publication bias assessment, to ensure robustness and reliability of the findings.
  • Forest Plots: Often presents results using forest plots, which visually display the effect sizes and confidence intervals of individual studies and the overall pooled estimate.

Timescale:

  • 6-18 months, usually part of a systematic review.

Example: Meta-Analysis on Psychological Interventions for PTSD

This meta-analysis combined data from multiple studies to evaluate the effectiveness of different types of psychological therapies for PTSD.

Title: A multidimensional meta-analysis of psychotherapy for PTSD

Authors: R. Bradley, J. Greene, E. Russ, L. Dutra, and D. Westen

Published In: American Journal of Psychiatry, 2005

Purpose: The primary aim of this meta-analysis was to evaluate the efficacy of various psychological interventions for the treatment of post-traumatic stress disorder (PTSD). The study sought to determine which types of psychotherapy were most effective in reducing PTSD symptoms.

Key Characteristics of the Meta-Analysis:
  1. Comprehensive Literature Search: The researchers conducted an extensive search of multiple databases to identify relevant randomised controlled trials (RCTs) and controlled clinical trials (CCTs) that evaluated psychological treatments for PTSD.
  2. Inclusion and Exclusion Criteria: Clear criteria were established for including studies in the meta-analysis. Only studies that provided data on PTSD symptom outcomes and employed a control group were included.
  3. Quality Assessment: The included studies were assessed for methodological quality, and only high-quality studies were included in the final analysis. This ensured the reliability and validity of the meta-analysis findings.
  4. Data Extraction and Coding: Data on study characteristics, treatment types, and PTSD outcomes were systematically extracted and coded. This included details such as sample size, type of intervention, duration of treatment, and outcome measures.
  5. Statistical Analysis: The meta-analysis used statistical techniques to combine the results of individual studies. This involved calculating effect sizes for each study and using random-effects models to account for variability between studies.
Key Findings:
  • The meta-analysis found that psychological interventions, particularly cognitive-behavioural therapy (CBT), were effective in reducing PTSD symptoms.
  • CBT showed the largest effect sizes, indicating it was the most effective treatment compared to other psychological interventions.
  • Other effective treatments included eye movement desensitisation and reprocessing (EMDR) and stress inoculation training (SIT), although their effect sizes were smaller than those for CBT.
  • The findings supported the use of psychological therapies as a first-line treatment for PTSD, with CBT being the most recommended approach.
Impact:

This meta-analysis provided robust evidence supporting the efficacy of psychological interventions, especially CBT, for treating PTSD. It has influenced clinical guidelines and practice, promoting the use of evidence-based psychological therapies for individuals with PTSD. The study has been widely cited and used as a reference for developing treatment protocols and informing clinical decision-making.

Summary:

This meta-analysis by Bradley et al. is a prime example of how meta-analytic techniques can be used to synthesise data from multiple studies and provide evidence on the effectiveness of different treatments. By combining data from numerous high-quality studies, the meta-analysis offered clear and reliable conclusions about the efficacy of psychological interventions for PTSD. This study has had a significant impact on the field of mental health, guiding treatment recommendations and improving outcomes for individuals with PTSD.

 

NIHR Example:

Recent Meta analysis (from NIHR Journals library database 30/7/2024)

A systematic review with mixed treatment comparisons meta analysis of anti-depressant treatment for adults with chronic pain

Funding: NIHR Health Technology Assessment Programme, 2024 https://www.fundingawards.nihr.ac.uk/award/NIHR128782

  • "A Three Minute Primer on Meta-Analysis" As the title suggests, this video gives a brief, yet informative, introduction to what meta-analysis is; ideal for viewers looking for a quick understanding. (TARG Bristol 3:02 minutes)
  • What is meta analysis? Dr Tim Barker, explains what a meta-analysis is, why we should perform a meta-analysis, and how the results of a meta-analysis can assist systematic reviewers to answer a question regarding the effectiveness of an intervention. (Joanna Briggs Institute 3:56 minutes)

Realist Review Realist Review

What is a Realist Review?

  • Realist reviews pursue understanding of the complexity and context-dependent nature of interventions 
  • It often incorporates a broader range of evidence and theories

Realist Review

Realist Reviews seek to understand the underlying mechanisms of complex interventions and how these mechanisms interact with different contexts to produce varying outcomes, often incorporating a broader range of evidence and theories.

Purpose:

  • To Understand Complex Interventions: The primary aim is to understand how and why complex interventions work (or do not work) in particular contexts and for specific populations.
  • To Explore Mechanisms and Contexts: To explore the underlying mechanisms through which interventions produce their effects and how these effects are influenced by different contexts.

Literature searching for a realist review attempts to uncover just enough evidence to answer the question: i.e., ‘theoretical saturation’ and looks for specific mechanisms which might be found in various subject areas/populations, for example, school league tables might tell you about hospital league tables. (Realist and Realistic! searching: Where do I start and how far do I go? Dr Andrew Booth https://www.youtube.com/watch?v=ui4SH3z03P0&t=631s)

Information specialist support is probably needed throughout the process as literature searching can happen at any time as ideas are refined, not solely at the beginning as in a typical systematic review.

 Characteristics:

  • Theory-Driven: Based on realist principles, which emphasise the importance of theories in explaining how interventions operate within specific contexts. It often seeks to test and refine theories about how and why interventions work.
  • Contextual Analysis: Focuses on understanding the interplay between the context, mechanisms, and outcomes. It aims to identify which contexts are conducive to success or failure of interventions.
  • Iterative Process: Involves an iterative process of searching, reviewing, and synthesising evidence. The review may evolve as new insights are gained, and theories are refined.
  • Mixed Evidence Sources: May include both quantitative and qualitative studies, as well as grey literature, to provide a richer understanding of the intervention and its context.
  • Flexibility: The process is less rigid than systematic reviews and can adapt to the complexities of the evidence being reviewed. It often incorporates a broad range of evidence types to build a comprehensive understanding.
  • Focus: Aims to provide insights into the mechanisms through which interventions impact outcomes, considering how different factors contribute to success or failure across various contexts.

Timescale:

6 to 12 months or more: Realist reviews usually take between 6 and 12 months, but this can extend depending on the complexity and the iterative nature of the review.

Example: Realist Review on the Delivery of Health Services

This review exemplifies how the realist approach can be used to understand how and why complex interventions work (or don't work) in different contexts.

Title: Realist review – a new method of systematic review designed for complex policy interventions

Authors: Ray Pawson, Trisha Greenhalgh, Gill Harvey, Kieran Walshe

Published In: Journal of Health Services Research & Policy, 2005

Purpose: The primary aim of this realist review was to develop and refine a theoretical framework that explains how health services delivery interventions work, for whom, and under what circumstances. The focus was on understanding the mechanisms that generate outcomes in different contexts.

Key Characteristics of the Review:
  1. Theory-Driven Approach: The review was driven by the aim to develop and test theoretical frameworks or explanations. It sought to understand the underlying mechanisms of interventions and how they interact with various contexts to produce outcomes.
  2. Iterative Process: The review followed an iterative process of searching for evidence, extracting data, and refining theories. This cyclical approach allowed the reviewers to continually refine their understanding and explanations.
  3. Context-Mechanism-Outcome (CMO) Configurations: The review focused on identifying CMO configurations, which are key to realist reviews. This involves understanding the contexts in which interventions are implemented, the mechanisms through which they operate, and the outcomes they produce.
  4. Diverse Evidence Sources: The review included a wide range of evidence types, including qualitative studies, quantitative studies, policy documents, and grey literature, to develop a comprehensive understanding of the interventions.
  5. Explanatory Focus: Unlike traditional systematic reviews that primarily focus on effectiveness, the realist review aimed to explain how and why interventions work, emphasising the importance of context and mechanism.
Key Findings:
  • The review identified various mechanisms through which health service delivery interventions achieve their outcomes, such as changes in professional behaviour, patient engagement, and organisational change.
  • It highlighted the importance of context, showing that the success of interventions often depends on factors like the organisational culture, the resources available, and the specific needs of the patient population.
  • The review provided a refined theoretical framework that can be used by policymakers and practitioners to design and implement more effective health service delivery interventions by considering the key mechanisms and contexts identified.
Impact:

This realist review by Pawson and colleagues has significantly contributed to the field of health services research and policy. It has provided valuable insights into the complexity of health interventions and has helped to establish realist review as a robust method for synthesising evidence on complex interventions.

Summary:

This example demonstrates how a realist review can be effectively used to understand the complexity of health service delivery interventions. By focusing on the underlying mechanisms and contexts, this approach provides deeper insights into how interventions work and can inform more effective policy and practice decisions. The work of Pawson et al. has been influential in promoting the use of realist reviews in various fields, particularly for evaluating complex social and health interventions.

 

NIHR Example:

Recent Realist Review (from NIHR journals library database 30/7/2024)

Maben J, Taylor C, Jagosh J, Carrieri D, Briscoe S, Klepacz N & Mattick K. Causes and solutions to workplace psychological ill-health for nurses, midwives and paramedics: the Care Under Pressure 2 realist review. Health and Social Care Delivery 2024;12(9)

Funding: Health and Social Care Delivery Research (HSDR) Programme (Health and Social Care Delivery Research Volume: 12, Issue: 9, Published in April 2024) https://doi.org/10.3310/TWDU4109 https://www.journalslibrary.nihr.ac.uk/hsdr/TWDU4109/#/abstract

  • Realist and Realistic! Searching: Where do I start and how far do I go? Dr Andrew Booth, a review methodologist and information specialist who focuses on realist synthesis, will be a friendly navigator to take participants through the six stages of the realist search as defined by himself with experienced information colleagues. These six stages map to the Pawson Time and Task Template and can be useful for those undertaking a full realist synthesis, those conducting a realist evaluation against a literature "backdrop" and those pursuing a hybrid evaluation/synthesis. Throughout the presentation the techniques and sources will be illustrated from over a dozen realist synthesis projects in which he has directly participated and from current practice elsewhere. (Dr Andrew Booth, ScHARR 1 hour 2:40 minutes)
  • Realist approach in research – an overview The video is aimed at early career researchers and those new to realist methodology. (NIHR ARC Kent Surrey Sussex 30:22 minutes)

Protocol

Protocol - realist and meta-narrative evidence synthesis: Evolving Standards (RAMESES)

Reporting guideline

Use the RAMESES checklist - Realist And Meta-narrative Evidence Syntheses: Evolving Standards (RAMESES) project. (19 items that should be included in a publication to ensure quality and transparency)

Rapid Review Rapid Review

What is a Rapid Review?

  • Rapid Reviews are designed to provide timely evidence to inform decision-making quickly, often by streamlining the review process
  • They focus on addressing specific questions or issues with expedited methods, which can sometimes reduce the depth of analysis

Rapid Reviews

Rapid Reviews are designed to provide timely evidence to inform decision-making quickly, often by streamlining the review process. They focus on addressing specific questions or issues with expedited methods, which can sometimes reduce the depth of analysis. The term rapid is applied to a variety of review types such as rapid mixed methods, rapid realist reviews, rapid economic analysis…and so on.

Purpose:

  • To Provide Timely Evidence: The primary aim is to deliver a timely synthesis of evidence to inform decision-making in situations where there is an urgent need for information.
  • To Address Specific Questions Quickly: To address specific research questions or inform policy or practice with a streamlined and expedited review process. Methodological shortcuts often mean simplifying search strategies, limiting scope, and reducing the depth of analysis. Software can be used to speed up the process.

Characteristics:

  • Streamlined Process: Uses streamlined methods to accelerate the review process, often by simplifying search strategies, limiting scope, and reducing the depth of analysis.
  • Limited Scope: Focuses on a narrower question or topic compared to systematic reviews, often to expedite the review process.
  • Reduced Rigour: May involve compromises on rigor and comprehensiveness to achieve faster results, such as limiting the search to fewer databases or not performing full-quality assessments.
  • Quick Turnaround: Designed to be completed in a shorter time frame compared to traditional systematic reviews, often within weeks or a few months.
  • Selective Inclusion: May involve selective inclusion of studies or a focus on key studies to quickly provide relevant evidence.
  • Transparency: Despite the expedited process, it should still follow transparent methods and report the limitations of the review process and findings.

Timescale:

  • 2 to 3 months: Rapid reviews are designed to be completed quickly, typically within 2 to 3 months.

Example: Rapid Review on Personal Protective Equipment (PPE) for COVID-19

This rapid review was conducted to provide timely and evidence-based guidance on PPE use to healthcare workers and policymakers during the early stages of the pandemic.

Title: Rational use of personal protective equipment (PPE) for coronavirus disease (COVID-19): interim guidance

Organization: World Health Organization (WHO)

Published In: WHO interim guidance documents, 2020

Purpose: The primary aim of this rapid review was to synthesize the best available evidence on the use of personal protective equipment (PPE) to prevent the transmission of COVID-19 among healthcare workers and the general public. The review sought to provide immediate, evidence-based recommendations in response to the urgent need for guidance during the pandemic.

Key Characteristics of the Review:
  1. Expedited Process: The review was conducted rapidly, within a matter of weeks, to provide timely guidance. This involved streamlined processes for literature search, selection, and synthesis.
  2. Focused Scope: The review focused specifically on the effectiveness of various types of PPE (masks, gloves, gowns, face shields) in preventing COVID-19 transmission. This narrow focus helped to expedite the review process.
  3. Comprehensive Search Strategy: Despite the rapid nature of the review, a comprehensive search strategy was employed to identify relevant studies. This included searching multiple databases, preprints, and grey literature to capture the most recent and relevant evidence.
  4. Inclusion and Exclusion Criteria: Clear criteria were established to include studies that provided data on PPE effectiveness, particularly in the context of COVID-19 and other respiratory infections.
  5. Quality Assessment: A rapid yet rigorous assessment of the methodological quality of included studies was conducted to ensure the reliability of the evidence.
  6. Synthesis and Recommendations: The evidence was synthesised quickly to produce actionable recommendations. The findings were summarised, and practical guidance was provided based on the best available evidence.
Key Findings:
  • The review found strong evidence supporting the use of masks, particularly N95 respirators, in preventing the transmission of COVID-19 among healthcare workers.
  • It recommended the use of surgical masks for the general public and healthcare workers when N95 respirators were not available.
  • The review highlighted the importance of other PPE, such as gloves, gowns, and face shields, in providing additional protection, especially in healthcare settings.
  • It emphasised the need for proper training and protocols for PPE use to maximise effectiveness.
Impact:

This rapid review provided critical, evidence-based guidance on PPE use at a time when such information was urgently needed. The WHO’s recommendations were widely disseminated and adopted by healthcare facilities and governments worldwide, helping to protect healthcare workers and the public from COVID-19. The rapid review process allowed for the timely translation of research findings into practical guidelines, which was crucial during the fast-evolving pandemic situation.

Summary:

This example demonstrates how a rapid review can be effectively used to provide timely and evidence-based guidance in urgent situations. By focusing on a specific and immediate need, employing expedited yet rigorous methods, and synthesising the best available evidence, the WHO was able to offer practical recommendations on PPE use that had a significant impact on global health during the COVID-19 pandemic.

 

NIHR Example:

Recent Rapid Review (from NIHR journals library database 30/7/2024)

Westwood M, Armstrong N, Krijkamp E, Perry M, Noake C, Tsiachristas A & Corro-Ramos I. A cloud-based medical device for predicting cardiac risk in suspected coronary artery disease: a rapid review and conceptual economic model. Health Technol Assess 2024;28(31)

Funding: Health Technology Assessment programme (Health Technology Assessment Volume: 28, Issue: 31, Published in July 2024) https://doi.org/10.3310/WYGC4096 https://www.journalslibrary.nihr.ac.uk/hta/WYGC4096/#/plain-language-summary

  • An introduction to performing rapid reviews In this video, Dr Valerie J. King, co-convenor of the Cochrane Rapid Reviews Methods group, presents the key recommendations for conducting rapid reviews from the new guidance developed through the WHO Alliance for Health Policy and Systems Research. (Cochrane Training 20:45)
  • What are rapid reviews? Prof Zachary Munn gives top tips for conducting a rapid review and answers FAQs about rapid reviews, such as: 'Why do a rapid review?'; 'Are rapid reviews as good as systematic reviews?'; 'Where do I find guidance for conducting a rapid review?' (Joanna Briggs Institute 8:03 minutes)

Protocol

Rapid review protocol

Reporting guideline

Rapid review method series: interim guidance for the reporting of rapid reviews (PRISMA-RR coming soon)

 

Umbrella Review Umbrella Review

What is an Umbrella Review?

  • An umbrella review, or "review of reviews," is a high-level evidence synthesis that systematically collects, evaluates, and integrates findings from multiple systematic reviews and meta-analyses on a given topic.
  • In essence, it is a systematic review of systematic reviews.

Umbrella Review

Umbrella reviews are primarily used in research fields, particularly in healthcare and social sciences, when the body of evidence on a topic has become vast and complex. It is ideal for when a researcher or decision-maker needs a comprehensive overview of a wide area, rather than just a single, focused question.

Purpose:

  • To consolidate evidence: Provide a single, comprehensive summary of a broad research area where many systematic reviews and meta-analyses already exist, making the evidence more accessible for clinicians, policymakers, and decision-makers.
  • To assess quality and credibility: Critically appraise the methodological quality of the included systematic reviews and meta-analyses (often using tools like AMSTAR 2) to evaluate the strength and certainty of the evidence.
  • To resolve contradictions: Identify and explore reasons for conflicting or inconsistent findings across different systematic reviews on the same or related topics.
  • To identify gaps: Highlight areas where evidence is lacking or insufficient to guide future research.
  • To inform Guidelines/Policy: Offer the highest level of synthesized evidence to inform clinical practice guidelines and policy decisions, especially for questions involving multiple interventions or outcomes for a single condition.

Characteristics:

  • Unit of Analysis: The focus is on systematic reviews and meta-analyses, not the original primary studies (like randomized controlled trials or observational studies).
  • Systematic Methodology: It follows a rigorous, pre-specified methodology, including developing a protocol (often registered in databases like PROSPERO), conducting a comprehensive search, applying predefined inclusion/exclusion criteria, and extracting data.
  • Broad Scope: The research question is often broader than a single systematic review, allowing for the synthesis of evidence on multiple exposures, outcomes, or interventions for a specific condition.
  • Quality Appraisal: It includes a mandatory, critical assessment of the methodological quality of the included reviews.
  • No New Primary Synthesis (Typically):Unlike a traditional meta-analysis, an umbrella review usually does not statistically pool data from the primary studies within the included reviews to estimate a new overall effect. Instead, it summarizes and compares the results of the already-pooled estimates from the included reviews. Some methods may involve re-analysing the meta-analytic estimates within a uniform framework (e.g., to stratify evidence credibility), but this differs from a de novo meta-analysis.
  • Focus on Consistency: It aims to determine if the body of evidence is consistent, highlight potential biases, and grade the overall strength of the collective evidence.

Timescale:

The timescale for an Umbrella Review can vary significantly based on the breadth of the topic, the number of existing reviews, and the resources available (e.g., the number of reviewers).

  • Generally, an Umbrella Review takes less time than a de novo systematic review or meta-analysis of primary studies, because the bulk of the work (searching, screening, and appraising primary studies) has already been done by the included reviews.
  • A well-conducted Umbrella Review generally takes 4 to 12 months from protocol development to final submission, with a common duration being around 6 to 9 months.

Example: Umbrella review on the impact of the Covid 19 pandemic on cancer care

A well-cited umbrella review was conducted to synthesize the fragmented evidence that emerged during the pandemic regarding its impact on cancer services..

Title: An umbrella review of systematic reviews on the impact of the COVID-19 pandemic on cancer prevention and management, and patient needs

Authors: Taulant Muka, Joshua J X Li, Sahar J Farahani, John P A Loannidis

Published In: Elife, 2023

Purpose: An umbrella review was undertaken to summarise the findings from systematic reviews on impact of the COVID-19 pandemic on cancer treatment modification, delays, and cancellations; delays or cancellations in screening and diagnosis; psychosocial well-being, financial distress, and use of telemedicine as well as on other aspects of cancer care.

Key Characteristics of the Review:
  1. Broad Scope: What was the multi-dimensional impact of the COVID-19 pandemic on all aspects of cancer care, including prevention, diagnosis, treatment, and patient psychosocial well-being?
  2. "Studies" Included: Included dozens of existing systematic reviews and meta-analyses that had been published rapidly during and immediately after the pandemic. Each of these reviews focused on a narrower topic (e.g., one review on screening delays, another on treatment modifications, another on telemedicine use).
  3. Synthesis Goal: To consolidate the evidence from these separate reviews to give a holistic national picture of the disruption.
Key Findings:
  • Treatment Disruption: There was consistent evidence across reviews of significant delays and cancellations in cancer treatment (e.g., a 50% reduction in breast and cervical cancer screening).
  • Psychosocial Impact: Evidence was consistent in suggesting the psychosocial well-being of patients deteriorated, and they experienced financial distress.
  • Evidence Quality: The umbrella review highlighted a crucial finding: most of the included systematic reviews were based on primary observational studies judged to be at medium or high risk of bias.
Impact:

The results served as a clear directive to the NHS and policymakers: not only was the pandemic disruptive, but the evidence base used to justify early policy responses (treatment modifications) was often of low quality, underscoring the urgent need for robust, high-quality primary research and systematic monitoring moving forward.

Summary:

This example illustrates perfectly why umbrella reviews are needed: a broad, urgent question required synthesizing fragmented evidence of varying quality to create a clear, actionable summary for healthcare leaders.

 

NIHR Example:

Interventions for primary prevention of cardiovascular disease: An umbrella review of systematic reviews

Uthman OA, Al-Khudairy L, Nduka C, Court R, Enderby J, Anjorin S, et al.

Funding: Health Technology Assessment programme  (Health Technol Assess 2025;29(37):19–44) https://www.journalslibrary.nihr.ac.uk/hta/published-articles/GJTR5006 

  • JBI Channel: What are Umbrella Reviews? (Assoc Prof Edoardo Aromataris): Explains the specific rationale for conducting an umbrella review, particularly when using the rigorous methodology developed by the Joanna Briggs Institute (JBI). Discusses how they differ from other systematic reviews and provides guidance on accessing the full JBI Manual for Evidence Synthesis, which contains detailed steps.
  • Dr. Hassaan Tohid: HOW TO WRITE AN UMBRELLA REVIEW? Provides an 8-minute high-level overview of the review process, emphasizing the three main stages of the review (searching, analysis, and writing). Discusses the potential need for re-performing meta-analysis and calculating effect sizes if reviewing meta-analyses, and recommends external resources like the JBI review book.
  • Malaysia Health Analytics: How to do Umbrella Review (Overview of Review) with Meta-IMU? (Playlist): This is a comprehensive playlist that breaks down the process into minute steps, including: Defining PICOs, defining search terms, generating PRISMA flow diagrams, assessing study overlap (redundancy), assessing risk of bias with tools like ROBIS, and interpreting confidence plots. It is useful for researchers looking for a practical, segmented walkthrough.
  • Umbrella Review: Steps, Data Collection, Software Use with Example: Clearly lists the key steps (Defining question, synthesis, quality assessment, reporting). Emphasizes core features like having a comprehensive scope, guiding decisions, and identifying research gaps. Often mentions the need for critical appraisal tools like AMSTAR 2.
  • The Ultimate Guide to Writing an Umbrella Review: Provides a general overview of the writing and purpose of an umbrella review, placing it at the top of the evidence hierarchy. Useful for understanding the structure and overall goals of the final paper.

Protocol

See JBI Guidance: Development of an umbrella review protocol

Reporting guideline

Reporting guidelines for specific types of overview can be found on the equator network