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Conducting a literature search

Step by step guide to developing an expert search strategy and conducting a literature review

Objectives

  • Combine search terms using appropriate syntax for a chosen database.
  • Run an initial search.

combine terms with Boolean operators

In order to retrieve relevant results, it is best to group synonyms in parenthesis with a capital OR (to capture different phrasing of the same concept) and connect different concepts with a capital AND (to capture only results that include all of your concepts together). These are known as Boolean operators.

  • You can enter search terms in the default basic search bar:

a screenshot of a basic PubMed search with the strategy: (children OR juveniles OR minors) AND (epilepsy OR seizures OR convulsions) AND (marijuana OR cannabis)

  • Or use the Advanced Search for more control:

a screenshot of an advanced PubMed search combining separate queries

  • The Advanced Search Builder in PubMed gives you the option to apply boolean operators from a menu.

a screenshot of an advanced PubMed search with dropdown menu displaying boolean operators (OR, AND, NOT)

  • PubMed will not recognize lowercase “and” or “or” as Boolean operators, so make sure you capitalize them when you want to combine, include, or exclude search terms.

Save Search Strategies

There are several ways to save and share your search strategy. This can be helpful if you want to repeat or update the search later, and if you need to document your methodology.

  • From the Search results page, you can create an email alert or an RSS feed to save in your NCBI account. You can also copy the URL from your web browser’s address bar.

screenshot of PubMed search with url highlighted

  • From the Advanced Search builder, you have a couple of options. You can download a CSV file of your search history and details and save it to your desktop or send it to yourself.
  • To save the search in your NCBI account, select the ellipses under “actions” and then select “create alert”.

screenshot displaying PubMed advanced search with "actions" drop down menu

  • When you do this, you have the option of automatically rerunning the search at periodic intervals and sending you updated results by email.

screenshot displaying options to save search

  • You will also be able to retrieve, modify, and re-run the search from your NCBI dashboard.