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系统评价中检索研究的方法学发展:过去、现在与未来?

Methodological developments in searching for studies for systematic reviews: past, present and future?

作者信息

Lefebvre Carol, Glanville Julie, Wieland L Susan, Coles Bernadette, Weightman Alison L

机构信息

Lefebvre Associates Ltd, Oxford, UK.

出版信息

Syst Rev. 2013 Sep 25;2:78. doi: 10.1186/2046-4053-2-78.

Abstract

The Cochrane Collaboration was established in 1993, following the opening of the UK Cochrane Centre in 1992, at a time when searching for studies for inclusion in systematic reviews was not well-developed. Review authors largely conducted their own searches or depended on medical librarians, who often possessed limited awareness and experience of systematic reviews. Guidance on the conduct and reporting of searches was limited. When work began to identify reports of randomized controlled trials (RCTs) for inclusion in Cochrane Reviews in 1992, there were only approximately 20,000 reports indexed as RCTs in MEDLINE and none indexed as RCTs in Embase. No search filters had been developed with the aim of identifying all RCTs in MEDLINE or other major databases. This presented The Cochrane Collaboration with a considerable challenge in identifying relevant studies.Over time, the number of studies indexed as RCTs in the major databases has grown considerably and the Cochrane Central Register of Controlled Trials (CENTRAL) has become the best single source of published controlled trials, with approximately 700,000 records, including records identified by the Collaboration from Embase and MEDLINE. Search filters for various study types, including systematic reviews and the Cochrane Highly Sensitive Search Strategies for RCTs, have been developed. There have been considerable advances in the evidence base for methodological aspects of information retrieval. The Cochrane Handbook for Systematic Reviews of Interventions now provides detailed guidance on the conduct and reporting of searches. Initiatives across The Cochrane Collaboration to improve the quality inter alia of information retrieval include: the recently introduced Methodological Expectations for Cochrane Intervention Reviews (MECIR) programme, which stipulates 'mandatory' and 'highly desirable' standards for various aspects of review conduct and reporting including searching, the development of Standard Training Materials for Cochrane Reviews and work on peer review of electronic search strategies. Almost all Cochrane Review Groups and some Cochrane Centres and Fields now have a Trials Search Co-ordinator responsible for study identification and medical librarians and other information specialists are increasingly experienced in searching for studies for systematic reviews.Prospective registration of clinical trials is increasing and searching trials registers is now mandatory for Cochrane Reviews, where relevant. Portals such as the WHO International Clinical Trials Registry Platform (ICTRP) are likely to become increasingly attractive, given concerns about the number of trials which may not be registered and/or published. The importance of access to information from regulatory and reimbursement agencies is likely to increase. Cross-database searching, gateways or portals and improved access to full-text databases will impact on how searches are conducted and reported, as will services such as Google Scholar, Scopus and Web of Science. Technologies such as textual analysis, semantic analysis, text mining and data linkage will have a major impact on the search process but efficient and effective updating of reviews may remain a challenge.In twenty years' time, we envisage that the impact of universal social networking, as well as national and international legislation, will mean that all trials involving humans will be registered at inception and detailed trial results will be routinely available to all. Challenges will remain, however, to ensure the discoverability of relevant information in diverse and often complex sources and the availability of metadata to provide the most efficient access to information. We envisage an ongoing role for information professionals as experts in identifying new resources, researching efficient ways to link or mine them for relevant data and managing their content for the efficient production of systematic reviews.

摘要

Cochrane协作网于1993年成立,此前英国Cochrane中心于1992年开放,当时为纳入系统评价而检索研究的方法尚不完善。综述作者大多自行进行检索,或依赖医学图书馆员,而这些馆员对系统评价的了解和经验往往有限。关于检索实施与报告的指南也很有限。1992年开始着手识别纳入Cochrane系统评价的随机对照试验(RCT)报告时,MEDLINE中仅有约20000篇报告被标引为RCT,Embase中则没有被标引为RCT的报告。当时还没有为识别MEDLINE或其他主要数据库中的所有RCT而开发的检索过滤器。这给Cochrane协作网识别相关研究带来了巨大挑战。

随着时间的推移,主要数据库中标引为RCT的研究数量大幅增加,Cochrane对照试验中心注册库(CENTRAL)已成为已发表对照试验的最佳单一来源,拥有约700000条记录,包括协作网从Embase和MEDLINE中识别出的记录。针对各种研究类型的检索过滤器,包括系统评价和针对RCT的Cochrane高灵敏度检索策略,都已开发出来。在信息检索方法学方面的证据基础有了显著进展。《Cochrane干预措施系统评价手册》现在为检索的实施与报告提供了详细指南。Cochrane协作网为提高信息检索质量等所采取的举措包括:最近推出的Cochrane干预措施综述方法学期望(MECIR)计划,该计划规定了综述实施与报告各方面(包括检索)的“强制性”和“高度期望”标准;开发Cochrane综述标准培训材料;以及开展电子检索策略同行评审工作。几乎所有Cochrane综述小组以及一些Cochrane中心和领域现在都有一名试验检索协调员负责研究识别,医学图书馆员和其他信息专家在为系统评价检索研究方面也越来越有经验。

临床试验的前瞻性注册正在增加,对于相关的Cochrane系统评价,检索试验注册库现在已成为强制性要求。鉴于对可能未注册和/或发表的试验数量的担忧,世界卫生组织国际临床试验注册平台(ICTRP)等门户网站可能会变得越来越有吸引力。获取来自监管机构和报销机构信息的重要性可能会增加。跨数据库检索、网关或门户网站以及对全文数据库的更好访问,将影响检索的实施与报告方式,谷歌学术、Scopus和科学引文索引等服务也会如此。文本分析、语义分析、文本挖掘和数据链接等技术将对检索过程产生重大影响,但综述的高效更新可能仍然是一个挑战。

展望未来二十年,我们预计全球社交网络以及国家和国际立法的影响将意味着所有涉及人类的试验在开始时都将进行注册,详细的试验结果将常规提供给所有人。然而,要确保在多样且往往复杂的来源中发现相关信息,并确保提供元数据以便最有效地获取信息,挑战依然存在。我们预计信息专业人员将继续发挥作用,作为识别新资源、研究有效链接或挖掘相关数据的方法以及管理其内容以高效开展系统评价的专家。

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