The Review Protocol

From Search Strategy to Synthesis — Master Every Review Type

Methodical, protocol-oriented guidance for every stage of evidence synthesis — from your first search string to a PRISMA-compliant manuscript.

Not sure which review type fits your project?

Answer five short questions and we'll recommend a starting point. No data leaves your browser.

1. What best describes your research question?
2. How much time do you have?
3. How comprehensive must the search be?
4. Do you plan to pool results quantitatively?
5. Do existing systematic reviews already cover the topic?

Seven review types, one protocol-driven framework

Every guide follows the same structure — when to use it, how to search, how to screen, how to synthesize, and how to report.

Narrative Review

Thematic overview of a topic area

When: Thesis chapter 2, background sections, and broad topic overviews where comprehensive quantitative synthesis is not required.

Read the Narrative Review guide →

Systematic Review

Rigorous, reproducible evidence synthesis

When: Answering a focused clinical or policy question with a comprehensive, reproducible search and formal quality appraisal.

Read the Systematic Review guide →

Scoping Review

Map the breadth of evidence on a topic

When: Mapping the literature, clarifying concepts, or identifying research gaps before a full systematic review.

Read the Scoping Review guide →

Meta-Analysis

Quantitative synthesis of effect sizes

When: Pooling quantitative results across comparable studies to estimate an overall effect.

Read the Meta-Analysis guide →

Rapid Review

Accelerated evidence synthesis for decisions

When: Time-sensitive policy or practice decisions where a full systematic review is not feasible.

Read the Rapid Review guide →

Integrative Review

Combine empirical and theoretical literature

When: Integrating diverse methodologies (quantitative, qualitative, theoretical) to develop a holistic understanding.

Read the Integrative Review guide →

The five phases of a rigorous review

From search string to published manuscript, each phase has a concrete deliverable.

  1. Search Strategy

    Develop a reproducible search across databases using Boolean operators, MeSH terms, and documented protocols.

    Deliverable: Documented search strategy with database, date, and result counts

    • PubMed
    • Scopus
    • CINAHL
    • Web of Science
  2. Screening & Selection

    Apply inclusion/exclusion criteria through title/abstract and full-text screening stages.

    Deliverable: PRISMA flow diagram with counts at each stage

    • Covidence
    • Rayyan
    • EndNote
  3. Data Extraction

    Systematically extract data from included studies using a pre-piloted extraction form.

    Deliverable: Completed extraction spreadsheet with all coded variables

    • Excel
    • Literature Matrix
    • Covidence
  4. Synthesis

    Combine findings using narrative, thematic, framework, or meta-analytic methods.

    Deliverable: Synthesized results section with themes or pooled estimates

    • RevMan
    • R (metafor)
    • NVivo
  5. Reporting

    Report results following PRISMA 2020, register the protocol on PROSPERO, and publish transparently.

    Deliverable: PRISMA-compliant manuscript and flow diagram

    • PRISMA checklist
    • PROSPERO
    • EQUATOR Network

See the full process guide →

Free templates to accelerate your review

Literature Review Matrix

Spreadsheet for organizing sources by author, year, methodology, sample, findings, and themes.

Format: XLSX

PRISMA Flow Diagram

Editable PRISMA 2020 flow diagram for documenting study identification, screening, eligibility, and inclusion.

Format: PDF

Data Extraction Form

Pre-structured extraction form covering study characteristics, participants, interventions, and outcomes.

Format: XLSX

Browse all templates →

Latest from the blog

Read all posts →