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Dr Richard Cooke Dr Wendy Hardeman Dr Rachel Shaw CREATE workshop Systematic review, meta-analysis and qualitative meta-synthesis Dr Richard Cooke, Aston University, UK Dr Wendy Hardeman, University of Cambridge, UK Dr Rachel Shaw, Aston


  1. What do we need to achieve this? • Evidence about decision-making processes between practitioners & patients ~ statistical evidence on practitioners’ performance – Nature of consultations, relationship between practitioners & patients, patient understanding of information, lifestyle factors of patients, family/social context of patients ~ behavioural & social science evidence, qualitative evidence

  2. Need for heterogeneous evidence, yet... • NICE: Context-sensitive evidence complements context-free evidence (Lomas et al., 2005) but led by biomedical evidence • SIGN: qualitative evidence used in initial scoping exercise but not part of systematic review • Cochrane resists inclusion of qualitative evidence & other non-trial based evidence • Need for development of methods for systematically reviewing qualitative evidence

  3. Meta-synthesis • Research of research (Paterson et al., 2001) • Existing research used as primary data • Many synthesis methods follow principles of primary qualitative research – Text as data ~ data + findings – Thematic – Cross-case comparison – Development of hierarchical structure of themes

  4. Methods for synthesizing qualitative evidence Integrative/aggregative Interpretative • Meta-ethnography • Meta-summary • Cross-case analysis • Meta-study • Critical interpretive • Content analysis synthesis • Framework synthesis Summarising data Development of concepts Concepts (or variables) Development and under which data are to be specification of theories summarised are assumed to that integrate those be largely secure and well concepts specified ~ largely qualitative ~ largely quantitative Dixon-Woods et al. (2005)

  5. Methods for synthesizing qualitative and quantitative evidence • Meta-summary • Meta-study • Content analysis • Bayesian synthesis • ....very few workable models

  6. What works for you? • What is your review question? • Do you want to know what works? • Do you want to know why something works? • Is it an exploration of an under researched area?

  7. The review protocol: a bird’s eye view (Sunday 12-12.30 ) Key sources: Cochrane handbook; EPPI website; CRD guidance

  8. Why a protocol? • Specifies the methods in advance • Saves time and trouble later on • Reduces risk of bias • Iterative process: reviewers, funder, representatives of patients and public

  9. Has a review been done? Cochrane: NICE: http://guidance.nice.org.uk/ http://www.thecochranelibrary.com/view/0/index.html Other databases e.g., PubMed: http://www.ncbi.nlm.nih.gov/pubmed/ CRD: http://www.crd.york.ac.uk/CMS2Web/ DARE, Prospero

  10. Review team • Day-to-day conduct of the review • May come from a range of backgrounds: - expertise in the content area - expertise in review methodology

  11. Advisory team • Range of expertise • Range of potential users of the review • Can help make difficult decisions

  12. Protocol content • Background • Review question • Inclusion and exclusion criteria • Identifying research evidence • Study selection • Data extraction • Quality assessment • Data synthesis • Dissemination plan CRD Guidance 2009

  13. Background • Why is the review needed? • Rationale for inclusion criteria • Rationale for focus of research question

  14. Review question • Clear questions • May be broad or specific • May frame question in terms of PICOS, CHIP, SPICE • Make any underlying assumptions and conceptual framework explicit

  15. Inclusion and exclusion criteria • Set boundaries for research question • Specify nature of interventions • Clarify any definitions (e.g., ‘education’) • Criteria need to be practical

  16. Inclusion and exclusion criteria • Methodological quality affects reliability of findings and conclusions - randomised controlled trials (RCTs) - quasi-experimental studies - observational studies

  17. Hierarchy of evidence Gurratt et al (1995)

  18. Inclusion and exclusion criteria • Language • Publication type and status

  19. Identifying research evidence • Include preliminary search strategy • Specify databases, search terms • Ask for advice from librarian if available • Details on software to manage references • Current awareness searches

  20. McLean et al. 2003

  21. Study selection Two stages: 1. Screening of abstracts and titles against inclusion criteria 2. Screening of full papers identified as possibly relevant • Specify how decisions will be made • Number of researchers involved and how disagreements will be resolved

  22. Data extraction • Specify information to be extracted from included studies • Details of software for recording data • Procedure for data extraction: number of researchers, resolving discrepancies • Contacting authors for additional information

  23. Quality assessment • Methods of study appraisal • Examples of quality criteria • Use of appraisal, e.g., sensitivity analysis • Procedure: number of researchers, resolving discrepancies

  24. Data synthesis • As far as possible • Is meta-analysis pre-planned? • Criteria for when meta-analysis be will done, fixed or random effects model • Approach to narrative synthesis • Planned sensitivity analyses and tests for publication bias

  25. Documenting the process • Managing references • Decisions about including and excluding papers • Managing data extracted from studies • Data analysis • Data reporting

  26. Dissemination plan • Target groups: researchers, practitioners, policy makers, commissioners of research and services, guideline issuing bodies, patients, general public etc! • How will you reach each group? • What will you disseminate? • Involve stakeholders at early stage

  27. Public involvement • Involvement: active partnership between the public and researchers in the research process • Public: patients, users of health services, informal carers, relatives, members of the public who receive health promotion interventions, organisations representing people who use services

  28. Why public involvement? • Different perspective • Importance and relevance of the review question • Outcomes that matter to users of interventions and health services • Help with dissemination of review findings http://www.invo.org.uk/

  29. Register your review • PROSPERO: international prospective register of systematic reviews • Launched Feb 2011 • Registration free and open to anyone undertaking systematic reviews of the effects of interventions and strategies to prevent, diagnose, treat, and monitor health conditions, for which there is a health related outcome • Register your review when the review protocol (or equivalent) has been completed but before screening studies for inclusion

  30. PROSPERO http://www.crd.york.ac.uk/prospero/

  31. Amendments in the protocol • If too rigid then review may not be useful to end users • Clearly documented and justified • Consider the implications for time and resources e.g., re-doing data extraction

  32. Formulating a research question (Sunday 12.30-1 pm) Richard Cooke, Rachel Shaw

  33. PICOS • PICOS = framework to make the process of defining and delivering a research question easier • P = population, patient • I = intervention • C = comparison • O = outcome • S = study design

  34. Population, patient • When specifying search terms you might focus on • Gender • Country • Age • Diagnosis • If you exclude certain populations (e.g., people who are not overweight) this will narrow your search

  35. Intervention • In systematic reviews & meta-analyses of experimental data it is crucial to report on • Duration of intervention • Intensity of intervention • Frequency of intervention • Type of intervention (can use the Behaviour Change taxonomy, Abraham & Michie, 2008, to classify different types of intervention)

  36. Comparison • Control/comparison group received – No treatment – Standard care (information, treatment etc.) – Placebo – Alternative treatment – Passive vs. active control groups (Armitage, 2009)

  37. Outcome • Specify the outcome you are interested in • Blood pressure • Quality Adjusted Life Years • WHOQoL • Screening attendance • Often considerable variation in outcomes used across studies

  38. Types of study design • (Interrupted) time series: A research design that collects observations at multiple timepoints before & after intervention (interruption). • Case-Control study: A study that compares people with a specific disease or outcome of interest (cases) to people from the same population without that disease or outcome (controls)

  39. Types of Study Design (2) • Cohort study: An observational study in which a defined group (cohort) is followed over time. Outcomes of people in subsets are compared to examine effects of exposure to intervention or other factors (e.g., smoking) • RCT: An experiment where two or more interventions, possibly a control or no treatment group, are compared by being randomly assigned to participants

  40. PICOS: Bringing ideas together • By following the PICOS framework you should end up with a clear research question that will lead to precise search terms • For example, you could review RCTs comparing the impact of 12 month lifestyle change programmes with no treatment on weight loss (in kgs) in overweight populations • More guidance on PICO can be found at http://www.ncbi.nlm.nih.gov/pmc/articles/PMC2233974/

  41. Tools for formulating search strategy CHIP (Shaw, 2010) SPICE Qualitative research Social science research • Context • Setting • How • Perspective • Issues of interest • Intervention/exposure/inte rest • Population • Comparison • Evaluation

  42. CHIP/SPICE example CHIP Context Paediatric intensive care How Qualitative, intervention study, survey Issues of interest Preparing nurses for ALTE* Population Nurses & doctors SPICE Setting Paediatric intensive care Perspective Nurses & doctors Intervention Prepare nurses for ALTE Comparison Emergency services Evaluation Impact on nurses’ professional performance & well-being *ALTE: Acute Life Threatening Event

  43. CHIP/SPICE example CHIP Context Community /outpatients clinic How Qualitative/quality of life studies Issues of interest Diagnosis and management of AMD* Population Patients SPICE Setting Community /outpatients clinic Perspective Patients Intervention - Comparison - Evaluation Impact on patients’ well-being, understanding & management of AMD *AMD: Age-related Macular Degeneration

  44. Lunch (Sunday 1-2 pm)

  45. Undertaking the review (Sunday 2-3 pm) Richard Cooke, Rachel Shaw

  46. Designing your search strategy • Search bibliographic databases systematically • Search for existing reviews in topic area • Adapt existing search strategy • Use keywords or MeSH headings (MEDLINE) • Tools to help: – PICO ~ health services research (Population- Intervention-Comparison-Outcome) – CHIP ~ qualitative research – SPICE ~ social science research

  47. Finding qualitative studies • Medical Subject Headings (MeSH) on MEDLINE: – Qualitative Research, Interview – Few qualitative methodology subject headings on most bibliographic databases • Use free-text terms: – (biographical method), (grounded theory), (social construct$), ethnograph$, field adj. (study or studies) • Broad-based qualitative research search filter (Grant, 2000) as successful – findings, interview$, qualitative Shaw et al. (2004)

  48. Testing your search strategy • Add methodology filter to your topic based search terms if you are searching for studies using particular methods, e.g. qualitative methods • Group your search terms logically – add/remove to test precision & recall • Use broad-based qualitative methodology filter for identifying qualitative research – Remove to identify studies using any method – Other methodology filters are available

  49. Screening studies against inclusion criteria • Trade-off between recall (comprehensiveness) & precision (accuracy): – Recall: potential relevant studies ~ tested positive – Precision: actually relevant studies ~ diagnosed positive • Particularly with qualitative evidence due to lack of subject headings in bibliographic databases • More authors of qualitative studies now include method as keyword ~ can be helpful when reviewing, especially if looking for certain types of qualitative research Shaw et al. (2004)

  50. Tea (Sunday 3-3.30 pm)

  51. Exercise Design a simple search strategy (Sunday 3.30-4.30 pm) Richard Cooke, Rachel Shaw

  52. Simple Search Strategy • Key terms • Electronic Databases • Search Results • Revise Search Strategy

  53. Simple Search Strategy: TPB applied to physical activity/exercise • Key terms = TPB, theory of planned behavio*/behaviour, physical activity, exercise • Electronic Databases: For Health Psychology topics, Web of Knowledge and PubMed are good databases to use • Initially you want to know how many papers exist, to see if a review is feasible

  54. Task • Run the following searches in PubMed • Theory of Planned Behaviour Exercise • Theory of Planned Behaviour Physical Activity • TPB Exercise • TPB Physical Activity • After each search, note down how many results you get

  55. Task • Which search yielded the most results? • Theory of Planned Behaviour Exercise • Theory of Planned Behaviour Physical Activity • TPB Exercise • TPB Physical Activity • Why? • Next run the following searches • Theory of Planned Behaviour (Exercise OR Physical Activity) • TPB (Exercise OR Physical Activity) • How many results do you get?

  56. Simple Search Strategy • Search Results: After completing your search, look through the results and see if you found – (i) papers you know about – (ii) papers that look relevant – (iii) papers that look irrelevant • Revise Search Strategy: Revise your search strategy if – you are getting too many or too few results – your search strategy does you identify papers you know about

  57. Task 2 • Search PubMed for papers on a topic you are interested in

  58. MONDAY 19 th Sept Study selection, data extraction, quality assessment, data synthesis

  59. Undertaking the review - continued (Monday 9.30-9.45 am) Richard Cooke

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