Skip to main content

Table 4 Suggested generic procedure for cluster searching

From: Towards a methodology for cluster searching to provide conceptual and contextual “richness” for systematic reviews of complex interventions: case study (CLUSTER)

Steps to enhance exploration of context

Step

Procedure

Source(s)

1

Identify at least one key “pearl” citation, agreed through consensus by the review team

Preliminary Literature Search of bibliographic databases

2

Check Reference list for any additional relevant citations by the Authors

Full text of pearl citations

3

Recheck for additional relevant records by the Authors

Reference management database

4

Search for lead author (and other authors as appropriate). Seek to identify Contact email, Publications list, Institutional repository

Google

5

Conduct citation searches on key pearl citation (and other publications as appropriate)

Web of Science/Google Scholar

6

Conduct searches on project name/identifier (if available)

Google Scholar

7

Make contact with Lead Author (particularly regarding related publications, unpublished articles, reports, book chapters etcetera)

Personal Web pages

Steps to enhance identification of theory

Step

Procedure

Source(s)

8

Follow up key pearl citation and other cluster documents for citation of theory

Full text of pearl citations

9

Recheck for mentions of Theory in titles, abstracts, keywords

Reference management database

10

Optionally, perform iterative searches for theory mentioned in combination with Condition of Interest

Original set of bibliographic databases

Steps to broaden the search to other relevant information

Step

Procedure

Source(s)

11

Follow up key pearl citation and other cluster documents for citations to project antecedents and related projects

Full text of pearl citations

12

Conduct named project and citation searches for relevant projects identified from cluster documents

Google Scholar/Web of Science

13

Seek cross case comparisons by combining project name/identifier for cluster with project name/identifiers for other relevant projects

Original set of bibliographic databases