Are you interested in contributing to HLWIKI International? contact Typical Medline search filters in both OvidSP and PubMed using MeSH & keyword terms
To browse other articles on a range of HSL topics, see the A-Z index.
- This entry is out of date, and will not be updated, September 2018
See also Aboriginal health search filter | Best practices search filter | Canadian search filter for MEDLINE | K. Ann McKibbon | Psychosocial instruments filter | Systematic review searching | Web 2.0
Search filters (ie. hedges) are defined as: "...a [single] search term or set of terms (such as 'randomi?ation' or 'random allocation' for RCTs) that select studies that are at the most advanced stages of testing for clinical application" (Wilczynski et al 1995, p436). Also "...search filters or hedges consist of a combination of terms, generally drawing on free-text, controlled vocabulary and metadata."
Search filters – what are they good for? Search filters are collections of search terms designed to retrieve a high percentage of relevant records. Search filters are often designed to retrieve items that fit specific study designs, topics or other aspects of research questions. Search filters are often built into the standard bibliographic databases "interface". Many are available and choosing between them can pose a number of challenges. What are they? Search filters are combinations of words, word variants and wildcards to search for occurrences in the title, abstract and subject heading fields of British, Canadian or American spelling of concepts and terms. Search filters are also predefined strategies to improve recall and retrieve maximum recall of primary research of gold standard studies i.e. randomized trials (RCTs), systematic reviews, meta-analysis etc. and clinical queries such as diagnosis, prognosis, etiology and therapy. Typically, search filters are used to refine search results, particularly for complex topics with multiple synonyms, problems with polysemy and so on. In terms of their development, filters are created by combining Medical Subject Headings (MeSH) with a series of keywords and wildcard variants to optimize retrieval. (See McMaster University's HIRU Project). Filters are also referred to as hedges, PubMed filters, Haynes' filters via Clinical Queries, or optimal search strategies. Filters are sometimes referred to as methodological search strategies as they are composed of words that relate to study methodology. For example, a randomized control (RCT) filter may contain randomi*ed and clinical trial as phrases or separate keyword occurrences. A diagnosis filter might use sensitivity, specificity and so on.
For more information about search filters, see Lee et al. An optimal search filter for retrieving systematic reviews and meta-analyses. BMC Med Res Methodol. 2012. and Cochrane Handbook Search Filters.
Key websites & filters
The aim of using a search filter
Search filters were initially devised by Haynes et al and K. Ann McKibbon (a Canadian health librarian) at McMaster University in the 1990s. Investigators entered search terms that related to diagnosis, prognosis, therapy and etiology and put them into a computer program to identify optimal search strategies. They were tested and validated in MEDLINE and compared against a 'gold standard'. Further studies have tested and validated search filters in several areas relating to research methodology and evidence-based practice. It must be said that search filters are not a guarantee of retrieving quality research or complete recall in a given area of biomedical research. While they retrieve studies related to research methodologies, the onus continues to remain on information retrievalists and the principle investigators to ensure that all evidence has been cumulated and that it be put through an evaluation process to assess its quality, relevance and applicability to the clinical question at hand.
Why use a search filter? Search filters are used to limit topics with a voluminous literature or when searches have high recall beyond what would be reasonable to process by hand. Certain segments of the medical bibliography such as oncology, genetics and cardiology are areas with a voluminous literature. In addition, search filters apply a level of consistency to searching that make it much more systematic and, if applied well, will save researchers a considerable amount of time in cumulating and evaluating the relevant literature for the clinical question at hand.
See Canadian search filter for MEDLINE
Many filters are interface-specific (OVID, Dialog, PubMed), database-specific (MEDLINE, CINAHL, EMBASE, PsychInfo) or focussed on publication types (RCT, systematic reviews, diagnosis, etc.). Filters are designed to be highly-sensitive, precise or as one-line strategies.
RCT filter for OVID (Dickersin K et al, 1996)
- RANDOMIZED CONTROLLED TRIAL.pt.
- CONTROLLED CLINICAL TRIAL.pt.
- RANDOMIZED CONTROLLED TRIALS.sh.
- RANDOM ALLOCATION.sh.
- DOUBLE BLIND METHOD.sh.
- SINGLE-BLIND METHOD.sh.
- ANIMALS.sh. not HUMAN.sh.
- 7 not 8
- CLINICAL TRIAL.pt.
- exp CLINICAL TRIALS
- (clin$ adj25 trial$).ti,ab.
- ((singl$ or doubl$ or trebl$ or tripl$) adj25 (blind$ or mask$)).ti,ab.
- RESEARCH DESIGN.sh.
- 18 not 8
- 19 not 9
- COMPARATIVE STUDY.sh.
- exp EVALUATION STUDIES
- FOLLOW UP STUDIES.sh.
- PROSPECTIVE STUDIES.sh.
- (control$ or prospectiv$ or volunteer$).ti,ab.
- 26 not 8
- 27 not (9 or 20)
- 9 or 20 or 28
See also Cochrane Handbook Search Filters.
To help you understand the filter above, you will need to be aware of various commands in the OvidSP interface. For example, the OVID command for subject headings is the forward slash (placed after the subject heading) - "common cold/". In this case, the MeSH is chosen to retrieve all items indexed with the appropriate subject heading assigned to it by indexers:
- .exp. Explode retrieves all items with the subject heading and all associated narrower MeSH terms assigned
- .ti. Title retrieves items with words contained in the title
- .ab. Abstract retrieves items with words contained in the abstract
- .mp. Keyword retrieves items with words contained in the title, abstract or subject heading
- .pt. Publication type retrieves items of a specified publication type (e.g. Multicenter study)
- $ Truncation replaces any number of characters including zero (e.g. child$ will retrieve items containing child, children, childhood, etc.)
- adj Adjacency operator retrieves items with query terms on either side in the specified order
- N.B. Other systems may use different commands, refer to the 'help' page in the particular system/database in which the search is conducted for further explanations.
When filters or hedges are required
- To limit large search results or when looking for a particular publication type (RCTs, etc) or clinical query (diagnosis, etc).
- To retrieve quality research for advanced or expert searching
- To conduct highly sensitive searches combining MeSH and free text.
- To check that filters are relevant to database, study design, etc.
- To avoid typographical errors highlight each line in turn, copy and paste each line of the search into the database and perform search. Alternatively type each line in manually. (Take care to note any changes in the written numbers of search statements when combining with 'OR'/'AND' e.g. 'or/10-17', which may occur as a result of adding on the search filter to your subject search. To avoid confusion it may be easier to type in the filter first and save it, then start a new subject search and re-run the saved filter at the end).
- Use 'AND' to combine the results of the subject search with the filter. Although filters may be downloaded to disk, at this time they cannot be uploaded from disk into OVID and therefore they have to be typed in manually. For frequent users, type in the filter and save it as a permanent search. The filter can then be re-run as required. If in doubt seek help from a librarian/information professional.
- Search filters are not a guarantee of retrieving the best evidence. An article by (Glanville, 2008) looked at the challenges posed by so many existing search filters and how health librarians can manage them using checklists and appraisal tools. Obviously, search results will need to be appraised for quality and relevance against the research or clinical question. Filters developed in MEDLINE, for example, will not have the same sensitivity/specificity in a database reflecting a different focus. One example is EMBASE because its indexing practices are different from what we see in CINAHL and MEDLINE. Due to the annual updates, MeSH terms must be checked to see if any new terms have been created. Specific types of filters, such as RCT or systematic review filters, do not necessarily retrieve all relevant clinical trials or systematic reviews. Due to the limitations of human indexing, some major or even seminal articles may be missed. Therefore, reference harvesting and hand-searching are also recommended.
- Clinical queries - clinical study category
- Chalmers I, Altman DG, McHaffie H, Owens N, Cooke RWI. Data sharing among data monitoring committees and responsibilities to patients and science. Trials. 2013;14:102.
- Friesen C. Development of a best practices search filter in PubMed. Manitoba Libraries. 2014;1(1)
- Glanville et al. So many filters, so little time: the development of a search filter appraisal checklist. J Med Libr Assoc. 2008;96(4):356-61.
- Haynes RB, Kastner M. Developing optimal search strategies for detecting clinically sound & relevant causation studies in EMBASE. BMC Med Inform Decis Mak. 2005;5:8.
- Institute of Medicine. Clinical Practice Guidelines We Can Trust. 2011.
- InterTASC Information Specialists' Sub-Group. Search filter resource. York, UK: 2008.
- Jenkins, M. Evaluation of methodological search filters—a review. Health Info Libr J. 2004;21(3):148–63.
- Lee E, Dobbins M, Decorby K, McRae L. An optimal search filter for retrieving systematic reviews and meta-analyses. BMC Med Res Methodol. 2012;12(1):51.
- Lefebvre C et al. Searching for studies. Ch 6: Cochrane handbook for systematic reviews of interventions. version 5.0.0. Cochrane Collaboration; 2008.
- McGowan J, Sampson M. Systematic reviews need systematic searchers. J Med Libr Assoc. 2005;93(1):44–80.
- McKibbon KA, Wilczynski NL, Haynes B. Retrieving randomized controlled trials from Medline: a comparison of 38 published search filters. Health Info Libr J. 2009;26(3):187-202.
- Ogden K, et al. A conceptual search filter to identify real-world evidence. ISPOR 19th Annual European Congress. Milan, Italy. November 2015. see Real-world evidence (RWE)
- McMaster's HIRU Project - Evidence-based Health Informatics
- Relevo R, Paynter R. Peer review of search strategies. Methods Research Report. Prepared by the Oregon Evidence-based Practice Center under contract 290-2007-100572. AHRQ Publication 12-EHC068-EF. Rockville, MD: Agency for Healthcare Research and Quality. June 2012.
- Scottish Intercollegiate Guidelines Network. Search filters: economic studies. Edinburgh, UK: The Network; 2006.
- Shojania KG, Bero LA. Taking advantage of the explosion of systematic reviews: an efficient MEDLINE search strategy. Eff Clin Pract. 2001;4(4):157-162.
- Sladek RM, Tieman JJ, Tyndall J, Phillips PA. Searching MEDLINE for Aboriginal and Torres Strait Islander health literature: questionable sensitivity. Health Info Libr J. 2013 Jun;30(2):138-48.
- Wilczynski NL, McKibbon KA, Haynes RB. Search filter precision can be improvedby NOTing out irrelevant content. AMIA Annu Symp Proc. 2011;2011:1506-13. Epub2011 Oct 22.
- Wilczynski NL, Walker CJ, McKibbon KA et al. Reasons for the loss of sensitivity and specificity of methodologic MeSH terms and textwords in MEDLINE. JAMIA. 1995;436-40.
- Wong SS, Wilczynski NL, Haynes RB. Developing optimal search strategies for detecting clinically sound treatment studies in EMBASE. J Med Libr Assoc. 2006;94(1):41-47.
- Zhang L, Ajiferuke I, Sampson M. Optimizing search strategies to identify randomized controlled trials in MEDLINE. BMC Medical Research Method. 2006;6:23.