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Research Techniques

This guide provides various research techniques to help you improve your skills and refine your search results.

How to Search PubMed

The instructions on this page will guide you to search PubMed and discover its features to conduct the most comprehensive research. Before running your search in PubMed, make sure you are familiar with the searching techniques (boolean operators, truncations, etc..).

Start by

  • Defining the key concepts in your topic.
  • Searching for each concept separately.
  • Combining the search results of each concept using Boolean operators.
  • Refining the search results using Limits (date, region, type of publications, etc.).

Basic Search

On the homepage, type your keywords (concepts) in the main search bar, and combine them with Boolean Operators (BO) as needed. If you type the keywords without BO, the search will combine them with AND by default. 

Example topic: Is Vitamin C effective in preventing respiratory tract infections?

Concept 1: Vitamin C             Concept 2: respiratory tract infections

PubMed uses "Automatic Term Mapping" (ATM) for the terms entered in the search box, which means the terms are automatically mapped to their respective Medical Subject Headings (MeSH) terms. To view the mapping, click on Advanced > Details arrow > History and Search Details box

Phrase searching and truncation turn off Automatic Term Mapping. The terms are instead searched only as keywords. 


Advanced Search Builder

On the homepage, click on "Advanced" under the search bar to access the search builder .

  • Type the 1st concept and click on ADD to add it to the search builder box below .
  • Type the second concept and choose to add it while combine it with AND, OR, or NOT by clicking on the arrow next to AND. (AND is selected by default) .
  • Combine your individual searches together by or add additional terms to an existing search, by using the pound sign (#) before the search number in the query box, with the proper Boolean Operator in between . For example:

#1 AND #2 


Search by Field

You may search by author, title, publication date (or date range). You can either:

  • select a field from the "All Fields"
  • or type in your keywords followed by the field code, a two-letter abbreviation in square brackets, for example: asthma[ti] which will limit the search for asthma in the title.

You can check all field codes on NCBI explanation of Field Descriptions and Tags 

MeSH - Medical Subject Headings

MeSH is a controlled vocabulary of standardized terms that describe the main content of articles. Terms are chosen to cover both the central aspects of an article (major headings) and other significant information discussed (minor headings).

MeSH is used to identify relevant search terms to your concepts, to apply subheadings and focus the search. I can also help limit or expand retrieval. MeSH can also be used to search by a subject and to build a search strategy in the advanced search builder. MeSH terms help account for variations in language, acronyms, and British vs. American English.

Terms are arranged hierarchically by subject categories with more specific terms arranged beneath broader terms. MeSH terms in PubMed automatically include the narrower MeSH terms in a search. This is called "explode."

Search MeSH database:
  • On the homepage, click on MeSH Database under the search bar .
  • Type the keyword and search .
  • Click on the appropriate heading, it will open a new page that includes the subheadings and the MeSH Tree .
    • If you would like to choose all subheadings, leave them all unchecked and click on "Add to search builder" then search for another MeSH term . 
    • Or select one or more subheadings to limit the search results. 
    • You can choose not to include any subheading in the search by selecting "Restrict to MeSH Major Topic"
  • When done adding Mesh terms to search builder, click on Search PubMed.

For comprehensive research, it is recommended to combine MeSH terms and keywords in the search (syntax).

Export References to Citation Management Tools

Export from PubMed
Specific references

On the results' page, select the references you want to export, click on Send to, then select Citation Manager, then click on Create file .

All the references
  • Keep all references unselected
  • Click on Send to
  • Select Citation Manager
  • Choose an option from the drop down menu
  • Click on Create file, you will receive a confirmation message on the screen

 

Import to RefWorks
  • Log in to your RefWorks account
  • Click on +Add
  • Select "Import References"
  • Choose the file downloaded from PubMed

For assistance in using RefWorks, please refer to the RefWorks guide by HBKU Library.

 

Import to other citation management softwares

Whether you are using EndNote, Mendeley, Zotero and other citation management softwares, the steps are similar: adding references by uploading the RIS file you have downloaded from PubMed.

Mendeley: click on "Add new" then select "Files from Computer"

Zotero: Click on File in the Menu, select Import and choose RIS file and follow instructions on the screen .

The Single Citation Matcher in PubMed allows you to search for a particular citation, especially when you have only a little information about the article. It is accessible from the homepage .

Example: If you are looking for an article in the International journal of cancer about lymphoma but you don't remember the title nor the author, but you know it was published in 2020.

Enter the information you have in their respective fields and search.

Refine Search Results

NCBI provide several filters to refine the search results with, starting by the date of publication, article type, and additional filters like age, sex, language and more .

You may consider refining your results by amending the search as needed:

For more results, broaden the search by:

  • "Exploding" your terms  or including more subheadings
  • Adding keywords and combining synonyms with OR (synonyms=search terms for the same concept)
  • Using broader terms
  • Using truncation or proximity search
  • Expanding date range to cover more years
  • Expanding the population (covering all genders, ethnicities, age groups, etc.)

 

For less results when you get too many, narrow down your search by:

  • Restricting your MeSH terms to Major Topic (opposite to "exploding") or specifying a few subheadings
  • Removing keywords
  • Narrowing down the date range and location (one country instead of a continent, a state/city instead of a country. etc.)
  • Limiting the population to a smaller age group, specify the gender, etc.
  • Using phrase search
  • Removing truncation if used
  • Searching by specific field(s).

Clinical Queries "uses predefined filters to help you quickly refine PubMed searches on clinical or disease-specific topics" (PubMed/Clinical Queries).

Access Clinical Queries from the homepage  and enter your search terms. The built-in research methodology search filters are intended for clinicians.

Choose one of the five study categories or filters listed: etiology, diagnosis, therapy, prognosis, and clinical prediction guides.

Two filters are available: broad, sensitive search (includes relevant articles but probably some less relevant) and narrow, specific search (more precise articles, with less retrieval) .

At the end of the results in the clinical queries page, you can be check more results and refine them on PubMed results page using the filters.

For more information:

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