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Systematic and Scoping Review Workshop Series: Workshop content and more

Are you planning to publish a systematic review? Considering incorporating a scoping review in your thesis? This workshop series will provide foundational knowledge to help prepare and plan for the methodologies used in these knowledge synthesis projects

Systematic and scoping reviews workshop. Background is filled with open books.

Systematic and Scoping Review Workshops

Image of part of a laptop, next to a page with tables and graphs, and a hand holding a pen and notebook

Workshop 1: Systematic and Scoping Review Methods

Presented by: Caitlin Carter, Liaison Librarian, School of Pharmacy
Co-instructor: Andrea Milne, Liaison Librarian, Biomedical and Systems Design Engineering

Workshop 2: Systematic Searching in PubMed

Presented by: Jackie Stapleton, Liaison Librarian, School of Public Health and Kinesiology
Co-instructor: Andrea Milne, Liaison Librarian, Biomedical and Systems Design Engineering

Workshop 3: Systematic Screening using Covidence and Zotero

Presented by: Brie McConnell, Liaison Librarian, Biology and School of Optometry
Co-instructor: Caitlin Carter, Liaison Librarian, School of Pharmacy

Please note: You do not need to take all three workshops. You do not need to take the workshops in any specific order, they are designed to operate independent of one another.

Workshop Registration

Workshop Dates:Image of a calendar with a pair of glasses resting on top.

Workshop 1: Wednesday, October 18, 2023
Where: Davis Centre Library,  DC 1568
Time: 10:00 am to 12:00 pm

RegistrationRegistration is now open ; participation is capped at 25 learners.

Workshop 2: Thursday, November 2, 2023
Where: Davis Centre Library, DC 1568
Time: 10:00 am to 12:00 pm

Registration: Registration is now open ; participation is capped at 25 learners.

Workshop 3: Thursday, November 16, 2023
Where: Davis Centre LibraryDC 1568
Time: 10:00 am to 12:00 pm

Registration: Registration is now open ; participation is capped at 25 learners.


Know before you go:

  1. You must register for a space before you attend one of the workshops.
  2. Please bring your laptop so you can participate fully in the workshop.
  3. All slides and handouts are available on this website for you to download and review.

Systematic and Scoping Review Methods

Would you like to learn more about the differences between scoping and systematic reviews, as well as the steps involved with conducting each of these review types?Image of an open laptop, showing various tables and graphs on the screen

By the end of this workshop, participants will be able to:

  • Explain the differences between a systematic review and scoping review
  • Practice developing a clear research question for a review
  • Describe the importance of developing a protocol and identify its main components
  • Develop eligibility criteria for a review
  • Choose a review method that best suits the review goal and timeline

Workshop Materials

Activities and Handouts:

Workshop slides--coming soon.

Systematic Searching in PubMed

Want to learn how to search the health literature for a systematic or scoping review?  This workshop outlines the expectations of a “systematic” search and provides hands-on experience in building a rigorous and reproducible search strategy in PubMed.

Image of the logo for PubMed. Text is in blue, with the image of a book in the middle, between the b and the M.

By the end of this workshop, participants will:

  • Understand the characteristics of a “systematic” search.
  • Learn strategies to build, organize and construct a comprehensive search strategy
  • Become knowledgeable in advanced PubMed search techniques including truncation, field codes, Medical Subject Headings (MeSH) and more.

Workshop Materials: Forthcoming

Systematic Screening using Covidence and Zotero

Image of the text 'Zotero' in the software's logo, with a red Z and black for the remaining letters.Logo for the software Covidence. Blue background with white writing.This workshop will focus on using technical tools, Covidence, to streamline the review process, as well as a reference manager, Zotero, to work with the search results from your structured review to generate in-cite citations and an automated bibliography. 

NOTE: Participants will need to register and download the appropriate software prior to class; Covidence (systematic review software), and Zotero (reference manager). Remember to always register using your Uwaterloo email so that you can access the institutional licenses. 

By the end of this workshop, participants will:

  • Learn how to import and export bibliographic references from Covidence and Zotero
  • Understand how to use Covidence and Zotero for teams and groups.
  • Understand how to screen articles with Covidence using custom inclusion and exclusion criteria. 
  • Learn how to build a basic data extraction template in Covidence for included studies.
  • Learn how to work with in-text citations in Microsoft Word, using Zotero
  • Learn how to generate an automated bibliography using Zotero.

Workshop Materials

Research Guides for Reference:

Workshop slides--coming soon.

Systematic Review Resources at the University of Waterloo