Skip to Main Content

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.

Workshops are concluded for Fall 2024.  Check back in Winter 2025 for future sessions. 

Note, teaching materials and handouts are available on this guide.  

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

Workshop 2: Systematic Search Methods

Presented by: Jackie Stapleton, Liaison Librarian, School of Public Health and Kinesiology

Workshop 3: Systematic Screening using Covidence and Zotero

Presented by: Brie McConnell, Liaison Librarian, Biology and School of Optometry 

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.

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

These workshop materials are free to download for all, whether you attend the workshop live, or review the materials on your own, at your own pace. However, please respect the hard work and time committed by the University of Waterloo librarians to create these materials. If you wish to reuse any of the files below: 1) you must give appropriate credit to the authors; 2) you may not use it for commercial purposes; and 3) if you modify it in anyway, you may not distribute it. This work is licensed under CC BY-NC-ND 4.0 

Activities and Handouts:

Systematic Search Methods

Systematic and scoping reviews require a rigorous and reproducible search methodology.  This workshop, a combination of ppt presentation and interactive activities, outlines the expectations of a systematic search and provides practical experience in developing a search methodology which meets systematic standards.  

fingers typing on keyboard

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 in academic databases
  • Learn a systematic approach to identify grey literature
  • Understand the search documentation process and reporting standards

Workshop Materials:

These workshop materials are free to download for all, whether you attend the workshop live, or review the materials on your own, at your own pace. However, please respect the hard work and time committed by the University of Waterloo librarians to create these materials. If you wish to reuse any of the files below: 1) you must give appropriate credit to the authors; 2) you may not use it for commercial purposes; and 3) if you modify it in anyway, you may not distribute it. This work is licensed under CC BY-NC-ND 4.0 

Activities and Handouts:

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

Workshop 3 Libguide

There are no slides for this workshop - we will instead be utilizing the Libguide to work through a practice review in Covidence and Zotero. If you are attending the workshop and would like to work along with the examples utilized by the librarian, please visit the Libguide for Workshop 3 where you can register for Covidence and Zotero, and download the practice files. 

Research Guides for Reference:

Systematic Review Resources at the University of Waterloo