Practical digital skills

Document a search so it can be revisited

Keep queries, databases, filters, dates and selection decisions in a search log.

Step-by-step guideUpdated
Follow the method ↓
Documents examined on a desk — AI-generated illustration
AI-generated illustration: a fictional document-preparation scene.

The answer in 30 seconds

A link list does not explain how material was found. Keep a log to clarify choices and limitations. PRISMA provides transparency principles for systematic reviews; this simple worksheet alone does not establish PRISMA compliance.

Record question, database, exact query, filters and date. Keep selected references and reasons. Separate initial searches and updates because evolving databases can return different results for the same query.

Examples to adapt

Search repeated a month later

Fictional example: a newly indexed article appears. Keep its new date and reference without rewriting the initial log.

Same title in two versions

Fictional example: a deposit and final publication appear. Link versions rather than automatically counting two studies.

Follow the method

  1. 1
    Define scope

    Write the question, document types, languages and period sought. Explain chosen limits. General introductions and exhaustive reviews require different coverage and control.

  2. 2
    Record each search

    Copy the executed query with operators and filters, database name and date. Keep tool-specific versions; syntax can mean different things across databases.

  3. 3
    Keep selection decisions

    Identify references by title, authors and identifier when available. Record inclusion, exclusion or pending reading with a concrete reason. Separate duplicates, unavailable text and out-of-scope material.

  4. 4
    Prepare updates

    Add a new line for each rerun instead of overwriting the initial search. Compare new references and status changes. Describe unsearched databases and restricted access to make coverage understandable.

A checklist to keep

Use these checks to record your observations. They are a reading aid, not an automatic assessment.

Document a search so it can be revisited: checklist
CheckWhat to examineAction
ScopeQuestion and criteriaWrite limitations
SearchDatabase, query, filters, dateKeep one row per execution
SelectionReference and reasonDocument decisions
UpdateNew material and changesKeep chronology

Download the CSV checklist

Free, no sign-up. UTF-8 text with semicolon-separated columns.

What to check

Documented searches are not necessarily exhaustive.

Search dates differ from publication dates.

Exclusion reasons should be factual and scope-related.

Common questions

Must every file be retained?

Keep useful references and evidence within access rights; the log does not require republication.

Will result counts stay identical?

No. Databases and indexes change; dates and parameters help explain differences.

Does this worksheet satisfy PRISMA?

No. Consult the statement and guidance appropriate to the review type.

Sources and documentation

Documentation consulted on . Examples are illustrative; interfaces and results may change.

Reference record for this resource

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