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The Gerontologist

cite as: Gerontologist, 2019, Vol. 59, No. 2, 197–201


doi:10.1093/geront/gny123
Advance Access publication January 30, 2019

Editorial

Methodological Guidance for a Quality Review Article


Patricia C.  Heyn, PhD, FGSA, FACRM,1,* Suzanne  Meeks, PhD, FGSA,2 and

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Rachel Pruchno, PhD, FGSA3
1
Department of Physical Medicine and Rehabilitation, School of Medicine, University of Colorado, Anschutz Medical
Campus, Denver. 2Department of Psychological and Brain Sciences, University of Louisville, Kentucky. 3New Jersey Institute
for Successful Aging, Rowan University School of Osteopathic Medicine, Stratford.

*Address correspondence to: Patricia C. Heyn, PhD, FGSA, FACRM, Department of Physical Medicine and Rehabilitation, School of Medicine,
University of Colorado, Anschutz Medical Campus, 16031 W. 79th Place, Arvada, CO 80007. E-mail: Patricia.Heyn@ucdenver.edu

Readers of The Gerontologist are familiar with popula- scientific publications in the last decades (Rapple, 2011).
tion changes and projections that have spurred a surge in Most of the review articles that use synthesis methods
gerontological research across disciplines. This prolifera- (e.g., scoping review, systematic review, and meta-analy-
tion of research increases the importance of high-quality sis) have the goal to provide state-of-the-art knowledge
review and synthesis for moving research forward and on a topic by summarizing data from primary published
informing policy and practice. We have therefore witnessed studies and attempting to aggregate and reconcile the sci-
an increased number of systematic review publications in entific results from the individual studies. The synthesis
the field of gerontology (Shenkin, Harrison, Wilkinson, procedures should be unbiased, clearly organized, and
Dodds, & Ioannidis, 2017). In 2015, The Gerontologist reproducible (Ketcham & Crawford, 2007). Although sci-
began accepting review articles and as of August 2018, The entists are usually recognized for their contribution in pri-
Gerontologist has received more than 250 review submis- mary research, a timely and properly conducted literature
sions. We are anticipating that this figure will double by review can lead to best practices and improve the quality
the end of 2019. In response to the high number of review of future research (Hampton & Parker, 2011). However,
submissions and the need for rigorous evaluation, Patricia for a review article to be valuable, it needs to be designed
C. Heyn, PhD, FGSA, joined The Gerontologist’s editorial and assembled in a rigorous, reproducible, and system-
leadership team in 2017 as the Associate Editor for review atic fashion (Higgins, 2008; Mulrow, 1987) as originally
articles. Dr. Heyn, an expert in the synthesis and system- noted and developed by the Cochrane Collaboration
atic review methodologies, has led efforts to redesign The (1972), an international network of health care profes-
Gerontologist “Review Articles” section by formulating a sionals. The popularity of published peer-reviewed articles
clear set of guidelines and instructions for authors interested can lead to confusion about best practice for synthesizing
in submitting review articles to the journal. The goal of the the evidence that will lead to appropriate rigor and trans-
section is to produce and disseminate the best evidence parency (CEBM, 2001). A  well-designed and organized
available in the field of gerontology. The purpose of this edi- review report should include five important and distinct
torial is to provide to The Gerontologist readers resources phases, as described in Figure 1.
and guidance to prepare a high-quality review report that
requires a thorough and updated search of the literature.
Synthesis-Based Review Versus Narrative Review
A systematic literature review that is based on synthe-
Systematic Literature Reporting Relies on sis methodology includes a protocol and results from
Synthesis and Appraisal Methods all available studies related to the topic of interest, and
Contemporary utilization of systematic synthesis meth- provides a thorough analysis of the results, strengths, and
odology is driven by the rapidly increasing number of weaknesses of the collated studies. It addresses a focused,

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198 The Gerontologist, 2019, Vol. 59, No. 2

clearly formulated question and uses systematic and The Art of Combining Studies
explicit methods. Narrative Reviews are often just called The main objectives for undertaking a synthesis review
Reviews or Literature Review and they are usually opin- study are to minimize bias and maximize data interpret-
ion review based on selective evidence from the literature. ation by combining and collating similar data from all
Narrative review is based on informal process in which the relevant and available evidence. Therefore, to avoid
studies are selected and examined in an undefined man- misleading or erroneous premises, a number of key meth-
ner. They do not qualify as adequate evidence to answer odological conditions need to be satisfied. Since the imple-
clinical questions (Davidson & Iles, 2013). Rather than mentation of the QUOROM (Quality Of Reporting Of
answering a specific clinical question, they provide a Meta-analysis) statement, a reporting guideline published
broad and shallow overview of the research landscape of in 1999, there have been several conceptual, methodo-
a given topic and so may be useful for background infor- logical, and practical advances regarding the conduct and

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mation. Narrative reviews usually lack systematic search reporting of reviews, and these are shown in Table  1. Of
protocols or explicit criteria for selecting and appraising these, the Preferred Reporting Items for Systematic Reviews
evidence and are therefore very prone to bias (Davidson and Meta-Analyses (PRISMA) statement provides excel-
& Iles, 2013). Synthesis-based reviews, but not narra- lent direction for authors developing research reviews.
tive reviews, will be considered for publication in The The PRISMA statement (Liberati et  al., 2009) consists
Gerontologist. of a 27-item checklist and a flow diagram: http://prisma-
statement.org/PRISMAStatement/Checklist. PRISMA was
•Establish a review study team and formulate the question
•Develop a priori protocol, database search and inclusion criteria designed to assure transparent reporting on a review and
Phase 1:
Protocol •Register protocol in PROSPERO (https://www.crd.york.ac.uk/prospero/) provides a methodological framework to help prospective
•Concepts, key word, and citation databases are defined
authors of review studies to complete a high-level review to
Phase 2:
•Search strategy process start with the assistance of librarian adequately represent their specialties.
•Download and managed citations with a bibliographic software
Search

•Apply inclusion and exclusion criteria


•Cite reasons for exclusion and record exclusion in the database Scientific Reporting Relies on Transparency
Phase 3:
Inclusion
•Obtain full reports and reapply inclusion and exclusion criteria and Rigor
•Review each study for synthesis In addition to the methodologies shown in Table 1, many
Phase 4: •Extract the data (variables are pre-identified in the database)
•Critical appraisal: quality and bias assessment
journals have developed standards for scientific report-
Data
ing that emphasize transparency and rigor. Such stand-
•Evidence synthesis: data abstraction, analysis, and summaries ards have been endorsed by international groups such as
•Interpretation of findings (strengths and limitations)
Phase 5:
Report
•Recommendations and full report preparation the International Committee of Medical Journal Editors
•Publication
(ICMJE) and the Committee on Publication Ethics (COPE).
The ICMJE has published general standards for crafting sci-
Figure 1.  Evidence-based practice guided by transparency and rigor. entific articles, the “Uniform Requirements for Manuscripts

Table 1.  Review Article Reporting Standards

Source Description Website

EQUATOR Network The EQUATOR Network for Enhancing the Quality and www.equator-network.org
Transparency of Health Research gathers guidelines for reporting of
different types of trials and research studies. Includes CONSORT,
STROBE, PRISMA, MOOSE, RAMESES, and more.
PRISMA Statement PRISMA is an evidence-based minimum set of items for reporting in www.prisma-statement.org
systematic reviews and meta-analyses.
Cochrane Standards for Conduct The MECIR project aims to specify methodological expectations for training.cochrane.org/
and Reporting of New Reviews Cochrane Protocols, Reviews, and updates of reviews on the effects of resource/cochrane-standards-
interventions, and to ensure that these methodological expectations conduct-and-reporting-new-
are supported and implemented across The Cochrane Collaboration. reviews-interventions
IOM Standards for Systematic The IOM standards, promote objective, transparent, and scientifically www.nationalacademies.org/
Reviews valid systematic reviews. They address the entire systematic review pro- hmd/Reports/2011/Finding-
cess, from locating, screening, and selecting studies for the review, to syn- What-Works-in-Health-Care-
thesizing the findings (including meta-analysis) and assessing the overall Standards-for-Systematic-
quality of the body of evidence, to producing the final review report. Reviews/Standards.aspx

Note: EQUATOR = Enhancing the Quality and Transparency Of health Research; CONSORT = Consolidated Standards of Reporting Trials; STROBE = Strengthening
the Reporting of Observational Studies in Epidemiology; PRISMA = Preferred Reporting Items for Systematic Reviews and Meta-Analyses; MECIR = Methodological
Expectations of Cochrane Intervention Reviews; IOM = Institutes of Medicine
The Gerontologist, 2019, Vol. 59, No. 2 199

Submitted to Biomedical Journals: Writing and Editing for research. Most importantly, they are used to produce state-
Biomedical Publication” (ICMJE, 2009). These guidelines ments to guide decision making.
include suggestions for manuscript preparation and guide- Many published reviews are founded upon a select-
lines for ethical matters related to publishing, and these ive sample of elementary research and/or rely on expert
standards apply to review papers as much as to primary opinion lacking the desirable unbiased and systematic
research papers. method approach. Thus, they are more akin to narrative
reviews (Bhandari, Morrow, Kulkarni, & Tornetta, 2001;
McKibbon, 1998; Sacks, Reitman, Pagano, & Kupelnick,
Review Typology 1996). The inclusion of poor-quality studies without sub-
Many synthesis methods, variants of the classical system- stantial appraisal can also mislead the scientific field
atic review method, have emerged in the recent years. (ICMJE, 2009). The overall interpretation of findings

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Table 2 shows the most common methods currently in use, should be considered with respect to the strength of the best
those most likely to be acceptable for The Gerontologist. available evidence to date, the methodological quality and
Determining the unique contribution of each of these syn- appraisal of the studies, consistency across studies, applic-
thesis methods and selecting the most suitable method can ability to practice, implementation, and generalizability.
be challenging. The various synthesis types and methodolo-
gies rely on different aspects of the available literature such
as the current state of the knowledge on a specific topic, Publishing Your Review Article in The
how narrow or broad the synthesis will be, as well as the Gerontologist
quality of the current evidence. For detailed information Prior to deciding what type of review method to conduct,
about the different types of review methodology, Grant and authors should be knowledgeable about the different review
Booth (2009) provide a comprehensive summary of the typologies and synthesis methods to adequately address
most common types of review methods. Here we summar- the breadth and depth of the research that will be under-
ize the features of the two most popular types. taken. Despite the type of synthesis methodology that the
Systematic reviews (SRs) and meta-analyses (MAs) have review article is presenting, The Gerontologist welcomes
become more and more popular (Moher, Cook, Eastwood, review articles that use synthesis methods (such as scop-
Olkin, Rennie, & Stroup, 1999), and can offer the highest ing/systematic review, meta-analysis) that are guided by the
grade of evidence (Figure 2) for driving the decision-making best scientific reporting standards according to the IOM,
process for consumers, clinicians, funders, payers, research- PRISMA, and Cochrane. Therefore, authors are expected
ers, and policy-makers. Both SRs and MAs have well-estab- to clearly define the review typology (i.e., meta-analysis or
lished standardized methods for the conduct and reporting, scoping review or systematic review) and the rationale for
codified in the Institute of Medicine (IOM) standards and the selected methodology in the article. The PRISMA flow
PRISMA reporting guidelines. SRs are the most common chart and checklist should be included with the submission.
review approach. They have the goal to appraise, synthe- In addition, literature appraisal and evidence quality
size, and summarize current knowledge, and to reconcile evaluation methods are likewise important (Higgins, 2008;
conflicting scientific results from individual primary studies. Ottenbacher, Heyn, & Abreu, 2017). Given the significance
They use comprehensive, objective, explicit, and transpar- of transparency in reporting review articles, authors should
ent methods, allowing the reader to follow how conclusions report the study protocol and synthesis results by using sup-
were reached, duplicate the study, and to generalize the find- plementary tables such as the “Studies Characteristics” table
ings (Ketcham & Crawford, 2007). SRs may indicate that (i.e., publication year, study design type, sample size, age,
further primary research is needed in areas where no evi- and diagnosis), and any other pertinent information about
dence exists or that current evidence is inconclusive. They are the review protocol such as the search terms, search dates,
essential knowledge translation tools for researchers, prac- and the databases that were used to obtain the included
titioners, and policy-makers who are especially struggling studies and list the exclusion reasons. The search date
to keep up with the accumulating, ever-increasing, body of should be up-to-date when submitting the review article to
evidence (Hampton & Parker, 2011). A  well-designed SR the journal. Authors should consider including a librarian,
may or may not include an MA that includes statistical pro- as a function of the expert review team, to comprehensively
cedures and data (i.e., effect sizes) to reflect a best estimate design, execute, and update the search, compile the cita-
of the accumulated evidence. The MA method requires the tions, create a search strategy appendix, and compose the
studies to have the same outcome measure (Ottenbacher, appropriate components of the methods section.
Heyn, & Abreu, 2017). Reviews based on synthesis method- Because of the limited page budget  allotted for print
ology, such as SRs and MAs, may be undertaken to confirm publications and the tendency for review articles to be
whether current practice is based on evidence (or not) and lengthy, The Gerontologist publish review articles online
to address any uncertainty or variation in practice that may only (i.e., the article title would appear in the Table of
be occurring. They are also helpful in identifying where evi- Contents for print issues of the journal, but the article itself
dence is scarce or misleading and can help categorize future would appear online only). Review articles will go through
200 The Gerontologist, 2019, Vol. 59, No. 2

Table 2.  Common Variation in Evidence Synthesis Methodology: Review Article Type

Review type Search method Type of synthesis

Meta-analysis
It adheres to the best guidelines and • Comprehensive and unbiased search strategy. • Statistically combines the data
seeks to systematically search for, • Follow PRISMA Statement and procedures. (i.e., outcomes, effect sizes) of
appraise, and synthesize the literature • It is usually based on a priori protocol. the included studies.
in an unbiased fashion. It includes • It includes comprehensive literature appraisal results, • It uses data visualization to
and is characterized by unique evidence quality level, and summaries in tabular data. communicate clearly and
statistical techniques that combine • It includes statistical analysis like effect size estimations. efficiently. Display graphical and
the results of the included studies to • Includes the PRISMA flow chart and checklist. tabular data with summaries and

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characterize the current literature • Includes literature quality appraisal. narrative.
and make recommendations. • It generates strong recommendations for the field.

Systematic review
It is similar to a meta-analysis • Comprehensive and unbiased search strategy. • Synthesis is well-planned and
review, but it does not use statistical • Follow PRISMA Statement and procedures. organized based on graphical
procedures to combine the results • Based on a priori protocol. and tabular data visualization
of the included studies. It adheres • Should include comprehensive literature appraisal, with summaries and narrative.
to the best guidelines and seeks to quality, and future recommendations.
systematically search for, appraise, • Data synthesis is presented in a table (tabular data).
and synthesize the literature.

Scoping review
It is considered a preliminary • Although the search strategy is flexible, the scoping • Synthesis methods are organized,
assessment of the size and scope of review should be comprehensive and unbiased. and they might include
the literature. A form of knowledge • The review is determined by time/scope constraints. summaries and narrative.
synthesis that addresses an • It does not require a priori protocol. • Tables, graphics, and related
exploratory research question aimed •  It identifies areas of weaknesses and strengths in the topic. data visualization are included as
at mapping key concepts, types • Literature appraisal is not required, but recommended. appropriate.
of evidence, and gaps in research • Recommendations for practice or future research are
related to a defined area or field by usually inconclusive and subtle since the aim of this
systematically searching, selecting, method is to scope the current literature.
and synthesizing existing knowledge. • The synthesis should be presented in a table (tabular data).

Rapid review
Evaluates what is already known • Comprehensive search strategy guided by PRISMA • Based on a narrative and tabular
about a policy or practice issue by Statement. synthesis.
applying systematic review methods. • The search strategy is flexible, but it should be unbiased • It might include some sort of
and comprehensive. data visualization techniques
• Literature appraisal is not required but recommended. (i.e., table, graphics).
• It identifies areas of weakness and strengths in the topic.
• Recommendations for future practice and/or research are
included.

Mapping review
Map out and categorize existing • The search strategy is determined by time/scope • Based on a narrative and tabular
literature from which to commission constraints. format to depict a summary of
further reviews and/or primary • No formal literature appraisal. literature characteristics.
research by identifying gaps in the • Recommendations for future practice and/or research are • May include some sort of data
research literature. included. visualization techniques (i.e.,
table, graphics).

Umbrella/Overview review
Compile the evidence from multiple • Similar to the systematic review approach but does • Graphical and tabular data visu-
reviews into one review report. not include primary studies only systematic reviews/ alization with summaries and
meta-analysis. narrative.
• It is based on a priori protocol and includes PRISMA flow
chart and appraisal of the included review studies (i.e.,
AMSTAR, ROBIS).

Note: PRISMA = Preferred Reporting Items for Systematic Reviews and Meta-Analyses


The Gerontologist, 2019, Vol. 59, No. 2 201

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Grant, M. J., & Booth, A. (2009). A typology of reviews: An
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Hampton, S. E., & Parker, J. N. (2011). Collaboration and productiv-
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Higgins, J. P. T., & S. Green, (eds). (2008). Cochrane handbook for
systematic reviews of interventions. Chichester, UK: John Wiley.
ICMJE. (2009). International Committee of Medical Journal

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Editors: Uniform Requirements for Manuscripts Submitted
to Biomedical Journals: Writing and Editing for Biomedical
Publication. Retrieved from http://www.icmje.org. Accessed
June 01, 2018.
Ketcham C. M., & Crawford J. M. (2007). The impact of review
Figure 2.  Levels of evidence. The figure represents the hierarchy of evi- articles. Laboratory Investigation, 87, 1174–1185. doi:10.1038/
dence provided by the National Health and Medical Research Council labinvest.3700688 [PubMed]
(NHMRC, 2009). Liberati, A., Altman, D. G., Tetzlaff, J., Mulrow, C., Gøtzsche, P. C.,
Ioannidis, J. P.,…Moher, D. (2009). The PRISMA statement for
reporting systematic reviews and meta-analyses of studies that
the same peer review and editing processes that any other evaluate health care interventions: Explanation and elaboration.
published articles in The Gerontologist undergo. Articles Annals of Internal Medicine, 151, W65–W94.
will receive a DOI, be searchable, and will be available McKibbon, K. A. (1998). Evidence-based practice. Bulletin of the
electronically. Review article submissions are allowed up to Medical Library Association, 86, 396–401.
8,000 words in length. Moher, D., Cook, D. J., Eastwood, S., Olkin, I., Rennie, D., & Stroup,
In closing, The Gerontologist publishes research and D. F. (1999). Improving the quality of reports of meta-analyses of
analysis on applied social issues with the aim to inform randomised controlled trials: The QUOROM statement. Quality
the broader community of disciplines and professions in of Reporting of Meta-analyses. Lancet, 354, 1896–1900.
understanding the aging process and providing care to older Mulrow, C. D. (1987). The medical review article: State of the sci-
adults. The inauguration and expansion of the “Review ence. Annals of Internal Medicine, 106, 485–488.
Article” section have contributed greatly to the field, having NHMRC (2009). NHMRC Levels of Evidence and Grades
resulted in the publication of numerous original review arti- for Recommendations for Developers of Clinical Practice
Guidelines. Canberra: National Health and Medical Research
cles since 2015. We have no doubts that our review articles
Council. Retrieved July 05, 2018, from https://www.nhmrc.gov.
will influence positively the future of gerontological research
au/_files_nhmrc/file/guidelines/developers/nhmrc_levels_grades_
and practice and that the gerontological community will
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continue to help us in building the best evidence in the field.
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