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current methodological

concepts
articles
Searching the health care literature
efficiently: From clinical decision-
making to continuing education
Kaveh G. Shojania, MDa
Russell N. Olmsted, MPH, CICb
San Francisco, California, and Ann Arbor, Michigan

Searching the health care literature is an activity in which infection control professionals must routinely engage to seek evi-
dence-based answers to specific practice questions and to stay abreast of developments in the field. Without the appropriate
tools, the tremendous volume of clinical literature makes both of these daunting tasks. In this article, we illustrate techniques
for searching MEDLINE efficiently, both as a means of answering particular clinical questions and for generating periodic
updates on topics of general interest. With use of a specific example relevant to infection control, we demonstrate the identi-
fication of appropriate Medical Subject Headings terms that capture a given question or topic and the development of effec-
tive searches with use of these terms. We also touch on the advantages of targeting systematic reviews and meta-analyses in
searching for evidence and staying abreast of the literature in general. (Am J Infect Control 2002;30:187-95.)

Infection control professionals (ICPs) confront • Critically appraise identified studies


numerous practice-related questions on a daily • Change practices when warranted by the balance
basis. Such questions range from the optimal inser- of evidence
tion and maintenance of vascular access devices1-3 Searching the health care literature is thus an activi-
to the transmission of waterborne and airborne dis- ty in which all ICPs should routinely engage to seek
eases in health care facilities.4-6 Consequently, ICPs evidence-based answers to specific practice ques-
require the skills to locate and appraise studies of tions and to stay abreast of developments in the
practices that improve the safety and quality of field.
patient care. One recent source7 formulated such
“evidence-based practice” in terms of the following Unfortunately, the explosion of clinical research in
steps: recent years has transformed both of these tasks
into daunting activities. The MEDLINE database
• Identify areas of uncertainty alone contains more than 11 million citations from
• Translate uncertainty into focused questions 1966 to present.8 A number of valuable resources
• Search the literature for studies that address provide frequently updated summaries of the cur-
these questions rent state of evidence on a wide range of important
clinical topics9-11 or highlight recent well-designed
From the Department of Medicine, University of California San studies relevant to clinical practice (eg, the American
Francisco,a and Infection Control Services, St. Joseph Mercy Hospital,
Ann Arbor, Michigan.b College of Physicians’ ACP Journal Club). For those
This review was supported in part by the Research Foundation for
working in specialized areas such as infection con-
Prevention of Complications Associated with Health Care, an affiliate of the trol, however, there remains the need to search and
Association for Professionals in Infection Control and Epidemiology, Inc. appraise the literature on one’s own.
Reprint requests: Kaveh G. Shojania, MD, Department of Medicine, Box
0120 UCSF, San Francisco, CA 94143-0120. In this article, we illustrate techniques for searching
Copyright © 2002 by the Association for Professionals in Infection MEDLINE efficiently, both as a means of answering
Control and Epidemiology, Inc. particular clinical questions and for generating peri-
0196-6553/2002/$35.00 + 0 17/52/120801 odic updates on topics of general interest. With use
doi:10.1067/mic.2002.120801 of a specific example relevant to ICPs, we demon-

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188 Vol. 30 No. 3 Shojania and Olmsted

Fig 1. The main search page for the National Library of Medicine’s PubMed, which is free and available via
the Internet at http://www.ncbi.nlm.nih.gov/entrez/query.fcgi. As described in the text, the key task of finding
the optimal search terms for a given clinical topic can be accomplished by clicking on “MeSH Browser” (high-
lighted in Figure) in the left-hand column. Other useful functions available from this page include “Clinical
Queries,” which allows users to find articles relating to diagnosis, therapy, prognosis, and etiology with use of
powerful built-in search templates and the “Cubby” function.The “Cubby” feature provides a storage mecha-
nism for search strings created by the user, although searches combining more than 1 string cannot be stored
(nor can any string longer than 64 characters). Although not shown in the Figure, this Web page also includes
links to ClinicalTrials.gov, which provides current information about ongoing clinical research studies (search-
able by disease or granting agency) and clinical alerts.These alerts expedite the release of findings from Na-
tional Institutes of Health-funded clinical trials when such release could significantly affect patient care.

strate the identification of appropriate Medical assess the cost-effectiveness of this strategy and the
Subject Headings (MeSH) terms that capture a given risk of promoting the emergence of resistant micro-
question or topic and the development of effective organisms. To respond to this request, you decide to
searches with use of these terms. We also touch on conduct a literature search.
the advantages of targeting systematic reviews and
meta-analyses in searching for evidence and staying
abreast of the literature in general.
THE BASICS OF MEDLINE AND
PUBMED
MEDLINE is an on-line bibliographic database main-
AN EXAMPLE SCENARIO tained by the US National Library of Medicine.8 It
The director of cardiac surgery at your facility has indexes more than 4000 biomedical journals and con-
reviewed a recent publication on the use of tains more than 11 million articles published from
mupirocin for preventing surgical site infections.12 1966 to the present. Many other useful bibliographic
After discussing the article with her colleagues, she databases exist. For instance, the Cumulative Index to
asks Infection Control and Epidemiology Services for Nursing and Allied Health Literature (CINAHL) pro-
an opinion on the use of this prophylaxis strategy. In vides access to abstracts from journal articles, text-
addition to addressing its efficacy, she asks that you books, conference proceedings, and other resources.
Shojania and Olmsted May 2002 189

CINAHL covers 1200 professional journals in nursing, general MeSH terms (eg, “Infection Control” and “Cost-
17 allied health disciplines, and health sciences librar- Benefit Analysis”) along with more specific ones such as
ianship from 1982 forward. Most universities and sev- “Surgical Wound Infection,” “Staphylococcal Infections,”
eral proprietary services13-15 provide access to these and “Nasal Mucosa/microbiology.”
and other databases.
The few minutes spent thus far have already produced
Searching any bibliographic database can occur via enough information to construct a potentially effective
multiple interfaces. As with general Internet search search string. Typing the second search string demon-
engines, these interfaces seek the same target con- strated in Table 1 into the PubMed search window and
tent but differ in their appearance and internal logic. clicking the “Go” function produced 35 hits, including
Many search interfaces are proprietary, but the all 4 of the references from the quick search, as well as
National Library of Medicine has provided public the more recent reference12 reviewed by the cardiac
access to MEDLINE through PubMed since 1997.8 surgeon.
Because MEDLINE is such an extensive health care
database and is also freely accessible, we used The more comprehensive approach. When one
PubMed (Fig 1) to demonstrate the search techniques wants to simply find a recent article shedding some
discussed in this article. Similar techniques will work light on a topic, a “quick search” will often suffice. In
for other bibliographic databases, such as CINAHL. this case, however, you have been asked to provide an
opinion that takes into consideration all of the available
Finding the MeSH terms that capture your evidence, so a more reliable and comprehensive
question approach is warranted. The “MeSH Browser” function
The quick approach. Each MEDLINE record is in PubMed (located in the left-hand column of the main
indexed using a system of MeSH terms. Searches search screen in Fig 1) provides this more reliable
that incorporate MeSH terms consistently yield more means of constructing comprehensive search strings.
articles than searches by title or text words.16,17
PubMed automatically translates free text into MeSH One MeSH term that we would like to add to our search
terms, so it is reasonable to begin any search simply by is one that captures the concept of nosocomial infec-
typing in some key words. For instance, typing tion. Typing “nosocomial” into the “MeSH Browser”
“mupirocin cardiac surgery” into the search window, search window and clicking the “Go” function retrieves
shown in Fig 1, and clicking the “Go” function retrieves a menu of possible matches, with “Nosocomial
4 articles, at least 2 of which appear directly relevant to Infection” at the top of the list. Clicking the “Browse”
your search.18,19 Importantly, though, these 4 citations function reveals that “Cross Infection” is the correct
do not include the recent article12 that prompted this MeSH term for nosocomial infection. Since we already
search. Thus, although this free text query provides a know from our “quick search” that “Infection Control”
promising start, a more comprehensive search is clear- is also a MeSH term, we can try to use the third search
ly required. from Table 1 as our more comprehensive search.
Typing this string into the main search window and
This “quick search” may provide some useful leads on clicking the “Go” function retrieves 143 citations, many
MeSH terms for constructing a more comprehensive of which appear relevant to your questions.
search. When a free text query is typed into the search
window, PubMed translates some of the words into You notice that the third reference20 addresses the
MeSH terms. By clicking on the “Details” function topic of emergent resistance. To make sure that you
(located below the search window in Fig 1), the specif- find more articles on the topic of antibiotic resis-
ic translation for the query can be viewed. In this case, tance due to increased mupirocin use, you return
mupirocin and thoracic surgery were both MeSH to the “MeSH Browser” and type in “antibiotic resis-
terms. One can supplement this initial approach to tance.” Clicking the “Go” function produces the
identifying relevant MeSH terms by choosing a promis- message “antibiotic resistance is not a MeSH term,
ing reference and then displaying the article in but it is associated with the MeSH term Drug
“Citation” format, instead of “Summary,” which is the Resistance, Microbial,” accompanied by the screen
default format in the window to the right of the shown in Fig 2.
“Display” icon (see Fig 1). In this format, the specific
MeSH terms used to index this article are listed below the MeSH terms are organized as a kind of taxonomic tree.
abstract. Displaying the third reference19 retrieved by our The screen shown in Fig 2 indicates that “Drug
initial search in “Citation” format revealed several useful Resistance, Microbial” appears on 2 branches of this
190 Vol. 30 No. 3 Shojania and Olmsted

Fig 2. Example use of the “MeSH Browser.” Typing “antibiotic resistance” in the MeSH browser search win-
dow (after clicking on the icon shown in left-hand column of Fig 1) produces the message “antibiotic resis-
tance is not a MeSH term, but it is associated with the MeSH term Drug Resistance, Microbial.” The 2 portions
of the “MeSH tree” where “Drug Resistance, Microbial” appears are then displayed. As explained in the text,
searches incorporating “Drug Resistance, Microbial [mh]” will retrieve any article indexed by this term or any
of the terms that appear underneath either of its occurrences in the MeSH tree.

tree. Searches incorporating “Drug Resistance, Step 2: Narrowing the results of your search
Microbial” will retrieve any article indexed by this term
or any of the terms that appear underneath either of its Combining different search strings. The “History”
occurrences in the MeSH tree. If you are worried that function, located underneath the main search window
the term you have found may not capture all the con- in Fig 1, allows one to view the search strings that have
cepts relevant to your search, you can click on the term been tried so far. Suppose you click on the “History”
immediately above (eg, “Drug Resistance” in the lower function and see that the string that returned 143 cita-
half of Fig 2) to see whether this includes other head- tions is listed as search No. 3. You could then type in
ings of potential interest. In this case, headings such as the last string shown in Table 1, which produces 84
“Insecticide Resistance,” “Insulin Resistance,” and hits, most of which look quite relevant.
“Drug Resistance, Neoplasm,” are not relevant to your
search. Equipped now with the MeSH term for antibi- Focusing on specific publication or study
otic resistance and the “Cost-Benefit Analysis” term types. Even though the aforementioned maneuvers
that you came across in the “quick search,” you would may seem like a lot of work, surprisingly little expe-
like to narrow your previous search to focus on articles rience is required to reach the point of being able to
that address these 2 topics, which we discuss in the construct such search strings within minutes. Thus,
next section. the task with which you will quickly find yourself
Shojania and Olmsted May 2002 191

Table 1. Building an example PubMed search string with MeSH terms


Search Search Retrieved
PubMed string* citations† Comments

No. 1 mupirocin cardiac surgery 4 The free text query produces a small number of hits in this case (other
free text searches will produces many more hits, depending on the
topic), but these references are quite relevant to the search, so they
offer a quick start.You can use the Related Articles function to augment
this approach and/or find a few MeSH terms with the “Details”
function, as described in the text and shown later in the table.
No. 2 (Surgical Wound Infection OR 35 Clicking on the “Details” function reveals the MeSH terms PubMed used
Thoracic Surgery [mh]) OR (Nasal to translate your free text query. Combining these terms as shown pro
Mucosa/microbiology [mh] OR duces 35 hits, most of which appear quite promising.
Mupirocin [mh]) The “MeSH Browser” allows one to develop a more complete search
No. 3 (Cross Infection [mh] OR Infection 143 string, in this case by introducing the concept of nosocomial infection
Control [mh] OR Surgical Wound and later in the table by determining the correct term for antibiotic
Infection OR Thoracic Surgery [mh]) resistance.
AND (Nasal Mucosa/microbiology[mh]
OR Mupirocin [mh])
No. 4 No. 3 AND (Drug Resistance [mh] 84 The “History” function allows one to combine 2 or more search strings.
OR Cost-Benefit Analysis [mh])

*Terms in square brackets represent abbreviations for the search fields targeted by the preceding terms. mh, MeSH term; ti, title word; au, author; tw, text word.
These and other abbreviations can be obtained from the listing of any record displayed in MEDLINE format (one of the options on the “Display” pull-down
menu in Fig 1) or by clicking on “Help/FAQ” function (left-hand column in Fig 1). Boolean operators such as AND, OR, and BUTNOT must be written in capi-
tal letters.
†The listed yield of each search string reflects the number of citations obtained July 25, 2001.

confronted is having to “prune” searches so that they illustrates how to combine them with a given topic
retrieve manageable numbers of articles. One imme- search. A third very important search string targets
diate option consists of clicking on the “Limits” func- systematic reviews, but this is discussed separately
tion (located below and to the left of the search later in the article.
widow in Fig 1) and restricting the language of pub-
lication to English. The “Limits” function provides a
number of other options for narrowing searches.
TAKING ADVANTAGE OF
Some of these options are reasonable to pursue (eg, SYSTEMATIC REVIEWS
restricting publication type to reviews or clinical tri- Having identified a number of very promising arti-
als), but one should generally resist the temptation to cles,12,18-28 the question now becomes what to do
choose limits related to age or even subjects (eg, with them. A number of useful resources exist for
human or animal). Straightforward as these selections familiarizing oneself with the techniques of article
may appear, many articles that do not specify an age appraisal. For instance, the “Users Guide to the
range or state that the subjects are human, for exam- Medical Literature” series published in the Journal of
ple, will not be displayed. Restricting the final search the American Medical Association29 provides extremely
shown in Table 1 to English slightly reduces the num- accessible, case-based illustrations of the techniques
ber of hits to 71; adding the further limit of publication appropriate for assessing different types of articles.30-
type (review) dramatically reduces this number to 10. 36 However, applying these critical appraisal tech-

niques to each of these articles would take consider-


If you retrieve only review articles, you clearly run the able time. Occasionally, one has to invest the time
risk of missing important primary information. A more required to not only conduct a comprehensive litera-
sophisticated way of limiting the results of searches is ture search but also to appraise the identified studies
to target certain study types. The “Limits” function for in a formal manner. Increasingly, though, systematic
publication type includes clinical trials, meta-analyses, reviews expedite the work of both these activities.
and even practice guidelines. Unfortunately, the list of
options does not include study types of particular rele- In the last few years, there has been an explosion of
vance to infection control, such as case reports, cohort systematic reviews of the literature.37,38 These arti-
studies, and other epidemiologic analyses. Table 2 pre- cles identify and synthesize the evidence pertaining
sents 2 search strings that target these study types and to a wide variety of topics in every field of medicine,
192 Vol. 30 No. 3 Shojania and Olmsted

Table 2. Narrowing searches on the basis of study type


Search string Comments

epidemiologic studies [mh] OR clinical trials [mh] OR comparative Retrieves various types of observational studies (eg, retrospective
study [mh] and prospective cohorts, case-control studies), various types of
clinical trials, and other comparison studies
case report [mh] OR (case* [ti] AND report [ti]) Case report is a MeSH term, but, as explained in the text, some
articles will not be indexed (either at all or with this term), hence
the inclusion of the title words

Example use of the search strings shown here for study types. Click on the “History” function (below the search window in Fig 1) to find the search number
for the search string that retrieved 143 citations in Table 1. Suppose it is listed as search No. 3 (as it is in Table 1). In that case, you could type the following into
the search window:
No. 3 AND (epidemiologic studies [mh] OR clinical trials [mh] OR comparative study [mh])
This combination reduces the number of citations retrieved to 30.

with infection control well represented among the published up to and including 1997. Thus, you might
roughly 1000 such articles now published annual- consider pulling this article along with the key refer-
ly.1,2,39-43 In contrast to traditional narrative reviews, ences from your search published after 1997.
systematic reviews of the literature address a well-
defined clinical question, use an explicit strategy to
locate relevant evidence, evaluate the retrieved stud-
RETURNING TO THE CLINICAL
ies with prospectively defined methodologic criteria, QUESTION
and formally synthesize the results.37,38,44,45 (Meta- The comprehensive search just outlined identified a
analyses are systematic reviews that use quantitative number of articles that address the target practice
methods to pool study results.) In other words, the questions.18-24,27,28,47 Review of these articles suggests
authors of such reviews have already performed pre- that mupirocin is effective in reducing surgical site
cisely the work you would need to do to answer the infection after cardiothoracic surgery12,18,19 and other
question at hand in a comprehensive and evidence- procedures.48 Resistance can develop, although this
based fashion. They have conducted an extensive risk appears to diminish with controlled use among
search for relevant studies, taken the time to appraise surgical patients,20,21,24,27,28 and facilities implement-
the study methods, summarized the results in a readily ing these strategies have reported them to be cost-
comprehensible manner, and possibly even combined effective.12,19,23
the results from multiple studies to generate a pooled
estimate of the benefit of the practices related to, for
example, eradication of staphylococci nasal carriage in
PERIODIC MEDLINE SEARCHES TO
selected patient populations. STAY UP-TO-DATE
In addition to providing answers to questions as they
Despite their importance, MEDLINE does not specifical- arise in practice, MEDLINE searches offer an effective
ly index systematic reviews as a publication type. means of staying abreast of the literature in general.
Review represents a publication type, but the vast Rather than relying solely on traditional activities such
majority of such articles are traditional narrative as browsing tables of contents from journals of interest
reviews.37,45 Meta-analysis is also a publication type, to look for important new articles, ICPs may find it
but not all systematic reviews are meta-analyses and helpful to conduct periodic literature searches around
not all meta-analyses are indexed by this term.46 A target areas of interest. Maintaining a text file of search
recently described PubMed search retrieved systematic strings such as those shown in Table 3 facilitates this
reviews with high sensitivity (approximately 95%), process and allows one to track literature of interest by
without overwhelming users with numerous “false-pos- running these searches several times a year.
itives.”46 (This search can be obtained directly from the
on-line version of the article at http://www.acponline. Any one of the search strings shown in Table 3 can be
org/journals/ecp/pastiss.htm.) Combining this search combined with one of the methodologic search
string with the third search in Table 1 retrieved 1 poten- strings in Table 2 and then limited by date of publi-
tially relevant article.26 The abstract for this review sug- cation. For instance, at the time of this writing, search
gests that a comprehensive search for relevant literature No. 3 retrieved 567 articles. However, the search, No.
was carried out and that this search included articles 3 AND (epidemiologic studies [mh] OR clinical trials
Shojania and Olmsted May 2002 193

Table 3. Some “prefabricated” PubMed search strings relevant to infection control


Search* Search string† Comments

No. 1 (Cross Infection [mh] OR Nosocomial [ti] OR Disease Outbreaks [mh] Retrieves most articles of interest to infection
OR Disease Reservoirs [mh] OR Disease Transmission [mh] OR control personnel
Environmental Microbiology [mh] OR Infection Control [mh] OR
Disease Notification [mh] OR Handwashing [mh] OR Universal
Precautions [mh] OR Contact Tracing [mh])
No. 2 (No. 1 AND Catheterization, Central Venous [mh]) OR Retrieves most articles involving infectious com
(Catheter Related [ti] AND Infection* [ti]) plications of central venous catheters.The asterisk
after infection truncates the search term, so that
title words infection and infections are both
retrieved
No. 3 No. 1 AND (Pneumonia [mh] OR pneumonia [ti]) Retrieves most articles related to nosocomial
pneumonia
No. 4 (Pneumonia [mh] OR pneumonia [ti] OR Cross Infection Focuses specifically on ventilator-associated
[mh]) AND (Respiration, Artificial [mh] OR Ventilators, pneumonia
Mechanical [mh] OR Ventilator [ti])

*As explained previously, the number for the search strings can be obtained by clicking the “History” function, located just below the main search window in
Fig. 1.
†Readers will note that these search terms contain title words and MeSH terms. Although MeSH terms represent the preferred search field, supplementing
these terms with title and text words may retrieve important references for 2 reasons. First, the MeSH system is not perfect and may miss indexing relevant
papers with the MeSH terms that have been identified. Second, some MEDLINE records are not indexed with MeSH terms at all.This occurs with all new arti-
cles (with the turn-around time varying with the prominence of the journal), but some references are never indexed (eg, if the MEDLINE record supplied by
the journal publisher does not permit ready indexing by the National Library of Medicine).Thus, including key title words may identify some important articles
not captured by a search string that contains only MeSH terms.

[mh] OR comparative study [mh]), yielded only 212 access for subscribers to AJIC, the publisher’s Web
citations (mh stands for MeSH term). By using the site includes links to related articles and information
“Limits” function to select articles published in 2000 about drugs that are included in the article.
and 2001, the number of articles is further reduced to
28, at least 4 of which1,49-52 one might reasonably Some journals now provide free online access to all
peruse to stay abreast of developments in this area. users of PubMed. In addition to providing such free pub-
lic access, the British Medical Journal has also published
For the entire field of infection control, the number a number of articles that assist readers in evidence
of citations retrieved will obviously be quite large, appraisal.57-65 Evidence Based Nursing is also freely avail-
even with tight restrictions on the date of publica- able on-line (http://ebn.bmjjournals.com/) and has pub-
tion. In this case, then, it may be more useful to lished a number of articles on literature appraisal7,66,67
search periodically for systematic reviews rather that ICPs may find useful in conjunction with the search
than original research. Combining the first search techniques discussed here. Other valuable and publicly
string in Table 3 (covering the whole field of infection available on-line resources include Morbidity and
control) with the search string for systematic Mortality Weekly Report (MMWR) (available at
reviews46 yielded 383 articles at this writing. http://www.cdc.gov/mmwr) and Emerging Infectious
Limiting this search to articles published in 2001 Diseases (available at http://www.cdc.gov/ncidod/eid/).
reduced this number to only 9 hits, at least 5 of In addition, the Agency for Healthcare Research and
which are of potential interest to ICPs.39,53-56 Quality has commissioned a number of evidence-based
reviews, including a recent review of patient safety prac-
tices that covers a number of infection control prac-
IMPORTANT ONLINE RESOURCES tices.68 These evidence reports are free and available on-
IN ADDITION TO MEDLINE line at http://www.ahrq.gov/clinic/epcix.htm.
Most of the articles retrieved in PubMed include an
abstract, and an increasing number of journals pro-
vide links to full text articles. Many journals provide
CONCLUSION
free online access to print subscribers (eg, the New The enormous and ever-increasing volume of impor-
England Journal of Medicine, Journal of the American tant clinical research requires that ICPs develop effi-
Medical Association, and AJIC). Along with full text cient strategies for searching the health care literature.
194 Vol. 30 No. 3 Shojania and Olmsted

As we have discussed, PubMed provides a powerful 16. Wilczynski NL,Walker CJ, McKibbon KA, Haynes RB. Reasons for the loss of sen-
and freely available MEDLINE interface that allows sitivity and specificity of methodologic MeSH terms and textwords in MEDLINE.
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PubMed allow for a reasonable success rate with articles. Int J Technol Assess Health Care 1999;15(2):281-96.
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