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Northwell/ZSOM Scoping Review

Step by step guidance on conducting a scoping review.

Data Charting

Data Charting 

In scoping reviews, the data extraction process may be referred to as “data charting”. This process provides the reader with a logical and descriptive summary of the results that aligns with the objective/s and question/s of the scoping review.

A draft charting table or form should be developed and piloted at the protocol stage to record the key information of the source, such as author, reference, and results or findings relevant to the review question/s. This may be further refined at the review stage and the charting table updated accordingly. Some key information that reviewers might choose to chart are:

  • Author(s)
  • Year of publication
  • Origin/country of origin (where the source was published or conducted)
  • Aims/purpose
  • Population and sample size within the source of evidence (if applicable)
  • Methodology / methods
  • Intervention type, comparator and details of these (e.g. duration of the intervention) (if applicable). Duration of the intervention (if applicable)
  • Outcomes and details of these (e.g. how measured) (if applicable)
  • Key findings that relate to the scoping review question/s.

Sample of a scoping review charting table.

Charting the Data of Scoping Review for Research Studies | Download Table



























1Aromataris E, Munn Z (Editors). JBI Manual for Evidence Synthesis. JBI, 2020. Available from


The team will make the decision as to which platform to use.  The platform you choose is contingent upon availability to the team and the team's preference. 


Excel is the most basic tool for the management of the screening and data extraction stages of the systematic review process. Customized workbooks and spreadsheets can be designed for the review process. A more advanced approach to using Excel for this purpose is the PIECES approach, designed by a librarian at Texas A&M. The PIECES workbook is downloadable at this guide.

Covidence (Available through the Library)

Covidence is a software platform built specifically for managing each step of a systematic review project, including data extraction. Read more about how Covidence can help you customize extraction tables and export your extracted data.  Northwell Health subscribes to this platform and it is available on the EMIL library site.  Ask your librarian for more information.

RevMan (Free)

RevMan is free software used to manage Cochrane reviews. For more information on RevMan, including an explanation of how it may be used to extract and analyze data, watch Introduction to RevMan - a guided tour.

SRDR (Free)

SRDR (Systematic Review Data Repository) is a Web-based tool for the extraction and management of data for systematic review or meta-analysis. It is also an open and searchable archive of systematic reviews and their data. Access the help page for more information.

DistillerSR ($)

DistillerSR is a systematic review management software program, similar to Covidence. It guides reviewers in creating project-specific forms, extracting, and analyzing data. 

Sumari (Available through the Library)

JBI Sumari (the Joanna Briggs Institute System for the United Management, Assessment and Review of Information) is a systematic review software platform geared toward fields such as health, social sciences, and humanities. Among the other steps of a review project, it facilitates data extraction and data synthesis. View their short introductions to data extraction and analysis for more information. Click on one of the user access points: Northwell User Access / ZSOM User AccessClick on the EBM Tools dropdown to access Sumari.

The Systematic Review Toolbox (Free)

The SR Toolbox is a community-driven, searchable, web-based catalogue of tools that support the systematic review process across multiple domains. Use the advanced search option to restrict to tools specific to data extraction. 


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