How to Read: The PRISMA Statement for Reporting Systematic Reviews and Meta-Analyses of Studies That Evaluate Health Care Interventions: Explanation and Elaboration [Reading Guide]
A. Liberati, D. Altman, J. Tetzlaff, C. Mulrow, P. Gøtzsche, J. Ioannidis, Mike Clarke, Mike Clarke, P. Devereaux, J. Kleijnen, D. Moher · 2009 · British medical journal
Three-Pass Reading Method
The three-pass reading method is a systematic approach designed to efficiently extract maximum understanding from research papers. The first pass (5-10 minutes) gives you a high-level overview by skimming the title, abstract, introduction, and conclusion. The second pass (up to 1 hour) involves careful reading of the paper with emphasis on methodology and key technical details. The third pass (1-5 hours) focuses on deep understanding, critical analysis, and connecting ideas to related work.
This structured approach helps you determine a paper's relevance quickly, then dive deeper only when needed, making your research workflow more efficient and effective.
This guide will help you efficiently read "The PRISMA Statement for Reporting Systematic Reviews and Meta-Analyses of Studies That Evaluate Health Care Interventions: Explanation and Elaboration" (2009, British Medical Journal). This paper is a foundational guide for transparent reporting in medical research, providing detailed explanations for each item in the PRISMA checklist and flow diagram.
First pass (5–10 min)
What to skim:
- Title and Abstract (Page 1): Quickly grasp the paper's main purpose: to explain and elaborate on the PRISMA Statement, a reporting guideline for systematic reviews and meta-analyses of healthcare interventions. Note that it's an evolution of the earlier QUOROM statement.
- Introduction (Page 1): Understand the problem PRISMA addresses – poor reporting diminishing the value of systematic reviews – and the need for an updated, comprehensive guideline.
- "Scope of PRISMA" (Page 4): Briefly understand what PRISMA covers (transparent reporting) and what it doesn't (conduct of reviews).
- "Discussion" (Page 22): Read the opening and closing paragraphs to understand the overall aim, the development process, and the expected impact of PRISMA.
What to notice:
- Core Contribution: The paper introduces PRISMA, a 27-item checklist and a four-phase flow diagram, designed to improve the clarity and transparency of systematic reviews and meta-analyses.
- Problem Addressed: Poor reporting of systematic reviews leads to diminished value for clinicians, policymakers, and other users.
- Context/Setting: Specifically targets systematic reviews and meta-analyses of health care interventions.
- Key Evolution: PRISMA updates and expands upon the 1999 QUOROM guideline.
- Purpose of this document: This specific paper is an "Explanation and Elaboration" document, providing meaning, rationale, and examples for each PRISMA checklist item.
Second pass (up to 1 hour)
Using SpatialRead in the Second Pass
- Use the Screenshot tool to capture figures, tables, diagrams, and formulae from the PDF and use AI for simple explanations.
- Ask: "Explain Figure X at a high level", "Compare Table 2 vs 3", or "What does the y-axis represent here?"
- Download SpatialRead →
What sections/figures to focus on:
- Box 1. Terminology (Page 2): Read carefully to understand the definitions of "Systematic review" and "Meta-analysis" as adopted by the Cochrane Collaboration, which are crucial for interpreting the guidelines.
- Table 1. Checklist of items to include when reporting a systematic review (Page 3): Skim through all 27 checklist items. This is the heart of the PRISMA Statement. Pay attention to the section/topic headings (e.g., TITLE, ABSTRACT, INTRODUCTION, METHODS, RESULTS, DISCUSSION, FUNDING) to understand the overall structure of a well-reported review.
- Figure 1. Flow of information through the different phases of a systematic review (Page 4): Study this four-phase flow diagram (Identification, Screening, Eligibility, Included). It visually represents the process of selecting studies and is a critical component of transparent reporting.
- Box 2. Helping To Develop the Research Question(s): The PICOS Approach (Page 5): Understand the PICOS framework (Participants, Interventions, Comparators, Outcomes, Study design) as it's fundamental for framing research questions and impacts several checklist items.
- "How To Use This Paper" (Page 4): Read this section to understand the structure of the detailed explanations for each checklist item (example, explanation, rationale, and references).
Key terms/questions to note:
- What are the main sections of a systematic review report that PRISMA addresses?
- How does the PRISMA flow diagram track studies through the review process?
- What does PICOS stand for, and why is it important for research questions?
- What are the general categories of information required for transparent reporting (e.g., methods, results, biases)?
- How does PRISMA differentiate between "quality" and "risk of bias" (hint: see Box 4 on Page 10)?
Third pass (1–5 hours)
Using SpatialRead in the Third Pass
- Highlight complex keywords, dense paragraphs, equations, or proofs and ask for a plain-English explanation that preserves notation.
- Use AI to explain the concepts in a way that is easy to understand.
- Ask for alternative phrasings or analogies to confirm understanding without changing technical meaning.
- Connect concepts with each other using AI to build a comprehensive understanding of the paper.
- Download SpatialRead →
Deep reading guidance:
- Systematic Checklist Review: Go through each of the 27 items listed in Table 1 (Page 3). For each item, read its corresponding "Explanation" and "Example" in the main text (starting from "The PRISMA Checklist" on Page 4).
- Methods (Items 5-16): Pay close attention to the detailed requirements for reporting study protocols, eligibility criteria, information sources, and search strategies. Note the example of a full electronic search strategy under Item 8 (Page 8). Understand the processes for study selection (Figure 1, Page 4, and Box 3, Page 10) and data collection. Critically read Item 12 (Risk of bias in individual studies) and Box 4 (Study Quality and Risk of Bias, Page 10) to understand the shift from "quality" to "risk of bias" assessment. Similarly, for Item 14 (Synthesis of results), delve into Box 5 (Whether or Not To Combine Data, Page 13) and Box 6 (Meta-Analysis and Assessment of Consistency, Page 14) to grasp the nuances of statistical combination and heterogeneity. For Item 15 (Risk of bias across studies), consult Box 7 (Bias Caused by Selective Publication of Studies or Results within Studies, Page 15).
- Results (Items 17-23): Focus on how to present the findings. Understand the importance of Figure 1 (Page 4) and its example Figure 2 (Page 16) for reporting study selection numbers and reasons for exclusion. Examine Table 2 (Page 17) for presenting study characteristics and Table 3 (Page 17) for reporting risk of bias within studies. Note the recommendation for forest plots (e.g., Figure 3, Page 18) for individual study results and funnel plots (e.g., Figure 4, Page 20) for assessing risk of bias across studies.
- Discussion (Items 24-26) and Funding (Item 27): Understand the requirements for summarizing evidence, discussing limitations at both study and review levels, drawing conclusions, and transparently reporting funding sources and their roles.
- Cross-referencing: Actively cross-reference the checklist items with the detailed explanations and the various "Boxes" throughout the document. The "Reported on Page #" column in Table 1 is left blank in this document, but the text provides the page numbers for each item's explanation.
Replication pointers:
- Direct Application: This paper is a direct guide for conducting and reporting systematic reviews. To "replicate" means to apply these guidelines to your own systematic review or to critically appraise a published one.
- Checklist as a Tool: Use Table 1 (Page 3) as a comprehensive checklist when planning, conducting, or writing up a systematic review. Ensure every item is addressed transparently.
- Flow Diagram Implementation: Implement the four-phase flow diagram (Figure 1, Page 4, and its example Figure 2, Page 16) to clearly document the study selection process, providing numbers and reasons for exclusion at each stage.
- Methodological Transparency: Pay particular attention to the detailed reporting of methods (Items 5-16), especially the search strategy (Item 8, Page 8), risk of bias assessments (Items 12 & 15, Pages 11 & 12), and synthesis methods (Item 14, Page 12). The examples provided for each item are excellent models for good reporting.
- Critical Appraisal: When reading other systematic reviews, use the PRISMA checklist as a framework to critically appraise their reporting quality and identify potential biases or omissions.