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Systematic Reviews using PRISMA flow diagram with or without using VOSviewer and R Biblioshiny thumbnail

Systematic Reviews using PRISMA flow diagram with or without using VOSviewer and R Biblioshiny

5 min read

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TL;DR

Use PRISMA 2020 to report record counts at each stage of screening, from identification through inclusion, with inclusion/exclusion criteria applied consistently.

Briefing

PRISMA 2020 flow diagrams can be built and customized for systematic literature reviews (SLRs) even when data comes from multiple sources—then paired with bibliometric visuals from tools like VOSviewer or R Biblioshiny, or recreated manually in Excel. The core workflow is consistent: define databases and search scope, apply inclusion/exclusion criteria to screen records, document counts at each stage, and present the resulting selection pipeline alongside publication trends and keyword/author analyses. That matters because PRISMA-style transparency is often what lets readers judge how rigorously the evidence base was assembled.

The process starts with selecting a database (for example, Web of Science, Scopus, or Lens.org). From there, records are screened using explicit inclusion and exclusion criteria—turning an initial pool of “identified” articles into a smaller set of “included” studies. When the search is limited to one bibliographic database, bibliometric tools can generate the PRISMA-linked outputs more directly: VOSviewer or R Biblioshiny can extract metadata, produce network maps, and generate charts for publication trends and relationships among keywords or authors.

When the evidence base spans different sources—such as organization websites, other databases, or non-standard repositories—the workflow shifts toward combining datasets and documenting the screening steps more manually. In that scenario, the PRISMA flow diagram still anchors the reporting, but the supporting visuals (bar charts, publication-by-year trends, author counts, subject-area breakdowns, and keyword frequency plots) may be created using Excel. The transcript emphasizes that Excel can handle many of the same “presentation layer” tasks: selecting a prepared year-wise table, inserting recommended charts (bar/line), building keyword repeat-frequency visuals, and even generating country-level maps using built-in mapping features.

A practical example is used to show how PRISMA counts and bibliometric outputs connect. One SLR on “energy efficient” topics is described with a PRISMA flow chart that begins with records retrieved from Scopus/Web of Science, then narrows after applying inclusion/exclusion criteria—resulting in a final set of studies used for the SLR and bibliometric analysis. The same example is used to illustrate typical outputs: publication trend graphs, bibliometric network maps (from VOSviewer or Biblioshiny), and structured tables summarizing study details such as research target, product/output focus, and methods.

The transcript also provides guidance on obtaining a PRISMA 2020 template and adapting it. The key is to download the PRISMA 2020 format, edit the sections that match the review’s scope (including “other sources” if applicable), and then credit PRISMA appropriately in the final write-up. For readers who cannot use VOSviewer/Biblioshiny due to single-database limitations or data-format constraints, the workaround is to extract relevant fields from papers and databases, then recreate the needed charts and tables manually.

Overall, the message is pragmatic: keep the PRISMA 2020 selection logic intact, then choose the toolchain—bibliometric software or Excel—based on where the data comes from and what formats are available. The result is a review that is both reproducible in its evidence selection and informative in its bibliometric summaries.

Cornell Notes

PRISMA 2020 flow diagrams provide the backbone for systematic literature reviews by documenting how records move from identification to inclusion through explicit screening criteria. The workflow stays the same whether data comes from a single bibliographic database (e.g., Web of Science/Scopus) or from multiple sources (other databases, websites, or “other sources”), but the supporting visuals may be generated by VOSviewer/R Biblioshiny or recreated manually in Excel. Excel can produce publication trends, author/subject-area breakdowns, keyword frequency charts, and even country maps using built-in mapping features. The template can be downloaded, edited to match the review’s stages, and credited in the final paper. This approach helps maintain transparency while still enabling rich bibliometric analysis.

How does a PRISMA 2020 flow diagram connect to the actual SLR workflow?

It mirrors the evidence pipeline: start with records identified from selected databases, then apply inclusion/exclusion criteria to screen them down to included studies. The diagram’s counts at each stage (identified → screened → included) should match the screening decisions used for the review. Those included studies then feed the bibliometric and synthesis steps such as publication trend analysis, keyword/author mapping, and study-detail tabulation.

What changes when the review uses multiple data sources instead of only one database?

The selection logic in PRISMA stays the same, but the data-handling and visualization steps often shift. Metadata from different sources may need to be combined and cleaned, and charts may be built manually. The transcript highlights using Excel for bar graphs, year-wise publication trends, keyword frequency plots, and country-level maps when bibliometric tools can’t directly ingest the combined dataset.

When is VOSviewer or R Biblioshiny a better fit than manual Excel charts?

When the dataset is in a format that these tools can extract and analyze directly—typically when records come from a standard bibliographic database export—VOSviewer/Biblioshiny can generate bibliometric outputs like network maps and structured visual summaries more efficiently. If the dataset is fragmented or not easily readable by those tools, Excel becomes the practical route for recreating the needed visuals.

What kinds of bibliometric visuals can be recreated in Excel?

Publication trends by year (bar or line charts), author-name frequency or document counts, subject-area distributions, keyword repeat-frequency charts, and scatter/bubble-style keyword visualizations (depending on how the keyword data is structured). The transcript also notes country-wise mapping using Excel’s map feature, which can show publication counts by country.

How should the PRISMA template be adapted and credited?

Download the PRISMA 2020 template, edit the relevant sections to reflect the review’s actual stages and counts, and include “other sources” sections if additional non-database inputs were used. The transcript stresses crediting PRISMA in the final write-up rather than treating the template as a blank, unreferenced graphic.

What is the transcript’s workaround for reviews where bibliometric tools can’t process the dataset?

Extract the relevant fields manually (e.g., year, counts, keywords, author names, subject areas, country information) and then build the visuals and tables in Excel. For study-level details, create a structured table summarizing research targets, methods, and findings, using information taken from the included papers.

Review Questions

  1. If your evidence comes from both Web of Science and additional “other sources” like websites, which PRISMA sections must you adjust and why?
  2. What specific Excel charts would you build to replace VOSviewer/Biblioshiny outputs, and what data columns would you need for each?
  3. How do inclusion/exclusion criteria influence both the PRISMA counts and the credibility of the final bibliometric analysis?

Key Points

  1. 1

    Use PRISMA 2020 to report record counts at each stage of screening, from identification through inclusion, with inclusion/exclusion criteria applied consistently.

  2. 2

    Choose VOSviewer or R Biblioshiny when metadata exports from standard bibliographic databases are available and tool-compatible.

  3. 3

    When data comes from multiple or non-standard sources, combine and clean records, then recreate publication trends and other visuals manually in Excel.

  4. 4

    Excel can generate publication-by-year charts, author/subject-area breakdowns, keyword frequency plots, and country maps using built-in mapping features.

  5. 5

    Download and edit a PRISMA 2020 template to match the review’s actual workflow, including any “other sources” sections.

  6. 6

    For transparency, ensure the PRISMA diagram counts align with the included-study set used for synthesis and bibliometric analysis.

  7. 7

    Credit PRISMA appropriately in the final paper when using the template.

Highlights

PRISMA 2020 transparency stays the same even when the evidence base spans multiple databases and websites; only the data-handling and visualization approach changes.
Excel can replace many bibliometric visuals—publication trends, keyword frequency charts, and even country maps—when bibliometric tools can’t ingest the dataset.
A PRISMA template should be downloaded, edited to reflect the review’s stages and counts, and credited in the final write-up.
The included studies produced by PRISMA screening become the input for both bibliometric outputs (networks/trends) and study-detail tables.

Mentioned

  • PRISMA
  • SLR
  • VOSviewer
  • R
  • SME