A protocol is a document that outlines the processes you plan to use for your research project such as who are your teammates and their qualifications, what is your question, what databases will you search, what criteria you will apply to ensure you select the most appropriate studies, and how you will analyze the data found. Protocols are extremely important in systematic review research methods:
- Developing a thorough protocol near the start of the project will provide your team with a roadmap to follow as you proceed through the 9 to 12 months of this research project.
- Systematic reviews typically are published about 18 months after a team begins. By sharing your protocol prior to starting your project, you can help other researchers pick yet-unaddressed questions.
- Many journals that publish systematic review manuscripts require that your protocol be made public prior to starting the project.
There is no single required format for a systematic review protocol and no single method for making a protocol public. Authors may be restricted by the venue in which they choose to publish, or, can choose what works best for them.
If you plan to publish, start by looking at requirements from the journal to which you plan to submit.
- The journal Campbell Systematic Reviews requires authors submit a protocol in their specific format for publication in this journal. A systematic review manuscript may only be submitted for publication to this journal if the protocol was published in this journal.
- The journal JBI Evidence Synthesis requires authors to have a protocol accepted by PROSPERO prior to starting their work. PROSPERO has their own template for protocols, and also publishes accepted protocols on their website (meeting the "make publically available" requirement).
- Other journals will instruct you to create and make a protocol public, but not provide a specific template, and not provide a specific repository or site for publishing.
If a template and publishing method are not specified, select from the options here based on your available time and your question.
Templates and guidance for protocols
Publication options for protocols