Details have been modified to protect client confidentiality. This case study represents a composite of common research scenarios encountered by Research Gold.
A PhD systematic review case study demonstrating how professional support helped a doctoral candidate complete her thesis review chapter. Ms. C., a nursing PhD candidate studying the experiences of family caregivers in pediatric palliative care, was 18 months into her program with no systematic review chapter complete. Her committee had given a 5-month deadline to submit the review chapter or face a formal progress review.
The Challenge: 18 Months In, Zero Progress on the Review
Ms. C.'s situation was not unusual. Her nursing PhD program required a systematic review as Chapter 2 of her dissertation, but the program provided only a single 2-hour lecture on evidence synthesis methodology. She had attempted to start the review twice, each time becoming overwhelmed by the volume of literature, uncertain about the appropriate methodology, and unsure how to synthesize qualitative findings.
Her research question was inherently qualitative: "What are the experiences, needs, and coping strategies of family caregivers providing palliative care to children in home settings?" This question was not suited to a traditional systematic review with meta-analysis. Instead, a scoping review using JBI methodology was the appropriate approach, but Ms. C. had never heard of JBI methodology or PRISMA-ScR reporting.
Additionally, her committee members had different expectations. One expected a traditional systematic review with quality assessment. Another expected a narrative review. A third wanted a mixed-methods synthesis. Without a clear methodological framework, Ms. C. was paralyzed.
Week 1-2: Methodology Selection and Protocol Development
The first task was resolving the methodology confusion. After reviewing Ms. C.'s research question, the recommendation was clear: a JBI scoping review was the appropriate method for mapping the experiences, needs, and coping strategies literature without assessing individual study quality (which scoping reviews do not do).
A detailed justification was prepared for the committee explaining:
- Why a scoping review, not a systematic review, was appropriate (comparison guide)
- The JBI methodology framework and its acceptance in nursing research
- That scoping reviews do not include quality assessment by design, addressing the committee member's concern
- The PRISMA-ScR reporting checklist that would ensure transparent reporting
The PCC framework (Population, Concept, Context) structured the question:
- Population: Family caregivers of children receiving palliative care
- Concept: Experiences, needs, coping strategies, and support utilization
- Context: Home-based care settings in any country
The protocol was documented using our PICO/PCC framework builder and shared with the committee for approval before proceeding.
Week 3-4: Literature Search
The search strategy was developed for six databases: PubMed/MEDLINE, CINAHL (essential for nursing research), PsycINFO, Embase, Cochrane Library, and Social Work Abstracts. Grey literature searches included ProQuest Dissertations, Google Scholar (first 200 results), and relevant organizational websites (Together for Short Lives, National Hospice and Palliative Care Organization).
The search followed JBI's recommended three-step approach:
- Initial limited search of PubMed and CINAHL to identify key terms and index terms
- Comprehensive search across all six databases using identified terms
- Reference list searching of all included sources
Results:
- Total records across databases: 3,892
- After deduplication: 1,432 unique records
Week 5-8: Screening and Selection
Two independent reviewers screened all 1,432 titles and abstracts against the PCC-based inclusion criteria. Scoping reviews accept broader source types than systematic reviews, so the criteria included:
- Quantitative studies (surveys, cross-sectional)
- Qualitative studies (phenomenology, grounded theory, ethnography)
- Mixed-methods studies
- Dissertations and theses
- Reports from relevant organizations
Screening produced:
- Title/abstract screening: 1,432 records screened, 198 passed to full-text review
- Full-text assessment: 198 sources reviewed, 47 meeting all eligibility criteria included
The PRISMA-ScR flow diagram documented the complete selection process.
Week 9-12: Data Charting and Synthesis
A custom charting framework was developed to capture data aligned with the three components of the research question. The charting form included:
Standard fields: author, year, country, study design, sample size, caregiver relationship (parent, grandparent, sibling), child's condition, child's age range.
Concept-specific fields: experiences described (themes), needs identified (physical, emotional, social, financial, informational), coping strategies used (problem-focused, emotion-focused, meaning-making), support services utilized, barriers to support, and facilitators of coping.
The charting form was pilot-tested on 5 diverse sources (2 qualitative studies, 1 survey, 1 mixed-methods, 1 organizational report), then refined before full extraction.
Two reviewers charted all 47 sources independently, with discrepancies resolved through discussion.
Synthesis used thematic analysis to organize findings:
- All charted data on experiences, needs, and coping strategies was coded
- Codes were grouped into descriptive themes
- Descriptive themes were organized into analytical themes representing higher-order findings
Five overarching themes emerged:
- The relentless burden of continuous care
- Navigating healthcare systems as both caregiver and advocate
- The paradox of hope and anticipatory grief
- Social isolation and the invisible nature of home caregiving
- Resilience through meaning-making and spiritual practices
Results were presented in narrative tables, evidence maps showing geographic distribution and methodology types, and a thematic framework diagram.
Is your PhD systematic review or scoping review falling behind schedule? Research Gold provides professional evidence synthesis support tailored to thesis requirements. request your custom project quote and tell us about your committee's expectations.
Week 13-16: Chapter Writing and Committee Preparation
The thesis chapter was structured to meet committee expectations while following academic dissertation conventions:
- Introduction: Rationale for the scoping review, research question, and methodological justification
- Methods: JBI methodology framework, PCC elements, search strategy, screening process, charting framework, synthesis approach, and PRISMA-ScR compliance
- Results: PRISMA-ScR flow diagram, characteristics of included sources (table), thematic findings with supporting evidence, and evidence maps
- Discussion: Interpretation of themes, implications for nursing practice and policy, research gaps identified, limitations, and recommendations for future research
Ms. C. wrote substantial portions of the discussion chapter herself, drawing on her clinical nursing experience and theoretical framework knowledge. The methodological sections were prepared collaboratively, ensuring accurate technical descriptions while maintaining Ms. C.'s scholarly voice.
The complete chapter, including tables, figures, and references, was approximately 18,000 words, appropriate for a PhD dissertation chapter.
The Outcome
Ms. C. submitted the review chapter to her committee at week 16, one month before the deadline. The committee approved the chapter on first submission with only minor editorial comments (one committee member requested additional discussion of a specific theme).
Key factors in the committee's positive response:
- Clear methodological justification for choosing a scoping review over a systematic review
- JBI methodology provided a recognized, rigorous framework
- PRISMA-ScR compliance demonstrated transparent reporting
- The thematic findings were rich, well-organized, and clinically meaningful
- Evidence maps and tables provided clear visual summaries
Ms. C. subsequently published a condensed version of the scoping review in the Journal of Advanced Nursing, adding a peer-reviewed publication to her academic portfolio during the PhD program.
Lessons from This Case
- The right methodology resolves committee confusion. JBI scoping review methodology provided a clear, defensible framework that satisfied all committee members with different expectations.
- Scoping reviews are legitimate thesis chapters. The JBI framework and PRISMA-ScR reporting gave the review the rigor committees expect.
- Professional support and student authorship coexist. Ms. C. retained full intellectual ownership, wrote her own theoretical and clinical interpretation, and defended the work as her own.
- Pilot-testing the charting framework prevented extraction problems that would have cost weeks.
- A 16-week timeline is achievable for a scoping review when methodology is handled by experienced reviewers.
Explore our scoping review service or request a free consultation to discuss your thesis needs. Visit our PhD student guide for comprehensive advice on thesis systematic reviews.