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Record W4406603412 · doi:10.11124/jbies-24-00331

Methods for data extraction and data transformation in convergent integrated mixed methods systematic reviews

2025· article· en· W4406603412 on OpenAlexaff
Lucylynn Lizarondo, Cindy Stern, Susan Salmond, Judith Carrier, Kay Cooper, Christina Godfrey, Manda Vandyk, Danielle Pollock, Kendra L. Rieger, João Apóstolo, Pamela Kirkpatrick, Kelli Borges dos Santos, Heather Loveday

Bibliographic record

VenueJBI Evidence Synthesis · 2025
Typearticle
Languageen
FieldDecision Sciences
TopicMeta-analysis and systematic reviews
Canadian institutionsWestern UniversityTrinity Western UniversityUniversity of OttawaKingston Health Sciences CentreQueen's University
Fundersnot available
KeywordsData extractionComputer scienceContext (archaeology)MultimethodologyData scienceProcess (computing)Qualitative propertySystematic reviewManagement scienceData miningPsychologyEngineeringMEDLINEPolitical science

Abstract

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OBJECTIVE: The objective of this guidance paper is to describe data transformation involving qualitization, including when and how to undertake this process, and to clarify how it aligns with data extraction in order to expand on the current guidance for JBI convergent integrated mixed methods systematic reviews (MMSRs). INTRODUCTION: The convergent integrated approach to MMSRs involves combining extracted data from both quantitative studies (including the quantitative components of mixed methods studies) and qualitative studies (including the qualitative components of mixed methods studies). This process requires data transformation, which can occur either by converting qualitative data into quantitative data (ie, quantitizing ) or converting quantitative data into qualitative data (ie, qualitizing ). Data transformation involving qualitization is poorly understood in the context of MMSRs, and there is confusion regarding how to undertake this process, with much of the literature specific to primary mixed methods studies. There is a need to expand current guidance and provide more practical advice to reviewers on how to undertake this process. METHODS: The JBI MMSR Methodology Group took a multipronged approach to update its guidance. First, a structured search of the literature was conducted to determine what is known about data transformation, followed by analysis of a sample of systematic reviews that claimed to use the JBI convergent integrated approach to MMSRs. Approaches were summarized and used to inform the development of draft guidance. This guidance was iteratively revised following a series of online meetings, as well as presented to evidence synthesis experts at an international conference. Finally, the guidance was submitted to the JBI International Scientific Committee for discussion, feedback, and ratification. RESULTS: There is uncertainty in the literature regarding the process of data transformation within the context of MMSRs, with ill-defined approaches provided and variation in practice. In JBI convergent integrated MMSRs, it is recommended that data extraction from quantitative studies (or mixed method studies reporting quantitative findings) stays as close as possible to the data reported in the primary studies. Where data are absent or insufficient to meet the needs of the MMSR, systematic reviewers may need to construct the narrative representation using relevant data from the primary studies. Following data extraction, the process of qualitization occurs where extracted data (both quantitative and qualitative) are assembled, and reviewers are required to conduct detailed examination across data to identify likenesses and create categories based on similarities in meaning. CONCLUSION: To our knowledge, this is the most comprehensive guidance currently available for data extraction and qualitization for MMSRs. However, it is important to acknowledge the inherent variability in MMSRs and our methodology may need tailoring for certain situations. Further work will focus on examining how certainty and confidence in findings can be assessed within the framework of MMSRs.

Fetched live from OpenAlex and de-inverted. Abstracts are not stored in this database: the inverted indexes are 8.6 GB of the frame’s 9.3 GB of text, and the host has 13 GB free.

How this classification was reachedexpand

Full frame machine prediction

Teacher imitation

Not calibrated prevalence, not ground truth. Human validation pending. The Gemma side is a direct model label for every work in the frame, read from the title-only record. The Codex side is a classifier learned from the 10,348 direct Codex labels and calibrated to design-weighted sample rates; fields without enough sample support carry no Codex call. Candidate is the union of the two sides; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels.

metaresearch head score (Codex)0.576
metaresearch head score (Gemma)0.752
Version: metacan-v3-hybrid-931329e0061cValidation status: machine_predicted_unvalidated
Candidate categoriesMetaresearch
Consensus categoriesMetaresearch
DomainCandidate signal: Methods · Consensus signal: Methods
Study designCandidate signal: Not applicable · Consensus signal: none
GenreCandidate signal: Methods · Consensus signal: Methods
Teacher disagreement score0.424
Threshold uncertainty score0.522

Distilled classifier scores by category (both heads)

CategoryCodexGemma
Metaresearch0.5760.752
Meta-epidemiology (narrow)0.0070.007
Meta-epidemiology (broad)0.0120.021
Bibliometrics0.0360.041
Science and technology studies0.0050.009
Scholarly communication0.0160.012
Open science0.0110.015
Research integrity0.0090.012
Insufficient payload (model declined to judge)0.0510.017

Machine scores (provisional)

The two teacher heads of the student model, read on this work. A score orders the frame for review; it never asserts a category, and the validation status ships verbatim with every row.

Baseline scores from an immature model (maturity gate not passed, 7 training rounds). Scores rank; they never assert a category.

Opus teacher head0.763
GPT teacher head0.650
Teacher spread0.113 · how far apart the two teachers sit on this one work
Validation statusscore_only:v0-immature-baseline · verbatim from the scoring run: score_only means the number may rank works, and no category label ships from it

Classification

machine, unvalidated

Machine predicted; the direct Gemma label and the distilled Codex classifier agree on what is shown here.

Study designNot applicable
DomainMethods
GenreMethods

How this classification was reached, model by model and score by score, is at the end of the page under "How this classification was reached".

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Citations19
Published2025
Admission routes1
Has abstractyes

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