Download the templates

Original blank and example CSV search logs, plus a TXT worksheet with the full planning exercise. The example contains unrun query drafts; it supplies no invented search dates, databases, filters or result counts. CSV does not retain document layout.

  • Blank literature search logCSV · 410 bytes
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  • Illustrative search plan with unrun query variantsCSV · 2 KB
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  • Search strategy worksheet and complete worked exampleTXT · 4 KB
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Open a blank file for your own work. Keep examples separate from your evidence and follow the instructions below.

On this page

Build a draft search query

Put alternatives for the same concept in one box. The builder joins them with OR, then joins concept groups with AND. It runs in this tab without sending your terms to a server. Entries are not saved automatically.

One word or phrase per line, without quotes or operators. Use up to 12 terms per concept, 160 characters per term. The builder quotes every term and uses no wildcards. Check whether your database supports this syntax; this does not perform a search.

Research papers with reading notes and references
A conceptual illustration of reading and developing your own argument.

Choose concepts from the question

A Boolean search strategy builder helps arrange candidate terms. It does not decide which question is worth answering or search a database on your behalf. Begin with the assignment and a working question, then identify the distinct ideas a useful record needs to address. A manageable starting expression often has a small number of concept blocks that you can inspect separately.

For the original example below, retrieval practice is one concept and the intended university-student population is another. Do not automatically add every word from the question as a required term. Requiring an outcome, a setting and an exact course label at the same time can miss useful records whose titles or abstracts use different language. Decide what is essential to retrieval and what you can judge while screening.

Cornell’s guidance connects search planning with the question and recommends librarian assistance for comprehensive evidence-synthesis strategies. This resource is a starting exercise for coursework and source discovery. A well-formed expression alone does not meet a systematic review’s requirements or establish that all relevant studies have been found.

Supporting reading: [2] [4]

Use OR for alternatives and AND between concepts

Within one concept block, list plausible ways an author or indexer might describe that idea. Use OR to allow alternatives. Then use AND between the concept blocks that must both be represented. Parentheses keep each OR group together, so the reader and the database can identify how the alternatives are combined.

Candidate terms are not always exact synonyms. In the example, undergraduates may retrieve students beyond the first year. Keeping that broader term can be a deliberate discovery choice, but it creates a relevance check rather than silently changing the question. Learn from terms used in relevant titles, abstracts and subject headings, and update the list when a candidate term proves misleading.

Avoid a default exclusion block. NOT can remove a useful paper merely because it mentions an unwanted term alongside a relevant discussion. If exclusion is justified, test it in the actual platform and inspect material it removes. The builder starts with positive concept blocks so an untested exclusion is not hidden in the generated expression.

Supporting reading: [1] [2]

Worked example: a retrieval-practice search plan

Original illustrative search plan. No database has been searched for this example; dates, platforms, filters and result counts are deliberately blank.

Working question: What does research report about retrieval practice in first-year university courses?

Concept A contains retrieval practice and practice testing. Concept B contains first year students, first-year students and undergraduates. These are candidate discovery terms chosen for this exercise, not a validated search filter or an exhaustive list of relevant terminology.

Generic expression: ("retrieval practice" OR "practice testing") AND ("first year students" OR "first-year students" OR "undergraduates")

Each candidate term is shown with straight quotation marks, matching the builder’s output. Before using the expression, check what quotation marks do in the chosen database. If initial results miss a known relevant paper, inspect that paper’s terms and the platform’s search translation before adding more restrictive concepts.

The plan below proposes two comparisons: broaden the population terms, or inspect the topic without a population block. Neither comparison has been run. Do not read an empty count as zero results, and do not copy an illustrative query into a report as evidence of a completed search.

Scroll the table sideways to view all columns.

Original unrun query variants: inspect the purpose before choosing a change
Planned changeGeneric query draftWhat to inspect after an actual search
What does research report about retrieval practice in first-year university courses?("retrieval practice" OR "practice testing") AND ("first year students" OR "first-year students" OR "undergraduates")Check the chosen database help for phrase syntax, search fields and subject headings before running this draft.
Compare a broader population block with the starting expression.("retrieval practice" OR "practice testing") AND ("students" OR "undergraduates")Screen whether records concern the intended stage of study; the broader terms can introduce irrelevant populations.
Inspect the strategy with the population block removed.("retrieval practice" OR "practice testing")Use only if the earlier search misses useful material; compare actual relevance, not just the number of hits.

Adapt the expression to the database and platform

A generic Boolean expression is a planning aid, not a universal database command. Check the selected platform’s documentation for phrase searching, truncation, wildcards, field labels and proximity syntax. A database name and its access platform both matter: the same underlying collection can be searched through different interfaces.

Cornell’s translation guide illustrates why copying field syntax between systems can fail. A field tag accepted in one platform may be meaningless in another. Controlled vocabulary also requires a deliberate choice: a keyword found in a title is not automatically an authorized subject heading. Select appropriate headings in that database rather than inventing tags.

Start with a simple supported expression and inspect how the interface interprets it. If a database offers separate advanced-search rows, you may need to transfer one concept block per row instead of pasting the whole draft. Check the actual search history or query display when available. Record the submitted form after adaptation, including fields and filters, rather than only saving the generic draft.

Supporting reading: [1] [3]

Log the search you actually ran

Record the database and platform, actual search date, exact submitted query, search fields and filters. Add the displayed count when you observe it, noting any interface limit or estimate. These fields are our original documentation prompts; Cornell’s guidance supports recording and revising search strategies, but does not certify this worksheet.

Inspect relevance as well as count. Keep identifiers for a few useful records and a short reason they fit the question. If results are sparse, check a misspelling, an overly narrow phrase, an unnecessary AND block or a platform-specific syntax issue. If results are broad, inspect which concept is drifting before adding another restriction. Change one part at a time when you want to understand its effect.

A date limit, language filter or publication-type restriction can remove relevant material. Record why each is appropriate to the assignment instead of treating fewer hits as proof of a better search. Preserve earlier searches in the log so a later decision can be traced. A result count reports an observation, not quality, completeness or support for the argument you hope to make.

Supporting reading: [3] [4]

Move from retrieved records to checked evidence

Retrieving a record is the beginning of source evaluation. Verify its identity, obtain the text you need and inspect whether its relevant passage addresses the question. A title, an abstract or an AI summary may help you decide what to read, but neither a matching keyword nor a generated answer establishes support for a particular claim.

Use the annotated bibliography template to summarize and assess individual sources. Use the literature matrix to compare methods, findings and limits across readings. Keep the search log alongside those records: it explains how a source was found, while the reading notes explain what it can actually support.

If course policy allows AI assistance, you can ask for candidate terminology and then check each suggestion against real records and database vocabulary. Do not report suggested references as retrieved papers, or a generated query as a completed search. For a formal evidence synthesis, discuss database coverage and search design with a librarian before treating this starting exercise as sufficient.

Supporting reading: [4]

Questions about this topic

What does the Boolean search strategy builder do?

It arranges your candidate terms into a generic expression: OR connects alternatives within a concept, and AND connects separate concepts. You choose the terms and adapt the expression to the selected database. The builder does not run searches or certify the strategy.

Can I paste the same search string into every database?

Check the target platform first. Phrase handling, field tags, truncation, proximity operators and subject headings can differ. Keep the generic plan, then record the exact query and filters actually submitted in each database.

What belongs in a literature search log?

Record the database and platform, date actually searched, submitted query, fields, filters, observed count and useful record identifiers. Note what you changed and why. Leave unperformed searches labeled as plans instead of supplying guessed results.

Does this builder produce a complete systematic review search?

No. Boolean structure is only one part of a search strategy. Database coverage, controlled vocabulary, translation, testing and review methods require further decisions. Ask a librarian about a formal evidence synthesis and keep its protocol requirements separate from this coursework exercise.

Sources and editorial notes

The supporting reading below informs our editorial guidance. Exercises and scenarios illustrate a method; they do not report a completed product test or measured learning outcome. Read our editorial policy or send a correction with a supporting source to info@ai-essay.com.

  1. MIT Libraries: Database Search Tips — Boolean operators
  2. Cornell University Library: Write a Search Strategy
  3. Cornell University Library: Translate Search Strategies
  4. Cornell University Library: Keywords and Search Strategies