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Methodological quality of case series studies: an introduction to the JBI critical appraisal tool
Abstract
INTRODUCTION: Systematic reviews provide a rigorous synthesis of the best available evidence regarding a certain question. Where high-quality evidence is lacking, systematic reviewers may choose to rely on case series studies to provide information in relation to their question. However, to date there has been limited guidance on how to incorporate case series studies within systematic reviews assessing the effectiveness of an intervention, particularly with reference to assessing the methodological quality or risk of bias of these studies. METHODS: An international working group was formed to review the methodological literature regarding case series as a form of evidence for inclusion in systematic reviews. The group then developed a critical appraisal tool based on the epidemiological literature relating to bias within these studies. This was then piloted, reviewed, and approved by JBI's international Scientific Committee. RESULTS: The JBI critical appraisal tool for case series studies includes 10 questions addressing the internal validity and risk of bias of case series designs, particularly confounding, selection, and information bias, in addition to the importance of clear reporting. CONCLUSION: In certain situations, case series designs may represent the best available evidence to inform clinical practice. The JBI critical appraisal tool for case series offers systematic reviewers an approved method to assess the methodological quality of these studies.
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“We consider to use the ROB II tool 22 for RCTs and the ROBINS-I tool 23 for quasiexperimental and controlled cohort studies. Uncontrolled cohort studies were assessed using a tool, developed by our team, to assess the risk of bias in series of subjects exposed to an intervention (see Supplementary Appendix 3). Case series were evaluated using the Joanna Briggs Institute checklist 24.”
From Efectividad del tratamiento de la sífilis gestacional en el último trimestre sobre la incidencia de sífilis congénita: revisión sistemática y metanálisis (2025) · cites this paper as [24]
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Self-citationJBI's Systematic Reviews: Study Selection and Critical Appraisal
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Self-citationIn Defense of Case Reports and Case Series
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Self-citationThe updated Joanna Briggs Institute Model of Evidence-Based Healthcare
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Soto-Fajardo, C., Cervantes-Ramírez, R.-E., Montiel-Castañeda, C.-V., Morales-Meza, A.-R., Rojas-Abarca, D.-I., Sánchez-Zamudio, F.-B., Sandoval, H., & Pineda, C. (2026) · Frontiers in Immunology · doi:10.3389/fimmu.2026.1767181 · Cited by 2
Hyaluronic acid fillers in systemic sclerosis and localized scleroderma: A systematic review
Gkouvi, A., Liapis, N. M., Zafiriou, E., Bogdanos, D. P., Katsiari, C. G., & Simopoulou, T. (2026) · Autoimmunity Reviews · doi:10.1016/j.autrev.2026.104009 · Cited by 2
Alviz, L. F., Kim, C. Y., Benevides-Tadinac, A. C., Roberts, J. A., Monette, L. E., Harrer, C. E., Varela, F. J., Hwang, S. A., Gebresilassie, B. M., Balcarce, P., et al. (2026) · BMC Medicine · doi:10.1186/s12916-026-04698-y · Cited by 2
“For the included observational studies, the tools used to assess the risk of bias were Newcastle–Ottawa Cohort for cohort studies [22]; Newcastle– Ottawa CC for case–control studies [23]; JBI Checklist for case series studies [24]; and AXIS tool for cross-sectional studies [25].”
Sabri, N. A. M., Mansor, M., Hamzah, S. N. S., & Rahim, N. A. (2026) · The Egyptian Journal of Otolaryngology · doi:10.1186/s43163-026-01052-0 · Cited by 2
Non-Substance Addictive Behaviors Among People with Intellectual Disability: A Systematic Review
García‐Aller, J. A., García–Fernández, G., Fernández, E., Bernaldo‐de‐Quirós, M., Udeanu, A., & Gómez, L. E. (2026) · International Journal of Mental Health and Addiction · doi:10.1007/s11469-026-01640-4 · Cited by 2
Organ failure type in fatal and near-fatal anaphylaxis: a systematic review
McKenzie, B. A., Marshall, S. D., Sanci, L. A., Poonian, J., Nair, R., Selman, C. J., & Douglass, J. A. (2026) · BMJ Open · doi:10.1136/bmjopen-2025-108996 · Cited by 2
“Risk of bias was assessed for case series using the JBI assessment tool 18 with a scoring system identifying high and lower risk of bias (online supplemental appendix table 4).”
Frota, T. Q., Fontenelle, L. M. A. R., & Rodrigues, C. L. (2026) · Lupus · doi:10.1177/09612033261435924 · Cited by 2
Delay in malaria care-seeking for children under five in Africa: a systematic review
Amoadu, M., Alhassan, A., & ODOOM, E. (2026) · Malaria Journal · doi:10.1186/s12936-026-05868-2 · Cited by 2
Atay, İ., Eröz, E., Korucu, B., Oktan, M. A., Bildacı, Y. D., Değer, S. M., Cavdar, C., & Heybeli, C. (2026) · Acta Clinica Belgica · doi:10.1080/17843286.2026.2642796 · Cited by 2
“For case series, we used the Joanna Briggs Institute tool [24].”
Jordan, P., Waddington, H. L., Hammond, M., Uljarević, M., Sainsbury, W. J., & Tupou, J. (2026) · Autism · doi:10.1177/13623613261433132 · Cited by 2
“Study quality was assessed using the Joanna Briggs Institute (JBI) Critical Appraisal Checklists (Munn et al., 2020).”
A systematic review of penetrating injuries to the superior sagittal sinus across two centuries
Prince, J. E., Yangı, K., Qureshi, K., Goyal, M., Olson, J. T., Gok, E., & Preul, M. C. (2026) · Frontiers in Neurology · doi:10.3389/fneur.2026.1789736 · Cited by 2
“Thirty-five studies were evaluated using the JBI tool for case reports (57), and 4 studies were evaluated using the JBI tool for case series (58).”
Burns, K., van Rensburg, C., Bloom, S., Villanueva, C., Ikihele, A., Blow, N., Vogranic, A., Crone, E. M., du Toit, C., Panisset, M. G., et al. (2026) · Journal of Medical Internet Research · doi:10.2196/89596 · Cited by 2
“This review was based on the Arksey and O’Malley framework for scoping reviews [23,24] and was informed by contemporary guidance from the Joanna Briggs Institute [25].”
Osei, E. P., Ekpor, E., Akyirem, S., Olanrewaju, F., Osei, G. Y., Kusi, V. B., Adawudu, E. A., Boahen, D. A., & Boakye, M. D. S. (2026) · Diabetes Research and Clinical Practice · doi:10.1016/j.diabres.2026.113452 · Cited by 2
Nandyal, S., & Dhanyal, S. S. (2022) · Computer Methods in Biomechanics and Biomedical Engineering Imaging & Visualization · doi:10.1080/21681163.2022.2114944 · Cited by 2
Griffith, L. E., Ali, M. U., Andreacchi, A. T., Loeb, M. B., Kenny, M., Joshi, D., Mokashi, V., Irshad, A., Ulrich, A. K., Basta, N. E., et al. (2022) · PLoS ONE · doi:10.1371/journal.pone.0273578 · Cited by 2
Martins, C. R. N. B., Escoval, A., Lopes, M. J., Mendonça, S. M. S., & da Fonseca, C. J. V. (2023) · International Journal of Environmental Research and Public Health · doi:10.3390/ijerph20054504 · Cited by 2
Metadata
- Authors
- Munn, Z., Barker, T. H., Moola, S., Tufanaru, C., Stern, C., McArthur, A., Stephenson, M., & Aromataris, E.
- Affiliations
- The University of Adelaide (AU)
- Corresponding author
- Barker, Timothy Hugh
- ORCID
- Venue
- JBI Database of Systematic Reviews and Implementation Reports
- Published
- 2019-09-23
- Volume
- Publish Ahead of Print
- Issue
- 10
- Pages
- 2127-2133
- ISSN
- 2202-4433 (ISSN-L)
- OpenAlex
- W2974663997
- Cited by
- 1,581
- References
- 31
- Citations by year
- 2026: 404 · 2025: 392 · 2024: 317 · 2023: 230 · 2022: 142 · 2021: 83 · 2020: 13
- FWCI
- 39.81
- Type
- journal article
- Language
- en
- Open access
- closed
- Locations
- The JBI Database of Systematic Reviews and Implementation Reports (publishedVersion)
- PubMed (publishedVersion)
- Adelaide Research & Scholarship (AR&S) (University of Adelaide) (submittedVersion)
- Topics
- Social Sciences › Decision Sciences › Statistics, Probability and Uncertainty › Meta-analysis and systematic reviews
- Physical Sciences › Mathematics › Statistics and Probability › Statistical Methods in Epidemiology
- Health Sciences › Nursing › Research and Theory › Methodologies in Health Research and Practice
- Keywords
- methodological quality, risk of bias, critical appraisal tools, internal validity, confounding, selection bias, information bias, reporting quality, evidence synthesis, systematic reviews
- MeSH terms
- Systematic Reviews as Topic, Research Design, Bias
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