How to Conduct a Scoping Review

Jul 16, 2024

How to Conduct a Scoping Review

Introduction

  • Name: Gayle Davison, first-year PhD student
  • Institution: Queen's University Belfast
  • Purpose: Outline the steps to complete a scoping literature review

Definitions

  • Scoping Review: A form of knowledge synthesis addressing an exploratory research question aimed at mapping key concepts and types of evidence to outline gaps by systematically searching, selecting, and synthesizing existing knowledge.
  • Systematic Review: Focused question (e.g., effectiveness of treatment A vs. B), includes a protocol, quality checks, and detailed data extraction. Primarily quantitative.

Comparison: Scoping Review vs. Systematic Review

  • Systematic Review: Focused, quality assessment, and quantitative.
  • Scoping Review: Broad, flexible, minimal quality assessment, qualitative, maps evidence, identifies gaps, and can be a precursor to further research.

Evolution of Scoping Reviews

  • First significant publication: Arksey and O'Malley's paper in 2005.
  • Subsequent important publications: Levac, Colquhoun, O'Brien, and the Joanna Briggs Institute Reviewers’ Manual.
  • Increasingly popular due to usefulness in unfamiliar or underexplored topics.

Six-Step Methodological Framework

  1. Define the Research Question
  2. Find Relevant Articles
  3. Study Selection
  4. Data Extraction
  5. Clarity and Summarizing Results
  6. Consultation Exercise

Steps in Detail

Step 1: Define the Research Question

  • Combine a broad question with a specific context of inquiry.
  • Identify the population, concept, and context.
  • Consider the rationale and purpose of the study.
  • Iteratively refine the research question after piloting.

Step 2: Find Relevant Articles

  • Seek librarian advice.
  • Conduct preliminary search and pilot exercise.
  • Modify search strategy iteratively.
  • Consider inclusion of gray literature.
  • Use reference managers to organize and exclude duplicates.

Step 3: Study Selection

  • Set inclusion and exclusion criteria.
  • Modify criteria based on the iterative nature of the review.
  • Possibly set a deadline for study inclusion.
  • Consider using a second reviewer or consultation with peers and supervisors.
  • Use Prisma flow chart for documenting reviewed articles.

Step 4: Data Extraction

  • Create and refine a data charting form (e.g., using Excel).
  • Two reviewers recommended, but not always feasible.
  • Capture relevant information aligned with research aims.

Step 5: Clarity and Summarizing Results

  • Conduct numerical and qualitative analysis.
  • Report results in alignment with research questions and objectives.
  • Discuss implications for future research, practice, and policy.

Step 6: Consultation Exercise

  • Sometimes published separately; involves additional work.
  • Establish the purpose, compile preliminary findings, identify participants, and outline data collection strategy (e.g., focus groups, interviews).
  • Ensure knowledge transfer and analyze consultation data.

Practical Experience and Recommendations

  • Personal example: Scoping review on children's experiences of healthcare.
  • Iterative process with lightbulb moments leading to refinements.
  • Importance of defining key terms and narrowing focus.
  • Iterative adjustments to inclusion criteria, focus on qualitative data from primary subjects (children's quotations).

Tips for Success

  • Construct a research protocol of intent, be open to iterative refinements.
  • Talk to people regularly, even outside of academia.
  • Keep a research journal for reflections and plans.
  • Use organizational tools like Microsoft Office and reference managers.

Conclusion

  • Completing a scoping review is time-consuming but rewarding.
  • Stay organized, seek advice, and enjoy the process.

References Available on Request