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Scoping Reviews

This guide provides a step by step breakdown of how to conduct a scoping review and how librarians can assist in the process.

Partner with a Librarian

The JBI manual strongly recommends that a librarian be involved with the creation of scoping review search strategies.  We recommend you work with a librarian during the planning and searching phase of your scoping review. 

 

Partnering with a librarian

  • Saves researchers time
  • Ensure a comprehensive and rigorous search
  • Gets maximum retrieval of relevant articles
  • Minimizes article screening time by excluding non-relevant articles from the search strategy

Develop a chart of search terms

Turning a research question into a search string is a multi-stepped process:

  1. Break down your research question into searchable concepts
  2. Write down a list of keywords and synonyms for each concept
  3. Map each concept to relevant controlled vocabularies for each database (such as MeSH)

As you do test searches and read more relevant literature, you will be able to add additional keywords to your search concepts. It is recommended that you reach out to a librarian for assistance in generating keywords and mapping concepts to a controlled vocabulary.

Example Research question: Does obesity lead to heart disease and strokes?

Topic Keywords
Natural language
Pubmed
MeSH
CINAHL
Subject Headings
Academic Search Complete
Subject Terms
obesity obesity
overweight
obese
morbidly obese
"Obesity"[Mesh]
"Obesity, Morbid"[Mesh]
(MH "Obesity")
(MH "Obesity, Morbid")
DE "OBESITY"
DE "MORBID obesity"
heart disease heart disease
cardiac diseases
heart disorders
cardiovascular
"Heart Diseases"[Mesh] (MH "Heart Diseases") DE "HEART diseases"
stroke stroke
cerebrovascular accidents
"Stroke"[Mesh] (MH "Stroke") DE "STROKE"

Document Inclusion & Exclusion Criteria

It is important to finalize your inclusion and exclusion criteria after finalizing your research question but before developing your search strategy. Well-defined inclusion/exclusion criteria

  • Reduce bias in the review
  • Help craft a more targeted search strategy

Types of criteria could include

  • Type of study participants
  • Study design
  • Intervention of interest
  • Outcomes of interest
  • Study setting
  • Type of publication
  • Date of publication
  • Language of publication

Compile a list of Exemplar Articles

When you are first refining your research topic and looking at the literature, you will most likely come across articles of interest that you know should be included in your review. These are referred to as exemplar articles. Exemplar articles can be used to test your search strategy and ensure that your search strategy is retrieving the kinds of literature you want to include in the review. In addition, citation chasing from exemplar articles is a great way to identify additional relevant literature. See below for some tools that can take advantage of your exemplar articles.

Choose databases & grey literature resources to search

Databases

A scoping review aims to review as much of the literature as possible to minimize bias. As such, it is recommended that at least 3 databases are searched for a scoping review. 

As PubMed/MEDLINE excludes newer journals and health sciences disciplines, additional databases must be used to minimize publication bias. A librarian can suggest additional databases relevant to your research topic. See below for a video demonstrating how to use the library website to find databases relevant to your research topic.

Gray Literature

Gray literature is a term used to describe all sources of research or research-related literature that exists outside of peer-reviewed, academic journal articles.

Examples of grey literature include: conference abstracts, presentations, proceedings; regulatory data; unpublished trial data; government publications; reports (such as white papers, working papers, and internal documentation); dissertations/theses; patents;  and policies & procedures.

Why Search Gray Literature?

  • To find information not available in traditional publication outlets
  • To reduce publication bias in your results
  • To get a complete picture of your research topic

Avoid Repetition of Recently Published Reviews of the Same Topic

During the planning stage, it is recommended that the team searches for existing systematic and scoping reviews on related topics. This helps to ensure that you are not duplicating an existing review (a review older than 10 years old can be updated), and can also be used to help inform the search strategy and inclusion/exclusion criteria you can use in your own review. Related reviews can help you generate search terms and identify databases and journals of relevance to your topic. In addition, viewing the citations of those reviews might help you identify relevant research.

Many databases include search filters or limiters that will limit your search to just systematic reviews. If that is not available, searching for the phrase "systematic review"  and "scoping review" in the title of your search results will also work.

Build your Search

Once all terms have been identified, you need to put them together in a search string. You can export your search strategy in addition to the results, to use in your search documentation.

A search string will generally look like:

(Topic A term 1 OR Topic A term 2) AND (Topic B term 1 OR Topic B term 2) AND (Topic C term 1 OR Topic C term 2)

If searching PubMed with our example research question, the search string would look like:

(obesity OR overweight OR obese OR "morbidly obese" OR "Obesity"[Mesh] OR "Obesity, Morbid"[Mesh]) AND ("heart disease" OR "cardiac diseases" OR "heart disorders" OR cardiovascular OR "Heart Diseases"[Mesh]) AND (stroke OR "cerebrovascular accidents" OR "Stroke"[Mesh])

The search string above was developed for PubMed. When adapting the string for another database, you want to have the strings operate as similarly as possible. You would replace the MeSH terms with the controlled vocabulary of the other databases used.

The search string above is searching with both keywords and MeSH terms. The MeSH terms will be searched in the MeSH field. The keywords will be searched in all fields, like the title, abstract, journal name, etc.

Translate your Search

In a systematic search, you will need to keep the search as similar as possible between different databases. In practice, you should only need to change a few things for each database:

  • Applying consistent search limiters to each database
  • Searching the same fields in each database
  • Applying the controlled vocabulary of each database

As experts in database searching, librarians can help you translate your search string between different databases.

Citation Chasing

Citation chasing is a technique you can use to identify relevant literature that may be missed in traditional systematic search methods. Citation chasing uses the citations of relevant articles to identify additional articles of relevance. 

Citation Chasing Process

  1. Identify highly relevant articles for your review
    1. Consider using your exemplar articles
  2. Review the references of your chosen articles
  3. Identify articles relevant to your review and include them in the screening process
  4. Review articles that have cited your chosen articles
  5. Identify articles relevant to your review and include them in the screening process

There are some helpful tools that can streamline and automate this process.

PRISMA-S for Search Reporting

The PRISMA-S Extension documents all the required elements needed in your final, published article to ensure that your search is transparent and reproducible. It is recommended that you familiarize yourself with the checklist before finalizing your search strategy to ensure you document all the necessary information.