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How to conduct a scoping review? A step-by-step guide with examples & tools
How to conduct a scoping review? A step-by-step guide with examples & tools

Learn how to conduct a scoping review effectively with our comprehensive guide. Discover the purpose, methodology, and tools like Litmaps to map literature and identify research gaps.

Mina avatar
Written by Mina
Updated over a week ago

Introduction

In today’s rapidly evolving research landscape, you need to stay informed about the breadth and scope of existing studies on any given topic. Among the various types of reviews, scoping reviews have gained significant attention for their ability to map the landscape of existing literature on a broad topic. But what exactly is a scoping review, and how does it differ from other types of reviews, like systematic reviews? More importantly, how can you conduct one effectively?

In this comprehensive guide, you’ll learn everything you need to know about scoping reviews, including their purpose, methodology, and practical steps to conduct one. Whether you’re a researcher, student, or professional, this article will equip you with the knowledge to leverage scoping reviews in your work.

What is a scoping review?

A scoping review is a type of research synthesis that allows you to map the existing literature on a broad topic, identify key concepts, theories, and evidence gaps, and clarify definitions or boundaries of a field. This approach is particularly useful when you need to understand key themes, trends, and research gaps in an under-researched area.

You should consider a scoping review when:

  • Is your topic complex or multi-disciplinary

  • The research area is emerging or poorly defined

  • You need to identify gaps in the literature

  • Your goal is to summarize and disseminate findings to stakeholders

Scoping review vs systematic review

While both scoping and systematic reviews help you synthesize research, they serve different purposes and require distinct approaches. The first explores the breadth of a topic, while the second focuses on depth and precise answers. Here’s how you can differentiate them:

Aspect

Scoping Review

Systematic Review

Purpose

Maps literature, identifies gaps, clarifies concepts

Answers specific research questions

Scope

Broad and exploratory

Narrow and focused

Research Question

Often broader and less defined

Specific and well-defined (e.g., PICO)

Quality Assessment

Not always required

Mandatory

Synthesis

Descriptive summary

Quantitative or qualitative synthesis

Outcome

Overview of evidence

Evidence-based conclusions

Differences between scoping review and systematic review

When do you perform a systematic review?

You should perform a systematic review when you have a specific, well-defined research question and need to synthesize high-quality evidence to inform decision-making, policy, or practice. Systematic reviews are ideal for answering focused questions, often using frameworks like PICO (Population, Intervention, Comparison, Outcome). They involve a rigorous process, including a comprehensive search, critical appraisal of study quality, and often a meta-analysis to pool results statistically. Use a systematic review when your topic has enough existing research and your goal is to draw evidence-based conclusions or quantify outcomes.

Systematic Review Example:

  • Research question: What are the applications of virtual reality in mental health treatment?

  • Why systematic review?: The question is specific, and the goal is to synthesize evidence to inform clinical practice or policy.

When do you perform a scoping review?

You should perform a scoping review when your topic is broad, complex, or emerging, and you need to map the existing literature, identify key concepts, or clarify definitions. Scoping reviews are exploratory and descriptive, making them ideal for understanding the scope of a field, identifying research gaps, or summarizing diverse evidence. They are particularly useful when the research area is underdeveloped, lacks high-quality studies, or requires clarification of terminology. Use a scoping review to provide an overview of the evidence and guide future research or systematic reviews.

Scoping Review Example:

  • Research question: What are the applications of virtual reality in mental health treatment?

  • Why scoping review?: The topic is broad, and the goal is to map the literature and identify gaps for future research.

How to conduct a scoping review

To conduct a scoping review, you need to follow a systematic approach to collect, organize, and summarize research findings. While less rigid than a systematic review, the process still requires structure to ensure transparency and reproducibility. Follow these steps in scoping review methodology to ensure your review is rigorous and impactful:

How to conduct a scoping review

How to conduct a scoping review?

1. Define your objective and research question

Start by clearly defining the purpose and scope of your scoping review. While scoping reviews are broader than systematic reviews, you still need a focused research question. Use frameworks like PCC (Population, Concept, Context) to structure your question:

  • Population: Who or what is the focus of your review?

  • Concept: What key concept or phenomenon are you exploring?

  • Context: What setting or context is relevant?

2. Develop a protocol

Outline your review process, including inclusion and exclusion criteria, search strategy, and data extraction methods. Create a protocol to outline the methodology and plan for your scoping review. This ensures transparency and reproducibility. Your protocol should include:

  • Research question and objectives

  • Inclusion and exclusion criteria

  • Search strategy

  • Data extraction methods

  • Synthesis approach

Publish your protocol in advance (e.g., on platforms like PROSPERO or Open Science Framework) to enhance credibility.

3. Search for relevant studies

Conduct a thorough search across multiple databases, journals, and other sources to gather relevant literature. You can use tools like Litmaps in addition to journals to simplify your literature search.

See how you can use Litmaps for easier literature reviews. 📚✨

4. Select studies for inclusion

Screen the titles, abstracts, and full texts of identified studies to determine their relevance. Apply your inclusion and exclusion criteria to screen and select studies for analysis.

5. Extract data

Collect key information from the selected studies, such as study details (author, year, location), key findings, gaps or limitations, objectives, and methods. Create a standardized data extraction form to ensure consistency.

6. Synthesize the findings and report the results

Unlike systematic reviews, scoping reviews do not typically involve meta-analysis. Instead, you’ll synthesize the findings descriptively. Organize the results into themes, categories, gaps, or frameworks to provide a clear overview of the evidence. Present your findings clearly using tables, charts, and narrative descriptions.

Tools and resources for scoping reviews

Use these tools and resources to conduct your scoping review effectively:

Scoping review examples

Scoping reviews are a powerful tool for exploring complex topics, mapping existing evidence, and identifying research gaps. They are used across a wide range of fields, from healthcare to education, environmental science, and technology. To help you understand how scoping reviews are applied in practice, here are some real-world examples of scoping reviews from various disciplines:

  1. Healthcare


    This scoping review examines the use of AI in healthcare, including diagnosis, treatment, and patient management. It discusses benefits like improved accuracy and efficiency, as well as ethical concerns such as data privacy and bias.


  2. The article explores various technologies, including virtual reality, telemedicine, and robotics, used to support mental health in older adults. By analyzing 350 studies and identifying 150 relevant ones, it maps key concepts highlights research gaps, and trends, demonstrating how scoping reviews provide broad overviews rather than narrow, precise answers.


  3. The article examines how 3D printing can enhance the learning of mathematical concepts such as geometry and calculus. By creating tangible models, this technology aids students in visualizing complex ideas, thereby fostering both mathematical understanding and design thinking.

  4. Business and Management
    Remote Work and Employee Productivity


    This scoping review explores the impact of remote work on employee productivity. It identified factors that influence productivity, such as technology, work-life balance, and communication tools. The review also highlighted the need for more research on the long-term effects of remote work on employee well-being and organizational performance.

Ready to conduct your own scoping review?

If you’re inspired by these examples and want to conduct your own scoping review, start by defining your research question and scope. Follow a structured methodology to ensure your review is rigorous and impactful. And don’t forget to share your findings to contribute to the advancement of knowledge in your field! You can use Litmaps to visualize, organize, and track the latest developments in your field with ease.
👉 Go to the Litmaps app and supercharge your scoping review today!


‍Conclusion

A scoping review is a valuable tool that helps you explore broad research topics, identify gaps in knowledge, and summarize existing evidence. Unlike systematic reviews, which provide in-depth answers to specific research questions, scoping reviews allow you to map the research landscape and guide future studies. By following a structured methodology, you ensure that your scoping review is transparent, reproducible, and useful for informing research, policy, and practice. Whether you are investigating an emerging area or seeking to understand the breadth of evidence on a topic, a scoping review empowers you to synthesize information and support informed decision-making. Whether you’re a seasoned researcher or a beginner, this guide equips you with the knowledge to conduct a scoping review effectively.

FAQ

  1. What are the 5 stages of a scoping review?

    • Define the research question (use the PCC framework).

    • Conduct a comprehensive literature search.

    • Screen and select studies using inclusion/exclusion criteria.

    • Extract data systematically.

    • Synthesize findings descriptively and report results.

  2. What is a scoping method?

    A scoping method is an exploratory approach to map literature, identify gaps, and clarify concepts in broad or emerging research areas. It focuses on breadth rather than depth.

  3. What is the difference between scoping and systematic review?

    • Scoping Review: Broad, exploratory, maps literature, no quality assessment.
    • Systematic Review: Narrow, answers specific questions, assesses study quality, often includes meta-analysis.

  4. What is a concept in a scoping review?

    A concept is the central idea or phenomenon being studied (e.g., telemedicine in a review about telemedicine for chronic diseases). It’s part of the PCC framework (Population, Concept, Context).

  5. How to set up a scoping review?

    • Define your research question (PCC framework).

    • Develop a protocol (search strategy, inclusion/exclusion criteria).

    • Search and screen studies.

    • Extract and synthesize data descriptively.

    • Report findings using PRISMA-ScR guidelines.

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