Automation tools to support undertaking scoping reviews
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Objective: This paper describes several automation tools and software that can be considered during evidence synthesis projects and provides guidance for their integration in the conduct of scoping reviews. Study Design and Setting: The guidance presented in this work is adapted from the results of a scoping review and consultations with the JBI Scoping Review Methodology group. Results: This paper describes several reliable, validated automation tools and software that can be used to enhance the conduct of scoping reviews. Developments in the automation of systematic reviews, and more recently scoping reviews, are continuously evolving. We detail several helpful tools in order of the key steps recommended by the JBI's methodological guidance for undertaking scoping reviews including team establishment, protocol development, searching, de‐duplication, screening titles and abstracts, data extraction, data charting, and report writing. While we include several reliable tools and software that can be used for the automation of scoping reviews, there are some limitations to the tools mentioned. For example, some are available in English only and their lack of integration with other tools results in limited interoperability. Conclusion: This paper highlighted several useful automation tools and software programs to use in undertaking each step of a scoping review. This guidance has the potential to inform collaborative efforts aiming at the development of evidence informed, integrated automation tools and software packages for enhancing the conduct of high‐quality scoping reviews.
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Grey literature was searched.
“Grey literature was also searched as it has been found to be increasingly recognised as valuable sources of literature when conducting scoping reviews in recent years (27).”
From How is dysfunctional breathing characterised in the clinical literature? A scoping review (2026) · cites this paper as [27]
Section 4.3 (Step 3: Searching; page unavailable) recommends searching grey literature sources when conducting scoping reviews, supporting the citing sentence’s rationale for including them. It does not say that grey literature has become increasingly recognised as valuable in recent years. The statement that grey literature was searched describes the citing authors’ own method, not a finding attributed to this source. (LLM, conf=0.84)
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- Authors
- Khalil, H., Pollock, D., McInerney, P., Evans, C., Moraes, E. B., Godfrey, C. M., Alexander, L., Tricco, A., Peters, M. D. J., Pieper, D., Saran, A., Ameen, D., Taneri, P. E., & Munn, Z.
- Affiliations
- La Trobe University (AU)
- The University of Adelaide (AU)
- University of the Witwatersrand (ZA)
- University of Nottingham (GB)
- Nursing School, Department of Nursing Fundamentals and Administration Federal Fluminense University Rio de Janeiro Brazil
- Queen's University (CA)
- Robert Gordon University (GB)
- St. Michael's Hospital (CA)
- University of South Australia (AU)
- Medizinische Hochschule Brandenburg Theodor Fontane (DE)
- Campbell South Asia India
- Monash University (AU)
- HRB‐Trials Methodology Research Network, College of Medicine, Nursing and Health Sciences University of Galway Galway Ireland
- Corresponding author
- Khalil, Hanan
- ORCID
- Venue
- Research Synthesis Methods
- Publisher
- Wiley
- Published
- 2024-06-17
- Volume
- 15
- Issue
- 6
- Pages
- 839-850
- ISSN
- 1759-2879 (ISSN-L)
- 1759-2887
- OpenAlex
- W4399722064
- Cited by
- 43
- References
- 70
- Citations by year
- 2026: 20 · 2025: 20 · 2024: 3
- FWCI
- 12.00
- Type
- journal article
- Language
- en
- Open access
- hybrid
- doi.org
- Licence
- Locations
- Research Synthesis Methods (publishedVersion, cc-by)
- PubMed (publishedVersion)
- Repository@Nottingham (University of Nottingham) (publishedVersion, other-oa)
- Repository@Nottingham (University of Nottingham) (submittedVersion, cc-by)
- Open Access Institutional Repository at Robert Gordon University (Robert Gordon University) (submittedVersion, cc-by)
- UniSA Research Outputs Repository (University of South Australia) (submittedVersion, other-oa)
- Figshare (submittedVersion, cc-by)
- Funders
- La Trobe University
- National Health and Medical Research Council (1195676)
- Topics
- Social Sciences › Decision Sciences › Statistics, Probability and Uncertainty › Meta-analysis and systematic reviews
- Social Sciences › Decision Sciences › Statistics, Probability and Uncertainty › scientometrics and bibliometrics research
- Health Sciences › Health Professions › General Health Professions › Health Sciences Research and Education
- Keywords
- scoping review, automation tools, computer software, evidence synthesis, systematic review automation, literature searching, data deduplication, title and abstract screening, data extraction, report writing, interoperability
- MeSH terms
- Scoping Reviews As Topic, Scoping Reviews as Topic, Automation, Humans, Research Design, Review Literature as Topic, Software, Reproducibility of Results, Information Storage and Retrieval
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