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Diagnostic procedures in infrared thermography for the human face: a scoping review protocol

ABSTRACT

Purpose:

to present the scoping review protocol that will describe the diagnostic procedures used in infrared thermography to evaluate the human face.

Methods:

based on the Joanna Briggs Institute and PRISMA-ScR checklist, with the mnemonic: population (P) - human face, concept (C) - infrared thermography, and context (C) - diagnostic procedures in infrared thermography for the human face. The methodological structure will have six stages. The PubMed, LILACS, SciELO, BBO, Web of Science, EMBASE, Scopus, Cochrane Library, and Grey Literature Report databases will be searched, with no restriction on time or language. The review will include qualitative and quantitative studies. Two reviewers will independently select studies and extract data. Results will be analyzed using a variable approach.

Conclusion:

this scoping review protocol followed the methodological precepts and is apt to be carried out. It will serve as the basis for other scoping reviews. Conducting a scoping review is important and the prior publication of the scoping review protocol is essential to make the review process transparent.

Keywords:
Review; Methods; Thermography; Face

RESUMO

Objetivo:

apresentar um protocolo de revisão de escopo para identificar os procedimentos diagnósticos utilizados na termografia infravermelha para a avaliação da face humana.

Métodos:

baseado no The Joanna Briggs Institute e no checklist PRISMA-ScR, com o mnemônico: população (P) - face humana, conceito (C) - termografia infravermelha e contexto (C) - procedimentos diagnósticos na termografia infravermelha para a região da face humana. A estrutura metodológica consistirá em seis etapas. As bases de dados consultadas serão o PubMed, LILACS, SciELO, BBO, Web of Science, Embase, Scopus, Cochrane Library e Grey Literature Report. A busca será realizada sem delimitação temporal ou restrição de idioma. A revisão incluirá estudos qualitativos e quantitativos. Dois revisores selecionarão os estudos independentemente e extrairão os dados. Os resultados serão analisados utilizando uma abordagem variável.

Conclusão:

este protocolo de revisão de escopo seguiu os preceitos metodológicos e se encontra em condições de execução, servindo também como base para outras revisões de escopo. A realização de uma revisão de escopo é importante e a prévia publicação do protocolo de revisão de escopo fundamental, pois tem a finalidade de trazer transparência ao processo a ser realizado.

Descritores:
Revisão; Métodos; Termografia; Face

INTRODUCTION

Infrared thermography (IRT) is a noninvasive, painless, quick technique with no contraindications or side effects used to diagnose physiological dysfunctions. It makes it possible to assess and quantify temperature variations and follow up on rehabilitation, encompassing the craniofacial area11. Amorin AM, Barbosa JS, Freitas APLF, Viana JEF, Vieira LEM, Suassuna FCM et al. Termografia infravermelha na Odontologia. HU Revista. 2018;44(1):15-22. https://doi.org/10.34019/1982-8047.2018.v44.13943.
https://doi.org/10.34019/1982-8047.2018....

2. Haddad DS, Brioschi ML, Arita ES. Thermographic and clinical correlation of myofascial trigger points in the masticatory muscles. Dentomaxillofac Radiol. 2012;41(8):621-9. https://doi.org/10.1259/dmfr/98504520. PMID: 23166359.
https://doi.org/10.1259/dmfr/98504520...

3. Haddad DS, Brioschi ML, Baladi MG, Arita ES. A new evaluation of heat distribution on the facial skin surface by infrared thermography. Dentomaxillofac Radiol. 2016;45(4):20150264. https://doi.org/10.1259/dmfr.20150264. PMID: 26891669.
https://doi.org/10.1259/dmfr.20150264...
-44. Presídio LR, Wanderley FGG, Medrado ARAP. Uso da termografia infravermelha na Odontologia e suas especialidades: uma revisão sistemática. Rev Bahiana Odontol. 2016;7(2):155-65. https://doi.org/10.17267/2238-2720.
https://doi.org/10.17267/2238-2720...
. The technique’s specificity, sensitivity, and image resolution have evolved, especially for the face, but there is still a lack of studies with good methodological quality for diagnosis and/or rehabilitation11. Amorin AM, Barbosa JS, Freitas APLF, Viana JEF, Vieira LEM, Suassuna FCM et al. Termografia infravermelha na Odontologia. HU Revista. 2018;44(1):15-22. https://doi.org/10.34019/1982-8047.2018.v44.13943.
https://doi.org/10.34019/1982-8047.2018....
,44. Presídio LR, Wanderley FGG, Medrado ARAP. Uso da termografia infravermelha na Odontologia e suas especialidades: uma revisão sistemática. Rev Bahiana Odontol. 2016;7(2):155-65. https://doi.org/10.17267/2238-2720.
https://doi.org/10.17267/2238-2720...
.

IRT use for face images began with dental studies, which is a field correlated with the speech-language-hearing sciences, particularly regarding oral-motor control. This technology helps assess and follow up on orofacial aspects, more specifically temporomandibular disorders (TMDs) and their consequences to mastication22. Haddad DS, Brioschi ML, Arita ES. Thermographic and clinical correlation of myofascial trigger points in the masticatory muscles. Dentomaxillofac Radiol. 2012;41(8):621-9. https://doi.org/10.1259/dmfr/98504520. PMID: 23166359.
https://doi.org/10.1259/dmfr/98504520...
,33. Haddad DS, Brioschi ML, Baladi MG, Arita ES. A new evaluation of heat distribution on the facial skin surface by infrared thermography. Dentomaxillofac Radiol. 2016;45(4):20150264. https://doi.org/10.1259/dmfr.20150264. PMID: 26891669.
https://doi.org/10.1259/dmfr.20150264...
,55. Haddad DS, Brioschi ML, Vardasca R, Weber M, Crosato EM, Arita ES. Thermographic characterization of masticatory muscle regions in volunteers with and without myogenous temporomandibular disorder: preliminary results. Dentomaxillofac Radiol. 2014;43(8):20130440. https://doi.org/10.1259/dmfr.20130440. PMID: 25144605.
https://doi.org/10.1259/dmfr.20130440...

6. Rodrigues-Bigaton D, Dibai-Filho AV, Packer AC, Costa AC, de Castro EM. Accuracy of two forms of infrared image analysis of the masticatory muscles in the diagnosis of myogenous temporomandibular disorder. J Bodyw Mov Ther. 2014;18(1):49-55. https://doi.org/10.1016/j.jbmt.2013.05.005. PMID: 24411149.
https://doi.org/10.1016/j.jbmt.2013.05.0...

7. de Melo DP, Bento PM, Peixoto LR, Martins SKLD, Martins CC. Is infrared thermography effective in the diagnosis of temporomandibular disorders? A systematic review. Oral Surg Oral Med Oral Pathol Oral Radiol. 2019;127(2):185-92. https://doi.org/10.1016/j.oooo.2018.09.006. PMID: 30482738.
https://doi.org/10.1016/j.oooo.2018.09.0...
-88. Machoy M, Szyszka-Sommerfeld L, Rahnama M, Koprowski R, Wilczynski S, Wozniak K. Diagnosis of temporomandibular disorders using thermovision imaging. Pain Res Manag. 2020;2020:5481365. https://doi.org/10.1155/2020/5481365. PMID: 33282037.
https://doi.org/10.1155/2020/5481365...
.

A literature review on dental studies points out that the technique helps diagnose and plan treatment of orofacial changes, postoperative follow-up, and TMDs11. Amorin AM, Barbosa JS, Freitas APLF, Viana JEF, Vieira LEM, Suassuna FCM et al. Termografia infravermelha na Odontologia. HU Revista. 2018;44(1):15-22. https://doi.org/10.34019/1982-8047.2018.v44.13943.
https://doi.org/10.34019/1982-8047.2018....
. These data are corroborated by a systematic review that reports thermal oscillations in studies on TMD and masticatory muscle impairments44. Presídio LR, Wanderley FGG, Medrado ARAP. Uso da termografia infravermelha na Odontologia e suas especialidades: uma revisão sistemática. Rev Bahiana Odontol. 2016;7(2):155-65. https://doi.org/10.17267/2238-2720.
https://doi.org/10.17267/2238-2720...
. An integrative review with the same purpose was recently published99. Cavalcanti KPS, Silva HFV, Suassuna FCM, Lima RBW, Silva TVS, Lima MP et al. Aplicabilidade de termografia infravermelha na odontologia: uma revisão integrativa. Res Soc Dev. 2021;10(8):e40210817479. http://dx.doi.org/10.33448/rsd-v10i8.17479.
http://dx.doi.org/10.33448/rsd-v10i8.174...
, citing IRT as a complement to laboratory and TMD diagnosis and treatment examinations. A bibliometric review1010. Noronha JH, Haddad DS, Arita ES, Neves EB. Thermography in dentistry: a bibliometric review. Braz J Hea Rev. 2022;5(2):5049-72. https://doi.org/10.34119/bjhrv5n2-092.
https://doi.org/10.34119/bjhrv5n2-092...
presents the main recommendations regarding orofacial pain (myogenous and arthrogenous TMD and neuropathies), endodontics (inflammatory toothache), dental implant (osseointegration), and postoperative care.

In the speech-language-hearing sciences, especially regarding structural and functional aspects of the stomatognathic system, recent national publications analyzed orofacial muscles associating them with IRT analysis1111. Barbosa MDG, Castelo PM, Ferreira CLP, Haddad DS, Chiari BM, Santana MV et al. Congenital heart disease in children: orofacial myofunctional aspects, eating behavior and facial temperature. Int J Pediatr Otorhinolaryngol. 2020;131:109883. https://doi.org/10.1016/j.ijporl.2020.109883. PMID: 31968274.
https://doi.org/10.1016/j.ijporl.2020.10...
,1212. Ferreira CLP, Castelo PM, Zanato LE, Poyares D, Tufik S, Bommarito S. Relation between oro-facial thermographic findings and myofunctional characteristics in patients with obstructive sleep apnoea. J Oral Rehabil. 2021;48(6):720-9. https://doi.org/10.1111/joor.13163. PMID: 33682155.
https://doi.org/10.1111/joor.13163...
. A study in the field of voice showed post-treatment changes in the skin temperature in the region of the larynx1313. Almeida ANS, Cunha DAD, Duarte BF, Guimarães BTL, Lucena JA, Pernambuco LA et al. Effect of vocal therapy associated with TENS in women with behavioral dysphonia. J Voice. 2020:S0892-1997(20)30284-8. https://doi.org/10.1016/j.jvoice.2020.07.035. PMID: 32863100.
https://doi.org/10.1016/j.jvoice.2020.07...
.

Concerning the face, an important national study identified, mapped, and quantified 28 anatomical thermal points in healthy adults, including muscles, commissures, and temporomandibular joints in frontal and lateral planes33. Haddad DS, Brioschi ML, Baladi MG, Arita ES. A new evaluation of heat distribution on the facial skin surface by infrared thermography. Dentomaxillofac Radiol. 2016;45(4):20150264. https://doi.org/10.1259/dmfr.20150264. PMID: 26891669.
https://doi.org/10.1259/dmfr.20150264...
. The members of the American Academy of Thermology and the Brazilian Thermology Association recently developed and published a guideline to help perform IRT imaging to assess patients with oral and systemic health complaints1414. Getson P, O'Young B, Brioschi M, Haddad D, Campbell J, Horner C et al. Guidelines for dental-oral and systemic health infrared thermography - 2019 edition. Pan Am j med thermol. 2022;5:41-55. http://dx.doi.org/10.18073/pajmt.2018.5.41-55.
http://dx.doi.org/10.18073/pajmt.2018.5....
.

No scoping review has been published so far on IRT diagnostic procedures for the human face. A search was conducted in the Cochrane Database of Systematic Reviews, Joanna Briggs Institute (JBI) Evidence Synthesis, and MEDLINE/PubMed in May 2022. Previous reviews highlight procedures for the human body but do not refer to the head and neck area. A scoping review in this area is essential to understand the characteristics of the diagnostic procedures that have been used in IRT assessment of the face, considering the specificities of this region. Surveying the procedures will help guide clinical application and scientific research. Before developing a scoping review, its protocol should be first created to ensure a transparent process1515. Peters MDJ, Godfrey CM, McInerney P, Soares CB, Khalil H, Parker D. The Joanna Briggs Institute reviewers' manual 2015: methodology for JBI scoping reviews. Adelaide, SA Australia: The Joanna Briggs Institute, 2015:24.

16. Peters MDJ, Godfrey CM, McInerney P, Munn Z, Tricco AC, Khalil H. Chapter 11: scoping reviews (2020 version). In: Aromataris E, Munn Z, editors. JBI Manual for Evidence Synthesis, Australia, University of Adelaide, JBI, 2020 JBI.
-1717. Lew HL, Kahili-Heede MK, Mashima P, Hou WH. Conducting a scoping review in physical medicine and rehabilitation. Am J Phys Med Rehabil. 2022;101(2):172-8. https://doi.org/10.1097/PHM.0000000000001763. PMID: 33852490.
https://doi.org/10.1097/PHM.000000000000...
.

Given the references approached above and the need to understand the procedures that have been used, this study aimed to present the protocol of a scoping review to identify IRT diagnostic procedures to assess the human face.

METHODS

This study is a scoping review protocol, without any direct involvement of participants and with a secondary analysis of previously published literature. Hence, it was exempted from approval of the originating institution’s research ethics committee. Since health review registers do not allow for scoping reviews, the instruction is to publish the protocol in a scientific journal or register it on another platform1616. Peters MDJ, Godfrey CM, McInerney P, Munn Z, Tricco AC, Khalil H. Chapter 11: scoping reviews (2020 version). In: Aromataris E, Munn Z, editors. JBI Manual for Evidence Synthesis, Australia, University of Adelaide, JBI, 2020 JBI.. The protocol of this review was registered in the Open Science Framework on May 9, 2022 (osf.io/dq8bt). Scoping reviews are characteristically interactive and constructed throughout the process. Therefore, there may be changes in the methodological process described in this protocol; such changes will be reported in the scoping review, as instructed.

The methods developed for this scoping review protocol will follow the guidelines described by the Joanna Briggs Institute (JBI)1515. Peters MDJ, Godfrey CM, McInerney P, Soares CB, Khalil H, Parker D. The Joanna Briggs Institute reviewers' manual 2015: methodology for JBI scoping reviews. Adelaide, SA Australia: The Joanna Briggs Institute, 2015:24.,1616. Peters MDJ, Godfrey CM, McInerney P, Munn Z, Tricco AC, Khalil H. Chapter 11: scoping reviews (2020 version). In: Aromataris E, Munn Z, editors. JBI Manual for Evidence Synthesis, Australia, University of Adelaide, JBI, 2020 JBI. and those published by Arksey and O'Malley1818. Arksey H, O'Malley L. Scoping studies: towards a methodological framework. Int J Soc Res Methodol. 2005;8(1):19-32. https://doi.org/10.1080/1364557032000119616.
https://doi.org/10.1080/1364557032000119...
. The recommendations of the Preferred Reporting Items for Systematic Reviews and Meta-Analysis: Extension for Scoping Reviews (PRISMA-ScR)1919. Tricco AC, Lillie E, Zarin W, O'Brien KK, Colquhoun H, Levac D et al. PRISMA extension for scoping reviews (PRISMA-ScR): checklist and explanation. Ann Intern Med. 2018;169:467-73. https://doi.org/10.7326/M18-0850. PMID: 30178033.
https://doi.org/10.7326/M18-0850...
will also be used throughout the scoping review process.

JBI instructs the use of the PCC mnemonic: Population (P) - who makes up the sample and what are the characteristics of the research population; Concept (C) - what is the central issue to be examined; and Context (C) - which specific details are related to the population. Items approached in the PCC will define the scoping review title, objective, question, and inclusion/exclusion criteria. This study used PCC as described in Chart 1.

Chart 1
Mnemonic: Population, Concept, and Context

The methodological structure of the scoping review will have the following six stages1818. Arksey H, O'Malley L. Scoping studies: towards a methodological framework. Int J Soc Res Methodol. 2005;8(1):19-32. https://doi.org/10.1080/1364557032000119616.
https://doi.org/10.1080/1364557032000119...
,2020. Tricco AC, Antony J, Zarin W, Strifler L, Ghassemi M, Ivory J et al. A scoping review of rapid review methods. BMC Med. 2015;13:224. https://doi.org/10.1186/s12916-015-0465-6. PMID: 26377409.
https://doi.org/10.1186/s12916-015-0465-...
:

Stage 1: Identifying the review question.

Based on the authors’ survey and PCC strategy, the review question will be as follows: “What IRT diagnostic procedures are used to assess the human face?”.

Stage 2: Identifying relevant studies.

Search strategy

The search strategy will use key scoping review inclusion and exclusion criteria based on JBI1515. Peters MDJ, Godfrey CM, McInerney P, Soares CB, Khalil H, Parker D. The Joanna Briggs Institute reviewers' manual 2015: methodology for JBI scoping reviews. Adelaide, SA Australia: The Joanna Briggs Institute, 2015:24.,1616. Peters MDJ, Godfrey CM, McInerney P, Munn Z, Tricco AC, Khalil H. Chapter 11: scoping reviews (2020 version). In: Aromataris E, Munn Z, editors. JBI Manual for Evidence Synthesis, Australia, University of Adelaide, JBI, 2020 JBI., according to the PCC strategy. The keywords that will be used were listed upon the review team’s decision (EG, MC, EASS, GTBD, HKAS), based on the following MeSH terms for MEDLINE/PubMed: ‘thermography’, ‘temperature’, ‘body temperature’, ‘diagnostic imaging’, ‘thermal’, ‘infrared’, ‘imaging’ and ‘head’, ‘stomatognathic system’, ‘facial muscle’, ‘dentistry’, ‘mimetic muscles’, ‘facial’, ‘oral’ - with adaptations according to each database’s specific requirements.

The search will be conducted in the following databases: National Library of Medicine at the National Institutes of Health (PubMed); Latin American and Caribbean Health Sciences Literature (LILACS) via the Virtual Health Library Regional Portal (VHL); Scientific Electronic Library Online (SciELO) via SciELO Citation; Brazilian Dental Library (BBO), via VHL Regional Portal; Web of Science - Core Collection (Clarivate Analytics); EMBASE; Scopus; Cochrane Library, and Grey Literature Report. The search strategy is described in Chart 2.

Chart 2
Search strategy

Eligibility criteria

Studies will be included following PCC and the search strategy described in Chart 2, with no limits on participants’ ages or restrictions on time or language of publication. The review will include qualitative and quantitative studies, presented as original research articles (clinical trials, observational studies, or any other design), any types of reviews, theses, dissertations, and monographs, whose abstracts and full texts are available.

The grey literature will be also consulted in the Grey Literature Report database. If another study is found in the study references, it will also be included.

Studies whose full texts are unavailable, books, and book chapters will be excluded.

Stage 3: Study selection

Studies selected through the search strategies will be exported to EndNote reference management software (Clarivate Analytics, PA, USA), and duplicates will be removed.

Studies will be selected in two stages: 1) two independent blind reviewers (EASS, GTBD) will assess titles and abstracts and select for the next stage those that meet the eligibility criteria; 2) the authors (EASS, GTBD) will retrieve the full texts of studies selected in the previous stage and review them independently. The two reviewers (EASS, GTBD) will first discuss any divergence they may have in any of the stages. A third author (EG) will be consulted in case of discrepancies.

The study selection stages will be documented in a scoping review flowchart1515. Peters MDJ, Godfrey CM, McInerney P, Soares CB, Khalil H, Parker D. The Joanna Briggs Institute reviewers' manual 2015: methodology for JBI scoping reviews. Adelaide, SA Australia: The Joanna Briggs Institute, 2015:24.. It will present the search results, removed duplicates, study selection, and retrieval, studies added from a third search, and the number of final studies (Figure 1).

Figure 1
PRISMA flowchart for scoping reviews1515. Peters MDJ, Godfrey CM, McInerney P, Soares CB, Khalil H, Parker D. The Joanna Briggs Institute reviewers' manual 2015: methodology for JBI scoping reviews. Adelaide, SA Australia: The Joanna Briggs Institute, 2015:24.

Stage 4: Data mapping.

Two independent reviewers (EASS, GTBD) will extract data from the selected articles, filling out a table previously organized in Google Forms in a continuous updating process, as needed. The main information of the selected studies will be presented in a result chart with the author(s), year of publication, country of origin, study design, study objective(s)/purpose, sample (size, age, sex), region of the human face analyzed, camera used, setting/pick-up method (acclimation period [min], distance [m], room temperature [°C], and relative humidity [%]), image analysis method, interrater reliability, and conclusions.

Stage 5: Collection, summary, and report of results

Qualitative, quantitative, and mixed studies will be analyzed with a variable approach. Quantitative data will be extracted, tabulated, and presented through descriptive statistics (e.g., frequencies and means), and qualitative ones will be processed with thematic analysis. Results that answer the review question will be extracted and organized, describing which IRT methodologies are used to assess the human face. A flowchart will be developed as indicated for scoping reviews. Also, as it will be a scoping review, the methodological quality of the studies will not be assessed.

The scoping review will point out the implications of its results to social, political, clinical, and research aspects. It may also identify gaps in the studies, which will be analyzed to generate a more in-depth study for future research. Studies will be discussed based on the current literature and, especially, the guidelines on the topic.

Stage 6: Consultation (optional)

This is an optional but important stage to share knowledge, according to JBI. The product of this scoping review may be used as a methodological guide to other studies. The findings of this scoping review protocol will be publicized to the scientific community through a scoping review article.

DISCUSSION

The aim of scoping reviews also referred to as scoping studies, is to broadly map the evidence that sustains an area of research, surveying the sources available and all types of evidence1818. Arksey H, O'Malley L. Scoping studies: towards a methodological framework. Int J Soc Res Methodol. 2005;8(1):19-32. https://doi.org/10.1080/1364557032000119616.
https://doi.org/10.1080/1364557032000119...
,2121. Peters MDJ, Godfrey CM, Khalil H, McInerney P, Parker D, Soares CB. Guidance for conducting systematic scoping reviews. Int J Evid Based Healthc. 2015;13(3):141-6. https://doi.org/10.1097/XEB.0000000000000050. PMID: 26134548.
https://doi.org/10.1097/XEB.000000000000...

22. Peters MDJ, Marnie C, Colquhoun H, Garritty CM, Hempel S, Horsley T et al. Scoping reviews: reinforcing and advancing the methodology and application. Syst Rev. 2021;10(1):263. https://doi.org/10.1186/s13643-021-01821-3. PMID: 34625095.
https://doi.org/10.1186/s13643-021-01821...
-2323. Cordeiro L, Soares CB. Scoping review: potentialities for a synthesis of methodologies used in qualitative primary research. BIS, Bol. Inst. Saúde. 2019;20(2):37-43. https://doi.org/10.52753/bis.2019.v20.34471.
https://doi.org/10.52753/bis.2019.v20.34...
. They are useful because they examine recent areas, clarify concepts, and identify gaps2121. Peters MDJ, Godfrey CM, Khalil H, McInerney P, Parker D, Soares CB. Guidance for conducting systematic scoping reviews. Int J Evid Based Healthc. 2015;13(3):141-6. https://doi.org/10.1097/XEB.0000000000000050. PMID: 26134548.
https://doi.org/10.1097/XEB.000000000000...
. In the theoretical-methodological field, they also map the theories and methodologies that will ground future research2323. Cordeiro L, Soares CB. Scoping review: potentialities for a synthesis of methodologies used in qualitative primary research. BIS, Bol. Inst. Saúde. 2019;20(2):37-43. https://doi.org/10.52753/bis.2019.v20.34471.
https://doi.org/10.52753/bis.2019.v20.34...
.

The number of scoping reviews in the literature has increased in the last years, with essential improvements in the procedures and reports2020. Tricco AC, Antony J, Zarin W, Strifler L, Ghassemi M, Ivory J et al. A scoping review of rapid review methods. BMC Med. 2015;13:224. https://doi.org/10.1186/s12916-015-0465-6. PMID: 26377409.
https://doi.org/10.1186/s12916-015-0465-...
,2323. Cordeiro L, Soares CB. Scoping review: potentialities for a synthesis of methodologies used in qualitative primary research. BIS, Bol. Inst. Saúde. 2019;20(2):37-43. https://doi.org/10.52753/bis.2019.v20.34471.
https://doi.org/10.52753/bis.2019.v20.34...
,2424. Barbosa Filho VC, Tricco AC. Scoping review: a relevant methodological approach for knowledge synthesis in Brazil's health literature. Rev. Bras. Ativ. Fís. Saúde. 2019;24:1-6. https://doi.org/10.12820/rbafs.24e0082.
https://doi.org/10.12820/rbafs.24e0082...
. Given the inconsistent methods and unreliable results, JBI1515. Peters MDJ, Godfrey CM, McInerney P, Soares CB, Khalil H, Parker D. The Joanna Briggs Institute reviewers' manual 2015: methodology for JBI scoping reviews. Adelaide, SA Australia: The Joanna Briggs Institute, 2015:24.,1616. Peters MDJ, Godfrey CM, McInerney P, Munn Z, Tricco AC, Khalil H. Chapter 11: scoping reviews (2020 version). In: Aromataris E, Munn Z, editors. JBI Manual for Evidence Synthesis, Australia, University of Adelaide, JBI, 2020 JBI. issued a manual with guidelines to develop and carry out scoping reviews, keeping company to the PRISMA-ScR checklist1919. Tricco AC, Lillie E, Zarin W, O'Brien KK, Colquhoun H, Levac D et al. PRISMA extension for scoping reviews (PRISMA-ScR): checklist and explanation. Ann Intern Med. 2018;169:467-73. https://doi.org/10.7326/M18-0850. PMID: 30178033.
https://doi.org/10.7326/M18-0850...
and articles with the same purpose1717. Lew HL, Kahili-Heede MK, Mashima P, Hou WH. Conducting a scoping review in physical medicine and rehabilitation. Am J Phys Med Rehabil. 2022;101(2):172-8. https://doi.org/10.1097/PHM.0000000000001763. PMID: 33852490.
https://doi.org/10.1097/PHM.000000000000...
,1818. Arksey H, O'Malley L. Scoping studies: towards a methodological framework. Int J Soc Res Methodol. 2005;8(1):19-32. https://doi.org/10.1080/1364557032000119616.
https://doi.org/10.1080/1364557032000119...
,2222. Peters MDJ, Marnie C, Colquhoun H, Garritty CM, Hempel S, Horsley T et al. Scoping reviews: reinforcing and advancing the methodology and application. Syst Rev. 2021;10(1):263. https://doi.org/10.1186/s13643-021-01821-3. PMID: 34625095.
https://doi.org/10.1186/s13643-021-01821...
,2525. Levac D, Colquhoun H, O'Brien KK. Scoping studies: advancing the methodology. Implement Sci. 2010;5:69. https://doi.org/10.1186/1748-5908-5-69. PMID: 20854677.
https://doi.org/10.1186/1748-5908-5-69...
)-( 2828. Tricco AC, Lillie E, Zarin W, O'Brien K, Colquhoun H, Kastner M et al. A scoping review on the conduct and reporting of scoping reviews. BMC Med Res Methodol. 2016;9(16):15. https://doi.org/10.1186/s12874-016-0116-4. PMID: 26857112.
https://doi.org/10.1186/s12874-016-0116-...
. It is greatly important to follow adequate scoping review methodology, aligned with epistemological and theoretical assumptions2323. Cordeiro L, Soares CB. Scoping review: potentialities for a synthesis of methodologies used in qualitative primary research. BIS, Bol. Inst. Saúde. 2019;20(2):37-43. https://doi.org/10.52753/bis.2019.v20.34471.
https://doi.org/10.52753/bis.2019.v20.34...
.

The JBI manual1515. Peters MDJ, Godfrey CM, McInerney P, Soares CB, Khalil H, Parker D. The Joanna Briggs Institute reviewers' manual 2015: methodology for JBI scoping reviews. Adelaide, SA Australia: The Joanna Briggs Institute, 2015:24.,1616. Peters MDJ, Godfrey CM, McInerney P, Munn Z, Tricco AC, Khalil H. Chapter 11: scoping reviews (2020 version). In: Aromataris E, Munn Z, editors. JBI Manual for Evidence Synthesis, Australia, University of Adelaide, JBI, 2020 JBI. requires that a scoping review protocol be developed before carrying out the scoping review itself, as the protocol details the objectives and methods to carry out and publicize the review, ensuring a transparent process1717. Lew HL, Kahili-Heede MK, Mashima P, Hou WH. Conducting a scoping review in physical medicine and rehabilitation. Am J Phys Med Rehabil. 2022;101(2):172-8. https://doi.org/10.1097/PHM.0000000000001763. PMID: 33852490.
https://doi.org/10.1097/PHM.000000000000...
. Both JBI and PRISMA-ScR checklist instructs registering the protocol to ensure transparency (in tools such as the Open Science Framework). Moreover, they also consider making the protocol available to the scientific community in a publication1616. Peters MDJ, Godfrey CM, McInerney P, Munn Z, Tricco AC, Khalil H. Chapter 11: scoping reviews (2020 version). In: Aromataris E, Munn Z, editors. JBI Manual for Evidence Synthesis, Australia, University of Adelaide, JBI, 2020 JBI.,1717. Lew HL, Kahili-Heede MK, Mashima P, Hou WH. Conducting a scoping review in physical medicine and rehabilitation. Am J Phys Med Rehabil. 2022;101(2):172-8. https://doi.org/10.1097/PHM.0000000000001763. PMID: 33852490.
https://doi.org/10.1097/PHM.000000000000...
.

The JBI manual1515. Peters MDJ, Godfrey CM, McInerney P, Soares CB, Khalil H, Parker D. The Joanna Briggs Institute reviewers' manual 2015: methodology for JBI scoping reviews. Adelaide, SA Australia: The Joanna Briggs Institute, 2015:24.,1616. Peters MDJ, Godfrey CM, McInerney P, Munn Z, Tricco AC, Khalil H. Chapter 11: scoping reviews (2020 version). In: Aromataris E, Munn Z, editors. JBI Manual for Evidence Synthesis, Australia, University of Adelaide, JBI, 2020 JBI. points out some instructions. Reviews must have at least two reviewers to minimize bias. They suggest using the PCC mnemonic to define the title, objective, and methods to be approached. The title must clearly indicate it is a scoping review. The objective must clearly state the research question, identifying the PCC-based inclusion criteria.

In the Introduction, the authors cite theoretical aspects of the research question, including whether reviews are available approaching the topic, and justify the production of the scoping review. There must also be a preliminary search to ascertain that no scoping reviews or other types of reviews with the same purpose are found, indicating which databases were researched. If there is a review available, the new one must be justified1515. Peters MDJ, Godfrey CM, McInerney P, Soares CB, Khalil H, Parker D. The Joanna Briggs Institute reviewers' manual 2015: methodology for JBI scoping reviews. Adelaide, SA Australia: The Joanna Briggs Institute, 2015:24.,1616. Peters MDJ, Godfrey CM, McInerney P, Munn Z, Tricco AC, Khalil H. Chapter 11: scoping reviews (2020 version). In: Aromataris E, Munn Z, editors. JBI Manual for Evidence Synthesis, Australia, University of Adelaide, JBI, 2020 JBI..

The scoping review structure presented in the JBI manual1515. Peters MDJ, Godfrey CM, McInerney P, Soares CB, Khalil H, Parker D. The Joanna Briggs Institute reviewers' manual 2015: methodology for JBI scoping reviews. Adelaide, SA Australia: The Joanna Briggs Institute, 2015:24. is the one by Arksey and O'Malley1818. Arksey H, O'Malley L. Scoping studies: towards a methodological framework. Int J Soc Res Methodol. 2005;8(1):19-32. https://doi.org/10.1080/1364557032000119616.
https://doi.org/10.1080/1364557032000119...
, which is widely used in publications and has been improved2525. Levac D, Colquhoun H, O'Brien KK. Scoping studies: advancing the methodology. Implement Sci. 2010;5:69. https://doi.org/10.1186/1748-5908-5-69. PMID: 20854677.
https://doi.org/10.1186/1748-5908-5-69...
. It has six stages: (1) identifying the research question - it clarifies the research question and relates it to the objective; (2) identifying relevant studies - amplitude and coverage of the scoping review process; (3) selecting studies - an iterative approach to select studies and extract data; (4) mapping data - quantitative and qualitative summary; (5) collecting, summarizing, and reporting results - identifying the implications of the study to social/political, clinical, and research aspects; and (6) consulting (optional) - using consultation as a necessary component of the scoping review methodology.

The search strategy for the scoping review must be comprehensive to identify published and unpublished primary studies as well as any types of review. The reviewers must indicate language and time limits, if any. They recommend including a librarian or experienced reviewer in the group that will carry out the study. The JBI manual1515. Peters MDJ, Godfrey CM, McInerney P, Soares CB, Khalil H, Parker D. The Joanna Briggs Institute reviewers' manual 2015: methodology for JBI scoping reviews. Adelaide, SA Australia: The Joanna Briggs Institute, 2015:24. recommends a search strategy in three stages: 1) a limited initial search in at least two databases relevant to the topic, followed by a title and abstract analysis; 2) a full search with all keywords in all databases; 3) search for additional studies. They suggest informing that the authors may be contacted, if necessary.

Concerning results, the data extraction is named a chart of results, which aims to provide readers with a logical descriptive summary of the results, based on the objective and scoping review question. Along with data extraction, the authors must furnish a plan to present the results, which may be refined throughout the review. Results may be presented in a description and/or table - in this last case, a narrative summary must accompany the table. Qualitative data require descriptive analysis and presentation, and reviewers must not perform a thematic analysis/synthesis. As for quantitative data, the occurrence of concepts, characteristics, and so forth is presented1616. Peters MDJ, Godfrey CM, McInerney P, Munn Z, Tricco AC, Khalil H. Chapter 11: scoping reviews (2020 version). In: Aromataris E, Munn Z, editors. JBI Manual for Evidence Synthesis, Australia, University of Adelaide, JBI, 2020 JBI..

The table must be outlined during the protocol development, with information such as author, year, and relevant results to the scoping review. Moreover, the JBI manual1515. Peters MDJ, Godfrey CM, McInerney P, Soares CB, Khalil H, Parker D. The Joanna Briggs Institute reviewers' manual 2015: methodology for JBI scoping reviews. Adelaide, SA Australia: The Joanna Briggs Institute, 2015:24. suggests other important information reviewers may use: a) author(s), b) year of publication, c) origin/country of origin (where the study was published or carried out), d) objectives/purpose, e) study population and sample size (if applicable), f) methodology/methods, g) type of intervention, comparator, and their details (e.g., intervention duration) (if applicable), h) intervention duration (if applicable), i) results and details (if applicable), j) main findings related to the scoping review question(s).

CONCLUSION

This scoping review protocol was developed according to the methodological guidelines and is apt to be carried out. This article will also strengthen the methodological components of future studies that aim to review this topic and develop and validate protocols, including those related to the structures and functions of the stomatognathic system. It also contributes to practices based on scientific evidence.

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  • This study was conducted at the Universidade Federal de Pernambuco, Recife, Pernambuco, Brazil.
  • Financial support: Bolsa Pós-Doutorado Sênior (164202/2020-0) and Bolsa de Iniciação Científica (PIBIC) (49338/2021-0) of the Conselho Nacional de Desenvolvimento Científico e Tecnológico - CNPq. Support from the Coordenação de Aperfeiçoamento de Pessoal de Nível Superior - Brasil (CAPES) - Finance Code 001.

Publication Dates

  • Publication in this collection
    25 Sept 2023
  • Date of issue
    2023

History

  • Received
    27 Feb 2023
  • Accepted
    08 June 2023
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