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8 Mapeo sistemático

Según el artículo Systematic mapping studies in software engineering (2008), un systematic map study es:

A systematic mapping study provides a structure of the type of research reports and results that have been published by categorizing them and often gives a visual summary, the map, of its results. It often requires less effort while providing a more coarse-grained overview.

En este artículo también se explica la necesidad de realizar un mapeo sistemático (o una revisión sistemática):

As a research area matures there is often a sharp increase in the number of reports and results made available, and it becomes important to summarize and provide overview. Many research fields have specific methodologies for such secondary studies, and they have been extensively used in for example evidence based medicine

En este artículo se proponen las siguientes etapas para un mapeo sistemático:

  1. Definition of Research Questions (Research Scope).
  2. Conduct Search for Primary Studies (All Papers).
  3. Screening of Papers for Inclusion and Exclusion (Relevant Papers).
  4. Keywording of Abstracts (Classification Scheme).
  5. Data Extraction and Mapping of Studies (Systematic Map).

El resultado final de este proceso es el mapeo sistemático, que suele hacer uso de diferentes tipos de visualizaciones para mostrar los resultados: diagrama de burbujas (bubble plot), mapa de calor (heat map), diagrama de Venn, tabla de características (characteristics table), etc.

En Guidelines for conducting systematic mapping studies in software engineering: An update (2015) se revisa el concepto de mapeo sistemático (también llamado estudio de alcance, scoping study) y se ofrecen nuevas pautas para su realización:

Systematic mapping studies or scoping studies are designed to give an overview of a research area through classification and counting contributions in relation to the categories of that classification. It involves searching the literature in order to know what topics have been covered in the literature, and where the literature has been published.

Y se explica la diferencia principal con una revisión sistemática:

Though, a systematic mapping study and a systematic literature review share some commonalities (e.g. with respect to searching and study selection), they are different in terms of goals and thus approaches to data analysis. While systematic reviews aim at synthesizing evidence, also considering the strength of evidence, systematic maps are primarily concerned with structuring a research area.

Las diferencias han sido analizadas en The value of mapping studies: a participant-observer case study (2010), donde se indica que un systematic mapping es una forma particular de systematic literature review:

Mapping studies use the same basic methodology as [systematic literature reviews] SLRs but aim to identify all research related to a specific topic rather than addressing the specific questions that conventional SLRs address.

Although at the extreme, mapping studies and systematic reviews have rather different goals, there is often an overlap. Some systematic reviews include a classification system to organise relevant literature followed by a more detailed description of the research within each category.

Un mapeo sistemático emplea los mismos métodos que una revisión sistemática, pero suele ser un estudio más sencillo de realizar ya que no tiene como objetivo analizar los resultados presentados en los artículos que conforman el mapeo. Un mapeo sistemático puede ser la base para realizar posteriormente una revisión sistemática.

En este artículo se presenta la siguiente tabla de diferencias entre un mapeo sistemático y una revisión sistemática:

SLR process Mapping Study SLR
Research Question General – related to research trends. Which researchers, how much activity, what type of studies etc. Specific - related to outcomes of empirical studies. Of the form: Is technology/method A better or not than B?
Search process Defined by topic area Defined by research question
Search strategy requirements Less stringent if only research trends are of interest Extremely stringent – all relevant studies must be found
Quality evaluation Not essential Important to ensure that results are based on best quality evidence
Results Set of papers related to a topic area and counts of the number of papers in various categories Answer to specific research question, possible with qualifiers (e.g. results apply to novices only).

En What is a “mapping study?” (2016) también se indica otra diferencia entre mapeo sistemático y revisión sistemática:

Mapping studies are also reviews, but they do not discuss the findings. They are based on the concept that published articles not only represent findings, but, indirectly, represent activity related to the finding.

It is a review that seeks to identify, not results, but linkages. Mapping focuses on characteristics such as where the activity took place, where the funding came from, and in what journal or other medium it was presented.

El paso 2 del proceso de un mapeo sistemático es Conduct Search for Primary Studies (All Papers). En Systematic literature studies: database searches vs. backward snowballing se analizan y comparan dos de los métodos clásicos de búsqueda de artículos para realizar una revisión sistemática:

La siguiente imagen muestra un proceso de selección de artículos en un mapeo sistemático:

'Selection process' del artículo 'Guidelines for conducting systematic mapping studies in software engineering: An update' de Petersen, Vakkalanka y Kuzniarz (2015)

Ejemplos de mapeo sistemático (en español)

Evicencia empírica sobre mejoras en productividad y calidad en enfoques MDD: un mapeo sistemático

Cita: Y. Martínez, C. Cachero, S. Meliá, Revista Española de Innovación, Calidad e Ingeniería del Software, 7(2), 2011.

Mapeo sistemático de la literatura sobre la Adopción de Inspecciones de Software

Cita: D. Macchi, M. Solari, Conferencia Latinoamericana de Informática (CLEI 2012).

Ejemplos de mapeo sistemático (en inglés)

Software product line testing – A systematic mapping study

Cita: Emelie Engström, Per Runeson, Information and Software Technology, Volume 53, Issue 1, January 2011, Pages 2–13.

Usability evaluation methods for the web: A systematic mapping study

Cita: Adrian Fernandez, Emilio Insfran, Silvia Abrahão, Information and Software Technology, Volume 53, Issue 8, August 2011, Pages 789–817.

The maturity of maturity model research: A systematic mapping study

Cita: Roy Wendler, Information and Software Technology, Volume 54, Issue 12, December 2012, Pages 1317–1339.

Quality of Web Mashups: A Systematic Mapping Study

Cita: Priscila Cedillo, Adrian Fernandez, Emilio Insfran, Silvia Abrahão, ICWE 2013 International Workshops ComposableWeb, QWE, MDWE, DMSSW, EMotions, CSE, SSN, and PhD Symposium, Aalborg, Denmark, July 8-12, 2013, Pages 66-78.