1. Introduction
Agriculture consumes approximately 70% of global freshwater withdrawals, making irrigation efficiency critical for food security [
1,
2]. South Africa faces acute water scarcity, where irrigation accounts for 60% of water use yet suffers from aging infrastructure and conveyance losses exceeding 40% in poorly managed schemes [
3]. Conventional irrigation management, which relies primarily on manual scheduling and visual inspection, is limited in its ability to detect failures promptly, optimize water application, or respond dynamically to environmental variability [
4,
5]. These inefficiencies are particularly pronounced in smallholder schemes, which constitute a substantial proportion of South Africa’s 1.5 million irrigated hectares yet typically lack the technical capacity and financial resources required for advanced management systems [
6].
Digital agriculture technologies offer transformative solutions through sensor-based monitoring systems—soil moisture sensors, wireless networks (WSNs), Internet of Things (IoT) platforms, and Remote Sensing (RS)—enabling real-time data acquisition and automated scheduling [
7]. International studies demonstrate 20–50% water reductions while maintaining yields through precision irrigation [
7,
8]. Acoustic monitoring represents an emerging frontier: acoustic leak detection identifies pipeline failures with high precision [
9], ultrasonic sensors provide non-invasive soil moisture measurements [
10], and plant cavitation emissions indicate water stress before visible symptoms [
11,
12]. Acoustic technologies have achieved 95–98% leak detection accuracy in pressurized irrigation systems internationally (
Table 1) [
13], with location precision <1 m enabling targeted repairs. Ultrasonic flow meters provide ±0.5–1% measurement accuracy [
14], surpassing mechanical meters (±2–5% typical). Plant cavitation acoustic emissions enable early water stress detection (3–7 days before visible wilting) with r = 0.89 correlation to stem water potential [
15], offering precision irrigation scheduling advantages beyond soil moisture sensors. Despite promising results, many applications remain experimental and insufficiently validated under real-world conditions, particularly in developing country contexts [
16,
17]. Despite growing evidence, adoption in African irrigation remains slow and heterogeneous [
18,
19]. The literature presents competing hypotheses: The
economic barrier hypothesis emphasizes capital costs and limited ROI [
20], yet evidence shows low-cost sensors (
$15–25 USD) can achieve financial viability within 2–3 seasons [
21,
22]. The
socio-technical hypothesis cites technical literacy constraints and maintenance failures, supported by surveys showing 70–76% of farmers require additional training [
23,
24]. The
institutional hypothesis identifies fragmented extension services, policy frameworks favouring commercial agriculture, and weak incentive structures [
25,
26]. The
appropriateness debate questions whether complex technologies suit smallholder contexts, with proponents advocating technological leapfrogging [
27], and sceptics warning of dependency and marginalization [
28].
No systematic review has synthesized evidence specifically on sensor and acoustic monitoring technologies within South African irrigation schemes. Existing reviews addressed either irrigation performance broadly [
31,
32], Fourth Industrial Revolution technologies across sub-Saharan Africa [
33,
34], or global precision agriculture [
35,
36], leaving gaps regarding: (1) geographic and technological deployment patterns in South Africa; (2) documented outcomes and failure modes; (3) relative importance of competing barriers; and (4) readiness levels of acoustic monitoring, ML analytics, and decision support systems. Previous reviews have examined irrigation sensor technologies globally [
37,
38,
39] or across Sub-Saharan Africa broadly [
8], but none have systematically mapped evidence within South Africa’s unique institutional context (Water Management Area structure, irrigation scheme governance challenges, diverse agroecological zones from Mediterranean to arid). Furthermore, prior reviews employed narrative synthesis [
8,
37] or bibliometric analysis [
39], lacking the advanced Machine Learning pattern discovery (Sentence-BERT embeddings, UMAP, HDBSCAN, BERTopic) applied here to objectively identify research archetypes and methodological fragmentation (
Table 2).
South Africa presents a compelling critical case for this review. The country ranks among the world’s 30 most water-scarce nations [
40], with per capita availability of 1150 m
3/person/year falling below the international stress threshold of 1700 m
3 [
41], while agriculture simultaneously consumes 60% of national withdrawals yet contributes only 2.5% of GDP [
42]. Projected rainfall reductions of 15–25% across western and central regions by 2050 [
43] sharpen this efficiency imperative considerably. The infrastructure context compounds the hydrological one: over 50% of irrigation schemes exceed 30 years of age [
44], with documented conveyance losses of 30–60% in poorly managed systems [
3]—precisely the conditions under which acoustic leak detection, proven internationally at 95–98% accuracy [
13], would offer high-ROI intervention yet remains entirely absent from the national research record. South Africa’s dual agricultural economy—large-scale commercial estates coexisting with smallholder schemes below 5 ha—also provides an analytically valuable spectrum absent from more homogeneous irrigation systems, enabling examination of how sensor technologies perform across radically different capital endowments, governance structures, and extension capacities. Finally, the National Development Plan 2030 targets irrigation expansion from 1.5 to 3 million hectares [
16], an investment trajectory of ZAR 50–100 billion that risks perpetuating aging designs and importing internationally validated but locally unsuitable solutions without the evidence synthesis this review provides. While findings carry South African specificity, the insights transfer to comparable contexts including Mediterranean climates, dual agricultural economies in sub-Saharan Africa, and semi-arid irrigation systems globally facing analogous infrastructure aging challenges.
Conventional bibliometric analyses excel at mapping publication trends but provide limited insight into qualitative research patterns—methodological diversity, geographic heterogeneity, thematic clustering [
45]. This review addresses methodological limitations through novel integration of scoping methodology with advanced Machine Learning and natural language processing techniques. These computational methods were selected because the heterogeneity of the South African irrigation literature—spanning diverse sensor technologies, geographic contexts, and methodological approaches—renders manual coding alone insufficient for identifying latent patterns, validating thematic clusters, and ensuring reproducible synthesis across a large, multidisciplinary corpus. Semantic representation was achieved through Sentence-BERT embeddings (384-dimensional vectors), which capture contextual meaning beyond keyword co-occurrence, followed by UMAP dimensionality reduction to preserve both local and global structure in a visualisable 2D space. Cluster detection relies on HDBSCAN, which identifies research groupings without requiring a pre-specified number of clusters and handles noise robustly—a critical advantage when the thematic structure of an emerging regional evidence base is unknown a priori—while BERTopic neural topic modelling and network analysis of methodological co-occurrence patterns extract coherent themes and map inter-method relationships. These primary techniques are validated through complementary approaches including Principal Component Analysis with K-means clustering for archetype confirmation, t-SNE projection for nonlinear relationship visualisation, keyword frequency analysis with stop-word filtering, and geographic heatmapping across Water Management Areas, together enabling systematic, reproducible pattern recognition that is inaccessible through manual coding alone [
33,
46].
The primary scientific contribution is threefold. First, the review provides comprehensive empirical mapping of sensor and acoustic technologies across provinces, deployment contexts, and adoption rates, establishing the first systematic baseline for evidence-based technology policy and investment prioritisation in South African irrigation [
32]. Second, it introduces a methodological framework that integrates transformer-based natural language processing—specifically Sentence-BERT embeddings—with unsupervised Machine Learning techniques including UMAP dimensionality reduction, HDBSCAN density-based clustering, and BERTopic neural topic modelling, complemented by classical approaches such as PCA, K-means, network analysis, and correlation matrices; cluster quality is assessed through silhouette coefficients and topic coherence scoring, advancing beyond descriptive bibliometrics to explanatory analytics [
35,
36]. Third, it applies a critical appraisal framework to evaluate competing barrier hypotheses—economic, socio-technical, institutional, and technological appropriateness—through correlation analysis of adoption patterns with methodological approaches and geographic contexts, enabling evidence-weighted synthesis and data-driven intervention prioritisation.
This scoping review pursues four objectives. The first is to identify, classify, and spatially map sensor and acoustic monitoring technologies reported in South African irrigation studies, characterising technology types and deployment contexts, including explicit documentation of technology absences (e.g., acoustic monitoring gap) and geographic distribution across provinces and Water Management Areas. The second is to synthesise reported outcomes, functional claims, and intended benefits associated with these technologies as described in the literature. The third is to examine the methodological characteristics and adoption-related constraints documented in the reviewed studies, with particular attention to technical, economic, socio-cultural, and institutional barriers. The fourth is to identify critical research, geographic, technological, and methodological gaps and to formulate evidence-informed recommendations for future research, policy, and implementation. The analytical approach used to pursue each objective is described in the Methods section (
Section 2).
2. Materials and Methods
2.1. Study Design and Framework
This study adopted a scoping review methodology to systematically map and synthesize the available evidence on sensor and acoustic monitoring technologies in South African irrigation schemes. Scoping reviews are particularly appropriate for exploring emerging research areas, identifying knowledge gaps, and examining the breadth of literature when heterogeneous study designs and outcomes are expected [
47,
48]. The review was conducted following the Preferred Reporting Items for Systematic Reviews and Meta-Analyses extension for Scoping Reviews (PRISMA-ScR) guidelines [
49] and the methodological framework outlined by Arksey and O’Malley [
50] and refined by Levac et al. [
51].
The scoping review process comprised five iterative stages: (1) identifying the research question; (2) identifying relevant studies; (3) study selection; (4) charting the data; and (5) collating, summarizing, and reporting results. An additional stage was incorporated involving advanced computational analysis of the included studies using state-of-the-art natural language processing (NLP) and Machine Learning (ML) techniques to identify thematic patterns, clusters, and knowledge gaps. No formal protocol was pre-registered for this review, as is common practice for scoping reviews that are exploratory in nature.
2.2. Research Questions
The review was guided by four overarching research questions. The first concerns technology mapping: what types of sensor-based and acoustic monitoring technologies have been tested, piloted, or implemented in South African irrigation schemes? The second addresses documented outcomes: what benefits, opportunities, and measured results—including water savings, cost reductions, and yield improvements—have been associated with these technologies? The third examines adoption constraints: what technical, economic, social, and institutional challenges have been identified as barriers to technology adoption and scaling? The fourth focuses on knowledge gaps and future directions: what critical research and knowledge gaps exist, and what recommendations emerge for future research, policy, and practice?
2.3. Eligibility Criteria
Studies were included if they met criteria across five domains. Regarding geographic scope, studies conducted in South Africa or in broader Southern African contexts with direct relevance to South African irrigation systems were eligible; comparator contexts qualified where they shared agroecological conditions, institutional arrangements, or farming system characteristics. With respect to topic relevance, eligible studies addressed monitoring technologies in irrigation, covering sensor-based systems (soil moisture sensors, flow meters, pressure sensors, wireless sensor networks, IoT platforms, and remote sensing applications), acoustic technologies (leak detection, ultrasonic soil monitoring, and plant cavitation acoustic emissions), and integrated systems combining sensors with decision support, automation, or artificial intelligence. Regarding study population, irrigation schemes of any scale—smallholder, communal, or commercial—and any crop type were included. The publication period spanned January 2000 to December 2025, and eligible publication types included peer-reviewed journal articles, conference proceedings, technical reports, dissertations and theses, and government and institutional reports such as Water Research Commission reports. The review was restricted to English-language publications, which predominate in South African peer-reviewed agricultural research.
Studies were excluded on five grounds: those focusing exclusively on irrigation system design, hydraulic modelling, or agronomic trials without a monitoring technology component; studies on rainfed agriculture or water harvesting without irrigation system monitoring; purely theoretical or simulation studies without empirical data or field validation; studies from other geographic regions without transferable insights to South African contexts; and publications unavailable in full text after author contact.
2.4. Information Sources and Search Strategy
A comprehensive search strategy was developed in consultation with an agricultural sciences librarian and refined through iterative pilot searches. The following databases were systematically searched from 1 January 2000 to 15 November 2025: Web of Science Core Collection (Clarivate Analytics); Scopus (Elsevier); and Google Scholar (first 200 results per search query). Database searches were conducted on 10–15 November 2025, retrieving all indexed records from 1 January 2015 through 15 November 2025. The 2000 start date aligns with: (1) South Africa’s National Development Plan 2030 irrigation expansion targets adopted post-2014; (2) proliferation of low-cost sensors and IoT platforms (2015 onwards); (3) MODIS Collection 6 and Sentinel-2 satellite data availability (2015–2016 launches); and (4) alignment with Sustainable Development Goal 6 (clean water and sanitation) adoption in September 2015. The reference lists of included studies and relevant review articles were hand-searched to identify additional eligible studies (backward citation searching). Forward citation searching was conducted using Google Scholar for key publications identified early in the review process.
The search strategy combined three concept groups using Boolean operators: (1) geographic terms, (2) irrigation terms, and (3) technology/monitoring terms. The complete search strings are provided in
Table 3.
All searches were conducted between 10 and 15 November 2025. Search results were exported and managed using Zotero reference management software (version 6.0.27, Corporation for Digital Scholarship, Vienna, VA, USA).
2.5. Study Selection Process
Study selection was conducted independently by two reviewers (R.T.S. and F.V., both co-authors), who were selected based on subject-matter expertise in agricultural water management and sensor technology respectively, and who declared no conflict of interest with any included study. Prior to formal screening, both reviewers completed a calibration exercise on ten randomly selected records to align interpretation of the eligibility criteria; any disagreements arising during this exercise were resolved by discussion before proceeding. All retrieved records were imported into Covidence systematic review software (Veritas Health Innovation, Melbourne, Australia), for screening and data management.
Stage 1: Title and abstract screening. Reviewers independently screened all titles and abstracts against the eligibility criteria. Studies clearly not meeting inclusion criteria were excluded. Studies were retained if either reviewer deemed them potentially relevant or if eligibility could not be determined from the title and abstract alone.
Stage 2: Full-text screening. Full texts of all potentially eligible studies were retrieved and assessed independently by both reviewers against the complete eligibility criteria. Disagreements were resolved through discussion, and a third reviewer was consulted when consensus could not be reached.
Inter-rater reliability for both screening stages was assessed using Cohen’s kappa coefficient [
52]. A kappa value of ≥0.60 was considered acceptable agreement [
53]. Reasons for exclusion at the full-text stage were documented systematically. The study selection process is reported using a PRISMA-ScR flow diagram (
Figure 1).
2.6. Data Extraction and Charting
A standardized data extraction form was developed iteratively through pilot testing on five randomly selected included studies. The form was refined based on reviewer feedback and the characteristics of the literature identified. Data extraction was performed independently by two reviewers using a shared spreadsheet template in Microsoft Excel (Microsoft Corporation, Redmond, WA, USA).
Data were extracted across four domains. Study characteristics included authors, publication year, publication type, study location (province and agroecological zone), and study design (experimental, observational, case study, modelling, or review). Irrigation context captured scheme type (smallholder, communal, or commercial) and relevant agronomic details. Technology characteristics covered the type of monitoring technology, integration with automation or decision-support systems, and data transmission method. Outcomes and findings encompassed quantitative outcomes (water savings, cost reductions, yield changes, leak detection accuracy), qualitative findings, identified opportunities, reported barriers, and author recommendations.
2.7. Data Synthesis and Computational Analysis
Given the heterogeneity of study designs, interventions, and outcomes expected in scoping reviews, a mixed-methods synthesis approach was adopted combining narrative synthesis, quantitative descriptive statistics, qualitative thematic analysis, and advanced computational methods [
54,
55]. The synthesis incorporated state-of-the-art natural language processing (NLP) and unsupervised Machine Learning techniques to identify latent patterns, thematic clusters, and research gaps within the corpus of 59 included studies.
2.7.1. Descriptive and Thematic Analysis
Quantitative summaries were generated to characterise the temporal distribution of publications (by year), geographic distribution (by province and agroecological zone), technology types and frequencies, study designs and methodological approaches, and the distribution of studies across Water Management Areas. Thematic analysis followed Braun and Clarke’s six-phase framework [
56], progressing from familiarisation with the data and generation of initial codes, through iterative theme searching and review, to final theme definition and report production.
Thematic coding and network visualization were performed using VOSviewer software (version 1.6.19, Centre for Science and Technology Studies, Leiden University, The Netherlands) [
57]. VOSviewer (version 1.6.19) was used to construct and visualize bibliometric networks including co-occurrence of keywords, co-authorship networks, and thematic clustering based on title and abstract text data from the 59 included studies. The software employs a visualization of similarities (VOS) mapping technique combined with a smart local moving algorithm for clustering [
53].
A thematic framework was developed inductively from the data through both manual coding and computational keyword extraction, organized around four major categories: (1) opportunities and benefits, (2) technical challenges, (3) socio-economic challenges, and (4) institutional and policy challenges. Keyword co-occurrence networks were generated with a minimum keyword occurrence threshold of 2, and the relatedness of items was determined using association strength as the similarity measure. Network visualization parameters included normalization method (association strength), clustering resolution (1.0), and minimum cluster size (3 items). Inter-coder agreement for manual thematic coding was assessed using Cohen’s kappa coefficient [
52], with κ ≥ 0.60 considered acceptable agreement [
58].
2.7.2. Computational Text Analysis and Machine Learning
To complement traditional qualitative analysis and provide an objective, reproducible method for identifying thematic patterns and research clusters within the literature, we employed a comprehensive computational analysis pipeline incorporating transformer-based embeddings, dimensionality reduction, unsupervised clustering, and probabilistic topic modelling. This approach has been successfully applied in recent systematic and scoping reviews to reveal latent patterns in large bodies of scientific literature [
59,
60,
61]. All analyses were conducted using Python 3.10 with open-source libraries, ensuring full reproducibility and transparency.
Semantic Embedding Generation
Study findings, outcomes, and key results extracted from the 59 included studies were encoded into dense semantic vector representations using Sentence-BERT (SBERT), a state-of-the-art sentence embedding model based on transformer architecture [
62]. Specifically, we employed the ‘all-MiniLM-L6-v2’ model, which has been shown to achieve competitive performance on semantic similarity tasks while maintaining computational efficiency [
63]. This model generates 384-dimensional embeddings that capture semantic meaning beyond simple keyword matching, allowing studies with similar conceptual content to be positioned closer in vector space even when they use different terminology. The all-MiniLM-L6-v2 model was selected over domain-specific alternatives (SciBERT, AgBERT, BioSentVec) based on four criteria: (1) task alignment: Sentence-BERT models are optimized for semantic similarity (matching research themes), whereas SciBERT excels at entity recognition and relation extraction—less relevant for clustering; (2) vocabulary coverage: preliminary testing on 10 random study findings showed all-MiniLM-L6-v2 achieved comparable cosine similarity rankings to SciBERT (Spearman ρ = 0.91) for agricultural terms (‘irrigation’, ‘evapotranspiration’, ‘tensiometer’, ‘MODIS’), suggesting adequate domain knowledge transfer from its 1B+ sentence pre-training corpus; (3) computational efficiency: 22 M parameters vs. SciBERT’s 110 M enable faster encoding (2.3 vs. 8.7 s for 59 studies) critical for reproducibility on standard laptops; (4) demonstrated performance: the model’s embeddings achieved a silhouette score of 0.42 and produced substantively interpretable clusters validated by domain experts. Limitations acknowledged: highly specialized terms (e.g., ‘SPATT’ = Solid Phase Adsorption Toxin Tracking, ‘IRWH’ = In-field Rainwater Harvesting) may be under-represented in all-MiniLM-L6-v2’s training data compared to SciBERT; however, contextual encoding from surrounding words (‘cyanotoxin detection’ for SPATT, ‘soil moisture retention’ for IRWH) mitigated this gap (see
Table S3).
To enrich the semantic representations with methodological context, we augmented the text embeddings with binary features indicating the presence of specific research methodologies (Machine Learning approaches, Geographic Information System (GIS)/spatial analysis, statistical modelling, experimental designs, field surveys, and simulation studies). These features were automatically extracted from the methods descriptions using regular expression pattern matching. The text embeddings and methodological features were normalized using standard scaling and combined using a weighted sum (70% text embeddings, 30% methodological features), producing a hybrid feature space that captures both semantic content and methodological characteristics. This weighting was determined through ablation analysis comparing five ratios (90:10, 80:20, 70:30, 60:40, 50:50) evaluated by silhouette score and cluster interpretability. The 70:30 ratio achieved optimal balance: higher semantic weighting (>70%) over-emphasized text similarity, creating clusters dominated by keyword overlap (e.g., all water quality studies clustered regardless of methodological differences); higher methodological weighting (>30%) fragmented semantically coherent studies (e.g., separating remote sensing studies using identical MODIS data but different ML algorithms). The 70:30 configuration maximized silhouette score (0.42 vs. 0.35–0.39 for alternatives) while producing substantively interpretable clusters validated through researcher review of within-cluster study coherence (see
Table S2).
Dimensionality Reduction
The high-dimensional combined feature space (384 + 6 = 390 dimensions) was reduced to 2D and 3D representations using Uniform Manifold Approximation and Projection (UMAP), a nonlinear dimensionality reduction technique that preserves both local and global structure in the data [
64]. UMAP was configured with 15 nearest neighbours, minimum distance of 0.1, and cosine distance metrics to optimally preserve semantic relationships. The percentage of variance preserved in the low-dimensional projections was calculated to assess information retention.
Clustering Analysis
To identify natural groupings of studies with similar research focus, methods, and findings, we applied Hierarchical Density-Based Spatial Clustering of Applications with Noise (HDBSCAN) to the 3D UMAP embeddings [
65]. HDBSCAN was selected for its ability to: (1) automatically determine the optimal number of clusters without prior specification, (2) identify outliers (studies that do not fit into any cluster), and (3) assign cluster membership probabilities rather than hard assignments. The algorithm was configured with a minimum cluster size of 3 studies and minimum samples of 2, using Euclidean distance and excess of mass cluster selection. HDBSCAN parameters were set based on dataset characteristics: min_cluster_size = 3 (minimum 3 studies per cluster) reflects scoping review objectives—clusters with <3 studies provide insufficient evidence for thematic synthesis and likely represent isolated case studies or methodological outliers (appropriately labelled as ‘noise’ points for separate analysis). This threshold aligns with qualitative research guidelines recommending ≥3 exemplars for pattern saturation [
66]. min_samples = 2 (local density estimation) balances sensitivity to small but genuine research communities (e.g., IoT-focused studies
n = 3 total, forming valid cluster) against spurious micro-clusters from random proximity in UMAP space. Sensitivity analysis (
Supplementary Table S4) tested alternatives: min_cluster_size = 2 produced 8 clusters with multiple 2-member ‘clusters’ lacking thematic coherence (silhouette = 0.35); min_cluster_size = 5 forced substantive studies into ‘noise’ category (19 outliers, 32% of dataset). The selected parameters (3, 2) minimized noise points (11.9%) while maintaining interpretable cluster sizes (range: 11–15 studies, mean = 13, SD = 1.8).
Cluster quality was evaluated using three complementary metrics: the silhouette coefficient (ranging from −1 to +1, with higher values indicating better-defined clusters [
67], the Davies–Bouldin index (lower values indicating better cluster separation [
68], and the Calinski–Harabasz index (higher values indicating denser, well-separated clusters) [
69]. These metrics provide convergent evidence for the validity and interpretability of the identified clusters.
Topic Modelling
To extract interpretable thematic topics from the literature, we employed BERTopic, a modular topic modelling framework that leverages transformer embeddings and class-based term frequency-inverse document frequency (c-TF-IDF) to generate coherent, human-interpretable topics [
70]. BERTopic was applied to the study findings using the pre-computed SBERT embeddings, with automatic topic number selection. The algorithm generates topics by: (1) clustering documents in the embedding space (using HDBSCAN internally), (2) creating topic representations by extracting the most distinctive terms for each cluster using c-TF-IDF, and (3) fine-tuning topic representations using a vectorizer configured for 1–3 word n-grams.
Topic coherence was quantified by computing the average cosine similarity between the top 5 keywords within each topic, using their SBERT embeddings. This metric assesses whether the keywords comprising a topic are semantically related, with higher coherence indicating more interpretable and meaningful topics [
71]. Topics were ranked by document frequency and coherence score to identify the dominant themes in the literature.
Visualization and Interpretation. Results were visualized through: (1) 2D UMAP scatter plots with cluster assignments color-coded, revealing the landscape of research themes; (2) topic frequency distributions showing the prevalence of different research themes; (3) topic coherence scores comparing interpretability across topics; and (4) keyword importance plots for each topic, displaying the most characteristic terms. All visualizations were generated at 300 DPI resolution suitable for publication.
The complete computational pipeline was implemented as a reproducible Python script, with all parameters documented and intermediate results saved. The analysis yielded: (1) cluster assignments for each study indicating thematic groupings, (2) topic labels and keyword lists describing the conceptual content of each cluster, (3) quantitative metrics assessing clustering and topic quality, and (4) identification of outlier studies that represent unique or under-explored research areas. This systematic, data-driven approach complements the manual thematic coding, providing convergent validation of major themes and revealing subtle patterns that may not be apparent through traditional qualitative analysis alone.
2.7.3. Gap Analysis
Research gaps were identified through systematic examination of under-represented technologies, geographic areas with limited evidence, insufficiently studied contexts (including specific crop and scheme types), methodological limitations in existing studies, inadequately measured outcomes, and outlier studies identified through HDBSCAN clustering as representing unique or under-explored research directions. Gaps were categorised as knowledge gaps (insufficient evidence on specific questions), methodological gaps (limitations in study design or measurement), or implementation gaps (disconnect between research evidence and practical uptake). The computational clustering and topic modelling results provided quantitative support for identifying under-researched areas through analysis of cluster size imbalances and topic frequency distributions.
2.8. Quality Assessment
Quality appraisal of individual studies is not mandatory in scoping reviews, as the objective is to map the breadth of evidence rather than assess methodological rigor [
71,
72]. However, to provide transparency regarding the evidence base, we documented study design characteristics and noted significant methodological limitations encountered during data extraction. This information is reported descriptively in the results section and considered in the interpretation of findings.
2.9. Data Availability and Transparency
3. Results
3.1. Study Selection and Characteristics
For cross-disciplinary readers, key abbreviations used throughout this section are restated here: Water Management Area (WMA), Machine Learning (ML), natural language processing (NLP), geographic information system (GIS), and remote sensing (RS).
The systematic search identified 847 records from Web of Science (n = 312), Scopus (n = 287), and Google Scholar (n = 248). After removing 203 duplicates, 644 records were screened based on title and abstract. Of these, 454 records were excluded due to being outside the scope, non-peer-reviewed, or non-English, leaving 190 reports for full-text retrieval and assessment. All 190 reports were successfully retrieved and assessed for eligibility.
Of these, 131 reports were excluded, including studies with no primary data (
n = 48), those conducted outside South Africa (
n = 39), studies involving technologies outside the sensor/acoustic domain (
n = 28), and conference abstracts only (
n = 16). A total of 59 studies were included in the final review (
Figure 1). Inter-rater agreement was substantial (Cohen’s κ = 0.78, 95% CI: 0.71–0.85). Study designs included experimental field trials (30.5%), modelling/simulation (23.7%), observational monitoring (20.3%), remote sensing (16.9%), and socio-economic surveys (8.5%).
3.2. Geographic Distribution and Spatial Patterns
Geographic analysis revealed substantial heterogeneity across South Africa’s Water Management Areas (WMAs) (
Figure 2). The Berg-Olifants WMA (Western Cape) dominated with 14 studies (23.7%), reflecting intensive horticultural irrigation systems. Limpopo WMA followed with 11 studies (18.6%), representing smallholder schemes and semi-arid agriculture [
72,
73].
Western Cape studies demonstrated diverse technologies: Mpakairi et al. [
2] showed extreme weather events reduce crop water productivity 30–40%, though irrigated systems proved more resilient than rainfed [
2]. Steyn et al. [
74] employed root growth sensors revealing significant genotypic variation in avocado water extraction. Dzikiti et al. [
75] documented 15–20% water savings through sap flow-guided irrigation.
Limpopo studies emphasized water quality challenges: Mudaly & van der Laan [
73] found irrigation return flows increased phosphate from 0.08 to 0.34 mg/L, exceeding eutrophication guidelines. Malatsi et al. [
76] revealed governance structures explained 65% of irrigation efficiency variance versus 12% for technology.
Five WMAs showed minimal research (
n = 2 each, 3.4%), Inkomati-Usuthu, Fish to Tsitsikamma, and Middle Vaal, limiting generalizability across diverse agroecological zones. The term ‘underrepresented’ in this analysis refers exclusively to research coverage—the number of published peer-reviewed studies—and carries no implication about the economic importance, agricultural productivity, or technical capacity of the regions concerned. Five Water Management Areas (Fish to Tsitsikamma, Inkomati-Usuthu, and Middle Vaal, each appearing in only two studies, or 3.4% of the corpus) are designated underrepresented on a purely frequency-based criterion; WMAs contributing three or fewer studies fall below the minimum threshold for pattern synthesis under scoping review epistemology, which requires at least three exemplars before regularities can be meaningfully identified. These regions have functioning extension services, agricultural colleges, and irrigation professionals; a research gap is not a capacity gap. The underrepresentation most plausibly reflects research funding concentration in Western Cape and Limpopo universities, historical publication priorities, and crop-specific attention patterns rather than any absence of irrigation activity or expertise. The reason it matters is practical rather than evaluative; as
Section 4.2.3 demonstrates, findings from well-studied WMAs—particularly the Mediterranean Western Cape—cannot be assumed to transfer to arid or summer-rainfall contexts without site-specific validation, meaning that policy targeting and technology deployment in underrepresented regions currently rest on an evidence base too thin to support confident inference.
3.3. Sensor Technology Landscape
Seven sensor categories emerged with pronounced adoption variation (
Figure 3):
Water quality sensors dominated (
n = 25, 42.4%), measuring pH, EC, TDS, nutrients (NO
3−, PO
43−, NH
4+). Mudaly & van der Laan [
73] documented phosphate increases exceeding guidelines; Oberholster & Ashton [
77] found nutrient indices 3–5× higher downstream [
78].
Remote sensing (
n = 15, 25.4%) leveraged Landsat/Sentinel-2/MODIS platforms and UAVs. Kapari et al. [
4] achieved R
2 = 0.87 for CWSI prediction using Random Forests/Support Vector Regression on UAV imagery. Mpakairi et al. [
2] mapped regional crop water productivity showing 15% reduction in irrigated versus 55% in rainfed systems under drought [
2].
Soil moisture sensors (
n = 7, 11.9%) employed capacitance probes, TDR, and tensiometers. Nyathi & Muremi [
5] demonstrated 25–30% water savings via IoT integration with fuzzy logic [
5]. Mobe et al. [
79] revealed larger canopies consumed 40–60% more water, enabling size-based prescription mapping.
Modelling/No Sensors (
n = 4, 6.8%) utilized WEAP, SWAT, CROPWAT, and AquaCrop. Dlamini et al. [
1] projected 15–25% water availability reductions by 2050 with 30–40% demand increases.
Other categories showed minimal adoption: IoT systems (
n = 1, 1.7%) [
72], climate sensors (
n = 2, 3.4%) [
22,
49], flow sensors (
n = 1, 1.7%) [
80], and mixed technologies (
n = 4, 6.8%) [
73,
79].
3.4. Methodological Approaches
Modelling approaches dominated (33.9%,
n = 20), employing WEAP [
1], SWAT, HYDRUS-1D [
81,
82], CROPWAT [
83,
84], and AquaCrop [
85,
86]. Dlamini et al. [
1] integrated WEAP with CHIRPS rainfall, MODIS ET, and NEX-GDDP climate projections.
Machine Learning remained limited (6.8%) but promising: Kapari et al. [
4] achieved R
2 = 0.87 for CWSI using RF/SVR [
6]. The limited ML penetration in water quality (4%) and soil monitoring (0%) suggests untapped potential for time-series forecasting, anomaly detection, and predictive maintenance (
Figure 4).
Traditional field methods (16.9%) included manual sampling [
73,
78,
87], gravimetric soil moisture [
81,
88], and crop water status assessments [
74,
79]. Experimental designs (6.8%) compared irrigation treatments [
5,
79,
80,
82,
83]. GIS/spatial analysis (11.9%) and statistical analysis (5.1%) showed moderate adoption.
Ridge plot analysis (
Figure 4) showed distinct methodological clustering: remote sensing exhibited broad distribution with 86% GIS adoption and 21% ML integration; water quality concentrated on traditional methods (92%); soil moisture showed experimental designs (43%) but zero ML adoption.
3.5. Technology-Method Integration
Cross-tabulation (
Figure 5) revealed deployment patterns: Berg-Olifants WMA led in remote sensing (
n = 6) and soil moisture (
n = 5); Limpopo emphasized water quality (
n = 3) and modelling (
n = 3). Research gaps included no IoT systems in Upper Orange, Lower Orange, or Mvoti to Umzimkulu WMAs, and absent acoustic monitoring universally.
3.6. Correlation Structures
Pearson correlation analysis (
Figure 6) revealed methodological associations: ML ↔ modelling showed weak positive correlation (r = 0.23,
p = 0.04); modelling ↔ traditional exhibited negative correlation (r = −0.23,
p = 0.04), indicating simulation studies rarely incorporate field validation. These patterns demonstrate methodological silos: studies employ single frameworks rather than combining approaches despite documented international synergies.
3.7. What Research Archetypes and Methodological Clusters Characterise South African Irrigation Monitoring Literature? (Unsupervised Pattern Discovery via PCA and K-Means Clustering)
Research question: How do methodological approaches cluster in the reviewed literature, and what distinct research archetypes emerge? To address this, we applied principal component analysis (PCA) and K-means clustering (k = 4) on a 13-dimensional feature space (encompassing methodologies, technologies, scales, and study designs). This unsupervised learning approach captured 31.9% of cumulative variance (PC1: 17.1%, PC2: 14.8%), revealing four distinct research archetypes (
Figure 7 and
Figure 8):
Cluster 1: Remote Sensing and GIS-Integrated Approaches (n = 15, 25.4%)
This archetype is characterised by high technology intensity and scalability-oriented design. Representative studies include landscape-scale remote sensing applications (MODIS, Sentinel-2) combined with GIS-based water productivity assessment [
2,
4,
58,
75,
76,
80]. Strength of this approach: continental scalability and accessibility of freely available satellite imagery. Key limitation: coarse temporal resolution (8–16 day revisit periods) precludes real-time irrigation scheduling and limits responsive management applications.
Cluster 2: Modelling-Centric Approaches (n = 12, 20.3%)
This archetype emphasises simulation and scenario analysis using process-based crop models (CROPWAT, AquaCrop, WEAP) and hydrological frameworks. Representative studies [
1,
70,
71,
72,
73] employ models to project climate change impacts, water availability futures, and irrigation demand trajectories. Strength: capacity for multi-decadal scenario analysis and strategic planning. Critical weakness: only 15% of studies in this cluster validated model outputs against independent field measurements, limiting empirical grounding and confidence in projections.
Cluster 3: Water Quality Monitoring via Traditional Field Sampling (n = 14, 23.7%)
This archetype relies on conventional field-based sampling and laboratory analysis of water quality parameters (nutrients, salinity, contaminants). Representative studies [
57,
58,
63,
67,
77] document pollution from irrigation return flows in catchments such as Olifants, Mgeni, and Limpopo. Strength: precision and methodological standardisation through certified laboratory procedures. Critical limitation: this cluster has not engaged Machine Learning or forecasting approaches despite the suitability of time-series water quality data for predictive modelling, representing a significant underutilisation of analytical capacity.
Cluster 4: Mixed and Heterogeneous Methodologies (n = 18, 30.5%)
This archetype encompasses diverse approaches combining experimental field trials, multi-sensor integration, socio-economic analysis, and hybrid methodologies [
5,
60,
62,
65,
68,
78,
80]. Representative studies integrate soil moisture sensors with sap flow measurements, couple remote sensing with ground validation, or combine biophysical monitoring with farmer adoption analysis. Strength: demonstrates integration potential and methodological adaptability. Weakness: lack of standardisation across studies limits systematic comparison and knowledge synthesis, and integration remains episodic rather than systematic.
Evidence interpretation: These four archetypes reveal a research landscape in which remote sensing and modelling dominate by number and visibility, while water quality monitoring forms a cohesive but analytically isolated community, and mixed methodologies suggest emerging integration potential yet lack systematic framework. The clustering structure (modularity = 0.42; density = 0.24) indicates moderate fragmentation: distinct methodological communities exist but weak cross-linkages prevent synergistic development.
3.8. What Outcome Themes and Benefit Narratives Dominate Research Reporting? (Natural Language Processing and Automated Keyword Extraction)
Research question: What themes and outcome narratives characterise the reviewed literature, and are there systematic biases in how benefits and challenges are framed? To address this, we conducted automated keyword extraction from abstracts and findings sections of all 59 studies, identifying term frequency, co-occurrence patterns, and narrative framing (
Figure 9). The analysis revealed the following:
Dominant Thematic Terms:
‘Irrigation’ appeared in 71.2% of studies (
n = 42), confirming strong thematic coherence with the review’s scope. ‘Water’ appeared in 55.9% of studies (
n = 33) (
Figure S4), reflecting South Africa’s acute water-scarcity context and establishing water availability as the primary framing concern. These two foundational terms establish the review’s topical focus. Meanwhile ‘use’ appears primarily in compound phrases (water use efficiency
n = 7, improved water use
n = 3, sensor use
n = 2, land use
n = 1) resulting from NLP lemmatization collapsing conjugations into root form. Meanwhile, high-frequency, isolated ‘use’ lacks standalone semantic value and could join custom stop word lists in future analyses.
Positive Framing Bias in Outcome Narratives:
Terms emphasising positive outcomes and technological benefits dominated the outcome narratives. ‘Improves’ appeared in n = 8 studies, ‘efficiency’ in n = 5 studies, and ‘precision’ in n = 7 studies—collectively framing irrigation monitoring as inherently beneficial. In contrast, terms highlighting barriers, costs, or challenges were substantially under-represented: ‘barriers’ did not appear in the top 20 most frequent terms, ‘cost’ appeared only n = 2 times, and ‘adoption’ appeared only n = 3 times. This stark asymmetry suggests potential publication bias in which studies reporting positive results or successful technology adoption are preferentially published, while studies documenting implementation challenges, cost barriers, or limited effectiveness receive less emphasis. This pattern has direct implications for evidence synthesis: the reviewed literature may overestimate technology effectiveness and underestimate real-world constraints.
Evidence interpretation: The keyword analysis reveals a literature dominated by technology-optimistic framing and benefit narratives, with systematic under-representation of challenge-focused or critical perspectives (
Figures S1 and S2). This thematic structure likely influences how practitioners and policymakers interpret the evidence base, potentially biasing technology adoption decisions toward optimistic scenarios.
3.9. How Fragmented Is the Research Landscape? (Methodological Network Analysis and Co-Occurrence Patterns)
Research question: How integrated or fragmented is the methodological landscape in South African irrigation research? Do analytical approaches systematically combine with monitoring technologies, or do they operate in isolation? To address this, we conducted methodological co-occurrence analysis, examining which methods and technologies are frequently applied together in the same studies (minimum three shared occurrences across the corpus). This network analysis revealed a moderately fragmented structure (density = 0.24; modularity = 0.42), indicating weak integration between sensor technologies and analytical approaches (
Figure 10). Three distinct methodological clusters emerged:
Cluster A: Computational–Analytical Grouping (GIS, Modelling, Remote Sensing, Machine Learning)
This cluster represents a computationally sophisticated methodological community centred on GIS, spatial modelling, remote sensing image analysis, and Machine Learning algorithms. These approaches are frequently co-applied and form the most interconnected component of the methodological network [
1,
2,
4,
73,
79,
80]. However, a critical weakness undermines the robustness of this cluster: links to in situ sensor-based field methods are comparatively weak, and fewer than 40% of studies in this cluster report explicit field validation. This indicates that advanced analytical tools are often applied with limited empirical grounding—models are frequently run with published parameters rather than locally calibrated datasets, and satellite-based estimates lack systematic ground-truth verification.
Cluster B: Field-Oriented Analytical Dyad (Traditional Methods and Statistical Analysis)
This cluster is dominated by a methodological pairing in which traditional field sampling and measurement approaches are predominantly analysed using conventional statistical methods (descriptive statistics,
t-tests, ANOVA) [
57,
58,
64,
65,
67,
77]. While this cluster is associated with high-quality soil moisture and water quality sensor data, it shows minimal integration with modelling frameworks, GIS analysis, or machine learning. This indicates continued reliance on conventional analytical paradigms in field-based studies, despite the availability of temporal datasets well-suited to time-series forecasting or anomaly detection.
Cluster C: Isolated Experimental Approaches
Experimental approaches form a largely isolated component of the methodological network, exhibiting minimal co-occurrence with other analytical or sensor-based methods [
5,
61,
69,
70]. This isolation suggests that controlled field experiments are rarely combined with spatial analysis, hydrological modelling, or Machine Learning approaches, despite the potential for such integration to strengthen causal inference and generalisation.
Overall Network Interpretation:
The methodological network structure (
Figure 9 and
Figure 10) highlights a persistent and problematic disconnect: computationally advanced studies frequently lack strong field validation; field-based investigations underutilise advanced analytics; and experimental studies remain analytically isolated. This fragmentation reflects disciplinary silos in which computer scientists, hydrologists, and agronomists work in parallel rather than in integrated teams. The consequence is a loss of methodological synergy and constraint on the development of integrated, scalable irrigation monitoring solutions.
3.10. Which Monitoring Approaches Dominate the Literature, and What Adoption and Implementation Gaps Exist? (Synthesis Dashboard: Sensor Adoption, Temporal Trends, and Regional Application Opportunities)
Research question: Which specific monitoring and sensing technologies dominate the reviewed literature? How have adoption patterns evolved temporally? And where exist critical mismatches between the current research focus and unmet regional application needs? To synthesise this evidence across multiple dimensions (technology type, temporal evolution, and geographic opportunity), we constructed an integrative dashboard (
Figure 11A–C) that combines sensor adoption frequencies, publication timelines, and regional applicability scoring.
Panel A: Technology Adoption Distribution
Panel (A) displays the frequency distribution of technology types across the 59 reviewed studies. Remote sensing dominates the literature (
n = 14; ~23%), representing nearly one-quarter of all studies and aligning closely with the prominence of Cluster 0 (remote sensing-dominant,
n = 8) identified in the t-SNE clustering analysis (
Figures S3 and S4) [
2,
70,
72,
73,
79,
80]. Soil moisture sensing follows as a secondary focus (
n = 12; ~20%), reflecting growing interest in in situ sensor networks and precision irrigation scheduling. Modelling approaches appear in approximately 15% of studies (
n = 9), corresponding to the identified Cluster 5 (crop modelling and demand projection). Intermediate adoption is observed for other/mixed approaches (
n = 8; ~13%) and water quality monitoring (
n = 7; ~11%), which corresponds to the moderate size but strong internal cohesion of Cluster 1 (water quality,
n = 4) with 94% thematic consistency [
58,
64,
67]. Lower representation is evident for flow/pressure sensing (
n = 5; ~8%) and IoT/smart systems (
n = 4; ~7%). Most strikingly, acoustic monitoring remains entirely absent (
n = 0), indicating a complete research void not captured in any major clustering component.
Panel B: Temporal Evolution (2000–2025)
Panel (B) presents temporal dynamics showing how publication frequency and research focus have shifted across a 25-year period. Soil and water sensors exhibit the fastest cumulative growth trajectory, rising from
n = 1 in 2000 to
n = 19 in 2025, demonstrating a consistent upward trend driven partly by declining sensor costs and improving technical accessibility. Remote sensing shows steady publication (
n = 14 total across 25 years) with acceleration in recent years (2015–2025), reflecting the release of Sentinel-2 free satellite imagery and maturation of cloud computing platforms. Modelling and IoT approaches show growth (
n = 13 combined), with IoT research beginning to emerge only after 2018, indicating a recent disciplinary shift toward automation and real-time monitoring. Notably, acoustic monitoring remains persistently absent across the entire 24-year review period (
n = 0), confirming this as a structural research void rather than a recent oversight. The divergent growth rates across technology types support the NMF topic modelling finding that climate change represents a cross-cutting theme (52% concordance) influencing multiple methodological streams [
1,
71,
78,
81], rather than forming a single dominant cluster.
Panel C: Regional Application Opportunities and Research–Practice Gaps
Panel (C) quantifies application opportunities across South Africa’s Water Management Areas (WMAs), based on an opportunity-scoring framework that combines four dimensions: (1) regional water scarcity severity, (2) documented infrastructure loss rates, (3) technology appropriateness for local climate/hydrology, and (4) smallholder adoption feasibility. Peak opportunity scores (9) are observed for leak detection applications in the Berg-Olifants WMA (Mediterranean climate, high-value horticulture, mature infrastructure, clear cost-benefit justification) and for plant stress detection via acoustic emissions in Limpopo (semi-arid context, mixed smallholder–commercial farming, high drought frequency). Flow monitoring in the Upper Orange WMA scores highly (opportunity score 8) given the region’s high evaporation demand and complex water allocation requirements. Soil moisture and acoustic sensing shows consistently moderate-to-high potential across regions (scores 6–8), with particularly strong opportunity in Upper Orange (score = 8), aligning with the thematic relevance of Topic 4 (precision irrigation and soil moisture management) [
5,
61,
65,
68,
69]. Notably, flow monitoring and plant cavitation detection exhibit high opportunity scores (up to 8 and 7, respectively) despite markedly low representation in Panel (A), indicating that these are high-impact yet underexplored research areas [
59,
68,
69,
74,
81]. Lower opportunity scores (3–5) in Mvoti-Umzimkulu reflect regional constraints including smaller-scale irrigation, limited infrastructure investment, and lower water scarcity pressure, consistent with the distinct socio-economic characteristics of this region (Cluster 3,
n = 7; 86% topic overlap) [
4,
62,
75,
78,
80].
Synthesis and Evidence-Practice Gap:
Figure 11 collectively demonstrates a critical mismatch: well-established research communities (remote sensing, modelling, precision irrigation soil moisture monitoring) dominate both adoption and publication output, while high-opportunity but underrepresented domains (acoustic monitoring, flow dynamics characterisation, cavitation detection) remain fragmented and weakly integrated into existing methodological clusters. This pattern indicates that research priorities are driven more by disciplinary momentum, available funding, and technical familiarity than by evidence of application need or impact potential. The implications are significant: technologies addressing documented regional needs (leak detection in aged infrastructure, real-time flow measurement) remain under-researched and under-developed, while mature but incrementally improved technologies (incremental refinements to remote sensing classification) continue to absorb disproportionate research attention.