## 2 Methodology for Systematic Literature Review
### Eligibility and Inclusion Phase  
Full-text evaluation was conducted for the 346 studies selected in the screening phase. To ensure methodological transparency and consistency, each study was scored using a structured matrix based on five predefined eligibility criteria: alignment with research objectives, methodological rigor, originality, data quality, and scientific influence.  
To handle methodological heterogeneity across studies, the evaluation emphasized content relevance and internal consistency rather than imposing rigid formats. This allowed the inclusion of diverse modeling approaches, simulation frameworks, and control strategies, as long as they met the review's thematic and analytical expectations.  
Bias was mitigated through cross-review validation among authors. Disagreements were discussed until consensus was reached. A minimum threshold of 12 out of 15 points was required for inclusion. Additionally, a supplementary annex has been included to illustrate representative cases of inclusion and exclusion, based on the established eligibility criteria. This material supports transparency without overloading the main text.  
\begin{table}
\begin{tabular}{l l} \hline \hline
**Scopus Query** & **WoS Query** \\ \hline TITLE-ABS-KEY ( “smart” AND & (ALL = (“smart”)) AND \\ “microgrid” & (ALL = (“microgrid”)) \\ AND “management” AND “modeling” ) & AND (ALL = (“management”)) AND \\ AND PUBYEAR \textgreater{} 2013 AND PUBYEAR \textless{} & (ALL = (“modeling”)) \\
2026 & Refined by: Years 2014-2025, \\ AND ( LIMIT-TO ( LANGUAGE, \"English\" ) ) & Language: English, \\ Document Types: Article or \\ AND ( LIMIT-TO ( SRCTYPE, “j” ) OR & Proceeding Paper. \\ LIMIT-TO ( SRCTYPE, “p” ) ) & \\ \hline \hline \end{tabular}
\end{table}
Table 1: Search queries used for Scopus and Web of Science (WoS).  
Each criterion was rated on a three-level scale (1-3), as detailed below:  
1. **Alignment with Research Objectives:** Relevance to microgrid management, energy storage (e.g., BESS, hydrogen, PHS), AI-based control, and system optimization (1: Peripheral, 2: Related, 3: Highly Relevant).
2. **Methodological Rigor:** Clarity in research design, model formulation, simulation, or validation _(1: Needs Improvement, 2: Acceptable, 3: Strong)._
3. **Originality and Technical Contribution:** Introduction of new methods or configurations in smart microgrid operation _(1: Minor, 2: Moderate, 3: Major)._
4. **Data Quality and Analysis:** Transparency, depth of results, and reproducibility _(1: Satisfactory, 2: Good, 3: Excellent)._
5. **Scientific Influence:** Citation visibility and relevance in the field _(1: Low, 2: Moderate, 3: High)._  
Figure 3 summarizes the scoring results. Studies falling below the minimum threshold were excluded not due to lack of merit, but because they did not meet the core analytical and thematic standards.  
To enhance transparency, a supplementary annex (Appendix A.1) has been added with representative examples of included and excluded studies, including justifications based on the evaluation matrix.  
A total of 66 studies, representing 19.1% of the evaluated works, met all criteria and were retained for synthesis.  
Figure 2: Yearly distribution of selected studies from 2014 to 2025, showing a steady increase in research activity related to smart microgrid management and optimization.