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• How to Write a Literature Review | Guide, Examples, & Templates

How to Write a Literature Review | Guide, Examples, & Templates

Published on January 2, 2023 by Shona McCombes . Revised on September 11, 2023.

What is a literature review? A literature review is a survey of scholarly sources on a specific topic. It provides an overview of current knowledge, allowing you to identify relevant theories, methods, and gaps in the existing research that you can later apply to your paper, thesis, or dissertation topic .

There are five key steps to writing a literature review:

• Search for relevant literature
• Evaluate sources
• Identify themes, debates, and gaps
• Outline the structure
• Write your literature review

A good literature review doesn’t just summarize sources—it analyzes, synthesizes , and critically evaluates to give a clear picture of the state of knowledge on the subject.

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Table of contents

What is the purpose of a literature review, examples of literature reviews, step 1 – search for relevant literature, step 2 – evaluate and select sources, step 3 – identify themes, debates, and gaps, step 4 – outline your literature review’s structure, step 5 – write your literature review, free lecture slides, other interesting articles, frequently asked questions, introduction.

• Quick Run-through
• Step 1 & 2

When you write a thesis , dissertation , or research paper , you will likely have to conduct a literature review to situate your research within existing knowledge. The literature review gives you a chance to:

• Demonstrate your familiarity with the topic and its scholarly context
• Develop a theoretical framework and methodology for your research
• Position your work in relation to other researchers and theorists
• Show how your research addresses a gap or contributes to a debate
• Evaluate the current state of research and demonstrate your knowledge of the scholarly debates around your topic.

Writing literature reviews is a particularly important skill if you want to apply for graduate school or pursue a career in research. We’ve written a step-by-step guide that you can follow below.

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Writing literature reviews can be quite challenging! A good starting point could be to look at some examples, depending on what kind of literature review you’d like to write.

• Example literature review #1: “Why Do People Migrate? A Review of the Theoretical Literature” ( Theoretical literature review about the development of economic migration theory from the 1950s to today.)
• Example literature review #2: “Literature review as a research methodology: An overview and guidelines” ( Methodological literature review about interdisciplinary knowledge acquisition and production.)
• Example literature review #3: “The Use of Technology in English Language Learning: A Literature Review” ( Thematic literature review about the effects of technology on language acquisition.)
• Example literature review #4: “Learners’ Listening Comprehension Difficulties in English Language Learning: A Literature Review” ( Chronological literature review about how the concept of listening skills has changed over time.)

You can also check out our templates with literature review examples and sample outlines at the links below.

Download Word doc Download Google doc

Before you begin searching for literature, you need a clearly defined topic .

If you are writing the literature review section of a dissertation or research paper, you will search for literature related to your research problem and questions .

Make a list of keywords

Start by creating a list of keywords related to your research question. Include each of the key concepts or variables you’re interested in, and list any synonyms and related terms. You can add to this list as you discover new keywords in the process of your literature search.

• Social media, Facebook, Instagram, Twitter, Snapchat, TikTok
• Body image, self-perception, self-esteem, mental health
• Generation Z, teenagers, adolescents, youth

Search for relevant sources

Use your keywords to begin searching for sources. Some useful databases to search for journals and articles include:

• Your university’s library catalogue
• Google Scholar
• Project Muse (humanities and social sciences)
• Medline (life sciences and biomedicine)
• EconLit (economics)
• Inspec (physics, engineering and computer science)

You can also use boolean operators to help narrow down your search.

Make sure to read the abstract to find out whether an article is relevant to your question. When you find a useful book or article, you can check the bibliography to find other relevant sources.

You likely won’t be able to read absolutely everything that has been written on your topic, so it will be necessary to evaluate which sources are most relevant to your research question.

For each publication, ask yourself:

• What question or problem is the author addressing?
• What are the key concepts and how are they defined?
• What are the key theories, models, and methods?
• Does the research use established frameworks or take an innovative approach?
• What are the results and conclusions of the study?
• How does the publication relate to other literature in the field? Does it confirm, add to, or challenge established knowledge?
• What are the strengths and weaknesses of the research?

Make sure the sources you use are credible , and make sure you read any landmark studies and major theories in your field of research.

You can use our template to summarize and evaluate sources you’re thinking about using. Click on either button below to download.

Take notes and cite your sources

As you read, you should also begin the writing process. Take notes that you can later incorporate into the text of your literature review.

It is important to keep track of your sources with citations to avoid plagiarism . It can be helpful to make an annotated bibliography , where you compile full citation information and write a paragraph of summary and analysis for each source. This helps you remember what you read and saves time later in the process.

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To begin organizing your literature review’s argument and structure, be sure you understand the connections and relationships between the sources you’ve read. Based on your reading and notes, you can look for:

• Trends and patterns (in theory, method or results): do certain approaches become more or less popular over time?
• Themes: what questions or concepts recur across the literature?
• Debates, conflicts and contradictions: where do sources disagree?
• Pivotal publications: are there any influential theories or studies that changed the direction of the field?
• Gaps: what is missing from the literature? Are there weaknesses that need to be addressed?

This step will help you work out the structure of your literature review and (if applicable) show how your own research will contribute to existing knowledge.

• Most research has focused on young women.
• There is an increasing interest in the visual aspects of social media.
• But there is still a lack of robust research on highly visual platforms like Instagram and Snapchat—this is a gap that you could address in your own research.

There are various approaches to organizing the body of a literature review. Depending on the length of your literature review, you can combine several of these strategies (for example, your overall structure might be thematic, but each theme is discussed chronologically).

Chronological

The simplest approach is to trace the development of the topic over time. However, if you choose this strategy, be careful to avoid simply listing and summarizing sources in order.

Try to analyze patterns, turning points and key debates that have shaped the direction of the field. Give your interpretation of how and why certain developments occurred.

If you have found some recurring central themes, you can organize your literature review into subsections that address different aspects of the topic.

For example, if you are reviewing literature about inequalities in migrant health outcomes, key themes might include healthcare policy, language barriers, cultural attitudes, legal status, and economic access.

Methodological

If you draw your sources from different disciplines or fields that use a variety of research methods , you might want to compare the results and conclusions that emerge from different approaches. For example:

• Look at what results have emerged in qualitative versus quantitative research
• Discuss how the topic has been approached by empirical versus theoretical scholarship
• Divide the literature into sociological, historical, and cultural sources

Theoretical

A literature review is often the foundation for a theoretical framework . You can use it to discuss various theories, models, and definitions of key concepts.

You might argue for the relevance of a specific theoretical approach, or combine various theoretical concepts to create a framework for your research.

Like any other academic text , your literature review should have an introduction , a main body, and a conclusion . What you include in each depends on the objective of your literature review.

The introduction should clearly establish the focus and purpose of the literature review.

Depending on the length of your literature review, you might want to divide the body into subsections. You can use a subheading for each theme, time period, or methodological approach.

As you write, you can follow these tips:

• Summarize and synthesize: give an overview of the main points of each source and combine them into a coherent whole
• Analyze and interpret: don’t just paraphrase other researchers — add your own interpretations where possible, discussing the significance of findings in relation to the literature as a whole
• Critically evaluate: mention the strengths and weaknesses of your sources
• Write in well-structured paragraphs: use transition words and topic sentences to draw connections, comparisons and contrasts

In the conclusion, you should summarize the key findings you have taken from the literature and emphasize their significance.

When you’ve finished writing and revising your literature review, don’t forget to proofread thoroughly before submitting. Not a language expert? Check out Scribbr’s professional proofreading services !

This article has been adapted into lecture slides that you can use to teach your students about writing a literature review.

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If you want to know more about the research process , methodology , research bias , or statistics , make sure to check out some of our other articles with explanations and examples.

• Sampling methods
• Simple random sampling
• Stratified sampling
• Cluster sampling
• Likert scales
• Reproducibility

 Statistics

• Null hypothesis
• Statistical power
• Probability distribution
• Effect size
• Poisson distribution

Research bias

• Optimism bias
• Cognitive bias
• Implicit bias
• Hawthorne effect
• Anchoring bias
• Explicit bias

A literature review is a survey of scholarly sources (such as books, journal articles, and theses) related to a specific topic or research question .

It is often written as part of a thesis, dissertation , or research paper , in order to situate your work in relation to existing knowledge.

There are several reasons to conduct a literature review at the beginning of a research project:

• To familiarize yourself with the current state of knowledge on your topic
• To ensure that you’re not just repeating what others have already done
• To identify gaps in knowledge and unresolved problems that your research can address
• To develop your theoretical framework and methodology
• To provide an overview of the key findings and debates on the topic

Writing the literature review shows your reader how your work relates to existing research and what new insights it will contribute.

The literature review usually comes near the beginning of your thesis or dissertation . After the introduction , it grounds your research in a scholarly field and leads directly to your theoretical framework or methodology .

A literature review is a survey of credible sources on a topic, often used in dissertations , theses, and research papers . Literature reviews give an overview of knowledge on a subject, helping you identify relevant theories and methods, as well as gaps in existing research. Literature reviews are set up similarly to other  academic texts , with an introduction , a main body, and a conclusion .

An  annotated bibliography is a list of  source references that has a short description (called an annotation ) for each of the sources. It is often assigned as part of the research process for a  paper .  

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Research Process :: Step by Step

• Introduction
• Select Topic
• Identify Keywords
• Background Information
• Develop Research Questions
• Refine Topic
• Search Strategy
• Popular Databases
• Evaluate Sources
• Types of Periodicals
• Reading Scholarly Articles
• Primary & Secondary Sources
• Organize / Take Notes
• Writing & Grammar Resources
• Annotated Bibliography
• Literature Review
• Citation Styles
• Paraphrasing
• Privacy / Confidentiality

Organize the literature review into sections that present themes or identify trends, including relevant theory. You are not trying to list all the material published, but to synthesize and evaluate it according to the guiding concept of your thesis or research question.  

What is a literature review?

A literature review is an account of what has been published on a topic by accredited scholars and researchers. Occasionally you will be asked to write one as a separate assignment, but more often it is part of the introduction to an essay, research report, or thesis. In writing the literature review, your purpose is to convey to your reader what knowledge and ideas have been established on a topic, and what their strengths and weaknesses are. As a piece of writing, the literature review must be defined by a guiding concept (e.g., your research objective, the problem or issue you are discussing, or your argumentative thesis). It is not just a descriptive list of the material available, or a set of summaries

A literature review must do these things:

• be organized around and related directly to the thesis or research question you are developing
• synthesize results into a summary of what is and is not known
• identify areas of controversy in the literature
• formulate questions that need further research

Ask yourself questions like these:

• What is the specific thesis, problem, or research question that my literature review helps to define?
• What type of literature review am I conducting? Am I looking at issues of theory? methodology? policy? quantitative research (e.g. on the effectiveness of a new procedure)? qualitative research (e.g., studies of loneliness among migrant workers)?
• What is the scope of my literature review? What types of publications am I using (e.g., journals, books, government documents, popular media)? What discipline am I working in (e.g., nursing psychology, sociology, medicine)?
• How good was my information seeking? Has my search been wide enough to ensure I've found all the relevant material? Has it been narrow enough to exclude irrelevant material? Is the number of sources I've used appropriate for the length of my paper?
• Have I critically analyzed the literature I use? Do I follow through a set of concepts and questions, comparing items to each other in the ways they deal with them? Instead of just listing and summarizing items, do I assess them, discussing strengths and weaknesses?
• Have I cited and discussed studies contrary to my perspective?
• Will the reader find my literature review relevant, appropriate, and useful?

Ask yourself questions like these about each book or article you include:

• Has the author formulated a problem/issue?
• Is it clearly defined? Is its significance (scope, severity, relevance) clearly established?
• Could the problem have been approached more effectively from another perspective?
• What is the author's research orientation (e.g., interpretive, critical science, combination)?
• What is the author's theoretical framework (e.g., psychological, developmental, feminist)?
• What is the relationship between the theoretical and research perspectives?
• Has the author evaluated the literature relevant to the problem/issue? Does the author include literature taking positions she or he does not agree with?
• In a research study, how good are the basic components of the study design (e.g., population, intervention, outcome)? How accurate and valid are the measurements? Is the analysis of the data accurate and relevant to the research question? Are the conclusions validly based upon the data and analysis?
• In material written for a popular readership, does the author use appeals to emotion, one-sided examples, or rhetorically-charged language and tone? Is there an objective basis to the reasoning, or is the author merely "proving" what he or she already believes?
• How does the author structure the argument? Can you "deconstruct" the flow of the argument to see whether or where it breaks down logically (e.g., in establishing cause-effect relationships)?
• In what ways does this book or article contribute to our understanding of the problem under study, and in what ways is it useful for practice? What are the strengths and limitations?
• How does this book or article relate to the specific thesis or question I am developing?

Text written by Dena Taylor, Health Sciences Writing Centre, University of Toronto

http://www.writing.utoronto.ca/advice/specific-types-of-writing/literature-review

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• Steps in Conducting a Literature Review

What is a literature review?

A literature review is an integrated analysis -- not just a summary-- of scholarly writings and other relevant evidence related directly to your research question.  That is, it represents a synthesis of the evidence that provides background information on your topic and shows a association between the evidence and your research question.

A literature review may be a stand alone work or the introduction to a larger research paper, depending on the assignment.  Rely heavily on the guidelines your instructor has given you.

Why is it important?

A literature review is important because it:

• Explains the background of research on a topic.
• Demonstrates why a topic is significant to a subject area.
• Discovers relationships between research studies/ideas.
• Identifies major themes, concepts, and researchers on a topic.
• Identifies critical gaps and points of disagreement.
• Discusses further research questions that logically come out of the previous studies.

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1. Choose a topic. Define your research question.

Your literature review should be guided by your central research question.  The literature represents background and research developments related to a specific research question, interpreted and analyzed by you in a synthesized way.

• Make sure your research question is not too broad or too narrow.  Is it manageable?
• Begin writing down terms that are related to your question. These will be useful for searches later.
• If you have the opportunity, discuss your topic with your professor and your class mates.

2. Decide on the scope of your review

How many studies do you need to look at? How comprehensive should it be? How many years should it cover? 

• This may depend on your assignment.  How many sources does the assignment require?

3. Select the databases you will use to conduct your searches.

Make a list of the databases you will search. 

Where to find databases:

• use the tabs on this guide
• Find other databases in the Nursing Information Resources web page
• More on the Medical Library web page
• ... and more on the Yale University Library web page

4. Conduct your searches to find the evidence. Keep track of your searches.

• Use the key words in your question, as well as synonyms for those words, as terms in your search. Use the database tutorials for help.
• Save the searches in the databases. This saves time when you want to redo, or modify, the searches. It is also helpful to use as a guide is the searches are not finding any useful results.
• Review the abstracts of research studies carefully. This will save you time.
• Use the bibliographies and references of research studies you find to locate others.
• Check with your professor, or a subject expert in the field, if you are missing any key works in the field.
• Ask your librarian for help at any time.
• Use a citation manager, such as EndNote as the repository for your citations. See the EndNote tutorials for help.

Review the literature

Some questions to help you analyze the research:

• What was the research question of the study you are reviewing? What were the authors trying to discover?
• Was the research funded by a source that could influence the findings?
• What were the research methodologies? Analyze its literature review, the samples and variables used, the results, and the conclusions.
• Does the research seem to be complete? Could it have been conducted more soundly? What further questions does it raise?
• If there are conflicting studies, why do you think that is?
• How are the authors viewed in the field? Has this study been cited? If so, how has it been analyzed?

Tips: 

• Review the abstracts carefully.  
• Keep careful notes so that you may track your thought processes during the research process.
• Create a matrix of the studies for easy analysis, and synthesis, across all of the studies.
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What is a Literature Review? How to Write It (with Examples)

A literature review is a critical analysis and synthesis of existing research on a particular topic. It provides an overview of the current state of knowledge, identifies gaps, and highlights key findings in the literature. 1 The purpose of a literature review is to situate your own research within the context of existing scholarship, demonstrating your understanding of the topic and showing how your work contributes to the ongoing conversation in the field. Learning how to write a literature review is a critical tool for successful research. Your ability to summarize and synthesize prior research pertaining to a certain topic demonstrates your grasp on the topic of study, and assists in the learning process. 

Table of Contents

What is the purpose of literature review , a. habitat loss and species extinction: , b. range shifts and phenological changes: , c. ocean acidification and coral reefs: , d. adaptive strategies and conservation efforts: .

• Choose a Topic and Define the Research Question: 
• Decide on the Scope of Your Review: 
• Select Databases for Searches: 
• Conduct Searches and Keep Track: 
• Review the Literature: 
• Organize and Write Your Literature Review: 
• How to write a literature review faster with Paperpal? 

Frequently asked questions 

What is a literature review .

A well-conducted literature review demonstrates the researcher’s familiarity with the existing literature, establishes the context for their own research, and contributes to scholarly conversations on the topic. One of the purposes of a literature review is also to help researchers avoid duplicating previous work and ensure that their research is informed by and builds upon the existing body of knowledge.

A literature review serves several important purposes within academic and research contexts. Here are some key objectives and functions of a literature review: 2  

1. Contextualizing the Research Problem: The literature review provides a background and context for the research problem under investigation. It helps to situate the study within the existing body of knowledge. 

2. Identifying Gaps in Knowledge: By identifying gaps, contradictions, or areas requiring further research, the researcher can shape the research question and justify the significance of the study. This is crucial for ensuring that the new research contributes something novel to the field.

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3. Understanding Theoretical and Conceptual Frameworks: Literature reviews help researchers gain an understanding of the theoretical and conceptual frameworks used in previous studies. This aids in the development of a theoretical framework for the current research. 

4. Providing Methodological Insights: Another purpose of literature reviews is that it allows researchers to learn about the methodologies employed in previous studies. This can help in choosing appropriate research methods for the current study and avoiding pitfalls that others may have encountered. 

5. Establishing Credibility: A well-conducted literature review demonstrates the researcher’s familiarity with existing scholarship, establishing their credibility and expertise in the field. It also helps in building a solid foundation for the new research. 

6. Informing Hypotheses or Research Questions: The literature review guides the formulation of hypotheses or research questions by highlighting relevant findings and areas of uncertainty in existing literature. 

Literature review example 

Let’s delve deeper with a literature review example: Let’s say your literature review is about the impact of climate change on biodiversity. You might format your literature review into sections such as the effects of climate change on habitat loss and species extinction, phenological changes, and marine biodiversity. Each section would then summarize and analyze relevant studies in those areas, highlighting key findings and identifying gaps in the research. The review would conclude by emphasizing the need for further research on specific aspects of the relationship between climate change and biodiversity. The following literature review template provides a glimpse into the recommended literature review structure and content, demonstrating how research findings are organized around specific themes within a broader topic. 

Literature Review on Climate Change Impacts on Biodiversity:  

Climate change is a global phenomenon with far-reaching consequences, including significant impacts on biodiversity. This literature review synthesizes key findings from various studies: 

Climate change-induced alterations in temperature and precipitation patterns contribute to habitat loss, affecting numerous species (Thomas et al., 2004). The review discusses how these changes increase the risk of extinction, particularly for species with specific habitat requirements. 

Observations of range shifts and changes in the timing of biological events (phenology) are documented in response to changing climatic conditions (Parmesan & Yohe, 2003). These shifts affect ecosystems and may lead to mismatches between species and their resources. 

The review explores the impact of climate change on marine biodiversity, emphasizing ocean acidification’s threat to coral reefs (Hoegh-Guldberg et al., 2007). Changes in pH levels negatively affect coral calcification, disrupting the delicate balance of marine ecosystems. 

Recognizing the urgency of the situation, the literature review discusses various adaptive strategies adopted by species and conservation efforts aimed at mitigating the impacts of climate change on biodiversity (Hannah et al., 2007). It emphasizes the importance of interdisciplinary approaches for effective conservation planning. 

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How to write a good literature review 

Writing a literature review involves summarizing and synthesizing existing research on a particular topic. A good literature review format should include the following elements. 

Introduction: The introduction sets the stage for your literature review, providing context and introducing the main focus of your review. 

• Opening Statement: Begin with a general statement about the broader topic and its significance in the field. 
• Scope and Purpose: Clearly define the scope of your literature review. Explain the specific research question or objective you aim to address. 
• Organizational Framework: Briefly outline the structure of your literature review, indicating how you will categorize and discuss the existing research. 
• Significance of the Study: Highlight why your literature review is important and how it contributes to the understanding of the chosen topic. 
• Thesis Statement: Conclude the introduction with a concise thesis statement that outlines the main argument or perspective you will develop in the body of the literature review. 

Body: The body of the literature review is where you provide a comprehensive analysis of existing literature, grouping studies based on themes, methodologies, or other relevant criteria. 

• Organize by Theme or Concept: Group studies that share common themes, concepts, or methodologies. Discuss each theme or concept in detail, summarizing key findings and identifying gaps or areas of disagreement. 
• Critical Analysis: Evaluate the strengths and weaknesses of each study. Discuss the methodologies used, the quality of evidence, and the overall contribution of each work to the understanding of the topic. 
• Synthesis of Findings: Synthesize the information from different studies to highlight trends, patterns, or areas of consensus in the literature. 
• Identification of Gaps: Discuss any gaps or limitations in the existing research and explain how your review contributes to filling these gaps. 
• Transition between Sections: Provide smooth transitions between different themes or concepts to maintain the flow of your literature review. 

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Conclusion: The conclusion of your literature review should summarize the main findings, highlight the contributions of the review, and suggest avenues for future research. 

• Summary of Key Findings: Recap the main findings from the literature and restate how they contribute to your research question or objective. 
• Contributions to the Field: Discuss the overall contribution of your literature review to the existing knowledge in the field. 
• Implications and Applications: Explore the practical implications of the findings and suggest how they might impact future research or practice. 
• Recommendations for Future Research: Identify areas that require further investigation and propose potential directions for future research in the field. 
• Final Thoughts: Conclude with a final reflection on the importance of your literature review and its relevance to the broader academic community. 

Conducting a literature review 

Conducting a literature review is an essential step in research that involves reviewing and analyzing existing literature on a specific topic. It’s important to know how to do a literature review effectively, so here are the steps to follow: 1  

Choose a Topic and Define the Research Question:  

• Select a topic that is relevant to your field of study. 
• Clearly define your research question or objective. Determine what specific aspect of the topic do you want to explore? 

Decide on the Scope of Your Review:  

• Determine the timeframe for your literature review. Are you focusing on recent developments, or do you want a historical overview? 
• Consider the geographical scope. Is your review global, or are you focusing on a specific region? 
• Define the inclusion and exclusion criteria. What types of sources will you include? Are there specific types of studies or publications you will exclude? 

Select Databases for Searches:  

• Identify relevant databases for your field. Examples include PubMed, IEEE Xplore, Scopus, Web of Science, and Google Scholar. 
• Consider searching in library catalogs, institutional repositories, and specialized databases related to your topic. 

Conduct Searches and Keep Track:  

• Develop a systematic search strategy using keywords, Boolean operators (AND, OR, NOT), and other search techniques. 
• Record and document your search strategy for transparency and replicability. 
• Keep track of the articles, including publication details, abstracts, and links. Use citation management tools like EndNote, Zotero, or Mendeley to organize your references. 

Review the Literature:  

• Evaluate the relevance and quality of each source. Consider the methodology, sample size, and results of studies. 
• Organize the literature by themes or key concepts. Identify patterns, trends, and gaps in the existing research. 
• Summarize key findings and arguments from each source. Compare and contrast different perspectives. 
• Identify areas where there is a consensus in the literature and where there are conflicting opinions. 
• Provide critical analysis and synthesis of the literature. What are the strengths and weaknesses of existing research? 

Organize and Write Your Literature Review:  

• Literature review outline should be based on themes, chronological order, or methodological approaches. 
• Write a clear and coherent narrative that synthesizes the information gathered. 
• Use proper citations for each source and ensure consistency in your citation style (APA, MLA, Chicago, etc.). 
• Conclude your literature review by summarizing key findings, identifying gaps, and suggesting areas for future research. 

Whether you’re exploring a new research field or finding new angles to develop an existing topic, sifting through hundreds of papers can take more time than you have to spare. But what if you could find science-backed insights with verified citations in seconds? That’s the power of Paperpal’s new Research feature!  

How to write a literature review faster with Paperpal?  

Paperpal, an AI writing assistant, integrates powerful academic search capabilities within its writing platform. With the Research | Cite feature, you get 100% factual insights, with citations backed by 250M+ verified research articles, directly within your writing interface. It also allows you auto-cite references in 10,000+ styles and save relevant references in your Citation Library. By eliminating the need to switch tabs to find answers to all your research questions, Paperpal saves time and helps you stay focused on your writing.   

Here’s how to use the Research feature:  

• Ask a question: Get started with a new document on paperpal.com. Click on the “Research | Cite” feature and type your question in plain English. Paperpal will scour over 250 million research articles, including conference papers and preprints, to provide you with accurate insights and citations. 

• Review and Save: Paperpal summarizes the information, while citing sources and listing relevant reads. You can quickly scan the results to identify relevant references and save these directly to your built-in citations library for later access. 
• Cite with Confidence: Paperpal makes it easy to incorporate relevant citations and references in 10,000+ styles into your writing, ensuring your arguments are well-supported by credible sources. This translates to a polished, well-researched literature review. 

The literature review sample and detailed advice on writing and conducting a review will help you produce a well-structured report. But remember that a good literature review is an ongoing process, and it may be necessary to revisit and update it as your research progresses. By combining effortless research with an easy citation process, Paperpal Research streamlines the literature review process and empowers you to write faster and with more confidence. Try Paperpal Research now and see for yourself.  

A literature review is a critical and comprehensive analysis of existing literature (published and unpublished works) on a specific topic or research question and provides a synthesis of the current state of knowledge in a particular field. A well-conducted literature review is crucial for researchers to build upon existing knowledge, avoid duplication of efforts, and contribute to the advancement of their field. It also helps researchers situate their work within a broader context and facilitates the development of a sound theoretical and conceptual framework for their studies.

Literature review is a crucial component of research writing, providing a solid background for a research paper’s investigation. The aim is to keep professionals up to date by providing an understanding of ongoing developments within a specific field, including research methods, and experimental techniques used in that field, and present that knowledge in the form of a written report. Also, the depth and breadth of the literature review emphasizes the credibility of the scholar in his or her field.  

Before writing a literature review, it’s essential to undertake several preparatory steps to ensure that your review is well-researched, organized, and focused. This includes choosing a topic of general interest to you and doing exploratory research on that topic, writing an annotated bibliography, and noting major points, especially those that relate to the position you have taken on the topic. 

Literature reviews and academic research papers are essential components of scholarly work but serve different purposes within the academic realm. 3 A literature review aims to provide a foundation for understanding the current state of research on a particular topic, identify gaps or controversies, and lay the groundwork for future research. Therefore, it draws heavily from existing academic sources, including books, journal articles, and other scholarly publications. In contrast, an academic research paper aims to present new knowledge, contribute to the academic discourse, and advance the understanding of a specific research question. Therefore, it involves a mix of existing literature (in the introduction and literature review sections) and original data or findings obtained through research methods. 

Literature reviews are essential components of academic and research papers, and various strategies can be employed to conduct them effectively. If you want to know how to write a literature review for a research paper, here are four common approaches that are often used by researchers.  Chronological Review: This strategy involves organizing the literature based on the chronological order of publication. It helps to trace the development of a topic over time, showing how ideas, theories, and research have evolved.  Thematic Review: Thematic reviews focus on identifying and analyzing themes or topics that cut across different studies. Instead of organizing the literature chronologically, it is grouped by key themes or concepts, allowing for a comprehensive exploration of various aspects of the topic.  Methodological Review: This strategy involves organizing the literature based on the research methods employed in different studies. It helps to highlight the strengths and weaknesses of various methodologies and allows the reader to evaluate the reliability and validity of the research findings.  Theoretical Review: A theoretical review examines the literature based on the theoretical frameworks used in different studies. This approach helps to identify the key theories that have been applied to the topic and assess their contributions to the understanding of the subject.  It’s important to note that these strategies are not mutually exclusive, and a literature review may combine elements of more than one approach. The choice of strategy depends on the research question, the nature of the literature available, and the goals of the review. Additionally, other strategies, such as integrative reviews or systematic reviews, may be employed depending on the specific requirements of the research.

The literature review format can vary depending on the specific publication guidelines. However, there are some common elements and structures that are often followed. Here is a general guideline for the format of a literature review:  Introduction:   Provide an overview of the topic.  Define the scope and purpose of the literature review.  State the research question or objective.  Body:   Organize the literature by themes, concepts, or chronology.  Critically analyze and evaluate each source.  Discuss the strengths and weaknesses of the studies.  Highlight any methodological limitations or biases.  Identify patterns, connections, or contradictions in the existing research.  Conclusion:   Summarize the key points discussed in the literature review.  Highlight the research gap.  Address the research question or objective stated in the introduction.  Highlight the contributions of the review and suggest directions for future research.

Both annotated bibliographies and literature reviews involve the examination of scholarly sources. While annotated bibliographies focus on individual sources with brief annotations, literature reviews provide a more in-depth, integrated, and comprehensive analysis of existing literature on a specific topic. The key differences are as follows: 

References 

• Denney, A. S., & Tewksbury, R. (2013). How to write a literature review.  Journal of criminal justice education ,  24 (2), 218-234. 
• Pan, M. L. (2016).  Preparing literature reviews: Qualitative and quantitative approaches . Taylor & Francis. 
• Cantero, C. (2019). How to write a literature review.  San José State University Writing Center . 

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Writing a Literature Review

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A literature review is a document or section of a document that collects key sources on a topic and discusses those sources in conversation with each other (also called synthesis ). The lit review is an important genre in many disciplines, not just literature (i.e., the study of works of literature such as novels and plays). When we say “literature review” or refer to “the literature,” we are talking about the research ( scholarship ) in a given field. You will often see the terms “the research,” “the scholarship,” and “the literature” used mostly interchangeably.

Where, when, and why would I write a lit review?

There are a number of different situations where you might write a literature review, each with slightly different expectations; different disciplines, too, have field-specific expectations for what a literature review is and does. For instance, in the humanities, authors might include more overt argumentation and interpretation of source material in their literature reviews, whereas in the sciences, authors are more likely to report study designs and results in their literature reviews; these differences reflect these disciplines’ purposes and conventions in scholarship. You should always look at examples from your own discipline and talk to professors or mentors in your field to be sure you understand your discipline’s conventions, for literature reviews as well as for any other genre.

A literature review can be a part of a research paper or scholarly article, usually falling after the introduction and before the research methods sections. In these cases, the lit review just needs to cover scholarship that is important to the issue you are writing about; sometimes it will also cover key sources that informed your research methodology.

Lit reviews can also be standalone pieces, either as assignments in a class or as publications. In a class, a lit review may be assigned to help students familiarize themselves with a topic and with scholarship in their field, get an idea of the other researchers working on the topic they’re interested in, find gaps in existing research in order to propose new projects, and/or develop a theoretical framework and methodology for later research. As a publication, a lit review usually is meant to help make other scholars’ lives easier by collecting and summarizing, synthesizing, and analyzing existing research on a topic. This can be especially helpful for students or scholars getting into a new research area, or for directing an entire community of scholars toward questions that have not yet been answered.

What are the parts of a lit review?

Most lit reviews use a basic introduction-body-conclusion structure; if your lit review is part of a larger paper, the introduction and conclusion pieces may be just a few sentences while you focus most of your attention on the body. If your lit review is a standalone piece, the introduction and conclusion take up more space and give you a place to discuss your goals, research methods, and conclusions separately from where you discuss the literature itself.

Introduction:

• An introductory paragraph that explains what your working topic and thesis is
• A forecast of key topics or texts that will appear in the review
• Potentially, a description of how you found sources and how you analyzed them for inclusion and discussion in the review (more often found in published, standalone literature reviews than in lit review sections in an article or research paper)
• Summarize and synthesize: Give an overview of the main points of each source and combine them into a coherent whole
• Analyze and interpret: Don’t just paraphrase other researchers – add your own interpretations where possible, discussing the significance of findings in relation to the literature as a whole
• Critically Evaluate: Mention the strengths and weaknesses of your sources
• Write in well-structured paragraphs: Use transition words and topic sentence to draw connections, comparisons, and contrasts.

Conclusion:

• Summarize the key findings you have taken from the literature and emphasize their significance
• Connect it back to your primary research question

How should I organize my lit review?

Lit reviews can take many different organizational patterns depending on what you are trying to accomplish with the review. Here are some examples:

• Chronological : The simplest approach is to trace the development of the topic over time, which helps familiarize the audience with the topic (for instance if you are introducing something that is not commonly known in your field). If you choose this strategy, be careful to avoid simply listing and summarizing sources in order. Try to analyze the patterns, turning points, and key debates that have shaped the direction of the field. Give your interpretation of how and why certain developments occurred (as mentioned previously, this may not be appropriate in your discipline — check with a teacher or mentor if you’re unsure).
• Thematic : If you have found some recurring central themes that you will continue working with throughout your piece, you can organize your literature review into subsections that address different aspects of the topic. For example, if you are reviewing literature about women and religion, key themes can include the role of women in churches and the religious attitude towards women.
• Qualitative versus quantitative research
• Empirical versus theoretical scholarship
• Divide the research by sociological, historical, or cultural sources
• Theoretical : In many humanities articles, the literature review is the foundation for the theoretical framework. You can use it to discuss various theories, models, and definitions of key concepts. You can argue for the relevance of a specific theoretical approach or combine various theorical concepts to create a framework for your research.

What are some strategies or tips I can use while writing my lit review?

Any lit review is only as good as the research it discusses; make sure your sources are well-chosen and your research is thorough. Don’t be afraid to do more research if you discover a new thread as you’re writing. More info on the research process is available in our "Conducting Research" resources .

As you’re doing your research, create an annotated bibliography ( see our page on the this type of document ). Much of the information used in an annotated bibliography can be used also in a literature review, so you’ll be not only partially drafting your lit review as you research, but also developing your sense of the larger conversation going on among scholars, professionals, and any other stakeholders in your topic.

Usually you will need to synthesize research rather than just summarizing it. This means drawing connections between sources to create a picture of the scholarly conversation on a topic over time. Many student writers struggle to synthesize because they feel they don’t have anything to add to the scholars they are citing; here are some strategies to help you:

• It often helps to remember that the point of these kinds of syntheses is to show your readers how you understand your research, to help them read the rest of your paper.
• Writing teachers often say synthesis is like hosting a dinner party: imagine all your sources are together in a room, discussing your topic. What are they saying to each other?
• Look at the in-text citations in each paragraph. Are you citing just one source for each paragraph? This usually indicates summary only. When you have multiple sources cited in a paragraph, you are more likely to be synthesizing them (not always, but often
• Read more about synthesis here.

The most interesting literature reviews are often written as arguments (again, as mentioned at the beginning of the page, this is discipline-specific and doesn’t work for all situations). Often, the literature review is where you can establish your research as filling a particular gap or as relevant in a particular way. You have some chance to do this in your introduction in an article, but the literature review section gives a more extended opportunity to establish the conversation in the way you would like your readers to see it. You can choose the intellectual lineage you would like to be part of and whose definitions matter most to your thinking (mostly humanities-specific, but this goes for sciences as well). In addressing these points, you argue for your place in the conversation, which tends to make the lit review more compelling than a simple reporting of other sources.

• UConn Library
• Literature Review: The What, Why and How-to Guide
• Introduction

Literature Review: The What, Why and How-to Guide — Introduction

• Getting Started
• How to Pick a Topic
• Strategies to Find Sources
• Evaluating Sources & Lit. Reviews
• Tips for Writing Literature Reviews
• Writing Literature Review: Useful Sites
• Citation Resources
• Other Academic Writings

What are Literature Reviews?

So, what is a literature review? "A literature review is an account of what has been published on a topic by accredited scholars and researchers. In writing the literature review, your purpose is to convey to your reader what knowledge and ideas have been established on a topic, and what their strengths and weaknesses are. As a piece of writing, the literature review must be defined by a guiding concept (e.g., your research objective, the problem or issue you are discussing, or your argumentative thesis). It is not just a descriptive list of the material available, or a set of summaries." Taylor, D.  The literature review: A few tips on conducting it . University of Toronto Health Sciences Writing Centre.

Goals of Literature Reviews

What are the goals of creating a Literature Review?  A literature could be written to accomplish different aims:

• To develop a theory or evaluate an existing theory
• To summarize the historical or existing state of a research topic
• Identify a problem in a field of research 

Baumeister, R. F., & Leary, M. R. (1997). Writing narrative literature reviews .  Review of General Psychology , 1 (3), 311-320.

What kinds of sources require a Literature Review?

• A research paper assigned in a course
• A thesis or dissertation
• A grant proposal
• An article intended for publication in a journal

All these instances require you to collect what has been written about your research topic so that you can demonstrate how your own research sheds new light on the topic.

Types of Literature Reviews

What kinds of literature reviews are written?

Narrative review: The purpose of this type of review is to describe the current state of the research on a specific topic/research and to offer a critical analysis of the literature reviewed. Studies are grouped by research/theoretical categories, and themes and trends, strengths and weakness, and gaps are identified. The review ends with a conclusion section which summarizes the findings regarding the state of the research of the specific study, the gaps identify and if applicable, explains how the author's research will address gaps identify in the review and expand the knowledge on the topic reviewed.

• Example : Predictors and Outcomes of U.S. Quality Maternity Leave: A Review and Conceptual Framework:  10.1177/08948453211037398  

Systematic review : "The authors of a systematic review use a specific procedure to search the research literature, select the studies to include in their review, and critically evaluate the studies they find." (p. 139). Nelson, L. K. (2013). Research in Communication Sciences and Disorders . Plural Publishing.

• Example : The effect of leave policies on increasing fertility: a systematic review:  10.1057/s41599-022-01270-w

Meta-analysis : "Meta-analysis is a method of reviewing research findings in a quantitative fashion by transforming the data from individual studies into what is called an effect size and then pooling and analyzing this information. The basic goal in meta-analysis is to explain why different outcomes have occurred in different studies." (p. 197). Roberts, M. C., & Ilardi, S. S. (2003). Handbook of Research Methods in Clinical Psychology . Blackwell Publishing.

• Example : Employment Instability and Fertility in Europe: A Meta-Analysis:  10.1215/00703370-9164737

Meta-synthesis : "Qualitative meta-synthesis is a type of qualitative study that uses as data the findings from other qualitative studies linked by the same or related topic." (p.312). Zimmer, L. (2006). Qualitative meta-synthesis: A question of dialoguing with texts .  Journal of Advanced Nursing , 53 (3), 311-318.

• Example : Women’s perspectives on career successes and barriers: A qualitative meta-synthesis:  10.1177/05390184221113735

Literature Reviews in the Health Sciences

• UConn Health subject guide on systematic reviews Explanation of the different review types used in health sciences literature as well as tools to help you find the right review type
• << Previous: Getting Started
• Next: How to Pick a Topic >>
• Last Updated: Sep 21, 2022 2:16 PM
• URL: https://guides.lib.uconn.edu/literaturereview

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• What is a Literature Review? | Guide, Template, & Examples

What is a Literature Review? | Guide, Template, & Examples

Published on 22 February 2022 by Shona McCombes . Revised on 7 June 2022.

What is a literature review? A literature review is a survey of scholarly sources on a specific topic. It provides an overview of current knowledge, allowing you to identify relevant theories, methods, and gaps in the existing research.

There are five key steps to writing a literature review:

• Search for relevant literature
• Evaluate sources
• Identify themes, debates and gaps
• Outline the structure
• Write your literature review

A good literature review doesn’t just summarise sources – it analyses, synthesises, and critically evaluates to give a clear picture of the state of knowledge on the subject.

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Table of contents

Why write a literature review, examples of literature reviews, step 1: search for relevant literature, step 2: evaluate and select sources, step 3: identify themes, debates and gaps, step 4: outline your literature review’s structure, step 5: write your literature review, frequently asked questions about literature reviews, introduction.

• Quick Run-through
• Step 1 & 2

When you write a dissertation or thesis, you will have to conduct a literature review to situate your research within existing knowledge. The literature review gives you a chance to:

• Demonstrate your familiarity with the topic and scholarly context
• Develop a theoretical framework and methodology for your research
• Position yourself in relation to other researchers and theorists
• Show how your dissertation addresses a gap or contributes to a debate

You might also have to write a literature review as a stand-alone assignment. In this case, the purpose is to evaluate the current state of research and demonstrate your knowledge of scholarly debates around a topic.

The content will look slightly different in each case, but the process of conducting a literature review follows the same steps. We’ve written a step-by-step guide that you can follow below.

Prevent plagiarism, run a free check.

Writing literature reviews can be quite challenging! A good starting point could be to look at some examples, depending on what kind of literature review you’d like to write.

• Example literature review #1: “Why Do People Migrate? A Review of the Theoretical Literature” ( Theoretical literature review about the development of economic migration theory from the 1950s to today.)
• Example literature review #2: “Literature review as a research methodology: An overview and guidelines” ( Methodological literature review about interdisciplinary knowledge acquisition and production.)
• Example literature review #3: “The Use of Technology in English Language Learning: A Literature Review” ( Thematic literature review about the effects of technology on language acquisition.)
• Example literature review #4: “Learners’ Listening Comprehension Difficulties in English Language Learning: A Literature Review” ( Chronological literature review about how the concept of listening skills has changed over time.)

You can also check out our templates with literature review examples and sample outlines at the links below.

Download Word doc Download Google doc

Before you begin searching for literature, you need a clearly defined topic .

If you are writing the literature review section of a dissertation or research paper, you will search for literature related to your research objectives and questions .

If you are writing a literature review as a stand-alone assignment, you will have to choose a focus and develop a central question to direct your search. Unlike a dissertation research question, this question has to be answerable without collecting original data. You should be able to answer it based only on a review of existing publications.

Make a list of keywords

Start by creating a list of keywords related to your research topic. Include each of the key concepts or variables you’re interested in, and list any synonyms and related terms. You can add to this list if you discover new keywords in the process of your literature search.

• Social media, Facebook, Instagram, Twitter, Snapchat, TikTok
• Body image, self-perception, self-esteem, mental health
• Generation Z, teenagers, adolescents, youth

Search for relevant sources

Use your keywords to begin searching for sources. Some databases to search for journals and articles include:

• Your university’s library catalogue
• Google Scholar
• Project Muse (humanities and social sciences)
• Medline (life sciences and biomedicine)
• EconLit (economics)
• Inspec (physics, engineering and computer science)

You can use boolean operators to help narrow down your search:

Read the abstract to find out whether an article is relevant to your question. When you find a useful book or article, you can check the bibliography to find other relevant sources.

To identify the most important publications on your topic, take note of recurring citations. If the same authors, books or articles keep appearing in your reading, make sure to seek them out.

You probably won’t be able to read absolutely everything that has been written on the topic – you’ll have to evaluate which sources are most relevant to your questions.

For each publication, ask yourself:

• What question or problem is the author addressing?
• What are the key concepts and how are they defined?
• What are the key theories, models and methods? Does the research use established frameworks or take an innovative approach?
• What are the results and conclusions of the study?
• How does the publication relate to other literature in the field? Does it confirm, add to, or challenge established knowledge?
• How does the publication contribute to your understanding of the topic? What are its key insights and arguments?
• What are the strengths and weaknesses of the research?

Make sure the sources you use are credible, and make sure you read any landmark studies and major theories in your field of research.

You can find out how many times an article has been cited on Google Scholar – a high citation count means the article has been influential in the field, and should certainly be included in your literature review.

The scope of your review will depend on your topic and discipline: in the sciences you usually only review recent literature, but in the humanities you might take a long historical perspective (for example, to trace how a concept has changed in meaning over time).

Remember that you can use our template to summarise and evaluate sources you’re thinking about using!

Take notes and cite your sources

As you read, you should also begin the writing process. Take notes that you can later incorporate into the text of your literature review.

It’s important to keep track of your sources with references to avoid plagiarism . It can be helpful to make an annotated bibliography, where you compile full reference information and write a paragraph of summary and analysis for each source. This helps you remember what you read and saves time later in the process.

You can use our free APA Reference Generator for quick, correct, consistent citations.

To begin organising your literature review’s argument and structure, you need to understand the connections and relationships between the sources you’ve read. Based on your reading and notes, you can look for:

• Trends and patterns (in theory, method or results): do certain approaches become more or less popular over time?
• Themes: what questions or concepts recur across the literature?
• Debates, conflicts and contradictions: where do sources disagree?
• Pivotal publications: are there any influential theories or studies that changed the direction of the field?
• Gaps: what is missing from the literature? Are there weaknesses that need to be addressed?

This step will help you work out the structure of your literature review and (if applicable) show how your own research will contribute to existing knowledge.

• Most research has focused on young women.
• There is an increasing interest in the visual aspects of social media.
• But there is still a lack of robust research on highly-visual platforms like Instagram and Snapchat – this is a gap that you could address in your own research.

There are various approaches to organising the body of a literature review. You should have a rough idea of your strategy before you start writing.

Depending on the length of your literature review, you can combine several of these strategies (for example, your overall structure might be thematic, but each theme is discussed chronologically).

Chronological

The simplest approach is to trace the development of the topic over time. However, if you choose this strategy, be careful to avoid simply listing and summarising sources in order.

Try to analyse patterns, turning points and key debates that have shaped the direction of the field. Give your interpretation of how and why certain developments occurred.

If you have found some recurring central themes, you can organise your literature review into subsections that address different aspects of the topic.

For example, if you are reviewing literature about inequalities in migrant health outcomes, key themes might include healthcare policy, language barriers, cultural attitudes, legal status, and economic access.

Methodological

If you draw your sources from different disciplines or fields that use a variety of research methods , you might want to compare the results and conclusions that emerge from different approaches. For example:

• Look at what results have emerged in qualitative versus quantitative research
• Discuss how the topic has been approached by empirical versus theoretical scholarship
• Divide the literature into sociological, historical, and cultural sources

Theoretical

A literature review is often the foundation for a theoretical framework . You can use it to discuss various theories, models, and definitions of key concepts.

You might argue for the relevance of a specific theoretical approach, or combine various theoretical concepts to create a framework for your research.

Like any other academic text, your literature review should have an introduction , a main body, and a conclusion . What you include in each depends on the objective of your literature review.

The introduction should clearly establish the focus and purpose of the literature review.

If you are writing the literature review as part of your dissertation or thesis, reiterate your central problem or research question and give a brief summary of the scholarly context. You can emphasise the timeliness of the topic (“many recent studies have focused on the problem of x”) or highlight a gap in the literature (“while there has been much research on x, few researchers have taken y into consideration”).

Depending on the length of your literature review, you might want to divide the body into subsections. You can use a subheading for each theme, time period, or methodological approach.

As you write, make sure to follow these tips:

• Summarise and synthesise: give an overview of the main points of each source and combine them into a coherent whole.
• Analyse and interpret: don’t just paraphrase other researchers – add your own interpretations, discussing the significance of findings in relation to the literature as a whole.
• Critically evaluate: mention the strengths and weaknesses of your sources.
• Write in well-structured paragraphs: use transitions and topic sentences to draw connections, comparisons and contrasts.

In the conclusion, you should summarise the key findings you have taken from the literature and emphasise their significance.

If the literature review is part of your dissertation or thesis, reiterate how your research addresses gaps and contributes new knowledge, or discuss how you have drawn on existing theories and methods to build a framework for your research. This can lead directly into your methodology section.

A literature review is a survey of scholarly sources (such as books, journal articles, and theses) related to a specific topic or research question .

It is often written as part of a dissertation , thesis, research paper , or proposal .

There are several reasons to conduct a literature review at the beginning of a research project:

• To familiarise yourself with the current state of knowledge on your topic
• To ensure that you’re not just repeating what others have already done
• To identify gaps in knowledge and unresolved problems that your research can address
• To develop your theoretical framework and methodology
• To provide an overview of the key findings and debates on the topic

Writing the literature review shows your reader how your work relates to existing research and what new insights it will contribute.

The literature review usually comes near the beginning of your  dissertation . After the introduction , it grounds your research in a scholarly field and leads directly to your theoretical framework or methodology .

Cite this Scribbr article

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Literature Reviews

What is a literature review.

• Literature Review Process

Purpose of a Literature Review

• Choosing a Type of Review
• Developing a Research Question
• Searching the Literature
• Searching Tips
• ChatGPT [beta]
• Documenting your Search
• Using Citation Managers
• Concept Mapping
• Writing the Review
• Further Resources

The Library's Subject Specialists are happy to help with your literature reviews!  Find your Subject Specialist here . 

If you have questions about this guide, contact Librarian  Jamie Niehof ([email protected]).

A literature review is an overview of the available research for a specific scientific topic. Literature reviews summarize existing research to answer a review question, provide context for new research, or identify important gaps in the existing body of literature.

An incredible amount of academic literature is published each year, by estimates over two million articles .

Sorting through and reviewing that literature can be complicated, so this Research Guide provides a structured approach to make the process more manageable.

THIS GUIDE IS AN OVERVIEW OF THE LITERATURE REVIEW PROCESS:

• Getting Started (asking a research question | defining scope)
• Organizing the Literature
• Writing the Literature Review (analyzing | synthesizing)

A  literature search  is a systematic search of the scholarly sources in a particular discipline. A  literature review   is the analysis, critical evaluation and synthesis of the results of that search. During this process you will move from a review  of  the literature to a review  for   your research.   Your synthesis of the literature is your unique contribution to research.

WHO IS THIS RESEARCH GUIDE FOR?

— those new to reviewing the literature

— those that need a refresher or a deeper understanding of writing literature reviews

You may need to do a literature review as a part of a course assignment, a capstone project, a master's thesis, a dissertation, or as part of a journal article. No matter the context, a literature review is an essential part of the research process. 

WHAT IS THE PURPOSE OF A LITERATURE REVIEW?

A literature review is typically performed for a specific reason. Even when assigned as an assignment, the goal of the literature review will be one or more of the following:

• To communicate a project's novelty by identifying a research gap

• An overview of research issues , methodologies or results relevant to field
• To explore the  volume and types of available studies
• To establish familiarity with current research before carrying out a new project
• To resolve conflicts amongst contradictory previous studies

Reviewing the literature helps you understand a research topic and develop your own perspective.

A LITERATURE REVIEW IS NOT :

• An annotated bibliography – which is a list of annotated citations to books, articles and documents that includes a brief description and evaluation for each entry
• A literary review – which is a critical discussion of the merits and weaknesses of a literary work
• A book review – which is a critical discussion of the merits and weaknesses of a particular book
• Next: Choosing a Type of Review >>
• Last Updated: Sep 17, 2024 12:03 PM
• URL: https://guides.lib.umich.edu/litreview

Libraries | Research Guides

Literature reviews, what is a literature review, learning more about how to do a literature review.

• Planning the Review
• The Research Question
• Choosing Where to Search
• Organizing the Review
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A literature review is a review and synthesis of existing research on a topic or research question. A literature review is meant to analyze the scholarly literature, make connections across writings and identify strengths, weaknesses, trends, and missing conversations. A literature review should address different aspects of a topic as it relates to your research question. A literature review goes beyond a description or summary of the literature you have read. 

• Sage Research Methods Core This link opens in a new window SAGE Research Methods supports research at all levels by providing material to guide users through every step of the research process. SAGE Research Methods is the ultimate methods library with more than 1000 books, reference works, journal articles, and instructional videos by world-leading academics from across the social sciences, including the largest collection of qualitative methods books available online from any scholarly publisher. – Publisher

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Conducting a literature review: why do a literature review, why do a literature review.

• How To Find "The Literature"
• Found it -- Now What?

Besides the obvious reason for students -- because it is assigned! -- a literature review helps you explore the research that has come before you, to see how your research question has (or has not) already been addressed.

You identify:

• core research in the field
• experts in the subject area
• methodology you may want to use (or avoid)
• gaps in knowledge -- or where your research would fit in

It Also Helps You:

• Publish and share your findings
• Justify requests for grants and other funding
• Identify best practices to inform practice
• Set wider context for a program evaluation
• Compile information to support community organizing

Great brief overview, from NCSU

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What is a Literature Review?

A literature or narrative review is a comprehensive review and analysis of the published literature on a specific topic or research question. The literature that is reviewed contains: books, articles, academic articles, conference proceedings, association papers, and dissertations. It contains the most pertinent studies and points to important past and current research and practices. It provides background and context, and shows how your research will contribute to the field. 

A literature review should: 

• Provide a comprehensive and updated review of the literature;
• Explain why this review has taken place;
• Articulate a position or hypothesis;
• Acknowledge and account for conflicting and corroborating points of view

From  S age Research Methods

Purpose of a Literature Review

A literature review can be written as an introduction to a study to:

• Demonstrate how a study fills a gap in research
• Compare a study with other research that's been done

Or it can be a separate work (a research article on its own) which:

• Organizes or describes a topic
• Describes variables within a particular issue/problem

Limitations of a Literature Review

Some of the limitations of a literature review are:

• It's a snapshot in time. Unlike other reviews, this one has beginning, a middle and an end. There may be future developments that could make your work less relevant.
• It may be too focused. Some niche studies may miss the bigger picture.
• It can be difficult to be comprehensive. There is no way to make sure all the literature on a topic was considered.
• It is easy to be biased if you stick to top tier journals. There may be other places where people are publishing exemplary research. Look to open access publications and conferences to reflect a more inclusive collection. Also, make sure to include opposing views (and not just supporting evidence).

Source: Grant, Maria J., and Andrew Booth. “A Typology of Reviews: An Analysis of 14 Review Types and Associated Methodologies.” Health Information & Libraries Journal, vol. 26, no. 2, June 2009, pp. 91–108. Wiley Online Library, doi:10.1111/j.1471-1842.2009.00848.x.

Librarian Assistance

For help, please contact the librarian for your subject area.  We have a guide to library specialists by subject .

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How to write a Literature Review: Literature review process

• Literature review process
• Purpose of a literature review
• Evaluating sources
• Managing sources
• Request a literature search
• Selecting the approach to use
• Quantitative vs qualitative method
• Summary of different research methodologies
• Research design vs research methodology
• Diagram: importance of research
• Attributes of a good research scholar

Step 1: Select a topic

• Select a topic you can manage in the time frame you have to complete your project.
• Establish your research questions and organize your literature into logical categories around the subject/ topic areas of your questions.  Your research questions must be specific enou gh to guide you to the relevant literature.
• Make sure you understand the concept of ‘broader’ and ‘narrower’ terms.  The narrower your topic, the easier it will be to limit the number of sources you need to read in order to get a good survey of the literature.

Step 2: Identify the most relevant sources on your topic

Use a variety of resources - locate books , journals , and documents that contain useful information and ideas on your topic. Internet sites , theses & dissertations , conference papers , ePrints and government or industry reports can also be included. Do not rely solely on electronic full-text material which is more easily available. Reference sources such as dictionaries can assist in defining terminology, and encyclopaedias may provide useful introductions to your topic by experts in the field and will list key references.

Step 3 : Search and refine

• Unisa has a number of databases that provide full text access to articles, that allow you to refine your search to ‘peer reviewed’ journals.  These are scholarly journals which go through a rigorous process of quality assessment by several researchers or subject specialists in the academic community before they are accepted for publication. 
• Use the And, Or, Not operators, Wildcards and Logical Brackets when searching in the databases.  For instance, you can use And to narrow your search while the operator OR expands your search.  Not, on the other hand, helps to exclude irrelevant information from your search results.  Please click here for more information on searching.

Literature review process - an overview

Step 3: search and refine.

• Unisa has a number of  databases  that provide full text access to articles, that allow you to refine your search to ‘peer reviewed’ journals.  These are scholarly journals which go through a rigorous process of quality assessment by several researchers or subject specialists in the academic community before they are accepted for publication. 
• Use the  And, Or, Not  operators,  Wildcards  and  Logical Brackets  when searching in the databases.  For instance, you can use  And  to narrow your search while  the  operator  OR  expands your search.   Not,  on the other hand,   helps to exclude   irrelevant information from your search results.  Please click  here  for more information on searching.

How do I write a literature review

See the chapter below for a helpful overview of the literature review process, especially the sections on how to analyse the literature you have gathered and how to write up your literature review:

Literature Reviews and Bibliographic Searches. 2006. In V. Desai, & R. Potter (Eds.),  Doing Development Research.  (pp. 209-222). London, England: SAGE Publications, Ltd. Available at:  http://0-dx.doi.org.oasis.unisa.ac.za/10.4135/9781849208925.n22     (A student will be prompted at some stage for his/ her student number and myUnisa password. A staff member will be prompted at some stage for his/ her Unisa Network username and login password).

This book is available in the  Sage Research Methods Online  database.

Step 4: Read and analyse

Group the sources into the  themes  and  sub-themes  of your topic.  As you read widely but selectively in your topic area, consider what themes or issues connect your sources together.

• Do they present one or different solutions?
• Is there an aspect of the field that is missing?
• How well do they present the material and do they portray it according to an appropriate theory?
• Do they reveal a trend in the field?
• A raging debate?
• Pick one of these themes to focus the organization of your review.

Step 5: Write the literature review

You can organize the review in many ways; for example, you can center the review  historically  (how the topic has been dealt with over time); or center it on the  theoretical positions  surrounding your topic (those for a position vs. those against, for example); or you can focus on how each of your sources contributes to your understanding of your project.

Your literature review should include:

• an  introduction  which explains how your review is organized.
• a  body  which contains the  headings  and  subheadings  that provide a map to show the various perspectives of your argument. In other words the body contains the evaluation of the materials you want to include on your topic.
• a  summary .

Some of the information on this page is indebted to the sources below:

Caldwell College Library

Monmouth University Library

University of Cape Town Libraries

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Organizing Your Social Sciences Research Paper

• 5. The Literature Review
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A literature review surveys prior research published in books, scholarly articles, and any other sources relevant to a particular issue, area of research, or theory, and by so doing, provides a description, summary, and critical evaluation of these works in relation to the research problem being investigated. Literature reviews are designed to provide an overview of sources you have used in researching a particular topic and to demonstrate to your readers how your research fits within existing scholarship about the topic.

Fink, Arlene. Conducting Research Literature Reviews: From the Internet to Paper . Fourth edition. Thousand Oaks, CA: SAGE, 2014.

Importance of a Good Literature Review

A literature review may consist of simply a summary of key sources, but in the social sciences, a literature review usually has an organizational pattern and combines both summary and synthesis, often within specific conceptual categories . A summary is a recap of the important information of the source, but a synthesis is a re-organization, or a reshuffling, of that information in a way that informs how you are planning to investigate a research problem. The analytical features of a literature review might:

• Give a new interpretation of old material or combine new with old interpretations,
• Trace the intellectual progression of the field, including major debates,
• Depending on the situation, evaluate the sources and advise the reader on the most pertinent or relevant research, or
• Usually in the conclusion of a literature review, identify where gaps exist in how a problem has been researched to date.

Given this, the purpose of a literature review is to:

• Place each work in the context of its contribution to understanding the research problem being studied.
• Describe the relationship of each work to the others under consideration.
• Identify new ways to interpret prior research.
• Reveal any gaps that exist in the literature.
• Resolve conflicts amongst seemingly contradictory previous studies.
• Identify areas of prior scholarship to prevent duplication of effort.
• Point the way in fulfilling a need for additional research.
• Locate your own research within the context of existing literature [very important].

Fink, Arlene. Conducting Research Literature Reviews: From the Internet to Paper. 2nd ed. Thousand Oaks, CA: Sage, 2005; Hart, Chris. Doing a Literature Review: Releasing the Social Science Research Imagination . Thousand Oaks, CA: Sage Publications, 1998; Jesson, Jill. Doing Your Literature Review: Traditional and Systematic Techniques . Los Angeles, CA: SAGE, 2011; Knopf, Jeffrey W. "Doing a Literature Review." PS: Political Science and Politics 39 (January 2006): 127-132; Ridley, Diana. The Literature Review: A Step-by-Step Guide for Students . 2nd ed. Los Angeles, CA: SAGE, 2012.

Types of Literature Reviews

It is important to think of knowledge in a given field as consisting of three layers. First, there are the primary studies that researchers conduct and publish. Second are the reviews of those studies that summarize and offer new interpretations built from and often extending beyond the primary studies. Third, there are the perceptions, conclusions, opinion, and interpretations that are shared informally among scholars that become part of the body of epistemological traditions within the field.

In composing a literature review, it is important to note that it is often this third layer of knowledge that is cited as "true" even though it often has only a loose relationship to the primary studies and secondary literature reviews. Given this, while literature reviews are designed to provide an overview and synthesis of pertinent sources you have explored, there are a number of approaches you could adopt depending upon the type of analysis underpinning your study.

Argumentative Review This form examines literature selectively in order to support or refute an argument, deeply embedded assumption, or philosophical problem already established in the literature. The purpose is to develop a body of literature that establishes a contrarian viewpoint. Given the value-laden nature of some social science research [e.g., educational reform; immigration control], argumentative approaches to analyzing the literature can be a legitimate and important form of discourse. However, note that they can also introduce problems of bias when they are used to make summary claims of the sort found in systematic reviews [see below].

Integrative Review Considered a form of research that reviews, critiques, and synthesizes representative literature on a topic in an integrated way such that new frameworks and perspectives on the topic are generated. The body of literature includes all studies that address related or identical hypotheses or research problems. A well-done integrative review meets the same standards as primary research in regard to clarity, rigor, and replication. This is the most common form of review in the social sciences.

Historical Review Few things rest in isolation from historical precedent. Historical literature reviews focus on examining research throughout a period of time, often starting with the first time an issue, concept, theory, phenomena emerged in the literature, then tracing its evolution within the scholarship of a discipline. The purpose is to place research in a historical context to show familiarity with state-of-the-art developments and to identify the likely directions for future research.

Methodological Review A review does not always focus on what someone said [findings], but how they came about saying what they say [method of analysis]. Reviewing methods of analysis provides a framework of understanding at different levels [i.e. those of theory, substantive fields, research approaches, and data collection and analysis techniques], how researchers draw upon a wide variety of knowledge ranging from the conceptual level to practical documents for use in fieldwork in the areas of ontological and epistemological consideration, quantitative and qualitative integration, sampling, interviewing, data collection, and data analysis. This approach helps highlight ethical issues which you should be aware of and consider as you go through your own study.

Systematic Review This form consists of an overview of existing evidence pertinent to a clearly formulated research question, which uses pre-specified and standardized methods to identify and critically appraise relevant research, and to collect, report, and analyze data from the studies that are included in the review. The goal is to deliberately document, critically evaluate, and summarize scientifically all of the research about a clearly defined research problem . Typically it focuses on a very specific empirical question, often posed in a cause-and-effect form, such as "To what extent does A contribute to B?" This type of literature review is primarily applied to examining prior research studies in clinical medicine and allied health fields, but it is increasingly being used in the social sciences.

Theoretical Review The purpose of this form is to examine the corpus of theory that has accumulated in regard to an issue, concept, theory, phenomena. The theoretical literature review helps to establish what theories already exist, the relationships between them, to what degree the existing theories have been investigated, and to develop new hypotheses to be tested. Often this form is used to help establish a lack of appropriate theories or reveal that current theories are inadequate for explaining new or emerging research problems. The unit of analysis can focus on a theoretical concept or a whole theory or framework.

NOTE: Most often the literature review will incorporate some combination of types. For example, a review that examines literature supporting or refuting an argument, assumption, or philosophical problem related to the research problem will also need to include writing supported by sources that establish the history of these arguments in the literature.

Baumeister, Roy F. and Mark R. Leary. "Writing Narrative Literature Reviews."  Review of General Psychology 1 (September 1997): 311-320; Mark R. Fink, Arlene. Conducting Research Literature Reviews: From the Internet to Paper . 2nd ed. Thousand Oaks, CA: Sage, 2005; Hart, Chris. Doing a Literature Review: Releasing the Social Science Research Imagination . Thousand Oaks, CA: Sage Publications, 1998; Kennedy, Mary M. "Defining a Literature." Educational Researcher 36 (April 2007): 139-147; Petticrew, Mark and Helen Roberts. Systematic Reviews in the Social Sciences: A Practical Guide . Malden, MA: Blackwell Publishers, 2006; Torracro, Richard. "Writing Integrative Literature Reviews: Guidelines and Examples." Human Resource Development Review 4 (September 2005): 356-367; Rocco, Tonette S. and Maria S. Plakhotnik. "Literature Reviews, Conceptual Frameworks, and Theoretical Frameworks: Terms, Functions, and Distinctions." Human Ressource Development Review 8 (March 2008): 120-130; Sutton, Anthea. Systematic Approaches to a Successful Literature Review . Los Angeles, CA: Sage Publications, 2016.

Structure and Writing Style

I.  Thinking About Your Literature Review

The structure of a literature review should include the following in support of understanding the research problem :

• An overview of the subject, issue, or theory under consideration, along with the objectives of the literature review,
• Division of works under review into themes or categories [e.g. works that support a particular position, those against, and those offering alternative approaches entirely],
• An explanation of how each work is similar to and how it varies from the others,
• Conclusions as to which pieces are best considered in their argument, are most convincing of their opinions, and make the greatest contribution to the understanding and development of their area of research.

The critical evaluation of each work should consider :

• Provenance -- what are the author's credentials? Are the author's arguments supported by evidence [e.g. primary historical material, case studies, narratives, statistics, recent scientific findings]?
• Methodology -- were the techniques used to identify, gather, and analyze the data appropriate to addressing the research problem? Was the sample size appropriate? Were the results effectively interpreted and reported?
• Objectivity -- is the author's perspective even-handed or prejudicial? Is contrary data considered or is certain pertinent information ignored to prove the author's point?
• Persuasiveness -- which of the author's theses are most convincing or least convincing?
• Validity -- are the author's arguments and conclusions convincing? Does the work ultimately contribute in any significant way to an understanding of the subject?

II.  Development of the Literature Review

Four Basic Stages of Writing 1.  Problem formulation -- which topic or field is being examined and what are its component issues? 2.  Literature search -- finding materials relevant to the subject being explored. 3.  Data evaluation -- determining which literature makes a significant contribution to the understanding of the topic. 4.  Analysis and interpretation -- discussing the findings and conclusions of pertinent literature.

Consider the following issues before writing the literature review: Clarify If your assignment is not specific about what form your literature review should take, seek clarification from your professor by asking these questions: 1.  Roughly how many sources would be appropriate to include? 2.  What types of sources should I review (books, journal articles, websites; scholarly versus popular sources)? 3.  Should I summarize, synthesize, or critique sources by discussing a common theme or issue? 4.  Should I evaluate the sources in any way beyond evaluating how they relate to understanding the research problem? 5.  Should I provide subheadings and other background information, such as definitions and/or a history? Find Models Use the exercise of reviewing the literature to examine how authors in your discipline or area of interest have composed their literature review sections. Read them to get a sense of the types of themes you might want to look for in your own research or to identify ways to organize your final review. The bibliography or reference section of sources you've already read, such as required readings in the course syllabus, are also excellent entry points into your own research. Narrow the Topic The narrower your topic, the easier it will be to limit the number of sources you need to read in order to obtain a good survey of relevant resources. Your professor will probably not expect you to read everything that's available about the topic, but you'll make the act of reviewing easier if you first limit scope of the research problem. A good strategy is to begin by searching the USC Libraries Catalog for recent books about the topic and review the table of contents for chapters that focuses on specific issues. You can also review the indexes of books to find references to specific issues that can serve as the focus of your research. For example, a book surveying the history of the Israeli-Palestinian conflict may include a chapter on the role Egypt has played in mediating the conflict, or look in the index for the pages where Egypt is mentioned in the text. Consider Whether Your Sources are Current Some disciplines require that you use information that is as current as possible. This is particularly true in disciplines in medicine and the sciences where research conducted becomes obsolete very quickly as new discoveries are made. However, when writing a review in the social sciences, a survey of the history of the literature may be required. In other words, a complete understanding the research problem requires you to deliberately examine how knowledge and perspectives have changed over time. Sort through other current bibliographies or literature reviews in the field to get a sense of what your discipline expects. You can also use this method to explore what is considered by scholars to be a "hot topic" and what is not.

III.  Ways to Organize Your Literature Review

Chronology of Events If your review follows the chronological method, you could write about the materials according to when they were published. This approach should only be followed if a clear path of research building on previous research can be identified and that these trends follow a clear chronological order of development. For example, a literature review that focuses on continuing research about the emergence of German economic power after the fall of the Soviet Union. By Publication Order your sources by publication chronology, then, only if the order demonstrates a more important trend. For instance, you could order a review of literature on environmental studies of brown fields if the progression revealed, for example, a change in the soil collection practices of the researchers who wrote and/or conducted the studies. Thematic [“conceptual categories”] A thematic literature review is the most common approach to summarizing prior research in the social and behavioral sciences. Thematic reviews are organized around a topic or issue, rather than the progression of time, although the progression of time may still be incorporated into a thematic review. For example, a review of the Internet’s impact on American presidential politics could focus on the development of online political satire. While the study focuses on one topic, the Internet’s impact on American presidential politics, it would still be organized chronologically reflecting technological developments in media. The difference in this example between a "chronological" and a "thematic" approach is what is emphasized the most: themes related to the role of the Internet in presidential politics. Note that more authentic thematic reviews tend to break away from chronological order. A review organized in this manner would shift between time periods within each section according to the point being made. Methodological A methodological approach focuses on the methods utilized by the researcher. For the Internet in American presidential politics project, one methodological approach would be to look at cultural differences between the portrayal of American presidents on American, British, and French websites. Or the review might focus on the fundraising impact of the Internet on a particular political party. A methodological scope will influence either the types of documents in the review or the way in which these documents are discussed.

Other Sections of Your Literature Review Once you've decided on the organizational method for your literature review, the sections you need to include in the paper should be easy to figure out because they arise from your organizational strategy. In other words, a chronological review would have subsections for each vital time period; a thematic review would have subtopics based upon factors that relate to the theme or issue. However, sometimes you may need to add additional sections that are necessary for your study, but do not fit in the organizational strategy of the body. What other sections you include in the body is up to you. However, only include what is necessary for the reader to locate your study within the larger scholarship about the research problem.

Here are examples of other sections, usually in the form of a single paragraph, you may need to include depending on the type of review you write:

• Current Situation : Information necessary to understand the current topic or focus of the literature review.
• Sources Used : Describes the methods and resources [e.g., databases] you used to identify the literature you reviewed.
• History : The chronological progression of the field, the research literature, or an idea that is necessary to understand the literature review, if the body of the literature review is not already a chronology.
• Selection Methods : Criteria you used to select (and perhaps exclude) sources in your literature review. For instance, you might explain that your review includes only peer-reviewed [i.e., scholarly] sources.
• Standards : Description of the way in which you present your information.
• Questions for Further Research : What questions about the field has the review sparked? How will you further your research as a result of the review?

IV.  Writing Your Literature Review

Once you've settled on how to organize your literature review, you're ready to write each section. When writing your review, keep in mind these issues.

Use Evidence A literature review section is, in this sense, just like any other academic research paper. Your interpretation of the available sources must be backed up with evidence [citations] that demonstrates that what you are saying is valid. Be Selective Select only the most important points in each source to highlight in the review. The type of information you choose to mention should relate directly to the research problem, whether it is thematic, methodological, or chronological. Related items that provide additional information, but that are not key to understanding the research problem, can be included in a list of further readings . Use Quotes Sparingly Some short quotes are appropriate if you want to emphasize a point, or if what an author stated cannot be easily paraphrased. Sometimes you may need to quote certain terminology that was coined by the author, is not common knowledge, or taken directly from the study. Do not use extensive quotes as a substitute for using your own words in reviewing the literature. Summarize and Synthesize Remember to summarize and synthesize your sources within each thematic paragraph as well as throughout the review. Recapitulate important features of a research study, but then synthesize it by rephrasing the study's significance and relating it to your own work and the work of others. Keep Your Own Voice While the literature review presents others' ideas, your voice [the writer's] should remain front and center. For example, weave references to other sources into what you are writing but maintain your own voice by starting and ending the paragraph with your own ideas and wording. Use Caution When Paraphrasing When paraphrasing a source that is not your own, be sure to represent the author's information or opinions accurately and in your own words. Even when paraphrasing an author’s work, you still must provide a citation to that work.

V.  Common Mistakes to Avoid

These are the most common mistakes made in reviewing social science research literature.

• Sources in your literature review do not clearly relate to the research problem;
• You do not take sufficient time to define and identify the most relevant sources to use in the literature review related to the research problem;
• Relies exclusively on secondary analytical sources rather than including relevant primary research studies or data;
• Uncritically accepts another researcher's findings and interpretations as valid, rather than examining critically all aspects of the research design and analysis;
• Does not describe the search procedures that were used in identifying the literature to review;
• Reports isolated statistical results rather than synthesizing them in chi-squared or meta-analytic methods; and,
• Only includes research that validates assumptions and does not consider contrary findings and alternative interpretations found in the literature.

Cook, Kathleen E. and Elise Murowchick. “Do Literature Review Skills Transfer from One Course to Another?” Psychology Learning and Teaching 13 (March 2014): 3-11; Fink, Arlene. Conducting Research Literature Reviews: From the Internet to Paper . 2nd ed. Thousand Oaks, CA: Sage, 2005; Hart, Chris. Doing a Literature Review: Releasing the Social Science Research Imagination . Thousand Oaks, CA: Sage Publications, 1998; Jesson, Jill. Doing Your Literature Review: Traditional and Systematic Techniques . London: SAGE, 2011; Literature Review Handout. Online Writing Center. Liberty University; Literature Reviews. The Writing Center. University of North Carolina; Onwuegbuzie, Anthony J. and Rebecca Frels. Seven Steps to a Comprehensive Literature Review: A Multimodal and Cultural Approach . Los Angeles, CA: SAGE, 2016; Ridley, Diana. The Literature Review: A Step-by-Step Guide for Students . 2nd ed. Los Angeles, CA: SAGE, 2012; Randolph, Justus J. “A Guide to Writing the Dissertation Literature Review." Practical Assessment, Research, and Evaluation. vol. 14, June 2009; Sutton, Anthea. Systematic Approaches to a Successful Literature Review . Los Angeles, CA: Sage Publications, 2016; Taylor, Dena. The Literature Review: A Few Tips On Conducting It. University College Writing Centre. University of Toronto; Writing a Literature Review. Academic Skills Centre. University of Canberra.

Writing Tip

Break Out of Your Disciplinary Box!

Thinking interdisciplinarily about a research problem can be a rewarding exercise in applying new ideas, theories, or concepts to an old problem. For example, what might cultural anthropologists say about the continuing conflict in the Middle East? In what ways might geographers view the need for better distribution of social service agencies in large cities than how social workers might study the issue? You don’t want to substitute a thorough review of core research literature in your discipline for studies conducted in other fields of study. However, particularly in the social sciences, thinking about research problems from multiple vectors is a key strategy for finding new solutions to a problem or gaining a new perspective. Consult with a librarian about identifying research databases in other disciplines; almost every field of study has at least one comprehensive database devoted to indexing its research literature.

Frodeman, Robert. The Oxford Handbook of Interdisciplinarity . New York: Oxford University Press, 2010.

Another Writing Tip

Don't Just Review for Content!

While conducting a review of the literature, maximize the time you devote to writing this part of your paper by thinking broadly about what you should be looking for and evaluating. Review not just what scholars are saying, but how are they saying it. Some questions to ask:

• How are they organizing their ideas?
• What methods have they used to study the problem?
• What theories have been used to explain, predict, or understand their research problem?
• What sources have they cited to support their conclusions?
• How have they used non-textual elements [e.g., charts, graphs, figures, etc.] to illustrate key points?

When you begin to write your literature review section, you'll be glad you dug deeper into how the research was designed and constructed because it establishes a means for developing more substantial analysis and interpretation of the research problem.

Hart, Chris. Doing a Literature Review: Releasing the Social Science Research Imagination . Thousand Oaks, CA: Sage Publications, 1 998.

Yet Another Writing Tip

When Do I Know I Can Stop Looking and Move On?

Here are several strategies you can utilize to assess whether you've thoroughly reviewed the literature:

• Look for repeating patterns in the research findings . If the same thing is being said, just by different people, then this likely demonstrates that the research problem has hit a conceptual dead end. At this point consider: Does your study extend current research?  Does it forge a new path? Or, does is merely add more of the same thing being said?
• Look at sources the authors cite to in their work . If you begin to see the same researchers cited again and again, then this is often an indication that no new ideas have been generated to address the research problem.
• Search Google Scholar to identify who has subsequently cited leading scholars already identified in your literature review [see next sub-tab]. This is called citation tracking and there are a number of sources that can help you identify who has cited whom, particularly scholars from outside of your discipline. Here again, if the same authors are being cited again and again, this may indicate no new literature has been written on the topic.

Onwuegbuzie, Anthony J. and Rebecca Frels. Seven Steps to a Comprehensive Literature Review: A Multimodal and Cultural Approach . Los Angeles, CA: Sage, 2016; Sutton, Anthea. Systematic Approaches to a Successful Literature Review . Los Angeles, CA: Sage Publications, 2016.

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Video: What is a Literature Review?

What is a literature review? What purpose does it serve in research? What should you expect when writing one? Find out here!

Hello, I am Elan, and I am Cas and we’re here to talk about literature reviews. Literature reviews are common assignments in classes, as well as vital components of larger research projects.

The goal of the literature review is to learn enough information about the topic to form or clarify a research question. During the literature review process you will read and review the existing research - or literature - on a given topic. Many research articles include a literature review section, but sometimes the review is the whole paper. 

In this video we will share strategies and processes for synthesizing literature to address a research question. This video won’t cover strategies for finding research articles – for guidance on literature  searching , check out our other videos or get in touch with the Ask Us desk! Before we get into literature review strategies, let’s talk about the length and scope of your review.

The number of sources you’ll review depends on the topic and the purpose of the literature review. If you are writing this review as an assignment for a semester-long course, your instructor may require a minimum number of sources.  

If this is part of your master's thesis or dissertation, the review will be much more thorough and will provide a comprehensive view of the major scholarly works published on your topic. 

So, how do you know when you’ve done enough research and you’re ready to begin writing? There’s no easy answer to this question. A good indicator is when you’re no longer learning new details, and you’re not finding leads on any new resources. At this point you're ready to begin writing and are in the synthesis stage. 

Synthesis goes beyond simply summarizing each source you’ve found. Synthesizing requires organizing the resources and arguments into subtopics by tracing the connections between what you’ve found and your larger research topic. You’ll be discussing, comparing, contrasting, or otherwise connecting smaller topics and arguments to tell the “story” of the research.   

You can think of the synthesis process like baking a pie. When you eat a slice of apple pie, you can’t taste the individual ingredients – flour, eggs, sugar, and butter all combine to form a new creation. Literature reviews are the same – you don’t want to focus too much on any individual source. Instead, you’re transforming the sources that you found into an entirely new creation that addresses your research question and is written in your voice. 

Keep in mind that research is an iterative process. 

Once you begin writing your literature review you may find that you haven’t fully addressed your research question and need to go back to search for more sources.  There are multiple strategies that can help you synthesize the literature that you found.  One way to get started is with an annotated bibliography, which is a list of citations accompanied by a descriptive and critical summary. 

The annotations summarize each source, assess its usefulness, and reflect on its benefit to your topic. An annotated bibliography can help you identify themes and serve as a foundation to your literature review. 

However, it is important to move beyond a summary because a literature review  synthesizes the information presented in the sources. Another strategy that can be used to plan and organize your review is a Synthesis Matrix  synthesis-matrix . 

The synthesis matrix is a chart that allows you to sort and categorize different arguments presented on an issue. Across the top of the chart are the spaces to record sources, and along the side of the chart are the spaces to record the main points of argument on the topic at hand. 

Organize your literature by taking notes on the main ideas of each article. After your chart is complete, you’ll notice patterns of information. You may find that your sources discuss very similar material, or that they deal with completely different aspects of your topic. These patterns can be useful in creating a thesis statement that can guide your writing and keep you focused as you begin your draft. 

When examining how each source ties into your research question, some important considerations that can influence how you synthesize your findings include: 

• The background & credibility of the author
• The main focus or purpose of the work 
• How useful the source is to your research topic 
• The methods or theories used in the study and how they compare to each other 
• Limitations or gaps mentioned in the sources that you find 
• Special features of the work that you found unique or helpful and
• Conclusions or observations reached by the author and by you! 

Depending on what fits your topic best, here are a few options for organizing your review (Transition to ANI slate)

• Chronological: This approach shows how findings progressed over time. (example articles- Timeline one old train of thought compared to new)
• Thematic: This would include subheadings specifically related to your topic. A thematic structure shows how different components of the literature tie into your argument (example- schools of thought- )
• Methodological: This approach focuses on the research methods used in all of the sources that you found. (example - different methods -same result - parts of the school of thought - engine cogs different)

However you decide to organize your literature review and synthesize the information, the goal is still the same: to present your reader with a broad overview of the major research findings related to your topic. (Talking Head)

For help with your literature review, finding articles in Libraries databases, or keeping track of your citations, check out our other Research Tips videos or ask a librarian for help! 

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Literature Review - what is a Literature Review, why it is important and how it is done

What are literature reviews, goals of literature reviews, types of literature reviews, about this guide/licence.

• Strategies to Find Sources
• Evaluating Literature Reviews and Sources
• Tips for Writing Literature Reviews
• Writing Literature Review: Useful Sites
• Citation Resources
• Other Academic Writings
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 What is a literature review? "A literature review is an account of what has been published on a topic by accredited scholars and researchers. In writing the literature review, your purpose is to convey to your reader what knowledge and ideas have been established on a topic, and what their strengths and weaknesses are. As a piece of writing, the literature review must be defined by a guiding concept (e.g., your research objective, the problem or issue you are discussing, or your argumentative thesis). It is not just a descriptive list of the material available, or a set of summaries. " - Quote from Taylor, D. (n.d) "The literature review: A few tips on conducting it"

Source NC State University Libraries. This video is published under a Creative Commons 3.0 BY-NC-SA US license.

What are the goals of creating a Literature Review?

• To develop a theory or evaluate an existing theory
• To summarize the historical or existing state of a research topic
• Identify a problem in a field of research 

- Baumeister, R.F. & Leary, M.R. (1997). "Writing narrative literature reviews," Review of General Psychology , 1(3), 311-320.

When do you need to write a Literature Review?

• When writing a prospectus or a thesis/dissertation
• When writing a research paper
• When writing a grant proposal

In all these cases you need to dedicate a chapter in these works to showcase what have been written about your research topic and to point out how your own research will shed a new light into these body of scholarship.

Literature reviews are also written as standalone articles as a way to survey a particular research topic in-depth. This type of literature reviews look at a topic from a historical perspective to see how the understanding of the topic have change through time.

What kinds of literature reviews are written?

• Narrative Review: The purpose of this type of review is to describe the current state of the research on a specific topic/research and to offer a critical analysis of the literature reviewed. Studies are grouped by research/theoretical categories, and themes and trends, strengths and weakness, and gaps are identified. The review ends with a conclusion section which summarizes the findings regarding the state of the research of the specific study, the gaps identify and if applicable, explains how the author's research will address gaps identify in the review and expand the knowledge on the topic reviewed.
• Book review essays/ Historiographical review essays : This is a type of review that focus on a small set of research books on a particular topic " to locate these books within current scholarship, critical methodologies, and approaches" in the field. - LARR
• Systematic review : "The authors of a systematic review use a specific procedure to search the research literature, select the studies to include in their review, and critically evaluate the studies they find." (p. 139). Nelson, L.K. (2013). Research in Communication Sciences and Disorders . San Diego, CA: Plural Publishing.
• Meta-analysis : "Meta-analysis is a method of reviewing research findings in a quantitative fashion by transforming the data from individual studies into what is called an effect size and then pooling and analyzing this information. The basic goal in meta-analysis is to explain why different outcomes have occurred in different studies." (p. 197). Roberts, M.C. & Ilardi, S.S. (2003). Handbook of Research Methods in Clinical Psychology . Malden, MA: Blackwell Pub.
• Meta-synthesis : "Qualitative meta-synthesis is a type of qualitative study that uses as data the findings from other qualitative studies linked by the same or related topic." (p.312). Zimmer, L. (2006). "Qualitative meta-synthesis: A question of dialoguing with texts," Journal of Advanced Nursing , 53(3), 311-318.

Guide adapted from "Literature Review" , a guide developed by Marisol Ramos used under CC BY 4.0 /modified from original.

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• Last Updated: Jul 3, 2024 10:56 AM
• URL: https://lit.libguides.com/Literature-Review

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Literature review.

• What is a Literature Review?
• What is Its Purpose?
• 1. Select a Topic
• 2. Set the Topic in Context
• 3. Types of Information Sources
• 4. Use Information Sources
• 5. Get the Information
• 6. Organize / Manage the Information
• 7. Position the Literature Review
• 8. Write the Literature Review

A literature review is a comprehensive summary of previous research on a topic. The literature review surveys scholarly articles, books, and other sources relevant to a particular area of research.  The review should enumerate, describe, summarize, objectively evaluate and clarify this previous research.  It should give a theoretical base for the research and help you (the author) determine the nature of your research.  The literature review acknowledges the work of previous researchers, and in so doing, assures the reader that your work has been well conceived.  It is assumed that by mentioning a previous work in the field of study, that the author has read, evaluated, and assimiliated that work into the work at hand.

A literature review creates a "landscape" for the reader, giving her or him a full understanding of the developments in the field.  This landscape informs the reader that the author has indeed assimilated all (or the vast majority of) previous, significant works in the field into her or his research. 

 "In writing the literature review, the purpose is to convey to the reader what knowledge and ideas have been established on a topic, and what their strengths and weaknesses are. The literature review must be defined by a guiding concept (eg. your research objective, the problem or issue you are discussing, or your argumentative thesis). It is not just a descriptive list of the material available, or a set of summaries.( http://www.writing.utoronto.ca/advice/specific-types-of-writing/literature-review )

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What is a Literature Review?

A literature review is a comprehensive and up-to-date overview of the principal research about the topic being studied. Your literature review should contain the following information:

• The most pertinent studies and important past and current research and practices in the field
• An overview of sources you have explored while researching a particular topic
• An explanation to your readers as to how your research fits within a larger field of study.

The review helps form the intellectual framework for the study.

17 - what is a literature review  from  Joshua Vossler  on  Vimeo .

Why do a Literature Review?

At its core, a literature provides a summary of existing knowledge on a subject or topic and identifies areas where research is lacking: missing information, incomplete studies or studies that draw conflicting conclusions, or perhaps even outdated methods of research.

This can be especially helpful if you intend to conduct research of your own on this topic; by explaining where the previous studies have fallen short or leave openings for further examination, you provide a strong foundation and justification for the research project you intend to embark on.

Literature reviews can stand on their own as an article or assignment for a class, or they can serve as an introduction to a larger work, such as an article describing a study or even a book. They can also vary in granularity: a literature review in the beginning of an article might only summarize the largest or most influential studies, while an academic literature review will not only describe the research so far but look for common themes, analyze the quality of the research, and explain gaps where further research is needed.

Elements of a Successful Literature Review

When preparing your literature review, keep these questions in mind:

• What is your literature review about?
• Why are you studying this topic?
• How will you organize your sources?  (You could group them by themes or subtopics, or perhaps keep them in chronological order. The way you present your sources is important, so make sure you think hard about this!)
• What are the major themes/subtopics that you discovered when reading your sources?
• Where could more research be done to increase our understanding of this topic?

For each individual source, be prepared to analyze:

• Who were the key researchers and what are their qualifications?
• How was the research conducted?
• The similarities and differences between this source and the others in your literature review
• How this source contributes to greater understanding of the topic as a whole
• Any questions you have about the research done, which could identify opportunities for further study

When preparing your literature review, examine these elements and determine which ones would be best for your paper. (Tip: If you're not sure which parts of the literature review to include, ask your professor!)

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Conduct a literature review

What is a literature review.

A literature review is a summary of the published work in a field of study. This can be a section of a larger paper or article, or can be the focus of an entire paper. Literature reviews show that you have examined the breadth of knowledge and can justify your thesis or research questions. They are also valuable tools for other researchers who need to find a summary of that field of knowledge.

Unlike an annotated bibliography, which is a list of sources with short descriptions, a literature review synthesizes sources into a summary that has a thesis or statement of purpose—stated or implied—at its core.

How do I write a literature review?

Step 1: define your research scope.

• What is the specific research question that your literature review helps to define?
• Are there a maximum or minimum number of sources that your review should include?

Ask us if you have questions about refining your topic, search methods, writing tips, or citation management.

Step 2: Identify the literature

Start by searching broadly. Literature for your review will typically be acquired through scholarly books, journal articles, and/or dissertations. Develop an understanding of what is out there, what terms are accurate and helpful, etc., and keep track of all of it with citation management tools . If you need help figuring out key terms and where to search, ask us .

Use citation searching to track how scholars interact with, and build upon, previous research:

• Mine the references cited section of each relevant source for additional key sources
• Use Google Scholar or Scopus to find other sources that have cited a particular work

Step 3: Critically analyze the literature

Key to your literature review is a critical analysis of the literature collected around your topic. The analysis will explore relationships, major themes, and any critical gaps in the research expressed in the work. Read and summarize each source with an eye toward analyzing authority, currency, coverage, methodology, and relationship to other works. The University of Toronto's Writing Center provides a comprehensive list of questions you can use to analyze your sources.

Step 4: Categorize your resources

Divide the available resources that pertain to your research into categories reflecting their roles in addressing your research question. Possible ways to categorize resources include organization by:

• methodology
• theoretical/philosophical approach

Regardless of the division, each category should be accompanied by thorough discussions and explanations of strengths and weaknesses, value to the overall survey, and comparisons with similar sources. You may have enough resources when:

• You've used multiple databases and other resources (web portals, repositories, etc.) to get a variety of perspectives on the research topic.
• The same citations are showing up in a variety of databases.

Additional resources

Undergraduate student resources.

• Literature Review Handout (University of North Carolina at Chapel Hill)
• Learn how to write a review of literature (University of Wisconsin-Madison)

Graduate student and faculty resources

• Information Research Strategies (University of Arizona)
• Literature Reviews: An Overview for Graduate Students (NC State University)
• Oliver, P. (2012). Succeeding with Your Literature Review: A Handbook for Students [ebook]
• Machi, L. A. & McEvoy, B. T. (2016). The Literature Review: Six Steps to Success [ebook]
• Graustein, J. S. (2012). How to Write an Exceptional Thesis or Dissertation: A Step-by-Step Guide from Proposal to Successful Defense [ebook]
• Thomas, R. M. & Brubaker, D. L. (2008). Theses and Dissertations: A Guide to Planning, Research, and Writing

What is Literature Review? Importance, Functions, Process,

• Post last modified: 13 August 2023
• Reading time: 12 mins read
• Post category: Research Methodology

What is Literature Review?

A literature review is a critical and comprehensive analysis of existing research, studies, articles, books, and other relevant sources on a specific topic or subject. It serves as a foundational step in the research process, helping researchers understand the current state of knowledge, identify gaps in the literature, and establish a context for their own study.

Table of Content

• 1 What is Literature Review?
• 2 Importance of a Literature Review
• 3 Functions of a Literature Review
• 4.1 Search the Existing Literature in Your Field of Interest
• 4.2 Review the Literature Obtained
• 4.3 Develop a Theoretical Framework
• 4.4 Write the Literature Review
• 5 How to Write a Literature Review
• 6 Types of Sources for Review

In most research reports or research papers, you will see that literature review is an essential element and it forms the basis for advancing knowledge, facilitates theory development, discovers new research areas and closes old ones. When researchers want to understand the management dilemma, they study various books, articles and all other available sources.

In the research reports, the researchers present a summary of their search, study and evaluation of the literature that is already available related to the research topic. When the researcher presents a summary of their study of present literature in addition to their analysis of how this literature is related to or essential for the current research report; then, this process is known as literature review.

For example, in a research paper titled ‘Attrition Analysis in a Leading Sales Organisation in India’, authored by Mamta Mohapatra (International Management Institute, New Delhi, India), Amisha Gupta (Birlasoft, New Delhi, India) and Nikita Lamba (Genpact, New Delhi, India), literature review is presented as follows:

Organisations and researchers usually conduct literature review in order to establish how their own research fits within the context of existing literature.

Apart from these, some other objectives of carrying out literature review are:

• Develop an understanding of how each source of literature helps in understanding the research problem
• Examine the interrelationships among different variables
• Find out ways to interpret earlier similar researches on the topic under study
• Rectify the conflicts that exist among previously conducted studies
• Get an idea regarding the required sample size
• Get an estimate of how much variance is there in the variables of interest
• Understand the type of relationship that exists among variables
• Determine the research method that can be used in the research

Importance of a Literature Review

There are various reasons for carrying out literature review. Majorly, literature review helps in:

• Assessing the current state and level of research on a given topic
• Identifying experts related to particular research
• Identifying questions that need further research and exploration
• Identifying what methodologies have been used in the related past studies and what methodology should be used in current research
• Justifying a proposed research methodology
• Indicating the originality and relevance of the given research problem
• Demonstrating the preparedness of a researcher to complete the research

Functions of a Literature Review

Some of the major functions of literature review are:

• Establishing a context for the research
• Demonstrating that the researcher has actually read related literature extensively and is aware of most theory and methodology related to the given research topic
• Providing a shape for the research under consideration
• Establishing a connection between what the researcher is proposing and what he has already read
• Demonstrating how the findings of researcher can be integrated with the already existing research findings.
• Revealing the differences or areas of gap between present and earlier research findings
• Improving researcher’s research methodology
• Expanding researcher’s knowledge base
• Ensuring that the researcher is carrying out new research that has not been carried out earlier

Process of a Literature Review

The second step in the research process is to carry out the review of already existing literature. Before engaging in literature review, the researcher must be clear as to what is the area and topic of research. There are four steps involved in the literature review process as shown in Figure:

Search the Existing Literature in Your Field of Interest

In the literature review process, the first step is to find out what research has already been done in the area that the researcher has chosen. This step involves preparing a list or bibliography of existing sources of relevant literature such as books, journals, abstracts of articles on your research topic, citation indices and digital libraries.

Review the Literature Obtained

After the researcher has identified related literature including journals, books, research papers, etc.; the next step is to study, evaluate and analyse the literature critically. This study of literature helps a researcher identify themes and issues related to the research topic.

An evaluation of literature helps in:

• Identifying the different theories and their criticism
• Identifying different methodologies used in different studies including their sample size, data used, measurement methods
• Assessing if the researcher’s theory is confirmed beyond doubt
• Preparing a list of different opinions of different researchers and researcher should also add his/her opinion about the validity of these different opinions

Develop a Theoretical Framework

Since carrying out literature review is a time-consuming activity but the researcher has to do it within a limited time. In order to do so, the researcher usually establishes a boundary and parameters for the research work. Also, the researcher must sort information obtained from all the sources of literature. For a researcher, the theoretical framework acts as a base on which he can further or extend his research. At times, the researchers may modify their research framework after analysing the available literature.

Write the Literature Review

The last step in literature review is to make a summary of all the literature that the researcher has studied and reviewed. Usually, writing a literature review starts with a write-up on the main theme of research followed by the important ideas on which the research would focus. After this, the all the major themes and sub-themes to be discussed are organised and related. This will help the researcher in structuring the literature review. The researcher should also identify and describe the theories and studies that are relevant for the study under consideration. The researcher should then list and describe all the gaps that are present in the current body of knowledge. In addition, the researcher may also explain the recent advances and trends in the given research field. To conclude, the researcher should compare and evaluate his findings on the basis of research assumptions, related research theories, hypotheses, applied research designs, variables selected and potential future work speculated by the researchers. Finally, the researcher must acknowledge, cite and quote all the sources that he/she has used in his research. One specific characteristic of literature review is that the researcher must ensure that he gives due credit to all people who have contributed in the research work.

How to Write a Literature Review

While writing the literature review, the researcher must adopt or adhere to certain strategies as follows:

• Establish a focus around the central theme and ideas of the research
• Describe what a reader can expect from the given research study
• Organise the literature research to include basic elements such as introduction, body and conclusions

Types of Sources for Review

A researcher usually uses secondary data for literature review. Some of the major and widely used sources for literature reviews include articles in professional journals, statistical data from government websites and website material from professional organisations.

Apart from the previously mentioned sources, certain other sources of data can also be used by researchers that provide them first-hand information that is important for the study. These sources include reports, theses, emails, letters, conference proceedings, company reports, autobiographies, official reports, research articles, etc.

Apart from these, the researcher may also refer to other such as review articles, academic journals, books, newspapers, documentaries, encyclopaedias, dictionaries, bibliographies and citation indexes.

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Approaching literature review for academic purposes: The Literature Review Checklist

Debora f.b. leite.

I Departamento de Ginecologia e Obstetricia, Faculdade de Ciencias Medicas, Universidade Estadual de Campinas, Campinas, SP, BR

II Universidade Federal de Pernambuco, Pernambuco, PE, BR

III Hospital das Clinicas, Universidade Federal de Pernambuco, Pernambuco, PE, BR

Maria Auxiliadora Soares Padilha

Jose g. cecatti.

A sophisticated literature review (LR) can result in a robust dissertation/thesis by scrutinizing the main problem examined by the academic study; anticipating research hypotheses, methods and results; and maintaining the interest of the audience in how the dissertation/thesis will provide solutions for the current gaps in a particular field. Unfortunately, little guidance is available on elaborating LRs, and writing an LR chapter is not a linear process. An LR translates students’ abilities in information literacy, the language domain, and critical writing. Students in postgraduate programs should be systematically trained in these skills. Therefore, this paper discusses the purposes of LRs in dissertations and theses. Second, the paper considers five steps for developing a review: defining the main topic, searching the literature, analyzing the results, writing the review and reflecting on the writing. Ultimately, this study proposes a twelve-item LR checklist. By clearly stating the desired achievements, this checklist allows Masters and Ph.D. students to continuously assess their own progress in elaborating an LR. Institutions aiming to strengthen students’ necessary skills in critical academic writing should also use this tool.

INTRODUCTION

Writing the literature review (LR) is often viewed as a difficult task that can be a point of writer’s block and procrastination ( 1 ) in postgraduate life. Disagreements on the definitions or classifications of LRs ( 2 ) may confuse students about their purpose and scope, as well as how to perform an LR. Interestingly, at many universities, the LR is still an important element in any academic work, despite the more recent trend of producing scientific articles rather than classical theses.

The LR is not an isolated section of the thesis/dissertation or a copy of the background section of a research proposal. It identifies the state-of-the-art knowledge in a particular field, clarifies information that is already known, elucidates implications of the problem being analyzed, links theory and practice ( 3 - 5 ), highlights gaps in the current literature, and places the dissertation/thesis within the research agenda of that field. Additionally, by writing the LR, postgraduate students will comprehend the structure of the subject and elaborate on their cognitive connections ( 3 ) while analyzing and synthesizing data with increasing maturity.

At the same time, the LR transforms the student and hints at the contents of other chapters for the reader. First, the LR explains the research question; second, it supports the hypothesis, objectives, and methods of the research project; and finally, it facilitates a description of the student’s interpretation of the results and his/her conclusions. For scholars, the LR is an introductory chapter ( 6 ). If it is well written, it demonstrates the student’s understanding of and maturity in a particular topic. A sound and sophisticated LR can indicate a robust dissertation/thesis.

A consensus on the best method to elaborate a dissertation/thesis has not been achieved. The LR can be a distinct chapter or included in different sections; it can be part of the introduction chapter, part of each research topic, or part of each published paper ( 7 ). However, scholars view the LR as an integral part of the main body of an academic work because it is intrinsically connected to other sections ( Figure 1 ) and is frequently present. The structure of the LR depends on the conventions of a particular discipline, the rules of the department, and the student’s and supervisor’s areas of expertise, needs and interests.

Interestingly, many postgraduate students choose to submit their LR to peer-reviewed journals. As LRs are critical evaluations of current knowledge, they are indeed publishable material, even in the form of narrative or systematic reviews. However, systematic reviews have specific patterns 1 ( 8 ) that may not entirely fit with the questions posed in the dissertation/thesis. Additionally, the scope of a systematic review may be too narrow, and the strict criteria for study inclusion may omit important information from the dissertation/thesis. Therefore, this essay discusses the definition of an LR is and methods to develop an LR in the context of an academic dissertation/thesis. Finally, we suggest a checklist to evaluate an LR.

WHAT IS A LITERATURE REVIEW IN A THESIS?

Conducting research and writing a dissertation/thesis translates rational thinking and enthusiasm ( 9 ). While a strong body of literature that instructs students on research methodology, data analysis and writing scientific papers exists, little guidance on performing LRs is available. The LR is a unique opportunity to assess and contrast various arguments and theories, not just summarize them. The research results should not be discussed within the LR, but the postgraduate student tends to write a comprehensive LR while reflecting on his or her own findings ( 10 ).

Many people believe that writing an LR is a lonely and linear process. Supervisors or the institutions assume that the Ph.D. student has mastered the relevant techniques and vocabulary associated with his/her subject and conducts a self-reflection about previously published findings. Indeed, while elaborating the LR, the student should aggregate diverse skills, which mainly rely on his/her own commitment to mastering them. Thus, less supervision should be required ( 11 ). However, the parameters described above might not currently be the case for many students ( 11 , 12 ), and the lack of formal and systematic training on writing LRs is an important concern ( 11 ).

An institutional environment devoted to active learning will provide students the opportunity to continuously reflect on LRs, which will form a dialogue between the postgraduate student and the current literature in a particular field ( 13 ). Postgraduate students will be interpreting studies by other researchers, and, according to Hart (1998) ( 3 ), the outcomes of the LR in a dissertation/thesis include the following:

• To identify what research has been performed and what topics require further investigation in a particular field of knowledge;
• To determine the context of the problem;
• To recognize the main methodologies and techniques that have been used in the past;
• To place the current research project within the historical, methodological and theoretical context of a particular field;
• To identify significant aspects of the topic;
• To elucidate the implications of the topic;
• To offer an alternative perspective;
• To discern how the studied subject is structured;
• To improve the student’s subject vocabulary in a particular field; and
• To characterize the links between theory and practice.

A sound LR translates the postgraduate student’s expertise in academic and scientific writing: it expresses his/her level of comfort with synthesizing ideas ( 11 ). The LR reveals how well the postgraduate student has proceeded in three domains: an effective literature search, the language domain, and critical writing.

Effective literature search

All students should be trained in gathering appropriate data for specific purposes, and information literacy skills are a cornerstone. These skills are defined as “an individual’s ability to know when they need information, to identify information that can help them address the issue or problem at hand, and to locate, evaluate, and use that information effectively” ( 14 ). Librarian support is of vital importance in coaching the appropriate use of Boolean logic (AND, OR, NOT) and other tools for highly efficient literature searches (e.g., quotation marks and truncation), as is the appropriate management of electronic databases.

Language domain

Academic writing must be concise and precise: unnecessary words distract the reader from the essential content ( 15 ). In this context, reading about issues distant from the research topic ( 16 ) may increase students’ general vocabulary and familiarity with grammar. Ultimately, reading diverse materials facilitates and encourages the writing process itself.

Critical writing

Critical judgment includes critical reading, thinking and writing. It supposes a student’s analytical reflection about what he/she has read. The student should delineate the basic elements of the topic, characterize the most relevant claims, identify relationships, and finally contrast those relationships ( 17 ). Each scientific document highlights the perspective of the author, and students will become more confident in judging the supporting evidence and underlying premises of a study and constructing their own counterargument as they read more articles. A paucity of integration or contradictory perspectives indicates lower levels of cognitive complexity ( 12 ).

Thus, while elaborating an LR, the postgraduate student should achieve the highest category of Bloom’s cognitive skills: evaluation ( 12 ). The writer should not only summarize data and understand each topic but also be able to make judgments based on objective criteria, compare resources and findings, identify discrepancies due to methodology, and construct his/her own argument ( 12 ). As a result, the student will be sufficiently confident to show his/her own voice .

Writing a consistent LR is an intense and complex activity that reveals the training and long-lasting academic skills of a writer. It is not a lonely or linear process. However, students are unlikely to be prepared to write an LR if they have not mastered the aforementioned domains ( 10 ). An institutional environment that supports student learning is crucial.

Different institutions employ distinct methods to promote students’ learning processes. First, many universities propose modules to develop behind the scenes activities that enhance self-reflection about general skills (e.g., the skills we have mastered and the skills we need to develop further), behaviors that should be incorporated (e.g., self-criticism about one’s own thoughts), and each student’s role in the advancement of his/her field. Lectures or workshops about LRs themselves are useful because they describe the purposes of the LR and how it fits into the whole picture of a student’s work. These activities may explain what type of discussion an LR must involve, the importance of defining the correct scope, the reasons to include a particular resource, and the main role of critical reading.

Some pedagogic services that promote a continuous improvement in study and academic skills are equally important. Examples include workshops about time management, the accomplishment of personal objectives, active learning, and foreign languages for nonnative speakers. Additionally, opportunities to converse with other students promotes an awareness of others’ experiences and difficulties. Ultimately, the supervisor’s role in providing feedback and setting deadlines is crucial in developing students’ abilities and in strengthening students’ writing quality ( 12 ).

HOW SHOULD A LITERATURE REVIEW BE DEVELOPED?

A consensus on the appropriate method for elaborating an LR is not available, but four main steps are generally accepted: defining the main topic, searching the literature, analyzing the results, and writing ( 6 ). We suggest a fifth step: reflecting on the information that has been written in previous publications ( Figure 2 ).

First step: Defining the main topic

Planning an LR is directly linked to the research main question of the thesis and occurs in parallel to students’ training in the three domains discussed above. The planning stage helps organize ideas, delimit the scope of the LR ( 11 ), and avoid the wasting of time in the process. Planning includes the following steps:

• Reflecting on the scope of the LR: postgraduate students will have assumptions about what material must be addressed and what information is not essential to an LR ( 13 , 18 ). Cooper’s Taxonomy of Literature Reviews 2 systematizes the writing process through six characteristics and nonmutually exclusive categories. The focus refers to the reviewer’s most important points of interest, while the goals concern what students want to achieve with the LR. The perspective assumes answers to the student’s own view of the LR and how he/she presents a particular issue. The coverage defines how comprehensive the student is in presenting the literature, and the organization determines the sequence of arguments. The audience is defined as the group for whom the LR is written.
• Designating sections and subsections: Headings and subheadings should be specific, explanatory and have a coherent sequence throughout the text ( 4 ). They simulate an inverted pyramid, with an increasing level of reflection and depth of argument.
• Identifying keywords: The relevant keywords for each LR section should be listed to guide the literature search. This list should mirror what Hart (1998) ( 3 ) advocates as subject vocabulary . The keywords will also be useful when the student is writing the LR since they guide the reader through the text.
• Delineating the time interval and language of documents to be retrieved in the second step. The most recently published documents should be considered, but relevant texts published before a predefined cutoff year can be included if they are classic documents in that field. Extra care should be employed when translating documents.

Second step: Searching the literature

The ability to gather adequate information from the literature must be addressed in postgraduate programs. Librarian support is important, particularly for accessing difficult texts. This step comprises the following components:

• Searching the literature itself: This process consists of defining which databases (electronic or dissertation/thesis repositories), official documents, and books will be searched and then actively conducting the search. Information literacy skills have a central role in this stage. While searching electronic databases, controlled vocabulary (e.g., Medical Subject Headings, or MeSH, for the PubMed database) or specific standardized syntax rules may need to be applied.

In addition, two other approaches are suggested. First, a review of the reference list of each document might be useful for identifying relevant publications to be included and important opinions to be assessed. This step is also relevant for referencing the original studies and leading authors in that field. Moreover, students can directly contact the experts on a particular topic to consult with them regarding their experience or use them as a source of additional unpublished documents.

Before submitting a dissertation/thesis, the electronic search strategy should be repeated. This process will ensure that the most recently published papers will be considered in the LR.

• Selecting documents for inclusion: Generally, the most recent literature will be included in the form of published peer-reviewed papers. Assess books and unpublished material, such as conference abstracts, academic texts and government reports, are also important to assess since the gray literature also offers valuable information. However, since these materials are not peer-reviewed, we recommend that they are carefully added to the LR.

This task is an important exercise in time management. First, students should read the title and abstract to understand whether that document suits their purposes, addresses the research question, and helps develop the topic of interest. Then, they should scan the full text, determine how it is structured, group it with similar documents, and verify whether other arguments might be considered ( 5 ).

Third step: Analyzing the results

Critical reading and thinking skills are important in this step. This step consists of the following components:

• Reading documents: The student may read various texts in depth according to LR sections and subsections ( defining the main topic ), which is not a passive activity ( 1 ). Some questions should be asked to practice critical analysis skills, as listed below. Is the research question evident and articulated with previous knowledge? What are the authors’ research goals and theoretical orientations, and how do they interact? Are the authors’ claims related to other scholars’ research? Do the authors consider different perspectives? Was the research project designed and conducted properly? Are the results and discussion plausible, and are they consistent with the research objectives and methodology? What are the strengths and limitations of this work? How do the authors support their findings? How does this work contribute to the current research topic? ( 1 , 19 )
• Taking notes: Students who systematically take notes on each document are more readily able to establish similarities or differences with other documents and to highlight personal observations. This approach reinforces the student’s ideas about the next step and helps develop his/her own academic voice ( 1 , 13 ). Voice recognition software ( 16 ), mind maps ( 5 ), flowcharts, tables, spreadsheets, personal comments on the referenced texts, and note-taking apps are all available tools for managing these observations, and the student him/herself should use the tool that best improves his/her learning. Additionally, when a student is considering submitting an LR to a peer-reviewed journal, notes should be taken on the activities performed in all five steps to ensure that they are able to be replicated.

Fourth step: Writing

The recognition of when a student is able and ready to write after a sufficient period of reading and thinking is likely a difficult task. Some students can produce a review in a single long work session. However, as discussed above, writing is not a linear process, and students do not need to write LRs according to a specific sequence of sections. Writing an LR is a time-consuming task, and some scholars believe that a period of at least six months is sufficient ( 6 ). An LR, and academic writing in general, expresses the writer’s proper thoughts, conclusions about others’ work ( 6 , 10 , 13 , 16 ), and decisions about methods to progress in the chosen field of knowledge. Thus, each student is expected to present a different learning and writing trajectory.

In this step, writing methods should be considered; then, editing, citing and correct referencing should complete this stage, at least temporarily. Freewriting techniques may be a good starting point for brainstorming ideas and improving the understanding of the information that has been read ( 1 ). Students should consider the following parameters when creating an agenda for writing the LR: two-hour writing blocks (at minimum), with prespecified tasks that are possible to complete in one section; short (minutes) and long breaks (days or weeks) to allow sufficient time for mental rest and reflection; and short- and long-term goals to motivate the writing itself ( 20 ). With increasing experience, this scheme can vary widely, and it is not a straightforward rule. Importantly, each discipline has a different way of writing ( 1 ), and each department has its own preferred styles for citations and references.

Fifth step: Reflecting on the writing

In this step, the postgraduate student should ask him/herself the same questions as in the analyzing the results step, which can take more time than anticipated. Ambiguities, repeated ideas, and a lack of coherence may not be noted when the student is immersed in the writing task for long periods. The whole effort will likely be a work in progress, and continuous refinements in the written material will occur once the writing process has begun.

LITERATURE REVIEW CHECKLIST

In contrast to review papers, the LR of a dissertation/thesis should not be a standalone piece or work. Instead, it should present the student as a scholar and should maintain the interest of the audience in how that dissertation/thesis will provide solutions for the current gaps in a particular field.

A checklist for evaluating an LR is convenient for students’ continuous academic development and research transparency: it clearly states the desired achievements for the LR of a dissertation/thesis. Here, we present an LR checklist developed from an LR scoring rubric ( 11 ). For a critical analysis of an LR, we maintain the five categories but offer twelve criteria that are not scaled ( Figure 3 ). The criteria all have the same importance and are not mutually exclusive.

First category: Coverage

1. justified criteria exist for the inclusion and exclusion of literature in the review.

This criterion builds on the main topic and areas covered by the LR ( 18 ). While experts may be confident in retrieving and selecting literature, postgraduate students must convince their audience about the adequacy of their search strategy and their reasons for intentionally selecting what material to cover ( 11 ). References from different fields of knowledge provide distinct perspective, but narrowing the scope of coverage may be important in areas with a large body of existing knowledge.

Second category: Synthesis

2. a critical examination of the state of the field exists.

A critical examination is an assessment of distinct aspects in the field ( 1 ) along with a constructive argument. It is not a negative critique but an expression of the student’s understanding of how other scholars have added to the topic ( 1 ), and the student should analyze and contextualize contradictory statements. A writer’s personal bias (beliefs or political involvement) have been shown to influence the structure and writing of a document; therefore, the cultural and paradigmatic background guide how the theories are revised and presented ( 13 ). However, an honest judgment is important when considering different perspectives.

3. The topic or problem is clearly placed in the context of the broader scholarly literature

The broader scholarly literature should be related to the chosen main topic for the LR ( how to develop the literature review section). The LR can cover the literature from one or more disciplines, depending on its scope, but it should always offer a new perspective. In addition, students should be careful in citing and referencing previous publications. As a rule, original studies and primary references should generally be included. Systematic and narrative reviews present summarized data, and it may be important to cite them, particularly for issues that should be understood but do not require a detailed description. Similarly, quotations highlight the exact statement from another publication. However, excessive referencing may disclose lower levels of analysis and synthesis by the student.

4. The LR is critically placed in the historical context of the field

Situating the LR in its historical context shows the level of comfort of the student in addressing a particular topic. Instead of only presenting statements and theories in a temporal approach, which occasionally follows a linear timeline, the LR should authentically characterize the student’s academic work in the state-of-art techniques in their particular field of knowledge. Thus, the LR should reinforce why the dissertation/thesis represents original work in the chosen research field.

5. Ambiguities in definitions are considered and resolved

Distinct theories on the same topic may exist in different disciplines, and one discipline may consider multiple concepts to explain one topic. These misunderstandings should be addressed and contemplated. The LR should not synthesize all theories or concepts at the same time. Although this approach might demonstrate in-depth reading on a particular topic, it can reveal a student’s inability to comprehend and synthesize his/her research problem.

6. Important variables and phenomena relevant to the topic are articulated

The LR is a unique opportunity to articulate ideas and arguments and to purpose new relationships between them ( 10 , 11 ). More importantly, a sound LR will outline to the audience how these important variables and phenomena will be addressed in the current academic work. Indeed, the LR should build a bidirectional link with the remaining sections and ground the connections between all of the sections ( Figure 1 ).

7. A synthesized new perspective on the literature has been established

The LR is a ‘creative inquiry’ ( 13 ) in which the student elaborates his/her own discourse, builds on previous knowledge in the field, and describes his/her own perspective while interpreting others’ work ( 13 , 17 ). Thus, students should articulate the current knowledge, not accept the results at face value ( 11 , 13 , 17 ), and improve their own cognitive abilities ( 12 ).

Third category: Methodology

8. the main methodologies and research techniques that have been used in the field are identified and their advantages and disadvantages are discussed.

The LR is expected to distinguish the research that has been completed from investigations that remain to be performed, address the benefits and limitations of the main methods applied to date, and consider the strategies for addressing the expected limitations described above. While placing his/her research within the methodological context of a particular topic, the LR will justify the methodology of the study and substantiate the student’s interpretations.

9. Ideas and theories in the field are related to research methodologies

The audience expects the writer to analyze and synthesize methodological approaches in the field. The findings should be explained according to the strengths and limitations of previous research methods, and students must avoid interpretations that are not supported by the analyzed literature. This criterion translates to the student’s comprehension of the applicability and types of answers provided by different research methodologies, even those using a quantitative or qualitative research approach.

Fourth category: Significance

10. the scholarly significance of the research problem is rationalized.

The LR is an introductory section of a dissertation/thesis and will present the postgraduate student as a scholar in a particular field ( 11 ). Therefore, the LR should discuss how the research problem is currently addressed in the discipline being investigated or in different disciplines, depending on the scope of the LR. The LR explains the academic paradigms in the topic of interest ( 13 ) and methods to advance the field from these starting points. However, an excess number of personal citations—whether referencing the student’s research or studies by his/her research team—may reflect a narrow literature search and a lack of comprehensive synthesis of ideas and arguments.

11. The practical significance of the research problem is rationalized

The practical significance indicates a student’s comprehensive understanding of research terminology (e.g., risk versus associated factor), methodology (e.g., efficacy versus effectiveness) and plausible interpretations in the context of the field. Notably, the academic argument about a topic may not always reflect the debate in real life terms. For example, using a quantitative approach in epidemiology, statistically significant differences between groups do not explain all of the factors involved in a particular problem ( 21 ). Therefore, excessive faith in p -values may reflect lower levels of critical evaluation of the context and implications of a research problem by the student.

Fifth category: Rhetoric

12. the lr was written with a coherent, clear structure that supported the review.

This category strictly relates to the language domain: the text should be coherent and presented in a logical sequence, regardless of which organizational ( 18 ) approach is chosen. The beginning of each section/subsection should state what themes will be addressed, paragraphs should be carefully linked to each other ( 10 ), and the first sentence of each paragraph should generally summarize the content. Additionally, the student’s statements are clear, sound, and linked to other scholars’ works, and precise and concise language that follows standardized writing conventions (e.g., in terms of active/passive voice and verb tenses) is used. Attention to grammar, such as orthography and punctuation, indicates prudence and supports a robust dissertation/thesis. Ultimately, all of these strategies provide fluency and consistency for the text.

Although the scoring rubric was initially proposed for postgraduate programs in education research, we are convinced that this checklist is a valuable tool for all academic areas. It enables the monitoring of students’ learning curves and a concentrated effort on any criteria that are not yet achieved. For institutions, the checklist is a guide to support supervisors’ feedback, improve students’ writing skills, and highlight the learning goals of each program. These criteria do not form a linear sequence, but ideally, all twelve achievements should be perceived in the LR.

CONCLUSIONS

A single correct method to classify, evaluate and guide the elaboration of an LR has not been established. In this essay, we have suggested directions for planning, structuring and critically evaluating an LR. The planning of the scope of an LR and approaches to complete it is a valuable effort, and the five steps represent a rational starting point. An institutional environment devoted to active learning will support students in continuously reflecting on LRs, which will form a dialogue between the writer and the current literature in a particular field ( 13 ).

The completion of an LR is a challenging and necessary process for understanding one’s own field of expertise. Knowledge is always transitory, but our responsibility as scholars is to provide a critical contribution to our field, allowing others to think through our work. Good researchers are grounded in sophisticated LRs, which reveal a writer’s training and long-lasting academic skills. We recommend using the LR checklist as a tool for strengthening the skills necessary for critical academic writing.

AUTHOR CONTRIBUTIONS

Leite DFB has initially conceived the idea and has written the first draft of this review. Padilha MAS and Cecatti JG have supervised data interpretation and critically reviewed the manuscript. All authors have read the draft and agreed with this submission. Authors are responsible for all aspects of this academic piece.

ACKNOWLEDGMENTS

We are grateful to all of the professors of the ‘Getting Started with Graduate Research and Generic Skills’ module at University College Cork, Cork, Ireland, for suggesting and supporting this article. Funding: DFBL has granted scholarship from Brazilian Federal Agency for Support and Evaluation of Graduate Education (CAPES) to take part of her Ph.D. studies in Ireland (process number 88881.134512/2016-01). There is no participation from sponsors on authors’ decision to write or to submit this manuscript.

No potential conflict of interest was reported.

1 The questions posed in systematic reviews usually follow the ‘PICOS’ acronym: Population, Intervention, Comparison, Outcomes, Study design.

2 In 1988, Cooper proposed a taxonomy that aims to facilitate students’ and institutions’ understanding of literature reviews. Six characteristics with specific categories are briefly described: Focus: research outcomes, research methodologies, theories, or practices and applications; Goals: integration (generalization, conflict resolution, and linguistic bridge-building), criticism, or identification of central issues; Perspective: neutral representation or espousal of a position; Coverage: exhaustive, exhaustive with selective citations, representative, central or pivotal; Organization: historical, conceptual, or methodological; and Audience: specialized scholars, general scholars, practitioners or policymakers, or the general public.

SOC 200 - Sims: What are Literature Reviews?

What are literature reviews.

• How to Write a Lit Review
• How to Choose a Topic
• Finding the Literature

A  literature review  provides an overview of a topic, and is something most of you have encountered at one time or another. It is usually an article, or a section of an article,* that  compiles and summarizes published materials (books, articles, etc.) which provide an examination of recent or current literature on a chosen topic.

Review articles can cover a wide range of subject matter at various levels of completeness and comprehensiveness based on analyses of literature that may include research findings. The review may reflect the state of the art. It also includes reviews as a literary form.

As a publication type, it is an article or book published after examination of previously published material on a subject. It may be comprehensive to various degrees, and the time range of material scrutinized may be broad or narrow, although the reviews most often desired are reviews of the current literature. The textual material examined may be equally broad and can encompass, in medicine specifically, clinical material as well as experimental research or case reports.

State-of-the-art reviews tend to address more current matters. A review of the literature must be differentiated from a HISTORICAL ARTICLE on the same subject, but a review of historical literature is also within the scope of this publication type.

* Lit reviews aren't always obviously labeled "literature review"; they may be embedded within sections such as the introduction or background. 

Example Literature Review:

• Dance therapy for individuals with Parkinson’s disease: improving quality of life Notice how the introduction and subheadings provide background on the topic and describe way it's important. Some studies are grouped together that convey a similar idea. Limitations of some studies are addressed as a way of showing the significance of the research topic.

Types of Literature Reviews

• Systematic review
• Meta-analysis
• Integrative Review
• Scoping review
• Rapid review
• Umbrella review
• Systematized Review

A systematic review attempts to collate all empirical evidence that fits pre-specified eligibility criteria in order to answer a specific research question. It uses explicit, systematic methods that are selected with a view to minimizing bias, thus providing more reliable findings from which conclusions can be drawn and decisions made (Antman 1992, Oxman 1993).

The key characteristics of a systematic review are:

• a clearly stated set of objectives with pre-defined eligibility criteria for studies;
• an explicit, reproducible methodology;
• a systematic search that attempts to identify all studies that would meet the eligibility criteria;
• an assessment of the validity of the findings of the included studies, for example through the assessment of risk of bias; and
• a systematic presentation, and synthesis, of the characteristics and findings of the included studies.

From  Cochrane  Handbook, 1.2.2

• How to do a systematic review (NSU)
• Summarizing systematic reviews: methodological development, conduct and reporting of an umbrella review approach

Many, but not all, systematic reviews contain meta-analyses.  Meta-analysis is the use of statistical methods to summarise the results of independent studies. By combining information from all relevant studies, meta-analyses can provide more precise estimates of the effects of health care than those derived from the individual studies included within a review. Meta-analyses also facilitate investigations of the consistency of evidence across studies, and the exploration of differences across studies ( Cochrane Handbook, 1.2.2 ). More information on meta-analyses can be found in  Cochrane  Handbook, Chapter 9 .

A  meta-analysis  goes beyond critique and integration and conducts secondary statistical analyses on the outcomes of similar studies.  It is a systematic review that uses quantitative methods to synthesize and summarize the results.

An advantage of a meta-analysis is the ability to be completely objective in evaluating research findings.  Not all topics, however, have sufficient research evidence to allow a meta-analysis to be conducted.  In that case, an integrative review is an appropriate strategy.  

An  integrative review  summarizes past research and draws overall conclusions from the body of literature on a particular topic. The body of literature comprises all studies that address related or identical hypotheses. In a properly executed integrative review, the effects of subjectivity are minimized through carefully applied criteria for evaluation. A well-done integrative review meets the same standards as primary research in regard to clarity, rigor and replication.

"In general, scoping reviews are commonly used for ‘reconnaissance’ – to clarify working definitions and conceptual boundaries of a topic or field. Scoping reviews are therefore particularly useful when a body of literature has not yet been comprehensively reviewed, or exhibits a complex or heterogeneous nature not amenable to a more precise systematic review of the evidence. While scoping reviews may be conducted to determine the value and probable scope of a full systematic review, they may also be undertaken as exercises in and of themselves to summarize and disseminate research findings, to identify research gaps, and to make recommendations for the future research."

From  Peters, MD, Godfrey, CM,  Khalil, H, McInerney, P, Parker, D & Soares, CB 2015, 'Guidance for conducting systematic scoping reviews', International Journal of Evidence-Based Healthcare, vol. 13, no. 3, pp. 141-146 :

• Guidance for conducting systematic scoping reviews (methodology paper)

A rapid review  is an assessment of what is already known about a policy or practice issue, by using systematic review methods to search and critically appraise existing research. "Rapid reviews have emerged as a streamlined approach to synthesizing evidence in a timely manner -typically for the purpose of informing emergent decisions faced by decision makers in health care settings."

Khangura, S, Konnyu, K, Cushman, R, Grimshaw, J & Moher, D 2012, 'Evidence summaries: The evolution of a rapid review approach', Systematic Reviews, vol. 1, no. 1, p. 10.

An umbrella review is a synthesis of existing reviews, only including the highest level of evidence such as systematic reviews and meta-analyes. It specifically refers to review compiling evidence from multiple reviews into one accessible and usable document. Umbrella reviews focuses on broad condition or problem for which there are competing interventions and highlights reviews that address these interventions and their result.

Methodology paper: Aromataris, E, Fernandez, R, Godfrey, CM, Holly, C, Khalil, H & Tungpunkom, P 2015, 'Summarizing systematic reviews: Methodological development, conduct and reporting of an umbrella review approach',  Int J Evid Based Healthc , vol. 13, no. 3, pp. 132-140

A systematized review attempts to include elements of the systematic review process while stopping short of the systematic review. Systematized reviews are typically conducted as a postgraduate student assignment, in recognition that they are not able to draw upon the resources required for a full systematic review (such as two reviewers).

Special Thanks

Special Thanks to Dr. Julie Sarpy, PhD, MSLS, MA, AHIP, for permission to reuse content from her Medical Sciences guide . Dr. Sarpy is a  Reference and Instruction Librarian at the Martin and Gail Press Health Professions Division Library, and a   Liaison to the Dr. Kiran C. Patel College of Allopathic Medicine,  as well as an Adjunct Assistant Professor with the Department of Medical Education at the  Dr. Kiran C. Patel College of Osteopathic Medicine at Nova Southeastern University in Ft. Lauderdale, Florida.

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Speaker 1: Performing a literature review is an important step in conducting research, as it allows you to gain a comprehensive understanding of the existing literature on a topic. So hi, I'm Charlotte Vreese, a third-year PhD student in computational neuroscience, and today I want to talk about my literature review workflow. So I have had to read a lot of papers over the last few years, and to keep a comprehensive book or a comprehensive system that allows you to synthesize all these papers is actually quite difficult, and I think I've finally kind of got there. So I want to introduce you to my system such that you may also benefit from it and hopefully read a lot more papers for your PhD or if you're a student for your research work. So let's get straight into it. So there are six steps that I want to introduce you to, and the first one is to define your research question clearly. I think if you dive into research without having a clear research question, it's actually really overwhelming the amount of research that you will find and the amount of papers that you will find. So usually it's quite good to already know beforehand what kind of research question you would like to dive into. So for example, today we're going to take the example of the Bayesian brain. So if you want to learn more about the Bayesian brain, your research question could be, for example, what is the Bayesian brain, what does it mean, how does it work, etc. So the second step is to find a good review and find the accompanying relevant research on Scopus. So I personally like Scopus the most, as I think it's the most comprehensive knowledge bank right now on the internet. But there are a few other knowledge banks that I will list down below, and on these type of websites you can find relevant books, articles, and reviews. But the thing I like most about Scopus is that you can also list the articles based on highest citation, for example. The authors that wrote it, when it was written, and I find it pretty intuitive how the paper system is structured. Whereas for example on Google Scholar, even though I sometimes do use it, it is sometimes a little bit a black box how they organized the papers. So in Scopus usually the first thing I do if I'm new to a topic, I find a review. So you can just google like what I'm doing right now, so Bayesian brain review, and then you search. And usually I list it by the highest citations, if I don't know that much about the field yet. But this does mean that newer articles go more to the bottom. And then for example this one, a Bayesian brain, the role of uncertainty in neural coding and computing. So I would probably select this one, and then try to find the paper. And another thing that I do like to do is that I do like to see in the field which authors have published the most. So this you can do on Scopus, you can see which authors have published the most. So for example for the Bayesian brain, Carl Fristen has published a lot, which I also already knew. But if you're new to computational neuroscience, look up Carl Fristen, he has done some amazing work. And I think by also looking at the authors, then you also know which people you should follow, which are the most contributing authors in this field. So then the next thing that I do after I have found the articles that I like, and that I want to read a little bit more, then I usually import them in Zotero and start highlighting and reading in Zotero. So the thing you want to do with highlighting and reading is that you want to look for patterns, you want to think of questions, you want to see what kind of open gaps or gaps in the literature there are. And I have made a video about how I usually go through certain scientific articles that you can find right here. So for example if I have this paper that I want to read, so for example in this case predictive coding, an account of the mirror neuron system, then I click on the add-on from Zotero and you can select here the map that you want to save it to. So usually I have for every paper that I'm writing, for every topic that I'm researching, and usually also nowadays for YouTube videos, I have a separate map on my Zotero that I link all the articles to. So I save it automatically in this way to this map. And what you can then see in Zotero is that all your papers are listed here. It usually also automatically downloads PDF, which I really like, if it's available. If it's not available you sometimes have to add it. And then the thing that I do is I go over the paper and highlight all the parts that I find interesting and that I want to reference. So this for me is really where I do my rough reading, where I do my first reading, and also where I collect all my papers. So I highly encourage you to make different folders for different projects that you have, because I think at the end of your PhD you will have probably read over 200 papers. And if you just all have them at the same place, like what I did at the beginning, it becomes really unstructured super fast. So then the fourth step that I do is I open Research Rabbit and I import my Zotero into Research Rabbit. So the thing that I like about Research Rabbit, you can see it here. So for example, these are papers that I read in 2022. This is a map I make. And for example, here's the history and future of the Bayesian brain. And then you can look for similar works. So you have here all the similar works. And the thing I like about it is that you have this kind of graph-like structure. So you can really see what important notes are. So for example, Karl Friston wrote a really important paper, Lily Crabbe, and also these others. And I think by looking at it this way, I usually uncover the key papers in certain research areas or certain topics, which sometimes is a bit hard to see if you are just listing the papers in Zotero. So for me, this is really a good way to get a visual overview of all the material that has been written in the field. So the next thing I do is I organize it in Notion. So all the highlights that I've made, all the things that I've thought about, it usually can be synthesized down into one question. For example, one statement, one main fact that I want to remember. And usually I put this in the project that I'm thinking about. So I've made a video already about how I use Notion as my second brain. And I really think having all the main or key points of every article in one place, for me at least, is really beneficial. And I do know sometimes this is a little bit of a hassle to transfer this. So I have thought about like an automatic transfer, but I'm not still super satisfied about it. So if you have a way that you automatically link your Zotero to your Notion, let me know in the comments down below. And the last step, step six, is to really synthesize the literature into your own review. And this is not something that I always do, but sometimes your professor asks you, for example, to write a review paper, or you have to write a certain part of a review for an article or a course you're following. And I think actually this part is the most interesting, because acquiring all the knowledge, although it takes some skill, it's not really an inherent ability. But actually thinking about the knowledge, really interpreting it, seeing where the gaps lie, thinking of your own questions, is where it becomes really interesting. So if you want to know how I do it, let me know down in the comments. But I do think in general, just thinking about it for a moment and sitting down and writing your thoughts down after you've read all the literature already will take you quite far. So of course doing a full literature review is a really time-consuming process, and I also realize that. But I do think it's a key part of your PhD that I also sometimes forget about, because when you're doing research and when you're thinking about thoughts and everything, you sometimes forget that there's already so much knowledge that has been written about a certain topic. So I hope that my tips helped you a little bit, and that my workflow will speed up your process of doing this quite tedious work sometimes. And let me know if you have any tips for me, I would love to hear. So put it down in the comments below, and otherwise see you next week. Bye.

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Feasible solutions for low-carbon thermal electricity generation and utilization in oil-rich developing countries: a literature review.

1. Introduction

2. study selection methodology, 2.1. identification phase: databases, search terms definition, 2.2. screening phase: inclusion and exclusion criteria definition, article’s abstract review, 2.3. eligibility and inclusion phase: comprehensive full-text review for assessing studies, 2.4. synthesis phase: bibliometric analysis of included literature, 3. results and discussions, 3.1. oil-rich developing countries, 3.2. low-carbon technologies for thermal generation, 3.2.1. biomass co-firing and its integration with existing infrastructure, 3.2.2. hydrogen as a fuel for high-efficiency gas turbines, 3.2.3. geothermal hybrid systems for base load power generation, 3.2.4. advanced thermal energy storage solutions, 3.3. successful case studies implementation perspectives for oil-rich regions, 3.3.1. lessons from the middle east: pioneering low-carbon initiatives in oil-dependent economies, 3.3.2. transitioning national grids: the role of clean thermal power in africa’s oil-producing nations, 3.3.3. public-private partnerships in latin america: leveraging oil revenues for sustainable energy, 3.3.4. overcoming socioeconomic barriers: community engagement and low-carbon technology adoption, 3.3.5. economic barriers and solutions for community engagement in low-carbon technology adoption, 3.4. current regulatory framework, 3.4.1. comparative analysis of carbon pricing mechanisms and their impact on thermal generation, 3.4.2. regulatory innovation: creating incentives for hybrid thermal systems, 3.4.3. evaluating the effectiveness of renewable portfolio standards in promoting low-carbon thermal technologies, 3.4.4. future-proofing regulations: adapting policies for emerging low-carbon technologies, 3.4.5. economic considerations for future-proofing regulations in emerging low-carbon technologies, 3.5. technological innovations and trends, 3.5.1. digital twins and predictive analytics in thermal power plants, 3.5.2. the rise of ai-driven energy management systems for thermal generation, 3.5.3. advanced materials for enhanced thermal efficiency, 3.5.4. trends in modular thermal generation units for decentralized energy systems, 3.5.5. financial viability of modular thermal generation units in decentralized energy systems, 3.5.6. barriers to investment in low-carbon thermal technologies in ordcs, 4. conclusions, author contributions, institutional review board statement, informed consent statement, data availability statement, acknowledgments, conflicts of interest, appendix a. prisma 2020 flowchart of the literature review process.

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Ochoa-Correa, D.; Arévalo, P.; Villa-Ávila, E.; Espinoza, J.L.; Jurado, F. Feasible Solutions for Low-Carbon Thermal Electricity Generation and Utilization in Oil-Rich Developing Countries: A Literature Review. Fire 2024 , 7 , 344. https://doi.org/10.3390/fire7100344

Ochoa-Correa D, Arévalo P, Villa-Ávila E, Espinoza JL, Jurado F. Feasible Solutions for Low-Carbon Thermal Electricity Generation and Utilization in Oil-Rich Developing Countries: A Literature Review. Fire . 2024; 7(10):344. https://doi.org/10.3390/fire7100344

Ochoa-Correa, Danny, Paul Arévalo, Edisson Villa-Ávila, Juan L. Espinoza, and Francisco Jurado. 2024. "Feasible Solutions for Low-Carbon Thermal Electricity Generation and Utilization in Oil-Rich Developing Countries: A Literature Review" Fire 7, no. 10: 344. https://doi.org/10.3390/fire7100344

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Development of instructional design principles for using ICT in resource-limited learning environments: a case of Bangladesh

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• Published: 28 September 2024

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• Yoonjung Hwang   ORCID: orcid.org/0000-0003-2428-4143 1 &
• Cheolil Lim   ORCID: orcid.org/0000-0001-8592-8446 1  

The integration of ICT in education in developing countries has become a significant focus in various ODA projects and educational research. With the increasing demand for teachers to incorporate ICT in their classrooms, the precise methods for effectively integrating ICT resources have not been thoroughly explored. Therefore, this research aimed to develop the most optimal instructional design principles that may systematically guide teachers in planning their lessons using ICT, specifically in the context of Bangladesh. By employing the design and development research method , this research developed an initial set of instructional design principles based on literature review and field research, then elaborated on the principles through three sets of internal validation tests and a usability test by conducting in-depth interviews to confirm the applicability of the principles in real classroom settings in Bangladesh. The final version of instructional design principles is composed of five components, ten principles, and 22 specific guidelines. Two distinct features of the principles are discussed for further research. In discussion, this research underscores the necessity of providing practical instructional design principles to guide teachers in effectively utilizing ICT, particularly within a resource-limited learning environment like Bangladesh.

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Introduction

Since the Education For All (EFA) movements in 2000, there has been a growing consensus that Information and Communication Technology (ICT) Footnote 1 will enrich teaching and learning environments. It is believed that ICT holds the transformative power to enhance the quality of education by providing opportunities for contextualized learning and thereby improving students’ achievement and teachers’ motivation (Hussain et al., 2017 ; Kalolo, 2019 ; Qaddumi et al., 2020 ; Tashtoush et al., 2023 ; Zhao & Chen, 2023 ). Consequently, many developing countries have increasingly integrated ICT into their education systems.

The impact of ICT in education, however, is not uniform and depends on various factors, notably the pedagogical use of ICT by teachers (Dong & Newman, 2018 ; Sarfo & Elen, 2014 ; Sawyerr & Agyei, 2023 ). This highlights that the effective ICT integration is fundamentally linked to a pedagogy-centric approach, emphasizing the necessity for a clear rationale in employing technology to support teaching and learning objectives. However, current teacher education programs in many developing countries often offer basic technology courses or a one-size-fits-all approach that are irrelevant to teachers’ specific subjects and pedagogical needs (Kalogiannakis, 2010 ; Koehler et al., 2013 ).

In Bangladesh, a Least Developed Countries (LDC) in South Asia, efforts to promote ICT use in education have been made since 2010 by supporting teachers to learn digital skills and forcing them to utilize ICT materials in their classrooms. The Government of Bangladesh has provided one laptop, and one multimedia projector to every secondary school, and developing of teacher-led multimedia contents, so that teachers and students are using the ICT to discuss difficult-to-teach and difficult-to-learn contents (Khanam et al., 2013 ). As of the latest data, currently 73.39% of institutions are equipped with multimedia classroom with higher prevalence in secondary schools (84.69%) compared to junior schools (24.53%) (BANBEIS, 2022 ). Despite these efforts, ICT teacher training programs in Bangladesh largely overlook pedagogical principles, essential for effective ICT application in classroom (Khan, 2014 ). As a result, majority of the classroom practices with ICT remain traditional and teacher-centered even after training (Babu & Nath, 2017 ; Lim et al., 2020 ).

The mismatch between the current ICT training contents and its applicability in teachers’ pedagogy has led to the superficial adoption of ICT tools without substantive changes in pedagogical methods (Suárez-Rodríguez et al., 2018 ). Nevertheless, previous research regarding teachers’ use of ICT in education in developing countries mainly focused on barriers to use ICT (Alkhawaldeh & Menchaca, 2014 ; Khan et al., 2012 ; Rahiem, 2020 ), teachers’ attitude toward use of ICT (Alvarado et al., 2020 ; Mirzajani et al., 2016 ; Semerci & Aydin, 2018 ) or expected impact of using ICT (Kalolo, 2019 ; Tashtoush et al., 2023 ).

In response to these gaps, this research aims to broaden the discourse on ICT in education by focusing on instructional design for its use. Research on the “instructional design principles” for integrating ICT in education is a timely and highly necessary topic, especially within the developing countries. “Instructional design” offers a systematic approach to lesson planning with ICT and the creation of an optimal class activity blueprint, alongside the formulation of instructional strategies aimed at enhancing teaching and learning efficacy (Lim, 1996 ). Thus this research aims to develop instructional design principles that bridge the gap between ICT tools and effective pedagogical practices, specifically within the context of developing countries. Using a case study from secondary schools in Bangladesh, this research seeks to answer two key questions:

What are the optimal instructional design principles for ICT application in secondary education in Bangladesh?

What factors should be considered when developing the instructional design principles in the context of developing countries?

Literature review

Contextual background: ict in education in bangladesh.

The Government of Bangladesh (GOB) put much effort in modernizing and revolutionizing the education system through ICT, promoting technology-based teaching and learning as a strategic lever to achieve Bangladesh’s Vision 2021 (Ministry of Education, 2019 ). Since “Digital Bangladesh” was announced in 2009, the GOB came up with the National ICT Policy ( 2009 ) to maximize the use of ICT for national development. In order to implement a more detailed plan to accelerate ICT implementation in education, the Master Plan for ICT in Education in Bangladesh was drawn in 2013. For the secondary level of education, this plan aimed to raise education quality by creating an ICT-enabled teaching–learning environment, thereby raising learners as skilled human resource for the twenty-first century knowledge-oriented society.

Based on those policies and the master plan for leveraging ICT in education, the Ministry of Education (MOE) of Bangladesh is providing ICT training for at least one teacher in each school that has a multimedia classroom (ADB, 2017 ). Teachers are required to receive 12 days of training, in which they learn to develop and present digital contents Footnote 2 and use internet materials to explain difficult concepts with the help of text, images and animations on PowerPoint Presentation (Ropum et al., 2022 ). For example, in the “digital content development” session, teachers learn to develop their own digital content mainly using PowerPoint presentation and demonstrate their PPT slides at the end of the class (Table  1 ).

However, Bangladeshi schools still lack teachers with professional training in integrating ICT in education (GED, 2018 ), and many teachers in Bangladesh, do not integrate ICT into their pedagogy in a meaningful way (Mou, 2016 ). Some argue that the teacher education program teaches ICT knowledge & skills in an isolated manner, by leaving the integration with the subject studies courses, and the ICT-related course are packed with theoretical knowledge rather than practical-oriented teaching and learning activities (Islam et al., 2023 ). ICT is sometimes used excessively during the teacher training course due to lack of TPACK skills within both trainers and teachers (Ropum et al., 2021 ), or incompetency to handle digital tools and to identify proper tools for appropriate pedagogical purposes (Hossain, 2023 ). Moreover, teachers use the laptop and projector to show the presentation made by either picture or video, but students have almost no chances to operate technologies in classroom activities (Hosen, 2022 ). These have led a result that many Bangladeshi teachers are using ICT in the classroom, but the prime task of the learners is only watching and listening to the teachers’ PPT presentation but not actively participating in the collaborative learning task (Babu & Nath, 2017 ).

This disconnect underscores a broader issue identified by Mishra and Koehler ( 2008 ), which argues that effective ICT integration requires teachers to have a blend of three types of knowledge: Technological Knowledge (TK), Pedagogical Knowledge (PK), and Content Knowledge (CK). This framework highlights that successful ICT usage in education transcends merely operating computers or internet connectivity; it involves the strategic application of technology within pedagogy (Mou, 2016 ). Considering the fact that teachers still struggle to effectively utilize digital tools in classroom setting, despite Bangladesh’s efforts in digital school transformation and ICT competency training (Islam et al., 2023 ), providing the instructional design principle for using ICT in teachers’ classroom setting becomes imperative to harness the full educational potential of technology, transcending mere hardware provision or basic technological training.

Instructional design principles in developing countries

While the “instructional design principle” is a popular research area in educational technology, several previous research provide insight into factors to consider when developing instructional design principles for developing countries. First, Cha et al. ( 2020 ) explored ICT-integrated classroom models and suggested six categories of factors for designing ICT-integrated K-12 classrooms in developing countries: (1) status and policies in ICT education, (2) ODA goals and priority setting, (3) selection of schools, (4) infrastructure and technical challenges, (5) pedagogical methods, and (6) educational resources. Among these six categories, understanding ODA goals and priority setting was identified as particularly important because most of the policies and practices regarding ICT integration in schools in developing countries are conducted as a form of ODA. In addition, Cha et al. ( 2020 ) emphasized that understanding the present situation and the requirements of the teaching and learning aspects of the country may determine the success or failure of ICT-integration in learning, given different amount of ICT infrastructure and degree of teacher readiness in each developing country.

Similarly, Arias and Clark ( 2004 ) stressed the importance of understanding the highly volatile socio-economic, cultural, and political context in developing countries when applying instructional system design. In order to accurately analyze the current state of developing countries prior to developing the instructional design, Arias & Clark developed the context-based analysis model to apply to developing countries. In this model, motivation, compensation, participation, and availability of electricity were identified as the main conditional factors to be considered.

Other research suggested the significance of teachers’ personal assessment in the process of transforming the existing instructional design model in the developing countries to incorporate ICT. According to Olayinka et al. ( 2018 ), the stage where teachers themselves assess their own teaching skills and technical know-how of available ICT resources is critical in ICT implementation in classrooms. In this process, building relationships with other more experienced teachers is key to identify the right media and technology for adoption (Olayinka et al., 2018 ). This indicates the significance of teacher preparation prior to applying technology in the classroom, as well as knowledge-sharing among teachers in the context of developing countries.

Other studies that investigated instructional design in the context of developing countries also emphasized the teacher factor. Jhurree ( 2005 ) who developed policy-making guidelines on technology integration in education in developing countries also mentioned the necessity of involving teachers as well as school administrators and parents in decision-making. Many teachers are apprehensive about using computers for instructional purposes due to lack of experience or support from school communities. Therefore, teacher attitude is another factor that needs to be changed to secure their commitment to successful technology integration (Jhurree, 2005 ). Especially in developing countries, teachers’ self-efficacy is a precursor to deep learning with ICT and the strongest predictor of teachers’ instructional strategies with ICT. Otherwise, teachers just use ICTs for simple tasks such as word processing and information retrieval for delivery of passive learning materials (Sangkawetai et al., 2020 ).

Another possible instructional design principle that could be adopted in developing countries is Universal Design for Learning (UDL), which emphasizes the need for a complex and diverse approach to meet the needs of various groups of learners (Jang, 2010 ). UDL is solidly based on neuroscientific research and often use digital tools to ensure curriculum and learning environments are designed with options for all (Chambers & Coffey, 2019 ). Although the current usage of ICT tools in education in developing countries is focused on simple technology such as PowerPoint presentation with auditory and visual materials, teachers should consider a wide variety of student needs in their teaching by adopting the UDL guidelines for more effective utilization of digital tools.

While the previous studies provide valuable policy insights for the effective use of ICT in education within developing countries, they lack practical instructional design principles and detailed guidelines that teachers can refer to when incorporating ICT into their lessons. This research addresses this gap by providing concrete strategies on ‘how’ teachers can effectively integrate ICT into their instruction, especially in contexts where teaching and learning resources are limited, but the importance of ICT in education is heavily emphasized by the government. Therefore, this study aims not only to supplement the policy implications suggested by prior research but also to provide actionable instructional design principles and detailed guidelines for teachers. These contributions are intended to guide teachers in effectively utilizing ICT in the classroom, thereby adding practical perspectives to the discussions on ICT in education in developing countries.

Methodology

To develop instructional design principles for ICT in secondary education in Bangladesh, this research employed the design and development research method (Lim, 2015 ; Richey & Klein, 2007 ). The design and development research is “the systematic study of design, development and evaluation processes to establish an empirical basis for the creation of instructional and non-instructional products and tools and new or enhanced models that govern their development.” (Richey & Klein, 2007 , p.17). It aims to develop and validate instructional design principles to provide generalized conclusion for enhancing teachers’ pedagogical strategies for using ICT in developing countries. The research process spans three phases: (1) construction of initial instructional design principles based on field research and literature review, (2) internal validation through expert review (conducted three times), and (3) usability test with secondary school teachers (Table  2 ).

Construction of initial instructional design principles

To develop the first version of the instructional design principles, the researchers first gathered opinions of secondary school teachers and teacher trainers in Bangladesh and conducted classroom observations where ICT is currently used. Since teachers are the primary implementers of ICT integration in education at the school level, and teacher trainers frequently communicate with teachers on how to use ICT in education, these two groups were crucial interviewees for constructing the initial version of the instructional design principles. During the eight weeks of field research from September 30th to November 20th in 2019, therefore, in-depth interviews were conducted with secondary school teachers who are currently utilizing ICT resource in their classes, and teacher educators in charge of the course on ICT in teacher training institutes. Tables 3 , 4 show the list of interviewees. The researchers also reviewed previous research to examine issues regarding ICT integration in education in Bangladesh and other developing countries in order to address existing challenges.

Internal validation with expert review

After determining the initial instructional design principles based on literature review and field research, internal validation was conducted three times to refine the initial principles. The internal validation test aimed to test the validity of the components, principles, and specific guidelines in the initial instructional design principles and revise them based on feedback from experts.

The internal validation was conducted using both in-depth interviews and the four-point scale validity questionnaire. Thirteen experts participated in the internal validation process as shown in Table  5 . For the in-depth interview, the researchers asked interviewees on the following aspects of the design principles: appropriate reflection of the context of Bangladesh, logical organization of the principles, appropriate terminology, and appropriate method for developing the principles. As for the questionnaire, quantitative data of expert ratings was analyzed with Content Validity Index (CVI) and Inter-Rater Agreement (IRA). CVI is calculated by the number of experts who gave positive ratings on an item (three or four), dividing that number by the total number of experts, resulting in the proportion of experts who deemed the item valid (Rubio et al., 2003 ). It is recommended that CVI be higher than 0.80 (Davis, 1992 ). IRA is assessed to determine the extent to which the experts are reliable in their ratings (Rubio et al., 2003 ). In other words, if IRA is higher than 0.80, the expert opinions are in general agreement, and therefore the ratings are reliable (Lynn, 1986 ). IRA is calculated by the number of items with CVI higher than 0.80, divided by the total number of items (Rubio et al., 2003 ).

Usability test with secondary school teachers

The purpose of the usability test is to confirm the practical applicability of the instructional design principles at school level with teachers who will be the actual users of these principles. In this study, the usability test was conducted with a qualitative method, using the in-depth interview with secondary school teachers via ZOOM Footnote 3 because reflecting the critical voice from the teachers in Bangladesh is the most important part to finalize the principles. Four secondary school teachers who have been using ICT in their classes for more than five years participated in the usability test.

The interview questions were divided into part I for “principles related to teachers’ preparation for using ICT” and part II for “principles related to teaching and learning activities using ICT.” Through the interview for the usability test, strength, weakness, and improvement of the refined principles were identified by asking about the usability of the principles in the actual classroom in Bangladesh. Also, distinctive factors were figured out which should be significantly considered when developing the instructional design principles in the context of developing countries.

Although the usability test was conducted only with English subject teachers to enable direct communication with the researchers, the usability test did not focus on the specific subject context since the principles and specific guidelines in this research were developed for all subject teachers in Bangladesh Footnote 4 (Table  6 ).

Research Findings

The research findings address two research questions. To address the first question-“what are the optimal instructional design principles for using ICT in secondary education in the context of Bangladesh?”- the study presented the development process, describing the elaboration of these principles from the initial version of principles to the final version. Additionally, in response to the second question-"what factors should be considered when developing instructional design principles for ICT integration in the context of developing countries?"- this research underscored two distinct factors crucial for developing instructional design principles in developing countries.

Development process of instructional design principles

Initial instructional design principles.

Considering the context of secondary schools in Bangladesh where ICT resources are minimal, developing precise and contextually valid instructional design principles was the main concern at the initial stage of research. The initial instructional design principles were constructed by analyzing the results of interviews and class observations during the field study in Bangladesh and literature review according to the following steps: (1) the variables that needed to be considered for ICT integration in the context of Bangladesh were derived under each component, and then similar variables were integrated and re-stated to complete one specific guideline; (2) 2–3 specific guidelines were combined into the one principle based on its commonality, and developed the instructional principles covering the common contents of the specific guideline. Lastly (3) the wordings of principles and specific guidelines were elaborated on to make them more clearly understandable.

Throughout the process described above, the first version of the instructional design principle for using ICT in the context of Bangladesh was developed, including 25 specific guidelines, 12 principles, and six components in total (see Table  7 ).

Result of internal validation tests

Through three sets of internal validation tests, the initial principles were revised and elaborated for improvement. As shown in Table  8 , the results from the first internal validation test yielded relatively high scores (CVI = 0.97, IRA = 0.92), indicating the initial instructional design principles were valid and experts’ ratings were reliable. However, the experts also provided feedback for further improvement, primarily suggesting the need to “consider the real context of Bangladesh,” since most participants in the first validity test were education experts from Bangladesh such as teacher trainers and school teachers. Consequently, the principles were renamed, reorganized, and modified to better align with the current context of the Bangladeshi education system.

In the second internal validation test, the score decreased, especially on IRA. This can be attributed to the participation of experts in educational technology from South Korea, introducing differing viewpoint compared to the first validation. Based on the results of the second validation test, principles and specific guidelines were once again renamed, reorganized, and modified. Subsequently, during the third internal validation test, the scores met the recommended standard (Average of CVI = 0.91, IRA = 0.92).

Result of usability test

The refined instructional design principles from the three internal validation tests was evaluated on its operational validity with the usability test conducted through in-depth interviews. During the usability test interviews with four teachers, they specifically described how the instructional design principles may or may not work in their classrooms. In general, the teachers commented that the principles would assist teachers in their lesson planning to consider how and when they may apply the ICT resources. The strengths of the refined principles were identified as: “confirming the available resources”, “building a learning community with expert teachers”, “linking the ICT materials to learning outcomes", “use of various resources and activities relevant to the curriculum”, “sharing digital materials with students” .

First of all, “confirming the available resources” was recognized by teachers as the most important and applicable principle in their classes because of the lack of ICT infrastructure in many Bangladeshi schools. Therefore, teachers should always check the availability of electricity and internet connection before starting the class even if they have thoroughly prepared the ICT content. Also, the classroom setting such as the large number of students needs to be considered when confirming resource availability. Teacher A mentioned that teachers should find the most appropriate ICT content “to handle the large number of students."

I arrange a clear sound system, and I always be careful about picture quality so that all the students can understand about the topic and can realize that what I want to teach them. […] Picture quality and sound system are very much important here. (Teacher A during the usability test interview on Feb 26 th , 2021)

Second, “building a learning community with expert teachers” could be the principle that reflects the context of Bangladesh. Having a teacher community is an essential component of teacher development. In Bangladesh, there are many teachers who become teacher trainers to encourage their colleagues to use ICT and train them on effective integration of technology in their classroom activities. These teachers try to share their knowledge of ICT by voluntarily organizing ICT forums for their colleagues in their community. While the teacher training programs focus only on basic computer training and technical knowledge within a limited time, learning communities led by expert teachers can provide more flexible teacher training even in the form of individual meetings. Teacher D in a usability test interview mentioned how she plays a role as an ICT ambassador:

I taught (my colleagues) so many times. Sometimes I stand all the time with him or her to cooperate to run the (online) class, how to change the slide, how to start video, how to browse on that moment… (When I don’t have my class) […] in my area, where my school is situated, it is really going on. Because in my neighboring schools, there are also 2 -3 teachers who are capable to run the technology, and they help other teachers. (Teacher D during the usability test interview on Feb 24 th , 2021)

Third, the principle of “linking the ICT materials to learning outcomes” can prevent teachers from excessively using ICT materials. In Bangladesh, ICT-related education policy is relatively new, so it has focused on increasing the number of ICT-supported classrooms in the schools. Nevertheless, teachers during the usability test interviews insisted that “linking the ICT materials to learning outcomes” must be applied when teachers prepare to ICT resources at school level.

That is the thing you need to think about using ICT. What is your educational goal to use that ICT materials, what is the (reason) for using that technology for your education. […] if I find that using ICT materials will not bring the learning outcome, I will try to use other tools also. […] It needs to be linked to my learning outcome from my students. It should be prepared first. So yes, I will use ICT as far as I need to bring out my learning outcomes. (Teacher B during the usability test interview on Feb 27 th , 2021)

Fourth, the principle, “use of various resources and activities relevant to the curriculum” should also be considered when integrating ICT. During the usability test, teachers agreed that they should use various resources such as open educational resources (OER), which are accessible to all on the internet. OER is very important for teachers in Bangladesh where there is lack of digital learning resources while more classrooms are gaining access to ICT.

I suggest to my colleague to use, of course teachers’ portal, or YouTube or 10 Minutes School, Footnote 5 Khan Academy, any types of educational sites to make his class effective and fruitful for their students. Because our main motto is to improve our students’ positions. So, to achieve our educational objective here, I always suggest my (colleague) teachers to use different website for the betterment of their presentation. (Teacher D during the usability test interview on Feb 24 th , 2021)

Lastly, the principle of “sharing digital materials with students” can facilitate student participation in their learning as they use the ICT device. By providing the opportunity for students to use ICT resources for their learning before and after class, students can prepare for the class as well as become an active user of digital tools. Currently, Bangladeshi teachers are using various ways to connect to the students outside the classroom via Facebook, the school website, and WhatsApp. In this way, teachers can connect with the students even after class, and students can also more actively participate in the ICT-supported class.

In my case, most of the time I use the Google Classroom, I just put the extra materials on there, so that when they come to the class, they have their own materials. […] but not all the students have internet connection or facility, so for those students, I provide them (the materials) in the class. […] I use all the device so that I can reach to everyone. (Teacher C during the usability test interview on Mar 7 th , 2021)

Final instructional design principles

Based on the results of the usability test, the final version of instructional design principles for using ICT were composed with five components, ten principles, and 22 specific guidelines. In accordance with the purpose of this research, the final principles reflect the current challenges of Bangladesh and are expected to assist teachers to prepare and conduct their class using ICT resources in this resource-limited environment. In particular, as Bangladesh currently lacks ICT-trained teachers, the final set of principles precisely describe the teacher preparation steps to help them recognize what they should prepare. The final version of principles also emphasizes student participation. Although students’ active participation using ICT content in Bangladesh is limited due to the lack of digital device, the principles suggest that ICT resources should increase student participation, rather than prolonging teacher-centered instructions (Table  9 ).

Factors to be considered for developing instructional design principles in developing countries

During the process of developing the instructional design principles for using ICT in education, the researchers identified the following crucial factors for formulating these principles, particularly within resource-limited learning environments such as Bangladesh.

First, it is important to note that the development and application of instructional design principles in developing countries are closely intertwined to teachers’ readiness, which eventually lead to a necessary transformation in teachers’ professional development system. Within this context, the instructional design principles necessitate the ability to "[confirm] the available resource," “[link] ICT materials to learning outcome,” “[use] various resources and activities relevant to the curriculum,” “[build] a learning community with expert teachers.” These principles, which are significant factors in enhancing teachers’ readiness, collectively termed as the ‘C.L.U.B’, named after the first letter of each principle. Among the ‘C.L.U.B’ principles “building a learning community” was emerged as the most applicable and crucial principle within the current education system in Bangladesh. The role of the teacher possessing ICT expertise is vital in sharing pedagogical knowledge on the effective use of technology and motivating other teachers. This holds particular significance in the Bangladeshi context, where opportunities for teachers’ professional development are limited.

Second, the principle 10 “Provision of opportunity for students to use ICT materials” suggests that integrating ICT in education should encompass student usage of ICT for their learning. The current ICT in Education Policy by the GOB predominantly adopts a teacher-centered approach, providing teacher training solely for utilization of word processors, PowerPoint presentations or an internet browser. However, the expected educational impact will be difficult to achieve if the policy continues to confine the use of technology solely to teachers. Despite existing constraints on students’ use of digital devices during the class, the principles such as "responsive pedagogy with ICT" and "provision of opportunity for students to use ICT materials" were identified as essential factors for teachers to consider when conducting class with limited ICT resources.

While ICT has been introduced to enhance education quality in many developing countries, numerous ICT-supported classes still rely on one-way lectures using PowerPoint slides, and do not apply student-centered pedagogical approaches. Hence, instructional design principles for developing countries should emphasize that ICT materials should be used by students as well as teachers and should explore various ways to facilitate student usage of ICT inside and outside the classroom.

In the context of developing countries, the integration of ICT in education no longer simply involves the use of computers, the internet, or PowerPoint presentation in traditional classroom. Instead, "digital inclusion" in education should be redefined as a method for enhancing each teacher’s capacity to systematically prepare the class using digital content. However, a critical obstacle to ICT integration in education in developing countries has been the provision of expensive equipment to schools without sufficient support for teachers’ professional development, national ICT-in-education policies, or community involvement (Hawkins, 2002 ). Furthermore, in resource-limited countries such as Bangladesh, the opportunity of receiving ICT teacher training is not equally given to all teachers.

Given these circumstances, this research emphasizes the necessity for more practical and applicable guidelines to assist teachers in integrating ICT into their classrooms. The ten instructional design principles and 22 specific guidelines developed in this study are intended to help teachers selectively use ICT as educational tools. These guidelines can offer insights into the necessary preparation and lesson activities when utilizing ICT. While the discussion of the instructional design principle may be less familiar in the field of international education development, it is considered a crucial aspect that teacher’s professional development programs should take into account for the successful integration of ICT in education. In this regard, this research is expected to add practical discourse on ICT in education within developing countries by providing instructional strategies which did not exist before in the discussion on ICT in education in developing countries.

For the government of Bangladesh to realize "student-centered learning" by integrating ICT at the secondary level of education, addressing "how to effectively use ICT resources and improve teaching effects” should be a topic worth discussing for educational development in Bangladesh. Therefore, a systematic instructional design principle, developed through the analysis of requirements and needs for ICT-integrated classrooms in developing countries, can assist teachers in integrating relevant technology into teaching to enhance teaching effects.

While the educational environment in developing countries is too diverse to establish a single standard instructional design principle, specific guidelines and methods for integrating ICT in education should be discussed more based on the analysis of challenges and obstacles in a specific educational setting. This process will eventually provide more opportunities for teachers to learn the role of digital tools for developing education quality, not a mandatory use of simple technology with teacher-led learning.

The primary purpose of this research was to develop optimal instructional design principles for using ICT and assess their validity in secondary schools in Bangladesh. Employing the “design and development research” method, this research developed the instructional design principles and specific guidelines by investigating factors affecting teachers’ use of ICT such as the learning environment, instructional culture, teachers’ professional development system.

As a result, the research delineates the development process from the initial version to the final instructional design principles through literature review, internal validation, and the usability test. The final principles comprise five components, 10 principles, and 22 specific guidelines. Principles 1 to 5 address the “teachers’ preparation for planning the class with ICT," while principles 6 to 10 are related to the “teaching and learning activities with ICT.” Furthermore, the research identified two crucial factors for developing instructional design principles in developing countries: the role of ICT expert teachers and students’ participation in utilizing ICT for learning.

Throughout the research, it has underscored the importance of teachers’ understanding of the instructional design principles and the applicability of each specific guideline within their classroom context. Although research employing the design and development research method in developing country contexts remains limited, there is a growing recognition of the need for pedagogical enhancements in integrating ICT in education. Therefore, the instructional design principles in this research are expected to offer valuable insights for those seeking pedagogical improvements through ICT in integration in developing countries. For future research, it is essential to continue exploring instructional design principles tailored to various educational levels and subjects. Also, the instructional design strategy should encompass not only basic ICT tools but also advanced EdTech tools such as Artificial Intelligence (AI). This will help in developing prescriptive instructional strategies suitable for the educational contexts of developing country.

The definition of ‘ICT in education’ in this research generally refers to the integration of ICT materials such as computers, online learning resources, Internet, multimedia projects into the classroom with the aim of enhancing the quality of instruction.

In this context, ‘Digital contents’ refer to PowerPoint Presentations comprising text, images, and animations intended for a clearer explanation of the textbook contents.

Due to COVID-19, schools in Bangladesh closed from March 2020 to March 2021. The usability test was conducted during this span of time.

Although the data in this research was collected in 2021, the researchers believe that the results of the usability test can still provide practical insight on how to utilize ICT in the context of developing countries.

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Hwang, Y., Lim, C. Development of instructional design principles for using ICT in resource-limited learning environments: a case of Bangladesh. Asia Pacific Educ. Rev. (2024). https://doi.org/10.1007/s12564-024-09996-9

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Received : 09 August 2023

Revised : 28 June 2024

Accepted : 08 August 2024

Published : 28 September 2024

DOI : https://doi.org/10.1007/s12564-024-09996-9

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