literature review synthesis matrix

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Get Organized

• Lit Review Prep Use this template to help you evaluate your sources, create article summaries for an annotated bibliography, and a synthesis matrix for your lit review outline.

Synthesize your Information

Synthesize: combine separate elements to form a whole.

Synthesis Matrix

A synthesis matrix helps you record the main points of each source and document how sources relate to each other.

After summarizing and evaluating your sources, arrange them in a matrix or use a citation manager to help you see how they relate to each other and apply to each of your themes or variables.  

By arranging your sources by theme or variable, you can see how your sources relate to each other, and can start thinking about how you weave them together to create a narrative.

• Step-by-Step Approach
• Example Matrix from NSCU
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Literature Review: A Self-Guided Tutorial

Using a synthesis matrix.

• Literature Reviews: A Recap
• Peer Review
• Reading the Literature
• Using Concept Maps
• Developing Research Questions
• Considering Strong Opinions
• 2. Review discipline styles
• Super Searching
• Finding the Full Text
• Citation Searching This link opens in a new window
• When to stop searching
• Citation Management
• Annotating Articles Tip
• 5. Critically analyze and evaluate
• How to Review the Literature
• 7. Write literature review

A synthesis matrix visually represents your research by organizing your sources by themes:

• Sample Synthesis Matrix Example provided by Ashford University Writing Center .
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Literature Review: A Self-Guided Tutorial for NUR 288

• Literature Reviews: A Recap
• Peer-Review
• Reading the Literature
• Developing Research Questions
• 2. Review discipline styles
• Super Searching
• Finding the Full Text
• Citation Searching
• Evaluating online information
• When to stop searching
• How to cite your sources following APA
• In-Text Citations
• Keeping track of your references
• Annotating Articles Tip
• 5. Critically analyze and evaluate
• How to review the literature

Using a synthesis matrix

• 7. Write literature review

Synthesize : combine separate elements to form a whole.

Why use a synthesis matrix? 

• A synthesis matrix helps you record the main points of each source and document how sources relate to each other.
• After summarizing and evaluating your sources, arrange them in a matrix or use a citation manager to help you see how they relate to each other and apply to each of your themes or variables.  
• By arranging your sources by theme or variable, you can see how your sources relate to each other, and can start thinking about how you weave them together to create a narrative.

A synthesis matrix visually represents your research by organizing your sources by themes:

Add each article citation to the Source column and begin to identify the theme(s) from the article. 

Use the Excel template below to help you evaluate your sources, create article summaries for an annotated bibliography, and a synthesis matrix for your lit review outline. From John Hopkins Sheridan Libraries.  

NOTE : There are several tabs at the bottom of the Excel spreadsheet to help guide you with this method.

• Literature Review Prep - with Synthesis Matrix
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How I Made My Life Easier By Using A Synthesis Matrix

By Abbie, a Writing Center Coach

I’ve always enjoyed writing and thought myself quite good at it before getting to college. Of course, a lot of the writing you do then is for English class, reading one book and writing about it; you still have to work at figuring out your focus and how to support it, but the “research” aspect is limited. Stepping outside of a traditional English paper is another step, one that I was hit with when I first started college and had to write for other subjects.

To me, a research paper is one of the most daunting assignments I’ve ever received. Suddenly, I needed to look at more than just a single work of fiction. There are often semester-long steps to picking a question, finding sources, evaluating them, and synthesizing them. It’s easy for me to want to push those tasks until later or cherrypick evidence to support an easier answer. But that doesn’t result in the best research paper possible, and I might not even learn much along the way.

One of my favorite strategies for writing research papers is creating a synthesis matrix, which is essentially creating a research worksheet to fill out. They can look different depending on what I’m working on, but their main purpose is for taking research notes and seeing relationships across large numbers of sources and information categories. I’ve used both Microsoft Excel and Google Sheets to create synthesis matrices in the past.

The first time I ever created a synthesis matrix was for ENGL 402 , which I took to apply to work at the Writing Center. The assignment was a literature review where I had to pick any topic related to writing and explore what the literature said about it. I had no idea where to start, but this method helped me land on and deeply explore my topic.

While working on my literature review, I divided my synthesis matrix process into five steps: topic selection, source selection, matrix setup, reading and categorization, and usage of the matrix itself.

Step 1: Topic Selection

First, I decided to freewrite some topic ideas, a strategy I got from the Writing Center’s Brainstorming handout . I set a timer for 5 minutes and listed out every topic related to writing that came to mind. I came up with multiple ideas, but the one I chose was about writing motivation. As someone who has always loved writing, I wanted to explore people writing solely for a grade rather than because of genuine passion and interest in the topic. This helped me come up with keywords (writing, grades, motivation, rubrics) that I could then use in my initial research step when searching for sources.

Step 2: Source Selection

Once I had my keywords, I turned to the UNC Libraries website. I always begin with the “E-Research by Discipline” tool, which allows me to select databases of academic articles that are more likely to be related to my topic. For my initial ideas about writing motivation, I went to a database under the “English” discipline. The “Articles+” on the library site has more search filters under “Advanced Search” that I used to get more specific search results.

Through this research process, I landed on a topic: utility-value in writing . Using this topic to form my new keywords, I found multiple sources related to writing, learning, real world applications of course material, and connections between class content. One issue I ran into was that a lot of sources were about multilingual learners, while I just wanted to focus on general college writing (rather than language learning). Thankfully, I was able to use Boolean search logic to filter out language learning sources.

Step 3: Setting up the Matrices

Before looking through the sources I had gathered, I set up a Microsoft Excel sheet for note taking. This would become my synthesis matrix — all of my sources, along with the author, date, and citation, were listed in the left columns. The rest of the columns were broken into categories of information I thought I might use. The first few columns make it easy for me to find important information needed for parenthetical citations and references, as well as to remember the specific focus of a source. I was mostly using empirical studies, though other source types could have different categories, like a synopsis of a book from which a chapter had been pulled. I ended up with two separate sections of my sheet: one for sources related to utility value writing and another for sources related to Writing-To-Learn ( a learning pedagogy with some similarities).

With my matrix set up, I felt much better about my ability to take good notes on my sources rather than trying to tackle them with a blank document.

Step 4: Reading & Note-taking

Once I started reading, using the matrix felt like I had given myself a checklist of sources to get through along with boxes to fill in for each one. Because of this, I was able to get through my sources much more quickly, feeling a sense of accomplishment as I could see how much I had done. I also was already beginning to organize my notes because of the matrix setup. It initially seemed like a much more time-consuming method, but the organizational element was a huge time-saver when it came to actually putting my paper together. I was much more familiar with my evidence by the time it came to outline, so I didn’t have to dig through my notes as much to figure out what to say or where to say it.

As I read through my sources, I took notes in the matrix by copy and pasting quotes from my sources as well as paraphrasing information. I always made sure to add page numbers so I could easily go back and find where I got my information. Along the way, my categories molded to what I was reading. It was important for me to not only search for what I was originally looking for but reflect what was actually being discussed in my sources.

Step 5: Using the Matrix 

Once I had filled in the entire Excel sheet, I could see which sources overlapped where, compare and contrast what they said, and see areas of agreement and disagreement. My next step was to use this information to organize my paper. I decided to color-code the boxes based on where I thought they might fit; while this ended up largely following the column categories, there were a few that fit somewhere else, and the visual strategy helped remind me to include everything where I wanted it.

The last step was writing the actual paper. I found it to be a much easier and faster process with my synthesis matrix having already organized everything, and was able to sit down and write an entire 10 pages over just a couple days. I ended up satisfied with what I had written, and I know it would have been much harder without the synthesis matrix.

Reflections

If I were to go back and work on this matrix again, I might work on paraphrasing more than just pasting direct quotes in. While it was easier to just paste the original wording, I ended up having to work a lot on paraphrasing and evaluating my sources’ information when I was actually writing the paper. I think using more paraphrasing relative to quoting when I was filling in the matrix would have gotten me to try to better understand what I was reading when I was reading it, and probably would have saved some space since I ended up with a lot of blocks of long quotes. I also had a column for figures and diagrams that I didn’t fill in much and didn’t end up using what I had filled in at all, so I might reevaluate what forms of information I’m predominantly paying attention to in sources and whether other forms might add something of value to my paper, perhaps by listing out information I get without even looking at the main text.

I highly recommend trying this strategy out on your next research paper or literature review! I learned it from Dr. Gigi Taylor in ENGL 402, a class where you can try using this strategy and learn more about yourself and your writing style. I am very grateful to have found a method that works so well with my approach to writing, and I hope that it helps you as well.

This blog showcases the perspectives of UNC Chapel Hill community members learning and writing online. If you want to talk to a Writing and Learning Center coach about implementing strategies described in the blog, make an appointment with a writing coach , a peer tutor , or an academic coach today. Have an idea for a blog post about how you are learning and writing remotely? Contact us here .

How to Write a Literature Review - A Self-Guided Tutorial

• Literature Reviews: A Recap
• Reading Journal Articles
• Does it describe a Literature Review?
• 1. Identify the question
• 2. Review discipline styles
• Searching article databases - video
• Finding the article full-text
• Citation trails
• When to stop searching
• Citation Managers
• 5. Critically analyze and evaluate
• 6. Synthesize
• 7. Write literature review
• Additional Resources

You can meet with a librarian to talk about your literature review, or other library-related topics.

You can sort the literature in various ways, for example:

Synthesis Vizualization

Four examples of student writing.

In the four examples below, only ONE shows a good example of synthesis: the fourth column, or  Student D . For a web accessible version, click the link below the image.

Long description of "Four Examples of Student Writing" for web accessibility

• Download a copy of the "Four Examples of Student Writing" chart

Synthesis Matrix Example

From Jennifer Lim

Synthesis Templates

Synthesis grids are organizational tools used to record the main concepts of your sources and can help you make connections about how your sources relate to one another.

• Source Template Basic Literature Review Source Template from Walden University Writing Center to help record the main findings and concepts from different articles.
• Sample Literature Review Grids This spreadsheet contains multiple tabs with different grid templates. Download or create your own copy to begin recording notes.
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Common Assignments: Literature Review Matrix

Literature review matrix.

As you read and evaluate your literature there are several different ways to organize your research. Courtesy of Dr. Gary Burkholder in the School of Psychology, these sample matrices are one option to help organize your articles. These documents allow you to compile details about your sources, such as the foundational theories, methodologies, and conclusions; begin to note similarities among the authors; and retrieve citation information for easy insertion within a document.

You can review the sample matrixes to see a completed form or download the blank matrix for your own use.

• Literature Review Matrix 1 This PDF file provides a sample literature review matrix.
• Literature Review Matrix 2 This PDF file provides a sample literature review matrix.
• Literature Review Matrix Template (Word)
• Literature Review Matrix Template (Excel)

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Literature Reviews

• 5. Synthesize your findings
• Getting started
• Types of reviews
• 1. Define your research question
• 2. Plan your search
• 3. Search the literature
• 4. Organize your results

How to synthesize

Approaches to synthesis.

• 6. Write the review
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In the synthesis step of a literature review, researchers analyze and integrate information from selected sources to identify patterns and themes. This involves critically evaluating findings, recognizing commonalities, and constructing a cohesive narrative that contributes to the understanding of the research topic.

Here are some examples of how to approach synthesizing the literature:

💡 By themes or concepts

🕘 Historically or chronologically

📊 By methodology

These organizational approaches can also be used when writing your review. It can be beneficial to begin organizing your references by these approaches in your citation manager by using folders, groups, or collections.

Create a synthesis matrix

A synthesis matrix allows you to visually organize your literature.

Topic: ______________________________________________

Topic: Chemical exposure to workers in nail salons

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How to Write a Literature Review

• 6. Synthesize
• Literature Reviews: A Recap
• Reading Journal Articles
• Does it Describe a Literature Review?
• 1. Identify the Question
• 2. Review Discipline Styles
• Searching Article Databases
• Finding Full-Text of an Article
• Citation Chaining
• When to Stop Searching
• 4. Manage Your References
• 5. Critically Analyze and Evaluate

Synthesis Visualization

Synthesis matrix example.

• 7. Write a Literature Review

• Synthesis Worksheet

About Synthesis

Approaches to synthesis.

You can sort the literature in various ways, for example:

How to Begin?

Read your sources carefully and find the main idea(s) of each source

Look for similarities in your sources – which sources are talking about the same main ideas? (for example, sources that discuss the historical background on your topic)

Use the worksheet (above) or synthesis matrix (below) to get organized

This work can be messy. Don't worry if you have to go through a few iterations of the worksheet or matrix as you work on your lit review!

Four Examples of Student Writing

In the four examples below, only ONE shows a good example of synthesis: the fourth column, or  Student D . For a web accessible version, click the link below the image.

Long description of "Four Examples of Student Writing" for web accessibility

• Download a copy of the "Four Examples of Student Writing" chart

Click on the example to view the pdf.

From Jennifer Lim

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Write a Literature Review

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Get Organized

• Lit Review Prep Use this template to help you evaluate your sources, create article summaries for an annotated bibliography, and a synthesis matrix for your lit review outline.

Synthesize your Information

Synthesize: combine separate elements to form a whole.

Synthesis Matrix

A synthesis matrix helps you record the main points of each source and document how sources relate to each other.  After summarizing and evaluating your sources, arrange them in a matrix to help you see how they relate to each other, and apply to each of your themes or variables.  By arranging your sources in a matrix by theme or variable, you can see how your sources relate to each other, and can start thinking about how you weave them together to create a narrative.

• Step-by-Step Approach
• Example Matrix from NSCU
• Matrix Template
• << Previous: Summarize
• Next: Integrate >>
• Last Updated: Oct 11, 2023 12:20 PM
• URL: https://libraryguides.goucher.edu/literature-review

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Introduction to Social Work Research

Writing a literature review.

• Background Information
• Peer Review & Evaluation
• Article Comparison
• Creating an Outline

It is important to critically think about all of the sources you've read, both background information and scholarly journal articles, and synthesize that information into new conclusions that are unique to you. A synthesis requires critical thinking about the articles, determining where themes align, what they're saying that lines up, and what they're saying that might conflict with each other. What conclusions do these conflicts cause you to draw?

This page discusses how to synthesize information from your sources.

• Literature Review: Synthesizing Multiple Sources from IUPUI's University Writing Center Walks through the process of creating a synthesis matrix.

Summarizing vs. Synthesizing

While a summary is a way of concisely relating important themes and elements from a larger work or works in a condensed form, a synthesis takes the information from a variety of works and combines them together to create something new.

Synthesis :

"Synthesis is similar to putting a puzzle together—piecing together information to create a whole. The outcome of this synthesis might be numeric, such as in an overall rating perhaps best typified in a quantitative weight and sum strategy, or through the use of meta-analysis, or the synthesis might be textual, such as in an analytic conclusion."

Synthesis. (2005). In Mathison, S. (Ed.),  Encyclopedia of evaluation . Thousand Oaks, CA: Sage Publications, Inc. doi: 10.4135/9781412950558

• Approaches to Reviewing Research in Education from Sage Knowledge

How to Synthesize

Basic steps for synthesizing information:

• Highlight the main themes/ideas of each article
• Note which themes and ideas appear across multiple articles
• Discuss how each article deals similarly or differently with each theme
• Discuss how combining the information from all three articles can better address your research question than a single article alone
• Write your deductions from combining this information in your own words using all three articles

Summary of 1 article:

By analyzing monthly cost data of 9 drugs that were approved by the FDA for Multiple Sclerosis from 1993 to 2013, Hartung, et al. determined that the cost of MS drugs is increasing far beyond inflation rates, which has a negative effect on MS patients (2015).

Summary of 2 articles:

The cost of MS drugs is increasing far beyond inflation rates, which has a negative effect on MS patients (Hartung, et al., 2015). For low income MS patients, like Shereese Hickson, this cost has proven to be more than they can pay (Hancock, 2018).

Synthesis of 2 articles:

The cost of MS drugs is increasing far beyond inflation rates, which has a negative effect on MS patients (Hartung, et al., 2015). The personal experience of Shereese Hickson shows what that negative impact looks like (Hancock, 2018). This illustrates how vulnerable populations, like low-income MS patients, can be at greater risk of experiencing the negative impacts of rising drug costs.

Hartung, D. M., Bourdette, D. N., Ahmed, S. M., & Whitham, R. H. (2015). The cost of multiple sclerosis drugs in the US and the pharmaceutical industry: Too big to fail? Neurology, 84 (21), 2185-2192. doi:10.1212/WNL.0000000000001608

Hancock, J. (2018). Chronically Ill, Traumatically Billed: $123,019 For 2 Multiple Sclerosis Treatments.  Kaiser Health News . Retrieved from  https://khn.org/news/chronically-ill-traumatically-billed-the-123k-medicine-for-ms/

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Writing a Literature Review: Organize, Synthesize, Evaluate

• Literature Review Process
• Literature Search
• Record your Search
• Organize, Synthesize, Evaluate
• Getting help

Table of Contents

On this page you will find:

Organizing Literature and Notes

How to scan an article.

• Reading for Comprehension
• Synthesis Matrix Information

Steps to take in organizing your literature and notes:

• Find common themes and organize the works into categories.
• Develop a subject level outline with studies you’ve found
• Expand or limit your search based on the information you found.
• How the works in each category relate to each other
• How the categories relate to each other and to your overall theme.

Available tools:

• Synthesis Matrix The "synthesis matrix" is an approach to organizing, monitoring, and documenting your search activities.
• Concept Mapping Concept Maps are graphic representations of topics, ideas, and their relationships. They allow users to group information in related modules so that the connections between and among the modules become more readily apparent than they might from an examination of a list. It can be done on paper or using specific software.
• Mind Mapping A mind map is a visual representation of hierarchical information that includes a central idea surrounded by connected branches of associated topics.
• NVIVO NVIVO is a qualitative data analysis software that can be applied for engineering literature review.

Synthesis Matrix

• Writing A Literature Review and Using a Synthesis Matrix Writing Center, Florida International University
• The Matrix Method of Literature Reviews Article from Health Promotion Practice journal.

Sample synthesis matrix

Synthesis matrix video

Skim the article to get the “big picture” for relevancy to your topic. You don’t have to understand every single idea in a text the first time you read it.

• Where was the paper published?
• What kind of journal it is? Is the journal peer-reviewed?
• Can you tell what the paper is about?
• Where are they from?
• What are the sections of the article?
• Are these clearly defined?  
• Can you figure out the purpose of the study, methodology, results and conclusion?
• Mentally review what you know about the topic
• Do you know enough to be able to understand the paper? If not, first read about the unfamiliar concepts  
• What is the overall context?
• Is the problem clearly stated?
• What does the paper bring new?
• Did it miss any previous major studies?
• Identify all the author’s assumptions.  
• Analyze the visuals for yourself and try to understand each of them. Make notes on what you understand. Write questions of what you do not understand. Make a guess about what materials/methods you expect to see. Do your own data interpretation and check them against the conclusions.  
• Do you agree with the author’s opinion?
• As you read, write down terms, techniques, unfamiliar concepts and look them up  
• Save retrieved sources to a reference manager

Read for Comprehension and Take Notes

Read for comprehension

• After first evaluation of sources, critically read the selected sources. Your goal is to determine how much of it to accept, determine its value, and decide whether you plan to include it in your literature review.
• Read the whole article, section by section but not necessarily in order and make sure you understand:

Introduction : What is known about the research and what is still unknown. Methods : What was measured? How was measured? Were the measurement appropriate? Did they offer sufficient evidence? Results : What is the main finding? Were there enough data presented? Were there problems not addressed? Discussions : Are these conclusions appropriate? Are there other factors that might have influenced? What does it need to be done to answer remaining questions?

• Find answers to your question from first step
• Formulate new questions and try to answer them
• Can you find any discrepancies? What would you have done differently?
• Re-read the whole article or just sections as many times you feel you need to
• When you believe that you have understood the article, write a summary in your own words (Make sure that there is nothing left that you cannot understand)

As you read, take (extensive) notes. Create your own system to take notes but be consistent. Remember that notes can be taken within the citation management tool.

What to write in your notes:

• identify key topic, methodology, key terms
• identify emphases, strengths, weaknesses, gaps (if any)
• determine relationships to other studies
• identify the relationship to your research topic
• new questions you have  
• suggestions for new directions, new sources to read
• everything else that seems relevant
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Module 4: Strategic Reading

Organize your Readings with a Literature Review Matrix

The next step after reading and evaluating your sources is to organize them in a way that will help you start the writing process.

Review Matrix

One way to organize your literature is with a review matrix. The review matrix is a chart that sorts and categorizes the different arguments presented per topic or issue. Using a matrix enables you to quickly compare and contrast your sources in order to determine the scope of research across time. This will allow you  to spot similarities and differences between sources. It is particularly useful in the synthesis and analysis stages of a review (See Module 1 Conducting a Literature Review with the SALSA Framework ).

Example of a Review Matrix

My research question:

How can we use machine learning to analyze social media data related to HIV?

Writing a Literature Review Modified from The WI+RE Team,  UCLA. Creative Commons CC-BY-NA-SA

Create a Review Matrix

Start with a charting tool you are most familiar with (for example MS Word, MS Excel, Google Sheets, Numbers etc).

• Organize your sources from oldest to most recent. This way you can see how the research on your topic has changed over time.
• First Column: citation (i.e., author, title, source, publication year)
• Second Column: purpose or summary (1-2 sentences)
• methodology
• intervention

Key Takeaways

Here are some examples of different review matrices and templates:

• Evidence Synthesis Matrix Template, Jane Schmidt, Toronto Metropolitan University (Google Sheets)
• The Matrix Method for Literature Reviews, Brandeis University, Writing Resources.
• Literature Review Synthesis Matrix , Concordia University (MS Word)
• Write a Literature Review: Synthesize . Johns Hopkins University, Sheridan Libraries

Advanced Research Skills: Conducting Literature and Systematic Reviews (2nd Edition) Copyright © 2021 by Kelly Dermody; Cecile Farnum; Daniel Jakubek; Jo-Anne Petropoulos; Jane Schmidt; and Reece Steinberg is licensed under a Creative Commons Attribution 4.0 International License , except where otherwise noted.

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Matrix Method for Literature Review

• Introduction
• Organize Your Sources
• Choose Your Remaining Column Topics
• More Information
• Sample Matrix and Templates
• Related Library Guides
• Getting Help

The Review Matrix   

Using a review matrix enables you to quickly compare and contrast articles in order to determine the scope of research across time. A review matrix can help you more easily spot differences and similarities between journal articles about a given research topic. Review matrices are especially helpful for health sciences literature reviews covering the complete scope of a research topic over time.

This guide focuses on the review matrix step in the literature review process. For more information on searching databases, see the Health Sciences Literature Searching Guide.

• Next: Organize Your Sources >>
• Last Updated: Feb 20, 2024 10:26 AM
• URL: https://guides.library.duq.edu/matrix

Literature Reviews

Before you begin, steps to take.

• Topic Selection
• Keywords & Search Terms
• Advanced Search Techniques
• Government Information
• Find Images This link opens in a new window
• News & Journalism
• Evaluating Information Sources This link opens in a new window
• Citation Style Help This link opens in a new window
• Citation Management

Organizing Sources

Need help grouping and synthesizing your sources? Try a synthesis matrix!

• Synthesis Matrix One way that seems particularly helpful in organizing literature reviews is the synthesis matrix. The synthesis matrix is a chart that allows a researcher to sort and categorize the different arguments presented on an issue.

Questions to Consider

• What is the scope of your literature review? What does your research question want to answer?
• What are the key sources in the field?
• What are the key theories, concepts, and ideas tied to your topic?
• What are the major issues and debates about the topic?
• What are the origins of the topic?
• What are the main questions and problems that have been covered already?
• Why is your topic important in your field?
• Can you identify gaps where further research is needed?

Step 1. Define your project.

First, you must choose, explore and focus your topic. After some basic background research, you may discover that you need to tweak the scope of your question. If your topic is too broad, refine your research question so that it is specific enough to lead you to the relevant literature. If you are finding too little research, brainstorm related ideas and fields to broaden your search. Choose your methodology or methodologies.

Develop a working list of keywords and refer to it often. This list of keywords will expand and change as you continue your research.

Stumped? Brainstorm with a librarian for useful subject terms to get you started.

Step 2. Do preliminary research.

If you're just starting out in the field, look for books first or journals that are well-known in your area. Try CatSearch for items local to MSU and and other Montana libraries. If you find something at another library that looks promising, request it via Interlibrary Loan. MSU might not have everything you need to be thorough in your research, so be sure to use this great service!

To gather articles, go to the library databases with your list of keywords and related fields. Start with databases in your field, but be sure to look at databases in related fields. Import appropriate articles directly to Zotero, Mendeley, or EndNote. Explore and note the keywords assigned to the best articles, and use those for subsequent searches. Keep notes (electronically or in a notebook) to refer back to throughout the writing process. Read and critically evaluate these sources, making quick notes in your citation manager.

Step 3. Refine your focus and take a deeper dive into the research.

Now that you have a broad idea of the state of the field, identify the most important scholars and works. Use Google Scholar or Web of Science to determine who has cited the most important works. Read critically and identify how your work fits into the scholarly conversation. Evaluate at a deeper level. You're starting to look at significance now, rather than quality.

Step 4. Group and synthesize the literature.

Identify schools of thought and experiment with the organization of your literature review. You don't have to include everything you have found during the course of your literature review your work, but include enough so your reader understands the history of the field (or related fields) and how your work relates to that history. Make sure you are analyzing the scholarship, not simply describing it.

Step 5. Place the literature in context as you write the review. 

Determine where your research question fits within the literature as a whole. Are you going to perform a study that will fill the gaps you've identified in the scholarship so far? If so, make this point clear to your reader. Be ready to rewrite your literature review as you progress through your project (capstone, thesis, dissertation, etc). There may be references you did not include in your first draft that become more important to include as your complete your study.

Reid, M., Taylor, A., Turner, J. & Shahabudin, K. (n.d.). University of Reading Study Advice team & LearnHigher CETL (Reading).  Literature reviews.

Rowland, D. R. (n.d.) The Learning Hub, Student Services, The University of Queensland.  Reviewing the literature: A short guide for research students .

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• Last Updated: Mar 19, 2024 8:27 PM
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Accessibility Statement

Writing the Literature Review

• Getting Started
• Step 1: Choose A Topic
• Step 2: Find Information
• Step 3: Evaluate
• Step 4: Take Notes
• Step 5: Synthesize
• Step 6: Stay Organized
• Write the Review

Synthesizing

What is "Synthesis"?

Synthesis?  

Synthesis refers to combining separate elements to create a whole.  When reading through your sources (peer reviewed journal articles, books, research studies, white papers etc.) you will pay attention to relationships between the studies, between groups in the studies, and look for any pattterns,  similarities or differences.  Pay attention to methodologies, unexplored themes, and things that may represent a "gap" in the literature.  These "gaps" will be things you will want to be sure to identify in your literature review.  

• Using a Synthesis Matrix to Plan a Literature Review Introduction to synthesis matrices, and explanation of the difference between synthesis and analysis. (Geared towards Health Science/ Nursing but applicable for other literature reviews) ***Includes a synthesis matrix example***
• Using a Spider Diagram Organize your thoughts with a spider diagram

Ready, Set...Synthesize

• Create an outline that puts your topics (and subtopics) into a logical order
• Look at each subtopic that you have identified and determine what the articles in that group have in common with each other
• Look at the articles in those subtopics that you have identified and look for areas where they differ.
• If you spot findings that are contradictory, what differences do you think could account for those contradictions?  
• Determine what general conclusions can be reported about that subtopic, and how it relates to the group of studies that you are discussing
• As you write, remember to follow your outline, and use transitions as you move between topics 

Galvan, J. L. (2006). Writing literature reviews (3rd ed.). Glendale, CA: Pyrczak Publishing

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Write a Literature Review

• Developing a Research Question
• Database Searching
• Documenting Your Search and Findings
• Discipline-Specific Literature Reviews

Why should I document my search?

Documenting searches for traditional literature reviews is not essential but will help you stay organized and perhaps save you some time. Documenting your search can help you:

• keep track of what you've done so that you don't repeat unproductive searches
• reuse successful search strategies for future papers

Consider whether it makes sense for you to document the following during your search process:

• the databases and resources used
• search strategies for each resource, including the search terms and limits used (e.g. dates, language, etc.)
• the number of results for each search strategy

Selecting Articles for Your Literature Review

You may want to think about criteria that will be used to select articles for your literature review based on your research question.  These are commonly known as inclusion criteria and exclusion criteria. Inclusion criteria are the elements of an article that must be present in order for it to be eligible for inclusion in a literature review, while exclusion criteria are the elements of an article that disqualify the study from inclusion in a literature review.

For example:

• Must certain methodologies be used?
• Should the studies have been published in the last 5 years?

Consider Using a Synthesis Matrix

As you read, you'll encounter various ideas, disagreements, methods, and perspectives which can be hard to organize in a meaningful way. Because you'll be reading a number of resources, a synthesis matrix helps you record the main points of each source and document how sources relate to each other.

• Download Excel Synthesis Matrix Feel free to customize columns to your needs.

What is Reference Management?

Reference management is when you use specific tools to help you organize the references you find during a lit review search. Citation Management Software, like Zotero or Mendeley, are commonly used in literature reviews. VCU Libraries has more information about Choosing a Citation Tool  to fit your needs.

Need Help Writing the Literature Review?

Now that you have conducted your research and documented your findings, you're ready to begin writing your literature review.   VCU's Writing Center consultants can help you plan, develop, and organize your literature review and a follow-up appointment will help you edit, proofread, and revise it.

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• Last Updated: Oct 16, 2023 1:53 PM
• URL: https://guides.library.vcu.edu/lit-review

Writing in the Health and Social Sciences: Literature Reviews and Synthesis Tools

• Journal Publishing
• Style and Writing Guides
• Readings about Writing
• Citing in APA Style This link opens in a new window
• Resources for Dissertation Authors
• Citation Management and Formatting Tools
• What are Literature Reviews?
• Conducting & Reporting Systematic Reviews
• Finding Systematic Reviews
• Tutorials & Tools for Literature Reviews

Systematic Literature Reviews: Steps & Resources

These steps for conducting a systematic literature review are listed below . 

Also see subpages for more information about:

• The different types of literature reviews, including systematic reviews and other evidence synthesis methods
• Tools & Tutorials

Literature Review & Systematic Review Steps

• Develop a Focused Question
• Scope the Literature  (Initial Search)
• Refine & Expand the Search
• Limit the Results
• Download Citations
• Abstract & Analyze
• Create Flow Diagram
• Synthesize & Report Results

1. Develop a Focused   Question 

Consider the PICO Format: Population/Problem, Intervention, Comparison, Outcome

Focus on defining the Population or Problem and Intervention (don't narrow by Comparison or Outcome just yet!)

"What are the effects of the Pilates method for patients with low back pain?"

Tools & Additional Resources:

• PICO Question Help
• Stillwell, Susan B., DNP, RN, CNE; Fineout-Overholt, Ellen, PhD, RN, FNAP, FAAN; Melnyk, Bernadette Mazurek, PhD, RN, CPNP/PMHNP, FNAP, FAAN; Williamson, Kathleen M., PhD, RN Evidence-Based Practice, Step by Step: Asking the Clinical Question, AJN The American Journal of Nursing : March 2010 - Volume 110 - Issue 3 - p 58-61 doi: 10.1097/01.NAJ.0000368959.11129.79

2. Scope the Literature

A "scoping search" investigates the breadth and/or depth of the initial question or may identify a gap in the literature. 

Eligible studies may be located by searching in:

• Background sources (books, point-of-care tools)
• Article databases
• Trial registries
• Grey literature
• Cited references
• Reference lists

When searching, if possible, translate terms to controlled vocabulary of the database. Use text word searching when necessary.

Use Boolean operators to connect search terms:

• Combine separate concepts with AND  (resulting in a narrower search)
• Connecting synonyms with OR  (resulting in an expanded search)

Search:  pilates AND ("low back pain"  OR  backache )

Video Tutorials - Translating PICO Questions into Search Queries

• Translate Your PICO Into a Search in PubMed (YouTube, Carrie Price, 5:11) 
• Translate Your PICO Into a Search in CINAHL (YouTube, Carrie Price, 4:56)

3. Refine & Expand Your Search

Expand your search strategy with synonymous search terms harvested from:

• database thesauri
• reference lists
• relevant studies

Example: 

(pilates OR exercise movement techniques) AND ("low back pain" OR backache* OR sciatica OR lumbago OR spondylosis)

As you develop a final, reproducible strategy for each database, save your strategies in a:

• a personal database account (e.g., MyNCBI for PubMed)
• Log in with your NYU credentials
• Open and "Make a Copy" to create your own tracker for your literature search strategies

4. Limit Your Results

Use database filters to limit your results based on your defined inclusion/exclusion criteria.  In addition to relying on the databases' categorical filters, you may also need to manually screen results.  

• Limit to Article type, e.g.,:  "randomized controlled trial" OR multicenter study
• Limit by publication years, age groups, language, etc.

NOTE: Many databases allow you to filter to "Full Text Only".  This filter is  not recommended . It excludes articles if their full text is not available in that particular database (CINAHL, PubMed, etc), but if the article is relevant, it is important that you are able to read its title and abstract, regardless of 'full text' status. The full text is likely to be accessible through another source (a different database, or Interlibrary Loan).  

• Filters in PubMed
• CINAHL Advanced Searching Tutorial

5. Download Citations

Selected citations and/or entire sets of search results can be downloaded from the database into a citation management tool. If you are conducting a systematic review that will require reporting according to PRISMA standards, a citation manager can help you keep track of the number of articles that came from each database, as well as the number of duplicate records.

In Zotero, you can create a Collection for the combined results set, and sub-collections for the results from each database you search.  You can then use Zotero's 'Duplicate Items" function to find and merge duplicate records.

• Citation Managers - General Guide

6. Abstract and Analyze

• Migrate citations to data collection/extraction tool
• Screen Title/Abstracts for inclusion/exclusion
• Screen and appraise full text for relevance, methods, 
• Resolve disagreements by consensus

Covidence is a web-based tool that enables you to work with a team to screen titles/abstracts and full text for inclusion in your review, as well as extract data from the included studies.

• Covidence Support
• Critical Appraisal Tools
• Data Extraction Tools

7. Create Flow Diagram

The PRISMA (Preferred Reporting Items for Systematic reviews and Meta-Analyses) flow diagram is a visual representation of the flow of records through different phases of a systematic review.  It depicts the number of records identified, included and excluded.  It is best used in conjunction with the PRISMA checklist .

Example from: Stotz, S. A., McNealy, K., Begay, R. L., DeSanto, K., Manson, S. M., & Moore, K. R. (2021). Multi-level diabetes prevention and treatment interventions for Native people in the USA and Canada: A scoping review. Current Diabetes Reports, 2 (11), 46. https://doi.org/10.1007/s11892-021-01414-3

• PRISMA Flow Diagram Generator (ShinyApp.io, Haddaway et al. )
• PRISMA Diagram Templates  (Word and PDF)
• Make a copy of the file to fill out the template
• Image can be downloaded as PDF, PNG, JPG, or SVG
• Covidence generates a PRISMA diagram that is automatically updated as records move through the review phases

8. Synthesize & Report Results

There are a number of reporting guideline available to guide the synthesis and reporting of results in systematic literature reviews.

It is common to organize findings in a matrix, also known as a Table of Evidence (ToE).

• Reporting Guidelines for Systematic Reviews
• Download a sample template of a health sciences review matrix  (GoogleSheets)

Steps modified from: 

Cook, D. A., & West, C. P. (2012). Conducting systematic reviews in medical education: a stepwise approach.   Medical Education , 46 (10), 943–952.

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• Next: What are Literature Reviews? >>
• Last Updated: Apr 13, 2024 9:10 PM
• URL: https://guides.nyu.edu/healthwriting