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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 .

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Should you use Excel, Google Sheets, or Citavi for Your Literature Review?

If you’re wondering ‘what is a literature review’ or trying to figure out how to write a literature review, you’ve come to the right place. While a literature review can be a summary of sources, it can also discuss published information in a variety of formats on a specific subject area and tends to have an organizational pattern that combines both a summary (a recap of the information) and a synthesis (a re-organization or the information).

The literature review for your article, thesis, or dissertation requires keeping track of sources, their important points, and their links to each other – for hundreds of journal articles, books, research papers, videos, scholarly articles, and other references. So, it’s no surprise grad students and researchers frequently struggle with how to write a literature review.

Many university guides on the subject recommend creating a synthesis matrix for keeping track of sources, ideas, and quotations. Traditionally, this matrix was often created as a Word document, and you’ll still find many templates available online. However, more and more academics now seem to be using spreadsheets instead.

This blog post will look into the advantages and disadvantages of using Excel and Word, explore the reasons for why researchers use spreadsheets, and discuss the benefits of using a specialized writing and reference management program like Citavi.

Pros and Cons of Using a Spreadsheet as a Literature Tracker

Advantages of using excel.

Proponents of the Excel approach are quick to tout the many benefits. First, there’s no need to pay for a new piece of software, since if you already have Microsoft Office installed on your computer, you also already have Excel. Otherwise, you can also use Google Sheets which has all the options you might need.

Then, there’s the simplicity and flexibility of using a spreadsheet. Set up time is pretty low. You simply create a few columns and can get started using your literature tracking system in a matter of minutes.

Another benefit is how easily customizable the solution is – you can make the categories be exactly what you want. Need a column to track the location of a study or a specific intervention? You just need to add it. Even though Excel can get complicated if you set up formulas or other customizations, for a literature review spreadsheet you usually can just use it as a simple table.

So far, the advantages listed apply to Word as well, but Excel and Citavi have one crucial advantage over Word: it lets you search, sort, and filter. Have a vague recollection of a note you wrote but only remember one term you used in it? Use Excel’s “Find” feature. Want to sort all your notes by year of publication of your source? Nothing could be easier than sorting your “year” column in ascending order. Want to find clinical trials with female participants with a statistically significant intervention? If you set up your Excel sheet as described below under “Version 2” such combinations of queries are possible, and in Citavi, setup is even easier as it lets you save sources directly into the program and organize your literature review outline in the knowledge organizer.

So, with all these advantages, how does the Excel method work in practice?

Version 1: Simple but Effective

When you search for “Excel literature review”, Dr. Elaine Gregersen’s 2016 blog post “How I use Excel to manage my Literature Review” about her personal literature tracking system is one of the first results to pop up. It’s an approach that’s still often praised in discussion threads about Excel literature tracking methods. In her own words, it’s a simple approach, but that’s what makes it work. Her approach uses a literature review spreadsheet in addition to a reference manager. She uses one sheet only and includes columns for basic citation information, keywords, objectives, methods, and conclusions. In addition, she adds in four personalized categories: happy thoughts, unhappy thoughts, her own ethical concerns, and the author’s ethical concerns. These last two columns perfectly align with her field of Autoethnography. The happy thoughts column is for notes, such as how findings relate to her own work, while the unhappy thoughts column is for times when she disagrees with an author, among other uses.

Dr. Raul Pacheco uses a similar one-sheet method, which he calls the Conceptual Synthesis Excel Dump (CSED) technique since he tosses in any literature he might be using for analysis. His setup overlaps in some ways with Gregersen’s but has a few differences; he has columns for the concept (i.e. theme), citation, main idea, three columns for notes (which function similarly to Gregersen’s happy and unhappy thoughts), cross-references, quotes, and page numbers.

A useful tip is to create a dedicated column for quotations to help separate out the authors’ exact words from one’s analysis of them or the article as a whole. This can help you inadvertently misrepresent an author’s ideas as your own when you’re later writing your literature review.

Taking the models laid out by Gregersen and Pacheco as a jumping off point, it’s easy to make some tweaks for even better usability for your own projects. Obviously, you’ll want to create columns that fit your needs. Instead of a column “main theme” you might have several “key takeaways” columns. Or a highly-personal column for how each article relates to your own work. For example, you might include only the author names and year of publication for an article rather than the full citation (in which case we’d highly recommend saving the full details in a reference management program!). Some people might want to copy the abstract the authors provide, while some will choose to write their own summaries. You can add “notes” columns or distinguish between paraphrases, comments, and direct quotations. Beyond that there are a lot of other small things you can do to make your spreadsheet work better for you, such as linking from a citation to the actual PDF, adding comments to cells, or adding drop-down lists to make data entry easier.

If you struggle with organizing your notes and memos, you could benefit from a reference management software like Citavi. Citavi lets you make notes within the program and easily connects your notes, memos, and quotes to your sources – helping you keep track of all your thoughts and research.

Version 2: Advanced, but Complex, Set-Up Option

If you want to take your basic Excel spreadsheet up a notch, you can do so in several ways. For one, you can make use of multiple sheets in the same workbook. Dr. Kathleen Clarke describes her method which involves a major spreadsheet for tracking all the high-level information about a source along with minor spreadsheets which are more granular. She describes her method as a mix between Gregersen’s and Pacheco’s, but she also includes additional sheets on different but related topics and for studies she wants to read later on. One other notable addition is the use of a numbering system for her sources which corresponds to the article file names on her computer.

Some General Tips

While there’s a lot of freedom in how you set up your Excel files, there are still some best practices you’ll likely want to follow. First, you should set up your table so that headers are marked as such. This way they won’t be sorted along with the other cells if you sort the column by A-Z, for example. Also, you’ll want to apply word wrap formatting to cells to keep content from spilling over into neighboring empty cells. This just keeps everything looking a lot tidier and makes it easier to skim through. Another handy option recommended by McQuilliam is to set up endless scrolling which keeps your column headers visible, even when you’re adding entries at the bottom of your list.

The columns you include are more or less up to you, but you’ll need a column for source information for sure to avoid inadvertent plagiarism or having to hunt down sources later on. In addition, a year column is invaluable for sorting your literature chronologically in preparation for writing your lit review. To keep track of how authors build upon and discuss each other’s work, a cross-references column can also be helpful. It’s important to make it very clear which analysis and thoughts are your own and which are those of your author.

If you’re planning on using filter features later on to search by study type, keyword, or some other criteria you’ll need to use controlled vocabulary, i.e. each concept should be referred to by a single term rather than using a bunch of different synonyms. You can define this at the start in a key on a separate sheet of your Excel workbook so that you can easily refer to it as needed. Each time you decide to add new terms, just add them to your key.

To save time, a streamlined option for organizing and categorizing your source information, notes, and quotes is Citavi, and we’ll look further into the benefits of using Citavi at the end of this post.

Disadvantages of the Excel Approach and Why It’s Not Sufficient for a Quality Lit Review

It’s hard to argue with the advantages of ease, simplicity, and flexibility that the Excel method gives you. But, there are still some big downsides to consider.

First, you have to set everything up yourself – it’s not already set up for you in a way that should fit most workflows. If you try something and later decide to take a different approach, you may need to go back and add in additional information for many sources you already examined.

Although search, filtering, and sorting options in Excel are much better than they would be in a Word table, the program is still a spreadsheet at heart which means that it’s “flatter” than a database. In other words, it’s less relational which makes it difficult to create complex search strings to get a subset of items that fit multiple criteria or that use more complicated search techniques such as Boolean logic or wildcards.

Another drawback is that the Excel approach involves a lot of manual entry. While some amount of manual work will always be necessary, for example, when you type up your comments or key takeaways, you won’t be able to directly extract information from PDFs (such as direct quotes or images) without using an additional PDF reader. Moreover, there are no time-saving automation options for adding source information that you might be accustomed to from your reference manager.

Speaking of reference managers, in many of the Twitter discussions around the Excel note-taking approach, there will always be a few comments asking why the person didn’t consider using their referencing software for their notes. Many proponents of the Excel approach stress that they do indeed use a reference management program to keep track of their source information but that they prefer to keep their notes and analysis in a separate Excel file. One of the reasons is that even though many reference management programs let you group references into folders and tag them with specific terms, they don’t let you easily keep track of and categorize notes on a particular source. You basically get a single notes field and that’s it. No way to categorize, group, or tag the note itself, just the source as a whole.

While this is true for many reference manager programs, there’s one that goes above and beyond its competitors – Citavi! While we’ve explored how it’s possible to create a literature review with Excel and Word, it is not the most efficient way available. With Citavi, you can easily keep track of, categorize, and connect your sources – all in one place.

Advantages of Using Citavi for Your Literature Review

Citavi is a reference management program that has been designed with extensive knowledge organization for any number of sources in mind and may, in many cases, be a better alternative to the Excel method.

Citavi lets you automatically add source information for most journal articles. Then, you can read PDFs and save notes and memos directly in the program. Annotating in Citavi is as simple as how you would on paper as you can highlight sections of text in colors that indicate whether it’s an important section, a section you might want to cite, or a passage that you’d like to analyze more closely. The only difference from annotating on paper is that these notes – which can be summaries, indirect quotations, direct quotations and comments – are always linked directly to their location in the PDF, so if you ever have to look up the context for one of your own comments or a direct quotation again, one click takes you directly to where you need to go and makes it easy to create your annotated bibliography.

Page numbers are saved automatically, as long as the PDF metadata includes that information. Otherwise, you just need to enter a page number for an article with the first “knowledge item” you save for it. Citavi will then add all the rest automatically.

Although the knowledge item types are pre-defined, the many options will fit most needs, and you can also always use either the keywords, categories, or the core statement field to designate the type of note you are adding if you want more customization. Any terms you use can later be searched or used as filters (more on that below). In addition, for the reference as a whole you also have pre-defined fields for keywords, groups, evaluations, abstracts, notes, and cross-references. This lets you classify at both the reference and note level, so, if you want, you can assign different categories or keywords for a source as a whole and for a statement you find in it. If you need additional source fields, there are nine custom fields which you can rename and format with drop-down options.

Where Citavi really shines against Excel is in its search features and integration with Word and NVivo 14. You can create and save complex searches that combine or exclude certain terms, keywords, categories, note type, year, etc. You can make use of advanced search syntax, such as boolean operators, wildcards, and regular expressions. You can rate sources and filter by rating. And, you have full-text search across all of your PDFs.

You can also view project statistics at a glance or use an add-on to do an analysis by author or another criteria. With Citavi and NVivo 14 integration, you can go beyond reference management by creating a springboard to collect references and thoughts, analyze literature, and connect empirical data with NVivo’s analysis tools – helping you dig deeper into your research and speed up your publishing time.

But the best part is that all of this information can be taken directly over to Word. You have all the analysis and quotes you’ve saved in a panel at the left and can just click to insert what you need. Citavi will insert the correct citation formatting and add an entry to your bibliography at the end. If you added your notes to an outline in Citavi, you can use the “Chapter” view to focus on what you need for a particular section. And, if you ever need to double-check the context for a direct quotation or your own paraphrase, you can click a link symbol to jump back to the exact spot in the PDF that you referred to.

If you do need to at some point export your reference information in table format for an appendix in your dissertation (for example, as documentation of the exclusion process for a systematic review), doing so just requires a few clicks. If you’ve previously worked with Excel and want to try out Citavi, importing is just as easy, and you can of course import all of your existing notes as knowledge items.

Last but certainly not least, if you use Citavi, you have the benefit of working with one tool instead of needing to juggle an Excel spreadsheet, a reference management program, and a PDF annotation tool or PDF reader.

Tour Citavi

We think it’s a no-brainer to use Citavi instead of Excel or Google Sheets to keep track of your reading for a literature review – but then again, we might be ever so slightly biased. What do you think?

Learn more about Citavi or request a free 30-day trial today!

Recent Articles

Writing a Literature Review

• Getting Started
• Defining the Scope
• Finding the Literature

Citation Management Tools

Using excel to manage your research.

• Writing the Review
• Assignment Planner: Literature Review Tips and strategies for conducting a literature review, plus a timeline to help you meet your deadline.
• Ask a Librarian In the library or by email, phone, or chat.
• Academic Success Centre Get help with writing and organizing your review, in person or online.

It is good to keep a record of the databases you have visited and the search terms you have used while looking for articles. This will prevent you from wasting time with duplicate searches. Pen and paper are good for recording information, but there are also free online tools that can help you manage your citations and keep notes. You can easily incorporate information from the library's databases using these tools. The UFV library also has a guide for the citation management tool EndNote Online, as provided by the Web of Science. 

• Citation Management Tools Comparison Chart
• Using EndNote

Aside from pen and paper, many researchers and scholars use spreadsheets to manage their literature reviews. Two of these researchers have described their methods:

• Conceptual Synthesis Excel Dump Raul Pacheco-Vega (Public Administration Division of the Centre for Economic Research and Teaching, CIDE in Aguascalientes, Mexico)

“I call it "dump" because I basically throw into the Excel file everything that is already in my research and conceptual/reflective memoranda. Doing the conceptual synthesis Excel dump as you do your reading allows you to create a nice map of the literature. It also helps reach conceptual saturation during the literature review.”

Pacheco-Vega’s blog post includes screen captures and shows how columns in the spreadsheet are organized.

• How I Use Excel To Manage My Literature Review Dr. Elaine Gregersen (Northumbria Law School)

“I wanted to create a table that I could manage effectively. Where I could move the data with ease. And, because seeing how far I’ve come helps to keep me feeling positive, where I could easily find out how many articles I’d read!

My spreadsheet is basic. It is not all singing and dancing, and I’m sure there are lots of clever things I’m missing out on. But its simplicity works for me.”

Her blog post also includes screen captures, and explains how she is able to  organize her thoughts on different writers’ points of view and other pertinent information such as ethical concerns.

• << Previous: Finding the Literature
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• Last Updated: May 24, 2024 2:05 PM
• URL: https://libguides.ufv.ca/LitReviews

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How to Conduct a Literature Review (Health Sciences and Beyond)

• What is a Literature Review?
• Developing a Research Question
• Selection Criteria
• Database Search
• Documenting Your Search

Review Matrix

• Reference Management

Using a spreadsheet or table to organize the key elements (e.g. subjects, methodologies, results) of articles/books you plan to use in your literature review can be helpful. This is called a review matrix.

When you create a review matrix, the first few columns should include (1) the authors, title, journal, (2) publication year, and (3) purpose of the paper. The remaining columns should identify important aspects of each study such as methodology and findings.

Click on the image below to view a sample review matrix.

You can also download this template as a Microsoft Excel file .

The information on this page is from the book below. The 5th edition is available online through VCU Libraries.

• << Previous: Documenting Your Search
• Next: Reference Management >>
• Last Updated: Mar 15, 2024 12:22 PM
• URL: https://guides.library.vcu.edu/health-sciences-lit-review

Doing a literature review using digital tools (with Notion template)

I’ve recently revamped my literature review workflow since discovering Notion . Notion is an organization application that allows you to make various pages and databases. It’s kind of like your own personal wiki- you can link your pages and embed databases into another page, adding filters and sorting them using user-set properties. The databases are what I use the most. I’ve essentially transferred all of my excel sheets into Notion databases and find it much easier to filter and sort things now. In this post, I’ll go through how I do my literature review and share a Notion template that you can use.

I like to organize my literature review using various literature review tools along with two relational Notion databases: a ‘literature tracker’ and a ‘literature notes’ matrix. You can see a flow chart of my literature review process below (it’s inspired by this post by Jenn’s Studious Life and the three pass method for reading papers which I wrote about last week in this post ):

As you can see, this process involves a couple of decision points which helps me focus on the most important papers. This is an iterative process that keeps me up to date on relevant research in my field as I am getting new paper alerts in my inbox most days. I used this method quite successfully to write the literature review for my confirmation report and regularly add to it for the expanded version that will become part of my PhD thesis. In this post, I’ll break down how this works for me and how I implement my Notion databases to synthesise the literature I read into a coherent argument.

You can click on the links below to navigate to a particular section of this article:

The literature search

The literature tracker, the literature synthesis matrix, writing your literature review, iterating your literature review, my literature review notion template, some useful resources.

This is always the first step in building your literature review. There are plenty of resources online all about how to start with your search- I find a mixture of database search tools works for me.

The first thing to do when starting your literature review is to identify some keywords to use in your initial searches. It might be worth chatting to your supervisor to make a list of these and then add or remove terms to it as you go down different research routes. You can use keyword searches relevant to your research questions as well tools that find ‘similar’ papers and look at citation links. I also find that just looking through the bibliographies of literature in your field and seeing which papers are regularly cited gives you a good idea of the core papers in your area (you’ll start recognising the key ones after a while). Another method for finding literature is the snowballing method which is particularly useful for conducting a systematic review.

Here are some digital tools I use to help me find literature relevant to my research questions:

Library building and suggestions

Mendeley was my research management tool of choice prior to when I started using Notion to organize all of my literature and create my synthesis matrix. I still use Mendeley as a library just in case anything happens to my Notion. It’s easy to add new papers to your library using the browser extension with just one click. I like that Mendeley allows you to share your folders with colleagues and that I can export bib.tex files straight from my library into overleaf documents where I’m writing up papers and my thesis. You do need to make sure that all of the details are correct before you export the bib.tex files though as this is taken straight from the information plane. I also like to use the tag function in Mendeley to add more specific identifiers than my folders.

Mendeley is also useful for finding literature related to those in your library- I’ve found quite a few interesting papers through the email updates they send out each week with ‘suggested papers’. You can also browse these suggestions from within Mendeley and use its interface to do initial keyword searches. The key is to just scan the titles and then decide whether it’s worth your time reading the abstract and then the rest of it. It’s easy to get overwhelmed by the sheer amount of papers being published every day so being picky in what you read is important (and something I need to work on more!).

Some similar tools that allow you to build a library and get literature recommendations include Zotero , Researcher , Academia , and ResearchGate . It’s up to you which one you use for your own purposes. One big factor for me when choosing Mendeley was that my supervisor and colleagues use it so it makes it much easier to share libraries with them, so maybe ask your colleagues what they use before settling on one.

Literature databases and keyword alerts

There are a variety of databases out there for finding literature. My go-to is Web of Science as it shows you citation data and has a nice interface. I used this to begin my initial literature search using my keywords.

The other thing you can do with these kinds of tools is set up email alerts to get a list of recent work that has just been published with any keywords you set. These alerts are usually where I find papers to read during journal club with my supervisor. You can customize these emails to what suits you- mine are set to the top 10 most relevant new papers for each keyword weekly and I track around 5 words/phrases. This allows me to stay on top of the most recent literature in my field- I have alerts set up on a variety of services to ensure that I don’t miss anything crucial (and alerts from the ArXiv mean I see preprints too). Again, you need to be picky about what you read from these to ensure that they are very relevant to your research. At this stage, it’s important to spend as little time as possible scanning titles as this can easily become a time suck.

Some of the other tools I have keyword (and author) email alerts set up on are: Scopus , Google Scholar , Dimensions , and ArXiv alerts . I set 10 minutes maximum aside per day to scan through any new email alerts and save anything relevant to me into my literature tracker (which I’ll come to more later).

Literature mapping tools

There are loads of these kinds of tools out there. Literature mapping can be helpful for finding what the seminal papers are in your field and seeing how literature connects. It’s like a huge web and I find these visual interfaces make it much easier to get my head around the relationships between papers. I use two of these tools during the literature search phase of the flowchart: Citation Gecko and Connected Papers .

Citation Gecko builds you a citation tree using ‘seed papers’. You can import these from various reference management software (like Mendeley), bib.tex files or manually search for papers. This is particularly useful if your supervisor has provided you with some core papers to start off with, or you can use the key papers you identified through scanning the bibliographies of literature you read. My project is split into fairly clear ‘subprojects’ so these tools help me see connections between the various things I’m working on (or a lack of them which is good in some ways as it shows I’ve found a clear research gap!).

You can switch between different views and add connecting papers as new seed papers to expand your network. I use this tool from time to time with various different papers associated with my subprojects. It’s helped me make sure I haven’t missed any key papers when doing my literature review and I’ve found it to be fairly accurate, although sometimes more recent papers don’t have any citation data on it so that’s something to bear in mind.

Connected Papers uses a ‘similarity’ algorithm to show paper relationships. This isn’t a citation tree like Citation Gecko but it does also give you prior and derivative works if you want to look at them. All you do is put one of your key papers into the search box and ‘build a graph’. It will then show you related papers, including those which don’t have direct citation links to the key paper. I think this is great for ensuring that you’re not staying inside an insular bubble of the people who all cite each other. It also allows me to see some of the research which is perhaps a bit more tangential to my project and get an overview of where my work sits within the field more broadly.

I like Connected Paper’s key for the generated tree and that it shows where related papers connect between themselves. Again, it’s helpful for ensuring that you haven’t missed a really important work when compiling your literature review and doesn’t just rely on citation links between papers.

This is where I record the details of any paper I come across that I think might be relevant to my PhD. In some ways, it’s very similar to Mendeley but it’s a version that sits within Notion so I have some more customised filtering categories set up, like my ‘status’ field where I track which pass I am on.

Here’s what my literature tracker looks like:

The beauty of Notion is that you can decide which properties you want to record in your database and customize it to your needs. You can sort and filter using these properties including making nested filters and using multiple filters at once. This makes it really easy to find what you’re looking for. For example, say I’m doing my literature review for my ‘FIB etching’ subproject and want to see all of the papers that I marked as relevant to my PhD but haven’t started reading yet. All I need to do is add a couple of filters:

And it filters everything so that I’m just looking at the papers I want to check out. It’s this flexibility that I think really gives Notion the edge when it comes to my literature review process.

The other thing I really like about using Notion rather than excel is that I can add different database views. I especially like using the kanban board view to see where I’m at with my reading workflow:

When I add something to the literature tracker database, I scan the abstract for keywords to add and categorize it in terms of relevant topics. It’s essentially the first pass of the paper, so that involves reading the title, abstract, introduction, section headings, conclusions, and checking the references for anything you recognise. After this is done, I decide whether it’s relevant enough to my PhD to proceed to do a second pass of the paper, at which point I will progress to populating my literature notes database.

Once I’ve decided that I want to do a second pass on a paper, I then add it to the ‘literature notes’ database. This is part of the beauty of Notion: relational databases. I have ‘rollup’ properties set in the literature notes database which shows all of the things I added during my first pass and allows me to filter the matrix using them. You can watch the video below to see exactly how to add a new paper to the ‘notes’ database from the ‘tracker’ database:

During the second pass, I populate the new fields in the ‘notes’ database. These are:

Summary | Objective of study | Key Results | Theory | Materials | Methods | Conclusions | Future work suggested | Critiques | Key connected papers.

I also have various themes/questions/ideas as properties which I add a few notes on for each relevant paper. I then complete my ‘questions for critical engagement’ which are on the entry’s ‘Notes’ page and are stored in the ‘Article Template’. If you want to read more about this process, check out my ‘how to read a scientific paper’ post .

By, doing this I create a synthesis matrix where I can see a breakdown of the key aspects of each paper and can scan down a column to get an overview of all of the papers I have read. For example, if I wanted to see all of the papers about Quantum Point Contacts to get an idea of what previous work has been done so that I can identify my research gap, I can filter using the tag property and can then see the notes I wrote for each entry, broken down by section. I also have tags for my research questions or themes, materials used, experimental techniques, fabrication techniques, and anything else that comes to mind really! The more tags I have for a paper, the easier it is to filter when I want to find a specific thing.

The other property I have included in the literature notes database is ‘Key connected papers’. This is a relation but is within the database itself. So it means that I can link to the page of other papers in the literature matrix. I’ve found this to be useful for connecting to what I call ‘core’ papers. I can also filter using this property, allowing me to see my notes on all of the papers I’ve read that are related to a certain ‘core’ paper. This helps with synthesising all of the information and forming my argument.

For those papers most relevant to my research (the ‘core’ papers) I’ll also do a third pass which involves reimplementing the paper in my own words. This is quite a time-consuming task so not many papers reach this stage, but those which I have done a third pass on are the ones I know really well. My hope is that this will stand me in good stead for my viva. This process also helps me refine my research questions further as I gain a deeper understanding of the field.

I find that writing up a review is extremely intimidating, but having the literature matrix makes this process that bit easier. I won’t go into too many details as there are already loads of resources out there going into the details of writing up a review, but here’s a brief overview of my own process:

Identify your research themes

Using your literature matrix, review each research theme or question and decide which ones you are going to focus on. These will form the different sections of your literature review and help you write your thesis statement(s). You can also think about how your questions link to ensure that you’re telling a coherent story with your review.

Choose and summarize literature related to each theme

For each section, gather up the most important related literature and summarize the key points of each source. A good literature review doesn’t need to cover all the literature out there, just the most significant sources. I try to stick to around 10 or fewer key sources per section.

Critical evaluation of sources

This is where you utilize the ‘questions for critical engagement’. Make sure you evaluate the strengths and weaknesses of the studies you’re writing about. By doing this, you can establish where our knowledge is lacking which will come in helpful later when establishing a research gap.

Analyse each source in relation to other literature

Try to make sure that you are telling a coherent story by linking between your sources. You can go back to the literature matrix here and use it to group similar studies to compare and contrast them. You should also discuss the relevance of the source’s findings in relation to the broader field and core papers.

Situate your research in a research gap

This is where you justify your own research. Using what you have laid out in the rest of the review, show that there is a research gap that you plan to fill and explain how you are going to do that. This should mean that your thesis flows nicely into the next section where you’ll cover the materials and methods you used in your research project.

In some ways, a literature review never really ends. As you can see in the flowchart at the beginning of this post, I regularly update and revise my literature review as well as refining my research questions. At this point in my PhD, I think that most of my research questions are quite well defined, so I’m mostly just adding any newly published work into my review. I don’t spend much time reading literature at the moment but I’m sure I’ll return to it more regularly when I’m in the write-up phase of my PhD. There is a balance to be had between reading and writing for your literature review and actually getting on with your own research!

Here’s the link to my Notion Literature Review Template . You can duplicate it and adapt it however you want, but this should save you some time setting up the initial databases if you’d like to use my method for organizing your own literature review.

Here are some resources on how to do a literature review that I’ve found useful during my PhD:

• The Literature Review: Step-by-Step Guide for Students
• 3 Steps to Save You From Drowning in Your Literature Review
• How to write a literature review
• How to become a literature searching ninja
• Mind the gap
• 7 Secrets to Write a PhD Literature Review The Right Way

If you like my work, I’d love your support!

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11 thoughts on “Doing a literature review using digital tools (with Notion template)”

Thank you so much for your insight and structured process. This will help me a lot kicking off my Master Thesis.

The perfect method to organize the literature that I have read and will read in the future. I am so glad to have found your website, this will save me from thrashing around in the swamp of literature. I was already feeling the limits of my memory when I was doing my master thesis and this will be so helpful during my PhD.

Thank you so much for this detailed post! Lily 🙂

Thank you very much for this. I’m doing my undergrad atm and reading a lot of papers. This seems like an excellent way of tracking everything.

Thank you, you made my beginning less stressful. I like your system and i helped me a lot. I have one question (more might come later), What do you mean by " journal club with my supervisor."

This piece is really really helpful! I started from this one and went through the rest blog writings. I agree on many points with Daisy. I had an unhappy experience of PhD two years ago and now just started a new one in another country. I will take it as an adventure and enjoy it.

This is an AMAZING template. I've found this so helpful for my own workflow. Thank you so much!

I found this post really helpful. Thank you.

thank you very much!

Hi! Thank you very much for posting this guide and sharing your notion template! I do have a question—do you manually enter the references into Notion, or is there any way to speed up the process? Ta x

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Synthesizing different bodies of work in your literature review: The Conceptual Synthesis Excel Dump (CSED) technique

Since I’m writing a series of posts on literature reviews (and undertaking a few of my own), I figured I could expand on how you can combine citation tracing, concept saturation, results’ mind-mapping with a method that Professor Elaine Campbell showcases in her excellent post “ How I use Excel to manage my literature review “.

I call this technique the “ Conceptual Synthesis Excel dump ” – I call it “dump” because I basically throw into the Excel file everything that is already in my research and conceptual/reflective memoranda. Doing the conceptual synthesis Excel dump as you do your reading allows you to create a nice map of the literature. It also helps reach conceptual saturation during the literature review .

What I am showing here is my Excel dump on bottled water. There are a number of themes (if you’re doing coding in qualitative methods, you’ll understand what I mean) that interest me:

• Fear of the tap water.
• Decisions on whether to consume tap water vs. bottled water.
• Branding water and bottled water and the use of branding techniques in promoting bottled water.
• Ethical bottled water.

I am showing three screen captures of the Excel file I created. Note that the columns I use are the following:

• Concept – here I list the main idea or major theme of the specific literature review.
• Citation – here I include the full citation (article, book, book chapter).
• Main idea – here I summarize the full article in a sentence or two.
• Notes 1 – here I make notes about specific ideas or whether I agree or disagree
• Notes 2 – same as the above
• Notes 3 – same as the above
• Cross-reference – which references and citations are linked to one another.
• Quote/quotation – specific quotes, as per my memorandum technique, that could be useful
• Page – the page from where I drew the quote. Note that I can draw several quotes from same article

My Conceptual Synthesis’ Excel dump technique is quite handy in the process of creating a literature review (both to reach concept saturation and to create the mind map). Hopefully it will be helpful to you too! I wrote this post partly as a response to the tweet below 🙂

Love this – kind of like @raulpacheco 's memo-ing, only in spreadsheet form 🙂 https://t.co/yT9pjaVChx — Rebecca Linnett (@rebeccalinnett) June 15, 2016

IMPORTANT EDIT – After many requests, I finally got around creating a Conceptual Synthesis Excel Dump template that you can download and edit for your own purposes. I use a framing theory paper but you can adapt to your needs.

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Posted in academia , research .

Tagged with literature review , research , writing .

By Raul Pacheco-Vega – June 17, 2016

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In Excel, I actually am going to attempt to color code all of this so my neurodivergent brain can make sense of it instead of just seeing words and boxes! That way I can read across better. This helps me a great deal as an assistant.

Thanks a lot !

Continuing the Discussion

[…] Conceptual Synthesis Excel Dump (CSED) – gives you an overview of the material you have read for your literature […]

[…] a Conceptual Synthesis Excel Dump […]

[…] idea with that of other scholars you need to know what they said and where. This is why the Conceptual Synthesis Excel Dump (CSED) is important: you can search the Excel file for a particular idea or concept that may seem relevant […]

[…] may need in my class. I show them how to write synthetic notes, how to write memorandums, how to synthesize their research in an Excel dump and a whole lot of reading strategies, literature review writing processes and note-taking […]

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What’s Included: Literature Review Template

This template is structure is based on the tried and trusted best-practice format for formal academic research projects such as dissertations and theses. The literature review template includes the following sections:

• Before you start – essential groundwork to ensure you’re ready
• The introduction section
• The core/body section
• The conclusion /summary
• Extra free resources

Each section is explained in plain, straightforward language , followed by an overview of the key elements that you need to cover. We’ve also included practical examples and links to more free videos and guides to help you understand exactly what’s required in each section.

The cleanly-formatted Google Doc can be downloaded as a fully editable MS Word Document (DOCX format), so you can use it as-is or convert it to LaTeX.

PS – if you’d like a high-level template for the entire thesis, you can we’ve got that too .

FAQs: Literature Review Template

What format is the template (doc, pdf, ppt, etc.).

The literature review chapter template is provided as a Google Doc. You can download it in MS Word format or make a copy to your Google Drive. You’re also welcome to convert it to whatever format works best for you, such as LaTeX or PDF.

What types of literature reviews can this template be used for?

The template follows the standard format for academic literature reviews, which means it will be suitable for the vast majority of academic research projects (especially those within the sciences), whether they are qualitative or quantitative in terms of design.

Keep in mind that the exact requirements for the literature review chapter will vary between universities and degree programs. These are typically minor, but it’s always a good idea to double-check your university’s requirements before you finalize your structure.

Is this template for an undergrad, Master or PhD-level thesis?

This template can be used for a literature review at any level of study. Doctoral-level projects typically require the literature review to be more extensive/comprehensive, but the structure will typically remain the same.

Can I modify the template to suit my topic/area?

Absolutely. While the template provides a general structure, you should adapt it to fit the specific requirements and focus of your literature review.

What structural style does this literature review template use?

The template assumes a thematic structure (as opposed to a chronological or methodological structure), as this is the most common approach. However, this is only one dimension of the template, so it will still be useful if you are adopting a different structure.

Does this template include the Excel literature catalog?

No, that is a separate template, which you can download for free here . This template is for the write-up of the actual literature review chapter, whereas the catalog is for use during the literature sourcing and sorting phase.

How long should the literature review chapter be?

This depends on your university’s specific requirements, so it’s best to check with them. As a general ballpark, literature reviews for Masters-level projects are usually 2,000 – 3,000 words in length, while Doctoral-level projects can reach multiples of this.

Can I include literature that contradicts my hypothesis?

Yes, it’s important to acknowledge and discuss literature that presents different viewpoints or contradicts your hypothesis. So, don’t shy away from existing research that takes an opposing view to yours.

How do I avoid plagiarism in my literature review?

Always cite your sources correctly and paraphrase ideas in your own words while maintaining the original meaning. You can always check our plagiarism score before submitting your work to help ease your mind. 

Do you have an example of a populated template?

We provide a walkthrough of the template and review an example of a high-quality literature research chapter here .

Can I share this literature review template with my friends/colleagues?

Yes, you’re welcome to share this template in its original format (no editing allowed). If you want to post about it on your blog or social media, all we ask is that you reference this page as your source.

Do you have templates for the other dissertation/thesis chapters?

Yes, we do. You can find our full collection of templates here .

Can Grad Coach help me with my literature review?

Yes, you’re welcome to get in touch with us to discuss our private coaching services , where we can help you work through the literature review chapter (and any other chapters).

Matrix Method for Literature Review

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Literature Search | Annotation | Review

Literature annotation.

Excel Template

Literature review

The very first step in any research design is to clearly state the research question.  What is being explained ? Just stating or knowing the research question will not be enough unless the finding is novel. Therefore, the researcher needs to say:  What is new ?

To know whether the finding is novel and what new things are being explored, one needs to know what the current wisdom is about the topic or related topics. Therein lies the importance of a  literature review .

A literature review is exactly that — a review of the literature — a review of studies/research in journal articles and/or other publications that have already been conducted on your topic or subtopic. The Literature Review section should not merely describe and summarize the current information on the topic but also evaluate and compare the studies/research. More often than not, there will be apparent contradictions in the findings of different existing studies. It is the researcher’s job to shed light on the key differences and what underlying assumptions, or methodologies, or datasets lead to such differences. This will be helpful for placing the contribution of the current research work in the right context.

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• Feb 14, 2021

Excel Workbooks and User Guides for Systematic Reviews

Updated: Mar 29

This page is moving soon. It will soon be located at the University of Pittsburgh Health Sciences Library System on a new LibGuide . (25 March 2024)

The workbooks are in the process of being revised. Note that the user guides are not following the same version as the workbooks.

February 28, 2022

Which workbook(s) should you use?

All Excel workbooks are available online .

If you are working on a systematic review by yourself, then the ONLY workbook you will need is One-person-review_Project-name-Excel-workbook .

If you are working on a systematic review and need a means of tracking your literature searches ONLY (i.e. you are using Distiller SR, Covidence, or something similar for study selection), then the workbook you should use is Project-Name-PRIMARY-workbook-lit-searches .

Otherwise, for 2-person reviews, use the:

Project-name_PRIMARY-Excel-workbook-for-two-people ;

Cohens-kappa-for-two-people_Project-name_Compiled ;

Screening-workbook-for-two-people_Project-name_Compiled ;

Reviewing-workbook-for-two-people_Project-name_Compiled .

You will also need special styles for RefWorks or EndNote , depending on which citation management system you use. You can create your own if you know how by customizing the export fields so only the citation ID, item title, and abstract export in a tab-delimited text file.

User guides

All user guides are available online . These include:

EndNote style for Excel SR workbooks

User instructions for EndNote

RefWorks for Excel SR workbooks

User instructions for RefWorks

Excel workbook to track literature searches ONLY

Track literature search user guide

Excel workbook for a one-person review

PRIMARY Excel Workbook for a 2-person review

Cohen's kappa interrater reliability user guide

Screening workbook user guide

Full text review user guide

Additional materials

Resources for reporting findings are also available online , including:

PRISMA flowchart in MS Word

Search strategies template in MS Word

Recent Posts

This page has migrated to a new home

The searches found on this page have been moved to the PubMed Search filters LibGuide at the University of Pittsburgh Health Sciences Library System.

This page has migrated to the Embase Search Filters LibGuide at the University of Pittsburgh Health Sciences Library System.

An overview of search filters/search hedges can be found on the new site: About Search Filters. These filters have moved to the University of Pittsburgh Health Sciences Library System LibGuides: PubMe

We have used excel sheets that look very simmilar to these together with the old refworks, however, you have to update your refworks library to the new version in june and we are still working on our project by then... do these excel workbooks work with the new refworks?

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Free download simple literature review excel template

Welcome to our literature review template excel. If you are looking for a simple literature review template in excel then you are in right place. Excel is the best organizer. It helps us in creating a lot of useful documents. Can be used in every field of life. Only the problem is that it does not have any default templates.

In this article, I am going to present some well-defined literature review templates in excel. The literature review is a research document of what you have done and what is left behind. You can easily develop a literature review by customizing this super simple and easy-to-understand literature review template in excel. Below are some professional literature review templates in excel:

1. Review Plan and Schedule Excel Template:

This simple and well-mannered columned template can be used as a simple literature review template in excel. Free download this neat and clean sophisticated template.

2. Employee Performance Review Excel Template:

Review the performance of your employee by customizing this pretty template having different sections for different information. Edit this sample literature review template in excel for better understanding.

3. OKR Spreadsheet Weekly Checklist Excel Template:

Looking for the perfect monthly literature review template in excel? Grab this pink-colored vertical template with the heading of objectives to perform. Available for free.

4. Department Sales Performance Analysis Excel Template:

Perform a literature review of your departmental store with this high graphical monthly literature review template in excel. Free download this sophisticated template.

5. Weekly Work Plan Summary Excel Template:

A literature review in business is a summary of your current state. If you are looking for a weekly summary report? Free download this captivating and professional template and customize it as it is fully flexible.

6. Simple Blues Yellow Work Plan Excel Template:

Simple and minimalistic blue-yellow work plan. You can add or delete its columns according to your requirement and can also change the names.

7. Design Industry Charge Schedule Template:

A simple review schedule template that is designed for industry charge. Red color enhance its beauty. Never miss out on this captivating and gorgeous template. Available for free.

8. Simple Project Timeline Summary Excel Template:

This hourly literature review template excel looks so amazing in simple style. Can be customized for any purpose as it is flexible for all types of data. Free download this eye catchy template.

9. Monthly Attendance Summary Excel Template:

Put your logo on the topmost left side. Create a fully organized attendance summary by using this monthly literature review template in excel. Free download and customize this eye-pleasing template.

10. Basic Daily Schedule Excel Template:

This daily schedule excels template is best for any purpose. You can create a list of daily tasks to be performed by using this simple amazing neat and clean template. Perfect for office use. Available for free.

Literature review excel template is the summary of work you have done and what is remaining. It gives an overall review of your work. WPS office software always produces amazing and professional templates. Visit WPS office software and grab the desired templates for free.

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