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

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

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

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

There are five key steps to writing a literature review:

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

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

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Table of contents

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

  • Quick Run-through
  • Step 1 & 2

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

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

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

Literature review guide

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See an example

what is literature survey meaning

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

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

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

Download Word doc Download Google doc

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

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

Make a list of keywords

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

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

Search for relevant sources

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

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

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

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

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

For each publication, ask yourself:

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

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

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

Take notes and cite your sources

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

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

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

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

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

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

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

Chronological

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

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

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

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

Methodological

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

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

Theoretical

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

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

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

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

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

As you write, you can follow these tips:

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

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

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

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

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

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

 Statistics

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

Research bias

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

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

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

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

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

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

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

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

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

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Literature Review versus Literature Survey. What is the difference?

I have read several articles about literature reviews. At the same time I found some guides about literature surveys . I am confused... how is a literature survey different from a literature review? What is the standard procedure to conduct a literature survey without making it a literature review?

  • research-process
  • literature-review
  • literature-search

eykanal's user avatar

  • 2 Welcome to Academia.SE. You have a couple of different questions in your post. We encourage multiple posts for multiple questions. See our tour and help center pages. Your questions about literature surveys and reviews are closely related and match the title. You should make a second post about how to pursue research given your background, since that it unrelated. –  Ben Norris Commented Dec 26, 2013 at 14:11

2 Answers 2

Reviewing the literature relevant to a given field is a standard part of doing research, as this serves to put your work into the context of the larger discipline in which you are working.

If there is an actual difference between the "literature survey" and the "literature review," it's that the latter can serve as a paper in and of itself, and is much more extensive than a literature survey, which is typically a major part of the introduction of a research paper.

The literature review as a standalone article could be compared to a "curated" overview of the literature in the field—who has done what, how do papers relate to one another, and what are the most important present and (possibly) future directions of work in such a field. Such papers can also be considerably longer than a traditional research paper, and some reviews might cite as many as a thousand references!

In comparison, the literature survey of a standard research article is usually much shorter (1-2 journal pages), and will not cite nearly as many papers (anywhere from 10 to 100, depending on the topic and the amount of relevant literature available).

aeismail's user avatar

  • 2 Hi thanks for your comment. But I m still confused. I have seen survey papers are published and I have seen literature review sections in thesis. I mean aren't survey papers related to computer science are literature reviews ? –  Npn Commented Jan 1, 2014 at 14:51
  • 3 In general, "review paper" is much more commonly used than "survey paper." Maybe CS prefers "survey paper," but essentially, there's no substantial difference between them. But every paper includes some sort of synopsis of existing literature; in a review or survey paper, it's the entire paper. –  aeismail Commented Jan 1, 2014 at 15:12
  • Thanks ,I understood that review papers should be read to do a research. –  Npn Commented Jan 1, 2014 at 15:30

Well, I have written couple of survery/review articles published in prestigious journals here , here , and here and hence I think I can give you some hint on this question.

First View: One of the most important things to consider is that, these terms have been used differently in varied academic disciplines and even in some cases they are used interchangeably with negligible differences. Even in CS (my field), the way image processing scholars look at these terms may be different from networking researchers (I once experienced the comments I received from experts in image processing and realize how different they look at the works). So it might not be wrong if consider insignificant differences between these two terms.

What I describe here may be more applicable to CS. There are two different views at these terms that I describe here

Technically a feasible description around these two terms is that in survey works you should review the published papers and analyze, summarize, organize, and present findings in a novel way that can generate an original view to a certain aspect of the domain. For example, if researchers review the available research findings and conclude that electrical cars are emission-free vehicles, another researcher can review the same results and present an argument that building batteries themselves produce huge emission. The second contribution opens door for new research around emission-free production of car batteries. If we consider that survey paper is the result of literature survey, we can use the following definitions from CS journals.

  • According to the definition of survey paper provided by IEEE Communications Surveys & Tutorials journal (one of the best CS journals), " The term survey, as applied here, is defined to mean a survey of the literature. A survey article should provide a comprehensive review of developments in a selected area ".
  • In ACM Computing Survey (another prestigious CS journal), survey paper is described as “A paper that summarizes and organizes recent research results in a novel way that integrates and adds understanding to work in the field. A survey article emphasizes the classification of the existing literature, developing a perspective on the area, and evaluating trends.”
  • In Elsevier journal of Computer Science Review, you will see here 4 that “Critical review of the relevant literature“ is required a component of every typical survey paper.

To summarize, these two terms can be distinguished using following notes (or maybe definitions)

Literature Survey: Is the process of analyzing, summarizing, organizing, and presenting novel conclusions from the results of technical review of large number of recently published scholarly articles. The results of the literature survey can contribute to the body of knowledge when peer-reviewed and published as survey articles

Literature Review: Is the process of technically and critically reviewing published papers to extract technical and scientific metadata from the presented contents. The metadata are usually used during literature survey to technically compare different but relevant works and draw conclusions on weaknesses and strengths of the works.

Second View: The second view over literature survey and review is that in survey, researchers usually utilize the author-provided contents available in the published works to qualitatively analyze and compare them with other related works. While in the former, you should not perform qualitative analysis. Rather it should be quantitative meaning that every research work under study should be implemented and benchmarked under certain criteria. The results of this benchmarking study can be used to compare them together and criticize or appreciate the works.

So basically you can look at current literature and find which approach is dominating in your field. Hope it helps. I try to revise it if I came a cross other points or useful comments here.

Community's user avatar

  • 3 Up vote for Comprehensive answer. –  user3135645 Commented Dec 28, 2013 at 5:57
  • 3 Nice answer (+1). I agree with you that the difference between the two terms is non-essential and preference in terminology depends mostly on the research discipline (field) and journal editors' preferences. Having said that, your distinction between the terms seems artificial, meaning that I don't see core logic that prevents applying both definitions to the opposite terms (unless I've missed some points). Also, I wanted to add that more accurate definitions should mention that literature survey or literature review is each both a process and an artifact , resulting from that process. –  Aleksandr Blekh Commented May 8, 2015 at 3:50

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what is literature survey meaning

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

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

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

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

There are five key steps to writing a literature review:

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

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

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Table of contents

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

  • Quick Run-through
  • Step 1 & 2

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

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

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

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

Literature review guide

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what is literature survey meaning

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

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

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

Download Word doc Download Google doc

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

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

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

Make a list of keywords

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

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

Search for relevant sources

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

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

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

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

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

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

For each publication, ask yourself:

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

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

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

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

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

Take notes and cite your sources

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

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

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

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

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

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

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

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

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

Chronological

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

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

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

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

Methodological

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

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

Theoretical

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

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

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

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

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

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

As you write, make sure to follow these tips:

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

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

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

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

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

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

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

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

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

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What is a Literature Review? How to Write It (with Examples)

literature review

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

Table of Contents

  • What is the purpose of literature review? 
  • a. Habitat Loss and Species Extinction: 
  • b. Range Shifts and Phenological Changes: 
  • c. Ocean Acidification and Coral Reefs: 
  • d. Adaptive Strategies and Conservation Efforts: 

How to write a good literature review 

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

What is a literature review?

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

what is literature survey meaning

What is the purpose of literature review?

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

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

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

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

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

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

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

Literature review example

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

Literature Review on Climate Change Impacts on Biodiversity:

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

a. Habitat Loss and Species Extinction:

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

b. Range Shifts and Phenological Changes:

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

c. Ocean Acidification and Coral Reefs:

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

d. Adaptive Strategies and Conservation Efforts:

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

what is literature survey meaning

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

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

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

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

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

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

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

what is a literature review

Conducting a literature review

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

Choose a Topic and Define the Research Question:

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

Decide on the Scope of Your Review:

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

Select Databases for Searches:

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

Conduct Searches and Keep Track:

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

Review the Literature:

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

Organize and Write Your Literature Review:

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

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

How to write a literature review faster with Paperpal?

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

Here’s how to use the Research feature:  

  • Ask a question: Get started with a new document on paperpal.com. Click on the “Research” feature and type your question in plain English. Paperpal will scour over 250 million research articles, including conference papers and preprints, to provide you with accurate insights and citations. 
  • Review and Save: Paperpal summarizes the information, while citing sources and listing relevant reads. You can quickly scan the results to identify relevant references and save these directly to your built-in citations library for later access. 
  • Cite with Confidence: Paperpal makes it easy to incorporate relevant citations and references into your writing, ensuring your arguments are well-supported by credible sources. This translates to a polished, well-researched literature review. 

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

Frequently asked questions

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

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

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

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

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

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

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

 Annotated Bibliography Literature Review 
Purpose List of citations of books, articles, and other sources with a brief description (annotation) of each source. Comprehensive and critical analysis of existing literature on a specific topic. 
Focus Summary and evaluation of each source, including its relevance, methodology, and key findings. Provides an overview of the current state of knowledge on a particular subject and identifies gaps, trends, and patterns in existing literature. 
Structure Each citation is followed by a concise paragraph (annotation) that describes the source’s content, methodology, and its contribution to the topic. The literature review is organized thematically or chronologically and involves a synthesis of the findings from different sources to build a narrative or argument. 
Length Typically 100-200 words Length of literature review ranges from a few pages to several chapters 
Independence Each source is treated separately, with less emphasis on synthesizing the information across sources. The writer synthesizes information from multiple sources to present a cohesive overview of the topic. 

References 

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

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

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

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

What are Literature Reviews?

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

Goals of Literature Reviews

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

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

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

What kinds of sources require a Literature Review?

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

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

Types of Literature Reviews

What kinds of literature reviews are written?

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

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

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

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

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

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

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

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

Literature Reviews in the Health Sciences

  • UConn Health subject guide on systematic reviews Explanation of the different review types used in health sciences literature as well as tools to help you find the right review type
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Research Methods

  • Getting Started
  • Literature Review Research
  • Research Design
  • Research Design By Discipline
  • SAGE Research Methods
  • Teaching with SAGE Research Methods

Literature Review

  • What is a Literature Review?
  • What is NOT a Literature Review?
  • Purposes of a Literature Review
  • Types of Literature Reviews
  • Literature Reviews vs. Systematic Reviews
  • Systematic vs. Meta-Analysis

Literature Review  is a comprehensive survey of the works published in a particular field of study or line of research, usually over a specific period of time, in the form of an in-depth, critical bibliographic essay or annotated list in which attention is drawn to the most significant works.

Also, we can define a literature review as the collected body of scholarly works related to a topic:

  • Summarizes and analyzes previous research relevant to a topic
  • Includes scholarly books and articles published in academic journals
  • Can be an specific scholarly paper or a section in a research paper

The objective of a Literature Review is to find previous published scholarly works relevant to an specific topic

  • Help gather ideas or information
  • Keep up to date in current trends and findings
  • Help develop new questions

A literature review is important because it:

  • Explains the background of research on a topic.
  • Demonstrates why a topic is significant to a subject area.
  • Helps focus your own research questions or problems
  • Discovers relationships between research studies/ideas.
  • Suggests unexplored ideas or populations
  • Identifies major themes, concepts, and researchers on a topic.
  • Tests assumptions; may help counter preconceived ideas and remove unconscious bias.
  • Identifies critical gaps, points of disagreement, or potentially flawed methodology or theoretical approaches.
  • Indicates potential directions for future research.

All content in this section is from Literature Review Research from Old Dominion University 

Keep in mind the following, a literature review is NOT:

Not an essay 

Not an annotated bibliography  in which you summarize each article that you have reviewed.  A literature review goes beyond basic summarizing to focus on the critical analysis of the reviewed works and their relationship to your research question.

Not a research paper   where you select resources to support one side of an issue versus another.  A lit review should explain and consider all sides of an argument in order to avoid bias, and areas of agreement and disagreement should be highlighted.

A literature review serves several purposes. For example, it

  • provides thorough knowledge of previous studies; introduces seminal works.
  • helps focus one’s own research topic.
  • identifies a conceptual framework for one’s own research questions or problems; indicates potential directions for future research.
  • suggests previously unused or underused methodologies, designs, quantitative and qualitative strategies.
  • identifies gaps in previous studies; identifies flawed methodologies and/or theoretical approaches; avoids replication of mistakes.
  • helps the researcher avoid repetition of earlier research.
  • suggests unexplored populations.
  • determines whether past studies agree or disagree; identifies controversy in the literature.
  • tests assumptions; may help counter preconceived ideas and remove unconscious bias.

As Kennedy (2007) notes*, it is important to think of knowledge in a given field as consisting of three layers. First, there are the primary studies that researchers conduct and publish. Second are the reviews of those studies that summarize and offer new interpretations built from and often extending beyond the original studies. Third, there are the perceptions, conclusions, opinion, and interpretations that are shared informally that become part of the lore of field. In composing a literature review, it is important to note that it is often this third layer of knowledge that is cited as "true" even though it often has only a loose relationship to the primary studies and secondary literature reviews.

Given this, while literature reviews are designed to provide an overview and synthesis of pertinent sources you have explored, there are several approaches to how they can be done, depending upon the type of analysis underpinning your study. Listed below are definitions of types of literature reviews:

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

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

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

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

Systematic Review      This form consists of an overview of existing evidence pertinent to a clearly formulated research question, which uses pre-specified and standardized methods to identify and critically appraise relevant research, and to collect, report, and analyse data from the studies that are included in the review. Typically it focuses on a very specific empirical question, often posed in a cause-and-effect form, such as "To what extent does A contribute to B?"

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

* Kennedy, Mary M. "Defining a Literature."  Educational Researcher  36 (April 2007): 139-147.

All content in this section is from The Literature Review created by Dr. Robert Larabee USC

Robinson, P. and Lowe, J. (2015),  Literature reviews vs systematic reviews.  Australian and New Zealand Journal of Public Health, 39: 103-103. doi: 10.1111/1753-6405.12393

what is literature survey meaning

What's in the name? The difference between a Systematic Review and a Literature Review, and why it matters . By Lynn Kysh from University of Southern California

what is literature survey meaning

Systematic review or meta-analysis?

A  systematic review  answers a defined research question by collecting and summarizing all empirical evidence that fits pre-specified eligibility criteria.

A  meta-analysis  is the use of statistical methods to summarize the results of these studies.

Systematic reviews, just like other research articles, can be of varying quality. They are a significant piece of work (the Centre for Reviews and Dissemination at York estimates that a team will take 9-24 months), and to be useful to other researchers and practitioners they should have:

  • clearly stated objectives with pre-defined eligibility criteria for studies
  • explicit, reproducible methodology
  • a systematic search that attempts to identify all studies
  • assessment of the validity of the findings of the included studies (e.g. risk of bias)
  • systematic presentation, and synthesis, of the characteristics and findings of the included studies

Not all systematic reviews contain meta-analysis. 

Meta-analysis is the use of statistical methods to summarize the results of independent studies. By combining information from all relevant studies, meta-analysis can provide more precise estimates of the effects of health care than those derived from the individual studies included within a review.  More information on meta-analyses can be found in  Cochrane Handbook, Chapter 9 .

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

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

Some of the content in this section is from Systematic reviews and meta-analyses: step by step guide created by Kate McAllister.

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Literature Reviews

What is a literature review.

  • Getting Started
  • Searching the Literature
  • How to Read Scholarly Studies
  • Managing Your Results
  • Assembling Your Review

Jump to Section

  • Selecting a Topic & Scope
  • Identify Keywords to Use in Searching
  • Finding Articles
  • Reading, Note-taking, and Organization
  • Citation Management

Writing Assistance for Literature Reviews

Introduction.

This guide was designed to explain how to create a literature review step by step. If you have any questions about the content of this guide or would simply like one-on-one help please use the button below to make an appointment with one of the library's research librarians.

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A literature review is a very specific type of academic project. It is not an annotated bibliography. It isn't a research paper. It isn't a comprehensive list of everything ever published on a certain topic. 

A literature review is a and of the

about a subject area, issue, theory or research question. 

Literature reviews are not created to produce new insights. They are written to explore and explain the literature on the topic or issue. 

One of the most important functions of a literature review is to lay the groundwork, provide background and context, for a larger research project such as a Masters thesis or PhD dissertation. Literature reviews often come at the start of scholarly journal articles. In the social sciences and natural sciences, a literature review comprises a section of a scholarly journal article.

Professors in research methods courses often assign standalone literature reviews so that students develop skills in searching, analyzing and organizing scholarly literature in a particular field. 

1. Selecting a Topic & Scope

The first step in any literature review is to identify a topic or subject area you wish to explore, and then setting some parameters to find the scope of your review.

One of the best decisions you can make is to choose a topic you find interesting. This will make the process of reading and synthesizing scholarly literature much more enjoyable. 

You also need to make sure you select a subject area that has already been researched . It will not be possible to locate sufficient existing literature on a brand new discovery or current event that is being written about in the news right now. It needs to be a well-established research area with existing studies you can review, organize and analyze. Some professors require you to find a topic that has 'not been researched before'. In that case, they don't mean an entire broad topic that hasn't been researched; instead, you'll want to find a sliver of a broad topic that hasn't been researched before. This is where narrowing your topic and finding parameters becomes very important. You may need to do some background reading on several different topics to find one that works, if your professor is having you do a standalone literature review as part of a research methods course.

Ways of Narrowing a Broad topic

By population:

By location:

By time period

For example:

Broad topic: ADHD treatments

Narrowed question: How can neurofeedback be used in threating elementary school-aged children?

Publication Dates

The scope of your review will be a part of refining your topic area or research question. In some disciplines, medicine and health science for example, the publication date of your sources may be extremely important. So, to avoid including outdated clinical recommendations, you may want to limit your review to only the most recent research out there. For other topics, say history or literature, publication date may not be as important - and scholarly research from 20, 30, even 50 years ago may still be relevant and useful today. So it's good idea to consider setting some date ranges for your search, it that is important to your topic.

Whatever your topic area turns out to be, framing the boundaries of your research question ahead of time will make searching and selecting appropriate articles that much easier. 

2. Identify Keywords to Use in Searching

Once you have defined a suitable topic or research question for your review, you will need to create a list of keywords that you will use to search for appropriate studies to include in your review. You will be doing searches through several different databases, Google scholar, or publisher platforms and the terminology used in each may vary. It is especially important to have a good variety of search terms that you can combine in different ways. This will ensure you gather the most relevant sources that cover your topic thoroughly. 

Remember to continue to gather and change your keywords as you read more about your topic!

To start, list synonyms and phrases that have to do with the main words of a research topic:

Example: Is neurofeedback useful in the treatment of ADHD in children?

neurofeedback ADHD children
neurotherapy attention deficit disorder young children
EEG biofeedback attention deficit hyperactivity adolescents
  disorder school aged children

Now, let's consider the word "useful" in this example topic. What is meant by "useful"? The word itself will not be helpful while searching. Instead, think about what might be useful  in terms of treatment of a child with ADHD. Think about benefits and outcomes and brainstorm a list of words:

attention span
academic performance
school performance
behavioral effects or improvement
self regulation
test performance
task performance
clinical benefit

3. Finding Articles

Using research guides to find subject specific databases.

For more focused searching of the literature of just one discipline, head over to the Research Guides section of our website. We have  Subject Guides   for all disciplines represented at UTC. Find the subject guide that has most to do with your topic, for example, if you are writing about politics, you'd choose Political Science and Public Service guide. Writing about K-12 schools? Choose Education. Each Subject Guide was created by UTC Librarians and has links to a variety of resources that you have access to.

The databases listed are smaller, specialized search engines that mainly retrieve scholarly articles. You will usually find smaller sets of results for each search you do, but those results will be from a subset of very focused resources.

Subject specific databases are searchable by keywords just like Quick Search. An example is shown in the screenshot below of the APA PsycINFO database using the keywords "neurofeedback therapy" AND "ADHD in children":

APA PsycInfo Database Search:

Example of APA PsycINFO database search screen filled in with keywords "neurofeedback therapy" and "ADHD in Children"

Using the Quick Search

Quick Search is the main search box located in the center of the Library home page. It covers all formats within our collection (physical and electronic, books, films, articles and more).and all subject areas. It is an excellent tool for locating and accessing scholarly content using keyword searches. Below is an example of how to enter your keywords for an effective search, for our sample topic we typed the words "neurofeedback ADHD children behavior problems":

An example of the library's Quick search box using keywords: neurofeedback ADHD children behavior issues for keywords

Quick Search has filters  to narrow to just peer reviewed if you'd like, or you can narrow to a specific format like articles, books, or ebooks. You can also narrow by date. Look for the filters on the left sidebar after you run a search. 

As you browse results. you will notice links below each article that allow you to read the full text on the publisher website. If you decide you would like to use the article in your lit review, download the entire PDF to your device for later use. 

Example search result from library's Quick Search. Highlights finding the PDF full text link.

Using Google Scholar

Click the  Databases button (just below the Quick Search box on library's homepage) and look for Google Scholar under Multisubject Databases. Using Google Scholar through the UTC Library links our library subscriptions to your Google Scholar search results- which allows you to see articles with no paywalls if we have access! 

Google Scholar search results example, highlighting the Get it @UTC button that comes up on the right of the search results. If you see Get it @UTC, use that button to get full access to the article.

4. Reading, Note-taking, and Organization

1. review the how to read a scholarly article guide.

  • Learn about common sections in science and social science articles
  • Strategies and tips for reading start by reading the entire Abstract, and feel free to jump down to Discussion to decide if an article should be included in your paper

2. Save yourself time with good note-taking

As you read each study, take notes about the most important findings, key concepts, debates or areas of controversy and common themes you see. These notes will inform how you approach organizing and writing your literature review.

To keep organized, UTC Librarians recommend using a literature review matrix, or spreadsheet, to keep track of the articles you find as you go.  Add columns for the citation (including the URL of the article), and once you read it, track the authors' research question, methods, findings and themes. Importantly, keep track of notes and quotes as you go, and the page numbers you got them from. You will see themes or facts emerge as you read more and more articles. 

Here's an example Literature Review Matrix for you to view. Download a sample matrix as an Excel file and edit with your own sources.

3. Some ideas on how to compile an outline for your review:

After reading and taking notes on the sources you are including in your literature review, you will probably be able to identify common themes or threads that appear throughout. These recurring threads or themes can be very useful in creating a narrative framework for your review to make it easier for your readers to understand what literature exists, what has been learned, and why it is significant. Using our example of Neurofeedback Therapy for Children with ADHD, we might decide to organize our results something like this:

History of neurofeedback therapy, neurofeedback alone for ADHD, Neurofeedback and mediation intervention for ADHD, positive outcomes and prospects for future research

Other questions you might ask yourself as you decide how to outline your literature review: 

  • What are the major claims being made about the topic? (There may be several)
  • What significant data exists to support / explain the claims?
  • Are there connections between the claims / concepts / evidence?
  • Are there controversies in the literature? 
  • Are there knowledge gaps that have yet to be explored? 

5. Citation Management

For smaller literature review projects, simply keeping a list of your references in Word or Google Docs is probably fine. But for longer projects, or those that are going to form the basis for a thesis or dissertation, many students choose to use citation management software to keep track of, organize, and format their references. The UTC Library supports two main citation management options: Zotero and EndNote. 

Zotero is an open source tool provided by Google. It works well with Chrome and Google Docs and has a really nice, easy to use Chrome extension that allows you to seamlessly add references and full text PDFs to your reference "library" as you do your research. The Library has a guide page that walks you through the basics of downloading, configuring and using Zotero. Visit the link below to get started. 

Zotero Guide Page

EndNote is a very powerful software package with lots of advanced features. It is produced by a commercial publisher and the Library pays a subscription fee to offer it to our students and faculty. It comes in two versions: desktop and cloud-based. (The two versions work together to provide seamless access and redundancy no matter where you are). EndNote can be very labor intensive to configure and use at the beginning, but it offers hundreds of citation styles (most major journals, academic associations and scholarly publishers) and works very well for longer, more complex projects with many references and citations. It integrates really well with Microsoft Word but does not work as well with Google Docs. The Library has basic information on its website about how to download and set up EndNote, but in order to learn it effectively, a workshop or librarian consultation is usually required. Our EndNote information is found a the link below:

EndNote Help Page

The UTC Library is home to a full-service Writing and Communication Center with tutors available to assist you with writing projects at any stage - from outline, to draft, to final manuscript. The WCC has it's own section of the UTC Library website. Check out the link below to learn more about the services they offer and how to go about scheduling an appointment.

UTC Writing and Communication Center

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Literature review.

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

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

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

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

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Understanding the Role of a Literature Survey in Project Reports: An Example

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  • December 26, 2023

what is literature survey meaning

When IT comes to writing a project report, one crucial element that often gets overlooked is the literature survey. A literature survey is an essential part of any project report, as IT provides a comprehensive overview of the existing research and literature relevant to the topic of the project. In this article, we will explore the importance of a literature survey in project reports and provide an example to illustrate its role in a real-world scenario.

The Role of a Literature Survey

A literature survey serves several important purposes in a project report. IT helps the author of the report to:

  • Gain a thorough understanding of the existing research and literature related to the project topic
  • Identify gaps in the current body of knowledge
  • Build on existing research and avoid duplicating previous work
  • Support the arguments and conclusions made in the project report

By conducting a literature survey, the author can ensure that their project report is well-informed and contributes to the ongoing discourse in the field. IT also demonstrates a level of intellectual rigor and academic integrity.

An Example of a Literature Survey

Let’s consider a hypothetical project on the impact of social media on mental health among teenagers. To conduct a literature survey for this project, the author would start by searching academic databases, journals, and other relevant sources for existing research on the topic. They may find studies that examine the relationship between social media use and adolescent mental health, as well as interventions aimed at mitigating any negative effects.

After gathering a substantial number of relevant sources, the author would then analyze and synthesize the information to identify common themes, conflicting findings, and areas where further research is needed. This process would inform the discussion and conclusions of the project report, allowing the author to make evidence-based recommendations and contribute to the existing body of knowledge on the subject.

In conclusion, a literature survey plays a crucial role in project reports by providing a comprehensive overview of existing research and literature related to the topic. IT helps the author to build on existing knowledge, identify gaps in the current literature, and support their arguments and conclusions. By conducting a thorough literature survey, the author can ensure that their project report is well-informed, credible, and contributes to the ongoing discourse in the field.

What is a literature survey?

A literature survey is a comprehensive overview of existing research and literature related to a particular topic. IT helps the author of a project report to gain a thorough understanding of the current body of knowledge and identify gaps in the literature.

Why is a literature survey important in project reports?

A literature survey is important in project reports as IT helps the author to build on existing research, avoid duplicating previous work, and support their arguments and conclusions with evidence from the literature.

How can I conduct a literature survey for my project report?

To conduct a literature survey, start by searching academic databases, journals, and other relevant sources for existing research on your project topic. Analyze and synthesize the information to identify common themes, conflicting findings, and areas where further research is needed.

By understanding the role of a literature survey in project reports and following best practices for conducting one, you can ensure that your project report is well-informed, credible, and contributes to the ongoing discourse in your field.

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Grad Coach

What Is A Literature Review?

A plain-language explainer (with examples).

By:  Derek Jansen (MBA) & Kerryn Warren (PhD) | June 2020 (Updated May 2023)

If you’re faced with writing a dissertation or thesis, chances are you’ve encountered the term “literature review” . If you’re on this page, you’re probably not 100% what the literature review is all about. The good news is that you’ve come to the right place.

Literature Review 101

  • What (exactly) is a literature review
  • What’s the purpose of the literature review chapter
  • How to find high-quality resources
  • How to structure your literature review chapter
  • Example of an actual literature review

What is a literature review?

The word “literature review” can refer to two related things that are part of the broader literature review process. The first is the task of  reviewing the literature  – i.e. sourcing and reading through the existing research relating to your research topic. The second is the  actual chapter  that you write up in your dissertation, thesis or research project. Let’s look at each of them:

Reviewing the literature

The first step of any literature review is to hunt down and  read through the existing research  that’s relevant to your research topic. To do this, you’ll use a combination of tools (we’ll discuss some of these later) to find journal articles, books, ebooks, research reports, dissertations, theses and any other credible sources of information that relate to your topic. You’ll then  summarise and catalogue these  for easy reference when you write up your literature review chapter. 

The literature review chapter

The second step of the literature review is to write the actual literature review chapter (this is usually the second chapter in a typical dissertation or thesis structure ). At the simplest level, the literature review chapter is an  overview of the key literature  that’s relevant to your research topic. This chapter should provide a smooth-flowing discussion of what research has already been done, what is known, what is unknown and what is contested in relation to your research topic. So, you can think of it as an  integrated review of the state of knowledge  around your research topic. 

Starting point for the literature review

What’s the purpose of a literature review?

The literature review chapter has a few important functions within your dissertation, thesis or research project. Let’s take a look at these:

Purpose #1 – Demonstrate your topic knowledge

The first function of the literature review chapter is, quite simply, to show the reader (or marker) that you  know what you’re talking about . In other words, a good literature review chapter demonstrates that you’ve read the relevant existing research and understand what’s going on – who’s said what, what’s agreed upon, disagreed upon and so on. This needs to be  more than just a summary  of who said what – it needs to integrate the existing research to  show how it all fits together  and what’s missing (which leads us to purpose #2, next). 

Purpose #2 – Reveal the research gap that you’ll fill

The second function of the literature review chapter is to  show what’s currently missing  from the existing research, to lay the foundation for your own research topic. In other words, your literature review chapter needs to show that there are currently “missing pieces” in terms of the bigger puzzle, and that  your study will fill one of those research gaps . By doing this, you are showing that your research topic is original and will help contribute to the body of knowledge. In other words, the literature review helps justify your research topic.  

Purpose #3 – Lay the foundation for your conceptual framework

The third function of the literature review is to form the  basis for a conceptual framework . Not every research topic will necessarily have a conceptual framework, but if your topic does require one, it needs to be rooted in your literature review. 

For example, let’s say your research aims to identify the drivers of a certain outcome – the factors which contribute to burnout in office workers. In this case, you’d likely develop a conceptual framework which details the potential factors (e.g. long hours, excessive stress, etc), as well as the outcome (burnout). Those factors would need to emerge from the literature review chapter – they can’t just come from your gut! 

So, in this case, the literature review chapter would uncover each of the potential factors (based on previous studies about burnout), which would then be modelled into a framework. 

Purpose #4 – To inform your methodology

The fourth function of the literature review is to  inform the choice of methodology  for your own research. As we’ve  discussed on the Grad Coach blog , your choice of methodology will be heavily influenced by your research aims, objectives and questions . Given that you’ll be reviewing studies covering a topic close to yours, it makes sense that you could learn a lot from their (well-considered) methodologies.

So, when you’re reviewing the literature, you’ll need to  pay close attention to the research design , methodology and methods used in similar studies, and use these to inform your methodology. Quite often, you’ll be able to  “borrow” from previous studies . This is especially true for quantitative studies , as you can use previously tried and tested measures and scales. 

Free Webinar: Literature Review 101

How do I find articles for my literature review?

Finding quality journal articles is essential to crafting a rock-solid literature review. As you probably already know, not all research is created equally, and so you need to make sure that your literature review is  built on credible research . 

We could write an entire post on how to find quality literature (actually, we have ), but a good starting point is Google Scholar . Google Scholar is essentially the academic equivalent of Google, using Google’s powerful search capabilities to find relevant journal articles and reports. It certainly doesn’t cover every possible resource, but it’s a very useful way to get started on your literature review journey, as it will very quickly give you a good indication of what the  most popular pieces of research  are in your field.

One downside of Google Scholar is that it’s merely a search engine – that is, it lists the articles, but oftentimes  it doesn’t host the articles . So you’ll often hit a paywall when clicking through to journal websites. 

Thankfully, your university should provide you with access to their library, so you can find the article titles using Google Scholar and then search for them by name in your university’s online library. Your university may also provide you with access to  ResearchGate , which is another great source for existing research. 

Remember, the correct search keywords will be super important to get the right information from the start. So, pay close attention to the keywords used in the journal articles you read and use those keywords to search for more articles. If you can’t find a spoon in the kitchen, you haven’t looked in the right drawer. 

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what is literature survey meaning

How should I structure my literature review?

Unfortunately, there’s no generic universal answer for this one. The structure of your literature review will depend largely on your topic area and your research aims and objectives.

You could potentially structure your literature review chapter according to theme, group, variables , chronologically or per concepts in your field of research. We explain the main approaches to structuring your literature review here . You can also download a copy of our free literature review template to help you establish an initial structure.

In general, it’s also a good idea to start wide (i.e. the big-picture-level) and then narrow down, ending your literature review close to your research questions . However, there’s no universal one “right way” to structure your literature review. The most important thing is not to discuss your sources one after the other like a list – as we touched on earlier, your literature review needs to synthesise the research , not summarise it .

Ultimately, you need to craft your literature review so that it conveys the most important information effectively – it needs to tell a logical story in a digestible way. It’s no use starting off with highly technical terms and then only explaining what these terms mean later. Always assume your reader is not a subject matter expert and hold their hand through a journe y of the literature while keeping the functions of the literature review chapter (which we discussed earlier) front of mind.

A good literature review should synthesise the existing research in relation to the research aims, not simply summarise it.

Example of a literature review

In the video below, we walk you through a high-quality literature review from a dissertation that earned full distinction. This will give you a clearer view of what a strong literature review looks like in practice and hopefully provide some inspiration for your own. 

Wrapping Up

In this post, we’ve (hopefully) answered the question, “ what is a literature review? “. We’ve also considered the purpose and functions of the literature review, as well as how to find literature and how to structure the literature review chapter. If you’re keen to learn more, check out the literature review section of the Grad Coach blog , as well as our detailed video post covering how to write a literature review . 

Literature Review Course

Psst… there’s more!

This post is an extract from our bestselling short course, Literature Review Bootcamp . If you want to work smart, you don't want to miss this .

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16 Comments

BECKY NAMULI

Thanks for this review. It narrates what’s not been taught as tutors are always in a early to finish their classes.

Derek Jansen

Thanks for the kind words, Becky. Good luck with your literature review 🙂

ELaine

This website is amazing, it really helps break everything down. Thank you, I would have been lost without it.

Timothy T. Chol

This is review is amazing. I benefited from it a lot and hope others visiting this website will benefit too.

Timothy T. Chol [email protected]

Tahir

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Rosalind Whitworth

This was so useful. Thank you so much.

hassan sakaba

Hi, Concept was explained nicely by both of you. Thanks a lot for sharing it. It will surely help research scholars to start their Research Journey.

Susan

The review is really helpful to me especially during this period of covid-19 pandemic when most universities in my country only offer online classes. Great stuff

Mohamed

Great Brief Explanation, thanks

Mayoga Patrick

So helpful to me as a student

Amr E. Hassabo

GradCoach is a fantastic site with brilliant and modern minds behind it.. I spent weeks decoding the substantial academic Jargon and grounding my initial steps on the research process, which could be shortened to a couple of days through the Gradcoach. Thanks again!

S. H Bawa

This is an amazing talk. I paved way for myself as a researcher. Thank you GradCoach!

Carol

Well-presented overview of the literature!

Philippa A Becker

This was brilliant. So clear. Thank you

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Introduction to Literature Review

If you cannot access the above video, you can watch it here

What is a Literature Review

  The purpose of an academic research paper is to express and document an original idea. Literature Review is one part of that process of writing a research paper. In a research paper, you use the literature as a starting point, a building block and as evidence of a new insight. The goal of the literature review is only to summarize and synthesize the arguments and ideas of others. You should not present your original idea.

The reading that you do as part of a literature review will answer one of two questions:

“What do we know about the subject of our study?” “Based on what we know, what conclusions can we draw about the research question?”

Notice that the conclusions to be drawn are about the research question , as opposed to a novel theory. 

The types of conclusions about your research question that you want to discover are: ❖ gaps in the knowledge on a subject area ❖ questions about your topic that remain unanswered ❖ areas of disagreement in your subject area that need to be settled.

Purpose of Literature Review?

There are a number of differing descriptions of the purpose of a literature review. Primarily it is a tool for

❖ researching the history of scholarly publication on a topic

❖ becoming aware of the scholarly debate within a topic

❖  a summary or restatement of conclusions from research which has been published

❖ synthesis or recombining, comparing and contrasting, the ideas of others.

❖ evaluate sources

❖ search for gaps

A literature review provides a comprehensive overview of a topic , supporting the fundamental purpose of a research paper, which is to present a new point of view or insight on a topic. The literature review supports the new insight. It does not present or argue for it.

Structure of Literature Review

  • Choose a topic
  • Find research
  • Organize sources/notetaking
  • Evaluate Sources
  • Synthesize: think of this phase as a narrative . 

There are various ways of organizing the literature review process- if one of these seems closer to your purpose, try it out.

Different Types of Literature Sources

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Conduct a literature review

What is a literature review.

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

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

How do I write a literature review?

Step 1: define your research scope.

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

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

Step 2: Identify the literature

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

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

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

Step 3: Critically analyze the literature

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

Step 4: Categorize your resources

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

  • methodology
  • theoretical/philosophical approach

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

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

Additional resources

Undergraduate student resources.

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

Graduate student and faculty resources

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

Jyväskylän yliopisto

Literary survey.

What is Literature Survey and Literature Review

What is Literature Survey: A survey of related literature refers to a study done before or after selecting a research problem to know about the previous research work, ideas, theories, procedures, techniques, problems occurring during the research, etc. Is done for

What is Literature Survey

Table of Contents

The survey of related literature is done mainly in two ways

1. Preliminary Survey of the Literature

A preliminary literature survey is carried out for selecting and defining the research problem before starting the research work. A major objective of this literature survey is to find out the helpful resources in further research.

2. Broad Survey of the Literature

A comprehensive literature survey is a phase of the research process. In it, related literature is widely studied. A comprehensive survey of the related literature is done before formulating the format of research and compiling data/facts.

What is a Literature Review?

Could you describe in detail its various elements?

In the literature review, the word review is made up of two words – re and observation. Observation means investigation. Under literature review, we study any pre-existing literature or research journal related to our research topic.

We study how much work has been done in the field we have chosen and what kind of work has been done, what is the new trade of research, etc. In any research, we can describe the main reason behind reviewing the literature in the following way: –

1. To Find the Knowledge Gap

While there are many reasons for reviewing the literature, the first and foremost reasons are finding the knowledge gap. Finding a knowledge gap means that what work has been done in that area, work in which field is still pending.

If we start our research without reviewing the literature correctly, maybe someone else has already done the work we do today. This work will be repeated on this, so it is very important to review the literature to find research problems in research work.

2. Define Concept

Only by reviewing the literature can we understand our concept correctly and give a new concept to ourselves. We can know whether any work has been done on the problem we have chosen by reviewing the literature.

If any work has been done on him, then by what method? After studying this, we can choose which method will be easier for me to choose for my research.

During the literature review, we study what has been done in that area before and how our research will prove useful in that area, that is, our research knowledge gap. How will it be filled? With the help of a literature overview, we determine our research limits.

When reviewing the literature for our research, the biggest question that arises is how long we will review the literature backward.

A standard measure for this is that when reviewing literature for Master’s, then we review the literature of the last ten years, and for Ph.D., we should also review earlier literature.

Also Read: Which is the Oldest Language in the World

Elements of Literature Review

Title:  The main work of the title is that the reader should see the title to understand whether it needs to be read or not. The main useful element is known in the title. Let it be known from the head that it is a review of something. The title should be as short as possible, about eight to twelve words. The words used in the title should not be ambiguous.

List of authors: Under the list of authors, we give the name of the authors. If the number of authors is more than one, then we write the authors’ names as a list.

Summary:  Under it, write a summary of the evaluation. We use the present tense to write a summary. Laws and materials are written in the past, and conclusions are written in the past. We keep the length of the summary from 200 to 250 words.

Table of Contents:  A table of contents is prepared for the written preview, which shows what topics have been discussed in this preview.

Introduction:  In the introduction section of the literature preview, there is a discussion about the context, what is being reviewed about it. It consists mainly of three elements –

Subject Background:  It discusses the historical and general matters of the research topic.

Problems:  Under Problems, the research discusses the problems. The problem for which research is being done.

Motivation / Authenticity:  It discusses where the motivation to do this research came from.

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  • Open access
  • Published: 17 June 2024

Families’ importance in nursing care–families’ opinions: a cross-sectional survey study in the homecare setting

  • Josien M. Woldring 1 , 2 ,
  • Wolter Paans 1 , 3 ,
  • Reinold Gans 2 ,
  • Laura Dorland 4 &
  • Marie Louise Luttik 1  

Archives of Public Health volume  82 , Article number:  87 ( 2024 ) Cite this article

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Informal care is an essential part of support provided in the homecare setting. To ensure effective healthcare provision, good communication and collaboration between informal and formal care providers are crucial. To achieve this aim, it is necessary to have a clear understanding of the perspectives of all stakeholders. In the scientific literature, limited knowledge is available regarding family members’ opinions about their involvement in care. To date, no instruments have been developed that accurately measure these opinions. This study aims to elucidate the opinions of family members about their involvement in nursing care.

A cross-sectional survey approach was employed. The methodological steps in this study were (1) convert the Families’ Importance in Nursing Care–Nurses’ Attitudes (FINC-NA) from a nurses’ perspective to a family perspective and thus develop the Families’ Importance in Nursing Care–Families’ Opinions (FINC-FO) and (2) measure families’ opinions regarding their involvement in home nursing care. The questionnaire was sent to 3,800 patients with activated patient portals, which accounts for about 17% of the total patient base. Responses were received from 1,339 family members, a response rate of 35%.

The developed FINC-FO questionnaire showed homogeneity and internal consistency. The results of the questionnaire indicate that family members consider it important to be involved in care and that they wish to be acknowledged as participants in discussions about care (planning) but are less inclined to actively participate in the provision of care by nurses. Family members expressed less explicit opinions about their own support needs. Factors such as level of education, type of partnership, and amount of care provided are seemingly associated with these opinions.

Conclusions

Family members in the homecare setting wish to be involved in discussions about care (planning). The transition in care from primarily formal to more informal care necessitates an awareness and clear definition—on part of both healthcare professionals and families—of their respective roles in the provision of care. Communication about wishes, expectations, and the need for support in care is essential to ensure quality of care and that the family can sustain caregiving.

Peer Review reports

• Limited knowledge is available regarding family members’ opinions about their involvement in care, and to date, no instruments have been developed that accurately measure these opinions.

• The developed FINC-FO seems to be a feasible questionnaire to measure families’ opinions about their involvement in nursing care in the home setting.

• This study offers insight into family members’ opinions on their involvement in caregiving and the influencing factors. It underscores the importance for both healthcare professionals and families to cultivate awareness and establish clear definitions of their respective roles in providing care.

Informal family care is an essential aspect of healthcare that involves the provision of support to family members who are ill, disabled, or vulnerable [ 1 ]. Family caregivers (e.g., partner, child, neighbor, friend) are vital for patients’ support and informal care [ 2 , 3 ]. In recent years, the need for support from family caregivers at home has increased due to societal changes, such as the aging population and the decreasing availability of institutionalized professional care for daily support. As a result, vulnerable, dependent elderly people continue to live at home for longer periods but are less able to rely on professional care. These societal changes necessitate an appropriate transition from primarily formal to more informal care. Informal care provided by family benefits patients’ wellbeing; however, it is also associated with a range of practical, physical, and emotional challenges for family members [ 4 , 5 ].

To make this transition of care successful, a need exists for targeted, effective communication that facilitates collaboration between healthcare professionals and informal family caregivers. Healthcare professionals should view family caregivers as partners in the care process to meet patient and family needs [ 6 ]. Earlier research indicates that preparedness for caregiving depends on the support that families receive from healthcare professionals [ 7 ]. To achieve good communication and collaboration between healthcare professionals and family caregivers, it is important to know both families’ and healthcare professionals’ opinions regarding the role of family members in caring for patients. Earlier research further indicates that nurses who generally have positive attitudes toward involving families as partners in patient care are more likely to communicate and collaborate with families [ 8 ]. With the increasing importance of family caregivers at home, it is implicitly expected that in general, family members wish to be involved in care. However, limited research has been conducted on families’ opinions regarding their involvement in direct nursing care and, subsequently, how they prefer to communicate and collaborate with nurses [ 9 ]. Involvement in the care for a family member is likely to be imagined differently by and between family members, which may differ from what is expected by nurses [ 10 , 11 ]. It is thus crucial to understand the opinions of family members regarding their involvement in nursing care and determine whether families’ wishes and expectations align with the principles of care envisioned by nurses. As such, this study aims to explore family members’ opinions regarding their involvement in nursing care for relatives in a homecare setting.

Instruments exploring family members’ opinions regarding their involvement in nursing care are currently lacking. As such, we have adapted the widely used Families’ Importance in Nursing Care–Nurses’ Attitudes (FINC-NA) from a nursing to a family perspective.

The methodological steps employed in this study were to (1) convert FINC-NA from a nursing to a family perspective and thus develop the Families’ Importance in Nursing Care–Families’ Opinions (FINC-FO) and (2) measure families’ opinions regarding their involvement in nursing care at home. A cross-sectional survey approach adhering to the “Strengthening the Reporting of Observational Studies in Epidemiology” guidelines for articles reporting cross-sectional studies was employed [ 12 ].

FINC-NA, a widely used instrument to measure nurses’ attitudes toward the importance of involving families in nursing care [ 13 , 14 ], is based on family systems nursing theory and has been validated in different healthcare settings and countries [ 15 , 16 ]. The study of Hagedoorn et al. (2018) provides an overview of countries that have validated the FINC-NA. Examples of nurses and care settings described in this study are registered nurses in Sweden, psychiatric nurses in Iceland and Taiwan, primary healthcare nurses in Portugal and hospital nurses in Portugal and Australia [ 16 ]. In educational attainment, there are slight variations, but al nurses maintain an educational level comparable to registered nurses.

The FINC-NA comprises four subscales: family as a resource in nursing care , referring to a positive attitude toward families’ presence in nursing care; family as a conversational partner , referring to the acknowledgment of patients’ families as conversational partners; family as a burden , referring to statements of experiencing family as a burden; and family as its own resource , referring to families’ own resources for coping [ 17 ]. Other instruments exist that measure families’ perspectives toward family involvement, but these typically involve a specific context and focus on families’ experiences with care, rather than their opinions about how they want to be involved. As such, we have adapted FINC-NA from a nursing to a family perspective.

Converting the survey items

The FINC-NA questionnaire has undergone translation into Dutch and subsequent psychometric testing. Hagedoorn et al. (2018) details this linguistic validation process, which involved translating the original Swedish questionnaire to Dutch [ 16 ]. This Dutch version of FINC-NA, comprising 26 statements utilizing a 5-point Likert scale, was converted from a nursing to a family perspective, resulting in the Dutch FINC-FO. To remain as close as possible to the original statements of the validated list, initially, only the concept of “nurse” was converted to that of “family” (or vice versa). The statements were subsequently evaluated and adjusted by two researchers (MLL and LD) with expertise in family care, who aimed to maintain the intention of the statements while ensuring that they were also easily understandable and applicable from a family perspective. Most of the adjustments involved the addition of the words “I consider it important…”. Only one item from FINC-NA, on the subscale family as resource in nursing care (“The presence of families gives me a feeling of security”), could not be transferred to a family perspective. As this statement relates to nurses’ emotions and perceptions, it was not considered something that the family could express an opinion on.

The content validity of the FINC-FO items was established by homecare patients and experienced informal caregivers (4 in total) who were members of an official customer council within a homecare organization. The FINC-FO was sent to the council by e-mail. Members of the council were asked to review all 26 statements for clarity and relevance and provided written feedback to the research team. Some statements were assessed as unclear, which could subsequently be resolved by changes in word-order or word-choice. All experts agreed that the statements in the final version of FINC-FO were clear and relevant to examine families’ opinions about their involvement in care at home.

The converted questionnaire resulted in an FINC-FO list comprising 25 statements exploring the four subscales using a 5-point Likert scale (1 = strongly disagree–5 = strongly agree) aligning with the original FINC-NA. Items were presented per subscale, starting with family as a resource in nursing care , with nine items, followed by family as a conversational partner , with eight items, then family as a burden , with four items, and finally family as its own resource , also comprising four items [ 12 ].

Reliability and construct validity

An item-total correlation correcting for overlap was conducted to evaluate the homogeneity and discrimination ability of the items. This correlation should be higher than 0.30 [ 18 ]. Cronbach’s alpha was used as a measure of the internal consistency or reliability of FINC-FO and its subscales. An alpha value of 0.70 or higher is generally considered acceptable, while values of 0.80 or higher are considered excellent [ 18 ]. To analyze the questionnaire’s construct validity, a confirmatory factor analysis was used. Since FINC-FO is based on the theory of FINC-NA, a deductive theory-based approach with the original, pre-specified factor structure of the four constructs was tested. A one-factor analysis per subscale was used to investigate the size of loadings (i.e., the items’ degree of association with the latent factor). Stevens (2002) recommends interpreting factor loadings with absolute values above 0.40 as sufficient [ 19 ].

Sample and setting

FINC-FO was distributed among the family members of patients receiving care from three home healthcare organizations in the northern region of the Netherlands. In the Dutch research context, homecare institutions are defined as organizations that deliver varying levels of care within individuals’ homes, serving to different levels of complexity. These organizations match the complexity of care required with the training and competency level of the healthcare professional, typically categorized by nursing levels. This coordination is facilitated through a nursing assessment performed by registered nurses. This model of healthcare organization is generally analogous to home healthcare organization in other European countries and North America.

As the FINC-FO questionnaire was made available exclusively through the electronic health record system’s patient portal (Caren-Nedap), only family members admitted to the patient portal were able to participate. The questionnaire was sent to 3,800 patients with activated patient portals, which accounts for about 17% of the total patient base. Responses were received from 1,339 family members, a response rate of 35%.

Data collection

In April 2022, FINC-FO was administered to family caregivers through the patients’ electronic health record system. The questionnaire was accessible via a link within the patient’s care file, visible to both patients and their families. Demographic characteristics such as age, gender, level of education, type of relationship with the patient, number of hours of caregiving, and working status were subsequently collected. The entire data collection process took 4 weeks.

Data analysis

Only completed questionnaires were included in the data analysis. Of the 1,339 questionnaires, 64 were excluded due to incomplete responses, resulting in 1,275 questionnaires for data analysis. As in FINC-NA, items on the subscale family as a burden were reverse scored, so the scores on this scale were recoded before analysis. Education level was categorized as high (tertiary education), middle (secondary education), or low (primary education), and the categories of relationship to the patient were merged into three: spouse, parent/child, and other. Data were analyzed using SPSS for Windows (release 28.0.1.1), and descriptive statistics were used to describe the study population and the responses to the FINC-FO questionnaire on item levels. Higher scores indicate more positive opinions. An independent t-test and an ANOVA were used to compare differences in attitudes related to background variables. For these analyses, the continuous variables age and caregiving hours were dichotomized. Mean or median was used as the cut-off point for the distribution. Multivariable linear regression analyses were performed to determine the individual contribution of each background variable to the FINC-FO and subscale scores. The significance level was set at p  ≤ 0.05.

FINC-FO questionnaire

The questionnaire was completed by 1,275 respondents. Table 1 illustrates the subscales, with the associated FINC-FO items. Subscales and items are shown in the same order as they appear in the questionnaire. All items on the subscales have been translated from Dutch to English by a certified translation agency with the original English FINC-NA terminology serving as a reference. They are expressed in truncated sentences to save space. Table 1 shows the homogeneity of the total FINC-FO scale with item-total correlations, internal consistency with the Cronbach’s alpha, and factor loadings per subscale.

The total FINC-FO questionnaire and the subscales family as a resource in nursing care , family as a conversation partner , and family as its own resource demonstrated strong internal consistency, with Cronbach’s alpha scores exceeding 0.80 across these scales. Most item-total correlations surpassed 0.40, with the exception of two items (RCN-1 and CP-5), which exhibited lower correlations. These two items also displayed inadequate factor loadings, below 0.40. Excluding them resulted in a slight improved Cronbach’s alpha. The Cronbach’s alpha for the subscale family as a burden was moderate, with one item showing a negative item-total correlation and the remaining items falling below 0.30.

Additionally, these FINC-FO score seem comparable to the Dutch FINC-NA questionnaire [ 16 ] which demonstrated similar reliability, with Cronbach’s alpha of 0.88 and 0.82 for the total score of the FINC-NA and subscale family as a resource in nursing care , respectively. However, the subscales family as a conversational partner and family as its own resource exhibited slightly lower Cronbach’s alpha values (0.74 and 0.73, respectively) compared to their counterparts in the FINC-FO. Conversely, the subscale family as a burden demonstrated slightly higher Cronbach’s alpha in the FINC-NA compared to the FINC-FO [ 16 ].

Measuring families’ opinions

Study population.

Table 2 illustrates the characteristics of the 1,275 respondents who completed the questionnaire. The average age of respondents was 60.7 years, and over 90% were between 40 and 80 years old. Over 70% were female, and more than half (57%) reported having paid employment. On average, these respondents worked 28 h a week, with 30% working 32 h a week or more. More than half of the respondents (59%) spent 8 h or less on caregiving tasks (ranging from 0 to 168 h), with 11.5% reporting spending at least 35 h on caregiving and 6.5% providing caregiving tasks 24 h a day.

Scores on FINC-FO

The total score of 92.3 (SD 11.5; range 25–125), as well as the scores on the subscales of the FINC-FO questionnaire, represented approximately 70% of the maximum possible score (see Table 3). Table 1 illustrates the response percentages per category.

Family as a resource in nursing care

Almost all respondents indicated that a good relationship with nurses gives them a positive feeling (95%), and most (75%) indicated having valuable knowledge that can be useful in caring for the patient or their family members. About half of the respondents indicated that their presence in care at home was meaningful (54%), made the work of a nurse easier (43%), and gave them a sense of purpose (52%). Family members also considered it important to actively participate in discussions about care (planning) and for nurses to allocate time for them. Fewer family members (19%) found it important to be present during actual care moments.

Family as a conversational partner

Of the family members, 87% found it important that nurses identify those who belong to the family, while less than half (43%) indicated that this had occurred in their situation. Most respondents (86%) considered it important to be invited for a conversation at the start of care provision, and 72% of respondents believed that this would save time. They also wished to be engaged in conversation at the end of care provision (77%), during changes (95%), or to regularly discuss progress (68%). Less than half (42%) found it important to be actively invited to participate in care provision.

Family as a burden

Most respondents (86%) did not believe that they hindered nurses in their work. Additionally, 67% did not feel that nurses found it difficult when family was present during care provision. Approximately 10% felt that they needed to monitor care provision to ensure that everything went well.

Family as its own resource

Nearly two-thirds (64%) of the respondents considered it important for nurses to view them as collaborative partners, while 10% did not find this important. Almost half of the respondents (46%) found it important to be asked how they could be supported, while 51% wanted support from nurses in coping with the situation. One-third (36%) found it important to be encouraged to cope with the situation as best as possible, while 19% did not find it important, and 45% had no opinion.

Differences according to background variables

Table 4 shows the scores for both the total FINC-FO questionnaire and the subscales related to the background variables.

A significant difference was found in the scores between the age groups. Older (> 60 years) family members scored higher compared to younger family members on the overall FINC-FO and on the three subscales family as a resource in nursing care , family as a burden , and family as its own resource ( p  ≤ 0.005).

Gender showed no significant difference in scores, except on the subscale family as a resource in nursing care. On this subscale, male family members scored higher than female family members ( p  = 0.03).

Education level

Family members with low education levels showed a significant higher score on the overall FINC-FO compared to middle and high education levels ( p  < 0.001). This difference was also observed on the subscale family as its own resource . The subscale family as a resource in nursing care showed a statistically significant difference among family members of all education levels ( p  < 0.001).

Relationship to the patient

Spouses of patients scored significantly higher compared to other relationships on the total FINC-FO and on the three subscales family as a resource in nursing care , family as a burden , and family as its own resource ( p  < 0.001).

Paid employment

Family members who had paid employment scored significantly lower than family members who were unemployed or doing volunteer work on the total score of FINC-FO ( p  < 0.001) as well as on the three subscales family as a resource in nursing care , family as a burden , and family as its own resource ( p  ≤ 0.03).

Caregiving hours

The more care hours were provided by family members, the higher the scores on FINC-FO. Significant higher scores were seen in the total score of FINC-FO and on the subscales family as a resource in nursing care , family as a conversational partner , and family as its own resource ( p  < 0.001).

Multiple linear regression

To determine the unique contribution of each background variable (see Table 4), multivariable linear regression models were performed for the FINC-FO questionnaire and its subscales (see Table 5). The number of caregiving hours made the greatest contribution for all subscales except family as a burden , and more caregiving hours resulted in a higher total FINC-FO score (β = 0.18; p  < 0.001). The family relationship of spouses made the same contribution as caregiving hours on the subscale family as a resource in nursing care (β = 0.15; p  < 0.001). Spouses made a significant contribution to the overall FINC-FO score (β = 0.09; p  = 0.03), and on all subscales except family as a conversational partner . Low education level also contributed to the total FINC-FO score (β = 0.06; p  = 0.04), as well as the subscales family as a resource in nursing care (β = 0.07; p  = 0.02) and family as its own resource (β = 0.08; p  = 0.02). Families with low education levels scored higher than those with middle education levels. For the subscale family as a burden , age made the greatest contribution (β = 0.10; p  = 0.01).

Table 5 shows that only 2–9% is explained by the selected background variables.

In this study, we gained insight into families’ opinions regarding their involvement in nursing care at home using the developed FINC-FO questionnaire. The results specifically reveal that family members consider it important to be acknowledged as participants in discussions about care and care planning and that they wish for their knowledge and input to be appreciated. Family members seem less inclined to actively participate in care and express less explicit opinions about their own support needs. Overall, FINC-FO seems to be a feasible questionnaire to capture families’ opinions regarding their involvement in nursing care in the home setting.

Our study indicates that primarily, level of education, type of relationship, and amount of care provided are associated with opinions regarding involvement in care. In particular, spouses, family caregivers with a relative low level of education compared to middle and high level educated family members, and family caregivers providing more than eight hours of care express the wish to be involved in care for their relatives. As demonstrated in previous studies, the influences of these background characteristics often interconnect [ 20 ]. It seems obvious that spouses, who spend more time with patients, have the opportunity to provide more informal care. Also, people with lower resources in terms of education and income more often provide informal care because they are less inclined to utilize professional care and often have smaller social networks to assist with caregiving, and as a result, bear the burden of care themselves [ 21 , 22 , 23 , 24 ]. Healthcare professionals must be aware of these associations and the impact of these variables, as the desire for a high involvement in care and the inability to mobilize other resources to organize care might eventually contribute to the overloading of family members, which often happens gradually and when it becomes apparent it will become a crisis [ 25 ]. Prevention necessitates an approach that considers the entire care situation. Regular communication between patients, families, and healthcare professionals about collaborative caregiving and the division of roles and tasks is essential to ensure quality care in the long term and the sustainability of family caregiving.

Background variables discussed above explain only up to 9% of the variance regarding family involvement in care. This suggests that several other unidentified factors influence family members’ opinions and highlights the need for further research on this topic.

Although family members express a desire to be acknowledged as participants in discussions about care and care planning, they seem less inclined to be actively involved in actual care provision by nurses. Before healthcare professionals become involved, family members frequently perform myriad caregiving tasks. However, these responsibilities seem to shift when healthcare professionals become involved and take over the provision of care [ 26 ]. With the need for a transition from primarily formal care to a higher level of involvement of informal care, healthcare professionals should consider what care is already being provided by a family and discuss which additional aspects of care the family is willing and able to deliver by discussing the possibilities, wishes, and expectations in the provision of care with the family. This necessitates an awareness—on the part of both healthcare professionals and family members—of their respective roles and tasks in the provision of care [ 8 ]. In addition, it seems desirable that healthcare professionals and family members harmonize their principles, values, and mutual expectations regarding the provision of care for the patient. Such conversations will promote better collaboration and coordination based on mutual understanding.

Family members responded more neutrally on the subscale family as its own resource , which suggests that family members are focused primarily on the patient and less on themselves and their needs as family caregivers. Family members may be unaware of their need for support or expect nurses to be primarily dedicated to the patient, not to family members. However, from the perspective of family systems nursing, the focus of nurses should not be solely on the patient but on the care situation as a whole and the family as the unit of care [ 27 ]. Considering the transition from formal to more informal care, the awareness that families may need support seems relevant among healthcare professionals, and among the patients and families themselves [ 28 ].

Strengths and limitations

The FINC-FO questionnaire was distributed via an electronic health record system, so it reached not the entire population of family members within the organization but only those who utilized the electronic patient portal. As a result, a possibility of bias in the results exists; family members who use the electronic patient portal may be more closely involved than those who do not. The sample size of 1275 allowed us to perform psychometric testing of the FINC-FO, indicating that the FINC-FO seems to be a feasible questionnaire to capture families’ opinions regarding their involvement in nursing care in the home setting. However, with a final response rate representing 35% of the total population, only cautious conclusions can be drawn about the population of family members of patients receiving homecare using the electronic patient portal. Further research is needed, employing alternative strategies to engage more respondents, in order to be able to generalize findings to a broader family population.

In this study, a questionnaire that has not yet demonstrated validity was employed. Nevertheless, the FINC-FO offer a sufficiently reliable and differentiated picture of family members’ opinions regarding their involvement in nursing care in the home setting, which suggests that this instrument can be recommend for use in future studies. However, it should be noted that the psychometric test conducted in this study indicates that the subscale family as a burden had moderate internal consistency as a subscale and a low item-total correlation with the total questionnaire. Depending on the primary questions in such studies, consideration may be given to adjusting or removing the subscale family as a burden ; this domain seems to answer a nurse related topic as it concerns the perception of families toward nurses and is not related to family involvement. Therefore this subscale seems not to contribute meaningfully to the research question we posed as the starting point in our study. The internal consistency of the three other subscales had good reliability but could potentially be improved by removing two specific items (RNC-1: Having a good relationship with nurses gives me a good feeling ; CP-5: The nurses found out who the family members are ). These items also had the lowest factor loadings of the subscales, so removing or reformulating these items should be considered. RNC-1 seems to be more associated with generating positive emotions than functioning as a resource, while C-5 is not an opinion item. It asks about specific experiences, which does not fit in this questionnaire.

Further research will be needed to examine the performance of the FINC-FO questionnaire following further psychometric refinement and suitability in different (institutional) healthcare settings.

While many studies have investigated the perspective of nurses with regarding the role of family members in patient care, this study investigated how family members perceive their own role in patient care. Exploring how family members experience the involvement of nurses in the care for their loved-one, could also be an interesting lens to study in future research since nurses, at some point, enter the existing family system that initially takes up the care of the patient.

Despite the limit sample size in this study, it is vital to prioritize policy implications surrounding awareness among healthcare professionals and families regarding their caregiving roles. Interventions should be developed and implemented to enhance communication and fostering collaboration between healthcare providers and families. Healthcare education should emphasize the important of communication and implementation regarding the division of roles between nurses and family members in caregiving.

In general, the family members of homecare patients want to be involved in nursing care. They wish to be acknowledged in discussions about care and care planning as participants with valuable knowledge. Family members are less inclined to actively participate in the care provided by nurses and are less explicit in their opinions about their own support needs.

The transition from primarily formal to more informal care necessitates an awareness on the part of both healthcare professionals and families of their respective roles in the provision of care. Communication about wishes, expectations, and the need for support in care is essential to ensuring quality care and that family members can sustain caregiving. With some suggestions for adjustment and improvement, FINC-FO is a feasible questionnaire to capture families’ opinions about their involvement in care.

Data availability

The FINC-FO questionnaire, meta data and The Strengthening the Reporting of Observational Studies in Epidemiology (STROBE) guidelines used to support the findings of this study has been deposited in the Dataverse repository. Available at : https://doi.org/10.34894/OYDOU4.

Abbreviations

Families’ Importance in Nursing Care–Nurses’ Attitudes

Families’ Importance in Nursing Care–Families’ Opinions

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Acknowledgements

The authors would like to thank Sabine van der Ham, library specialist, for supporting in data storage and nursing students Anna van der Heide and Lisa Oolders for their contribution in data collection.

No funding was received for conducting this study.

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Contributions

Conceptualization, Methodology, Validation: All authors; Formal analysis: JW, WP, MLL and LD; Investigation: JW and LD; Resources: JW, MLL and LD; Data curation, Writing original draft, Supervision and project administration : JW Writing-reviewing and editing: WP, RG, MLL and LD.

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Correspondence to Josien M. Woldring .

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Ethics approval and consent to participate.

The study was approved by the ethical committee of Hanze University Groningen (heac.T2023.028). Patients and family members were informed about the aim of the study, and the participation of family members was voluntary. Family members were asked for informed consent before beginning the online FINC-FO questionnaire. The researchers received anonymized responses, and answers could not be tracked to individuals.

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Woldring, J.M., Paans, W., Gans, R. et al. Families’ importance in nursing care–families’ opinions: a cross-sectional survey study in the homecare setting. Arch Public Health 82 , 87 (2024). https://doi.org/10.1186/s13690-024-01314-4

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DOI : https://doi.org/10.1186/s13690-024-01314-4

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  • Collaboration
  • Division of care
  • Family opinion
  • Family perspective
  • Healthcare professionals, Homecare services
  • Home nursing
  • Informal care
  • Nursing care

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