Literature review expert guideMaster’s · PhD · Research

Find the review method your question needs.

Start with what you need to understand—not a method name. LitWise turns your research intent, discipline, and evidence into a defensible review pathway.

14
review methods explained
09
discipline families mapped
05
decisions to a starting method

Choose your entry point

Start from where you are now.

You do not need to read this guide from top to bottom. Choose the situation that is closest to yours and move to the next useful decision.

01 · Guided pathway

Make the method decision in five clear steps.

Use this as a starting hypothesis. Confirm the final design with your supervisor, advisory committee, or review team.

Step 1 of 5 · Research intent

What are you trying to understand?

Choose the closest intent. A useful method begins with the decision your review must support.

02 · Method library

Compare the logic—not only the labels.

The fields shown are common examples, not restrictions. Let the research question, evidence, and intended synthesis determine the final method.

Compare before choosing

Put up to three review methods side by side.

A familiar name is not enough. Compare the claim, workload, team, output, and reporting expectations before committing.

Select methods to compare0/3 selected

Choose at least two methods to reveal the comparison table.

03 · Discipline atlas

Enter through your field. Then follow the question.

Every discipline has its own evidence culture. Select a field to see its common questions, sources, methods, and caution points.

04 · Before the search

Write these four sentences before opening a database.

  1. 01What is this review intended to accomplish?

    State whether you need to summarize knowledge, compare findings, explain a phenomenon, identify a gap, or plan the next study.

  2. 02The review includes evidence about…

    Define people, phenomena, concepts, settings, dates, and boundaries.

  3. 03I will judge evidence by…

    Choose quality criteria that match each study design and knowledge claim.

  4. 04The final contribution will be…

    State whether you need an estimate, map, explanation, theory, or agenda.

“The method is justified by the question, evidence, and intended claim.”LitWise decision principle

05 · Execute the review

Execute your review in six traceable phases.

Each phase should leave an artefact that another researcher—or your future self—can inspect.

  1. 01

    Scope

    Turn the topic into a reviewable question, contribution, and boundary.

    Leave behind
    • Question framework
    • Eligibility criteria
    • Review type rationale
    Decision gate

    Can the intended claim be supported by the planned evidence?

    Prepare first
    • A decision, audience, or knowledge gap
    • A realistic boundary for time and evidence
    What to do
    1. Choose a question framework
    2. State inclusion and exclusion rules
    3. Name the review method and why it fits
    4. Pilot the boundary with a few known papers
    Concrete example

    For a scoping review of AI literacy in universities, define students, AI-literacy concepts, higher-education settings, evidence types, languages, and dates before searching.

    Watch for
    • Choosing the method before the question
    • Changing eligibility after seeing attractive results without recording why
    Useful tools
    • PICO/PEO/SPIDER/SPICE/PCC builder
    • Protocol template
    • Supervisor or librarian review
  2. 02

    Search

    Translate the question into concepts, synonyms, sources, and a reproducible search log.

    Leave behind
    • Concept blocks
    • Piloted strategies
    • Search log
    Decision gate

    Do known sentinel papers appear, and is every search reproducible?

  3. 03

    Screen

    Apply eligibility rules consistently and preserve the reason for every exclusion.

    Leave behind
    • Deduplicated library
    • Screening decisions
    • Flow counts
    Decision gate

    Would two reviewers interpret the criteria in the same way?

  4. 04

    Appraise

    Judge the kind and strength of claim each source can support.

    Leave behind
    • Appraisal records
    • Risk-of-bias judgements
    • Evidence limitations
    Decision gate

    Is the tool appropriate to the study design and review purpose?

  5. 05

    Extract

    Capture comparable evidence without stripping away context needed for synthesis.

    Leave behind
    • Extraction form
    • Evidence matrix
    • Audit notes
    Decision gate

    Can every synthesized claim be traced back to a source location?

  6. 06

    Write

    Build an argument that connects findings, uncertainty, limitations, and contribution.

    Leave behind
    • Synthesis structure
    • Tables or maps
    • Reporting checklist
    Decision gate

    Does the conclusion stay inside the evidence and protocol boundaries?

06 · Guided practice

Build the artefacts, not just the vocabulary.

Use these client-side tools to rehearse decisions and create copy-ready working notes. Your checklist stays in this browser; no research data is uploaded.

Saved only in this browser

My review project

A progress checklist for the minimum traceable workflow. Completion is a reminder—not a quality score.

0%0/12 completed

01

Question framework builder

What do you want this review to answer? Choose the goal closest to your project. We will suggest a question framework, show a complete example, and give you fields for your own topic. Adapt the wording and scope to your discipline.

What kind of answer are you looking for?
View a completed examplePICOPopulation · Intervention · Comparison · Outcome
Population or problem
First-year university students
Method, programme, or option
Flipped-classroom teaching
What it is compared with
Lecture-based teaching
Outcome of interest
Achievement and classroom engagement
Question produced from this example
Among first-year university students, does flipped-classroom teaching improve achievement and classroom engagement compared with lecture-based teaching?

Suggested starting frameworkPICOPopulation · Intervention · Comparison · OutcomeA focused question comparing effects or outcomes

Question draft
Among [population], how does [intervention], compared with [comparison], affect [outcome]?

02

Screening calibration lab

Apply one example protocol to six records. At title/abstract stage, uncertainty normally moves forward instead of becoming an early exclusion.

0/6correct decisions
01

AI tutor in a first-year statistics course

A 2023 controlled study of 180 university students reports achievement and engagement outcomes.

02

Why universities should embrace AI tutors

A 2024 editorial argues for adoption but reports no empirical study or learner outcome.

03

Adaptive tutoring in formal education

The abstract reports learning gains but does not identify whether participants were school or university students.

04

Generative tutoring for grade 8 mathematics

A 2022 school study reports test performance among 13–14 year-old pupils.

05

Protocol for evaluating a university AI tutor

A 2025 protocol describes planned outcomes but contains no results.

06

AI feedback assistant in postgraduate writing

A mixed-methods university study reports engagement but it is unclear whether the system provides tutoring or only administrative feedback.

03

PRISMA flow planner

Enter counts to check arithmetic and produce a copy-ready selection summary. This planning aid does not replace the official PRISMA 2020 diagram or its instructions.

Selection counts
Full-text exclusion reasons and counts

Reason total: 0/0

Derived flow
Records identified0
Removed before screening0
Records screened0
Reports sought0
Reports assessed0
Studies included0
Open official PRISMA flow diagrams

07 · Research toolkit

Move from advice to working research artefacts.

Copy a starter, adapt it to your discipline, and preserve the decisions that make your review auditable.

Boolean search canvas

Build one block per concept. Add synonyms with OR; connect concepts with AND; add controlled vocabulary inside each database.

("artificial intelligence" OR "machine learning" OR AI)
AND
(education OR teaching OR learning)
AND
(ethics OR bias OR fairness)
01

Search the right fields

Use database field tags such as title/abstract or TITLE-ABS-KEY when an all-fields search returns too much noise.

02

Use truncation carefully

A wildcard can capture useful word endings, but test every truncated term so it does not retrieve unrelated words.

03

Test proximity operators

When a database supports NEAR, W/n, or an equivalent operator, use it to keep related concepts close without requiring an exact phrase.

AI-assisted research

AI prompt lab

Use AI to expand, compare, and challenge your thinking while keeping every scholarly decision and source check with the researcher.

A reliable research prompt names four things

  1. 01
    Context

    Topic, discipline, purpose, and the material available.

  2. 02
    Task

    One concrete job for the AI to help with.

  3. 03
    Evidence rules

    What it may use, must verify, and must not invent.

  4. 04
    Output

    A structure that makes gaps and uncertainty visible.

Choose a research task

Copy-ready prompt

Expand search vocabulary

Turning a topic into concept blocks, synonyms, spelling variants, and terms to test in databases.

Context:
I am reviewing [topic] in [discipline, population, or setting]. My current question is [question or decision].

Task:
Help me build vocabulary for a reproducible database search. Separate the question into concept blocks and propose synonyms, acronyms, spelling variants, broader terms, and narrower terms for each block.

Evidence rules:
- Do not present a term as an official subject heading unless it has been checked in the named database thesaurus.
- Separate natural-language keywords from controlled-vocabulary candidates that I still need to verify.
- Flag terms likely to retrieve irrelevant results and explain why.
- Do not claim that the list is complete.

Output:
Create a table with: concept block | keywords and variants | controlled terms to verify | likely noise. Then draft Boolean blocks, clearly marking any syntax that must be adapted for [database].

Choose appraisal by evidence design

The design of the included study—not the prestige of its journal—determines the appraisal lens.

Evidence designInspectPossible starting tool
Randomized interventionRandomization, deviations, missing outcomes, measurement, reportingRoB 2 or a field-equivalent tool
Non-randomized interventionConfounding, selection, classification, deviations, missingnessROBINS-I or a field-equivalent tool
Qualitative studyFit, recruitment, reflexivity, analysis, context, credibilityCASP, JBI, or a discipline-appropriate tool
Mixed-methods studyQuality of each component and the logic of integrationMMAT or design-specific tools plus integration appraisal
Systematic reviewProtocol, search, selection, appraisal, synthesis, biasAMSTAR 2 or a purpose-appropriate review tool

Research tool directory

Choose tools by the job they must do. For literature searching, combine a broad index with the databases that matter in your discipline; confirm institutional access and record every source, query, filter, and search date.

View the source listSearch tools were checked against official provider documentation; additional workflow tools were identified from the Effortless Academic list and linked to their official sites.

Reference management

Collect, deduplicate, annotate, and cite without losing the source trail.

Zotero

Free core · paid storage

A strong default for most students and research teams, with browser capture and an open ecosystem.

Agree on collections, tags, and attachment storage before collaborating.

Mendeley Reference Manager

Free

Researchers who want a straightforward PDF library and citation workflow.

Check export and collaboration needs before committing a large shared library.

EndNote

Paid · institutional access may apply

Labs and institutions that already use EndNote styles, libraries, and support.

Check whether your university already provides a licence before purchasing.

Bibliome

One-time purchase · macOS

Researchers who want a local, searchable PDF library with on-device organisation and iCloud-based syncing.

It is currently Apple-platform focused; confirm import, citation, and collaboration requirements before moving your main library.

Scholarly search engines & citation indexes

Search papers, theses, books, proceedings, and citation records across disciplines; use more than one source when coverage affects the conclusion.

Google Scholar Labs Search

Experimental Google Scholar feature · availability may vary

Exploring a research question in natural language and using the resulting papers as leads for a preliminary search.

Treat it as an experiment, not a protocol search; save the cited papers and rerun key concepts in standard databases.

Google Scholar

Free · full-text access varies

A broad first pass across articles, theses, books, repositories, citations, and related works.

Coverage and ranking are not transparent, only the first 1,000 results are shown, and bulk export is unavailable; do not use it as the only systematic-review source.

Semantic Scholar

Free · account optional

Searching across disciplines, filtering results, and following citations or influential references.

AI ranking and citation labels assist discovery but do not establish completeness, relevance, or study quality.

OpenAlex

Open data · free web search

Searching and filtering a large open catalog of works, authors, institutions, topics, and citation links.

Metadata and automated topic labels can be incomplete or incorrect; verify the publication and DOI at the source.

Crossref Metadata Search

Free · open metadata

Finding or verifying a DOI and bibliographic metadata when a citation is incomplete.

Crossref searches deposited metadata rather than the full scholarly literature; use it for record verification, not as the sole topical database.

CORE

Free · open-access focus

Finding open-access copies aggregated from repositories and journals.

Repository metadata and versions vary; check whether you are reading a preprint, accepted manuscript, or version of record.

OpenAIRE Explore

Free · open research infrastructure

Discovering linked publications, datasets, software, projects, and grants, especially in open-science workflows.

Coverage follows contributing sources and deduplication; verify identifiers and the authoritative record.

Lens

Guest search + free account features · institutional tiers

Connecting scholarly works with citations, patents, saved searches, and alerts.

Patent links and citation counts answer a different question from study quality; document filters and export limits.

Dimensions

Free personal non-commercial tier · paid plans

Connecting publications with grants, datasets, patents, clinical trials, and policy documents.

Features and export limits vary by tier; record the version and filters used.

Scopus

Institutional subscription · limited free Preview

Curated multidisciplinary searching, citation tracking, author profiles, and export for evidence or bibliometric work.

Check institutional access and indexed-source coverage; absence from Scopus does not mean the work does not exist.

Web of Science

Institutional subscription

Curated citation searching across sciences, social sciences, arts, humanities, books, and proceedings.

Specify the exact Web of Science collection and coverage dates; do not generalize beyond the indexes searched.

Field databases & open repositories

Search more deeply with field vocabularies, subject coverage, open collections, and preprint repositories.

PubMed

Free

Biomedical, health, and life-science literature using MEDLINE records, MeSH, and precise field searching.

PubMed is not a full-text database and does not cover every health-related source; supplement it where the protocol requires.

ERIC

Free

Education research, reports, policy documents, and searches using the ERIC Thesaurus.

Use peer-reviewed and full-text filters deliberately; inclusion in ERIC does not replace appraisal.

arXiv

Free · preprints

Recent work in physics, mathematics, computer science, quantitative fields, and related disciplines.

Preprints may not be peer reviewed and may later change; check for the published version and record the version and date used.

DOAJ

Free · open-access index

Finding peer-reviewed open-access journals and article records across languages and regions.

DOAJ evaluates journal inclusion, not the validity of every individual study; appraise each paper.

IEEE Xplore / ACM Digital Library

Search available · full text often institutional

Engineering, electrical technology, computing, and conference literature.

Search both when computing and engineering overlap; adapt the syntax and check conference-versus-journal versions.

JSTOR / Project MUSE

Search available · full-text access varies

Humanities and social sciences, including journal archives and scholarly books.

Coverage and date depth differ; combine them with library catalogs and field indexes for comprehensive searches.

AI-assisted discovery & paper reading

Expand from seed papers, inspect citation context, and question documents without treating AI summaries or rankings as a reproducible database search.

Liner

Free + paid plans

AI-assisted web and scholarly search, source collection, and early exploration of a research question.

Open the cited publication and verify every claim; an AI answer is not a reproducible database search.

Keenious

Free + paid and institutional plans

Discovering related literature from a question, passage, or manuscript while exploring topics across disciplines.

Record which query or document produced the recommendations and supplement discovery with discipline databases.

Iris.ai

Paid · trial or institutional access may apply

Exploring a topic around a seed paper and grouping related research into concepts or themes.

Treat topic maps as leads rather than evidence of complete coverage; inspect the underlying papers and search boundaries.

Elicit

Free + paid plans

Finding papers and building a structured evidence table for rapid orientation and extraction support.

Audit extracted fields against the full text and do not assume its corpus or ranking covers every database required by the protocol.

Consensus

Free + paid plans

Getting a source-linked overview of how research addresses a plain-language question.

Use it to orient the search, not to replace critical appraisal, comprehensive searching, or reading the cited studies.

SciSpace

Free + paid plans

Searching literature and asking questions about an individual paper while reading it.

Check answers against the paper's methods, tables, and limitations; do not cite the generated explanation.

Sourcely

Free + paid plans

Finding candidate sources from a topic or passage and filtering results during exploratory searching.

Log the actual search process separately and verify relevance, publication status, and bibliographic details at the source.

Litmaps

Free + paid plans

Following citation connections from seed papers and monitoring how a literature cluster develops over time.

Citation maps inherit the blind spots of the seed papers; combine them with database and grey-literature searches.

Scite

Paid · trial or institutional access may apply

Inspecting whether later publications support, contrast with, or mention a cited claim.

Citation classification is contextual assistance, not a quality verdict; read the citing passage and both papers.

Anara

Free + paid plans

Searching across a researcher's own documents and obtaining citation-linked answers from that collection.

Check each cited passage directly and review privacy rules before uploading unpublished, sensitive, or restricted documents.

Screening & review management

Remove duplicates, apply eligibility criteria, resolve conflicts, and preserve an audit trail.

Rayyan

Free + paid plans

Title and abstract screening, especially when several reviewers need blinding and conflict resolution.

Free and paid capabilities differ; agree on reviewer roles before inviting the team.

ASReview

Free · open source

Large screening sets where active learning can prioritise likely-relevant records while humans retain decisions.

Predefine stopping rules and report the model, version, and human decisions transparently.

EPPI-Reviewer

Subscription · partner access may apply

Complex evidence reviews and maps that need collaborative coding, synthesis, and review management.

It can be more platform than a small thesis needs; check training and access first.

Nested Knowledge

Paid · institutional access may apply

Managing a systematic review from search and screening through extraction, tagging, and visual synthesis in one workspace.

Confirm export, audit-trail, automation, and protocol requirements before committing the whole review to one platform.

Notes, writing & collaboration

Turn reading notes into a shared synthesis and a manuscript that remains maintainable.

Notion / Obsidian

Free core · optional paid services

Linked notes, concept development, and a durable synthesis workspace before drafting.

Choose Notion for shared work or Obsidian for local files; avoid maintaining the same notes in both.

Overleaf

Free + paid plans

LaTeX manuscripts, technical theses, and real-time collaboration around journal templates.

Confirm that your supervisor and coauthors are comfortable reviewing LaTeX projects.

Google Docs + Paperpile

Docs free · Paperpile paid

Teams that already review drafts in Google Docs and want citations inside that workflow.

Decide which reference library is authoritative to prevent duplicate or drifting records.

Paperpal

Free + paid plans

Language editing, academic phrasing, and consistency checks while revising a manuscript.

Accept edits selectively, preserve the intended meaning, and follow journal and university policies on AI-assisted writing.

Jenni AI

Free + paid plans

Drafting support, revision prompts, and citation suggestions for students and academic writers.

Verify suggested citations in the original source and never let generated prose substitute for your analysis or authorship.

WriteWise

Free + paid plans

Structuring and polishing academic writing with feedback on clarity, coherence, and style.

Review every change for disciplinary meaning and check current privacy and institutional rules before uploading a manuscript.

Livewrite (formerly ReSub)

Paid plans

Reformatting a manuscript for the requirements of a target journal, especially in medical publishing workflows.

Confirm the generated document against the journal's latest author instructions before submission.

Yomu AI

Free + paid plans

An integrated academic writing workspace with drafting, revision, citations, and formatting support.

Run plagiarism and source checks independently and verify every generated citation and factual statement.

Analysis & synthesis

Code qualitative findings, calculate pooled estimates, or manage an end-to-end review.

NVivo / ATLAS.ti

Paid · student and institutional options

Systematic coding of qualitative findings, memos, relationships, and team-based analysis.

Software does not choose a coding logic; define the analytical approach before importing everything.

R + metafor

Free · open source

Reproducible meta-analysis, sensitivity checks, and publication-quality statistical outputs.

Use it with statistical supervision when effect measures, dependence, or heterogeneity are complex.

Covidence

Paid · often institutional

Teams that want screening, extraction, risk-of-bias work, and exports in one review platform.

Check university access and confirm that its workflow matches your review method before setup.

Scientific visuals

Create diagrams or illustrations that communicate methods and findings while keeping the underlying evidence visible.

SciDraw

Free + paid plans

Turning prompts, rough sketches, or data into scientific illustrations and explanatory diagrams.

Check scientific accuracy, labels, scale, permissions, and journal image policies; retain the source data and editable original.

Copy-ready template

Search log template

Make every database search reproducible.

Database: [name]
Platform: [provider]
Date searched: [YYYY-MM-DD]
Coverage: [start–end]
Exact search string: [paste]
Filters: [list or none]
Results returned: [n]
Export file: [name]
Notes and changes: [why]

Copy-ready template

Eligibility decision form

Keep screening decisions consistent and explainable.

Study ID: [author-year]
Reviewer: [name]
Stage: [title/abstract | full text]
Decision: [include | exclude | verify details]
Criterion triggered: [criterion]
Exclusion reason: [one specific reason]
Notes: [context or uncertainty]

Copy-ready template

Evidence extraction matrix

Connect study context, design, finding, and quality.

Citation | Country/setting | Aim | Design | Sample/data | Intervention or phenomenon | Outcome/finding | Context | Limitation | Appraisal | Reviewer note

Copy-ready template

One-page protocol starter

Align the team before the search expands.

Decision this review supports:
Review question:
Review type and rationale:
Population/phenomenon:
Concept/intervention:
Context/comparator:
Eligible evidence designs:
Sources to search:
Appraisal approach:
Synthesis approach:
Registration/reporting plan:
Known constraints:

Six failure modes to catch early

  1. 01
    Method-first thinking

    Choosing a fashionable label before defining the claim and evidence.

  2. 02
    One-database confidence

    Treating one index or Google Scholar as complete coverage.

  3. 03
    Moving criteria

    Changing eligibility after seeing results without documenting the decision.

  4. 04
    Tool mismatch

    Using one appraisal checklist for unlike study designs.

  5. 05
    Spreadsheet amnesia

    Keeping findings without page, table, or quotation traceability.

  6. 06
    Conclusion inflation

    Making causal or universal claims that the included evidence cannot support.

Official reporting resources

Guidelines evolve. Confirm the current version and the requirements of your target journal or institution.

PRISMA statementPRISMA for scoping reviewsRAMESES standardseMERGe meta-ethnography guidanceEQUATOR guideline library

Supplement

Statistical test chooser for research data

Use this supplement only after you have defined the research question, study design, and data types. It supports the choice of an analysis method; it is not a core step in conducting a literature review.

Question 1

What does your research question ask?

Browse all 14 techniquesYou can open a technique directly if you already know what you need.

Ready to begin?

Turn a broad interest into a review you can defend.

Build my pathway