how to do literature review in qualitative research

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Qualitative research: literature review .

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Exploring the literature review 

Literature review model: 6 steps.

Adapted from The Literature Review , Machi & McEvoy (2009, p. 13).

Your Literature Review

Step 2: search, boolean search strategies, search limiters, ★ ebsco & google drive.

1. Select a Topic

"All research begins with curiosity" (Machi & McEvoy, 2009, p. 14)

Selection of a topic, and fully defined research interest and question, is supervised (and approved) by your professor. Tips for crafting your topic include:

• Be specific. Take time to define your interest.
• Topic Focus. Fully describe and sufficiently narrow the focus for research.
• Academic Discipline. Learn more about your area of research & refine the scope.
• Avoid Bias. Be aware of bias that you (as a researcher) may have.
• Document your research. Use Google Docs to track your research process.
• Research apps. Consider using Evernote or Zotero to track your research.

Consider Purpose

What will your topic and research address?

In The Literature Review: A Step-by-Step Guide for Students , Ridley presents that literature reviews serve several purposes (2008, p. 16-17).  Included are the following points:

• Historical background for the research;
• Overview of current field provided by "contemporary debates, issues, and questions;"
• Theories and concepts related to your research;
• Introduce "relevant terminology" - or academic language - being used it the field;
• Connect to existing research - does your work "extend or challenge [this] or address a gap;" 
• Provide "supporting evidence for a practical problem or issue" that your research addresses.

★ Schedule a research appointment

At this point in your literature review, take time to meet with a librarian. Why? Understanding the subject terminology used in databases can be challenging. Archer Librarians can help you structure a search, preparing you for step two. How? Contact a librarian directly or use the online form to schedule an appointment. Details are provided in the adjacent Schedule an Appointment box.

2. Search the Literature

Collect & Select Data: Preview, select, and organize

AU Library is your go-to resource for this step in your literature review process. The literature search will include books and ebooks, scholarly and practitioner journals, theses and dissertations, and indexes. You may also choose to include web sites, blogs, open access resources, and newspapers. This library guide provides access to resources needed to complete a literature review.

Books & eBooks: Archer Library & OhioLINK

Databases: scholarly & practitioner journals.

Review the Library Databases tab on this library guide, it provides links to recommended databases for Education & Psychology, Business, and General & Social Sciences.

Expand your journal search; a complete listing of available AU Library and OhioLINK databases is available on the Databases  A to Z list . Search the database by subject, type, name, or do use the search box for a general title search. The A to Z list also includes open access resources and select internet sites.

Databases: Theses & Dissertations

Review the Library Databases tab on this guide, it includes Theses & Dissertation resources. AU library also has AU student authored theses and dissertations available in print, search the library catalog for these titles.

Did you know? If you are looking for particular chapters within a dissertation that is not fully available online, it is possible to submit an ILL article request . Do this instead of requesting the entire dissertation.

Newspapers:  Databases & Internet

Consider current literature in your academic field. AU Library's database collection includes The Chronicle of Higher Education and The Wall Street Journal .  The Internet Resources tab in this guide provides links to newspapers and online journals such as Inside Higher Ed , COABE Journal , and Education Week .

The Chronicle of Higher Education has the nation’s largest newsroom dedicated to covering colleges and universities.  Source of news, information, and jobs for college and university faculty members and administrators

The Chronicle features complete contents of the latest print issue; daily news and advice columns; current job listings; archive of previously published content; discussion forums; and career-building tools such as online CV management and salary databases. Dates covered: 1970-present.

Offers in-depth coverage of national and international business and finance as well as first-rate coverage of hard news--all from America's premier financial newspaper. Covers complete bibliographic information and also subjects, companies, people, products, and geographic areas. 

Comprehensive coverage back to 1984 is available from the world's leading financial newspaper through the ProQuest database. 

Newspaper Source provides cover-to-cover full text for hundreds of national (U.S.), international and regional newspapers. In addition, it offers television and radio news transcripts from major networks.

Provides complete television and radio news transcripts from CBS News, CNN, CNN International, FOX News, and more.

Search Strategies & Boolean Operators

There are three basic boolean operators:  AND, OR, and NOT.

Used with your search terms, boolean operators will either expand or limit results. What purpose do they serve? They help to define the relationship between your search terms. For example, using the operator AND will combine the terms expanding the search. When searching some databases, and Google, the operator AND may be implied.

Overview of boolean terms

About the example: Boolean searches were conducted on November 4, 2019; result numbers may vary at a later date. No additional database limiters were set to further narrow search returns.

Database Search Limiters

Database strategies for targeted search results.

Most databases include limiters, or additional parameters, you may use to strategically focus search results.  EBSCO databases, such as Education Research Complete & Academic Search Complete provide options to:

• Limit results to full text;
• Limit results to scholarly journals, and reference available;
• Select results source type to journals, magazines, conference papers, reviews, and newspapers
• Publication date

Keep in mind that these tools are defined as limiters for a reason; adding them to a search will limit the number of results returned.  This can be a double-edged sword.  How? 

• If limiting results to full-text only, you may miss an important piece of research that could change the direction of your research. Interlibrary loan is available to students, free of charge. Request articles that are not available in full-text; they will be sent to you via email.
• If narrowing publication date, you may eliminate significant historical - or recent - research conducted on your topic.
• Limiting resource type to a specific type of material may cause bias in the research results.

Use limiters with care. When starting a search, consider opting out of limiters until the initial literature screening is complete. The second or third time through your research may be the ideal time to focus on specific time periods or material (scholarly vs newspaper).

★ Truncating Search Terms

Expanding your search term at the root.

Truncating is often referred to as 'wildcard' searching. Databases may have their own specific wildcard elements however, the most commonly used are the asterisk (*) or question mark (?).  When used within your search. they will expand returned results.

Asterisk (*) Wildcard

Using the asterisk wildcard will return varied spellings of the truncated word. In the following example, the search term education was truncated after the letter "t."

Explore these database help pages for additional information on crafting search terms.

• EBSCO Connect: Searching with Wildcards and Truncation Symbols
• EBSCO Connect: Searching with Boolean Operators
• EBSCO Connect: EBSCOhost Search Tips
• EBSCO Connect: Basic Searching with EBSCO
• ProQuest Help: Search Tips
• ERIC: How does ERIC search work?

★ EBSCO Databases & Google Drive

Tips for saving research directly to Google drive.

Researching in an EBSCO database?

It is possible to save articles (PDF and HTML) and abstracts in EBSCOhost databases directly to Google drive. Select the Google Drive icon, authenticate using a Google account, and an EBSCO folder will be created in your account. This is a great option for managing your research. If documenting your research in a Google Doc, consider linking the information to actual articles saved in drive.

EBSCO Databases & Google Drive

EBSCOHost Databases & Google Drive: Managing your Research

This video features an overview of how to use Google Drive with EBSCO databases to help manage your research. It presents information for connecting an active Google account to EBSCO and steps needed to provide permission for EBSCO to manage a folder in Drive.

About the Video:  Closed captioning is available, select CC from the video menu.  If you need to review a specific area on the video, view on YouTube and expand the video description for access to topic time stamps.  A video transcript is provided below.

• EBSCOhost Databases & Google Scholar

Defining Literature Review

What is a literature review.

A definition from the Online Dictionary for Library and Information Sciences .

A 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" (Reitz, 2014). 

A systemic review is "a literature review focused on a specific research question, which uses explicit methods to minimize bias in the identification, appraisal, selection, and synthesis of all the high-quality evidence pertinent to the question" (Reitz, 2014).

Recommended Reading

About this page

EBSCO Connect [Discovery and Search]. (2022). Searching with boolean operators. Retrieved May, 3, 2022 from https://connect.ebsco.com/s/?language=en_US

EBSCO Connect [Discover and Search]. (2022). Searching with wildcards and truncation symbols. Retrieved May 3, 2022; https://connect.ebsco.com/s/?language=en_US

Machi, L.A. & McEvoy, B.T. (2009). The literature review . Thousand Oaks, CA: Corwin Press: 

Reitz, J.M. (2014). Online dictionary for library and information science. ABC-CLIO, Libraries Unlimited . Retrieved from https://www.abc-clio.com/ODLIS/odlis_A.aspx

Ridley, D. (2008). The literature review: A step-by-step guide for students . Thousand Oaks, CA: Sage Publications, Inc.

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Writing a Literature Review

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

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

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

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

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

What are the parts of a lit review?

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

Introduction:

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

Conclusion:

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

How should I organize my lit review?

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

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

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

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

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

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

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

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

The Ultimate Guide to Qualitative Research - Part 1: The Basics

• Introduction and overview
• What is qualitative research?
• What is qualitative data?
• Examples of qualitative data
• Qualitative vs. quantitative research
• Mixed methods
• Qualitative research preparation
• Theoretical perspective
• Theoretical framework
• Introduction

What is a literature review?

What does a literature review look like, how can i conduct a literature review, how do i analyze a literature review, how do i write a literature review.

• Research question
• Conceptual framework
• Conceptual vs. theoretical framework
• Data collection
• Qualitative research methods
• Focus groups
• Observational research
• Case studies
• Ethnographical research
• Ethical considerations
• Confidentiality and privacy
• Power dynamics
• Reflexivity

Literature reviews

The literature review might be among the least romantic parts of research. However, the importance of understanding and synthesizing relevant literature in helping establish the research question for your study cannot be overstated.

To emphasize the importance of a literature review, writing a literature review, and incorporating literature reviews in research, let's examine its place in scholarly inquiry.

Foundations of scholarly literature

In mainstream research, a researcher shares their research in a paper that appears in a journal article, book chapter, thesis, or dissertation. Novel and interesting research is more likely to be published as peer-reviewed articles .

A researcher needs to be able to write a literature review that persuades scholars that their work is original and important. Put differently, a literature review is how researchers familiarize themselves with current conversation concerning their research topic and demonstrate that they are contributing something new and interesting to this conversation.

What is the purpose of a literature review?

A good literature review can help you critically evaluate current knowledge and key concepts around current knowledge and key concepts within a particular topic. A researcher should provide an overview of relevant research and demonstrate they understand the knowledge surrounding their inquiry to generate new understanding.

Identifying a research gap

Literature reviews can identify which developments occurred and where a gap or puzzle remains that can be informed by further inquiry. For example, current research may assert that a sufficient amount of sleep benefits athletes in sports like basketball and soccer. At the same time, other researchers have reached the same conclusion in tennis and golf. However, if a researcher believes rugby players might have different sleep needs, there is a gap in the literature if no one has conducted a study specific to rugby.

Various gaps can be uncovered in a literature review. Examples include:

• A lack of research in a particular context that cannot be explained by existing theory, such as an unexamined geographical area or group of people
• A focus on certain theories or methodologies while overlooking others that can explain an unresolved puzzle
• An absence of studies after a certain time period or the occurrence of a significant event that challenges existing assumptions or understanding

Summarizing themes and patterns

Literature reviews can help develop theory by synthesizing and building on existing knowledge. This is an approach to knowledge called synthesis. A literature review helps draw connections across various studies and brings insights that individual papers may not be able to provide.

Writing for your audience

To publish in a peer-reviewed journal, you should also consider how reviewers and readers will see your work to ensure your research gets accepted for publication and is read widely by your target audience.

Reviewers for an academic journal want to know if the author of a paper understands the theories and work in his or her field. Thus, a researcher must summarize the key ideas, theories, and knowledge relevant to the theories or knowledge under discussion. A reviewer may not find the author credible if they do not demonstrate a comprehensive understanding of certain developments central to the research area.

Students may also be asked to report on relevant literature to demonstrate knowledge of the field and critical analysis skills. Well-structured paragraphs and sections convey that you understand your topic and that your approach makes sense. These skills are fundamental in a thesis or dissertation. Students are often expected to write an entire dissertation chapter providing a summary of the existing research and different aspects that can inform further research.

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The shape of your literature review will depend on your research objectives. A written literature review can either be part of a larger research paper or stand alone as its own study.

A literature review section

A typical, original research paper begins with reviewing the literature to justify the novelty and importance of the inquiry being undertaken. For example, imagine that the author wants to examine the study habits of university students heavily engaged in social media. How does the author know other researchers haven't already explored the topic? And if they did, how can the author contribute new and interesting insights to move understanding further?

A background section in a larger paper should summarize the relevant, existing research to answer these questions. By examining studies on study habits and social media use, the author can demonstrate they have thoroughly surveyed the field to determine if and how further research can meaningfully expand understanding.

A stand-alone literature review

A review can also be a full-length paper. As stand-alone papers, they present a secondary analysis of a series of discrete but related studies in which the researcher provides their own interpretations on the overarching topic.

Remember that writing this type of paper is similar to writing a full paper on your own research project, and peer reviewers will evaluate it as such. A full research paper typically requires a description of the research methodology and the author's specific theoretical approach to analyzing the studies . A clear account of how the author conducted the analysis makes the key findings more credible.

You need not read all of the available theoretical and empirical scholarship to identify recurring central themes or important trends. A review merely samples the most relevant studies to generate key insights after summarizing sources.

Put simply, the researcher needs to collect written studies. There is no minimum number of required studies that constitute a good literature search, as it varies depending on the topic, the research question , and the amount of discussion that already exists on your subject.

In general, relevant sources include academic journals and monographs. Journals are easily searchable via library databases and online search engines like Google Scholar, which may even lead you to downloadable PDFs of full articles. Scholars may also make their papers available on websites like Academia.edu and ResearchGate.

Look for scholars who are well-known in their field. One quick way to identify key experts in your area is to search for highly cited papers and researchers. They can provide fundamental theories and findings critical to your review and link to previous, useful literature.

It's also important to emphasize recent studies in your collection. Especially in the social sciences, developments within the last five years may have opened up new insights or approaches that are important to consider. Later studies may have already challenged or refuted older papers, diminishing their potential contribution to your inquiry.

Other sources of research can include conference proceedings, university bulletins, unpublished theses, and any other publication available for other scholars to read. You may also incorporate records from cultural sources, theoretical discussions in presentations, or newspaper articles.

Keep in mind, however, that scholars take peer-reviewed publications like journal articles more seriously. On the other hand, if you are studying an underdeveloped topic with few published studies, you can consider other information sources to demonstrate a need for further research and discussion on your specific topic.

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A good analysis should have a deliberate methodological approach. In other words, a review is more than just a report of relevant research from scholarly articles. A researcher writing a literature review needs to synthesize the existing knowledge and key debates from the collected studies.

Thematic review

Simply put, a thematic literature review aims to identify key themes or concepts that frequently appear in the collected studies. If your inquiry revolves around study tools, for example, what tools appear to be studied more often than others? Perhaps technology like computers and tablets appear often in studies, while newer devices such as virtual reality headsets and other wearable technology are given less focus.

Understanding what topics have already been studied in abundance can help you make an argument about what researchers should explore next. Prominent themes provide a helpful guide for identifying important trends and turning points in research.

As a result, your literature review can benefit from an annotated bibliography , which is a systematic organization of the research papers in your analysis. Many bibliographies include summaries of each study and a checklist of data points (e.g., does the study mention computers, handheld devices, or wearable technology?) to provide a visualization of your analysis.

Quantitative analysis

As mentioned earlier, identifying gaps or unresolved puzzles is a common rationale for writing a literature review. Examples of knowledge gaps include underexplored aspects of theory, lack of discussion in particular contexts, and underutilized research methods.

A quantitative analysis of the literature can help illustrate these gaps. For example, you can argue for a methodological gap among your collected studies. In a set of 40 papers, if 25 involve studies based on interviews and another 10 are based on surveys , you can argue that further observational research is necessary.

Writing a literature review involves discussing your collected studies by describing prominent themes, theoretical or empirical aspects that are missing or underexplored, or a combination of both. Remember that a key goal is to demonstrate your knowledge of the most recent and important developments in the field.

Examine the thematic codes in your project to determine which themes are most apparent and which elements remain underexamined. You can use these code frequencies in your written report to explain the extent or absence of theoretical development in the field (e.g., "Bus transportation is mentioned in only 7% (14 times) of the collected literature, demonstrating a lack of research on what people think about using buses for commuting.").

The goal of the writing process is not to exhaustively detail every study but to describe the most apparent trends or missing information. Select 3-5 themes that arise from the codes and describe each in detail, citing studies from the collected literature as key examples.

From a presentation of these themes, you can make an assertion about the need for novel research inquiry. Using the identified themes to represent a coherent whole, analyze and identify the overlooked areas of research that your own work can address.

Ultimately, most scholarly research is published based on whether that research contributes something novel and interesting to the current conversation around the topic. As a result, a rigorous literature review presents multiple sources of significant studies revolving around the same research topic. It presents a compelling argument about what such studies have yet to explore.

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